This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALSN/capital-change-brief"
Use Arkolith's capital_change_brief for ALSN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.5B | 12.5M | ▲+0.6% Added · +80K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $490.4M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $443.5M | 3.8M | ▲+1.3% Added · +49K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $434.7M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | $397.4M | 3.4M | ▲+2.4% Added · +81K sh | Q1 2026 | |
| 6 | Boston Partners | $334.4M | 2.9M | ▲+23% Added · +540K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $264.6M | 2.3M | ▼−13% Reduced · −339K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $258.1M | 2.2M | ▲+12% Added · +244K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $237.2M | 2.0M | ▲+85% Added · +932K sh | Q1 2026 | |
| 10 | LONDON CO OF VIRGINIA | $223.0M | 1.9M | ▼−9.3% Reduced · −195K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $222.6M | 1.9M | ▼~0% Reduced · −902 sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $181.7M | 1.6M | ▼−28% Reduced · −600K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $178.3M | 1.5M | ▲+2.0% Added · +30K sh | Q1 2026 | |
| 14 | WASATCH ADVISORS LP | $170.3M | 1.5M | ▲+106% Added · +776K sh | Q2 2026 | |
| 15 | FEDERATED HERMES, INC. | $145.3M | 1.2M | ▼−1.3% Reduced · −17K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $142.4M | 1.2M | ▼−20% Reduced · −307K sh | Q1 2026 | |
| 17 | NORGES BANK | $115.7M | 1.2M | ▲+12% Added · +125K sh | Q4 2025 | |
| 18 | BANK OF AMERICA CORP /DE/ | $128.8M | 1.1M | ▲+12% Added · +120K sh | Q1 2026 | |
| 19 | Stockbridge Partners LLC | $120.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $103.6M | 885K | ▲+2.8% Added · +24K sh | Q1 2026 | |
| 21 | Quantinno Capital Management LP | $101.6M | 868K | ▲+9.5% Added · +76K sh | Q1 2026 | |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $99.3M | 848K | ▲+54% Added · +297K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $94.0M | 803K | ▲+6.8% Added · +51K sh | Q1 2026 | |
| 24 | Allianz Asset Management GmbH | $86.7M | 740K | ▼−10% Reduced · −84K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $77.1M | 659K | ▼−7.4% Reduced · −53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | Bohley G Frederick | See Remarks | Option exercise (M) | 533 | — |
| Jun 4, 2026 | Bohley G Frederick | See Remarks | Option exercise (M) | 10 | — |
| Jun 4, 2026 | Bohley G Frederick | See Remarks | Tax withholding (F) | 242 | $29K |
| Jun 4, 2026 | Bohley G Frederick | See Remarks | Option exercise (M) | 533 | $0 |
| Jun 4, 2026 | Bohley G Frederick | See Remarks | Option exercise (M) | 10 | $0 |
| May 29, 2026 | Price Michael Craig | See Remarks | Grant (A) | 42 | $0 |
| May 29, 2026 | Perna Gustave | Director | Grant (A) | 3 | $0 |
| May 29, 2026 | Ostojic Sasha | Director | Grant (A) | 3 | $0 |
| May 29, 2026 | Mell Scott A | CFO & Treasurer | Grant (A) | 31 | $0 |
| May 29, 2026 | HAZNEDAR CAROLANN I | Director | Grant (A) | 59 | $0 |
| May 29, 2026 | Christman Philip J | Director | Grant (A) | 3 | $0 |
| May 29, 2026 | Bohley G Frederick | See Remarks | Grant (A) | 39 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 202 funds | $76.2B |
| APPLE INCAAPL | 201 funds | $91.9B |
| ALPHABET INC-CL AGOOGL | 199 funds | $49.8B |
| NVIDIA CORPNVDA | 198 funds | $105.8B |
| AMAZON.COM INCAMZN | 198 funds | $59.1B |
| ELI LILLY & COLLY | 198 funds | $19.0B |
| META PLATFORMS INC-CLASS AMETA | 196 funds | $34.0B |
| JPMORGAN CHASE & COJPM | 196 funds | $24.1B |
| MASTERCARD INC - AMA | 195 funds | $13.6B |
| COSTCO WHOLESALE CORPCOST | 195 funds | $13.6B |
| LAM RESEARCH CORPLRCX | 195 funds | $10.0B |
| VISA INC-CLASS A SHARESV | 194 funds | $16.3B |
Ranked by how many of ALSN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALSN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.