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/AMAT/capital-change-brief"
Use Arkolith's capital_change_brief for AMAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $27.0B | 79.0M | ▲+4.9% Added · +3.7M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $17.6B | 51.6M | ▲New +51.6M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $12.8B | 37.5M | ▼−1.1% Reduced · −424K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $7.5B | 21.9M | ▲+18% Added · +3.3M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.9B | 17.3M | ▲New +17.3M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $4.0B | 11.8M | ▲+3.3% Added · +373K sh | Q1 2026 | |
| 7 | NORGES BANK | $2.9B | 11.1M | ▲+27% Added · +2.4M sh | Q4 2025 | |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3.4B | 10.0M | ▼−6.5% Reduced · −691K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $3.1B | 8.9M | ▼−13% Reduced · −1.4M sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $3.0B | 8.8M | ▼−2.3% Reduced · −210K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $2.9B | 8.6M | ▼−3.9% Reduced · −346K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $2.7B | 7.9M | ▲+17% Added · +1.2M sh | Q1 2026 | |
| 13 | VAN ECK ASSOCIATES CORP | Withheld | 6.6M | ▼−15% Reduced · −1.2M sh | Q1 2026 | |
| 14 | Amundi | $2.2B | 6.6M | ▲+5.0% Added · +313K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $2.2B | 6.5M | ▲+1.1% Added · +70K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $2.2B | 6.4M | ▲+0.6% Added · +39K sh | Q1 2026 | |
| 17 | FMR LLC | $2.2B | 6.4M | ▲+32% Added · +1.6M sh | Q1 2026 | |
| 18 | Sanders Capital, LLC | $2.1B | 6.2M | ▼−30% Reduced · −2.7M sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.1B | 6.1M | ▲+13% Added · +679K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $2.1B | 6.0M | ▼−22% Reduced · −1.7M sh | Q1 2026 | |
| 21 | ALLIANCEBERNSTEIN L.P. | $1.4B | 5.5M | ▼−15% Reduced · −956K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $1.8B | 5.4M | ▼−22% Reduced · −1.5M sh | Q1 2026 | |
| 23 | COATUE MANAGEMENT LLC | $1.8B | 5.2M | ▼−12% Reduced · −736K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7B | 4.9M | ▲+1.1% Added · +55K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $1.6B | 4.9M | ▲+42% Added · +1.5M 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 |
|---|---|---|---|---|---|
| Jul 1, 2026 | Sanders Adam | Corp. Controller & CAO | Tax withholding (F) | 125 | $81K |
| Jun 30, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 20K | $14.7M |
| Jun 30, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 30 | $22K |
| Jun 29, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 50K | $35.2M |
| Jun 29, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 8K | $5.6M |
| Jun 18, 2026 | Raja Prabu G. | President, Semi. Products Grp. | Sell (S) | 10K | $6.3M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 16K | $9.3M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 9K | $5.4M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 10K | $6.2M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 5K | $2.8M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 5K | $2.7M |
| Jun 16, 2026 | DICKERSON GARY E | President and CEO, Director | Sell (S) | 6K | $3.5M |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 657 funds | $273.6B |
| NVIDIA CORPNVDA | 654 funds | $473.2B |
| MICROSOFT CORPMSFT | 653 funds | $349.9B |
| ALPHABET INC-CL AGOOGL | 649 funds | $239.7B |
| APPLE INCAAPL | 644 funds | $362.5B |
| META PLATFORMS INC-CLASS AMETA | 644 funds | $152.0B |
| BROADCOM INCAVGO | 640 funds | $187.6B |
| JPMORGAN CHASE & COJPM | 625 funds | $93.0B |
| ALPHABET INC-CL CGOOG | 624 funds | $155.8B |
| VISA INC-CLASS A SHARESV | 623 funds | $81.5B |
| ELI LILLY & COLLY | 618 funds | $102.0B |
| MASTERCARD INC - AMA | 599 funds | $71.4B |
Ranked by how many of AMAT'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 AMAT. 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.