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/AMD/capital-change-brief"
Use Arkolith's capital_change_brief for AMD. 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. | $29.6B | 145.6M | ▼−1.3% Reduced · −2.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $21.6B | 105.9M | ▲New +105.9M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $15.2B | 74.8M | ▼−0.2% Reduced · −148K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $8.1B | 39.8M | ▲+5.9% Added · +2.2M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.6B | 37.6M | ▲New +37.6M sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.9B | 28.8M | ▲+42% Added · +8.5M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $4.8B | 24.2M | ▲+16% Added · +3.3M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $4.8B | 23.8M | ▼−5.0% Reduced · −1.3M sh | Q1 2026 | |
| 9 | NORGES BANK | $4.9B | 23.0M | ▲+5.5% Added · +1.2M sh | Q4 2025 | |
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3.9B | 19.2M | ▲+3.0% Added · +562K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $3.3B | 16.4M | ▼−1.1% Reduced · −184K sh | Q1 2026 | |
| 12 | FMR LLC | $3.1B | 15.3M | ▲+6.8% Added · +977K sh | Q1 2026 | |
| 13 | Amundi | $2.8B | 13.7M | ▼−14% Reduced · −2.1M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $2.5B | 12.3M | ▲+34% Added · +3.1M sh | Q1 2026 | |
| 15 | VAN ECK ASSOCIATES CORP | Withheld | 12.1M | ▲+8.8% Added · +981K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.4B | 11.9M | ▲+2.6% Added · +303K sh | Q1 2026 | |
| 17 | BARCLAYS PLC | $2.3B | 11.5M | ▼−10% Reduced · −1.3M sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $2.3B | 11.3M | ▼−1.6% Reduced · −183K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $2.1B | 10.4M | ▲+4.2% Added · +417K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $2.1B | 10.2M | ▼−20% Reduced · −2.5M sh | Q1 2026 | |
| 21 | JENNISON ASSOCIATES LLC | $1.9B | 9.4M | ▼−14% Reduced · −1.5M sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $1.9B | 9.3M | ▲New +9.3M sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $1.7B | 8.3M | ▼−9.5% Reduced · −866K sh | Q1 2026 | |
| 24 | UBS Group AG | $1.6B | 7.8M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 25 | T. Rowe Price Investment Management, Inc. | Withheld | 7.5M | ▼−11% Reduced · −927K 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 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Option exercise (M) | 6K | $0 |
| Jul 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Sell (S) | 6K | $3.3M |
| Jul 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Option exercise (M) | 6K | $509K |
| Jun 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Option exercise (M) | 6K | $509K |
| Jun 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Sell (S) | 6K | $3.2M |
| Jun 15, 2026 | Papermaster Mark D | Chief Technology Officer & EVP | Option exercise (M) | 6K | $0 |
| Jun 15, 2026 | GUIDO PHILIP | EVP & Chief Commercial Officer | Option exercise (M) | 7K | $0 |
| Jun 15, 2026 | GUIDO PHILIP | EVP & Chief Commercial Officer | Tax withholding (F) | 3K | $1.6M |
| Jun 15, 2026 | GUIDO PHILIP | EVP & Chief Commercial Officer | Option exercise (M) | 7K | $0 |
| Jun 12, 2026 | Su Lisa T | Chair, President & CEO, Director | Gift (G) | 30K | $0 |
| Jun 10, 2026 | Su Lisa T | Chair, President & CEO, Director | Sell (S) | 3K | $1.2M |
| Jun 10, 2026 | Su Lisa T | Chair, President & CEO, Director | Sell (S) | 700 | $315K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 676 funds | $471.1B |
| MICROSOFT CORPMSFT | 672 funds | $332.4B |
| AMAZON.COM INCAMZN | 670 funds | $257.9B |
| META PLATFORMS INC-CLASS AMETA | 656 funds | $143.1B |
| APPLE INCAAPL | 655 funds | $356.3B |
| BROADCOM INCAVGO | 655 funds | $180.1B |
| ALPHABET INC-CL AGOOGL | 645 funds | $224.1B |
| JPMORGAN CHASE & COJPM | 632 funds | $89.5B |
| ALPHABET INC-CL CGOOG | 631 funds | $144.4B |
| VISA INC-CLASS A SHARESV | 627 funds | $78.6B |
| ELI LILLY & COLLY | 625 funds | $101.7B |
| TESLA INCTSLA | 610 funds | $90.6B |
Ranked by how many of AMD'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 AMD. 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.