| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $522.9M | 7.9M | ▲+38% Added · +2.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $485.1M | 7.4M | ▲+0.3% Added · +25K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $483.6M | 7.3M | ▲New +7.3M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $468.1M | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $379.7M | 5.8M | ▼−2.6% Reduced · −153K sh | Q1 2026 | |
| 6 | Impax Asset Management Group plc | $282.1M | 4.3M | ▼−8.0% Reduced · −371K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $278.0M | 4.2M | ▲+5.5% Added · +218K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $259.4M | 3.9M | ▲+13% Added · +441K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $236.1M | 3.6M | ▲+23% Added · +671K sh | Q1 2026 | |
| 10 | ProShare Advisors LLC | $152.3M | 2.3M | ▼−1.5% Reduced · −35K sh | Q1 2026 | |
| 11 | FIRST TRUST ADVISORS LP | $143.0M | 2.2M | ▲+10% Added · +204K sh | Q1 2026 | |
| 12 | EARNEST PARTNERS LLC | $133.7M | 2.0M | ▼−2.1% Reduced · −44K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $129.2M | 2.0M | ▲+3.4% Added · +65K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $111.3M | 1.7M | ▼−2.8% Reduced · −49K sh | Q1 2026 | |
| 15 | NORGES BANK | $97.1M | 1.5M | ▲+3.5% Added · +50K sh | Q4 2025 | |
| 16 | Bank of New York Mellon Corp | $94.0M | 1.4M | ▲+3.1% Added · +43K sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $88.8M | 1.3M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $78.7M | 1.2M | ▼−5.7% Reduced · −72K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $77.9M | 1.2M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 20 | Madison Asset Management, LLC | $75.3M | 1.1M | ▼−5.5% Reduced · −67K sh | Q1 2026 | |
| 21 | Sarasin & Partners LLP | $70.4M | 1.1M | ▼−6.5% Reduced · −78K sh | Q2 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $71.8M | 1.1M | ▼−1.3% Reduced · −14K sh | Q1 2026 | |
| 23 | Gates Capital Management, Inc. | $71.7M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $68.7M | 1.1M | ▲152× Added · +1.1M sh | Q1 2026 | |
| 25 | Boston Trust Walden Corp | $69.3M | 1.1M | ▼−2.4% Reduced · −26K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 217 funds | $220.2B |
| APPLE INCAAPL | 214 funds | $237.1B |
| NVIDIA CORPNVDA | 211 funds | $320.4B |
| ALPHABET INC-CL AGOOGL | 211 funds | $136.7B |
| ELI LILLY & COLLY | 211 funds | $59.7B |
| JPMORGAN CHASE & COJPM | 210 funds | $51.5B |
| AMAZON.COM INCAMZN | 208 funds | $168.0B |
| META PLATFORMS INC-CLASS AMETA | 208 funds | $91.9B |
| VISA INC-CLASS A SHARESV | 208 funds | $46.9B |
| BROADCOM INCAVGO | 207 funds | $122.4B |
| MASTERCARD INC - AMA | 207 funds | $42.2B |
| CHEVRON CORPCVX | 204 funds | $26.5B |
Ranked by how many of AOS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | Schuh Darrell W. | SVP; President & GM Lochinvar | Sell (S) | 1K | $82K |
| Aug 7, 2025 | STERN JAMES F | Exec VP, General Counsel & Sec | Sell (S) | 17K | $1.2M |
| Jul 30, 2025 | Wheeler Kevin J. | Executive Chairman, Director | Sell (S) | 22K | $1.6M |
| Jul 29, 2025 | SMITH MARK D | Director | Sell (S) | 2K | $171K |
| Feb 27, 2025 | Carver Samuel M. | SVP - Global Operations | Sell (S) | 3K | $230K |
| Feb 7, 2025 | Heideman Robert J | Senior VP, CTO | Sell (S) | 1K | $67K |
| Feb 7, 2025 | Karge Douglas Samuel | SVP - President NA Water Treat | Sell (S) | 419 | $28K |
| Aug 7, 2024 | Carver Samuel M. | SVP - Global Operations | Sell (S) | 15K | $1.2M |
| Jul 30, 2024 | BROWN RONALD D | Director | Sell (S) | 4K | $311K |
| Mar 5, 2024 | Heideman Robert J | Senior VP, CTO | Sell (S) | 10K | $837K |
| Mar 4, 2024 | Rajendra Ajita G | Director | Sell (S) | 60K | $5.1M |
| Mar 1, 2024 | Rajendra Ajita G | Director | Sell (S) | 43K | $3.6M |
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/AOS/capital-change-brief"
Use Arkolith's capital_change_brief for AOS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.