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/APD/capital-change-brief"
Use Arkolith's capital_change_brief for APD. 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. | $5.2B | 18.1M | ▼−0.3% Reduced · −46K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.2B | 14.5M | ▲New +14.5M sh | Q1 2026 | |
| 3 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $3.4B | 11.8M | —Held | Q1 2026 | |
| 4 | STATE STREET CORP | $2.9B | 10.1M | ▲+2.0% Added · +199K sh | Q1 2026 | |
| 5 | DODGE & COX | $2.7B | 9.2M | ▼−0.1% Reduced · −5K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $1.8B | 6.0M | ▼−3.0% Reduced · −188K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 5.0M | ▲+0.8% Added · +42K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $1.3B | 4.4M | ▲+14% Added · +556K sh | Q1 2026 | |
| 10 | NORGES BANK | $1.1B | 4.3M | ▲+19% Added · +690K sh | Q4 2025 | |
| 11 | VIKING GLOBAL INVESTORS LP | $1.2B | 4.1M | ▼−14% Reduced · −678K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $1.0B | 3.5M | ▼−3.5% Reduced · −127K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $926.9M | 3.2M | ▲+6.8% Added · +203K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $920.6M | 3.2M | ▲+0.2% Added · +7K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $890.6M | 3.1M | ▼~0% Reduced · −1K sh | Q1 2026 | |
| 16 | Aristotle Capital Management, LLC | $779.7M | 2.7M | ▲+0.5% Added · +14K sh | Q1 2026 | |
| 17 | Clearbridge Investments, LLC | $758.6M | 2.6M | ▼−3.1% Reduced · −83K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $732.5M | 2.5M | ▲+9.2% Added · +213K sh | Q1 2026 | |
| 19 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $636.8M | 2.2M | ▲+2.9% Added · +62K sh | Q1 2026 | |
| 20 | UBS Group AG | $595.1M | 2.0M | ▼−24% Reduced · −633K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $513.4M | 1.8M | ▲+18% Added · +271K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $497.6M | 1.7M | ▲+2.1% Added · +35K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $477.7M | 1.6M | ▲+4.4% Added · +69K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $467.7M | 1.6M | ▲+2.7% Added · +42K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $461.2M | 1.6M | ▼−9.1% Reduced · −160K 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 30, 2026 | REILLEY DENNIS H | Director | Grant (A) | 18 | $5K |
| Jun 30, 2026 | Patel Bhavesh V. | Director | Grant (A) | 141 | $38K |
| Jun 30, 2026 | Graziano Jessica | Director | Grant (A) | 174 | $47K |
| Jun 30, 2026 | Evans Andrew W | Director | Grant (A) | 8 | $2K |
| Jun 30, 2026 | CALAWAY TONIT M | Director | Grant (A) | 21 | $6K |
| Jun 30, 2026 | Ungerleider Howard I | Director | Grant (A) | 6 | $2K |
| Jun 30, 2026 | Stern Alfred | Director | Grant (A) | 101 | $27K |
| Jun 30, 2026 | Smith Wayne Thomas | Director | Grant (A) | 35 | $9K |
| May 1, 2026 | Schaeffer Melissa N. | Exec Vice President and CFO | Sell (S) | 3K | $824K |
| Mar 31, 2026 | Ungerleider Howard I | Director | Grant (A) | 6 | $2K |
| Mar 31, 2026 | Stern Alfred | Director | Grant (A) | 94 | $27K |
| Mar 31, 2026 | Smith Wayne Thomas | Director | Grant (A) | 32 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 463 funds | $323.8B |
| META PLATFORMS INC-CLASS AMETA | 462 funds | $137.0B |
| APPLE INCAAPL | 461 funds | $342.1B |
| AMAZON.COM INCAMZN | 459 funds | $242.6B |
| ALPHABET INC-CL AGOOGL | 457 funds | $212.3B |
| JPMORGAN CHASE & COJPM | 456 funds | $84.6B |
| NVIDIA CORPNVDA | 455 funds | $435.7B |
| VISA INC-CLASS A SHARESV | 453 funds | $74.4B |
| BROADCOM INCAVGO | 451 funds | $172.5B |
| COSTCO WHOLESALE CORPCOST | 451 funds | $50.8B |
| HOME DEPOT INCHD | 451 funds | $37.5B |
| ELI LILLY & COLLY | 449 funds | $87.8B |
Ranked by how many of APD'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 APD. 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.