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/ARW/capital-change-brief"
Use Arkolith's capital_change_brief for ARW. 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. | $708.2M | 4.9M | ▲+1.5% Added · +75K sh | Q1 2026 | |
| 2 | ACR Alpine Capital Research, LLC | $513.2M | 3.6M | ▲+3.9% Added · +133K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $458.7M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $431.3M | 3.0M | ▲+0.4% Added · +12K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $328.7M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 6 | Boston Partners | $311.0M | 2.2M | ▼−16% Reduced · −413K sh | Q1 2026 | |
| 7 | GREENHAVEN ASSOCIATES INC | $271.9M | 1.9M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $240.4M | 1.7M | ▼−14% Reduced · −281K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $241.8M | 1.7M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $201.9M | 1.4M | ▼−3.7% Reduced · −54K sh | Q1 2026 | |
| 11 | Woodline Partners LP | $155.0M | 1.1M | ▲+447% Added · +883K sh | Q1 2026 | |
| 12 | FIDUCIARY MANAGEMENT INC /WI/ | $150.4M | 1.0M | ▼−35% Reduced · −556K sh | Q1 2026 | |
| 13 | FIL Ltd | $147.2M | 1.0M | ▼−17% Reduced · −205K sh | Q1 2026 | |
| 14 | FMR LLC | $146.3M | 1.0M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $145.7M | 1.0M | ▲+2.6% Added · +26K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $145.5M | 1.0M | ▼−6.2% Reduced · −67K sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $145.3M | 1.0M | ▲+13% Added · +118K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $89.8M | 626K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $89.4M | 623K | ▲+40% Added · +178K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $84.8M | 591K | ▼−0.1% Reduced · −504 sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.9M | 529K | ▲+0.1% Added · +705 sh | Q1 2026 | |
| 22 | OPPENHEIMER ASSET MANAGEMENT INC. | $74.5M | 519K | ▲New +519K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $72.4M | 505K | ▲+4.4% Added · +21K sh | Q1 2026 | |
| 24 | BRANDES INVESTMENT PARTNERS, LP | $61.9M | 432K | ▲+5.4% Added · +22K sh | Q1 2026 | |
| 25 | UBS Group AG | $55.2M | 385K | ▲+45% Added · +120K 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 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Sell (S) | 7K | $1.5M |
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Option exercise (M) | 14K | $1.2M |
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Sell (S) | 14K | $3.3M |
| Jun 2, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Option exercise (M) | 14K | $0 |
| May 29, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Sell (S) | 5K | $990K |
| May 22, 2026 | Jean-Claude Carine Lamercie | SVP, CLCO and Secretary | Sell (S) | 3K | $648K |
| May 21, 2026 | Zech Gretchen | SVP, Chief Gov, Sust, HR Offr | Sell (S) | 16K | $3.4M |
| May 20, 2026 | Nowak Eric | President, Global ECS | Sell (S) | 3K | $733K |
| May 15, 2026 | Hayford Michael D | Director | Grant (A) | 132 | $0 |
| May 15, 2026 | Lowe Carol P | Director | Grant (A) | 168 | $0 |
| May 15, 2026 | Gunby Steven Henry | Director | Grant (A) | 132 | $0 |
| May 15, 2026 | Kerin Andrew Charles | Director | Grant (A) | 150 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 185 funds | $70.2B |
| AMAZON.COM INCAMZN | 181 funds | $53.5B |
| ALPHABET INC-CL AGOOGL | 181 funds | $45.0B |
| JPMORGAN CHASE & COJPM | 180 funds | $23.2B |
| CITIGROUP INCC | 180 funds | $8.1B |
| APPLE INCAAPL | 179 funds | $84.7B |
| BROADCOM INCAVGO | 179 funds | $34.8B |
| META PLATFORMS INC-CLASS AMETA | 179 funds | $31.0B |
| BANK OF AMERICA CORPBAC | 179 funds | $8.1B |
| NVIDIA CORPNVDA | 178 funds | $95.7B |
| TESLA INCTSLA | 178 funds | $20.2B |
| ELI LILLY & COLLY | 178 funds | $17.4B |
Ranked by how many of ARW'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 ARW. 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.