407 tracked 13F filers disclose a position in AVTR as of the latest SEC 13F filings, a combined $5.3B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $938.0M | 119.6M | ▲+2.2% Added · +2.6M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $515.1M | 65.7M | ▲+10% Added · +6.1M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $245.2M | 31.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $240.0M | 30.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GREENHAVEN ASSOCIATES INC | $243.9M | 24.6M | ▲+9.0% Added · +2.0M sh | Q2 2026 | |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $175.3M | 22.4M | ▼−33% Reduced · −10.9M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $213.6M | 21.6M | ▲+4.1% Added · +852K sh | Q2 2026 | |
| 8 | Engine Capital Management, LP | $155.1M | 19.8M | ▲+66% Added · +7.9M sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $132.4M | 16.9M | ▲+16% Added · +2.3M sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 14.8M | ▼−54% Reduced · −17.3M sh | Q1 2026 | |
| 11 | New Mountain Capital, L.L.C. | $138.6M | 14.0M | —Held | Q2 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $130.5M | 13.2M | ▲+2.2% Added · +289K sh | Q2 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $102.8M | 13.1M | ▲+111% Added · +6.9M sh | Q1 2026 | |
| 14 | LONDON CO OF VIRGINIA | $85.1M | 10.9M | ▼−9.1% Reduced · −1.1M sh | Q1 2026 | |
| 15 | EARNEST PARTNERS LLC | $106.4M | 10.7M | ▲+78% Added · +4.7M sh | Q2 2026 | |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | $101.5M | 10.3M | ▼−3.5% Reduced · −376K sh | Q2 2026 | |
| 17 | First Pacific Advisors, LP | $63.4M | 8.1M | ▲+104% Added · +4.1M sh | Q1 2026 | |
| 18 | FMR LLC | $59.7M | 7.6M | ▼−0.8% Reduced · −60K sh | Q1 2026 | |
| 19 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $73.2M | 7.4M | ▲New +7.4M sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $55.4M | 7.1M | ▲+24% Added · +1.4M sh | Q1 2026 | |
| 21 | Clarkston Capital Partners, LLC | $67.2M | 6.8M | ▼−21% Reduced · −1.8M sh | Q2 2026 | |
| 22 | NORGES BANK | $73.3M | 6.4M | ▼−20% Reduced · −1.6M sh | Q4 2025 | |
| 23 | MORGAN STANLEY | $47.8M | 6.1M | ▼−65% Reduced · −11.4M sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $42.8M | 5.5M | ▲+2.8% Added · +149K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.4M | 5.4M | ▲+11% Added · +531K 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.
Last quarter, 9 funds opened a new position in AVTR and 30 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 231 funds | $185.2B |
| MICROSOFT CORPMSFT | 228 funds | $253.3B |
| NVIDIA CORPNVDA | 223 funds | $359.9B |
| META PLATFORMS INC-CLASS AMETA | 221 funds | $108.3B |
| ALPHABET INC-CL AGOOGL | 220 funds | $155.5B |
| APPLE INCAAPL | 219 funds | $272.9B |
| ALPHABET INC-CL CGOOG | 216 funds | $116.8B |
| BROADCOM INCAVGO | 214 funds | $139.2B |
| ELI LILLY & COLLY | 214 funds | $70.5B |
| JPMORGAN CHASE & COJPM | 213 funds | $58.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 213 funds | $35.2B |
| UNITEDHEALTH GROUP INCUNH | 213 funds | $28.4B |
Ranked by how many of AVTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 8, 2026 | LUCIER GREGORY T | Director | Buy (P) | 10K | $83K |
| May 1, 2026 | Dingemans Simon | Director | Buy (P) | 25K | $204K |
| Mar 10, 2026 | MEHRA SANJEEV K | Director | Buy (P) | 125K | $1.0M |
| Feb 19, 2026 | LUCIER GREGORY T | Director | Buy (P) | 50K | $458K |
| Feb 12, 2026 | SUMME GREGORY L | Director | Buy (P) | 100K | $940K |
| Dec 5, 2025 | MEHRA SANJEEV K | Director | Buy (P) | 350K | $3.9M |
| Nov 17, 2025 | Ligner Emmanuel | President and CEO, Director | Buy (P) | 88K | $993K |
| Oct 30, 2025 | SUMME GREGORY L | Director | Buy (P) | 100K | $1.1M |
| Aug 21, 2025 | SUMME GREGORY L | Director | Buy (P) | 100K | $1.3M |
| Aug 5, 2025 | Eck Steven W | SVP & Chief Accounting Officer | Sell (S) | 3K | $40K |
| May 23, 2025 | SUMME GREGORY L | Director | Buy (P) | 30K | $375K |
| May 22, 2025 | SUMME GREGORY L | Director | Buy (P) | 20K | $253K |
Connected entities for AVTR
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/AVTR/capital-change-brief"
Use Arkolith's capital_change_brief for AVTR. 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 AVTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.