689 tracked 13F filers disclose a position in AVY as of the latest SEC 13F filings, a combined $10.6B 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 | BlackRock, Inc. | $1.1B | 6.4M | ▲+0.9% Added · +57K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $865.1M | 5.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $840.0M | 4.9M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $656.7M | 4.0M | ▲+7.7% Added · +290K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $628.0M | 3.6M | ▼−6.0% Reduced · −233K sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 2.9M | ▲+3.1% Added · +88K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $351.3M | 2.2M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $328.0M | 1.9M | ▲+0.7% Added · +12K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $253.0M | 1.5M | ▲+11% Added · +143K sh | Q1 2026 | |
| 10 | FIDUCIARY MANAGEMENT INC /WI/ | $216.3M | 1.3M | ▼−11% Reduced · −148K sh | Q1 2026 | |
| 11 | Neuberger Berman Group LLC | $201.6M | 1.2M | ▼−25% Reduced · −380K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $184.7M | 1.1M | ▲+15% Added · +142K sh | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $179.9M | 1.0M | ▲+3.3% Added · +33K sh | Q1 2026 | |
| 14 | NORGES BANK | $188.4M | 1.0M | ▲+4.2% Added · +42K sh | Q4 2025 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $162.2M | 939K | ▲+20% Added · +158K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $151.8M | 879K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 17 | Navera Investment Management Ltd. | $129.4M | 749K | ▼−4.8% Reduced · −38K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $127.5M | 738K | ▲+3.2% Added · +23K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $126.6M | 733K | ▼−17% Reduced · −147K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $126.3M | 731K | ▲+5.2% Added · +36K sh | Q1 2026 | |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $125.2M | 725K | ▼−1.2% Reduced · −9K sh | Q1 2026 | |
| 22 | Curated Wealth Partners LLC | Withheld | 616K | ▲New +616K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $97.4M | 564K | ▼−9.2% Reduced · −57K sh | Q1 2026 | |
| 24 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $94.7M | 549K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 25 | Amundi | $93.4M | 541K | ▲+49% Added · +177K 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, 2 funds opened a new position in AVY and 25 added to an existing one, while 25 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 411 funds | $314.2B |
| ALPHABET INC-CL AGOOGL | 406 funds | $203.7B |
| JPMORGAN CHASE & COJPM | 404 funds | $77.7B |
| AMAZON.COM INCAMZN | 403 funds | $232.1B |
| APPLE INCAAPL | 402 funds | $345.5B |
| NVIDIA CORPNVDA | 401 funds | $449.9B |
| META PLATFORMS INC-CLASS AMETA | 398 funds | $127.5B |
| ELI LILLY & COLLY | 398 funds | $86.0B |
| ALPHABET INC-CL CGOOG | 396 funds | $142.0B |
| VISA INC-CLASS A SHARESV | 392 funds | $74.2B |
| BROADCOM INCAVGO | 391 funds | $177.6B |
| ABBVIE INCABBV | 390 funds | $40.2B |
Ranked by how many of AVY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Walker Ignacio J | SVP and Chief Legal Officer | Sell (S) | 2K | $299K |
| Mar 12, 2026 | Butier Mitchell R | Director | Sell (S) | 857 | $149K |
| Mar 12, 2026 | Butier Mitchell R | Director | Sell (S) | 3K | $523K |
| Mar 12, 2026 | Butier Mitchell R | Director | Sell (S) | 3K | $511K |
| Mar 12, 2026 | Butier Mitchell R | Director | Sell (S) | 5K | $850K |
| Mar 12, 2026 | Butier Mitchell R | Director | Sell (S) | 1K | $197K |
| Mar 11, 2026 | Butier Mitchell R | Director | Sell (S) | 4K | $714K |
| Mar 11, 2026 | Butier Mitchell R | Director | Sell (S) | 13K | $2.3M |
| Mar 11, 2026 | Butier Mitchell R | Director | Sell (S) | 2K | $432K |
| Mar 10, 2026 | Butier Mitchell R | Director | Sell (S) | 5K | $820K |
| Mar 10, 2026 | Butier Mitchell R | Director | Sell (S) | 6K | $1.1M |
| Mar 10, 2026 | Butier Mitchell R | Director | Sell (S) | 7K | $1.3M |
No filings captured for this ticker in the live stream yet.
Connected entities for AVY
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/AVY/capital-change-brief"
Use Arkolith's capital_change_brief for AVY. 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 AVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.