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/AYI/capital-change-brief"
Use Arkolith's capital_change_brief for AYI. 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. | $858.3M | 3.1M | ▲+5.6% Added · +162K sh | Q1 2026 | |
| 2 | FMR LLC | $660.1M | 2.4M | ▲+40% Added · +678K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $396.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $385.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $265.3M | 947K | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $210.1M | 771K | ▲+28% Added · +170K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $209.9M | 749K | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 691K | ▲+667% Added · +601K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $178.0M | 635K | ▲+8.2% Added · +48K sh | Q1 2026 | |
| 10 | Boston Partners | $168.1M | 600K | ▼−0.1% Reduced · −819 sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $161.6M | 576K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | $154.0M | 550K | ▲+15% Added · +70K sh | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $123.7M | 442K | ▲+5.0% Added · +21K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $120.0M | 436K | ▲+33% Added · +109K sh | Q1 2026 | |
| 15 | FIL Ltd | $119.0M | 425K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 16 | NORGES BANK | $138.7M | 385K | ▼−0.5% Reduced · −2K sh | Q4 2025 | |
| 17 | FIRST TRUST ADVISORS LP | $105.9M | 378K | ▲+32% Added · +92K sh | Q1 2026 | |
| 18 | Fisher Asset Management, LLC | $93.5M | 333K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $83.0M | 296K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 20 | Allianz Asset Management GmbH | $82.9M | 296K | ▲+40% Added · +85K sh | Q1 2026 | |
| 21 | Alyeska Investment Group, L.P. | $82.3M | 294K | ▼−47% Reduced · −256K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $79.4M | 283K | ▲+59% Added · +105K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $74.0M | 264K | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 24 | Boston Trust Walden Corp | $70.8M | 253K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $64.3M | 230K | ▼−0.7% Reduced · −2K 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 |
|---|---|---|---|---|---|
| Jul 2, 2026 | GOLDMAN BARRY R | SVP & General Counsel | Sell (S) | 1K | $439K |
| Jun 1, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | Sell (S) | 2K | $629K |
| Apr 30, 2026 | Leibman Maya | Director | Buy (P) | 200 | $58K |
| Apr 8, 2026 | O'Shaughnessy Laura | Director | Buy (P) | 1K | $283K |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | Sell (S) | 5K | $1.5M |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | Option exercise (M) | 897 | $215K |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | Option exercise (M) | 897 | $0 |
| Jan 21, 2026 | HANCE JAMES H JR | Director | Grant (A) | 546 | $175K |
| Jan 21, 2026 | AVEDON MARCIA J | Director | Grant (A) | 546 | $0 |
| Jan 21, 2026 | Bender Michael J | Director | Grant (A) | 546 | $0 |
| Jan 21, 2026 | Battle W. Patrick | Director | Grant (A) | 546 | $0 |
| Jan 21, 2026 | Sachleben Mark | Director | Grant (A) | 546 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 215 funds | $243.6B |
| APPLE INCAAPL | 210 funds | $262.3B |
| ALPHABET INC-CL AGOOGL | 209 funds | $154.3B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $99.5B |
| JPMORGAN CHASE & COJPM | 208 funds | $62.2B |
| AMAZON.COM INCAMZN | 207 funds | $184.0B |
| BROADCOM INCAVGO | 207 funds | $133.3B |
| ELI LILLY & COLLY | 205 funds | $67.0B |
| COSTCO WHOLESALE CORPCOST | 205 funds | $38.3B |
| NVIDIA CORPNVDA | 203 funds | $339.0B |
| VISA INC-CLASS A SHARESV | 203 funds | $52.4B |
| MASTERCARD INC - AMA | 203 funds | $48.1B |
Ranked by how many of AYI'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 AYI. 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.