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/AZO/capital-change-brief"
Use Arkolith's capital_change_brief for AZO. 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. | $4.2B | 1.2M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $3.8B | 1.1M | ▲+103% Added · +580K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.6B | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.4B | 703K | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 5 | Curated Wealth Partners LLC | Withheld | 604K | ▲New +604K sh | Q2 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 546K | ▲New +546K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.5B | 446K | ▼−9.5% Reduced · −47K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 415K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.3B | 391K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.1B | 325K | ▼−6.5% Reduced · −23K sh | Q1 2026 | |
| 11 | FMR LLC | $965.1M | 286K | ▲+3.0% Added · +8K sh | Q1 2026 | |
| 12 | NORGES BANK | $939.2M | 277K | ▲+4.8% Added · +13K sh | Q4 2025 | |
| 13 | FIRST MANHATTAN CO. LLC. | $884.4M | 262K | ▲+0.2% Added · +501 sh | Q1 2026 | |
| 14 | Fiera Capital Corp | $881.7M | 261K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 15 | PineStone Asset Management Inc. | $780.6M | 244K | ▼−4.9% Reduced · −13K sh | Q2 2026 | |
| 16 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $673.0M | 199K | ▼−9.6% Reduced · −21K sh | Q1 2026 | |
| 17 | PARNASSUS INVESTMENTS, LLC | $660.9M | 196K | ▼−7.4% Reduced · −16K sh | Q1 2026 | |
| 18 | ALLIANCEBERNSTEIN L.P. | $656.5M | 194K | ▲+14% Added · +24K sh | Q1 2026 | |
| 19 | Mitsubishi UFJ Asset Management Co., Ltd. | $600.2M | 178K | ▲+0.4% Added · +713 sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $570.3M | 169K | ▼−6.6% Reduced · −12K sh | Q1 2026 | |
| 21 | MARSHFIELD ASSOCIATES | $557.4M | 165K | ▼−5.7% Reduced · −10K sh | Q1 2026 | |
| 22 | Boston Partners | $460.9M | 136K | ▼−42% Reduced · −101K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $425.1M | 126K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 24 | BROWN ADVISORY INC | $419.5M | 124K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $404.7M | 120K | ▲+2.1% Added · +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 13, 2026 | McCullough Mary Denise | SVP Supply Chain | Gift (G) | 1 | $0 |
| Jul 10, 2026 | Sharpley Grace Orians | SVP, Finance | Grant (A) | 300 | $0 |
| May 29, 2026 | Hannasch Brian | Director | Buy (P) | 165 | $493K |
| Apr 10, 2026 | GRAVES EARL G JR | Director | Sell (S) | 50 | $174K |
| Mar 31, 2026 | BEDSOLE JENNA M. | Sr. Vice President | Grant (A) | 4 | $14K |
| Mar 31, 2026 | BEDSOLE JENNA M. | Sr. Vice President | Grant (A) | 1 | $0 |
| Mar 31, 2026 | Borninkhof K. Michelle | Senior Vice President & CIO | Grant (A) | 3 | $10K |
| Mar 31, 2026 | Borninkhof K. Michelle | Senior Vice President & CIO | Grant (A) | 1 | $0 |
| Mar 31, 2026 | Daniele Philip B. | President & CEO | Grant (A) | 10 | $34K |
| Mar 31, 2026 | Daniele Philip B. | President & CEO | Grant (A) | 2 | $0 |
| Mar 31, 2026 | JACKSON JAMERE | CFO | Grant (A) | 1 | $3K |
| Mar 31, 2026 | Jaycox Kenneth E | SVP Commercial | Grant (A) | 1 | $3K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 397 funds | $301.0B |
| AMAZON.COM INCAMZN | 396 funds | $231.2B |
| APPLE INCAAPL | 391 funds | $320.1B |
| ALPHABET INC-CL AGOOGL | 390 funds | $199.6B |
| META PLATFORMS INC-CLASS AMETA | 390 funds | $124.1B |
| BROADCOM INCAVGO | 387 funds | $158.3B |
| VISA INC-CLASS A SHARESV | 387 funds | $67.1B |
| NVIDIA CORPNVDA | 386 funds | $420.2B |
| JPMORGAN CHASE & COJPM | 385 funds | $81.2B |
| ELI LILLY & COLLY | 381 funds | $80.1B |
| MASTERCARD INC - AMA | 381 funds | $63.2B |
| COSTCO WHOLESALE CORPCOST | 381 funds | $46.9B |
Ranked by how many of AZO'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 AZO. 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.