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/BABA/capital-change-brief"
Use Arkolith's capital_change_brief for BABA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $2.5B | 20.5M | ▼−5.3% Reduced · −1.2M sh | Q1 2026 | |
| 2 | PRIMECAP MANAGEMENT CO/CA/ | $2.3B | 18.7M | ▼−1.3% Reduced · −255K sh | Q1 2026 | |
| 3 | UBS Group AG | $1.3B | 10.6M | ▼−0.8% Reduced · −89K sh | Q1 2026 | |
| 4 | DODGE & COX | $1.2B | 9.9M | ▼−1.0% Reduced · −99K sh | Q1 2026 | |
| 5 | HSBC HOLDINGS PLC | $1.1B | 9.1M | ▲+6.2% Added · +531K sh | Q1 2026 | |
| 6 | FMR LLC | $984.6M | 7.8M | ▼−24% Reduced · −2.4M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $770.9M | 6.1M | ▲+13% Added · +699K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $715.9M | 5.7M | ▼−26% Reduced · −2.0M sh | Q1 2026 | |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $694.4M | 5.5M | ▼−3.8% Reduced · −216K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $655.2M | 5.2M | ▼−6.8% Reduced · −381K sh | Q1 2026 | |
| 11 | Fisher Asset Management, LLC | $642.6M | 5.1M | ▼−4.0% Reduced · −214K sh | Q1 2026 | |
| 12 | SIH Partners, LLLP | $617.4M | 4.9M | ▲+322% Added · +3.8M sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $346.4M | 4.7M | ▲+126% Added · +2.6M sh | Q1 2026 | |
| 14 | NORGES BANK | $594.5M | 4.1M | ▼−13% Reduced · −593K sh | Q4 2025 | |
| 15 | CITIGROUP INC | $434.9M | 3.5M | ▲+22% Added · +622K sh | Q1 2026 | |
| 16 | Appaloosa LP | $434.7M | 3.5M | ▼−33% Reduced · −1.7M sh | Q1 2026 | |
| 17 | BlackRock, Inc. | $396.5M | 3.2M | ▼−17% Reduced · −656K sh | Q1 2026 | |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | $394.0M | 3.1M | ▲+86% Added · +1.5M sh | Q1 2026 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $342.9M | 2.7M | ▼−17% Reduced · −560K sh | Q1 2026 | |
| 20 | HHLR ADVISORS, LTD. | $307.8M | 2.5M | ▼−55% Reduced · −3.0M sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $286.1M | 2.3M | ▲+14% Added · +273K sh | Q1 2026 | |
| 22 | DEUTSCHE BANK AG\ | $271.5M | 2.2M | ▲17× Added · +2.0M sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $228.8M | 1.8M | ▼−7.1% Reduced · −140K sh | Q1 2026 | |
| 24 | LANDESBANK BADEN-WUERTTEMBERG | $221.0M | 1.8M | —Held | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $225.8M | 1.8M | ▼−0.6% Reduced · −11K 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 1, 2026 | Wu Yongming | Chief Executive Officer, Director | Option exercise (M) | 28K | $0 |
| Jul 1, 2026 | Wu Yongming | Chief Executive Officer, Director | Option exercise (M) | 13K | $0 |
| Jul 1, 2026 | Wu Yongming | Chief Executive Officer, Director | Option exercise (M) | 28K | — |
| Jul 1, 2026 | Wu Yongming | Chief Executive Officer, Director | Option exercise (M) | 13K | — |
| Jul 1, 2026 | Tsai Joseph C | Director | Option exercise (M) | 8K | $0 |
| Jul 1, 2026 | Tsai Joseph C | Director | Option exercise (M) | 3K | $0 |
| Jul 1, 2026 | Tsai Joseph C | Director | Option exercise (M) | 8K | — |
| Jul 1, 2026 | Tsai Joseph C | Director | Option exercise (M) | 3K | — |
| Jun 29, 2026 | EVANS J. MICHAEL | President, Director | Sell (S) | 27K | $2.6M |
| Jun 29, 2026 | EVANS J. MICHAEL | President, Director | Sell (S) | 693K | $65.8M |
| Jun 25, 2026 | Jiang Fan (FJ) | CEO of Business Group | Option exercise (M) | 16K | $0 |
| Jun 25, 2026 | Jiang Fan (FJ) | CEO of Business Group | Option exercise (M) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 380 funds | $374.3B |
| AMAZON.COM INCAMZN | 375 funds | $219.6B |
| MICROSOFT CORPMSFT | 374 funds | $272.3B |
| META PLATFORMS INC-CLASS AMETA | 369 funds | $123.5B |
| ALPHABET INC-CL AGOOGL | 367 funds | $197.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 361 funds | $60.1B |
| APPLE INCAAPL | 360 funds | $273.6B |
| BROADCOM INCAVGO | 359 funds | $144.3B |
| ALPHABET INC-CL CGOOG | 351 funds | $115.5B |
| JPMORGAN CHASE & COJPM | 351 funds | $67.9B |
| VISA INC-CLASS A SHARESV | 349 funds | $64.9B |
| MASTERCARD INC - AMA | 347 funds | $54.2B |
Ranked by how many of BABA'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 BABA. 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.