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/BAX/capital-change-brief"
Use Arkolith's capital_change_brief for BAX. 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. | $1.3B | 79.4M | ▼−6.3% Reduced · −5.4M sh | Q1 2026 | |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | $1.1B | 64.5M | ▼−7.9% Reduced · −5.5M sh | Q1 2026 | |
| 3 | DODGE & COX | $961.9M | 57.3M | ▲+0.4% Added · +255K sh | Q1 2026 | |
| 4 | FMR LLC | $777.2M | 46.3M | ▲+33% Added · +11.5M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $562.9M | 33.5M | ▲New +33.5M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $403.1M | 24.0M | ▲New +24.0M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $335.9M | 20.0M | ▼−11% Reduced · −2.6M sh | Q1 2026 | |
| 8 | GREENHAVEN ASSOCIATES INC | $240.4M | 14.3M | ▲+34% Added · +3.6M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $230.8M | 13.8M | ▲+1.9% Added · +253K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $123.4M | 7.3M | ▼−15% Reduced · −1.3M sh | Q1 2026 | |
| 11 | First Pacific Advisors, LP | $112.6M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 12 | EQUITY INVESTMENT CORP | $107.0M | 6.4M | ▲+30% Added · +1.5M sh | Q1 2026 | |
| 13 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $104.6M | 6.2M | —Held | Q1 2026 | |
| 14 | NORGES BANK | $118.3M | 6.2M | ▲+13% Added · +722K sh | Q4 2025 | |
| 15 | BANK OF AMERICA CORP /DE/ | $103.6M | 6.2M | ▲+44% Added · +1.9M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $99.6M | 5.9M | ▲+2.8% Added · +161K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $93.9M | 5.6M | ▲+5.2% Added · +278K sh | Q1 2026 | |
| 18 | Artisan Partners Limited Partnership | $81.7M | 4.9M | ▲+2.2% Added · +104K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $73.0M | 4.3M | ▼−7.0% Reduced · −326K sh | Q1 2026 | |
| 20 | UBS Group AG | $72.6M | 4.3M | ▼−60% Reduced · −6.3M sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $65.0M | 3.9M | ▲+33% Added · +965K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $57.5M | 3.4M | ▲+0.7% Added · +24K sh | Q1 2026 | |
| 23 | RWC Asset Management LLP | $51.7M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $48.7M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $41.8M | 2.6M | ▲+11% Added · +252K 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 |
|---|---|---|---|---|---|
| Jun 2, 2026 | Wallace Steven P. | President, Adv. Surgery | Tax withholding (F) | 153 | $3K |
| Jun 2, 2026 | Teaff James | President, CCS | Tax withholding (F) | 321 | $6K |
| Jun 1, 2026 | Zielinski Anita A | SVP, Interim CFO, CAO & Cntrlr | Grant (A) | 13K | $0 |
| May 5, 2026 | Wilkes David S. | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | Wendell Amy McBride | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | SCHLICHTING NANCY M | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | MORRISON PATRICIA | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | McDonnell Michael R. | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | Ampofo William A. II | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | Craig Jeffrey A | Director | Grant (A) | 13K | $0 |
| May 5, 2026 | Shafer David Brent | Director | Grant (A) | 13K | $0 |
| Mar 6, 2026 | Grade Joel T. | EVP and CFO | Tax withholding (F) | 8K | $144K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 192 funds | $218.1B |
| META PLATFORMS INC-CLASS AMETA | 192 funds | $93.0B |
| ALPHABET INC-CL AGOOGL | 191 funds | $134.7B |
| ALPHABET INC-CL CGOOG | 191 funds | $104.8B |
| AMAZON.COM INCAMZN | 190 funds | $161.5B |
| NVIDIA CORPNVDA | 189 funds | $302.4B |
| APPLE INCAAPL | 189 funds | $231.4B |
| JPMORGAN CHASE & COJPM | 189 funds | $52.9B |
| VISA INC-CLASS A SHARESV | 189 funds | $45.6B |
| BANK OF AMERICA CORPBAC | 188 funds | $24.6B |
| ABBOTT LABORATORIESABT | 188 funds | $14.8B |
| BROADCOM INCAVGO | 187 funds | $117.8B |
Ranked by how many of BAX'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 BAX. 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.