Among active 13F managers last quarter, 2 opened and 20 added, while 30 reduced; the largest holder to move was Massachusetts Financial Services Co (+11%). Over the last 180 days, 2 insiders sold and none bought, a net -$2.2M in open-market trades.
Funds lean out and no leg opposes.
406 tracked 13F filers disclose a position in BC as of the latest SEC 13F filings, a combined $4.8B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $449.2M | ▲+4.5% Added · +266K sh | Q1 2026 | |
| 2 | Massachusetts Financial Services Co | 4.0M | $290.6M | ▲+11% Added · +382K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 3.4M | $248.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | American Century Companies Inc | 3.0M | $221.6M | ▲+20% Added · +497K sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 2.9M | $213.3M | ▲+2.9% Added · +83K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 2.9M | $212.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | Baillie Gifford & Co | 2.9M | $210.3M | ▲+72% Added · +1.2M sh | Q1 2026 | |
| 8 | Harris Associates L P | 2.2M | $162.5M | ▼−8.3% Reduced · −202K sh | Q1 2026 | |
| 9 | State Street Corp | 2.1M | $179.2M | ▲+2.6% Added · +53K sh | Q2 2026 | |
| 10 | AQR Capital Management LLC | 2.0M | $142.8M | ▲+68% Added · +808K sh | Q1 2026 | |
| 11 | Lightrock Netherlands B.V. | 1.5M | Withheld | ▲+73% Added · +632K sh | Q2 2026 | |
| 12 | Marshall Wace, LLP | 1.5M | $108.7M | ▼−22% Reduced · −428K sh | Q1 2026 | |
| 13 | Deprince Race & Zollo Inc | 1.5M | $122.5M | ▼−11% Reduced · −185K sh | Q2 2026 | |
| 14 | Bank of New York Mellon Corp | 1.4M | $100.4M | ▼−2.3% Reduced · −32K sh | Q1 2026 | |
| 15 | Geode Capital Management, LLC | 1.2M | $102.5M | ▲+1.0% Added · +12K sh | Q2 2026 | |
| 16 | Channing Capital Management, LLC | 1.1M | $93.1M | ▼−2.4% Reduced · −27K sh | Q2 2026 | |
| 17 | Franklin Templeton Inc | 1.0M | $74.4M | ▲+10% Added · +96K sh | Q1 2026 | |
| 18 | Bank Of America Corp | 872K | $63.5M | ▲+296% Added · +652K sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 866K | $62.8M | ▲+21% Added · +153K sh | Q1 2026 | |
| 20 | Copeland Capital Management, LLC | 849K | $71.5M | ▼−4.6% Reduced · −41K sh | Q2 2026 | |
| 21 | Principal Financial Group Inc | 828K | $60.2M | ▼−7.9% Reduced · −71K sh | Q1 2026 | |
| 22 | Turtle Creek Asset Management Inc. | 788K | $57.3M | ▼−28% Reduced · −309K sh | Q1 2026 | |
| 23 | Morgan Stanley | 770K | $56.0M | ▼−5.1% Reduced · −41K sh | Q1 2026 | |
| 24 | FMR LLC | 752K | $54.7M | ▼−40% Reduced · −507K sh | Q1 2026 | |
| 25 | AllianceBernstein L.P. | 711K | $52.8M | ▼−38% Reduced · −442K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in BC and 20 added to an existing one, while 30 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 234 funds | $264.2B |
| Amazon.com IncAMZN | 230 funds | $203.2B |
| Meta Platforms Inc-Class AMETA | 229 funds | $111.0B |
| Nvidia CorpNVDA | 228 funds | $384.2B |
| Alphabet Inc-CL AGOOGL | 226 funds | $166.5B |
| Apple IncAAPL | 224 funds | $281.0B |
| Broadcom IncAVGO | 222 funds | $147.6B |
| JPMorgan Chase & CoJPM | 222 funds | $59.9B |
| Alphabet Inc-CL CGOOG | 221 funds | $118.7B |
| Eli Lilly & CoLLY | 218 funds | $70.1B |
| Mastercard Inc - AMA | 218 funds | $53.1B |
| Chevron CorpCVX | 218 funds | $29.0B |
Ranked by how many of BC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Cooper Nancy E | Director | Sell (S) | 206 | $16K |
| May 26, 2026 | Foulkes David M | Chief Executive Officer | Sell (S) | 26K | $2.1M |
| May 1, 2026 | Cooper Nancy E | Director | Sell (S) | 194 | $15K |
| Feb 19, 2026 | Cooper Nancy E | Director | Sell (S) | 192 | $17K |
| Feb 17, 2026 | Gwillim Ryan M | E.V.P. , CFO, CSO | Sell (S) | 13K | $1.1M |
| Feb 6, 2026 | Dekker Christopher F | E.V.P. GEN COUNSEL & SECRETARY | Sell (S) | 5K | $435K |
| Feb 5, 2026 | Foulkes David M | Chief Executive Officer | Sell (S) | 38K | $3.3M |
| Nov 3, 2025 | Cooper Nancy E | Director | Sell (S) | 233 | $15K |
| Aug 1, 2025 | Cooper Nancy E | Director | Sell (S) | 265 | $15K |
| Jun 11, 2025 | Dekker Christopher F | E.V.P. GEN COUNSEL & SECRETARY | Sell (S) | 2K | $122K |
| May 1, 2025 | Cooper Nancy E | Director | Sell (S) | 429 | $20K |
| Feb 26, 2025 | Altman Randall S | SVP and Controller | Sell (S) | 3K | $216K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 47 | 44 | – |
Insiders Form 4 open-market | 0 | 2 | -$2.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BC
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/BC/capital-change-brief"
Use Arkolith's capital_change_brief for BC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BC. Filings are public domain, sourced to SEC EDGAR.