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/BDX/capital-change-brief"
Use Arkolith's capital_change_brief for BDX. 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. | $4.1B | 26.2M | ▼−5.4% Reduced · −1.5M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.9B | 18.5M | ▲New +18.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 15.3M | ▲New +15.3M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.2B | 13.8M | ▼−1.2% Reduced · −166K sh | Q1 2026 | |
| 5 | First Eagle Investment Management, LLC | $1.9B | 11.9M | ▲+2.4% Added · +282K sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 9.7M | ▼−33% Reduced · −4.7M sh | Q1 2026 | |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.2B | 9.1M | ▼−4.1% Reduced · −385K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 7.1M | ▲+3.2% Added · +222K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $843.2M | 5.4M | ▲+2.3% Added · +119K sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $694.8M | 4.4M | ▲+3.3% Added · +140K sh | Q1 2026 | |
| 11 | Clearbridge Investments, LLC | $650.9M | 4.1M | ▲+1.2% Added · +48K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $632.2M | 4.0M | ▲+19% Added · +646K sh | Q1 2026 | |
| 13 | NORGES BANK | $734.3M | 3.8M | ▼−0.2% Reduced · −9K sh | Q4 2025 | |
| 14 | JPMORGAN CHASE & CO | $552.3M | 3.6M | ▲+2.2% Added · +77K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $535.5M | 3.4M | ▲+8.8% Added · +276K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $523.0M | 3.3M | ▲+3.9% Added · +125K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $419.6M | 2.7M | ▼−5.1% Reduced · −145K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $393.3M | 2.5M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $390.3M | 2.5M | ▲+53% Added · +855K sh | Q1 2026 | |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | $376.1M | 2.4M | ▼−12% Reduced · −338K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $357.1M | 2.3M | ▼−5.5% Reduced · −134K sh | Q1 2026 | |
| 22 | HARRIS ASSOCIATES L P | $349.4M | 2.2M | ▼−22% Reduced · −620K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $325.6M | 2.1M | ▲+7.3% Added · +140K sh | Q1 2026 | |
| 24 | Veritas Asset Management LLP | $318.0M | 2.0M | ▼−30% Reduced · −852K sh | Q1 2026 | |
| 25 | First Pacific Advisors, LP | $311.4M | 2.0M | ▲+1.5% Added · +29K 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 | Muhsin Bilal | EVP & President Connected Care | Tax withholding (F) | 2K | $0 |
| Jul 1, 2026 | Muhsin Bilal | EVP & President Connected Care | Grant (A) | 14K | $0 |
| Jun 26, 2026 | Feld Michael | EVP, Chief Revenue Officer | Sell (S) | 75 | $11K |
| Jun 24, 2026 | Garrison Michael David | EVP & Pres Med.Essntl&BioPharm | Sell (S) | 1K | $160K |
| Jun 10, 2026 | Garrison Michael David | EVP & Pres Med.Essntl&BioPharm | Sell (S) | 1K | $167K |
| Jun 1, 2026 | Polen Thomas E Jr | Chairman, CEO and President, Director | Option exercise (M) | 20K | $2.5M |
| Jun 1, 2026 | Polen Thomas E Jr | Chairman, CEO and President, Director | Disposed to issuer (D) | 17K | $2.5M |
| Jun 1, 2026 | Polen Thomas E Jr | Chairman, CEO and President, Director | Sell (S) | 3K | $405K |
| Jun 1, 2026 | Polen Thomas E Jr | Chairman, CEO and President, Director | Option exercise (M) | 20K | $0 |
| Jun 1, 2026 | Menziuso Peter | EVP and President, BDI | Grant (A) | 14K | $0 |
| May 26, 2026 | Feld Michael | EVP, Chief Revenue Officer | Sell (S) | 75 | $11K |
| May 8, 2026 | Byington Carrie L | Director | Grant (A) | 105 | $16K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 418 funds | $292.0B |
| AMAZON.COM INCAMZN | 415 funds | $217.2B |
| APPLE INCAAPL | 413 funds | $305.5B |
| ALPHABET INC-CL AGOOGL | 412 funds | $184.7B |
| META PLATFORMS INC-CLASS AMETA | 411 funds | $117.5B |
| NVIDIA CORPNVDA | 406 funds | $388.8B |
| ALPHABET INC-CL CGOOG | 405 funds | $129.8B |
| VISA INC-CLASS A SHARESV | 404 funds | $64.9B |
| JPMORGAN CHASE & COJPM | 403 funds | $74.1B |
| MASTERCARD INC - AMA | 402 funds | $57.4B |
| BROADCOM INCAVGO | 401 funds | $154.2B |
| ELI LILLY & COLLY | 401 funds | $75.1B |
Ranked by how many of BDX'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 BDX. 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.