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/BE/capital-change-brief"
Use Arkolith's capital_change_brief for BE. 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. | $3.4B | 25.1M | ▲+3.7% Added · +904K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $3.1B | 22.9M | ▼−20% Reduced · −5.8M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 12.8M | ▲New +12.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 11.8M | ▲New +11.8M sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $1.2B | 9.1M | ▲+350% Added · +7.1M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1.0B | 7.6M | ▼−18% Reduced · −1.7M sh | Q1 2026 | |
| 7 | Situational Awareness LP | $878.7M | 6.5M | ▼−36% Reduced · −3.6M sh | Q1 2026 | |
| 8 | Situational Awareness Partners LP | $878.7M | 6.5M | ▲New +6.5M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $877.1M | 6.5M | ▲+7.3% Added · +439K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $810.6M | 5.9M | ▲+13% Added · +670K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $666.9M | 4.9M | ▲+1.9% Added · +94K sh | Q1 2026 | |
| 12 | Value Aligned Research Advisors, LLC | $621.2M | 4.6M | ▲+32% Added · +1.1M sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $570.3M | 4.2M | ▼−52% Reduced · −4.6M sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $480.7M | 3.5M | ▲+83% Added · +1.6M sh | Q1 2026 | |
| 15 | NORGES BANK | $239.7M | 2.8M | ▲+14% Added · +341K sh | Q4 2025 | |
| 16 | FRANKLIN RESOURCES INC | $373.4M | 2.8M | ▲+47% Added · +876K sh | Q1 2026 | |
| 17 | FMR LLC | $372.8M | 2.8M | ▲+29% Added · +627K sh | Q1 2026 | |
| 18 | JENNISON ASSOCIATES LLC | $364.1M | 2.7M | ▲202× Added · +2.7M sh | Q1 2026 | |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | $311.5M | 2.3M | ▼−16% Reduced · −443K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $302.1M | 2.2M | ▲+9.2% Added · +187K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $299.7M | 2.2M | ▲+6.1% Added · +127K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $293.5M | 2.2M | ▲+85% Added · +996K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $279.9M | 2.1M | ▲+12% Added · +221K sh | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $260.6M | 1.9M | ▼−22% Reduced · −546K sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $167.0M | 1.9M | ▼−10.0% Reduced · −213K 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 | Joshi Aman | Chief Commercial Officer | Sell (S) | 8K | $2.5M |
| Jun 30, 2026 | IMMELT JEFFREY R | Director | Grant (A) | 85 | $26K |
| Jun 30, 2026 | WARNER CYNTHIA J | Director | Grant (A) | 76 | $23K |
| Jun 16, 2026 | Joshi Aman | Chief Commercial Officer | Sell (S) | 4K | $1.0M |
| Jun 16, 2026 | Kurzymski Maciej | Chief Accounting Officer | Sell (S) | 2K | $652K |
| Jun 16, 2026 | SODERBERG SHAWN MARIE | See Remarks | Sell (S) | 3K | $820K |
| Jun 16, 2026 | Chitoori Satish | Chief Operations Officer | Sell (S) | 3K | $820K |
| May 28, 2026 | CHAMBERS JOHN T | Director | Sell (S) | 55K | $16.4M |
| May 21, 2026 | WARNER CYNTHIA J | Director | Grant (A) | 1K | $0 |
| May 21, 2026 | ZERVIGON EDDY | Director | Grant (A) | 1K | $0 |
| May 21, 2026 | Burger Barbara J | Director | Grant (A) | 1K | $0 |
| May 21, 2026 | IMMELT JEFFREY R | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 308 funds | $399.7B |
| AMAZON.COM INCAMZN | 304 funds | $217.1B |
| MICROSOFT CORPMSFT | 298 funds | $277.5B |
| META PLATFORMS INC-CLASS AMETA | 298 funds | $116.6B |
| BROADCOM INCAVGO | 296 funds | $159.1B |
| ALPHABET INC-CL AGOOGL | 292 funds | $178.0B |
| APPLE INCAAPL | 289 funds | $295.2B |
| MICRON TECHNOLOGY INCMU | 286 funds | $37.4B |
| ADVANCED MICRO DEVICESAMD | 284 funds | $32.1B |
| ELI LILLY & COLLY | 283 funds | $75.0B |
| VISA INC-CLASS A SHARESV | 282 funds | $58.7B |
| JPMORGAN CHASE & COJPM | 281 funds | $66.9B |
Ranked by how many of BE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BE. 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.