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/BEAM/capital-change-brief"
Use Arkolith's capital_change_brief for BEAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $296.7M | 12.5M | ▲+4.6% Added · +543K sh | Q1 2026 | |
| 2 | ARK Investment Management LLC | $289.1M | 12.1M | ▼−2.7% Reduced · −334K sh | Q1 2026 | |
| 3 | FARALLON CAPITAL MANAGEMENT LLC | $241.5M | 10.1M | ▲+0.7% Added · +72K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $202.3M | 8.5M | ▲+0.4% Added · +37K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $135.8M | 5.7M | ▲+9.0% Added · +471K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $108.9M | 4.6M | ▲New +4.6M sh | Q1 2026 | |
| 7 | ARCH Venture Management, LLC | $108.2M | 4.5M | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $104.3M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 9 | Sumitomo Mitsui Trust Group, Inc. | $91.2M | 3.8M | ▼−13% Reduced · −584K sh | Q1 2026 | |
| 10 | Amova Asset Management Americas, Inc. | $91.2M | 3.8M | ▼−13% Reduced · −584K sh | Q1 2026 | |
| 11 | Kynam Capital Management, LP | $87.7M | 3.7M | ▲+51% Added · +1.2M sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $64.7M | 2.7M | ▼−0.6% Reduced · −17K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $57.6M | 2.4M | ▲+2.8% Added · +67K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $51.3M | 2.2M | ▲+11% Added · +207K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $39.4M | 1.7M | ▼−3.4% Reduced · −59K sh | Q1 2026 | |
| 16 | ADAR1 Capital Management, LLC | $34.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 17 | Casdin Capital, LLC | $32.2M | 1.4M | ▼−16% Reduced · −250K sh | Q1 2026 | |
| 18 | Redmile Group, LLC | $29.5M | 1.2M | ▼−3.7% Reduced · −48K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $28.9M | 1.2M | ▲+8.1% Added · +90K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $25.9M | 1.1M | ▲+171% Added · +685K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $24.0M | 1.0M | ▲+92% Added · +483K sh | Q1 2026 | |
| 22 | UBS Group AG | $19.7M | 826K | ▼−15% Reduced · −148K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $19.7M | 826K | ▲+2.0% Added · +17K sh | Q1 2026 | |
| 24 | Deep Track Capital, LP | $19.6M | 821K | ▲New +821K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.3M | 808K | ▼−3.1% Reduced · −26K 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 30, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 25K | $26K |
| Jun 30, 2026 | Evans John M. | CEO, Director | Sell (S) | 23K | $791K |
| Jun 30, 2026 | Evans John M. | CEO, Director | Sell (S) | 2K | $66K |
| Jun 30, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 25K | $0 |
| Jun 30, 2026 | Simon Amy | Chief Medical Officer | Sell (S) | 373 | $13K |
| Jun 29, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 19K | $13K |
| Jun 29, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 6K | $7K |
| Jun 29, 2026 | Evans John M. | CEO, Director | Sell (S) | 13K | $472K |
| Jun 29, 2026 | Evans John M. | CEO, Director | Sell (S) | 12K | $416K |
| Jun 29, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 19K | $0 |
| Jun 29, 2026 | Evans John M. | CEO, Director | Option exercise (M) | 6K | $0 |
| Jun 26, 2026 | FMR LLC | 10% Owner | Sell (S) | 251K | $8.9M |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 72 funds | $9.2B |
| NVIDIA CORPNVDA | 71 funds | $49.6B |
| MICROSOFT CORPMSFT | 71 funds | $34.6B |
| AMAZON.COM INCAMZN | 71 funds | $24.9B |
| ALPHABET INC-CL AGOOGL | 71 funds | $24.1B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $15.6B |
| UNITEDHEALTH GROUP INCUNH | 71 funds | $3.2B |
| INTUITIVE SURGICAL INCISRG | 71 funds | $3.0B |
| BROADCOM INCAVGO | 70 funds | $19.3B |
| APPLE INCAAPL | 69 funds | $40.7B |
| TESLA INCTSLA | 69 funds | $11.9B |
| MICRON TECHNOLOGY INCMU | 69 funds | $7.4B |
Ranked by how many of BEAM'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 BEAM. 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.