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/BF.A/capital-change-brief"
Use Arkolith's capital_change_brief for BF/A. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lindsell Train Ltd | $58.4M | 2.1M | ▼−17% Reduced · −450K sh | Q2 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $53.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 3 | GARDNER RUSSO & QUINN LLC | $44.1M | 1.6M | ▼−1.2% Reduced · −20K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $39.5M | 1.5M | ▲+38% Added · +406K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $37.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 6 | GABELLI FUNDS LLC | $24.1M | 901K | —Held | Q1 2026 | |
| 7 | MARKEL GROUP INC. | $22.6M | 843K | —Held | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $20.7M | 772K | ▲+20% Added · +129K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $15.5M | 580K | ▼−2.0% Reduced · −12K sh | Q1 2026 | |
| 10 | Glenview Trust Co | $13.4M | 504K | ▼~0% Reduced · −23 sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $13.3M | 495K | ▲+49% Added · +163K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $9.1M | 339K | ▼−31% Reduced · −153K sh | Q1 2026 | |
| 13 | NORGES BANK | $7.6M | 289K | ▲2k× Added · +289K sh | Q4 2025 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $7.4M | 277K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 15 | Kessler Investment Group, LLC | $6.0M | 218K | ▼−31% Reduced · −99K sh | Q2 2026 | |
| 16 | GAMCO INVESTORS, INC. ET AL | $5.5M | 206K | ▼−12% Reduced · −29K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $4.7M | 174K | ▼−26% Reduced · −61K sh | Q1 2026 | |
| 18 | Quantinno Capital Management LP | $4.7M | 174K | ▲+34% Added · +44K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $3.9M | 144K | ▼−4.1% Reduced · −6K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $3.9M | 144K | ▲+18% Added · +22K sh | Q1 2026 | |
| 21 | STATE STREET CORP | $3.8M | 141K | ▲+31% Added · +33K sh | Q1 2026 | |
| 22 | Swiss National Bank | $2.7M | 100K | ▲New +100K sh | Q1 2026 | |
| 23 | STOCK YARDS BANK & TRUST CO | $2.4M | 90K | —Held | Q1 2026 | |
| 24 | Ethic Inc. | $2.3M | 87K | ▲+74% Added · +37K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $2.1M | 78K | ▲+82% Added · +35K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 55 funds | $5.7B |
| AMERICAN EXPRESS COAXP | 55 funds | $1.7B |
| APPLE INCAAPL | 54 funds | $30.2B |
| MICROSOFT CORPMSFT | 54 funds | $24.8B |
| AMAZON.COM INCAMZN | 54 funds | $17.0B |
| ALPHABET INC-CL AGOOGL | 54 funds | $16.7B |
| ALPHABET INC-CL CGOOG | 54 funds | $13.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $7.5B |
| COSTCO WHOLESALE CORPCOST | 54 funds | $5.2B |
| UBER TECHNOLOGIES INCUBER | 54 funds | $1.8B |
| S&P GLOBAL INCSPGI | 54 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $9.6B |
Ranked by how many of BF.A'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 BF.A. 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.