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/BFAM/capital-change-brief"
Use Arkolith's capital_change_brief for BFAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $315.7M | 3.8M | ▲+40% Added · +1.1M sh | Q1 2026 | |
| 2 | AQR CAPITAL MANAGEMENT LLC | $271.0M | 3.3M | ▲+111% Added · +1.7M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $243.2M | 3.0M | ▼−7.0% Reduced · −223K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $204.9M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $180.1M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $174.7M | 2.2M | ▲+0.8% Added · +16K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $158.0M | 1.9M | ▼−36% Reduced · −1.1M sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $117.6M | 1.4M | ▼−3.1% Reduced · −46K sh | Q1 2026 | |
| 9 | ABRAMS BISON INVESTMENTS, LLC | $116.0M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $111.2M | 1.4M | ▲+97% Added · +667K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $109.6M | 1.3M | ▲+31% Added · +317K sh | Q1 2026 | |
| 12 | Conestoga Capital Advisors, LLC | $106.2M | 1.3M | ▲+17% Added · +192K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $96.6M | 1.2M | ▼−38% Reduced · −716K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $89.4M | 1.1M | ▼−18% Reduced · −240K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $88.1M | 1.1M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $82.4M | 1.0M | ▼−11% Reduced · −126K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $81.0M | 986K | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $80.8M | 983K | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 19 | BANK OF MONTREAL /CAN/ | $80.0M | 974K | ▲326× Added · +971K sh | Q1 2026 | |
| 20 | UBS Group AG | $69.4M | 845K | ▲+178% Added · +542K sh | Q1 2026 | |
| 21 | GENEVA CAPITAL MANAGEMENT LLC | $65.1M | 792K | ▼−9.4% Reduced · −83K sh | Q1 2026 | |
| 22 | Giverny Capital Inc. | $61.0M | 742K | ▲+81% Added · +332K sh | Q1 2026 | |
| 23 | NORGES BANK | $74.3M | 733K | ▲+3.3% Added · +24K sh | Q4 2025 | |
| 24 | WELLS FARGO & COMPANY/MN | $56.5M | 688K | ▲+32% Added · +168K sh | Q1 2026 | |
| 25 | JANUS HENDERSON GROUP PLC | $56.1M | 683K | ▲+4.1% Added · +27K 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 3, 2026 | LISSY DAVID H | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | Alleva Lawrence M | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | Atkinson Julie | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | HITCH JORDAN | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | Richie Laurel | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | Schulz Jennifer | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | TOCIO MARY ANN | Director | Grant (A) | 2K | — |
| Jun 3, 2026 | BEKENSTEIN JOSHUA | Director | Grant (A) | 2K | — |
| Mar 4, 2026 | BOLAND ELIZABETH J | Chief Financial Officer | Grant (A) | 10K | $0 |
| Mar 4, 2026 | Kramer Stephen Howard | CEO & President, Director | Grant (A) | 33K | $0 |
| Mar 4, 2026 | Burke Mary Lou | COO North America Center Ops | Grant (A) | 7K | $0 |
| Mar 4, 2026 | Berman Mandy | COO Back-Up and Ed Advisory | Grant (A) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 148 funds | $59.2B |
| ALPHABET INC-CL AGOOGL | 147 funds | $39.3B |
| ELI LILLY & COLLY | 145 funds | $15.0B |
| NVIDIA CORPNVDA | 144 funds | $82.0B |
| COSTCO WHOLESALE CORPCOST | 144 funds | $9.9B |
| APPLE INCAAPL | 143 funds | $67.6B |
| AMAZON.COM INCAMZN | 142 funds | $45.3B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $25.1B |
| SERVICENOW INCNOW | 142 funds | $4.4B |
| BOSTON SCIENTIFIC CORPBSX | 142 funds | $4.0B |
| VISA INC-CLASS A SHARESV | 141 funds | $11.8B |
| MASTERCARD INC - AMA | 141 funds | $11.5B |
Ranked by how many of BFAM'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 BFAM. 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.