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/BKR/capital-change-brief"
Use Arkolith's capital_change_brief for BKR. 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. | $6.0B | 97.5M | ▲+4.3% Added · +4.0M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $4.0B | 65.0M | ▲+5.8% Added · +3.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.9B | 64.2M | ▲New +64.2M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $3.5B | 58.2M | ▼−33% Reduced · −28.6M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 48.8M | ▲New +48.8M sh | Q1 2026 | |
| 6 | DODGE & COX | $2.2B | 35.9M | ▼−12% Reduced · −4.9M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.6B | 26.8M | ▲+2.4% Added · +634K sh | Q1 2026 | |
| 8 | NORGES BANK | $1.0B | 22.5M | ▼−0.2% Reduced · −49K sh | Q4 2025 | |
| 9 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $838.5M | 13.7M | ▲+9.7% Added · +1.2M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $791.0M | 13.0M | ▼−3.9% Reduced · −519K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $767.8M | 12.6M | ▲+8.1% Added · +942K sh | Q1 2026 | |
| 12 | Artisan Partners Limited Partnership | $754.1M | 12.4M | ▼−27% Reduced · −4.6M sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $697.0M | 11.4M | ▼−2.9% Reduced · −345K sh | Q1 2026 | |
| 14 | FMR LLC | $678.9M | 11.1M | ▼−4.0% Reduced · −470K sh | Q1 2026 | |
| 15 | Amundi | $668.3M | 10.9M | ▲+28% Added · +2.4M sh | Q1 2026 | |
| 16 | FIRST TRUST ADVISORS LP | $590.0M | 9.7M | ▲+4.0% Added · +375K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $562.5M | 9.2M | ▲+0.9% Added · +81K sh | Q1 2026 | |
| 18 | Allspring Global Investments Holdings, LLC | $534.4M | 8.9M | ▼−4.7% Reduced · −433K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $536.9M | 8.8M | ▲+3.5% Added · +299K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $493.9M | 8.1M | ▲+2.8% Added · +222K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $493.1M | 8.1M | ▼−6.0% Reduced · −521K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $474.7M | 7.8M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 23 | AMERICAN CENTURY COMPANIES INC | $444.1M | 7.3M | ▼−14% Reduced · −1.2M sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $411.4M | 6.7M | ▲+1.8% Added · +119K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $405.7M | 6.6M | ▼−2.2% Reduced · −149K 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 | BORRAS MARIA C | Chief Growth & Experience Ofcr | Sell (S) | 72K | $4.0M |
| Jun 22, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Option exercise (M) | 100K | $3.6M |
| Jun 22, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Sell (S) | 181K | $10.6M |
| Jun 22, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Option exercise (M) | 100K | $0 |
| Jun 15, 2026 | Moghal Ahmed Farhan | EVP, Chief Financial Officer | Sell (S) | 20K | $1.2M |
| Jun 15, 2026 | Moghal Ahmed Farhan | EVP, Chief Financial Officer | Sell (S) | 3K | $212K |
| Jun 12, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Option exercise (M) | 100K | $3.6M |
| Jun 12, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Sell (S) | 181K | $11.5M |
| Jun 12, 2026 | Simonelli Lorenzo | Chairman, President and CEO, Director | Option exercise (M) | 100K | $0 |
| Jun 3, 2026 | Charlton Rebecca L | SVP, Controller & CAO | Sell (S) | 5K | $327K |
| Jun 1, 2026 | Charlton Rebecca L | SVP, Controller & CAO | Option exercise (M) | 12K | — |
| Jun 1, 2026 | Charlton Rebecca L | SVP, Controller & CAO | Tax withholding (F) | 5K | $289K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 372 funds | $429.6B |
| MICROSOFT CORPMSFT | 372 funds | $301.1B |
| ALPHABET INC-CL AGOOGL | 371 funds | $203.4B |
| AMAZON.COM INCAMZN | 370 funds | $228.5B |
| APPLE INCAAPL | 369 funds | $322.7B |
| BROADCOM INCAVGO | 369 funds | $165.8B |
| META PLATFORMS INC-CLASS AMETA | 369 funds | $132.7B |
| ELI LILLY & COLLY | 362 funds | $84.4B |
| JPMORGAN CHASE & COJPM | 359 funds | $78.9B |
| VISA INC-CLASS A SHARESV | 354 funds | $70.5B |
| ALPHABET INC-CL CGOOG | 353 funds | $130.6B |
| BANK OF AMERICA CORPBAC | 353 funds | $35.6B |
Ranked by how many of BKR'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 BKR. 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.