| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $284.2M | 7.7M | ▲+0.4% Added · +34K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $150.3M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 3 | UBS Group AG | $118.5M | 3.2M | ▲+381% Added · +2.5M sh | Q1 2026 | |
| 4 | FIRST MANHATTAN CO. LLC. | $99.0M | 2.7M | ▲+10% Added · +248K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $86.9M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 6 | ICONIQ Capital, LLC | $77.2M | 2.1M | —Held | Q1 2026 | |
| 7 | STATE STREET CORP | $75.5M | 2.0M | ▲+2.0% Added · +41K sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $74.9M | 2.0M | ▼−6.1% Reduced · −131K sh | Q1 2026 | |
| 9 | HAWK RIDGE CAPITAL MANAGEMENT LP | $70.0M | 1.9M | ▲+26% Added · +393K sh | Q1 2026 | |
| 10 | Conestoga Capital Advisors, LLC | $62.4M | 1.7M | ▼−8.8% Reduced · −164K sh | Q1 2026 | |
| 11 | NORGES BANK | $80.8M | 1.5M | ▲+317% Added · +1.1M sh | Q4 2025 | |
| 12 | WESTWOOD HOLDINGS GROUP INC | $53.9M | 1.5M | ▼−4.2% Reduced · −63K sh | Q1 2026 | |
| 13 | Engaged Capital LLC | $50.6M | 1.4M | ▲+26% Added · +284K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $45.7M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $44.2M | 1.2M | ▼−3.6% Reduced · −46K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $40.1M | 1.1M | ▼−15% Reduced · −191K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $39.4M | 1.1M | ▲+21% Added · +182K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $33.8M | 915K | ▲+9.3% Added · +78K sh | Q1 2026 | |
| 19 | FMR LLC | $32.8M | 885K | ▼−30% Reduced · −382K sh | Q1 2026 | |
| 20 | Tensile Capital Management LP | $27.8M | 751K | ▼−5.1% Reduced · −40K sh | Q1 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $22.8M | 617K | ▲+35% Added · +160K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $21.9M | 592K | ▼−7.2% Reduced · −46K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.3M | 521K | ▲+7.9% Added · +38K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $18.8M | 509K | ▼−32% Reduced · −244K sh | Q1 2026 | |
| 25 | GENEVA CAPITAL MANAGEMENT LLC | $17.7M | 478K | ▼−42% Reduced · −348K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 93 funds | $42.9B |
| NVIDIA CORPNVDA | 91 funds | $60.5B |
| APPLE INCAAPL | 91 funds | $50.8B |
| ALPHABET INC-CL AGOOGL | 90 funds | $27.7B |
| AMAZON.COM INCAMZN | 89 funds | $35.0B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $19.0B |
| VISA INC-CLASS A SHARESV | 88 funds | $9.5B |
| WALMART INCWMT | 88 funds | $6.8B |
| BROADCOM INCAVGO | 87 funds | $21.6B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $7.4B |
| NETFLIX INCNFLX | 87 funds | $5.4B |
| ELI LILLY & COLLY | 86 funds | $11.0B |
Ranked by how many of BL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Yamamoto Mika | Director | Sell (S) | 3K | $85K |
| Jun 1, 2026 | Stalick Michelle D | Chief Accounting Officer | Sell (S) | 780 | $24K |
| May 21, 2026 | HUGHES GREGORY | Director | Sell (S) | 2K | $50K |
| May 20, 2026 | Van Houten Stuart | Chief Commercial Officer | Tax withholding (F) | 2K | $53K |
| May 20, 2026 | Villanova Patrick | Chief Financial Officer | Tax withholding (F) | 259 | $8K |
| May 20, 2026 | Villanova Patrick | Chief Financial Officer | Tax withholding (F) | 300 | $9K |
| May 20, 2026 | Villanova Patrick | Chief Financial Officer | Tax withholding (F) | 1K | $37K |
| May 20, 2026 | Stalick Michelle D | Chief Accounting Officer | Tax withholding (F) | 143 | $4K |
| May 20, 2026 | Stalick Michelle D | Chief Accounting Officer | Tax withholding (F) | 161 | $5K |
| May 20, 2026 | Stalick Michelle D | Chief Accounting Officer | Tax withholding (F) | 266 | $8K |
| May 20, 2026 | Stalick Michelle D | Chief Accounting Officer | Tax withholding (F) | 301 | $9K |
| May 20, 2026 | Ryan Owen | Chief Executive Officer, Director | Tax withholding (F) | 2K | $69K |
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/BL/capital-change-brief"
Use Arkolith's capital_change_brief for BL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.