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/BLMN/capital-change-brief"
Use Arkolith's capital_change_brief for BLMN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Starboard Value LP | $43.1M | 8.0M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $34.7M | 6.4M | ▼−46% Reduced · −5.5M sh | Q1 2026 | |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21.1M | 3.9M | ▲+80% Added · +1.7M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $17.7M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $17.7M | 3.3M | ▲+589% Added · +2.8M sh | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $19.2M | 3.1M | ▲33× Added · +3.0M sh | Q1 2026 | |
| 7 | PRUDENTIAL FINANCIAL INC | $15.5M | 2.9M | ▲+86% Added · +1.3M sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $13.9M | 2.6M | ▲+105% Added · +1.3M sh | Q1 2026 | |
| 9 | Erste Asset Management GmbH | $13.3M | 2.5M | —Held | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.4M | 2.5M | ▲+3.0% Added · +72K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $12.4M | 2.3M | ▼−32% Reduced · −1.1M sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $11.9M | 2.2M | ▲+85% Added · +1.0M sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.4M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 14 | MILLER VALUE PARTNERS, LLC | $11.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 15 | FEDERATED HERMES, INC. | $11.0M | 2.0M | ▼−1.8% Reduced · −36K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $10.9M | 2.0M | ▲+63% Added · +779K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $10.5M | 1.9M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $8.6M | 1.6M | ▼−53% Reduced · −1.8M sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $7.6M | 1.4M | ▼−44% Reduced · −1.1M sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 1.4M | ▲+29% Added · +307K sh | Q1 2026 | |
| 21 | AMERICAN CENTURY COMPANIES INC | $6.9M | 1.3M | ▲+36% Added · +336K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $5.0M | 935K | ▲+882% Added · +840K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $4.6M | 847K | ▲+420% Added · +684K sh | Q1 2026 | |
| 24 | UBS Group AG | $4.4M | 818K | ▲+60% Added · +307K sh | Q1 2026 | |
| 25 | Trexquant Investment LP | $4.1M | 765K | ▲13× Added · +704K 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 |
|---|---|---|---|---|---|
| Apr 22, 2026 | Keating Colleen | Director | Option exercise (M) | 6K | $0 |
| Apr 22, 2026 | Keating Colleen | Director | Grant (A) | 23K | $0 |
| Apr 22, 2026 | Keating Colleen | Director | Option exercise (M) | 6K | $0 |
| Apr 22, 2026 | Kunkel Julie T. | Director | Option exercise (M) | 20K | $0 |
| Apr 22, 2026 | Kunkel Julie T. | Director | Grant (A) | 23K | $0 |
| Apr 22, 2026 | Kunkel Julie T. | Director | Option exercise (M) | 20K | $0 |
| Apr 22, 2026 | Lal Rohit | Director | Option exercise (M) | 20K | $0 |
| Apr 22, 2026 | Lal Rohit | Director | Grant (A) | 23K | $0 |
| Apr 22, 2026 | Lal Rohit | Director | Option exercise (M) | 20K | $0 |
| Apr 22, 2026 | Marein-Efron Melanie | Director | Option exercise (M) | 20K | $0 |
| Apr 22, 2026 | Marein-Efron Melanie | Director | Grant (A) | 23K | $0 |
| Apr 22, 2026 | Marein-Efron Melanie | Director | Option exercise (M) | 20K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $32.4B |
| ELI LILLY & COLLY | 74 funds | $8.6B |
| LAM RESEARCH CORPLRCX | 74 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 73 funds | $5.9B |
| BANK OF AMERICA CORPBAC | 73 funds | $3.8B |
| APPLE INCAAPL | 72 funds | $38.0B |
| AMAZON.COM INCAMZN | 72 funds | $24.5B |
| CENTENE CORPCNC | 72 funds | $830.9M |
| NVIDIA CORPNVDA | 71 funds | $47.4B |
| ALPHABET INC-CL AGOOGL | 71 funds | $21.8B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $15.1B |
| MICRON TECHNOLOGY INCMU | 71 funds | $6.6B |
Ranked by how many of BLMN'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 BLMN. 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.