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/BMI/capital-change-brief"
Use Arkolith's capital_change_brief for BMI. 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. | $754.4M | 5.0M | ▼−3.5% Reduced · −178K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $373.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $232.3M | 1.5M | ▲+4.5% Added · +66K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $198.3M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $143.1M | 939K | ▲+7.1% Added · +62K sh | Q1 2026 | |
| 6 | UBS Group AG | $130.7M | 858K | ▲+20% Added · +146K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $101.0M | 663K | ▼−8.0% Reduced · −58K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $85.4M | 560K | ▲+55% Added · +198K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $82.3M | 540K | ▲+5.8% Added · +30K sh | Q1 2026 | |
| 10 | Boston Trust Walden Corp | $80.8M | 530K | ▲+4.4% Added · +22K sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $77.2M | 507K | ▲+81% Added · +227K sh | Q1 2026 | |
| 12 | NORGES BANK | $83.8M | 481K | ▲+41% Added · +140K sh | Q4 2025 | |
| 13 | JPMORGAN CHASE & CO | $70.5M | 476K | ▲+23% Added · +89K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $70.8M | 465K | ▲+16% Added · +65K sh | Q1 2026 | |
| 15 | Amundi | $70.0M | 459K | ▲+11% Added · +45K sh | Q1 2026 | |
| 16 | Pictet Asset Management Holding SA | $60.1M | 394K | ▼−48% Reduced · −360K sh | Q1 2026 | |
| 17 | Neuberger Berman Group LLC | $52.8M | 347K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $50.7M | 332K | ▲+9.2% Added · +28K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.7M | 320K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $44.6M | 293K | ▲+134% Added · +167K sh | Q1 2026 | |
| 21 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $41.1M | 270K | ▼−3.9% Reduced · −11K sh | Q1 2026 | |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $40.2M | 264K | ▲+6.2% Added · +15K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $39.9M | 262K | ▲+23% Added · +49K sh | Q1 2026 | |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | $39.7M | 261K | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $33.7M | 221K | ▲+24% Added · +42K 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 | ADAMS TODD A. | Director | Grant (A) | 128 | $19K |
| Jul 1, 2026 | Liu Xia | Director | Grant (A) | 128 | $19K |
| May 1, 2026 | Liu Xia | Director | Grant (A) | 131 | $20K |
| Apr 27, 2026 | ADAMS TODD A. | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | STERN JAMES F | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | Brooks Henry F | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | TELLOCK GLEN E | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | Myers Tessa M. | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | McGill James W | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | Liu Xia | Director | Grant (A) | 952 | $117K |
| Apr 27, 2026 | Cook Melanie K. | Director | Grant (A) | 952 | $117K |
| Apr 23, 2026 | Wrocklage Robert | EVP-N.A. Muncipal Utility | Buy (P) | 1K | $122K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 168 funds | $82.1B |
| MICROSOFT CORPMSFT | 168 funds | $72.2B |
| NVIDIA CORPNVDA | 166 funds | $94.0B |
| BROADCOM INCAVGO | 165 funds | $34.7B |
| ELI LILLY & COLLY | 165 funds | $20.1B |
| MASTERCARD INC - AMA | 164 funds | $13.6B |
| COSTCO WHOLESALE CORPCOST | 164 funds | $11.6B |
| AMAZON.COM INCAMZN | 163 funds | $51.2B |
| ALPHABET INC-CL AGOOGL | 163 funds | $46.7B |
| VISA INC-CLASS A SHARESV | 163 funds | $17.0B |
| META PLATFORMS INC-CLASS AMETA | 162 funds | $30.8B |
| JPMORGAN CHASE & COJPM | 162 funds | $22.5B |
Ranked by how many of BMI'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 BMI. 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.