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/BR/capital-change-brief"
Use Arkolith's capital_change_brief for BR. 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. | $1.8B | 11.0M | ▲+4.6% Added · +481K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 7.6M | ▲New +7.6M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $900.2M | 5.5M | ▼−8.1% Reduced · −487K sh | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $828.7M | 3.7M | ▲+1.8% Added · +67K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $561.1M | 3.5M | ▲+3.3% Added · +110K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $548.5M | 3.4M | ▲+375% Added · +2.7M sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $403.6M | 2.5M | ▼−5.7% Reduced · −151K sh | Q1 2026 | |
| 9 | BARCLAYS PLC | $341.0M | 2.1M | ▲+4.5% Added · +91K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $329.2M | 2.0M | ▼−50% Reduced · −2.0M sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $304.8M | 1.9M | ▲+4.1% Added · +73K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $291.7M | 1.8M | ▲+7.2% Added · +121K sh | Q1 2026 | |
| 13 | VAN ECK ASSOCIATES CORP | Withheld | 1.7M | ▲+14% Added · +210K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $270.4M | 1.7M | ▲+77% Added · +724K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $263.2M | 1.6M | ▲+380% Added · +1.3M sh | Q1 2026 | |
| 16 | NORGES BANK | $346.3M | 1.6M | ▲+205% Added · +1.0M sh | Q4 2025 | |
| 17 | JPMORGAN CHASE & CO | $247.5M | 1.5M | ▲+7.9% Added · +110K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $232.0M | 1.4M | ▼−1.3% Reduced · −18K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $193.2M | 1.2M | ▼−61% Reduced · −1.9M sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $173.0M | 1.1M | ▼−2.1% Reduced · −23K sh | Q1 2026 | |
| 21 | Amundi | $172.1M | 1.1M | ▲+67% Added · +427K sh | Q1 2026 | |
| 22 | Navera Investment Management Ltd. | $169.8M | 1.0M | ▼−3.7% Reduced · −40K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $167.9M | 1.0M | ▲+1.2% Added · +12K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $165.0M | 1.0M | ▲+6.4% Added · +61K sh | Q1 2026 | |
| 25 | Mitsubishi UFJ Asset Management Co., Ltd. | $160.0M | 985K | ▼−47% Reduced · −881K 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 2, 2026 | Zavery Amit | Director | Grant (A) | 27 | $0 |
| Jul 2, 2026 | Zavery Amit | Director | Grant (A) | 33 | $0 |
| Jul 2, 2026 | Nazareth Annette L. | Director | Grant (A) | 18 | $0 |
| Jul 2, 2026 | Nazareth Annette L. | Director | Grant (A) | 21 | $0 |
| Jul 2, 2026 | MURRAY EILEEN K | Director | Grant (A) | 18 | $0 |
| Jul 2, 2026 | MURRAY EILEEN K | Director | Grant (A) | 20 | $0 |
| Jul 2, 2026 | Mosconi Patricia Ann | Director | Grant (A) | 1 | $0 |
| Jul 2, 2026 | Mosconi Patricia Ann | Director | Grant (A) | 2 | $0 |
| Jul 2, 2026 | Duelks Robert N | Director | Grant (A) | 143 | $0 |
| Jul 2, 2026 | Markus Maura A. | Director | Grant (A) | 36 | $0 |
| Jul 2, 2026 | Markus Maura A. | Director | Grant (A) | 98 | $0 |
| Jul 2, 2026 | FLOWERS MELVIN L | Director | Grant (A) | 18 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 337 funds | $277.8B |
| APPLE INCAAPL | 335 funds | $303.3B |
| AMAZON.COM INCAMZN | 332 funds | $202.6B |
| VISA INC-CLASS A SHARESV | 332 funds | $57.7B |
| COSTCO WHOLESALE CORPCOST | 332 funds | $43.6B |
| META PLATFORMS INC-CLASS AMETA | 330 funds | $109.4B |
| JPMORGAN CHASE & COJPM | 330 funds | $71.0B |
| MASTERCARD INC - AMA | 330 funds | $54.9B |
| NVIDIA CORPNVDA | 327 funds | $381.8B |
| ALPHABET INC-CL AGOOGL | 327 funds | $175.1B |
| BROADCOM INCAVGO | 327 funds | $148.8B |
| ELI LILLY & COLLY | 326 funds | $76.6B |
Ranked by how many of BR'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 BR. 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.