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/BX/capital-change-brief"
Use Arkolith's capital_change_brief for BX. 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. | $6.1B | 52.7M | ▲+2.5% Added · +1.3M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.6B | 48.3M | ▲New +48.3M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $3.7B | 32.5M | ▼−1.1% Reduced · −368K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $3.7B | 32.0M | ▲+1.5% Added · +486K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.5B | 21.4M | ▲+391% Added · +17.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.1B | 18.3M | ▲+5.8% Added · +1.0M sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 16.0M | ▲New +16.0M sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $1.8B | 15.9M | ▼−20% Reduced · −4.0M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $1.3B | 11.5M | ▲+3.4% Added · +384K sh | Q1 2026 | |
| 10 | NORGES BANK | $1.3B | 8.3M | ▲+16% Added · +1.1M sh | Q4 2025 | |
| 11 | GOLDMAN SACHS GROUP INC | $864.0M | 7.5M | ▲+20% Added · +1.2M sh | Q1 2026 | |
| 12 | UBS Group AG | $858.2M | 7.5M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $821.4M | 7.1M | ▼−0.4% Reduced · −31K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $640.1M | 5.6M | ▲+11% Added · +550K sh | Q1 2026 | |
| 15 | Aristotle Capital Management, LLC | $599.9M | 5.2M | ▼−4.4% Reduced · −239K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $562.3M | 4.9M | ▲+5.7% Added · +262K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $540.1M | 4.7M | ▼−43% Reduced · −3.6M sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $519.9M | 4.5M | ▲+8.0% Added · +334K sh | Q1 2026 | |
| 19 | JANUS HENDERSON GROUP PLC | $509.1M | 4.5M | ▼−46% Reduced · −3.8M sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $495.6M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $494.5M | 4.3M | ▼−1.8% Reduced · −81K sh | Q1 2026 | |
| 22 | Neuberger Berman Group LLC | $480.4M | 4.2M | ▲+9.8% Added · +372K sh | Q1 2026 | |
| 23 | CIBC Bancorp USA Inc. | $464.8M | 4.0M | ▲40× Added · +3.9M sh | Q1 2026 | |
| 24 | D. E. Shaw & Co., Inc. | $434.9M | 3.8M | ▲120× Added · +3.8M sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $373.9M | 3.3M | ▲+29% Added · +721K 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 |
|---|---|---|---|---|---|
| May 11, 2026 | Porat Ruth | Director | Buy (P) | 126 | $15K |
| May 11, 2026 | Porat Ruth | Director | Buy (P) | 229 | $28K |
| May 11, 2026 | Porat Ruth | Director | Buy (P) | 84 | $10K |
| May 1, 2026 | Sawhney Vikrant | Chief Administrative Officer | Sell (S) | 17K | $2.1M |
| May 1, 2026 | Sawhney Vikrant | Chief Administrative Officer | Sell (S) | 13K | $1.6M |
| Apr 1, 2026 | Sawhney Vikrant | Chief Administrative Officer | Grant (A) | 129K | $0 |
| Apr 1, 2026 | Finley John G | Chief Legal Officer | Grant (A) | 152K | $0 |
| Apr 1, 2026 | Payne David | Chief Accounting Officer | Grant (A) | 18K | $0 |
| Apr 1, 2026 | GRAY JONATHAN | President & COO, Director | Grant (A) | 303K | $0 |
| Apr 1, 2026 | Chae Michael | CFO & Vice Chairman | Grant (A) | 153K | $0 |
| Apr 1, 2026 | Brown Reginald J | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Parrett William G | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 524 funds | $299.4B |
| AMAZON.COM INCAMZN | 521 funds | $219.7B |
| JPMORGAN CHASE & COJPM | 521 funds | $80.5B |
| APPLE INCAAPL | 520 funds | $328.3B |
| NVIDIA CORPNVDA | 518 funds | $410.1B |
| ALPHABET INC-CL AGOOGL | 518 funds | $192.5B |
| META PLATFORMS INC-CLASS AMETA | 517 funds | $124.3B |
| VISA INC-CLASS A SHARESV | 515 funds | $67.0B |
| BROADCOM INCAVGO | 508 funds | $159.8B |
| ALPHABET INC-CL CGOOG | 506 funds | $134.0B |
| COSTCO WHOLESALE CORPCOST | 505 funds | $48.4B |
| ELI LILLY & COLLY | 503 funds | $82.7B |
Ranked by how many of BX'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 BX. 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.