| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $498.3M | 6.6M | ▼−0.1% Reduced · −9K sh | Q1 2026 | |
| 2 | EARNEST PARTNERS LLC | $237.9M | 3.2M | ▲+1.7% Added · +53K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $235.1M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $175.0M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $168.5M | 2.2M | ▲+11% Added · +218K sh | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $154.3M | 2.0M | ▼−13% Reduced · −295K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $152.7M | 2.0M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $131.3M | 1.7M | ▲+4.8% Added · +79K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $114.2M | 1.5M | ▼−0.9% Reduced · −14K sh | Q1 2026 | |
| 10 | FMR LLC | $102.7M | 1.4M | ▲+41% Added · +398K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $102.0M | 1.4M | ▲+1.8% Added · +24K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $79.2M | 1.1M | ▲+6.5% Added · +64K sh | Q1 2026 | |
| 13 | T. Rowe Price Investment Management, Inc. | Withheld | 976K | ▲+78% Added · +429K sh | Q1 2026 | |
| 14 | SNYDER CAPITAL MANAGEMENT L P | $69.7M | 925K | ▼−4.8% Reduced · −47K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $64.1M | 851K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $60.1M | 797K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 17 | NORGES BANK | $49.7M | 749K | ▲+8.7% Added · +60K sh | Q4 2025 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.2M | 746K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $47.8M | 634K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $47.6M | 632K | ▲+2.1% Added · +13K sh | Q1 2026 | |
| 21 | FIDUCIARY TRUST CO | $40.4M | 537K | —Held | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.5M | 485K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 23 | ProShare Advisors LLC | $27.6M | 366K | ▲22× Added · +350K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $27.4M | 363K | ▲New +363K sh | Q1 2026 | |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | $25.5M | 338K | ▲+16% Added · +47K 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 | 111 funds | $47.9B |
| ALPHABET INC-CL AGOOGL | 111 funds | $33.1B |
| MASTERCARD INC - AMA | 111 funds | $10.3B |
| AMAZON.COM INCAMZN | 110 funds | $37.4B |
| ELI LILLY & COLLY | 110 funds | $12.4B |
| ALPHABET INC-CL CGOOG | 109 funds | $22.4B |
| VISA INC-CLASS A SHARESV | 109 funds | $10.5B |
| APPLE INCAAPL | 108 funds | $54.6B |
| META PLATFORMS INC-CLASS AMETA | 108 funds | $21.5B |
| JPMORGAN CHASE & COJPM | 108 funds | $15.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 108 funds | $10.9B |
| COSTCO WHOLESALE CORPCOST | 108 funds | $9.0B |
Ranked by how many of CBT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Nathoo Raffiq | Director | Grant (A) | 262 | $24K |
| Jun 30, 2026 | Keohane Sean D | President and CEO, Director | Grant (A) | 84 | $8K |
| Jun 12, 2026 | Keohane Sean D | President and CEO, Director | Grant (A) | 256 | $22K |
| Jun 12, 2026 | Masterson William F III | Senior Vice President | Grant (A) | 3 | $248 |
| Jun 12, 2026 | McLaughlin Erica | Executive Vice President, CFO | Grant (A) | 55 | $5K |
| Jun 12, 2026 | Nathoo Raffiq | Director | Grant (A) | 9 | $760 |
| Jun 12, 2026 | DELGROSSO DOUGLAS G | Director | Grant (A) | 28 | $2K |
| Jun 12, 2026 | Kalita Karen A | SVP and General Counsel | Grant (A) | 28 | $2K |
| Jun 12, 2026 | Dumont Lisa M | VP, Controller & CAO | Grant (A) | 4 | $349 |
| Mar 31, 2026 | Nathoo Raffiq | Director | Grant (A) | 315 | $24K |
| Mar 13, 2026 | Masterson William F III | Senior Vice President | Grant (A) | 3 | $234 |
| Mar 13, 2026 | Kalita Karen A | SVP and General Counsel | Grant (A) | 34 | $2K |
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/CBT/capital-change-brief"
Use Arkolith's capital_change_brief for CBT. 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 CBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.