| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $440.7M | 7.5M | ▼−0.4% Reduced · −28K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $217.9M | 3.7M | ▼−2.5% Reduced · −97K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $206.8M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $186.2M | 3.2M | ▲+0.7% Added · +23K sh | Q1 2026 | |
| 5 | FMR LLC | $177.5M | 3.0M | ▲+80% Added · +1.3M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $139.2M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $109.2M | 1.9M | ▼−7.2% Reduced · −144K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $106.6M | 1.8M | ▲+1.1% Added · +20K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $76.1M | 1.3M | ▲+3.9% Added · +49K sh | Q1 2026 | |
| 10 | FEDERATED HERMES, INC. | $44.3M | 755K | ▲+12% Added · +83K sh | Q1 2026 | |
| 11 | NFJ INVESTMENT GROUP, LLC | $39.9M | 680K | ▼−2.3% Reduced · −16K sh | Q1 2026 | |
| 12 | NORGES BANK | $39.0M | 679K | ▲+12% Added · +71K sh | Q4 2025 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.5M | 639K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $36.4M | 621K | ▲+2.8% Added · +17K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $35.1M | 599K | ▲+3.4% Added · +19K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $31.1M | 531K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 17 | DEPRINCE RACE & ZOLLO INC | $31.1M | 531K | ▲+11% Added · +53K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $30.8M | 525K | ▲+21% Added · +93K sh | Q1 2026 | |
| 19 | SEGALL BRYANT & HAMILL, LLC | $20.7M | 353K | ▼−4.9% Reduced · −18K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $20.3M | 346K | ▲New +346K sh | Q1 2026 | |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $15.0M | 256K | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 22 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $11.1M | 188K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 23 | VICTORY CAPITAL MANAGEMENT INC | $9.0M | 154K | ▲+3.6% Added · +5K sh | Q1 2026 | |
| 24 | UBS Group AG | $8.9M | 152K | ▼−25% Reduced · −52K sh | Q1 2026 | |
| 25 | RHUMBLINE ADVISERS | $8.6M | 147K | ▲~0% Added · +22 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 | 81 funds | $40.0B |
| ALPHABET INC-CL AGOOGL | 80 funds | $26.0B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $17.7B |
| JPMORGAN CHASE & COJPM | 80 funds | $12.4B |
| NVIDIA CORPNVDA | 79 funds | $58.4B |
| AMAZON.COM INCAMZN | 79 funds | $31.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 79 funds | $9.2B |
| EXXON MOBIL CORPXOM | 79 funds | $8.7B |
| WALMART INCWMT | 79 funds | $7.0B |
| CHEVRON CORPCVX | 79 funds | $5.5B |
| HOME DEPOT INCHD | 79 funds | $4.7B |
| APPLE INCAAPL | 78 funds | $47.2B |
Ranked by how many of CBU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 25, 2026 | Bolus Mark J. | Director | Sell (S) | 12K | $817K |
| Jun 8, 2026 | STICKELS ERIC | Director | Sell (S) | 2K | $128K |
| Feb 4, 2026 | Whipple John F. | Director | Sell (S) | 4K | $277K |
| Feb 3, 2026 | STICKELS ERIC | Director | Sell (S) | 2K | $130K |
| Feb 3, 2026 | STEELE SALLY A | Director | Sell (S) | 4K | $256K |
| Dec 29, 2025 | Gillan-Myer Maureen A | EVP, Chief Admin & HR Officer | Sell (S) | 3K | $203K |
| Aug 27, 2025 | LEVY JEFFREY M | SVP & Chief Banking Officer | Sell (S) | 1K | $88K |
| Jan 24, 2025 | LEVY JEFFREY M | SVP & Chief Banking Officer | Sell (S) | 1K | $75K |
| Nov 25, 2024 | Whipple John F. | Director | Sell (S) | 4K | $288K |
| Nov 6, 2024 | Bolus Mark J. | Director | Sell (S) | 2K | $134K |
| Nov 6, 2024 | Bolus Mark J. | Director | Sell (S) | 2K | $152K |
| Nov 5, 2024 | MacPherson Kerrie D. | Director | Buy (P) | 320 | $20K |
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/CBU/capital-change-brief"
Use Arkolith's capital_change_brief for CBU. 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 CBU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.