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/CDW/capital-change-brief"
Use Arkolith's capital_change_brief for CDW. 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 | 14.7M | ▲+7.8% Added · +1.1M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 8.4M | ▲New +8.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $990.3M | 8.2M | ▲New +8.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $693.6M | 5.7M | ▼−0.9% Reduced · −55K sh | Q1 2026 | |
| 5 | HARRIS ASSOCIATES L P | $651.5M | 5.4M | ▲+19% Added · +857K sh | Q1 2026 | |
| 6 | Boston Partners | $476.4M | 3.9M | ▲+4.2% Added · +159K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $458.5M | 3.8M | ▲+2.9% Added · +105K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $380.0M | 3.2M | ▲+1.1% Added · +33K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $362.7M | 3.0M | ▲+49% Added · +984K sh | Q1 2026 | |
| 10 | Allspring Global Investments Holdings, LLC | $308.1M | 2.5M | ▲+31% Added · +600K sh | Q1 2026 | |
| 11 | Longview Partners (Guernsey) LTD | $278.6M | 2.3M | ▼−10% Reduced · −258K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $257.2M | 2.1M | ▼−1.3% Reduced · −27K sh | Q1 2026 | |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $245.4M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $242.1M | 2.0M | ▲16× Added · +1.9M sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $190.3M | 1.6M | ▲+55% Added · +558K sh | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $182.9M | 1.5M | ▼−4.6% Reduced · −72K sh | Q1 2026 | |
| 17 | FIDUCIARY MANAGEMENT INC /WI/ | $174.7M | 1.4M | ▲+41% Added · +420K sh | Q1 2026 | |
| 18 | FIL Ltd | $172.7M | 1.4M | ▼−36% Reduced · −806K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $158.5M | 1.3M | ▲+5.3% Added · +67K sh | Q1 2026 | |
| 20 | FMR LLC | $156.6M | 1.3M | ▲+134% Added · +741K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $152.4M | 1.3M | ▲+29% Added · +282K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $152.2M | 1.3M | ▼−3.4% Reduced · −44K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $148.6M | 1.2M | ▼−11% Reduced · −144K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $137.9M | 1.2M | ▲+491% Added · +960K sh | Q1 2026 | |
| 25 | PZENA INVESTMENT MANAGEMENT LLC | $135.0M | 1.1M | ▲New +1.1M 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 | NELMS DAVID W | Director | Grant (A) | 229 | $0 |
| Jul 1, 2026 | Swedish Joseph | Director | Grant (A) | 208 | $0 |
| Jun 10, 2026 | KULEVICH FREDERICK J. | See Remarks | Grant (A) | 65 | $8K |
| Jun 10, 2026 | CLARIZIO LYNDA M | Director | Grant (A) | 8 | $1K |
| Jun 10, 2026 | LEAHY CHRISTINE A | See Remarks, Director | Grant (A) | 298 | $39K |
| Jun 10, 2026 | Kumar Mukesh | See Remarks | Grant (A) | 105 | $14K |
| Jun 10, 2026 | LOCY PETER R | See Remarks | Grant (A) | 19 | $2K |
| Jun 10, 2026 | MIRALLES ALBERT JOSEPH JR | See Remarks | Grant (A) | 108 | $14K |
| Jun 10, 2026 | Swedish Joseph | Director | Grant (A) | 31 | $4K |
| Jun 10, 2026 | Grier Kelly J | Director | Grant (A) | 8 | $1K |
| Jun 10, 2026 | NELMS DAVID W | Director | Grant (A) | 161 | $21K |
| Jun 10, 2026 | Sanderson Katherine Elizabeth | See Remarks | Grant (A) | 65 | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 252 funds | $257.0B |
| ALPHABET INC-CL AGOOGL | 250 funds | $164.7B |
| APPLE INCAAPL | 244 funds | $277.4B |
| NVIDIA CORPNVDA | 243 funds | $360.5B |
| AMAZON.COM INCAMZN | 243 funds | $194.6B |
| META PLATFORMS INC-CLASS AMETA | 242 funds | $109.0B |
| VISA INC-CLASS A SHARESV | 242 funds | $57.1B |
| ELI LILLY & COLLY | 240 funds | $69.4B |
| BROADCOM INCAVGO | 239 funds | $140.6B |
| MASTERCARD INC - AMA | 239 funds | $50.1B |
| JPMORGAN CHASE & COJPM | 238 funds | $68.4B |
| BANK OF AMERICA CORPBAC | 238 funds | $30.7B |
Ranked by how many of CDW'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 CDW. 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.