496 tracked 13F filers disclose a position in CFR as of the latest SEC 13F filings, a combined $7.5B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $970.5M | 7.1M | ▲+0.5% Added · +35K sh | Q1 2026 | |
| 2 | Aristotle Capital Management, LLC | $653.2M | 4.8M | ▼−4.9% Reduced · −245K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $442.1M | 3.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $497.3M | 3.2M | ▲+3.8% Added · +118K sh | Q2 2026 | |
| 5 | First Eagle Investment Management, LLC | $429.2M | 2.8M | —Held | Q3 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $371.5M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $209.8M | 1.5M | ▲+18% Added · +237K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $206.7M | 1.3M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 9 | KING LUTHER CAPITAL MANAGEMENT CORP | $181.8M | 1.3M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $166.0M | 1.2M | ▲+12% Added · +127K sh | Q1 2026 | |
| 11 | Boston Trust Walden Corp | $132.7M | 968K | ▼−7.3% Reduced · −76K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $129.7M | 946K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $116.8M | 852K | ▲+33% Added · +210K sh | Q1 2026 | |
| 14 | FIRST TRUST ADVISORS LP | $108.3M | 790K | ▲+6.2% Added · +46K sh | Q1 2026 | |
| 15 | WESTWOOD HOLDINGS GROUP INC | $102.0M | 744K | ▼−4.5% Reduced · −35K sh | Q1 2026 | |
| 16 | NORGES BANK | $92.9M | 734K | ▲+4.2% Added · +30K sh | Q4 2025 | |
| 17 | GOLDMAN SACHS GROUP INC | $96.2M | 702K | ▼−4.6% Reduced · −34K sh | Q1 2026 | |
| 18 | PRINCIPAL FINANCIAL GROUP INC | $90.8M | 662K | ▼−3.8% Reduced · −26K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $90.5M | 660K | ▲+104% Added · +337K sh | Q1 2026 | |
| 20 | JANUS HENDERSON GROUP PLC | $88.7M | 647K | ▼−33% Reduced · −318K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $83.1M | 614K | ▼−7.2% Reduced · −48K sh | Q1 2026 | |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $89.4M | 579K | ▼−5.4% Reduced · −33K sh | Q2 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.8M | 553K | ▲+5.0% Added · +27K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $74.5M | 543K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $71.0M | 518K | ▲+2.7% Added · +13K 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.
Last quarter, 4 funds opened a new position in CFR and 20 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 293 funds | $237.6B |
| APPLE INCAAPL | 285 funds | $265.4B |
| JPMORGAN CHASE & COJPM | 285 funds | $55.9B |
| AMAZON.COM INCAMZN | 281 funds | $176.6B |
| NVIDIA CORPNVDA | 280 funds | $348.3B |
| META PLATFORMS INC-CLASS AMETA | 278 funds | $99.9B |
| ALPHABET INC-CL AGOOGL | 277 funds | $139.4B |
| ALPHABET INC-CL CGOOG | 274 funds | $119.0B |
| ELI LILLY & COLLY | 273 funds | $69.4B |
| VISA INC-CLASS A SHARESV | 271 funds | $53.1B |
| JOHNSON & JOHNSONJNJ | 271 funds | $41.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 271 funds | $35.6B |
Ranked by how many of CFR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Severyn Carol Jean | GEVP and Chief Risk Officer | Sell (S) | 837 | $124K |
| Jan 30, 2026 | Berman Bobby | GEVP Research & Strategy | Sell (S) | 1K | $137K |
| Dec 12, 2025 | Pullin Ericka Lynn | GEVP, Culture & People Dev. | Sell (S) | 0 | $44 |
| Dec 9, 2025 | Rhodes Coolidge E JR | Group EVP General Counsel/Sec | Sell (S) | 700 | $89K |
| May 2, 2025 | Henson Matthew Bradley | Chief Accounting Officer | Buy (P) | 2K | $32K |
| Jan 31, 2025 | Bracher Paul | President of CFR | Sell (S) | 12K | $1.6M |
| Nov 20, 2024 | GREEN PHILLIP D | Chairman and CEO, Director | Sell (S) | 20K | $2.8M |
| Nov 19, 2024 | GREEN PHILLIP D | Chairman and CEO, Director | Sell (S) | 14K | $2.0M |
| Nov 8, 2024 | Kasanoff Howard L. | GEVP Chief Credit Officer | Sell (S) | 4K | $553K |
| Nov 1, 2024 | Berman Bobby | GEVP Research & Strategy | Sell (S) | 4K | $443K |
| Jul 31, 2024 | Kasanoff Howard L. | GEVP Chief Credit Officer | Sell (S) | 3K | $358K |
| Jul 26, 2024 | Wolfshohl Candace K | GEVP Culture/PeopleDevelopment | Sell (S) | 5K | $598K |
| Class | 13F holders | Value held |
|---|---|---|
| CFRthis pagecs | 496 funds | $7.5B |
| 229899307Preferred Stock | 3 funds | $40K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CFR
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/CFR/capital-change-brief"
Use Arkolith's capital_change_brief for CFR. 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 CFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.