Among active 13F managers last quarter, 3 opened and 26 added, while 15 reduced; the largest holder to move was Westwood Holdings Group Inc (−5.6%). Over the last 180 days, 5 insiders sold and 5 insiders bought, a net -$2.2M in open-market trades.
The legs disagree, or only one of them leans.
226 tracked 13F filers disclose a position in CHCO as of the latest SEC 13F filings, a combined $1.3B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $270.2M | ▲+0.4% Added · +9K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 958K | $127.0M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 3 | State Street Corp | 765K | $101.5M | ▲+10.0% Added · +70K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 632K | $83.9M | ▲+2.8% Added · +17K sh | Q2 2026 | |
| 5 | Westwood Holdings Group Inc | 543K | $72.0M | ▼−5.6% Reduced · −32K sh | Q2 2026 | |
| 6 | Charles Schwab Investment Management Inc | 496K | $59.3M | ▼−16% Reduced · −97K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 470K | $56.2M | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 373K | $49.5M | ▲+4.8% Added · +17K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 250K | $29.9M | ▲+89% Added · +118K sh | Q1 2026 | |
| 10 | City Holding Co | 240K | $31.9M | ▼−4.3% Reduced · −11K sh | Q2 2026 | |
| 11 | JPMorgan Chase & Co | 229K | $27.4M | ▲+7.2% Added · +15K sh | Q1 2026 | |
| 12 | Morgan Stanley | 201K | $24.0M | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 153K | $18.3M | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 14 | Barr E S & Co | 129K | $15.4M | —Held | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | 127K | $15.2M | ▲+31% Added · +30K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 115K | $13.7M | ▼−2.9% Reduced · −3K sh | Q1 2026 | |
| 17 | Axxcess Wealth Management, LLC | 107K | $14.2M | ▲Added Added · +107K sh | Q2 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 99K | $13.1M | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 19 | American Century Companies Inc | 98K | $11.8M | ▲+16% Added · +14K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 94K | $11.2M | ▲+39% Added · +26K sh | Q1 2026 | |
| 21 | Robeco Institutional Asset Management B.V. | 82K | $9.8M | ▼−0.4% Reduced · −312 sh | Q1 2026 | |
| 22 | UBS Group AG | 76K | $9.1M | ▲+16% Added · +10K sh | Q1 2026 | |
| 23 | Leeward Investments, LLC - MA | 70K | $9.4M | ▼−2.2% Reduced · −2K sh | Q2 2026 | |
| 24 | Principal Financial Group Inc | 70K | $8.4M | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 67K | $8.0M | ▲+198% Added · +44K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in CHCO and 26 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 107 funds | $210.6B |
| Amazon.com IncAMZN | 107 funds | $153.8B |
| Costco Wholesale CorpCOST | 106 funds | $30.9B |
| Nvidia CorpNVDA | 105 funds | $305.8B |
| Meta Platforms Inc-Class AMETA | 105 funds | $86.0B |
| JPMorgan Chase & CoJPM | 105 funds | $46.9B |
| Apple IncAAPL | 104 funds | $229.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 104 funds | $27.9B |
| Goldman Sachs Group IncGS | 104 funds | $15.8B |
| Broadcom IncAVGO | 103 funds | $125.3B |
| Micron Technology IncMU | 103 funds | $29.6B |
| Bank Of America CorpBAC | 103 funds | $25.5B |
Ranked by how many of CHCO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHCO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Rowe Sharon H | Director | Sell (S) | 400 | $58K |
| Jul 30, 2026 | Hageboeck Charles R | President & CEO, Director | Sell (S) | 4K | $650K |
| Jul 21, 2026 | Strong-Treister Diane W | Director | Buy (P) | 110 | $15K |
| Jul 21, 2026 | Reyes Javier A | Director | Buy (P) | 83 | $11K |
| Jul 21, 2026 | Hoyer James A | Director | Buy (P) | 95 | $13K |
| Jul 21, 2026 | Fisher Robert D | Director | Buy (P) | 156 | $21K |
| May 29, 2026 | Hageboeck Charles R | President & CEO, Director | Sell (S) | 2K | $231K |
| May 26, 2026 | Legge Jeffrey Dale | EVP, CAO & CIO | Sell (S) | 1K | $164K |
| May 22, 2026 | Bumgarner David L | EVP & Chief Financial Officer | Sell (S) | 1K | $145K |
| May 20, 2026 | Bumgarner David L | EVP & Chief Financial Officer | Sell (S) | 805 | $100K |
| May 12, 2026 | Parsons James M. | Director | Buy (P) | 100 | $12K |
| May 6, 2026 | Bumgarner David L | EVP & Chief Financial Officer | Sell (S) | 402 | $50K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 35 | – |
Insiders Form 4 open-market | 5 | 5 | -$2.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CHCO
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/CHCO/capital-change-brief"
Use Arkolith's capital_change_brief for CHCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CHCO. Filings are public domain, sourced to SEC EDGAR.