Among active 13F managers last quarter, 11 opened and 20 added, while 27 reduced; the largest holder to move was Victory Capital Management Inc (+20%). Over the last 180 days, 3 insiders sold and none bought, a net -$25.3M in open-market trades.
The legs disagree, or only one of them leans.
246 tracked 13F filers disclose a position in CHEF as of the latest SEC 13F filings, a combined $2.5B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.0M | $580.4M | ▲+4.3% Added · +252K sh | Q2 2026 | |
| 2 | JPMorgan Chase & Co | 1.9M | $110.9M | ▲+12% Added · +207K sh | Q1 2026 | |
| 3 | Victory Capital Management Inc | 1.7M | $101.7M | ▲+20% Added · +283K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.6M | $155.8M | ▲+0.2% Added · +4K sh | Q2 2026 | |
| 5 | State Street Corp | 1.5M | $144.8M | ▲+6.8% Added · +96K sh | Q2 2026 | |
| 6 | AllianceBernstein L.P. | 1.2M | $76.8M | ▼−3.4% Reduced · −44K sh | Q1 2026 | |
| 7 | Massachusetts Financial Services Co | 1.2M | $70.0M | ▲+6.5% Added · +72K sh | Q1 2026 | |
| 8 | Vanguard Portfolio Management LLC | 1.0M | $96.2M | ▲+5.5% Added · +53K sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 977K | $58.1M | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 964K | $92.6M | ▲+6.3% Added · +57K sh | Q2 2026 | |
| 11 | FMR LLC | 948K | $91.1M | ▲+11% Added · +97K sh | Q2 2026 | |
| 12 | Morgan Stanley | 791K | $47.0M | ▲+9.6% Added · +69K sh | Q1 2026 | |
| 13 | Kennedy Capital Management LLC | 678K | $40.3M | ▼−17% Reduced · −138K sh | Q1 2026 | |
| 14 | Goldman Sachs Group Inc | 622K | $37.0M | ▲+154% Added · +377K sh | Q1 2026 | |
| 15 | Jennison Associates LLC | 613K | $36.4M | ▼−13% Reduced · −90K sh | Q1 2026 | |
| 16 | Federated Hermes, Inc. | 509K | $30.3M | ▼−7.1% Reduced · −39K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 457K | $27.1M | ▼−3.5% Reduced · −17K sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 435K | $25.8M | ▲+2.3% Added · +10K sh | Q1 2026 | |
| 19 | Bank Of America Corp | 385K | $22.9M | ▲+20% Added · +65K sh | Q1 2026 | |
| 20 | Nuveen, LLC | 341K | $20.3M | ▼−6.4% Reduced · −23K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 332K | $19.8M | ▲+24% Added · +64K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | 305K | $18.1M | ▲+10% Added · +28K sh | Q1 2026 | |
| 23 | Woodline Partners LP | 305K | $29.3M | ▼−45% Reduced · −251K sh | Q2 2026 | |
| 24 | UBS Group AG | 302K | $18.0M | ▲+14% Added · +38K sh | Q1 2026 | |
| 25 | Silvercrest Asset Management Group LLC | 265K | $15.7M | ▼−10% Reduced · −30K 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, 11 funds opened a new position in CHEF and 20 added to an existing one, while 27 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 |
|---|---|---|
| Amazon.com IncAMZN | 128 funds | $175.6B |
| Meta Platforms Inc-Class AMETA | 128 funds | $98.2B |
| Apple IncAAPL | 126 funds | $256.9B |
| Microsoft CorpMSFT | 126 funds | $240.0B |
| Alphabet Inc-CL AGOOGL | 126 funds | $145.4B |
| Nvidia CorpNVDA | 124 funds | $341.1B |
| Eli Lilly & CoLLY | 122 funds | $68.9B |
| JPMorgan Chase & CoJPM | 122 funds | $51.7B |
| Alphabet Inc-CL CGOOG | 121 funds | $112.5B |
| Micron Technology IncMU | 121 funds | $28.7B |
| General ElectricGE | 120 funds | $28.5B |
| Chevron CorpCVX | 120 funds | $25.0B |
Ranked by how many of CHEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHEF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Aldous Alexandros | General Counsel | Sell (S) 7 lots, same day | 35K | $3.9M |
| Aug 14, 2026 | Pappas Christopher | President and CEO, Director | Sell (S) 2 lots, same day | 100K | $11.0M |
| Aug 14, 2026 | Polychroni Christina | Chief Human Resources Officer | Sell (S) | 3K | $308K |
| May 19, 2026 | Polychroni Christina | Chief Human Resources Officer | Sell (S) | 5K | $356K |
| May 5, 2026 | Pappas Christopher | President and CEO, Director | Sell (S) | 125K | $9.8M |
| Mar 3, 2026 | Pappas Christopher | President and CEO, Director | Sell (S) | 96K | $6.0M |
| Mar 2, 2026 | Polychroni Christina | Chief Human Resources Officer | Sell (S) | 3K | $217K |
| Feb 27, 2026 | Aldous Alexandros | General Counsel | Sell (S) | 30K | $2.1M |
| Feb 27, 2026 | Polychroni Christina | Chief Human Resources Officer | Sell (S) | 3K | $220K |
| Feb 18, 2026 | McCauley Tim | Chief Accounting Officer | Sell (S) | 8K | $525K |
| Nov 4, 2025 | Leddy James | Chief Financial Officer | Sell (S) | 22K | $1.4M |
| Jul 14, 2025 | McCauley Tim | Chief Accounting Officer | Sell (S) 2 lots, same day | 18K | $1.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 48 | 38 | – |
Insiders Form 4 open-market | 0 | 3 | -$25.3M |
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.
| Class | 13F holders | Value held |
|---|---|---|
| CHEFthis pagecs | 246 funds | $2.5B |
| CHEF 2.375 12/15/28NOTE 2.375%12/1 | 33 funds | $563.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CHEF
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/CHEF/capital-change-brief"
Use Arkolith's capital_change_brief for CHEF. 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 CHEF. Filings are public domain, sourced to SEC EDGAR.