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/CHRW/capital-change-brief"
Use Arkolith's capital_change_brief for CHRW. 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. | $1.7B | 10.0M | ▲+0.9% Added · +95K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 7.7M | ▲New +7.7M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.1B | 6.4M | ▼−7.6% Reduced · −530K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $994.2M | 6.0M | ▲New +6.0M sh | Q1 2026 | |
| 5 | First Eagle Investment Management, LLC | $951.6M | 5.7M | ▼−37% Reduced · −3.3M sh | Q1 2026 | |
| 6 | FMR LLC | $727.8M | 4.4M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $596.8M | 3.6M | ▲+12% Added · +391K sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 3.0M | ▲~0% Added · +645 sh | Q1 2026 | |
| 9 | Boston Partners | $459.7M | 2.8M | ▼−16% Reduced · −509K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $356.7M | 2.1M | ▼−4.7% Reduced · −107K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $294.0M | 1.8M | ▼−3.6% Reduced · −66K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $273.0M | 1.6M | ▼−12% Reduced · −229K sh | Q1 2026 | |
| 13 | UBS Group AG | $267.1M | 1.6M | ▲+121% Added · +881K sh | Q1 2026 | |
| 14 | Winslow Capital Management, LLC | $262.9M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 15 | NORGES BANK | $236.7M | 1.5M | ▲+19% Added · +232K sh | Q4 2025 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $223.5M | 1.4M | ▲+23% Added · +254K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | $218.8M | 1.3M | ▼−21% Reduced · −359K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $196.7M | 1.2M | ▲+1.4% Added · +16K sh | Q1 2026 | |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | $189.0M | 1.1M | ▲+490% Added · +945K sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $181.8M | 1.1M | ▲+2.4% Added · +26K sh | Q1 2026 | |
| 21 | Cresset Asset Management, LLC | $178.4M | 1.1M | ▼−0.1% Reduced · −673 sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $175.3M | 1.1M | ▲+14% Added · +127K sh | Q1 2026 | |
| 23 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $173.0M | 1.0M | ▲+138% Added · +604K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $171.2M | 1.0M | ▲+6.5% Added · +63K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $169.8M | 1.0M | ▲+8.9% Added · +84K 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 8, 2026 | Lee Damon J. | Chief Financial Officer | Tax withholding (F) | 5K | $897K |
| Jun 30, 2026 | Gokey Timothy C | Director | Grant (A) | 163 | $31K |
| Jun 30, 2026 | Goodburn Mark A. | Director | Grant (A) | 193 | $36K |
| Jun 26, 2026 | Bozeman David P | President & CEO, Director | Tax withholding (F) | 12K | $2.1M |
| May 29, 2026 | RAJAN ARUN | Chief Strat & Innov Officer | Grant (A) | 9K | $0 |
| May 7, 2026 | Tolliver Paula | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | Crawford Kermit R | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | Kozlak Jodee A | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | Robbins Paige K | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | MCGARRY MICHAEL H | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | Goodburn Mark A. | Director | Grant (A) | 992 | $0 |
| May 7, 2026 | Gokey Timothy C | Director | Grant (A) | 992 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 287 funds | $283.5B |
| ALPHABET INC-CL AGOOGL | 287 funds | $181.4B |
| META PLATFORMS INC-CLASS AMETA | 287 funds | $123.6B |
| NVIDIA CORPNVDA | 286 funds | $400.9B |
| AMAZON.COM INCAMZN | 286 funds | $215.3B |
| VISA INC-CLASS A SHARESV | 283 funds | $62.2B |
| BROADCOM INCAVGO | 282 funds | $160.6B |
| APPLE INCAAPL | 280 funds | $298.4B |
| ALPHABET INC-CL CGOOG | 276 funds | $128.0B |
| JPMORGAN CHASE & COJPM | 276 funds | $70.5B |
| ELI LILLY & COLLY | 275 funds | $76.7B |
| MASTERCARD INC - AMA | 274 funds | $57.5B |
Ranked by how many of CHRW'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 CHRW. 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.