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/CLB/capital-change-brief"
Use Arkolith's capital_change_brief for CLB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ARIEL INVESTMENTS, LLC | $221.1M | 13.2M | ▼−3.6% Reduced · −491K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $121.0M | 7.2M | ▲+0.8% Added · +55K sh | Q1 2026 | |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | $82.9M | 4.9M | ▼−4.4% Reduced · −230K sh | Q1 2026 | |
| 4 | EARNEST PARTNERS LLC | $51.3M | 3.1M | ▼−5.1% Reduced · −165K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $34.6M | 2.1M | ▲+0.9% Added · +19K sh | Q1 2026 | |
| 6 | CWA Asset Management Group, LLC | $20.4M | 1.8M | ▲+0.8% Added · +14K sh | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $27.2M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $22.7M | 1.4M | ▲+10.0% Added · +123K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $19.1M | 1.1M | ▲+2.1% Added · +23K sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 1.1M | ▲+5.9% Added · +62K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $14.3M | 849K | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 13 | Fisher Asset Management, LLC | $12.4M | 737K | ▼−4.9% Reduced · −38K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.5M | 687K | ▼−6.9% Reduced · −51K sh | Q1 2026 | |
| 15 | GENDELL JEFFREY L | $10.9M | 648K | —Held | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $9.5M | 565K | ▲+4.0% Added · +22K sh | Q1 2026 | |
| 17 | VAN ECK ASSOCIATES CORP | Withheld | 472K | ▲+34% Added · +120K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $7.5M | 447K | ▲+22% Added · +80K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $7.5M | 447K | ▼−7.9% Reduced · −38K sh | Q1 2026 | |
| 20 | UBS Group AG | $7.2M | 432K | ▲+4.6% Added · +19K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $6.8M | 403K | ▼−2.1% Reduced · −9K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $4.9M | 290K | ▲New +290K sh | Q1 2026 | |
| 23 | Advisors Capital Management, LLC | $4.8M | 289K | ▲+4.4% Added · +12K sh | Q1 2026 | |
| 24 | MAC Alpha Capital Management, LP | $4.8M | 283K | ▼−9.5% Reduced · −30K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $4.6M | 272K | ▼−7.4% Reduced · −22K 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 |
|---|---|---|---|---|---|
| May 1, 2026 | Tattoli Mark Damian | SVP, Gen Counsel & Secretary | Tax withholding (F) | 97 | $1K |
| May 1, 2026 | Tattoli Mark Damian | SVP, Gen Counsel & Secretary | Option exercise (M) | 250 | $0 |
| May 1, 2026 | Tattoli Mark Damian | SVP, Gen Counsel & Secretary | Option exercise (M) | 250 | $0 |
| Apr 1, 2026 | ANASTASIO CURT | Director | Option exercise (M) | 8K | $0 |
| Apr 1, 2026 | ANASTASIO CURT | Director | Grant (A) | 8K | $0 |
| Apr 1, 2026 | ANASTASIO CURT | Director | Option exercise (M) | 8K | $0 |
| Apr 1, 2026 | Carnes Martha Z. | Director | Option exercise (M) | 8K | $0 |
| Apr 1, 2026 | Carnes Martha Z. | Director | Grant (A) | 8K | $0 |
| Apr 1, 2026 | Carnes Martha Z. | Director | Option exercise (M) | 8K | $0 |
| Apr 1, 2026 | MARTINOVICH ROBERT F | Director | Option exercise (M) | 8K | $0 |
| Apr 1, 2026 | MARTINOVICH ROBERT F | Director | Grant (A) | 8K | $0 |
| Apr 1, 2026 | MARTINOVICH ROBERT F | Director | Option exercise (M) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 58 funds | $26.6B |
| APPLE INCAAPL | 55 funds | $32.1B |
| ALPHABET INC-CL AGOOGL | 55 funds | $18.2B |
| JPMORGAN CHASE & COJPM | 55 funds | $7.9B |
| CHEVRON CORPCVX | 55 funds | $3.8B |
| UNITEDHEALTH GROUP INCUNH | 55 funds | $3.0B |
| SLB LTDSLB | 55 funds | $1.3B |
| AMAZON.COM INCAMZN | 54 funds | $18.5B |
| BROADCOM INCAVGO | 54 funds | $14.2B |
| VISA INC-CLASS A SHARESV | 54 funds | $5.2B |
| BANK OF AMERICA CORPBAC | 54 funds | $3.0B |
| CUMMINS INCCMI | 54 funds | $1.4B |
Ranked by how many of CLB'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 CLB. 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.