| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AM | $287.9M | 3.3M | ▲New +3.3M sh | Q4 2025 | |
| 2 | NORGES BANK | $138.7M | 1.6M | ▼−2.0% Reduced · −33K sh | Q4 2025 | |
| 3 | Fortitude Family Office, LLC | $24K | 276 | ▲+0.4% Added · +1 sh | Q4 2025 | |
| 4 | HUNTINGTON NATIONAL BANK | $89 | 1 | ▼−100% Reduced · −14K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 253 funds | $142.9B |
| APPLE INCAAPL | 252 funds | $178.0B |
| ALPHABET INC-CL AGOOGL | 249 funds | $89.4B |
| META PLATFORMS INC-CLASS AMETA | 249 funds | $70.1B |
| WELLS FARGO & COWFC | 249 funds | $56.8B |
| AMAZON.COM INCAMZN | 248 funds | $90.8B |
| MERCK & CO. INC.MRK | 248 funds | $39.2B |
| JOHNSON & JOHNSONJNJ | 247 funds | $70.0B |
| VISA INC-CLASS A SHARESV | 247 funds | $49.2B |
| PEPSICO INCPEP | 247 funds | $38.0B |
| CITIGROUP INCC | 247 funds | $37.1B |
| NVIDIA CORPNVDA | 246 funds | $85.0B |
Ranked by how many of CMA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 27, 2026 | Fleming Allysun C | Executive Vice President | Sell (S) | 9K | $837K |
| Jan 22, 2026 | WEBER JAMES HARRY | Executive Vice President | Sell (S) | 9K | $863K |
| Jan 22, 2026 | CARR JAMES MCGREGOR | Executive Vice Pres. | Sell (S) | 10K | $981K |
| Aug 21, 2025 | Moore Christine M | EVP and Chief Audit Executive | Sell (S) | 2K | $123K |
| Aug 13, 2025 | Bailey Corey R | Executive Vice President | Sell (S) | 3K | $171K |
| Aug 8, 2025 | Fleming Allysun C | Executive Vice President | Sell (S) | 2K | $141K |
| Aug 8, 2025 | CARR JAMES MCGREGOR | Executive Vice Pres. | Sell (S) | 4K | $269K |
| May 1, 2025 | Sefzik Peter L | Sr EVP & Chief Banking Officer | Sell (S) | 20K | $1.1M |
| May 1, 2025 | Sefzik Peter L | Sr EVP & Chief Banking Officer | Sell (S) | 305 | $17K |
| Dec 2, 2024 | Bailey Corey R | Executive Vice President | Sell (S) | 2K | $133K |
| Nov 7, 2024 | Fleming Allysun C | Executive Vice President | Sell (S) | 1K | $96K |
| Oct 24, 2024 | WEBER JAMES HARRY | Executive Vice President | Sell (S) | 200 | $13K |
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/CMA/capital-change-brief"
Use Arkolith's capital_change_brief for CMA. 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 CMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.