414 tracked 13F filers disclose a position in CNM as of the latest SEC 13F filings, a combined $8.2B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $948.8M | 19.2M | ▲+1.5% Added · +278K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $418.2M | 8.5M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $386.3M | 7.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | Pictet Asset Management Holding SA | $321.8M | 6.5M | ▼−12% Reduced · −927K sh | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $302.9M | 6.1M | ▲+15% Added · +813K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $285.1M | 5.9M | ▲+2.2% Added · +128K sh | Q2 2026 | |
| 7 | ROYAL LONDON ASSET MANAGEMENT LTD | $264.8M | 5.5M | ▼−4.6% Reduced · −264K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $268.5M | 5.4M | ▼−63% Reduced · −9.2M sh | Q1 2026 | |
| 9 | FMR LLC | $266.9M | 5.4M | ▼−15% Reduced · −951K sh | Q1 2026 | |
| 10 | Impax Asset Management Group plc | $202.8M | 4.2M | ▲+47% Added · +1.4M sh | Q2 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $189.9M | 3.8M | ▲+55% Added · +1.4M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $172.6M | 3.6M | ▼−4.6% Reduced · −174K sh | Q2 2026 | |
| 13 | JANUS HENDERSON GROUP PLC | $166.9M | 3.4M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 14 | Amundi | $150.7M | 3.1M | ▼−0.4% Reduced · −12K sh | Q1 2026 | |
| 15 | Point72 Asset Management, L.P. | $140.4M | 2.8M | ▲+309% Added · +2.1M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $131.4M | 2.7M | ▲+6.1% Added · +152K sh | Q1 2026 | |
| 17 | Camrose Capital Investment Partners LLP | $120.8M | 2.5M | ▲+10% Added · +237K sh | Q2 2026 | |
| 18 | FIDUCIARY MANAGEMENT INC /WI/ | $122.6M | 2.5M | ▼−5.0% Reduced · −130K sh | Q1 2026 | |
| 19 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $106.2M | 2.1M | —Held | Q1 2026 | |
| 20 | NORGES BANK | $108.3M | 2.1M | ▲+8.1% Added · +156K sh | Q4 2025 | |
| 21 | Findlay Park Partners LLP | $98.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $96.5M | 2.0M | ▲+5.0% Added · +93K sh | Q1 2026 | |
| 23 | Forest Avenue Capital Management LP | $89.3M | 1.8M | ▼−3.8% Reduced · −72K sh | Q1 2026 | |
| 24 | SAMLYN CAPITAL, LLC | $87.5M | 1.8M | ▼−38% Reduced · −1.1M sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $84.1M | 1.8M | ▼−5.6% Reduced · −104K 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.
Last quarter, 8 funds opened a new position in CNM and 27 added to an existing one, while 26 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 231 funds | $266.4B |
| NVIDIA CORPNVDA | 225 funds | $388.8B |
| AMAZON.COM INCAMZN | 224 funds | $203.4B |
| META PLATFORMS INC-CLASS AMETA | 221 funds | $113.1B |
| JPMORGAN CHASE & COJPM | 218 funds | $57.9B |
| ALPHABET INC-CL AGOOGL | 215 funds | $165.5B |
| ELI LILLY & COLLY | 215 funds | $76.6B |
| APPLE INCAAPL | 214 funds | $285.8B |
| VISA INC-CLASS A SHARESV | 213 funds | $64.1B |
| BROADCOM INCAVGO | 212 funds | $154.9B |
| MASTERCARD INC - AMA | 212 funds | $54.7B |
| BANK OF AMERICA CORPBAC | 204 funds | $29.7B |
Ranked by how many of CNM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Hope James D | Director | Buy (P) | 2K | $95K |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | Sell (S) | 3K | $177K |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | Sell (S) | 2K | $86K |
| Apr 7, 2026 | Hope James D | Director | Buy (P) | 2K | $100K |
| Aug 18, 2025 | Witkowski Mark R | Chief Executive Officer, Director | Sell (S) | 100K | $6.4M |
| Jul 22, 2025 | Bradbury Robyn L | Chief Financial Officer | Sell (S) | 5K | $323K |
| Jul 18, 2025 | Kimbrough Orvin T | Director | Sell (S) | 24K | $1.5M |
| Jul 18, 2025 | Castellano James G | Director | Sell (S) | 44K | $2.7M |
| Jul 17, 2025 | Witkowski Mark R | Chief Executive Officer, Director | Sell (S) | 72K | $4.4M |
| Jul 17, 2025 | Witkowski Mark R | Chief Executive Officer, Director | Sell (S) | 28K | $1.7M |
| Jul 7, 2025 | LeClair Stephen O | Executive Chair, Director | Sell (S) | 45K | $2.8M |
| Jul 3, 2025 | LeClair Stephen O | Executive Chair, Director | Sell (S) | 80K | $5.0M |
Connected entities for CNM
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/CNM/capital-change-brief"
Use Arkolith's capital_change_brief for CNM. 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 CNM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.