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/COF/capital-change-brief"
Use Arkolith's capital_change_brief for COF. 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. | $9.3B | 50.8M | ▼−0.4% Reduced · −187K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $7.4B | 40.5M | ▲New +40.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $5.0B | 27.6M | ▼−1.1% Reduced · −319K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $3.1B | 17.4M | ▲+2.7% Added · +451K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.6B | 14.3M | ▲+1.6% Added · +224K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $2.5B | 13.7M | ▲+10% Added · +1.3M sh | Q1 2026 | |
| 7 | FMR LLC | $2.3B | 12.6M | ▼−33% Reduced · −6.2M sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 11.9M | ▲New +11.9M sh | Q1 2026 | |
| 9 | HARRIS ASSOCIATES L P | $1.9B | 10.4M | ▼−4.3% Reduced · −468K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $1.6B | 8.9M | ▲+2.9% Added · +252K sh | Q1 2026 | |
| 11 | DODGE & COX | $1.6B | 8.8M | ▼−4.2% Reduced · −388K sh | Q1 2026 | |
| 12 | NORGES BANK | $2.1B | 8.6M | ▲+7.8% Added · +625K sh | Q4 2025 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.5B | 8.0M | ▲+5.1% Added · +386K sh | Q1 2026 | |
| 14 | BERKSHIRE HATHAWAY INC | $1.3B | 7.2M | —Held | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.3B | 6.9M | ▲+1.8% Added · +125K sh | Q1 2026 | |
| 16 | Aristotle Capital Management, LLC | $1.2B | 6.8M | ▼−3.7% Reduced · −260K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $1.2B | 6.7M | ▲+4.6% Added · +294K sh | Q1 2026 | |
| 18 | Fisher Asset Management, LLC | $1.2B | 6.6M | ▼−5.1% Reduced · −356K sh | Q1 2026 | |
| 19 | EAGLE CAPITAL MANAGEMENT LLC | $1.2B | 6.6M | ▼−2.2% Reduced · −149K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $1.2B | 6.4M | ▼−2.3% Reduced · −152K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $991.3M | 5.4M | ▼−6.8% Reduced · −398K sh | Q1 2026 | |
| 22 | PZENA INVESTMENT MANAGEMENT LLC | $835.6M | 4.6M | ▼−8.8% Reduced · −441K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $778.0M | 4.3M | ▲+0.5% Added · +20K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $730.8M | 4.0M | ▲+7.0% Added · +263K sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $674.2M | 3.7M | ▲+0.2% Added · +7K 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 7, 2026 | Cooper Matthew W | General Counsel & Corp Secy | Sell (S) | 4K | $728K |
| Jun 2, 2026 | Cooper Matthew W | General Counsel & Corp Secy | Sell (S) | 4K | $642K |
| May 13, 2026 | Haggerty Kaitlin | Chief Human Resources Officer | Sell (S) | 119 | $22K |
| May 12, 2026 | Haggerty Kaitlin | Chief Human Resources Officer | Sell (S) | 1K | $240K |
| May 12, 2026 | Cooper Matthew W | General Counsel & Corp Secy | Sell (S) | 4K | $644K |
| May 8, 2026 | Locoh-Donou Francois | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | Detrick Christine Rose | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | Harford Suni P | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | Leenaars Cornelis PAJ | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | RASKIND PETER E | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | Archibong Ime | Director | Grant (A) | 1K | $0 |
| May 8, 2026 | Killalea Peter Thomas | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 540 funds | $238.2B |
| ALPHABET INC-CL AGOOGL | 534 funds | $223.8B |
| MICROSOFT CORPMSFT | 532 funds | $307.1B |
| META PLATFORMS INC-CLASS AMETA | 530 funds | $136.4B |
| NVIDIA CORPNVDA | 525 funds | $424.1B |
| JPMORGAN CHASE & COJPM | 519 funds | $85.3B |
| APPLE INCAAPL | 518 funds | $384.7B |
| BROADCOM INCAVGO | 515 funds | $160.4B |
| VISA INC-CLASS A SHARESV | 515 funds | $74.9B |
| ALPHABET INC-CL CGOOG | 508 funds | $140.9B |
| ELI LILLY & COLLY | 502 funds | $92.3B |
| BANK OF AMERICA CORPBAC | 502 funds | $64.3B |
Ranked by how many of COF'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 COF. 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.