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/CON/capital-change-brief"
Use Arkolith's capital_change_brief for CON. 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. | $366.1M | 17.1M | ▼−1.0% Reduced · −169K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $365.4M | 17.0M | ▲+1.1% Added · +193K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $144.5M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $109.3M | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $98.7M | 4.6M | ▲+3.5% Added · +156K sh | Q1 2026 | |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $68.8M | 3.2M | ▲+79% Added · +1.4M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $66.6M | 3.1M | ▲+4.9% Added · +144K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $63.6M | 3.0M | ▼−19% Reduced · −729K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $62.9M | 2.9M | ▲+2.9% Added · +81K sh | Q1 2026 | |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $57.2M | 2.7M | ▲+1.6% Added · +42K sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 2.6M | ▼−16% Reduced · −502K sh | Q1 2026 | |
| 12 | NORGES BANK | $43.4M | 2.2M | ▲+48% Added · +711K sh | Q4 2025 | |
| 13 | JENNISON ASSOCIATES LLC | $46.6M | 2.2M | ▲+196% Added · +1.4M sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.8M | 2.0M | ▼−1.7% Reduced · −35K sh | Q1 2026 | |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29.4M | 1.4M | ▼−25% Reduced · −457K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $27.1M | 1.3M | ▲+2.1% Added · +26K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $26.4M | 1.2M | ▼−45% Reduced · −1.0M sh | Q1 2026 | |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $23.9M | 1.1M | ▼−29% Reduced · −465K sh | Q1 2026 | |
| 19 | CRAMER ROSENTHAL MCGLYNN LLC | $22.9M | 1.1M | ▼−46% Reduced · −912K sh | Q1 2026 | |
| 20 | Woodline Partners LP | $21.7M | 1.0M | ▼−34% Reduced · −519K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $20.9M | 974K | ▼−28% Reduced · −384K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $19.6M | 912K | ▼−2.4% Reduced · −22K sh | Q1 2026 | |
| 23 | HBK INVESTMENTS L P | $18.5M | 863K | —Held | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $17.6M | 819K | ▲New +819K sh | Q1 2026 | |
| 25 | LOOMIS SAYLES & CO L P | $17.2M | 804K | ▼−3.5% Reduced · −30K 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 1, 2026 | ORTENZIO ROBERT A | Director | Sell (S) | 130K | $4.0M |
| Jun 1, 2026 | ORTENZIO ROBERT A | Director | Sell (S) | 130K | $3.3M |
| May 8, 2026 | ORTENZIO ROBERT A | Director | Sell (S) | 130K | $3.3M |
| Dec 17, 2025 | Newton William Keith | Chief Executive Officer, Director | Gift (G) | 89K | $0 |
| Dec 17, 2025 | Newton William Keith | Chief Executive Officer, Director | Gift (G) | 89K | $0 |
| Nov 26, 2025 | Kosuth Michael A. | See Remarks | Tax withholding (F) | 6K | $136K |
| Nov 26, 2025 | Gallara Giovanni | See Remarks | Tax withholding (F) | 7K | $138K |
| Nov 26, 2025 | Conser Jonathan P. | See Remarks | Tax withholding (F) | 6K | $124K |
| Nov 26, 2025 | DiCanio Matthew T. | See Remarks | Tax withholding (F) | 18K | $373K |
| Nov 26, 2025 | Kendall Danielle | See Remarks | Tax withholding (F) | 4K | $83K |
| Nov 26, 2025 | Rhine Michael D. | See Remarks | Tax withholding (F) | 4K | $83K |
| Nov 26, 2025 | Gilbert Greg M. | See Remarks | Tax withholding (F) | 6K | $124K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $34.8B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $17.1B |
| ALPHABET INC-CL AGOOGL | 74 funds | $23.2B |
| ORACLE CORPORCL | 74 funds | $5.0B |
| NVIDIA CORPNVDA | 73 funds | $49.4B |
| BROADCOM INCAVGO | 73 funds | $17.2B |
| ALPHABET INC-CL CGOOG | 73 funds | $16.8B |
| COSTCO WHOLESALE CORPCOST | 73 funds | $5.6B |
| DANAHER CORPDHR | 73 funds | $2.6B |
| BLACKROCK INCBLK | 73 funds | $2.4B |
| SCHWAB (CHARLES) CORPSCHW | 73 funds | $2.1B |
| AMAZON.COM INCAMZN | 72 funds | $28.2B |
Ranked by how many of CON'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 CON. 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.