205 tracked 13F filers disclose a position in CSR as of the latest SEC 13F filings, a combined $798.0M 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. | $167.1M | 2.9M | ▲+0.8% Added · +22K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $96.3M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | Voss Capital, LP | $69.1M | 1.2M | ▲+54% Added · +429K sh | Q2 2026 | |
| 4 | STATE STREET CORP | $54.3M | 954K | ▲+1.6% Added · +15K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $42.1M | 732K | →First observed position No prior filed position | Q1 2026 | |
| 6 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $34.6M | 602K | ▼−6.8% Reduced · −44K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $26.8M | 477K | ▲+6.1% Added · +27K sh | Q2 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.9M | 346K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.4M | 303K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 10 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $15.8M | 275K | —Held | Q1 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $14.8M | 258K | ▼−15% Reduced · −46K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $13.7M | 239K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 13 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $13.3M | 231K | ▲+353% Added · +180K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $11.8M | 206K | ▲+8.4% Added · +16K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $11.6M | 202K | ▲+5.1% Added · +10K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $10.9M | 190K | ▼−3.6% Reduced · −7K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $10.5M | 182K | ▼−24% Reduced · −56K sh | Q1 2026 | |
| 18 | Diamond Hill Capital Management, LLC (Investment Advisor) | $7.0M | 125K | ▲+11% Added · +12K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | $7.1M | 123K | ▼−3.0% Reduced · −4K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $6.2M | 108K | →First observed position No prior filed position | Q1 2026 | |
| 21 | WESTWOOD HOLDINGS GROUP INC | $5.7M | 100K | ▲+0.1% Added · +76 sh | Q1 2026 | |
| 22 | Legal & General Group Plc | $5.7M | 100K | ▼−7.3% Reduced · −8K sh | Q1 2026 | |
| 23 | Phocas Financial Corp. | $5.2M | 92K | ▼−5.1% Reduced · −5K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $5.3M | 92K | ▲+67% Added · +37K sh | Q1 2026 | |
| 25 | CITIGROUP INC | $5.1M | 89K | ▲+317% Added · +68K 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, 3 funds opened a new position in CSR and 20 added to an existing one, while 18 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 | 94 funds | $173.7B |
| META PLATFORMS INC-CLASS AMETA | 94 funds | $78.2B |
| AMAZON.COM INCAMZN | 92 funds | $126.3B |
| ALPHABET INC-CL AGOOGL | 92 funds | $95.5B |
| NVIDIA CORPNVDA | 91 funds | $261.2B |
| APPLE INCAAPL | 91 funds | $194.1B |
| VISA INC-CLASS A SHARESV | 91 funds | $42.3B |
| BROADCOM INCAVGO | 90 funds | $99.1B |
| ELI LILLY & COLLY | 90 funds | $49.7B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $22.8B |
| MICRON TECHNOLOGY INCMU | 90 funds | $22.5B |
| JOHNSON & JOHNSONJNJ | 88 funds | $29.1B |
Ranked by how many of CSR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Jones-Tyson Rodney | Director | Buy (P) | 2K | $94K |
| Jun 18, 2026 | Schissel John A | Director | Buy (P) | 500 | $27K |
| Aug 8, 2025 | Schissel John A | Director | Buy (P) | 500 | $27K |
| Aug 8, 2025 | Olson Anne | President, CEO & Secretary | Buy (P) | 750 | $41K |
| Aug 8, 2025 | Patel Bhairav | EVP and CFO | Buy (P) | 500 | $27K |
| Mar 11, 2024 | Schissel John A | Director | Buy (P) | 500 | $28K |
| May 5, 2023 | Decker Mark Okey Jr | Director | Buy (P) | 1K | $59K |
| Mar 29, 2023 | Decker Mark Okey Jr | President, CEO and CIO, Director | Buy (P) | 1K | $53K |
| Sep 26, 2022 | Schissel John A | Director | Buy (P) | 225 | $15K |
| Jun 1, 2022 | TWINEM MARY J | Director | Buy (P) | 900 | $74K |
| May 16, 2022 | Jones-Tyson Rodney | Director | Buy (P) | 595 | $50K |
| May 6, 2022 | Schissel John A | Director | Buy (P) | 100 | $8K |
Connected entities for CSR
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/CSR/capital-change-brief"
Use Arkolith's capital_change_brief for CSR. 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 CSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.