Among active 13F managers last quarter, 4 opened and 28 added, while 28 reduced; the largest holder to move was Millennium Management LLC (−45%). Over the last 180 days, 10 insiders sold and 2 insiders bought, a net -$6.2M in open-market trades.
The legs disagree, or only one of them leans.
341 tracked 13F filers disclose a position in CSTM as of the latest SEC 13F filings, a combined $2.9B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.8M | $408.0M | ▼−1.2% Reduced · −162K sh | Q2 2026 | |
| 2 | Bpifrance SA | 8.4M | $267.8M | ▼−33% Reduced · −4.2M sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 4.4M | $140.0M | ▲+12% Added · +465K sh | Q2 2026 | |
| 4 | Millennium Management LLC | 3.5M | $85.3M | ▼−45% Reduced · −2.8M sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | 3.2M | $79.5M | ▲+5.9% Added · +179K sh | Q1 2026 | |
| 6 | Arrowstreet Capital, Limited Partnership | 3.2M | $79.3M | ▲+621% Added · +2.8M sh | Q1 2026 | |
| 7 | Morgan Stanley | 3.2M | $78.6M | ▼−14% Reduced · −532K sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | 3.0M | Withheld | ▼−25% Reduced · −980K sh | Q2 2026 | |
| 9 | State Street Corp | 3.0M | $94.2M | ▲+6.9% Added · +191K sh | Q2 2026 | |
| 10 | Nuveen, LLC | 2.8M | $69.5M | ▼−0.5% Reduced · −13K sh | Q1 2026 | |
| 11 | Kinetic Partners Management, LP | 2.5M | $81.0M | ▲+94% Added · +1.2M sh | Q2 2026 | |
| 12 | Encompass Capital Advisors LLC | 2.4M | $77.2M | ▼−2.3% Reduced · −56K sh | Q2 2026 | |
| 13 | AllianceBernstein L.P. | 2.3M | $43.7M | ▲17× Added · +2.2M sh | Q1 2026 | |
| 14 | FMR LLC | 2.2M | $69.9M | ▼−68% Reduced · −4.8M sh | Q2 2026 | |
| 15 | American Century Companies Inc | 2.1M | $51.3M | ▲+15% Added · +274K sh | Q1 2026 | |
| 16 | AQR Capital Management LLC | 2.1M | $51.0M | ▲+17% Added · +308K sh | Q1 2026 | |
| 17 | Healthcare Of Ontario Pension Plan Trust Fund | 2.1M | $50.5M | ▲+894% Added · +1.8M sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 2.1M | $47.3M | ▼−1.8% Reduced · −37K sh | Q1 2026 | |
| 19 | Brightline Capital Management, LLC | 1.9M | $61.3M | ▲+4.1% Added · +76K sh | Q2 2026 | |
| 20 | Geode Capital Management, LLC | 1.8M | $57.0M | ▲+7.3% Added · +121K sh | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 1.4M | $33.7M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 22 | Westwood Holdings Group Inc | 1.1M | $35.0M | ▼−22% Reduced · −302K sh | Q2 2026 | |
| 23 | Panagora Asset Management Inc | 1.0M | $33.4M | ▲+49% Added · +343K sh | Q2 2026 | |
| 24 | Northern Trust Corp | 978K | $24.0M | ▲+3.8% Added · +36K sh | Q1 2026 | |
| 25 | Allianz Asset Management GmbH | 894K | $22.0M | ▲+408% Added · +718K 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. 3 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in CSTM and 28 added to an existing one, while 28 reduced. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 194 funds | $180.8B |
| Microsoft CorpMSFT | 193 funds | $225.4B |
| Nvidia CorpNVDA | 189 funds | $356.3B |
| Meta Platforms Inc-Class AMETA | 183 funds | $96.3B |
| Alphabet Inc-CL CGOOG | 181 funds | $107.2B |
| Apple IncAAPL | 180 funds | $256.7B |
| Alphabet Inc-CL AGOOGL | 180 funds | $161.3B |
| Eli Lilly & CoLLY | 177 funds | $74.0B |
| JPMorgan Chase & CoJPM | 177 funds | $57.7B |
| Micron Technology IncMU | 177 funds | $47.5B |
| Advanced Micro DevicesAMD | 177 funds | $47.2B |
| Broadcom IncAVGO | 174 funds | $149.0B |
Ranked by how many of CSTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSTM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Deslarzes Jean-Christophe | Director | Buy (P) | 1K | $41K |
| Jun 4, 2026 | Ormerod John | Director | Sell (S) | 8K | $280K |
| May 28, 2026 | Becker Marcus | SVP CPO | Sell (S) | 10K | $363K |
| May 14, 2026 | Soultz Bradley Lee | Director | Buy (P) | 3K | $85K |
| May 14, 2026 | Jarrett Martin | SVP Chief Innovation Officer | Sell (S) | 5K | $158K |
| May 12, 2026 | Piquier Ludovic | SVP Manuf Excellence & CTO | Sell (S) | 1K | $34K |
| May 11, 2026 | Brun Nicolas | SVP PA, Comm & Sust | Sell (S) | 27K | $902K |
| May 8, 2026 | Corre Stephane | President, AS&I | Sell (S) | 5K | $168K |
| May 5, 2026 | Brandjes Michiel | Director | Sell (S) | 10K | $325K |
| May 5, 2026 | Guo Jack Q. | EVP & CFO | Sell (S) | 25K | $822K |
| May 1, 2026 | Deslarzes Jean-Christophe | Director | Buy (P) | 1K | $41K |
| May 1, 2026 | Corre Stephane | President, AS&I | Sell (S) | 5K | $160K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 41 | – |
Insiders Form 4 open-market | 2 | 10 | -$6.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CSTM
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/CSTM/capital-change-brief"
Use Arkolith's capital_change_brief for CSTM. 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 CSTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.