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/CVI/capital-change-brief"
Use Arkolith's capital_change_brief for CVI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ICAHN CARL C | $2.4B | 71.2M | ▲+1.1% Added · +783K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $161.2M | 4.8M | ▲+2.0% Added · +92K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $73.6M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $65.3M | 1.9M | ▲+9.0% Added · +160K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $64.2M | 1.9M | ▲+16% Added · +265K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $45.3M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 7 | Allianz Asset Management GmbH | $33.4M | 993K | ▲+51% Added · +336K sh | Q1 2026 | |
| 8 | CastleKnight Management LP | $31.9M | 948K | ▲New +948K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.3M | 812K | ▼−2.8% Reduced · −23K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $25.9M | 769K | ▼−8.0% Reduced · −67K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $24.6M | 730K | ▲+2.6% Added · +18K sh | Q1 2026 | |
| 12 | FMR LLC | $22.9M | 681K | ▲+594% Added · +583K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $19.3M | 573K | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $18.9M | 562K | ▼−31% Reduced · −250K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $17.1M | 507K | ▼−45% Reduced · −407K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $16.5M | 492K | ▼−6.9% Reduced · −37K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $16.0M | 475K | ▲+90% Added · +224K sh | Q1 2026 | |
| 18 | CITIGROUP INC | $15.9M | 472K | ▲+23% Added · +87K sh | Q1 2026 | |
| 19 | TUDOR INVESTMENT CORP ET AL | $14.4M | 428K | ▼−18% Reduced · −96K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $12.3M | 366K | ▲+137% Added · +211K sh | Q1 2026 | |
| 21 | UBS Group AG | $11.9M | 354K | ▼−58% Reduced · −496K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $11.0M | 327K | ▲+2.3% Added · +7K sh | Q1 2026 | |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.7M | 317K | ▼−13% Reduced · −49K sh | Q1 2026 | |
| 24 | Jump Financial, LLC | $10.0M | 297K | ▲+285% Added · +220K sh | Q1 2026 | |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | $9.8M | 290K | ▼−77% Reduced · −991K 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 |
|---|---|---|---|---|---|
| Feb 24, 2026 | ICAHN ENTERPRISES G.P. INC. | 10% Owner | Buy (P) | 275K | $5.9M |
| Feb 23, 2026 | ICAHN ENTERPRISES G.P. INC. | 10% Owner | Buy (P) | 245K | $5.1M |
| Feb 20, 2026 | ICAHN ENTERPRISES G.P. INC. | 10% Owner | Buy (P) | 263K | $5.5M |
| Feb 18, 2026 | Capps J. Travis Jr. | EVP & Chief Commercial Officer | Grant (A) | 28K | $0 |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Disposed to issuer (D) | 14K | $474K |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Disposed to issuer (D) | 29K | $984K |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Disposed to issuer (D) | 17K | $591K |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Option exercise (M) | 29K | $0 |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Option exercise (M) | 14K | $0 |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Option exercise (M) | 17K | $0 |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Option exercise (M) | 29K | $0 |
| Dec 10, 2025 | LAMP DAVID L | President and CEO, Director | Grant (A) | 53K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 69 funds | $25.9B |
| AMAZON.COM INCAMZN | 67 funds | $22.2B |
| BROADCOM INCAVGO | 67 funds | $14.5B |
| MICRON TECHNOLOGY INCMU | 67 funds | $7.0B |
| ELI LILLY & COLLY | 67 funds | $6.2B |
| CUMMINS INCCMI | 67 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $12.2B |
| COSTCO WHOLESALE CORPCOST | 66 funds | $5.4B |
| CITIGROUP INCC | 66 funds | $3.6B |
| BANK OF AMERICA CORPBAC | 66 funds | $3.0B |
| CENTENE CORPCNC | 66 funds | $717.2M |
| NVIDIA CORPNVDA | 65 funds | $37.2B |
Ranked by how many of CVI'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 CVI. 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.