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/CW/capital-change-brief"
Use Arkolith's capital_change_brief for CW. 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. | $3.1B | 4.5M | ▲+8.9% Added · +369K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.1B | 1.6M | ▲+15% Added · +211K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $637.3M | 938K | ▲+11% Added · +96K sh | Q1 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $528.8M | 772K | ▲+0.4% Added · +3K sh | Q1 2026 | |
| 7 | TD ASSET MANAGEMENT INC | $483.8M | 710K | ▼−8.3% Reduced · −64K sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 655K | ▼−5.0% Reduced · −34K sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $394.8M | 601K | ▲+13% Added · +68K sh | Q1 2026 | |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | $365.7M | 537K | ▼−4.8% Reduced · −27K sh | Q1 2026 | |
| 11 | NORGES BANK | $290.6M | 527K | ▲+6.6% Added · +33K sh | Q4 2025 | |
| 12 | FRANKLIN RESOURCES INC | $331.6M | 487K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 13 | FMR LLC | $283.6M | 416K | ▲+56% Added · +149K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $282.4M | 415K | ▲+7.0% Added · +27K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $273.5M | 402K | ▲+0.2% Added · +710 sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $266.1M | 391K | ▼−19% Reduced · −93K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $227.1M | 333K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $216.8M | 318K | ▲+8.2% Added · +24K sh | Q1 2026 | |
| 19 | Allspring Global Investments Holdings, LLC | $196.9M | 282K | ▼−12% Reduced · −37K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $190.1M | 279K | ▲+31% Added · +66K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $165.4M | 243K | ▼−16% Reduced · −46K sh | Q1 2026 | |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $158.1M | 232K | ▼−16% Reduced · −46K sh | Q1 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $126.3M | 229K | ▲+13% Added · +26K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $156.0M | 229K | ▲New +229K sh | Q1 2026 | |
| 25 | CONGRESS ASSET MANAGEMENT CO | $155.2M | 228K | ▼−16% Reduced · −42K 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 6, 2026 | McDonald George P. | Executive VP and Corporate Sec | Grant (A) | 25 | $16K |
| Jul 6, 2026 | Watts John C | EVP & Chief Growth Officer | Grant (A) | 9 | $6K |
| Jul 6, 2026 | Rayment Kevin | Executive VP and COO | Grant (A) | 26 | $17K |
| Jul 6, 2026 | Farkas K Christopher | Executive VP and CFO | Grant (A) | 21 | $13K |
| Jul 6, 2026 | Bamford Lynn M | Chair and CEO, Director | Grant (A) | 17 | $11K |
| Jun 15, 2026 | Watts John C | EVP & Chief Growth Officer | Sell (S) | 200 | $154K |
| Jun 12, 2026 | Bamford Lynn M | Chair and CEO, Director | Sell (S) | 3K | $1.9M |
| Jun 9, 2026 | Ogilby Gary A | Senior VP & Corp Controller | Sell (S) | 399 | $288K |
| Jun 9, 2026 | Bamford Lynn M | Chair and CEO, Director | Sell (S) | 3K | $1.8M |
| Jun 1, 2026 | Wallace Peter C | Director | Grant (A) | 221 | $159K |
| May 29, 2026 | MINOR GLENDA J | Director | Grant (A) | 20 | $15K |
| May 27, 2026 | Watts John C | EVP & Chief Growth Officer | Sell (S) | 220 | $166K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 296 funds | $268.7B |
| NVIDIA CORPNVDA | 293 funds | $375.3B |
| APPLE INCAAPL | 292 funds | $288.4B |
| AMAZON.COM INCAMZN | 291 funds | $199.1B |
| ALPHABET INC-CL AGOOGL | 291 funds | $175.3B |
| META PLATFORMS INC-CLASS AMETA | 289 funds | $110.9B |
| ELI LILLY & COLLY | 288 funds | $81.6B |
| JPMORGAN CHASE & COJPM | 288 funds | $73.7B |
| VISA INC-CLASS A SHARESV | 286 funds | $59.9B |
| BROADCOM INCAVGO | 282 funds | $143.6B |
| MASTERCARD INC - AMA | 282 funds | $56.6B |
| COSTCO WHOLESALE CORPCOST | 281 funds | $42.1B |
Ranked by how many of CW'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 CW. 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.