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/DAL/capital-change-brief"
Use Arkolith's capital_change_brief for DAL. 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. | $2.9B | 44.1M | ▼−1.3% Reduced · −600K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 41.9M | ▲New +41.9M sh | Q1 2026 | |
| 3 | BERKSHIRE HATHAWAY INC | $2.6B | 39.8M | ▲New +39.8M sh | Q1 2026 | |
| 4 | Sanders Capital, LLC | $2.0B | 29.5M | ▼−0.4% Reduced · −111K sh | Q1 2026 | |
| 5 | FMR LLC | $1.8B | 27.5M | ▲+0.3% Added · +93K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 27.4M | ▲New +27.4M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $1.6B | 23.5M | ▲+1.3% Added · +296K sh | Q1 2026 | |
| 8 | HARRIS ASSOCIATES L P | $1.2B | 18.0M | ▼−8.4% Reduced · −1.7M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 18.0M | ▲+3.2% Added · +557K sh | Q1 2026 | |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | $1.2B | 17.5M | ▼−0.3% Reduced · −46K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $891.1M | 13.4M | ▲+8.9% Added · +1.1M sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $815.7M | 12.3M | ▲+29% Added · +2.8M sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $667.2M | 10.0M | ▼−0.6% Reduced · −60K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $549.2M | 8.4M | ▲+37% Added · +2.3M sh | Q1 2026 | |
| 15 | Newport Trust Company, LLC | $523.0M | 7.9M | ▼−4.3% Reduced · −350K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $465.4M | 7.4M | ▲+20% Added · +1.3M sh | Q1 2026 | |
| 17 | Life Cycle Investment Partners Ltd | $373.8M | 5.6M | ▼−17% Reduced · −1.2M sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $340.4M | 5.1M | ▲+23% Added · +956K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $330.8M | 5.0M | ▼−0.8% Reduced · −40K sh | Q1 2026 | |
| 20 | GMT CAPITAL CORP | $294.0M | 4.4M | ▼−0.8% Reduced · −36K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $266.6M | 4.0M | ▲+39% Added · +1.1M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $263.0M | 4.0M | ▲+2.9% Added · +112K sh | Q1 2026 | |
| 23 | Gallagher Fiduciary Advisors, LLC | $255.2M | 3.8M | ▼−5.0% Reduced · −202K sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $247.4M | 3.7M | ▲+20% Added · +624K sh | Q1 2026 | |
| 25 | Allianz Asset Management GmbH | $246.0M | 3.7M | ▼−15% Reduced · −628K 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 |
|---|---|---|---|---|---|
| Jun 18, 2026 | Hale Leslie D. | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Beck Christophe | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Taylor David S | Director | Grant (A) | 4K | — |
| Jun 18, 2026 | Waller Kathy N | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Chiang Willie CW | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | McKenna Judith J | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | HUERTA MICHAEL P | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | PRABHU VASANT M | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Creed Greg | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Black Maria | Director | Grant (A) | 2K | — |
| Jun 18, 2026 | Rial Sergio | Director | Tax withholding (F) | 1K | $107K |
| Jun 18, 2026 | Rial Sergio | Director | Grant (A) | 2K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 386 funds | $213.7B |
| NVIDIA CORPNVDA | 381 funds | $393.6B |
| META PLATFORMS INC-CLASS AMETA | 381 funds | $123.7B |
| MICROSOFT CORPMSFT | 379 funds | $283.5B |
| ALPHABET INC-CL AGOOGL | 377 funds | $202.3B |
| APPLE INCAAPL | 374 funds | $360.8B |
| BROADCOM INCAVGO | 372 funds | $150.5B |
| JPMORGAN CHASE & COJPM | 372 funds | $78.7B |
| ALPHABET INC-CL CGOOG | 370 funds | $130.1B |
| ELI LILLY & COLLY | 369 funds | $85.3B |
| VISA INC-CLASS A SHARESV | 369 funds | $64.4B |
| TESLA INCTSLA | 366 funds | $68.4B |
Ranked by how many of DAL'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 DAL. 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.