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/DEO/capital-change-brief"
Use Arkolith's capital_change_brief for DEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $520.0M | 7.0M | ▲+4.2% Added · +281K sh | Q1 2026 | |
| 2 | Orbis Allan Gray Ltd | $275.5M | 3.7M | ▲+113% Added · +2.0M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $216.9M | 2.9M | ▲+3.7% Added · +104K sh | Q1 2026 | |
| 4 | EQUITY INVESTMENT CORP | $109.3M | 1.5M | ▲+29% Added · +331K sh | Q1 2026 | |
| 5 | BANK OF MONTREAL /CAN/ | $107.7M | 1.4M | ▼−33% Reduced · −726K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $102.1M | 1.4M | ▲+53% Added · +478K sh | Q1 2026 | |
| 7 | MARKEL GROUP INC. | $102.2M | 1.4M | ▲~0% Added · +500 sh | Q1 2026 | |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $100.8M | 1.4M | ▲+23% Added · +255K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $100.0M | 1.3M | ▲23× Added · +1.3M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $85.7M | 1.2M | ▲+160% Added · +709K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $75.3M | 1.0M | ▼−11% Reduced · −124K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $73.1M | 982K | ▼−50% Reduced · −965K sh | Q1 2026 | |
| 13 | Cullen Capital Management, LLC | $71.8M | 964K | ▲+48% Added · +314K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $65.0M | 872K | ▼−25% Reduced · −296K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $59.8M | 803K | ▼−10% Reduced · −94K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $58.7M | 788K | ▼−30% Reduced · −343K sh | Q1 2026 | |
| 17 | CAUSEWAY CAPITAL MANAGEMENT LLC | $49.6M | 666K | ▲+37% Added · +181K sh | Q1 2026 | |
| 18 | GABELLI FUNDS LLC | $49.1M | 660K | ▲+16% Added · +90K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $46.8M | 638K | ▼−41% Reduced · −444K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $44.5M | 598K | ▲+97% Added · +295K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $43.6M | 585K | ▼−2.1% Reduced · −13K sh | Q1 2026 | |
| 22 | Clearbridge Investments, LLC | $43.0M | 583K | ▲+4.7% Added · +26K sh | Q1 2026 | |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $41.8M | 562K | ▼−18% Reduced · −123K sh | Q1 2026 | |
| 24 | Aristotle Capital Management, LLC | $38.2M | 513K | ▲+7.5% Added · +36K sh | Q1 2026 | |
| 25 | BRANDES INVESTMENT PARTNERS, LP | $37.4M | 502K | ▲+66% Added · +200K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 203 funds | $162.4B |
| ALPHABET INC-CL AGOOGL | 202 funds | $107.4B |
| META PLATFORMS INC-CLASS AMETA | 200 funds | $63.0B |
| APPLE INCAAPL | 197 funds | $164.4B |
| ALPHABET INC-CL CGOOG | 197 funds | $70.3B |
| VISA INC-CLASS A SHARESV | 197 funds | $33.3B |
| NVIDIA CORPNVDA | 196 funds | $202.4B |
| AMAZON.COM INCAMZN | 196 funds | $117.0B |
| COSTCO WHOLESALE CORPCOST | 196 funds | $25.4B |
| BROADCOM INCAVGO | 193 funds | $83.1B |
| JPMORGAN CHASE & COJPM | 192 funds | $45.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 192 funds | $37.8B |
Ranked by how many of DEO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DEO. 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.