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/DRI/capital-change-brief"
Use Arkolith's capital_change_brief for DRI. 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. | $1.9B | 9.6M | ▼−2.8% Reduced · −280K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 7.5M | ▲New +7.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 5.4M | ▲New +5.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $953.1M | 4.9M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $699.0M | 3.6M | ▲+2.4% Added · +84K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $673.6M | 3.4M | ▲+2.0% Added · +69K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $659.9M | 3.4M | ▼−20% Reduced · −824K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $629.7M | 3.2M | ▲+45% Added · +991K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $372.6M | 1.9M | ▼−35% Reduced · −1.0M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $350.4M | 1.8M | ▲+0.2% Added · +4K sh | Q1 2026 | |
| 11 | Newport Trust Company, LLC | $349.5M | 1.8M | ▼−2.8% Reduced · −51K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $330.7M | 1.7M | ▲+14% Added · +206K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $279.0M | 1.4M | ▲+238% Added · +1.0M sh | Q1 2026 | |
| 14 | EARNEST PARTNERS LLC | $272.0M | 1.4M | ▼−4.6% Reduced · −66K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $248.1M | 1.3M | ▲+2.8% Added · +34K sh | Q1 2026 | |
| 16 | BAHL & GAYNOR INC | $198.0M | 1.0M | ▲+212% Added · +687K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $198.0M | 1.0M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 18 | UBS Group AG | $189.1M | 965K | ▲+24% Added · +189K sh | Q1 2026 | |
| 19 | Hamlin Capital Management, LLC | $169.5M | 823K | ▼−3.3% Reduced · −28K sh | Q2 2026 | |
| 20 | NORGES BANK | $144.5M | 785K | ▲+36% Added · +209K sh | Q4 2025 | |
| 21 | GOLDMAN SACHS GROUP INC | $140.4M | 716K | ▼−6.0% Reduced · −46K sh | Q1 2026 | |
| 22 | Legal & General Group Plc | $136.5M | 696K | ▲+6.0% Added · +39K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $131.4M | 670K | ▼−25% Reduced · −228K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $130.0M | 663K | ▲New +663K sh | Q1 2026 | |
| 25 | PRICE T ROWE ASSOCIATES INC /MD/ | $128.8M | 657K | ▲+2.8% Added · +18K 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 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 5K | $633K |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 3K | $449K |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 2K | $220K |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Sell (S) | 10K | $2.0M |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 5K | $0 |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 2K | $0 |
| Jul 7, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Option exercise (M) | 3K | $0 |
| Jun 23, 2026 | Burrowes Todd | Group Pres, Pres, Chuy's | Grant (A) | 5K | $0 |
| Jun 23, 2026 | Cardenas Ricardo | President and CEO, Director | Grant (A) | 23K | $0 |
| Jun 23, 2026 | Connelly Susan M. | SVP, Chief Comm & PA Officer | Grant (A) | 2K | $0 |
| Jun 23, 2026 | Williamson Laura B | President, LongHorn Steakhouse | Grant (A) | 620 | $0 |
| Jun 23, 2026 | Williamson Laura B | President, LongHorn Steakhouse | Grant (A) | 249 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 307 funds | $265.3B |
| AMAZON.COM INCAMZN | 304 funds | $198.1B |
| NVIDIA CORPNVDA | 303 funds | $368.4B |
| META PLATFORMS INC-CLASS AMETA | 302 funds | $108.1B |
| APPLE INCAAPL | 301 funds | $283.7B |
| BROADCOM INCAVGO | 301 funds | $148.6B |
| ELI LILLY & COLLY | 300 funds | $71.1B |
| JPMORGAN CHASE & COJPM | 300 funds | $69.5B |
| ALPHABET INC-CL AGOOGL | 299 funds | $166.8B |
| ALPHABET INC-CL CGOOG | 299 funds | $115.2B |
| VISA INC-CLASS A SHARESV | 298 funds | $55.9B |
| TESLA INCTSLA | 297 funds | $68.6B |
Ranked by how many of DRI'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 DRI. 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.