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/ESAB/capital-change-brief"
Use Arkolith's capital_change_brief for ESAB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 8.2M | ▲+1.9% Added · +151K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $643.4M | 6.7M | ▲+14% Added · +803K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $501.0M | 5.2M | ▲+2.9% Added · +144K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $250.8M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $240.6M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $168.1M | 1.7M | ▲+2.4% Added · +40K sh | Q1 2026 | |
| 7 | Neuberger Berman Group LLC | $163.5M | 1.7M | ▲+3.5% Added · +57K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $138.3M | 1.5M | ▲+6.3% Added · +89K sh | Q1 2026 | |
| 9 | FIL Ltd | $134.8M | 1.4M | ▲+182% Added · +900K sh | Q1 2026 | |
| 10 | Champlain Investment Partners, LLC | $126.1M | 1.3M | ▼−14% Reduced · −218K sh | Q1 2026 | |
| 11 | FMR LLC | $119.9M | 1.2M | ▼−1.8% Reduced · −22K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $117.5M | 1.2M | ▲+2.9% Added · +34K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $104.3M | 1.1M | ▼−18% Reduced · −240K sh | Q1 2026 | |
| 14 | COOKE & BIELER LP | $97.2M | 1.0M | ▲+7.0% Added · +66K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $95.1M | 984K | ▲+22% Added · +175K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $87.3M | 903K | ▲+143% Added · +531K sh | Q1 2026 | |
| 17 | DAVENPORT & Co LLC | $78.5M | 798K | ▲+18% Added · +123K sh | Q2 2026 | |
| 18 | NORGES BANK | $85.7M | 767K | ▲+10% Added · +72K sh | Q4 2025 | |
| 19 | Interval Partners, LP | $55.1M | 570K | ▲+64% Added · +222K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.5M | 522K | ▲+6.3% Added · +31K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $50.4M | 521K | ▼−7.6% Reduced · −43K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $47.8M | 494K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $47.6M | 492K | ▲+46% Added · +154K sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $43.8M | 453K | ▲53× Added · +444K sh | Q1 2026 | |
| 25 | DIAMOND HILL CAPITAL MANAGEMENT INC | $43.7M | 452K | ▲+27% Added · +97K 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 15, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | Grant (A) | 16K | $0 |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | Grant (A) | 58K | $0 |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | Grant (A) | 7K | $0 |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | Grant (A) | 9K | $0 |
| Jun 30, 2026 | Teirlinck Didier P | Director | Grant (A) | 134 | $0 |
| Jun 30, 2026 | LUTZ ROBERT S | Director | Grant (A) | 330 | $0 |
| Jun 30, 2026 | RALES MITCHELL P | Executive Chair of Board, Director | Grant (A) | 596 | $0 |
| Jun 10, 2026 | RALES MITCHELL P | Executive Chair of Board, Director | Grant (A) | 1.2M | $0 |
| Jun 10, 2026 | Campion Michele | Chief Human Resources Officer | Grant (A) | 52K | $0 |
| Jun 10, 2026 | Kambeyanda Shyam | President and CEO, Director | Grant (A) | 581K | $0 |
| Jun 10, 2026 | Jewell Curtis E | SVP, General Counsel | Grant (A) | 58K | $0 |
| Jun 10, 2026 | Jones R. Brent | EVP, Chief Financial Officer | Grant (A) | 145K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 122 funds | $81.8B |
| MICROSOFT CORPMSFT | 122 funds | $59.0B |
| AMAZON.COM INCAMZN | 122 funds | $44.4B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $25.5B |
| ALPHABET INC-CL AGOOGL | 121 funds | $36.6B |
| BROADCOM INCAVGO | 121 funds | $31.1B |
| VISA INC-CLASS A SHARESV | 121 funds | $11.5B |
| MASTERCARD INC - AMA | 121 funds | $9.8B |
| TJX COMPANIES INCTJX | 121 funds | $5.3B |
| UNION PACIFIC CORPUNP | 121 funds | $3.4B |
| ELI LILLY & COLLY | 120 funds | $13.8B |
| COSTCO WHOLESALE CORPCOST | 119 funds | $10.4B |
Ranked by how many of ESAB'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 ESAB. 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.