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/FDX/capital-change-brief"
Use Arkolith's capital_change_brief for FDX. 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. | $6.7B | 18.8M | ▲+12% Added · +2.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.0B | 13.9M | ▲New +13.9M sh | Q1 2026 | |
| 3 | DODGE & COX | $3.6B | 10.0M | ▼−36% Reduced · −5.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $3.5B | 9.7M | ▲+2.3% Added · +220K sh | Q1 2026 | |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | $3.0B | 8.3M | ▼−2.5% Reduced · −210K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 7 | FMR LLC | $2.2B | 6.3M | ▲+25% Added · +1.3M sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $2.1B | 5.9M | ▲+15% Added · +762K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 5.1M | ▲+3.2% Added · +162K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $1.1B | 3.1M | ▼−1.0% Reduced · −32K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $1.1B | 3.1M | ▲+4.5% Added · +131K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $1.1B | 3.0M | ▼−4.9% Reduced · −155K sh | Q1 2026 | |
| 13 | NORGES BANK | $859.1M | 3.0M | ▲+12% Added · +310K sh | Q4 2025 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $936.7M | 2.6M | ▲+2.0% Added · +53K sh | Q1 2026 | |
| 15 | GATES FOUNDATION TRUST | $849.3M | 2.4M | —Held | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $760.3M | 2.1M | ▲+6.3% Added · +126K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $759.8M | 2.1M | ▼−1.1% Reduced · −23K sh | Q1 2026 | |
| 18 | Boston Partners | $704.0M | 2.0M | ▼−3.2% Reduced · −66K sh | Q1 2026 | |
| 19 | VIKING GLOBAL INVESTORS LP | $688.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $621.1M | 1.7M | ▼−8.5% Reduced · −162K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $586.6M | 1.6M | ▲+1.9% Added · +31K sh | Q1 2026 | |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $565.8M | 1.6M | ▼−29% Reduced · −645K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $529.7M | 1.5M | ▲+3.3% Added · +47K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $522.2M | 1.5M | ▲+6.0% Added · +83K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $520.5M | 1.5M | ▲+13% Added · +168K 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 30, 2026 | WALSH PAUL S | Director | Option exercise (M) | 5K | $695K |
| Jun 30, 2026 | WALSH PAUL S | Director | Sell (S) | 5K | $1.6M |
| Jun 30, 2026 | WALSH PAUL S | Director | Option exercise (M) | 5K | $0 |
| Jun 25, 2026 | MARTIN R BRAD | Executive Chairman, Director | Grant (A) | 9K | $0 |
| Jun 25, 2026 | EDMUNDS MARK A | Director | Grant (A) | 187 | $0 |
| Jun 25, 2026 | Talwar Vishal | EVP CDIO & PRESIDENT FDW | Grant (A) | 3K | $0 |
| Jun 25, 2026 | ADAMS GINA F. | EVP GENL COUNSEL/SECTY | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Ray Scott L | COO, U.S. & CANADA | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Russ Claude F | Interim CFO & Interim CAO | Grant (A) | 772 | $0 |
| Jun 25, 2026 | Smith Richard W | COO INTL - CEO Airline FEC, Director | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Subramaniam Rajesh | President/CEO, Director | Grant (A) | 11K | $0 |
| Jun 25, 2026 | Preet Kawal | EVP - Plng, Eng, & Transfmtn | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 519 funds | $320.5B |
| AMAZON.COM INCAMZN | 512 funds | $241.7B |
| APPLE INCAAPL | 510 funds | $335.6B |
| NVIDIA CORPNVDA | 509 funds | $433.6B |
| ALPHABET INC-CL AGOOGL | 506 funds | $214.8B |
| META PLATFORMS INC-CLASS AMETA | 506 funds | $132.3B |
| JPMORGAN CHASE & COJPM | 505 funds | $87.5B |
| VISA INC-CLASS A SHARESV | 502 funds | $75.4B |
| ELI LILLY & COLLY | 497 funds | $92.6B |
| COSTCO WHOLESALE CORPCOST | 496 funds | $49.3B |
| BROADCOM INCAVGO | 494 funds | $166.3B |
| ALPHABET INC-CL CGOOG | 492 funds | $137.0B |
Ranked by how many of FDX'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 FDX. 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.