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/FERG/capital-change-brief"
Use Arkolith's capital_change_brief for FERG. 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. | $2.7B | 11.6M | ▲+1.5% Added · +172K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 9.2M | ▲New +9.2M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | 8.8M | ▲New +8.8M sh | Q1 2026 | |
| 4 | FMR LLC | $1.8B | 7.8M | ▲+12% Added · +826K sh | Q1 2026 | |
| 5 | JANUS HENDERSON GROUP PLC | $1.4B | 6.1M | ▲+2.1% Added · +125K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $1.3B | 5.7M | ▼−6.3% Reduced · −386K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $1.1B | 4.6M | ▲+1.2% Added · +55K sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $990.8M | 4.2M | ▼−3.3% Reduced · −146K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $804.3M | 3.5M | ▲+2.2% Added · +75K sh | Q1 2026 | |
| 10 | Pictet Asset Management Holding SA | $668.8M | 2.9M | ▲+9.2% Added · +241K sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 2.7M | ▼−0.5% Reduced · −14K sh | Q1 2026 | |
| 12 | PARNASSUS INVESTMENTS, LLC | $608.6M | 2.6M | ▲+1.7% Added · +44K sh | Q1 2026 | |
| 13 | Soroban Capital Partners LP | $559.4M | 2.4M | ▼−19% Reduced · −580K sh | Q1 2026 | |
| 14 | NORGES BANK | $498.0M | 2.2M | ▲+23% Added · +421K sh | Q4 2025 | |
| 15 | BROWN ADVISORY INC | $509.3M | 2.2M | ▼−13% Reduced · −321K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $475.6M | 2.0M | ▼−4.5% Reduced · −96K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $475.5M | 2.0M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $438.8M | 1.9M | ▼−3.0% Reduced · −58K sh | Q1 2026 | |
| 19 | London & Capital Asset Management Ltd | $435.1M | 1.9M | ▲+5.1% Added · +90K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $434.1M | 1.9M | ▲+111% Added · +973K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $412.0M | 1.8M | ▲+3.7% Added · +63K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $408.5M | 1.8M | ▲+0.7% Added · +12K sh | Q1 2026 | |
| 23 | CANTILLON CAPITAL MANAGEMENT LLC | $408.0M | 1.7M | ▼−12% Reduced · −236K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $382.1M | 1.6M | ▼−3.8% Reduced · −64K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $339.7M | 1.5M | ▲+74% Added · +645K 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 9, 2026 | Baker Kelly A | Director | Grant (A) | 4 | $898 |
| Jul 9, 2026 | Halligan Catherine Ann | Director | Grant (A) | 7 | $2K |
| Jul 9, 2026 | METCALF JAMES S | Director | Grant (A) | 17 | $4K |
| Jul 9, 2026 | METCALF JAMES S | Director | Grant (A) | 7 | $2K |
| Jul 9, 2026 | Paisley James A. | See Remarks | Grant (A) | 3 | $641 |
| Jul 8, 2026 | Baker Kelly A | Director | Grant (A) | 1 | $324 |
| Jul 8, 2026 | Halligan Catherine Ann | Director | Grant (A) | 4 | $828 |
| May 28, 2026 | Stirrup Allison | Chief Human Resources Officer | Grant (A) | 136 | $18K |
| May 28, 2026 | Murphy Kevin Michael | See Remarks, Director | Grant (A) | 68 | $9K |
| May 28, 2026 | Schlicher Jake | Chief Strategy Officer | Grant (A) | 68 | $9K |
| May 28, 2026 | Thees William T. Jr | Chief Operating Officer | Grant (A) | 68 | $9K |
| May 28, 2026 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | Grant (A) | 68 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 335 funds | $221.8B |
| ALPHABET INC-CL AGOOGL | 332 funds | $184.1B |
| MICROSOFT CORPMSFT | 331 funds | $290.9B |
| NVIDIA CORPNVDA | 328 funds | $391.3B |
| ALPHABET INC-CL CGOOG | 327 funds | $130.3B |
| VISA INC-CLASS A SHARESV | 327 funds | $67.3B |
| META PLATFORMS INC-CLASS AMETA | 326 funds | $119.3B |
| APPLE INCAAPL | 323 funds | $295.6B |
| MASTERCARD INC - AMA | 317 funds | $58.7B |
| BROADCOM INCAVGO | 315 funds | $157.3B |
| JPMORGAN CHASE & COJPM | 313 funds | $69.7B |
| ELI LILLY & COLLY | 311 funds | $73.9B |
Ranked by how many of FERG'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 FERG. 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.