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/FHI/capital-change-brief"
Use Arkolith's capital_change_brief for FHI. 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. | $336.0M | 5.9M | ▲+4.7% Added · +268K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $261.1M | 4.6M | ▲New +4.6M sh | Q1 2026 | |
| 3 | FMR LLC | $260.0M | 4.6M | ▼−7.5% Reduced · −372K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $183.2M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 5 | Schneider Downs Wealth Management Advisors, LP | $154.7M | 2.7M | ▲+2.4% Added · +65K sh | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $150.2M | 2.6M | ▼−5.0% Reduced · −138K sh | Q1 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $146.2M | 2.6M | ▼−15% Reduced · −453K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $142.0M | 2.5M | ▼−17% Reduced · −528K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $127.5M | 2.2M | ▼−2.6% Reduced · −61K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $102.3M | 1.8M | ▲+0.2% Added · +4K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $92.2M | 1.6M | ▲+15% Added · +215K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | $84.0M | 1.5M | ▲+27% Added · +319K sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $73.0M | 1.3M | ▼−7.7% Reduced · −108K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $46.2M | 814K | ▼−4.0% Reduced · −34K sh | Q1 2026 | |
| 15 | Woodline Partners LP | $43.0M | 758K | ▲+148% Added · +452K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $42.1M | 743K | ▼−10% Reduced · −83K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $37.1M | 654K | ▼−3.6% Reduced · −25K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $35.0M | 617K | ▲+5.6% Added · +33K sh | Q1 2026 | |
| 19 | SPROTT INC. | $29.1M | 514K | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $29.1M | 513K | ▼−30% Reduced · −218K sh | Q1 2026 | |
| 21 | ALLIANCEBERNSTEIN L.P. | $26.7M | 513K | ▼−5.5% Reduced · −30K sh | Q1 2026 | |
| 22 | Man Group plc | $28.3M | 499K | ▼−3.3% Reduced · −17K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $27.5M | 486K | ▲+6.2% Added · +28K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $27.1M | 478K | ▼−2.0% Reduced · −10K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $26.6M | 469K | ▲+0.8% Added · +4K 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 23, 2026 | Van Meter Stephen | VP, Chief Compliance Officer | Sell (S) | 2K | $100K |
| Jun 16, 2026 | Uhlman Paul A | Vice President | Sell (S) | 6K | $361K |
| Jun 8, 2026 | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | Sell (S) | 9K | $513K |
| May 26, 2026 | Germain Peter J | EVP, CLO & Sec. | Sell (S) | 409 | $23K |
| May 26, 2026 | Uhlman Paul A | Vice President | Sell (S) | 1K | $56K |
| May 18, 2026 | DONAHUE THOMAS R | VP, CFO & Treasurer, Director | Gift (G) | 31K | $0 |
| May 15, 2026 | Germain Peter J | EVP, CLO & Sec. | Sell (S) | 5K | $271K |
| May 7, 2026 | Burke Bryan M | Vice President | Sell (S) | 4K | $217K |
| May 4, 2026 | Burke Bryan M | Vice President | Grant (A) | 35K | $0 |
| May 4, 2026 | Uhlman Paul A | Vice President | Grant (A) | 40K | $0 |
| May 1, 2026 | BARTOLACCI JOSEPH C | Director | Grant (A) | 2K | $0 |
| May 1, 2026 | Jones Marie Milie | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 118 funds | $47.8B |
| AMAZON.COM INCAMZN | 116 funds | $34.7B |
| ALPHABET INC-CL AGOOGL | 116 funds | $33.1B |
| COSTCO WHOLESALE CORPCOST | 116 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 115 funds | $22.9B |
| CHEVRON CORPCVX | 115 funds | $6.3B |
| NVIDIA CORPNVDA | 114 funds | $66.6B |
| APPLE INCAAPL | 114 funds | $55.9B |
| BROADCOM INCAVGO | 114 funds | $25.3B |
| JPMORGAN CHASE & COJPM | 114 funds | $14.8B |
| ELI LILLY & COLLY | 114 funds | $12.3B |
| EXXON MOBIL CORPXOM | 113 funds | $8.7B |
Ranked by how many of FHI'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 FHI. 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.