| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | $93.3M | 25.8M | ▲+589% Added · +22.1M sh | Q1 2026 | |
| 2 | DONALD SMITH & CO., INC. | $87.1M | 24.1M | ▼−0.3% Reduced · −71K sh | Q1 2026 | |
| 3 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $68.8M | 19.1M | —Held | Q1 2026 | |
| 4 | Aquamarine Financial (Cayman) Ltd | $60.4M | 16.7M | ▼−14% Reduced · −2.8M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $47.7M | 13.2M | ▲115× Added · +13.1M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $42.8M | 11.9M | ▼−1.5% Reduced · −184K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $39.7M | 11.0M | ▲+319% Added · +8.4M sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $39.5M | 10.9M | ▲+76% Added · +4.7M sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $39.2M | 10.9M | ▲+54% Added · +3.8M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $31.5M | 8.7M | ▲+440% Added · +7.1M sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $28.6M | 7.9M | ▲+534% Added · +6.7M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $27.1M | 7.5M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 13 | CAUSEWAY CAPITAL MANAGEMENT LLC | $24.7M | 6.8M | ▼−5.8% Reduced · −418K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $24.0M | 6.6M | ▲+23% Added · +1.2M sh | Q1 2026 | |
| 15 | Itau Unibanco Holding S.A. | $22.2M | 6.2M | ▼−29% Reduced · −2.5M sh | Q1 2026 | |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $18.9M | 5.2M | ▲+293% Added · +3.9M sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | $14.7M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 18 | STATE STREET CORP | $13.4M | 3.7M | ▲+4.8% Added · +169K sh | Q1 2026 | |
| 19 | Engineers Gate Manager LP | $11.3M | 3.1M | ▲65× Added · +3.1M sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $10.0M | 2.8M | ▼−21% Reduced · −733K sh | Q1 2026 | |
| 21 | FIL Ltd | $9.7M | 2.7M | ▲+5.8% Added · +147K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $9.3M | 2.7M | ▲+209% Added · +1.8M sh | Q1 2026 | |
| 23 | UBS Group AG | $8.1M | 2.2M | ▼−26% Reduced · −800K sh | Q1 2026 | |
| 24 | BNP Paribas Asset Management Holding S.A. | $7.5M | 2.1M | ▲+104% Added · +1.1M sh | Q1 2026 | |
| 25 | VANGUARD CAPITAL MANAGEMENT LLC | $7.3M | 2.0M | ▲New +2.0M 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICRON TECHNOLOGY INCMU | 65 funds | $6.1B |
| MICROSOFT CORPMSFT | 64 funds | $28.1B |
| AMAZON.COM INCAMZN | 64 funds | $22.3B |
| BROADCOM INCAVGO | 64 funds | $15.7B |
| ELI LILLY & COLLY | 64 funds | $7.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 64 funds | $6.6B |
| COSTCO WHOLESALE CORPCOST | 64 funds | $5.1B |
| MASTERCARD INC - AMA | 64 funds | $4.9B |
| LAM RESEARCH CORPLRCX | 64 funds | $4.8B |
| ADVANCED MICRO DEVICESAMD | 64 funds | $3.8B |
| BANK OF AMERICA CORPBAC | 64 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 63 funds | $19.1B |
Ranked by how many of GGB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Da Cunha Gustavo Werneck | CEO and Board Member | Buy (P) | 165K | $782K |
| Jun 2, 2026 | Metz Mauricio | Insider | Sell (S) | 7K | $34K |
| Jun 2, 2026 | Wang Chia Yuan | Insider | Sell (S) | 31K | $139K |
| May 26, 2026 | Metz Mauricio | Insider | Sell (S) | 5K | $24K |
| May 22, 2026 | Japur Rafael Dorneles | Insider | Sell (S) | 5K | $24K |
| May 19, 2026 | Peres Cesar Obino da Rosa | Officer | Sell (S) | 8K | $37K |
| May 13, 2026 | Metz Mauricio | Insider | Sell (S) | 5K | $24K |
| May 8, 2026 | Da Cunha Gustavo Werneck | CEO and Board Member | Sell (S) | 433K | $2.1M |
| May 5, 2026 | Wang Chia Yuan | Insider | Sell (S) | 40K | $190K |
| May 5, 2026 | Metz Mauricio | Insider | Sell (S) | 2K | $9K |
| Apr 30, 2026 | Wang Chia Yuan | Insider | Sell (S) | 20K | $91K |
| Apr 28, 2026 | Uhlein Clemir | Insider | Sell (S) | 38K | $173K |
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/GGB/capital-change-brief"
Use Arkolith's capital_change_brief for GGB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GGB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.