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/HE/capital-change-brief"
Use Arkolith's capital_change_brief for HE. 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. | $382.1M | 25.7M | ▼−8.5% Reduced · −2.4M sh | Q1 2026 | |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | $321.1M | 21.6M | ▲+12% Added · +2.2M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.3M | 10.3M | ▲New +10.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $110.6M | 7.5M | ▲New +7.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $101.2M | 6.8M | ▼−2.7% Reduced · −189K sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 6.2M | ▼−7.3% Reduced · −487K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $60.7M | 4.1M | ▼−0.9% Reduced · −38K sh | Q1 2026 | |
| 8 | Quantinno Capital Management LP | $52.1M | 3.5M | ▲+8.3% Added · +271K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.6M | 3.3M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $40.6M | 2.7M | ▲+112% Added · +1.4M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $39.4M | 2.7M | ▼−26% Reduced · −946K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $38.0M | 2.6M | ▲+16% Added · +352K sh | Q1 2026 | |
| 13 | 12 West Capital Management LP | $26.7M | 1.8M | ▼−2.7% Reduced · −50K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $24.1M | 1.6M | ▲+4.9% Added · +76K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $22.5M | 1.5M | ▼−5.0% Reduced · −79K sh | Q1 2026 | |
| 16 | PRINCIPAL FINANCIAL GROUP INC | $19.1M | 1.3M | ▲+57% Added · +467K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $17.0M | 1.1M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $16.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.4M | 1.1M | ▲+66% Added · +438K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $16.1M | 1.1M | ▼−3.6% Reduced · −40K sh | Q1 2026 | |
| 21 | UBS Group AG | $14.9M | 1.0M | ▼−67% Reduced · −2.0M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $14.8M | 1.0M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 23 | CONGRESS ASSET MANAGEMENT CO | $14.7M | 989K | ▲+27% Added · +212K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $12.2M | 824K | ▲+67% Added · +330K sh | Q1 2026 | |
| 25 | RENAISSANCE TECHNOLOGIES LLC | $9.8M | 663K | ▲+20% Added · +113K 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 | Connors Celeste Anne | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | KIPP MARY E | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | JOHNS TIMOTHY E | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | Aquilino John C | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | SCILACCI W JAMES | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | KANE MICAH A. | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | Flores Elisia | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | FOWLER PEGGY Y | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | Ajello James A | Director | Grant (A) | 9K | $0 |
| Jun 30, 2026 | Taniguchi Toby B. | Director | Grant (A) | 9K | $0 |
| Feb 20, 2026 | KIMURA SHELEE M.T. | Pres & CEO, Hawn Electric Co. | Tax withholding (F) | 1K | $20K |
| Feb 20, 2026 | SEU SCOTT W.H. | President & CEO, Director | Tax withholding (F) | 2K | $25K |
| Company | Co-held by | Combined value |
|---|---|---|
| CATERPILLAR INCCAT | 111 funds | $4.6B |
| APPLE INCAAPL | 110 funds | $50.4B |
| MICROSOFT CORPMSFT | 110 funds | $41.5B |
| AMAZON.COM INCAMZN | 110 funds | $34.0B |
| BROADCOM INCAVGO | 110 funds | $21.9B |
| ELI LILLY & COLLY | 110 funds | $10.7B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $19.2B |
| TESLA INCTSLA | 109 funds | $13.8B |
| MASTERCARD INC - AMA | 109 funds | $7.4B |
| COSTCO WHOLESALE CORPCOST | 109 funds | $7.2B |
| BANK OF AMERICA CORPBAC | 109 funds | $4.5B |
| CAPITAL ONE FINANCIAL CORPCOF | 109 funds | $1.9B |
Ranked by how many of HE'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 HE. 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.