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/HEI/capital-change-brief"
Use Arkolith's capital_change_brief for HEI. 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. | $1.1B | 4.1M | ▲+4.7% Added · +186K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $612.9M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $476.7M | 1.7M | ▲+12% Added · +184K sh | Q1 2026 | |
| 4 | FMR LLC | $418.1M | 1.5M | ▲+534% Added · +1.3M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $365.5M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $280.8M | 1.0M | ▼−3.2% Reduced · −34K sh | Q1 2026 | |
| 7 | UBS Group AG | $246.6M | 899K | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $219.7M | 801K | ▲+51% Added · +270K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $216.1M | 790K | ▲+3.3% Added · +25K sh | Q1 2026 | |
| 10 | Nuveen, LLC | $206.1M | 752K | ▲+5.3% Added · +38K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $200.6M | 732K | ▼−6.2% Reduced · −48K sh | Q1 2026 | |
| 12 | FEDERATED HERMES, INC. | $167.2M | 610K | ▲+5.6% Added · +32K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $153.9M | 561K | ▲+3.6% Added · +20K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $152.4M | 556K | ▼−9.5% Reduced · −58K sh | Q1 2026 | |
| 15 | VOYA INVESTMENT MANAGEMENT LLC | $128.9M | 470K | ▲+13% Added · +54K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $101.3M | 369K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 17 | RIVERBRIDGE PARTNERS LLC | $128.7M | 361K | ▼−11% Reduced · −45K sh | Q2 2026 | |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | $94.9M | 346K | ▲+2.6% Added · +9K sh | Q1 2026 | |
| 19 | BLAIR WILLIAM & CO/IL | $92.4M | 337K | ▲+46% Added · +106K sh | Q1 2026 | |
| 20 | Fisher Asset Management, LLC | $91.7M | 335K | ▲+2.5% Added · +8K sh | Q1 2026 | |
| 21 | EULAV Asset Management | $88.5M | 323K | ▼−3.3% Reduced · −11K sh | Q1 2026 | |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $85.3M | 311K | ▲+33% Added · +77K sh | Q1 2026 | |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $80.8M | 295K | ▼−18% Reduced · −63K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $78.9M | 288K | ▲New +288K sh | Q1 2026 | |
| 25 | HARDING LOEVNER LP | $78.9M | 288K | ▲+1.1% Added · +3K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 259 funds | $375.8B |
| MICROSOFT CORPMSFT | 258 funds | $263.0B |
| AMAZON.COM INCAMZN | 258 funds | $200.4B |
| META PLATFORMS INC-CLASS AMETA | 255 funds | $111.4B |
| APPLE INCAAPL | 254 funds | $282.2B |
| BROADCOM INCAVGO | 254 funds | $147.5B |
| ALPHABET INC-CL AGOOGL | 251 funds | $172.0B |
| VISA INC-CLASS A SHARESV | 250 funds | $57.5B |
| COSTCO WHOLESALE CORPCOST | 249 funds | $43.9B |
| ELI LILLY & COLLY | 246 funds | $76.1B |
| MASTERCARD INC - AMA | 246 funds | $51.6B |
| ALPHABET INC-CL CGOOG | 244 funds | $119.0B |
Ranked by how many of HEI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HEI. 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.