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/IFF/capital-change-brief"
Use Arkolith's capital_change_brief for IFF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $2.6B | 36.5M | ▲+0.2% Added · +72K sh | Q1 2026 | |
| 2 | Freemont Capital Pte Ltd | $1.8B | 25.4M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $1.6B | 22.7M | ▲+3.1% Added · +687K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 16.2M | ▲New +16.2M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $850.5M | 11.7M | ▲New +11.7M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $823.4M | 11.3M | ▲+1.8% Added · +196K sh | Q1 2026 | |
| 7 | First Eagle Investment Management, LLC | $675.8M | 9.3M | ▲+5.5% Added · +483K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $502.9M | 7.0M | ▲+2.7% Added · +185K sh | Q1 2026 | |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $450.3M | 6.2M | ▲+2.7% Added · +164K sh | Q1 2026 | |
| 10 | First Pacific Advisors, LP | $392.5M | 5.4M | ▲+1.6% Added · +84K sh | Q1 2026 | |
| 11 | ICAHN CARL C | $310.2M | 4.3M | —Held | Q1 2026 | |
| 12 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $277.2M | 3.8M | —Held | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $243.6M | 3.1M | ▼−3.0% Reduced · −96K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $211.4M | 2.9M | ▲+0.7% Added · +21K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $194.7M | 2.7M | ▲+43% Added · +812K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $187.0M | 2.6M | ▼−1.9% Reduced · −49K sh | Q1 2026 | |
| 17 | FIL Ltd | $170.5M | 2.3M | ▼−3.3% Reduced · −81K sh | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $163.2M | 2.3M | ▼−7.2% Reduced · −177K sh | Q1 2026 | |
| 19 | Eurizon Capital SGR S.p.A. | $155.0M | 2.1M | ▼−32% Reduced · −994K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $131.9M | 1.8M | ▲+3.3% Added · +59K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $131.2M | 1.8M | ▲+8.9% Added · +148K sh | Q1 2026 | |
| 22 | NORGES BANK | $113.3M | 1.7M | ▼−19% Reduced · −396K sh | Q4 2025 | |
| 23 | Bank of New York Mellon Corp | $116.0M | 1.6M | ▲+0.7% Added · +11K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $111.0M | 1.5M | ▼−12% Reduced · −211K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $110.7M | 1.5M | ▲34× Added · +1.5M 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 1, 2026 | FRIBOURG PAUL J | Director | Buy (P) | 14K | $1.0M |
| Jun 1, 2026 | FRIBOURG PAUL J | Director | Buy (P) | 260K | $19.3M |
| May 4, 2026 | Teles de Mendonca Ana Paula | President, Scent | Option exercise (M) | 708 | $0 |
| May 4, 2026 | Teles de Mendonca Ana Paula | President, Scent | Tax withholding (F) | 362 | $25K |
| May 4, 2026 | Teles de Mendonca Ana Paula | President, Scent | Option exercise (M) | 708 | $50K |
| May 4, 2026 | Finzel Ralf | EVP, Global Operations Officer | Option exercise (M) | 1K | $0 |
| May 4, 2026 | Finzel Ralf | EVP, Global Operations Officer | Tax withholding (F) | 734 | $51K |
| May 4, 2026 | Finzel Ralf | EVP, Global Operations Officer | Option exercise (M) | 1K | $93K |
| May 4, 2026 | DeVeau Michael | EVP, CFO | Option exercise (M) | 884 | $0 |
| May 4, 2026 | DeVeau Michael | EVP, CFO | Tax withholding (F) | 452 | $32K |
| May 4, 2026 | DeVeau Michael | EVP, CFO | Option exercise (M) | 884 | $62K |
| May 4, 2026 | Borg Deborah | EVP, Chief Ppl&Culture Officer | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 231 funds | $259.7B |
| JPMORGAN CHASE & COJPM | 229 funds | $61.8B |
| ALPHABET INC-CL AGOOGL | 228 funds | $160.1B |
| AMAZON.COM INCAMZN | 227 funds | $192.4B |
| NVIDIA CORPNVDA | 225 funds | $357.6B |
| APPLE INCAAPL | 225 funds | $269.6B |
| META PLATFORMS INC-CLASS AMETA | 225 funds | $107.4B |
| HOME DEPOT INCHD | 224 funds | $26.8B |
| BROADCOM INCAVGO | 223 funds | $138.9B |
| JOHNSON & JOHNSONJNJ | 223 funds | $50.9B |
| CISCO SYSTEMS INCCSCO | 223 funds | $31.1B |
| MERCK & CO. INC.MRK | 223 funds | $28.2B |
Ranked by how many of IFF'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 IFF. 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.