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/IMKTA/capital-change-brief"
Use Arkolith's capital_change_brief for IMKTA. 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. | $114.7M | 1.3M | ▲+1.7% Added · +22K sh | Q1 2026 | |
| 2 | BRANDES INVESTMENT PARTNERS, LP | $112.6M | 1.3M | ▲+3.8% Added · +46K sh | Q1 2026 | |
| 3 | River Road Asset Management, LLC | $86.0M | 956K | ▼−5.0% Reduced · −51K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $82.4M | 916K | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $57.6M | 641K | ▲+12% Added · +68K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $56.0M | 623K | ▲New +623K sh | Q1 2026 | |
| 7 | GAMCO INVESTORS, INC. ET AL | $51.6M | 574K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $49.4M | 550K | ▲New +550K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $41.6M | 463K | ▲+13% Added · +52K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.4M | 416K | ▼−14% Reduced · −66K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $35.7M | 397K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 12 | GABELLI FUNDS LLC | $32.5M | 362K | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 13 | Allianz Asset Management GmbH | $21.5M | 239K | ▲+14% Added · +30K sh | Q1 2026 | |
| 14 | GATE CITY CAPITAL MANAGEMENT, LLC | $19.9M | 221K | ▲+6.7% Added · +14K sh | Q1 2026 | |
| 15 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $18.8M | 209K | ▼−3.4% Reduced · −7K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $17.8M | 198K | ▲+9.0% Added · +16K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $17.5M | 195K | ▲+7.1% Added · +13K sh | Q1 2026 | |
| 18 | Wallace Capital Management Inc. | $17.3M | 192K | ▲+32% Added · +47K sh | Q1 2026 | |
| 19 | JANUS HENDERSON GROUP PLC | $17.1M | 190K | —Held | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11.9M | 132K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $11.8M | 131K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 22 | UBS Group AG | $10.6M | 118K | ▲+77% Added · +51K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $10.0M | 112K | ▲New +112K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $9.2M | 102K | ▲+264% Added · +74K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $8.8M | 98K | ▲+1.3% Added · +1K 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 |
|---|---|---|---|---|---|
| May 20, 2026 | Jacobs Dwight L. | Director | Buy (P) | 500 | $44K |
| Jun 27, 2024 | Ingle Sharp Laura | Director | Sell (S) | 6K | $401K |
| Jun 24, 2024 | Ingle Sharp Laura | Director | Sell (S) | 5K | $338K |
| Jun 11, 2024 | Ingle Sharp Laura | Director | Sell (S) | 4K | $282K |
| Jun 10, 2024 | Ingle Sharp Laura | Director | Sell (S) | 6K | $422K |
| Mar 28, 2024 | Ingle Sharp Laura | Director | Sell (S) | 4K | $305K |
| Mar 25, 2024 | Ingle Sharp Laura | Director | Sell (S) | 2K | $152K |
| Mar 21, 2024 | Ingle Sharp Laura | Director | Sell (S) | 2K | $152K |
| Mar 20, 2024 | Ingle Sharp Laura | Director | Sell (S) | 2K | $150K |
| Mar 4, 2024 | Ingle Sharp Laura | Director | Sell (S) | 4K | $310K |
| Feb 29, 2024 | Ingle Sharp Laura | Director | Sell (S) | 3K | $231K |
| Feb 27, 2024 | Ingle Sharp Laura | Director | Sell (S) | 5K | $385K |
| Company | Co-held by | Combined value |
|---|---|---|
| VALERO ENERGY CORPVLO | 65 funds | $1.6B |
| MICROSOFT CORPMSFT | 64 funds | $26.7B |
| JPMORGAN CHASE & COJPM | 64 funds | $9.6B |
| LAM RESEARCH CORPLRCX | 64 funds | $3.7B |
| UNITEDHEALTH GROUP INCUNH | 64 funds | $3.1B |
| APPLE INCAAPL | 63 funds | $32.1B |
| ALPHABET INC-CL AGOOGL | 63 funds | $17.8B |
| BROADCOM INCAVGO | 63 funds | $14.9B |
| ELI LILLY & COLLY | 63 funds | $7.5B |
| MICRON TECHNOLOGY INCMU | 63 funds | $6.8B |
| MASTERCARD INC - AMA | 63 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $4.7B |
Ranked by how many of IMKTA'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 IMKTA. 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.