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/IP/capital-change-brief"
Use Arkolith's capital_change_brief for IP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.8B | 49.2M | ▼−22% Reduced · −13.8M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.7B | 46.2M | ▲+8.0% Added · +3.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 34.3M | ▲New +34.3M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.1B | 30.8M | ▲+2.7% Added · +801K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $892.5M | 25.0M | ▲New +25.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $492.9M | 13.9M | ▲+2.1% Added · +281K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $485.6M | 13.6M | ▲+66% Added · +5.4M sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $406.1M | 11.4M | ▼−23% Reduced · −3.5M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $252.2M | 7.1M | ▲+14% Added · +857K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $246.3M | 6.9M | ▼−11% Reduced · −884K sh | Q1 2026 | |
| 11 | NORGES BANK | $250.1M | 6.3M | ▲+5.5% Added · +333K sh | Q4 2025 | |
| 12 | JPMORGAN CHASE & CO | $163.5M | 4.7M | ▼−33% Reduced · −2.3M sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $163.7M | 4.6M | ▼−0.8% Reduced · −39K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $150.0M | 4.2M | ▲+7.3% Added · +288K sh | Q1 2026 | |
| 15 | Hill City Capital, LP | $149.9M | 4.2M | ▲+73% Added · +1.8M sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $140.7M | 3.9M | ▲+4.7% Added · +176K sh | Q1 2026 | |
| 17 | Slate Path Capital LP | $120.7M | 3.4M | ▲+31% Added · +803K sh | Q1 2026 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $119.6M | 3.3M | ▼−8.0% Reduced · −286K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $115.3M | 3.2M | ▼−9.9% Reduced · −353K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $106.1M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $104.7M | 2.9M | ▲+3.5% Added · +99K sh | Q1 2026 | |
| 22 | Legal & General Group Plc | $95.8M | 2.7M | ▼−1.3% Reduced · −36K sh | Q1 2026 | |
| 23 | UBS Group AG | $94.0M | 2.6M | ▼−9.0% Reduced · −261K sh | Q1 2026 | |
| 24 | M&G Plc | $90.2M | 2.6M | ▼−16% Reduced · −492K sh | Q1 2026 | |
| 25 | T. Rowe Price Investment Management, Inc. | Withheld | 2.5M | ▼−40% Reduced · −1.7M 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 12, 2026 | ROBBIE DAVID A. | Director | Tax withholding (F) | 1K | $40K |
| May 12, 2026 | ROBBIE DAVID A. | Director | Grant (A) | 5K | $0 |
| May 12, 2026 | SULLIVAN KATHRYN D | Director | Grant (A) | 8K | $0 |
| May 12, 2026 | Vincent Anton V. | Director | Grant (A) | 10K | $0 |
| May 12, 2026 | Tozier Scott | Director | Grant (A) | 5K | $0 |
| May 12, 2026 | Lewis Clinton A. Jr. | Director | Grant (A) | 11K | $0 |
| May 12, 2026 | Hinman Jacqueline C. | Director | Grant (A) | 5K | $0 |
| May 12, 2026 | GUSTAFSSON ANDERS | Director | Grant (A) | 11K | $0 |
| May 12, 2026 | Connor Christopher M | Director | Grant (A) | 11K | $0 |
| May 12, 2026 | Beggs Jamie A. | Director | Grant (A) | 11K | $0 |
| May 12, 2026 | Dorduncu Ahmet C | Director | Grant (A) | 5K | $0 |
| May 12, 2026 | Dorduncu Ahmet C | Director | Tax withholding (F) | 1K | $39K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 253 funds | $355.9B |
| MICROSOFT CORPMSFT | 253 funds | $252.0B |
| AMAZON.COM INCAMZN | 253 funds | $184.5B |
| META PLATFORMS INC-CLASS AMETA | 253 funds | $106.2B |
| APPLE INCAAPL | 252 funds | $273.5B |
| JPMORGAN CHASE & COJPM | 251 funds | $65.7B |
| VISA INC-CLASS A SHARESV | 251 funds | $54.1B |
| ALPHABET INC-CL AGOOGL | 250 funds | $158.0B |
| ALPHABET INC-CL CGOOG | 250 funds | $108.8B |
| ELI LILLY & COLLY | 249 funds | $68.5B |
| BROADCOM INCAVGO | 248 funds | $138.1B |
| HOME DEPOT INCHD | 248 funds | $27.4B |
Ranked by how many of IP'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 IP. 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.