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/IRDM/capital-change-brief"
Use Arkolith's capital_change_brief for IRDM. 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. | $386.7M | 13.9M | ▲+0.3% Added · +48K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $169.0M | 6.1M | ▲New +6.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $140.1M | 5.1M | ▲+6.0% Added · +288K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $114.0M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $96.3M | 3.5M | ▲+13% Added · +391K sh | Q1 2026 | |
| 6 | Gotham Asset Management, LLC | $93.0M | 3.4M | ▲+45% Added · +1.0M sh | Q1 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $80.9M | 2.9M | ▲+509% Added · +2.4M sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $59.9M | 2.2M | ▲+3.1% Added · +66K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $55.7M | 2.0M | ▲+5.2% Added · +99K sh | Q1 2026 | |
| 10 | Man Group plc | $52.9M | 1.9M | ▲+3.0% Added · +56K sh | Q1 2026 | |
| 11 | ARK Investment Management LLC | $47.9M | 1.7M | ▼−39% Reduced · −1.1M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $43.9M | 1.6M | ▼−12% Reduced · −212K sh | Q1 2026 | |
| 13 | VAN ECK ASSOCIATES CORP | Withheld | 1.5M | ▲+25% Added · +300K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.9M | 1.4M | ▲+13% Added · +160K sh | Q1 2026 | |
| 15 | UBS Group AG | $35.6M | 1.3M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | $34.4M | 1.3M | ▲+34% Added · +328K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $31.9M | 1.2M | ▼−2.0% Reduced · −23K sh | Q1 2026 | |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $30.5M | 1.1M | ▼−4.7% Reduced · −54K sh | Q1 2026 | |
| 19 | BARCLAYS PLC | $27.6M | 994K | ▲+1.3% Added · +13K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $25.8M | 928K | ▼−60% Reduced · −1.4M sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $24.0M | 863K | ▼−11% Reduced · −111K sh | Q1 2026 | |
| 22 | Sumitomo Mitsui Trust Group, Inc. | $22.0M | 792K | ▼−32% Reduced · −378K sh | Q1 2026 | |
| 23 | Amova Asset Management Americas, Inc. | $20.4M | 737K | ▼−34% Reduced · −381K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $19.0M | 708K | ▲+30% Added · +162K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $17.7M | 637K | ▲New +637K 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 |
|---|---|---|---|---|---|
| Jul 10, 2026 | Thoma Donald Lee | EVP, Aireon | Grant (A) | 42K | $0 |
| Jun 30, 2026 | Sears Kay | Director | Grant (A) | 30 | $0 |
| Jun 30, 2026 | Olson Eric T | Director | Grant (A) | 385 | $0 |
| Jun 30, 2026 | NIEHAUS ROBERT H | Director | Grant (A) | 378 | $0 |
| Jun 30, 2026 | FITZPATRICK THOMAS | Director | Grant (A) | 49 | $0 |
| Jun 30, 2026 | FRAZIER LEON ANTHONY | Director | Grant (A) | 93 | $0 |
| Jun 30, 2026 | Canfield Thomas C | Director | Grant (A) | 639 | $0 |
| Jun 30, 2026 | Alterman Louis M | Director | Grant (A) | 38 | $0 |
| Jun 30, 2026 | Shivanandan Monique S. | Director | Grant (A) | 44 | $0 |
| Jun 30, 2026 | YEANEY JACQUELINE E | Director | Grant (A) | 30 | $0 |
| Jun 1, 2026 | McBride Suzanne E. | Chief Operations Officer, Director | Tax withholding (F) | 4K | $188K |
| Jun 1, 2026 | O'Neill Vincent James | Chief Financial Officer | Tax withholding (F) | 1K | $76K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 113 funds | $47.0B |
| AMAZON.COM INCAMZN | 111 funds | $37.5B |
| ELI LILLY & COLLY | 111 funds | $12.5B |
| PALANTIR TECHNOLOGIES INC-APLTR | 111 funds | $6.9B |
| NVIDIA CORPNVDA | 110 funds | $67.6B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $21.7B |
| TESLA INCTSLA | 110 funds | $16.5B |
| MICRON TECHNOLOGY INCMU | 110 funds | $9.5B |
| MASTERCARD INC - AMA | 110 funds | $9.3B |
| COSTCO WHOLESALE CORPCOST | 110 funds | $8.6B |
| SERVICENOW INCNOW | 110 funds | $3.4B |
| HONEYWELL INTERNATIONAL INCHON | 110 funds | $3.1B |
Ranked by how many of IRDM'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 IRDM. 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.