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/IRM/capital-change-brief"
Use Arkolith's capital_change_brief for IRM. 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. | $3.4B | 33.0M | ▲+0.3% Added · +102K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 25.0M | ▲New +25.0M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 18.8M | ▲New +18.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.8B | 17.6M | ▲+3.9% Added · +663K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $863.7M | 8.5M | ▲+2.3% Added · +193K sh | Q1 2026 | |
| 6 | FMR LLC | $764.5M | 7.5M | ▼−6.3% Reduced · −500K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $475.2M | 4.7M | ▲+29% Added · +1.1M sh | Q1 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $466.4M | 4.6M | ▲+8.5% Added · +358K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $464.9M | 4.6M | ▲+2.8% Added · +123K sh | Q1 2026 | |
| 10 | NORGES BANK | $368.9M | 4.4M | ▲+8.7% Added · +358K sh | Q4 2025 | |
| 11 | NORTHERN TRUST CORP | $423.9M | 4.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $409.9M | 4.0M | ▲+3.4% Added · +133K sh | Q1 2026 | |
| 13 | Legal & General Group Plc | $320.2M | 3.1M | ▼−6.6% Reduced · −221K sh | Q1 2026 | |
| 14 | Daiwa Securities Group Inc. | $317.4M | 3.1M | ▼−15% Reduced · −547K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $315.8M | 3.1M | ▲+22% Added · +550K sh | Q1 2026 | |
| 16 | PRUDENTIAL FINANCIAL INC | $246.8M | 2.4M | ▲+4.6% Added · +106K sh | Q1 2026 | |
| 17 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $235.9M | 2.3M | ▼−12% Reduced · −321K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $226.4M | 2.2M | ▲+45% Added · +691K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $207.2M | 2.1M | ▲+10% Added · +195K sh | Q1 2026 | |
| 20 | Vontobel Holding Ltd. | $216.2M | 2.1M | ▲+25% Added · +428K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $211.3M | 2.1M | ▼−2.8% Reduced · −60K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $189.1M | 1.9M | ▲+6.1% Added · +107K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $183.1M | 1.8M | ▲+100% Added · +923K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $168.8M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $166.0M | 1.6M | ▼−3.6% Reduced · −61K 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 6, 2026 | Simons Doyle | Director | Grant (A) | 339 | $40K |
| Jul 6, 2026 | Samuels Theodore R. II | Director | Grant (A) | 99 | $12K |
| Jul 2, 2026 | Samuels Theodore R. II | Director | Grant (A) | 311 | $36K |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Option exercise (M) | 38K | $1.4M |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Sell (S) | 18K | $2.1M |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Sell (S) | 10K | $1.2M |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Sell (S) | 7K | $888K |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Sell (S) | 2K | $200K |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Sell (S) | 3K | $318K |
| Jul 1, 2026 | Meaney William L | President and CEO, Director | Option exercise (M) | 38K | — |
| Jul 1, 2026 | Kidd Mark | EVP, GM Data Centers & ALM | Sell (S) | 6K | $754K |
| Jun 1, 2026 | Meaney William L | President and CEO, Director | Option exercise (M) | 38K | $1.4M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 339 funds | $378.2B |
| APPLE INCAAPL | 337 funds | $291.9B |
| MICROSOFT CORPMSFT | 337 funds | $261.7B |
| META PLATFORMS INC-CLASS AMETA | 337 funds | $113.4B |
| ALPHABET INC-CL AGOOGL | 336 funds | $170.5B |
| AMAZON.COM INCAMZN | 335 funds | $195.3B |
| BROADCOM INCAVGO | 332 funds | $142.2B |
| VISA INC-CLASS A SHARESV | 332 funds | $59.7B |
| COSTCO WHOLESALE CORPCOST | 332 funds | $42.5B |
| ELI LILLY & COLLY | 330 funds | $73.4B |
| JPMORGAN CHASE & COJPM | 330 funds | $69.9B |
| ALPHABET INC-CL CGOOG | 327 funds | $117.0B |
Ranked by how many of IRM'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 IRM. 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.