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/ITRI/capital-change-brief"
Use Arkolith's capital_change_brief for ITRI. 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. | $640.8M | 7.1M | ▼−0.7% Reduced · −52K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $314.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 3 | Impax Asset Management Group plc | $196.6M | 2.2M | ▲+62% Added · +838K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $180.5M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $161.8M | 1.8M | ▲+2.2% Added · +39K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $137.7M | 1.5M | ▲+21% Added · +265K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $106.3M | 1.2M | ▲+3.6% Added · +41K sh | Q1 2026 | |
| 8 | Amundi | $96.0M | 1.1M | ▲+19% Added · +172K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $94.4M | 1.1M | ▲+4.2% Added · +43K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $86.9M | 969K | ▲+22% Added · +176K sh | Q1 2026 | |
| 11 | Robeco Schweiz AG | $85.3M | 952K | ▲+125% Added · +529K sh | Q1 2026 | |
| 12 | SOROS FUND MANAGEMENT LLC | $69.7M | 777K | ▲+107% Added · +402K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $68.8M | 768K | ▼−13% Reduced · −112K sh | Q1 2026 | |
| 14 | NORGES BANK | $64.0M | 689K | ▲+26% Added · +144K sh | Q4 2025 | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.4M | 673K | ▲+12% Added · +73K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.0M | 591K | ▲+1.7% Added · +10K sh | Q1 2026 | |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | $52.0M | 580K | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $51.1M | 571K | ▲+13% Added · +64K sh | Q1 2026 | |
| 19 | UBS Group AG | $49.8M | 556K | ▲+7.0% Added · +36K sh | Q1 2026 | |
| 20 | PRICE T ROWE ASSOCIATES INC /MD/ | $48.8M | 544K | ▼−10% Reduced · −63K sh | Q1 2026 | |
| 21 | Neuberger Berman Group LLC | $46.6M | 521K | ▲+46% Added · +163K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $45.7M | 510K | ▲+1.2% Added · +6K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $45.1M | 504K | ▼−0.1% Reduced · −625 sh | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $43.8M | 489K | ▲+101% Added · +246K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $43.6M | 487K | ▼−14% Reduced · −80K 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 1, 2026 | LEYDEN TIMOTHY M | Director | Grant (A) | 248 | $0 |
| Jul 1, 2026 | Mirchandani Sanjay | Director | Grant (A) | 621 | $0 |
| Jul 1, 2026 | Lande Jerome J. | Director | Grant (A) | 621 | $0 |
| Jul 1, 2026 | JAEHNERT FRANK M | Director | Grant (A) | 621 | $0 |
| Jul 1, 2026 | Drury Scott D. | Director | Grant (A) | 621 | $0 |
| Jul 1, 2026 | Savage Sheri | Director | Grant (A) | 621 | $0 |
| Jul 1, 2026 | Perez Santiago | Director | Grant (A) | 621 | $0 |
| Jun 3, 2026 | Marcolini John F. | SVP, Networked Solutions | Sell (S) | 11K | $946K |
| May 27, 2026 | Reeves Donald L. III | SVP, Outcomes | Sell (S) | 293 | $25K |
| May 26, 2026 | Deitrich Thomas | President & CEO, Director | Sell (S) | 862 | $73K |
| May 26, 2026 | Hooper Joan S | SVP & CFO | Sell (S) | 442 | $37K |
| May 26, 2026 | Marcolini John F. | SVP, Networked Solutions | Sell (S) | 322 | $27K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 142 funds | $73.7B |
| NVIDIA CORPNVDA | 139 funds | $98.0B |
| ALPHABET INC-CL AGOOGL | 139 funds | $47.5B |
| BROADCOM INCAVGO | 139 funds | $36.4B |
| ELI LILLY & COLLY | 139 funds | $19.2B |
| SERVICENOW INCNOW | 139 funds | $4.6B |
| AMAZON.COM INCAMZN | 138 funds | $50.7B |
| MASTERCARD INC - AMA | 138 funds | $12.5B |
| APPLE INCAAPL | 137 funds | $81.5B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $31.0B |
| MICRON TECHNOLOGY INCMU | 137 funds | $11.8B |
| BOSTON SCIENTIFIC CORPBSX | 137 funds | $4.4B |
Ranked by how many of ITRI'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 ITRI. 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.