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/KWR/capital-change-brief"
Use Arkolith's capital_change_brief for KWR. 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. | $251.5M | 2.0M | ▲+0.2% Added · +5K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $115.5M | 929K | ▲New +929K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $93.3M | 751K | ▲+5.4% Added · +38K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $77.5M | 624K | ▲New +624K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $76.3M | 614K | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $67.4M | 543K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $48.3M | 388K | ▼−17% Reduced · −82K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $45.2M | 363K | ▼−31% Reduced · −160K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $41.8M | 336K | ▲+3.3% Added · +11K sh | Q1 2026 | |
| 10 | Allspring Global Investments Holdings, LLC | $40.4M | 326K | ▼−5.2% Reduced · −18K sh | Q1 2026 | |
| 11 | VICTORY CAPITAL MANAGEMENT INC | $39.2M | 316K | ▼−2.9% Reduced · −10K sh | Q1 2026 | |
| 12 | DEPRINCE RACE & ZOLLO INC | $34.0M | 274K | ▼−1.7% Reduced · −5K sh | Q1 2026 | |
| 13 | Copeland Capital Management, LLC | $32.9M | 265K | ▼−14% Reduced · −43K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $27.8M | 224K | ▲+25% Added · +45K sh | Q1 2026 | |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27.5M | 221K | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.2M | 211K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 17 | JANUS HENDERSON GROUP PLC | $24.8M | 199K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $24.3M | 196K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | $23.4M | 188K | ▲New +188K sh | Q1 2026 | |
| 20 | Global Alpha Capital Management Ltd. | $21.1M | 170K | ▲+10% Added · +16K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $20.5M | 165K | ▼−24% Reduced · −52K sh | Q1 2026 | |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | $19.6M | 158K | ▲+35% Added · +41K sh | Q1 2026 | |
| 23 | MetLife Investment Management, LLC | $18.6M | 149K | ▲+7.3% Added · +10K sh | Q1 2026 | |
| 24 | T. Rowe Price Investment Management, Inc. | Withheld | 148K | ▼−66% Reduced · −286K sh | Q1 2026 | |
| 25 | LUMINUS MANAGEMENT LLC | $16.9M | 136K | ▲+76% Added · +59K 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 |
|---|---|---|---|---|---|
| Jun 15, 2026 | Coler Thomas | EVP, CFO | Option exercise (M) | 2K | — |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | Option exercise (M) | 68 | — |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | Tax withholding (F) | 741 | $107K |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | Option exercise (M) | 2K | $0 |
| Jun 15, 2026 | Coler Thomas | EVP, CFO | Option exercise (M) | 68 | — |
| Jun 1, 2026 | Foufopoulos - De Ridder Lucrece | Director | Grant (A) | 413 | $60K |
| Jun 1, 2026 | Foufopoulos - De Ridder Lucrece | Director | Tax withholding (F) | 124 | $18K |
| Jun 1, 2026 | BAKHSHI NANDITA | Director | Grant (A) | 413 | $60K |
| Jun 1, 2026 | BAKHSHI NANDITA | Director | Grant (A) | 975 | $0 |
| Jun 1, 2026 | Hinduja Sanjay | Director | Grant (A) | 975 | $0 |
| Jun 1, 2026 | DOUGLAS MARK | Director | Grant (A) | 766 | $0 |
| Jun 1, 2026 | DOUGLAS MARK | Director | Grant (A) | 975 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 76 funds | $34.8B |
| APPLE INCAAPL | 75 funds | $39.8B |
| ALPHABET INC-CL AGOOGL | 75 funds | $22.3B |
| ALPHABET INC-CL CGOOG | 75 funds | $17.1B |
| JPMORGAN CHASE & COJPM | 75 funds | $12.6B |
| EXXON MOBIL CORPXOM | 75 funds | $8.8B |
| AMAZON.COM INCAMZN | 74 funds | $26.4B |
| BROADCOM INCAVGO | 74 funds | $17.0B |
| VISA INC-CLASS A SHARESV | 74 funds | $7.4B |
| ORACLE CORPORCL | 74 funds | $4.9B |
| UNITEDHEALTH GROUP INCUNH | 74 funds | $2.9B |
| NVIDIA CORPNVDA | 73 funds | $46.9B |
Ranked by how many of KWR'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 KWR. 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.