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/LB/capital-change-brief"
Use Arkolith's capital_change_brief for LB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIRST MANHATTAN CO. LLC. | $487.3M | 7.1M | ▲+2.8% Added · +195K sh | Q1 2026 | |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | $390.6M | 5.7M | ▲+0.3% Added · +14K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $101.9M | 1.5M | ▼−70% Reduced · −3.4M sh | Q1 2026 | |
| 4 | FMR LLC | $92.2M | 1.3M | ▲+64% Added · +521K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $85.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $61.3M | 887K | ▲+29% Added · +197K sh | Q1 2026 | |
| 7 | UBS Group AG | $43.7M | 633K | ▲+130% Added · +358K sh | Q1 2026 | |
| 8 | Hood River Capital Management LLC | $42.9M | 621K | ▲~0% Added · +4 sh | Q1 2026 | |
| 9 | SCHWARTZ INVESTMENT COUNSEL INC | $40.9M | 593K | —Held | Q1 2026 | |
| 10 | MARSHALL WACE, LLP | $38.8M | 562K | ▲+294% Added · +420K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $37.7M | 545K | ▲12× Added · +501K sh | Q1 2026 | |
| 12 | DF DENT & CO INC | $34.4M | 498K | ▲+13% Added · +59K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $25.1M | 363K | ▼−6.5% Reduced · −25K sh | Q1 2026 | |
| 14 | ASHFORD CAPITAL MANAGEMENT INC | $17.2M | 249K | ▲New +249K sh | Q1 2026 | |
| 15 | Summit Street Capital Management, LLC | $15.7M | 227K | —Held | Q1 2026 | |
| 16 | One Charles Private Wealth Services, LLC | $17.8M | 224K | ▼−4.9% Reduced · −12K sh | Q2 2026 | |
| 17 | Moors & Cabot, Inc. | $15.5M | 224K | ▲+8.7% Added · +18K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $14.8M | 215K | ▲+110% Added · +113K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $14.1M | 204K | ▼−9.1% Reduced · −20K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $13.0M | 188K | ▲+40% Added · +53K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $10.8M | 157K | ▲+42% Added · +46K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $9.3M | 135K | ▲+100% Added · +67K sh | Q1 2026 | |
| 23 | Amundi | $7.0M | 102K | ▼−46% Reduced · −86K sh | Q1 2026 | |
| 24 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $7.0M | 101K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 25 | Ghisallo Capital Management LLC | $6.9M | 100K | ▲+99% Added · +50K 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 | Bolling Harrison Fenner | See Remarks | Tax withholding (F) | 9K | $662K |
| Jul 1, 2026 | Long Jason Thomas | See Remarks, Director | Tax withholding (F) | 33K | $2.4M |
| Jul 1, 2026 | McNeely Scott Lloyd | See Remarks | Tax withholding (F) | 12K | $881K |
| Jul 1, 2026 | Williams Jason Frederick | See Remarks | Tax withholding (F) | 10K | $706K |
| Mar 6, 2026 | WATSON CHARLES L. | Director | Sell (S) | 13K | $975K |
| Mar 4, 2026 | WATSON CHARLES L. | Director | Sell (S) | 10K | $727K |
| Mar 2, 2026 | WATSON CHARLES L. | Director | Sell (S) | 31K | $2.3M |
| Jan 6, 2026 | McNeely Scott Lloyd | See Remarks | Buy (P) | 549 | $25K |
| Jan 5, 2026 | Long Jason Thomas | See Remarks, Director | Buy (P) | 2K | $100K |
| Jan 5, 2026 | Bolling Harrison Fenner | See Remarks | Buy (P) | 850 | $40K |
| Nov 18, 2025 | Capobianco David N | Director, 10% Owner | Other (J) | 2.5M | $0 |
| Nov 18, 2025 | Capobianco David N | Director, 10% Owner | Sell (S) | 2.5M | $175.0M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $18.7B |
| NVIDIA CORPNVDA | 61 funds | $23.2B |
| AMAZON.COM INCAMZN | 61 funds | $14.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 61 funds | $5.9B |
| VISA INC-CLASS A SHARESV | 61 funds | $4.7B |
| CHEVRON CORPCVX | 61 funds | $3.3B |
| APPLE INCAAPL | 60 funds | $21.3B |
| BROADCOM INCAVGO | 60 funds | $9.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $5.1B |
| ELI LILLY & COLLY | 60 funds | $4.4B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $4.2B |
| MASTERCARD INC - AMA | 60 funds | $3.9B |
Ranked by how many of LB'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 LB. 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.