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/LII/capital-change-brief"
Use Arkolith's capital_change_brief for LII. 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. | $1.4B | 3.0M | ▼−1.8% Reduced · −54K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $953.5M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 3 | VIKING GLOBAL INVESTORS LP | $729.8M | 1.6M | ▲+153% Added · +951K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $669.0M | 1.4M | ▲+0.7% Added · +10K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $664.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $505.5M | 1.1M | ▲+3.8% Added · +40K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $416.3M | 900K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $406.2M | 875K | ▼−9.3% Reduced · −90K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $299.2M | 645K | ▲+3.9% Added · +24K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $193.7M | 417K | ▼−0.1% Reduced · −542 sh | Q1 2026 | |
| 11 | UBS Group AG | $183.1M | 395K | ▲+106% Added · +203K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $158.4M | 341K | ▲+14% Added · +41K sh | Q1 2026 | |
| 13 | NORGES BANK | $165.7M | 341K | ▼−28% Reduced · −133K sh | Q4 2025 | |
| 14 | BANK OF AMERICA CORP /DE/ | $150.0M | 323K | ▲+82% Added · +145K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $148.7M | 320K | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $145.9M | 314K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 17 | LONDON CO OF VIRGINIA | $131.8M | 284K | ▼−9.9% Reduced · −31K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.0M | 271K | ▲+0.1% Added · +153 sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $108.3M | 233K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $99.0M | 213K | ▲+33% Added · +53K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $93.6M | 202K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $85.4M | 184K | ▲+4.9% Added · +9K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $85.3M | 184K | ▲New +184K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $85.0M | 183K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 25 | Neuberger Berman Group LLC | $79.0M | 170K | ▲43× Added · +166K 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 |
|---|---|---|---|---|---|
| May 28, 2026 | NORRIS JOHN W III | Director | Gift (G) | 990 | $0 |
| May 26, 2026 | Somasundaram Sivasankaran | Director | Disposed to issuer (D) | 343 | $0 |
| May 21, 2026 | Embree Tracy A | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | Buck Sherry | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | Wall Shane D | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | Vander Ark Jon | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | TESKE TODD J | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | Quintos Karen H | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | NORRIS JOHN W III | Director | Grant (A) | 343 | $0 |
| May 21, 2026 | Somasundaram Sivasankaran | Director | Grant (A) | 343 | $0 |
| May 6, 2026 | Kosel Chris | VP-Corp Controller and CAO | Sell (S) | 971 | $529K |
| Apr 10, 2026 | Somasundaram Sivasankaran | Director | Grant (A) | 51 | $26K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 221 funds | $250.0B |
| AMAZON.COM INCAMZN | 220 funds | $185.1B |
| APPLE INCAAPL | 218 funds | $272.5B |
| META PLATFORMS INC-CLASS AMETA | 218 funds | $100.1B |
| NVIDIA CORPNVDA | 217 funds | $354.1B |
| ELI LILLY & COLLY | 216 funds | $69.1B |
| VISA INC-CLASS A SHARESV | 216 funds | $50.9B |
| COSTCO WHOLESALE CORPCOST | 215 funds | $39.2B |
| ALPHABET INC-CL AGOOGL | 214 funds | $158.5B |
| MASTERCARD INC - AMA | 214 funds | $48.9B |
| JPMORGAN CHASE & COJPM | 213 funds | $61.6B |
| BROADCOM INCAVGO | 212 funds | $138.0B |
Ranked by how many of LII'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 LII. 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.