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/LLYVA/capital-change-brief"
Use Arkolith's capital_change_brief for LLYVA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $457.0M | 5.0M | —Held | Q1 2026 | |
| 2 | Linonia Partnership LP | $229.0M | 2.5M | —Held | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $163.6M | 1.8M | ▲+10% Added · +167K sh | Q1 2026 | |
| 4 | ValueAct Holdings, L.P. | $162.9M | 1.8M | ▼−1.2% Reduced · −22K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $121.9M | 1.3M | ▲+15% Added · +178K sh | Q1 2026 | |
| 6 | Amundi | $120.0M | 1.3M | ▲+592% Added · +1.1M sh | Q1 2026 | |
| 7 | Sculptor Capital LP | $100.8M | 1.1M | —Held | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $93.3M | 1.0M | ▲+6.2% Added · +60K sh | Q1 2026 | |
| 9 | Corvex Management LP | $92.1M | 1.0M | —Held | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $89.3M | 974K | ▲New +974K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $86.0M | 939K | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $79.6M | 868K | ▲New +868K sh | Q1 2026 | |
| 13 | Alberta Investment Management Corp | $54.4M | 594K | —Held | Q1 2026 | |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $37.1M | 405K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 15 | JNE Partners LLP | $33.7M | 368K | —Held | Q1 2026 | |
| 16 | STATE STREET CORP | $31.9M | 348K | ▼−0.2% Reduced · −785 sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 340K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 18 | LMR Partners LLP | $21.4M | 234K | —Held | Q1 2026 | |
| 19 | UBS Group AG | $20.3M | 222K | ▲+377% Added · +175K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $16.6M | 189K | ▼−23% Reduced · −56K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $14.7M | 161K | ▲+0.1% Added · +186 sh | Q1 2026 | |
| 22 | ING GROEP NV | $12.7M | 139K | ▲+17% Added · +21K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $11.5M | 125K | ▲New +125K sh | Q1 2026 | |
| 24 | NORGES BANK | $10.0M | 123K | ▲New +123K sh | Q4 2025 | |
| 25 | Hound Partners, LLC | $10.3M | 112K | ▲New +112K 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 14, 2024 | BERKSHIRE HATHAWAY INC | 10% Owner | Sell (S) | 11K | $372K |
| Jun 14, 2024 | BERKSHIRE HATHAWAY INC | 10% Owner | Sell (S) | 1K | $40K |
| Jun 14, 2024 | BUFFETT WARREN E | 10% Owner | Sell (S) | 1K | $40K |
| Jun 14, 2024 | BUFFETT WARREN E | 10% Owner | Sell (S) | 11K | $372K |
| Jun 13, 2024 | BERKSHIRE HATHAWAY INC | 10% Owner | Sell (S) | 53K | $1.8M |
| Jun 13, 2024 | BUFFETT WARREN E | 10% Owner | Sell (S) | 53K | $1.8M |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 68 funds | $22.9B |
| AMERICAN EXPRESS COAXP | 67 funds | $47.9B |
| ALPHABET INC-CL AGOOGL | 67 funds | $37.2B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $14.3B |
| APPLE INCAAPL | 66 funds | $97.7B |
| BROADCOM INCAVGO | 66 funds | $18.1B |
| VISA INC-CLASS A SHARESV | 66 funds | $7.0B |
| NETFLIX INCNFLX | 66 funds | $4.3B |
| MICROSOFT CORPMSFT | 65 funds | $33.7B |
| BANK OF AMERICA CORPBAC | 65 funds | $28.4B |
| CHEVRON CORPCVX | 65 funds | $21.1B |
| ALPHABET INC-CL CGOOG | 65 funds | $17.5B |
Ranked by how many of LLYVA'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 LLYVA. 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.