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/LW/capital-change-brief"
Use Arkolith's capital_change_brief for LW. 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. | $745.5M | 17.6M | ▲+47% Added · +5.6M sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $400.1M | 9.5M | ▼−3.6% Reduced · −358K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $345.3M | 8.2M | ▲New +8.2M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $298.8M | 7.3M | ▲+1.6% Added · +113K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $263.7M | 6.2M | ▲New +6.2M sh | Q1 2026 | |
| 6 | Starboard Value LP | $258.4M | 6.1M | ▲New +6.1M sh | Q1 2026 | |
| 7 | JANA Partners Management, LP | $211.7M | 5.0M | —Held | Q1 2026 | |
| 8 | STATE STREET CORP | $193.4M | 4.6M | ▼−20% Reduced · −1.1M sh | Q1 2026 | |
| 9 | NORGES BANK | $125.7M | 3.0M | ▲+30% Added · +697K sh | Q4 2025 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $115.9M | 2.7M | ▲+28% Added · +601K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $100.1M | 2.4M | ▼−33% Reduced · −1.2M sh | Q1 2026 | |
| 12 | FMR LLC | $95.0M | 2.2M | ▲+251% Added · +1.6M sh | Q1 2026 | |
| 13 | BROOKFIELD Corp /ON/ | $94.1M | 2.2M | —Held | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $85.7M | 2.1M | ▲+362% Added · +1.6M sh | Q1 2026 | |
| 15 | LONDON CO OF VIRGINIA | $83.2M | 2.0M | ▼−5.2% Reduced · −109K sh | Q1 2026 | |
| 16 | UBS Group AG | $75.4M | 1.8M | ▲+56% Added · +637K sh | Q1 2026 | |
| 17 | Douglas Lane & Associates, LLC | $72.6M | 1.7M | ▲+18% Added · +252K sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $69.4M | 1.6M | ▼−13% Reduced · −239K sh | Q1 2026 | |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $61.4M | 1.5M | ▲+351% Added · +1.1M sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $50.8M | 1.2M | ▼−11% Reduced · −155K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.6M | 1.2M | ▼−7.5% Reduced · −98K sh | Q1 2026 | |
| 22 | BARCLAYS PLC | $49.4M | 1.2M | ▲+4.2% Added · +47K sh | Q1 2026 | |
| 23 | ROYAL LONDON ASSET MANAGEMENT LTD | $45.1M | 1.1M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $40.2M | 952K | ▼−18% Reduced · −215K sh | Q1 2026 | |
| 25 | BRANDES INVESTMENT PARTNERS, LP | $39.8M | 942K | ▲New +942K 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 14, 2026 | Crowley Michael Christopher | President, North America | Grant (A) | 378 | $0 |
| Jul 14, 2026 | Crowley Michael Christopher | President, North America | Tax withholding (F) | 113 | $5K |
| Jul 14, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | Grant (A) | 2K | $0 |
| Jul 14, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | Tax withholding (F) | 2K | $107K |
| Jul 14, 2026 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | Grant (A) | 2K | $0 |
| Jul 14, 2026 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | Tax withholding (F) | 468 | $22K |
| Jul 14, 2026 | Smith Michael Jared | President and CEO, Director | Grant (A) | 4K | $0 |
| Jul 14, 2026 | Smith Michael Jared | President and CEO, Director | Tax withholding (F) | 2K | $104K |
| Jul 14, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | Grant (A) | 2K | $0 |
| Jul 14, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | Tax withholding (F) | 1K | $63K |
| Jul 14, 2026 | Jones Gregory W | VP AND CONTROLLER | Grant (A) | 209 | $0 |
| Jul 14, 2026 | Jones Gregory W | VP AND CONTROLLER | Tax withholding (F) | 61 | $3K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 202 funds | $81.6B |
| ELI LILLY & COLLY | 200 funds | $19.9B |
| AMAZON.COM INCAMZN | 199 funds | $62.5B |
| NVIDIA CORPNVDA | 198 funds | $111.8B |
| ALPHABET INC-CL AGOOGL | 198 funds | $54.1B |
| JPMORGAN CHASE & COJPM | 198 funds | $26.1B |
| NETFLIX INCNFLX | 198 funds | $11.1B |
| META PLATFORMS INC-CLASS AMETA | 197 funds | $36.1B |
| COSTCO WHOLESALE CORPCOST | 197 funds | $12.9B |
| MASTERCARD INC - AMA | 196 funds | $13.8B |
| CHEVRON CORPCVX | 196 funds | $10.8B |
| BANK OF AMERICA CORPBAC | 196 funds | $9.1B |
Ranked by how many of LW'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 LW. 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.