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/M/capital-change-brief"
Use Arkolith's capital_change_brief for M. 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. | $511.3M | 28.3M | ▲+4.2% Added · +1.1M sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $298.0M | 16.5M | ▲+2.0% Added · +330K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $246.7M | 13.6M | ▲New +13.6M sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $219.7M | 12.1M | ▲+9.1% Added · +1.0M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $205.7M | 11.4M | ▲New +11.4M sh | Q1 2026 | |
| 6 | RWC Asset Management LLP | $204.0M | 11.3M | ▲+2.8% Added · +309K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $168.6M | 9.2M | ▼−0.5% Reduced · −48K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $166.6M | 9.2M | ▲+184% Added · +6.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $145.9M | 7.6M | ▲+53% Added · +2.7M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $137.9M | 7.6M | ▲+12% Added · +798K sh | Q1 2026 | |
| 11 | Newport Trust Company, LLC | $125.4M | 6.9M | ▼−0.8% Reduced · −57K sh | Q1 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $104.3M | 5.8M | ▲+82% Added · +2.6M sh | Q1 2026 | |
| 13 | Allianz Asset Management GmbH | $100.0M | 5.5M | ▲+119% Added · +3.0M sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $89.8M | 5.0M | ▲+24% Added · +968K sh | Q1 2026 | |
| 15 | NORGES BANK | $85.0M | 3.9M | ▼−23% Reduced · −1.2M sh | Q4 2025 | |
| 16 | MORGAN STANLEY | $63.5M | 3.5M | ▼−7.7% Reduced · −293K sh | Q1 2026 | |
| 17 | UBS Group AG | $58.7M | 3.2M | ▲+26% Added · +678K sh | Q1 2026 | |
| 18 | PRUDENTIAL FINANCIAL INC | $58.0M | 3.2M | ▲+30% Added · +741K sh | Q1 2026 | |
| 19 | BERKSHIRE HATHAWAY INC | $55.0M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $52.7M | 2.9M | ▲+11% Added · +288K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $46.3M | 2.6M | ▲+1.8% Added · +44K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $43.9M | 2.4M | ▲+198% Added · +1.6M sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $32.6M | 1.8M | ▲+436% Added · +1.5M sh | Q1 2026 | |
| 24 | MACQUARIE GROUP LTD | $30.2M | 1.7M | ▲+234% Added · +1.2M sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $29.7M | 1.6M | ▲New +1.6M 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 30, 2026 | MARKEE RICHARD L | Director | Grant (A) | 1K | $28K |
| Jun 25, 2026 | Griscom Paul | SVP and Controller | Sell (S) | 10K | $258K |
| Jun 24, 2026 | Edwards Thomas Jr. | EVP, COO & CFO | Sell (S) | 16K | $409K |
| Jun 23, 2026 | Edwards Thomas Jr. | EVP, COO & CFO | Option exercise (M) | 36K | — |
| Jun 23, 2026 | Edwards Thomas Jr. | EVP, COO & CFO | Option exercise (M) | 36K | $0 |
| Jun 5, 2026 | CHOPRA NAVEEN K. | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Arel Emilie | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Chandoha Marie A | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Chavez Robert B. | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Granoff Jill | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Connelly Deirdre P | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | VARGA PAUL C | Director | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 156 funds | $65.1B |
| ALPHABET INC-CL AGOOGL | 156 funds | $59.0B |
| AMAZON.COM INCAMZN | 156 funds | $47.1B |
| BANK OF AMERICA CORPBAC | 155 funds | $32.5B |
| META PLATFORMS INC-CLASS AMETA | 155 funds | $29.0B |
| MICRON TECHNOLOGY INCMU | 155 funds | $11.4B |
| NVIDIA CORPNVDA | 154 funds | $91.8B |
| BROADCOM INCAVGO | 154 funds | $34.1B |
| TESLA INCTSLA | 154 funds | $18.5B |
| ELI LILLY & COLLY | 154 funds | $16.8B |
| COSTCO WHOLESALE CORPCOST | 154 funds | $10.8B |
| APPLE INCAAPL | 153 funds | $138.4B |
Ranked by how many of M'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 M. 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.