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/MAS/capital-change-brief"
Use Arkolith's capital_change_brief for MAS. 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. | $942.9M | 15.6M | ▼−5.3% Reduced · −882K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $798.4M | 13.2M | ▲New +13.2M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $745.7M | 12.4M | ▲New +12.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $601.2M | 10.0M | ▼−2.7% Reduced · −276K sh | Q1 2026 | |
| 5 | HARRIS ASSOCIATES L P | $519.0M | 8.6M | ▼−25% Reduced · −2.9M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $389.2M | 6.6M | ▲+9.5% Added · +578K sh | Q1 2026 | |
| 7 | VAN ECK ASSOCIATES CORP | Withheld | 5.8M | ▲+73% Added · +2.5M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $322.0M | 5.4M | ▲+0.7% Added · +40K sh | Q1 2026 | |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | $265.3M | 4.5M | ▲+3.0% Added · +130K sh | Q1 2026 | |
| 10 | Boston Partners | $271.2M | 4.5M | ▼−22% Reduced · −1.2M sh | Q1 2026 | |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $264.5M | 4.3M | ▼−3.5% Reduced · −158K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $198.0M | 3.3M | ▼−3.5% Reduced · −118K sh | Q1 2026 | |
| 13 | NORGES BANK | $194.8M | 3.1M | ▲+61% Added · +1.2M sh | Q4 2025 | |
| 14 | MORGAN STANLEY | $166.5M | 2.8M | ▲+0.1% Added · +4K sh | Q1 2026 | |
| 15 | Holocene Advisors, LP | $158.2M | 2.6M | ▼−36% Reduced · −1.5M sh | Q1 2026 | |
| 16 | Pictet Asset Management Holding SA | $150.9M | 2.5M | ▼−24% Reduced · −802K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $145.4M | 2.4M | ▲+36% Added · +632K sh | Q1 2026 | |
| 18 | Impax Asset Management Group plc | $143.5M | 2.4M | ▼−12% Reduced · −334K sh | Q1 2026 | |
| 19 | FIDUCIARY MANAGEMENT INC /WI/ | $143.0M | 2.4M | ▼−10% Reduced · −268K sh | Q1 2026 | |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | $141.8M | 2.3M | ▼−9.4% Reduced · −243K sh | Q1 2026 | |
| 21 | EARNEST PARTNERS LLC | $131.6M | 2.2M | ▼−1.9% Reduced · −42K sh | Q1 2026 | |
| 22 | Amundi | $130.0M | 2.2M | ▲+17% Added · +320K sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $125.1M | 2.1M | ▼−12% Reduced · −289K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $121.1M | 2.0M | ▼−1.1% Reduced · −21K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.2M | 2.0M | ▲+1.4% Added · +27K 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 8, 2026 | Denari Aine | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | Alexander Mark R. | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | Coombe Gary A | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | Ffolkes Marie A | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | O'HERLIHY CHRISTOPHER A | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | PAYNE LISA A | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | PLANT JOHN C | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | Sandeep Reddy | Director | Grant (A) | 3K | $0 |
| May 8, 2026 | Stevens Charles K. III | Director | Grant (A) | 3K | $0 |
| Mar 7, 2026 | PAYNE LISA A | Director | Sell (S) | 2K | $128K |
| Mar 7, 2026 | PAYNE LISA A | Director | Sell (S) | 15K | $938K |
| Mar 6, 2026 | Shah Jai | Group President | Tax withholding (F) | 4K | $281K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 277 funds | $264.0B |
| APPLE INCAAPL | 273 funds | $280.8B |
| ALPHABET INC-CL AGOOGL | 272 funds | $165.0B |
| META PLATFORMS INC-CLASS AMETA | 272 funds | $105.4B |
| NVIDIA CORPNVDA | 271 funds | $362.0B |
| AMAZON.COM INCAMZN | 271 funds | $197.8B |
| JPMORGAN CHASE & COJPM | 271 funds | $67.6B |
| BROADCOM INCAVGO | 270 funds | $141.9B |
| VISA INC-CLASS A SHARESV | 268 funds | $56.9B |
| ELI LILLY & COLLY | 266 funds | $67.3B |
| ALPHABET INC-CL CGOOG | 264 funds | $118.0B |
| MASTERCARD INC - AMA | 264 funds | $52.8B |
Ranked by how many of MAS'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 MAS. 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.