362 tracked 13F filers disclose a position in MC as of the latest SEC 13F filings, a combined $4.5B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $501.7M | 8.8M | ▼−0.1% Reduced · −8K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $329.3M | 5.8M | ▼−4.2% Reduced · −256K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $263.8M | 4.6M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $189.0M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | WASATCH ADVISORS LP | $212.4M | 3.2M | ▼−13% Reduced · −496K sh | Q2 2026 | |
| 6 | STATE STREET CORP | $199.2M | 3.0M | ▲+4.2% Added · +124K sh | Q2 2026 | |
| 7 | LONDON CO OF VIRGINIA | $165.5M | 2.9M | ▼−5.2% Reduced · −158K sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.1M | 2.7M | ▼−15% Reduced · −491K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $154.4M | 2.4M | ▲+8.8% Added · +190K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $122.4M | 2.1M | ▼−20% Reduced · −531K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $101.8M | 1.8M | ▲+29% Added · +400K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $100.0M | 1.8M | ▼−6.5% Reduced · −122K sh | Q1 2026 | |
| 13 | Madison Asset Management, LLC | $109.1M | 1.7M | ▼−6.0% Reduced · −107K sh | Q2 2026 | |
| 14 | TIMUCUAN ASSET MANAGEMENT INC/FL | $86.3M | 1.5M | ▲+7.7% Added · +109K sh | Q1 2026 | |
| 15 | Channing Capital Management, LLC | $87.5M | 1.3M | ▲+2.3% Added · +30K sh | Q2 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $70.1M | 1.3M | ▲557× Added · +1.3M sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $72.8M | 1.3M | ▲+5.0% Added · +61K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $64.7M | 1.2M | ▲+15% Added · +152K sh | Q1 2026 | |
| 19 | Fisher Asset Management, LLC | $58.6M | 1.0M | ▲+125% Added · +572K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $56.7M | 994K | ▼−1.1% Reduced · −11K sh | Q1 2026 | |
| 21 | Heard Capital LLC | $64.1M | 980K | —Held | Q2 2026 | |
| 22 | MORGAN STANLEY | $54.1M | 949K | ▲+17% Added · +136K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $52.9M | 928K | ▼−1.4% Reduced · −13K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $46.2M | 810K | ▲+3.0% Added · +24K sh | Q1 2026 | |
| 25 | JENNISON ASSOCIATES LLC | $45.2M | 793K | ▼−15% Reduced · −143K 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.
Last quarter, 10 funds opened a new position in MC and 20 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 186 funds | $184.8B |
| MICROSOFT CORPMSFT | 183 funds | $243.5B |
| NVIDIA CORPNVDA | 181 funds | $359.7B |
| BROADCOM INCAVGO | 181 funds | $146.0B |
| ELI LILLY & COLLY | 180 funds | $75.3B |
| APPLE INCAAPL | 179 funds | $275.0B |
| META PLATFORMS INC-CLASS AMETA | 179 funds | $104.1B |
| JPMORGAN CHASE & COJPM | 179 funds | $57.0B |
| ALPHABET INC-CL AGOOGL | 177 funds | $150.6B |
| VISA INC-CLASS A SHARESV | 176 funds | $52.8B |
| ALPHABET INC-CL CGOOG | 175 funds | $117.0B |
| MASTERCARD INC - AMA | 174 funds | $49.2B |
Ranked by how many of MC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Shropshire Kenneth | Director | Sell (S) | 2K | $130K |
| Aug 4, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | Sell (S) | 5K | $336K |
| Feb 19, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | Sell (S) | 3K | $172K |
| Aug 22, 2025 | Shropshire Kenneth | Director | Sell (S) | 3K | $190K |
| Jul 25, 2025 | WATANABE OSAMU R. | General Counsel, Secretary | Sell (S) | 6K | $461K |
| Feb 21, 2025 | Shropshire Kenneth | Director | Sell (S) | 3K | $184K |
| Feb 19, 2025 | MAHMOODZADEGAN NAVID | Co-President, MD | Sell (S) | 9K | $696K |
| Feb 19, 2025 | WATANABE OSAMU R. | General Counsel, Secretary | Sell (S) | 6K | $419K |
| Feb 19, 2025 | RAICH JEFFREY | Co-President, MD | Sell (S) | 9K | $645K |
| Feb 19, 2025 | Callesano Christopher | Principal Accounting Officer | Sell (S) | 1K | $95K |
| Feb 19, 2025 | MOELIS KENNETH | Chairman, CEO, Director | Sell (S) | 10K | $719K |
| Feb 19, 2025 | SIMON JOSEPH | Chief Financial Officer | Sell (S) | 6K | $426K |
Connected entities for MC
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/MC/capital-change-brief"
Use Arkolith's capital_change_brief for MC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.