| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | First Eagle Investment Management, LLC | $333.7M | 22.71M | ▲New +22.71M sh | Q1 2026 | |
| 2 | Madison Avenue Partners, LP | $171.1M | 11.45M | ▲+78% Added · +5.02M sh | Q1 2026 | |
| 3 | PZENA INVESTMENT MANAGEMENT LLC | $89.4M | 7.04M | ▲New +7.04M sh | Q1 2026 | |
| 4 | FLOSSBACH VON STORCH SE | $86.5M | 5.89M | ▲+6.3% Added · +348.1K sh | Q1 2026 | |
| 5 | Sessa Capital IM, L.P. | $71.4M | 4.77M | —Held | Q1 2026 | |
| 6 | Orbis Allan Gray Ltd | $63.6M | 4.25M | ▲+851% Added · +3.81M sh | Q1 2026 | |
| 7 | AVIVA PLC | $38.4M | 2.62M | ▼−4.1% Reduced · −112.6K sh | Q1 2026 | |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $35.0M | 2.39M | ▲+7.6% Added · +169.1K sh | Q1 2026 | |
| 9 | First Pacific Advisors, LP | $33.7M | 2.26M | ▲+33% Added · +557.4K sh | Q1 2026 | |
| 10 | CREDIT AGRICOLE S A | $27.9M | 1.87M | ▲New +1.87M sh | Q1 2026 | |
| 11 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $24.2M | 1.62M | ▲+13% Added · +189.3K sh | Q1 2026 | |
| 12 | ROYAL LONDON ASSET MANAGEMENT LTD | $18.3M | 1.22M | ▲+43% Added · +369.0K sh | Q1 2026 | |
| 13 | Ruffer LLP | $11.1M | 755.6K | ▲+122% Added · +415.4K sh | Q1 2026 | |
| 14 | Zurcher Kantonalbank (Zurich Cantonalbank) | $6.3M | 429.5K | ▲+18% Added · +66.4K sh | Q1 2026 | |
| 15 | BLI - Banque de Luxembourg Investments | $5.0M | 317.6K | —Held | Q1 2026 | |
| 16 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $4.3M | 298.3K | ▲+5.2% Added · +14.8K sh | Q1 2026 | |
| 17 | TRIAN FUND MANAGEMENT, L.P. | $3.6M | 241.0K | ▲New +241.0K sh | Q1 2026 | |
| 18 | LONDON CO OF VIRGINIA | $3.2M | 219.3K | ▲+32% Added · +53.8K sh | Q1 2026 | |
| 19 | TD Waterhouse Canada Inc. | $3.1M | 212.9K | ▲59× Added · +209.3K sh | Q1 2026 | |
| 20 | Aristotle Capital Management, LLC | $2.8M | 192.4K | ▼−43% Reduced · −145.6K sh | Q1 2026 | |
| 21 | Evelyn Partners Investment Management LLP | $2.7M | 182.7K | ▼−54% Reduced · −212.7K sh | Q1 2026 | |
| 22 | INTECH INVESTMENT MANAGEMENT LLC | $2.4M | 161.2K | ▲New +161.2K sh | Q1 2026 | |
| 23 | SEB Asset Management AB | $2.4M | 160.7K | ▲New +160.7K sh | Q1 2026 | |
| 24 | Vident Advisory, LLC | $2.2M | 148.2K | ▲New +148.2K sh | Q1 2026 | |
| 25 | Compagnie Lombard Odier SCmA | $2.1M | 141.8K | ▼−25% Reduced · −46.2K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 145 funds | $56.3B |
| ALPHABET INC-CL AGOOGL | 144 funds | $41.0B |
| AMAZON.COM INCAMZN | 140 funds | $39.7B |
| ALPHABET INC-CL CGOOG | 139 funds | $25.3B |
| VISA INC-CLASS A SHARESV | 139 funds | $16.2B |
| NVIDIA CORPNVDA | 138 funds | $63.7B |
| BROADCOM INCAVGO | 138 funds | $27.0B |
| META PLATFORMS INC-CLASS AMETA | 138 funds | $24.7B |
| HOME DEPOT INCHD | 138 funds | $7.2B |
| APPLE INCAAPL | 137 funds | $57.0B |
| ELI LILLY & COLLY | 137 funds | $14.1B |
| JOHNSON & JOHNSONJNJ | 137 funds | $13.3B |
Ranked by how many of MICC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MICC. 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.