810 tracked 13F filers disclose a position in MLM as of the latest SEC 13F filings, a combined $31.8B 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. | $2.8B | 4.7M | ▲+4.4% Added · +200K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3B | 3.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 3.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $1.7B | 2.9M | ▲+3.8% Added · +106K sh | Q1 2026 | |
| 5 | FMR LLC | $1.5B | 2.6M | ▼−11% Reduced · −314K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $1.4B | 2.4M | ▲+0.9% Added · +21K sh | Q1 2026 | |
| 7 | PRINCIPAL FINANCIAL GROUP INC | $1.2B | 2.1M | ▼−3.5% Reduced · −77K sh | Q1 2026 | |
| 8 | Aristotle Capital Management, LLC | $1.2B | 2.0M | ▼−4.6% Reduced · −95K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $1.1B | 1.9M | ▼−17% Reduced · −369K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $963.8M | 1.6M | ▼−33% Reduced · −812K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $931.8M | 1.6M | ▲+2.3% Added · +36K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $876.5M | 1.5M | ▲+391% Added · +1.2M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $789.8M | 1.3M | ▼−1.9% Reduced · −25K sh | Q1 2026 | |
| 14 | BAILLIE GIFFORD & CO | $640.1M | 1.1M | ▼−6.2% Reduced · −72K sh | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 952K | ▲+3.8% Added · +35K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $521.5M | 886K | ▲+12% Added · +96K sh | Q1 2026 | |
| 17 | ALKEON CAPITAL MANAGEMENT LLC | $440.0M | 747K | —Held | Q1 2026 | |
| 18 | GARDNER RUSSO & QUINN LLC | $421.1M | 715K | ▼−1.5% Reduced · −11K sh | Q1 2026 | |
| 19 | KING LUTHER CAPITAL MANAGEMENT CORP | $392.5M | 667K | ▼−3.4% Reduced · −23K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $345.3M | 587K | ▼−2.2% Reduced · −13K sh | Q1 2026 | |
| 21 | NORGES BANK | $354.7M | 570K | ▲+34% Added · +144K sh | Q4 2025 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $321.4M | 546K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 23 | FRANKLIN RESOURCES INC | $310.9M | 528K | ▲+6.0% Added · +30K sh | Q1 2026 | |
| 24 | CIBC Bancorp USA Inc. | $279.4M | 475K | ▲14× Added · +441K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $271.1M | 461K | ▲+2.6% Added · +12K 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, 1 fund opened a new position in MLM and 22 added to an existing one, while 27 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 478 funds | $340.7B |
| AMAZON.COM INCAMZN | 477 funds | $257.3B |
| APPLE INCAAPL | 470 funds | $369.1B |
| NVIDIA CORPNVDA | 469 funds | $478.3B |
| ALPHABET INC-CL AGOOGL | 469 funds | $212.9B |
| JPMORGAN CHASE & COJPM | 459 funds | $83.1B |
| ALPHABET INC-CL CGOOG | 456 funds | $153.5B |
| META PLATFORMS INC-CLASS AMETA | 456 funds | $141.4B |
| VISA INC-CLASS A SHARESV | 456 funds | $77.4B |
| ELI LILLY & COLLY | 449 funds | $94.0B |
| BROADCOM INCAVGO | 447 funds | $187.4B |
| WALMART INCWMT | 445 funds | $45.8B |
Ranked by how many of MLM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 8, 2025 | PEREZ LAREE E | Director | Sell (S) | 1K | $637K |
| Mar 5, 2025 | McCunniff Donald A. | EVP and CHRO | Sell (S) | 1K | $633K |
| Mar 4, 2025 | Petro Michael J | SVP - Strategy and Development | Buy (P) | 550 | $250K |
| Mar 14, 2024 | BAR ROSELYN R | EVP, General Counsel and Secy | Sell (S) | 10K | $6.0M |
| Mar 5, 2024 | Nye C Howard | Chairman, Pres & CEO, Director | Sell (S) | 5K | $3.0M |
| Mar 5, 2024 | Nye C Howard | Chairman, Pres & CEO, Director | Sell (S) | 15K | $9.1M |
| Feb 16, 2024 | COLE SUE W | Director | Sell (S) | 843 | $456K |
| Feb 16, 2024 | COLE SUE W | Director | Sell (S) | 881 | $481K |
| Aug 21, 2023 | LaTorre Craig M | Sr. VP, CHRO | Sell (S) | 2K | $835K |
| Jul 28, 2023 | LaTorre Craig M | Sr. VP, CHRO | Sell (S) | 500 | $224K |
| Nov 18, 2022 | COLE SUE W | Director | Sell (S) | 2K | $599K |
| Jun 10, 2022 | Mohr John P | SVP - CIO | Sell (S) | 0 | $145 |
Connected entities for MLM
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/MLM/capital-change-brief"
Use Arkolith's capital_change_brief for MLM. 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 MLM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.