2294 tracked 13F filers disclose a position in MO as of the latest SEC 13F filings, a combined $61.9B 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. | $8.2B | 124.7M | ▼−3.9% Reduced · −5.1M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $7.2B | 108.8M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $5.1B | 70.2M | ▼−2.2% Reduced · −1.6M sh | Q2 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.6B | 54.3M | ▼−17% Reduced · −11.2M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.4B | 47.7M | ▲+1.5% Added · +699K sh | Q2 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | 35.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.6B | 24.5M | ▲+9.6% Added · +2.1M sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $1.4B | 21.5M | ▼−1.4% Reduced · −295K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $1.1B | 16.0M | ▼−2.0% Reduced · −330K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $996.4M | 15.1M | ▼−5.2% Reduced · −823K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $865.3M | 13.1M | ▲+47% Added · +4.2M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $875.0M | 13.1M | ▲+39% Added · +3.6M sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $853.2M | 12.9M | ▲+1.0% Added · +134K sh | Q1 2026 | |
| 14 | Legal & General Group Plc | $648.2M | 9.8M | ▲+8.7% Added · +784K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $623.2M | 9.4M | →First observed position No prior filed position | Q1 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $607.3M | 9.2M | ▼−23% Reduced · −2.8M sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $527.6M | 8.0M | ▼−18% Reduced · −1.8M sh | Q1 2026 | |
| 18 | Nuveen, LLC | $514.2M | 7.8M | ▲+32% Added · +1.9M sh | Q1 2026 | |
| 19 | UBS Group AG | $498.8M | 7.6M | ▼−9.4% Reduced · −785K sh | Q1 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $443.0M | 6.7M | ▲+0.6% Added · +41K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $415.2M | 6.3M | ▼−13% Reduced · −979K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $397.9M | 6.0M | ▲+2.9% Added · +167K sh | Q1 2026 | |
| 23 | FMR LLC | $389.2M | 5.9M | ▲+0.4% Added · +26K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $368.6M | 5.6M | ▼−2.5% Reduced · −143K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $351.7M | 5.3M | ▲+4.9% Added · +249K 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, 2 funds opened a new position in MO and 24 added to an existing one, while 18 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 | 1494 funds | $370.8B |
| APPLE INCAAPL | 1492 funds | $407.9B |
| AMAZON.COM INCAMZN | 1470 funds | $278.5B |
| NVIDIA CORPNVDA | 1463 funds | $510.3B |
| ALPHABET INC-CL AGOOGL | 1452 funds | $248.9B |
| JPMORGAN CHASE & COJPM | 1416 funds | $101.7B |
| ALPHABET INC-CL CGOOG | 1393 funds | $169.3B |
| JOHNSON & JOHNSONJNJ | 1393 funds | $72.6B |
| META PLATFORMS INC-CLASS AMETA | 1392 funds | $150.9B |
| ABBVIE INCABBV | 1375 funds | $49.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1369 funds | $57.1B |
| ELI LILLY & COLLY | 1362 funds | $112.4B |
Ranked by how many of MO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | Strahlman Ellen R | Director | Sell (S) | 2K | $145K |
| May 26, 2026 | KELLY ENNIS DEBRA J | Director | Sell (S) | 6K | $418K |
| Mar 5, 2026 | Whitaker Charles N. | SVP, Chief HR Off. & CCO | Sell (S) | 28K | $1.9M |
| May 2, 2024 | Whitaker Charles N. | Sr. VP, Chief HR Off. & CCO | Sell (S) | 22K | $988K |
| Nov 6, 2023 | Clarke Ian L.T. | Director | Buy (P) | 1K | $45K |
| Nov 6, 2023 | Davis Robert Matthews | Director | Buy (P) | 1K | $49K |
| May 26, 2021 | Strahlman Ellen R | Director | Buy (P) | 2K | $99K |
| Nov 16, 2020 | Whitaker Charles N. | Sr. VP, Chief HR Off. & CCO | Sell (S) | 12K | $471K |
| May 22, 2019 | SURGNER W HILDEBRANDT JR | VP, Corp.Secy. & Assoc. GC | Sell (S) | 2K | $105K |
| May 2, 2019 | Begley Jody L | SVP, Tobacco Products | Sell (S) | 3K | $173K |
| Feb 25, 2019 | Sakkab Nabil Y | Director | Buy (P) | 1K | $70K |
| Feb 22, 2019 | Feldman Ivan S. | Vice President and Controller | Sell (S) | 7K | $348K |
Connected entities for MO
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/MO/capital-change-brief"
Use Arkolith's capital_change_brief for MO. 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 MO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.