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.
| # | 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 | ▲New +108.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $4.8B | 71.8M | ▼−1.4% Reduced · −1.0M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.6B | 54.3M | ▼−17% Reduced · −11.2M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.1B | 47.0M | ▲+2.3% Added · +1.0M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | 35.2M | ▲New +35.2M sh | 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 | ▲New +9.4M sh | 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.
| 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 |
| May 14, 2026 | Clarke Ian L.T. | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | Stoddart Richard S | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | Strahlman Ellen R | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | McQUADE KATHRYN B. | Director | Grant (A) | 5K | $0 |
| May 14, 2026 | YZAGUIRRE MARIO MAX | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | SHANKS VIRGINIA E | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | Davis Robert Matthews | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | KELLY ENNIS DEBRA J | Director | Grant (A) | 3K | $0 |
| May 14, 2026 | Connelly Marjorie Mary | Director | Grant (A) | 3K | $0 |
| May 13, 2026 | Mancuso Salvatore | Chief Executive Officer, Director | Grant (A) | 41K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 546 funds | $313.0B |
| APPLE INCAAPL | 543 funds | $326.8B |
| NVIDIA CORPNVDA | 537 funds | $418.5B |
| AMAZON.COM INCAMZN | 536 funds | $235.1B |
| ALPHABET INC-CL AGOOGL | 534 funds | $207.6B |
| META PLATFORMS INC-CLASS AMETA | 533 funds | $127.0B |
| JPMORGAN CHASE & COJPM | 532 funds | $85.4B |
| BROADCOM INCAVGO | 529 funds | $160.3B |
| VISA INC-CLASS A SHARESV | 527 funds | $72.4B |
| CHEVRON CORPCVX | 527 funds | $42.6B |
| ALPHABET INC-CL CGOOG | 526 funds | $137.9B |
| JOHNSON & JOHNSONJNJ | 522 funds | $64.1B |
Ranked by how many of MO'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 MO. 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.