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/MS/capital-change-brief"
Use Arkolith's capital_change_brief for MS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | $62.1B | 377.1M | —Held | Q1 2026 | |
| 2 | STATE STREET CORP | $16.7B | 101.3M | ▼−2.4% Reduced · −2.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $15.9B | 96.4M | ▲+1.2% Added · +1.1M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $12.8B | 77.7M | ▲New +77.7M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $6.9B | 43.6M | ▲+22% Added · +7.9M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.0B | 30.2M | ▲New +30.2M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $4.5B | 27.7M | ▲+2.3% Added · +632K sh | Q1 2026 | |
| 8 | Fisher Asset Management, LLC | $4.2B | 25.6M | ▲+2.3% Added · +582K sh | Q1 2026 | |
| 9 | FMR LLC | $3.7B | 22.7M | ▼−13% Reduced · −3.4M sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.8B | 17.0M | ▲+14% Added · +2.1M sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $2.7B | 16.3M | ▲+0.5% Added · +88K sh | Q1 2026 | |
| 12 | NORGES BANK | $2.7B | 15.4M | ▼−2.8% Reduced · −451K sh | Q4 2025 | |
| 13 | GOLDMAN SACHS GROUP INC | $2.4B | 14.9M | ▼−2.2% Reduced · −337K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $2.3B | 13.9M | ▼−1.9% Reduced · −265K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $2.1B | 12.8M | ▲~0% Added · +4K sh | Q1 2026 | |
| 16 | UBS Group AG | $2.0B | 11.9M | ▲+12% Added · +1.3M sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.9B | 11.7M | ▼−5.7% Reduced · −708K sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.8B | 11.0M | ▲+20% Added · +1.8M sh | Q1 2026 | |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | $1.7B | 10.2M | ▼−0.6% Reduced · −58K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.6B | 10.0M | ▲+1.4% Added · +133K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $1.6B | 9.8M | ▲+4.5% Added · +423K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $1.5B | 9.2M | ▲+4.7% Added · +409K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $1.4B | 8.3M | ▲+0.4% Added · +34K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $1.3B | 7.9M | ▼−12% Reduced · −1.1M sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $1.2B | 7.2M | ▲+0.9% Added · +66K 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 |
|---|---|---|---|---|---|
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | Sell (S) | 7K | $1.5M |
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | Sell (S) | 17K | $3.7M |
| Jul 16, 2026 | YESHAYA SHARON | Chief Financial Officer | Sell (S) | 9K | $2.0M |
| Jul 16, 2026 | YESHAYA SHARON | Chief Financial Officer | Sell (S) | 6K | $1.4M |
| Jun 1, 2026 | BUTLER MEGAN | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | BUTLER MEGAN | Director | Tax withholding (F) | 190 | $40K |
| Jun 1, 2026 | WILKINS RAYFORD JR | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | NALLY DENNIS M | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | NALLY DENNIS M | Director | Grant (A) | 345 | $72K |
| Jun 1, 2026 | GLOCER THOMAS H | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | GLOCER THOMAS H | Director | Grant (A) | 512 | $108K |
| Jun 1, 2026 | GOOD LYNN J | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 620 funds | $328.0B |
| AMAZON.COM INCAMZN | 610 funds | $247.5B |
| NVIDIA CORPNVDA | 608 funds | $450.2B |
| APPLE INCAAPL | 608 funds | $347.6B |
| ALPHABET INC-CL AGOOGL | 607 funds | $217.7B |
| META PLATFORMS INC-CLASS AMETA | 607 funds | $140.0B |
| JPMORGAN CHASE & COJPM | 606 funds | $93.7B |
| BROADCOM INCAVGO | 602 funds | $171.3B |
| VISA INC-CLASS A SHARESV | 595 funds | $77.5B |
| ELI LILLY & COLLY | 592 funds | $96.9B |
| ALPHABET INC-CL CGOOG | 586 funds | $141.6B |
| COSTCO WHOLESALE CORPCOST | 582 funds | $50.4B |
Ranked by how many of MS'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 MS. 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.