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/MSM/capital-change-brief"
Use Arkolith's capital_change_brief for MSM. 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. | $501.3M | 5.4M | ▲+1.7% Added · +91K sh | Q1 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $241.1M | 2.6M | ▼−7.7% Reduced · −219K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $196.8M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $184.7M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | $164.8M | 1.8M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $163.6M | 1.8M | ▲+21% Added · +306K sh | Q1 2026 | |
| 7 | Boston Partners | $153.2M | 1.7M | ▼−4.2% Reduced · −73K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $130.2M | 1.4M | ▼−12% Reduced · −197K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $128.5M | 1.4M | ▼−18% Reduced · −314K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $125.2M | 1.4M | ▲+1.1% Added · +14K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $102.2M | 1.1M | ▲+5.0% Added · +52K sh | Q1 2026 | |
| 12 | Epoch Investment Partners, Inc. | $90.1M | 977K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $86.0M | 932K | ▼−5.7% Reduced · −56K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $67.2M | 729K | ▲+71% Added · +303K sh | Q1 2026 | |
| 15 | NORGES BANK | $59.4M | 706K | ▲+50% Added · +236K sh | Q4 2025 | |
| 16 | DEPRINCE RACE & ZOLLO INC | $65.1M | 706K | ▲+43% Added · +212K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $56.9M | 616K | ▼−8.1% Reduced · −54K sh | Q1 2026 | |
| 18 | Alberta Investment Management Corp | $55.5M | 602K | ▼−2.8% Reduced · −18K sh | Q1 2026 | |
| 19 | NEW SOUTH CAPITAL MANAGEMENT INC | $53.4M | 579K | ▼−6.9% Reduced · −43K sh | Q1 2026 | |
| 20 | Point72 Asset Management, L.P. | $49.0M | 531K | ▲13× Added · +490K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $44.9M | 487K | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 22 | Boston Trust Walden Corp | $44.9M | 487K | ▼−12% Reduced · −66K sh | Q1 2026 | |
| 23 | Allianz Asset Management GmbH | $43.5M | 472K | ▲+53% Added · +164K sh | Q1 2026 | |
| 24 | Quantinno Capital Management LP | $42.6M | 462K | ▼−17% Reduced · −97K sh | Q1 2026 | |
| 25 | PZENA INVESTMENT MANAGEMENT LLC | $41.0M | 445K | ▼~0% Reduced · −56 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 |
|---|---|---|---|---|---|
| Apr 7, 2026 | JACOBSON MITCHELL | Director, 10% Owner | Gift (G) | 15K | $0 |
| Feb 5, 2026 | PALADINO STEVEN | Director | Gift (G) | 14K | $0 |
| Feb 5, 2026 | PALADINO STEVEN | Director | Gift (G) | 14K | $0 |
| Feb 2, 2026 | Seseri Rudina | Director | Sell (S) | 2K | $156K |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 13K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 69K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 69K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 69K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Gift (G) | 69K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 12K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 69K | $0 |
| Jan 27, 2026 | GERSHWIND ERIK | Director | Other (J) | 69K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 145 funds | $35.7B |
| MICROSOFT CORPMSFT | 144 funds | $52.1B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $23.4B |
| AMAZON.COM INCAMZN | 140 funds | $43.1B |
| JPMORGAN CHASE & COJPM | 140 funds | $18.4B |
| NVIDIA CORPNVDA | 139 funds | $77.3B |
| BROADCOM INCAVGO | 139 funds | $27.9B |
| CHEVRON CORPCVX | 139 funds | $7.9B |
| UNITEDHEALTH GROUP INCUNH | 139 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 138 funds | $12.0B |
| MASTERCARD INC - AMA | 138 funds | $10.2B |
| HOME DEPOT INCHD | 138 funds | $7.1B |
Ranked by how many of MSM'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 MSM. 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.