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/MU/capital-change-brief"
Use Arkolith's capital_change_brief for MU. 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. | $34.8B | 103.1M | ▲+2.4% Added · +2.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $24.7B | 73.1M | ▲New +73.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $17.7B | 52.2M | ▼−1.0% Reduced · −510K sh | Q1 2026 | |
| 4 | FMR LLC | $10.8B | 32.1M | ▼−19% Reduced · −7.5M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $9.2B | 27.4M | ▲+5.5% Added · +1.4M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.8B | 23.0M | ▲New +23.0M sh | Q1 2026 | |
| 7 | NORGES BANK | $6.4B | 22.5M | ▲+40% Added · +6.5M sh | Q4 2025 | |
| 8 | PRIMECAP MANAGEMENT CO/CA/ | $7.4B | 21.9M | ▼−12% Reduced · −2.9M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $5.7B | 16.8M | ▲+2.7% Added · +445K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $5.1B | 15.8M | ▲+20% Added · +2.6M sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $4.2B | 12.6M | ▲+41% Added · +3.6M sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $3.5B | 10.4M | ▼−2.4% Reduced · −255K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3.2B | 9.6M | ▲+8.4% Added · +748K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $2.7B | 8.0M | ▼−5.4% Reduced · −456K sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $2.6B | 7.8M | ▼−10% Reduced · −902K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $2.5B | 7.4M | ▼−7.6% Reduced · −614K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $2.5B | 7.4M | ▲+2.3% Added · +166K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.4B | 7.0M | ▲+0.2% Added · +11K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $2.4B | 7.0M | ▲+1.3% Added · +86K sh | Q1 2026 | |
| 20 | VAN ECK ASSOCIATES CORP | Withheld | 6.4M | ▼−17% Reduced · −1.3M sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $2.1B | 6.3M | ▲New +6.3M sh | Q1 2026 | |
| 22 | UBS Group AG | $2.0B | 6.0M | ▼−28% Reduced · −2.3M sh | Q1 2026 | |
| 23 | Amundi | $2.0B | 6.0M | ▲+20% Added · +981K sh | Q1 2026 | |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.8B | 5.3M | ▼−8.8% Reduced · −513K sh | Q1 2026 | |
| 25 | HSBC HOLDINGS PLC | $1.8B | 5.3M | ▲+41% Added · +1.5M 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 15, 2026 | ALLEN SCOTT R. | CVP, Chief Accounting Officer | Tax withholding (F) | 249 | $245K |
| Jul 15, 2026 | ALLEN SCOTT R. | CVP, Chief Accounting Officer | Tax withholding (F) | 663 | $652K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 280 | $307K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 2K | $2.3M |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 705 | $771K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 3K | $2.7M |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 2K | $2.5M |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 288 | $314K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 267 | $291K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 220 | $239K |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 1K | $1.4M |
| Jul 1, 2026 | ARNZEN APRIL S | EVP and Chief People Officer | Sell (S) | 2K | $2.3M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 651 funds | $481.3B |
| MICROSOFT CORPMSFT | 646 funds | $343.6B |
| AMAZON.COM INCAMZN | 642 funds | $264.8B |
| ALPHABET INC-CL AGOOGL | 632 funds | $232.3B |
| META PLATFORMS INC-CLASS AMETA | 632 funds | $146.6B |
| BROADCOM INCAVGO | 629 funds | $188.8B |
| APPLE INCAAPL | 624 funds | $360.8B |
| JPMORGAN CHASE & COJPM | 614 funds | $94.7B |
| ELI LILLY & COLLY | 605 funds | $102.1B |
| ALPHABET INC-CL CGOOG | 600 funds | $149.8B |
| VISA INC-CLASS A SHARESV | 597 funds | $78.6B |
| TESLA INCTSLA | 587 funds | $88.9B |
Ranked by how many of MU'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 MU. 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.