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/NFLX/capital-change-brief"
Use Arkolith's capital_change_brief for NFLX. 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. | $33.3B | 346.2M | ▼−0.5% Reduced · −1.9M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $26.4B | 274.4M | ▲New +274.4M sh | Q1 2026 | |
| 3 | FMR LLC | $19.7B | 204.7M | ▲+4.5% Added · +8.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $16.5B | 171.7M | ▼−2.9% Reduced · −5.1M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $9.9B | 103.5M | ▲+3.9% Added · +3.9M sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $9.5B | 99.0M | ▲+15% Added · +13.0M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $9.5B | 99.0M | ▲+16% Added · +13.7M sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.2B | 75.4M | ▲New +75.4M sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $5.9B | 63.0M | ▼−0.9% Reduced · −581K sh | Q1 2026 | |
| 10 | NORGES BANK | $5.8B | 61.9M | ▲10× Added · +56.0M sh | Q4 2025 | |
| 11 | BANK OF AMERICA CORP /DE/ | $5.6B | 57.9M | ▲+4.3% Added · +2.4M sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $4.1B | 42.6M | ▼−1.9% Reduced · −805K sh | Q1 2026 | |
| 13 | LOOMIS SAYLES & CO L P | $3.7B | 38.0M | ▲+2.0% Added · +743K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $3.5B | 36.8M | ▲+1.0% Added · +355K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3.3B | 33.9M | ▲+5.9% Added · +1.9M sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.0B | 31.4M | ▲+3.2% Added · +968K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $2.8B | 29.5M | ▲+14% Added · +3.7M sh | Q1 2026 | |
| 18 | JENNISON ASSOCIATES LLC | $2.7B | 28.0M | ▼−20% Reduced · −6.9M sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $2.6B | 27.1M | ▼−2.4% Reduced · −676K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $2.6B | 27.1M | ▲+2.0% Added · +543K sh | Q1 2026 | |
| 21 | BANK OF MONTREAL /CAN/ | $2.6B | 26.6M | ▲+8.8% Added · +2.2M sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $2.3B | 24.4M | ▲New +24.4M sh | Q1 2026 | |
| 23 | Amundi | $2.2B | 23.2M | ▼−1.1% Reduced · −258K sh | Q1 2026 | |
| 24 | UBS Group AG | $2.2B | 23.1M | ▲+15% Added · +3.1M sh | Q1 2026 | |
| 25 | Nuveen, LLC | $2.2B | 23.0M | ▲+12% Added · +2.4M 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 1, 2026 | Hoag Jay C | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | RICE SUSAN E | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | Karbowski Jeffrey William | Chief Accounting Officer | Grant (A) | 983 | $0 |
| Jul 1, 2026 | BARTON RICHARD N | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | Dopfner Mathias | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | MATHER ANN | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | Mertz Elinor | Director | Grant (A) | 843 | $0 |
| Jul 1, 2026 | KILGORE LESLIE J | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | Masiyiwa Strive | Director | Grant (A) | 843 | $0 |
| Jul 1, 2026 | SMITH BRADFORD L | Director | Grant (A) | 842 | $0 |
| Jul 1, 2026 | Sweeney Anne M | Director | Grant (A) | 842 | $0 |
| Jun 17, 2026 | SMITH BRADFORD L | Director | Option exercise (M) | 6K | $62K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 731 funds | $360.3B |
| AMAZON.COM INCAMZN | 731 funds | $289.4B |
| NVIDIA CORPNVDA | 726 funds | $496.7B |
| META PLATFORMS INC-CLASS AMETA | 720 funds | $162.9B |
| ALPHABET INC-CL AGOOGL | 715 funds | $249.3B |
| APPLE INCAAPL | 713 funds | $368.5B |
| BROADCOM INCAVGO | 704 funds | $193.6B |
| ALPHABET INC-CL CGOOG | 688 funds | $156.2B |
| VISA INC-CLASS A SHARESV | 686 funds | $87.0B |
| JPMORGAN CHASE & COJPM | 676 funds | $93.2B |
| ELI LILLY & COLLY | 674 funds | $103.4B |
| MASTERCARD INC - AMA | 653 funds | $73.0B |
Ranked by how many of NFLX'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 NFLX. 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.