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/NOV/capital-change-brief"
Use Arkolith's capital_change_brief for NOV. 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. | $711.4M | 37.8M | ▲+2.1% Added · +771K sh | Q1 2026 | |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | $706.0M | 37.5M | ▼−11% Reduced · −4.6M sh | Q1 2026 | |
| 3 | First Eagle Investment Management, LLC | $684.8M | 36.4M | ▼−3.2% Reduced · −1.2M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $365.0M | 19.4M | ▲+2.3% Added · +432K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $352.7M | 18.8M | ▲New +18.8M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $304.5M | 16.2M | ▲New +16.2M sh | Q1 2026 | |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $280.6M | 14.9M | ▼−54% Reduced · −17.5M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $233.1M | 12.4M | ▲+2.0% Added · +243K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $188.2M | 10.0M | ▲+16% Added · +1.4M sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $135.3M | 7.2M | ▲+2.3% Added · +159K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $131.4M | 7.0M | ▲+2.9% Added · +194K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $130.2M | 6.9M | ▲+37% Added · +1.9M sh | Q1 2026 | |
| 13 | First Pacific Advisors, LP | $118.9M | 6.3M | ▼−22% Reduced · −1.8M sh | Q1 2026 | |
| 14 | GREENHAVEN ASSOCIATES INC | $108.2M | 5.8M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $107.6M | 5.7M | ▲+23% Added · +1.1M sh | Q1 2026 | |
| 16 | VAN ECK ASSOCIATES CORP | Withheld | 4.9M | ▲+23% Added · +906K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $86.1M | 4.6M | ▲+17% Added · +665K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $76.9M | 4.1M | ▲+50% Added · +1.4M sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.3M | 4.1M | ▲+2.5% Added · +99K sh | Q1 2026 | |
| 20 | EARNEST PARTNERS LLC | $73.3M | 3.9M | ▼−2.5% Reduced · −102K sh | Q1 2026 | |
| 21 | Oldfield Partners LLP | $62.2M | 3.4M | ▼−34% Reduced · −1.7M sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | $61.1M | 3.2M | ▲+2.7% Added · +87K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $60.4M | 3.2M | ▲+49% Added · +1.1M sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $58.6M | 3.1M | ▲+1.3% Added · +41K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $54.3M | 2.9M | ▲+8.4% Added · +224K 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 20, 2026 | Donadio Marcela E | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | Chowbey Sanjay | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | HARRISON DAVID D | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | MELCHER PATRICIA B | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | Kendall Christian S | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | Martinez Patricia | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | Thomas William R. | Director | Grant (A) | 9K | $0 |
| May 20, 2026 | Welborn Robert S. | Director | Grant (A) | 9K | $0 |
| Mar 20, 2026 | Reed Rodney C. | Senior VP and CFO | Tax withholding (F) | 5K | $93K |
| Mar 20, 2026 | Novak Christy Lynn | VP, Corp. Controller, CAO | Tax withholding (F) | 869 | $16K |
| Mar 20, 2026 | Bayardo Jose A | Chairman, President, and CEO, Director | Tax withholding (F) | 5K | $93K |
| Feb 23, 2026 | Rovig Joseph W | President - Energy Equipment | Option exercise (M) | 79K | $1.2M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 151 funds | $61.2B |
| ALPHABET INC-CL AGOOGL | 151 funds | $41.3B |
| AMAZON.COM INCAMZN | 149 funds | $42.5B |
| META PLATFORMS INC-CLASS AMETA | 149 funds | $30.0B |
| JPMORGAN CHASE & COJPM | 148 funds | $19.8B |
| ELI LILLY & COLLY | 148 funds | $16.0B |
| NVIDIA CORPNVDA | 147 funds | $81.8B |
| APPLE INCAAPL | 147 funds | $72.4B |
| BROADCOM INCAVGO | 147 funds | $30.9B |
| TESLA INCTSLA | 146 funds | $16.1B |
| MASTERCARD INC - AMA | 146 funds | $10.6B |
| APPLIED MATERIALS INCAMAT | 146 funds | $6.9B |
Ranked by how many of NOV'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 NOV. 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.