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/NVS/capital-change-brief"
Use Arkolith's capital_change_brief for NVS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $2.1B | 13.9M | ▲+86% Added · +6.4M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.3B | 8.5M | ▼−3.9% Reduced · −350K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $1.2B | 8.1M | ▼−4.8% Reduced · −414K sh | Q1 2026 | |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | $1.2B | 7.6M | ▼−0.1% Reduced · −12K sh | Q1 2026 | |
| 5 | DODGE & COX | $1.1B | 7.0M | ▼−23% Reduced · −2.0M sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $996.8M | 6.5M | ▲+138% Added · +3.8M sh | Q1 2026 | |
| 7 | LOOMIS SAYLES & CO L P | $828.8M | 5.4M | ▼−1.9% Reduced · −108K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $758.1M | 5.0M | ▲+9.1% Added · +414K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $520.9M | 3.4M | ▼−24% Reduced · −1.1M sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $450.6M | 2.9M | ▲+5.0% Added · +142K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $425.6M | 2.8M | ▲+19% Added · +435K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $353.1M | 2.3M | ▲+30% Added · +529K sh | Q1 2026 | |
| 13 | JANUS HENDERSON GROUP PLC | $347.6M | 2.3M | ▲+1.9% Added · +42K sh | Q1 2026 | |
| 14 | Cullen Capital Management, LLC | $311.3M | 2.0M | ▼−2.0% Reduced · −43K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $295.1M | 1.9M | ▲+4.7% Added · +86K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $289.6M | 1.9M | ▲+2.9% Added · +54K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $270.1M | 1.8M | ▲+828% Added · +1.6M sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $271.4M | 1.8M | ▲+205% Added · +1.2M sh | Q1 2026 | |
| 19 | UBS Group AG | $273.9M | 1.8M | ▲+32% Added · +432K sh | Q1 2026 | |
| 20 | FMR LLC | $258.6M | 1.7M | ▲+1.8% Added · +31K sh | Q1 2026 | |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $234.1M | 1.5M | ▼−15% Reduced · −276K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $216.2M | 1.4M | ▼−4.4% Reduced · −64K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $169.8M | 1.1M | ▼−17% Reduced · −231K sh | Q1 2026 | |
| 24 | Chevy Chase Trust Holdings, LLC | $160.4M | 1.0M | ▼−1.1% Reduced · −12K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $143.9M | 942K | ▲+6.1% Added · +55K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 374 funds | $218.3B |
| ALPHABET INC-CL AGOOGL | 370 funds | $143.7B |
| APPLE INCAAPL | 369 funds | $217.3B |
| AMAZON.COM INCAMZN | 369 funds | $161.8B |
| NVIDIA CORPNVDA | 366 funds | $277.3B |
| META PLATFORMS INC-CLASS AMETA | 365 funds | $87.0B |
| ELI LILLY & COLLY | 364 funds | $64.7B |
| JPMORGAN CHASE & COJPM | 363 funds | $61.4B |
| VISA INC-CLASS A SHARESV | 363 funds | $54.9B |
| CHEVRON CORPCVX | 362 funds | $32.2B |
| ALPHABET INC-CL CGOOG | 359 funds | $93.7B |
| BROADCOM INCAVGO | 358 funds | $107.0B |
Ranked by how many of NVS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NVS. 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.