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/NYT/capital-change-brief"
Use Arkolith's capital_change_brief for NYT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $1.3B | 15.1M | ▲+199% Added · +10.1M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.3B | 15.1M | ▲+1.3% Added · +197K sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 9.4M | ▼−11% Reduced · −1.1M sh | Q1 2026 | |
| 4 | Linonia Partnership LP | $756.4M | 9.0M | ▲New +9.0M sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $683.6M | 8.2M | ▲+31% Added · +1.9M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $643.1M | 7.7M | ▲New +7.7M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $584.5M | 7.0M | ▲New +7.0M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $428.5M | 5.1M | ▲+1.8% Added · +90K sh | Q1 2026 | |
| 9 | Darsana Capital Partners LP | $421.9M | 5.0M | ▼−34% Reduced · −2.6M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $358.5M | 4.3M | ▲+9.0% Added · +353K sh | Q1 2026 | |
| 11 | BAILLIE GIFFORD & CO | $243.8M | 2.9M | ▼−3.8% Reduced · −114K sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $230.8M | 2.8M | ▲+20% Added · +466K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $226.2M | 2.7M | ▼−3.8% Reduced · −107K sh | Q1 2026 | |
| 14 | Route One Investment Company, L.P. | $205.9M | 2.5M | ▼−21% Reduced · −647K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $193.3M | 2.3M | ▲+19% Added · +370K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $177.6M | 2.1M | ▲+11% Added · +211K sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $177.1M | 2.1M | ▼−8.7% Reduced · −202K sh | Q1 2026 | |
| 18 | FRANKLIN RESOURCES INC | $161.4M | 1.9M | ▼−11% Reduced · −239K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.8M | 1.9M | ▲+3.2% Added · +59K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $135.0M | 1.6M | ▼−4.4% Reduced · −75K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $134.4M | 1.6M | ▲+3.2% Added · +49K sh | Q1 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $131.5M | 1.6M | ▲+0.9% Added · +14K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $126.6M | 1.5M | ▲+3.0% Added · +44K sh | Q1 2026 | |
| 24 | ABRAMS BISON INVESTMENTS, LLC | $118.6M | 1.4M | —Held | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $115.7M | 1.4M | ▲+9.6% Added · +121K 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 |
|---|---|---|---|---|---|
| Jun 3, 2026 | Welch Jacqueline M | EVP and CHRO | Sell (S) | 4K | $297K |
| May 12, 2026 | Bardeen William | EVP, Chief Financial Officer | Sell (S) | 4K | $321K |
| May 12, 2026 | KOPIT LEVIEN MEREDITH A. | PRESIDENT & CEO, Director | Sell (S) | 10K | $761K |
| Apr 22, 2026 | Bhutani Amanpal Singh | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | Bronstein Manuel | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | Brooke Beth A. | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | Glaser Rachel C | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | MCANDREWS BRIAN P | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | MCANDREWS BRIAN P | Director | Grant (A) | 165 | — |
| Apr 22, 2026 | ROGERS JOHN W JR | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | VAN DYCK REBECCA | Director | Grant (A) | 2K | $0 |
| Apr 22, 2026 | Subramanian Anuradha B. | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 193 funds | $223.7B |
| NVIDIA CORPNVDA | 191 funds | $320.7B |
| APPLE INCAAPL | 190 funds | $293.3B |
| AMAZON.COM INCAMZN | 190 funds | $168.7B |
| ALPHABET INC-CL AGOOGL | 190 funds | $153.9B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $94.2B |
| ALPHABET INC-CL CGOOG | 188 funds | $100.0B |
| VISA INC-CLASS A SHARESV | 187 funds | $49.1B |
| MASTERCARD INC - AMA | 186 funds | $45.2B |
| BROADCOM INCAVGO | 185 funds | $121.7B |
| ELI LILLY & COLLY | 184 funds | $59.6B |
| JPMORGAN CHASE & COJPM | 184 funds | $56.2B |
Ranked by how many of NYT'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 NYT. 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.