| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, INC. ET AL | $50.9M | 782K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $47.2M | 726K | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 3 | NEEDHAM INVESTMENT MANAGEMENT LLC | $44.1M | 678K | ▲+6.7% Added · +43K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $30.0M | 461K | ▼−11% Reduced · −57K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $29.7M | 457K | ▲+9.0% Added · +38K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 444K | ▲New +444K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $27.5M | 422K | ▼−6.7% Reduced · −30K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $15.9M | 244K | ▼−11% Reduced · −30K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $15.4M | 237K | ▲New +237K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $14.8M | 227K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 11 | GABELLI FUNDS LLC | $10.6M | 163K | ▼−0.3% Reduced · −500 sh | Q1 2026 | |
| 12 | DIAMOND HILL CAPITAL MANAGEMENT INC | $8.5M | 131K | ▼−7.4% Reduced · −10K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $6.8M | 104K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $6.5M | 100K | ▲+9.6% Added · +9K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $6.0M | 92K | ▼−6.3% Reduced · −6K sh | Q1 2026 | |
| 16 | Swiss Life Asset Management Ltd | Withheld | 88K | ▲New +88K sh | Q1 2026 | |
| 17 | Allspring Global Investments Holdings, LLC | $5.5M | 85K | ▲+17% Added · +12K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.5M | 84K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $5.3M | 81K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $5.2M | 80K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $4.6M | 71K | ▲New +71K sh | Q1 2026 | |
| 22 | NEW YORK STATE COMMON RETIREMENT FUND | $4.4M | 68K | ▲17× Added · +64K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $3.9M | 60K | ▲+23% Added · +11K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $3.8M | 58K | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 25 | TUDOR INVESTMENT CORP ET AL | $3.1M | 48K | ▼−23% Reduced · −14K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 41 funds | $10.4B |
| MICROSOFT CORPMSFT | 40 funds | $15.7B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $7.8B |
| UNITEDHEALTH GROUP INCUNH | 40 funds | $1.8B |
| APPLE INCAAPL | 39 funds | $19.3B |
| VISA INC-CLASS A SHARESV | 39 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $3.4B |
| CHEVRON CORPCVX | 39 funds | $2.6B |
| LAM RESEARCH CORPLRCX | 39 funds | $1.9B |
| CAPITAL ONE FINANCIAL CORPCOF | 39 funds | $1.8B |
| GILEAD SCIENCES INCGILD | 39 funds | $1.5B |
| AUTOMATIC DATA PROCESSINGADP | 39 funds | $774.7M |
Ranked by how many of ODC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 22, 2026 | Chube Ellen-Blair | Director | Sell (S) | 1K | $102K |
| Mar 13, 2026 | Hindsley Paul | Director | Sell (S) | 6K | $383K |
| Oct 23, 2025 | Scheland Laura G | VP & GM of Consumer Products | Sell (S) | 850 | $52K |
| Oct 22, 2025 | Scheland Laura G | VP & GM of Consumer Products | Sell (S) | 850 | $51K |
| Oct 20, 2025 | Robey Walter Wade | VP, Ag ODC; President, Amlan | Sell (S) | 4K | $238K |
| Jul 23, 2025 | Ryan Amy | Director | Sell (S) | 1K | $61K |
| Jul 21, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 3K | $154K |
| Jun 20, 2025 | Chube Ellen-Blair | Director | Sell (S) | 3K | $140K |
| Apr 21, 2025 | Chube Ellen-Blair | Director | Sell (S) | 4K | $149K |
| Jan 23, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 843 | $36K |
| Jan 23, 2025 | Ryan Amy | Director | Sell (S) | 2K | $88K |
| Jan 22, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 3K | $135K |
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/ODC/capital-change-brief"
Use Arkolith's capital_change_brief for ODC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ODC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.