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/ODFL/capital-change-brief"
Use Arkolith's capital_change_brief for ODFL. 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. | $2.9B | 14.9M | ▲+2.0% Added · +300K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.4B | 12.3M | ▼−13% Reduced · −1.9M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.4B | 12.1M | ▲New +12.1M sh | Q1 2026 | |
| 4 | FMR LLC | $2.3B | 11.7M | ▲+70% Added · +4.8M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $1.5B | 7.8M | ▲+1.1% Added · +88K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $992.7M | 5.1M | ▲+2.0% Added · +98K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $829.8M | 4.2M | ▼−10% Reduced · −479K sh | Q1 2026 | |
| 9 | Boston Partners | $780.3M | 4.0M | ▼−3.2% Reduced · −131K sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 3.6M | ▼−2.8% Reduced · −102K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $650.9M | 3.3M | ▲+32% Added · +816K sh | Q1 2026 | |
| 12 | CIBC Bancorp USA Inc. | $628.1M | 3.2M | ▲96× Added · +3.2M sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $597.8M | 3.1M | ▼−7.7% Reduced · −256K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $595.7M | 3.0M | ▲+67% Added · +1.2M sh | Q1 2026 | |
| 15 | NORGES BANK | $445.0M | 2.8M | ▲+24% Added · +546K sh | Q4 2025 | |
| 16 | JPMORGAN CHASE & CO | $515.6M | 2.7M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 17 | PARNASSUS INVESTMENTS, LLC | $376.9M | 1.9M | ▲+403% Added · +1.5M sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $337.1M | 1.7M | ▲+1.5% Added · +26K sh | Q1 2026 | |
| 19 | Clearbridge Investments, LLC | $279.3M | 1.4M | ▲+0.8% Added · +12K sh | Q1 2026 | |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | $254.7M | 1.3M | ▲235× Added · +1.3M sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $247.2M | 1.3M | ▲+7.8% Added · +92K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $237.0M | 1.2M | ▲+3.9% Added · +46K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $215.8M | 1.1M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 24 | Life Cycle Investment Partners Ltd | $215.6M | 1.1M | ▼−8.3% Reduced · −100K sh | Q1 2026 | |
| 25 | TD ASSET MANAGEMENT INC | $205.3M | 1.1M | ▼−12% Reduced · −143K 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 27, 2026 | CONGDON DAVID S | Executive Chairman, Director | Gift (G) | 296K | $0 |
| May 20, 2026 | CONGDON JOHN R JR | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Aaholm Sherry A | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Gabosch Bradley R | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Gantt Greg C | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | MILLER CHERYL | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Smith Albert Randolph II | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Stallings Wendy T. | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Stith Thomas A. III | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Kasarda John D. | Director | Grant (A) | 859 | $0 |
| May 20, 2026 | Davis Andrew Stephen | Director | Grant (A) | 859 | $0 |
| May 19, 2026 | CONGDON DAVID S | Executive Chairman, Director | Gift (G) | 74K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 305 funds | $285.6B |
| MICROSOFT CORPMSFT | 305 funds | $264.7B |
| AMAZON.COM INCAMZN | 305 funds | $201.0B |
| VISA INC-CLASS A SHARESV | 304 funds | $59.4B |
| NVIDIA CORPNVDA | 301 funds | $373.2B |
| META PLATFORMS INC-CLASS AMETA | 301 funds | $115.4B |
| ALPHABET INC-CL AGOOGL | 300 funds | $163.8B |
| HOME DEPOT INCHD | 299 funds | $30.4B |
| BROADCOM INCAVGO | 297 funds | $142.2B |
| ALPHABET INC-CL CGOOG | 297 funds | $122.8B |
| JPMORGAN CHASE & COJPM | 296 funds | $67.2B |
| COSTCO WHOLESALE CORPCOST | 296 funds | $39.9B |
Ranked by how many of ODFL'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 ODFL. 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.