396 tracked 13F filers disclose a position in OLLI as of the latest SEC 13F filings, a combined $5.8B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $622.7M | 6.8M | ▼−8.1% Reduced · −596K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $516.1M | 5.6M | ▲+2.4% Added · +130K sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $335.4M | 4.4M | ▲+46% Added · +1.4M sh | Q2 2026 | |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $302.7M | 3.3M | ▼−10% Reduced · −385K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $253.5M | 2.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $233.6M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $223.4M | 2.4M | ▲+42% Added · +720K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $152.8M | 2.0M | ▲+4.1% Added · +78K sh | Q2 2026 | |
| 9 | UBS Group AG | $153.1M | 1.7M | ▲+132% Added · +947K sh | Q1 2026 | |
| 10 | Summit Trail Advisors, LLC | $124.0M | 1.6M | ▲+0.7% Added · +11K sh | Q2 2026 | |
| 11 | Stephens Investment Management Group LLC | $106.5M | 1.4M | ▲+23% Added · +259K sh | Q2 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $117.1M | 1.3M | ▲+6.1% Added · +73K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $93.6M | 1.2M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 14 | Point72 Asset Management, L.P. | $96.0M | 1.0M | ▲Added Added · +1.0M sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $94.8M | 1.0M | ▲+226% Added · +718K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $93.9M | 1.0M | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 17 | CONGRESS ASSET MANAGEMENT CO | $79.9M | 868K | ▼−1.3% Reduced · −11K sh | Q1 2026 | |
| 18 | NORGES BANK | $85.8M | 783K | ▲+23% Added · +149K sh | Q4 2025 | |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | $59.3M | 771K | ▼−20% Reduced · −194K sh | Q2 2026 | |
| 20 | Hood River Capital Management LLC | $57.1M | 742K | ▼−15% Reduced · −132K sh | Q2 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.4M | 732K | ▲+5.0% Added · +35K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $65.0M | 706K | ▲+1.3% Added · +9K sh | Q1 2026 | |
| 23 | Life Cycle Investment Partners Ltd | $47.9M | 624K | ▲+147% Added · +371K sh | Q2 2026 | |
| 24 | Woodline Partners LP | $55.9M | 607K | ▲+18% Added · +92K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $54.7M | 595K | ▲+159% Added · +365K 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.
Last quarter, 4 funds opened a new position in OLLI and 41 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 225 funds | $195.3B |
| MICROSOFT CORPMSFT | 224 funds | $255.0B |
| ALPHABET INC-CL AGOOGL | 220 funds | $159.8B |
| META PLATFORMS INC-CLASS AMETA | 219 funds | $107.0B |
| NVIDIA CORPNVDA | 217 funds | $367.9B |
| BROADCOM INCAVGO | 214 funds | $145.2B |
| VISA INC-CLASS A SHARESV | 213 funds | $60.8B |
| ELI LILLY & COLLY | 212 funds | $78.9B |
| JPMORGAN CHASE & COJPM | 210 funds | $58.3B |
| APPLE INCAAPL | 209 funds | $271.9B |
| COSTCO WHOLESALE CORPCOST | 208 funds | $33.8B |
| MASTERCARD INC - AMA | 206 funds | $50.3B |
Ranked by how many of OLLI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 7, 2026 | SWYGERT JOHN W | Executive Chairman, Director | Sell (S) | 3K | $319K |
| Mar 31, 2026 | SWYGERT JOHN W | Executive Chairman, Director | Sell (S) | 5K | $482K |
| Mar 27, 2026 | SWYGERT JOHN W | Executive Chairman, Director | Sell (S) | 4K | $348K |
| Feb 9, 2026 | SWYGERT JOHN W | Executive Chairman, Director | Sell (S) | 1K | $126K |
| Dec 23, 2025 | Ahlman Alissa M | Director | Sell (S) | 29 | $3K |
| Oct 23, 2025 | Helm Robert F | EVP/CFO | Sell (S) | 367 | $44K |
| Oct 20, 2025 | Comitale James J | SVP, General Counsel | Sell (S) | 2K | $223K |
| Oct 17, 2025 | Helm Robert F | EVP/CFO | Sell (S) | 1K | $184K |
| Oct 13, 2025 | Kraus Larry | SVP, CIO | Sell (S) | 3K | $382K |
| Oct 13, 2025 | Kraus Larry | SVP, CIO | Sell (S) | 1K | $189K |
| Oct 13, 2025 | Kraus Larry | SVP, CIO | Sell (S) | 5K | $591K |
| Oct 6, 2025 | Kraus Larry | SVP, CIO | Sell (S) | 100 | $13K |
Connected entities for OLLI
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/OLLI/capital-change-brief"
Use Arkolith's capital_change_brief for OLLI. 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 OLLI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.