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/ORI/capital-change-brief"
Use Arkolith's capital_change_brief for ORI. 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. | $1.0B | 26.3M | ▼−3.2% Reduced · −870K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $488.4M | 12.2M | ▲+3.3% Added · +389K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $479.5M | 12.0M | ▲New +12.0M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $402.4M | 10.1M | ▲+0.3% Added · +32K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $397.1M | 10.0M | ▲New +10.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $307.0M | 7.7M | ▲+84% Added · +3.5M sh | Q1 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $276.5M | 6.9M | ▼−13% Reduced · −1.1M sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $275.4M | 6.9M | ▲+302% Added · +5.2M sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $268.2M | 6.7M | ▲+0.9% Added · +60K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $230.8M | 5.8M | ▼−22% Reduced · −1.6M sh | Q1 2026 | |
| 11 | Hamlin Capital Management, LLC | $190.9M | 4.7M | ▼−1.6% Reduced · −74K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $124.8M | 3.1M | ▼−3.3% Reduced · −108K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $123.3M | 3.1M | ▲+18% Added · +474K sh | Q1 2026 | |
| 14 | NORGES BANK | $134.6M | 2.9M | ▼−1.4% Reduced · −44K sh | Q4 2025 | |
| 15 | FIRST TRUST ADVISORS LP | $112.7M | 2.8M | ▲+19% Added · +441K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $108.2M | 2.7M | ▲+6.8% Added · +172K sh | Q1 2026 | |
| 17 | MILLER HOWARD INVESTMENTS INC /NY | $66.2M | 1.7M | ▼−17% Reduced · −337K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $64.9M | 1.6M | ▲+4.3% Added · +68K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $56.3M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 20 | Quantinno Capital Management LP | $46.9M | 1.2M | ▲+31% Added · +281K sh | Q1 2026 | |
| 21 | TCTC Holdings, LLC | $39.1M | 979K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 22 | M&T BANK CORP | $36.9M | 925K | ▼−7.1% Reduced · −71K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $35.6M | 892K | ▼−6.2% Reduced · −59K sh | Q1 2026 | |
| 24 | Gotham Asset Management, LLC | $35.4M | 888K | ▼−18% Reduced · −192K sh | Q1 2026 | |
| 25 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $31.4M | 786K | ▼−2.6% Reduced · −21K 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 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Option exercise (M) | 19K | $0 |
| May 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Option exercise (M) | 30K | $0 |
| May 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Sell (S) | 13K | $517K |
| May 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Tax withholding (F) | 36K | $1.4M |
| May 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Option exercise (M) | 19K | $479K |
| May 12, 2026 | MONROE CAROLYN | SVP - Title Insurance | Option exercise (M) | 30K | $595K |
| May 1, 2026 | Risch Therace | Director | Buy (P) | 300 | $12K |
| Mar 16, 2026 | Smiddy Craig R | President & CEO, Director | Tax withholding (F) | 12K | $467K |
| Mar 16, 2026 | Sodaro Frank Joseph | Sr. VP. & CFO | Tax withholding (F) | 2K | $98K |
| Mar 16, 2026 | DARE THOMAS | SrVP Secretary General Counsel | Tax withholding (F) | 3K | $107K |
| Mar 16, 2026 | GRAY WILLIAM T | Executive VP & Treasurer | Tax withholding (F) | 2K | $82K |
| Mar 16, 2026 | LANGE JEFFREY | SVPUnderwriting & Distribution | Tax withholding (F) | 2K | $88K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 194 funds | $205.5B |
| JPMORGAN CHASE & COJPM | 193 funds | $50.0B |
| APPLE INCAAPL | 191 funds | $225.8B |
| AMAZON.COM INCAMZN | 189 funds | $153.4B |
| ALPHABET INC-CL AGOOGL | 188 funds | $125.4B |
| VISA INC-CLASS A SHARESV | 188 funds | $40.8B |
| META PLATFORMS INC-CLASS AMETA | 187 funds | $86.9B |
| ELI LILLY & COLLY | 187 funds | $58.1B |
| BROADCOM INCAVGO | 186 funds | $114.2B |
| JOHNSON & JOHNSONJNJ | 186 funds | $39.6B |
| COSTCO WHOLESALE CORPCOST | 186 funds | $31.7B |
| MICRON TECHNOLOGY INCMU | 186 funds | $27.9B |
Ranked by how many of ORI'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 ORI. 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.