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/PH/capital-change-brief"
Use Arkolith's capital_change_brief for PH. 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. | $9.0B | 10.0M | ▲+4.3% Added · +410K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $8.4B | 9.3M | ▼−1.0% Reduced · −98K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $7.3B | 8.2M | ▲New +8.2M sh | Q1 2026 | |
| 4 | Procyon Advisors, LLC | Withheld | 5.1M | ▼~0% Reduced · −133 sh | Q2 2026 | |
| 5 | FMR LLC | $3.6B | 4.0M | ▼−0.5% Reduced · −20K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $3.1B | 3.5M | ▼−11% Reduced · −443K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $2.6B | 2.9M | ▲+5.3% Added · +147K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $2.3B | 2.6M | ▲+20% Added · +421K sh | Q1 2026 | |
| 9 | Aristotle Capital Management, LLC | $1.9B | 2.1M | ▼−22% Reduced · −593K sh | Q1 2026 | |
| 10 | NORGES BANK | $1.8B | 2.0M | ▲+3.2% Added · +62K sh | Q4 2025 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.7B | 1.9M | ▼−28% Reduced · −755K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $1.6B | 1.8M | ▼−16% Reduced · −352K sh | Q1 2026 | |
| 14 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $1.4B | 1.6M | ▼−10% Reduced · −176K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4B | 1.6M | ▼−0.9% Reduced · −14K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $1.1B | 1.2M | ▼−1.9% Reduced · −24K sh | Q1 2026 | |
| 17 | FRANKLIN RESOURCES INC | $1.0B | 1.2M | ▼−3.1% Reduced · −37K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $986.3M | 1.1M | ▼−19% Reduced · −266K sh | Q1 2026 | |
| 19 | UBS Group AG | $950.7M | 1.1M | ▲+8.1% Added · +79K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $946.4M | 1.1M | ▼−3.3% Reduced · −37K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $902.2M | 1.0M | ▲+12% Added · +110K sh | Q1 2026 | |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | $879.9M | 983K | ▲+11% Added · +100K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $801.7M | 931K | ▲+43% Added · +279K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $796.8M | 890K | ▲+2.1% Added · +18K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $786.5M | 879K | ▼−0.2% Reduced · −2K 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 |
|---|---|---|---|---|---|
| Apr 22, 2026 | Reidy Jay | VP & Pres.-Aerospace Grp. | Tax withholding (F) | 1K | $1.4M |
| Apr 22, 2026 | Reidy Jay | VP & Pres.-Aerospace Grp. | Grant (A) | 4K | $0 |
| Apr 22, 2026 | Ross Andrew D | President & COO | Tax withholding (F) | 4K | $4.1M |
| Apr 22, 2026 | Ross Andrew D | President & COO | Grant (A) | 10K | $0 |
| Apr 22, 2026 | Parmentier Jennifer A | Chief Executive Officer, Director | Tax withholding (F) | 13K | $12.4M |
| Apr 22, 2026 | Parmentier Jennifer A | Chief Executive Officer, Director | Grant (A) | 30K | $0 |
| Apr 22, 2026 | Scott Patrick | VP & Pres. - Fluid Conn. | Tax withholding (F) | 2K | $1.6M |
| Apr 22, 2026 | Scott Patrick | VP & Pres. - Fluid Conn. | Grant (A) | 4K | $0 |
| Apr 22, 2026 | Parel Dinu J | VP - Chief Digital & Info Off. | Tax withholding (F) | 2K | $1.9M |
| Apr 22, 2026 | Parel Dinu J | VP - Chief Digital & Info Off. | Grant (A) | 4K | $0 |
| Apr 22, 2026 | Leombruno Todd M. | EVP & CFO | Tax withholding (F) | 4K | $3.5M |
| Apr 22, 2026 | Leombruno Todd M. | EVP & CFO | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 517 funds | $319.1B |
| NVIDIA CORPNVDA | 510 funds | $443.3B |
| META PLATFORMS INC-CLASS AMETA | 510 funds | $139.1B |
| AMAZON.COM INCAMZN | 509 funds | $244.5B |
| ALPHABET INC-CL AGOOGL | 508 funds | $215.3B |
| APPLE INCAAPL | 505 funds | $339.7B |
| BROADCOM INCAVGO | 504 funds | $170.3B |
| VISA INC-CLASS A SHARESV | 500 funds | $74.2B |
| ELI LILLY & COLLY | 496 funds | $89.3B |
| JPMORGAN CHASE & COJPM | 496 funds | $88.1B |
| COSTCO WHOLESALE CORPCOST | 492 funds | $50.4B |
| MASTERCARD INC - AMA | 487 funds | $63.5B |
Ranked by how many of PH'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 PH. 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.