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/PNW/capital-change-brief"
Use Arkolith's capital_change_brief for PNW. 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. | $1.2B | 11.8M | ▼−0.3% Reduced · −33K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $786.0M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $705.3M | 7.0M | ▲+4.7% Added · +317K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $696.3M | 6.9M | ▼−0.4% Reduced · −30K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $603.3M | 6.0M | ▲New +6.0M sh | Q1 2026 | |
| 6 | ATLAS Infrastructure Partners (UK) Ltd. | $511.2M | 5.1M | ▲+14% Added · +613K sh | Q1 2026 | |
| 7 | Soroban Capital Partners LP | $388.4M | 3.9M | ▲+34% Added · +977K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $315.2M | 3.1M | ▲+1.2% Added · +38K sh | Q1 2026 | |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $286.6M | 2.8M | ▼−1.9% Reduced · −56K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $220.5M | 2.2M | ▲+67% Added · +879K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $207.6M | 2.1M | ▲+9.2% Added · +173K sh | Q1 2026 | |
| 12 | NORGES BANK | $140.5M | 1.6M | ▲+24% Added · +305K sh | Q4 2025 | |
| 13 | GOLDMAN SACHS GROUP INC | $158.0M | 1.6M | ▲+134% Added · +899K sh | Q1 2026 | |
| 14 | Pictet Asset Management Holding SA | $142.8M | 1.4M | ▼−6.5% Reduced · −99K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $135.6M | 1.3M | ▲+2.1% Added · +27K sh | Q1 2026 | |
| 16 | Squarepoint Ops LLC | $123.7M | 1.2M | ▲+11% Added · +121K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $115.6M | 1.1M | ▲+2.6% Added · +30K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $109.9M | 1.1M | ▲+13% Added · +122K sh | Q1 2026 | |
| 19 | REAVES W H & CO INC | $108.6M | 1.1M | ▼−37% Reduced · −642K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $108.4M | 1.1M | ▲~0% Added · +124 sh | Q1 2026 | |
| 21 | Nuveen, LLC | $99.1M | 984K | ▲+19% Added · +160K sh | Q1 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $99.0M | 983K | ▼−28% Reduced · −389K sh | Q1 2026 | |
| 23 | UBS Group AG | $97.3M | 966K | ▲+128% Added · +542K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $96.2M | 954K | ▲+3.6% Added · +33K sh | Q1 2026 | |
| 25 | Empower Advisory Group, LLC | $89.4M | 888K | ▲+2.9% Added · +25K 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 14, 2026 | Sims Paula J | Director | Grant (A) | 2K | $166K |
| May 14, 2026 | SPENCE WILLIAM H | Director | Grant (A) | 2K | $166K |
| May 14, 2026 | Svinicki Kristine L | Director | Grant (A) | 2K | — |
| May 14, 2026 | de la Melena Gonzalo A Jr | Director | Grant (A) | 2K | — |
| May 14, 2026 | TREVATHAN JAMES E JR | Director | Grant (A) | 2K | — |
| May 14, 2026 | EICHER CAROL S | Director | Grant (A) | 2K | — |
| May 14, 2026 | BRYAN GLYNIS | Director | Grant (A) | 2K | — |
| May 14, 2026 | Butler Ronald Jr | Director | Grant (A) | 2K | — |
| May 14, 2026 | Flanagan Susan T. | Director | Grant (A) | 2K | — |
| May 13, 2026 | Tetlow Jacob | Insider | Sell (S) | 7K | $646K |
| May 13, 2026 | Tetlow Jacob | Insider | Sell (S) | 41 | $4K |
| Mar 18, 2026 | Baum Shirley A | SVP and GC | Disposed to issuer (D) | 327 | $33K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 217 funds | $235.8B |
| AMAZON.COM INCAMZN | 215 funds | $181.1B |
| ALPHABET INC-CL AGOOGL | 215 funds | $143.3B |
| META PLATFORMS INC-CLASS AMETA | 215 funds | $96.4B |
| JPMORGAN CHASE & COJPM | 214 funds | $56.7B |
| APPLE INCAAPL | 213 funds | $251.5B |
| ELI LILLY & COLLY | 213 funds | $65.1B |
| VISA INC-CLASS A SHARESV | 212 funds | $47.9B |
| NVIDIA CORPNVDA | 211 funds | $327.2B |
| CHEVRON CORPCVX | 211 funds | $28.5B |
| ALPHABET INC-CL CGOOG | 210 funds | $107.8B |
| COSTCO WHOLESALE CORPCOST | 210 funds | $38.4B |
Ranked by how many of PNW'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 PNW. 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.