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/QXO/capital-change-brief"
Use Arkolith's capital_change_brief for QXO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $1.4B | 74.6M | ▲+11% Added · +7.5M sh | Q1 2026 | |
| 2 | Orbis Allan Gray Ltd | $1.4B | 74.0M | ▼−13% Reduced · −11.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $548.4M | 28.2M | ▲New +28.2M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $498.3M | 25.7M | ▲New +25.7M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $491.0M | 25.3M | ▲+9.4% Added · +2.2M sh | Q1 2026 | |
| 6 | MFN Partners Management, LP | $455.5M | 23.5M | ▼−23% Reduced · −6.8M sh | Q1 2026 | |
| 7 | FRED ALGER MANAGEMENT, LLC | $435.1M | 22.4M | ▲+41% Added · +6.5M sh | Q1 2026 | |
| 8 | UBS Group AG | $295.6M | 15.2M | ▲+206% Added · +10.2M sh | Q1 2026 | |
| 9 | Finepoint Capital LP | $269.1M | 13.9M | ▼−35% Reduced · −7.3M sh | Q1 2026 | |
| 10 | BAILLIE GIFFORD & CO | $264.6M | 13.6M | ▼−7.5% Reduced · −1.1M sh | Q1 2026 | |
| 11 | HRTG GPE, LLC | $258.7M | 13.3M | —Held | Q1 2026 | |
| 12 | Consulta Ltd | $213.6M | 11.0M | ▲+10% Added · +1.0M sh | Q1 2026 | |
| 13 | Maniro Ltd | $212.5M | 10.9M | —Held | Q1 2026 | |
| 14 | MTCO Ltd. | $189.1M | 10.9M | —Held | Q2 2026 | |
| 15 | STATE STREET CORP | $198.1M | 10.2M | ▲+5.9% Added · +571K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $182.7M | 9.4M | ▲+7.1% Added · +626K sh | Q1 2026 | |
| 17 | Hood River Capital Management LLC | $158.0M | 8.1M | ▲+1.0% Added · +83K sh | Q1 2026 | |
| 18 | NORGES BANK | $140.4M | 7.3M | ▲New +7.3M sh | Q4 2025 | |
| 19 | Patient Capital Management, LLC | $131.6M | 6.8M | ▲+4.8% Added · +310K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | Withheld | 6.5M | ▲+0.3% Added · +22K sh | Q1 2026 | |
| 21 | GILDER GAGNON HOWE & CO LLC | $116.3M | 6.0M | ▼−3.8% Reduced · −237K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $100.0M | 5.2M | ▲+337% Added · +4.0M sh | Q1 2026 | |
| 23 | Impax Asset Management Group plc | $91.5M | 4.7M | ▲+275% Added · +3.5M sh | Q1 2026 | |
| 24 | Forest Avenue Capital Management LP | $89.8M | 4.6M | ▲+24% Added · +888K sh | Q1 2026 | |
| 25 | FMR LLC | $89.2M | 4.6M | ▲+51% Added · +1.6M 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 |
|---|---|---|---|---|---|
| Jul 15, 2026 | OTERO MADELINE | Interim CAO | Grant (A) | 33K | $0 |
| Jul 15, 2026 | Covington Alec C | Director | Grant (A) | 10K | $0 |
| Jul 1, 2026 | Covington Alec C | Director | Grant (A) | 150K | — |
| Jul 1, 2026 | Covington Alec C | Director | Grant (A) | 3K | — |
| May 5, 2026 | Kissel Mary E. | Director | Option exercise (M) | 12K | $0 |
| May 5, 2026 | Kissel Mary E. | Director | Grant (A) | 9K | $0 |
| May 5, 2026 | Kissel Mary E. | Director | Option exercise (M) | 12K | $0 |
| May 5, 2026 | Landry Allison | Director | Option exercise (M) | 12K | $0 |
| May 5, 2026 | Landry Allison | Director | Grant (A) | 9K | $0 |
| May 5, 2026 | Landry Allison | Director | Option exercise (M) | 12K | $0 |
| May 5, 2026 | Kushner Jared Corey | Director | Grant (A) | 9K | $0 |
| May 5, 2026 | Kushner Jared Corey | Director | Option exercise (M) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 169 funds | $87.6B |
| MICROSOFT CORPMSFT | 169 funds | $62.5B |
| ALPHABET INC-CL AGOOGL | 168 funds | $41.8B |
| AMAZON.COM INCAMZN | 166 funds | $46.6B |
| META PLATFORMS INC-CLASS AMETA | 165 funds | $29.0B |
| BROADCOM INCAVGO | 163 funds | $33.0B |
| JPMORGAN CHASE & COJPM | 162 funds | $22.1B |
| TESLA INCTSLA | 162 funds | $17.4B |
| ELI LILLY & COLLY | 162 funds | $16.4B |
| APPLE INCAAPL | 160 funds | $73.9B |
| MASTERCARD INC - AMA | 160 funds | $11.0B |
| MICRON TECHNOLOGY INCMU | 160 funds | $9.9B |
Ranked by how many of QXO'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 QXO. 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.