Among active 13F managers last quarter, 2 opened and 24 added, while 21 reduced; the largest holder to move was Earnest Partners LLC (−2.6%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.6M in open-market trades.
The legs disagree, or only one of them leans.
508 tracked 13F filers disclose a position in R as of the latest SEC 13F filings, a combined $7.4B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $1.1B | ▼−0.4% Reduced · −18K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.6M | $695.6M | ▼−4.0% Reduced · −109K sh | Q2 2026 | |
| 3 | State Street Corp | 1.8M | $468.8M | ▼−4.2% Reduced · −79K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.7M | $443.7M | ▲+2.6% Added · +43K sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 1.6M | $332.0M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 6 | Earnest Partners LLC | 1.5M | $390.2M | ▼−2.6% Reduced · −40K sh | Q2 2026 | |
| 7 | JPMorgan Chase & Co | 1.0M | $205.3M | ▲+48% Added · +338K sh | Q1 2026 | |
| 8 | First Trust Advisors LP | 1.0M | $206.8M | ▲+82% Added · +454K sh | Q1 2026 | |
| 9 | American Century Companies Inc | 899K | $184.1M | ▲+1.5% Added · +13K sh | Q1 2026 | |
| 10 | Bank Of America Corp | 784K | $160.4M | ▼−0.1% Reduced · −473 sh | Q1 2026 | |
| 11 | AQR Capital Management LLC | 732K | $148.6M | ▲+3.7% Added · +26K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 732K | $193.0M | ▼−1.8% Reduced · −13K sh | Q2 2026 | |
| 13 | Sei Investments Co | 714K | $146.1M | ▼−1.5% Reduced · −11K sh | Q1 2026 | |
| 14 | Fuller & Thaler Asset Management, Inc. | 679K | $179.2M | ▼−10% Reduced · −76K sh | Q2 2026 | |
| 15 | Norges Bank | 581K | $111.2M | ▼−11% Reduced · −72K sh | Q4 2025 | |
| 16 | Morgan Stanley | 554K | $113.4M | ▲+20% Added · +92K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | 527K | $108.0M | ▼~0% Reduced · −106 sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 475K | $97.3M | ▲+0.1% Added · +398 sh | Q1 2026 | |
| 19 | Northern Trust Corp | 403K | $82.5M | ▼−0.1% Reduced · −599 sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 376K | $77.0M | ▲+16% Added · +52K sh | Q1 2026 | |
| 21 | Jacobs Levy Equity Management, Inc | 358K | $94.5M | ▲+0.2% Added · +839 sh | Q2 2026 | |
| 22 | Victory Capital Management Inc | 314K | $64.4M | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 23 | UBS Group AG | 310K | $63.5M | ▲+12% Added · +34K sh | Q1 2026 | |
| 24 | Orbis Allan Gray Ltd | 307K | $81.1M | ▼−57% Reduced · −404K sh | Q2 2026 | |
| 25 | Gotham Asset Management, LLC | 294K | $77.5M | ▲+16% Added · +40K sh | Q2 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, 2 funds opened a new position in R and 24 added to an existing one, while 21 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 294 funds | $245.9B |
| Nvidia CorpNVDA | 293 funds | $378.1B |
| Amazon.com IncAMZN | 289 funds | $186.7B |
| Meta Platforms Inc-Class AMETA | 285 funds | $100.9B |
| Apple IncAAPL | 284 funds | $277.0B |
| Eli Lilly & CoLLY | 282 funds | $77.8B |
| Alphabet Inc-CL AGOOGL | 280 funds | $165.7B |
| Broadcom IncAVGO | 280 funds | $154.3B |
| JPMorgan Chase & CoJPM | 278 funds | $59.6B |
| Visa Inc-Class A SharesV | 271 funds | $56.1B |
| Costco Wholesale CorpCOST | 271 funds | $34.8B |
| Alphabet Inc-CL CGOOG | 270 funds | $125.4B |
Ranked by how many of R's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in R.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Fatovic Robert D | EVP, CLO & Corp. Secretary | Sell (S) | 5K | $1.2M |
| May 28, 2026 | Hodes Sanford J. | SVP, C Procur Of, Corp Dev Of | Sell (S) | 595 | $150K |
| May 4, 2026 | Nieto Luis P Jr | Director | Sell (S) | 720 | $170K |
| Feb 25, 2026 | Diez John J. | President and COO | Sell (S) | 10K | $2.1M |
| Feb 24, 2026 | Sanchez Robert E | Chair and CEO, Director | Sell (S) 3 lots, same day | 42K | $9.3M |
| Feb 20, 2026 | Fatovic Robert D | EVP, CLO & Corp. Secretary | Sell (S) | 12K | $2.6M |
| Feb 19, 2026 | Sensing John S. | President, Global SCS & DTS | Sell (S) 8 lots, same day | 30K | $6.6M |
| Feb 19, 2026 | Ravindran Rajeev | EVP & CIO | Sell (S) 2 lots, same day | 3K | $597K |
| Feb 18, 2026 | Havens Thomas M. | President, Global FMS | Sell (S) 2 lots, same day | 13K | $2.8M |
| Feb 17, 2026 | Fatovic Robert D | EVP, CLO & Corp. Secretary | Sell (S) 2 lots, same day | 10K | $2.2M |
| Feb 17, 2026 | Hodes Sanford J. | SVP, C Procur Of, Corp Dev Of | Sell (S) 3 lots, same day | 11K | $2.2M |
| Feb 13, 2026 | Ravindran Rajeev | EVP & CIO | Sell (S) 2 lots, same day | 14K | $3.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 47 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for R
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/R/capital-change-brief"
Use Arkolith's capital_change_brief for R. 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 R. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.