403 tracked 13F filers disclose a position in R as of the latest SEC 13F filings, a combined $6.4B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $826.9M | 4.0M | ▲+1.9% Added · +75K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $562.1M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $379.9M | 1.9M | ▼~0% Reduced · −623 sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $335.6M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $332.0M | 1.6M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 6 | EARNEST PARTNERS LLC | $311.0M | 1.5M | ▼−2.7% Reduced · −42K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $205.3M | 1.0M | ▲+48% Added · +338K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $206.8M | 1.0M | ▲+82% Added · +454K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $184.1M | 899K | ▲+1.5% Added · +13K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $160.4M | 784K | ▼−0.1% Reduced · −473 sh | Q1 2026 | |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | $154.6M | 755K | ▲+8.0% Added · +56K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $152.5M | 745K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $148.6M | 732K | ▲+3.7% Added · +26K sh | Q1 2026 | |
| 14 | SEI INVESTMENTS CO | $146.1M | 714K | ▼−1.5% Reduced · −11K sh | Q1 2026 | |
| 15 | Orbis Allan Gray Ltd | $145.7M | 712K | ▼−27% Reduced · −263K sh | Q1 2026 | |
| 16 | FMR LLC | $131.8M | 644K | ▲+0.1% Added · +893 sh | Q1 2026 | |
| 17 | NORGES BANK | $111.2M | 581K | ▼−11% Reduced · −72K sh | Q4 2025 | |
| 18 | MORGAN STANLEY | $113.4M | 554K | ▲+20% Added · +92K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $108.0M | 527K | ▼~0% Reduced · −106 sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.3M | 475K | ▲+0.1% Added · +398 sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $82.5M | 403K | ▼−0.1% Reduced · −599 sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $77.0M | 376K | ▲+16% Added · +52K sh | Q1 2026 | |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | $73.1M | 357K | ▲+3.7% Added · +13K sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $64.4M | 314K | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 25 | UBS Group AG | $63.5M | 310K | ▲+12% Added · +34K 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.
Last quarter, 4 funds opened a new position in R and 19 added to an existing one, while 22 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 179 funds | $72.5B |
| ELI LILLY & COLLY | 178 funds | $18.1B |
| APPLE INCAAPL | 176 funds | $87.0B |
| AMAZON.COM INCAMZN | 176 funds | $53.1B |
| META PLATFORMS INC-CLASS AMETA | 176 funds | $30.7B |
| COSTCO WHOLESALE CORPCOST | 176 funds | $12.2B |
| MASTERCARD INC - AMA | 176 funds | $12.0B |
| NVIDIA CORPNVDA | 175 funds | $102.4B |
| ALPHABET INC-CL AGOOGL | 175 funds | $46.4B |
| BROADCOM INCAVGO | 175 funds | $37.1B |
| TESLA INCTSLA | 175 funds | $21.3B |
| BANK OF AMERICA CORPBAC | 175 funds | $7.6B |
Ranked by how many of R's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 41K | $9.1M |
| Feb 24, 2026 | SANCHEZ ROBERT E | Chair and CEO, Director | Sell (S) | 262 | $59K |
| Feb 24, 2026 | SANCHEZ ROBERT E | Chair and CEO, Director | Sell (S) | 676 | $151K |
| 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) | 7K | $1.4M |
| Feb 19, 2026 | Sensing John S. | President, Global SCS & DTS | Sell (S) | 2K | $382K |
| Feb 19, 2026 | Sensing John S. | President, Global SCS & DTS | Sell (S) | 365 | $81K |
| Feb 19, 2026 | Sensing John S. | President, Global SCS & DTS | Sell (S) | 9K | $2.1M |
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.