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/ROK/capital-change-brief"
Use Arkolith's capital_change_brief for ROK. 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. | $4.3B | 11.9M | ▲+14% Added · +1.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.6B | 7.3M | ▲New +7.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.8B | 5.1M | ▲+1.2% Added · +62K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 3.1M | ▲+4.6% Added · +133K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1.0B | 2.8M | ▼−3.4% Reduced · −98K sh | Q1 2026 | |
| 7 | UBS Group AG | $782.4M | 2.2M | ▲+34% Added · +553K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $689.9M | 1.9M | ▼−8.9% Reduced · −188K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $665.1M | 1.9M | ▲+203% Added · +1.3M sh | Q1 2026 | |
| 10 | NORGES BANK | $615.6M | 1.6M | ▲+43% Added · +473K sh | Q4 2025 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $553.5M | 1.5M | ▼−0.1% Reduced · −923 sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $509.2M | 1.4M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $489.9M | 1.4M | ▼−7.0% Reduced · −103K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $412.2M | 1.1M | ▲+6.1% Added · +66K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $375.7M | 1.0M | ▼−15% Reduced · −181K sh | Q1 2026 | |
| 16 | Amundi | $358.3M | 998K | ▲+13% Added · +118K sh | Q1 2026 | |
| 17 | Sumitomo Mitsui Trust Group, Inc. | $352.4M | 982K | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 18 | NORDEA INVESTMENT MANAGEMENT AB | $343.0M | 975K | ▲+31% Added · +230K sh | Q1 2026 | |
| 19 | Fisher Asset Management, LLC | $332.7M | 927K | ▲+8.1% Added · +70K sh | Q1 2026 | |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $324.5M | 904K | ▲+14% Added · +108K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $292.5M | 815K | ▲+11% Added · +81K sh | Q1 2026 | |
| 22 | Holocene Advisors, LP | $282.7M | 788K | ▼−15% Reduced · −138K sh | Q1 2026 | |
| 23 | VICTORY CAPITAL MANAGEMENT INC | $271.8M | 757K | ▼−22% Reduced · −208K sh | Q1 2026 | |
| 24 | LAZARD ASSET MANAGEMENT LLC | $271.5M | 756K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $254.0M | 708K | ▲+3.0% Added · +21K 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 16, 2026 | Riesterer Terry L. | Vice President and Controller | Option exercise (M) | 849 | $0 |
| Jul 16, 2026 | Riesterer Terry L. | Vice President and Controller | Sell (S) | 281 | $127K |
| Jul 16, 2026 | Riesterer Terry L. | Vice President and Controller | Option exercise (M) | 849 | $0 |
| Jul 1, 2026 | Gipson William P | Director | Grant (A) | 69 | $0 |
| Jun 4, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell (S) | 377 | $174K |
| Jun 2, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell (S) | 218 | $99K |
| Jun 1, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Option exercise (M) | 595 | $0 |
| Jun 1, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Option exercise (M) | 595 | $0 |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Option exercise (M) | 700 | $95K |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Sell (S) | 700 | $298K |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Sell (S) | 354 | $151K |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Option exercise (M) | 700 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 437 funds | $308.5B |
| NVIDIA CORPNVDA | 435 funds | $422.0B |
| APPLE INCAAPL | 434 funds | $331.8B |
| AMAZON.COM INCAMZN | 433 funds | $232.5B |
| ALPHABET INC-CL AGOOGL | 431 funds | $202.5B |
| ELI LILLY & COLLY | 430 funds | $97.7B |
| META PLATFORMS INC-CLASS AMETA | 429 funds | $123.0B |
| BROADCOM INCAVGO | 428 funds | $166.8B |
| VISA INC-CLASS A SHARESV | 427 funds | $69.0B |
| JPMORGAN CHASE & COJPM | 424 funds | $78.9B |
| COSTCO WHOLESALE CORPCOST | 420 funds | $49.3B |
| HOME DEPOT INCHD | 420 funds | $36.2B |
Ranked by how many of ROK'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 ROK. 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.