| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $177.5M | 770K | ▲+6.2% Added · +45K sh | Q1 2026 | |
| 2 | AQR CAPITAL MANAGEMENT LLC | $150.2M | 652K | ▲+48% Added · +212K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $146.2M | 634K | ▲New +634K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $78.5M | 341K | ▲New +341K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $66.4M | 288K | ▲+50% Added · +96K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $63.0M | 274K | ▲+6.0% Added · +16K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $58.8M | 255K | ▲+0.3% Added · +898 sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $56.5M | 245K | ▼−9.7% Reduced · −26K sh | Q1 2026 | |
| 9 | Quantinno Capital Management LP | $53.1M | 231K | ▲+155% Added · +140K sh | Q1 2026 | |
| 10 | UBS Group AG | $50.4M | 219K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 11 | FMR LLC | $45.0M | 195K | ▼−46% Reduced · −166K sh | Q1 2026 | |
| 12 | Gotham Asset Management, LLC | $39.2M | 170K | ▼−32% Reduced · −79K sh | Q1 2026 | |
| 13 | Global Alpha Capital Management Ltd. | $34.0M | 148K | ▲+20% Added · +24K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $33.4M | 145K | ▲+160% Added · +89K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $32.8M | 142K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $31.0M | 135K | ▲+18% Added · +20K sh | Q1 2026 | |
| 17 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $27.3M | 118K | ▼−20% Reduced · −30K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $25.6M | 111K | ▼−16% Reduced · −22K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.6M | 107K | ▲+8.3% Added · +8K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $22.3M | 97K | ▲+70% Added · +40K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $21.6M | 94K | ▲+13% Added · +11K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $21.1M | 92K | ▲+0.7% Added · +626 sh | Q1 2026 | |
| 23 | Woodson Capital Management, LP | $20.7M | 90K | ▼−10% Reduced · −10K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $18.2M | 79K | ▲+5.5% Added · +4K sh | Q1 2026 | |
| 25 | T. Rowe Price Investment Management, Inc. | Withheld | 79K | ▲3k× Added · +79K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 119 funds | $40.6B |
| AMAZON.COM INCAMZN | 118 funds | $30.1B |
| COSTCO WHOLESALE CORPCOST | 118 funds | $8.3B |
| BOSTON SCIENTIFIC CORPBSX | 118 funds | $2.3B |
| NVIDIA CORPNVDA | 117 funds | $57.9B |
| ALPHABET INC-CL AGOOGL | 117 funds | $27.5B |
| BROADCOM INCAVGO | 117 funds | $20.2B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $18.1B |
| ELI LILLY & COLLY | 117 funds | $10.8B |
| VISA INC-CLASS A SHARESV | 117 funds | $8.9B |
| BANK OF AMERICA CORPBAC | 117 funds | $4.3B |
| TJX COMPANIES INCTJX | 117 funds | $4.2B |
Ranked by how many of SAM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 4, 2025 | Spillane Michael | Director | Sell (S) | 1K | $236K |
| Nov 4, 2025 | Spillane Michael | Director | Sell (S) | 2K | $406K |
| Aug 8, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell (S) | 464 | $102K |
| Aug 8, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell (S) | 136 | $30K |
| Mar 13, 2025 | VALETTE JEAN MICHEL | Director | Sell (S) | 900 | $206K |
| Mar 13, 2025 | VALETTE JEAN MICHEL | Director | Sell (S) | 3K | $593K |
| Jan 2, 2025 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 62 | $19K |
| Dec 2, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 62 | $20K |
| Nov 1, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 62 | $18K |
| Oct 1, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 62 | $18K |
| Sep 3, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 63 | $17K |
| Aug 13, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 63 | $17K |
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/SAM/capital-change-brief"
Use Arkolith's capital_change_brief for SAM. 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 SAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.