Among active 13F managers last quarter, 6 opened and 30 added, while 19 reduced; the largest holder to move was AQR Capital Management LLC (+48%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
302 tracked 13F filers disclose a position in SAM as of the latest SEC 13F filings, a combined $1.6B 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. | 770K | $177.5M | ▲+6.2% Added · +45K sh | Q1 2026 | |
| 2 | AQR Capital Management LLC | 652K | $150.2M | ▲+48% Added · +212K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 634K | $146.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 341K | $78.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | State Street Corp | 315K | $55.8M | ▲+23% Added · +60K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 288K | $66.4M | ▲+50% Added · +96K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 274K | $63.0M | ▲+6.0% Added · +16K sh | Q1 2026 | |
| 8 | Global Alpha Capital Management Ltd. | 268K | $47.4M | ▲+81% Added · +120K sh | Q2 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 245K | $56.5M | ▼−9.7% Reduced · −26K sh | Q1 2026 | |
| 10 | Quantinno Capital Management LP | 231K | $53.1M | ▲+155% Added · +140K sh | Q1 2026 | |
| 11 | UBS Group AG | 219K | $50.4M | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 205K | $36.4M | ▲+45% Added · +63K sh | Q2 2026 | |
| 13 | FMR LLC | 195K | $45.0M | ▼−46% Reduced · −166K sh | Q1 2026 | |
| 14 | Goldman Sachs Group Inc | 145K | $33.4M | ▲+160% Added · +89K sh | Q1 2026 | |
| 15 | Morgan Stanley | 135K | $31.0M | ▲+18% Added · +20K sh | Q1 2026 | |
| 16 | Southeastern Asset Management Inc | 118K | $27.3M | ▼−20% Reduced · −30K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | 111K | $25.6M | ▼−16% Reduced · −22K sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 107K | $24.6M | ▲+8.3% Added · +8K sh | Q1 2026 | |
| 19 | Millennium Management LLC | 97K | $22.3M | ▲+70% Added · +40K sh | Q1 2026 | |
| 20 | Renaissance Technologies LLC | 94K | $21.6M | ▲+13% Added · +11K sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 92K | $21.1M | ▲+0.7% Added · +626 sh | Q1 2026 | |
| 22 | Woodson Capital Management, LP | 90K | $20.7M | ▼−10% Reduced · −10K sh | Q1 2026 | |
| 23 | Northern Trust Corp | 79K | $18.2M | ▲+5.5% Added · +4K sh | Q1 2026 | |
| 24 | T. Rowe Price Investment Management, Inc. | 79K | Withheld | ▲3k× Added · +79K sh | Q1 2026 | |
| 25 | Calamos Advisors LLC | 65K | $11.6M | ▼−2.1% Reduced · −1K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in SAM and 30 added to an existing one, while 19 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 |
|---|---|---|
| Amazon.com IncAMZN | 165 funds | $153.1B |
| Microsoft CorpMSFT | 164 funds | $205.3B |
| Meta Platforms Inc-Class AMETA | 164 funds | $87.0B |
| Nvidia CorpNVDA | 163 funds | $301.7B |
| Apple IncAAPL | 161 funds | $223.2B |
| Alphabet Inc-CL AGOOGL | 157 funds | $125.7B |
| Visa Inc-Class A SharesV | 157 funds | $48.3B |
| JPMorgan Chase & CoJPM | 155 funds | $45.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 155 funds | $28.6B |
| Advanced Micro DevicesAMD | 155 funds | $26.7B |
| Bank Of America CorpBAC | 155 funds | $24.0B |
| Alphabet Inc-CL CGOOG | 154 funds | $98.3B |
Ranked by how many of SAM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 4, 2025 | Spillane Michael | Director | Sell (S) 2 lots, same day | 3K | $642K |
| Aug 8, 2025 | Fritsch Annette N | VP of Product Design and R&D | Sell (S) 2 lots, same day | 600 | $132K |
| Mar 13, 2025 | Valette Jean Michel | Director | Sell (S) 2 lots, same day | 4K | $800K |
| 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 |
| Apr 1, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 101 | $31K |
| Mar 1, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 102 | $31K |
| Feb 1, 2024 | O'Boyle Carolyn L. | Chief People Officer | Sell (S) | 102 | $36K |
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 | 56 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 SAM
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 + the live filing stream, joined for SAM. Filings are public domain, sourced to SEC EDGAR.