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/SHC/capital-change-brief"
Use Arkolith's capital_change_brief for SHC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Darsana Capital Partners LP | $372.8M | 26.0M | —Held | Q1 2026 | |
| 2 | Sessa Capital IM, L.P. | $330.5M | 23.1M | ▲+12% Added · +2.5M sh | Q1 2026 | |
| 3 | Sculptor Capital LP | $311.4M | 21.7M | ▲+3.4% Added · +718K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $299.0M | 20.8M | ▲+15% Added · +2.8M sh | Q1 2026 | |
| 5 | WARBURG PINCUS LLC | $273.9M | 19.1M | ▼−44% Reduced · −15.0M sh | Q1 2026 | |
| 6 | GTCR LLC | $182.6M | 12.7M | ▼−44% Reduced · −10.0M sh | Q1 2026 | |
| 7 | Sachem Head Capital Management LP | $167.0M | 11.6M | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $153.9M | 10.7M | ▲New +10.7M sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.1M | 10.6M | ▲New +10.6M sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $131.4M | 9.2M | ▲+35% Added · +2.4M sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 9.1M | ▲+2.9% Added · +261K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $100.7M | 7.0M | ▲+18% Added · +1.1M sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $95.9M | 6.7M | ▲+135% Added · +3.9M sh | Q1 2026 | |
| 14 | Two Seas Capital LP | $86.4M | 6.0M | ▲+37% Added · +1.6M sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $79.1M | 5.5M | ▲+6.9% Added · +358K sh | Q1 2026 | |
| 16 | Voss Capital, LP | $69.9M | 4.9M | ▲+23% Added · +913K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $66.6M | 4.6M | ▲+18% Added · +708K sh | Q1 2026 | |
| 18 | Irenic Capital Management LP | $62.5M | 4.4M | ▲+15% Added · +561K sh | Q1 2026 | |
| 19 | LAKEWOOD CAPITAL MANAGEMENT, LP | $58.9M | 4.1M | ▲+21% Added · +705K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $57.5M | 4.0M | ▲935× Added · +4.0M sh | Q1 2026 | |
| 21 | NORGES BANK | $45.3M | 2.6M | ▲+197% Added · +1.7M sh | Q4 2025 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.8M | 2.5M | ▲+16% Added · +349K sh | Q1 2026 | |
| 23 | DME Capital Management, LP | $29.6M | 2.1M | ▲+348% Added · +1.6M sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $29.6M | 2.1M | ▲+102% Added · +1.0M sh | Q1 2026 | |
| 25 | Wellspring Financial Advisors, LLC | Withheld | 1.9M | ▲30× Added · +1.9M 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 |
|---|---|---|---|---|---|
| May 26, 2026 | SHADER ALTON | Chief Executive Officer, Director | Grant (A) | 102K | $0 |
| May 26, 2026 | SHADER ALTON | Chief Executive Officer, Director | Grant (A) | 204K | $0 |
| May 26, 2026 | SHADER ALTON | Chief Executive Officer, Director | Grant (A) | 376K | $0 |
| May 22, 2026 | Krause Kenneth D. | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Simon, Christopher | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Wheadon David E. | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Neary James | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | PETRELLA VINCENT K | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Klee Ann R. | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Flynn Karen | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | CUNNINGHAM SEAN LAURENCE | Director | Grant (A) | 15K | $0 |
| May 22, 2026 | Chen Ruoxi | Director | Grant (A) | 15K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| SCHWAB (CHARLES) CORPSCHW | 90 funds | $2.7B |
| MICROSOFT CORPMSFT | 89 funds | $40.5B |
| ELI LILLY & COLLY | 89 funds | $10.9B |
| MICRON TECHNOLOGY INCMU | 89 funds | $7.9B |
| NVIDIA CORPNVDA | 88 funds | $60.8B |
| BROADCOM INCAVGO | 88 funds | $21.4B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $19.0B |
| BANK OF AMERICA CORPBAC | 88 funds | $4.6B |
| UNITEDHEALTH GROUP INCUNH | 88 funds | $4.1B |
| CITIGROUP INCC | 88 funds | $3.9B |
| CAPITAL ONE FINANCIAL CORPCOF | 88 funds | $2.6B |
| FEDEX CORPFDX | 88 funds | $2.5B |
Ranked by how many of SHC'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 SHC. 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.