68 tracked 13F filers disclose a position in SMC as of the latest SEC 13F filings, a combined $131.0M 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 | Deltroit Asset Management (UK) LLP | $21.4M | 707K | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $19.6M | 649K | ▼−2.8% Reduced · −19K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $15.3M | 506K | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $7.0M | 233K | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 5 | EAGLE GLOBAL ADVISORS LLC | $6.9M | 227K | ▲+11% Added · +23K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $5.4M | 179K | ▲+14% Added · +22K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.3M | 174K | ▼−13% Reduced · −27K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $4.7M | 155K | ▼−6.2% Reduced · −10K sh | Q1 2026 | |
| 9 | Flat Footed LLC | $3.8M | 124K | ▼−65% Reduced · −232K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $3.7M | 122K | ▲+204% Added · +82K sh | Q1 2026 | |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.6M | 118K | ▲+7.3% Added · +8K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $2.9M | 96K | ▲+312% Added · +73K sh | Q1 2026 | |
| 13 | Empowered Funds, LLC | $2.7M | 90K | ▲+9.8% Added · +8K sh | Q1 2026 | |
| 14 | Liberty Mutual Group Asset Management Inc. | $2.6M | 85K | —Held | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $2.2M | 71K | →First observed position No prior filed position | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $2.1M | 70K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 17 | FARALLON CAPITAL MANAGEMENT LLC | $1.8M | 58K | —Held | Q1 2026 | |
| 18 | Cetera Investment Advisers | $1.7M | 57K | ▲+104% Added · +29K sh | Q1 2026 | |
| 19 | ARK & TLK INVESTMENTS, LLC | $1.6M | 56K | ▼−49% Reduced · −54K sh | Q2 2026 | |
| 20 | Summit Financial, LLC | $1.6M | 53K | —Held | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 50K | →First observed position No prior filed position | Q1 2026 | |
| 22 | Fractal Investments LLC | $1.3M | 45K | —Held | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.3M | 43K | ▲+418% Added · +34K sh | Q1 2026 | |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | $709K | 23K | ▲New +23K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $719K | 23K | ▲+123% Added · +13K 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, 6 funds opened a new position in SMC and 6 added to an existing one, while 10 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 |
|---|---|---|
| CHEVRON CORPCVX | 16 funds | $1.2B |
| VISTRA CORPVST | 16 funds | $355.9M |
| NVIDIA CORPNVDA | 15 funds | $10.2B |
| AMAZON.COM INCAMZN | 15 funds | $5.1B |
| MICROSOFT CORPMSFT | 15 funds | $4.7B |
| BROADCOM INCAVGO | 15 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 15 funds | $1.3B |
| MASTERCARD INC - AMA | 15 funds | $1.2B |
| EXXON MOBIL CORPXOM | 15 funds | $980.3M |
| BOOKING HOLDINGS INCBKNG | 15 funds | $929.7M |
| COMFORT SYSTEMS USA INCFIX | 15 funds | $553.0M |
Ranked by how many of SMC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Johnston James David | Executive VP, GC, CCO and Secy | Sell (S) | 3K | $77K |
| May 19, 2026 | PETERS JERRY L | Director | Sell (S) | 10K | $320K |
| Mar 31, 2026 | Connect Midstream, LLC | 10% Owner | Buy (P) | 1.2M | $37.9M |
| Aug 28, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 26K | $550K |
| Aug 27, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 47K | $972K |
| Aug 26, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 73K | $1.5M |
| Mar 28, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 50 | $2K |
| Mar 28, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 950 | $33K |
| Mar 27, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $35K |
| Mar 26, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $35K |
| Mar 25, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $36K |
| Mar 24, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $36K |
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/SMC/capital-change-brief"
Use Arkolith's capital_change_brief for SMC. 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 SMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.