2116 tracked 13F filers disclose a position in SO as of the latest SEC 13F filings, a combined $68.8B 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 | BlackRock, Inc. | $8.7B | 90.4M | ▲+2.0% Added · +1.8M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.9B | 71.5M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $6.2B | 64.8M | ▲+2.9% Added · +1.8M sh | Q2 2026 | |
| 4 | JPMORGAN CHASE & CO | $4.2B | 43.3M | ▼−30% Reduced · −18.4M sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.5B | 36.4M | ▲+5.7% Added · +2.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.8B | 29.3M | ▲+3.4% Added · +960K sh | Q2 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 26.1M | →First observed position No prior filed position | Q1 2026 | |
| 8 | FMR LLC | $2.2B | 22.9M | ▼−0.5% Reduced · −118K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $1.6B | 16.8M | ▲+9.6% Added · +1.5M sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 15.6M | ▼−4.3% Reduced · −705K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.2B | 12.9M | ▼−1.8% Reduced · −233K sh | Q1 2026 | |
| 12 | NORGES BANK | $1.1B | 12.7M | ▼−0.8% Reduced · −101K sh | Q4 2025 | |
| 13 | NORTHERN TRUST CORP | $948.5M | 9.8M | ▲~0% Added · +4K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $910.5M | 9.4M | ▼−0.4% Reduced · −37K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $844.9M | 8.8M | ▲+10% Added · +821K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $808.9M | 8.4M | ▲+4.9% Added · +392K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $757.5M | 7.8M | ▼−6.8% Reduced · −577K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $702.5M | 7.3M | ▼−2.3% Reduced · −173K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $686.4M | 7.1M | ▲+3.2% Added · +222K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $598.1M | 6.2M | →First observed position No prior filed position | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $563.9M | 5.8M | ▲+17% Added · +828K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $499.3M | 5.2M | ▲+1.1% Added · +54K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $440.6M | 4.6M | ▲+3.9% Added · +173K sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $410.7M | 4.3M | ▲+6.1% Added · +244K sh | Q1 2026 | |
| 25 | Pictet Asset Management Holding SA | $408.9M | 4.2M | ▼−0.7% Reduced · −29K 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, 2 funds opened a new position in SO and 26 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 1353 funds | $412.0B |
| MICROSOFT CORPMSFT | 1352 funds | $366.5B |
| AMAZON.COM INCAMZN | 1331 funds | $279.8B |
| NVIDIA CORPNVDA | 1329 funds | $520.6B |
| ALPHABET INC-CL AGOOGL | 1323 funds | $242.3B |
| JPMORGAN CHASE & COJPM | 1317 funds | $100.7B |
| JOHNSON & JOHNSONJNJ | 1272 funds | $68.7B |
| ELI LILLY & COLLY | 1269 funds | $107.3B |
| ALPHABET INC-CL CGOOG | 1267 funds | $166.0B |
| WALMART INCWMT | 1255 funds | $52.3B |
| META PLATFORMS INC-CLASS AMETA | 1249 funds | $154.5B |
| BROADCOM INCAVGO | 1246 funds | $204.2B |
Ranked by how many of SO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Spainhour Sterling A Jr. | EVP & CLO | Sell (S) | 3K | $313K |
| Aug 3, 2026 | Kim Matthew M. | Comptroller | Sell (S) | 100 | $9K |
| Jul 1, 2026 | Kim Matthew M. | Comptroller | Sell (S) | 100 | $10K |
| Jun 1, 2026 | Kim Matthew M. | Comptroller | Sell (S) | 100 | $9K |
| May 1, 2026 | Kim Matthew M. | Comptroller | Sell (S) | 100 | $10K |
| Mar 30, 2026 | Greene Kimberly S, | Chairman, President & CEO, GPC | Sell (S) | 25K | $2.4M |
| Mar 19, 2026 | Cummiskey Christopher | EVP | Sell (S) | 7K | $644K |
| Mar 18, 2026 | Connally Stan W | EVP & COO | Sell (S) | 13K | $1.2M |
| Feb 24, 2026 | Kim Matthew M. | Comptroller | Sell (S) | 5K | $487K |
| Sep 30, 2025 | Anderson Bryan D | EVP | Sell (S) | 6K | $582K |
| Aug 11, 2025 | Spainhour Sterling A Jr. | EVP & CLO | Sell (S) | 2K | $226K |
| Jul 21, 2025 | Greene Kimberly S, | Chairman, President & CEO, GPC | Sell (S) | 13K | $1.3M |
| Class | 13F holders | Value held |
|---|---|---|
| SOthis pagecs | 2116 funds | $68.8B |
| SO 4.5 06/15/27Sovereign/Corporate | 67 funds | $726.4M |
| SO 7.125 12/15/28 Apreferred | 39 funds | $1.4B |
| 842587ED5NOTE 3.250% 6/1 | 20 funds | $403.2M |
| 842587800Pfd Stk | 3 funds | $358K |
| 842587404Common Stock | 1 funds | $19K |
| 842587883PFD | 1 funds | $17K |
| 842587CV7COUPON BEARING BOND | 1 funds | $3K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SO
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/SO/capital-change-brief"
Use Arkolith's capital_change_brief for SO. 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 SO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.