94 tracked 13F filers disclose a position in SRI as of the latest SEC 13F filings, a combined $91.7M 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 | 22NW, LP | $11.9M | 2.5M | ▲+13% Added · +274K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $5.9M | 1.2M | ▼−3.4% Reduced · −43K sh | Q1 2026 | |
| 3 | FEDERATED HERMES, INC. | $5.7M | 1.2M | ▲+6.8% Added · +75K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $5.6M | 1.2M | ▼−6.9% Reduced · −86K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $5.5M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | AYAL Capital Advisors Ltd | $5.3M | 1.1M | —Held | Q1 2026 | |
| 7 | ArrowMark Colorado Holdings LLC | $4.5M | 939K | ▲+6.6% Added · +59K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $4.1M | 858K | ▲+11% Added · +84K sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $3.2M | 668K | ▼−14% Reduced · −110K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $2.8M | 577K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $2.6M | 536K | ▲+34% Added · +135K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $1.9M | 402K | ▼−44% Reduced · −310K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $1.9M | 388K | ▲+15% Added · +50K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.8M | 374K | ▼−22% Reduced · −107K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 365K | ▲+32% Added · +89K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 337K | ▲+6.2% Added · +20K sh | Q1 2026 | |
| 17 | Man Group plc | $1.4M | 298K | ▲+51% Added · +101K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $1.4M | 285K | ▼−12% Reduced · −38K sh | Q1 2026 | |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | $1.3M | 264K | ▲+2.9% Added · +7K sh | Q1 2026 | |
| 20 | UBS Group AG | $1.2M | 257K | ▲+44% Added · +79K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $1.2M | 241K | ▼−36% Reduced · −135K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $1.1M | 237K | ▼−28% Reduced · −93K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.1M | 232K | ▼−5.8% Reduced · −14K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0M | 212K | →First observed position No prior filed position | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $978K | 202K | ▲+43% Added · +61K 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, 3 funds opened a new position in SRI and 16 added to an existing one, while 24 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $9.0B |
| AMAZON.COM INCAMZN | 31 funds | $8.5B |
| ELI LILLY & COLLY | 30 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.3B |
| UNITEDHEALTH GROUP INCUNH | 30 funds | $2.2B |
| ARISTA NETWORKS INCANET | 30 funds | $1.9B |
| BANK OF AMERICA CORPBAC | 30 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 29 funds | $6.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 29 funds | $1.8B |
| SCHWAB (CHARLES) CORPSCHW | 29 funds | $891.3M |
| NVIDIA CORPNVDA | 28 funds | $17.2B |
| APPLE INCAAPL | 28 funds | $12.1B |
Ranked by how many of SRI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Ferraiolo Caetano Roberto | President Stoneridge Brazil | Sell (S) | 9K | $68K |
| Jun 12, 2026 | LASKY WILLIAM M | Director | Buy (P) | 5K | $37K |
| Jun 3, 2026 | Kaplan Ira C. | Director | Buy (P) | 5K | $38K |
| Mar 3, 2025 | Hartman Robert J. Jr. | Chief Accounting Officer | Sell (S) | 969 | $5K |
| May 7, 2024 | Zizelman James | President and CEO, Director | Buy (P) | 7K | $102K |
| Mar 8, 2024 | Kased Rajaey | President Control Devices | Sell (S) | 1K | $17K |
| Mar 6, 2024 | Korth Kim | Director | Sell (S) | 8K | $128K |
| Aug 30, 2023 | Kased Rajaey | President Control Devices | Buy (P) | 3K | $51K |
| Aug 30, 2023 | Ferraiolo Caetano Roberto | President Stoneridge Brazil | Sell (S) | 2K | $48K |
| Aug 18, 2023 | Mayes George S JR | Director | Sell (S) | 3K | $53K |
| Sep 6, 2022 | Schlather Paul J. | Director | Buy (P) | 11K | $206K |
| Sep 2, 2022 | Schlather Paul J. | Director | Buy (P) | 5 | $95 |
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/SRI/capital-change-brief"
Use Arkolith's capital_change_brief for SRI. 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 SRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.