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/STE/capital-change-brief"
Use Arkolith's capital_change_brief for STE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.0B | 9.0M | ▼−0.2% Reduced · −15K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.1B | 5.0M | ▲+8.2% Added · +377K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 5.0M | ▲New +5.0M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $971.7M | 4.4M | ▲+14% Added · +554K sh | Q1 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $936.6M | 4.0M | ▼−4.9% Reduced · −208K sh | Q1 2026 | |
| 7 | Orbis Allan Gray Ltd | $573.4M | 2.6M | ▲+15% Added · +343K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $568.7M | 2.6M | ▲+2.3% Added · +58K sh | Q1 2026 | |
| 9 | GENERATION INVESTMENT MANAGEMENT LLP | $510.5M | 2.3M | ▲+11% Added · +220K sh | Q1 2026 | |
| 10 | Mitsubishi UFJ Asset Management Co., Ltd. | $485.4M | 2.2M | ▲+42% Added · +651K sh | Q1 2026 | |
| 11 | JANUS HENDERSON GROUP PLC | $412.0M | 1.9M | ▲+26% Added · +381K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $389.9M | 1.8M | ▲+410% Added · +1.4M sh | Q1 2026 | |
| 13 | NORGES BANK | $320.3M | 1.3M | ▲+5.0% Added · +60K sh | Q4 2025 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $277.2M | 1.3M | ▲+1.2% Added · +15K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $274.8M | 1.2M | ▼−0.8% Reduced · −10K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $246.3M | 1.1M | ▲+4.3% Added · +46K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $234.7M | 1.1M | ▼−35% Reduced · −562K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $227.7M | 1.0M | ▼−3.6% Reduced · −39K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $203.9M | 922K | ▼−30% Reduced · −400K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $201.0M | 909K | ▼−3.2% Reduced · −30K sh | Q1 2026 | |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $196.9M | 891K | ▲+1.0% Added · +9K sh | Q1 2026 | |
| 22 | Boston Partners | $190.7M | 862K | ▲+37% Added · +231K sh | Q1 2026 | |
| 23 | Pictet Asset Management Holding SA | $182.1M | 824K | ▲+9.2% Added · +70K sh | Q1 2026 | |
| 24 | Amundi | $170.5M | 771K | ▲+43% Added · +233K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $169.0M | 764K | ▲+4.0% Added · +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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Sohi Mohsen | Director | Option exercise (M) | 4K | $270K |
| Jul 1, 2026 | Sohi Mohsen | Director | Tax withholding (F) | 2K | $390K |
| Jul 1, 2026 | Sohi Mohsen | Director | Option exercise (M) | 4K | $0 |
| Jun 15, 2026 | Zangerle John Adam | Sr. VP, Gen Counsel, and Sec. | Sell (S) | 1K | $297K |
| Jun 5, 2026 | Carestio Daniel A | President and CEO, Director | Sell (S) | 1K | $291K |
| Jun 4, 2026 | Tamaro Renato | V.P. & Corporate Treasurer | Tax withholding (F) | 65 | $14K |
| Jun 4, 2026 | Zangerle John Adam | Sr. VP, Gen Counsel, and Sec. | Tax withholding (F) | 401 | $85K |
| Jun 4, 2026 | Fraser Mary Clare | SVP & Chief HRO | Tax withholding (F) | 600 | $127K |
| Jun 4, 2026 | Burton Karen L | Sr. Vice Pres., CFO | Tax withholding (F) | 90 | $19K |
| Jun 4, 2026 | Carestio Daniel A | President and CEO, Director | Tax withholding (F) | 2K | $401K |
| Jun 4, 2026 | Carestio Daniel A | President and CEO, Director | Sell (S) | 3K | $656K |
| Jun 4, 2026 | Kohler Kenneth E | SVP & GM, AST | Tax withholding (F) | 150 | $32K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 280 funds | $265.5B |
| NVIDIA CORPNVDA | 275 funds | $373.3B |
| AMAZON.COM INCAMZN | 273 funds | $199.8B |
| VISA INC-CLASS A SHARESV | 272 funds | $57.9B |
| ALPHABET INC-CL AGOOGL | 270 funds | $170.0B |
| APPLE INCAAPL | 269 funds | $278.9B |
| META PLATFORMS INC-CLASS AMETA | 269 funds | $112.5B |
| BROADCOM INCAVGO | 267 funds | $146.5B |
| ELI LILLY & COLLY | 267 funds | $67.8B |
| COSTCO WHOLESALE CORPCOST | 264 funds | $39.3B |
| MASTERCARD INC - AMA | 262 funds | $50.6B |
| NETFLIX INCNFLX | 262 funds | $43.8B |
Ranked by how many of STE'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 STE. 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.