138 tracked 13F filers disclose a position in TH as of the latest SEC 13F filings, a combined $450.9M 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 | Private Capital Management, LLC | $43.3M | 4.7M | ▲+3.5% Added · +156K sh | Q1 2026 | |
| 2 | Ophir Asset Management Pty Ltd | $54.8M | 2.7M | ▲New +2.7M sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $23.0M | 2.5M | ▼−4.9% Reduced · −129K sh | Q1 2026 | |
| 4 | Rubric Capital Management LP | $20.3M | 2.2M | —Held | Q1 2026 | |
| 5 | WESTFIELD CAPITAL MANAGEMENT CO LP | $42.8M | 2.1M | ▲New +2.1M sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $14.9M | 1.6M | ▲~0% Added · +339 sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $13.3M | 1.4M | ▲+21% Added · +252K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $13.0M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $10.8M | 1.2M | ▲+8.2% Added · +89K sh | Q1 2026 | |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.0M | 1.1M | ▲+16% Added · +148K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $20.9M | 1.0M | ▲+21% Added · +182K sh | Q2 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $8.8M | 951K | ▲+4.5% Added · +41K sh | Q1 2026 | |
| 13 | 71 West Capital Partners | $18.5M | 907K | —Held | Q2 2026 | |
| 14 | STATE STREET CORP | $17.7M | 868K | ▲+13% Added · +100K sh | Q2 2026 | |
| 15 | Hood River Capital Management LLC | $13.7M | 674K | ▲New +674K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $5.6M | 607K | ▲+583% Added · +518K sh | Q1 2026 | |
| 17 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $5.6M | 602K | ▲+301% Added · +452K sh | Q1 2026 | |
| 18 | KR Capital LP | $11.3M | 556K | ▲+304% Added · +418K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $4.5M | 482K | ▲+31% Added · +115K sh | Q1 2026 | |
| 20 | Shay Capital LLC | $4.2M | 450K | ▼−42% Reduced · −332K sh | Q1 2026 | |
| 21 | Archon Capital Management LLC | $4.1M | 438K | ▲New +438K sh | Q1 2026 | |
| 22 | LONESTAR CAPITAL MANAGEMENT LLC | $8.8M | 433K | ▲+15% Added · +58K sh | Q2 2026 | |
| 23 | Counterpoint Mutual Funds LLC | $7.2M | 355K | ▲New +355K sh | Q2 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0M | 321K | →First observed position No prior filed position | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $2.5M | 270K | ▲+2.8% Added · +7K 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, 20 funds opened a new position in TH and 19 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 |
|---|---|---|
| NVIDIA CORPNVDA | 64 funds | $246.3B |
| MICROSOFT CORPMSFT | 64 funds | $166.1B |
| AMAZON.COM INCAMZN | 63 funds | $119.7B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $68.5B |
| LAM RESEARCH CORPLRCX | 61 funds | $22.3B |
| BANK OF AMERICA CORPBAC | 61 funds | $17.4B |
| APPLE INCAAPL | 60 funds | $182.3B |
| BROADCOM INCAVGO | 60 funds | $98.6B |
| ALPHABET INC-CL AGOOGL | 59 funds | $90.6B |
| ELI LILLY & COLLY | 59 funds | $47.6B |
| TESLA INCTSLA | 59 funds | $45.7B |
| COSTCO WHOLESALE CORPCOST | 59 funds | $23.0B |
Ranked by how many of TH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 20, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | Sell (S) | 9K | $66K |
| Dec 15, 2025 | Lewis Heidi Diane | EVP, General Counsel & Sec | Sell (S) | 13K | $114K |
| Dec 3, 2025 | Robertson Stephen | Director | Buy (P) | 125K | $993K |
| Nov 17, 2025 | Robertson Stephen | Director | Buy (P) | 145K | $993K |
| Nov 17, 2025 | Lewis Heidi Diane | EVP, General Counsel & Sec | Sell (S) | 9K | $60K |
| Oct 20, 2025 | Lewis Heidi Diane | EVP, General Counsel & Sec | Sell (S) | 9K | $64K |
| Sep 22, 2025 | Lewis Heidi Diane | EVP, General Counsel & Sec | Sell (S) | 12K | $107K |
| Sep 18, 2025 | Schrenk Troy C. | SEVP, Operations & CCO | Sell (S) | 49K | $423K |
| Oct 10, 2023 | Kalamaras Eric | Chief Financial Officer | Sell (S) | 2K | $41K |
| Oct 3, 2023 | Kalamaras Eric | Chief Financial Officer | Sell (S) | 442 | $7K |
| Oct 3, 2023 | Schrenk Troy C. | Chief Commercial Officer | Sell (S) | 5K | $81K |
| Sep 12, 2023 | Vlacich Jason Paul | Chief Accounting Officer | Sell (S) | 419 | $7K |
Connected entities for TH
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/TH/capital-change-brief"
Use Arkolith's capital_change_brief for TH. 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 TH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.