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/TSN/capital-change-brief"
Use Arkolith's capital_change_brief for TSN. 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. | $1.6B | 24.9M | ▼−0.4% Reduced · −105K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 18.3M | ▲New +18.3M sh | Q1 2026 | |
| 3 | PZENA INVESTMENT MANAGEMENT LLC | $1.1B | 17.2M | ▲+12% Added · +1.8M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $987.8M | 15.4M | ▲New +15.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $917.4M | 14.3M | ▲+2.7% Added · +378K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $639.8M | 10.0M | ▲+23% Added · +1.9M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $486.3M | 7.6M | ▲+2.1% Added · +154K sh | Q1 2026 | |
| 8 | NORGES BANK | $308.3M | 5.3M | ▲+20% Added · +861K sh | Q4 2025 | |
| 9 | NORTHERN TRUST CORP | $328.7M | 5.1M | ▲+12% Added · +529K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $317.3M | 5.0M | ▲+4.4% Added · +210K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $273.9M | 4.3M | ▼−20% Reduced · −1.0M sh | Q1 2026 | |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $229.1M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $218.3M | 3.4M | ▲+3.7% Added · +121K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $180.4M | 2.8M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $174.2M | 2.7M | ▲+46% Added · +860K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $172.9M | 2.7M | ▲+0.5% Added · +13K sh | Q1 2026 | |
| 17 | YACKTMAN ASSET MANAGEMENT LP | $161.1M | 2.5M | ▲+1.0% Added · +25K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $147.1M | 2.3M | ▼−39% Reduced · −1.5M sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $131.7M | 2.1M | ▲+27% Added · +432K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $127.9M | 2.0M | ▲+54% Added · +699K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $117.2M | 1.8M | ▲+44% Added · +563K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $107.9M | 1.7M | ▲+9.1% Added · +141K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $103.2M | 1.6M | ▲+18% Added · +243K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $103.2M | 1.6M | ▲+0.5% Added · +7K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $101.7M | 1.6M | ▲New +1.6M 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 10, 2026 | MORRIS WES | Chief Operating Officer | Grant (A) | 26K | $0 |
| Jul 10, 2026 | Schomburger Jeffrey K | President & CEO Elect, Director | Grant (A) | 48K | $0 |
| Jul 10, 2026 | TYSON JOHN H | Chairman of the Board, Director | Grant (A) | 52K | $0 |
| Jul 10, 2026 | TYSON JOHN H | Chairman of the Board, Director | Grant (A) | 52K | $0 |
| May 10, 2026 | COLE DEVIN | Chief Operating Officer | Tax withholding (F) | 3K | $206K |
| May 10, 2026 | COLE DEVIN | Chief Operating Officer | Tax withholding (F) | 8K | $514K |
| May 9, 2026 | COLE DEVIN | Chief Operating Officer | Tax withholding (F) | 766 | $52K |
| Feb 10, 2026 | Deckinger Adam S. | Chief Legal & Admin Officer | Tax withholding (F) | 3K | $176K |
| Feb 9, 2026 | HANSON JACQUELINE | Chief People Officer | Tax withholding (F) | 2K | $126K |
| Feb 7, 2026 | Tyson John R. | Director | Tax withholding (F) | 380 | $25K |
| Feb 6, 2026 | MILLER CHERYL | Director | Grant (A) | 3K | $190K |
| Feb 6, 2026 | Quinn Katherine B | Director | Grant (A) | 3K | $190K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 298 funds | $271.6B |
| AMAZON.COM INCAMZN | 292 funds | $200.7B |
| BROADCOM INCAVGO | 292 funds | $147.8B |
| META PLATFORMS INC-CLASS AMETA | 292 funds | $109.5B |
| JPMORGAN CHASE & COJPM | 292 funds | $68.8B |
| APPLE INCAAPL | 290 funds | $286.8B |
| ALPHABET INC-CL AGOOGL | 290 funds | $173.0B |
| ELI LILLY & COLLY | 289 funds | $78.3B |
| MASTERCARD INC - AMA | 289 funds | $53.4B |
| MICRON TECHNOLOGY INCMU | 289 funds | $43.8B |
| NVIDIA CORPNVDA | 288 funds | $372.0B |
| TESLA INCTSLA | 287 funds | $69.0B |
Ranked by how many of TSN'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 TSN. 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.