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/TXN/capital-change-brief"
Use Arkolith's capital_change_brief for TXN. 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. | $15.8B | 81.5M | ▲+3.1% Added · +2.5M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $11.5B | 59.0M | ▲New +59.0M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $8.4B | 43.1M | ▼−0.8% Reduced · −369K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $7.2B | 38.4M | ▲+36% Added · +10.1M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.6B | 28.6M | ▲New +28.6M sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.0B | 25.9M | ▲+6.7% Added · +1.6M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $4.6B | 23.6M | ▲+3.2% Added · +724K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $3.2B | 16.4M | ▲+34% Added · +4.1M sh | Q1 2026 | |
| 9 | NORGES BANK | $2.5B | 14.5M | ▲+6.2% Added · +845K sh | Q4 2025 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 12.0M | ▲+3.1% Added · +363K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $2.3B | 11.9M | ▼−3.3% Reduced · −407K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $2.3B | 11.9M | ▲+2.4% Added · +277K sh | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.3B | 11.7M | ▼−26% Reduced · −4.1M sh | Q1 2026 | |
| 14 | FIL Ltd | $1.9B | 9.9M | ▲+18% Added · +1.5M sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $1.9B | 9.7M | ▲+42% Added · +2.9M sh | Q1 2026 | |
| 16 | PRIMECAP MANAGEMENT CO/CA/ | $1.9B | 9.7M | ▼−4.3% Reduced · −430K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.8B | 9.5M | ▼−1.7% Reduced · −166K sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.8B | 9.3M | ▲+23% Added · +1.8M sh | Q1 2026 | |
| 19 | Amundi | $1.8B | 9.1M | ▲+9.0% Added · +752K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $1.7B | 8.8M | ▼−6.3% Reduced · −591K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.7B | 8.6M | ▲+26% Added · +1.8M sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $1.3B | 7.6M | ▼−3.0% Reduced · −241K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $1.2B | 6.3M | ▲+3.7% Added · +226K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $1.2B | 6.2M | ▲+1.6% Added · +95K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $1.1B | 5.5M | ▼−40% Reduced · −3.7M 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 |
|---|---|---|---|---|---|
| Jun 19, 2026 | FARMER CURTIS C | Director | Grant (A) | 85 | $28K |
| Jun 19, 2026 | PATSLEY PAMELA H | Director | Grant (A) | 85 | $28K |
| May 28, 2026 | Craighead Martin S | Director | Sell (S) | 10K | $3.1M |
| May 28, 2026 | Craighead Martin S | Director | Sell (S) | 357 | $115K |
| May 14, 2026 | BAHAI AHMAD | Sr. Vice President | Option exercise (M) | 5K | $551K |
| May 14, 2026 | BAHAI AHMAD | Sr. Vice President | Sell (S) | 5K | $1.5M |
| May 14, 2026 | BAHAI AHMAD | Sr. Vice President | Option exercise (M) | 5K | $0 |
| May 14, 2026 | Lizardi Rafael R | Sr. Vice President & CFO | Option exercise (M) | 48K | $8.3M |
| May 14, 2026 | Lizardi Rafael R | Sr. Vice President & CFO | Sell (S) | 32K | $9.9M |
| May 14, 2026 | Lizardi Rafael R | Sr. Vice President & CFO | Sell (S) | 14K | $4.4M |
| May 14, 2026 | Lizardi Rafael R | Sr. Vice President & CFO | Sell (S) | 1K | $451K |
| May 14, 2026 | Lizardi Rafael R | Sr. Vice President & CFO | Option exercise (M) | 48K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 614 funds | $338.8B |
| AMAZON.COM INCAMZN | 606 funds | $254.7B |
| APPLE INCAAPL | 601 funds | $357.2B |
| ALPHABET INC-CL AGOOGL | 600 funds | $228.6B |
| NVIDIA CORPNVDA | 598 funds | $463.7B |
| META PLATFORMS INC-CLASS AMETA | 594 funds | $147.5B |
| BROADCOM INCAVGO | 582 funds | $176.6B |
| VISA INC-CLASS A SHARESV | 581 funds | $83.3B |
| JPMORGAN CHASE & COJPM | 580 funds | $91.0B |
| ELI LILLY & COLLY | 578 funds | $100.4B |
| HOME DEPOT INCHD | 576 funds | $38.6B |
| ALPHABET INC-CL CGOOG | 575 funds | $147.8B |
Ranked by how many of TXN'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 TXN. 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.