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/UL/capital-change-brief"
Use Arkolith's capital_change_brief for UL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $1.2B | 21.3M | ▲+2.9% Added · +608K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $533.2M | 9.4M | ▲+6.9% Added · +604K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $379.5M | 6.7M | ▲+16% Added · +937K sh | Q1 2026 | |
| 4 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $348.8M | 6.1M | —Held | Q1 2026 | |
| 5 | Clearbridge Investments, LLC | $321.1M | 5.6M | ▲+2.0% Added · +112K sh | Q1 2026 | |
| 6 | FMR LLC | $316.9M | 5.6M | ▲+21% Added · +980K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $257.5M | 4.5M | ▲+57% Added · +1.6M sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $254.0M | 4.5M | ▼−4.2% Reduced · −198K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $249.8M | 4.4M | ▲~0% Added · +2K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $245.5M | 4.3M | ▲+8.0% Added · +318K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $237.7M | 4.2M | ▲+15% Added · +555K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $216.0M | 3.8M | ▲+24% Added · +724K sh | Q1 2026 | |
| 13 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $208.5M | 3.7M | ▼−11% Reduced · −449K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $193.9M | 3.4M | ▲+14% Added · +407K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $189.1M | 3.2M | ▲+27% Added · +662K sh | Q1 2026 | |
| 16 | LAZARD ASSET MANAGEMENT LLC | $159.2M | 2.8M | ▲+674% Added · +2.4M sh | Q1 2026 | |
| 17 | Hamlin Capital Management, LLC | $163.7M | 2.7M | ▲+12% Added · +282K sh | Q2 2026 | |
| 18 | Cullen Capital Management, LLC | $150.8M | 2.6M | ▲+21% Added · +461K sh | Q1 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $149.1M | 2.6M | ▼−3.9% Reduced · −106K sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $139.0M | 2.4M | ▼−1.4% Reduced · −35K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $132.3M | 2.3M | ▲+0.6% Added · +13K sh | Q1 2026 | |
| 22 | FIDUCIARY MANAGEMENT INC /WI/ | $130.7M | 2.3M | ▼−11% Reduced · −274K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $119.4M | 2.1M | ▼~0% Reduced · −300 sh | Q1 2026 | |
| 24 | NORGES BANK | $132.0M | 2.0M | ▼−15% Reduced · −351K sh | Q4 2025 | |
| 25 | EQUITY INVESTMENT CORP | $111.1M | 2.0M | ▲+5.8% Added · +107K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 301 funds | $175.1B |
| ALPHABET INC-CL AGOOGL | 294 funds | $115.8B |
| APPLE INCAAPL | 292 funds | $171.6B |
| AMAZON.COM INCAMZN | 290 funds | $144.1B |
| META PLATFORMS INC-CLASS AMETA | 290 funds | $81.5B |
| VISA INC-CLASS A SHARESV | 289 funds | $45.0B |
| JPMORGAN CHASE & COJPM | 289 funds | $43.5B |
| ALPHABET INC-CL CGOOG | 287 funds | $89.6B |
| NVIDIA CORPNVDA | 285 funds | $223.2B |
| BROADCOM INCAVGO | 284 funds | $87.2B |
| CHEVRON CORPCVX | 284 funds | $26.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 283 funds | $53.0B |
Ranked by how many of UL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UL. 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.