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/USB/capital-change-brief"
Use Arkolith's capital_change_brief for USB. 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. | $6.7B | 128.4M | ▼−0.6% Reduced · −818K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.2B | 100.9M | ▲New +100.9M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $3.6B | 69.4M | ▼−0.4% Reduced · −293K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $3.1B | 61.7M | ▲+27% Added · +13.2M sh | Q1 2026 | |
| 5 | FMR LLC | $3.0B | 57.2M | ▼−8.5% Reduced · −5.3M sh | Q1 2026 | |
| 6 | MUFG Bank, Ltd. | $2.3B | 44.4M | —Held | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $2.0B | 38.4M | ▲+2.0% Added · +760K sh | Q1 2026 | |
| 8 | NORGES BANK | $1.9B | 35.4M | ▲+65% Added · +13.9M sh | Q4 2025 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 29.6M | ▲New +29.6M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $1.5B | 29.3M | ▲+8.2% Added · +2.2M sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.3B | 24.9M | ▼−0.2% Reduced · −45K sh | Q1 2026 | |
| 12 | Grantham, Mayo, Van Otterloo & Co. LLC | $994.1M | 19.1M | ▲+3.9% Added · +713K sh | Q1 2026 | |
| 13 | Aristotle Capital Management, LLC | $975.0M | 18.7M | ▼−4.7% Reduced · −917K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $880.2M | 16.9M | ▲+3.7% Added · +603K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $855.6M | 16.4M | ▼−7.8% Reduced · −1.4M sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $822.8M | 15.8M | ▲+6.9% Added · +1.0M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $693.9M | 13.3M | ▲+8.7% Added · +1.1M sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $651.7M | 12.5M | ▲+2.8% Added · +347K sh | Q1 2026 | |
| 19 | FEDERATED HERMES, INC. | $598.7M | 11.5M | ▲+0.2% Added · +28K sh | Q1 2026 | |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $587.5M | 11.3M | ▼−3.1% Reduced · −361K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $543.0M | 10.4M | ▲+2.4% Added · +248K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $539.2M | 10.4M | ▲+0.9% Added · +93K sh | Q1 2026 | |
| 23 | FRANKLIN RESOURCES INC | $496.8M | 9.6M | ▲+23% Added · +1.8M sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $495.8M | 9.5M | ▲+1.0% Added · +91K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $475.8M | 9.1M | ▼−0.8% Reduced · −73K 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 |
|---|---|---|---|---|---|
| May 5, 2026 | Dilip Venkatachari | SEVP & Chief Info & Tech Off | Sell (S) | 35K | $1.9M |
| Apr 23, 2026 | Reynolds Loretta E | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | WIEHOFF JOHN | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | Ellison-Taylor Kimberly N | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | Mehdi Yusuf I | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | Gillani Aleem | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | Bridges Dorothy J | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | BAXTER WARNER L | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | McKenney Richard P | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | McKenney Richard P | Director | Grant (A) | 3K | $145K |
| Apr 23, 2026 | Colberg Alan B. | Director | Grant (A) | 3K | $0 |
| Apr 23, 2026 | Buse Elizabeth | Director | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 501 funds | $300.3B |
| JPMORGAN CHASE & COJPM | 498 funds | $79.5B |
| NVIDIA CORPNVDA | 493 funds | $413.4B |
| APPLE INCAAPL | 489 funds | $321.2B |
| ALPHABET INC-CL AGOOGL | 489 funds | $196.1B |
| AMAZON.COM INCAMZN | 488 funds | $220.4B |
| META PLATFORMS INC-CLASS AMETA | 488 funds | $126.4B |
| JOHNSON & JOHNSONJNJ | 487 funds | $60.5B |
| BROADCOM INCAVGO | 486 funds | $162.2B |
| HOME DEPOT INCHD | 485 funds | $37.5B |
| ALPHABET INC-CL CGOOG | 482 funds | $134.4B |
| PROCTER & GAMBLE CO/THEPG | 482 funds | $34.4B |
Ranked by how many of USB'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 USB. 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.