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/V/capital-change-brief"
Use Arkolith's capital_change_brief for V. 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. | $41.2B | 136.2M | ▼−2.8% Reduced · −4.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $32.3B | 107.0M | ▲New +107.0M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $24.9B | 82.3M | ▼−0.6% Reduced · −492K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $13.9B | 46.0M | ▼−1.9% Reduced · −883K sh | Q1 2026 | |
| 5 | FMR LLC | $13.6B | 44.9M | ▼−3.9% Reduced · −1.8M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $13.5B | 44.9M | ▲+1.9% Added · +841K sh | Q1 2026 | |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $12.4B | 41.1M | ▼~0% Reduced · −16K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.4B | 37.6M | ▲New +37.6M sh | Q1 2026 | |
| 9 | TCI Fund Management Ltd | $9.2B | 30.5M | ▲+9.9% Added · +2.7M sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $6.9B | 22.9M | ▼−4.0% Reduced · −954K sh | Q1 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $6.4B | 18.2M | ▼−2.3% Reduced · −421K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $5.3B | 17.7M | ▼−1.0% Reduced · −187K sh | Q1 2026 | |
| 13 | NORGES BANK | $5.9B | 16.8M | ▼−15% Reduced · −3.1M sh | Q4 2025 | |
| 14 | GOLDMAN SACHS GROUP INC | $4.9B | 16.1M | ▲+4.5% Added · +685K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $4.2B | 13.9M | ▲+9.0% Added · +1.1M sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.1B | 13.7M | ▲+2.3% Added · +304K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $4.1B | 13.6M | ▼−7.5% Reduced · −1.1M sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $3.8B | 12.6M | ▲+1.5% Added · +184K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $3.8B | 12.5M | ▼−0.5% Reduced · −61K sh | Q1 2026 | |
| 20 | UBS Group AG | $3.6B | 12.0M | ▲+3.8% Added · +446K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $3.6B | 12.0M | ▼−4.1% Reduced · −516K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $3.3B | 11.0M | ▼−20% Reduced · −2.7M sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.9B | 9.7M | ▲New +9.7M sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $2.8B | 9.3M | ▲+4.7% Added · +413K sh | Q1 2026 | |
| 25 | LOOMIS SAYLES & CO L P | $2.8B | 9.3M | ▲+0.3% Added · +32K 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 2, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | Option exercise (M) | 2K | $0 |
| Jul 2, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | Sell (S) | 2K | $730K |
| Jul 2, 2026 | ROTTENBERG JULIE B | GENERAL COUNSEL | Option exercise (M) | 2K | $223K |
| Jul 1, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Option exercise (M) | 10K | $0 |
| Jul 1, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Sell (S) | 2K | $564K |
| Jul 1, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Sell (S) | 9K | $3.0M |
| Jul 1, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Option exercise (M) | 10K | $1.2M |
| Jun 29, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Option exercise (M) | 21K | $0 |
| Jun 29, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Sell (S) | 21K | $7.1M |
| Jun 29, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Option exercise (M) | 21K | $2.3M |
| May 12, 2026 | Suh Chris | CHIEF FINANCIAL OFFICER | Sell (S) | 11K | $3.5M |
| Apr 29, 2026 | MCINERNEY RYAN | Chief Executive Officer, Director | Option exercise (M) | 31K | $3.5M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 830 funds | $387.0B |
| AMAZON.COM INCAMZN | 829 funds | $306.7B |
| ALPHABET INC-CL AGOOGL | 809 funds | $262.5B |
| NVIDIA CORPNVDA | 798 funds | $493.5B |
| APPLE INCAAPL | 791 funds | $376.6B |
| META PLATFORMS INC-CLASS AMETA | 779 funds | $167.1B |
| JPMORGAN CHASE & COJPM | 758 funds | $100.2B |
| BROADCOM INCAVGO | 756 funds | $196.4B |
| ALPHABET INC-CL CGOOG | 756 funds | $177.7B |
| MASTERCARD INC - AMA | 735 funds | $81.8B |
| ELI LILLY & COLLY | 727 funds | $106.3B |
| COSTCO WHOLESALE CORPCOST | 715 funds | $55.6B |
Ranked by how many of V'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 V. 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.