402 tracked 13F filers disclose a position in Z as of the latest SEC 13F filings, a combined $6.1B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Caledonia (Private) Investments Pty Ltd | $1.1B | 25.9M | ▼−0.7% Reduced · −190K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $579.7M | 14.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | Independent Franchise Partners LLP | $546.1M | 13.2M | ▲+20% Added · +2.2M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $414.1M | 10.0M | ▲+0.3% Added · +29K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $310.4M | 7.5M | →First observed position No prior filed position | Q1 2026 | |
| 6 | TIGER GLOBAL MANAGEMENT LLC | $304.9M | 7.4M | ▲+22% Added · +1.3M sh | Q1 2026 | |
| 7 | Ninety One UK Ltd | $161.5M | 3.9M | ▼−18% Reduced · −846K sh | Q1 2026 | |
| 8 | EMINENCE CAPITAL, LP | $142.6M | 3.4M | ▲+65% Added · +1.4M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $106.7M | 3.4M | ▼−1.6% Reduced · −56K sh | Q2 2026 | |
| 10 | Technology Crossover Management IX, Ltd. | $96.1M | 3.0M | —Held | Q2 2026 | |
| 11 | STATE STREET CORP | $93.2M | 3.0M | ▼−24% Reduced · −918K sh | Q2 2026 | |
| 12 | Technology Crossover Management VIII, Ltd. | $86.2M | 2.7M | —Held | Q2 2026 | |
| 13 | UBS Group AG | $110.3M | 2.7M | ▲+59% Added · +986K sh | Q1 2026 | |
| 14 | FMR LLC | $106.8M | 2.6M | ▼−71% Reduced · −6.4M sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $106.5M | 2.6M | ▼−20% Reduced · −624K sh | Q1 2026 | |
| 16 | Technology Crossover Management XI, Ltd. | $73.7M | 2.3M | —Held | Q2 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $78.5M | 1.9M | ▲+22% Added · +339K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $74.5M | 1.8M | ▲+339% Added · +1.4M sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.4M | 1.8M | ▲+12% Added · +197K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $70.0M | 1.7M | ▲+120% Added · +921K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $63.3M | 1.6M | ▼−15% Reduced · −269K sh | Q1 2026 | |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | $40.9M | 1.3M | ▲+66% Added · +516K sh | Q2 2026 | |
| 23 | KAHN BROTHERS GROUP INC | $37.3M | 1.2M | ▲+117% Added · +637K sh | Q2 2026 | |
| 24 | Amundi | $47.4M | 1.1M | ▼−30% Reduced · −487K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $44.4M | 1.1M | →First observed position No prior filed position | 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.
Last quarter, 7 funds opened a new position in Z and 34 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 221 funds | $193.5B |
| MICROSOFT CORPMSFT | 220 funds | $253.6B |
| NVIDIA CORPNVDA | 216 funds | $377.3B |
| META PLATFORMS INC-CLASS AMETA | 211 funds | $110.7B |
| ALPHABET INC-CL CGOOG | 204 funds | $121.0B |
| ALPHABET INC-CL AGOOGL | 203 funds | $157.3B |
| BROADCOM INCAVGO | 203 funds | $146.4B |
| ELI LILLY & COLLY | 203 funds | $73.6B |
| TESLA INCTSLA | 202 funds | $67.8B |
| APPLE INCAAPL | 201 funds | $282.0B |
| JPMORGAN CHASE & COJPM | 199 funds | $59.5B |
| COSTCO WHOLESALE CORPCOST | 198 funds | $33.1B |
Ranked by how many of Z's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2024 | Hoag Jay C | Director | Buy (P) | 24K | $1.0M |
| Jun 11, 2024 | Hoag Jay C | Director | Buy (P) | 108K | $4.6M |
| Jun 11, 2024 | Hoag Jay C | Director | Buy (P) | 24K | $1.0M |
| Jun 11, 2024 | Hoag Jay C | Director | Buy (P) | 340K | $14.6M |
| Jun 11, 2024 | Hoag Jay C | Director | Buy (P) | 26K | $1.1M |
| Jun 10, 2024 | Hoag Jay C | Director | Buy (P) | 533K | $23.0M |
| Jun 10, 2024 | Hoag Jay C | Director | Buy (P) | 169K | $7.3M |
| Jun 10, 2024 | Hoag Jay C | Director | Buy (P) | 38K | $1.6M |
| Jun 10, 2024 | Hoag Jay C | Director | Buy (P) | 40K | $1.7M |
| Jun 10, 2024 | Hoag Jay C | Director | Buy (P) | 37K | $1.6M |
| Jun 7, 2024 | Hoag Jay C | Director | Buy (P) | 653K | $27.6M |
| Jun 7, 2024 | Hoag Jay C | Director | Buy (P) | 207K | $8.8M |
| Class | 13F holders | Value held |
|---|---|---|
| Zthis pagecs | 402 funds | $6.1B |
| ZGcs | 239 funds | $1.6B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for Z
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/Z/capital-change-brief"
Use Arkolith's capital_change_brief for Z. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for Z. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.