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/ZBRA/capital-change-brief"
Use Arkolith's capital_change_brief for ZBRA. 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. | $878.8M | 4.2M | ▲+7.3% Added · +286K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $669.3M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $586.0M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $451.1M | 2.2M | ▼−4.7% Reduced · −106K sh | Q1 2026 | |
| 5 | NORDEA INVESTMENT MANAGEMENT AB | $413.5M | 2.0M | ▲+7.6% Added · +143K sh | Q1 2026 | |
| 6 | Boston Partners | $307.5M | 1.5M | ▲+33% Added · +367K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $279.1M | 1.3M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 8 | Alyeska Investment Group, L.P. | $277.0M | 1.3M | ▲+138% Added · +768K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $237.1M | 1.1M | ▲+109% Added · +591K sh | Q1 2026 | |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $235.6M | 1.1M | ▼−9.9% Reduced · −124K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $191.5M | 961K | ▼−5.0% Reduced · −50K sh | Q1 2026 | |
| 12 | VICTORY CAPITAL MANAGEMENT INC | $200.0M | 957K | ▼−13% Reduced · −139K sh | Q1 2026 | |
| 13 | ARIEL INVESTMENTS, LLC | $162.5M | 777K | ▲+63% Added · +302K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $143.5M | 686K | ▲+37% Added · +185K sh | Q1 2026 | |
| 15 | Sumitomo Mitsui Trust Group, Inc. | $142.0M | 679K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 16 | LAZARD ASSET MANAGEMENT LLC | $130.5M | 624K | ▲+3.4% Added · +21K sh | Q1 2026 | |
| 17 | UBS Group AG | $123.3M | 590K | ▲+18% Added · +92K sh | Q1 2026 | |
| 18 | NORGES BANK | $134.5M | 554K | ▲+2.4% Added · +13K sh | Q4 2025 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $114.4M | 547K | ▲+3.2% Added · +17K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $113.4M | 542K | ▲+16% Added · +75K sh | Q1 2026 | |
| 21 | Pictet Asset Management Holding SA | $107.3M | 513K | ▼−14% Reduced · −80K sh | Q1 2026 | |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $104.7M | 501K | ▲+112% Added · +264K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $103.9M | 497K | ▲+74% Added · +211K sh | Q1 2026 | |
| 24 | FMR LLC | $103.6M | 495K | ▲+21% Added · +85K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $95.3M | 456K | ▼−2.4% Reduced · −11K 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 26, 2026 | Luff Loizides Melissa | Chief People Officer | Sell (S) | 500 | $127K |
| May 19, 2026 | Modruson Frank Blaise | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | SMITH MICHAEL A | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | ROBERTS JANICE M | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | GUSTAFSSON ANDERS | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | Dhanasekaran Satish | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | Connors Nelda J | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | Connly Linda | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | Miller Kenneth Bradley | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | MCDOWELL MARY T | Director | Grant (A) | 951 | $235K |
| May 19, 2026 | MANIRE ROSS W | Director | Grant (A) | 951 | $235K |
| May 14, 2026 | ROBERTS JANICE M | Director | Sell (S) | 3K | $749K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 215 funds | $258.0B |
| APPLE INCAAPL | 211 funds | $274.0B |
| ALPHABET INC-CL AGOOGL | 211 funds | $160.2B |
| NVIDIA CORPNVDA | 210 funds | $357.1B |
| AMAZON.COM INCAMZN | 209 funds | $190.8B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $103.8B |
| ELI LILLY & COLLY | 209 funds | $66.2B |
| BROADCOM INCAVGO | 207 funds | $141.3B |
| COSTCO WHOLESALE CORPCOST | 206 funds | $36.7B |
| BANK OF AMERICA CORPBAC | 206 funds | $27.7B |
| JOHNSON & JOHNSONJNJ | 205 funds | $51.3B |
| UNITEDHEALTH GROUP INCUNH | 205 funds | $22.8B |
Ranked by how many of ZBRA'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 ZBRA. 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.