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LIVE · Jun 11, 2026
Stock research · Ownership

Two tabs. Four panels. The whole cap table - including the parts that move tape.

Holders and Trades - the two tabs that make up the Ownership workspace. Pie of institutional vs insider vs public, the 1-year price line with every Form 4 and STOCK Act filing plotted at the exact fill price, the top-10 holders ranked by % owned, and the full Insiders / Institutions / Funds tables underneath.

AAPL · Ownership
Holders Trades

Ownership Breakdown

Institutional 60.42%
Insider 0.07%
Public float 39.51%

Insider Activity

1Y · 12 events

Insider Buy Insider Sell Congress Buy Congress Sell

Top 10 Owners

Name Shares % Owned Change Filing Date
Vanguard Group Inc 1,318,460,221 8.74% +12,481,902 2025-12-31
BlackRock Inc 1,063,107,952 7.05% +8,224,118 2025-12-31
Berkshire Hathaway Inc 300,000,000 1.99% -99,953,000 2025-12-31
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·

Tab 1 · Holders

Who owns it, right now - by every cut that matters.

The Holders tab opens on Overview - pie chart, insider activity chart, top-10 ranked. Three more sub-tabs underneath: Insiders for the executive cap table, Institutions for the 13F-style ranking, Funds for the ETF/fund concentration view.

Overview Pie + insider chart + top 10
Insiders Executive cap table
Institutions 13F-style ranking
Funds ETF & fund concentration

Overview

Overview
  • Pie chart - Institutional #3b82f6 · Insider #10b981 · Public #6b7280
  • Insider activity chart - 1Y price line + 4-marker scatter
  • Top shareholders table - top 10 by share, paginated

Insiders

Insiders

The cap table from inside the building. Columns: Name · Position · Shares Owned · % Owned · Since. Share counts are sourced from the most recent Form 4 filing, with a fallback to the key-executives data feed.

Institutions

Institutions

13F-style aggregate. Columns: Name · Shares · % Owned · Change · Report Date. Change is colour-coded - green/red - so quarter-over-quarter rotation jumps out without sorting.

Funds

Funds

Mutual funds and ETFs. Adds a Portfolio % column - concentration inside the fund itself. Useful for spotting which themed ETFs are over-indexing on the name.

Top 10 Owners

Ranked by % owned. Change vs the last filing. Filing date underneath.

Name Shares % Owned Change
Vanguard Group Inc 1,318,460,221 8.74% +12,481,902
BlackRock Inc 1,063,107,952 7.05% +8,224,118
Berkshire Hathaway Inc 300,000,000 1.99% -99,953,000
State Street Corporation 566,294,143 3.75% +2,140,778
Geode Capital Management LLC 294,442,031 1.95% +1,802,914
Fidelity Mgmt & Research 237,114,608 1.57% -3,028,415
Morgan Stanley 208,452,990 1.38% +12,994,022
JPMorgan Chase & Co 188,810,773 1.25% +4,118,002
Norges Bank Investment Mgmt 169,228,140 1.12% +9,108,440
Bank of America Corp 142,718,801 0.95% -1,224,510

Tab 2 · Trades

Every transaction. Two tables. Both paginated client-side.

The Trades tab splits the data into the two filings that carry it: Form 4 from the SEC for insiders, STOCK Act disclosures for members of Congress and their household. Both surface the same way - sortable, paginated, joined to executive position on the insider side and to chamber on the congressional side.

Insider Trades Form 4, paginated
Congressional Trading STOCK Act, paginated
Insider Trades · Form 4
Name Date Position Shares Change Price
Cook Timothy D 2026-04-12 CEO 892,403 -223,540 $229.18
Maestri Luca 2026-03-28 CFO 142,118 +12,000 $201.55
O'Brien Deirdre 2026-03-04 SVP Retail & People 88,402 -22,118 $182.40
Adams Katherine L 2026-02-18 SVP, General Counsel 74,889 +18,400 $168.12
Kondo Chris 2026-02-02 Principal Accounting 12,440 +4,200 $172.88
Williams Jeffrey E 2026-01-22 COO 462,118 -118,440 $192.05
Levinson Arthur D 2025-12-14 Director, Chairman 4,531,902 +0 (grant) $248.20
Showing 1 to 7 of 142 results ‹ 1 2 3 … 21 ›
Congressional Trades · STOCK Act
Representative Chamber Date Type Amount
Nancy Pelosi
Democrat - CA
House 2026-04-22 Purchase $1,000,001 - $5,000,000
Daniel S. Goldman
Democrat - NY
House 2026-04-18 Sale $15,001 - $50,000
Tommy Tuberville
Republican - AL
Senate 2026-03-29 Purchase $50,001 - $100,000
Ro Khanna
Democrat - CA
House 2026-03-11 Purchase $1,001 - $15,000
Susie Lee
Democrat - NV
House 2026-02-04 Sale $100,001 - $250,000
Sheldon Whitehouse
Democrat - RI
Senate 2026-01-28 Purchase $15,001 - $50,000
Showing 1 to 6 of 38 results ‹ 1 2 3 4 5 6 ›

Marker legend

Four marker colours. Each is a different filing source.

The dots on the chart aren't decoration. Each filing source maps to a distinct marker colour - these are them. The y-coordinate is the closest closing price within ±3 days of the transaction date (handles weekends), so a marker sits at the actual fill price the insider got.

Insider Buy #10b981

Form 4 code P (purchase) or A (grant). Open-market purchases by officers, directors, 10%+ owners - strongest when clustered.

Insider Sell #ef4444

Form 4 code S. We don't strip 10b5-1 sales - they're still data, just weighted differently. Discretionary sales are the louder signal.

Congress Buy #3b82f6

STOCK Act disclosure, transactionType containing "purchase". Tagged with chamber (House / Senate) so you can spot committee context.

Congress Sell #a855f7

STOCK Act sale. Owner field tells you whether it's the member, spouse, dependent, or joint - the spouse trades tend to lead.

Side by side

The same data the funds pay six figures for.

Your broker Specialist providers Stoxly · Ownership
Institutional holders ranked Top 10 Top 100+ Top-shareholders aggregate (broader than 13F)
Insider transactions Sometimes Yes Form 4 with transaction code, position, change, price
Congressional trades - Yes (paid) Every STOCK Act filing - chamber + owner + amount band
Plotted against price - Sometimes 1-year price line with 4-colour markers at fill price
Owner-type breakdown Yes Yes Pie: institutional / insider / public - non-US safe
Funds & ETFs (13F-style) - Sometimes Dedicated table with portfolio-% concentration
Executive cap table - Yes Name / position / shares / % owned / since

Ownership · Holders + Trades

See the institutional bid before the retail one sees it.

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