AR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMR LLC
· Reduced
−$898M
Change
−6.8M
Δ Own
−83.2%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$898M | −6.8M | −83.2% | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$707M
Change
+5.3M
Δ Own
+91.5%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$707M | +5.3M | +91.5% | Q1 2026 | |||||
|
Schwab
· Added
+$616M
Change
+4.6M
Date
Q1 2026
|
Schwab | Added· Q1 2026 | +$616M | +4.6M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$518M
Change
−3.9M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$518M | −3.9M | – | Q1 2026 | |||||
|
Canada Pension Plan Investment Board
· Added
+$416M
Change
+3.1M
Date
Q1 2026
|
Canada Pension Plan Investment Board | Added· Q1 2026 | +$416M | +3.1M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
−$330M
Change
−2.5M
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | −$330M | −2.5M | – | Q1 2026 | |||||
|
Norges
· Exited
−$325M
Change
−2.5M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$325M | −2.5M | −100.0% | Q1 2026 | |||||
|
Winslow Capital Management, LLC
· Exited
−$253M
Change
−1.9M
Δ Own
−100.0%
Date
Q1 2026
|
Winslow Capital Management, LLC | Exited· Q1 2026 | −$253M | −1.9M | −100.0% | Q1 2026 | |||||
|
Massachusetts Financial Services Co
· Reduced
−$246M
Change
−1.9M
Date
Q1 2026
|
Massachusetts Financial Services Co | Reduced· Q1 2026 | −$246M | −1.9M | – | Q1 2026 | |||||
|
Capital World Investors
· Added
+$219M
Change
+1.7M
Date
Q1 2026
|
Capital World Investors | Added· Q1 2026 | +$219M | +1.7M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$200M
Change
+1.5M
Δ Own
+262.7%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$200M | +1.5M | +262.7% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· New
+$171M
Change
+1.3M
Date
Q1 2026
|
Point72 Asset Management, L.P. | New· Q1 2026 | +$171M | +1.3M | – | Q1 2026 | |||||
|
American Century Companies Inc
· Reduced
−$165M
Change
−1.2M
Date
Q1 2026
|
American Century Companies Inc | Reduced· Q1 2026 | −$165M | −1.2M | – | Q1 2026 | |||||
|
Capital International Investors
· Reduced
−$159M
Change
−1.2M
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | −$159M | −1.2M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$153M
Change
+1.2M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$153M | +1.2M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Phillips Jarrod
· Officer
Tax withholding or exercise payment (F)
-$294K
|
Phillips Jarrod | Officer | Tax withholding or exercise payment (F) | $113.63 | -3K | -$294K | 325K | −0.8% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Arougheti Michael J.
· Director
Tax withholding or exercise payment (F)
-$9.2M
|
Arougheti Michael J. | Director | Tax withholding or exercise payment (F) | $111.31 | -83K | -$9.2M | 1.4M | −5.7% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Deveer R. Kipp
· Director
Tax withholding or exercise payment (F)
-$9.2M
|
Deveer R. Kipp | Director | Tax withholding or exercise payment (F) | $111.31 | -83K | -$9.2M | 1.2M | −6.6% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Jacobson Blair
· Officer
Gift (G)
-8K
|
Jacobson Blair | Officer | Gift (G) | – | -8K | – | 1.1M | – | Jun 3, 2026 | Jun 4, 2026 | |||||||||
|
Olian Judy D.
· Director
Buy
+$60K
|
Olian Judy D. | Director | Buy | $124.43 | +480 | +$60K | 30K | – | Feb 20, 2026 | Feb 24, 2026 | |||||||||
|
Bhutani Ashish
· Director
Buy
+$1.3M
|
Bhutani Ashish | Director | Buy | $126.61 | +10K | +$1.3M | 34K | – | Feb 6, 2026 | Feb 10, 2026 | |||||||||
|
Sagati Aghili Naseem
· Officer
7 operations
−$529K
|
Sagati Aghili Naseem | Officer | 7 operations | $126.68–$137.72 | −4K | −$529K | 330K | – | Feb 4, 2026 | Feb 6, 2026 | |||||||||
|
Deveer R. Kipp
· Director, Officer
Tax withholding or exercise payment (F)
-$15M
|
Deveer R. Kipp | Director, Officer | Tax withholding or exercise payment (F) | $149.67 | -101K | -$15M | 1.2M | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Deveer R. Kipp
· Director, Officer
Grant (A)
200K
|
Deveer R. Kipp | Director, Officer | Grant (A) | – | 200K | – | 1.4M | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Jacobson Blair
· Officer
Tax withholding or exercise payment (F)
-$7.0M
|
Jacobson Blair | Officer | Tax withholding or exercise payment (F) | $149.67 | -47K | -$7.0M | 1.1M | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Jacobson Blair
· Officer
Grant (A)
300K
|
Jacobson Blair | Officer | Grant (A) | – | 300K | – | 1.2M | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Phillips Jarrod
· Officer
Tax withholding or exercise payment (F)
-$2.3M
|
Phillips Jarrod | Officer | Tax withholding or exercise payment (F) | $149.67 | -16K | -$2.3M | 328K | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Phillips Jarrod
· Officer
Grant (A)
100K
|
Phillips Jarrod | Officer | Grant (A) | – | 100K | – | 343K | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Sagati Aghili Naseem
· Officer
Tax withholding or exercise payment (F)
-$3.6M
|
Sagati Aghili Naseem | Officer | Tax withholding or exercise payment (F) | $149.67 | -24K | -$3.6M | 331K | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
|
Sagati Aghili Naseem
· Officer
Grant (A)
100K
|
Sagati Aghili Naseem | Officer | Grant (A) | – | 100K | – | 355K | – | Jan 31, 2026 | Feb 3, 2026 | |||||||||
856 reporting institutions disclosed ARES position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.