Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Swanenburg Michelle | Insider | 2026-08-06 | 130 | $0 |
| Satpathy Aurobind | Insider | 2026-08-06 | 1,258 | $0 |
| Schiesl Andrew R | See Remarks | 2026-08-06 | 367 | $0 |
| Schiesl Andrew R | See Remarks | 2026-08-06 | 160 | $14,118 |
| Weatherred Michael A | See Remarks | 2026-08-06 | 245 | $0 |
| Weatherred Michael A | See Remarks | 2026-08-06 | 109 | $9,618 |
| Satpathy Aurobind | Insider | 2026-08-03 | 11,538 | $1,000,091 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| MILFORD FUNDS LTD | MILFORD FUNDS LTD opened a new position worth $57,870,592. | 2026-06-30 |
| NORGES BANK | NORGES BANK opened a new position worth $397,187,273. | 2026-06-30 |
| Point72 Asset Management, L.P. | Point72 Asset Management, L.P. opened a new position worth $54,307,388. | 2026-06-30 |
| Freestone Grove Partners LP | Freestone Grove Partners LP opened a new position worth $44,346,177. | 2026-06-30 |
| Bank of New York Mellon Corp | Bank of New York Mellon Corp increased this position by 3182% ($1,170,476 -> $38,415,923). | 2026-06-30 |
| Phoenix Financial Ltd. | Phoenix Financial Ltd. increased this position by 10263% ($294,842 -> $30,554,639). | 2026-06-30 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | CAUSEWAY CAPITAL MANAGEMENT LLC increased this position by 69% ($50,160,136 -> $84,752,521). | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | LAZARD ASSET MANAGEMENT LLC increased this position by 21% ($150,716,064 -> $182,441,543). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| Capital World Investors | $2,290,327,596 | 27,934,411 |
| Capital Research Global Investors | $2,067,341,711 | 25,215,025 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2,006,824,135 | 24,476,450 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,382,150,935 | 16,857,555 |
| FMR LLC | $834,453,664 | 10,177,506 |
| Capital International Investors | $816,237,167 | 9,958,937 |
| GEODE CAPITAL MANAGEMENT, LLC | $695,108,761 | 8,517,923 |
| Fisher Asset Management, LLC | $555,948,288 | 6,780,683 |
| NORGES BANK | $397,187,273 | 4,844,338 |
| AMERIPRISE FINANCIAL INC | $232,508,926 | 2,835,829 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page follows MILFORD FUNDS LTD’s institutional portfolio moves as they show up in the fund’s quarterly Form 13F filings with the SEC. Each 13F is a snapshot of long U.S. equity positions as of quarter-end, not a trade-by-trade record, so the moves below reflect what changed between filings rather than when any specific trade … Read more