Stocklore

Q1 2024 13F recap

Of the 52 institutions we track, 52 filed their holdings as of the end of Q1 2024 (Mar 31, 2024) with the SEC between Apr 18 and May 15. This page compares them with the prior quarter (Q4 2023).

A 13F shows holdings on a single day — the last day of the quarter. It does not say when a position was bought or whether it is still held, and it is filed up to 45 days after the quarter ends. Only stocks are counted (put and call options are excluded). What a 13F is

280 stocks
Stocks newly bought by 2+ institutions
226 stocks
Stocks fully sold by 2+ institutions
1,178
New positions (institution × stock)
1,078
Full exits (institution × stock)

Stocks newly bought by several institutions

2 or more institutions bought a stock this quarter that they did not hold the quarter before. The figure next to each institution is the stock's weight in that institution's portfolio.

280 stocks in all. Listed here are the 20 with the most institutions overlapping.

  1. RDDTReddit, Inc.9 institutionsReported value $107.9M
    Maverick Capital 0.3% · Duquesne Family Office 0.2% · Blackstone 0.1% · Tiger Global Management 0.1% +5 more
    See around Mar 31, 2024 on the chart →
  2. ALABAstera Labs, Inc. Common Stock8 institutionsReported value $184.9M
    Maverick Capital 1.4% · Dragoneer Investment Group 0.5% · Soros Fund Management 0.3% · Tudor Investment Corp 0.08% +4 more
    See around Mar 31, 2024 on the chart →
  3. FLUTFlutter Entertainment plc7 institutionsReported value $3.90B
    Dragoneer Investment Group 7.8% · ValueAct Capital 1.7% · Sands Capital Management 1.1% · Capital World Investors 0.5% +3 more
    See around Mar 31, 2024 on the chart →
  4. KSPIJoint Stock Company Kaspi.kz American Depository Shares7 institutionsReported value $708.7M
    Sands Capital Management 0.6% · GQG Partners 0.4% · Baillie Gifford & Co 0.1% · Blackstone 0.05% +3 more
    See around Mar 31, 2024 on the chart →
  5. COOThe Cooper Companies, Inc. Common Stock6 institutionsReported value $1.07B
    Generation Investment Management 1.9% · Capital World Investors 0.09% · Bridgewater Associates 0.08% · Tudor Investment Corp 0.06% +2 more
    See around Mar 31, 2024 on the chart →
  6. CPAYCorpay, Inc.5 institutionsReported value $705.3M
    Third Point LLC 2.6% · Tiger Global Management 2.3% · Bridgewater Associates 0.2% · National Pension Service (Korea) 0.05% +1 more
    See around Mar 31, 2024 on the chart →
  7. APPAppLovin Corporation5 institutionsReported value $469.9M
    Lone Pine Capital 2.9% · Moore Capital Management 0.8% · Blackstone 0.1% · Tudor Investment Corp 0.05% +1 more
    That quarter: Earnings released Feb 14 · revenue +35.7% year over year
    See around Mar 31, 2024 on the chart →
  8. NDAQNasdaq, Inc.5 institutionsReported value $131.2M
    Maverick Capital 0.8% · Moore Capital Management 0.3% · Point72 Asset Management 0.1% · Blackstone 0.03% +1 more
    That quarter: Earnings released Jan 31 · revenue +4.1% year over year · 8-K Mar 20 ‘Nasdaq and Borse Dubai Announce Launch of Secondary Offering of Nasdaq Common Stock’ · 10-K Feb 21 risk factors — 1 new headings · 1 removed · 2 reworded
    See around Mar 31, 2024 on the chart →
  9. VSTVistra Corp.4 institutionsReported value $740.6M
    Lone Pine Capital 3.5% · Coatue Management 0.9% · Moore Capital Management 0.6% · National Pension Service (Korea) 0.04%
    That quarter: Earnings released Feb 28 · revenue -20.4% year over year · 8-K Mar 7 ‘Vistra Completes Energy Harbor Acquisition’ · 10-K Feb 29 risk factors — 2 new headings · 2 removed · 4 reworded
    See around Mar 31, 2024 on the chart →
  10. AVGOBroadcom Inc.4 institutionsReported value $1.20B
    Coatue Management 2.2% · Point72 Asset Management 1.5% · Glenview Capital Management 0.5% · Carlyle Group 0.06%
    That quarter: Earnings released Mar 7 · revenue +34.2% year over year
    See around Mar 31, 2024 on the chart →
  11. CEGConstellation Energy Corporation4 institutionsReported value $894.0M
    Coatue Management 1.5% · Lone Pine Capital 1.3% · GQG Partners 0.5% · Moore Capital Management 0.4%
    That quarter: Earnings released Feb 27 · revenue -21.0% year over year · 10-K Feb 27 risk factors — 41 new headings · 29 removed · 7 reworded
    See around Mar 31, 2024 on the chart →
  12. DELLDell Technologies Inc.4 institutionsReported value $1.34B
    Coatue Management 1.9% · Tudor Investment Corp 0.2% · Capital World Investors 0.1% · Maverick Capital 0.01%
    That quarter: Earnings released Feb 29 · revenue -10.9% year over year · 10-K Mar 25 risk factors — 2 new headings · 2 removed · 4 reworded
    See around Mar 31, 2024 on the chart →
  13. DFSDiscover Financial Services4 institutionsReported value $95.2M
    Duquesne Family Office 1.9% · Moore Capital Management 0.04% · Caisse de depot (Quebec) 0.02% · Maverick Capital 0.01%
    See around Mar 31, 2024 on the chart →
  14. WABWABTEC CORP4 institutionsReported value $80.4M
    Duquesne Family Office 1.3% · Caisse de depot (Quebec) 0.04% · Bridgewater Associates 0.02% · Tudor Investment Corp 0.02%
    See around Mar 31, 2024 on the chart →
  15. DALDelta Air Lines4 institutionsReported value $325.4M
    Harris Associates (Oakmark) 0.5% · Moore Capital Management 0.08% · Tudor Investment Corp 0.03% · Caisse de depot (Quebec) 0.01%
    That quarter: Earnings released Jan 12 · revenue +5.9% year over year · 10-K Feb 12 risk factors — 2 removed
    See around Mar 31, 2024 on the chart →
  16. OKTAOkta, Inc.4 institutionsReported value $49.4M
    Soros Fund Management 0.7% · Moore Capital Management 0.03% · Bridgewater Associates 0.01% · Maverick Capital 0.01%
    That quarter: Earnings released Mar 1 · revenue +18.6% year over year · 10-K Mar 1 risk factors — 1 new headings · 5 removed · 7 reworded
    See around Mar 31, 2024 on the chart →
  17. VRTVertiv Holdings Co4 institutionsReported value $168.5M
    Viking Global Investors 0.3% · Tudor Investment Corp 0.2% · Blackstone 0.08% · National Pension Service (Korea) 0.05%
    That quarter: Earnings released Feb 21 · revenue +12.7% year over year · 8-K Mar 7 ‘Vertiv Declares Quarterly Dividend’
    See around Mar 31, 2024 on the chart →
  18. CNQCanadian Natural Resources Limited4 institutionsReported value $64.0M
    Moore Capital Management 0.4% · Point72 Asset Management 0.09% · Soros Fund Management 0.06% · Tudor Investment Corp <0.01%
    See around Mar 31, 2024 on the chart →
  19. ETNEaton Corporation plc4 institutionsReported value $343.0M
    National Pension Service (Korea) 0.3% · Point72 Asset Management 0.2% · Caisse de depot (Quebec) 0.03% · Duquesne Family Office 0.01%
    That quarter: Earnings released Feb 1 · revenue +10.8% year over year · 8-K Jan 18 ‘Eaton appoints board member, Olivier Leonetti, executive vice president and chief financial officer; Expects strong fourth quarter and full-year 2023 results’ · 10-K Feb 29 risk factors — same headings as the prior year
    See around Mar 31, 2024 on the chart →
  20. MMM3M Company4 institutionsReported value $180.5M
    Moore Capital Management 0.1% · Soros Fund Management 0.09% · Capital World Investors 0.03% · Tudor Investment Corp 0.02%
    That quarter: Earnings released Jan 23 · revenue -25.7% year over year · 8-K Jan 29 ‘Combat Arms Earplugs Settlement Set to Exceed 98% Participation Milestone’
    See around Mar 31, 2024 on the chart →

Stocks fully sold by several institutions

2 or more institutions sold their entire position this quarter in a stock they held the quarter before. Weights are prior-quarter values.

226 stocks in all. Listed here are the 20 with the most institutions overlapping.

  1. SPLKSplunk Inc8 institutionsPrior-quarter reported value $2.20B
    Soros Fund Management 3.1% · Tudor Investment Corp 2.0% · PRIMECAP Management 1.3% · Moore Capital Management 0.2% +4 more
    See around Mar 31, 2024 on the chart →
  2. GOOGLAlphabet Inc. Class A5 institutionsPrior-quarter reported value $1.35B
    Viking Global Investors 1.7% · Saudi Arabia Public Inv. Fund 1.7% · GQG Partners 0.6% · Blackstone 0.07% +1 more
    That quarter: Earnings released Jan 30 · revenue +13.5% year over year · 8-K Feb 8 ‘Alphabet Recommends Stockholders Reject the Below-Market Mini-Tender Offer by TRC Capital Investment Corporation’ · 10-K Jan 31 risk factors — 1 new headings · 3 removed · 3 reworded
    See around Mar 31, 2024 on the chart →
  3. TMUST-Mobile US, Inc.5 institutionsPrior-quarter reported value $134.5M
    Point72 Asset Management 0.3% · Moore Capital Management 0.2% · Tudor Investment Corp 0.09% · Soros Fund Management 0.06% +1 more
    That quarter: Earnings released Jan 25 · revenue +1.0% year over year · 8-K Jan 12 ‘T-Mobile Announces Proposed Public Offering of Senior Notes’ · 10-K Feb 2 risk factors — 3 new headings · 3 removed · 6 reworded
    See around Mar 31, 2024 on the chart →
  4. FLTFleetCor Technologies, Inc.4 institutionsPrior-quarter reported value $613.2M
    Third Point LLC 2.6% · Tiger Global Management 2.6% · Bridgewater Associates 0.2% · National Pension Service (Korea) 0.05%
    See around Mar 31, 2024 on the chart →
  5. PAYCPAYCOM SOFTWARE, INC.4 institutionsPrior-quarter reported value $174.1M
    ValueAct Capital 2.5% · Point72 Asset Management 0.07% · National Pension Service (Korea) 0.02% · Caisse de depot (Quebec) 0.01%
    See around Mar 31, 2024 on the chart →
  6. METMetLife, Inc.4 institutionsPrior-quarter reported value $428.2M
    Viking Global Investors 1.4% · Moore Capital Management 0.8% · Point72 Asset Management 0.02% · Maverick Capital 0.01%
    That quarter: Earnings released Jan 31 · revenue +21.9% year over year · 8-K Mar 12 ‘METLIFE ANNOUNCES FULL REDEMPTION OF 5.375% SENIOR NOTES DUE 2024’
    See around Mar 31, 2024 on the chart →
  7. LWLamb Weston Holdings, Inc.4 institutionsPrior-quarter reported value $66.2M
    Duquesne Family Office 1.7% · Moore Capital Management 0.04% · Tudor Investment Corp 0.04% · Maverick Capital 0.02%
    See around Mar 31, 2024 on the chart →
  8. PDDPDD Holdings Inc. American Depositary Shares4 institutionsPrior-quarter reported value $533.6M
    GQG Partners 0.9% · Tiger Global Management 0.7% · Moore Capital Management 0.3% · Soros Fund Management 0.08%
    See around Mar 31, 2024 on the chart →
  9. BILLBILL Holdings, Inc.4 institutionsPrior-quarter reported value $171.9M
    Coatue Management 0.7% · Moore Capital Management 0.02% · Bridgewater Associates 0.01% · Caisse de depot (Quebec) 0.01%
    That quarter: Earnings released Feb 8 · revenue +22.5% year over year · 8-K Mar 7 ‘BILL Announces Repurchase of 0.0% Convertible Senior Notes Due 2025’
    See around Mar 31, 2024 on the chart →
  10. BIRKBirkenstock Holding plc4 institutionsPrior-quarter reported value $54.0M
    Soros Fund Management 0.4% · Dragoneer Investment Group 0.3% · Tudor Investment Corp 0.04% · Blackstone 0.02%
    That quarter: Earnings released Feb 29 · revenue +21.9% year over year
    See around Mar 31, 2024 on the chart →
  11. CWANClearwater Analytics Holdings, Inc.4 institutionsPrior-quarter reported value $44.6M
    Dragoneer Investment Group 0.4% · Soros Fund Management 0.1% · Durable Capital Partners 0.1% · Point72 Asset Management <0.01%
    See around Mar 31, 2024 on the chart →
  12. JNPRJuniper Networks Inc4 institutionsPrior-quarter reported value $50.8M
    Pzena Investment Management 0.1% · Bridgewater Associates 0.05% · Tudor Investment Corp 0.04% · Maverick Capital 0.01%
    See around Mar 31, 2024 on the chart →
  13. MPWRMonolithic Power Systems, Inc.4 institutionsPrior-quarter reported value $61.1M
    Tudor Investment Corp 0.1% · Bridgewater Associates 0.09% · GQG Partners 0.06% · Maverick Capital 0.01%
    That quarter: Earnings released Feb 7 · revenue -1.3% year over year
    See around Mar 31, 2024 on the chart →
  14. SEDGSolarEdge Technologies, Inc.4 institutionsPrior-quarter reported value $85.9M
    Coatue Management 0.3% · Point72 Asset Management 0.05% · Tudor Investment Corp 0.03% · National Pension Service (Korea) <0.01%
    See around Mar 31, 2024 on the chart →
  15. ULTAULTA BEAUTY INC4 institutionsPrior-quarter reported value $10.8M
    Maverick Capital 0.09% · Tudor Investment Corp 0.04% · Pzena Investment Management <0.01% · Moore Capital Management <0.01%
    See around Mar 31, 2024 on the chart →
  16. LOWLowe's Companies, Inc.3 institutionsPrior-quarter reported value $289.9M
    Pershing Square Capital 2.7% · Moore Capital Management 0.2% · Maverick Capital 0.03%
    That quarter: Earnings released Feb 27 · revenue -17.1% year over year · 10-K Mar 25 risk factors — 2 new headings · 3 removed · 6 reworded
    See around Mar 31, 2024 on the chart →
  17. BLKBlackrock, Inc.3 institutionsPrior-quarter reported value $653.7M
    Saudi Arabia Public Inv. Fund 1.7% · Moore Capital Management 0.8% · Point72 Asset Management 0.02%
    That quarter: Earnings released Jan 12 · 8-K Mar 28 ‘BlackRock Independent Directors Ask Murry S. Gerber to Stand for Re-Election and Remain Lead Independent Director in Light of Global Infrastructure Partners Transaction’
    See around Mar 31, 2024 on the chart →
  18. CVXChevron Corporation3 institutionsPrior-quarter reported value $207.0M
    Duquesne Family Office 1.7% · Point72 Asset Management 0.3% · Bridgewater Associates 0.06%
    That quarter: Earnings released Feb 2 · revenue -16.5% year over year · 10-K Feb 26 risk factors — 2 new headings · 1 removed · 2 reworded
    See around Mar 31, 2024 on the chart →
  19. AMTAmerican Tower Corporation3 institutionsPrior-quarter reported value $444.2M
    Saudi Arabia Public Inv. Fund 1.2% · Tudor Investment Corp 0.3% · Bridgewater Associates <0.01%
    That quarter: Earnings released Feb 27 · revenue -9.2% year over year · 8-K Mar 14 ‘AMERICAN TOWER CORPORATION ANNOUNCES ELECTION OF NEVILLE R. RAY TO BOARD OF DIRECTORS AND DECLARES QUARTERLY DISTRIBUTION’ · 10-K Feb 27 risk factors — 1 new headings · 2 removed · 2 reworded
    See around Mar 31, 2024 on the chart →
  20. CHTRCharter Communications3 institutionsPrior-quarter reported value $174.4M
    Glenview Capital Management 1.0% · Coatue Management 0.5% · Caisse de depot (Quebec) <0.01%
    That quarter: Earnings released Feb 2 · revenue +0.3% year over year
    See around Mar 31, 2024 on the chart →

Moves that ran for more than one quarter

Stocks where, in every quarter up to this one, 2 or more institutions moved one way and outnumbered those moving the other way. The number moving the other way in the same quarter is shown too.

Bought or added quarter after quarter

  1. ECLEcolab Inc.8+ quarters in a row
    This quarter: 4 bought or added · 2 trimmed or sold
    That quarter: Earnings released Feb 13 · revenue +7.3% year over year · 8-K Feb 22 ‘ECOLAB APPOINTS JUDSON ALTHOFF TO BOARD OF DIRECTORS’
  2. VZVerizon Communications6 quarters in a row
    This quarter: 2 bought or added · 0 trimmed or sold
    That quarter: Earnings released Jan 23 · revenue -0.3% year over year · 10-K Feb 9 risk factors — 3 new headings · 1 removed · 1 reworded
  3. GILDGilead Sciences5 quarters in a row
    This quarter: 5 bought or added · 1 trimmed or sold
    That quarter: Earnings released Feb 6 · revenue -3.7% year over year · 8-K Mar 22 ‘GILEAD SCIENCES ANNOUNCES COMPLETION OF ACQUISITION OF CYMABAY’ · 10-K Feb 23 risk factors — 2 new headings · 3 reworded
  4. CTVACorteva, Inc.5 quarters in a row
    This quarter: 4 bought or added · 2 trimmed or sold
    That quarter: Earnings released Jan 31 · revenue -3.1% year over year
  5. EQIXEquinix, Inc.5 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
    That quarter: Earnings released Feb 14 · revenue +12.8% year over year · 8-K Mar 25 ‘Equinix Files 8-K Notification and Comments on Recent Events’
  6. BMRNBioMarin Pharmaceuticals Inc4 quarters in a row
    This quarter: 6 bought or added · 3 trimmed or sold
    That quarter: Earnings released Feb 22 · revenue +20.2% year over year · 10-K Feb 26 risk factors — 1 removed · 1 reworded
  7. NEENextEra Energy, Inc.4 quarters in a row
    This quarter: 6 bought or added · 5 trimmed or sold
    That quarter: Earnings released Jan 25 · revenue 0.0% year over year · 8-K Feb 28 ‘NextEra Energy Capital Holdings announces offering of $900 million in aggregate principal amount of exchangeable senior notes due 2027’ · 10-K Feb 16 risk factors — 1 removed · 3 reworded
  8. CCThe Chemours Company4 quarters in a row
    This quarter: 5 bought or added · 1 trimmed or sold
  9. MMM3M Company4 quarters in a row
    This quarter: 5 bought or added · 4 trimmed or sold
    That quarter: Earnings released Jan 23 · revenue -25.7% year over year · 8-K Jan 29 ‘Combat Arms Earplugs Settlement Set to Exceed 98% Participation Milestone’
  10. BDXBecton, Dickinson and Co.4 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
  11. VMRKVIVMARK RESIDENTIAL4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
  12. WELLWelltower Inc.4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
    That quarter: Earnings released Feb 13 · revenue +15.2% year over year
  13. XNCRXENCOR INC4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
  14. AEEAmeren Corporation4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  15. AXPAmerican Express Company4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
    That quarter: Earnings released Jan 26 · revenue +5.4% year over year · 8-K Mar 7 ‘American Express Board Authorizes 17 Percent Dividend Increase’ · 10-K Feb 9 risk factors — 2 removed · 6 reworded
  16. GFLGFL Environmental Inc. Subordinate Voting Shares4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  17. LYFTLyft, Inc.4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
    That quarter: Earnings released Feb 13 · revenue +4.2% year over year · 8-K Feb 28 ‘Lyft Announces Pricing of Offering of $400 million of Convertible Senior Notes’
  18. ZGNErmenegildo Zegna N.V.4 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  19. SPHRSPHERE ENTERTAINMENT CO4 quarters in a row
    This quarter: 2 bought or added · 1 trimmed or sold
  20. AVGOBroadcom Inc.3 quarters in a row
    This quarter: 7 bought or added · 5 trimmed or sold
    That quarter: Earnings released Mar 7 · revenue +34.2% year over year

Trimmed or sold quarter after quarter

  1. TRGPTARGA RESOURCES CORP6 quarters in a row
    This quarter: 3 bought or added · 5 trimmed or sold
  2. ACMAecom6 quarters in a row
    This quarter: 1 bought or added · 3 trimmed or sold
  3. FLEXFlex Ltd. Ordinary Shares6 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
  4. JNJJohnson & Johnson6 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
    That quarter: Earnings released Jan 23 · revenue +7.3% year over year · 10-K Feb 16 risk factors — 2 new headings · 3 removed · 8 reworded
  5. PTCPTC, INC5 quarters in a row
    This quarter: 3 bought or added · 4 trimmed or sold
  6. TSLATesla, Inc.5 quarters in a row
    This quarter: 3 bought or added · 4 trimmed or sold
    That quarter: Earnings released Jan 24 · revenue +3.5% year over year · 10-K Jan 29 risk factors — 1 removed · 1 reworded
  7. CHDCHURCH & DWIGHT CO INC5 quarters in a row
    This quarter: 0 bought or added · 3 trimmed or sold
  8. STNEStoneCo Ltd. Class A Common Shares5 quarters in a row
    This quarter: 1 bought or added · 3 trimmed or sold
  9. BRBROADRIDGE FINANCIAL SOLUTIO5 quarters in a row
    This quarter: 0 bought or added · 2 trimmed or sold
  10. FBINFortune Brands Innovations, Inc.5 quarters in a row
    This quarter: 0 bought or added · 2 trimmed or sold
  11. BKNGBooking Holdings Inc.4 quarters in a row
    This quarter: 5 bought or added · 9 trimmed or sold
    That quarter: Earnings released Feb 22 · revenue +18.2% year over year · 10-K Feb 22 risk factors — 2 new headings · 4 removed · 5 reworded
  12. NFLXNetflix, Inc.4 quarters in a row
    This quarter: 3 bought or added · 8 trimmed or sold
    That quarter: Earnings released Jan 23 · revenue +12.5% year over year · 10-K Jan 26 risk factors — 1 removed · 3 reworded
  13. GOOGAlphabet Inc. Class C Capital Stock4 quarters in a row
    This quarter: 4 bought or added · 7 trimmed or sold
    That quarter: Earnings released Jan 30 · revenue +13.5% year over year · 10-K Jan 31 risk factors — 1 new headings · 3 removed · 3 reworded
  14. DLTRDollar Tree Inc.4 quarters in a row
    This quarter: 4 bought or added · 6 trimmed or sold
    That quarter: Earnings released Mar 13 · revenue -35.7% year over year · 8-K Feb 28 ‘Dollar Tree, Inc. to Host Fourth Quarter Earnings Conference Call’
  15. DEDeere & Company4 quarters in a row
    This quarter: 4 bought or added · 5 trimmed or sold
    That quarter: Earnings released Feb 15 · revenue -3.7% year over year
  16. ENPHEnphase Energy, Inc.4 quarters in a row
    This quarter: 2 bought or added · 5 trimmed or sold
    That quarter: Earnings released Feb 6 · revenue -58.2% year over year · 10-K Feb 9 risk factors — 2 new headings · 3 removed · 5 reworded
  17. ENOVENOVIS CORP4 quarters in a row
    This quarter: 1 bought or added · 4 trimmed or sold
  18. HALHalliburton Company4 quarters in a row
    This quarter: 1 bought or added · 4 trimmed or sold
    That quarter: Earnings released Jan 23 · revenue +2.8% year over year
  19. MOHMolina Healthcare, Inc.4 quarters in a row
    This quarter: 1 bought or added · 4 trimmed or sold
    That quarter: Earnings released Feb 7 · revenue +10.0% year over year · 8-K Feb 29 ‘Molina Healthcare Provides Update on the Virginia Cardinal Care Managed Care Contract’
  20. MTCHMatch Group, Inc4 quarters in a row
    This quarter: 2 bought or added · 4 trimmed or sold

Institutional moves by sector

Stocks with moves this quarter, grouped by sector. Each institution is counted once; new buys and full exits are institution × stock counts.

Left · institutions buying or addingRight · institutions trimming or sellingFour bars = the last 4 quarters (oldest on the left) · same scale across the table
SectorInstitutions buying or addingInstitutions trimming or sellingNew buysFull exitsStocks
Biotech & Health
3536168118215
Software
3138738585
Financials
2933837588
Consumer Goods
2426637188
Retail
3233607371
Industrials
2627726783
Internet
4136654955
Semiconductors
3030514043
Utilities
1816395054
REITs
1615313653
Media
2725432337
Insurance
1718293639
Chemicals
2123392932
Energy
1418322439
Materials
1817202633
IT Hardware
1920221719
Transportation
1916211822
Defense & Aerospace
1613231220
Hotels & Travel
1617171618
EV & Autos
171418919
Construction
1115121518
Telecom
131461413
Crypto
15111

Changes by institution

Tap an institution's name to jump to its section. The figure next to each stock is its weight in that institution's portfolio; for full exits it is the prior-quarter weight.

Berkshire Hathaway — Q1 2024

New 0 · added 3 · trimmed 3 · fully sold 1
Fully soldHPQ 0.2%
AddedCB 2.0% · LSXMK 0.6% · LSXMA 0.3%
TrimmedAAPL 40.8% · CVX 5.8% · PARA 0.03%
Full holdings and 13F alerts for this institution →

Pershing Square Capital — Q1 2024

New 0 · added 0 · trimmed 1 · fully sold 1
Fully soldLOW 2.7%
TrimmedCMG 20.1%
Full holdings and 13F alerts for this institution →

Baupost Group — Q1 2024

New 4 · added 2 · trimmed 8 · fully sold 3
NewEXP 1.9% · WCC 1.0% · GDS 0.5% · FTRE 0.3%
Fully soldTSEM 1.8% · SSNC 1.4% · GTX 0.6%
AddedCLVT 6.2% · HLF 0.6%
TrimmedFIS 11.3% · VSAT 7.5% · CRH 6.4%
Full holdings and 13F alerts for this institution →

Icahn Capital LP — Q1 2024

New 2 · added 1 · trimmed 0 · fully sold 2
NewUAN 2.6% · JBLU 1.1%
Fully soldFE 2.0% · NWL 0.5%
AddedIFF 2.7%
Full holdings and 13F alerts for this institution →

Third Point LLC — Q1 2024

New 9 · added 5 · trimmed 5 · fully sold 5
NewGOOGL 5.8% · CPAY 2.6% · SPGI 1.8% · AAP 1.6% · MRVL 1.4%
Fully soldX 4.0% · DD 4.0% · FLT 2.6% · MCK 1.1% · BMRN 0.6%
AddedAMZN 11.7% · META 7.7% · ICE 1.8%
TrimmedMSFT 9.5% · BBWI 8.2% · VST 4.0%
Full holdings and 13F alerts for this institution →

Elliott Management — Q1 2024

New 3 · added 5 · trimmed 4 · fully sold 3
NewHDB 0.2% · IBIT 0.07% · NVDA 0.03%
Fully soldLQD 1.2% · FIS 0.7% · VAL 0.07%
AddedSU 12.1% · BMRN 1.9% · ETSY 1.0%
TrimmedMPC 9.2% · SDRL 1.8% · BTU 0.6%
Full holdings and 13F alerts for this institution →

ValueAct Capital — Q1 2024

New 1 · added 2 · trimmed 7 · fully sold 3
NewFLUT 1.7%
Fully soldPAYC 2.5% · DHR 0.9% · STX 0.5%
AddedDIS 14.6% · RBLX 1.9%
TrimmedFISV 12.9% · EXPE 10.3% · CBRE 5.3%
Full holdings and 13F alerts for this institution →

Starboard Value LP — Q1 2024

New 1 · added 3 · trimmed 8 · fully sold 1
NewALIT 8.1%
Fully soldVRT 2.6%
AddedNWSA 3.2% · ROG 2.0% · MRCY 1.6%
TrimmedGDDY 15.7% · CRM 7.5% · WIX 6.9%
Full holdings and 13F alerts for this institution →

Jana Partners — Q1 2024

New 1 · added 4 · trimmed 1 · fully sold 0
NewQDEL 3.1%
AddedSPY 19.5% · FIS 13.9% · FYBR 13.0%
TrimmedFRPT 6.9%
Full holdings and 13F alerts for this institution →

Greenlight Capital — Q1 2024

New 6 · added 10 · trimmed 9 · fully sold 3
NewPENN 3.8% · HPQ 2.2% · ROIV 2.0% · LBTYA 1.6% · GDX 0.2%
Fully soldHRI 1.0% · FHN 0.9% · NYB 0.9%
AddedKD 6.6% · ALIT 5.2% · LIVN 3.4%
TrimmedGRBK 28.9% · CEIX 6.3% · THC 4.3%
Full holdings and 13F alerts for this institution →

Glenview Capital Management — Q1 2024

New 5 · added 12 · trimmed 14 · fully sold 3
NewARRY 0.6% · AVGO 0.5% · CAR 0.4% · EXAS 0.3% · W 0.3%
Fully soldCHTR 1.0% · CAH 0.4% · INTC 0.4%
AddedCTVA 6.8% · UHS 6.5% · GPN 5.6%
TrimmedTHC 11.6% · CI 9.3% · MCK 2.7%
Full holdings and 13F alerts for this institution →

Paulson & Co — Q1 2024

New 1 · added 3 · trimmed 1 · fully sold 1
NewOPTU 0.2%
Fully soldSSRM 1.9%
AddedMDGL 32.7% · NG 5.6% · THM 3.1%
TrimmedAU 4.5%
Full holdings and 13F alerts for this institution →

TCI Fund Management — Q1 2024

New 0 · added 2 · trimmed 1 · fully sold 0
AddedGE 20.7% · GOOGL 0.5%
TrimmedTMO 2.2%
Full holdings and 13F alerts for this institution →

Harris Associates (Oakmark) — Q1 2024

New 6 · added 29 · trimmed 76 · fully sold 8
NewDE 2.1% · KVUE 0.6% · DAL 0.5% · ETSY <0.01% · FANG <0.01%
Fully soldNDAQ <0.01% · CMI <0.01% · BRK.A <0.01% · TMUS <0.01% · VTV <0.01%
AddedIQV 4.2% · CHTR 2.9% · COP 2.8%
TrimmedGOOGL 4.8% · COF 3.9% · FISV 3.7%
Full holdings and 13F alerts for this institution →

Fundsmith — Q1 2024

New 2 · added 4 · trimmed 18 · fully sold 2
NewTXN 0.8% · CHH 0.4%
Fully soldIPGP 0.3% · JNJ 0.2%
AddedMTD 3.2% · FTNT 2.2% · AAPL 1.1%
TrimmedMSFT 12.5% · PEP 4.0% · MKC 3.7%
Full holdings and 13F alerts for this institution →

Akre Capital Management — Q1 2024

New 2 · added 15 · trimmed 2 · fully sold 0
NewUBER 1.1% · CCC 0.7%
AddedMA 18.4% · MCO 14.5% · AMT 10.1%
TrimmedBAM 0.02% · DLTR <0.01%
Full holdings and 13F alerts for this institution →

Pzena Investment Management — Q1 2024

New 6 · added 34 · trimmed 45 · fully sold 12
NewDG 1.0% · CHRW 0.2% · INTC <0.01% · DOCU <0.01% · KHC <0.01%
Fully soldJNPR 0.1% · SKX 0.1% · FLEX 0.1% · AEL 0.1% · ORCL 0.05%
AddedMGA 4.6% · EIX 3.3% · CHTR 2.8%
TrimmedCTSH 4.2% · COF 3.7% · C 3.5%
Full holdings and 13F alerts for this institution →

Appaloosa Management — Q1 2024

New 6 · added 6 · trimmed 12 · fully sold 7
NewADBE 2.6% · FXI 2.3% · JD 1.5% · KWEB 1.4% · BA 0.6%
Fully soldHCA 0.6% · FMC 0.3% · WHR 0.2% · MHK 0.2% · GM 0.2%
AddedBABA 12.1% · ORCL 4.3% · PDD 3.6%
TrimmedAMZN 10.2% · MSFT 8.7% · META 8.1%
Full holdings and 13F alerts for this institution →

Duquesne Family Office — Q1 2024

New 31 · added 14 · trimmed 12 · fully sold 18
NewCOHR 3.5% · DFS 1.9% · KMI 1.6% · WAB 1.3% · META 0.7%
Fully soldUBS 2.2% · LW 1.7% · CVX 1.7% · SGI 1.1% · ABXw 0.9%
AddedMSFT 10.7% · VST 4.2% · NTRA 4.0%
TrimmedTECK 4.8% · NVDA 3.6% · STX 3.0%
Full holdings and 13F alerts for this institution →

Bridgewater Associates — Q1 2024

New 62 · added 138 · trimmed 254 · fully sold 80
NewAMZN 1.0% · AMD 0.6% · MDT 0.3% · EWY 0.3% · CPAY 0.2%
Fully soldFLT 0.2% · CME 0.1% · DFS 0.1% · MPWR 0.09% · ALB 0.09%
AddedGOOGL 4.1% · NVDA 3.2% · META 2.4%
TrimmedPG 3.4% · WMT 2.1% · COST 2.0%
Full holdings and 13F alerts for this institution →

Soros Fund Management — Q1 2024

New 48 · added 18 · trimmed 25 · fully sold 33
NewCERE 1.4% · OKTA 0.7% · WRK 0.7% · PCG 0.6% · RUN 0.5%
Fully soldSPLK 3.1% · IWM 3.1% · SPY 1.0% · LVS 0.4% · BIRK 0.4%
AddedGOOGL 3.7% · AEL 1.8% · ARMK 1.1%
TrimmedAER 2.8% · NVO 1.7% · AMZN 1.2%
Full holdings and 13F alerts for this institution →

Tudor Investment Corp — Q1 2024

New 220 · added 240 · trimmed 203 · fully sold 249
NewMU 0.4% · PYPL 0.4% · TCN 0.3% · TFC 0.3% · CRH 0.3%
Fully soldSPLK 2.0% · XOM 0.5% · BMY 0.3% · XLF 0.3% · CMBT 0.3%
AddedPXD 1.8% · SPY 0.8% · UNH 0.4%
TrimmedEQIX 0.2% · APD 0.2% · NDAQ 0.2%
Full holdings and 13F alerts for this institution →

Moore Capital Management — Q1 2024

New 89 · added 54 · trimmed 40 · fully sold 84
NewSMH 1.7% · XOP 1.4% · XLE 1.3% · EQIX 1.1% · AIG 1.0%
Fully soldRSP 4.3% · KRE 1.9% · ENPH 0.9% · CRBG 0.9% · MET 0.8%
AddedAMZN 5.8% · MSFT 2.5% · VRT 2.4%
TrimmedMETA 3.1% · ALLY 2.1% · ALL 1.1%
Full holdings and 13F alerts for this institution →

ARK Invest — Q1 2024

New 11 · added 33 · trimmed 72 · fully sold 3
NewARKB 1.4% · NTRA 0.2% · QCOM 0.1% · ABSI 0.1% · AMGN 0.1%
Fully soldNVTA 0.1% · PFE 0.09% · SPR 0.01%
AddedTSLA 6.3% · ROKU 5.7% · U 2.6%
TrimmedCOIN 8.1% · XYZ 5.9% · PATH 5.0%
Full holdings and 13F alerts for this institution →

Tiger Global Management — Q1 2024

New 4 · added 8 · trimmed 6 · fully sold 2
NewCPAY 2.3% · FWONK 0.8% · RDDT 0.1% · ALAB 0.03%
Fully soldFLT 2.6% · PDD 0.7%
AddedGOOGL 8.5% · AMZN 6.2% · TTWO 4.6%
TrimmedWDAY 2.8% · LRCX 1.9% · NU 1.2%
Full holdings and 13F alerts for this institution →

Coatue Management — Q1 2024

New 18 · added 30 · trimmed 24 · fully sold 28
NewQCOM 2.4% · AVGO 2.2% · DELL 1.9% · CEG 1.5% · VST 0.9%
Fully soldAAPL 2.0% · MRNA 1.4% · UNH 1.2% · DIS 1.1% · AMAT 1.0%
AddedAMZN 7.1% · CRM 5.5% · TSM 5.5%
TrimmedMETA 8.2% · MSFT 6.1% · NVDA 4.9%
Full holdings and 13F alerts for this institution →

Viking Global Investors — Q1 2024

New 18 · added 17 · trimmed 27 · fully sold 13
NewLVS 3.3% · MSFT 2.5% · AAPL 2.5% · DLTR 1.3% · ADBE 1.1%
Fully soldUPS 4.7% · DE 2.1% · GOOGL 1.7% · MET 1.4% · DASH 1.3%
AddedV 6.6% · WDAY 5.4% · AMZN 4.6%
TrimmedAPG 4.2% · FTV 3.0% · AMD 2.7%
Full holdings and 13F alerts for this institution →

Maverick Capital — Q1 2024

New 148 · added 77 · trimmed 58 · fully sold 122
NewEA 1.8% · GFL 1.7% · ALAB 1.4% · NTRA 1.4% · QDEL 1.2%
Fully soldWDAY 1.3% · QRVO 1.2% · CBRE 1.0% · RCI 0.8% · CRH 0.8%
AddedNVDA 3.6% · PM 3.2% · JLL 3.0%
TrimmedCPNG 18.1% · AMZN 4.2% · NU 2.7%
Full holdings and 13F alerts for this institution →

Lone Pine Capital — Q1 2024

New 5 · added 6 · trimmed 13 · fully sold 4
NewVST 3.5% · SPOT 3.5% · APP 2.9% · MCK 2.4% · CEG 1.3%
Fully soldUNH 4.1% · HDB 2.7% · BX 2.5% · GE 2.3%
AddedMSFT 6.4% · KKR 5.5% · PM 4.8%
TrimmedMETA 8.2% · TSM 6.6% · AMZN 6.4%
Full holdings and 13F alerts for this institution →

SoftBank Vision Fund — Q1 2024

New 0 · added 2 · trimmed 2 · fully sold 0
AddedNU 1.5% · MIMO 0.01%
TrimmedIONQ 0.1% · YMM 0.06%
Full holdings and 13F alerts for this institution →

Dragoneer Investment Group — Q1 2024

New 6 · added 4 · trimmed 8 · fully sold 4
NewFLUT 7.8% · DT 4.9% · ALAB 0.5% · TBBB 0.4% · AS 0.1%
Fully soldCARG 1.0% · CWAN 0.4% · CART 0.4% · BIRK 0.3%
AddedGLBE 11.3% · CPNG 7.9% · BZ 7.3%
TrimmedXYZ 6.6% · DASH 5.1% · NU 3.6%
Full holdings and 13F alerts for this institution →

Capital World Investors — Q1 2024

New 20 · added 97 · trimmed 99 · fully sold 12
NewFLUT 0.5% · DELL 0.1% · COO 0.09% · IR 0.07% · VMC 0.06%
Fully soldROK 0.1% · IDXX 0.1% · MCO 0.09% · PINS 0.06% · LVS 0.03%
AddedVRTX 1.8% · TMO 1.3% · GOOG 1.1%
TrimmedMSFT 5.8% · AVGO 5.7% · LLY 3.2%
Full holdings and 13F alerts for this institution →

PRIMECAP Management — Q1 2024

New 5 · added 47 · trimmed 72 · fully sold 2
NewCOP 0.3% · DOCU 0.02% · IMNM <0.01% · NRIX <0.01% · IMCR <0.01%
Fully soldSPLK 1.3% · HLT 0.08%
AddedBABA 1.1% · BIDU 0.8% · JPM 0.8%
TrimmedLLY 12.3% · NVDA 1.6% · TMO 1.2%
Full holdings and 13F alerts for this institution →

GQG Partners — Q1 2024

New 21 · added 24 · trimmed 21 · fully sold 13
NewNFLX 2.3% · SMCI 2.1% · CRM 1.5% · ANET 1.4% · SPOT 1.0%
Fully soldGOOG 6.0% · SLB 3.2% · AON 1.1% · PDD 0.9% · SNOW 0.6%
AddedMETA 9.0% · AVGO 6.4% · MSFT 4.8%
TrimmedNVDA 19.4% · PBR 4.8% · LRCX 3.4%
Full holdings and 13F alerts for this institution →

Baker Bros. Advisors — Q1 2024

New 9 · added 10 · trimmed 4 · fully sold 2
NewFATE 0.2% · NMRA 0.1% · DYN 0.1% · PRAX 0.1% · FDMT 0.04%
Fully soldNVTA 0.01% · WHWK 0.01%
AddedRVMD 3.0% · ABCL 1.6% · BCYC 1.5%
TrimmedIMCR 1.2% · ROIV 1.0% · CYVNY 0.1%
Full holdings and 13F alerts for this institution →

Sands Capital Management — Q1 2024

New 4 · added 10 · trimmed 40 · fully sold 1
NewFLUT 1.1% · KSPI 0.6% · GLBE 0.04% · AAPL <0.01%
Fully soldIWF 0.05%
AddedASML 5.8% · NU 3.0% · META 3.0%
TrimmedNVDA 6.8% · AMZN 6.3% · V 4.9%
Full holdings and 13F alerts for this institution →

Durable Capital Partners — Q1 2024

New 3 · added 16 · trimmed 28 · fully sold 2
NewAVTR 1.7% · CPNG 1.3% · PCTY 1.0%
Fully soldGWRE 0.5% · CWAN 0.1%
AddedFSV 3.9% · TOST 3.1% · CHE 2.8%
TrimmedDUOL 5.3% · HUBS 5.3% · ROP 5.2%
Full holdings and 13F alerts for this institution →

Generation Investment Management — Q1 2024

New 1 · added 7 · trimmed 28 · fully sold 2
NewCOO 1.9%
Fully soldPANW 0.6% · VLTO 0.3%
AddedBDX 3.6% · CBRE 3.5% · SCHW 2.8%
TrimmedAMZN 10.0% · AMAT 4.8% · TMO 4.4%
Full holdings and 13F alerts for this institution →

Point72 Asset Management — Q1 2024

New 227 · added 191 · trimmed 223 · fully sold 205
NewAVGO 1.5% · EW 0.7% · KR 0.4% · NRG 0.3% · COR 0.3%
Fully soldUNP 0.7% · MRK 0.5% · ETR 0.4% · TSM 0.4% · LEN 0.4%
AddedMSFT 1.0% · T 1.0% · FDX 0.8%
TrimmedAMZN 1.6% · WDC 0.7% · NVDA 0.6%
Full holdings and 13F alerts for this institution →

Dodge & Cox — Q1 2024

New 5 · added 24 · trimmed 39 · fully sold 3
NewAEP 0.6% · SUI 0.4% · SATS 0.1% · FLUT 0.07% · KSPI <0.01%
Fully soldDISH 0.1% · JXN 0.1% · VLTO <0.01%
AddedJCI 3.0% · RTX 2.5% · MET 2.4%
TrimmedMSFT 2.3% · COF 2.1% · BNY 1.9%
Full holdings and 13F alerts for this institution →

Baillie Gifford & Co — Q1 2024

New 9 · added 36 · trimmed 121 · fully sold 5
NewSYM 0.3% · KSPI 0.1% · BC 0.1% · CSL 0.01% · CFLT 0.01%
Fully soldBR 0.5% · TWLO 0.2% · TDOC 0.03% · HCM <0.01% · AEE <0.01%
AddedCPNG 2.3% · META 2.3% · NU 1.6%
TrimmedNVDA 7.2% · MELI 5.9% · AMZN 5.5%
Full holdings and 13F alerts for this institution →

Apollo Global Management — Q1 2024

New 5 · added 4 · trimmed 5 · fully sold 4
NewARKB 0.7% · SATS 0.1% · CYH 0.07% · FLUT 0.02% · VISN 0.02%
Fully soldIWM 0.3% · DISH 0.04% · CRH 0.03% · CVNA <0.01%
AddedCWEN 0.5% · TDAY 0.4% · VICI 0.3%
TrimmedADT 37.9% · SNX 26.2% · SNCY 2.2%
Full holdings and 13F alerts for this institution →

Carlyle Group — Q1 2024

New 8 · added 2 · trimmed 1 · fully sold 1
NewJSPR 2.0% · QTTB 1.1% · DNUT 0.3% · NABL 0.08% · AVGO 0.06%
Fully soldVERA 1.1%
AddedSLNO 10.9% · SPWR 0.2%
TrimmedGTM 26.5%
Full holdings and 13F alerts for this institution →

Oaktree Capital Management — Q1 2024

New 6 · added 7 · trimmed 4 · fully sold 5
NewBIDU 0.7% · LI 0.5% · YUMC 0.3% · YPF 0.1% · HDB 0.02%
Fully soldINFY 0.9% · FTAI 0.8% · LBTYA 0.7% · MTG 0.2% · LBRDK 0.1%
AddedVALE 2.2% · AU 2.1% · BBD 1.6%
TrimmedRWAY 3.0% · IBN 1.2% · ALVO 0.6%
Full holdings and 13F alerts for this institution →

Saudi Arabia Public Inv. Fund — Q1 2024

New 1 · added 4 · trimmed 5 · fully sold 25
NewNU 0.07%
Fully soldXLU 5.9% · LYV 3.3% · CCL 2.7% · BKNG 2.1% · CRM 2.0%
AddedPINS 0.9% · BABA 0.6% · ZGN 0.2%
TrimmedMETA 1.8% · V 1.2% · APD 1.0%
Full holdings and 13F alerts for this institution →

Temasek Holdings (Singapore) — Q1 2024

New 7 · added 25 · trimmed 11 · fully sold 5
NewEWT 0.5% · EMXC 0.4% · KWEB 0.2% · NU 0.08% · QTTB 0.03%
Fully soldPLTR 0.3% · XME 0.2% · ALVO 0.06% · INFY 0.01% · GPCR <0.01%
AddedIBN 4.4% · AMZN 3.4% · RBLX 2.9%
TrimmedBABA 3.7% · TMO 3.3% · AVGO 2.1%
Full holdings and 13F alerts for this institution →

National Pension Service (Korea) — Q1 2024

New 33 · added 155 · trimmed 65 · fully sold 11
NewLIN 0.5% · ACN 0.5% · ETN 0.3% · MDT 0.2% · CB 0.2%
Fully soldSPLK 0.06% · FLT 0.05% · RIVN 0.04% · OKTA 0.03% · EXAS 0.03%
AddedPBUS 4.9% · AMZN 3.1% · IVV 2.5%
TrimmedKKR 0.1% · CRWD 0.1% · URI 0.09%
Full holdings and 13F alerts for this institution →

Blackstone — Q1 2024

New 26 · added 21 · trimmed 14 · fully sold 16
NewAPG 0.6% · PEP 0.3% · PGR 0.2% · TMUS 0.2% · CRM 0.2%
Fully soldALIT 0.6% · MBLY 0.2% · META 0.1% · CZR 0.09% · GOOGL 0.07%
AddedTRGP 4.4% · EPD 2.8% · KNTK 1.9%
TrimmedLNG 2.9% · BMBL 1.4% · AROC 0.4%
Full holdings and 13F alerts for this institution →

Silver Lake — Q1 2024

New 0 · added 1 · trimmed 0 · fully sold 2
Fully soldAVGO 1.6% · ABNB 0.02%
AddedDELL 0.6%
Full holdings and 13F alerts for this institution →

Sequoia Capital (SC US) — Q1 2024

New 1 · added 2 · trimmed 4 · fully sold 2
NewROIV <0.01%
Fully soldRBLX 0.02% · RUM <0.01%
AddedCART 11.6% · U 5.6%
TrimmedPDD 10.9% · YMM 0.7% · BEKE 0.5%
Full holdings and 13F alerts for this institution →

Caisse de depot (Quebec) — Q1 2024

New 72 · added 152 · trimmed 167 · fully sold 65
NewVTV 0.4% · SYF 0.1% · GPN 0.1% · DIS 0.1% · CG 0.08%
Fully soldXLV 0.6% · ARW 0.1% · ADSK 0.1% · NTR 0.1% · CDNS 0.09%
AddedBCE 1.4% · LLY 1.3% · JNJ 1.1%
TrimmedMSFT 4.4% · NVDA 4.0% · CNI 4.0%
Full holdings and 13F alerts for this institution →

Gates Foundation Trust — Q1 2024

New 0 · added 0 · trimmed 2 · fully sold 0
TrimmedMSFT 33.5% · BRK.B 15.9%
Full holdings and 13F alerts for this institution →
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019

How we count: added or trimmed means the share count moved by more than ±2% (in quarters with a stock split, ownership as a share of shares outstanding is compared instead). Weight is relative to the total the institution reported for that quarter; reported value is the market value filed as of quarter end. Counted only within the 52 institutions we track. Formulas

Recounted when late or amended filings arrive · last counted Oct 15, 2026

Data source: SEC EDGAR Form 13F-HR. This page summarizes filed facts and does not recommend buying or selling any stock. Investment decisions and their consequences are your own.

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