Stocklore

Q1 2026 13F recap

Of the 52 institutions we track, 52 filed their holdings as of the end of Q1 2026 (Mar 31, 2026) with the SEC between Apr 24 and May 15. This page compares them with the prior quarter (Q4 2025).

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

380 stocks
Stocks newly bought by 2+ institutions
336 stocks
Stocks fully sold by 2+ institutions
1,474
New positions (institution × stock)
1,376
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.

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

  1. SNDKSandisk Corporation Common Stock8 institutionsReported value $298.5M
    Appaloosa Management 3.0% · Duquesne Family Office 0.7% · Moore Capital Management 0.6% · Tudor Investment Corp 0.08% +4 more
    See around Mar 31, 2026 on the chart →
  2. LITELumentum Holdings Inc. Common Stock8 institutionsReported value $125.8M
    Tiger Global Management 0.4% · Duquesne Family Office 0.1% · Temasek Holdings (Singapore) 0.06% · Maverick Capital 0.02% +4 more
    See around Mar 31, 2026 on the chart →
  3. SUNBSunbelt Rentals Holdings, Inc.6 institutionsReported value $4.85B
    Dodge & Cox 1.9% · Harris Associates (Oakmark) 1.0% · Soros Fund Management 0.4% · Baillie Gifford & Co 0.2% +2 more
    See around Mar 31, 2026 on the chart →
  4. HUMHumana Inc.6 institutionsReported value $111.8M
    Glenview Capital Management 1.5% · Duquesne Family Office 0.7% · Moore Capital Management 0.2% · Tudor Investment Corp 0.01% +2 more
    See around Mar 31, 2026 on the chart →
  5. FPSForgent Power Solutions, Inc.6 institutionsReported value $115.4M
    Moore Capital Management 0.4% · Point72 Asset Management 0.06% · Viking Global Investors 0.05% · Blackstone 0.05% +2 more
    See around Mar 31, 2026 on the chart →
  6. MUMicron Technology6 institutionsReported value $212.2M
    Duquesne Family Office 0.2% · Tudor Investment Corp 0.2% · Coatue Management 0.2% · Temasek Holdings (Singapore) 0.07% +2 more
    That quarter: Earnings released Mar 18 · revenue +196.3% year over year · 8-K Mar 25 ‘Micron Announces Cash Tender Offers for Any and All of Certain Outstanding Senior Notes’
    See around Mar 31, 2026 on the chart →
  7. METAMeta Platforms, Inc.5 institutionsReported value $1.21B
    Dragoneer Investment Group 13.6% · Third Point LLC 2.5% · Viking Global Investors 1.7% · Tudor Investment Corp 0.2% +1 more
    That quarter: Earnings released Jan 28 · revenue +23.8% year over year · 10-K Jan 29 risk factors — 2 reworded
    See around Mar 31, 2026 on the chart →
  8. AVGOBroadcom Inc.5 institutionsReported value $328.5M
    Duquesne Family Office 1.8% · ARK Invest 1.0% · Third Point LLC 0.7% · Tudor Investment Corp 0.2% +1 more
    That quarter: Earnings released Mar 4 · revenue +29.5% year over year
    See around Mar 31, 2026 on the chart →
  9. INTCIntel Corporation5 institutionsReported value $240.3M
    Maverick Capital 1.5% · Duquesne Family Office 0.5% · Glenview Capital Management 0.4% · Tiger Global Management 0.3% +1 more
    That quarter: Earnings released Jan 22 · revenue -4.1% year over year · 8-K Mar 3 ‘Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair’ · 10-K Jan 23 risk factors — 2 new headings · 4 removed · 1 reworded
    See around Mar 31, 2026 on the chart →
  10. NCLHNorwegian Cruise Line Holdings Ltd.5 institutionsReported value $340.1M
    Baupost Group 1.3% · Elliott Management 1.2% · Bridgewater Associates 0.01% · Blackstone <0.01% +1 more
    That quarter: Earnings released Mar 2 · revenue +6.4% year over year · 8-K Mar 27 ‘Norwegian Cruise Line Holdings Enters into Employment and Equity Award Agreements with President and CEO’ · 10-K Mar 2 risk factors — 2 new headings · 5 reworded
    See around Mar 31, 2026 on the chart →
  11. LRCXLam Research Corporation5 institutionsReported value $380.7M
    Third Point LLC 0.8% · Sands Capital Management 0.6% · Temasek Holdings (Singapore) 0.5% · Tudor Investment Corp 0.07% +1 more
    That quarter: Earnings released Jan 28 · revenue +22.1% year over year · 8-K Feb 4 ‘Lam Research Appoints Cadence CEO Anirudh Devgan to Board of Directors’
    See around Mar 31, 2026 on the chart →
  12. ATIATI Inc.5 institutionsReported value $513.5M
    Viking Global Investors 1.4% · Moore Capital Management 0.1% · Soros Fund Management 0.08% · Tudor Investment Corp 0.02% +1 more
    See around Mar 31, 2026 on the chart →
  13. BEBloom Energy Corporation5 institutionsReported value $311.8M
    Sands Capital Management 0.9% · Moore Capital Management 0.2% · Temasek Holdings (Singapore) 0.2% · Blackstone 0.01% +1 more
    See around Mar 31, 2026 on the chart →
  14. STXSeagate Technology Holdings PLC Ordinary Shares (Ireland)5 institutionsReported value $291.4M
    Sands Capital Management 0.8% · Duquesne Family Office 0.6% · Temasek Holdings (Singapore) 0.07% · Tudor Investment Corp 0.07% +1 more
    That quarter: Earnings released Jan 27 · revenue +21.5% year over year · 8-K Feb 19 ‘Seagate Announces Closing of Exchanges with Holders of $600 Million Principal Amount of Exchangeable Notes’
    See around Mar 31, 2026 on the chart →
  15. PENPENUMBRA INC5 institutionsReported value $225.4M
    Soros Fund Management 0.7% · Tudor Investment Corp 0.3% · Moore Capital Management 0.2% · Caisse de depot (Quebec) 0.02% +1 more
    See around Mar 31, 2026 on the chart →
  16. PANWPalo Alto Networks5 institutionsReported value $83.2M
    Temasek Holdings (Singapore) 0.2% · Moore Capital Management 0.07% · Bridgewater Associates 0.01% · ARK Invest 0.01% +1 more
    That quarter: Earnings released Feb 17 · revenue +14.9% year over year · 8-K Feb 11 ‘Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era’
    See around Mar 31, 2026 on the chart →
  17. AAAlcoa Corporation5 institutionsReported value $36.4M
    Moore Capital Management 0.2% · Tudor Investment Corp 0.04% · Bridgewater Associates 0.02% · Soros Fund Management <0.01% +1 more
    That quarter: Earnings released Jan 22 · revenue -1.1% year over year · 10-K Feb 26 risk factors — 1 new headings · 1 removed · 2 reworded
    See around Mar 31, 2026 on the chart →
  18. KKRKKR & Co. Inc.4 institutionsReported value $364.7M
    ValueAct Capital 5.3% · Moore Capital Management 0.4% · Soros Fund Management 0.3% · Tudor Investment Corp 0.03%
    That quarter: Earnings released Feb 5 · revenue +76.1% year over year · 8-K Feb 5 ‘KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries in a Strategic Transaction Initially Valued at $1.4 Billion’ · 10-K Feb 27 risk factors — 30 new headings · 29 removed · 39 reworded
    See around Mar 31, 2026 on the chart →
  19. HUTHut 8 Corp. Common Stock4 institutionsReported value $337.7M
    Lone Pine Capital 2.3% · Third Point LLC 2.0% · Bridgewater Associates 0.05% · Blackstone <0.01%
    See around Mar 31, 2026 on the chart →
  20. WIXWIX.com Ltd.4 institutionsReported value $304.2M
    Durable Capital Partners 1.9% · ValueAct Capital 1.6% · Soros Fund Management 0.3% · Tudor Investment Corp 0.01%
    See around Mar 31, 2026 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.

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

  1. CYBRCyberArk Software Ltd.9 institutionsPrior-quarter reported value $383.4M
    Soros Fund Management 1.0% · Tudor Investment Corp 0.3% · Blackstone 0.1% · Moore Capital Management 0.1% +5 more
    See around Mar 31, 2026 on the chart →
  2. EXASExact Sciences Corp9 institutionsPrior-quarter reported value $449.5M
    Soros Fund Management 1.0% · Tudor Investment Corp 0.4% · Moore Capital Management 0.2% · Blackstone 0.08% +5 more
    See around Mar 31, 2026 on the chart →
  3. CMACOMERICA INC8 institutionsPrior-quarter reported value $325.6M
    Soros Fund Management 0.8% · Tudor Investment Corp 0.2% · Blackstone 0.1% · Pzena Investment Management 0.1% +4 more
    See around Mar 31, 2026 on the chart →
  4. UNHUnitedHealth Group6 institutionsPrior-quarter reported value $2.08B
    Viking Global Investors 1.1% · Berkshire Hathaway 0.6% · Moore Capital Management 0.2% · Bridgewater Associates 0.01% +2 more
    That quarter: Earnings released Jan 27 · revenue +12.3% year over year · 10-K Mar 2 risk factors — 1 new headings · 2 reworded
    See around Mar 31, 2026 on the chart →
  5. CRMSalesforce, Inc.5 institutionsPrior-quarter reported value $1.78B
    Generation Investment Management 5.1% · Starboard Value LP 4.7% · Bridgewater Associates 1.9% · Baillie Gifford & Co 0.2% +1 more
    That quarter: Earnings released Feb 25 · revenue +12.1% year over year · 8-K Mar 16 ‘Salesforce Commences Largest-Ever $25 Billion Accelerated Share Repurchase’ · 10-K Mar 2 risk factors — 1 new headings · 9 reworded
    See around Mar 31, 2026 on the chart →
  6. DAYDayforce, Inc.5 institutionsPrior-quarter reported value $442.9M
    Dragoneer Investment Group 7.2% · Soros Fund Management 1.2% · Moore Capital Management 0.04% · Tudor Investment Corp 0.01% +1 more
    See around Mar 31, 2026 on the chart →
  7. DASHDoorDash, Inc.5 institutionsPrior-quarter reported value $691.0M
    Lone Pine Capital 4.2% · Maverick Capital 0.9% · Moore Capital Management 0.4% · Duquesne Family Office 0.2% +1 more
    That quarter: Earnings released Feb 18 · revenue +37.7% year over year · 10-K Feb 18 risk factors — 7 new headings · 5 removed · 6 reworded
    See around Mar 31, 2026 on the chart →
  8. DUOLDuolingo, Inc.5 institutionsPrior-quarter reported value $627.5M
    Dragoneer Investment Group 4.4% · Durable Capital Partners 0.2% · Capital World Investors 0.05% · Sands Capital Management 0.02% +1 more
    That quarter: Earnings released Feb 26 · revenue +35.0% year over year · 10-K Feb 27 risk factors — 1 new headings · 4 removed · 5 reworded
    See around Mar 31, 2026 on the chart →
  9. FLUTFlutter Entertainment plc5 institutionsPrior-quarter reported value $1.02B
    Tiger Global Management 2.9% · Duquesne Family Office 0.6% · Maverick Capital 0.4% · Soros Fund Management 0.2% +1 more
    See around Mar 31, 2026 on the chart →
  10. VEEVVeeva Systems Inc.5 institutionsPrior-quarter reported value $863.0M
    Durable Capital Partners 2.0% · Tiger Global Management 1.8% · Point72 Asset Management 0.09% · Bridgewater Associates 0.07% +1 more
    That quarter: Earnings released Mar 4 · revenue +16.0% year over year · 8-K Jan 5 ‘Veeva Announces Share Repurchase Program’ · 10-K Mar 20 risk factors — 1 new headings · 1 removed · 7 reworded
    See around Mar 31, 2026 on the chart →
  11. CFLTConfluent, Inc. Class A Common Stock5 institutionsPrior-quarter reported value $230.5M
    Soros Fund Management 0.9% · Tudor Investment Corp 0.2% · Moore Capital Management 0.1% · Blackstone 0.05% +1 more
    See around Mar 31, 2026 on the chart →
  12. DHRDanaher Corporation5 institutionsPrior-quarter reported value $543.6M
    Point72 Asset Management 0.4% · Moore Capital Management 0.3% · Akre Capital Management 0.2% · Capital World Investors 0.02% +1 more
    That quarter: Earnings released Jan 28 · revenue +4.6% year over year · 8-K Feb 17 ‘Danaher To Acquire Masimo Corporation’ · 10-K Feb 24 risk factors — 1 removed · 5 reworded
    See around Mar 31, 2026 on the chart →
  13. TXNTexas Instruments5 institutionsPrior-quarter reported value $51.2M
    Soros Fund Management 0.2% · Moore Capital Management 0.06% · Temasek Holdings (Singapore) 0.03% · Generation Investment Management 0.03% +1 more
    That quarter: Earnings released Jan 27 · revenue +10.4% year over year · 8-K Feb 4 ‘Texas Instruments to acquire Silicon Labs’ · 10-K Feb 6 risk factors — 1 reworded
    See around Mar 31, 2026 on the chart →
  14. CRCLCircle Internet Group, Inc.5 institutionsPrior-quarter reported value $72.5M
    Tiger Global Management 0.1% · SoftBank Vision Fund 0.05% · Point72 Asset Management 0.02% · Tudor Investment Corp 0.01% +1 more
    See around Mar 31, 2026 on the chart →
  15. EFXEQUIFAX INC5 institutionsPrior-quarter reported value $39.5M
    Tudor Investment Corp 0.05% · Maverick Capital 0.05% · Moore Capital Management 0.03% · Bridgewater Associates <0.01% +1 more
    See around Mar 31, 2026 on the chart →
  16. FYBRFrontier Communications Parent, Inc. Common Stock5 institutionsPrior-quarter reported value $55.3M
    Tudor Investment Corp 0.04% · Point72 Asset Management 0.03% · Bridgewater Associates <0.01% · Blackstone <0.01% +1 more
    See around Mar 31, 2026 on the chart →
  17. MSFTMicrosoft Corporation4 institutionsPrior-quarter reported value $4.76B
    Gates Foundation Trust 10.5% · Third Point LLC 6.2% · Lone Pine Capital 4.4% · GQG Partners <0.01%
    That quarter: Earnings released Jan 28 · revenue +16.7% year over year
    See around Mar 31, 2026 on the chart →
  18. AALAmerican Airlines Group4 institutionsPrior-quarter reported value $315.2M
    Appaloosa Management 3.1% · Duquesne Family Office 0.2% · Point72 Asset Management 0.1% · Maverick Capital 0.03%
    That quarter: Earnings released Jan 27 · revenue +2.5% year over year · 8-K Mar 24 ‘American Airlines elects Mary Dillon to its board of directors’ · 10-K Feb 18 risk factors — 2 new headings · 3 removed · 4 reworded
    See around Mar 31, 2026 on the chart →
  19. CSGPCoStar Group Inc4 institutionsPrior-quarter reported value $349.9M
    Third Point LLC 2.9% · Viking Global Investors 0.3% · Caisse de depot (Quebec) 0.07% · Bridgewater Associates <0.01%
    See around Mar 31, 2026 on the chart →
  20. FISVFiserv, Inc. Common Stock4 institutionsPrior-quarter reported value $284.6M
    Baupost Group 2.8% · Tudor Investment Corp 0.1% · Point72 Asset Management 0.07% · Caisse de depot (Quebec) 0.02%
    See around Mar 31, 2026 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. UNMUnum Group8+ quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
    That quarter: Earnings released Feb 5 · revenue +0.2% year over year · 10-K Feb 17 risk factors — 1 new headings · 3 reworded
  2. EIXEdison International6 quarters in a row
    This quarter: 3 bought or added · 0 trimmed or sold
  3. NAMSNewAmsterdam Pharma Company N.V. Ordinary Shares6 quarters in a row
    This quarter: 2 bought or added · 0 trimmed or sold
  4. TDGTransDigm Group Incorporated5 quarters in a row
    This quarter: 6 bought or added · 3 trimmed or sold
    That quarter: Earnings released Feb 3 · revenue +13.9% year over year · 8-K Jan 16 ‘TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings’
  5. GPNGlobal Payments, Inc.5 quarters in a row
    This quarter: 5 bought or added · 3 trimmed or sold
  6. CRBGCorebridge Financial, Inc.5 quarters in a row
    This quarter: 4 bought or added · 3 trimmed or sold
  7. GEHCGE HealthCare Technologies Inc. Common Stock5 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold
  8. SPGSimon Property Group5 quarters in a row
    This quarter: 4 bought or added · 2 trimmed or sold
    That quarter: Earnings released Feb 2 · revenue +13.2% year over year · 8-K Mar 24 ‘SIMON PROPERTY GROUP ANNOUNCES THE PASSING OF DAVID SIMON’ · 10-K Feb 25 risk factors — 3 reworded
  9. TBBBBBB Foods Inc.5 quarters in a row
    This quarter: 4 bought or added · 0 trimmed or sold
  10. BLCOBausch + Lomb Corporation5 quarters in a row
    This quarter: 3 bought or added · 1 trimmed or sold
  11. RFREGIONS FINANCIAL CORP5 quarters in a row
    This quarter: 3 bought or added · 2 trimmed or sold
  12. BKRBaker Hughes Company4 quarters in a row
    This quarter: 7 bought or added · 2 trimmed or sold
  13. NSCNorfolk Southern Corporation4 quarters in a row
    This quarter: 6 bought or added · 4 trimmed or sold
    That quarter: Earnings released Jan 29 · revenue -1.7% year over year · 10-K Feb 9 risk factors — 3 new headings · 1 removed
  14. BGBunge Global SA4 quarters in a row
    This quarter: 5 bought or added · 4 trimmed or sold
    That quarter: Earnings released Feb 4 · revenue +75.5% year over year · 8-K Mar 19 ‘Bunge Global SA Announces Pricing of $1.2 Billion Senior Notes Offering’ · 10-K Feb 19 risk factors — 1 new headings · 12 removed · 3 reworded
  15. IEXIDEX CORP4 quarters in a row
    This quarter: 5 bought or added · 1 trimmed or sold
  16. UPSUnited Parcel Service4 quarters in a row
    This quarter: 5 bought or added · 2 trimmed or sold
    That quarter: Earnings released Jan 27 · revenue -3.2% year over year · 10-K Feb 17 risk factors — 8 reworded
  17. WSTWEST PHARMACEUTICAL SERVICES4 quarters in a row
    This quarter: 5 bought or added · 3 trimmed or sold
  18. ACHCAcadia Healthcare Company, Inc.4 quarters in a row
    This quarter: 4 bought or added · 2 trimmed or sold
  19. AITAPPLIED INDUSTRIAL TECH INC4 quarters in a row
    This quarter: 4 bought or added · 2 trimmed or sold
  20. CGThe Carlyle Group Inc. Common Stock4 quarters in a row
    This quarter: 4 bought or added · 1 trimmed or sold

Trimmed or sold quarter after quarter

  1. MCOMoody's Corporation8+ quarters in a row
    This quarter: 5 bought or added · 7 trimmed or sold
    That quarter: Earnings released Feb 18 · revenue +13.0% year over year · 8-K Jan 12 ‘Moody's Corporation Elects Lisa P. Sawicki to Board of Directors’ · 10-K Feb 18 risk factors — 5 reworded
  2. GSGoldman Sachs Group7 quarters in a row
    This quarter: 4 bought or added · 8 trimmed or sold
    That quarter: Earnings released Jan 15 · revenue -3.0% year over year · 10-K Feb 25 risk factors — 1 removed · 4 reworded
  3. JCIJohnson Controls International plc7 quarters in a row
    This quarter: 3 bought or added · 6 trimmed or sold
  4. GOOGAlphabet Inc. Class C Capital Stock6 quarters in a row
    This quarter: 8 bought or added · 11 trimmed or sold
    That quarter: Earnings released Feb 4 · revenue +18.0% year over year · 10-K Feb 5 risk factors — 1 new headings · 2 removed · 3 reworded
  5. RBLXRoblox Corporation6 quarters in a row
    This quarter: 4 bought or added · 8 trimmed or sold
    That quarter: Earnings released Feb 5 · revenue +43.2% year over year · 8-K Mar 20 ‘Roblox Expands Board of Directors with the Addition of Dennis Durkin’ · 10-K Feb 11 risk factors — 3 new headings · 1 removed · 17 reworded
  6. WFCWells Fargo & Co.6 quarters in a row
    This quarter: 2 bought or added · 7 trimmed or sold
    That quarter: Earnings released Jan 14 · revenue +4.5% year over year · 8-K Feb 25 ‘Wells Fargo & Company Announces Full Redemption of its Series BB Preferred Stock and Related Depositary Shares’ · 10-K Feb 24 risk factors — 1 removed · 4 reworded
  7. CCitigroup Inc.6 quarters in a row
    This quarter: 4 bought or added · 5 trimmed or sold
    That quarter: Earnings released Jan 14 · revenue +1.5% year over year · 10-K Feb 20 risk factors — 2 new headings · 11 reworded
  8. GENGen Digital Inc. Common Stock5 quarters in a row
    This quarter: 2 bought or added · 4 trimmed or sold
  9. GLWCorning Incorporated4 quarters in a row
    This quarter: 4 bought or added · 5 trimmed or sold
  10. GAPGAP INC/THE4 quarters in a row
    This quarter: 2 bought or added · 3 trimmed or sold
  11. GEOThe GEO Group, Inc.4 quarters in a row
    This quarter: 0 bought or added · 3 trimmed or sold
  12. APAAPA Corporation Common Stock4 quarters in a row
    This quarter: 0 bought or added · 2 trimmed or sold
  13. SAILSailPoint, Inc. Common Stock4 quarters in a row
    This quarter: 1 bought or added · 2 trimmed or sold
  14. MSFTMicrosoft Corporation3 quarters in a row
    This quarter: 7 bought or added · 19 trimmed or sold
    That quarter: Earnings released Jan 28 · revenue +16.7% year over year
  15. APPAppLovin Corporation3 quarters in a row
    This quarter: 5 bought or added · 11 trimmed or sold
    That quarter: Earnings released Feb 11 · revenue +20.8% year over year · 10-K Feb 19 risk factors — 2 new headings · 11 removed · 9 reworded
  16. COFCapital One Financial3 quarters in a row
    This quarter: 5 bought or added · 10 trimmed or sold
    That quarter: Earnings released Jan 22 · revenue +52.9% year over year · 8-K Jan 22 ‘Capital One to Acquire Brex’ · 10-K Feb 19 risk factors — 7 new headings · 3 removed · 3 reworded
  17. NUNu Holdings Ltd.3 quarters in a row
    This quarter: 4 bought or added · 8 trimmed or sold
  18. CMECME Group Inc.3 quarters in a row
    This quarter: 2 bought or added · 6 trimmed or sold
    That quarter: Earnings released Feb 4 · revenue +8.1% year over year · 10-K Feb 26 risk factors — 2 new headings · 2 reworded
  19. XOMExxon Mobil Corporation3 quarters in a row
    This quarter: 1 bought or added · 6 trimmed or sold
    That quarter: Earnings released Jan 30 · revenue -1.3% year over year · 10-K Feb 18 risk factors — 2 reworded
  20. GEVGE Vernova Inc.3 quarters in a row
    This quarter: 4 bought or added · 5 trimmed or sold
    That quarter: Earnings released Jan 28 · revenue +3.8% year over year · 10-K Jan 29 risk factors — 19 new headings · 36 removed · 19 reworded

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
3141203172247
Financials
3235107107104
Software
25398314392
Industrials
27281166090
Retail
3434757474
Consumer Goods
2425897691
Internet
3538688767
Semiconductors
2829785447
Utilities
1721574358
Media
2832404041
Insurance
2321393341
REITs
1518423953
Energy
1619353148
Chemicals
1925423735
Materials
1825503235
Transportation
1524252924
Defense & Aerospace
1720261825
IT Hardware
2315331318
Hotels & Travel
1621251818
EV & Autos
1319171921
Construction
1415181116
Telecom
1917201116
Crypto
67263

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 2026

New 3 · added 4 · trimmed 5 · fully sold 10
NewDAL 1.0% · GOOG 0.4% · M 0.02%
Fully soldV 1.1% · MA 0.8% · UNH 0.6% · DPZ 0.5% · AON 0.5%
AddedGOOGL 5.9% · NYT 0.5% · LEN 0.3%
TrimmedCVX 6.6% · DVA 1.8% · LLYVK 0.4%
Full holdings and 13F alerts for this institution →

Pershing Square Capital — Q1 2026

New 1 · added 1 · trimmed 3 · fully sold 1
NewMSFT 15.3%
Fully soldHLT 5.6%
AddedAMZN 17.4%
TrimmedBN 17.6% · GOOG 0.7% · GOOGL 0.07%
Full holdings and 13F alerts for this institution →

Baupost Group — Q1 2026

New 6 · added 4 · trimmed 4 · fully sold 5
NewAON 4.8% · V 4.1% · TFX 3.7% · NCLH 1.3% · PCVX 0.9%
Fully soldFIS 5.7% · DG 5.2% · FISV 2.8% · CRH 2.5% · LBTYA 0.4%
AddedAMZN 12.7% · GOOG 6.6% · FERG 6.6%
TrimmedUNP 7.3% · WTW 5.1% · EXP 3.3%
Full holdings and 13F alerts for this institution →

Icahn Capital LP — Q1 2026

New 0 · added 0 · trimmed 1 · fully sold 1
Fully soldSWX 5.7%
TrimmedSATS 1.9%
Full holdings and 13F alerts for this institution →

Third Point LLC — Q1 2026

New 10 · added 0 · trimmed 14 · fully sold 19
NewMETA 2.5% · GOOGL 2.4% · GLD 2.0% · HUT 2.0% · TDG 1.4%
Fully soldPCG 7.6% · MSFT 6.2% · BN 3.9% · CASY 3.5% · CSGP 2.9%
TrimmedAMZN 19.4% · CRH 9.6% · SGI 8.1%
Full holdings and 13F alerts for this institution →

Elliott Management — Q1 2026

New 1 · added 3 · trimmed 1 · fully sold 3
NewNCLH 1.2%
Fully soldHYG 1.4% · BILL 0.7% · FSK 0.02%
AddedHPE 3.3% · SDRL 1.1% · HDB 0.1%
TrimmedLUV 5.7%
Full holdings and 13F alerts for this institution →

ValueAct Capital — Q1 2026

New 3 · added 2 · trimmed 9 · fully sold 1
NewKKR 5.3% · SPOT 3.0% · WIX 1.6%
Fully soldNSIT 1.4%
AddedV 12.3% · TOST 6.0%
TrimmedAMZN 10.5% · BLK 9.2% · META 9.2%
Full holdings and 13F alerts for this institution →

Starboard Value LP — Q1 2026

New 3 · added 3 · trimmed 9 · fully sold 3
NewLW 5.7% · KMX 5.6% · GPGI 1.9%
Fully soldADSK 5.6% · CRM 4.7% · IWM 0.6%
AddedIJH 8.6% · RIOT 4.2% · TRIP 2.5%
TrimmedAQN 7.7% · GEN 3.2% · NWSA 3.0%
Full holdings and 13F alerts for this institution →

Jana Partners — Q1 2026

New 1 · added 2 · trimmed 3 · fully sold 2
NewP 3.7%
Fully soldTHS 7.2% · FRPT 1.8%
AddedFISV 14.8% · ALKT 5.1%
TrimmedMRCY 18.0% · SPY 13.4% · MKL 8.6%
Full holdings and 13F alerts for this institution →

Greenlight Capital — Q1 2026

New 9 · added 12 · trimmed 11 · fully sold 5
NewVSNT 3.5% · CROX 1.7% · REZI 1.7% · SLM 1.4% · DCH 1.2%
Fully soldKD 3.6% · WBD 1.6% · GPN 1.2% · GDX 0.2% · KWEB 0.2%
AddedACHC 3.3% · VSXY 3.3% · GPK 2.8%
TrimmedFLR 6.9% · CNR 6.1% · PCG 3.6%
Full holdings and 13F alerts for this institution →

Glenview Capital Management — Q1 2026

New 6 · added 17 · trimmed 14 · fully sold 15
NewHUM 1.5% · CSCO 0.7% · BKR 0.5% · AKAM 0.5% · INTC 0.4%
Fully soldEXPE 1.9% · KNX 1.6% · ACN 1.0% · IQV 0.9% · Q 0.9%
AddedGPN 10.8% · AMZN 5.5% · CI 3.3%
TrimmedTHC 7.2% · TEVA 5.0% · VTRS 3.1%
Full holdings and 13F alerts for this institution →

Paulson & Co — Q1 2026

New 1 · added 2 · trimmed 1 · fully sold 1
NewFOLD 0.02%
Fully soldSOLS 2.1%
AddedTHM 7.4% · THRY 0.7%
TrimmedMDGL 23.4%
Full holdings and 13F alerts for this institution →

TCI Fund Management — Q1 2026

New 1 · added 4 · trimmed 2 · fully sold 0
NewGOOGL 1.6%
AddedV 20.4% · MCO 13.8% · SPGI 13.2%
TrimmedCP 8.1% · MSFT 2.2%
Full holdings and 13F alerts for this institution →

Harris Associates (Oakmark) — Q1 2026

New 14 · added 35 · trimmed 71 · fully sold 21
NewMRSH 1.2% · SUNB 1.0% · ROP 0.8% · ACN 0.8% · ADBE 0.7%
Fully soldAPA 0.4% · BAX 0.2% · CE 0.2% · MGA 0.01% · CSX 0.01%
AddedCRM 3.7% · ICE 3.4% · KDP 3.3%
TrimmedGOOGL 3.2% · COP 3.1% · TRGP 2.9%
Full holdings and 13F alerts for this institution →

Fundsmith — Q1 2026

New 1 · added 0 · trimmed 27 · fully sold 3
NewBMI 0.2%
Fully soldINTU 2.4% · NKE 2.1% · GGG 0.3%
TrimmedMAR 8.6% · SYK 7.8% · WAT 7.5%
Full holdings and 13F alerts for this institution →

Akre Capital Management — Q1 2026

New 3 · added 5 · trimmed 8 · fully sold 2
NewCRM 2.2% · NOW 1.9% · PRM 0.1%
Fully soldDHR 0.2% · KMX 0.06%
AddedROP 7.3% · CSGP 6.8% · FICO 6.3%
TrimmedMA 18.6% · BN 11.2% · MCO 8.9%
Full holdings and 13F alerts for this institution →

Pzena Investment Management — Q1 2026

New 6 · added 31 · trimmed 50 · fully sold 8
NewKT 0.5% · CDW 0.4% · MSFT <0.01% · ADSK <0.01% · INTU <0.01%
Fully soldCMA 0.1% · CHTR 0.07% · GS 0.03% · FMC 0.02% · CINF <0.01%
AddedCTSH 4.0% · TSN 3.6% · HUM 3.1%
TrimmedMGA 6.4% · BAX 3.5% · BMY 3.4%
Full holdings and 13F alerts for this institution →

Appaloosa Management — Q1 2026

New 1 · added 8 · trimmed 21 · fully sold 8
NewSNDK 3.0%
Fully soldAAL 3.1% · OC 1.5% · MHK 1.1% · IQV 0.9% · UAL 0.8%
AddedAMZN 15.2% · MU 9.5% · UBER 7.7%
TrimmedGOOG 8.4% · BABA 7.3% · NVDA 4.3%
Full holdings and 13F alerts for this institution →

Duquesne Family Office — Q1 2026

New 27 · added 11 · trimmed 18 · fully sold 19
NewAVGO 1.8% · ARGT 1.1% · CAI 1.0% · RVMD 0.9% · SNDK 0.7%
Fully soldXLF 6.7% · RSP 5.0% · GOOGL 2.7% · ENTG 1.6% · DOCU 1.6%
AddedNTRA 18.1% · YPF 4.4% · TBBB 3.3%
TrimmedINSM 5.6% · TSM 5.0% · EWZ 3.9%
Full holdings and 13F alerts for this institution →

Bridgewater Associates — Q1 2026

New 134 · added 196 · trimmed 330 · fully sold 168
NewTSM 1.6% · GOOG 0.5% · NUE 0.5% · PCAR 0.4% · EMXC 0.4%
Fully soldCRM 1.9% · WDAY 0.8% · NOW 0.8% · GPN 0.3% · GDDY 0.3%
AddedAMZN 4.1% · NVDA 3.6% · GOOGL 2.6%
TrimmedSPY 12.7% · IVV 7.8% · GEV 1.7%
Full holdings and 13F alerts for this institution →

Soros Fund Management — Q1 2026

New 65 · added 35 · trimmed 49 · fully sold 47
NewLIN 1.4% · HTO 0.8% · PEN 0.7% · BRK.B 0.7% · NEEpV 0.7%
Fully soldDAY 1.2% · EXAS 1.0% · CYBR 1.0% · CFLT 0.9% · CMA 0.8%
AddedEA 2.2% · NVDA 2.0% · TSM 1.9%
TrimmedAMZN 4.4% · GOOGL 1.8% · TKO 1.3%
Full holdings and 13F alerts for this institution →

Tudor Investment Corp — Q1 2026

New 281 · added 259 · trimmed 214 · fully sold 238
NewWBD 0.4% · TECK 0.3% · PEN 0.3% · META 0.2% · MU 0.2%
Fully soldEXAS 0.4% · CYBR 0.3% · CFLT 0.2% · CMA 0.2% · LIN 0.2%
AddedSPY 1.4% · EA 0.5% · TSLA 0.4%
TrimmedMSFT 0.5% · AMZN 0.3% · NVDA 0.3%
Full holdings and 13F alerts for this institution →

Moore Capital Management — Q1 2026

New 72 · added 39 · trimmed 70 · fully sold 147
NewGPC 0.6% · SNDK 0.6% · RIOT 0.5% · UHS 0.4% · FPS 0.4%
Fully soldAON 0.7% · DB 0.7% · TDY 0.6% · TT 0.6% · C 0.5%
AddedALLY 1.4% · APO 1.2% · NVDA 1.0%
TrimmedBAC 1.6% · UBS 1.6% · AMZN 0.9%
Full holdings and 13F alerts for this institution →

ARK Invest — Q1 2026

New 8 · added 51 · trimmed 60 · fully sold 18
NewAVGO 1.0% · LLY 0.09% · BNTX 0.09% · GENB 0.05% · PAYP 0.04%
Fully soldTTD 0.7% · PD 0.7% · U 0.3% · QCOM 0.3% · AMGN 0.1%
AddedAMD 4.3% · CRSP 4.2% · SHOP 3.9%
TrimmedTSLA 8.2% · PLTR 3.5% · COIN 3.2%
Full holdings and 13F alerts for this institution →

Tiger Global Management — Q1 2026

New 4 · added 8 · trimmed 10 · fully sold 6
NewMELI 1.0% · LITE 0.4% · INTC 0.3% · PAYP 0.04%
Fully soldFLUT 2.9% · VEEV 1.8% · GRAB 1.6% · WDAY 0.7% · ESTC 0.4%
AddedNVDA 9.2% · TSM 8.2% · META 7.7%
TrimmedMSFT 4.0% · APP 1.7% · TTWO 1.7%
Full holdings and 13F alerts for this institution →

Coatue Management — Q1 2026

New 20 · added 7 · trimmed 21 · fully sold 12
NewEQIX 3.7% · ASML 2.3% · V 0.8% · QCOM 0.6% · SOLS 0.4%
Fully soldORCL 2.2% · SNOW 1.4% · ADBE 0.8% · AMD 0.7% · ARM 0.6%
AddedTSM 10.8% · LRCX 7.4% · ISRG 1.4%
TrimmedGEV 7.7% · AMAT 6.2% · AMZN 5.7%
Full holdings and 13F alerts for this institution →

Viking Global Investors — Q1 2026

New 17 · added 23 · trimmed 20 · fully sold 16
NewAAPL 2.5% · FDX 1.9% · META 1.7% · ATI 1.4% · WAT 1.1%
Fully soldAMD 2.1% · DKNG 1.8% · ROST 1.5% · CHWY 1.2% · UBS 1.1%
AddedV 5.3% · SCHW 3.9% · DIS 3.6%
TrimmedTSM 4.2% · APD 3.3% · BBIO 2.5%
Full holdings and 13F alerts for this institution →

Maverick Capital — Q1 2026

New 88 · added 30 · trimmed 28 · fully sold 65
NewLIN 2.4% · ABT 2.1% · RGEN 2.1% · DHR 1.8% · AMD 1.6%
Fully soldUNP 3.3% · SCHW 1.3% · BTU 1.3% · LRCX 1.2% · SGI 1.1%
AddedNVDA 6.4% · NU 3.7% · BSX 3.0%
TrimmedAMZN 5.6% · TSM 4.8% · AMAT 3.4%
Full holdings and 13F alerts for this institution →

Lone Pine Capital — Q1 2026

New 10 · added 12 · trimmed 8 · fully sold 7
NewTER 4.4% · GLW 4.0% · MTZ 3.9% · USFD 2.8% · PFGC 2.7%
Fully soldAVGO 4.4% · MSFT 4.4% · DASH 4.2% · AMZN 4.1% · PM 3.1%
AddedVST 7.4% · ASML 6.9% · CRS 5.7%
TrimmedTSM 3.7% · BN 3.6% · VMC 0.3%
Full holdings and 13F alerts for this institution →

SoftBank Vision Fund — Q1 2026

New 1 · added 0 · trimmed 2 · fully sold 4
NewLIFE 0.3%
Fully soldLMND 0.4% · CRCL 0.05% · UBER 0.01% · COIN <0.01%
TrimmedTMUS 18.4% · NMRA 0.1%
Full holdings and 13F alerts for this institution →

Dragoneer Investment Group — Q1 2026

New 1 · added 3 · trimmed 5 · fully sold 9
NewMETA 13.6%
Fully soldDAY 7.2% · MELI 7.0% · PDD 4.5% · DUOL 4.4% · EXE 3.2%
AddedNVDA 21.7% · CPNG 17.5% · CVNA 13.1%
TrimmedGLBE 11.4% · XYZ 5.8% · CHYM 2.7%
Full holdings and 13F alerts for this institution →

Capital World Investors — Q1 2026

New 69 · added 181 · trimmed 123 · fully sold 35
NewAKAM 0.1% · BP 0.1% · EXE 0.09% · AIG 0.08% · HSY 0.08%
Fully soldSNPS 0.4% · ABT 0.1% · SNAP 0.1% · MCD 0.06% · DUOL 0.05%
AddedMETA 3.2% · GOOGL 2.6% · LLY 2.0%
TrimmedAVGO 4.9% · MSFT 3.1% · MU 1.9%
Full holdings and 13F alerts for this institution →

PRIMECAP Management — Q1 2026

New 7 · added 46 · trimmed 61 · fully sold 6
NewWM 0.05% · LHX 0.04% · FITB 0.01% · XEL <0.01% · ITT <0.01%
Fully soldCYBR 0.01% · CMA 0.01% · SOLS <0.01% · EXAS <0.01% · SNCY <0.01%
AddedBSX 1.6% · ADBE 0.9% · IEX 0.5%
TrimmedMU 5.8% · KLAC 2.8% · FDX 2.3%
Full holdings and 13F alerts for this institution →

GQG Partners — Q1 2026

New 9 · added 12 · trimmed 41 · fully sold 14
NewOXY 1.9% · SU 1.8% · CNQ 1.4% · DVN 1.3% · CVE 1.1%
Fully soldCTSH 1.1% · CL 1.0% · INFY 0.8% · ACN 0.4% · GGAL 0.3%
AddedPBR 5.7% · VZ 3.6% · CVX 3.4%
TrimmedPM 13.1% · ENB 6.5% · T 3.7%
Full holdings and 13F alerts for this institution →

Baker Bros. Advisors — Q1 2026

New 7 · added 13 · trimmed 5 · fully sold 6
NewMIRM 0.2% · EVMN 0.1% · AKTS 0.1% · GENB 0.1% · CMPS 0.07%
Fully soldRARE 0.4% · BCRX 0.1% · VTYX 0.1% · FDMT 0.02% · VIR 0.02%
AddedINSM 7.0% · PRAX 3.2% · GRAL 1.2%
TrimmedROIV 0.8% · ARWR 0.7% · IMCR 0.1%
Full holdings and 13F alerts for this institution →

Sands Capital Management — Q1 2026

New 9 · added 7 · trimmed 45 · fully sold 7
NewBE 0.9% · STX 0.8% · LRCX 0.6% · LLY 0.1% · AAPL <0.01%
Fully soldIRTC 0.9% · ROP 0.4% · SAP 0.3% · CDNS 0.2% · AJG 0.2%
AddedGOOGL 5.8% · SPOT 3.4% · PWR 1.4%
TrimmedNVDA 12.4% · TSM 7.8% · AMZN 5.5%
Full holdings and 13F alerts for this institution →

Durable Capital Partners — Q1 2026

New 7 · added 13 · trimmed 11 · fully sold 10
NewWIX 1.9% · CRH 1.6% · ENTG 1.2% · AIT 0.8% · FLS 0.7%
Fully soldVEEV 2.0% · DSGX 1.4% · TWLO 1.3% · APP 1.0% · BKNG 0.9%
AddedDASH 6.6% · MELI 6.2% · Q 6.0%
TrimmedRBC 12.7% · XPO 5.9% · FOUR 2.8%
Full holdings and 13F alerts for this institution →

Generation Investment Management — Q1 2026

New 2 · added 13 · trimmed 8 · fully sold 6
NewINTU 3.2% · SE 0.07%
Fully soldCRM 5.1% · A 4.0% · SNPS 1.6% · CSL 0.8% · TXN 0.03%
AddedMSFT 14.8% · AMZN 10.1% · WST 5.0%
TrimmedDHR 12.4% · GOOGL 5.2% · TMO 3.4%
Full holdings and 13F alerts for this institution →

Point72 Asset Management — Q1 2026

New 203 · added 297 · trimmed 285 · fully sold 256
NewCVX 0.3% · PPL 0.3% · ORLY 0.3% · MGM 0.2% · MCHP 0.2%
Fully soldDHR 0.4% · PEP 0.4% · TEAM 0.3% · CSCO 0.3% · TEL 0.3%
AddedCRDO 0.9% · AMAT 0.8% · META 0.7%
TrimmedNVDA 1.7% · AMZN 1.3% · ANET 1.0%
Full holdings and 13F alerts for this institution →

Dodge & Cox — Q1 2026

New 6 · added 28 · trimmed 66 · fully sold 4
NewSUNB 1.9% · ROP 0.7% · NVO 0.4% · VSNT 0.09% · TBBB <0.01%
Fully soldIEX 0.1% · SATS <0.01% · VOO <0.01% · PYPL <0.01%
AddedMSFT 2.4% · BKNG 2.3% · CI 1.7%
TrimmedJCI 4.1% · RTX 3.8% · OXY 2.6%
Full holdings and 13F alerts for this institution →

Baillie Gifford & Co — Q1 2026

New 8 · added 40 · trimmed 134 · fully sold 9
NewFCX 0.2% · SUNB 0.2% · RBC 0.2% · VIST 0.1% · AVGO 0.03%
Fully soldFTAI 0.4% · CRM 0.2% · EPAM 0.2% · FND 0.08% · UPWK 0.02%
AddedSE 3.4% · APP 2.7% · IOT 1.9%
TrimmedNVDA 7.3% · AMZN 6.0% · MELI 5.7%
Full holdings and 13F alerts for this institution →

Apollo Global Management — Q1 2026

New 12 · added 10 · trimmed 9 · fully sold 15
NewVOO 4.6% · TPG 1.4% · CHDN 0.6% · ARES 0.5% · OC 0.3%
Fully soldAHL 22.9% · IVV 3.1% · WELL 0.8% · PLD 0.6% · EQIX 0.6%
AddedNVDA 2.3% · CMCSA 1.6% · INVH 0.7%
TrimmedSATS 2.9% · KMX 2.3% · UNIT 1.1%
Full holdings and 13F alerts for this institution →

Carlyle Group — Q1 2026

New 1 · added 0 · trimmed 2 · fully sold 1
NewHTFL <0.01%
Fully soldNCNA <0.01%
TrimmedMDLN 78.4% · SARO 20.6%
Full holdings and 13F alerts for this institution →

Oaktree Capital Management — Q1 2026

New 9 · added 4 · trimmed 14 · fully sold 12
NewINDV 3.3% · PBR 1.9% · CRDO 0.8% · YPF 0.6% · EMBJ 0.4%
Fully soldFTAI 1.4% · NU 1.1% · GRAB 0.8% · VIST 0.5% · YMM 0.5%
AddedEXE 8.8% · TDS 2.8% · CORZ 2.1%
TrimmedTRMD 10.3% · AU 4.8% · GTX 4.0%
Full holdings and 13F alerts for this institution →

Saudi Arabia Public Inv. Fund — Q1 2026

New 0 · added 0 · trimmed 0 · fully sold 1
Fully soldALURW <0.01%
Full holdings and 13F alerts for this institution →

Temasek Holdings (Singapore) — Q1 2026

New 19 · added 46 · trimmed 23 · fully sold 24
NewLRCX 0.5% · FTAI 0.3% · PANW 0.2% · CCJ 0.2% · MMYT 0.2%
Fully soldESTC 0.3% · DT 0.2% · MCHI 0.1% · TWLO 0.1% · SCHP 0.1%
AddedBLK 16.8% · V 6.6% · MA 5.3%
TrimmedAMZN 3.1% · ONC 0.8% · LIN 0.8%
Full holdings and 13F alerts for this institution →

National Pension Service (Korea) — Q1 2026

New 15 · added 261 · trimmed 113 · fully sold 13
NewRPRX 0.03% · LITE <0.01% · OKTA <0.01% · SOLV <0.01% · COHR <0.01%
Fully soldMRSH 0.2% · CYBR 0.05% · DKS <0.01% · DOCU <0.01% · NTNX <0.01%
AddedNVDA 6.8% · AAPL 6.0% · MSFT 4.2%
TrimmedMU 0.7% · T 0.4% · WDC 0.3%
Full holdings and 13F alerts for this institution →

Blackstone — Q1 2026

New 171 · added 49 · trimmed 35 · fully sold 59
NewAMAT 0.3% · AVB 0.2% · AMD 0.2% · NFG 0.2% · GRAB 0.2%
Fully soldLOAR 0.8% · MTZ 0.3% · FLUT 0.2% · FTV 0.2% · GDX 0.1%
AddedEPD 2.5% · ET 1.9% · PAA 1.3%
TrimmedMDLN 17.6% · WMB 4.0% · MPLX 2.8%
Full holdings and 13F alerts for this institution →

Silver Lake — Q1 2026

New 3 · added 0 · trimmed 0 · fully sold 0
NewDELL 0.01% · O 0.01% · DOC <0.01%
Full holdings and 13F alerts for this institution →

Sequoia Capital (SC US) — Q1 2026

New 1 · added 1 · trimmed 0 · fully sold 1
NewMDB 0.01%
Fully soldVIA 0.09%
AddedFIG 6.1%
Full holdings and 13F alerts for this institution →

Caisse de depot (Quebec) — Q1 2026

New 118 · added 222 · trimmed 157 · fully sold 32
NewXLF 0.3% · JNK 0.2% · IGV 0.2% · RACE 0.2% · BA 0.1%
Fully soldGDX 0.4% · LQD 0.4% · JLL 0.1% · PINS 0.1% · VLUE 0.1%
AddedAAPL 4.5% · NVDA 4.4% · CNI 3.1%
TrimmedMSFT 3.0% · MRK 0.7% · PEP 0.6%
Full holdings and 13F alerts for this institution →

Gates Foundation Trust — Q1 2026

New 0 · added 0 · trimmed 2 · fully sold 1
Fully soldMSFT 10.5%
TrimmedBRK.B 25.8% · WM 20.1%
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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