13F Filing Watch — Institutional Holdings Analysis
Quarterly breakdowns of what top institutional investors are buying and selling, straight from their SEC 13F filings.
- Standard General L.P.2026-Q1
Standard General L.P. sells entire TPB stake in 2026-Q1
Jul 23, 2026⏱ 1 minTPBRead → - Amundi2026-Q1
Amundi's new TTE buy tops portfolio at 5.14%% weight
Jul 23, 2026⏱ 2 minTTEAZNBABA 0.5 06-01-31MCHP 0.75 06-01-30Read → - Nuveen, LLC2026-Q1
Nuveen added NVDA but price drop cut its value
Jul 23, 2026⏱ 2 minMSFTAMZNAVGOAZNRead → - ENVESTNET ASSET MANAGEMENT INC2026-Q1
Envestnet's OEF trim funds international pivot
Jul 23, 2026⏱ 2 minOEFIVVVOOEFGRead → - LPL Financial LLC2026-Q1
LPL's VONV add and VTI trim lead Q1 value rotation
Jul 23, 2026⏱ 2 minVTIVONVOEFMSFTRead → - FRANKLIN RESOURCES INC2026-Q1
Franklin Resources builds $3.49B AstraZeneca stake in Q1
Jul 23, 2026⏱ 2 minMSFTAZNXOMAZNNRead → - BARCLAYS PLC2026-Q1
EEM becomes top Barclays holding at 10.19%
Jul 23, 2026⏱ 2 minEEMSPYMSFTTSLARead → - Capital International Investors2026-Q1
Fund trims mega-cap tech, adds AZN and NET.
Jul 23, 2026⏱ 2 minAVGOMSFTGOOGAAPLRead → - AMERIPRISE FINANCIAL INC2026-Q1
Ameriprise slashes NVDA by -$1.50B in Q1 2026
Jul 22, 2026⏱ 2 minMSFTNVDAVGOOGLRead → - Legal & General Group Plc2026-Q1
AZN new buy at $5.01B in Q1 2026
Jul 22, 2026⏱ 1 minMSFTAZNAAPLNVDARead → - UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-Q1
UBS AM's +$1.80B PLD addition leads Q1 real estate push.
Jul 22, 2026⏱ 2 minMSFTAAPLNVDAPLDRead → - DIMENSIONAL FUND ADVISORS LP2026-Q1
Dimensional boosts XOM by +$1.58B in Q1
Jul 21, 2026⏱ 2 minMSFTXOMNVDAAMZNRead → - WELLS FARGO & COMPANY/MN2026-Q1
Wells Fargo's massive -$10.99B SPY trim defines Q1 filing
Jul 21, 2026⏱ 3 minSPYQQQMSFTNVDARead → - WELLINGTON MANAGEMENT GROUP LLP2026-Q1
Wellington adds $4.63B AZN as it rotates out of tech
Jul 21, 2026⏱ 2 minAZNAAPLGOOGLMSFTRead → - Bank of New York Mellon Corp2026-Q1
MSFT -$7.21B leads BNY Mellon's 13F cuts
Jul 21, 2026⏱ 3 minMSFTAAPLNVDAVOORead → - ROYAL BANK OF CANADA2026-Q1
RBC reduces VOO stake by -$9.55B in Q1 rotation.
Jul 21, 2026⏱ 2 minVOOIVVMSFTNVDARead → - CITADEL ADVISORS LLC2026-Q1
Citadel boosted SPY by +$2.50B in Q1
Jul 21, 2026⏱ 3 minTSLANVDAQQQMURead → - Capital Research Global Investors2026-Q1
Capital Research adds +$6.02B to AVGO, initiates CSCO
Jul 20, 2026⏱ 2 minAVGOMETACSCOPMRead → - Invesco Ltd.2026-Q1
Invesco's -$6.22B trim of Microsoft leads a broad tech rotation
Jul 20, 2026⏱ 1 minMSFTMETAWMTAZNRead → - CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-Q1
Schwab boosts PG stake by +$3.29B in Q1
Jul 20, 2026⏱ 2 minMSFTPGABTABBVRead → - UBS Group AG2026-Q1
UBS piles into IEFA and gold in global shift
Jul 20, 2026⏱ 1 minIEFAMSFTQQQVONGRead → - Capital World Investors2026-Q1
Capital World Investors trimmed Broadcom by -$6.71B
Jul 20, 2026⏱ 2 minMSFTAVGOAZNTTERead → - NORTHERN TRUST CORP2026-Q1
Northern Trust aggressively trims NVDA, AAPL, MSFT in Q1 profit-taking
Jul 20, 2026⏱ 2 minMSFTAAPLNVDAXOMRead → - JANE STREET GROUP, LLC2026-Q1
Jane Street adds +$34.15B to SPY in Q1
Jul 20, 2026⏱ 2 minSPYGLDIWMMURead → - PRICE T ROWE ASSOCIATES INC /MD/2026-Q1
T. Rowe Price cuts NVDA by -$5.05B in Q1 2026
Jul 20, 2026⏱ 4 minMSFTNVDAAMZNAZNNRead → - GOLDMAN SACHS GROUP INC2026-Q1
TSM and LQD saw largest dollar adds
Jul 20, 2026⏱ 3 minTSLATSMLQDNVDARead → - SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-Q1
SPY becomes top holding after +$46.52B addition
Jul 20, 2026⏱ 2 minSPYTSLAMETAMURead → - BANK OF AMERICA CORP /DE/2026-Q1
BofA buys $3.76B of AZN stock
Jul 20, 2026⏱ 1 minMSFTAZNIEMGAAPLRead → - JPMORGAN CHASE & CO2026-Q1
JPMorgan rotates from MSFT NVDA into VOO IVV
Jul 20, 2026⏱ 2 minMSFTNVDAVOOIVVRead → - GEODE CAPITAL MANAGEMENT, LLC2026-Q1
Geode Capital buys MSFT on the -$18.45B rout
Jul 20, 2026⏱ 2 minMSFTNVDAXOMTSLARead → - MORGAN STANLEY2026-Q1
Morgan Stanley rotates into SPY, IWM while paring Alphabet bets
Jul 20, 2026⏱ 2 minMSFTSPYGOOGLXOMRead → - FMR LLC2026-Q1
FMR trims MSFT by -$26.77B while adding to NVDA
Jul 20, 2026⏱ 2 minMSFTMETAXOMNVDARead → - STATE STREET CORP2026-Q1
State Street's +$11.61B energy bet leads Q1 rotation
Jul 20, 2026⏱ 2 minMSFTXOMNVDAAAPLRead → - BlackRock, Inc.2026-Q1
BlackRock trimmed its top holding NVDA in Q1 2026
Jul 20, 2026⏱ 1 minMSFTNVDAAAPLXOMRead →
