Portfolio Updates

The latest quarter's position changes from our tracked institutions

8750 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.2T in aggregate buys and $6.4T in aggregate sells.

The largest institution on this page, NewEdge Advisors, LLC, reported $29.4B in new buying this quarter across 10 positions -- its biggest new addition was AAPL. View NewEdge Advisors, LLC's full 13F →

Market Overview

2026-06-30

8,750Active Institutions

Net Capital Flow

+$6.76TNet Inflow

Total Buys$13.20T

Total Sells$6.44T

Sector Rotations

Information Technology+$9.12T

Industrials+$2.33T

Health Care+$2.19T

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NewEdge Advisors, LLC

NET BUY

$29.4B+$29.3B net$53M

AAPL+3.00%IVV+2.64%NVDA+2.08%

JQUA0.05%BIL-0.09%XLF-0.09%

2026-06-30

William Blair Investment Management, LLC

MIXED

$5.2B-$2.3B net$7.6B

AMAT+1.04%GE+0.89%GOOGL+1.05%

AAPL-1.20%TWST-0.16%MSFT-1.24%

2026-06-30

Retirement Systems of Alabama

NET SELL

$1.1B-$704M net$1.8B

KLAC+0.28%NOW+0.23%HPQ+0.14%

AKAM-0.31%HPE-0.02%CSCO0.04%

2026-06-30

Barrow Hanley Mewhinney & Strauss LLC

MIXED

$5.4B-$1.4B net$6.7B

G2004J+2.38%TEL+1.31%SCHW+1.27%

CCL1EUR-2.51%ENTG-0.63%QCOM-0.98%

2026-06-30

Blackstone Inc.

NET BUY

$9.2B+$6.2B net$3.0B

84615Q+8.06%DLR+6.72%SPY+6.02%

LGN-0.55%TRP-1.29%OKE-1.11%

2026-06-30

Eagle Capital Management LLC

MIXED

$6.2B+$985M net$5.2B

SPGI+3.03%MA+3.16%MELI+2.73%

WWD-2.91%AER-3.07%CMCSA-3.60%

2026-06-30

Federation des caisses Desjardins du Quebec

NET BUY

$4.0B+$2.1B net$1.9B

AAPL+0.43%FTS+0.39%SU+-0.22%

URTH-0.49%BCE-0.79%TU-0.78%

2026-06-30

Mastercard Foundation Asset Management Corp

2026-09-30

Panagora Asset Management Inc

MIXED

$6.7B+$2.0B net$4.7B

AMD+1.46%AAPL+0.13%INTC+0.60%

ANET-0.38%XOM-0.79%PLTR-0.64%

2026-06-30

Woodline Partners LP

MIXED

$9.5B+$1.8B net$7.6B

META+0.57%MCHP+0.66%LITE+0.55%

AMAT-0.26%TXN-0.54%DDOG-0.26%

2026-06-30

Kayne Anderson Rudnick Investment Management LLC

NET SELL

$1.1B-$4.3B net$5.4B

GMED+1.05%KLAC+0.18%MRVL+0.23%

IBKR-0.25%CHH-0.67%OLLI-0.66%

2026-06-30

Sc US

NET BUY

$20.9B+$20.9B net$0

84615Q+65.64%FIG+-4.59%

2026-06-30

Showing 265-276 of 8,750 institutions

Frequently Asked Questions

What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.2T in aggregate buys and $6.4T in aggregate sells, with 8750 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. NewEdge Advisors, LLC — bought $29.4B, sold $53.5M 2. Sc US — bought $20.9B, sold $0.0 3. Woodline Partners LP — bought $9.5B, sold $7.6B

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.