Portfolio Updates

The latest quarter's position changes from our tracked institutions

8698 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.0T in aggregate buys and $6.3T in aggregate sells.

The largest institution on this page, Principal Financial Group Inc, reported $10.9B in new buying this quarter across 10 positions -- its biggest new addition was ASCENDIS PHARMA A/S. View Principal Financial Group Inc's full 13F →

Market Overview

2026-06-30

8,698Active Institutions

Net Capital Flow

+$6.65TNet Inflow

Total Buys$12.99T

Total Sells$6.34T

Sector Rotations

Information Technology+$8.97T

Industrials+$2.33T

Health Care+$2.18T

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Principal Financial Group Inc

MIXED

$10.9B-$4.7B net$15.6B

LCAP+0.75%KLAC+0.13%VALE+0.18%

CPRT-0.54%AMZN-0.13%MSFT-0.45%

2026-06-30

Pnc Financial Services Group, Inc.

NET BUY

$5.8B+$2.1B net$3.7B

IWF+0.00%VO+-0.01%AVLV+0.23%

AIQ-0.15%HON-0.20%IVV-0.19%

2026-06-30

1832 Asset Management L.P.

NET BUY

$94.0B+$79.3B net$14.8B

78462F+30.80%TSM+0.41%TRI+0.31%

NFLX-1.28%TRI4EUR-0.60%TSM-0.39%

2026-06-30

Swiss National Bank

NET SELL

$2.9B-$7.2B net$10.2B

KLAC+0.25%84615Q+0.13%438516+0.10%

NVDA-0.35%AAPL-0.04%GOOG0.05%

2026-06-30

Dodge & Cox

MIXED

$13.3B+$1.8B net$11.5B

V+0.97%TMO+0.79%ROP+0.60%

LYB-0.75%GS-0.57%NSC-0.58%

2026-06-30

Northwestern Mutual Wealth Management Co

NET BUY

$14.5B+$7.9B net$6.6B

AVLV+1.46%VO+-0.07%SCHH+0.53%

VLUE-1.67%TLT-0.57%VWO-0.19%

2026-06-30

Canada Pension Plan Investment Board

MIXED

$24.8B+$7.7B net$17.1B

AVGO+0.67%KLAC+0.40%MU+1.51%

VIK-0.30%TMUS-0.67%LYV-0.39%

2026-06-30

Mitsubishi UFJ Asset Management Co., Ltd.

NET BUY

$14.1B+$12.1B net$2.0B

KLAC+0.25%AAPL+0.09%GOOGL+0.40%

HON-0.27%TXN0.00%ZTS-0.30%

2026-06-30

SG Americas Securities, LLC

NET BUY

$90.2B+$63.7B net$26.5B

NVDA+6.97%MSFT+2.80%AMZN+2.72%

AVGO-4.20%MU1.75%SPY-1.14%

2026-06-30

Victory Capital Management Inc

MIXED

$20.5B+$2.7B net$17.8B

KLAC+0.30%TSLA+0.26%STT+0.27%

TFC-0.35%AMD0.75%PWR-0.17%

2026-06-30

California Public Employees Retirement System

MIXED

$17.7B-$8.8B net$26.5B

IVV+5.90%KLAC+0.46%STX+0.29%

NVDA-2.13%AAPL-1.05%MSFT-1.67%

2026-06-30

Sumitomo Mitsui Trust Group, Inc.

MIXED

$4.6B-$1.1B net$5.7B

KLAC+0.25%84615Q+0.22%438516+0.12%

NVDA-0.15%HON-0.26%TER-0.02%

2026-06-30

Showing 61-72 of 8,698 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 $13.0T in aggregate buys and $6.3T in aggregate sells, with 8698 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. SG Americas Securities, LLC — bought $90.2B, sold $26.5B 2. 1832 Asset Management L.P. — bought $94.0B, sold $14.8B 3. California Public Employees Retirement System — bought $17.7B, sold $26.5B

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.