Portfolio Updates

The latest quarter's position changes from our tracked institutions

8752 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, Oaktree Capital Management LP, reported $2.2B in new buying this quarter across 10 positions -- its biggest new addition was SPY. View Oaktree Capital Management LP's full 13F →

Market Overview

2026-06-30

8,752Active 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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Oaktree Capital Management LP

MIXED

$2.2B+$199M net$2.0B

SPY+14.04%QQQ+4.02%OCSL+0.98%

GTX-0.22%XOP-2.77%PBR-1.93%

2026-06-30

Cbre Investment Management Listed Real Assets LLC

MIXED

$1.2B+$33M net$1.2B

WMB+1.80%AEP+1.50%UDR+1.28%

SPG-1.64%ETR-1.64%PEG-1.28%

2026-06-30

Rothschild & Co Wealth Management UK Ltd

NET BUY

$624M+$405M net$219M

LIN+7.41%HEI-A+0.76%CHTR+0.04%

DE-1.37%LBRDK-0.44%VSNT-0.23%

2026-09-30

Scopus Asset Management, L.p.

MIXED

$3.0B+$758M net$2.2B

XLI+1.75%ITT+1.39%SGI+1.28%

IWM-2.99%CRH-1.96%PFGC-1.24%

2026-06-30

TENOR CAPITAL MANAGEMENT Co., L.P.

NET BUY

$220.4B+$218.9B net$1.5B

92939U+0.15%DDOG 0 12-01-29+0.13%WK 1.25 08-15-28+0.02%

RPD 1.25 03-15-29-0.14%PAR 1 01-15-30-0.04%G2131A-0.05%

2026-06-30

Capital Group Private Client Services, Inc.

NET BUY

$510M+$253M net$257M

KLAC+0.29%CGGE+0.60%CGDV+0.45%

AVGO-0.22%AMGN-0.22%GEV-0.08%

2026-06-30

Harvest Portfolios Group Inc.

NET BUY

$962M+$432M net$530M

VRTX+1.04%84615Q+1.02%MSFT+0.42%

AMD1.15%ZTS-1.06%NFLX-1.11%

2026-06-30

Evercore Wealth Management, LLC

MIXED

$376M+$47M net$330M

APH+1.28%AVGO+1.16%NOW+0.82%

FIX0.24%MELI-0.64%ADBE-0.74%

2026-06-30

Bradley Foster & Sargent Inc/ct

NET BUY

$380M+$200M net$180M

DHR+0.60%TSM+0.67%RGEN+0.38%

BSX-0.57%HON-0.32%MRSH-0.37%

2026-06-30

Capital International Sarl

NET BUY

$696M+$316M net$380M

KLAC+1.12%INTC+1.03%CSCO+0.40%

BAC-0.41%MSFT-0.89%GS-0.28%

2026-06-30

J. Safra Sarasin Holding AG

MIXED

$496M-$131M net$627M

SNPS+0.47%DT+0.37%STX+0.32%

MSFT0.11%AMAT-0.98%PRIM-0.23%

2026-09-30

Fiduciary Management Inc /wi/

NET SELL

$605M-$1.7B net$2.3B

G39104+2.46%BKNG+-0.20%ALH+0.84%

ARMK-0.05%FCFS-1.55%GTES-1.87%

2026-06-30

Showing 721-732 of 8,752 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 8752 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. TENOR CAPITAL MANAGEMENT Co., L.P. — bought $220.4B, sold $1.5B 2. Scopus Asset Management, L.p. — bought $3.0B, sold $2.2B 3. Oaktree Capital Management LP — bought $2.2B, sold $2.0B

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.