Trade Filings
Who owns what, mapped quarter by quarter from primary SEC filings: 13F portfolios, insider transactions and five-percent stakes.
Latest reports from tracked managers
Q3 2026 · $76.95B reported · 4,378 holdings listed
AnalysisQ3 2026 · $40.72B reported · 569 holdings listed
Analysis
The securities reported by the greatest number of tracked managers, with this quarter's change in holder count. Universe: tracked managers only.
| Security | Sector | Holders | Δ holders | Reported value | Momentum |
|---|---|---|---|---|---|
| MA Mastercard Incorporated | Financial Services | 18 | 0 | $37.53B | Falling |
| LLY Eli Lilly and Company | Healthcare | 17 | 0 | $114.65B | Falling |
| AAPL Apple Inc. | Technology | 17 | +1 | $51.87B | Falling |
| MSFT Microsoft Corporation | Technology | 17 | 0 | $48.98B | Strongly Falling |
| AMZN Amazon.com, Inc. | Consumer Cyclical | 17 | +1 | $32.84B | Falling |
| GOOGL Alphabet Inc. | Communication Services | 17 | 0 | $28.20B | Falling |
| META Meta Platforms, Inc. | Communication Services | 17 | 0 | $18.98B | Stable |
| JPM JPMorgan Chase & Co. | Financial Services | 17 | 0 | $9.77B | Falling |
Institutional buying
most new positions opened · Q3 2026
| Security | New | Δ holders |
|---|---|---|
| XOM Exxonmobil Holdings… | +14 | +14 |
| SKHYV | +10 | +10 |
| MBGL | +9 | +9 |
| SVC | +6 | +6 |
| SUNB Sunbelt Rentals… | +6 | +6 |
| CRS Carpenter Technology… | +5 | +5 |
Institutional selling
most positions closed · Q3 2026
| Security | Exits | Δ holders |
|---|---|---|
| XONA.DE Exxon Mobil… | −18 | -14 |
| TEVA Teva Pharmaceutical… | −16 | -12 |
| TTD The Trade Desk, Inc. | −9 | -5 |
| BLDR Builders FirstSource… | −9 | -5 |
| WING Wingstop Inc. | −8 | -5 |
| TAP Molson Coors Beverage… | −8 | -4 |
High-conviction new positions
new positions entering at the largest portfolio weight
| Manager → Security | Weight |
|---|---|
| Rakuten Investment… → AAPL | 2.5% |
| Rakuten Investment… → AMZN | 1.3% |
| Ninety One UK Ltd → XOM | 1.2% |
| Parnassus… → TJX | 1.2% |
| Parnassus… → CTAS | 1.0% |
| Bank Julius Baer &… → XOM | 0.9% |
| ProShare Advisors LLC → SPCX | 0.9% |
| Sumitomo Mitsui Trust… → XOM | 0.8% |
Historical descriptions of reported ownership, not predictions. Methodology
Notable entries and exits reported this quarter by the curated prominent managers. Filings belong to firms; changes are reported positions, not confirmed trades.
| Manager | Security | Weight | Value | |
|---|---|---|---|---|
| Markel Group | New | XOM Exxonmobil Holdings… | 0.1% | $9.83M |
| Markel Group | ✕ Exit | XONA.DE Exxon Mobil Corporation | n/a | n/a |
| Markel Group | New | ZBRA Zebra Technologies… | 0.0% | $2.35M |
| Markel Group | New | MBGL | 0.0% | $2.02M |
| Markel Group | New | SLAB Silicon Laboratories… | 0.0% | $1.84M |
| Markel Group | New | TYL Tyler Technologies, Inc. | 0.0% | $1.72M |
| Markel Group | New | VGZ | 0.0% | $1.67M |
| Markel Group | New | WSC WillScot Holdings… | 0.0% | $1.55M |
Managers whose top-10 weight rose most since last quarter: portfolios getting narrower.
| Manager | Top-10 now | Prior | Change | Positions |
|---|---|---|---|---|
| Daiwa Securities Group Inc. | 46.8% | 42.9% | +3.9 pp | 1641 |
| Bank Julius Baer & Co. Ltd, Zurich | 39.8% | 36.8% | +3.0 pp | 669 |
| Swedbank AB | 39.9% | 37.3% | +2.6 pp | 1103 |
| Asset Management One Co., Ltd. | 35.2% | 32.7% | +2.5 pp | 940 |
| Sumitomo Mitsui Trust Group, Inc. | 34.5% | 32.2% | +2.3 pp | 1058 |
| ProShare Advisors LLC | 48.5% | 46.6% | +1.9 pp | 1844 |
Insider open-market buys
Form 4, code P purchases only; never awards or exercises
13D & 13G filings
beneficial-ownership stakes over 5%
SC 13D · TAN BENJAMIN HUA BOON · 7.2%
SC 13D · YA II PN, Ltd. · 9.4%
SC 13D/A · Al Shams Investments LTD · 9.5%
SC 13D/A · DME Capital Management, LP · 22.3%
SC 13D/A · Powell Anderson Capital… · 8.0%
SC 13D/A · Karpus Management, Inc. · 38.8%
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