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Smart money intelligence from institutional investors holdings
See what top funds and company insiders are buying, selling, and holdings.
Managers
Where funds concentrate capital often points to their strongest convictions.
| Institution | Portfolio value | Last filed |
|---|---|---|
| Warren Buffett AAPL, AXP, KO, GOOGL | $299.3B | Aug 14, 2026 |
| Bill Ackman BN, AMZN, UBER, MSFT | $13.7B | May 15, 2026 |
| Bill Gates BRK-B, CAT, CNI, WM | $34.4B | Aug 14, 2026 |
| Carl Icahn IEP, CVI, UAN, CTRI | $8.3B | Aug 14, 2026 |
| Duan Yongping AAPL, BRK-B, PDD, TSLA | $19.1B | Aug 14, 2026 |
| Leopold Aschenbrenner SNDK, MU, BE, TSM | $20.2B | Aug 14, 2026 |
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Signals
The most notable recent Form 4 trades from tracked institutional filers and insider selling activity.
| Type | Symbol | Activity |
|---|---|---|
| Institution | IEP |
Carl Icahn added to exposure in ICAHN ENTERPRISES LP (IEP) by about $799.9M, based on recent filing on Sep 25, 2026.
|
| Institution | AFL |
Japan Post Holdings Co., Ltd. reduced exposure to AFLAC INC by about $173.2M, based on recent filing on Sep 25, 2026.
|
| Institution | LEN |
Warren Buffett added to exposure in LENNAR CORP-A by about $136.4M, based on recent filing on Sep 25, 2026.
|
| Insider | LITE |
Wupen Yuen reduced exposure to Lumentum Holdings Inc. (LITE) by about $12.6M, on Sep 25, 2026.
|
| Insider | COHU |
Muller Luis A reduced exposure to COHU INC by about $7.2M, on Sep 25, 2026.
|
| Insider | QCOM |
AMON CRISTIANO R reduced exposure to QUALCOMM INC/DE (QCOM) by about $4.0M, on Sep 25, 2026.
|
Consensus
Stocks that show up in many institutional portfolios at once.
| Stock | Filers | Combined value |
|---|---|---|
| MICROSOFT CORP MSFT | 5162 | $1902.8B |
| APPLE INC AAPL | 5119 | $2625.7B |
| AMAZON COM INC AMZN | 4839 | $1465.5B |
| NVIDIA CORPORATION NVDA | 4705 | $2871.5B |
| ALPHABET INC GOOGL | 4551 | $1501.4B |
| ALPHABET INC GOOG | 4124 | $1043.2B |
Latest 13F Filings
Recent portfolio disclosures from tracked funds and other institutions.
| Top investor | Filing date |
|---|---|
| Arbiter Partners Capital Management Paul Isaac | Sep 15, 2026 |
| Giverny Capital Francois Rochon | Aug 26, 2026 |
| First Eagle U.S. Value Jean-Marie Eveillard | Aug 24, 2026 |
| Arbiter Partners Capital Management Paul Isaac | Aug 19, 2026 |
| Muhlenkamp & Co Ronald Muhlenkamp | Aug 18, 2026 |
| AltaRock Partners Mark Massey | Aug 17, 2026 |
| Institution | Filing date |
|---|---|
| Qrg Capital Management, Inc. | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sep 23, 2026 |
| Envestnet Asset Management Inc | Sep 23, 2026 |
| State Street Corp | Sep 22, 2026 |
| Andra Ap-Fonden | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sep 21, 2026 |