Smart money intelligence from institutional investors holdings

Track hedge fund holdings and insider trading signals

See what top funds and company insiders are buying, selling, and holdings.

Trending among tracked funds: SE BMY AVGO GOOGL ADBE

Managers

Top institutional portfolios to watch

Where funds concentrate capital often points to their strongest convictions.

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Portfolio value: $261.6B
Top holdings: AAPL, AXP, KO, BAC, CVX
Last filed: May 15, 2026
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Portfolio value: $31.7B
Top holdings: BRK-B, WM, CNI, CAT, DE
Last filed: May 15, 2026
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Portfolio value: $8.6B
Top holdings: IEP, CVI, UAN, CTRI, IFF
Last filed: May 15, 2026
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Portfolio value: $3.2B
Top holdings: GOOGL, GOOG, PDD, BRK-B, EWBC
Last filed: May 15, 2026
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Portfolio value: $6.1B
Top holdings: MA, BN, KKR, MCO, V
Last filed: May 14, 2026
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Portfolio value: $422.9M
Top holdings: HCC, H8817H100, AMR
Last filed: May 14, 2026
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Signals

Today's top signals

The most notable recent Form 4 trades from tracked institutional filers and from company insiders.

Consensus

Stocks held by institutional owners in Q2 2026

Stocks that show up in many tracked portfolios at once.

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MICROSOFT CORP (MSFT) held by 36 tracked funds worth $13.4B combined
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ALPHABET INC (GOOGL) held by 34 tracked funds worth $27.2B combined
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ALPHABET INC (GOOG) held by 28 tracked funds worth $12.3B combined
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AMAZON COM INC (AMZN) held by 26 tracked funds worth $13.5B combined
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META PLATFORMS INC (META) held by 26 tracked funds worth $9.5B combined
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VISA INC (V) held by 25 tracked funds worth $15.4B combined
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Market Activity

Biggest smart money moves in Q2 2026

Recent Form 4 trades from tracked institutional filers and from company insiders.

Institutional Activity

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Warren Buffett reduced exposure to DAVITA INC (DVA) by about $382.8M, based on recent filing on May 05, 2026.

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Bill Ackman reduced exposure to HOWARD HUGHES HOLDINGS INC (HHH) by about $22.5M, based on recent filing on Apr 23, 2026.

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Bill Ackman reduced exposure to SEAPORT ENTMT GROUP INC (SEG) by about $2.0M, based on recent filing on Apr 23, 2026.

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Carl Icahn added to exposure in ICAHN ENTERPRISES LP (IEP) by about $484.2M, based on recent filing on Apr 17, 2026.

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Insider Activity

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Beer Lori A reduced exposure to JPMORGAN CHASE & CO by about $3.2M, on May 15, 2026.

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Erdoes Mary E. reduced exposure to JPMORGAN CHASE & CO by about $9.3M, on May 15, 2026.

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Lake Marianne reduced exposure to JPMORGAN CHASE & CO by about $6.3M, on May 15, 2026.

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Petno Douglas B reduced exposure to JPMORGAN CHASE & CO by about $5.6M, on May 15, 2026.

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Deep-Dive Analysis

Latest investor analysis

Focused coverage of key portfolio shifts and conviction moves.






Chase Coleman III's Top Holdings in Tiger Global Portfolio
Chase Coleman III's Top Holdings in Tiger Global Portfolio Published: May 17, 2026 Chase Coleman III's portfolio at Tiger Global Management, valued at $22.6 billion as of March 31, 2026, features significant allocations to NVIDIA, Amazon, TSM, Meta, and Broadcom, with notable changes in shares for several holdings.

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