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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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Institutional Ownership Intelligence

What are the largest hedge funds and asset managers buying and selling? Dive into 13F filings to uncover conviction bets, capital flows, and smart money signals.

New · Insights

The Q2 2026 13F Deadline Is 4 Days Away — and the Filing Rush Is On

With 5,099 institutional 13F filings already in for Q2 2026 and roughly 3,700 managers still to report before the August 14 deadline, here's what the live filing wave looks like — and why the last four days carry the most signal.

Read the insight →

Top Institutional Filers

Ranked by portfolio value (US equity 13F holdings)

2026-03-31
Where the biggest funds are invested

10 largest 13F filers · Q1 2026 · fund → sector → top holdings. Click a wedge to zoom in, the centre to zoom out.

Top 10 Filers
TechnologyFinancial ServicesHealthcareConsumer CyclicalIndustrialsCommunication ServicesConsumer DefensiveEnergyUtilitiesReal EstateBasic MaterialsUnclassifiedFundFixed Income
#FundPortfolio ValueHoldingsQ AlphaFiled
ValueQoQCountQoQ
1BlackRock, Inc.$5.7T-3.3%50,651+0.9%+0.6%2026-05-13
2VANGUARD CAPITAL MANAGEMENT LLC$4.0T—3,982——2026-05-15
3STATE STREET CORP$2.9T-2.8%4,269-0.4%+1.0%2026-05-15
4FMR LLC$1.9T-3.2%13,282+0.4%+0.8%2026-05-15
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.9T—3,040——2026-05-08
6MORGAN STANLEY$1.7T-0.9%45,985+1.2%+1.1%2026-05-15
7GEODE CAPITAL MANAGEMENT, LLC$1.6T-0.8%8,577+0.6%+0.3%2026-05-15
8JPMORGAN CHASE & CO$1.6T-2.2%33,063+4.0%+0.3%2026-05-13
9BANK OF AMERICA CORP /DE/$1.4T-0.5%17,872-36.4%+2.7%2026-05-18
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B+2.9%14,878+6.8%-1.0%2026-05-15
11GOLDMAN SACHS GROUP INC$870.9B+6.8%13,579+3.8%+1.1%2026-05-15
12JANE STREET GROUP, LLC$777.2B+17.4%19,058+11.3%-0.7%2026-05-12
13NORTHERN TRUST CORP$756.6B-3.5%19,864-4.3%+0.8%2026-05-14
14Capital World Investors$732.9B-0.3%620+8.0%+0.3%2026-05-13
15UBS Group AG$666.3B+8.0%22,771-5.2%+1.7%2026-05-05
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B+1.7%3,645+1.5%+3.2%2026-05-15
17Invesco Ltd.$653.3B+0.2%23,552+0.3%+2.0%2026-05-12
18Capital Research Global Investors$644.6B+19.0%459+5.8%+0.3%2026-05-13
19CITADEL ADVISORS LLC$618.5B-7.1%15,589+1.2%-0.5%2026-05-15
20ROYAL BANK OF CANADA$570.1B-7.2%25,608-11.8%+2.7%2026-05-15
21Bank of New York Mellon Corp$543.9B-4.2%33,728+1.6%+1.5%2026-05-05
22WELLINGTON MANAGEMENT GROUP LLP$535.5B-6.2%7,458-1.6%+1.2%2026-05-15
23WELLS FARGO & COMPANY/MN$530.3B-3.4%17,971+0.6%+2.2%2026-07-08
24DIMENSIONAL FUND ADVISORS LP$481.4B+1.0%13,635-0.5%+4.6%2026-05-07
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B+1.7%19,242+3.3%-1.1%2026-05-13
Screen all filers by alpha & size →
1592 smart funds2026-03-31
#StockSmart B/SSmart %Crowd B/SCrowd %Divergence
1BAERWBRIDGER AEROSPACE GRP HLD...1 / 0100%3 / 1220%+80
2MRTMARTI TECHNOLOGIES INC1 / 0100%2 / 820%+80
3CPSJCalamos S&P 500 Structure...1 / 0100%4 / 1422%+78
4OCTMFIRST TR EXCHNG TRADED FD...1 / 0100%7 / 2026%+74
5AAPRINNOVATOR ETFS TRUST1 / 0100%8 / 2128%+72
6GMAYFT Vest U.S. Equity Moder...1 / 0100%23 / 5330%+70
7IJUNIntl Developed Power Buff...1 / 0100%8 / 1831%+69
8SPKLWSPARK I ACQUISITION CORP1 / 0100%5 / 1131%+69
9XOCTFT Vest U.S. Equity Enhan...1 / 0100%8 / 1732%+68
10AFCGAFC GAMMA INC1 / 0100%26 / 5233%+67

Stocks where smart money is buying but the crowd is selling — potential contrarian opportunity. Smart money = concentrated funds (HHI > 0.05) with > 55% hit rate on completed trades. B/S = buyers / sellers. Divergence = smart buy% minus crowd buy%.

How the herd moved

Q1 2026

Stocks where institutions moved most in lockstep this quarter — a near-solid bar means near-total consensus.

ExitedTrimmedHeldAddedNewbar = share of funds · number = entropy (lower = more herding)
BRK/A1.30↓AAPL1.62↓AZN1.62↓MSFT1.64↓NVDA1.69↓AMZN1.69↓GOOGL1.75↓JPM1.76↓META1.77↓AVGO1.78↓
2026-03-31
#StockEntropyDominant ActionFund Actions
1BRK/ABERKSHIRE HATHAWAY INC DE...1.30unchanged 75%1,481
2AAPLAPPLE INC1.62decreased 49%6,302
3AZNASTRAZENECA PLC1.62decreased 58%1,697
4MSFTMICROSOFT CORP1.64increased 50%6,513
5NVDANVIDIA CORP1.69increased 45%6,113
6AMZNAMAZON COM INC1.69increased 48%6,294
7GOOGLALPHABET INC1.75decreased 46%5,927
8JPMJPMORGAN CHASE & CO1.76decreased 43%5,327
9METAMETA PLATFORMS INC1.77increased 46%5,394
10AVGOBROADCOM INC1.78increased 47%4,977

Lowest entropy — nearly all funds agree. Fragile consensus that may unwind quickly. Shannon entropy measures agreement among institutional investors (0 = total herding, 2.32 = maximum disagreement across 5 action types).

Crowding momentum

Q1 2026

Net institutions that opened vs. closed a position this quarter. Right = piling in, left = heading for the exits; a bolder bar means the stock is already heavily crowded. Click a bar for the stock.

gaining institutions →← losing institutions-400-200+200+400SNDK+438WAT+364GLW+345LITE+327GEV+306MU+303CHV+297AMAT+291IBM-224PYPL-241INTU-249UNH-264QCOM-264CRM-275ORCL-305ADBE-348
2026-03-31
#StockHoldersPercentileTop 10 Conc.% of Filers
1MSFTMICROSOFT CORP6,164100th42.5%70.1%
2AAPLAPPLE INC6,068100th47.8%69.1%
3AMZNAMAZON COM INC5,969100th42.5%67.9%
4NVDANVIDIA CORP5,82699th46.9%66.3%
5GOOGLALPHABET INC5,60699th40.0%63.8%
6GOOGALPHABET INC5,10499th44.8%58.1%
7METAMETA PLATFORMS INC5,05599th43.0%57.5%
8JPMJPMORGAN CHASE & CO5,04699th42.6%57.4%
9BRK/BBerkshire Hathaway Inc.4,82998th49.8%55.0%
10XOMEXXON MOBIL CORP4,77298th50.4%54.3%

Highest institutional holder count — potential fragility if everyone is already in.

Stickiness map

Q1 2026

How long institutions hold each stock (median quarters, higher = stickier) vs. how many hold it. A red tail means the holding period is shrinking — conviction degrading. Click a bubble for the stock.

BedrockHidden GemHot PotatoNiche01,0002,0003,0004,0005,0006,0007,000051015Institutional holders →Median quarters held ↑PGDISMSFTPEPABTAAPLHDADPGISJPMPFEMDLZ
2026-03-31
#StockHalf-LifeHoldersQuadrant
1WDCWESTERN DIGITAL CORP2.0q1,412Niche
2MUMICRON TECHNOLOGY INC3.0q2,998Mixed
3VRTVERTIV HOLDINGS CO3.0q1,828Mixed
4SLVISHARES SILVER TRUST3.0q1,578Mixed
5STXSEAGATE TECHNOLOGY PLC3.0q1,462Mixed
6HOODROBINHOOD MKTS INC3.0q1,279Mixed
7GEVGE Vernova Inc4.0q3,122Mixed
8LRCXLAM RESEARCH CORP4.0q2,604Mixed
9GLWCORNING INC4.0q2,247Mixed
10APHAMPHENOL CORP NEW4.0q2,118Mixed

Shortest median holding duration — many funds hold these but nobody stays long. Crowded momentum plays with fragile holder bases. Half-life = median quarters held across all institutional holders. Quadrants: Bedrock (long + many holders), Hidden Gem (long + few), Hot Potato (short + many), Niche (short + few).

Capital rotation network

Q1 2026

Among the 25 largest 13F filers: arrows point from a stock funds sold down to one they raised the same quarter (a rotation). Arrow width = how many of the 25 made that move; darker = hard rotation (full exit → new buy). Drag nodes, click for the stock.

net accumulatednet sold down hard rotation trim → add

Discovery map

Q1 2026

Each bubble is a stock institutions bought for the first time this quarter. Right = more funds discovered it; higher = bigger average stake (conviction); bubble size = total new inflow. Click a bubble for the stock.

broad & high-convictionconcentrated early betsbroad momentum nibbles02004006008000%0.2%0.4%0.6%0.8%1%First-time institutional holders →Avg conviction of new stakes (%) ↑VSNTMUSNDKGLWGEVCHVWATAMAT
Basic MaterialsCommunication ServicesEnergyFinancial ServicesHealthcareIndustrialsTechnologyUtilities

Fresh Blood — First-Time Institutional Discovery

Stocks attracting the most new institutional holders this quarter

2026-03-31
#StockNew Holders

The race over 54 quarters

Conviction score — the summed portfolio weight every 13F filer places on a stock — quarter by quarter.

Q4 2012
Q4 2012WFC3,572PG3,385PFE2,918WMT2,826QCOM2,743PEP2,627JNJ2,551SLB2,523UTXZ2,255VWO2,114IBM2,063USB1,822
Total New Shares
1VSNTVERSANT MEDIA GROUP INC783116.7M
2MUMICRON TECHNOLOGY INC511126.7M
3SNDKSANDISK51123.9M
4GLWCORNING INC488108.5M
5GEVGE Vernova Inc48426.6M
6CHVCHEVRON CORP NEW478196.5M
7WATWATERS CORP46118.3M
8AMATAPPLIED MATLS INC45684.8M
9LITELUMENTUM HLDGS INC42714.1M
10XOMEXXON MOBIL CORP421452.0M
11XLEState Street Energy Select Sec...41239.6M
12LRCXLAM RESEARCH CORP399143.6M
13CATCATERPILLAR INC38149.4M
14COPCONOCOPHILLIPS376130.1M
15NFLXNETFLIX INC370419.1M
16VRTVERTIV HOLDINGS CO36150.5M
17VLOVALERO ENERGY CORP36141.4M
18WDCWESTERN DIGITAL CORP35753.3M
19MPCMARATHON PETE CORP35140.1M
20LMTLOCKHEED MARTIN CORP35123.5M

Shows stocks where the most funds opened a new position this quarter (not held in the prior quarter). High new-holder count signals a new thesis spreading through the institutional ecosystem.

|
2026-03-31
#StockConvictionHoldersAvg Pos.Total ValueRank Gap
1AAPLAPPLE INC18533.76,0703.05%$2.3T+1
2NVDANVIDIA CORP16522.45,8302.83%$2.8T+2
3SPYSPDR S&P 500 ETF TR14423.44,6933.08%$928.1B+8
4MSFTMICROSOFT CORP13874.46,1682.25%$2.0T-3
5IVViShares Core S&P 500 ETF13491.43,9753.39%$546.0B+16
6AMZNAMAZON COM INC11646.25,9731.95%$1.4T-3
7VOOVanguard S&P 500 ETF11422.03,8282.98%$304.6B+14
8GOOGLALPHABET INC10413.95,6121.86%$1.3T-3
9VTIVanguard Total Stock Mark...7956.73,5502.24%$153.2B+12
10NDQINVESCO QQQ TR7504.63,9061.92%$417.4B+11
11GOOGALPHABET INC7055.15,1071.38%$899.8B-5
12BRK/BBerkshire Hathaway Inc.6079.54,8331.26%$437.7B-3
13METAMETA PLATFORMS INC6029.55,0591.19%$991.4B-6
14AVGOBROADCOM INC5565.04,6561.20%$1.1T-2
15JPMJPMORGAN CHASE & CO5295.75,0501.05%$559.7B-7
16VEAVanguard FTSE Developed M...5226.92,8871.81%$139.7B+5
17DFACDimensional - US Core Equ...4189.81,1703.58%$31.8B+4
18VVISA INC3953.14,4420.89%$427.0B-4
19TSMTAIWAN SEMICONDUCTOR MFG ...3878.13,2601.19%$288.5B+2
20XOMEXXON MOBIL CORP3757.64,7750.79%$465.2B-10

Conviction Score = sum of portfolio weight (%) across all institutional holders. A stock at 10% of 5 portfolios scores 50, vs 0.05% of 500 portfolios scoring 25. Rank Gap = holder rank minus conviction rank; positive means conviction beats popularity.