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Data from SEC EDGAR filings: company financials and 13F holdings.

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)

2026-06-30
Where the biggest funds are invested

10 largest 13F filers · Q2 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.$6.7T+17.6%49,968-1.3%+1.5%2026-08-07
2VANGUARD CAPITAL MANAGEMENT LLC$4.7T+17.1%4,092+2.8%+0.7%2026-08-13
3STATE STREET CORP$3.4T+16.4%4,177-2.2%+0.4%2026-08-07
4FMR LLC$2.3T+21.4%13,978+5.2%+4.2%2026-08-13
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.2T+17.6%3,141+3.3%+0.9%2026-08-13
6MORGAN STANLEY$1.9T+13.9%45,905-0.2%-1.6%2026-08-13
7GEODE CAPITAL MANAGEMENT, LLC$1.9T+16.7%8,470-1.2%+1.0%2026-08-12
8JPMORGAN CHASE & CO$1.8T+16.0%34,064+3.0%-2.2%2026-08-12
9BANK OF AMERICA CORP /DE/$1.6T+13.5%18,318+2.5%-1.8%2026-08-14
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3T+43.7%15,205+2.2%+11.5%2026-08-14
11Invesco Ltd.$1.3T+93.5%23,395-0.7%+4.3%2026-08-14
12JANE STREET GROUP, LLC$1.2T+55.1%14,718-22.8%+12.8%2026-08-14
13GOLDMAN SACHS GROUP INC$1.2T+32.2%14,070+3.6%+1.9%2026-08-14
14NORGES BANK$1.0T—1,617+161600.0%-0.5%2026-08-12
15CITADEL ADVISORS LLC$875.1B+41.5%16,127+3.5%+9.2%2026-08-14
16NORTHERN TRUST CORP$859.8B+13.6%19,568-1.5%+0.0%2026-08-13
17Capital World Investors$846.4B+15.5%637+2.7%+1.6%2026-08-12
18UBS Group AG$786.0B+18.0%23,043+1.2%+1.0%2026-08-13
19Sixth Street Partners Management Company, L.P.$751.3B+105613.0%4,441+49244.4%-13.8%2026-08-14
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$751.3B+14.8%4,441+21.8%-1.6%2026-08-14
21Capital Research Global Investors$716.9B+11.2%426-7.2%+0.1%2026-08-12
22ROYAL BANK OF CANADA$671.5B+17.8%28,169+10.0%-3.6%2026-08-14
23WELLS FARGO & COMPANY/MN$617.4B+16.4%18,984+5.6%-2.4%2026-08-14
24Bank of New York Mellon Corp$609.4B+12.0%33,799+0.2%-0.5%2026-08-06
25WELLINGTON MANAGEMENT GROUP LLP$580.2B+8.3%7,448-0.1%-2.7%2026-08-14
Screen all filers by alpha & size →

Capital rotation network

Q2 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

How the herd moved

Q2 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)
HON0.37↓IWF0.77↓VO0.79↓VUG0.84↓VGT0.97↓BKNG1.01↓KLAC1.05↓BRK/A1.34↑AAPL1.62↑MSFT1.63↑
2026-06-30
#StockEntropyDominant ActionFund Actions
1HONHONEYWELL INTL INC0.37exited 95%2,818
2IWFiShares Russell 1000 Grow...0.77increased 87%2,621
3VOVanguard Mid-Cap ETF0.79increased 86%2,589
4VUGVanguard Growth ETF0.84increased 85%3,012
5VGTVanguard Information Tech...0.97increased 80%2,295
6BKNGBooking Holdings Inc1.01increased 80%2,110
7KLACKLA CORP1.05increased 74%2,610
8BRK/ABERKSHIRE HATHAWAY INC DE...1.34unchanged 73%1,488
9AAPLAPPLE INC1.62decreased 46%6,321
10MSFTMICROSOFT CORP1.63increased 49%6,455

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).

1678 smart funds2026-06-30
#StockSmart B/SSmart %Crowd B/SCrowd %Divergence
1CEPOCANTOR EQUITY PARTNERS I ...2 / 0100%16 / 4029%+71
2HTTQUDIAN INC2 / 0100%14 / 3330%+70
3SGAPYSingapore Telecommunicati...2 / 0100%3 / 730%+70
4EOCTInnovator Emerging Market...2 / 0100%19 / 4231%+69
5FJULFT Vest U.S. Equity Buffe...1 / 0100%42 / 8733%+67
6BSEPInnovator U.S. Equity Buf...2 / 0100%21 / 4233%+67
7VIOTVIOMI TECHNOLOGY CO LTD1 / 0100%8 / 1535%+65
8DNOVFT Vest U.S. Equity Deep ...3 / 0100%33 / 6036%+65
9BOCTInnovator U.S. Equity Buf...2 / 0100%34 / 6036%+64
10KCHVKochav Defense Acquisitio...2 / 0100%8 / 1436%+64

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%.

Crowding momentum

Q2 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-1,000-500+500+1,000INTC+961MU+888AMD+802MRVL+677SNDK+644AMAT+550STX+496LRCX+488BSX-201ADBE-207CRM-211NFLX-249ACN-266INTU-276T-302XOM-930
2026-06-30
#StockHoldersPercentileTop 10 Conc.% of Filers
1MSFTMICROSOFT CORP6,239100th40.9%—
2AMZNAMAZON COM INC6,149100th41.1%—
3AAPLAPPLE INC6,138100th46.1%—
4NVDANVIDIA CORP5,98999th45.8%—
5GOOGLALPHABET INC5,80299th40.1%—
6GOOGALPHABET INC5,24899th43.3%—
7JPMJPMORGAN CHASE & CO5,14499th41.7%—
8METAMETA PLATFORMS INC5,07299th40.8%—
9BRK/BBerkshire Hathaway Inc.4,92198th47.8%—
10AVGOBROADCOM INC4,83998th43.9%—

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

Stickiness map

Q2 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 ↑PEPDISPGABTPFEMSFTAAPLJNJVCHVCSCOUNH
2026-06-30
#StockHalf-LifeHoldersQuadrant
1SNDKSANDISK1.0q1,818Niche
2LITELUMENTUM HLDGS INC1.0q1,321Niche
3MUMICRON TECHNOLOGY INC2.0q3,886Hot Potato
4MRVLMARVELL TECHNOLOGY INC2.0q2,214Hot Potato
5STXSEAGATE TECHNOLOGY PLC2.0q1,960Hot Potato
6WDCWESTERN DIGITAL CORP2.0q1,842Niche
7TERTERADYNE INC2.0q1,422Niche
8QQNITY ELECTRONICS INC2.0q1,323Niche
9COHRCOHERENT CORP2.0q1,309Niche
10INTCINTEL CORP3.0q3,551Mixed

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).

Discovery map

Q2 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 nibbles02004006008001,0001,2000%0.2%0.4%0.6%0.8%1%First-time institutional holders →Avg conviction of new stakes (%) ↑INTCMUAMDMRVLSNDKAMATLRCXDELL
Communication ServicesHealthcareIndustrialsTechnologyUtilities

Fresh Blood — First-Time Institutional Discovery

Stocks attracting the most new institutional holders this quarter

2026-06-30
#StockNew HoldersTotal New Shares
1INTCINTEL CORP1,119153.6M
2MUMICRON TECHNOLOGY INC1,03732.1M
3AMDADVANCED MICRO DEVICES INC98153.2M
4MRVLMARVELL TECHNOLOGY INC79936.8M
5SNDKSANDISK7427.5M
6AMATAPPLIED MATLS INC70426.3M

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.

7LRCXLAM RESEARCH CORP62243.4M
8DELLDELL TECHNOLOGIES INC61513.4M
9PANWPALO ALTO NETWORKS INC60224.2M
10STXSEAGATE TECHNOLOGY PLC58012.5M
11GLWCORNING INC57324.1M
12WDCWESTERN DIGITAL CORP53211.3M
13CRWDCROWDSTRIKE HOLDINGS INC5259.0M
14KLACKLA CORP52447.3M
15UNHUNITEDHEALTH GROUP INC52342.0M
16TXNTEXAS INSTRS INC51546.9M
17CSCOCISCO SYSTEMS INC491141.3M
18GEVGE Vernova Inc4809.9M
19QCOMQUALCOMM INC46666.5M
20CATCATERPILLAR INC4494.7M

The race over 55 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
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2026-06-30
#StockConvictionHoldersAvg Pos.Total ValueRank Gap
1AAPLAPPLE INC18573.86,0943.05%$2.8T+2
2NVDANVIDIA CORP16248.45,9482.73%$3.4T+2
3SPYSPDR S&P 500 ETF TR14863.24,7323.14%$1.2T+8
4IVViShares Core S&P 500 ETF14134.94,0813.46%$695.5B+17
5MSFTMICROSOFT CORP12591.46,1942.03%$2.1T-4
6VOOVanguard S&P 500 ETF11984.43,9803.01%$372.2B+15
7AMZNAMAZON COM INC11973.66,1041.96%$1.8T-5
8GOOGLALPHABET INC11036.05,7621.92%$1.7T-3
9NDQINVESCO QQQ TR8658.04,0902.12%$636.1B+11
10VTIVanguard Total Stock Mark...8217.63,6602.25%$181.3B+11
11GOOGALPHABET INC7677.15,2141.47%$1.2T-5
12BRK/BBerkshire Hathaway Inc.5895.34,8891.21%$470.3B-3
13AVGOBROADCOM INC5810.54,8031.21%$1.4T-3
14VEAVanguard FTSE Developed M...5290.72,9811.77%$156.9B+7
15JPMJPMORGAN CHASE & CO5228.45,1121.02%$639.9B-8
16METAMETA PLATFORMS INC5172.35,0381.03%$1.0T-8
17MUMICRON TECHNOLOGY INC4857.03,8881.25%$1.3T+4
18TSMTAIWAN SEMICONDUCTOR MFG ...4559.33,5561.28%$418.5B+3
19LLYLILLY ELI & CO4423.54,6030.96%$951.8B-6
20DFACDimensional - US Core Equ...4380.01,2093.62%$37.4B+1

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.