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13F Institutional Holdings
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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| Matrix | 13F-CHANGES | bullish | 3/10 | Matrix Asset Advisors made modest portfolio adjustments in Q3 2026, exiting Lockheed Martin, trimming Target, and adding | Oct 13, 2026 |
| State Street | 13F-CHANGES | bullish | 5/10 | State Street's Q2 2026 13F shows a net bullish posture with $3.4T AUM, adding $12.5B to MRVL (+79.3%) and initiating lar | Sep 22, 2026 |
| Arbiter | 13F-CHANGES | bullish | 4/10 | Arbiter Partners Capital Management added $17M to Corebridge Financial (CRBG) and Navient (NAVI) while trimming Oportun | Aug 22, 2026 |
| Elliott | 13F-CHANGES | bearish | 4/10 | Elliott Investment Management made notable portfolio adjustments in Q2 2026, exiting four positions (Crown Castle, Wayfa | Aug 16, 2026 |
| Lindsell Train | 13F-CHANGES | bearish | 4/10 | Lindsell Train trimmed two large positions (MDLZ -28%, EBAY -42.1%) totaling ~$273M and initiated a new $61.3M position | Jul 16, 2026 |
| Wells Fargo | 13F-CHANGES | neutral | 5/10 | { "summary": "Wells Fargo's Q1 2026 13F shows a defensive rotation: trimming $6.1B in SPY and reducing exposure to gold | Jul 9, 2026 |
| Morgan Stanley | 13F-CHANGES | neutral | 5/10 | { "summary": "Morgan Stanley's 13F-HR for Q4 2025 shows a significant rotation out of broad large-cap index ETFs (SPY, | Jun 11, 2026 |
| Matrix | 13F-CHANGES | bullish | 4/10 | Matrix Asset Advisors made 14 position changes in Q2 2025, deploying net capital into consumer staples (PEP, SBUX), home | Jun 11, 2026 |
| Schwab | 13F-CHANGES | bearish | 5/10 | Schwab's Q1 2025 13F shows a massive rotation out of financials (USB, KEY, HBAN, MTB, ZION, SNV) and into energy (COP, S | Jun 11, 2026 |
| T. Rowe Price | 13F-CHANGES | bullish | 4/10 | T. Rowe Price significantly rotated its portfolio in Q3 2024, adding heavily to semiconductor (AMD, AVGO), consumer stap | Jun 11, 2026 |
| Morgan Stanley | 13F-CHANGES | bullish | 4/10 | Morgan Stanley's Q3 2025 13F shows a net bullish capital deployment, with $1.8B+ added to PBUS (Invesco S&P 500 Equal We | Jun 11, 2026 |
| Fidelity | 13F-CHANGES | bullish | 5/10 | Fidelity's Q3 2025 13F shows a strong net bullish tilt, with $9.0B added to ORCL and significant capital deployed into f | Jun 11, 2026 |
| State Street | 13F-CHANGES | bullish | 5/10 | State Street significantly increased exposure to industrial/tech, energy, and financials while exiting several healthcar | Jun 11, 2026 |
| State Street | 13F-CHANGES | neutral | 5/10 | { "summary": "State Street's Q1 2025 13-F shows a net bullish deployment of capital, with $5.2B in adds/doubles/new po | Jun 11, 2026 |
| State Street | 13F-CHANGES | bullish | 5/10 | State Street's Q4 2024 13F shows a strongly bullish net capital deployment, with massive increases in tech (PANW, ANET, | Jun 11, 2026 |
| BlackRock | 13F-CHANGES | bullish | 4/10 | BlackRock's Q1 2026 13F shows a net bullish capital deployment, with significant additions to fixed-income ETFs (STIP, L | Jun 11, 2026 |
| BlackRock | 13F-CHANGES | bullish | 5/10 | BlackRock's Q4 2025 13F shows a massive net capital deployment into equities, led by a ~$32.6B doubling of Netflix and a | Jun 11, 2026 |
| BlackRock | 13F-CHANGES | bullish | 4/10 | BlackRock's Q3 2025 13F shows a large, directional rotation out of legacy energy, software, and retail positions and int | Jun 11, 2026 |
| Vanguard | 13F-CHANGES | bullish | 5/10 | Vanguard's Q4 2025 13F shows massive capital deployment into tech and energy, with huge increases in Netflix (+912%), Se | Jun 11, 2026 |
| Vanguard | 13F-CHANGES | bullish | 4/10 | Vanguard's Q3 2025 13F shows a clear rotation out of energy, healthcare, and legacy media into AI infrastructure, quantu | Jun 11, 2026 |
| Vanguard | 13F-CHANGES | bullish | 4/10 | Vanguard's Q2 2025 13F shows a massive net capital deployment into financials (COF, IBKR), crypto-exposed names (COIN, C | Jun 11, 2026 |
| UBS | 13F-CHANGES | bullish | 8/10 | UBS, acting as a mega-passive fund, made significant portfolio adjustments in 2024-Q4, trimming large positions in broad | Feb 28, 2026 |
| Schwab | 13F-CHANGES | bullish | 7/10 | Charles Schwab Investment Management made significant portfolio shifts in 2024-Q4, doubling down on its own Schwab Strat | Feb 28, 2026 |
| Wells Fargo | 13F-CHANGES | bullish | 8/10 | Wells Fargo, acting as a mega-passive institutional investor, made significant portfolio adjustments in 2024-Q4, rotatin | Feb 28, 2026 |
| Morgan Stanley | 13F-CHANGES | bullish | 8/10 | Morgan Stanley's 13F filing shows a major rotation into large-cap tech, semiconductors, and financials, with significant | Feb 28, 2026 |
| Schwab | 13F-CHANGES | bullish | 8/10 | Charles Schwab Investment Management added 3,499 new positions in Q3 2024, including massive entries into top tech names | Feb 28, 2026 |
| Morgan Stanley | 13F-CHANGES | bullish | 8/10 | Morgan Stanley (as reported in its 13F filing) significantly rebalanced its portfolio in Q3 2024, doubling down on tech | Feb 28, 2026 |
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