Institutional 13F filing analyses
In-depth breakdowns of institutional 13F filings — portfolio holdings, sector rotation, and conviction moves, updated as new filings publish.
Q1 2026 · 13F AnalysisBerkshire Hathaway Inc doubles down on Alphabet and reopens the airlines play
Read analysisQ1 2026 · 13F AnalysisAllianz Asset Management GmbH doubles down on AI and pharma in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisBoston Partners Rotates From Industrial Cyclicals Into AI, Oil Services, Travel
Read analysisQ1 2026 · 13F AnalysisVoya Investment Management Llc Tilts From Mega-Cap AI To Defensives
Read analysisQ1 2026 · 13F AnalysisBaillie Gifford & Co Doubles Down on Emerging-Market Profit Pools in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisMarshall Wace LLP Rotates From Crowded Mega-Caps To Cyclical AI Plumbing
Read analysisQ1 2024 · 13F AnalysisCredit Suisse Ag/ Rotates From Mega‑Cap AI To Defensives In 2024-Q1
Read analysisQ1 2026 · 13F AnalysisNordea Investment Management Ab rotates from mega-cap AI to durable cash-flow moats
Read analysisQ1 2026 · 13F AnalysisSei Investments Co doubles down on AI platforms and de-risks the periphery
Read analysisQ1 2026 · 13F Analysis1832 Asset Management L P Rotates From Canadian Financials Into Global Growth
Read analysisQ1 2026 · 13F AnalysisStifel Financial Corp Quietly Rotates From U.S. Megacaps to Broad Growth
Read analysisQ1 2026 · 13F AnalysisNational Bank Of Canada Fi Doubles Down On AI And Healthcare In 2026-Q1
Read analysisQ1 2026 · 13F AnalysisDz Bank Ag Deutsche Zentral Genossenschafts Bank Frankfurt Leans Into Health Care and AI Plumbing
Read analysisQ1 2026 · 13F AnalysisClearbridge Investments, LLC Rotates From Mega-Cap AI Winners To Defensives
Read analysisQ1 2026 · 13F AnalysisVanguard Asset Management LTD Loads Up on AI Platforms and Pharma Moats
Read analysisQ1 2026 · 13F AnalysisManufacturers Life Insurance Company rotates from megacap AI to health and income
Read analysisQ1 2026 · 13F AnalysisRhumbline Advisers Quietly Re-Racks Its AI Winners in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisInside Schroder Investment Management Group’s 2026-Q1 Rotation Into AI Infrastructure
Read analysisQ1 2026 · 13F AnalysisTd Asset Management Inc rotates from mega-cap tech into energy and defensives
Read analysisQ1 2026 · 13F AnalysisTwo Sigma Investments LP doubles down on mega-cap AI and rate-cut winners
Read analysisQ1 2026 · 13F AnalysisState Farm Mutual Automobile Insurance Co Rotates From Cyclicals Into Defensives and Tech Plumbing
Read analysisQ1 2026 · 13F AnalysisPrimecap Management CO Ca Rotates From AI Mania To Defensible Cash Flows
Read analysisQ1 2026 · 13F AnalysisFil Ltd rotates from Canadian banks into AI software and defensives
Read analysisQ1 2026 · 13F AnalysisNeuberger Berman Group Llc doubles down on AI leaders and GLP‑1 health
Read analysisQ1 2026 · 13F AnalysisFirst Trust Advisors Lp Rotates From Pure Tech Beta Into Targeted Themes
Read analysisQ1 2026 · 13F AnalysisJennison Associates LLC Rewires Its AI Bet Around Infrastructure
Read analysisQ1 2026 · 13F AnalysisCreative Planning Rotates Into Bonds And AI Mega-Caps In 2026-Q1
Read analysisQ1 2026 · 13F AnalysisMitsubishi UFJ Asset Management Co., Ltd. doubles down on AI and US consumers
Read analysisQ1 2026 · 13F AnalysisSimplex Trading Llc Doubles Down On AI, Hedges With Gold And Duration
Read analysisQ1 2026 · 13F AnalysisSumitomo Mitsui Trust Group, Inc. leans into gold, trims AI megacaps
Read analysisQ1 2026 · 13F AnalysisCanada Pension Plan Investment Board Leans Harder Into AI, Power, and Credit
Read analysisQ1 2026 · 13F AnalysisVictory Capital Management Inc Tilts From AI Winners To Software And Services
Read analysisQ1 2026 · 13F AnalysisNorthwestern Mutual Wealth Management Co doubles down on broad beta and bonds
Read analysisQ1 2026 · 13F AnalysisCalifornia Public Employees Retirement System leans harder into index beta and AI plumbing
Read analysisQ3 2024 · 13F AnalysisInside Raymond James & Associates’s 2024-Q3 Playbook: From Low-Vol to Broad Beta
Read analysisQ1 2026 · 13F AnalysisInside Pnc Financial Services Group INC’s Q1 2026 Rotation
Read analysisQ1 2026 · 13F AnalysisSwiss National Bank Doubles Down on AI Platforms, Adds Defensive Pharma
Read analysisQ1 2026 · 13F AnalysisDodge & Cox Rotates From Defensives Into Scaled Tech and Fee Engines
Read analysisQ1 2026 · 13F AnalysisArrowstreet Capital, Limited Partnership doubles down on megacap AI and energy
Read analysisQ1 2026 · 13F AnalysisInside Vanguard Global Advisers LLC’s 2026-Q1 Pivot to Indexed AI Winners
Read analysisQ1 2026 · 13F AnalysisPrincipal Financial Group Inc doubles down on AI and platforms in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisHsbc Holdings Plc Doubles Down On AI Infrastructure After Painful Q1
Read analysisQ1 2026 · 13F AnalysisAmerican Century Companies Inc rotates from megacap AI trades to AI infrastructure
Read analysisQ1 2026 · 13F AnalysisJanus Henderson Group PLC Rotates From Mega-Cap AI To Healthcare Depth
Read analysisQ1 2026 · 13F AnalysisBnp Paribas Financial Markets Rotates From Mega-Cap AI To Spread Trades
Read analysisQ1 2026 · 13F AnalysisNational Pension Service doubles down on mega-cap AI after drawdown
Read analysisQ1 2026 · 13F AnalysisJones Financial Companies Lllp Rotates From Bonds Into AI-Led Equities
Read analysisQ1 2026 · 13F AnalysisCtc LLC Leans Into AI, Silicon, and Silver in 2026-Q1 Rotation
Read analysisQ1 2026 · 13F AnalysisInside Aqr Capital Management Llc’s 2026-Q1 Playbook: Doubling Down on AI Rails
Read analysisQ1 2026 · 13F AnalysisCitigroup INC Doubles Down on AI Platforms and Cyclical Rebound in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisBank Of Montreal /Can/ Rotates From Mega-Cap Tech Into Rates, Gold and Banks
Read analysisQ1 2026 · 13F AnalysisIMC-Chicago, LLC Turns Q1 Drawdown Into a High-Conviction Macro Barbell
Read analysisQ1 2026 · 13F AnalysisOptiver Holding B.v. rotates from crowded AI darlings into cyclicals and carry
Read analysisQ1 2026 · 13F AnalysisMassachusetts Financial Services Co /Ma/ Leans Into Tools, Not Just Titans
Read analysisQ1 2026 · 13F AnalysisMirae Asset Global Investments Bets the House on Berkshire in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisDeutsche Bank Ag leans into AI platforms and defensive pharma in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisAllianceBernstein L P Rotates Inside AI, Hedges With Value in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisRaymond James Financial Inc doubles down on broad beta and durable compounders
Read analysisQ4 2024 · 13F AnalysisNuveen Asset Management tilts AI bet from megacaps to network plumbing
Read analysisQ1 2026 · 13F AnalysisAmundi doubles down on AI megacaps and pivots hard into oil
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