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 AnalysisInside Vanguard Fiduciary Trust CO’s Q1 2026: All-In on AI Platforms
Read analysisQ1 2026 · 13F AnalysisFranklin Resources Inc tilts from mega-cap AI to capital-heavy defensives
Read analysisQ1 2026 · 13F AnalysisBarclays Plc Turns Defensive: EM Beta, Gold and Healthcare Over Mega‑Cap Tech
Read analysisQ1 2026 · 13F AnalysisCapital International Investors Rotates From Mega‑Cap AI to Defensive Growth
Read analysisQ1 2026 · 13F AnalysisAmeriprise Financial Inc leans harder into AI plumbing and duration hedges
Read analysisQ1 2026 · 13F AnalysisLegal & General Group PLC Rotates AI Gains Into Big Pharma in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME doubles down on AI rails and hard assets
Read analysisQ1 2026 · 13F AnalysisDimensional Fund Advisors LP Doubles Down On Mega-Cap Platforms In 2026-Q1
Read analysisQ1 2026 · 13F AnalysisWells Fargo & Company Mn Quietly Rotates From Crowded AI Beta To Global Beta
Read analysisQ1 2026 · 13F AnalysisWellington Management Group LLP Rotates from Big Tech Winners to Durable Cash Engines
Read analysisQ1 2026 · 13F AnalysisBank of New York Mellon Corp Tilts From Mega‑Cap AI Winners to Defensives
Read analysisQ1 2026 · 13F AnalysisRoyal Bank Of Canada Rotates From Index Beta To Targeted Compounders
Read analysisQ1 2026 · 13F AnalysisCapital Research Global Investors Doubles Down on AI Platforms and Risk-On Cyclicals
Read analysisQ1 2026 · 13F AnalysisEnvestnet Asset Management Inc doubles down on cap‑weighted beta and duration
Read analysisQ1 2026 · 13F AnalysisInvesco Ltd. rotates from mega-cap AI to health care and hard assets
Read analysisQ1 2026 · 13F AnalysisCharles Schwab Investment Management leans into AI, healthcare, and quality defensives
Read analysisQ1 2026 · 13F AnalysisUBS Group AG Leans Into Safety and Style Factors After AI Surge
Read analysisQ1 2026 · 13F AnalysisCapital World Investors rotates from AI froth into drugs, defense and hard assets
Read analysisQ1 2026 · 13F AnalysisNorthern Trust Corp Quietly Rotates From Mega-Cap Tech Into Real Assets
Read analysisQ1 2026 · 13F AnalysisInside Jane Street Group, Llc’s Q1 2026 Playbook: From AI Darlings To Factor Beta
Read analysisQ1 2026 · 13F AnalysisGoldman Sachs Group Inc Doubles Down on AI Platforms and EM Beta
Read analysisQ1 2026 · 13F AnalysisSusquehanna International Group leans harder into AI, health, and hard assets
Read analysisQ4 2025 · 13F AnalysisNorges Bank Doubles Down on Megacap AI Platforms in 2025-Q4 Pivot
Read analysisQ1 2026 · 13F AnalysisBank Of America CORP De Rotates From Long-Duration Tech to Global Growth and Credit
Read analysisQ1 2026 · 13F AnalysisInside Morgan Stanley’s Q1 2026 Playbook: From Mega‑Cap AI to Broad Beta
Read analysisQ1 2026 · 13F AnalysisInside Vanguard Portfolio Management LLC’s 2026-Q1 AI‑First Rebuild
Read analysisQ1 2026 · 13F AnalysisFmr LLC doubles down on AI plumbing and adds a pharma safety net
Read analysisQ1 2026 · 13F AnalysisVanguard Capital Management Llc Loads Up on AI Platform Winners in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisBlackRock, Inc. Rotates From Mega‑Cap AI Icons to Second‑Wave Enablers
Read analysisQ1 2026 · 13F AnalysisDuquesne Family Office: Doubling Down on Precision Health and Hard Tech in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisBaupost Group Llc/Ma rotates from hard cyclicals into moaty fee and health names
Read analysisQ3 2025 · 13F AnalysisScion Asset Management Doubles Down on Deep-Value Concentration in 2025-Q3
Read analysisQ1 2026 · 13F AnalysisInside Robotti Robert’s Q1 2026 Book: From Commodity Cycles to Hard-Asset Operators
Read analysisQ1 2026 · 13F AnalysisMangrove Partners Im Llc Rotates From Credit To Crypto, Pipes, and Oligopolies
Read analysisQ1 2026 · 13F AnalysisDiscovery Capital Management Llc Ct Rotates Hard Into AI Semis and LatAm Risk
Read analysisQ1 2026 · 13F AnalysisThird Point LLC Dumps Old Cyclicals to Double Down on AI Platforms
Read analysisQ1 2026 · 13F AnalysisHimalaya Capital Management Llc Rotates From Big Banks Into Tollbooth Franchises
Read analysisQ1 2026 · 13F AnalysisInside Valley Forge Capital Management Lp’s Concentrated Data-Moat Bet
Read analysisQ1 2026 · 13F AnalysisInside Kensico Capital Management CORP’s Q1 2026 Rotation Toward Data Tollbooths
Read analysisQ1 2026 · 13F AnalysisDonald Smith & Co Inc Rotates From Gold Winners Into Credit And Energy
Read analysisQ1 2026 · 13F AnalysisAltimeter Capital Management Lp doubles down on AI hardware and infra in 2026-Q1
Read analysisQ1 2026 · 13F AnalysisOaktree Capital Management Lp Doubles Down On Global Energy And Hard Assets
Read analysisQ1 2026 · 13F AnalysisLPL Financial LLC Rotates From Broad Beta To Targeted Factor Bets
Read analysisQ1 2026 · 13F AnalysisHorizon Kinetics Asset Management LLC Doubles Down on Hard Assets and Market Plumbing
Read analysisQ1 2026 · 13F AnalysisFundsmith LLP Turns Defensive: Trimming Winners, Doubling Down on Quality Cashflows
Read analysisQ1 2026 · 13F AnalysisARK Investment Management LLC Rotates From Legacy AI Winners Into New Pipes
Read analysisQ1 2026 · 13F AnalysisNvidia CORP’s 13F: Doubling Down on AI Infrastructure Monopolies
Read analysisQ1 2026 · 13F AnalysisInside Elliott Investment Management’s Q1 2026 Playbook: Energy, Cash Flow, and Turnarounds
Read analysisQ1 2026 · 13F AnalysisInside Fisher Asset Management’s 2026-Q1 Pivot: AI Core, Pharma Upside, Rate Hedge
Read analysisQ2 2024 · 13F AnalysisBlackRock Inc. doubles down on AI megacaps and upstream chips in 2024-Q2
Read analysisQ4 2025 · 13F AnalysisVanguard Group Inc doubles down on AI leaders and secular platforms in 2025-Q4
Read analysisQ1 2026 · 13F AnalysisGotham Asset Management Llc Doubles Down on Index Core and AI Leaders
Read analysisQ1 2026 · 13F AnalysisCitadel Advisors Llc Rotates From Crowded AI to Durable Cash Engines
Read analysisQ1 2026 · 13F AnalysisCantor Fitzgerald L P Rotates From Crowded AI Trades Into Broader Beta
Read analysisQ1 2026 · 13F AnalysisInside Soros Fund Management Llc’s 2026-Q1 Pivot to Real-Economy Moats
Read analysisQ1 2026 · 13F AnalysisTiger Global Management LLC Doubles Down on AI Plumbing After a Brutal Quarter
Read analysisQ1 2026 · 13F AnalysisGrantham, Mayo, Van Otterloo & Co. LLC Doubles Down on Rails, Not Just AI
Read analysisQ1 2026 · 13F AnalysisPoint72 Asset Management L P Rotates AI Gains Into Defensives and Energy
Read analysisQ1 2026 · 13F AnalysisD E Shaw & Co Inc Rotates From AI High-Flyers Into Banks, Health Care
Read analysisQ1 2026 · 13F AnalysisJpmorgan Chase & CO leans into broad beta and resilient cash machines
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