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13F Explorer

The long US equity books of 95 tracked managers, as they reported them on Form 13F. Find who holds a stock and how much of each book it is, which names were bought and sold most broadly, how sectors and themes moved, and how far two managers’ books overlap.

Each stock opens on its holders, quarter by quarter, with every position’s share of its manager’s book and the filing. Compare two to four stocks side by side →

Consensus and contrarian monitor

This covers the 93 comparable managers among the 95 tracked, at Q4 2023, filed by 5 Nov 2026. It is not the whole market. Buyers opened or added shares; sellers trimmed or exited. Each is a count of managers, among listed positions. Stocks are ranked by breadth: the number of comparable managers that opened or added shares less the number that trimmed or exited.

Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Broadest accumulation, Q4 2023

Most comparable managers buying net of those selling. Net shares sums each manager's change in shares, and reads n.a. where listed positions cannot show it. Conviction is that change as a share of the shares held the quarter before, shown only where every holder's whole book was read.
StockBuyersSellersBreadthNet sharesConvictionHolders
AMZNAmazon Com Inc4423+21n.a.n.a.69$172bn
XOMExxon Mobil Corp2811+17n.a.n.a.38$30.7bn
CCLCarnival Corp160+16n.a.n.a.16$1.6bn
SNPSSynopsys Inc2712+15n.a.n.a.36$13.1bn
WDCWestern Digital Corp205+15n.a.n.a.24$4.0bn
CCitigroup Inc2713+14n.a.n.a.41$12.0bn
PDDPDD Holdings Inc239+14n.a.n.a.32$13.7bn
EBAYeBay Inc.173+14n.a.n.a.20$1.4bn
SPYState STR SPDR S&P 500 ETF T2411+13n.a.n.a.35$26.6bn
IWMiShares Inc163+13n.a.n.a.18$4.5bn
WHRWhirlpool Corp130+13n.a.n.a.14$621m
AMATApplied Matls Inc219+12n.a.n.a.30$12.4bn
TEAMAtlassian Corporation186+12n.a.n.a.24$8.8bn
HDBHDFC Bank LTD175+12n.a.n.a.24$4.3bn
QRVOQorvo Inc175+12n.a.n.a.21$1.9bn

Broadest reduction, Q4 2023

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
MSFTMicrosoft Corp2048-28n.a.n.a.66$333bn
ELVElevance Health Inc Formerly1027-17n.a.n.a.36$20.3bn
TMUST-mobile US Inc825-17n.a.n.a.34$17.1bn
NVDANvidia Corporation2236-14n.a.n.a.55$153bn
GOOGAlphabet Inc1528-13n.a.n.a.45$82.8bn
VVisa Inc1729-12n.a.n.a.48$68.6bn
HDHome Depot Inc1022-12n.a.n.a.30$34.1bn
LMTLockheed Martin Corp921-12n.a.n.a.30$8.8bn
KVUEKenvue Inc618-12n.a.n.a.21$9.8bn
AMEAmetek Inc517-12n.a.n.a.22$5.9bn
UNHUnitedhealth Group Inc1728-11n.a.n.a.42$92.5bn
SHWSherwin Williams Co1122-11n.a.n.a.31$10.9bn
RTXRTX Corporation617-11n.a.n.a.20$16.9bn
WDAYWorkday Inc1323-10n.a.n.a.35$13.1bn
AMTAmerican Tower Corp717-10n.a.n.a.23$12.8bn

New listings this quarter

Securities that first appear in a tracked book this quarter, or that are newly matched to a ticker. Their new positions are allocations, so they are not ranked as accumulation.
  • BGBunge Global SA13 holders$3.0bn
  • VLTOVeralto Corp10 holders$1.7bn
  • LBTYKLiberty Global LTD10 holders$1.3bn
  • LBTYALiberty Global LTD10 holders$944m
  • SNSharkninja Inc8 holders$283m
  • BIRKBirkenstock Holding PLC7 holders$384m
  • VSTSVestis Corporation7 holders$260m
  • HGHamilton Insurance Group LTD6 holders$57m
  • FWONALiberty Media Corp Del3 holders$95m
  • APGEApogee Therapeutics Inc3 holders$32m
  • BGCBGC Group Inc3 holders$21m
  • LULufax Holding LTD3 holders$20m

1 stock had a share split this quarter and is left out, since the change in shares was the split rather than trading.

What a 13F can and cannot say

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later: never today’s portfolio, and never shorts, cash, bonds or performance. Buying here means more shares, so a rise in value with no rise in shares is a price move. Changes are counted only among managers that filed both quarters. Large books are listed to their largest positions, so a manager missing from a list may still hold a small position. These are 95 managers, not the institutional market.

Every manager, one book at a time →