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 94 comparable managers among the 95 tracked, at Q2 2024, 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.
Broadest accumulation, Q2 2024
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| AAPLApple Inc | 40 | 18 | +22 | -169,902,437 | n.a. | 56$316bn |
| CCitigroup Inc | 29 | 9 | +20 | n.a. | n.a. | 38$15.9bn |
| UBERUber Technologies Inc | 32 | 14 | +18 | n.a. | n.a. | 47$27.0bn |
| PRPermian Resources Corp | 19 | 1 | +18 | n.a. | n.a. | 20$1.8bn |
| NKENIKE Inc | 24 | 7 | +17 | n.a. | n.a. | 30$9.5bn |
| MARMarriott Intl Inc New | 22 | 5 | +17 | n.a. | n.a. | 27$7.0bn |
| JNJJohnson & Johnson | 24 | 8 | +16 | n.a. | n.a. | 35$20.4bn |
| COPConocophillips | 26 | 11 | +15 | n.a. | n.a. | 36$20.8bn |
| MMM3M Co | 22 | 7 | +15 | n.a. | n.a. | 30$4.8bn |
| NOCNorthrop Grumman Corp | 21 | 6 | +15 | n.a. | n.a. | 27$8.3bn |
| CVNACarvana Co | 18 | 4 | +14 | n.a. | n.a. | 22$4.5bn |
| FTNTFortinet Inc | 18 | 4 | +14 | n.a. | n.a. | 21$4.4bn |
| ILMNIllumina Inc | 18 | 4 | +14 | n.a. | n.a. | 22$2.3bn |
| PDDPDD Holdings Inc | 23 | 10 | +13 | n.a. | n.a. | 32$13.6bn |
| TAT&T Inc | 23 | 10 | +13 | n.a. | n.a. | 33$6.8bn |
Broadest reduction, Q2 2024
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| METAMeta Platforms Inc | 19 | 49 | -30 | n.a. | n.a. | 65$195bn |
| GOOGAlphabet Inc | 15 | 30 | -15 | n.a. | n.a. | 45$98.4bn |
| FICOFair Isaac Corp | 1 | 16 | -15 | n.a. | n.a. | 15$3.2bn |
| PGProcter & Gamble Co | 8 | 22 | -14 | n.a. | n.a. | 27$22.7bn |
| TMUST-mobile US Inc | 9 | 21 | -12 | n.a. | n.a. | 30$17.8bn |
| MSFTMicrosoft Corp | 27 | 38 | -11 | n.a. | n.a. | 67$374bn |
| GOOGLAlphabet Inc | 23 | 34 | -11 | n.a. | n.a. | 56$132bn |
| NFLXNetflix Inc. | 17 | 28 | -11 | n.a. | n.a. | 44$55.5bn |
| TFCTruist Finl Corp | 4 | 14 | -10 | n.a. | n.a. | 14$3.8bn |
| CRHCRH PLC | 13 | 22 | -9 | n.a. | n.a. | 34$6.7bn |
| DHRDanaher Corp Del | 10 | 19 | -9 | n.a. | n.a. | 25$25.0bn |
| LINLinde PLC | 9 | 18 | -9 | n.a. | n.a. | 28$30.5bn |
| IRIngersoll Rand Inc | 3 | 12 | -9 | n.a. | n.a. | 15$8.9bn |
| MUMicron Technology Inc | 20 | 28 | -8 | n.a. | n.a. | 43$20.8bn |
| MSCIMsci Inc | 10 | 18 | -8 | n.a. | n.a. | 24$4.5bn |
New listings this quarter
- GEVGe Vernova Inc26 holders$9.8bn
- CLSCelestica Inc13 holders$1.7bn
- VIKViking Holdings LTD12 holders$913m
- ULSUl Solutions Inc12 holders$378m
- LHLabcorp Holdings Inc10 holders$1.0bn
- SOLVSolventum Corp9 holders$532m
- IBTAIbotta Inc8 holders$252m
- RBRKRubrik Inc.8 holders$108m
- IBITiShares Bitcoin TR7 holders$938m
- WAYWaystar HLDG Corp7 holders$199m
- LOARLoar Holdings Inc7 holders$99m
- TEMTempus Ai Inc6 holders$208m
4 stocks had a share split this quarter and are 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.