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 Q3 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, Q3 2024
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| RDDTReddit Inc | 21 | 1 | +20 | n.a. | n.a. | 23$2.1bn |
| TSLATesla Inc | 28 | 9 | +19 | n.a. | n.a. | 37$45.5bn |
| JDJd.com Inc | 23 | 4 | +19 | n.a. | n.a. | 27$4.9bn |
| SCHWCharles Schwab Corp (the) | 22 | 8 | +14 | n.a. | n.a. | 30$20.8bn |
| RBLXRoblox Corp | 18 | 4 | +14 | n.a. | n.a. | 23$5.6bn |
| MELIMercadolibre Inc | 25 | 12 | +13 | n.a. | n.a. | 37$26.7bn |
| CVSCVS Health Corp | 23 | 10 | +13 | n.a. | n.a. | 31$14.2bn |
| NKENIKE Inc | 23 | 10 | +13 | n.a. | n.a. | 33$12.5bn |
| BIIBBiogen Inc | 15 | 2 | +13 | n.a. | n.a. | 17$2.6bn |
| OZKBank Ozk Little Rock ARK | 13 | 0 | +13 | n.a. | n.a. | 13$570m |
| TSMTaiwan Semiconductor Manufac | 34 | 22 | +12 | n.a. | n.a. | 54$34.9bn |
| CMCSAComcast Corp New | 22 | 10 | +12 | n.a. | n.a. | 33$27.0bn |
| MDTMedtronic PLC | 21 | 9 | +12 | n.a. | n.a. | 30$13.9bn |
| MCDMcDonald's Corp | 20 | 8 | +12 | n.a. | n.a. | 27$17.3bn |
| AZOAutozone Inc | 19 | 7 | +12 | n.a. | n.a. | 26$4.6bn |
Broadest reduction, Q3 2024
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | 20 | 43 | -23 | n.a. | n.a. | 62$206bn |
| UNHUnitedhealth Group Inc | 10 | 30 | -20 | n.a. | n.a. | 37$95.7bn |
| MAMastercard Incorporated | 13 | 30 | -17 | n.a. | n.a. | 43$55.8bn |
| VVisa Inc | 15 | 29 | -14 | n.a. | n.a. | 47$70.5bn |
| GSGoldman Sachs Group Inc | 9 | 21 | -12 | n.a. | n.a. | 28$16.1bn |
| KOCoca Cola Co | 7 | 19 | -12 | n.a. | n.a. | 26$47.9bn |
| AAPLApple Inc | 23 | 34 | -11 | n.a. | n.a. | 50$323bn |
| WMTWalmart Inc | 11 | 22 | -11 | n.a. | n.a. | 31$16.8bn |
| METAMeta Platforms Inc | 29 | 39 | -10 | n.a. | n.a. | 66$218bn |
| CMGChipotle Mexican Grill Inc | 14 | 24 | -10 | n.a. | n.a. | 35$16.7bn |
| ASMLAsml HLDG NV | 13 | 23 | -10 | n.a. | n.a. | 32$17.3bn |
| JPMJPMorgan Chase & Co | 11 | 21 | -10 | n.a. | n.a. | 29$50.1bn |
| TJXTJX Cos Inc New | 11 | 21 | -10 | n.a. | n.a. | 32$16.6bn |
| CBRECbre Group Inc | 6 | 16 | -10 | n.a. | n.a. | 20$6.2bn |
| JCIJohnson Controls Internation | 5 | 15 | -10 | n.a. | n.a. | 20$13.5bn |
New listings this quarter
- FERGFerguson Enterprises Inc29 holders$6.8bn
- TELTe Connectivity PLC25 holders$9.2bn
- LINELineage Cell Theraputics In16 holders$1.5bn
- TLNTalen Energy Corp15 holders$1.1bn
- SWSmurfit Westrock PLC12 holders$2.4bn
- SIRISiriusxm Holdings Inc9 holders$2.6bn
- OSOnestream Inc7 holders$95m
- FUNSix Flags Entertainment Corp6 holders$142m
- DNAGinkgo Bioworks Holdings Inc5 holders$62m
- SITCSite CTRS Corp4 holders$577m
- PACSPacs Group Inc4 holders$272m
- ARDTArdent Health Partners Inc4 holders$47m
7 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.