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 92 comparable managers among the 95 tracked, at Q4 2025, filed by 27 Oct 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, Q4 2025
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| NOWServicenow Inc | 42 | 4 | +38 | +94,341,742 | +427.5% | 42$17.8bn |
| RKTRocket Cos Inc | 34 | 6 | +28 | +104,634,021 | +114.6% | 37$3.8bn |
| IVViShares Core S&P 500 ETF | 27 | 3 | +24 | +36,011,574 | +54.9% | 30$69.6bn |
| AMATApplied Matls Inc | 35 | 12 | +23 | +38,209,129 | +60.9% | 48$26.0bn |
| TERNTerns Pharmaceuticals Inc | 27 | 4 | +23 | +16,178,073 | +245.0% | 30$920m |
| TET1 Energy Inc Com New | 25 | 2 | +23 | +32,601,395 | +475.8% | 27$264m |
| SHWSherwin Williams Co | 33 | 11 | +22 | +1,840,237 | +5.7% | 43$11.1bn |
| NSCNorfolk Southern Corp | 30 | 9 | +21 | +1,215,798 | +3.5% | 37$10.4bn |
| CRCLCircle Internet Group Inc | 29 | 8 | +21 | -2,497,464 | -8.7% | 33$2.1bn |
| AHRAmerican Healthcare REIT Inc | 27 | 6 | +21 | +6,265,726 | +21.9% | 34$1.6bn |
| BHCBausch Health Cos Inc | 25 | 4 | +21 | +12,125,309 | +82.5% | 32$186m |
| VRDNViridian Therapeutics Inc | 25 | 4 | +21 | +5,734,866 | +25.6% | 28$883m |
| HEI-AHeico Corp New | 24 | 3 | +21 | +776,223 | +8.6% | 30$2.5bn |
| ITUBItau Unibanco HLDG SA | 28 | 8 | +20 | +31,505,193 | +9.9% | 35$2.5bn |
| CDECoeur MNG Inc | 27 | 7 | +20 | +27,818,340 | +51.0% | 33$1.5bn |
Broadest reduction, Q4 2025
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| METAMeta Platforms Inc | 22 | 48 | -26 | -10,718,686 | -3.1% | 61$224bn |
| LNWOScientific Games Corp | 1 | 26 | -25 | -6,538,155 | -99.5% | 2$3.3m |
| WABWabtec | 9 | 30 | -21 | +1,435,944 | +3.7% | 34$8.6bn |
| HIGHartford Insurance Group Inc | 8 | 29 | -21 | -6,497,177 | -16.5% | 29$4.5bn |
| HUMHumana Inc | 8 | 27 | -19 | -504,229 | -1.9% | 28$6.8bn |
| CAECae Inc | 4 | 23 | -19 | -1,890,910 | -18.2% | 20$259m |
| GEMIGemini Space Sta Inc | 1 | 20 | -19 | -4,245,325 | -66.7% | 9$21m |
| AERAercap Holdings NV | 7 | 25 | -18 | +824,615 | +3.9% | 31$3.2bn |
| ABBVAbbvie Inc | 12 | 29 | -17 | +4,620,057 | +3.9% | 33$28.0bn |
| LWLamb Weston HLDGS Inc | 10 | 27 | -17 | -6,470,109 | -19.9% | 30$1.1bn |
| CPBCampbell Soup Co | 10 | 27 | -17 | -6,070,241 | -14.3% | 30$1.0bn |
| CNQCanadian Nat Res LTD Med Ter | 9 | 26 | -17 | +43,118,081 | +9.7% | 26$16.6bn |
| WRBYWarby Parker Inc | 8 | 25 | -17 | -118,203 | -0.4% | 27$692m |
| CBChubb Limited | 12 | 28 | -16 | +3,617,352 | +3.6% | 35$32.2bn |
| KDPKeurig DR Pepper Inc | 11 | 27 | -16 | +57,413,836 | +14.0% | 31$13.1bn |
New listings this quarter
- MDLNMedline Inc39 holders$5.8bn
- QQnity Electronics Inc38 holders$2.2bn
- SOLSSolstice Advanced Matls Inc30 holders$640m
- WLTHWealthfront Corp Com29 holders$452m
- CWKCushman and Wakefield LTD25 holders$458m
- ALHAlliance Laundry HLDGS Inc24 holders$239m
- ULUnilever Spn.Adr 1:122 holders$2.7bn
- SUNCSunococorp LLC22 holders$539m
- FRMIFermi Inc22 holders$127m
- HPPHudson Pac Pptys Inc22 holders$83m
- MICCThe Magnum Ice Cream Company (US)21 holders$848m
- TTETotalenergies Se20 holders$7.8bn
5 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.