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 91 comparable managers among the 95 tracked, at Q1 2026, 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, Q1 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| SSNCSs&c Tech HLDGS | 30 | 3 | +27 | +8,541,594 | +27.1% | 32$2.7bn |
| SFStifel Finl Corp | 30 | 9 | +21 | +12,355,725 | +56.6% | 35$2.7bn |
| CHCOCity Holding Co | 23 | 2 | +21 | +338,275 | +58.8% | 27$109m |
| YUMYum Brands Inc | 28 | 8 | +20 | +7,305,268 | +54.4% | 33$3.2bn |
| LMTLockheed Martin Corp | 30 | 11 | +19 | +2,988,710 | +21.0% | 42$10.4bn |
| CRWVCoreweave Inc | 29 | 10 | +19 | +1,886,174 | +7.0% | 33$2.2bn |
| SWXSouthwest Gas Corp | 26 | 7 | +19 | -3,611,940 | -21.0% | 32$1.2bn |
| EWBCEast West Bancorp Inc | 25 | 6 | +19 | +4,682,025 | +20.1% | 29$3.0bn |
| VGVenture Global Inc | 24 | 5 | +19 | +33,542,354 | +289.6% | 29$711m |
| HTOSJW Group | 22 | 3 | +19 | +4,529,647 | +297.1% | 26$355m |
| ABTAbbott Laboratories | 30 | 12 | +18 | +19,194,538 | +11.6% | 40$19.2bn |
| WATWaters Corp | 27 | 9 | +18 | +7,062,917 | +81.3% | 34$6.9bn |
| KGCKinross Gold Corp | 26 | 8 | +18 | +2,366,392 | +2.7% | 33$2.9bn |
| QTWOQ2 Holdings Inc | 25 | 7 | +18 | +2,253,668 | +32.8% | 30$435m |
| OWLBlue Owl Capital Inc | 24 | 6 | +18 | +66,756,358 | +34.8% | 28$2.4bn |
Broadest reduction, Q1 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| FUBOFubotv Inc | 0 | 24 | -24 | -35,869,060 | -94.8% | 12$19m |
| TAT&T Inc | 9 | 32 | -23 | -2,241,323 | -0.5% | 36$11.9bn |
| COHRCoherent Corp | 13 | 35 | -22 | -10,626,863 | -19.2% | 43$10.6bn |
| PYPLPayPal HLDGS Inc | 9 | 31 | -22 | -51,338,638 | -44.8% | 31$2.9bn |
| GUTSFractyl Health Inc | 0 | 21 | -21 | -20,321,012 | -72.1% | 11$3.7m |
| AMZNAmazon Com Inc | 26 | 45 | -19 | +37,872,703 | +3.2% | 70$261bn |
| WMTWalmart Inc | 13 | 32 | -19 | +42,989,200 | +19.7% | 38$32.3bn |
| PGProcter & Gamble Co | 12 | 31 | -19 | -5,174,025 | -3.9% | 36$18.2bn |
| LYFTLyft Inc | 8 | 27 | -19 | -27,927,190 | -27.7% | 28$965m |
| LHLabcorp Holdings Inc | 4 | 23 | -19 | -1,543,520 | -19.1% | 25$1.7bn |
| CCJCameco Corp | 10 | 28 | -18 | -8,829,104 | -19.5% | 30$4.3bn |
| ASNDAscendis Pharma A | 7 | 25 | -18 | -5,146,610 | -25.9% | 20$3.4bn |
| PRGProg Holdings Inc | 7 | 25 | -18 | -877,445 | -16.1% | 22$132m |
| DOVDover Corp | 6 | 24 | -18 | -293,875 | -2.1% | 27$2.9bn |
| CALMCal Maine Foods Inc | 5 | 23 | -18 | -1,450,979 | -30.0% | 21$267m |
New listings this quarter
- PNFPPinnacle Finl Partners Inc34 holders$3.0bn
- AZNAstrazeneca PLC33 holders$30.0bn
- VSNTVersant Media Group Inc33 holders$1.2bn
- QGENQiagen NV31 holders$1.2bn
- FPSForgent Power Solutions Inc29 holders$1.4bn
- SUNBSunbelt Rentals Holdings Inc28 holders$6.9bn
- INDVIndivior Pharmaceuticals Inc27 holders$719m
- AMCRAmcor PLC26 holders$2.0bn
- DFTXDefinium Therapeutics Inc26 holders$305m
- EQPTEquipmentshare Com Inc25 holders$544m
- JANJanus Living Inc24 holders$388m
- ORCLPRDOracle Corp23 holders$1.2bn
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.