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← Winton Group Ltd, latest filing

What Winton Group Ltd changed, 2014 to 2026

49 quarterly 13F filings, from Q2 2014 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$3.1bn

$14.7bn at Q2 2014

Positions

1,137

642 at Q2 2014

Top ten weight

17%

8% at Q2 2014

Typical quarterly turnover

about 29%

Estimated from share changes

Reported book by quarter
$0$7bn$15bnQ2 2014: $14.7bnQ3 2014: $14.0bnQ4 2014: $8.1bnQ1 2015: $12.6bn15Q2 2015: $10.9bnQ3 2015: $12.6bnQ4 2015: $11.3bnQ1 2016: $9.2bn16Q2 2016: $6.1bnQ3 2016: $5.8bnQ4 2016: $3.0bnQ1 2017: $3.7bn17Q2 2017: $3.4bnQ3 2017: $3.1bnQ4 2017: $3.5bnQ1 2018: $3.5bn18Q2 2018: $3.9bnQ3 2018: $4.8bnQ4 2018: $4.6bnQ1 2019: $5.0bn19Q2 2019: $5.1bnQ3 2019: $8.5bnQ4 2019: $7.1bnQ1 2020: $3.8bn20Q2 2020: $3.9bnQ3 2020: $3.1bnQ4 2020: $1.4bnQ1 2021: $1.8bn21Q2 2021: $1.9bnQ3 2021: $1.8bnQ4 2021: $1.7bnQ1 2022: $1.9bn22Q2 2022: $1.9bnQ3 2022: $1.5bnQ4 2022: $1.5bnQ1 2023: $1.6bn23Q2 2023: $1.2bnQ3 2023: $1.2bnQ4 2023: $1.4bnQ1 2024: $1.4bn24Q2 2024: $1.5bnQ3 2024: $1.4bnQ4 2024: $1.5bnQ1 2025: $1.6bn25Q2 2025: $2.0bnQ3 2025: $2.7bnQ4 2025: $2.9bnQ1 2026: $2.9bn26Q2 2026: $3.1bn
  • Q2 2014: $14.7bn
  • Q3 2014: $14.0bn
  • Q4 2014: $8.1bn
  • Q1 2015: $12.6bn
  • Q2 2015: $10.9bn
  • Q3 2015: $12.6bn
  • Q4 2015: $11.3bn
  • Q1 2016: $9.2bn
  • Q2 2016: $6.1bn
  • Q3 2016: $5.8bn
  • Q4 2016: $3.0bn
  • Q1 2017: $3.7bn
  • Q2 2017: $3.4bn
  • Q3 2017: $3.1bn
  • Q4 2017: $3.5bn
  • Q1 2018: $3.5bn
  • Q2 2018: $3.9bn
  • Q3 2018: $4.8bn
  • Q4 2018: $4.6bn
  • Q1 2019: $5.0bn
  • Q2 2019: $5.1bn
  • Q3 2019: $8.5bn
  • Q4 2019: $7.1bn
  • Q1 2020: $3.8bn
  • Q2 2020: $3.9bn
  • Q3 2020: $3.1bn
  • Q4 2020: $1.4bn
  • Q1 2021: $1.8bn
  • Q2 2021: $1.9bn
  • Q3 2021: $1.8bn
  • Q4 2021: $1.7bn
  • Q1 2022: $1.9bn
  • Q2 2022: $1.9bn
  • Q3 2022: $1.5bn
  • Q4 2022: $1.5bn
  • Q1 2023: $1.6bn
  • Q2 2023: $1.2bn
  • Q3 2023: $1.2bn
  • Q4 2023: $1.4bn
  • Q1 2024: $1.4bn
  • Q2 2024: $1.5bn
  • Q3 2024: $1.4bn
  • Q4 2024: $1.5bn
  • Q1 2025: $1.6bn
  • Q2 2025: $2.0bn
  • Q3 2025: $2.7bn
  • Q4 2025: $2.9bn
  • Q1 2026: $2.9bn
  • Q2 2026: $3.1bn
Share of the book in the ten largest positions
0%20%39%Q2 2014: 8%Q3 2014: 8%Q4 2014: 9%Q1 2015: 10%15Q2 2015: 11%Q3 2015: 10%Q4 2015: 13%Q1 2016: 12%16Q2 2016: 12%Q3 2016: 13%Q4 2016: 16%Q1 2017: 14%17Q2 2017: 19%Q3 2017: 18%Q4 2017: 15%Q1 2018: 13%18Q2 2018: 10%Q3 2018: 10%Q4 2018: 9%Q1 2019: 10%19Q2 2019: 10%Q3 2019: 8%Q4 2019: 5%Q1 2020: 5%20Q2 2020: 6%Q3 2020: 8%Q4 2020: 17%Q1 2021: 21%21Q2 2021: 18%Q3 2021: 12%Q4 2021: 14%Q1 2022: 16%22Q2 2022: 15%Q3 2022: 16%Q4 2022: 20%Q1 2023: 17%23Q2 2023: 34%Q3 2023: 39%Q4 2023: 38%Q1 2024: 30%24Q2 2024: 22%Q3 2024: 23%Q4 2024: 21%Q1 2025: 22%25Q2 2025: 20%Q3 2025: 20%Q4 2025: 16%Q1 2026: 15%26Q2 2026: 17%
  • Q2 2014: 8%
  • Q3 2014: 8%
  • Q4 2014: 9%
  • Q1 2015: 10%
  • Q2 2015: 11%
  • Q3 2015: 10%
  • Q4 2015: 13%
  • Q1 2016: 12%
  • Q2 2016: 12%
  • Q3 2016: 13%
  • Q4 2016: 16%
  • Q1 2017: 14%
  • Q2 2017: 19%
  • Q3 2017: 18%
  • Q4 2017: 15%
  • Q1 2018: 13%
  • Q2 2018: 10%
  • Q3 2018: 10%
  • Q4 2018: 9%
  • Q1 2019: 10%
  • Q2 2019: 10%
  • Q3 2019: 8%
  • Q4 2019: 5%
  • Q1 2020: 5%
  • Q2 2020: 6%
  • Q3 2020: 8%
  • Q4 2020: 17%
  • Q1 2021: 21%
  • Q2 2021: 18%
  • Q3 2021: 12%
  • Q4 2021: 14%
  • Q1 2022: 16%
  • Q2 2022: 15%
  • Q3 2022: 16%
  • Q4 2022: 20%
  • Q1 2023: 17%
  • Q2 2023: 34%
  • Q3 2023: 39%
  • Q4 2023: 38%
  • Q1 2024: 30%
  • Q2 2024: 22%
  • Q3 2024: 23%
  • Q4 2024: 21%
  • Q1 2025: 22%
  • Q2 2025: 20%
  • Q3 2025: 20%
  • Q4 2025: 16%
  • Q1 2026: 15%
  • Q2 2026: 17%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Berkshire Hathaway Inc DelClass AQ2 2020$173mQ1 2025$163m
iShares IBOXX INV CP ETF(LQD)Q4 2020$77mQ2 2026$77m
Vanguard Scottsdale FDS(VCIT)Int-term CorpQ2 2026$50mQ2 2026$50m
Invesco Exchange Traded FD TR II SR LN ETF(BKLN)Q1 2025$44mQ2 2026$44m
Solstice Advanced Matls Inc(SOLS)Q4 2025$43mQ2 2026$43m
Kla-tencor Corp(KLAC)Q2 2022$41mQ2 2026$41m
Masco Corp(MAS)Q4 2014$78mQ4 2015$31m
Cme Group Inc(CME)Q2 2014$40mQ3 2015$29m
CSX Corp(CSX)Q2 2014$51mQ3 2019$29m
Incyte Corp(INCY)Q3 2017$29mQ2 2026$29m
Entegris Inc(ENTG)Q3 2025$29mQ2 2026$29m
Crowdstrike HLDGS Inc(CRWD)Class AQ3 2020$29mQ2 2026$29m
International Business Machs(IBM)Q2 2014$195mQ4 2015Soldlast listed Q3 2025
L-3 Communications HLDGS IncQ2 2014$170mQ2 2014Below the listed rangelast listed Q4 2016
Corning Inc(GLW)Q2 2014$168mQ4 2015Soldlast listed Q3 2025
Archer Daniels Midland Co(ADM)Q2 2014$162mQ4 2015Soldlast listed Q1 2023
Best Buy Inc(BBY)Q2 2014$154mQ3 2015Below the listed rangelast listed Q4 2025
Travelers Companies Inc(TRV)Q2 2014$148mQ3 2015Soldlast listed Q1 2026
eBay Inc(EBAY)Q2 2015$147mQ4 2015Soldlast listed Q1 2026
Edwards Lifesciences Corp(EW)Q4 2014$141mQ1 2015Below the listed rangelast listed Q3 2025

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q2Q3Q4

Q1 2024: $1.4bn across 582 positions

Against Q4 2023: 190 new, 276 added to, 111 trimmed, 337 sold out, across all 582 positions.

Turnover about 55% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Disney Walt Co (DIS)+$33m
  • Lennar Corp (LEN)+$32m
  • Wal-mart Stores Inc (WMT)+$27m
  • Old Dominion FGHT Lines Inc (ODFL)+$26m
  • Select Sector SPDR Technology (XLK)+$21m
  • Chipotle Mexican Grill Inc (CMG)+$19m
  • Select Sector SPDR Shares Of Beneficial Interest Int-inds (XLI)+$12m
  • Dollar Gen Corp New (DG)+$11m

Largest reductions

  • Select Sector SPDR Communication (XLC)-$85m
  • Sempra Energy (SRE)-$26m
  • Expedia Inc Del (EXPE)-$26m
  • Netapp Inc (NTAP)-$14m
  • Centene Corp Del (CNC)-$14m
  • Select Sector SPDR RL EST SEL SEC (XLRE)-$11m
  • Academy Sports & Outdoors In (ASO)-$3.8m
  • Ross Stores Inc (ROST)-$3.4m

Opened

  • Select Sector SPDR Shares Of Beneficial Interest Int-utils (XLU)$26m
  • State STR Corp (STT)$26m
  • Cooper Cos Inc (COO)$22m
  • Juniper Networks Inc$15m
  • Equitable HLDGS Inc (EQH)$15m

Sold out

  • Select Sector SPDR Trust (XLV)was $81m
  • Select Sector SPDR Trust (XLF)was $63m
  • Copart Inc (CPRT)was $28m
  • Jabil Circuit Inc (JBL)was $20m
  • Constellation Energy Corp (CEG)was $19m
  • T Mobile US Inc (TMUS)was $18m
  • Select Sector SPDR Trust (XLP)was $14m
  • General MTRS Co (GM)was $13m

Largest positions, Q1 2024

The largest 25 of 582 reported positions; the largest 500 carry 98.5% of the reported value.

PositionValueWeightOn the quarter
Berkshire Hathaway Inc Del$138m9.7%Held
Select Sector SPDR Technology (XLK)$56m3.9%Added
Disney Walt Co (DIS)$35m2.5%Added
Wal-mart Stores Inc (WMT)$33m2.3%Added
Lennar Corp (LEN)$32m2.3%Added
Union Pac Corp (UNP)$28m2.0%Trimmed
Old Dominion FGHT Lines Inc (ODFL)$27m1.9%Added
Select Sector SPDR Shares Of Beneficial Interest Int-utils (XLU)$26m1.9%New
State STR Corp (STT)$26m1.8%New
Select Sector SPDR Shares Of Beneficial Interest Int-inds (XLI)$24m1.7%Added
Celsius HLDGS Inc (CELH)$23m1.7%Added
Chipotle Mexican Grill Inc (CMG)$23m1.6%Added
Cooper Cos Inc (COO)$22m1.6%New
Select Sector SPDR RL EST SEL SEC (XLRE)$20m1.4%Trimmed
Juniper Networks Inc$15m1.1%New
Equitable HLDGS Inc (EQH)$15m1.1%New
Dollar Gen Corp New (DG)$15m1.0%Added
Centene Corp Del (CNC)$14m1.0%Trimmed
Gap Inc Del (GAP)$14m1.0%Added
Cme Group Inc (CME)$13m0.9%Trimmed
United States STL Corp New$13m0.9%Added
Crane Company (CR)$9.8m0.7%Added
Old Rep Intl Corp (ORI)$9.8m0.7%Added
Netapp Inc (NTAP)$9.3m0.7%Trimmed
PBF Energy Inc (PBF)$8.6m0.6%Added

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
AQR Capital Management LLCat least 19%157Compare
T. Rowe Price Associates Incat least 18%136Compare
Wellington Management Group LLPat least 16%136Compare
Invesco Ltdat least 16%146Compare
MFS Investment Managementat least 16%130Compare
Holocene Advisors LPat least 16%133Compare
Neuberger Berman Group LLCat least 16%130Compare
Woodline Partners LPat least 15%134Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Winton Group Ltd$3.1bn13F-HR
Q1 2026Winton Group Ltd$2.9bn13F-HR
Q4 2025Winton Group Ltd$2.9bn13F-HR
Q3 2025Winton Group Ltd$2.7bn13F-HR
Q2 2025Winton Group Ltd$2.0bn13F-HR
Q1 2025Winton Group Ltd$1.6bn13F-HR
Q4 2024Winton Group Ltd$1.5bn13F-HR
Q3 2024Winton Group Ltd$1.4bn13F-HR
Q2 2024Winton Group Ltd$1.5bn13F-HR
Q1 2024Winton Group Ltd$1.4bn13F-HR
Q4 2023Winton Group Ltd$1.4bn13F-HR
Q3 2023Winton Group Ltd$1.2bn13F-HR
Q2 2023Winton Group Ltd$1.2bn13F-HR
Q1 2023Winton Group Ltd$1.6bn13F-HR
Q4 2022Winton Group Ltd$1.5bn13F-HR
Q3 2022Winton Group Ltd$1.5bn13F-HR
Q2 2022Winton Group Ltd$1.9bn13F-HR
Q1 2022Winton Group Ltd$1.9bn13F-HR
Q4 2021Winton Group Ltd$1.7bn13F-HR
Q3 2021Winton Group Ltd$1.8bn13F-HR
Q2 2021Winton Group Ltd$1.9bn13F-HR
Q1 2021Winton Group Ltd$1.8bn13F-HR
Q4 2020Winton Group Ltd$1.4bn13F-HR
Q3 2020Winton Group Ltd$3.1bn13F-HR
Q2 2020Winton Group Ltd$3.9bn13F-HR
Q1 2020Winton Group Ltd$3.8bn13F-HR
Q4 2019Winton Group Ltd$7.1bn13F-HR
Q3 2019Winton Group Ltd$8.5bn13F-HR
Q2 2019Winton Group Ltd$5.1bn13F-HR
Q1 2019Winton Group Ltd$5.0bn13F-HR
Q4 2018Winton Group Ltd$4.6bn13F-HR
Q3 2018Winton Group Ltd$4.8bn13F-HR
Q2 2018Winton Group Ltd$3.9bn13F-HR
Q1 2018Winton Group Ltd$3.5bn13F-HR
Q4 2017Winton Group Ltd$3.5bn13F-HR
Q3 2017Winton Group Ltd$3.1bn13F-HR
Q2 2017Winton Group Ltd$3.4bn13F-HR
Q1 2017Winton Group Ltd$3.7bn13F-HR
Q4 2016Winton Group Ltd$3.0bn13F-HR
Q3 2016Winton Group Ltd$5.8bn13F-HR
Q2 2016Winton Group Ltd$6.1bn13F-HR
Q1 2016Winton Group Ltd$9.2bn13F-HR
Q4 2015Winton Group Ltd$11.3bn13F-HR
Q3 2015Winton Group Ltd$12.6bn13F-HR
Q2 2015Winton Group Ltd$10.9bn13F-HR
Q1 2015Winton Group Ltd$12.6bn13F-HR
Q4 2014Winton Group Ltd$8.1bn13F-HR
Q3 2014Winton Group Ltd$14.0bn13F-HR
Q2 2014Winton Group Ltd$14.7bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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