Trackers · Form 13F
What institutions bought in Q2 2026
Companies with the largest change in the number of institutional holders, quarter ended 30 Jun 2026 against the quarter before. Managers with more than $100 million in US equities file Form 13F within 45 days of each quarter end.
Most added
| Company | Holders | Quarter before | Change | New | Exited |
|---|---|---|---|---|---|
| Intel INTC | 3,554 | 2,589 | +965 (+37%) | 1127 | 162 |
| Carnival Corporation CCL | 989 | 29 | +960 (+3310%) | 964 | 4 |
| Micron Technology Inc MU | 3,889 | 3,012 | +877 (+29%) | 1038 | 161 |
| Advanced Micro Devices Inc AMD | 3,980 | 3,193 | +787 (+25%) | 985 | 198 |
| Marvell Technology, Inc. MRVL | 2,208 | 1,542 | +666 (+43%) | 798 | 132 |
| Sandisk Corp SNDK | 1,818 | 1,180 | +638 (+54%) | 743 | 105 |
| Applied Materials Inc /de AMAT | 3,494 | 2,945 | +549 (+19%) | 709 | 160 |
| Seagate Technology Holdings plc STX | 1,951 | 1,461 | +490 (+34%) | 578 | 88 |
| Dell Technologies Inc. DELL | 2,129 | 1,643 | +486 (+30%) | 619 | 133 |
| LAM Research Corp LRCX | 3,101 | 2,615 | +486 (+19%) | 621 | 135 |
| Palo Alto Networks Inc PANW | 2,903 | 2,474 | +429 (+17%) | 599 | 170 |
| Western Digital Corp WDC | 1,846 | 1,419 | +427 (+30%) | 535 | 108 |
| Corning Inc /ny GLW | 2,671 | 2,259 | +412 (+18%) | 574 | 162 |
| KLA Corp KLAC | 2,482 | 2,077 | +405 (+19%) | 524 | 119 |
| Versigent PLC VGNT | 436 | 34 | +402 (+1182%) | 410 | 8 |
| Texas Instruments Incorporated TXN | 2,850 | 2,456 | +394 (+16%) | 521 | 127 |
| CrowdStrike Holdings, Inc. CRWD | 2,452 | 2,087 | +365 (+17%) | 525 | 160 |
| Nebius Group N.V. NBIS | 1,060 | 729 | +331 (+45%) | 405 | 74 |
| Flex Ltd. FLEX | 1,115 | 787 | +328 (+42%) | 397 | 69 |
| Unitedhealth Group Incorporated UNH | 3,373 | 3,046 | +327 (+11%) | 524 | 197 |
| Cisco Systems, Inc. CSCO | 4,068 | 3,741 | +327 (+9%) | 494 | 167 |
| Hewlett Packard Enterprise Co HPE | 1,440 | 1,119 | +321 (+29%) | 407 | 86 |
| GE Vernova Inc. GEV | 3,440 | 3,137 | +303 (+10%) | 483 | 180 |
| Asml Holding NV ASML | 2,501 | 2,200 | +301 (+14%) | 440 | 139 |
| Bloom Energy Corp BE | 1,278 | 984 | +294 (+30%) | 389 | 95 |
| Qualcomm QCOM | 3,018 | 2,732 | +286 (+10%) | 466 | 180 |
| Caterpillar Inc. CAT | 4,043 | 3,760 | +283 (+8%) | 451 | 168 |
| TSMC TSM | 3,560 | 3,277 | +283 (+9%) | 448 | 165 |
| Astera Labs, Inc. ALAB | 988 | 708 | +280 (+40%) | 373 | 93 |
| Credo Technology Group Holding Ltd CRDO | 980 | 713 | +267 (+37%) | 350 | 83 |
| Fortinet, Inc. FTNT | 1,574 | 1,327 | +247 (+19%) | 363 | 116 |
| Rocket Lab RKLB | 1,125 | 878 | +247 (+28%) | 327 | 80 |
| Eli Lilly LLY | 4,619 | 4,380 | +239 (+5%) | 413 | 174 |
| Lumentum Holdings Inc. LITE | 1,317 | 1,089 | +228 (+21%) | 377 | 149 |
| Morgan Stanley MS | 2,730 | 2,507 | +223 (+9%) | 355 | 132 |
| Datadog, Inc. DDOG | 1,276 | 1,058 | +218 (+21%) | 316 | 98 |
| Arista Networks, Inc. ANET | 2,240 | 2,023 | +217 (+11%) | 372 | 155 |
| Vertiv Holdings Co VRT | 2,049 | 1,836 | +213 (+12%) | 351 | 138 |
| Arm Holdings ARM | 956 | 744 | +212 (+28%) | 311 | 99 |
| STMicroelectronics N.V. STM | 603 | 394 | +209 (+53%) | 262 | 53 |
| General Electric GE | 3,416 | 3,207 | +209 (+7%) | 395 | 186 |
| Devon Energy Corp/de DVN | 1,460 | 1,257 | +203 (+16%) | 353 | 150 |
| Coherent Corp. COHR | 1,307 | 1,105 | +202 (+18%) | 336 | 134 |
| Amphenol Corp /de/ APH | 2,323 | 2,129 | +194 (+9%) | 375 | 181 |
| Maxlinear, Inc MXL | 432 | 238 | +194 (+82%) | 228 | 34 |
| Quanta Services, Inc. PWR | 1,938 | 1,745 | +193 (+11%) | 310 | 117 |
| Teradyne, Inc TER | 1,421 | 1,230 | +191 (+16%) | 336 | 145 |
| CVS Health Corporation CVS | 2,064 | 1,877 | +187 (+10%) | 323 | 136 |
| CoreWeave, Inc. CRWV | 967 | 782 | +185 (+24%) | 285 | 100 |
| Carpenter Technology Corp CRS | 877 | 700 | +177 (+25%) | 235 | 58 |
Most sold
| Company | Holders | Quarter before | Change | New | Exited |
|---|---|---|---|---|---|
| Honeywell HON | 2,159 | 2,813 | -654 (-23%) | 141 | 795 |
| At&t Inc. T | 2,680 | 2,984 | -304 (-10%) | 159 | 463 |
| Intuit Inc. INTU | 1,743 | 2,015 | -272 (-13%) | 189 | 461 |
| Accenture plc ACN | 1,893 | 2,162 | -269 (-12%) | 176 | 445 |
| Netflix Inc NFLX | 3,374 | 3,630 | -256 (-7%) | 200 | 456 |
| Salesforce CRM | 2,476 | 2,689 | -213 (-8%) | 181 | 394 |
| Adobe ADBE | 1,988 | 2,195 | -207 (-9%) | 172 | 379 |
| Boston Scientific Corp BSX | 1,474 | 1,679 | -205 (-12%) | 147 | 352 |
| NIKE, Inc. NKE | 1,728 | 1,921 | -193 (-10%) | 155 | 348 |
| Zoetis Inc. ZTS | 1,427 | 1,617 | -190 (-12%) | 171 | 361 |
| Chevron Corp CVX | 4,119 | 4,296 | -177 (-4%) | 164 | 341 |
| Comcast Corp CCZ | 1,890 | 2,057 | -167 (-8%) | 156 | 323 |
| Lockheed Martin Corp LMT | 2,772 | 2,930 | -158 (-5%) | 153 | 311 |
| Palantir Technologies Inc. PLTR | 2,841 | 2,998 | -157 (-5%) | 217 | 374 |
| PepsiCo, Inc. PEP | 3,401 | 3,557 | -156 (-4%) | 153 | 309 |
| Abbott Laboratories ABT | 2,965 | 3,112 | -147 (-5%) | 192 | 339 |
| iShares Silver Trust SLV | 1,415 | 1,561 | -146 (-9%) | 103 | 249 |
| Spdr Gold Trust GLD | 3,020 | 3,165 | -145 (-5%) | 145 | 290 |
| Verizon Communications Inc VZ | 3,139 | 3,276 | -137 (-4%) | 169 | 306 |
| Mcdonalds Corp MCD | 3,459 | 3,593 | -134 (-4%) | 173 | 307 |
| Leidos Holdings, Inc. LDOS | 769 | 903 | -134 (-15%) | 79 | 213 |
| Pfizer PFE | 2,823 | 2,955 | -132 (-4%) | 155 | 287 |
| Alibaba BABA | 1,219 | 1,348 | -129 (-10%) | 123 | 252 |
| Autodesk, Inc. ADSK | 1,193 | 1,322 | -129 (-10%) | 110 | 239 |
| Fiserv Inc FISV | 1,146 | 1,263 | -117 (-9%) | 105 | 222 |
Source: SEC Form 13F (public domain). Counts of holders, not shares or value.
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