Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (311)
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NOW Institutional Ownership Map: $136.0B Across Tracked 13F Holders
NOW had $136.0B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
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UBER Institutional Ownership Map: $144.8B Across Tracked 13F Holders
UBER had $144.8B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
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ORCL Institutional Ownership Map: $264.2B Across Tracked 13F Holders
ORCL had $264.2B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
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IBM Institutional Ownership Map: $180.4B Across Tracked 13F Holders
IBM had $180.4B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
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TSLA Institutional Ownership Map: Active Holders Around a Mega-Cap Volatility Stock
Tesla’s latest holder map shows 4,459 institutions and 17 active top-20 holders around one of the market’s most volatile mega-caps.
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AMD Institutional Ownership Map: 3,245 Holders in the AI Chip Trade
AMD’s holder base combines index scale, active managers and trading-firm exposure across the AI semiconductor theme.
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AAL Institutional Ownership Map: Active Capital Behind the Airline Reset
American Airlines has 603 tracked institutional holders, but the key signal is 18 active holders in the top 20.
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LMT Institutional Ownership Map: 2,915 Holders Behind the Defense Prime
Lockheed Martin’s latest holder map shows 2,915 institutions and 16 active top-20 holders behind a long-cycle defense stock.
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INTC Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
INTC has 2,592 tracked institutional holders. This research separates passive scale from active sponsorship.
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GOOGL Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
GOOGL has 5,829 tracked institutional holders. This research separates passive scale from active sponsorship.
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KEYBANK NATIONAL ASSOCIATION/OH 2026Q1 13F: IVV Leads a Bank Wealth Portfolio With Mega-Cap Anchors
KEYBANK NATIONAL ASSOCIATION/OH reported 27.38B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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Retirement Systems of Alabama 2026Q1 13F: Nvidia and Apple Lead a Public Pension Equity Sleeve
Retirement Systems of Alabama reported 29.98B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2026Q1 13F: IVV and Bonds Frame a Wealth-Platform Portfolio Reset
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 49.10B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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Wasatch 2026Q1 13F: HealthEquity Led a Small and Mid-Cap Growth Book
Wasatch Advisors' 2026Q1 13F showed a $15.06B reported book led by HealthEquity, Ensign, Medpace and a set of small and mid-cap growth names.
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Pzena 2026Q1 13F: A Value Book Led by Magna, Cognizant and Tyson
Pzena Investment Management's 2026Q1 13F looked nothing like a mega-cap AI basket, with Magna, Cognizant, Tyson, Baxter and Bristol Myers among the top holdings.
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Ninety One UK 2026Q1 13F: Alphabet and Visa Framed a Quality-Growth Book
Ninety One UK's 2026Q1 filing put Alphabet, Microsoft, Nvidia, Visa and Johnson & Johnson at the top of a $43.13B reported portfolio.
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Assenagon 2026Q1 13F: Microsoft, Amazon and Apple Drove a Concentrated $66B Book
Assenagon's 2026Q1 13F showed a $65.87B reported portfolio with Microsoft, Amazon, Apple and Nvidia together carrying a large top-four weight.
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Pictet Asset Management 2026Q1 13F: Nvidia Led a $95B Global Growth Book
Pictet Asset Management's 2026Q1 13F kept Nvidia, Microsoft, Alphabet, Broadcom and Apple at the top of a $94.79B reported book.
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Robeco 2026Q1 13F: Nvidia Led a $70B AI Platform Basket
Robeco filed a fresh 2026Q1 13F with $70.16B of reported value, led by Nvidia, Apple, Microsoft, Alphabet, and Amazon.
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Squarepoint’s Q4 13F Put IVV and SPY Beside Nvidia, Meta and AMD
A data-first review of Squarepoint Ops LLC's 2025Q4 13F, with emphasis on concentration and top-holder context.