Sarah Mitchell
Education Editor
Investment Education Editor at 13F Insight. Breaks down complex institutional data into actionable insights for individual investors.
A note from Sarah
Hi, I'm Sarah. I spent four years at Vanguard's Investor Education team, where my whole job was making 401(k) statements feel less like tax forms and more like something a person could actually understand.
I'm here at 13F Insight to do the same thing for institutional data. If you've ever read a headline like "Berkshire Bought Apple" and thought "okay but what does that actually mean for me," that's the gap I want to close.
I'll never assume you know what a CUSIP is. I'll always tell you why a number matters before I give you the number. And if a guide of mine ever leaves you more confused than you started, that's on me — let me know and I'll rewrite it.
Articles by Sarah Mitchell (326)
- Research
BNY Mellon Files 33,186 Positions in Its Q4 13F — More Than Any Other Filer in Our Database. Here's What the Oldest U.S. Bank Reveals About the Market.
Bank of New York Mellon's $568B Q4 2025 13F has more positions than any other institutional filer we track — 33,186. Founded by Alexander Hamilton in 1784, the custody bank's portfolio is less an investment thesis and more a census of American equity ownership.
- News
The Man Who Invented Your Cell Phone Signal Sold $712 Million in Qualcomm Stock Over 9 Years. Then He Gave Away Billions More.
Irwin Jacobs co-founded Qualcomm, pioneered CDMA technology that powers every 3G/4G/5G phone on Earth, and filed 5,491 insider transactions — nearly all sells and gifts. His methodical exit from the company he built is a masterclass in founder wealth management.
- Research
UBS Group’s $616.68B Q4 2025 13F Looks Rebuilt: Every Top Holding Shows Up as New
UBS Group AG’s Q4 2025 13F reported $616.68B, but the bigger signal is structural: the top of the U.S. portfolio reads like a rebuilt book, suggesting Credit Suisse integration and account migration effects still matter.
- Research
Capital World Investors' $735.30B 13F Put Broadcom Ahead of NVIDIA
Capital World Investors ended Q4 2025 with $735.30B across 574 positions, led by Broadcom instead of NVIDIA — a revealing look at how one of the world's largest active stock pickers is positioning for a broader market.
- Research
Morgan Stanley's $1.68 Trillion Portfolio Has 8,095 Stocks. Here's Where the Real Bets Are.
Morgan Stanley's Q4 2025 13F reveals an ultra-diversified $1.68T portfolio across 8,095 positions — but the top-5 concentration is just 15.3%. We break down where the wealth management giant is actually placing conviction bets.
- News
Six Members of One Family Have Filed 14,000 Insider Transactions at a Forklift Company. They're Net Buyers.
The Rankin family controls 44% of Hyster-Yale and has filed more insider transactions than most Fortune 500 CEO teams combined — across three public companies they built from a coal business.
- News
Ralph Lauren Has Never Bought a Share of His Own Company. He's Sold $1.7 Billion.
The founder of the $14B fashion empire has filed 1,507 Form 4 transactions since 2004 — all sells, gifts, and tax withholdings. Zero purchases. His latest move: a $71.5M sale near the all-time high, followed by a $400M gift.
- Research
CEO Buys vs Option Exercises: How to Read Form 4 Correctly
How to separate true insider conviction from mechanical option-related flows in Form 4 filings.
- Research
Sanders Capital Exits $1.6B in China and Oil, Opens $2.3B Salesforce Bet: The Q4 2025 Value Pivot
Sanders Capital's $86.8B portfolio exits Alibaba, Halliburton, and Schlumberger while opening a $2.3B Salesforce position and doubling its Lockheed Martin stake — a decisive Q4 2025 value pivot.
- Research
Bridgewater Doubles Its Portfolio to $27.4B After a Record 33% Year - Q4 2025 13F Breakdown
Bridgewater Associates doubled its 13F portfolio to $27.4B in Q4 2025, expanding to 1,040 holdings after Ray Dalio's exit and a record 33% return in its Pure Alpha fund.
- Research
Bridgewater Doubles Its Portfolio to $27.4B After a Record 33% Year — Q4 2025 13F Breakdown
Bridgewater Associates doubled its 13F equity portfolio to $27.4B in Q4 2025, adding 549 new holdings. After Ray Dalio's formal exit and a record 33% Pure Alpha return, we break down the fund's systematic, diversified approach.
- Research
Armitage Sold Every Share of META and Built a $1.36B Amazon Position in Its Place: Inside Egerton’s Q4 2025 Portfolio Reconstruction
John Armitage exited 9 positions including META ($397M) and Progressive, then opened 10 new ones led by a $1.36B Amazon bet at 14.8% of portfolio. More than half of Egerton’s $9.2B portfolio is entirely new.
- Research
BlackRock Added 81 Net Holdings in Q4 2025 While Keeping a Mega-Cap Core
BlackRock, Inc. reported $5916.35B in Q4 2025 13F assets with top-10 concentration at 30.44%. We break down what changed and what retail investors can act on.
- Research
Canadian Oil at #1 in a PepsiCo-and-P&G Portfolio: Inside Yacktman's $7.1B Consumer Brand Fortress
Yacktman's Q4 2025 13F reveals Canadian Natural Resources at #1 (8.9%) in a portfolio famous for PepsiCo, P&G, and Coca-Cola. Inside the $7.1B consumer-value strategy with +146% unrealized gains on oil.
- Research
Zero Tech in the Top 5: How Dodge & Cox Built a $185B Portfolio That Ignores Silicon Valley
While most institutional giants chase the Magnificent Seven, this 95-year-old value fund puts financials, defense, and healthcare in its top 5 holdings — and its $185B AUM keeps growing.
- Research
Carlyle’s 13F Reveals a $9B Medline Stake and a $4.4B StandardAero Hold: Inside the PE Giant’s 99%-Concentrated Two-Stock Portfolio
Carlyle Group’s Q4 2025 13F shows 99% of its $13.6B portfolio in just two recent IPOs — Medline (healthcare, $9B) and StandardAero (aerospace, $4.4B) — the clearest snapshot of PE-to-public transition in any 13F filing.
- Learn
13F Filing Season Guide: What to Watch and When
13F filing season happens four times a year, 45 days after each quarter ends. Learn the exact deadlines, what to watch for, and how to use 13F Insight to track institutional portfolio changes as they're filed.
- Learn
How to Read Whale Scores: Measuring Institutional Investor Quality
Whale Scores rank institutional investors on a 0-100 scale using three factors: AUM size, portfolio concentration, and filing activity. Learn how to interpret them and find high-conviction money managers.
- Research
SoftBank Sold $6B in NVIDIA to Fund OpenAI and Bet $3.2B on Intel: Inside Masa Son’s $15.5B Q4 2025 AI Infrastructure Pivot
Masayoshi Son exited a $6B NVIDIA position (51% of portfolio) and deployed $10B+ into Intel ($3.2B direct investment), a Bitcoin treasury company ($781M), and Taiwan Semiconductor ($603M) — all to fund a $40B OpenAI commitment. SoftBank’s Q4 2025 13F reveals the most radical portfolio rotation of the filing season.
- Research
ValueAct Deployed $3.9B in One Quarter and Doubled to 16 Holdings: Inside Morfit's $7B Activist Reload With $783M Amazon and a Live Entertainment Empire
ValueAct's 13F portfolio surged from $3.1B to $7.0B in Q4 2025 — a 125% increase in a single quarter. Mason Morfit doubled the firm's positions from 8 to 16, deploying $3.4B into new stakes including Amazon ($783M), BlackRock ($744M), Roblox ($484M), Disney ($350M), and a $564M Live Nation complex across three tickers.