13F Insight
DOSSIER · 13F-HR · Q3 2026

Douglas Lane & Associates, LLC

$7.5B in tracked AUM across 246 positions as of Q3 2026.

DL
CIK 0001672594 · last filed Sep 30, 2026
Total AUM
$7.5B
as of Q3 2026
Holdings
246
−4 QoQ
positions
Whale Score
60
60
tracked
Activity
238
+7 new, −11 sold
changes this Q
AI Analysis · Q3 2026

Douglas Lane & Associates, LLC filed its latest 13F-HR for Q3 2026. 238 position changes this quarter — 7 new, 11 exited, 49 added, 171 trimmed.

Quarter at a glance — Q3 2026

238 material changes this filing.

TRIM
MRNAMODERNA INC
-183K sh
+$129M
3.0%
NEW
XOMEXXON MOBILE CORP
+425K sh
+$69M
0.9%
EXIT
XOMEXXON MOBIL CORP
-449K sh
$-61M
—
TRIM
MSFTMICROSOFT CORP
-7K sh
+$44M
2.3%
TRIM
GEGE AEROSPACE NEW
-62K sh
$-41M
1.2%
TRIM
TMOTHERMO FISHER SCIENTIFIC INC
-5K sh
+$35M
2.0%
TRIM
ILMNILLUMINA INC
-14K sh
+$28M
1.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$327M1.4M4.4%02
GOOG
ALPHABET INC CAP STK CL C
$251M738K3.4%03
MRNA
MODERNA INC
$224M1.2M3.0%04
JPM
JPMORGAN CHASE & CO
$183M553K2.5%05
MSFT
MICROSOFT CORP
$172M335K2.3%06
JNJ
JOHNSON & JOHNSON
$170M644K2.3%07
QCOM
QUALCOMM INC
$153M831K2.0%08
TMO
THERMO FISHER SCIENTIFIC INC
$146M217K2.0%09
AMZN
AMAZON.COM INC
$132M531K1.8%10
MS
MORGAN STANLEY NEW
$127M677K1.7%

Filing history

2026Q3Sep 30
$7.5B▲ 1.2%
246 positionsView →2026Q2Jun 30
$7.4B▲ 6.3%
250 positionsView →2026Q1Mar 31
$6.9B▼ 4.8%
241 positionsView →2025Q4Dec 31
$7.3B▲ 2.2%
239 positionsView →2025Q3Sep 30
$7.1B▲ 3.3%
239 positionsLocked2025Q2Jun 30
$6.9B▲ 1.7%
238 positionsLocked2025Q1Mar 31
$6.8B▼ 4.3%
236 positionsLocked2024Q4Dec 31
$7.1B▼ 2.5%
234 positionsLocked2024Q3Sep 30
$7.3B▲ 3.3%
238 positionsLocked2024Q2Jun 30
$7.0B▲ 1.4%
234 positionsLocked2024Q1Mar 31
$6.9B▲ 7.0%
242 positionsLocked2023Q4Dec 31
$6.5B▲ 8.9%
248 positionsLocked
Showing 12 of 39