Updated May 16, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Goldman Sachs Q1 2026: +20% MSFT, +23% META, -16% TSLA
Goldman Sachs Group grew its 13F portfolio 6.4% to $735B in Q1 2026, adding aggressively to Microsoft (+20%) and Meta (+23%) while trimming Tesla by 16%. Nvidia remained the top holding at $38.47B.
Marcus ChenStarbucks Cuts 300 Jobs as Capital Group Holds $18B
Starbucks is cutting 300 corporate jobs under CEO Brian Niccol's turnaround plan. Despite the restructuring pain, Capital Group entities hold $18.43B in SBUX — ranking as the top two active institutional owners. Here's what the holder table reveals about conviction through the reset.
Alex RiveraNvidia Earnings Approach: 6,105 Holders, Goldman at $38B
As Nvidia approaches its Q1 FY2027 earnings report, analysts are resetting price targets. 13F Insight data shows 6,105 institutional holders with Goldman Sachs at $38.47B and Capital Research at $33.66B among the active-manager conviction plays.
Alex RiveraBerkshire Tripled Alphabet, Entered Delta in Q1 2026
Warren Buffett's Berkshire Hathaway disclosed a tripled stake in Alphabet and a fresh position in Delta Air Lines in its Q1 2026 13F. Here's what 13F Insight's institutional ownership data reveals about the broader conviction picture around GOOG and DAL.
Alex RiveraAlt Asset Manager 13Fs: Blackstone, KKR, Apollo, Brookfield
Blackstone, KKR & Co, Apollo Global Management, Brookfield Asset Management, plus Carlyle Group and Ares Management anchor US-traded alternative asset manager 13F positioning. Multi-year emerging private credit growth, fee-related earnings transition, plus emerging emerging retail alternative access drive distinctive institutional patterns.
Sarah MitchellMid-Cap Pharma 13Fs: Jazz, Vertex, Royalty Pharma, Halozyme
Jazz Pharmaceuticals, Royalty Pharma, Halozyme Therapeutics, Catalyst Pharmaceuticals, plus Organon and Viatris anchor US-traded mid-cap pharma 13F positioning. Multi-year emerging royalty financing dynamics, ENHANZE drug delivery, plus emerging emerging biosimilar plus generic dynamics drive distinctive institutional patterns.
Sarah MitchellGene Therapy 13Fs: Vertex-CRISPR, BioMarin, Sarepta, Beam, Editas
Vertex-CRISPR Therapeutics Casgevy, BioMarin Roctavian, Sarepta Elevidys, plus Beam Therapeutics, Editas Medicine, Intellia Therapeutics, and Verve Therapeutics anchor US-traded gene therapy 13F positioning. Multi-year emerging AAV gene therapy adoption, CRISPR gene editing, plus emerging emerging in-vivo gene editing drive distinctive institutional patterns.
Sarah MitchellSpecialty Biotech 13Fs: Sarepta, BioMarin, Alnylam, Ionis Inside
Sarepta Therapeutics, BioMarin Pharmaceutical, Alnylam Pharmaceuticals, Ionis Pharmaceuticals, plus Vertex Pharmaceuticals and Insmed anchor US specialty biotech 13F positioning. Multi-year emerging rare disease economics, gene therapy adoption, plus emerging emerging RNAi plus antisense oligonucleotide platforms drive distinctive institutional patterns.
Sarah MitchellHealthcare IT 13Fs: Veeva, Oracle Health, Epic, Doximity Inside
Veeva Systems, Oracle Health (Cerner post-acquisition), plus Epic (private), Doximity, Evolent Health, and Definitive Healthcare anchor US healthcare IT 13F positioning. Multi-year emerging life sciences SaaS, hospital EHR transition, plus emerging emerging AI-driven clinical documentation drive distinctive institutional patterns.
Sarah MitchellPharma Distribution 13Fs: McKesson, Cencora, Cardinal Health
McKesson, Cencora (formerly AmerisourceBergen), Cardinal Health, plus Henry Schein and Owens & Minor anchor US pharmaceutical distribution 13F positioning. Multi-year emerging specialty pharma growth, GLP-1 distribution dynamics, plus emerging emerging opioid settlement payments drive distinctive institutional patterns.
Sarah MitchellVaccine 13Fs: Moderna, BioNTech, Pfizer, Merck Vaccines Inside
Moderna, BioNTech, Pfizer (Comirnaty plus Prevnar), Merck Vaccines (within MRK, Gardasil plus Pneumovax), GSK (UK-domiciled US ADR), plus Sanofi anchor US-traded vaccine 13F positioning. Multi-year emerging COVID vaccine revenue normalization, RSV plus emerging combination flu-COVID vaccines, plus emerging emerging RFK Jr CDC ACIP regulatory dynamics drive distinctive institutional patterns.
Sarah MitchellContract Research 13Fs: IQVIA, ICON, Charles River, Medpace
IQVIA Holdings, ICON, Charles River Laboratories, Medpace Holdings, plus Fortrea (LabCorp spinoff) and Syneos Health (taken private 2023) anchor US-traded contract research organization (CRO) 13F positioning. Multi-year emerging biotech funding dynamics, oncology clinical trials, plus emerging emerging AI-driven trial design drive distinctive institutional patterns.
Sarah MitchellMortgage REIT 13Fs: Annaly, AGNC, Starwood, Blackstone Mortgage
Annaly Capital Management, AGNC Investment, Starwood Property Trust, Blackstone Mortgage Trust, plus Rithm Capital and KKR Real Estate Finance Trust anchor US-traded mortgage REIT 13F positioning. Multi-year emerging agency vs commercial mortgage REIT dynamics, MBS spreads, plus emerging emerging commercial real estate dynamics drive distinctive institutional patterns.
Sarah MitchellDiscount Broker 13Fs: Schwab, Interactive Brokers, Robinhood
Charles Schwab, Interactive Brokers, Robinhood, plus LPL Financial and Raymond James anchor US-traded discount broker plus emerging emerging RIA platform 13F positioning. Multi-year emerging zero-commission economics, payment for order flow, plus emerging emerging Schwab-TD Ameritrade integration drive distinctive institutional patterns.
Sarah MitchellTrust Bank 13Fs: BNY, State Street, Northern Trust Inside Eyes
Bank of New York Mellon, State Street, Northern Trust, plus JPMorgan Chase Securities Services and Citigroup Custody anchor US-traded trust bank 13F positioning. Multi-year custody fee compression, securities lending dynamics, plus emerging emerging interest rate sensitivity drive distinctive institutional patterns.
Sarah MitchellFinancial Data 13Fs: MSCI, S&P Global, Moody's, FactSet
MSCI, S&P Global, Moody's, FactSet Research Systems, plus Morningstar and Tradeweb anchor US financial data provider 13F positioning. Multi-year emerging index licensing, ESG plus emerging emerging private credit ratings, plus emerging emerging AI-driven analytics drive distinctive institutional patterns.
Sarah MitchellManaged Care 13Fs: UnitedHealth, Elevance, Humana, CVS, Cigna
UnitedHealth Group, Elevance Health, Humana, CVS Health (Aetna), plus Cigna and Centene anchor US-traded managed care 13F positioning. Multi-year emerging Medicare Advantage pressure, medical loss ratio dynamics, plus emerging emerging Optum-CVS pharmacy benefit manager scrutiny drive distinctive institutional patterns.
Sarah MitchellDiagnostics 13Fs: Quest, LabCorp, Thermo Fisher, Bio-Rad
Quest Diagnostics, Laboratory Corporation of America (LabCorp), Thermo Fisher Scientific, Bio-Rad Laboratories, plus Danaher and Roche Diagnostics anchor US-traded diagnostics 13F positioning. Multi-year emerging molecular diagnostics growth, oncology testing dynamics, plus emerging emerging liquid biopsy drive distinctive institutional patterns.
Sarah MitchellGLP-1 Weight Loss Pharma 13Fs: Eli Lilly, Novo Nordisk Inside
Eli Lilly, Novo Nordisk, plus emerging Amgen MariTide, Pfizer danuglipron, Roche petrelintide, and Hims plus Telehealth compounders anchor US-traded GLP-1 weight loss pharma 13F positioning. Multi-year emerging Mounjaro-Zepbound vs Wegovy-Ozempic, supply-demand dynamics, plus emerging emerging Medicare coverage drive distinctive institutional patterns.
Sarah MitchellLarge Biotech 13Fs: Amgen, Gilead, Vertex, Regeneron, Biogen
Amgen, Gilead Sciences, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, plus Biogen and Moderna anchor US-traded large biotech 13F positioning. Multi-year emerging cystic fibrosis monopoly, HIV plus emerging emerging oncology pipelines, plus emerging emerging post-COVID Moderna trajectory drive distinctive institutional patterns.
Sarah Mitchell