Market Insights

BlackRock's Q4 2025 13F reports $5.92 trillion across a record 50,216 positions. NVDA leads at 6.13%, but the real story is the breadth: 50,000+ line items mapping every corner of U.S. equities.

Vanguard Group's Q4 2025 13F reveals $6.9 trillion across 17,686 positions with NVDA at 6.1%, AAPL at 5.6%, and MSFT at 5.0% — a near-perfect mirror of market-cap weighting that grew 3.3% QoQ.

Assets Under Management (AUM) is the total market value of investments managed by a fund or institution. Here's what it means, how it's calculated in 13F filings, and why it matters for investors tracking institutional portfolios.

SEC Form 4 filings reveal when corporate insiders buy, sell, or exercise options in their own company's stock. Here's how to read them and what the patterns actually mean for investors.

BlackRock Chairman and CEO Laurence Fink sold 20,858 shares of BLK stock over July 24-25, 2025, for approximately $30.2 million at prices near $1,125 per share — his largest sale window since selling $44M in August 2022.

Douglas Lebda, who founded LendingTree and sold $272.8M in career insider transactions, now holds only 7,500 directly-held shares worth roughly $257K as TREE trades near $34 — a fraction of the $70+ levels where his RSUs vested months earlier.

13F amendments restate previous quarter's holdings, not new positions. Learn how amendments work, why they exist, and how 13F Insight handles them so you don't misread the data.

Some 13F filers are heavy on ETFs, others hold only individual stocks. Learn what the ETF-to-stock ratio tells you about a filer's strategy and how to interpret ETF holdings in institutional data.

Consensus holdings show which stocks are owned by the most institutional investors. Learn how to use this tool to identify widely held names and spot emerging institutional favorites.

Robert Pittman, Chairman and CEO of iHeartMedia, has reported $6.3M in career open-market purchases against just $1.4M in sales. His latest buy in March 2026 continues a pattern of conviction buying.

Apple CEO Tim Cook has reported $1.21B in career Form 4 sales. His latest transactions in late 2025 included both Apple stock sales and a Nike board-related filing.

JPMorgan CEO Jamie Dimon has sold $461.7M in career Form 4 transactions but also bought $65.7M — making him one of the few mega-bank CEOs with significant open-market purchases on record.

Alphabet CEO Sundar Pichai has reported $794.9M in career stock sales per Form 4 data. His most recent filing from February 2026 covers January 2026 transactions.

Meta co-founder Mark Zuckerberg has reported $20.5B in career Form 4 sales, all executed through pre-arranged 10b5-1 trading plans. His most recent batch sold in October 2025.

UK's largest asset manager held $450.9B in Q4 2025 with Nvidia at 7.09% and Apple at 6.66%. The top-3 concentration of 19.3% is notably higher than comparable diversified managers.

Wells Fargo's Q4 2025 13F shows $549.1B across 6,616 holdings. Four ETFs (SPY, IVV, QQQ, ITOT) account for $53.8B — a 9.7% allocation to index wrappers that dwarfs the individual stock positions below.

Wellington Management held $570.7B across 1,878 positions in Q4 2025. Eli Lilly and Merck sit at #7 and #8, giving healthcare a 4.1% share of the top-12 — unusual for a fund this size.

UBS Group AG cut its SPY ETF position by more than half (from $27B to $12.3B) in Q4 2025 while growing its self-owned UBS stock to $6.8B — a restructuring that reshuffled the entire top-15.

Charles Schwab Investment Management’s Q4 2025 13F pairs mega-cap leaders like NVIDIA and Apple with a striking sleeve of in-house fundamental index ETFs, revealing how the manager mixes market-cap exposure with rules-based reweighting.

Invesco’s Q4 2025 13F shows a $652.20B disclosed portfolio led by NVIDIA, Microsoft, and Apple, but the bigger story is a broad book that has grown 76% since Q3 2023.