Latest research, educational guides, and news from the world of institutional investing.
Micron EVP and Chief Business Officer Sumit Sadana sold 24,000 MU shares at $421.35 on April 10, 2026, worth about $10.1 million. MU later traded at $456.23 on April 16, 2026.
Coatue's Q4 2025 13F shows fresh top positions in TSM, Microsoft, Amazon, LRCX and AMAT, plus a notable CoreWeave exit. Q1 2026 will reveal whether that AI infrastructure rebuild sticks.
Form 4 filings usually arrive within two business days of a trade, which makes them much faster than 13Fs. Here is how to read the key transaction codes, separate sales from awards, and use insider data without overreacting.
The SEC's current Form 13F FAQ lists Friday, May 15, 2026 as the Q1 2026 filing deadline. Here is the full date map, what investors should expect to arrive first, and how to track filings without refreshing EDGAR all day.
Appaloosa's Q4 2025 filing still shows Alibaba as the top disclosed holding, but the sharper signal is the refill: Amazon, Micron, TSM, NRG and Whirlpool all moved into a $6.93B book ahead of Q1 2026.
Arista Networks CEO Jayshree Ullal sold 112,812 ANET shares at $150.1141 on April 13, 2026, worth about $16.9 million. ANET still traded at $154.33 on April 15, 2026.
Tiger Global's Q4 2025 13F shows a $29.71B book, 54 holdings, and a new top layer shaped by Microsoft, Amazon, TSM, and Take-Two. Q1 2026 will show whether the rebuild is real or still provisional.
Barclays PLC reported $416.70 billion in Q4 2025 with 18.75% in a single SPY position. Here is why the British bank's 13F looks different from traditional asset managers and what it reveals about structured products hedging.
Nuveen, TIAA's investment arm, reported $381.90 billion in Q4 2025 13F value. Here is how the retirement manager for millions of educators and nonprofit workers positions their equity portfolio.
Wellington Management ended Q4 2025 with $570.66 billion in reported 13F AUM, 7,580 positions, and a top-10 basket worth just 29.5% of the portfolio. The filing highlights how a private, independent asset manager translates platform breadth into a remarkably balanced public-equity book.
Dodge & Cox ended Q4 2025 with $185.26B in 13F assets, 222 holdings, and a top book led by Charles Schwab, Johnson Controls, RTX, CVS Health, and FedEx.
Franklin Resources closed 2025Q4 with $407.59B in reported 13F assets, 14,263 disclosed holdings, and a 65.25 WhaleScore. Sarah Mitchell breaks down why Microsoft leads the book, what the top positions say about Franklin Templeton’s U.S. equity exposure, and how to read the filing against the firm’s broader business story.
Amundi ended 2025Q4 with $367.99B in reported 13F AUM, a 73.00 WhaleScore, and a top disclosed U.S. equity book led by NVDA, AAPL, and MSFT.
Legal & General ended 2025Q4 with $450.91B in reported 13F AUM, a 71.75 WhaleScore, and a top U.S. equity book led by NVDA, AAPL, and MSFT.
Royal Bank of Canada’s Q4 2025 13F hit $614.69B, but the real story is the shape of the book: ETF wrappers, mega-cap benchmarks, and Canadian bank exposure that look far more like a cross-border wealth and custody machine than a classic bank balance-sheet bet.
Family offices managing trillions globally are largely invisible in 13F filings. Here is why they are exempt, how big the blind spot is, and how to partially fill the gap using other SEC filings.
Not every 13F is the final word. Amendments (13F-HR/A) can restate holdings, reveal hidden positions, and change portfolio data retroactively. Here is how to handle them.
WhaleScore is a portfolio quality heuristic on 13F Insight that ranges from 0 to 100. Here is what it measures, how to interpret it, and how to use it for smarter institutional research.
Not all 13F portfolios carry equal signal. Here is how Top-5 concentration and position count help distinguish conviction stock pickers from index trackers.
Every 13F filing describes positions from at least 45 days ago. Here is why the delay exists and how to use institutional holdings data correctly.