Updated May 18, 2026 · 744 articles
Latest market intelligence, industry updates, and institutional investing news from SEC filings data.
John Hess, now a Chevron director after the 2025 merger, sold 195,000 CVX shares for $36M on May 6, 2026 at $183.90-$185.21. His combined trust and direct holdings still total over 1.18M Chevron shares.
Through Q1 2026 the Salesforce CEO continued mechanical 10b5-1 exercise-and-sell activity while retaining 11.9M shares via trusts and derivatives. The pattern reads as compensation conversion, not conviction shift.
Alex RiveraMorningstar founder Joe Mansueto sold roughly $6.1M of MORN across May 5-15 under a 10b5-1 plan adopted November 2025. He still beneficially owns 37.5% of the company.
Alex RiveraThe Schwab founder sold roughly $22M of SCHW across April 23-May 1 at prices from $90 to $91.86. He remains a 10% beneficial owner with 54.4M directly-held Class A shares plus 56.1M via family trusts.
Alex RiveraPublicis is paying $38.50 per share in cash for LiveRamp, a 29.8% premium. With 288 institutional holders and a year-end close, the ownership file is now a merger-arb problem, not a fundamental one.
Alex RiveraNextEra is paying $67B in stock for Dominion at a fixed 0.8138 exchange ratio. The combined book stretches across NEE's 3,166 holders and D's institutional roster — here is who is set up to gain and who has to swap exposure.
Alex RiveraRegeneron's fianlimab+Libtayo combo missed its primary PFS endpoint vs Keytruda at p=0.0627. The data angle is in who has to defend the position — and who already trimmed.
Alex RiveraRoku founder and CEO Anthony Wood sold 75,000 Class A shares worth $9.7M on May 11, 2026 at prices from $128-131 per share under a prearranged 10b5-1 plan, while retaining 16.2 million Class B shares. FMR LLC holds 10.5% of the company.
Alex RiveraCrowdStrike CEO George Kurtz sold CRWD shares at $557-565 on May 14, 2026 under a Rule 10b5-1 prearranged plan — the latest in a multi-year pattern of programmatic selling at what are now post-outage recovery highs. Institutional investors Jennison Associates and Citadel remain large holders.
Alex RiveraStarbucks 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 RiveraAs 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 RiveraWarren 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 RiveraAI infrastructure capex headlines extend institutional attention to optical-fiber and specialty-glass franchises. Corning carries Capital Research Global Investors at $2.97 billion — concentrated active conviction on AI fiber-optic infrastructure plus diversified specialty-glass franchise economics.
Alex RiveraAlzheimer trial results focus institutional attention on Biogen. Primecap Management holds $2.71 billion in BIIB — the largest concentrated active manager position and second-largest institutional holder overall. A distinctive long-cycle conviction bet on neurodegenerative pipeline.
Alex RiveraCisco AI restructuring headlines focus institutional attention on the semiconductor cycle. Texas Instruments — the largest US analog-semiconductor manufacturer — carries JPMorgan Chase at $1.8 billion and 0.46% portfolio weight. A modest active overweight on the multi-decade analog franchise.
Alex RiveraAI cybersecurity headlines push capital flow scrutiny across all sectors. Abbott Laboratories — the diversified medical-devices, diagnostics, nutrition, and pharma franchise — carries Capital Research Global Investors at $4.07 billion and 0.79% portfolio weight. A medtech-quality concentration thesis.
Alex RiveraThe Strait of Hormuz tape extends US shale-and-energy exposure. EOG Resources — one of the largest US independent shale producers — carries Capital World Investors at $7.50 billion and 1.02% portfolio weight. The cleanest single-fund active conviction on the US shale franchise economics.
Alex RiveraKKR has transformed from a private-equity firm into a diversified alternative-asset platform with public-equity listed shares. The 13F holder book reveals concentrated active conviction at multiple large diversified managers — Capital International at 0.76% portfolio, Wellington at 0.60%, Fidelity at moderate weights.
Alex RiveraApril retail sales acceleration plus the broader rural-economy normalization extends the case for agricultural-equipment recovery. Deere & Company sits at the center of US agricultural-and-construction-equipment economics. Capital World Investors holds DE at $6.91 billion, 0.94% portfolio weight.
Alex Rivera