Updated May 15, 2026 · 744 articles

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Latest market intelligence, industry updates, and institutional investing news from SEC filings data.

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May 15, 2026

Occidental Hormuz Trade: Berkshire 3.97% + Dodge & Cox 2.65%

Occidental Petroleum sits at the intersection of US shale oil, Permian basin economics, and Berkshire Hathaway's energy thesis. Buffett holds OXY at 3.97% of Berkshire's $274B portfolio. Dodge & Cox holds at 2.65% portfolio. The dual-conviction holder structure anchors OXY institutional positioning.

Applied Materials: Capital Research Holds AMAT at 1.56% Portfolio

Cisco's AI restructuring extends the semi-capex narrative across the equipment-and-materials supply chain. Applied Materials sits in this category with Capital Research Global Investors at $10.07 billion and 1.56% portfolio weight — the largest single-fund active conviction position on US semi-equipment.

Humana Holder Read: Dodge & Cox at 1.08% Portfolio Bet

Humana sits at the center of the post-2024 Medicare Advantage repricing cycle. Dodge & Cox — the deep-value institutional manager — holds HUM at $1.97 billion and 1.08% portfolio weight, the largest active overweight in the book. The Dodge & Cox value-discipline call on managed-care.

Intercontinental Exchange: Harris Associates Runs 3.2% Portfolio

ICE — the parent of NYSE plus a global derivatives, mortgage technology, and fixed-income trading franchise — sits at the center of US market infrastructure. Harris Associates (Oakmark Funds parent) holds $2.52 billion at 3.19% portfolio weight — one of the highest single-fund-family active conviction positions in any exchange operator.

US Bancorp: MUFG Holds 75.9% of Its US 13F in USB

MUFG Bank Ltd., the US subsidiary of Mitsubishi UFJ Financial Group, holds $2.31 billion in US Bancorp at 75.93% of its reported US 13F portfolio. The position dates to the 2022 MUFG Union Bank divestiture, where MUFG sold its US retail bank to US Bancorp and received USB shares as partial consideration.

BlackRock Holder Read: Temasek Owns 16.82% of Its 13F in BLK

BlackRock's institutional book carries a singular foreign-strategic-investor concentration: Temasek Holdings of Singapore holds $5.13 billion in BLK at 16.82% of its US 13F portfolio. The position dates to Temasek's strategic investment in BlackRock's growth as a global asset-management platform.

April Retail Beat: Buffett Owns Amex at 20.46% of His Portfolio

April retail sales beat at +0.5% extends the consumer-discretionary tape. American Express sits in Berkshire Hathaway at $56.09 billion — 20.46% of Berkshire's entire $274 billion portfolio. The 1991 founder position from the Salomon Brothers scandal era is now the second-largest Berkshire holding after Apple.

John Hess Sells $36M of CVX Post-Merger; 8.58% Beneficial Stake

John Hess — former CEO of Hess Corp, now a major Chevron shareholder following the 2025 merger — sold $36 million of CVX on May 6, 2026 at $183-185 per share. The cumulative Form 4 sell ledger across the merger transition spans $1.37 billion. Schedule 13G/A shows 8.58% beneficial ownership.

Vertex Pharma: Capital Group Holds $20.7B Across Two 13F Filers

Vertex Pharmaceuticals' institutional book shows Capital World Investors at $11.33 billion (1.55% portfolio) and Capital Research Global Investors at $9.43 billion (1.46% portfolio). Combined Capital Group complex at $20.76 billion makes the firm the largest single-family active conviction on VRTX.

Coca-Cola: Buffett Holds $28B at 10.2% of Berkshire Portfolio

April retail sales beat at +0.5% extends the consumer-defensive recovery thesis. Coca-Cola is the textbook defensive consumer-staples compounder. Berkshire Hathaway holds KO at $27.96 billion — 10.20% of its portfolio. Warren Buffett has held this position since 1988.

Mastercard's 96.84% Holder: The Foundation Holding $32.6B in MA

The Mastercard Foundation Asset Management Corp holds $32.60 billion in Mastercard stock — 96.84% of its entire reported 13F portfolio. This is the cleanest charitable-foundation founder-stake concentration in our database. The story is the 2006 Mastercard IPO and the founding gift that created Africa's largest education foundation.

Pfizer's Active Layer: Fisher Asset Mgmt Holds PFE at 4x Index

Pfizer's 3,136 institutional holders carry a single distinctive active overweight outside the index sleeve: Fisher Asset Management at $2.95 billion, exactly 1.00% portfolio weight — roughly 4x the S&P 500 index weight. Ken Fisher's value-discipline bet on PFE is the conviction signal.

Healthcare AI Cyber Cycle: Wellington Holds Merck at 3x Index

The cybersecurity news cycle this week extends to healthcare data infrastructure. Merck is one of the largest holders of sensitive pharma R&D data and clinical-trial pipelines. Inside the 3,899-institution holder book, Wellington Management runs MRK at 1.59% portfolio — a 3.5x overweight versus the S&P 500 index weight.

Intel's Strangest Holder: Nvidia Owns INTC at 60.5% of Its 13F

Nvidia's 13F-HR reports a $7.93 billion Intel position at 60.48% of its entire reported portfolio. That single line — Nvidia owning more than half of its own US 13F book in a direct competitor — is the most unusual single-company-to-competitor stake we've seen in our database. The story behind the number is the 2025 strategic investment.

Arista CEO Ullal April Trim at $170; Cresset Holds 11.43% Stake

Arista Networks CEO Jayshree Ullal sold approximately $13.5 million of ANET in late April at $167-170. Cumulative $2.2 billion ledger. The conviction layer for ANET sits at Cresset Asset Management — 11.43% portfolio weight in a single name.

AI Cyber Threat Reshapes UNH Bid: Citadel 1.09%, Wellington 0.91%

Healthcare-data ransomware and AI-enabled phishing against payor systems is one of the costlier sub-segments of the broader cybersecurity threat cycle. UnitedHealth has been the largest single corporate target — the 2024 Change Healthcare breach cost the firm $2+ billion. The 13F holder book carries the institutional positioning that survived the rebuilding.

Uber's Strangest Holder Table: Saudi PIF at 46%, Ackman at 16%

Uber's 2,544-institution holder book carries two of the most concentrated single-stock positions in the US 13F universe. Saudi Arabia's Public Investment Fund holds UBER at 45.97% of its US 13F portfolio. Bill Ackman's Pershing Square Capital holds it at 15.90%. Together they define UBER's institutional shape.

Cisco AI Layoffs: .9B Broadcom Stake at Capital Group

Cisco's 4,000-job layoff announcement positions networking-and-cybersecurity for AI-driven restructuring. The thesis benefits Broadcom directly. The institutional book on AVGO is dominated by Capital Group — three separate Capital vehicles run AVGO at 4.91%-6.09% portfolio weight, combined $97.9 billion.

Charles Schwab Founder April Sales: $22M Trim at $90-92

Charles R. Schwab — founder of the namesake brokerage — sold approximately $22 million of SCHW across late April at $90.00-91.86 per share. Cumulative Form 4 sells now total $2.87 billion. Buys total $31.6 million. The 56 million share Table II position remains intact.

Morningstar Founder Mansueto Trims at $176-180; 37.5% Stake Holds

Morningstar founder Joe Mansueto sold approximately $3.3 million of MORN between May 7 and May 12 at $175.96-180.00. The $1.95 billion cumulative ledger sounds large until you read the Schedule 13G/A — Mansueto retains 37.5% of the company at 14.9 million shares. The founder is not exiting.

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