Updated May 15, 2026 · 744 articles

News

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

Sorted by most recent · 744 results

May 15, 2026

AI Cybersecurity Threat Cycle: Palo Alto's Top Active Holders

AI-generated phishing, deepfake-driven social-engineering, and automated vulnerability discovery are dominating cybersecurity headlines this week. Palo Alto Networks is the largest US-listed pure-play cybersecurity name. The institutional book carries the conviction layer underneath the headline cycle.

April Building Materials Spike: Home Depot's Active Holder Tilt

April US retail sales beat at +0.5% was driven primarily by autos and building materials. Home Depot is the levered building-materials read, and the institutional book carries two distinctive Capital Group overweights at 0.72% and 0.76% portfolio weight.

Wells Fargo Holders If Warsh Gets the Fed: Wellington at 4x Index

Yesterday's piece covered Berkshire's 10.38% Bank of America position as the levered bet on a hawkish-bias Fed. Wells Fargo's holder book reveals a different conviction signature: Wellington Management at 1.18% portfolio, roughly 4x the WFC index weight, is the largest active overweight.

Stryker Heiress Trims SYK; Family Trust at 51% Portfolio

Ronda Stryker, granddaughter of Stryker Corporation's founder, sold $91.7 million of SYK in February at $361-369. The cumulative ledger is now $1.85 billion. Read the Form 4 alongside the family trust's Schedule 13D and the concentration story changes — the heiress retains a 4% beneficial stake while Greenleaf Trust holds SYK at 51.45% of its portfolio.

Tim Cook Bought Nike Twice — $58.97 in Dec, $42.43 in April

Tim Cook sits on Nike's board. His Form 4 reports two open-market Nike purchases: 50,000 shares at $58.97 in December 2025, and 25,000 more at $42.43 in April 2026. The Apple CEO is averaging down on Nike inside his outside-board fiduciary capacity — and most retail readers will miss that the signal exists.

Hormuz Tape Meets Chevron: Berkshire's 7.24% Conviction Position

If the Hormuz tanker corridor tension persists, integrated oil majors get a sustained free-cash-flow tailwind. The single largest conviction position in Chevron is Berkshire Hathaway at 7.24% of its $274 billion portfolio. The second is Fisher Asset Management at 1.54%.

Warsh Fed Chair: Berkshire Owns 10% of Bank of America

Kevin Warsh as Federal Reserve chair would re-rate bank net interest margin assumptions across the institutional book. The single most levered position to that re-rate sits at Berkshire Hathaway, which holds 10.38% of its portfolio in Bank of America.

Target (TGT) Tape: Active Managers Underweight Into Retail Beat

Commerce Department reported April retail sales up 0.5% — better than consensus. Target should be the levered beneficiary in a consumer-discretionary 13F screen. Open the book, however, and the conviction layer is conspicuously thin.

Zoom Founder Yuan's Class A Now at 36,796 — AQR Holds 0.55%

Eric Yuan's April 13-14 sales took his direct Class A holdings of Zoom to just 36,796 shares — a number that looks like an exit but isn't, given the founder's Class B economics. Meanwhile AQR's 0.55% portfolio overweight reads as the active conviction signal.

DDOG CTO Le-Quoc Cashless Exercise Hidden in Form 4 M Codes

Datadog's CTO and co-founder Alexis Le-Quoc filed a Form 4 covering Class A sales at $130-133 in late April. The Table I S codes are not the whole story — paired Table II M codes show the cashless exercise pattern that converts option strike economics into open-market sales.

CLARITY Act and MSTR: Tidal Holds 6.08% Portfolio Stake

The crypto industry is making its loudest CLARITY Act push of the year. Strategy (MSTR) — formerly MicroStrategy — sits at the center of the institutional crypto-equity book. The top 6 holders are mostly market makers; the real active conviction is at Tidal Investments at 6.08% portfolio.

Hormuz Oil Crisis: Reading Exxon's 4,970-Institution Holder Book

Tensions in the Strait of Hormuz are pushing crude prices and energy-sector volatility higher. Exxon Mobil's 13F book has 4,970 institutional holders. Strip out the index sleeve and the real active overweight signal is at Franklin Resources, MFS, and Nuveen.

TMUS Coverage JV: SoftBank Still Holds 37% of Its 13F in T-Mobile

AT&T, T-Mobile and Verizon announced a three-way coverage JV. The most interesting T-Mobile holder isn't a US asset manager — it's SoftBank Group, still sitting on a $5.79 billion stake that represents 37.42% of SoftBank's entire 13F portfolio.

May 14, 2026

Kurtz Sells CRWD at $549; Jennison Holds 1.55% Overweight

George Kurtz unloaded a granular block of CrowdStrike between $541 and $549 on May 12. The CEO's cumulative ledger is now over $700 million. The institutional book reaction is the more interesting tell — Jennison Associates is still 1.55% portfolio overweight.

Roku Founder Wood Drains Class A on May 11 Pop — Class B Intact

Anthony Wood ran his Class A position at Roku to zero across four days in May after the stock cleared $128. Read the Form 4 wrong and you'd conclude the founder exited. Read it right and the 16.2 million Class B shares — and the voting control — are still there.

JPM Wins Tech IB Lead — But 5,277 Holders Are All Index-Weight

JPMorgan's early-stage banking bet is paying off in tech IB league tables, Reuters reports. The catch: with 5,277 institutional holders and almost every one of them sitting near 1% portfolio weight, no active manager is positioned for the IB rebound specifically.

AT&T-TMUS-VZ Coverage JV: GQG Sits 3.7% Overweight on T

AT&T, T-Mobile and Verizon announced a three-way joint venture on Wednesday to attack rural coverage dead zones. Our holder book shows where the conviction has been hiding on T while the carriers were still rivals.

Ford Energy Subsidiary Pop: The Quants Were Already Long F

Ford spun out Ford Energy on Wednesday to chase the AI data-center power buildout, and F stock jumped. Our holder book reveals which institutions were positioned for exactly this trade before the press release.

Capital Research Files Fresh 7.6% Carvana 13G as Garcia III Vests

Capital Research Global Investors filed a SC 13G on May 14, 2026 disclosing 7.60% / 10.85M Carvana shares. CEO Ernie Garcia III's recent Form 4 activity is RSU vesting plus tax-withholding, not discretionary selling. The 13D/G stack on CVNA is unusually active.

Honda Scraps EV Targets: HMC's Value-Manager Holder Base

Honda is scrapping its 2030 EV sales targets after disclosing a $9B annual loss tied largely to the EV transition. The 13F record on HMC's US-listed ADRs shows a holder base dominated by deep-value managers — the exact cohort least surprised by this decision.

← PreviousPage 3 of 38Next →