Updated May 14, 2026 · 744 articles
News
Latest market intelligence, industry updates, and institutional investing news from SEC filings data.
Boeing's China Order: Fidelity Rivals BlackRock at the Top
Boeing surfaces in the Trump-Beijing summit news cycle as a China commercial-aircraft order takes shape. The 13F record on BA shows Fidelity rivaling BlackRock at the top of the book — a structural feature that matters for how the news will be priced.
Alex RiveraBiogen's Tau Drug Phase 2 Read: Three Active Holders Own 23%
Biogen released Phase 2 CELIA data for diranersen — its tau-targeting Alzheimer's candidate — showing a reduction in tau pathology with mixed cognitive endpoints. PRIMECAP, FMR, and Vanguard combined disclose 26% of shares outstanding on Schedules 13G.
Alex RiveraCharles Schwab Drips Another $22M of SCHW: 241K Shares in 9 Days
Charles R. Schwab, 10%-owner of the firm that carries his name, sold 241,643 SCHW shares for roughly $22M across nine trading days through May 1, 2026. The cadence is a clear extension of his trailing-twelve-month $157M monetization pattern.
Alex RiveraUTHR Chair Rothblatt Exercises Options, Sells $9.2M in 5 Days
Martine Rothblatt, chair and CEO of United Therapeutics, exercised 28,500 options at $146.03 and sold 16,016 shares for $9.23M across five trading sessions through May 11, 2026. The transaction profile is consistent with a cashless exercise — not a discretionary exit.
Alex RiveraWalmart Cuts 1,000 Corporate Roles: The WMT Holder Base Read
Walmart is reportedly cutting or relocating about 1,000 corporate staff. The $342.9B institutional book on file with 13F Insight shows why the move barely registers as a strategic shift for the people who own the stock.
Alex RiveraAlibaba's Earnings Print Lands on a Market-Maker-Heavy Book
Alibaba's quarterly revenue release moves the tape — but the 13F record on BABA shows a holder base built on options market-makers and a thin layer of true active conviction. Reading the print without that context misses the structure.
Alex RiveraCisco Posts Record Revenue, Cuts 4,000 Jobs — Who Owns CSCO Now
Cisco delivered record fiscal Q3 revenue and announced a 4,000-job restructuring on the same day. The institutional holder base on file with 13F Insight shows why this combination makes sense to the people who own the stock.
Alex RiveraMansueto Drip-Sells $4.6M of MORN Across 5 Days; Owns 37.5%
Morningstar founder Joseph Mansueto sold $4.6 million of MORN across five trading days from May 6-12. The microlot execution pattern reads as a plan, not conviction — and the 13G shows him still at 37.5%.
Alex RiveraJohn Hess Trims Another $36M of CVX Post-Merger; 658K Shares Left
John Hess, the former Hess Corp CEO who became one of Chevron's largest individual holders via the 2024 merger, sold $36 million of CVX on May 6. After the trim he holds 658,045 shares — down from over 1.4 million last August.
Alex RiveraGameStop's Unsolicited eBay Bid Rejected: Read the 13D Tape
eBay's board rejected Ryan Cohen's unsolicited GameStop bid with six bullet points. The five recent 13D filings on GME and the holder overlap between the two books explain why this was always more about Cohen's leverage than eBay's standalone value.
Alex RiveraHey Rivian: AI Assistant Ships Into a Book Anchored by Amazon
Rivian's voice assistant rollout lands on an 861-holder institutional base where Amazon's $2.4B stake dwarfs every active manager, and Baillie Gifford remains the lone concentrated growth name still leaning in.
Alex RiveraGOOGL Gemini Android Push Lands on a Passive Holder Base
Google's Gemini Intelligence preview for Android 17 arrived a month before iOS 27, but a look at Alphabet's 5,839 institutional holders shows the top of the book is dominated by index mandates, not AI conviction.
Alex RiveraApple Chairman Arthur Levinson Sells $71M of AAPL in May 2026
Apple Board Chairman Arthur D. Levinson sold 250,000 AAPL shares on May 6, 2026, at an average price near $284.80 — roughly $71.2 million in proceeds. He still holds 3.82 million Class A shares. The cadence and timing are worth a closer read.
Alex RiveraROKU CEO Sells $12.8M Class A; 16M Class B Stake Untouched
Roku founder and CEO Anthony Wood cleared 125,000 Class A shares across 11 Form 4 transactions in March and April 2026, totaling roughly $12.8 million. The Class A line on the latest filing reads zero — but the Class B / derivative line still reports 16.27 million shares.
Alex RiveraCharles Schwab Trims $22M of SCHW; 56M Class B Stake Intact
Founder Charles R. Schwab sold roughly $22.0 million of SCHW common stock across five Form 4 transactions in the last week of April and first day of May 2026. The headline number is small relative to his 110M+ share total — the more interesting read is what stayed put.
Alex RiveraApple Ships iOS 26.5 RCS Encryption: AAPL Holder Read
Apple shipped iOS 26.5 with end-to-end encrypted RCS messaging and Apple Maps changes. The product news matters for users; for AAPL holders, the more interesting read is the institutional ownership stack underneath the world's most-held single stock.
Alex RiveraHess Sells $36M of Chevron Stock Post-Merger — CVX Director Trim
John B. Hess, the former Hess Corp CEO turned Chevron director after the 2024 merger closed, sold roughly $36M of Chevron stock across three lots on 2026-05-06. His Form 4 reports 658,045 shares remaining plus the 8.58% beneficial stake disclosed on the latest 13G/A.
Alex RiveraMorningstar Founder Mansueto Trims Daily; Still 37.5% Owner
Joe Mansueto sold another $3.3M of MORN this week through small daily lots — but the founder still controls 37.5% of Morningstar via 14.9M shares per the latest Schedule 13G/A.
Alex RiveraRivian Ships In-Car AI Assistant: Who's Still Long RIVN
Rivian rolled out Rivian Assistant and Unified Intelligence software for in-cabin voice control. The 13F holder base around the launch tells you which capital is actually expressing conviction in the EV maker — and which is hedged inventory.
Alex RiveraMicrosoft Patch Tuesday Fixes 120 Flaws: Who Owns MSFT
Microsoft shipped 120 fixes in its May 2026 Patch Tuesday with no in-the-wild zero-days. The real signal for retail investors is who is sitting behind the $3T market cap on the next disclosure cycle.
Alex Rivera