Developing storyline

Q2 2026 institutional 13F filings reveal fresh stock stakes

A wave of second-quarter 2026 SEC 13F disclosures shows major funds—including Wedbush, UBS AM, GTS Securities, Greenleaf Trust, Sanctuary Advisors, Jupiter Topco, Symphony Financial, Susquehanna, Concurrent Investment Advisors, Markowski Investments, Three Seasons Wealth, Old Mi…

40 stories1568 sourcesUpdated Sep 7, 2026

In this storyline:The Vanguard Group iShares Russell 2000 volksmarching AVUS JetBlue Airways iShares Russell 1000 Electronic Arts Ormat Technologies

Q2 2026 institutional 13F filings reveal fresh stock stakes — Photo: © IJR / Wikimedia Commons

Key developments

Sep 3, 2026
Symphony Financial Ltd. Co. expands its Q2 holdings across five ETFs, increasing positions in IVV, JPST, GNR, VTV and WCMI.
23 sources on this →
Sep 4, 2026
Concurrent Investment Advisors LLC boosts Q2 stakes in VTI, VIG, VWO and CGUS while trimming its IVE holding.
57 sources on this →
Sep 5, 2026
Hopwood Nicholas Hunter discloses new Q2 stakes totaling $32.7 million across five ETFs, including Vanguard's BIV, SPAB, BSV and VEA and Global X's Defense Tech ETF.
31 sources on this →
Sep 5, 2026
Markowski Investments discloses $49 million in new Q2 stakes across five ETFs, including VIG, VUG, GPIX, VBK and SMH.

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Stories in this storyline

Business

Readystate reveals $20.2 million Compass stake among five new positions

Readystate Asset Management LP expanded its equity holdings across multiple firms in the second quarter, boosting positions in Compass, Bath & Body Works, Liberty Broadband, Helmerich & Payne, and Ormat Technologies, while noting a Compass CEO sale under a pre-arranged trading plan. The moves coincide with broad institutional activity and underscore Readystate’s diversified exposure among consumer, tech, energy, and telecom-related stocks.

17 sources

Finance

Compass Financial Invests $32.9M Across Five ETFs

Compass Financial Management LLC disclosed new positions in five ETFs in the second quarter: Vanguard Total Stock Market ETF (VTI) with 5,730 shares (~$2.18 million), Schwab U.S. Dividend Equity ETF (SCHD) with 160,913 shares (~$5.26 million), iShares Floating Rate Bond ETF (FLOT) with 116,171 shares (~$5.93 million), Vanguard Intermediate-Term Bond ETF (BIV) with 20,120 shares (~$1.54 million), and Janus Henderson AAA CLO ETF (JAAA) with 357,142 shares (~$18.04 million). The moves highlight a diversified allocation across U.S. equities, dividends, floating-rate bonds, intermediate-term bonds, and CLOs.

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Markowski Investments Adds $49 Million Across Five New ETF Positions

Markowski Investments disclosed new Q2 positions across five ETFs, including 107,534 VIG shares (~$25.4 million), 141,952 VUG shares (~$12.2 million), 187,992 GPIX shares (~$10.4 million), 1,609 VBK shares (~$588,000), and 1,000 SMH shares (~$656,000). The filings show a broader shift alongside other hedge funds adjusting holdings in these funds, signaling continued diversification in the firm’s portfolio.

26 sources

Finance

Old Mission pours $41 million into Vanguard Value ETF

Old Mission Investment Co LLC disclosed new stakes in Stryker, AT&T, iShares Russell 1000 Growth ETF, iShares U.S. Aerospace & Defense ETF, and Vanguard Value ETF in the second quarter, signaling a diversified expansion across healthcare, telecom, growth equities, defense, and broad-value exposure.

36 sources

Business

Three Seasons Wealth boosts gold ETF stake, cuts small-cap holdings by a third

Three Seasons Wealth LLC expanded its ETF holdings across several funds in the second quarter, boosting positions in GLD and Vertiv while opening new stakes in IJT and Vanguard Total Bond Market ETF and increasing exposure to iShares S&P Small-Cap 600 Growth ETF, alongside trimming its iShares Russell 2000 ETF holding. The moves reflect a broadly diversified strategy across commodities, growth equities, and broad-market fixed income, with notable increases in gold and bond allocations.

18 sources

Finance

Hopwood Nicholas Hunter Invests $32.7M Across Five ETFs

Hopwood Nicholas Hunter disclosed new positions in five ETFs in the second quarter, including Vanguard Intermediate-Term Bond ETF (BIV), SPDR Portfolio Aggregate Bond ETF (SPAB), Vanguard Short-Term Bond ETF (BSV), Vanguard FTSE Developed Markets ETF (VEA), and Global X Defense Tech ETF (SHLD), with substantial share purchases totaling millions of dollars. The filings also show other large institutional investors actively adjusting holdings in these funds during the same period.

31 sources

Business

Concurrent Investment Advisors boosts Vanguard ETF stake to $107 million amid wider rebalancing

Concurrent Investment Advisors LLC boosted its holdings across several ETFs in the second quarter, notably increasing positions in VTI, VIG, VWO and CGUS with reported values of about $107.4 million, $55.6 million, $65.2 million and $18.6 million respectively, while trimming its stake in IVE by about 3.6%. The moves reflect broadening exposure to large-cap U.S. equities, dividend-focused strategies, emerging markets, and core equity exposure, amid ongoing portfolio adjustments by other institutional investors.

57 sources

Business

Empowered Funds Expands Major Stock Holdings

Empowered Funds LLC expanded its equity holdings across five companies in the second quarter, boosting stakes in Comfort Systems USA to 28,872 shares worth about $57.2 million, Regeneron Pharmaceuticals by 117.5% to 33,963 shares worth $21.18 million, Newmont to 578,679 shares worth $54.05 million, StoneX Group to 289,293 shares worth $34.28 million, and M&T Bank to 99,840 shares worth $23.76 million. The moves reflect a broad multi-name growth strategy with substantial new or expanded positions alongside other institutional investors.

304 sources

Business

Symphony Financial boosts stakes in five ETFs during second quarter

Symphony Financial Ltd. Co. expanded its holdings across several ETFs in the second quarter, increasing positions in IVV, JPST, GNR, VTV and WCMI by varying amounts and reporting multi-million dollar stakes. The moves reflect a broader pattern of the firm adding to diverse ETF exposures alongside other institutional investors.

23 sources

Business

Susquehanna boosts M&T Bank stake 205% amid broader portfolio shift

Susquehanna Fundamental Investments LLC boosted its positions across five companies in the second quarter, expanding stakes in Donaldson, M&T Bank, Corebridge Financial, W.R. Berkley, and TD SYNNEX by double-digit percentages and adding substantial share counts. Notably, the increases include Donaldson up 75.8% to 152,315 shares, M&T Bank up 205.4% to 110,553 shares, Corebridge Financial up 85.3% to 871,406 shares, W.R. Berkley up 98.5% to 358,749 shares, and TD SYNNEX up 148.1% to 68,153 shares.

42 sources

Business

Wedbush Expands ETF, Tech Stock Stakes

Wedbush Securities disclosed new and increased holdings across multiple funds and stocks in Q2 filings, including AVUS, LIN, STX, JTEK, and NOBL, reflecting a broad allocation to ETFs and tech/consumer tech and growth names. The moves were paired with other institutional investors adjusting positions in these same holdings, signaling active trading and shifting confidence in these names.

36 sources

Business

UBS AM Increases Morgan Stanley Stake

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported changes to its equity portfolios in five companies during the second quarter, including increases in Philip Morris International and Morgan Stanley, and a reduction in Corning Incorporated, The PNC Financial Services Group, and American Tower Corporation. The articles also note broad participation by other hedge funds and institutional investors adjusting positions across these stocks as part of wider market activity.

22 sources

Business

Jupiter Topco LLC Expands U.S. Stock Holdings

Jupiter Topco LLC disclosed new Q2 positions in five companies: Chubb Limited (44,418 shares valued at about $15.13 million), SLB (366,270 shares about $17.02 million), Chesapeake Utilities Corporation (161,176 shares about $19.74 million), GE Vernova (2,018,612 shares about $2,371,538,000) and Pan American Silver (553,979 shares about $24,761,000). These moves illustrate a broad, diversified strategy across financial services, energy, utilities, industrials and materials, with Jupiter Topco’s large GE Vernova position and other major institutional participants cited.

26 sources

Business

GTS Securities Expands ETF Holdings Across iShares

GTS Securities LLC reported notable Q2 portfolio moves across multiple holdings, boosting its IWM position by 74% to 104,815 shares, trimming SGOV by 31.2% to 85,100 shares, and taking new stakes in DVY and SHV while expanding Uber Technologies by 120.2% to 39,827 shares.

35 sources

Business

Greenleaf Trust Increases Stakes across IVW, V, UNH

Greenleaf Trust expanded stakes in IVW, Visa, IEI and UnitedHealth Group in the second quarter, increasing positions and overall exposure across equities, credit-card payments, and bonds, while trimming its IJR holdings and signaling a broad, diversified reallocation. The moves depict a mix of new allocations and reapportioned weights across asset classes amid ongoing portfolio adjustments.

27 sources

Finance

Sanctuary Advisors LLC Purchases $30.12 Million O'Reilly Stake

In Q2, Sanctuary Advisors LLC added to and trimmed positions across several stocks: it bought 327,122 O’Reilly Automotive shares for about $30.1 million, increased Vistra Corp. to 113,398 shares worth roughly $18 million, and reduced Valero Energy by 17.9% to 136,939 shares valued at about $35.7 million.

277 sources

Business

Kingsview Reports New Stakes Across Major Banks

Kingsview Wealth Management LLC disclosed new stakes in five companies in its Q2 13F filings: Wells Fargo (WFC), The PNC Financial Services Group (PNC), Thermo Fisher Scientific (TMO), Silgan Holdings (SLGN), and Capital One Financial (COF), purchasing substantial share counts and values for each position. The moves reflect broad institutional activity in financial services and healthcare/manufacturing names, with other funds also adjusting holdings in these companies.

18 sources

Business

Rakuten Raises Palantir Stake, Reports Target at $215

Rakuten Investment Management Inc. expanded its stakes in several U.S. equities in Q2, boosting Palantir by 15.2% to 546,398 shares (about $63.2 million) and establishing or increasing positions in Electronic Arts, Norfolk Southern, S&P Global, and Texas Instruments. The fund also acquired 56,239 EA shares (~$11.5 million), 36,730 NSC shares (~$11.6 million), 49,588 SPGI shares (~$20.3 million), and 263,737 TXN shares (~$75.3 million), illustrating broad diversification across tech and industrials.

20 sources

Business

Wellington Management Expands Holdings Across Major U.S. Stocks in Q2

Wellington Management Group LLP expanded or adjusted its stakes across several major U.S. companies in the latest filings, including a 97.3% increase in GE Aerospace shares and a 1,102.7% surge in Amgen holdings. It also raised its stake in Fifth Third Bancorp by 20.2% and in American International Group by 6.9%, while trimming Automatic Data Processing by 0.7%.

19 sources

Business

Lombard Odier Expands Portfolio with Q2 Stock Buys

Lombard Odier Asset Management Europe Ltd disclosed new or increased positions in five companies during the second quarter: Cameco, PTC, American Water Works, Canadian Pacific Kansas City, and AECOM, with holdings ranging from about 30,000 to 106,459 shares and valued in the low millions. The reports also note broader activity by other institutional investors and analyst updates tied to these stocks, highlighting a wider shift in holdings and market coverage.

34 sources

Business

Nissay Increases Holdings Across ETFs, Stocks

Nissay Asset Management Corp Japan increased its holdings in IVV, Teradyne, Qualcomm, and Netflix during the second quarter, while trimming its stake in the iShares Semiconductor ETF SOXX. The moves reflect a broader, tech-focused diversification across large-cap stocks as the firm adjusts exposures across multiple sectors.

20 sources

Business

Pin Oak Expands Holdings Across Multiple Stocks

Pin Oak Investment Advisors Inc. disclosed new stakes in six companies in the second quarter, including 233,058 shares of Western Asset High Income Fund II, 10,155 shares of Leidos, 242,399 shares of Mach Natural Resources, 357,507 shares of TXO Partners, 68,910 shares of Plains GP Holdings, and 68,910 shares of Plains GP Holdings, among others, with positions spanning diverse sectors. The moves reflect an actively expanding, diversified portfolio across asset management, aerospace, energy, and infrastructure names.

30 sources

Business

Field & Main buys stake in Linde AG

Field & Main Bank disclosed new stakes in four companies in the second quarter: Linde AG, Chubb, U.S. Bancorp, and Expedia Group. The positions included 3,442 LNAGF shares (~$1.79 million) in Linde, 5,587 CB shares (~$1.90 million) in Chubb, 12,300 USB shares (~$743 thousand) in U.S. Bancorp, and 1,552 EXPE shares (~$397 thousand) in Expedia.

17 sources

Finance

Manufacturers Life Expands Holdings Across Utilities, Energy, Tech

Manufacturers Life Insurance Co actively adjusted its equity holdings in several U.S. companies, taking new positions in Ero Copper, Consolidated Edison and American Electric Power while trimming its stakes in Applied Materials and sharply reducing its stake in Becton, Dickinson and Company. The moves mirror broader institutional trading activity as other investors also adjusted positions across these names.

8 sources

Finance

Investors lift Deckers Outdoor stake in Q2

Several major institutions disclosed new or expanded positions in Deckers Outdoor in the second quarter, including Beacon Pointe Advisors, PenderFund Capital Management, Legal & General Group, and Man Group, with the combined activity highlighting heavy institutional ownership around 97.8%. The stock trades in the high $80s to mid-$90s range with mid-single to low-double-digit price metrics and ongoing analyst coverage voicing varied near-term views.

13 sources

Finance

Glenview Trust Expands Stock Holdings Across Firms

Glenview Trust Co disclosed new stakes in five companies during the second quarter: Stock Yards Bancorp, NXP Semiconductors, Carlisle Companies, Marsh & McLennan, and CF Industries, with stakes ranging from about $4.4 million to $28 million. The filings highlight broad institutional activity around these names and reflect Glenview’s ongoing portfolio adjustments alongside other large investors.

28 sources

Business

North Star Expands Holdings Across Tech Finance

"North Star Asset Management Inc. disclosed new or expanded positions in five companies—Zscaler, Fidelity National Financial, Repligen, CoStar Group, and The Charles Schwab—during recent reporting periods, with stake values ranging from roughly $3.2 million to about $44.2 million." The filings show the fund increasing its exposure across technology, financial services, and biopharma peers, reflecting a diversified bet across several sectors amid broader institutional activity.

25 sources

Business

Capstone Invests in Core Scientific, Ally, PKG

Capstone Investment Advisors LLC disclosed new or additional stakes in five companies in the second quarter: Core Scientific (CORZ) for about $934,000, ClearBridge Energy Midstream Opportunity Fund (EMO) for about $956,000, SRH Total Return Fund (STEW) for about $2,002,000, Ally Financial (ALLY) for about $1,204,000, and Packaging Corporation of America (PKG) for about $1,871,000, reflecting broad activity across technology, energy midstream, closed-end funds, financial services, and industrials. The filings show a pattern of diversified allocations among other institutions also adjusting positions in these names.

30 sources

Business

Basswood Reports New Bank Stakes Across Banks

Basswood Capital Management L.L.C. continued expanding its bank holdings with new stakes in Banc of California, Old National Bancorp, Mvb Financial Corp., FB Financial Corporation, and First Bancorp, with positions size and value spanning from hundreds of thousands to millions of dollars. The reports also note broad buying by other institutions in these banks and a related insider sale at Banc of California.

50 sources

Finance

PDT Partners Expands Frontdoor Stake After 2Q Buy

PDT Partners LLC disclosed new positions in five companies in the second quarter, including Frontdoor, Westlake Corporation, Reliance, Arcus Biosciences, and Pilgrim’s Pride, with stakes valued in the millions. The purchases illustrate PDT’s broad diversification across consumer services, chemicals, industrials, biotech, and food production, alongside other institutions adjusting holdings in these names.

32 sources

Finance

Palisade Capital Expands Portfolio With New Bets

Palisade Capital Management LP disclosed new stakes in four companies in the second quarter: OneSpaWorld Holdings Limited, Quaker Houghton, Corsair Gaming, and Palisade Bio, establishing sizable positions alongside other institutional investors. The moves highlight Palisade’s diversified betting across leisure services, specialty chemicals, gaming, and biotech, as reported in its 13F filings.

36 sources

Business

ADAR1 Capital Expands Biotech Portfolio Across Five Stocks

ADAR1 Capital Management LLC disclosed new positions in five biopharma names in Q2, including sizable buys of ACADIA Pharmaceuticals, Adagio Medical, Larimar Therapeutics, Artiva Biotherapeutics, and Corvus Pharmaceuticals, with investment values ranging from roughly $785,000 to over $1.9 million. The ACADIA stake coincides with the European Commission’s approval of DAYBU for Rett syndrome, signaling potential expansion into a key EU market for the company.

46 sources

Business

Osmosis UK Expands Multi-Million U.S. Equity Stakes

Osmosis Investment Management UK Ltd disclosed new stakes in four companies during the second quarter: Ecolab (40,187 shares ~ $11.2 million), Bank of New York Mellon (24,278 shares ~ $3.51 million), Jacobs Solutions (34,053 shares ~ $4.29 million), and Pacific Gas & Electric (201,419 shares ~ $3.39 million). The moves reflect a broader pattern of institutional investors adjusting holdings across multiple sectors.

43 sources

Finance

Pinnacle Holdings Expands Portfolio With Multi‑Million Stakes

"Pinnacle Holdings LLC disclosed new stakes in five companies in the second quarter: First United Corporation, JetBlue Airways, Crescent Energy, Deutsche Bank, and Talos Energy, with positions ranging from about $439,000 to $2.6 million. Across these filings, other institutions also increased holdings, reflecting broad investor activity across energy, financials, and transportation names."

34 sources

Finance

Globeflex Capital L P Reports About $30 Million in Q2 New Stakes Across Five Stocks

Globeflex Capital L P disclosed new Q2 positions across six companies, including Himalaya Shipping, Copa Holdings, Northeast Bancorp, Onto Innovation, and inTEST Co., acquiring thousands of shares valued at several million dollars in each case. The filings also show other major investors expanding their bets in these sectors, highlighting renewed activity in transport, financial services, semiconductors and testing equipment stocks.

15 sources

Finance

Berkshire Cuts Bank of America Stake, Delta Purchase

Berkshire Hathaway trimmed its Bank of America stake by about 30.2 million shares in Q2 2026, lowering its BAC position to roughly 483 million shares and signaling a broader shift under Greg Abel that included a new Delta Air Lines investment. Bank of America also boosted its dividend 14% to $0.32 a share, underscoring continued cash generation as Berkshire rotates holdings, with 13F filings illustrating ongoing portfolio reshaping.

6 sources

Business

Twin Tree Expands Holdings Across Semiconductors, Beverages

Twin Tree Management LP disclosed new positions in Littelfuse, Keurig Dr Pepper, Vishay Intertechnology and Skyworks Solutions in the second quarter, purchasing 1,245 LFUS shares, 67,490 KDP shares, 31,522 VSH shares, and 13,813 SWKS shares with values spanning hundreds of thousands to about $2.2 million. These moves reflect a broader pattern of institutional activity among semiconductor, consumer beverage and tech stocks.

20 sources

Business

William Blair Expands Holdings Across Firms

William Blair Investment Management LLC disclosed new or expanded stakes across several companies in the second quarter, including a purchase of 111,465 Palo Alto Networks shares worth about $38 million, a 631,933-share position in Donnelley Financial Solutions for roughly $26.5 million, and a sizable entry into Live Oak Bancshares with 569,233 shares around $23.25 million, along with stakes in Agree Realty and Equity Lifestyle Properties. The filings reflect broad institutional activity with multiple other funds adjusting holdings and notable insider/Director activity at Palo Alto Networks.

7 sources

Business

Quantbot Expands Portfolio With New Stakes

Quantbot Technologies LP disclosed new Q2 stakes in five companies, including 69,871 shares of Electronic Arts ($14.3M), 101,123 shares of Smith & Nephew SNATS ($6.34M), 25,348 shares of Arrow Electronics ($5.41M), 17,346 shares of Kinsale Capital Group ($5.72M), and 108,119 shares of BankUnited ($5.24M). The moves accompany broader institutional activity in these stocks as analysts and other funds adjusted positions and reiterated mixed ratings and targets across the portfolio.

9 sources

Finance

Compass Financial Invests $2.35 Million in NTCT

Compass Financial Management LLC disclosed new stakes in five different securities, including NTCT, KLAC, the Defiance Quantum ETF, QCOM, and Starbucks, with investments ranging from roughly $869,000 to about $3.3 million. The moves reflect a diversified, institutional-edge portfolio spanning technology hardware, semiconductors, quantum-focused and consumer-oriented equities.

11 sources