📡 Quarterly Feed — Latest 13F Smart Money Moves

Significant position changes from the latest 13F filings. This is quarterly disclosure data, not a real-time trade tape.

Comparing Q1 2026 vs Q4 2025 • 50 significant moves

13F institutional holdings•2025 Q4•Active

🆕 NEWNew position

📈 ADDEDBuying more

📉 TRIMMEDReducing

🚪 EXITEDSold entirely

📈

BlackRockAddedMSFT

INCREASED+593.2M shares(+204540%)~$219.5B

MICROSOFT CORP

📈

BlackRockAddedAMZN

INCREASED+735.5M shares(+63788%)~$153.2B

AMAZON COM INC

📈

BlackRockAddedAVGO

INCREASED+385.7M shares(+122056.3%)~$119.4B

BROADCOM INC

📈

BlackRockAddedTSLA

INCREASED+207.6M shares(+42056.9%)~$77.1B

TESLA INC

📈

BlackRockAddedJPM

INCREASED+207.9M shares(+59233.6%)~$61.1B

JPMORGAN CHASE & CO

📈

BlackRockAddedNFLX

INCREASED+346.0M shares(+106246.8%)~$33.3B

NETFLIX INC.

📈

BlackRockAddedBAC

INCREASED+538.1M shares(+38298.6%)~$26.2B

BANK AMERICA CORP

📈

BlackRockAddedORCL

INCREASED+143.1M shares(+52039%)~$21.0B

ORACLE CORP

📈

Bank of NY MellonAddedMSFT

INCREASED+51.7M shares(+3689829.7%)~$19.1B

MICROSOFT CORP

📈

Wellington ManagementAddedAVGO

INCREASED+49.7M shares(+2852252.6%)~$15.4B

BROADCOM INC

📈

Bank of NY MellonAddedAMZN

INCREASED+66.9M shares(+66930743%)~$13.9B

AMAZON.COM INC

📈

Geode CapitalAddedNVDA

INCREASED+82.2M shares(+149.3%)~$13.7B

NVIDIA CORPORATION

📈

Wellington ManagementAddedAMZN

INCREASED+62.4M shares(+1748488.9%)~$13.0B

AMAZON COM INC

📈

BlackRockAddedPANW

INCREASED+72.3M shares(+45569.3%)~$11.6B

PALO ALTO NETWORKS INC

📈

Geode CapitalAddedMU

INCREASED+23.6M shares(+292.9%)~$8.4B

MICRON TECHNOLOGY INC

📈

Geode CapitalAddedMETA

INCREASED+15.9M shares(+195.5%)~$8.4B

META PLATFORMS INC

📈

Geode CapitalAddedAAPL

INCREASED+32.5M shares(+142.4%)~$7.8B

APPLE INC

📈

Wellington ManagementAddedMA

INCREASED+13.0M shares(+1477352.5%)~$6.5B

MASTERCARD INCORPORATED

📈

Goldman SachsAddedXOM

INCREASED+15.2M shares(+21.6%)~$6.2B

EXXON MOBIL CORP

📈

Geode CapitalAddedAMZN

INCREASED+31.7M shares(+159.7%)~$6.2B

AMAZON COM INC

📈

Geode CapitalAddedMSFT

INCREASED+19.7M shares(+157.2%)~$5.9B

MICROSOFT CORP

🆕

Fidelity (FMR)Opened position inAZN

NEW+29.6M shares~$5.8B

ASTRAZENECA PLC

🆕

Wellington ManagementOpened position inAZN

NEW+23.8M shares~$4.6B

ASTRAZENECA PLC

📈

Geode CapitalAddedPLTR

INCREASED+32.2M shares(+961.8%)~$4.6B

PALANTIR TECHNOLOGIES INC

📈

Geode CapitalAddedTSM

INCREASED+12.9M shares(+432.2%)~$4.5B

TAIWAN SEMICONDUCTOR MANUFAC

📈

Bank of NY MellonAddedLLY

INCREASED+4.9M shares(+48604.1%)~$4.5B

ELI LILLY & CO

📈

BlackRockAddedVRT

INCREASED+6.0M shares(+18.7%)~$4.3B

VERTIV HOLDINGS CO

📈

BlackRockAddedROK

INCREASED+11.9M shares(+6607.8%)~$4.3B

ROCKWELL AUTOMATION INC

📈

Geode CapitalAddedTSLA

INCREASED+20.2M shares(+46.2%)~$4.1B

TESLA INC

📈

Geode CapitalAddedUNH

INCREASED+14.8M shares(+506.6%)~$3.8B

UNITEDHEALTH GROUP INC

📈

Bank of NY MellonAddedMA

INCREASED+7.4M shares(+337056.5%)~$3.7B

MASTERCARD INC - A

🆕

Goldman SachsOpened position inAZN

NEW+18.6M shares~$3.6B

ASTRAZENECA PLC

📈

Fidelity (FMR)AddedKLAC

INCREASED+1.9M shares(+73%)~$3.4B

KLA CORP

📈

Millennium ManagementAddedAAPL

INCREASED+13.6M shares(+275.7%)~$3.4B

APPLE INC

📈

Millennium ManagementAddedMETA

INCREASED+6.0M shares(+541.5%)~$3.3B

META PLATFORMS INC

📈

Citadel AdvisorsAddedPG

INCREASED+22.6M shares(+120.2%)~$3.3B

PROCTER & GAMBLE CO

📈

Goldman SachsAddedMRK

INCREASED+23.8M shares(+81.4%)~$3.2B

MERCK & CO INC

📈

Geode CapitalAddedJPM

INCREASED+10.8M shares(+829.5%)~$3.1B

JPMORGAN CHASE & CO

📈

Geode CapitalAddedAVGO

INCREASED+11.1M shares(+112.1%)~$3.1B

BROADCOM INC

📈

D.E. ShawAddedNVDA

INCREASED+17.7M shares(+411.2%)~$3.0B

NVIDIA CORPORATION

📈

Citadel AdvisorsAddedABT

INCREASED+32.3M shares(+245%)~$3.0B

ABBOTT LABORATORIES

📈

Millennium ManagementAddedAMZN

INCREASED+14.6M shares(+401.8%)~$3.0B

AMAZON COM INC

📈

Geode CapitalAddedGS

INCREASED+3.6M shares(+150.7%)~$2.9B

GOLDMAN SACHS GROUP INC

📈

Millennium ManagementAddedCRH

INCREASED+1.8M shares(+433%)~$2.9B

CRH PLC

📈

Millennium ManagementAddedNVDA

INCREASED+18.1M shares(+76.8%)~$2.9B

NVIDIA CORPORATION

📈

Citadel AdvisorsAddedUNH

INCREASED+12.4M shares(+146.6%)~$2.8B

UNITEDHEALTH GROUP INC

📈

Citadel AdvisorsAddedQCOM

INCREASED+24.2M shares(+365.5%)~$2.8B

QUALCOMM INC

📈

D.E. ShawAddedMSFT

INCREASED+7.4M shares(+1038.4%)~$2.7B

MICROSOFT CORP

📈

Geode CapitalAddedCAT

INCREASED+3.6M shares(+1107.9%)~$2.6B

CATERPILLAR INC

📈

Bank of NY MellonAddedNFLX

INCREASED+27.1M shares(+451267.2%)~$2.6B

NETFLIX INC

Showing moves with value change >$1M • Data from Q1 2026 13F filings