Activity
In Q2 2026, tracked institutional managers reported $50.91B of net buying and $49.76B of net selling across SEC Form 13F filings.
This page rolls up how the focused investors we track traded as a group in the latest quarter, so you can see what they bought into and stepped away from together.
Across Q2 2026 they added $50.91B of net buying and $49.76B of net selling.
- Source
- Aggregate SEC 13F activity
- Period
- Q2 2026
- Coverage
- 82 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-15.
Top buys
These are the stocks the tracked managers bought into most heavily this quarter, ranked by the net dollar value added after offsetting any managers who trimmed the same name. It answers where the group put fresh money to work.
| 1 | GOOG | ALPHABET INC | 0 | 9 | +22,583,680 | +$7.98B |
| 2 | GOOGL | Alphabet Inc | 1 | 4 | +8,645,006 | +$3.09B |
| 3 | V | Visa, Inc. | 3 | 11 | +5,685,926 | +$1.95B |
| 4 | META | META PLATFORMS INC | 3 | 11 | +2,946,256 | +$1.66B |
| 5 | FDXF | FEDEX HOLDINGS CO INC | 5 | 0 | +10,791,526 | +$1.63B |
| 6 | DAL | Delta Air Lines Inc | 1 | 2 | +17,045,423 | +$1.6B |
| 7 | CCL | CARNIVAL CORP LTD | 2 | 0 | +55,490,559 | +$1.59B |
| 8 | ROP | Roper Technologies, Inc. | 1 | 2 | +4,555,900 | +$1.54B |
| 9 | HD | The Home Depot, Inc. | 2 | 4 | +4,005,886 | +$1.41B |
| 10 | NFLX | NETFLIX INC. | 4 | 2 | +19,055,811 | +$1.36B |
| 11 | TMO | Thermo Fisher Scientific Inc | 2 | 6 | +2,635,561 | +$1.32B |
| 12 | STX | Seagate Technology Hldngs Pl | 3 | 1 | +1,357,719 | +$1.31B |
| 13 | MA | MASTERCARD INCORPORATED | 2 | 5 | +2,306,086 | +$1.18B |
| 14 | BDX | Becton Dickinson & Co (BDX) | 1 | 4 | +7,785,139 | +$1.18B |
| 15 | YNDX | NEBIUS GROUP N.V. | 1 | 0 | +4,258,008 | +$1.18B |
| 16 | DVN | DEVON ENERGY CORP | 1 | 3 | +26,391,505 | +$1.09B |
| 17 | BKNG | Booking Holdings, Inc. | 2 | 2 | +6,081,487 | +$1.08B |
| 18 | VMC | Vulcan Materials Co. | 2 | 1 | +3,132,167 | +$924.02M |
| 19 | AJG | Arthur J Gallagher & Co. | 2 | 2 | +3,822,516 | +$877.53M |
| 20 | RACE | FERRARI N V | 1 | 0 | +2,164,146 | +$802.35M |
| 21 | PDD | PDD HOLDINGS INC | 0 | 3 | +10,297,486 | +$785.49M |
| 22 | MLM | MARTIN MARIETTA MATLS INC | 1 | 1 | +1,312,660 | +$757.01M |
| 23 | EQH | EQUITABLE HLDGS INC | 1 | 2 | +15,956,996 | +$700.19M |
| 24 | GEHC | GE HealthCare Technologies, Inc. | 1 | 4 | +10,761,598 | +$688.85M |
| 25 | CBRS | CEREBRAS SYSTEMS INC | 1 | 0 | +2,999,000 | +$662.78M |
| 26 | KKR | KKR & Co., Inc. | 2 | 1 | +7,049,890 | +$647.04M |
| 27 | HHH | HOWARD HUGHES HOLDINGS INC | 0 | 1 | +9,000,000 | +$643.41M |
| 28 | ACN | ACCENTURE PLC IRELAND | 3 | 2 | +4,878,337 | +$607.06M |
| 29 | AMD | Advanced Micro Devices Inc | 4 | 1 | +1,024,491 | +$595.14M |
| 30 | TTMI | TTM TECHNOLOGIES INC | 3 | 0 | +3,179,174 | +$594.57M |
| 31 | TEL | TE Connectivity PLC | 2 | 4 | +2,862,167 | +$577.04M |
| 32 | SPGI | S&P Global, Inc. | 5 | 4 | +1,403,455 | +$571.57M |
| 33 | UNP | UNION PACIFIC CORP | 1 | 3 | +2,011,944 | +$547.25M |
| 34 | TRU | TransUnion | 0 | 1 | +7,506,544 | +$541.52M |
| 35 | MMC | Marsh, Inc. | 0 | 2 | +3,081,951 | +$513.67M |
| 36 | STRL | STERLING INFRASTRUCTURE INC | 1 | 0 | +607,090 | +$509.57M |
| 37 | GEV | GE Vernova, Inc. | 4 | 0 | +425,045 | +$499.37M |
| 38 | IEP | Icahn Enterprises LP | 0 | 1 | +68,992,804 | +$497.44M |
| 39 | SNOW | SNOWFLAKE INC | 2 | 0 | +1,937,848 | +$493.18M |
| 40 | MSCI | MSCI INC | 1 | 0 | +871,488 | +$488.07M |
| 41 | SYY | SYSCO CORP | 1 | 2 | +5,811,306 | +$485.61M |
| 42 | ONON | ON HLDG AG | 2 | 0 | +13,251,100 | +$469.35M |
| 43 | EGO | ELDORADO GOLD CORP | 1 | 0 | +13,746,506 | +$427M |
| 44 | PFGC | PERFORMANCE FOOD GROUP CO | 2 | 2 | +3,811,107 | +$426.04M |
| 45 | TJX | TJX COS INC NEW | 1 | 2 | +2,748,519 | +$416.4M |
| 46 | DLR | DIGITAL RLTY TR INC | 1 | 0 | +2,304,875 | +$413.91M |
| 47 | WDAY | WORKDAY INC | 1 | 2 | +3,368,171 | +$412.33M |
| 48 | UBER | UBER TECHNOLOGIES INC | 1 | 4 | +5,567,590 | +$401.76M |
| 49 | MAIR | MADISON AIR SOLUTIONS CORP | 1 | 0 | +10,196,486 | +$397.66M |
| 50 | DG | DOLLAR GEN CORP | 0 | 3 | +3,376,901 | +$388.72M |
Top sells
These are the stocks the tracked managers reduced or exited most heavily this quarter, ranked by the net dollar value removed after offsetting any managers who added to the same name. It answers where the group pulled money out.
| 1 | AVGO | BROADCOM INC | 2 | 6 | -6,578,366 | -$2.48B |
| 2 | FDX | FEDEX CORP. | 4 | 6 | -6,272,523 | -$1.96B |
| 3 | AAPL | APPLE INC | 3 | 13 | -6,295,422 | -$1.82B |
| 4 | NVDA | NVIDIA CORPORATION | 2 | 10 | -8,464,595 | -$1.69B |
| 5 | BAC | Bank of America Corp | 2 | 9 | -29,462,448 | -$1.68B |
| 6 | MSFT | Microsoft Corp. | 5 | 16 | -4,452,306 | -$1.66B |
| 7 | TXN | TEXAS INSTRS INC | 1 | 10 | -5,107,164 | -$1.52B |
| 8 | TSM | Taiwan Semiconductor Manufac | 1 | 15 | -3,142,165 | -$1.5B |
| 9 | CRS | CARPENTER TECHNOLOGY CORP | 1 | 3 | -2,286,696 | -$1.41B |
| 10 | CTRA | Coterra Energy Inc. | 2 | 0 | -39,248,272 | -$1.38B |
| 11 | AMAT | APPLIED MATLS INC | 0 | 8 | -1,892,675 | -$1.37B |
| 12 | CCL | CARNIVAL CORP | 2 | 0 | -50,817,941 | -$1.32B |
| 13 | GS | The Goldman Sachs Group, Inc. | 2 | 3 | -1,253,250 | -$1.27B |
| 14 | PSX | PHILLIPS 66 | 0 | 4 | -7,399,908 | -$1.25B |
| 15 | COF | CAPITAL ONE FINL CORP | 2 | 5 | -6,017,275 | -$1.21B |
| 16 | BK | BANK OF NEW YORK MELLON CORP | 0 | 7 | -7,922,025 | -$1.15B |
| 17 | ENTG | Entegris Inc | 1 | 5 | -5,791,944 | -$1.04B |
| 18 | NSC | Norfolk Southern Corp. | 0 | 2 | -3,249,747 | -$1.02B |
| 19 | ADI | Analog Devices, Inc. | 1 | 9 | -2,540,640 | -$1.01B |
| 20 | NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | 0 | 3 | -6,195,834 | -$971.01M |
| 21 | NOK | NOKIA CORP | 1 | 1 | -69,614,920 | -$924.49M |
| 22 | CSX | CSX Corporation | 1 | 2 | -19,154,970 | -$910.44M |
| 23 | VST | VISTRA CORP | 1 | 0 | -5,411,769 | -$858.47M |
| 24 | TSLA | TESLA INC | 2 | 3 | -1,984,990 | -$834.89M |
| 25 | MU | MICRON TECHNOLOGY INC | 1 | 2 | -711,830 | -$821.66M |
| 26 | STT | State Street Corp. | 0 | 3 | -4,841,637 | -$821.14M |
| 27 | IBKR | INTERACTIVE BROKERS GROUP IN | 0 | 3 | -9,056,559 | -$788.28M |
| 28 | PNC | PNC FINANCIAL SERVICES GROUP INC. | 1 | 3 | -3,071,722 | -$756.32M |
| 29 | UNH | UNITEDHEALTH GROUP | 4 | 8 | -1,784,344 | -$741.63M |
| 30 | LYB | LYONDELLBASELL INDUSTRIES NV | 2 | 0 | -13,867,562 | -$730.13M |
| 31 | MTD | Mettler Toledo | 1 | 1 | -565,972 | -$723.03M |
| 32 | SUNB | Sunbelt Rentals Holdings, Inc. | 0 | 7 | -9,594,061 | -$718.08M |
| 33 | TLN | TALEN ENERGY CORP | 1 | 1 | -1,817,256 | -$698.3M |
| 34 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1 | 9 | -1,339,685 | -$670.37M |
| 35 | CP | CANADIAN PACIFIC KANSAS CITY | 0 | 4 | -7,729,804 | -$669.58M |
| 36 | ASML | ASML HLDG NV | 0 | 4 | -335,447 | -$667.33M |
| 37 | BN | Brookfield Corp. | 0 | 4 | -15,573,100 | -$663.26M |
| 38 | MPC | MARATHON PETE CORP | 0 | 1 | -2,576,961 | -$658.85M |
| 39 | HUM | Humana, Inc. | 1 | 2 | -1,645,644 | -$653.68M |
| 40 | SNDK | Sandisk Corp | 1 | 2 | -284,190 | -$646.17M |
| 41 | EXPD | EXPEDITORS INTL WASH INC | 0 | 1 | -3,924,197 | -$639.57M |
| 42 | GLW | Corning, Inc. | 3 | 4 | -2,503,835 | -$639.55M |
| 43 | WAT | WATERS CORP | 1 | 5 | -1,666,223 | -$624.9M |
| 44 | CLS | CELESTICA INC | 2 | 1 | -1,692,266 | -$617.42M |
| 45 | DIS | DISNEY WALT COMPANY HOLDING CO | 4 | 10 | -6,388,522 | -$614.9M |
| 46 | AON | Aon PLC | 1 | 3 | -1,848,059 | -$612.98M |
| 47 | KR | KROGER CO | 1 | 2 | -11,010,239 | -$611.4M |
| 48 | SNX | TD SYNNEX CORPORATION | 0 | 3 | -2,178,778 | -$582.47M |
| 49 | CLH | CLEAN HARBORS INC | 1 | 1 | -1,913,460 | -$571.65M |
| 50 | SUI | Sun Communities, Inc. | 0 | 3 | -4,766,200 | -$571.52M |