Datasets:

FinzData
/

sec-13f-institutional-ownership

period large_stringclasses 1 value	period_end date32	cusip large_stringlengths 9 9	ticker large_stringlengths 1 6 ⌀	issuer large_stringlengths 1 113	holders int64 0 6.21k	shares int64 0 16.8B	value_usd float64 0 3,354B	shares_prev float64 0 16.3B	shares_change float64 -799,975,729 3.67B	new_positions int64 0 2.06k	closed_positions int64 0 2.67k	increased int64 0 3.19k	decreased int64 0 2.94k	call_value_usd float64 0 279B ⌀	put_value_usd float64 0 518B ⌀
2026Q2	2026-06-30	67066G104	NVDA	NVIDIA CORPORATION	5,956	16,793,290,964	3,353,597,262,085.7603	16,322,359,050	470,931,914	305	213	2,990	2,342	95,828,266,648	100,717,448,063
2026Q2	2026-06-30	037833100	AAPL	APPLE INC	6,110	9,695,708,883	2,800,708,773,377.2397	9,488,081,092	207,627,791	198	199	2,583	2,937	58,570,280,831	49,611,923,888
2026Q2	2026-06-30	594918104	MSFT	MICROSOFT CORP	6,212	5,502,704,626	2,053,383,813,414.1965	5,387,783,816	114,920,810	229	233	3,194	2,428	104,713,364,489	49,890,146,483
2026Q2	2026-06-30	023135106	AMZN	AMAZON COM INC	6,125	7,243,313,547	1,724,822,896,245	6,990,699,182	252,614,365	304	195	2,926	2,416	52,415,356,530	39,822,634,272
2026Q2	2026-06-30	02079K305	GOOGL	ALPHABET INC	5,778	4,705,078,798	1,678,681,364,548.5	4,558,674,869	146,403,929	322	193	2,338	2,611	47,087,143,630	35,804,491,516
2026Q2	2026-06-30	11135F101	AVGO	BROADCOM INC	4,822	3,718,471,654	1,402,407,490,898	3,629,197,371	89,274,283	346	212	2,283	1,883	25,751,632,852	33,634,588,242
2026Q2	2026-06-30	02079K107	GOOG	ALPHABET INC	5,231	3,395,176,612	1,196,023,558,130.79	3,209,589,638	185,586,974	288	196	2,015	2,316	33,048,575,035	27,194,705,589
2026Q2	2026-06-30	595112103	MU	MICRON TECHNOLOGY INC	3,888	878,995,676	1,008,314,721,284.11	868,157,730	10,837,946	1,038	161	1,265	1,433	111,750,014,989	186,548,290,159
2026Q2	2026-06-30	30303M102	META	META PLATFORMS INC	5,055	1,703,557,896	959,609,989,009.36	1,663,891,266	39,666,630	236	275	2,460	1,912	60,452,750,441	36,381,171,153
2026Q2	2026-06-30	532457108	LLY	ELI LILLY & CO COM	4,618	787,973,411	943,306,831,411.88	777,580,412	10,392,999	413	174	2,207	1,479	21,023,834,340	15,903,608,809
2026Q2	2026-06-30	464287200	IVV	ISHARES TR	4,094	953,638,527	709,282,497,037.3002	846,713,920	106,924,607	242	144	1,830	1,465	2,282,299,281	2,283,448,624
2026Q2	2026-06-30	88160R101	TSLA	TESLA INC	4,286	1,687,489,547	708,176,750,866.24	1,605,411,214	82,078,333	300	215	2,087	1,370	76,275,362,667	73,736,643,561
2026Q2	2026-06-30	007903107	AMD	ADVANCED MICRO DEVICES INC COM	3,979	1,189,130,235	685,989,839,574.9673	1,104,775,136	84,355,099	985	198	1,277	1,460	60,521,784,953	76,334,282,571
2026Q2	2026-06-30	46625H100	JPM	JPMORGAN CHASE & CO	5,125	1,970,554,724	644,337,329,483.26	1,953,659,058	16,895,666	237	196	2,257	2,102	9,966,422,714	9,056,294,858
2026Q2	2026-06-30	84615Q103	SPCX	SPACE EXPLORATION TECHN CORP CLASS A COM STK	1,743	3,668,799,218	626,585,003,520.86	0	3,668,799,218	1,743	0	0	0	15,407,676,027	12,133,880,845
2026Q2	2026-06-30	92826C839	V	VISA INC	4,562	1,491,952,801	511,928,841,024	1,469,865,194	22,087,607	297	207	2,034	1,767	5,427,025,878	5,658,628,704
2026Q2	2026-06-30	458140100	INTC	INTEL CORP COM	3,553	3,524,091,026	489,846,556,502.3782	3,359,998,637	164,092,389	1,127	162	1,010	1,163	24,579,510,387	28,607,428,675
2026Q2	2026-06-30	038222105	AMAT	APPLIED MATLS INC COM	3,493	664,470,922	476,631,587,845	643,318,797	21,152,125	709	160	1,080	1,345	10,928,245,636	13,387,134,261
2026Q2	2026-06-30	084670702	BRK-B	BERKSHIRE HATHAWAY INC DEL	4,900	927,408,482	463,448,529,418.8398	912,776,914	14,631,568	225	193	2,008	1,987	14,165,514,333	7,463,452,620
2026Q2	2026-06-30	512807306	LRCX	LAM RESEARCH CORP	3,100	1,074,207,213	462,823,447,255.04	1,037,543,034	36,664,179	621	135	1,063	1,155	9,080,710,614	12,589,079,293
2026Q2	2026-06-30	478160104	JNJ	JOHNSON & JOHNSON COM	4,672	1,800,639,543	457,466,870,360.57	1,776,750,090	23,889,453	222	196	2,052	1,907	4,303,933,061	5,056,834,138
2026Q2	2026-06-30	78462F103	SPY	STATE STR SPDR S&P 500 ETF T	4,641	604,777,875	449,401,687,268.3248	569,052,802	35,725,073	254	197	1,806	1,920	278,926,136,050	518,153,653,151
2026Q2	2026-06-30	57636Q104	MA	MASTERCARD INCORPORATED CL A	3,607	773,021,704	396,769,635,547.4	769,173,985	3,847,719	204	222	1,379	1,558	3,220,908,614	2,717,240,240
2026Q2	2026-06-30	922908363	VOO	VANGUARD INDEX FDS	3,995	557,145,511	381,742,490,123.44	534,432,673	22,712,838	290	154	2,031	1,235	4,523,409,014	6,592,430,999
2026Q2	2026-06-30	17275R102	CSCO	CISCO SYS INC COM	4,067	3,176,942,407	372,109,674,305.6	3,111,799,980	65,142,427	494	167	1,347	1,848	4,934,733,332	4,402,291,879
2026Q2	2026-06-30	482480100	KLAC	KLA CORP	2,481	1,195,981,735	369,587,136,246	117,336,268	1,078,645,467	524	119	1,939	9	4,141,375,132	6,586,640,948
2026Q2	2026-06-30	874039100	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	3,559	770,740,106	365,398,825,363	771,683,321	-943,215	448	165	1,445	1,298	31,200,332,499	40,201,782,374
2026Q2	2026-06-30	30231G102	null	EXXON MOBIL CORP	3,870	2,660,304,301	364,078,122,881.4	2,742,087,073	-81,782,772	156	1,072	1,516	1,769	5,549,223,834	4,868,327,085
2026Q2	2026-06-30	149123101	CAT	CATERPILLAR INC	4,042	330,765,541	351,209,807,884.8	331,760,163	-994,622	450	168	1,436	1,593	10,651,744,977	13,006,699,549
2026Q2	2026-06-30	931142103	WMT	WALMART INC	4,396	2,971,134,086	336,649,663,428.64	2,902,898,703	68,235,383	206	262	1,878	1,844	4,224,559,696	5,547,715,236
2026Q2	2026-06-30	00287Y109	ABBV	ABBVIE INC COM	4,209	1,336,496,364	336,006,338,976	1,301,684,854	34,811,510	286	180	1,920	1,534	3,138,568,592	2,915,517,743
2026Q2	2026-06-30	91324P102	UNH	UNITEDHEALTH GROUP INC COM	3,372	786,898,892	325,699,923,487.7173	748,357,120	38,541,772	524	197	1,308	1,258	16,265,697,145	14,834,502,627
2026Q2	2026-06-30	369604301	GE	GE AEROSPACE COM NEW	3,415	826,391,374	308,126,204,008	815,413,552	10,977,822	395	186	1,427	1,151	3,411,508,441	3,174,513,819
2026Q2	2026-06-30	060505104	BAC	BANK OF AMER CORP COM	3,604	5,368,240,298	304,797,728,131.46	5,336,706,316	31,533,982	301	180	1,522	1,347	3,980,027,902	4,648,110,481
2026Q2	2026-06-30	22160K105	COST	COSTCO WHOLESALE CORPORATION COM	4,231	323,486,712	302,615,462,194.7639	320,544,426	2,942,286	200	229	1,726	1,724	7,450,727,435	8,482,582,737
2026Q2	2026-06-30	617446448	MS	MORGAN STANLEY COM NEW	2,729	1,348,748,529	281,725,617,909.8	1,328,038,708	20,709,821	355	132	1,101	940	2,818,202,080	3,225,230,720
2026Q2	2026-06-30	437076102	HD	HOME DEPOT INC	4,094	750,103,396	264,167,172,041.99982	729,840,363	20,263,033	212	257	1,695	1,774	4,165,184,881	3,569,123,930
2026Q2	2026-06-30	191216100	KO	COCA COLA CO	3,627	3,239,674,905	263,339,154,584.3801	3,186,548,498	53,126,407	223	171	1,570	1,368	2,729,490,034	2,285,464,173
2026Q2	2026-06-30	58933Y105	MRK	MERCK & CO INC COM	3,823	1,981,817,406	254,492,487,647.5	1,931,714,212	50,103,194	209	181	1,631	1,492	2,677,671,160	2,915,036,726
2026Q2	2026-06-30	80004C200	SNDK	SANDISK CORP	1,818	110,655,499	249,976,618,144.8243	113,253,771	-2,598,272	743	105	525	464	41,048,358,889	72,063,638,620
2026Q2	2026-06-30	36828A101	GEV	GE VERNOVA INC COM	3,439	212,470,209	248,486,781,742.27905	204,398,266	8,071,943	483	180	1,472	1,003	7,671,006,364	9,399,751,197
2026Q2	2026-06-30	64110L106	NFLX	NETFLIX INC.	3,373	3,403,172,769	244,109,317,608.76	3,418,166,782	-14,994,013	200	456	1,496	1,382	12,095,258,504	11,185,357,344
2026Q2	2026-06-30	166764100	CVX	CHEVRON CORPORATION	4,118	1,468,177,957	243,732,294,819.567	1,443,587,918	24,590,039	164	341	1,808	1,725	3,374,213,372	2,657,389,842
2026Q2	2026-06-30	882508104	TXN	TEXAS INSTRS INC COM	2,849	817,044,841	241,837,460,165	806,061,548	10,983,293	521	127	1,049	954	2,774,555,862	3,183,501,742
2026Q2	2026-06-30	742718109	PG	PROCTER & GAMBLE CO COM	4,014	1,633,747,736	239,539,298,440.88	1,602,253,279	31,494,457	193	191	1,659	1,716	2,476,193,378	2,068,892,644
2026Q2	2026-06-30	718172109	PM	PHILIP MORRIS INTL INC COM	2,920	1,309,159,791	236,944,432,891.25116	1,297,210,844	11,948,947	223	170	1,241	1,006	1,010,926,529	1,320,886,088
2026Q2	2026-06-30	697435105	PANW	PALO ALTO NETWORKS INC	2,902	669,630,883	227,443,287,705.04	645,879,434	23,751,449	599	170	946	1,127	9,131,009,410	8,739,720,320
2026Q2	2026-06-30	38141G104	GS	GOLDMAN SACHS GROUP INC COM	3,163	215,242,562	217,476,072,439	215,038,041	204,521	294	135	1,255	1,145	13,859,044,582	11,934,132,928
2026Q2	2026-06-30	573874104	MRVL	MARVELL TECHNOLOGY INC COM	2,207	698,734,953	207,200,655,581	712,024,394	-13,289,441	798	132	629	645	13,961,057,080	20,874,323,617
2026Q2	2026-06-30	958102105	WDC	WESTERN DIGITAL CORP COM	1,846	323,336,007	206,277,935,905.32	334,824,035	-11,488,028	535	108	597	599	7,537,756,564	21,521,295,555
2026Q2	2026-06-30	75513E101	RTX	RTX CORPORATION COM	3,442	1,082,579,103	205,311,394,089.09	1,060,867,623	21,711,480	216	242	1,502	1,291	1,308,481,943	1,491,948,001
2026Q2	2026-06-30	032095101	APH	AMPHENOL CORP CL A	2,322	1,168,751,857	205,045,279,569.181	1,156,947,606	11,804,251	375	181	981	776	1,115,508,018	931,237,381
2026Q2	2026-06-30	G54950103	null	LINDE PLC SHS	2,314	393,278,542	204,577,862,394.27332	388,292,866	4,985,676	212	160	1,001	773	898,156,084	1,830,405,168
2026Q2	2026-06-30	922908769	VTI	VANGUARD INDEX FDS	3,676	542,765,619	199,823,161,640.84	729,828,444	-187,062,825	235	133	1,615	1,332	638,271,158	411,552,592
2026Q2	2026-06-30	025816109	AXP	AMERICAN EXPRESS CO COM	2,996	578,518,150	195,691,512,420	578,487,569	30,581	259	165	1,207	1,059	2,078,899,158	1,940,889,119
2026Q2	2026-06-30	949746101	WFC	WELLS FARGO & CO	2,867	2,339,153,580	193,304,154,959.56	2,315,462,314	23,691,266	207	158	1,083	1,138	2,232,827,379	3,196,712,819
2026Q2	2026-06-30	68389X105	ORCL	ORACLE CORP COM	3,514	1,298,744,180	190,296,741,657	1,209,909,116	88,835,064	251	235	1,555	1,331	11,030,188,086	15,016,109,383
2026Q2	2026-06-30	172967424	C	CITIGROUP INC COM NEW	2,628	1,338,127,965	187,150,660,872.6	1,329,700,469	8,427,496	297	138	1,030	983	5,307,305,554	6,585,575,450
2026Q2	2026-06-30	G7997R103	null	SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	1,951	187,822,158	180,787,608,748	189,593,898	-1,771,740	578	88	623	599	5,554,965,922	17,194,430,745
2026Q2	2026-06-30	46090E103	QQQ	INVESCO QQQ TRUST SERIES I	3,993	245,035,532	180,099,307,172.2	236,561,578	8,473,954	351	194	1,625	1,471	196,182,663,366	277,228,507,566
2026Q2	2026-06-30	084670108	BRK.A	BERKSHIRE HATHAWAY INC DEL	1,417	307,927	176,723,479,279	172,477	135,450	59	68	86	183	null	null
2026Q2	2026-06-30	032654105	ADI	ANALOG DEVICES INC COM	2,277	442,608,303	175,377,711,898	434,665,097	7,943,206	310	151	871	818	1,718,984,073	1,791,752,990
2026Q2	2026-06-30	459200101	IBM	INTERNATIONAL BUSINESS MACHS	3,625	613,536,284	172,198,897,290.25	593,418,804	20,117,480	338	199	1,629	1,240	5,216,895,912	4,980,283,461
2026Q2	2026-06-30	921943858	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	2,991	2,408,791,259	171,460,982,595.5	2,402,797,772	5,993,487	213	127	1,469	994	52,375,875	23,954,250
2026Q2	2026-06-30	69608A108	PLTR	PALANTIR TECHNOLOGIES INC CL A	2,840	1,449,653,845	169,291,861,047.59	1,356,192,325	93,461,520	217	374	1,264	1,105	13,628,922,474	16,301,285,028
2026Q2	2026-06-30	883556102	TMO	THERMO FISHER SCIENTIFIC INC COM	2,615	336,187,606	169,275,323,394	333,293,371	2,894,235	202	192	925	1,160	932,612,277	946,933,672
2026Q2	2026-06-30	46432F842	IEFA	ISHARES CORE MSCI EAFE ETF	2,449	1,681,121,636	162,029,551,436	1,644,666,007	36,455,629	163	126	1,227	760	7,591,188	1,487,332
2026Q2	2026-06-30	031162100	AMGN	AMGEN INC COM	3,145	447,140,288	161,785,390,066.11853	439,710,237	7,430,051	177	176	1,271	1,225	1,633,905,695	2,128,177,658
2026Q2	2026-06-30	95040Q104	WELL	WELLTOWER INC COM	1,591	708,718,836	160,753,675,612.49353	674,689,541	34,029,295	205	105	671	480	950,391,481	687,008,941
2026Q2	2026-06-30	219350105	GLW	CORNING INC	2,670	630,828,277	160,557,653,376	610,528,995	20,299,282	574	162	898	950	4,012,609,039	4,177,262,258
2026Q2	2026-06-30	65339F101	NEE	NEXTERA ENERGY INC COM	3,033	1,768,495,332	155,364,184,698.36884	1,729,476,807	39,018,525	190	201	1,398	1,073	1,817,257,945	1,661,452,464
2026Q2	2026-06-30	747525103	QCOM	QUALCOMM INC COM	3,017	842,285,005	155,171,846,746.22	846,359,479	-4,074,474	466	180	939	1,345	6,019,656,929	6,811,793,777
2026Q2	2026-06-30	872540109	TJX	TJX COS INC NEW COM	2,743	1,018,304,145	154,369,374,457	1,002,207,497	16,096,648	186	180	1,202	1,038	784,528,246	757,064,166
2026Q2	2026-06-30	040413205	ANET	ARISTA NETWORKS INC COM SHS	2,239	900,257,493	152,629,058,174.2	877,389,639	22,867,854	372	155	953	730	1,856,297,756	2,096,986,213
2026Q2	2026-06-30	G0593M107	null	ASTRAZENECA PLC ORD	1,472	807,638,692	151,794,553,034.69485	756,497,383	51,141,309	280	136	517	475	598,433,592	1,094,542,763
2026Q2	2026-06-30	N07059210	null	ASML HLDG NV N Y REGISTRY SHS	2,500	76,305,696	150,594,299,314.04	73,307,950	2,997,746	440	139	921	792	9,057,735,757	11,575,213,944
2026Q2	2026-06-30	713448108	PEP	PEPSICO INC COM	3,400	1,084,277,112	147,064,756,512.4	1,056,594,351	27,682,761	153	309	1,334	1,525	2,368,578,190	1,519,160,885
2026Q2	2026-06-30	907818108	UNP	UNION PAC CORP COM	2,877	529,768,043	144,011,250,227	518,474,312	11,293,731	238	140	1,206	985	1,136,421,673	754,537,949
2026Q2	2026-06-30	22788C105	CRWD	CROWDSTRIKE HLDGS INC CL A	2,451	193,032,326	143,606,387,648	180,874,641	12,157,685	525	160	857	852	9,814,083,786	9,810,577,493
2026Q2	2026-06-30	922908736	VUG	VANGUARD MORNINGSTAR GROWTH ETF	2,884	1,660,127,850	143,549,104,972	288,324,941	1,371,802,909	278	129	2,555	33	165,078,696	146,155,710
2026Q2	2026-06-30	580135101	MCD	MCDONALDS CORP COM	3,458	528,035,621	142,736,290,899.76	528,074,291	-38,670	173	307	1,344	1,497	2,050,531,477	2,125,868,644
2026Q2	2026-06-30	375558103	GILD	GILEAD SCIENCES INC COM	2,274	1,114,443,756	140,900,950,538	1,089,508,112	24,935,644	152	202	952	855	1,235,940,438	743,245,586
2026Q2	2026-06-30	G29183103	null	EATON CORP PLC SHS	2,662	331,467,494	140,450,444,586.8706	325,842,699	5,624,795	293	152	1,112	914	1,403,415,933	1,662,236,641
2026Q2	2026-06-30	46434G103	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	2,404	1,683,186,108	139,134,504,284.53842	1,697,687,486	-14,501,378	223	118	969	955	17,015,336	9,949,084
2026Q2	2026-06-30	808513105	SCHW	SCHWAB CHARLES CORP COM	2,307	1,442,119,322	133,910,638,926.13	1,411,660,382	30,458,940	170	197	903	955	1,131,282,564	1,301,872,253
2026Q2	2026-06-30	780087102	RY	ROYAL BK CDA COM	982	617,861,592	129,834,488,825	605,503,526	12,358,066	124	88	323	327	1,492,112,217	927,299,185
2026Q2	2026-06-30	922908744	VTV	VANGUARD MORNINGSTAR VALUE ETF	2,792	595,248,939	129,431,203,167.64217	585,019,972	10,228,967	220	142	1,238	899	40,404,222	48,816,320
2026Q2	2026-06-30	097023105	BA	BOEING CO COM	2,619	598,235,738	129,414,150,481	586,045,715	12,190,023	261	164	1,066	845	5,668,461,395	6,276,985,745
2026Q2	2026-06-30	244199105	DE	DEERE & CO	2,648	203,358,369	128,728,750,350.02	194,617,475	8,740,894	228	176	1,019	887	1,651,711,404	1,672,031,258
2026Q2	2026-06-30	09857L108	BKNG	BOOKING HOLDINGS INC COM	1,921	720,920,596	128,636,309,217.68	32,042,727	688,877,869	191	185	1,688	33	5,653,464,923	4,145,931,038
2026Q2	2026-06-30	254687106	DIS	DISNEY WALT CO COM	2,929	1,326,709,097	127,939,000,959.75	1,298,054,204	28,654,893	157	237	1,042	1,372	2,397,611,367	1,936,649,864
2026Q2	2026-06-30	002824100	ABT	ABBOTT LABORATORIES COM	2,964	1,380,875,425	125,449,347,913.48	1,379,220,286	1,655,139	192	339	1,059	1,379	1,139,389,517	1,116,840,960
2026Q2	2026-06-30	464287226	AGG	ISHARES TR	2,084	1,240,108,199	122,653,079,015	1,233,707,828	6,400,371	144	143	1,021	682	11,689,898	150,231,844
2026Q2	2026-06-30	46120E602	ISRG	INTUITIVE SURGICAL INC COM NEW	2,246	306,867,645	122,330,697,451.92	300,651,436	6,216,209	180	252	903	881	1,901,373,943	1,719,254,533
2026Q2	2026-06-30	92343V104	VZ	VERIZON COMMUNICATIONS INC COM	3,138	2,870,464,343	121,732,998,485	2,783,762,068	86,702,275	168	306	1,430	1,255	1,738,338,903	1,953,088,174
2026Q2	2026-06-30	90353T100	UBER	UBER TECHNOLOGIES INC COM	2,424	1,686,396,084	121,723,130,283	1,667,481,585	18,914,499	220	240	967	989	3,154,605,400	3,756,614,949
2026Q2	2026-06-30	92532F100	VRTX	VERTEX PHARMACEUTICALS INC COM	1,753	242,243,512	120,119,401,862.95	237,778,611	4,464,901	193	136	706	618	680,105,295	709,032,402
2026Q2	2026-06-30	74340W103	PLD	PROLOGIS INC. COM	1,732	882,727,135	119,656,490,712.41403	873,115,302	9,611,833	164	108	804	547	325,959,502	383,473,182
2026Q2	2026-06-30	H1467J104	null	CHUBB LIMITED COM	2,154	348,949,322	118,910,737,407.96	351,548,898	-2,599,576	177	138	845	802	564,891,532	410,732,289
2026Q2	2026-06-30	126650100	CVS	CVS HEALTH CORP COM	2,064	1,140,609,707	117,664,114,277.5	1,105,382,977	35,226,730	323	136	778	732	1,849,863,703	1,383,653,920

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SEC 13F institutional ownership, 2026Q2

Institutional ownership of US-listed securities for the 2026Q2 quarter (quarter end 2026-06-30), built by FinzData from public SEC Form 13F filings.

File	Rows	What it holds
`data/ownership.parquet`	23,390	One row per security: managers holding it, shares, reported value, shares vs the prior quarter, new / closed / increased / decreased positions, call and put value
`data/managers.parquet`	8,856	One row per filer: CIK, name, filing date, positions and reported value

import pandas as pd
own = pd.read_parquet("hf://datasets/FinzData/sec-13f-institutional-ownership/data/ownership.parquet")
own.sort_values("value_usd", ascending=False).head(10)

About 13F

Managers with at least $100 million in qualifying US securities file Form 13F within 45 days of quarter end. Filings list long positions and listed options (as put/call rows); short positions are not reported. Values are as reported by the filers.

Full history

This sample is the latest quarter only. Every quarter since 2013 Q2, each manager's full book with weights and every holder of every stock are available through the FinzData API and Python client (pip install finzdata): see the 13F guide and finzdata.com/13f.

Source: U.S. Securities and Exchange Commission, Form 13F filings. Compiled by FinzData. Not investment advice.

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