13F Holdings and Institutional Ownership
Research 13F institutional ownership signals, top holders, ownership changes, ETF exposure, and related InvestLog AI stock notes.
13F Holdings and Institutional Ownership collects InvestLog AI research notes and data pages that are built around concrete market signals. Each linked article or stock page is meant to show dates, numbers, and evidence boundaries so investors can use the signal as research context rather than a recommendation.
What This Research Covers
13F holdings research turns quarterly institutional disclosures into ownership context: who owns the stock, how large the reported position is, and whether recent filings point to concentration or rotation.
Because 13F data is delayed, InvestLog treats it as positioning evidence rather than a live trading signal. It is most useful when compared across managers, quarters, and related ETF exposure.
Evidence To Check
- Reported institutional holders and position size
- Quarterly filing period and reporting delay
- Ownership changes and concentration where available
- Related ETF exposure and high-intent stock research notes
Interpretation Limits
- 13F filings do not show current intraday ownership.
- Short positions, derivatives detail, and complete portfolio intent may be missing from a 13F view.
Latest Research Notes
Recent InvestLog AI articles matching this signal category.
Franklin Templeton Q1 2026 13F: top 20 holdings and quarterly changes
Franklin Templeton's Q1 2026 13F reported about $400.49B in US-listed long equity/ETF positions; the top 20 represented 33.5% of reported value. Quarter changes: 199 new, 1028 increased, 598 decreased, 186 closed.
Capital International Investors Q1 2026 13F: top 20 holdings and quarterly changes
Capital International Investors' Q1 2026 13F reported about $422.45B in US-listed long equity/ETF positions; the top 20 represented 45.1% of reported value. Quarter changes: 48 new, 72 increased, 206 decreased, 66 closed.
Ameriprise Financial Q1 2026 13F: top 20 holdings and quarterly changes
Ameriprise Financial's Q1 2026 13F reported about $427.82B in US-listed long equity/ETF positions; the top 20 represented 26.7% of reported value. Quarter changes: 143 new, 986 increased, 1084 decreased, 244 closed.
Legal & General Group Q1 2026 13F: top 20 holdings and quarterly changes
Legal & General Group's Q1 2026 13F reported about $431.22B in US-listed long equity/ETF positions; the top 20 represented 40.4% of reported value. Quarter changes: 30 new, 279 increased, 1116 decreased, 109 closed.
Wells Fargo Q1 2026 13F: top 20 holdings and quarterly changes
Wells Fargo's Q1 2026 13F reported about $458.24B in US-listed long equity/ETF positions; the top 20 represented 30.3% of reported value. Quarter changes: 299 new, 1289 increased, 2467 decreased, 351 closed.
Dimensional Fund Advisors Q1 2026 13F: top 20 holdings and quarterly changes
Dimensional Fund Advisors' Q1 2026 13F reported about $478.40B in US-listed long equity/ETF positions; the top 20 represented 22.4% of reported value. Quarter changes: 69 new, 600 increased, 404 decreased, 141 closed.
UBS Asset Management Americas Q1 2026 13F: top 20 holdings and quarterly changes
UBS Asset Management Americas' Q1 2026 13F reported about $479.23B in US-listed long equity/ETF positions; the top 20 represented 40.7% of reported value. Quarter changes: 575 new, 1356 increased, 259 decreased, 106 closed.
Royal Bank of Canada Q1 2026 13F: top 20 holdings and quarterly changes
Royal Bank of Canada's Q1 2026 13F reported about $525.19B in US-listed long equity/ETF positions; the top 20 represented 32.6% of reported value. Quarter changes: 306 new, 1763 increased, 1984 decreased, 510 closed.
Wellington Management Q1 2026 13F: top 20 holdings and quarterly changes
Wellington Management's Q1 2026 13F reported about $531.18B in US-listed long equity/ETF positions; the top 20 represented 33.7% of reported value. Quarter changes: 135 new, 512 increased, 539 decreased, 157 closed.
BNY Mellon Q1 2026 13F: top 20 holdings and quarterly changes
BNY Mellon's Q1 2026 13F reported about $539.59B in US-listed long equity/ETF positions; the top 20 represented 33.6% of reported value. Quarter changes: 140 new, 600 increased, 427 decreased, 170 closed.
UBS Group Q1 2026 13F: top 20 holdings and quarterly changes
UBS Group's Q1 2026 13F reported about $560.97B in US-listed long equity/ETF positions; the top 20 represented 22.0% of reported value. Quarter changes: 655 new, 3306 increased, 2102 decreased, 822 closed.
Capital Research Global Investors Q1 2026 13F: top 20 holdings and quarterly changes
Capital Research Global Investors' Q1 2026 13F reported about $641.31B in US-listed long equity/ETF positions; the top 20 represented 49.4% of reported value. Quarter changes: 61 new, 162 increased, 103 decreased, 43 closed.
Charles Schwab Investment Management Q1 2026 13F: top 20 holdings and quarterly changes
Charles Schwab Investment Management's Q1 2026 13F reported about $646.18B in US-listed long equity/ETF positions; the top 20 represented 32.2% of reported value. Quarter changes: 73 new, 424 increased, 411 decreased, 126 closed.
Invesco Q1 2026 13F: top 20 holdings and quarterly changes
Invesco's Q1 2026 13F reported about $649.00B in US-listed long equity/ETF positions; the top 20 represented 24.8% of reported value. Quarter changes: 98 new, 1073 increased, 799 decreased, 156 closed.
Capital World Investors Q1 2026 13F: top 20 holdings and quarterly changes
Capital World Investors' Q1 2026 13F reported about $724.52B in US-listed long equity/ETF positions; the top 20 represented 41.1% of reported value. Quarter changes: 104 new, 184 increased, 122 decreased, 62 closed.
Northern Trust Q1 2026 13F: top 20 holdings and quarterly changes
Northern Trust's Q1 2026 13F reported about $754.28B in US-listed long equity/ETF positions; the top 20 represented 36.9% of reported value. Quarter changes: 102 new, 573 increased, 256 decreased, 219 closed.
Goldman Sachs Q1 2026 13F: top 20 holdings and quarterly changes
Goldman Sachs' Q1 2026 13F reported about $757.82B in US-listed long equity/ETF positions; the top 20 represented 31.3% of reported value. Quarter changes: 453 new, 2268 increased, 1180 decreased, 440 closed.
T. Rowe Price Q1 2026 13F: top 20 holdings and quarterly changes
T. Rowe Price's Q1 2026 13F reported about $860.37B in US-listed long equity/ETF positions; the top 20 represented 43.0% of reported value. Quarter changes: 114 new, 1604 increased, 469 decreased, 108 closed.
Bank of America Q1 2026 13F: top 20 holdings and quarterly changes
Bank of America's Q1 2026 13F reported about $1.36T in US-listed long equity/ETF positions; the top 20 represented 27.0% of reported value. Quarter changes: 71 new, 2149 increased, 1219 decreased, 1462 closed.
JPMorgan Chase Q1 2026 13F: top 20 holdings and quarterly changes
JPMorgan Chase's Q1 2026 13F reported about $1.47T in US-listed long equity/ETF positions; the top 20 represented 34.4% of reported value. Quarter changes: 462 new, 2069 increased, 1568 decreased, 357 closed.
Geode Capital Management Q1 2026 13F: top 20 holdings and quarterly changes
Geode Capital Management's Q1 2026 13F reported about $1.60T in US-listed long equity/ETF positions; the top 20 represented 39.8% of reported value. Quarter changes: 133 new, 958 increased, 160 decreased, 178 closed.
Morgan Stanley Q1 2026 13F: top 20 holdings and quarterly changes
Morgan Stanley's Q1 2026 13F reported about $1.65T in US-listed long equity/ETF positions; the top 20 represented 29.4% of reported value. Quarter changes: 289 new, 2040 increased, 2054 decreased, 398 closed.
Fidelity Q1 2026 13F: top 20 holdings and quarterly changes
Fidelity's Q1 2026 13F reported about $1.85T in US-listed long equity/ETF positions; the top 20 represented 42.1% of reported value. Quarter changes: 207 new, 1927 increased, 1201 decreased, 283 closed.
State Street Q1 2026 13F: top 20 holdings and quarterly changes
State Street's Q1 2026 13F reported about $2.88T in US-listed long equity/ETF positions; the top 20 represented 38.4% of reported value. Quarter changes: 67 new, 645 increased, 154 decreased, 153 closed.
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How To Read This Signal
What does a 13F holdings page show?
It shows institutional ownership context from reported holdings, including top holders, position size, and ownership changes when available.
Are 13F filings real-time?
No. 13F filings are delayed quarterly disclosures. They are useful for institutional positioning, not intraday trading.