Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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Ninety One SA Sells Out of iShares U.S. Treasury Bond ETF GOVT
Ninety One SA has sold its entire position in the iShares U.S. Treasury Bond ETF, marking a complete exit.
Ninety One UK Cuts Position in Zillow Group, Inc.
Ninety One UK has reduced its stake in Zillow Group by over 2.7 million shares, reflecting a significant cut in its investment.
Ninety One UK Cuts Stake in Nu Holdings Ltd. (NU)
Ninety One UK reduces its position in Nu Holdings to 5.3 million shares.
WealthPlan Investment Management Takes New Position in JPMorgan BetaBuilders Japan ETF
The firm disclosed a new stake in the JPMorgan BetaBuilders Japan ETF, totaling over $8 million.
Curated Wealth Partners Reduces Position in Comfort Systems USA
Curated Wealth Partners has reduced its stake in Comfort Systems USA significantly, reflecting a strategic move in its investment approach.
Curated Wealth Partners Slashes Stake in Target Corporation
Curated Wealth Partners cut its holdings in Target Corporation significantly during the recent period, according to an SEC filing.
Ninety One North America Sells Out of Nu Holdings Ltd.
Ninety One North America has completely exited its position in Nu Holdings Ltd., reflecting a shift in strategy.
Charles Schwab Trust Takes New Position in Advanced Micro Devices
Charles Schwab Trust has opened a new position in Advanced Micro Devices, acquiring 600 shares valued at $367,056.
Charles Schwab Trust Takes New Position in Coca-Cola
Charles Schwab Trust has initiated a new stake in The Coca-Cola Company, acquiring 4,625 shares valued at $398,120.
Charles Schwab Trust Takes New Position in Valero Energy
Charles Schwab Trust disclosed a new stake in Valero Energy Corporation, acquiring 1,100 shares valued at $426,371.
Charles Schwab Trust Takes New Position in Columbia Sportswear
Charles Schwab Trust has acquired 8,000 shares of Columbia Sportswear in a new position valued at approximately $459,280.
Charles Schwab Trust Takes New Position in Tesla, Inc.
Charles Schwab Trust has opened a new position in Tesla, acquiring 1,500 shares valued at $532,215.
Charles Schwab Trust Takes Position in The Walt Disney Company
Charles Schwab Trust opened a new position in Disney by acquiring over 5,000 shares in a recent filing.
Charles Schwab Trust Takes New Position in iShares Core High Dividend ETF (HDV)
Charles Schwab Trust has added 19,790 shares of the iShares Core High Dividend ETF, valued at approximately $553,328.
Auto-Owners Insurance Sells All Shares in Flowserve Corporation
Auto-Owners Insurance completely exited its position in Flowserve Corporation as of October 15, 2026.
Auto-Owners Insurance Sells Out of Fortive Corporation Stake
In a recent filing, Auto-Owners Insurance has completely sold its stake in Fortive Corporation.
Auto-Owners Insurance Sells Entire Stake in Union Pacific Corporation
Auto-Owners Insurance has sold its complete position in Union Pacific Corporation, reflecting a significant change in its investment strategy.
Auto-Owners Insurance Sells Out of Proto Labs, Inc.
Auto-Owners Insurance has exited its position in Proto Labs, reflecting changes in investment strategy.
Auto-Owners Insurance Sells Entire Stake in Moody's Corporation
Auto-Owners Insurance fully exited its position in Moody's Corporation, as disclosed in a recent 13F filing.
Auto-Owners Insurance Sells Entire Stake in Costco Wholesale (COST)
Auto-Owners Insurance cut its entire position in Costco, reflecting a significant change in its portfolio.
Guyasuta Investment Advisors Sells Out of Zoetis Inc. Position
Guyasuta Investment Advisors has completely exited its position in Zoetis Inc., reflecting a shift in its investment strategy.
Mirae Asset Securities Cuts Entire Position in eBay Inc.
Mirae Asset Securities has sold out of its eBay stake, reflecting a complete exit from the position.
Mirae Asset Securities Sells Out of Honeywell International Inc.
Mirae Asset has completely sold its stake in Honeywell International, as disclosed in its latest filing.
Mirae Asset Cuts Entire Position in Dollar Tree, Inc.
Mirae Asset Securities reported it sold all its shares of Dollar Tree, reducing its holdings by 50,112 shares.
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