# Institutional investment shifts in major corporations

> Live situation record from CLSTR: https://clstr.news/situations/20260908-institutional-investment-shifts-in-major-corporations
> Updated: 2026-09-08T07:53:31.000Z. Sources: 3. Developments: 2.

Recent SEC filings indicate various shifts in institutional equity holdings across several major corporations during the second quarter.

In one instance, First Eagle Investment Management LLC increased its stakes in ONEOK, Inc. and Colgate-Palmolive Company while reducing its position in ExxonMobil Corporation. ExxonMobil reported significant Q2 2026 earnings growth, supported by operations in Guyana and the Permian Basin.

Other notable institutional movements include HSBC Holdings PLC expanding its investments in Williams-Sonoma, Inc., Fair Isaac Corporation, and Weyerhaeuser Company. Additionally, the Saudi Central Bank significantly increased its position in Willis Towers Watson Public Limited Company. Separately, Workday, Inc. CFO Zane Rowe conducted a non-discretionary sale of shares to cover tax obligations.

## Timeline

### 2026-09-08: Institutional investors adjust major equity holdings in recent SEC filings

Recent SEC filings show HSBC Holdings PLC increasing stakes in Williams-Sonoma, Fair Isaac, and Weyerhaeuser, while the Saudi Central Bank grew its position in Willis Towers Watson.

2 sources. https://clstr.news/cluster/institutional-investors-adjust-major-equity-holdings-in-recent-sec-filings

### 2026-09-07: Institutional investors adjust holdings in ExxonMobil, ONEOK, and Colgate-Palmolive

SEC filings show institutional investors adjusting positions in major firms, including First Eagle Investment Management's shifts in ExxonMobil, ONEOK, and Colgate-Palmolive.

2 sources. https://clstr.news/cluster/institutional-investors-adjust-holdings-in-exxonmobil-oneok-and-colgate-palmolive

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Cite as: Institutional investment shifts in major corporations. CLSTR, https://clstr.news/situations/20260908-institutional-investment-shifts-in-major-corporations
