Institutional investor activity in U.S. equities

Timeline

1. 2 days ago

   [BUSINESS] 3 sources

   ResMed Inc. sees increased institutional investment in Q2

   Institutional investors, including Handelsbanken Fonder AB and Assenagon Asset Management, increased their stakes in medical equipment provider ResMed Inc. during the second quarter.

2. 21 days ago

   [BUSINESS] 2 sources

   ResMed Inc. sees institutional investors adjust stakes

   Entropy Technologies boosted its ResMed stake to $8.45 M, while Cumberland Partners sold down to $2.13 M, as the company posted $2.86 EPS and $1.43 B revenue.

3. 26 days ago

   [BUSINESS] 2 sources

   ResMed Inc. sees multiple institutional investors boost holdings amid valuation debate

   ResMed Inc. attracted higher stakes from several institutional investors, including Principal Financial Group's 0.13% holding worth $42 M, while posting $4.7 B revenue, 57% gross margin and a 20% YTD share drop

4. 26 days ago

   [BUSINESS] 7 sources

   Intuitive Surgical shares tumble as investors warn of slower growth

   Intuitive Surgical stock fell 11%‑14% after Q2 earnings beat but unchanged guidance, prompting analyst price‑target cuts and sparking debate over a buying opportunity.

5. 27 days ago

   [BUSINESS] 2 sources

   Brunswick and CRH see institutional investor share adjustments

   Institutional investors altered holdings in Brunswick (Copeland Capital cut its stake) and CRH (Regents Gate took a new position) with several other funds making adjustments.

6. 27 days ago

   [BUSINESS] 2 sources

   Builders FirstSource Gains New Institutional Stakes as Bessemer and Fifth Third Increase Holdings

   Bessemer and Fifth Third raised their holdings in Builders FirstSource, bringing institutional ownership to about 95.5% of the stock, while analysts cut price targets.

7. 28 days ago

   [BUSINESS] 2 sources

   Institutional Investors Increase Stakes in Teva Pharma and Teradyne

   Bessemer Group boosted its Teva stake to 0.38% ($131 M) while Watershed Asset Management bought 8,900 Teradyne shares ($2.6 M). Several other institutional investors also adjusted holdings in both companies.

8. 29 days ago

   [BUSINESS] 2 sources

   Institutional Investors Trim Holdings in AbbVie and Amgen

   Midwest Professional Planners cut its AbbVie stake by 6,699 shares, while John G Ullman & Associates sold 6,675 Amgen shares, leaving both firms with reduced positions valued at $2.37 M and $748 k respectively.

9. 29 days ago

   [BUSINESS] 2 sources

   Institutional Investors Cut Stakes in Medtronic and iRadimed

   Institutional investors reduced holdings in Medtronic and iRadimed, with Illinois Municipal Retirement Fund cutting Medtronic by 11.4% and Copeland Capital trimming iRadimed by 12.9%.

10. 29 days ago

    [BUSINESS] 2 sources

    Illinois Municipal Retirement Fund Expands Stakes in Entergy and Ameren

    Illinois Municipal Retirement Fund raised its Q1 holdings in Entergy to 180,358 shares (~$20.3 M) and in Ameren to 121,137 shares (~$13.3 M).

11. 29 days ago

    [BUSINESS] 2 sources

    Illinois Municipal Retirement Fund expands holdings in AbbVie and Kenvue

    Illinois Municipal Retirement Fund added 6,875 AbbVie shares ($38 M) and 72,348 Kenvue shares ($11 M) in its Q1 13F filing, expanding its pharma holdings.

12. 29 days ago

    [BUSINESS] 2 sources

    Institutional Investors Shift Stakes in Interactive Brokers and Cullen/Frost Bankers

    Catalyst Capital bought $2.1 M of Interactive Brokers shares while Bartlett & Co sold $16.9 M of Cullen/Frost Bankers shares, per recent SEC filings.

13. about 1 month ago

    [BUSINESS] 2 sources

    Institutional Investors Trim Stakes in Abbott Laboratories and Broadcom

    Principal Financial Group cut its Abbott stake by 3%, while Farmers & Merchants Trust reduced its Broadcom holding by 9.4%, per recent SEC 13‑F filings.

14. about 1 month ago

    [BUSINESS] 3 sources

    Manning & Napier Slashes Intuitive Surgical Stake by 75% in Q1

    Manning & Napier cut its Intuitive Surgical stake by 75.5% in Q1, while other institutions increased holdings; the firm posted earnings above expectations, and its stock opened at $406.78.

15. about 1 month ago

    [BUSINESS] 2 sources

    Institutional investors cut Tesla stake, boost Charles Schwab holding

    Y.D. More Investments cut its Tesla stake by 34%, while Fifth Third Bancorp raised its Charles Schwab holding by 239% in Q1, per recent 13F filings.

16. about 1 month ago

    [BUSINESS] 2 sources

    Swedbank Boosts Teledyne Stake as Torren Cuts Micron Holding

    Swedbank raised its Teledyne stake to 25,617 shares (~$15.5 M), while Torren Management cut its Micron holding to 256 shares (~$86 k) after a 90% sell‑off.

17. about 1 month ago

    [BUSINESS] 3 sources

    Institutional Investors Trim Stakes in Omega Healthcare and Oruka Therapeutics

    QRG Capital cut its Omega Healthcare stake by 58.5% to 17,636 shares, while Y Intercept Hong Kong bought 36,912 Oruka Therapeutics shares, worth $1.81 M.

18. about 1 month ago

    [BUSINESS] 2 sources

    Institutional investors adjust Intel holdings in Q1

    Institutional investors reshuffled Intel stakes in Q1, with First National Bank cutting its holding by 25.5% and SkyOak Wealth adding a new position, while analysts raised price targets.

19. about 1 month ago

    [BUSINESS] 3 sources

    Institutional investors boost holdings in Accenture and Arthur J. Gallagher

    Griffin Asset Management lifted its Accenture stake to 45,165 shares ($8.96M) and Torray Investment Partners raised its Arthur J. Gallagher holding to 29,035 shares ($6.29M) in Q1, per SEC filings.

20. about 1 month ago

    [BUSINESS] 2 sources

    Cisco Systems shares change hands as institutional investors buy and sell positions

    Ibex Wealth Advisors bought 64,700 Cisco shares while Walled Lake Planning sold 40,351; other institutions increased stakes, and insiders sold over 47,000 shares this quarter.

21. about 1 month ago

    [BUSINESS] 2 sources

    Advanced Micro Devices shares shift as Cathie Wood sells $8 M and firms add new positions

    Cathie Wood’s Ark sold $8 M of AMD shares while Kiley Juergens Wealth added a $1.2 M position; institutional investors hold over 70 % of the stock amid strong earnings and a 140 % YTD rise.

22. about 1 month ago

    [BUSINESS] 2 sources

    Goldman Sachs Stock Receives Hold Consensus Amid Analyst Target Shifts and Institutional Position Moves

    Goldman Sachs shares earned a consensus Hold rating, saw varied analyst target prices, insider sales, a 20.9% reduction by Childress Capital, and posted earnings above expectations with a $4.50 dividend.

23. about 1 month ago

    [BUSINESS] 2 sources

    Intercontinental Exchange stake cut as investors reshuffle holdings in ICE and CBRE

    Walter Public Investments cut its Intercontinental Exchange stake by 35% to about 81,000 shares, while Whittier Trust boosted its CBRE Group holding to 106,000 shares, valued at $14.4 million.

24. about 1 month ago

    [BUSINESS] 2 sources

    Goldman Sachs Shares Adjusted as World Investment Advisors Cuts Stake

    World Investment Advisors cut its Goldman Sachs stake by 18.6% in Q1, leaving 10,080 shares worth $8.5 M; analysts adjusted price targets, and the stock opened at $1,022.

25. about 1 month ago

    [BUSINESS] 2 sources

    Institutional Investors Cut Stakes in Cadence Design Systems and Comfort Systems USA

    Walter Public Investments cut its Cadence Design Systems stake by 36.8% and Dividend Assets Capital trimmed its Comfort Systems USA holding by 30.2% in Q1, with other investors making modest moves in both firms

26. about 1 month ago

    [BUSINESS] 2 sources

    Intuitive Surgical shares tumble 28% over instrument lifespan changes

    Intuitive Surgical shares fell 28% after the company extended tool reuse limits; Goldman Sachs deems the impact minor while institutional investors, including Simplify, adjusted their stakes.

27. about 2 months ago

    [BUSINESS] 2 sources

    Institutional investors cut stakes in Intel and Palantir

    Waypoint Wealth cut its Intel stake by 30% and SMART Wealth reduced its Palantir holding by 73% in Q1, reflecting a broader shift by institutional investors away from major tech stocks.

28. about 2 months ago

    [BUSINESS] 2 sources

    Institutional investors boost stakes in Thermo Fisher Scientific and Timken

    Canoe Financial increased its Thermo Fisher stake by 9% to $79 M, while Corient Private Wealth more than doubled its Timken holding to $1.5 M, alongside other investors and analyst upgrades.

29. about 2 months ago

    [BUSINESS] 2 sources

    MSCI and Citizens Financial Group see institutional stake changes

    Canoe Financial cut its MSCI stake by 7.6% to 184,751 shares, while OP Asset Management bought a $2.69 million position in Citizens Financial; other investors also shifted holdings in both firms.

30. about 2 months ago

    [BUSINESS] 3 sources

    Institutional investors cut stakes in Intel and Newmont

    Wasatch Advisors cut its Intel stake by 25.6% to 57,150 shares, while Sterling Capital reduced its Newmont holding by 17% to 61,621 shares, according to recent SEC 13F filings.

31. about 2 months ago

    [BUSINESS] 2 sources

    Pfizer shares see varied institutional moves amid CFO departure

    Pfizer shares changed hands as Corient trimmed its stake and Rockefeller raised its, while the company reaffirmed FY2026 guidance and announced its CFO’s departure.

32. about 2 months ago

    [BUSINESS] 3 sources

    Institutional investors boost stakes in The Goldman Sachs Group

    Camient Family Office and Tempo Wealth increased their Goldman Sachs holdings, while multiple hedge funds also changed positions, bringing institutional ownership to roughly 71 % of the stock.

33. about 2 months ago

    [BUSINESS] 2 sources

    Asset managers boost stakes in First Citizens and Citizens Financial

    Institutional investors increased stakes in First Citizens BancShares and Citizens Financial Group, with holdings now at roughly 78% and 95% respectively, while both banks posted earnings beats.

34. about 2 months ago

    [BUSINESS] 3 sources

    Intuitive Surgical sees new institutional investments totaling $2.5 million

    Institutional investors, including Evansbrook and McLaughlin Asset Management, bought about $2.5 million of Intuitive Surgical shares, raising their collective stake to roughly 84% of the stock.

35. about 2 months ago

    [BUSINESS] 8 sources

    Institutional Investors Boost Stakes in Major U.S. Companies

    Institutional investors filed recent 13F reports adding new positions in major U.S. firms including Visa, Microsoft, Chevron, Johnson & Johnson, TJX, Emerson, Eastern Bankshares, and Toll Brothers, highlighting

36. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors trim holdings in Icon plc and Illumina

    Brant Point cut Icon plc stake 40% and Kids Capital Management reduced Illumina stake 12%; both firms reported earnings beats.

37. 2 months ago

    [BUSINESS] 5 sources

    Micron Technology shares see investor trimming and bullish revenue outlook

    Headwater Capital cut its Micron stake to 78,000 shares ($22.3 M). Micron posted $12.20 EPS, forecast $33.5 B Q3 revenue, and saw strong cash flow, prompting bullish analyst sentiment.

38. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors raise holdings in Mohawk Industries and National Health Investors

    Donald Smith & Co. boosted its Mohawk Industries stake to 0.47%, while M Holdings Securities raised its National Health Investors holding by 2.8% in Q4.

39. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors cut holdings in Cisco Systems and Sysco Corp

    DCF Advisers trimmed its Cisco stake by 16.7% to 50,000 shares, while Heartland Advisors cut its Sysco holding by 16.4% to 155,123 shares, according to recent Form 13F filings.

40. 2 months ago

    [BUSINESS] 2 sources

    Investors reduce holdings in Thermo Fisher and TG Therapeutics

    Large investors trimmed positions in Thermo Fisher (down 7.9%) and TG Therapeutics (down 79.8%) during Q4, with other firms adjusting stakes in both biotech stocks.

41. 2 months ago

    [BUSINESS] 2 sources

    Deutsche Bank and Swiss National Bank Trim Stakes in Industrial Companies

    Deutsche Bank sold 18.6% of Trane Technologies, while Swiss National Bank cut 4.9% of Transdigm Group, reducing their stakes to 0.37% and 0.27% respectively.

42. 2 months ago

    [BUSINESS] 2 sources

    Illumina Shares See New Institutional Investments and Divestments

    Institutional investors added new positions in Illumina while Andra AP fonden cut its stake, with insiders also selling shares; institutions now own ~89% of the biotech stock.

43. 2 months ago

    [BUSINESS] 2 sources

    Cisco Systems stock gains from several institutional investors' increased holdings

    Cisco Systems saw multiple institutional investors increase their Q4 holdings, with Capital Wealth Planning up 75.6% to 134,744 shares and TIAA Trust up 4.5% to 223,648 shares, bringing total institutional‑held

44. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors adjust stakes in Goldman Sachs and Corning in Q4 filings

    First American Trust cut its Goldman Sachs stake by 22.2% while Motley Fool raised its Corning holding by 35.3% in Q4 13F filings, alongside other major investors shifting positions.

45. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors increase holdings in Advanced Micro Devices (AMD)

    Gilpin Wealth Management bought 1,126 AMD shares (~$241k) and AI Squared Management added 26,000 shares (~$8m) in Q4, indicating growing institutional confidence in Advanced Micro Devices.

46. 2 months ago

    [BUSINESS] 2 sources

    Deutsche Bank reduces stakes in Intercontinental Exchange and Morgan Stanley

    Deutsche Bank trimmed its Q4 holdings, selling 605,933 shares of Intercontinental Exchange to own 0.37% ($342 M) and reducing its Morgan Stanley stake by 6,795 shares to 0.25% ($711 M).

47. 2 months ago

    [BUSINESS] 2 sources

    Thermo Fisher Scientific Receives Moderate Buy Rating as Analysts Adjust Targets

    Analysts rate Thermo Fisher Scientific a Moderate Buy with a $613 target, while institutional investors adjust stakes, including a 15% cut by Motley Fool.

48. 2 months ago

    [BUSINESS] 2 sources

    Thermo Fisher Scientific sees stake cuts from ING and TIAA in Q4 filings

    ING and TIAA trimmed their holdings in Thermo Fisher Scientific in Q4, with ING selling about 9,889 shares and TIAA selling 9,288, reducing their stakes to 22,127 and 121,724 shares respectively.

49. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors trim stakes in Shift4 Payments and Gaming & Leisure Properties

    Clearbridge cut its Shift4 Payments stake by 12.9% and Prudential reduced its Gaming & Leisure Properties holding by 72% in Q4, as disclosed in SEC 13F filings.

50. 2 months ago

    [BUSINESS] 2 sources

    Micron Technology sees institutional investors adjust holdings

    Clearbridge and Franklin Resources cut Micron holdings in Q4, while several other investors increased stakes, leaving institutions with about 80.8% of the stock.

51. 2 months ago

    [BUSINESS] 2 sources

    Cintas Corp sees institutional investors reshape holdings in Q4

    Cintas Corp's shares shifted as Clearbridge trimmed its stake by 5.2% to 0.25% and Los Angeles Capital Management slashed its holding by 39.2% to 0.08% in Q4, while the firm posted $1.24 EPS and $2.84 billion ‑

52. 2 months ago

    [BUSINESS] 2 sources

    US banks Fifth Third and Goldman Sachs see institutional stake adjustments

    Institutional investors raised their stake in Fifth Third Bancorp and cut their stake in Goldman Sachs, with Capital Research up 12.8% and Strategic Wealth down 30% in Q4.

53. 2 months ago

    [BUSINESS] 2 sources

    Institutional Investors Raise Stakes in Pfizer

    Institutional investors, including Capital International and Westfield Capital Management, boosted their Pfizer holdings in Q4, buying millions of shares and raising ownership to about 68% of the company.

54. 2 months ago

    [BUSINESS] 2 sources

    Institutional Investors Adjust Stakes in CME Group

    Franklin Resources rose to a 0.94% stake in CME Group, while Capital World Investors cut its holding to 2.02%, both adjusting positions in Q4 alongside other investor moves and analyst updates.

55. 2 months ago

    [BUSINESS] 2 sources

    Institutional Funds Boost AbbVie Stake, Trim Blackstone Holding

    O Shaughnessy raised its AbbVie stake by 7.6% while Strategic Wealth cut its Blackstone holdings by 20.9% in Q4.

56. 2 months ago

    [BUSINESS] 2 sources

    Shell and Stryker receive mixed analyst ratings and see notable institutional investor activity

    Shell received a consensus Hold rating and saw institutional buying, while Stryker reported increased holdings by Vise Technologies, insider share sales, and earnings below expectations.

57. 2 months ago

    [BUSINESS] 2 sources

    Charles Schwab shares trimmed by Westpac as BlackRock posts strong earnings outlook

    Westpac cut its Charles Schwab stake by over half, while BlackRock forecasts a 44.5% operating margin and $129.7 bn net inflows despite a stock pullback.

58. 2 months ago

    [BUSINESS] 2 sources

    O'Reilly Automotive Stock Slides to $89 as Analyst Targets Rise; Roper Technologies Institutional Holdings Updated

    O'Reilly Automotive falls to $89 with analyst targets near $112; Welch & Forbes cuts Roper Technologies stake, holding $86.6 M, while Roper reports strong earnings and a $0.91 dividend.

59. 3 months ago

    [BUSINESS] 2 sources

    Institutional investors boost holdings in Abivax and Avantis International Equity ETFs

    AdvisorShares and other firms raised stakes in Abivax ADR, while ARK & TLK and several investors expanded holdings in the Avantis International Equity ETF.

60. 3 months ago

    [BUSINESS] 6 sources

    Allstate Corp expands stakes in AT&T, Caterpillar and General Dynamics

    Allstate Corp raised its stakes in AT&T, Caterpillar and General Dynamics in Q4, while Flputnam added to its Caterpillar holding.

61. 3 months ago

    [BUSINESS] 2 sources

    United Therapeutics insiders sell shares worth over $9 million

    United Therapeutics CEO Martine Rothblatt and EVP Paul Mahon sold 9,500 and 8,300 shares respectively in mid‑May, raising over $9 million combined.

62. 3 months ago

    [BUSINESS] 2 sources

    Institutional investors trim holdings in Thermo Fisher Scientific

    Harvest Portfolios and Marathon Asset Management cut their Thermo Fisher holdings.

63. 3 months ago

    [BUSINESS] 2 sources

    Fairtree Asset Management Builds Stake in O'Reilly Automotive

    Fairtree Asset Management bought 15,183 O'Reilly Automotive shares in Q4, per SEC filing.

64. 3 months ago

    [BUSINESS] 2 sources

    Beeline Holdings CFO Christopher Moe purchases 10,000 shares

    Beeline CFO Christopher Moe bought 10,000 shares for $10.4k, raising his stake to 50,000 shares.

65. 3 months ago

    [BUSINESS] 2 sources

    Investors Reduce Stakes in Charles Schwab and Schwab Treasury ETF

    Two investors trimmed Schwab holdings in Q4, cutting a treasury ETF stake by 20% and Schwab Corp shares by 3.8%.

66. 3 months ago

    [BUSINESS] 2 sources

    Lucid Motors gains new top‑10 institutional holder as AQR Capital ramps up stake

    AQR Capital added 2.24 million Lucid shares in Q1 2026, entering the top‑10 institutional owners as other investors also increased stakes.

67. 3 months ago

    [BUSINESS] 2 sources

    IBM stock gains sizable stakes from two investment firms

    IBM shares were bought up in Q4, with HighTower Advisors adding 51,727 shares and RiverFront Investment increasing its stake by 24.3%.

68. 3 months ago

    [BUSINESS] 3 sources

    First Citizens adds $1.5 M stake in Avantis U.S. Small‑Cap Value ETF (AVUV)

    First Citizens adds a $1.5 M stake in Avantis Small‑Cap Value ETF (AVUV).

69. 3 months ago

    [BUSINESS] 2 sources

    Aegis Wealth Management acquires $1.8 million stake in O'Reilly Automotive

    Aegis Wealth Management bought 20,041 O'Reilly Automotive shares worth about $1.8 million in Q4, per its Form 13F filing.

70. 3 months ago

    [BUSINESS] 2 sources

    Institutional investors trim PepsiCo holdings in Q4

    Two institutional investors cut PepsiCo shares in Q4, selling 6,126 and 10,844 shares respectively.

71. 3 months ago

    [BUSINESS] 2 sources

    Institutional investors buy over $4.5 million of Hershey shares in Q4

    Abacus Wealth and L & S Advisors bought a total of about $4.5 M in Hershey shares in Q4, per SEC filings.

72. 3 months ago

    [BUSINESS] 5 sources

    STARTEEPO Invest acquires 5% stake in Xerox Holdings

    STARTEEPO Invest bought a 5% stake (6.6 M shares) in Xerox and filed a Schedule 13D with the SEC.

73. 3 months ago

    [BUSINESS] 2 sources

    Institutional Investors Adjust Holdings in National Health Investors, Inc.

    Bailard Inc. bought 10,500 NHI shares while Virginia Retirement Systems cut its stake by 42.8%, now holding 49,800 shares.

74. 3 months ago

    [BUSINESS] 2 sources

    Institutional Investors Adjust Stakes in Generac and Gentex

    Ethic Inc. cuts its Generac stake while Independent Advisor Alliance buys $1.65 M of Gentex shares.

75. 3 months ago

    [BUSINESS] 3 sources

    Resolute Holdings CFO Kurt Schoen Purchases $48,753 in Company Shares

    Resolute Holdings CFO Kurt Schoen bought 450 shares for $48,753, raising his stake to 2,850 shares.

76. 3 months ago

    [BUSINESS] 4 sources

    Institutional investors increase stakes in Micron Technology

    Allworth and other firms bought thousands of Micron shares, while World Investment Advisors lifted its holding to 14,185.

77. 3 months ago

    [BUSINESS] 2 sources

    Ameritas Advisory Services purchases $1.84 million of Citizens Financial Group shares

    Ameritas Advisory Services bought 31,473 Citizens Financial Group shares worth $1.84 M, per an SEC filing.

78. 3 months ago

    [BUSINESS] 22 sources

    Investment firms increase stakes in PepsiCo

    Ameritas buys 6,345 PepsiCo shares; World Investment Advisors adds 6,830, raising its stake to 55,460 shares.

79. 3 months ago

    [BUSINESS] 58 sources

    US advisers cut holdings in United Therapeutics and UnitedHealth Group

    Advisers sell thousands of shares, reducing stakes in United Therapeutics and UnitedHealth.

80. 3 months ago

    [BUSINESS] 2 sources

    Stryker executives and investors sell over $2.5 million in company stock

    Stryker VP Kathryn Fink and ABN AMRO sold $2.5 M+ in Stryker shares, as disclosed in regulatory filings.

Sources

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