# Institutional investor stock holding shifts

> Live situation record from CLSTR: https://clstr.news/situations/institutional-investor-stock-holding-shifts
> Updated: 2026-09-21T07:13:39.000Z. Sources: 7. Developments: 2.

Recent SEC filings indicate significant shifts in institutional holdings across various major corporations.

Initial reports showed NewEdge Advisors LLC substantially increasing positions in Starwood Property Trust, Inc., McCormick & Company, Incorporated, and Millrose Properties, Inc. Additionally, Corient Private Wealth LP and JPMorgan Chase & Co. both expanded or established holdings in Warner Music Group Corp.

Subsequent filings revealed further large-scale activity from other financial institutions. Nykredit A S established new positions in Church & Dwight Co., Inc., Humana Inc., and Nordson Corporation. Bank of America Corp DE acquired a significant stake in ICU Medical, Inc., while BlackRock Inc. and XXEC Inc. reported substantial new positions in Nordson Corporation and Humana Inc.

More recent activity includes Life Insurance Co Nippon increasing its stake in Corebridge Financial. Bank of America Corp DE has also been noted for acquiring a significant position in ICU Medical, Inc., while Nykredit A S continues to hold new positions in Church & Dwight Co., Inc. and Humana Inc.

## Timeline

### 2026-09-21: Markel expands cyber insurance in Europe via Perseus partnership

Markel expands cyber insurance in Europe with Perseus Technologies, while Binance distributes QQQB dividends and various institutional investors adjust major stock holdings.

6 sources. https://clstr.news/cluster/silicon-valley-capital-partners-reduces-invesco-qqq-position

### 2026-09-18: Institutional investors adjust major stock holdings in recent SEC filings

Recent SEC filings show NewEdge Advisors LLC significantly increasing stakes in Starwood Property Trust, McCormick & Company, and Millrose Properties, alongside other major institutional trades.

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

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Cite as: Institutional investor stock holding shifts. CLSTR, https://clstr.news/situations/institutional-investor-stock-holding-shifts
