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13F Institutional Holdings

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13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

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position increaseUBERsec-apiJun 25, 2026

Pacer Advisors, Inc. Increases Stake in Uber Technologies, Inc. (UBER) by 23.7%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Uber Technologies, Inc. (NYSE:UBER) by 23.7% during Q1 2026, according to its most…

position increaseCRMsec-apiJun 25, 2026

Pacer Advisors, Inc. Increases Stake in Salesforce, Inc. (CRM) by 32.3%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Salesforce, Inc. (NYSE:CRM) by 32.3% during Q1 2026, according to its most recent…

position increaseBKNGsec-apiJun 25, 2026

Pacer Advisors, Inc. Increases Stake in Booking Holdings Inc. (BKNG) by 14.4%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Booking Holdings Inc. (NASDAQ:BKNG) by 14.4% during Q1 2026, according to its most…

position increaseQCOMsec-apiJun 25, 2026

Pacer Advisors, Inc. Increases Stake in QUALCOMM Incorporated (QCOM) by 24.7%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 24.7% during Q1 2026, according to its most…

position decreaseCMCSAsec-apiJun 25, 2026

Pacer Advisors, Inc. Reduces Holdings in Comcast Corporation (CMCSA)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Comcast Corporation (NASDAQ:CMCSA) during Q1 2026, according to its most recent 13F…

position increaseSPGIsec-apiJun 25, 2026

Carmignac Gestion Increases Stake in S&P Global Inc. (SPGI) by 10.4%

Filing Details Carmignac Gestion, a registered investment adviser, increased its position in S&P Global Inc. (NYSE:SPGI) by 10.4% during Q1 2026, according to its most recent 13F…

position decreaseNEMsec-apiJun 25, 2026

Pacer Advisors, Inc. Reduces Holdings in Newmont Corporation (NEM)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Newmont Corporation (NYSE:NEM) during Q1 2026, according to its most recent 13F…

position decreaseGILDsec-apiJun 25, 2026

Pacer Advisors, Inc. Reduces Holdings in Gilead Sciences, Inc. (GILD)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Gilead Sciences, Inc. (NASDAQ:GILD) during Q1 2026, according to its most recent 13F…

position increaseMELIsec-apiJun 25, 2026

Carmignac Gestion Increases Stake in MercadoLibre, Inc. (MELI) by 76.5%

Filing Details Carmignac Gestion, a registered investment adviser, increased its position in MercadoLibre, Inc. (NASDAQ:MELI) by 76.5% during Q1 2026, according to its most recent…

position decreaseVZsec-apiJun 25, 2026

Pacer Advisors, Inc. Reduces Holdings in Verizon Communications Inc. (VZ)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Verizon Communications Inc. (NYSE:VZ) during Q1 2026, according to its most recent…

position decreaseCOPsec-apiJun 25, 2026

Pacer Advisors, Inc. Reduces Holdings in ConocoPhillips (COP)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in ConocoPhillips (NYSE:COP) during Q1 2026, according to its most recent 13F filing…

new positionVEAsec-apiJun 25, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard Developed Markets Index Fund (VEA)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025,…

new positionVTIsec-apiJun 25, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard Total Stock Market ETF (VTI)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025,…

position increaseNVDAsec-apiJun 25, 2026

Carmignac Gestion Increases Stake in NVIDIA Corporation (NVDA) by 45564.4%

Filing Details Carmignac Gestion, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 45564.4% during Q1 2026, according to its most…

new positionVTsec-apiJun 25, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard Total World Stock Index Fund (VT)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Total World Stock Index Fund (AMEX:VT) during Q4 2025,…

new positionVOOsec-apiJun 25, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard S&P 500 ETF (VOO)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its…

new positionEFAsec-apiMar 12, 2026

Corient Private Wealth LLC Initiates New Position in iShares MSCI EAFE ETF (EFA)

Corient Private Wealth LLC, a registered investment adviser, initiated a new position in iShares MSCI EAFE ETF (AMEX:EFA) during Q4 2025, according to its most recent 13F filing…

new positionBNsec-apiMar 11, 2026

Corient Private Wealth LLC Initiates New Position in Brookfield Corporation (BN)

Corient Private Wealth LLC, a registered investment adviser, initiated a new position in Brookfield Corporation (NYSE:BN) during Q4 2025, according to its most recent 13F filing…

new positionPRLBsec-apiMar 11, 2026

Auto-Owners Insurance Co Initiates New Position in Proto Labs, Inc. (PRLB)

Auto-Owners Insurance Co, a registered investment adviser, initiated a new position in Proto Labs, Inc. (NYSE:PRLB) during Q4 2025, according to its most recent 13F filing with…

new positionDHRsec-apiMar 11, 2026

Corient Private Wealth LLC Initiates New Position in Danaher Corporation (DHR)

Corient Private Wealth LLC, a registered investment adviser, initiated a new position in Danaher Corporation (NYSE:DHR) during Q4 2025, according to its most recent 13F filing…

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