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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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new positionAMATsec-apiJul 23, 2026

Egerton Capital LLP Initiates New Position in Applied Materials, Inc. (AMAT)

Filing Details Egerton Capital LLP, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q2 2026, according to its most recent…

position increaseVUGsec-apiJul 23, 2026

Waldron Private Wealth LLC Increases Stake in Vanguard Growth Index Fund (VUG) by 520.3%

Filing Details Waldron Private Wealth LLC, a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 520.3% during Q2 2026, according to…

new positionHDBsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in HDFC Bank Limited (HDB)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in HDFC Bank Limited (NYSE:HDB) during Q2 2026, according to…

position decreaseGOOGsec-apiJul 23, 2026

GATEWAY INVESTMENT ADVISERS LLC Reduces Holdings in Alphabet Inc. (GOOG)

Filing Details GATEWAY INVESTMENT ADVISERS LLC, a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q2 2026, according to its most recent…

new positionMSFTsec-apiJul 23, 2026

MONTRUSCO BOLTON INVESTMENTS INC. Initiates New Position in Microsoft Corporation (MSFT)

Filing Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q2 2026, according to its…

new positionMSsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Morgan Stanley (MS)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) during Q2 2026, according to its…

position increaseBKNGsec-apiJul 23, 2026

Metropolis Capital Ltd Increases Stake in Booking Holdings Inc. (BKNG) by 2645.3%

Filing Details Metropolis Capital Ltd, a registered investment adviser, increased its position in Booking Holdings Inc. (NASDAQ:BKNG) by 2645.3% during Q2 2026, according to its…

new positionGOOGLsec-apiJul 23, 2026

MONTRUSCO BOLTON INVESTMENTS INC. Initiates New Position in Alphabet Inc. (GOOGL)

Filing Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most…

position decreaseIVEsec-apiJul 23, 2026

Envestnet Portfolio Solutions, Inc. Reduces Holdings in iShares S&P 500 Value ETF (IVE)

Filing Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, reduced its position in iShares S&P 500 Value ETF (AMEX:IVE) during Q2 2026, according to its…

new positionDFAUsec-apiJul 23, 2026

Sequoia Financial Advisors, LLC Initiates New Position in Dimensional US Core Equity Market ETF (DFAU)

Filing Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in Dimensional US Core Equity Market ETF (AMEX:DFAU) during Q2 2026,…

new positionKOsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in The Coca-Cola Company (KO)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q2 2026, according…

new positionTSMsec-apiJul 23, 2026

MEITAV INVESTMENT HOUSE LTD Initiates New Position in Taiwan Semiconductor Manufacturing Company Limited (TSM)

Filing Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during Q2…

position decreaseSMHsec-apiJul 23, 2026

MEITAV INVESTMENT HOUSE LTD Reduces Holdings in VanEck Semiconductor ETF (SMH)

Filing Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, reduced its position in VanEck Semiconductor ETF (NASDAQ:SMH) during Q2 2026, according to its most…

new positionWDCsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Western Digital Corporation (WDC)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Western Digital Corporation (NASDAQ:WDC) during Q2 2026,…

new positionIVVsec-apiJul 23, 2026

MEITAV INVESTMENT HOUSE LTD Initiates New Position in iShares Core S&P 500 ETF (IVV)

Filing Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…

new positionBACsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Bank of America Corporation (BAC)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Bank of America Corporation (NYSE:BAC) during Q2 2026,…

new positionCsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Citigroup Inc. (C)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Citigroup Inc. (NYSE:C) during Q2 2026, according to its…

new positionBMYsec-apiJul 23, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Bristol-Myers Squibb Company (BMY)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Bristol-Myers Squibb Company (NYSE:BMY) during Q2 2026,…

new positionNVDAsec-apiJul 23, 2026

ABN AMRO INVESTMENT SOLUTIONS Initiates New Position in NVIDIA Corporation (NVDA)

Filing Details ABN AMRO INVESTMENT SOLUTIONS, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most…

position increaseNVDAsec-apiJul 23, 2026

Crossmark Global Holdings, Inc. Increases Stake in NVIDIA Corporation (NVDA) by 10.3%

Filing Details Crossmark Global Holdings, Inc., a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 10.3% during Q2 2026, according to…

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