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Quarter-over-quarter 13F shifts

Where the whales are moving

The largest disclosed position builds and trims across covered institutional filers, dated to the reporting quarter and linked to each SEC 13F receipt.

Covered filers

41

Largest shifts

24

Position builds

22

Position trims

2

13F data is quarterly and reported with a filing lag.

Official filing receipts · evidence through 2026-08-14

Flagged today

BERKSHIRE HATHAWAY INC · GOOG

ADD · $21,135,561,695 disclosed change · BERKSHIRE HATHAWAY INC 13F · 2026-06-30 · 2026-08-14.

Open receipt ↗

Quarterly ownership change is delayed by the filing calendar. The date belongs beside the position, not buried in a methodology note.

13F movement ledger

Named filers building and trimming positions

Each aggregate stays linked to the exact filings used to qualify it. Unsupported facts and receiptless rows do not enter the ledger.

No.SecurityReceipts
Building positions22 published
01BlackRock, Inc. · MU

MU

ADD · $86,153,630,457 disclosed change

1 filing
02VANGUARD GROUP INC · GOOG

GOOG

ADD · $71,577,260,269 disclosed change

1 filing
03BlackRock, Inc. · GOOG

GOOG

ADD · $62,274,147,470 disclosed change

1 filing
04BlackRock, Inc. · AMD

AMD

ADD · $57,697,473,702 disclosed change

1 filing
05BlackRock, Inc. · NVDA

NVDA

ADD · $52,745,464,331 disclosed change

1 filing
06BlackRock, Inc. · AAPL

AAPL

ADD · $46,012,542,491 disclosed change

1 filing
07JANE STREET GROUP, LLC · SPY

SPY

ADD · $42,390,538,840 disclosed change

1 filing
08STATE STREET CORP · GOOGL

GOOGL

ADD · $34,525,073,054 disclosed change

1 filing
09JANE STREET GROUP, LLC · MU

MU

ADD · $31,929,168,653 disclosed change

1 filing
10VANGUARD GROUP INC · AAPL

AAPL

ADD · $31,413,406,619 disclosed change

1 filing
11SUSQUEHANNA INTERNATIONAL GROUP, LLP · MU

MU

ADD · $30,512,746,896 disclosed change

1 filing
12STATE STREET CORP · NVDA

NVDA

ADD · $28,704,244,679 disclosed change

1 filing
13VANGUARD GROUP INC · LLY

LLY

ADD · $26,315,408,031 disclosed change

1 filing
14SUSQUEHANNA INTERNATIONAL GROUP, LLP · MU

MU

ADD · $26,188,816,974 disclosed change

1 filing
15STATE STREET CORP · AAPL

AAPL

ADD · $25,125,770,065 disclosed change

1 filing
16SUSQUEHANNA INTERNATIONAL GROUP, LLP · SNDK

SNDK

ADD · $22,785,925,947 disclosed change

1 filing
17GEODE CAPITAL MANAGEMENT, LLC · MU

MU

ADD · $22,637,589,210 disclosed change

1 filing
18BERKSHIRE HATHAWAY INC · GOOG

GOOG

ADD · $21,135,561,695 disclosed change

1 filing
19JANE STREET GROUP, LLC · SPY

SPY

ADD · $19,855,899,475 disclosed change

1 filing
20SUSQUEHANNA INTERNATIONAL GROUP, LLP · QQQ

QQQ

ADD · $19,745,151,350 disclosed change

1 filing
21GEODE CAPITAL MANAGEMENT, LLC · GOOGL

GOOGL

ADD · $18,414,976,288 disclosed change

1 filing
22CITADEL ADVISORS LLC · SPY

SPY

ADD · $18,079,533,794 disclosed change

1 filing
Trimming positions2 published
23STATE STREET CORP · MU

MU

TRIM · $40,145,783,473 disclosed change

1 filing
24STATE STREET CORP · AMD

AMD

TRIM · $27,986,738,310 disclosed change

1 filing
Open interactive explorer

Receipt-qualified aggregate

Building positions

22 published

Building positions

BlackRock, Inc. · MU

Public

MU

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

ADD · $86,153,630,457 disclosed change

Quarterly move
ADD · $86,153,630,457
Current / prior value
$121,001,011,030 / $34,847,380,573
Portfolio weight
1.28% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Building positions

VANGUARD GROUP INC · GOOG

Public

GOOG

ADD position reported for 2025-12-31; 13F disclosures are quarterly and can be filed after quarter end.

Score

69/100

Relationship

ADD · $71,577,260,269 disclosed change

Quarterly move
ADD · $71,577,260,269
Current / prior value
$297,681,522,612 / $226,104,262,343
Portfolio weight
1.04% of reported book
13F timing
Quarter 2025-12-31 · filed 2026-01-29
As of 2026-01-29View latest receipt ↗

Building positions

BlackRock, Inc. · GOOG

Public

GOOG

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

69/100

Relationship

ADD · $62,274,147,470 disclosed change

Quarterly move
ADD · $62,274,147,470
Current / prior value
$295,442,568,084 / $233,168,420,614
Portfolio weight
0.93% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Building positions

BlackRock, Inc. · AMD

Public

AMD

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

58/100

Relationship

ADD · $57,697,473,702 disclosed change

Quarterly move
ADD · $57,697,473,702
Current / prior value
$87,311,650,335 / $29,614,176,633
Portfolio weight
0.86% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Building positions

BlackRock, Inc. · NVDA

Public

NVDA

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

71/100

Relationship

ADD · $52,745,464,331 disclosed change

Quarterly move
ADD · $52,745,464,331
Current / prior value
$388,558,449,933 / $335,812,985,602
Portfolio weight
0.78% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Building positions

BlackRock, Inc. · AAPL

Public

AAPL

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

61/100

Relationship

ADD · $46,012,542,491 disclosed change

Quarterly move
ADD · $46,012,542,491
Current / prior value
$336,524,794,350 / $290,512,251,859
Portfolio weight
0.68% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗
Public

SPY

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

66/100

Relationship

ADD · $42,390,538,840 disclosed change

Quarterly move
ADD · $42,390,538,840
Current / prior value
$116,059,558,258 / $73,669,019,418
Portfolio weight
3.52% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

Building positions

STATE STREET CORP · GOOGL

Public

GOOGL

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

69/100

Relationship

ADD · $34,525,073,054 disclosed change

Quarterly move
ADD · $34,525,073,054
Current / prior value
$152,862,282,811 / $118,337,209,757
Portfolio weight
1.02% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗
Public

MU

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

ADD · $31,929,168,653 disclosed change

Quarterly move
ADD · $31,929,168,653
Current / prior value
$42,040,280,661 / $10,111,112,008
Portfolio weight
2.65% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

Building positions

VANGUARD GROUP INC · AAPL

Public

AAPL

ADD position reported for 2025-12-31; 13F disclosures are quarterly and can be filed after quarter end.

Score

61/100

Relationship

ADD · $31,413,406,619 disclosed change

Quarterly move
ADD · $31,413,406,619
Current / prior value
$387,749,544,852 / $356,336,138,233
Portfolio weight
0.46% of reported book
13F timing
Quarter 2025-12-31 · filed 2026-01-29
As of 2026-01-29View latest receipt ↗

MU

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

ADD · $30,512,746,896 disclosed change

Quarterly move
ADD · $30,512,746,896
Current / prior value
$37,372,216,472 / $6,859,469,576
Portfolio weight
2.38% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

Building positions

STATE STREET CORP · NVDA

Public

NVDA

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

71/100

Relationship

ADD · $28,704,244,679 disclosed change

Quarterly move
ADD · $28,704,244,679
Current / prior value
$202,047,567,909 / $173,343,323,230
Portfolio weight
0.85% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Building positions

VANGUARD GROUP INC · LLY

Public

LLY

ADD position reported for 2025-12-31; 13F disclosures are quarterly and can be filed after quarter end.

Score

63/100

Relationship

ADD · $26,315,408,031 disclosed change

Quarterly move
ADD · $26,315,408,031
Current / prior value
$88,087,192,938 / $61,771,784,907
Portfolio weight
0.38% of reported book
13F timing
Quarter 2025-12-31 · filed 2026-01-29
As of 2026-01-29View latest receipt ↗

MU

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

ADD · $26,188,816,974 disclosed change

Quarterly move
ADD · $26,188,816,974
Current / prior value
$33,395,687,422 / $7,206,870,448
Portfolio weight
2.04% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

Building positions

STATE STREET CORP · AAPL

Public

AAPL

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

61/100

Relationship

ADD · $25,125,770,065 disclosed change

Quarterly move
ADD · $25,125,770,065
Current / prior value
$177,993,996,255 / $152,868,226,190
Portfolio weight
0.75% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

SNDK

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

75/100

Relationship

ADD · $22,785,925,947 disclosed change

Quarterly move
ADD · $22,785,925,947
Current / prior value
$25,003,071,945 / $2,217,145,998
Portfolio weight
1.77% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗
Public

MU

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

ADD · $22,637,589,210 disclosed change

Quarterly move
ADD · $22,637,589,210
Current / prior value
$31,876,615,547 / $9,239,026,337
Portfolio weight
1.21% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-12
As of 2026-08-12View latest receipt ↗
Public

GOOG

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

69/100

Relationship

ADD · $21,135,561,695 disclosed change

Quarterly move
ADD · $21,135,561,695
Current / prior value
$37,764,088,383 / $16,628,526,688
Portfolio weight
7.06% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗
Public

SPY

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

66/100

Relationship

ADD · $19,855,899,475 disclosed change

Quarterly move
ADD · $19,855,899,475
Current / prior value
$33,051,037,288 / $13,195,137,813
Portfolio weight
1.65% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

QQQ

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

51/100

Relationship

ADD · $19,745,151,350 disclosed change

Quarterly move
ADD · $19,745,151,350
Current / prior value
$40,843,100,480 / $21,097,949,130
Portfolio weight
1.54% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

GOOGL

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

69/100

Relationship

ADD · $18,414,976,288 disclosed change

Quarterly move
ADD · $18,414,976,288
Current / prior value
$93,853,566,343 / $75,438,590,055
Portfolio weight
0.98% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-12
As of 2026-08-12View latest receipt ↗

Building positions

CITADEL ADVISORS LLC · SPY

Public

SPY

ADD position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

66/100

Relationship

ADD · $18,079,533,794 disclosed change

Quarterly move
ADD · $18,079,533,794
Current / prior value
$35,656,923,314 / $17,577,389,520
Portfolio weight
2.07% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-14
As of 2026-08-14View latest receipt ↗

Receipt-qualified aggregate

Trimming positions

2 published

Trimming positions

STATE STREET CORP · MU

Public

MU

TRIM position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

72/100

Relationship

TRIM · $40,145,783,473 disclosed change

Quarterly move
TRIM · $40,145,783,473
Current / prior value
$57,802,075,982 / $17,656,292,509
Portfolio weight
1.19% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Trimming positions

STATE STREET CORP · AMD

Public

AMD

TRIM position reported for 2026-06-30; 13F disclosures are quarterly and can be filed after quarter end.

Score

58/100

Relationship

TRIM · $27,986,738,310 disclosed change

Quarterly move
TRIM · $27,986,738,310
Current / prior value
$43,197,447,595 / $15,210,709,285
Portfolio weight
0.83% of reported book
13F timing
Quarter 2026-06-30 · filed 2026-08-07
As of 2026-08-07View latest receipt ↗

Member drill-in

The complete aggregate map, current Scores, and every receipt stay public. Sovereign and Reserve add available factor-level detail, per-actor drill-in, alerts, tracking, and a dated JSON export.

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Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.