2024 Q3 13F Filings Show Top Institutions Maintain Strong Technology Positions
Apple Inc. +0.73%
Domino's Pizza, Inc. +0.77%
American Express Company -0.34%
Pool Corporation -1.11%
Bank of America Corp +1.07%
Apple Inc. AAPL | 255.63 | +0.73% |
Domino's Pizza, Inc. DPZ | 361.54 | +0.77% |
American Express Company AXP | 301.45 | -0.34% |
Pool Corporation POOL | 200.08 | -1.11% |
Bank of America Corp BAC | 49.27 | +1.07% |
Overview of Top Institutions' Q3 2024 Performance
| Institution | Quarterly Performance (%) | 10-Year Performance (Annualized %) | Assets Under Management (Billion) |
| T. Rowe Price Associates | 8.21% | 15.32% | $868.56 |
| Goldman Sachs Group | 8.84% | 15.30% | $621.07 |
| JPMorgan Chase & Company | 2.48% | 14.48% | $1,311.92 |
| State Street | 7.45% | 14.09% | $2,457.61 |
| Vanguard Group | 8.00% | 13.65% | $5,584.48 |
| BlackRock | 7.75% | 13.21% | $4,763.74 |
| Morgan Stanley | 8.86% | 11.86% | $1,379.36 |
| Bank of America | 5.39% | 11.51% | $1,204.61 |
| Berkshire Hathaway | 7.38% | 7.69% | $266.38 |
| Note: Data sourced from Whalewisdom, based on the latest 13F filing for Q3 2024 (as of September 30, 2024). | |||
Top Investment Institutions' Q3 Holdings Unveiled
T. Rowe Price
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Microsoft Corporation(MSFT.US) Apple Inc.(AAPL.US) +0.56% NVIDIA Corporation(NVDA.US) -0.87% Apple Inc.(AAPL.US) Advanced Micro Devices, Inc.(AMD.US) +0.28% Microsoft Corporation(MSFT.US) -0.59% NVIDIA Corporation(NVDA.US) Tesla Motors, Inc.(TSLA.US) +0.26% Alphabet Inc. Class A(GOOGL.US) -0.40% Amazon.com, Inc.(AMZN.US) Kenvue Inc.(KVUE.US) +0.25% Amazon.com, Inc.(AMZN.US) -0.37% Meta Platforms(META.US) Sherwin-Williams Company(SHW.US) +0.20% Alphabet Inc. Class C(GOOG.US) -0.27%
Goldman Sachs
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Apple Inc.(AAPL.US) PowerShares QQQ Trust,Series 1(QQQ.US) +0.39% NVIDIA Corporation(NVDA.US) -0.44% ETF-S&P 500(SPY.US) Apple Inc.(AAPL.US) (CALL) +0.33% Microsoft Corporation(MSFT.US) -0.32% Microsoft Corporation(MSFT.US) TransCanada Corporation(TRP.US) +0.33% Alphabet Inc. Class A(GOOGL.US) -0.23% NVIDIA Corporation(NVDA.US) Ishares Iboxx $ High Yield Corporate Bond Etf(HYG.US) (PUT) +0.23% Visa Inc. Class A(V.US) -0.19% Amazon.com, Inc.(AMZN.US) ETF-S&P 500(SPY.US) (CALL) +0.20% Ishares Msci Emerging Index Fund(EEM.US) (PUT) -0.19%
JPMorgan
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Microsoft Corporation(MSFT.US) McDonald's Corporation(MCD.US) +0.23% Advanced Micro Devices, Inc.(AMD.US) -0.26% NVIDIA Corporation(NVDA.US) iShares Broad USD High Yield Corporate Bond ETF(USHY.US) +0.18% Alphabet Inc. Class C(GOOG.US) -0.25% Apple Inc.(AAPL.US) ETF-S&P 500(SPY.US) +0.17% Eli Lilly and Company(LLY.US) -0.17% Amazon.com, Inc.(AMZN.US) UnitedHealth Group Incorporated(UNH.US) +0.16% Broadcom Limited(AVGO.US) -0.16% ETF-S&P 500(SPY.US) Berkshire Hathaway Inc. Class B(BRK.B.US) +0.14% Ishares Trust New York Muni Bond ETF(NYF.US) -0.16%
Bridgewater
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) S&P 500 Index Ishares(IVV.US) S&P 500 Index Ishares(IVV.US) +1.26% Procter & Gamble Company(PG.US) -1.53% iShares Core MSCI Emerging Markets ETF(IEMG.US) Constellation Energy Group Inc.(CEG.US) +0.93% Amazon.com, Inc.(AMZN.US) -1.18% Alphabet Inc. Class A(GOOGL.US) Lam Research Corporation(LRCX.US) +0.91% Costco Wholesale Corporation(COST.US) -1.11% NVIDIA Corporation(NVDA.US) Apple Inc.(AAPL.US) +0.85% Johnson & Johnson(JNJ.US) -1.10% ETF-S&P 500(SPY.US) Broadcom Limited(AVGO.US) +0.73% McDonald's Corporation(MCD.US) -1.02%
Ray Dalio's Bridgewater Cuts Stake In Microsoft Stock By 20% – Is Big Tech Losing Its Shine?
State Street
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Apple Inc.(AAPL.US) Apple Inc.(AAPL.US) +0.68% Microsoft Corporation(MSFT.US) -0.79% Microsoft Corporation(MSFT.US) International Business Machines Corporation(IBM.US) +0.09% NVIDIA Corporation(NVDA.US) -0.62% NVIDIA Corporation(NVDA.US) Berkshire Hathaway Inc. Class B(BRK.B.US) +0.09% Alphabet Inc. Class C(GOOG.US) -0.23% Amazon.com, Inc.(AMZN.US) UnitedHealth Group Incorporated(UNH.US) +0.08% Eli Lilly and Company(LLY.US) -0.12% Meta Platforms(META.US) Palantir Technologies(PLTR.US) +0.08% Exxon Mobil Corporation(XOM.US) -0.08%
Vanguard Group
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Apple Inc.(AAPL.US) Apple Inc.(AAPL.US) +0.26% Microsoft Corporation(MSFT.US) -0.61% Microsoft Corporation(MSFT.US) Tesla Motors, Inc.(TSLA.US) +0.22% NVIDIA Corporation(NVDA.US) -0.43% NVIDIA Corporation(NVDA.US) Meta Platforms(META.US) +0.11% Alphabet Inc. Class A(GOOGL.US) -0.28% Amazon.com, Inc.(AMZN.US) Berkshire Hathaway Inc. Class B(BRK.B.US) +0.08% Alphabet Inc. Class C(GOOG.US) -0.24% Meta Platforms(META.US) Wal-Mart Stores, Inc.(WMT.US) +0.07% Eli Lilly and Company(LLY.US) -0.11%
BlackRock
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Apple Inc.(AAPL.US) Apple Inc.(AAPL.US) +0.34% Eli Lilly and Company(LLY.US) -0.15% Microsoft Corporation(MSFT.US) Tesla Motors, Inc.(TSLA.US) +0.22% Lam Research Corporation(LRCX.US) -0.10% NVIDIA Corporation(NVDA.US) Wal-Mart Stores, Inc.(WMT.US) +0.11% Applied Materials, Inc.(AMAT.US) -0.09% Amazon.com, Inc.(AMZN.US) Meta Platforms(META.US) +0.11% Adobe Systems Incorporated(ADBE.US) -0.07% Meta Platforms(META.US) Berkshire Hathaway Inc. Class B(BRK.B.US) +0.07% Intuit Inc.(INTU.US) -0.05%
BlackRock frantically bought Apple in Q3 and continued to favor the "Magnificent 7 Stocks"!
Pershing Square
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Brookfield Asset Management Inc(BN.US) Brookfield Asset Management Inc(BN.US) +10.74% Hilton Worldwide Holdings, Inc.(HLT.US) -5.61% Hilton Worldwide Holdings, Inc.(HLT.US) NIKE, Inc. Class B(NKE.US) +8.94% Restaurant Brands International Inc(QSR.US) -2.80% Chipotle Mexican Grill, Inc.(CMG.US) Seaport Entertainment Group Inc Ordinary Shares(SEG.US) +0.44% Canadian Pacific Railway Limited(CP.US) -1.46% Restaurant Brands International Inc(QSR.US) SEG-RT +0.05% — — Howard Hughes Holdings Inc. Common Stock(HHH.US) — — — —
Morgan Stanley
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Apple Inc.(AAPL.US) Meta Platforms(META.US) +0.16% Amazon.com, Inc.(AMZN.US) -0.32% Microsoft Corporation(MSFT.US) Apple Inc.(AAPL.US) +0.15% NVIDIA Corporation(NVDA.US) -0.32% NVIDIA Corporation(NVDA.US) S&P 500 Index Ishares(IVV.US) +0.12% Adobe Systems Incorporated(ADBE.US) -0.13% Amazon.com, Inc.(AMZN.US) Berkshire Hathaway Inc. Class B(BRK.B.US) +0.10% Walt Disney Company(DIS.US) -0.07% Meta Platforms(META.US) Home Depot, Inc.(HD.US) +0.10% Chevron Corporation(CVX.US) -0.06%
Bank of America
Top 5 Holdings Top 5 Increases Change (%) Top 5 Decreases Change (%) Microsoft Corporation(MSFT.US) S&P 500 Index Ishares(IVV.US) +0.44% Apple Inc.(AAPL.US) -0.72% NVIDIA Corporation(NVDA.US) 20+ Year Trsy Bond Ishares(TLT.US) +0.31% Amazon.com, Inc.(AMZN.US) -0.61% Vanguard Value ETF(VTV.US) ETF-S&P 500(SPY.US) (PUT) +0.29% PowerShares QQQ Trust,Series 1(QQQ.US) (PUT) -0.32% Apple Inc.(AAPL.US) NVIDIA Corporation(NVDA.US) +0.22% Eli Lilly and Company(LLY.US) -0.12% PowerShares QQQ Trust,Series 1(QQQ.US) (PUT) NVIDIA Corporation(NVDA.US) (PUT) +0.20% American Express Company(AXP.US) -0.11%
Bank of America's Q3 Holdings: Microsoft and NVIDIA Take Lead, Apple Sees Significant Reduction
Berkshire Hathaway
Top 5 Holdings Top 5 Increases Change (%) in Portfolio Top 5 Decreases Change (%) Apple Inc.(AAPL.US) Domino's Pizza, Inc.(DPZ.US) +0.21% Apple Inc.(AAPL.US) -3.85% American Express Company(AXP.US) Pool Corporation(POOL.US) +0.06% Bank of America Corporation(BAC.US) -2.79% Bank of America Corporation(BAC.US) HEICO Corporation Class A(HEI.A.US) +0.01% Liberty Media Corp. Series C Liberty SiriusXM(LSXMK.US) -0.55% Coca-Cola Company(KO.US) — — Liberty Media Corp. Series A Liberty SiriusXM(LSXMA.US) -0.28% Chevron Corporation(CVX.US) — — Floor & Decor Holdings, Inc. Class A(FND.US) -0.14%
13F Insights: Warren Buffett Bought These Stocks. Should You?
What is Form 13F?
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. This report discloses their holdings of U.S.-traded stocks, options, and other securities.
Why Important & How Can it Help?
- Transparency: It provides insights into the investment strategies of major hedge funds, mutual funds, and other institutional investors.
- Market Trends: Investors can identify trends by analyzing the stocks that are being heavily bought or sold by these institutions.
- Idea Generation: Retail investors often use this data to find new stock ideas or validate their investment theses.
How to Use It?
- Track Top Investors: Analyze the holdings of well-known funds to see where they are allocating capital.
- Identify Sector Preferences: Discover which industries or sectors are gaining attention from institutional investors.
- Follow High Conviction Picks: Look for stocks with increased allocations, which may signal confidence in their growth potential.
Limitations
- Time Lag: Reports are filed 45 days after the quarter ends, so the information may already be outdated.
- Partial Visibility: Only long equity positions are disclosed; short positions, derivatives, and non-U.S. holdings are not included.
- No Context: The reports don’t explain why managers made certain trades or their future plans.