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Public 13F Research Reports

Read fact-checked quarterly research summaries for institutions and stocks.

Institution reports

Institution reports

D1 Capital Partners

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $11.23B
  • Stocks held: 44

As of the reporting snapshot on March 31, 2026, D1 Capital Partners, led by the astute investment veteran Dan Sundheim, presents a portfolio that is a masterclass in high-conviction, concentrated thematic investing. D...

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Institution reports

Icahn Capital Management

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $8.55B
  • Stocks held: 12

The institutional investment landscape is often characterized by a spectrum ranging from broad diversification to intense concentration. Carl Icahn, through Icahn Capital Management, represents the extreme end of the...

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Institution reports

Corvex Management

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $2.52B
  • Stocks held: 24

As of the first quarter of 2026, the investment landscape for Corvex Management LP, led by the astute Keith Meister, presents a fascinating study in high-conviction, activist-oriented portfolio management. With a tota...

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Institution reports

Lone Pine Capital

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $12.54B
  • Stocks held: 36

Lone Pine Capital, under the stewardship of the legendary Steve Mandel, continues to represent one of the most sophisticated examples of "Tiger Cub" investment philosophy in the modern era. As of the snapshot date of...

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Institution reports

Pennant Investors

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $361.01M
  • Stocks held: 16

The investment landscape of the first quarter of 2026 reveals a fascinating study in high-conviction management through the lens of Pennant Investors, led by the seasoned investment strategist Alan Fournier. As a prom...

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Institution reports

Paulson & Co

Reporting quarter
Q1 2026
Data as of
Mar 31, 2026

Verified facts

  • Reported portfolio value: $3.11B
  • Stocks held: 9

The investment landscape of the first quarter of 2026 reveals a fascinating portrait of high-conviction, specialized investing through the lens of Paulson & Co., the hedge fund led by the legendary billionaire investo...

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Stock reports

Stock reports

AerCap Holdings NV · AER

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 59
  • Reported holding value: $10.65B

The institutional holdings landscape for AER (AerCap Holdings N.V.) during the final quarter of 2025 presents a compelling case study of professional capital allocation within the specialized aviation leasing sect...

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Stock reports

American Electric Power Company Inc · AEP

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 63
  • Reported holding value: $29.95B

The institutional ownership structure of AEP (American Electric Power Company, Inc.) as of the conclusion of the fourth quarter of 2025 reveals a stock deeply embedded within the core portfolios of the world’s largest...

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Stock reports

Autodesk Inc · ADSK

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 68
  • Reported holding value: $28.94B

The institutional landscape for ADSK (Autodesk, Inc.) during the fourth quarter of 2025 presents a compelling picture of a specialized technology leader that continues to command significant attention from the wor...

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Stock reports

Automatic Data Processing Inc · ADP

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 67
  • Reported holding value: $47.23B

The institutional ownership profile of ADP (Automatic Data Processing, Inc.) during the fourth quarter of 2025 presents a narrative of high-conviction "smart money" stability, punctuated by a subtle shift toward c...

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Stock reports

Archer-Daniels-Midland Co · ADM

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 60
  • Reported holding value: $15.53B

The institutional ownership structure of ADM (Archer-Daniels-Midland Company) as of the fourth quarter of 2025 presents a sophisticated tapestry of "smart money" involvement, characterized by a heavy presence of g...

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Stock reports

Analog Devices Inc · ADI

Reporting quarter
Q4 2025
Data as of
Dec 31, 2025

Verified facts

  • Institutions holding the stock: 81
  • Reported holding value: $68.77B

The institutional ownership structure of ADI (Analog Devices, Inc.) during the fourth quarter of 2025 reveals a stock that occupies a prestigious, albeit selective, niche in the portfolios of the world's most signific...

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