Biggest moves, 25 largest funds: increases
The largest single-stock increases among the 25 largest funds.
Biggest moves, 25 largest funds: increases
Click a heading to sort the whole list by that column.
Q3 2026 (holdings as of Sep 30, 2026) compared with Q2 2026, among the 25 largest funds.
| # | Position | Fund | Added (est.) | Shares | Filing |
|---|---|---|---|---|---|
| 1 | XOM ExxonMobil Holdings Corporation · New position | BlackRock, Inc. | $53.9B | 0 → 331,225,100 | 13F ↗ |
| 2 | XOM ExxonMobil Holdings Corporation · New position | Vanguard Capital Management LLC | $44.0B | 0 → 270,232,980 | 13F ↗ |
| 3 | XOM ExxonMobil Holdings Corporation · New position | State Street Corporation | $34.6B | 0 → 212,719,297 | 13F ↗ |
| 4 | XOM ExxonMobil Holdings Corporation · New position | FMR LLC | $23.8B | 0 → 145,933,748 | 13F ↗ |
| 5 | XOM ExxonMobil Holdings Corporation · New position | Vanguard Portfolio Management LLC | $19.1B | 0 → 117,569,337 | 13F ↗ |
| 6 | TSLA Tesla, Inc. | Barclays PLC | $17.3B | 11,521,936 → 60,376,672 | 13F ↗ |
| 7 | SPCX Space Exploration Technologies Corp. | Invesco Ltd | $17.1B | 3,859,467 → 116,889,012 | 13F ↗ |
| 8 | AMD Advanced Micro Devices, Inc. | FMR LLC | $17.0B | 25,558,552 → 53,290,183 | 13F ↗ |
| 9 | XOM ExxonMobil Holdings Corporation · New position | Geode Capital Management, LLC | $16.3B | 0 → 99,964,365 | 13F ↗ |
| 10 | AAPL Apple Inc. | FMR LLC | $14.9B | 325,348,754 → 369,988,793 | 13F ↗ |
| 11 | XOM ExxonMobil Holdings Corporation · New position | Morgan Stanley | $11.9B | 0 → 73,094,621 | 13F ↗ |
| 12 | MSFT Microsoft Corporation | JPMorgan Chase & Co. | $11.6B | 135,173,516 → 157,973,965 | 13F ↗ |
| 13 | XOM ExxonMobil Holdings Corporation · New position | JPMorgan Chase & Co. | $9.8B | 0 → 60,586,193 | 13F ↗ |
| 14 | MU Micron Technology, Inc. | FMR LLC | $9.3B | 26,718,869 → 35,494,113 | 13F ↗ |
| 15 | WES Western Midstream Partners, LP | Morgan Stanley | $9.2B | 21,230,903 → 227,886,739 | 13F ↗ |
| 16 | MSFT Microsoft Corporation | FMR LLC | $9.1B | 185,960,066 → 203,782,761 | 13F ↗ |
| 17 | XOM ExxonMobil Holdings Corporation · New position | Franklin Templeton, Inc. | $7.5B | 0 → 44,437,814 | 13F ↗ |
| 18 | XOM ExxonMobil Holdings Corporation · New position | The Bank of New York Mellon Corporation | $5.8B | 0 → 35,849,842 | 13F ↗ |
| 19 | TMO Thermo Fisher Scientific Inc | FMR LLC | $5.5B | 14,084,488 → 22,173,792 | 13F ↗ |
| 20 | OKE ONEOK, Inc. · New position | BlackRock, Inc. | $5.3B | 0 → 62,644,218 | 13F ↗ |
| 21 | XOM ExxonMobil Holdings Corporation · New position | Capital Research Global Investors | $5.1B | 0 → 31,234,242 | 13F ↗ |
| 22 | PLTR Palantir Technologies Inc. | FMR LLC | $4.9B | 22,568,609 → 48,981,219 | 13F ↗ |
| 23 | PANW Palo Alto Networks, Inc. | FMR LLC | $4.7B | 20,054,462 → 31,866,594 | 13F ↗ |
| 24 | XOM ExxonMobil Holdings Corporation · New position | Dimensional Fund Advisors LP | $4.4B | 0 → 26,860,553 | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | Vanguard Capital Management LLC | $4.1B | 161,586,023 → 174,021,611 | 13F ↗ |
| 26 | SNDK Sandisk Corporation | BlackRock, Inc. | $4.1B | 10,295,300 → 12,657,009 | 13F ↗ |
| 27 | INTC Intel Corporation | BlackRock, Inc. | $4.1B | 426,478,962 → 460,492,943 | 13F ↗ |
| 28 | HON Honeywell International Inc. · New position | State Street Corporation | $4.1B | 0 → 19,264,303 | 13F ↗ |
| 29 | META Meta Platforms, Inc. | FMR LLC | $4.0B | 95,895,744 → 101,423,859 | 13F ↗ |
| 30 | INTC Intel Corporation | Capital Research Global Investors | $3.9B | 73,749,883 → 105,887,008 | 13F ↗ |
| 31 | XOM ExxonMobil Holdings Corporation · New position | Capital World Investors | $3.8B | 0 → 23,491,898 | 13F ↗ |
| 32 | ORCL Oracle Corporation | Capital Research Global Investors | $3.8B | 39,746,237 → 67,564,670 | 13F ↗ |
| 33 | XOM ExxonMobil Holdings Corporation · New position | Vanguard Fiduciary Trust Co | $3.8B | 0 → 23,239,173 | 13F ↗ |
| 34 | AVGO Broadcom Inc. | Vanguard Portfolio Management LLC | $3.8B | 127,001,513 → 137,710,758 | 13F ↗ |
| 35 | SPCX Space Exploration Technologies Corp. | Morgan Stanley | $3.6B | 13,532,773 → 37,302,405 | 13F ↗ |
| 36 | SPCX Space Exploration Technologies Corp. | BlackRock, Inc. | $3.6B | 51,037,137 → 74,748,399 | 13F ↗ |
| 37 | OKE ONEOK, Inc. · New position | State Street Corporation | $3.5B | 0 → 41,478,761 | 13F ↗ |
| 38 | OKE ONEOK, Inc. · New position | Vanguard Capital Management LLC | $3.5B | 0 → 41,236,037 | 13F ↗ |
| 39 | NVDA NVIDIA Corporation | State Street Corporation | $3.5B | 1,009,783,437 → 1,025,075,347 | 13F ↗ |
| 40 | NTRA Natera, Inc. | FMR LLC | $3.4B | 5,451,396 → 13,680,308 | 13F ↗ |
| 41 | Vanguard Scottsdale FDS Vanguard Scottsdale FDS | JPMorgan Chase & Co. | $3.3B | 47,301,997 → 105,439,427 | 13F ↗ |
| 42 | ILMN Illumina, Inc. | FMR LLC | $3.2B | 4,523,417 → 16,186,139 | 13F ↗ |
| 43 | XOM ExxonMobil Holdings Corporation · New position | Nuveen, LLC | $3.1B | 0 → 19,348,436 | 13F ↗ |
| 44 | MU Micron Technology, Inc. | Amundi | $3.1B | 4,380,730 → 7,304,325 | 13F ↗ |
| 45 | STX Seagate Technology Holdings PLC | FMR LLC | $3.1B | 8,153,134 → 11,471,105 | 13F ↗ |
| 46 | XOM ExxonMobil Holdings Corporation · New position | Invesco Ltd | $3.0B | 0 → 18,507,136 | 13F ↗ |
| 47 | NFLX Netflix, Inc. | JPMorgan Chase & Co. | $3.0B | 44,322,490 → 86,863,418 | 13F ↗ |
| 48 | JNJ Johnson & Johnson | Capital World Investors | $2.9B | 15,215,015 → 26,316,977 | 13F ↗ |
| 49 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | FMR LLC | $2.9B | 58,937,551 → 65,370,233 | 13F ↗ |
| 50 | SPCX Space Exploration Technologies Corp. · New position | State Street Corporation | $2.9B | 0 → 19,336,612 | 13F ↗ |
Each row is one fund and one stock: the shares added or sold, times the price per share in the later report. We look at the 25 largest funds whose two quarters can be compared; open any fund for its full list, or see the biggest changes among all managers. A new position wasn't in the fund's earlier report, sometimes because the stock listed in between. Share counts are adjusted for stock splits, and only common shares are counted. Many of these moves come from index funds adjusting to inflows and index changes rather than from stock picking. A quarter still being filed is skipped.
This is information, not investment advice.
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