2024 Q3 13F Filings Show Top Institutions Maintain Strong Technology Positions

+3.65%

-0.31%

+0.20%

-2.74%

-0.53%

Apple Inc. AAPL	238.26	+3.65%
Domino's Pizza, Inc. DPZ	429.81	-0.31%
American Express Company AXP	317.04	+0.20%
Pool Corporation POOL	350.15	-2.74%
Bank of America Corporation BAC	46.84	-0.53%

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%

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%

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%

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%

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%

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%

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%

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) — — — —

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)	—	—	—	—

Hedge Fund Titan Bill Ackman Makes Strategic Moves: Pershing Square Increases Stake in Nike and Brookfield

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%

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%

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%

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.

More This page is machine-translated. Sahm tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation. *Disclaimer: The above content only represents the author's personal position and opinion and does not represent any position of Sahm Capital Financial Company and Sahm cannot confirm the authenticity, accuracy, and originality of the above content. Investors should consider the risks of investment products in light of their circumstances before making any investment decisions. When necessary, please consult a professional investment advisor. Sahm does not provide any investment advice, nor does it make any commitments and guarantees.