The Top 20 Holdings of Institution: $MSFT, $AAPL, $AMZN...
Under SEC regulations, fund managers with assets under management exceeding $100 million are required to file a document known as "Form 13F" within 45 days of each quarter's end, disclosing their holdings in stocks and bonds.
Recently, major institutions have released their position data. Based on the 13F holdings data, do you know which stocks the institutions purchased in Q1?
The following chart presents the top 20 holdings of institutional investors:
Ticker | # Shareholding institutions | #Institutions QoQ (%) | Market value of institutional holdings ($M) |
3,800 | 0.8 | 1,009,842.09 | |
3,719 | 0.46 | 978,148.19 | |
3,328 | -0.3 | 424,312.75 | |
2,574 | 11.14 | 320,780.25 | |
3,080 | 0.49 | 319,270.60 | |
2,491 | -1.27 | 250,970.53 | |
2,767 | 1.54 | 239,097.38 | |
2,708 | 0.41 | 234,821.36 | |
2,415 | 8.98 | 233,226.24 | |
2,185 | 8.81 | 200,860.71 | |
3,064 | -0.68 | 192,300.23 | |
2,872 | 1.66 | 187,503.94 | |
2,894 | 0.45 | 182,207.92 | |
2,924 | 1.07 | 176,462.11 | |
2,129 | -0.65 | 176,273.40 | |
2,132 | -2.78 | 173,702.81 | |
2,784 | 0.58 | 155,773.12 | |
2,542 | -1.17 | 144,237.25 | |
2,723 | 1.26 | 139,051.21 | |
2,698 | 0.3 | 132,878.86 |
The top 20 holdings consist of tech giants, financials, healthcare, and energy companies. $NVIDIA Corp(NVDA)$ and $Tesla Motors(TSLA)$ had a quarterly increase in their holdings of 11.15% and 8.98%, respectively.
Based on the number of institutional holdings in Q1, the following stocks, as shown in the chart below, are held by the most institutions:
Ticker | # Shareholding institutions | # Shares held (M) |
1,443 | 2,631.98 | |
1,356 | 2,146.61 | |
1,195 | 1,744.76 | |
1,171 | 728.29 | |
1,163 | 3,628.42 | |
1,102 | 614.48 | |
1,019 | 382.17 | |
1,007 | 394.93 | |
985 | 936.35 | |
966 | 1,958.35 | |
962 | 287.18 | |
960 | 1,156.76 | |
955 | 270.3 | |
953 | 838.27 | |
928 | 351.59 | |
919 | 215.53 | |
918 | 188.08 | |
902 | 484.68 | |
878 | 325.96 | |
872 | 899.89 |
Apart from the stocks held by most institutions, do you know which stocks had the highest number of institutional additions in Q1?
Ticker | # Shareholding institutions | # Shares held (M) |
809 | 244.67 | |
748 | 266.52 | |
733 | 97.21 | |
715 | 103.42 | |
705 | 416.43 | |
683 | 318.21 | |
651 | 79.72 | |
646 | 209.91 | |
612 | 208.54 | |
594 | 76.23 | |
588 | 104.99 | |
573 | 116.1 | |
568 | 81.49 | |
567 | 36.11 | |
551 | 30.81 | |
550 | 62.15 | |
536 | 53.93 | |
534 | 76.49 | |
528 | 50.13 | |
522 | 169.3 |
$GE HEALTHCARE TECHNOLOGIES INC(GEHC)$ is not a startup company or even a newcomer.
This multinational medical technology company, headquartered in Chicago, is a spin-off of $General Electric Co(GE)$. GE retains a 20% ownership stake.
General Electric's entry into the healthcare field can be traced back to the early 1900s with the discovery and production of X-ray tubes. The growing healthcare division has achieved growth through research and development and acquisitions.
The company's first-quarter earnings report exceeded expectations, and the guidance for 2023 is positive.
The above are the top 20 institutional positions, which of the above companies are on your watchlist?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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