What funds piled into this quarter

The 200 strongest composite institutional-buying signals this quarter — higher up = more unusual. This includes names funds were already buying last quarter.

Rank = the average of three current-quarter market percentiles: net change in all holders, active holders, and large active holders. Eligible names are common stocks, ADRs, and REITs with at least 50 prior-quarter holders and $100M in current institutional value.

Only want the ones funds started buying this quarter? Those are in What Changed (516 of them, 79 of which made this top 200) →

As of 2026Q2. 13F filings are quarterly and legally lag 45 days, so this is what funds held at the end of last quarter — not today.

# Ticker Company Funds holding (prev → now) Net holder gain Buying began Of them large
1 INTC INTEL CORP 2,597 → 3,586 +989 Earlier +72
2 MRVL MARVELL TECHNOLOGY INC 1,545 → 2,228 +683 Earlier +75
3 AMD ADVANCED MICRO DEVICES 3,202 → 4,020 +818 Earlier +71
4 MU MICRON TECHNOLOGY INC 3,024 → 3,923 +899 Earlier +66
5 SNDK SANDISK CORP 1,179 → 1,824 +645 Earlier +69
6 DELL DELL TECHNOLOGIES -C 1,636 → 2,130 +494 Earlier +61
7 AMAT APPLIED MATERIALS INC 2,955 → 3,524 +569 Earlier +57
8 WDC WESTERN DIGITAL CORP 1,422 → 1,853 +431 Earlier +57
9 TXN TEXAS INSTRUMENTS INC 2,461 → 2,873 +412 Earlier +59
10 HPE HEWLETT PACKARD ENTERPRISE 1,114 → 1,446 +332 This quarter +67
11 ALAB ASTERA LABS INC 705 → 993 +288 This quarter +73
12 CSCO CISCO SYSTEMS INC 3,724 → 4,067 +343 Earlier +57
13 BE BLOOM ENERGY CORP- A 984 → 1,289 +305 Earlier +61
14 LITE LUMENTUM HOLDINGS INC 1,084 → 1,317 +233 Earlier +79
15 LRCX LAM RESEARCH CORP 2,623 → 3,127 +504 Earlier +48
16 GLW CORNING INC 2,262 → 2,693 +431 Earlier +49
17 UNH UNITEDHEALTH GROUP INC 3,038 → 3,378 +340 This quarter +52
18 RKLB ROCKET LAB CORP 872 → 1,124 +252 Earlier +57
19 QCOM QUALCOMM INC 2,744 → 3,042 +298 This quarter +52
20 MXL MAXLINEAR INC 237 → 432 +195 This quarter +78
21 COHR COHERENT CORP 1,099 → 1,308 +209 Earlier +64
22 KLAC KLA CORP 2,083 → 2,498 +415 Earlier +46
23 CRWV COREWEAVE INC-CL A 780 → 971 +191 Earlier +70
24 CRWD CROWDSTRIKE HOLDINGS INC - A 2,082 → 2,452 +370 This quarter +47
25 GEV GE VERNOVA INC 3,122 → 3,439 +317 Earlier +48
26 ARM ARM HOLDINGS PLC-ADR 745 → 964 +219 Earlier +54
27 STRL STERLING INFRASTRUCTURE INC 707 → 891 +184 Earlier +63
28 DDOG DATADOG INC - CLASS A 1,050 → 1,275 +225 This quarter +53
29 TSM TAIWAN SEMICONDUCTOR-SP ADR 3,284 → 3,594 +310 Earlier +47
30 LLY ELI LILLY & CO 4,394 → 4,656 +262 This quarter +49
31 RVMD REVOLUTION MEDICINES INC 510 → 692 +182 Earlier +61
32 INFQ INFLEQTION INC 93 → 259 +166 Earlier +80
33 FPS FORGENT POWER SOLUTIONS-CL A 209 → 369 +160 Earlier +88
34 TER TERADYNE INC 1,233 → 1,428 +195 Earlier +52
35 DVN DEVON ENERGY CORP 1,251 → 1,462 +211 Earlier +50
36 VSH VISHAY INTERTECHNOLOGY INC 303 → 469 +166 This quarter +62
37 MS MORGAN STANLEY 2,512 → 2,752 +240 This quarter +47
38 GE GENERAL ELECTRIC 3,217 → 3,443 +226 This quarter +47
39 VRT VERTIV HOLDINGS CO-A 1,832 → 2,055 +223 Earlier +47
40 SNOW SNOWFLAKE INC 1,287 → 1,467 +180 This quarter +50
41 GS GOLDMAN SACHS GROUP INC 2,984 → 3,164 +180 This quarter +50
42 ON ON SEMICONDUCTOR 831 → 1,002 +171 Earlier +52
43 ANET ARISTA NETWORKS INC 2,023 → 2,257 +234 Earlier +45
44 MKSI MKS INC 618 → 778 +160 Earlier +56
45 FTNT FORTINET INC 1,319 → 1,579 +260 This quarter +44
46 PANW PALO ALTO NETWORKS INC 2,481 → 2,933 +452 This quarter +41
47 SITM SITIME CORP 421 → 566 +145 Earlier +65
48 PWR QUANTA SERVICES INC 1,725 → 1,930 +205 Earlier +45
49 C CITIGROUP INC 2,475 → 2,652 +177 This quarter +46
50 AMZN AMAZON.COM INC 6,034 → 6,179 +145 This quarter +56
51 CIEN CIENA CORP 1,080 → 1,226 +146 Earlier +53
52 SMTC SEMTECH CORP 436 → 579 +143 Earlier +55
53 MTSI MACOM TECHNOLOGY SOLUTIONS H 513 → 657 +144 Earlier +54
54 IBM INTL BUSINESS MACHINES CORP 3,495 → 3,654 +159 This quarter +48
55 TWLO TWILIO INC - A 817 → 967 +150 This quarter +48
56 GNRC GENERAC HOLDINGS INC 873 → 1,005 +132 Earlier +54
57 CAT CATERPILLAR INC 3,772 → 4,078 +306 Earlier +40
58 AVGO BROADCOM INC 4,659 → 4,821 +162 This quarter +45
59 VICR VICOR CORP 369 → 515 +146 Earlier +48
60 HUM HUMANA INC 786 → 929 +143 This quarter +50
61 MPWR MONOLITHIC POWER SYSTEMS INC 1,120 → 1,252 +132 Earlier +53
62 PENG PENGUIN SOLUTIONS INC 224 → 353 +129 This quarter +54
63 Q QNITY ELECTRONICS INC 1,172 → 1,332 +160 Earlier +45
64 APH AMPHENOL CORP-CL A 2,131 → 2,342 +211 Earlier +42
65 CASY CASEY'S GENERAL STORES INC 962 → 1,088 +126 Earlier +55
66 GOOGL ALPHABET INC-CL A 5,608 → 5,773 +165 This quarter +44
67 CVS CVS HEALTH CORP 1,881 → 2,081 +200 This quarter +42
68 ADI ANALOG DEVICES INC 2,121 → 2,295 +174 Earlier +43
69 NOK NOKIA CORP-SPON ADR 622 → 793 +171 Earlier +43
70 NVDA NVIDIA CORP 5,838 → 5,958 +120 This quarter +60
71 SNX TD SYNNEX CORP 604 → 739 +135 Earlier +47
72 CNC CENTENE CORP 865 → 1,005 +140 This quarter +46
73 JBL JABIL INC 977 → 1,123 +146 Earlier +44
74 HWM HOWMET AEROSPACE INC 1,479 → 1,614 +135 Earlier +45
75 IONQ IONQ INC 629 → 785 +156 This quarter +43
76 WOLF WOLFSPEED INC 152 → 264 +112 This quarter +63
77 BAC BANK OF AMERICA CORP 3,492 → 3,630 +138 This quarter +44
78 ABBV ABBVIE INC 4,076 → 4,202 +126 This quarter +45
79 IBKR INTERACTIVE BROKERS GRO-CL A 996 → 1,116 +120 Earlier +47
80 CRS CARPENTER TECHNOLOGY 700 → 881 +181 Earlier +39
81 AAOI APPLIED OPTOELECTRONICS INC 373 → 481 +108 Earlier +57
82 GOOG ALPHABET INC-CL C 5,104 → 5,227 +123 This quarter +45
83 DFTX DEFINIUM THERAPEUTICS INC 244 → 361 +117 Earlier +47
84 NUE NUCOR CORP 1,380 → 1,551 +171 Earlier +39
85 BA BOEING CO/THE 2,530 → 2,641 +111 This quarter +50
86 BNY BANK OF NEW YORK MELLON CORP 1,761 → 1,888 +127 This quarter +43
87 DOCN DIGITALOCEAN HOLDINGS INC 447 → 567 +120 Earlier +44
88 APLD APPLIED DIGITAL CORP 456 → 567 +111 Earlier +47
89 KEYS KEYSIGHT TECHNOLOGIES IN 1,137 → 1,255 +118 Earlier +44
90 V VISA INC-CLASS A SHARES 4,440 → 4,555 +115 This quarter +45
91 GH GUARDANT HEALTH INC 486 → 600 +114 This quarter +45
92 SANM SANMINA CORP 457 → 574 +117 This quarter +44
93 LSCC LATTICE SEMICONDUCTOR CORP 483 → 608 +125 Earlier +42
94 FIX COMFORT SYSTEMS USA INC 1,205 → 1,355 +150 Earlier +39
95 VIAV VIAVI SOLUTIONS INC 463 → 566 +103 Earlier +51
96 TSLA TESLA INC 4,189 → 4,294 +105 This quarter +48
97 MDLN MEDLINE INC-CL A 315 → 407 +92 Earlier +66
98 SEZL SEZZLE INC 220 → 324 +104 This quarter +48
99 HOOD ROBINHOOD MARKETS INC - A 1,274 → 1,395 +121 This quarter +42
100 STT STATE STREET CORP 1,138 → 1,263 +125 Earlier +41
101 ATI ATI INC 675 → 795 +120 Earlier +42
102 MCHP MICROCHIP TECHNOLOGY INC 1,168 → 1,290 +122 Earlier +41
103 AEIS ADVANCED ENERGY INDUSTRIES 577 → 684 +107 Earlier +45
104 CMI CUMMINS INC 1,964 → 2,114 +150 Earlier +38
105 MNST MONSTER BEVERAGE CORP 1,233 → 1,367 +134 This quarter +39
106 FFIV F5 INC 725 → 834 +109 Earlier +44
107 CSX CSX CORP 1,874 → 2,003 +129 Earlier +39
108 NET CLOUDFLARE INC - CLASS A 1,132 → 1,225 +93 Earlier +50
109 POWL POWELL INDUSTRIES INC 479 → 584 +105 Earlier +44
110 VLO VALERO ENERGY CORP 1,866 → 1,975 +109 Earlier +43
111 CARR CARRIER GLOBAL CORP 1,488 → 1,640 +152 This quarter +36
112 RDDT REDDIT INC-CL A 792 → 895 +103 This quarter +44
113 OUST OUSTER INC 226 → 329 +103 This quarter +44
114 SIMO SILICON MOTION TECHNOL-ADR 270 → 383 +113 Earlier +41
115 MTZ MASTEC INC 807 → 912 +105 Earlier +43
116 MAR MARRIOTT INTERNATIONAL -CL A 1,644 → 1,760 +116 Earlier +40
117 DAL DELTA AIR LINES INC 1,346 → 1,525 +179 This quarter +34
118 TTMI TTM TECHNOLOGIES 521 → 641 +120 Earlier +39
119 LQDA LIQUIDIA CORP 242 → 334 +92 This quarter +47
120 AMBQ AMBIQ MICRO INC 96 → 184 +88 Earlier +51
121 PURR HYPERLIQUID STRATEGIES 86 → 177 +91 Earlier +47
122 UNP UNION PACIFIC CORP 2,789 → 2,903 +114 Earlier +40
123 UCTT ULTRA CLEAN HOLDINGS INC 328 → 437 +109 Earlier +41
124 KNX KNIGHT-SWIFT TRANSPORTATION 506 → 630 +124 Earlier +38
125 NTAP NETAPP INC 860 → 964 +104 This quarter +42
126 ONTO ONTO INNOVATION INC 576 → 692 +116 Earlier +39
127 MANE VERADERMICS INC 79 → 164 +85 Earlier +53
128 BAND BANDWIDTH INC-CLASS A 155 → 240 +85 This quarter +51
129 ELV ELEVANCE HEALTH INC 1,471 → 1,614 +143 This quarter +35
130 HUT HUT 8 CORP 332 → 426 +94 This quarter +43
131 CIFR CIPHER DIGITAL INC 368 → 465 +97 This quarter +42
132 XYZ BLOCK INC 991 → 1,088 +97 This quarter +42
133 AXP AMERICAN EXPRESS CO 2,913 → 3,024 +111 This quarter +39
134 BTSG BRIGHTSPRING HEALTH SERVICES 335 → 421 +86 Earlier +47
135 ARW ARROW ELECTRONICS INC 529 → 633 +104 Earlier +40
136 XPO XPO INC 675 → 754 +79 Earlier +57
137 GWW WW GRAINGER INC 1,275 → 1,370 +95 Earlier +41
138 AGL AGILON HEALTH INC 94 → 178 +84 Earlier +47
139 ROK ROCKWELL AUTOMATION INC 1,422 → 1,547 +125 This quarter +35
140 ILMN ILLUMINA INC 850 → 942 +92 This quarter +42
141 FORM FORMFACTOR INC 395 → 512 +117 Earlier +36
142 PNC PNC FINANCIAL SERVICES GROUP 1,931 → 2,046 +115 Earlier +36
143 JBHT HUNT (JB) TRANSPRT SVCS INC 770 → 860 +90 Earlier +41
144 DHI DR HORTON INC 1,147 → 1,235 +88 This quarter +42
145 LAMR LAMAR ADVERTISING CO-A 697 → 781 +84 This quarter +44
146 DY DYCOM INDUSTRIES INC 516 → 622 +106 Earlier +37
147 CDNS CADENCE DESIGN SYS INC 1,408 → 1,513 +105 This quarter +37
148 KO COCA-COLA CO/THE 3,584 → 3,660 +76 Earlier +50
149 USB US BANCORP 1,987 → 2,073 +86 This quarter +42
150 VST VISTRA CORP 1,311 → 1,409 +98 This quarter +38
151 AXSM AXSOME THERAPEUTICS INC 407 → 504 +97 This quarter +38
152 URI UNITED RENTALS INC 1,462 → 1,597 +135 This quarter +32
153 CLS CELESTICA INC 774 → 875 +101 This quarter +37
154 HNGE HINGE HEALTH INC-A 202 → 276 +74 Earlier +51
155 CECO CECO ENVIRONMENTAL CORP 263 → 344 +81 Earlier +43
156 ASX ASE TECHNOLOGY HOLDING -ADR 370 → 486 +116 Earlier +34
157 HLT HILTON WORLDWIDE HOLDINGS IN 1,189 → 1,294 +105 Earlier +35
158 AMKR AMKOR TECHNOLOGY INC 532 → 649 +117 Earlier +33
159 COCO VITA COCO CO INC/THE 265 → 340 +75 This quarter +45
160 CFG CITIZENS FINANCIAL GROUP 1,024 → 1,102 +78 Earlier +43
161 EME EMCOR GROUP INC 1,154 → 1,243 +89 Earlier +38
162 VSAT VIASAT INC 395 → 487 +92 Earlier +37
163 BWA BORGWARNER INC 714 → 817 +103 Earlier +35
164 SYNA SYNAPTICS INC 297 → 373 +76 This quarter +43
165 COHU COHU INC 262 → 349 +87 This quarter +38
166 OKTA OKTA INC 731 → 826 +95 This quarter +35
167 LFUS LITTELFUSE INC 530 → 610 +80 Earlier +40
168 MAS MASCO CORP 837 → 923 +86 This quarter +38
169 CORT CORCEPT THERAPEUTICS INC 350 → 423 +73 This quarter +44
170 AXTI AXT INC 190 → 257 +67 Earlier +54
171 RBC RBC BEARINGS INC 611 → 690 +79 Earlier +40
172 ACMR ACM RESEARCH INC-CLASS A 299 → 376 +77 Earlier +41
173 MOD MODINE MANUFACTURING CO 545 → 638 +93 Earlier +35
174 VECO VEECO INSTRUMENTS INC 247 → 328 +81 Earlier +39
175 ORKA ORUKA THERAPEUTICS INC 183 → 255 +72 Earlier +44
176 JPM JPMORGAN CHASE & CO 5,048 → 5,115 +67 This quarter +52
177 LGN LEGENCE CORP-CL A 195 → 265 +70 Earlier +45
178 DLR DIGITAL REALTY TRUST INC 1,252 → 1,332 +80 Earlier +39
179 WELL WELLTOWER INC 1,489 → 1,597 +108 Earlier +32
180 EMR EMERSON ELECTRIC CO 2,213 → 2,299 +86 This quarter +36
181 KLIC KULICKE & SOFFA INDUSTRIES 367 → 465 +98 Earlier +33
182 MWH SOLV ENERGY INC-CL A 110 → 177 +67 Earlier +47
183 AGX ARGAN INC 484 → 564 +80 Earlier +38
184 WCC WESCO INTERNATIONAL INC 620 → 702 +82 This quarter +37
185 RBRK RUBRIK INC-A 464 → 576 +112 This quarter +31
186 ARMK ARAMARK 467 → 546 +79 Earlier +38
187 USAR USA RARE EARTH INC 317 → 395 +78 Earlier +38
188 NVO NOVO-NORDISK A/S-SPONS ADR 1,277 → 1,358 +81 This quarter +36
189 NBIX NEUROCRINE BIOSCIENCES INC 697 → 778 +81 This quarter +36
190 STLD STEEL DYNAMICS INC 938 → 1,023 +85 Earlier +35
191 SAIA SAIA INC 450 → 517 +67 Earlier +44
192 ENTG ENTEGRIS INC 643 → 747 +104 Earlier +31
193 RMBS RAMBUS INC 555 → 624 +69 This quarter +42
194 D DOMINION ENERGY INC 1,477 → 1,547 +70 Earlier +41
195 ROKU ROKU INC 695 → 784 +89 This quarter +33
196 SUNB SUNBELT RENTALS HOLDINGS INC 408 → 497 +89 Earlier +33
197 PDFS PDF SOLUTIONS INC 208 → 283 +75 Earlier +38
198 AFRM AFFIRM HOLDINGS INC 593 → 662 +69 This quarter +41
199 MUSA MURPHY USA INC 541 → 608 +67 This quarter +43
200 SMCI SUPER MICRO COMPUTER INC 706 → 772 +66 This quarter +44

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.