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Q2 2026 institutional 13F filings reveal fresh stock stakes

A wave of second-quarter 2026 SEC 13F disclosures shows major funds—including Berkshire Hathaway, Twin Tree, William Blair, Compass Financial and Quantbot—revealing new or expanded stakes across banking, semiconductor, tech and consumer sectors.

5 stories52 sourcesUpdated Aug 23, 2026

In this storyline:Electronic Arts Arrow Electronics Vishay Intertechnology Keurig Dr Pepper Greg Abel BankUnited Littelfuse Skyworks Solutions

Q2 2026 institutional 13F filings reveal fresh stock stakes — Photo: William Blair & Company — Wikimedia Commons / Wikimedia Commons

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total articles across this storyline · last 72h

Key developments

Aug 23, 2026
Berkshire Hathaway trims its Bank of America stake by about 30.2 million shares to roughly 483 million while adding a new Delta Air Lines position under CEO Greg Abel.
6 sources on this →
Aug 23, 2026
Twin Tree Management discloses new Q2 stakes in Littelfuse, Keurig Dr Pepper, Vishay Intertechnology and Skyworks Solutions worth up to about $2.2 million.
20 sources on this →
Aug 23, 2026
William Blair Investment Management reveals new positions including $38 million in Palo Alto Networks and $26.5 million in Donnelley Financial Solutions.
7 sources on this →
Aug 23, 2026
Compass Financial Management discloses new Q2 stakes in NetScout Systems, KLA, the Defiance Quantum ETF, Qualcomm and Starbucks worth up to $3.3 million.

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Finance

Berkshire Cuts Bank of America Stake, Delta Purchase

Berkshire Hathaway trimmed its Bank of America stake by about 30.2 million shares in Q2 2026, lowering its BAC position to roughly 483 million shares and signaling a broader shift under Greg Abel that included a new Delta Air Lines investment. Bank of America also boosted its dividend 14% to $0.32 a share, underscoring continued cash generation as Berkshire rotates holdings, with 13F filings illustrating ongoing portfolio reshaping.

6 sources

Photo: Vishay Intertechnology — Wikimedia Commons / Wikimedia Commons

Business

Twin Tree Expands Holdings Across Semiconductors, Beverages

Twin Tree Management LP disclosed new positions in Littelfuse, Keurig Dr Pepper, Vishay Intertechnology and Skyworks Solutions in the second quarter, purchasing 1,245 LFUS shares, 67,490 KDP shares, 31,522 VSH shares, and 13,813 SWKS shares with values spanning hundreds of thousands to about $2.2 million. These moves reflect a broader pattern of institutional activity among semiconductor, consumer beverage and tech stocks.

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Aug 23, 2026

Quantbot Technologies discloses new Q2 stakes in Electronic Arts, Smith & Nephew, Arrow Electronics, Kinsale Capital Group and BankUnited.

9 sources on this →

20 sources

Photo: William Blair & Company — Wikimedia Commons / Wikimedia Commons

Business

William Blair Expands Holdings Across Firms

William Blair Investment Management LLC disclosed new or expanded stakes across several companies in the second quarter, including a purchase of 111,465 Palo Alto Networks shares worth about $38 million, a 631,933-share position in Donnelley Financial Solutions for roughly $26.5 million, and a sizable entry into Live Oak Bancshares with 569,233 shares around $23.25 million, along with stakes in Agree Realty and Equity Lifestyle Properties. The filings reflect broad institutional activity with multiple other funds adjusting holdings and notable insider/Director activity at Palo Alto Networks.

7 sources

Photo: Arrow Electronics — Wikimedia Commons / Wikimedia Commons

Business

Quantbot Expands Portfolio With New Stakes

Quantbot Technologies LP disclosed new Q2 stakes in five companies, including 69,871 shares of Electronic Arts ($14.3M), 101,123 shares of Smith & Nephew SNATS ($6.34M), 25,348 shares of Arrow Electronics ($5.41M), 17,346 shares of Kinsale Capital Group ($5.72M), and 108,119 shares of BankUnited ($5.24M). The moves accompany broader institutional activity in these stocks as analysts and other funds adjusted positions and reiterated mixed ratings and targets across the portfolio.

9 sources

Finance

Compass Financial Invests $2.35 Million in NTCT

Compass Financial Management LLC disclosed new stakes in five different securities, including NTCT, KLAC, the Defiance Quantum ETF, QCOM, and Starbucks, with investments ranging from roughly $869,000 to about $3.3 million. The moves reflect a diversified, institutional-edge portfolio spanning technology hardware, semiconductors, quantum-focused and consumer-oriented equities.

11 sources