Investment Advice - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2180-Q4 1 109,475 -100.00 2,115,000 -100.00
2026-Q1 3,620 6,837,508,091 1.34 413,349,841,993,000 -19.41
2025-Q4 3,801 6,747,193,491 3.40 512,874,184,064,000 -0.32
2025-Q3 3,680 6,525,247,414 -2.00 514,545,124,328,000 1.99
2025-Q2 3,680 6,658,451,424 2.85 504,506,197,062,000 11.12
2025-Q1 3,638 6,473,829,274 25.22 454,012,573,454,000 -2.81
2024-Q4 3,737 5,169,956,797 3.43 467,125,816,645,000 16.93
2024-Q3 3,418 4,998,610,745 3.22 399,482,447,291,000 17.53
2024-Q2 3,339 4,842,476,767 3.26 339,886,983,379,000 0.65
2024-Q1 3,323 4,689,672,116 3.88 337,684,249,016,000 13.00
2023-Q4 3,234 4,514,308,410 -0.59 298,845,181,089,000 16.95
2023-Q3 3,061 4,541,282,751 0.48 255,527,722,099,000 7.95
2023-Q2 3,024 4,519,602,859 0.28 236,714,570,170,000 8.61
2023-Q1 2,999 4,506,790,078 -1.62 217,952,769,324,000 12.93
2022-Q4 2,979 4,580,854,061 -13.42 193,003,000,042,000 2,306.24
2022-Q3 2,929 5,290,656,743 -6.32 8,020,950,863,000 4.14
2022-Q2 2,978 5,647,756,721 3.13 7,702,441,747,000 -21.74
2022-Q1 3,116 5,476,257,603 0.87 9,842,182,221,000 142.57
2021-Q4 3,129 5,429,043,785 5.62 4,057,383,696,000 -8.46
2021-Q3 2,820 5,140,348,766 2.19 4,432,351,466,000 -59.05
2021-Q2 2,788 5,030,090,280 6.29 10,823,031,781,000 205.30
2021-Q1 2,711 4,732,475,417 -0.99 3,545,030,079,000 20.06
2020-Q4 2,650 4,779,932,640 4.09 2,952,793,251,000 59.29
2020-Q3 2,376 4,592,130,685 -0.44 1,853,758,136,000 -9.27
2020-Q2 2,400 4,612,599,972 9.95 2,043,056,811,000 9.26
2020-Q1 2,361 4,195,290,044 1.38 1,869,910,761,000 0.34
2019-Q4 2,465 4,138,367,115 1.15 1,863,530,348,000 22.63
2019-Q3 2,288 4,091,345,387 0.12 1,519,672,797,000 -11.57
2019-Q2 2,275 4,086,405,891 1.55 1,718,595,096,000 9.06
2019-Q1 2,290 4,023,987,147 -1.65 1,575,753,891,000 18.58
2018-Q4 2,246 4,091,635,496 0.41 1,328,846,074,000 -24.97
2018-Q3 2,214 4,075,048,572 2.57 1,771,178,998,000 -5.27
2018-Q2 2,220 3,972,979,425 -0.73 1,869,638,436,000 -11.85
2018-Q1 2,238 4,002,159,708 2.88 2,121,024,539,000 12.78
2017-Q4 2,244 3,890,128,350 -1.63 1,880,638,117,000 -0.98
2017-Q3 2,054 3,954,467,088 0.30 1,899,322,896,000 -11.24
2017-Q2 2,062 3,942,713,896 -0.89 2,139,862,493,000 24.00
2017-Q1 2,043 3,978,305,352 13.16 1,725,659,832,000 87.23
2016-Q4 1,965 3,515,592,810 0.77 921,687,771,000 -8.53
2016-Q3 1,872 3,488,559,300 -0.76 1,007,585,358,000 0.56
2016-Q2 1,867 3,515,192,292 -1.16 1,001,949,046,000 -23.68
2016-Q1 1,883 3,556,570,286 -1.10 1,312,751,725,000 31.98
2015-Q4 1,928 3,596,041,041 -1.14 994,649,039,000 2.78
2015-Q3 1,860 3,637,675,339 1.03 967,736,599,000 -70.62
2015-Q2 1,914 3,600,741,927 4.85 3,293,320,525,000 -3.41
2015-Q1 1,908 3,434,161,449 0.00 3,409,646,226,000 0.00