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13F filings, Q3 2025: what the tracked investors bought and sold

Holdings as of Sep 30, 2025, due by Nov 14, 2025. A 13F shows long US stock positions only, 45 days late, with no shorts or cash: read it as a photograph, not a trade log. How to read a 13F.

All tracked investors
filed85 / 85
reported value$1.2T
positions5,902
latest filingFeb 17, 2026

New buys

positions opened, by number of investors
TickerCompanyInvestorsValue
UNPUNION PAC CORP5$1.2B
FISVFISERV INC4$230.4M
GPCGenuine Parts Co4$213.8M
FWONKLiberty Media Corp Del4$180.6M
MDBMongodb Inc4$164.9M
STUBfirst appearanceStubhub Hldgs Inc4$136.5M
AEBIfirst appearanceAEBI SCHMIDT HLDG AG4$63.2M
GLIBKfirst appearanceGCI LIBERTY INC4$63.1M
UNHUNITEDHEALTH GROUP INC4$25.9M
UPSUNITED PARCEL SERVICE INC4$12.6M

Sold out

positions closed entirely, by number of investors
TickerCompanyInvestorsValue sold
LLYEli Lilly & Co4$1.6B
UNHUNITEDHEALTH GROUP INC4$605.5M
SPARUSDSHYFT GROUP INC4$50.6M
INTUINTUIT3$610.1M
WIXWIX COM LTD3$366.2M
LBRDKLIBERTY BROADBAND CORP3$215.8M
0VVBPARAMOUNT GLOBAL3$181.5M
ICLRICON PLC3$127.2M
ILMNIllumina Inc3$80.5M
BLDRBuilders Firstsource Inc3$54.5M

Net bought

shares changed × price, summed
TickerCompanyBuyers / sellersNet
VVISA INC10 / 10+$3.3B
AVGOBroadcom Inc5 / 7+$1.7B
AONAON PLC6 / 2+$1.6B
FISVFISERV INC12 / 2+$1.6B
GOOGLALPHABET INC9 / 20+$1.5B
CBCHUBB LIMITED3 / 2+$1.2B
UNPUNION PAC CORP7 / 5+$1.2B
ELVELEVANCE HEALTH INC FORMERLY9 / 3+$1.2B
PNCPNC FINL SVCS GROUP INC4 / 4+$1.1B
BSXBOSTON SCIENTIFIC CORP3 / 3+$876.3M

Net sold

shares changed × price, summed
TickerCompanyBuyers / sellersNet
AAPLAPPLE INC6 / 13−$10.6B
MSFTMicrosoft Corp9 / 27−$10.3B
METAMeta Platforms Inc10 / 20−$5.3B
BACBANK AMER CORP5 / 12−$3.2B
GOOGALPHABET INC2 / 26−$2.7B
CCitigroup Inc0 / 10−$2.3B
ORCLORACLE CORP2 / 12−$1.6B
LLYEli Lilly & Co3 / 7−$1.5B
GEGE AEROSPACE1 / 5−$1.4B
WFCWELLS FARGO CO NEW0 / 13−$1.3B

Changes are computed for the 84 investors with holdings in both Q3 2025 and the quarter before, stock positions only (no options). Share changes are priced at each quarter's reported value per share. A first appearance is a security no tracked investor held last quarter — a spin-off or a new listing — so holding it may not mean anyone bought it.

What the best-known names did

largest moves by value
Buffett
Berkshire Hathaway Inc · filed 11-14
reduced AAPL −$10.6Bbought GOOGL $4.3Breduced BAC −$1.9Badded CB +$1.2Breduced VRSN −$1.2B
Burry
Scion Asset Management, LLC · filed 11-03
bought MOH $23.9Mbought SLM $13.3Mbought BRKR 6.375 09/01/28 $13.1Msold EL $12.1Msold BRKR $10.3M
Druckenmiller
Duquesne Family Office LLC · filed 11-14
sold PM $148.6Msold ENTG $132.7Msold COHR $103.3Msold MSFT $99.9Mbought AMZN $96.0M
Soros
Soros Fund Management LLC · filed 11-14
added AMZN +$404.7Madded GOOGL +$153.5Msold LBRDK $141.7Mbought F 0 03/15/26 $137.7Mreduced DOCN 0 12/01/26 −$129.6M
Bridgewater
Bridgewater Associates, LP · filed 11-13
reduced NVDA −$880.5Mreduced GOOGL −$716.3Mreduced MSFT −$320.0Mreduced PANW −$294.1Mreduced META −$286.5M
Ackman
Pershing Square Inc. · filed 11-14
reduced GOOGL −$126.2Mreduced BN −$9.6Mreduced QSR −$5.5Mreduced UBER −$3.0M
Klarman
Baupost Group LLC · filed 11-13
bought UNP $353.7Madded QSR +$269.6Madded ELV +$227.2Mbought GPC $193.3Mreduced GOOG −$189.0M
Tepper
Appaloosa LP · filed 11-13
reduced UNH −$775.7Madded WHR +$411.4Msold INTC $179.2Mbought AMD $153.7Madded QCOM +$148.9M

Every quarter since Q3 2013

2026Q1Q2Q3
2013Q3Q4