Market Pulse · Shareholders & Street
Ownership & institutional flows
Every S&P 500 company that raised Ownership & institutional flows in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
15 companies · 39 events · 1 negative · 14 no estimate (counted in companies, so the parts add up)
Companies raising Ownership & institutional flows
- JPM — Crypto ETF Institutional HoldingsImportance 45 · Surprise 64JPMORGAN CHASE & CO · News · 2026-08-17 · 6 eventsJPMorgan increased its holdings of cryptocurrency exchange-traded products during the second quarter of 2026, including Bitcoin and Ethereum ETFs. Reports cited a more than fourfold increase in its BlackRock Ether ETF…
- GOOG — Investor Ownership ChangesImportance 38 · Surprise 46Alphabet Inc. · News · 2026-08-17 · 3 eventsSmith Group Asset Management increased its Alphabet stake by 85% during the second quarter to 19,758 shares valued at $6.98 million. Mill Capital Management reduced its Alphabet position by 2.3%, selling 7,622 shares…
- UNH — Institutional Ownership ChangesImportance 36 · Surprise 56UNITEDHEALTH GROUP INC · News · 2026-08-16 · 2 eventsOppenheimer Asset Management increased its UnitedHealth Group stake by 38.9% in the second quarter, purchasing 27,774 shares and reaching 99,195 shares valued at $41.2 million. Jennison Associates increased its…
- PG — Investor Ownership ChangesImportance 34 · Surprise 46PROCTER & GAMBLE Co · News · 2026-08-17 · 7 eventsAltium Investment Strategies LLC purchased 100,702 P&G shares for approximately $14.8 million on August 15, 2026, making P&G its second-largest holding. Accurate Wealth Management LLC increased its P&G position by…
- XOM — Institutional Ownership ChangesImportance 34 · Surprise 46ExxonMobil Holdings Corp · News · 2026-08-16 · 4 eventsSeveral institutional investors reduced their ExxonMobil holdings in the second quarter, including Bogart Wealth LLC, Bartlett & CO. Wealth Management LLC, EverSource Wealth Advisors LLC, Fortis Group Advisors LLC, and…
- COST — Institutional Ownership ChangesImportance 33 · Surprise 46COSTCO WHOLESALE CORP /NEW · News · 2026-08-16Atria Investments reduced its Costco stake by 5.0% during the quarter, selling 607 shares and retaining 11,636 shares. Ascentis Wealth Management increased its position by 15,259.1% in the second quarter by purchasing…
- GOOGL — Institutional Ownership ChangesImportance 28 · Surprise 46Alphabet Inc. · News · 2026-08-16 · 2 eventsAgate Pass Investment Management reduced its Alphabet stake by 10.9% in the second quarter, while Alphabet remained its largest holding. Seilern Investment Management cut its position by 34.5% to 121,426 shares valued…
- MA — Investor Ownership ChangeImportance 25 · Surprise 42Mastercard Inc · News · 2026-08-17 · 4 eventsPershing Square, led by Bill Ackman, recently disclosed significant stakes in Mastercard and Visa. Each Mastercard and Visa position was valued at approximately $1.1 billion. The disclosures indicate a substantial…
- V — Institutional Ownership IncreaseImportance 17 · Surprise 24VISA INC. · News · 2026-08-17 · 4 eventsPershing Square, Bill Ackman’s investment firm, added new positions in Visa and Mastercard during the second quarter of 2026. The Visa purchase was reported alongside additions to Netflix, Alcon, Intercontinental…
- HD — Institutional Ownership ChangesImportance 14 · Surprise 14HOME DEPOT, INC. · News · 2026-08-15Summitry LLC purchased an additional 79,117 Home Depot shares during the second quarter, increasing its total position to 83,036 shares valued at $29.3 million. Envestnet Portfolio Solutions increased its Home Depot…
- LLY — Institutional Ownership ChangesImportance 13 · Surprise 22ELI LILLY & Co · News · 2026-08-16BIP Wealth LLC increased its Eli Lilly position by 17.4% during the second quarter of 2026. The firm purchased 534 additional shares. Its holdings rose to 3,598 Eli Lilly shares after the transactions.
- META — Institutional Ownership ChangesImportance 9 · Surprise 46Meta Platforms, Inc. · News · 2026-08-16Empirical Financial Services increased its Meta position by 3.3% in the second quarter, buying 3,518 shares and ending with 109,412 shares. Comprehensive Financial Consultants Institutional increased its stake by…
- NVDA — Institutional Ownership ChangesImportance 8 · Surprise 14NVIDIA CORP · News · 2026-08-16Balefire LLC reduced its NVIDIA position by 4.0% in the second quarter, selling 2,710 shares and retaining 65,016 shares. Mechanics Bank Trust Department increased its NVIDIA holdings by 5.0% during the same quarter to…
- ORCL — Institutional Ownership ChangeImportance 6 · Surprise 6ORACLE CORP · News · 2026-08-16Focus Partners Advisor Solutions LLC acquired 55,380 Oracle shares valued at $8.12 million, while Family Legacy Inc. purchased 24,359 shares valued at approximately $3.57 million. Pacific Sage Partners LLC acquired…
- AAPL — Institutional Ownership ChangesImportance 6 · Surprise 6Apple Inc. · News · 2026-08-15Gilder Gagnon Howe & Co. increased its Apple position by 18,915 shares. H&H International Investment sold 1,846,900 Apple shares, materially reducing its stake. BankChampaign National Association purchased 6,178 shares…