Filing-backed signals

Latest ownership changes

13F manager update

Fundsmith LLP

Terry Smith

13F Smart money
CIK
0001569205
Security
MAR, SYK, WAT, V, UBER
Source
SEC Form 13F
Action
Latest 13F portfolio update
Magnitude
$13,648,923,682
Period
Q2 2026

Top reported holdings: MAR, SYK, WAT, V, UBER.

Insider signal

SL SPV-2, L.P.

Menlo Park, CA

Insider Ownership
CIK
0001767114
Security
DELL
Source
SEC Forms 3/4/5
Action
Reported ownership activity
Magnitude
$22,953,526,956
Period
09 Oct 2026

Top reported symbols: DELL.

Large-stake radar

Track 13D/G ownership changes

Large holders and activist-style filings

13D/G Large stake
Source
SEC Schedule 13D/G
Action
Review new and amended beneficial ownership reports
Company filing context

Super Micro Computer, Inc.

SMCI, SMCIP

SMCI, SMCIP Issuer
CIK
0001375365
Security
SMCI, SMCIP
Source
SEC company facts
Action
Open company facts and ownership context
Magnitude
San Jose, CA

Industry: Electronic Computers.

Related SEC paths

Additional CIK/CUSIP links surfaced from recent recovery signals.

SEC-backed rankings

Company-fact rankings

Ownership move preview

Largest parsed ownership moves

Insider buying

Largest net insider buys in the current 3 months window.

Insider market mover

Republic Services, Inc.

RSG

Form 4 Insider
CIK
RSG
Source
SEC Forms 3/4/5 aggregate
Action
Insider net buying
Magnitude
$2,760,644,388
Period
16 Jul 2026 - 16 Oct 2026

2 net insiders bought over the current 3 months window.

Insider market mover

Lennar Corp /New/

LEN, LEN-B

Form 4 Insider
CIK
LEN, LEN-B
Source
SEC Forms 3/4/5 aggregate
Action
Insider net buying
Magnitude
$1,190,589,923
Period
16 Jul 2026 - 16 Oct 2026

2 net insiders bought over the current 3 months window.

Insider market mover

Tyra Biosciences, Inc.

TYRA

Form 4 Insider
CIK
TYRA
Source
SEC Forms 3/4/5 aggregate
Action
Insider net buying
Magnitude
$999,974,577
Period
16 Jul 2026 - 16 Oct 2026

6 net insiders bought over the current 3 months window.

13F consensus accumulation

Top securities accumulated across institutional 13F portfolios.

Smart-money consensus

ExxonMobil Holdings Corp

XOM

13F Consensus
CIK
XOM
Source
SEC Form 13F aggregate
Action
13F consensus buying
Magnitude
$4,426,098,576
Period
Q3 2026

591 reported 13F buy activities in the latest quarter.

Smart-money consensus

Nvidia Corp

NVDA

13F Consensus
CIK
NVDA
Source
SEC Form 13F aggregate
Action
13F consensus buying
Magnitude
$644,243,054
Period
Q3 2026

479 reported 13F buy activities in the latest quarter.

Smart-money consensus

Microsoft Corp

MSFT

13F Consensus
CIK
MSFT
Source
SEC Form 13F aggregate
Action
13F consensus buying
Magnitude
$20,049,600
Period
Q3 2026

471 reported 13F buy activities in the latest quarter.

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