SW
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Icahn Carl C
· Exited
−$514M
Change
−6.0M
Δ Own
−100.0%
Date
Q1 2026
|
Icahn Carl C | Exited· Q1 2026 | −$514M | −6.0M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$71M
Change
−836K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$71M | −836K | −100.0% | Q1 2026 | |||||
|
Corvex Management LP
· Reduced
−$61M
Change
−712K
Δ Own
−14.2%
Date
Q1 2026
|
Corvex Management LP | Reduced· Q1 2026 | −$61M | −712K | −14.2% | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· New
+$48M
Change
+566K
Date
Q1 2026
|
Balyasny Asset Management L.P. | New· Q1 2026 | +$48M | +566K | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$48M
Change
+560K
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$48M | +560K | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· New
+$44M
Change
+515K
Date
Q1 2026
|
Point72 Asset Management, L.P. | New· Q1 2026 | +$44M | +515K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$42M
Change
−488K
Δ Own
−8.6%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$42M | −488K | −8.6% | Q1 2026 | |||||
|
BlackRock
· Added
+$40M
Change
+465K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$40M | +465K | – | Q1 2026 | |||||
|
Cohen & Steers, Inc.
· New
+$39M
Change
+463K
Date
Q1 2026
|
Cohen & Steers, Inc. | New· Q1 2026 | +$39M | +463K | – | Q1 2026 | |||||
|
Zimmer Partners, LP
· Added
+$36M
Change
+422K
Date
Q1 2026
|
Zimmer Partners, LP | Added· Q1 2026 | +$36M | +422K | – | Q1 2026 | |||||
|
Vanguard
· Added
+$32M
Change
+378K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$32M | +378K | – | Q1 2026 | |||||
|
Brookfield Corp
· Added
+$31M
Change
+362K
Date
Q1 2026
|
Brookfield Corp | Added· Q1 2026 | +$31M | +362K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
+$29M
Change
+339K
Δ Own
+281.2%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | +$29M | +339K | +281.2% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$20M
Change
+229K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$20M | +229K | – | Q1 2026 | |||||
|
Kayne Anderson Capital Advisors LP
· New
+$18M
Change
+217K
Date
Q1 2026
|
Kayne Anderson Capital Advisors LP | New· Q1 2026 | +$18M | +217K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Carson Molly R.
· Director
Grant (A)
1K
|
Carson Molly R. | Director | Grant (A) | – | 1K | – | 1K | – | May 7, 2026 | May 13, 2026 | |||||||||
|
Kim Leezie
· Director
Grant (A)
1K
|
Kim Leezie | Director | Grant (A) | – | 1K | – | 1K | – | May 7, 2026 | May 13, 2026 | |||||||||
|
Haller Karen S.
· Officer
Tax withholding or exercise payment (F)
-$1.0M
|
Haller Karen S. | Officer | Tax withholding or exercise payment (F) | $80.02 | -13K | -$1.0M | 186K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Timperley Amy L.
· Officer
Tax withholding or exercise payment (F)
-$95K
|
Timperley Amy L. | Officer | Tax withholding or exercise payment (F) | $80.02 | -1K | -$95K | 15K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Williams Julie M.
· Officer
Tax withholding or exercise payment (F)
-$278K
|
Williams Julie M. | Officer | Tax withholding or exercise payment (F) | $80.02 | -3K | -$278K | 29K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Mazzeo Catherine M.
· Officer
Tax withholding or exercise payment (F)
-$44K
|
Mazzeo Catherine M. | Officer | Tax withholding or exercise payment (F) | $80.02 | -544 | -$44K | 16K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Brown Justin L.
· Officer
2 operations
-$828K
|
Brown Justin L. | Officer | 2 operations | $80.02–$87.60 | -10K | -$828K | 28K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Gabe Randall P.
· Officer
Tax withholding or exercise payment (F)
-$174K
|
Gabe Randall P. | Officer | Tax withholding or exercise payment (F) | $80.02 | -2K | -$174K | 24K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Forsberg Justin S.
· Officer
Tax withholding or exercise payment (F)
-$42K
|
Forsberg Justin S. | Officer | Tax withholding or exercise payment (F) | $80.02 | -520 | -$42K | 7K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Brown Justin L.
· Officer
Grant (A)
8K
|
Brown Justin L. | Officer | Grant (A) | – | 8K | – | 38K | – | Feb 22, 2026 | Feb 23, 2026 | |||||||||
|
Gabe Randall P.
· Officer
2 operations
8K
|
Gabe Randall P. | Officer | 2 operations | – | 8K | – | 21K | – | Feb 19, 2026 | Feb 23, 2026 | |||||||||
|
Evans Andrew W.
· Director
Grant (A)
2K
|
Evans Andrew W. | Director | Grant (A) | – | 2K | – | 10K | – | Feb 19, 2026 | Feb 23, 2026 | |||||||||
|
Lewis-Raymond Jane
· Director
Grant (A)
2K
|
Lewis-Raymond Jane | Director | Grant (A) | – | 2K | – | 17K | – | Feb 19, 2026 | Feb 23, 2026 | |||||||||
|
Timperley Amy L.
· Officer
2 operations
7K
|
Timperley Amy L. | Officer | 2 operations | – | 7K | – | 16K | – | Feb 19, 2026 | Feb 23, 2026 | |||||||||
|
Linginfelter Henry P.
· Director
Grant (A)
2K
|
Linginfelter Henry P. | Director | Grant (A) | – | 2K | – | 10K | – | Feb 19, 2026 | Feb 23, 2026 | |||||||||
366 reporting institutions disclosed SWX position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.