Q3 2026 13F filings: who's buying AI so far
The 13F filings for the quarter ended Sep 30, 2026 are coming in: 80 read so far, ahead of the Nov 16, 2026 deadline. Most large managers file in the last days. Each filer is read against its own previous quarter; the full report follows once the wave is read.
First filers
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC — filed Oct 5, 2026: $3.4B in 53 AI stocks, +$63.6M net since its previous quarter
- EASTERN BANK — filed Oct 5, 2026: $2.6B in 115 AI stocks, -$6.1M net since its previous quarter
- ARGENT CAPITAL MANAGEMENT LLC — filed Oct 5, 2026: $1.6B in 28 AI stocks, -$81.1M net since its previous quarter
- MassMutual Private Wealth & Trust, FSB — filed Oct 5, 2026: $1.4B in 188 AI stocks, -$43.8M net since its previous quarter
- PARK NATIONAL CORP /OH/ — filed Oct 5, 2026: $1.2B in 43 AI stocks, -$35.0M net since its previous quarter
- JIA INVESTMENT ALLIANCE PTE. LTD. — filed Oct 6, 2026: $863.0M in 13 AI stocks, -$9.1M net since its previous quarter
- ROCKLAND TRUST CO — filed Oct 5, 2026: $725.7M in 51 AI stocks, +$18.6M net since its previous quarter
- NEVILLE RODIE & SHAW INC — filed Oct 5, 2026: $722.6M in 43 AI stocks, -$47.8M net since its previous quarter
- CONFLUENCE INVESTMENT MANAGEMENT LLC — filed Oct 1, 2026: $689.9M in 17 AI stocks, -$33.2M net since its previous quarter
- Violich Capital Management, Inc. — filed Oct 5, 2026: $499.3M in 27 AI stocks, -$9.7M net since its previous quarter
- Coastline Trust Co — filed Oct 1, 2026: $411.9M in 57 AI stocks, -$26.1M net since its previous quarter
- CapWealth Advisors, LLC — filed Oct 5, 2026: $376.3M in 22 AI stocks, -$10.5M net since its previous quarter
- CACTI ASSET MANAGEMENT LLC — filed Oct 1, 2026: $365.5M in 13 AI stocks, +$27.1M net since its previous quarter
- TOMPKINS FINANCIAL CORP — filed Oct 5, 2026: $284.0M in 63 AI stocks, -$9.5M net since its previous quarter
- Versant Capital Management, Inc — filed Oct 2, 2026: $267.3M in 203 AI stocks, +$6.7M net since its previous quarter
- FIRST FINANCIAL BANK - TRUST DIVISION — filed Oct 1, 2026: $259.3M in 32 AI stocks, +$10.1M net since its previous quarter
Their biggest moves
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added to AMD (AMD): +$84.4M at the quarter's price, 1.0% of its 13F portfolio
- GoalVest Advisory LLC added to Comfort Systems USA (FIX): +$83.2M at the quarter's price, 14.4% of its 13F portfolio
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added to Meta Platforms (META): +$29.6M at the quarter's price, 0.86% of its 13F portfolio
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC opened a position in Celestica (CLS): +$27.8M at the quarter's price, 0.33% of its 13F portfolio
- EASTERN BANK added to Lumentum (LITE): +$27.5M at the quarter's price, 0.42% of its 13F portfolio
- EASTERN BANK trimmed Oracle (ORCL): -$25.2M at the quarter's price, 0.20% of its 13F portfolio
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed Apple (AAPL): -$24.3M at the quarter's price, 5.2% of its 13F portfolio
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed American Electric Power (AEP): -$24.2M at the quarter's price, 0.99% of its 13F portfolio
- CONFLUENCE INVESTMENT MANAGEMENT LLC sold out of Keysight Technologies (KEYS): -$22.6M at the quarter's price, 0.35% of its 13F portfolio before
- ROCKLAND TRUST CO trimmed Accenture (ACN): -$22.4M at the quarter's price, 0.03% of its 13F portfolio
- ROCKLAND TRUST CO added to Cisco (CSCO): +$21.6M at the quarter's price, 0.90% of its 13F portfolio
- EASTERN BANK added to Micron (MU): +$21.3M at the quarter's price, 0.65% of its 13F portfolio
Every quarter
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