Consensus Stock Buys: What 13F Consensus Means (Q2 2026)

Consensus stock buys, in 13F data, are the securities that several institutional filers added in the same quarter. The phrase sounds like a verdict; it is a count. Each filer's newest Form 13F-HR is compared with its prior one, a security counts as added when the filer's share count rose or the position is newly reported, and the securities are ranked by how many filers added them. Flock publishes this for its tracked filers at Stocks the most 13F filers added. In Q2 2026 filings, Amazon.com was added by 11 of the 31 comparable tracked filers, the most of any security (read 19 September 2026). Every number below is as of the 30 June 2026 quarter-end. Not investment advice.

How does Flock count consensus stock buys?

The method is printed on the live page, and a consensus number means nothing without it. From the page, read 19 September 2026:

"A quarter-over-quarter share-count increase in the same security within one filer's 13F filings, or a position newly reported by a filer whose prior quarter was completely stored. Positions that merely rose into a filer's stored top-200 excerpt are excluded, so no add here is a truncation artifact."

Three details in that sentence do the work:

1. Share count, not value. A 13F reports quarter-end market value, so a position's value rises with its price even if the filer did nothing. Keying on shares removes that.
2. Completely stored prior quarter. For the largest filers Flock stores the top 200 positions by value, marked "(top 200)" on the hub. A security ranked just outside that excerpt last quarter and just inside it this quarter would look newly reported when it was merely re-ranked. The guard excludes those.
3. Filer boundary is not a trade. The page compared 31 of the 34 tracked filers for Q2 2026 and excluded 3: filers whose last stored quarter is older, filers with no prior quarter to compare against, and one filer whose two quarters were reported by different SEC filers. That last one is Pershing Square, whose 13F moved to a new filer for the quarter ended 30 June 2026; see the Bill Ackman portfolio for why the change cannot be read as trading.

What the Q2 2026 consensus showed

The eight securities added by the most filers among the 31 compared, from the live page, read 19 September 2026. Filer count is the ranking key; the combined value change includes the quarter's price move.

Source: SEC Form 13F-HR filings for the quarter ended 30 June 2026 and each filer's prior quarter, as aggregated on us.useflock.in/funds/consensus-buys. Further rows on the page include Nvidia (6 filers), Alphabet Class C (6), Tesla (6) and Seagate Technology (6).

The eleven filers adding Amazon were BlackRock, Coatue Management, Dodge & Cox, Viking Global Investors, Renaissance Technologies (newly reported), Davis Selected Advisers, Appaloosa LP, Baupost Group, Duquesne Family Office, ARK Investment Management and Hound Partners. The ten adding Alphabet Class A included Berkshire Hathaway, whose own filing shows a 24,541,369-share increase in that line; see the Berkshire Hathaway 13F.

What consensus stock buys do not tell you

Not the size of the add. Eleven filers adding Amazon is eleven share-count increases of any size. Appaloosa's was 680,000 shares; BlackRock's, as an index-scale manager, is on a different scale altogether and is stored as a top-200 excerpt. The filer count treats them the same, deliberately, because the value column would otherwise be dominated by one filer.

Not why. Index rebalancing, inflows to a fund, a new mandate, or a discretionary decision all produce a share-count increase. The 13F does not say which.

Not current. The comparison is between two quarter-end snapshots, the newer of which was filed up to 45 days after 30 June 2026. Berkshire Hathaway, Pershing Square, Duquesne Family Office, Appaloosa and Carl Icahn all filed on 14 August 2026 (EDGAR filing index pages, read 19 September 2026). Anything done since is not in the data.

Not the whole universe. The consensus is across Flock's 34 tracked filers, 31 of them comparable this quarter, not across every 13F filer. A broader universe would produce different counts. The page states the denominator on every figure.

Not a recommendation. A count of filers whose share count rose is a filed fact. What it means, if anything, for a decision of yours is outside what the data can say.

Related pages

• Largest 13F position increases, Q2 2026: the same comparison ranked by a single filer's value change instead of filer count, with the same share-count requirement.
• What stocks did hedge funds buy last quarter?: the consensus table framed as an answer, with the same method.
• All tracked 13F filers: the 34 filers behind the count.

For the background, read what a 13F filing is, what the 13F information table contains and what multi-entity disclosure overlap means, the same idea applied across US and Indian filings. For the fast-moving counterpart in insider filings, see what a cluster buy is.

Consensus stock buys are a dated count of filers whose reported share counts rose, with the method printed next to the number. What any of it means for you is your call to make.