Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Corning Inc (GLW)

2K + Investors. Track Smart Money conviction in GLW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +357
Streak
10Q ▲
Buyers last Q
54%

Smart Money Signals — GLW

Based on 2244 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added GLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,244 hedge funds hold GLW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +56% more funds vs a year ago

fund count last 6Q
+803 new funds entered over the past year (+56% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

1184 buying990 selling
Last quarter: 1,184 funds bought or added vs 990 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+213 vs last Q)

new funds entering per quarter
Funds opening a new GLW position: 182 → 321 → 284 → 497. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 17% medium ■ 30% new
1,179 out of 2,244 hedge funds have held GLW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+46% value, -4% shares)

Value
+46%
Shares
-4%
Last quarter: total value of institutional GLW holdings rose +46% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

146 → 182 → 321 → 284 → 497 new funds/Q
New funds entering each quarter: 182 → 321 → 284 → 497. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 32% newcomers

■ 59% veterans ■ 9% 1-2yr ■ 32% new
Entry-cohort mix of 2,329 holders: 1,372 (59%) are 2+ year veterans, 216 entered 1–2 years ago, and 741 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
71 of 2234 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in GLW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GLW

In 2026 Q1, 1184 hedge funds were net buyers of GLW (497 opened a new position, 687 added to an existing one), while 990 reduced or exited (850 trimmed, 140 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in GLW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +357 funds (more new holders than closures). Total institutional holders: 2244.

Hedge Fund Ownership: GLW

How many hedge funds hold GLW — quarterly history vs. share price
Quarterly hedge fund ownership of GLW vs. share price

Market Analysis: GLW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Corning Inc (GLW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLW has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
GLW
+43.4%
XLK
+44.0%

GLW outperformed XLK by -0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
GLW
+1.8%
XLK
+8.6%

Since the filing became public, GLW outperformed XLK by -6.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

117 top-rated funds 60 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
7.2
/ 10
conviction
Hedge Fund Positioning: GLW
2K + Investors

Track Smart Money conviction in GLW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2214 1886 17.39%
13F Shares 618M 644M -4.12%
Total Value $80.96B $55.44B 46.04%
New Positions 486 284 +202
Increased Positions 668 583 +85
Closed Positions 158 119 +39
Reduced Positions 814 740 +74
Total Calls 50 36 38.89%
Total Puts 45 32 40.62%
PUT/CALL Ratio 0.9 0.89 Neutral

Statistics: GLW

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GLW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Burns Matteson Capital Management, LLC 15.91% 319,457 $43.4M
2 Ariose Capital Management Ltd 11.57% 126,729 $17.2M
3 Anther Capital Ltd 10.67% 3,002,986 $408.3M
4 Eliot Finkel Investment Counsel, LLC 10.42% 140,950 $19.2M
5 VMS Asset Management Limited 7.72% 93,034 $12.6M
6 Minneapolis Portfolio Management Group, LLC 7.43% 514,558 $70.0M
7 Founders Capital Management 7.07% 106,549 $14.5M
8 Evergreen Quality Fund GP, Ltd. 6.25% 2,009,597 $273.2M
9 O'Keefe Stevens Advisory, Inc. 6.02% 179,167 $24.4M
10 John G Ullman & Associates Inc 5.76% 319,742 $43.5M
11 Cacti Asset Management LLC 5.66% 687,179 $93.4M
12 Cornerstone Capital, Inc. 5.64% 415,030 $56.4M
13 WT Asset Management Ltd 5.63% 1,978,013 $269.0M
14 Shufro Rose & Co LLC 5.62% 607,533 $82.6M
15 Lawood & Co 5.49% 43,488 $5.9M
16 Potrero Capital Research LLC 5.48% 65,720 $8.9M
17 Cookson Peirce & Co Inc 5.41% 939,365 $127.7M
18 Ardmore Road Asset Management LP 5.37% 600,000 $81.6M
19 Xn LP 5.05% 1,010,411 $137.4M
20 Royal Palms Capital LLC 5.00% 37,121 $5.0M
21 J.P. Marvel Investment Advisors, LLC 4.99% 258,884 $35.2M
22 Pinnbrook Capital Management LP 4.96% 140,000 $19.0M
23 Gladstone Capital Management LLP 4.87% 356,933 $48.5M
24 Fourier Capital Management Ltd 4.85% 35,687 $4.9M
25 Randolph Co Inc 4.75% 365,646 $49.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Corning Inc (GLW)

What does the Smart Money Trend signal show for GLW?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added GLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GLW?

Slight buying edge — 54% buying: Last quarter: 1,184 funds bought or added vs 990 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GLW holders?

Elite ownership — 49% AUM from top-100 funds: 71 of 2234 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in GLW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GLW?

53% of holders stayed for 2+ years: 1,179 out of 2,244 hedge funds have held GLW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Corning Inc (GLW) following the 2026 Q1 hedge fund 13F filings?

As of today, GLW has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), GLW has gained +43.4% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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