3 tracked superinvestors hold CORNING INC (GLW), worth $1.6B combined, led by Stephen Mandel. Smart money is trimming GLW as of the latest 13F filings.
Current price
$154.29
+122.8%
1Y
Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components…
Market cap
$136.0B
P/E
75.73
Div yield
0.7%
Revenue YoY
19.1%
Analyst target
$179
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.6B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-2
0 buying · 2 selling
Smart money is net reducing GLW: 2 funds trimmed versus 0 adding.
CORNING INC (GLW) is held by 3 tracked funds worth $1.6B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 4.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 4.3% | $697M | |
| Trimmed | 0.6% | $555M | |
| Held | 0.4% | $397M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $3M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Michelle Gullo | Officer | 9,874 | $2M | 2026-09-04 |
| Lewis Steverson | Officer | 13,100 | $2M | 2026-08-28 |
Which superinvestors own GLW?
3 tracked funds hold CORNING INC (GLW), the largest being Stephen Mandel (Lone Pine Capital) at 4.3% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling GLW?
In the most recent 13F quarter, 0 tracked funds added or opened GLW and 2 trimmed it.
How much GLW do tracked funds hold?
Combined disclosed long exposure to GLW across tracked superinvestors is $1.6B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.