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The Filing Season

Every 13F report from every filer: cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

8,836 of approximately 8,118 expected managers have filed for Q4 2025 (108.8%); “expected” = the prior season's filer count

9,08013F-HR reports
$68.16TΣ reported value
5.65MHoldings listedall filers · Q4 2025
245Amendments
1,957Notice filings
Jan 02First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 9,078 of 9,080 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,080 reports filed Jan 02 to May 29; busiest day Feb 17 with 1,5894448891,3341,779Jan 02: 8 reportsJan 05: 53 reportsJan 06: 66 reportsJan 07: 101 reportsJan 08: 83 reportsJan 09: 74 reportsJan 12: 154 reportsJan 13: 92 reportsJan 14: 182 reportsJan 15: 174 reportsJan 16: 141 reportsJan 20: 153 reportsJan 21: 229 reportsJan 22: 156 reportsJan 23: 261 reportsJan 26: 238 reportsJan 27: 231 reportsJan 28: 233 reportsJan 29: 212 reportsJan 30: 159 reportsFeb 02: 219 reportsFeb 03: 225 reportsFeb 04: 230 reportsFeb 05: 327 reportsFeb 06: 304 reportsFeb 09: 294 reportsFeb 10: 428 reportsFeb 11: 429 reportsFeb 12: 514 reportsFeb 13: 1,012 reportsFeb 17: 1,589 reportsFeb 18: 127 reportsFeb 19: 33 reportsFeb 20: 45 reportsFeb 23: 28 reportsFeb 24: 33 reportsFeb 25: 11 reportsFeb 26: 14 reportsFeb 27: 11 reportsMar 02: 10 reportsMar 03: 14 reportsMar 04: 7 reportsMar 05: 10 reportsMar 06: 5 reportsMar 09: 5 reportsMar 10: 5 reportsMar 11: 5 reportsMar 12: 5 reportsMar 13: 5 reportsMar 16: 2 reportsMar 17: 7 reportsMar 19: 1 reportsMar 20: 2 reportsMar 23: 2 reportsMar 24: 3 reportsMar 25: 1 reportsMar 26: 2 reportsMar 27: 3 reportsMar 31: 1 reportsApr 01: 5 reportsApr 02: 3 reportsApr 06: 1 reportsApr 07: 4 reportsApr 08: 3 reportsApr 09: 2 reportsApr 10: 4 reportsApr 14: 1 reportsApr 16: 1 reportsApr 17: 2 reportsApr 20: 1 reportsApr 21: 3 reportsApr 22: 2 reportsApr 24: 2 reportsApr 28: 2 reportsApr 29: 2 reportsApr 30: 1 reportsMay 05: 2 reportsMay 06: 2 reportsMay 07: 7 reportsMay 08: 1 reportsMay 11: 3 reportsMay 12: 4 reportsMay 13: 6 reportsMay 14: 7 reportsMay 15: 15 reportsMay 18: 1 reportsMay 19: 1 reportsMay 20: 7 reportsMay 21: 2 reportsMay 22: 4 reportsMay 26: 3 reportsMay 27: 3 reportsMay 28: 3 reportsMay 29: 2 reports100%45-day deadline · Feb 141,589 on Feb 17Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 15
13F-HR reports filed per day, all filers, with the 45-day statutory deadline marked. Bars are calendar days (weekends stay empty); the line traces the cumulative share of the season filed.
52.6% of reports arrived in the final week before the Feb 14 deadline
What the tracked universe did this season
+10,294New positions
−7,298Full exits
38,010Increased
32,892Reduced
58Comparable managers

Position-level changes across tracked managers with a comparable prior filing (the deep-parsed universe, not all filers). Buying in depth → · Selling in depth →

Street lamps in front of the glass facade of the SEC headquarters
Headquarters of the U.S. Securities and Exchange Commission, Washington, D.C., 2008. Photo: David (dbking on Flickr) · CC BY 2.0 · Wikimedia Commons · All photo credits
Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
Q Qnity Electronics… +26 +27 163
SOLS Solstice Advanced… +23 +24 144
MDLN Medline Inc. +21 +22 85
FRMI Fermi Inc. Common… +20 +20 65
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

Most reduced so far

SecurityΔ holdersExitsHolders
SPNS -19 −19 6
LNWO Light & Wonder, Inc. -17 −18 9
WOW -16 −16 4
IRBT -14 −14 5
LAZRQ -11 −11 4
ZK -10 −10 3
ILLR -9 −9 3
ADAPY -6 −6 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.90T 17,686 Jan 29
2 BlackRock $5.92T 50,216 Feb 12
3 State Street Global Advisors $2.98T 4,288 Feb 13
4 Fidelity (FMR) $1.96T 13,225 Feb 17
5 Morgan Stanley $1.67T 45,420 Feb 13
6 Geode Capital Management $1.62T 8,528 Feb 09
7 JPMorgan Chase $1.59T 31,795 Feb 11
8 Bank Of America Corp /De/ $1.37T 28,105 Feb 17
9 Norges Bank $934.76B 1,577 Feb 10
10 Susquehanna International Group, Llp $868.03B 13,927 Feb 17
11 Goldman Sachs Group $811.11B 13,034 Feb 10
12 Northern Trust Corp $784.38B 20,753 Feb 17
Notable manager changes
01 JPMorgan Chase

Reported value -52.3% QoQ ($3.34T → $1.59T)

→
02 Point72 Asset Management

Reported value +49.6% QoQ ($59.76B → $89.42B)

→
03 Harris Associates (Oakmark)

Reported value +26.8% QoQ ($62.38B → $79.12B)

→
04 Soros Fund Management

Reported value +22.9% QoQ ($7.02B → $8.63B)

→
05 Norges Bank

+1560 new positions this quarter (1,577 total)

→
06 Citadel Advisors

+1347 new positions this quarter (15,403 total)

→
07 Marshall Wace

+691 new positions this quarter (6,074 total)

→
08 Altimeter Capital

Top-10 concentration 82% → 89% (+7.3pp)

→
09 Millennium Management

Top-10 concentration 15% → 21% (+5.7pp)

→
10 Bridgewater Associates

Top-10 concentration 33% → 36% (+3.8pp)

→

Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.

The amendments record
ManagerTypeOriginal filedAmendedValue: original → amended
Neuberger Berman Group LLC restatement Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
Blackstone Inc. new holdings Feb 17 Oct 09 $25.31B → $6.00B (-76.3%) SEC ↗
Elm Partners Management LLC restatement Feb 10 Oct 07 $2.20B → $2.70B (+22.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 21 Sep 28 $8.42B → $8.22B (-2.4%) SEC ↗
Catalio Capital Management, LP restatement Feb 17 Sep 02 $565.79M → $565.79M (0.0%) SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
Cornerstone Financial Management LLC restatement Feb 13 Aug 28 $106.50M → $106.50M (0.0%) SEC ↗
VELA Investment Management, LLC restatement Feb 02 Aug 27 $425.05M → $420.56M (-1.1%) SEC ↗
Boston Research & Management Inc new holdings Feb 11 Aug 27 $433,688 → $439.93M (+101338.4%) SEC ↗
Dakota Wealth Management restatement Jan 13 Aug 26 $5.64B → $5.64B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Feb 17 Aug 26 $889,805 → $889,841 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Feb 17 Aug 26 $7.05B → $142.02M (-98.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Feb 12 Aug 21 $5.96B → $115,056 (-100.0%) SEC ↗

“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work

The complete feed

Showing 10,101–10,200 of 10,726 managers that reported this season
One row per manager: these managers filed 11,282 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Jan 14 Silchester Partners Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 Fort Washington Investment Advisors Inc /Oh/

$18.78B reported · 457 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 13 Mather Group, Llc.

$9.71B reported · 646 holdings listed · SEC ↗

Q4 2025
Jan 13 Capital Investment Advisors, LLC

$6.57B reported · 735 holdings listed · SEC ↗

Q4 2025
Jan 13 Ferguson Wellman Capital Management, Inc

$6.24B reported · 358 holdings listed · SEC ↗

Q4 2025
Jan 13 Riverbridge Partners Llc

$5.33B reported · 188 holdings listed · SEC ↗

Q4 2025
Jan 13 Stonehage Fleming Financial Services Holdings Ltd

$3.25B reported · 269 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 13 CoreCap Advisors, LLC

$2.86B reported · 2,951 holdings listed · SEC ↗

Q4 2025
Jan 13 Parsons Capital Management Inc/Ri

$1.82B reported · 462 holdings listed · SEC ↗

Q4 2025
Jan 13 Kathmere Capital Management, LLC

$1.49B reported · 577 holdings listed · SEC ↗

Q4 2025
Jan 13 Trust Asset Management LLC

$1.47B reported · 226 holdings listed · SEC ↗

Q4 2025
Jan 13 Avity Investment Management Inc.

$1.43B reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 13 Global X Japan Co., Ltd.

$1.31B reported · 332 holdings listed · SEC ↗

Q4 2025
Jan 13 Trust Point Inc.

$1.27B reported · 600 holdings listed · SEC ↗

Q4 2025
Jan 13 Signal Advisors Wealth, LLC

$1.26B reported · 504 holdings listed · SEC ↗

Q4 2025
Jan 13 Norden Group Llc

$1.02B reported · 605 holdings listed · SEC ↗

Q4 2025
Jan 13 Dream Peak Capital Ltd

$970.99M reported · 7 holdings listed · SEC ↗

Q4 2025
Jan 13 Synergy Asset Management, LLC

$961.55M reported · 227 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 13 Sendero Wealth Management, LLC

$902.07M reported · 314 holdings listed · 8 other managers included · SEC ↗

Q4 2025
Jan 13 Mayflower Financial Advisors, LLC

$826.87M reported · 414 holdings listed · SEC ↗

Q4 2025
Jan 13 Sharkey, Howes & Javer

$786.76M reported · 160 holdings listed · SEC ↗

Q4 2025
Jan 13 Well Done, LLC

$669.11M reported · 197 holdings listed · SEC ↗

Q4 2025
Jan 13 Regatta Capital Group, Llc

$662.10M reported · 211 holdings listed · SEC ↗

Q4 2025
Jan 13 Stablepoint Partners, LLC

$640.93M reported · 245 holdings listed · SEC ↗

Q4 2025
Jan 13 IFG Advisors, LLC

$600.82M reported · 154 holdings listed · SEC ↗

Q4 2025
Jan 13 West Financial Advisors, LLC

$592.67M reported · 236 holdings listed · SEC ↗

Q4 2025
Jan 13 SMI Advisory Services, LLC

$580.29M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 13 Baker Chad R

$557.39M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 13 Presilium Private Wealth, Llc

$547.38M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 13 Triangle Securities Wealth Management

$474.32M reported · 214 holdings listed · SEC ↗

Q4 2025
Jan 13 CMH Wealth Management LLC

$466.85M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 13 Compton Wealth Advisory Group, LLC

$457.54M reported · 85 holdings listed · SEC ↗

Q4 2025
Jan 13 Waller Financial Planning Group, Inc

$450.35M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 13 NatWest Group plc

$429.57M reported · 72 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 13 LongView Wealth Management

$414.09M reported · 249 holdings listed · SEC ↗

Q4 2025
Jan 13 Kelly Financial Services LLC

$398.99M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 13 Quadratic Capital Management LLC

$391.16M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 13 Cadent Capital Advisors, LLC

$389.76M reported · 196 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 13 Roberts Wealth Advisors, LLC

$383.20M reported · 99 holdings listed · SEC ↗

Q4 2025
Jan 13 Butensky & Cohen Financial Security, Inc

$369.58M reported · 131 holdings listed · SEC ↗

Q4 2025
Jan 13 Adamsbrown Wealth Consultants Llc

$359.24M reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 13 Trinity Financial Advisors LLC

$357.57M reported · 95 holdings listed · SEC ↗

Q4 2025
Jan 13 FC Advisory LLC

$348.05M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 13 ForthRight Wealth Management, LLC

$347.84M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 13 Corbyn Investment Management Inc/Md

$342.30M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 13 Cherrydale Wealth Management, Llc

$329.45M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 13 Stephens Consulting, LLC

$309.45M reported · 476 holdings listed · SEC ↗

Q4 2025
Jan 13 Argentarii, LLC

$307.15M reported · 199 holdings listed · SEC ↗

Q4 2025
Jan 13 Flagstar Securities, Inc

$298.65M reported · 177 holdings listed · SEC ↗

Q4 2025
Jan 13 CPA Asset Management Group, LLC

$284.97M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 13 Stableford Capital Ii Llc

$276.82M reported · 145 holdings listed · SEC ↗

Q4 2025
Jan 13 Daily Journal Corp

$276.65M reported · 4 holdings listed · SEC ↗

Q4 2025
Jan 13 Avaii Wealth Management, Llc

$275.94M reported · 144 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 13 Balanced Wealth Group Llc

$273.30M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 13 Stonehearth Capital Management, LLC

$270.30M reported · 96 holdings listed · SEC ↗

Q4 2025
Jan 13 First Financial Corp /In/

$264.94M reported · 420 holdings listed · SEC ↗

Q4 2025
Jan 13 NerdWallet Wealth Partners, LLC

$223.10M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 13 Team Financial Group, LLC

$220.42M reported · 267 holdings listed · SEC ↗

Q4 2025
Jan 13 Wynn Capital, LLC

$205.89M reported · 109 holdings listed · SEC ↗

Q4 2025
Jan 13 Olistico Wealth, LLC

$204.99M reported · 341 holdings listed · SEC ↗

Q4 2025
Jan 13 Harrington Investments, INC

$199.07M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 13 Spring Capital Management, Llc

$197.54M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 13 BostonPremier Wealth LLC

$195.15M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 13 Buttonwood Financial Group, LLC

$188.14M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 13 Granite Group Advisors, LLC

$176.55M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 13 Define Financial, Llc

$176.42M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 13 Ausbil Investment Management Ltd

$175.93M reported · 68 holdings listed · SEC ↗

Q4 2025
Jan 13 Shearwater Capital LLC

$174.21M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 13 Two West Capital Advisors LLC

$172.05M reported · 96 holdings listed · SEC ↗

Q4 2025
Jan 13 Guerra Pan Advisors, Llc

$168.54M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 13 McClarren Financial Advisors, Inc.

$167.58M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 13 FSA Investment Group, LLC

$164.04M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 13 FMA Wealth Management, LLC

$154.28M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 13 Scratch Capital Llc

$152.82M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 13 Albert D Mason Inc

$151.95M reported · 139 holdings listed · SEC ↗

Q4 2025
Jan 13 Sage Advisors, Llc

$150.84M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 13 Gibson Wealth Advisors LLC

$145.87M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 13 Exchange Bank

$144.59M reported · 186 holdings listed · SEC ↗

Q4 2025
Jan 13 Bank & Trust Co

$141.61M reported · 296 holdings listed · SEC ↗

Q4 2025
Jan 13 PartnerRe Asset Management CORP

$139.46M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 13 Lionshead Wealth Management, LLC

$133.04M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 13 Geremia Financial Services, LLC

$121.22M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 13 New Covenant Trust Company, N.A.

$110.85M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 13 Ramsey Quantitative Systems

$109.85M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 13 21 West Wealth Management LLC

$109.42M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 13 Moulton Wealth Management, Inc

$105.51M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 13 Alta Partners Management Company, L.P.

$103.59M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 13 John W. Brooker & Co., CPAs

$55.86M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 13 Syquant Capital Sas

$817,187 reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 13 Matrix Trust Co

$605,852 reported · 222 holdings listed · SEC ↗

Q4 2025
Jan 13 Value Holdings Management Co. Llc

$597,726 reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 13 Hartz Capital, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q4 2025
Jan 13 HST Ventures, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 J. Safra Sarasin Asset Management (Bahamas) Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 J. Safra Sarasin Investmentfonds Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 J. Safra Sarasin Fund Management (Luxembourg) S.A.

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 Baxter Credit Union

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 Bank J. Safra Sarasin LTD

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 Bank J. Safra Sarasin (Gibraltar) Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 13 Banque J. Safra Sarasin (Luxembourg) SA

value not stated on cover page · SEC ↗

Q4 2025
← Previous Page 102 / 108 Next →
Provenance: Filing index from EDGAR quarterly form indexes; per-filing totals parsed from each filing's own cover/summary page (values as reported; a small number of filers mistakenly report in $thousands); position-level changes from parsed information tables (tracked universe, comparable sets). Every row links to its original SEC document. Data pipeline methodology