★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
NP +18 +19 43
ALH Alliance Laundry… +18 +19 66
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

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 10,301–10,400 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 12 Horizon Financial Services, Llc

$219.77M reported · 404 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 12 Private Wealth Group, LLC

$208.46M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 12 Castleview Partners, LLC

$201.81M reported · 197 holdings listed · SEC ↗

Q4 2025
Jan 12 AllSquare Wealth Management LLC

$189.49M reported · 539 holdings listed · SEC ↗

Q4 2025
Jan 12 David J Yvars Group

$187.89M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 12 Archer Investment Management, LLC

$185.88M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 12 Robinson Value Management, Ltd.

$184.95M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 12 Brucke Financial, Inc.

$182.92M reported · 169 holdings listed · SEC ↗

Q4 2025
Jan 12 Tilia Fiduciary Partners, Inc.

$181.16M reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 12 Byrne Asset Management LLC

$181.13M reported · 567 holdings listed · SEC ↗

Q4 2025
Jan 12 Ryan Investment Management, Inc.

$180.57M reported · 20 holdings listed · SEC ↗

Q4 2025
Jan 12 Beacon Financial Strategies CORP

$179.15M reported · 184 holdings listed · SEC ↗

Q4 2025
Jan 12 Salvus Wealth Management, LLC

$178.85M reported · 136 holdings listed · SEC ↗

Q4 2025
Jan 12 Orser Capital Management, Llc

$176.96M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 12 Optivise Advisory Services LLC

$173.47M reported · 199 holdings listed · SEC ↗

Q4 2025
Jan 12 Silverberg Bernstein Capital Management LLC

$173.17M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 12 Farrell Financial LLC

$169.56M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 12 Uhlmann Price Securities, Llc

$168.73M reported · 197 holdings listed · SEC ↗

Q4 2025
Jan 12 Thompson Davis & Co., Inc.

$167.04M reported · 157 holdings listed · SEC ↗

Q4 2025
Jan 12 Shotwell Rutter Baer Inc

$166.55M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 12 Systrade AG

$163.93M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 12 Ffg Retirement Advisors Llc

$161.23M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 12 Kopp Family Office, LLC

$156.66M reported · 21 holdings listed · SEC ↗

Q4 2025
Jan 12 Breakthru Advisory Services, Llc

$156.47M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 12 Accelerate Investment Advisors LLC

$148.41M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 12 M.E. Allison & Co., Inc.

$147.17M reported · 178 holdings listed · SEC ↗

Q4 2025
Jan 12 Hummer Financial Advisory Services Inc

$141.54M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 12 Sherrill & Hutchins Financial Advisory, Inc

$141.03M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 12 Bulwark Capital Corp

$140.63M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 12 Arbor Wealth Advisors LLC

$140.33M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 12 Willner & Heller, Llc

$139.15M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 12 Hickory Point Bank & Trust

$137.86M reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 12 RoundAngle Advisors LLC

$137.34M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 12 Lauer Wealth, LLC

$134.68M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 12 DKM Wealth Management, Inc.

$134.06M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 12 PUREfi Wealth, LLC

$130.54M reported · 164 holdings listed · SEC ↗

Q4 2025
Jan 12 Fjell Capital, LLC

$130.43M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 12 Freestate Advisors LLC

$130.15M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 12 Kempner Capital Management Inc.

$105.83M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 12 Mkd Wealth Coaches, Llc

$100.01M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 12 Thayer Financial, L.L.C.

$94.61M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 12 Meadowbrook Wealth Management, LLC

$87.63M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 12 Holland Advisory Services, Inc.

$74.11M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 12 Connective Portfolio Management, LLC

$55.50M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 12 Chickasaw Capital Management Llc

$2.43M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 12 Professional Advisory Services Inc

$771,609 reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 12 Roble, Belko & Company, Inc

$762,955 reported · 503 holdings listed · SEC ↗

Q4 2025
Jan 12 Ayalon Insurance Comp Ltd.

$412,070 reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 12 Pensionfund Sabic

$368,684 reported · 221 holdings listed · SEC ↗

Q4 2025
Jan 12 Stolper Co

$339,491 reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 12 Eagle Capital Management, LLC

$274,958 reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 12 Asset Allocation & Management Company, LLC

$251,105 reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 12 Lancaster Investment Management

$194,963 reported · 8 holdings listed · SEC ↗

Q4 2025
Jan 12 Pensionfund PDN

$151,880 reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 12 Lvm Capital Management Ltd/Mi

value not stated on cover page · SEC ↗

Q4 2025
Jan 12 Qalhat Capital Ltd

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

Q4 2025
Jan 12 Perenco International Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 12 Harrison Street Private Wealth LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 12 Cisco Systems International B.V.

value not stated on cover page · SEC ↗

Q4 2025
Jan 09 Assenagon Asset Management S.A.

$72.64B reported · 1,143 holdings listed · largest holding: MSFT · analysis · SEC ↗

Q4 2025
Jan 09 Congress Asset Management Co

$14.21B reported · 381 holdings listed · SEC ↗

Q4 2025
Jan 09 Diversified Trust Co

$5.43B reported · 1,217 holdings listed · SEC ↗

Q4 2025
Jan 09 Dynamic Advisor Solutions LLC

$3.12B reported · 932 holdings listed · SEC ↗

Q4 2025
Jan 09 Capital Asset Advisory Services LLC

$2.49B reported · 289 holdings listed · SEC ↗

Q4 2025
Jan 09 Community Trust & Investment Co

$1.89B reported · 263 holdings listed · SEC ↗

Q4 2025
Jan 09 Charles Schwab Trust Co

$1.52B reported · 171 holdings listed · SEC ↗

Q4 2025
Jan 09 First Heartland Consultants, Inc.

$1.32B reported · 533 holdings listed · SEC ↗

Q4 2025
Jan 09 Seilern Investment Management Ltd

$1.29B reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 09 Teamwork Financial Advisors, LLC

$990.25M reported · 205 holdings listed · SEC ↗

Q4 2025
Jan 09 Graves Light Lenhart Wealth, Inc.

$942.92M reported · 191 holdings listed · SEC ↗

Q4 2025
Jan 09 180 Wealth Advisors, Llc

$878.29M reported · 471 holdings listed · SEC ↗

Q4 2025
Jan 09 Bdf-Gestion

$818.23M reported · 147 holdings listed · SEC ↗

Q4 2025
Jan 09 Inspirion Wealth Advisors, Llc

$816.71M reported · 169 holdings listed · SEC ↗

Q4 2025
Jan 09 Peterson Wealth Advisors, LLC

$750.09M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 09 Affinity Capital Advisors, LLC

$722.58M reported · 173 holdings listed · SEC ↗

Q4 2025
Jan 09 Breakwater Capital Group

$716.57M reported · 352 holdings listed · SEC ↗

Q4 2025
Jan 09 Central Bank & Trust Co

$646.74M reported · 209 holdings listed · SEC ↗

Q4 2025
Jan 09 Montecito Bank & Trust

$627.26M reported · 441 holdings listed · SEC ↗

Q4 2025
Jan 09 Dudley & Shanley, Inc.

$622.21M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 09 Overbrook Management Corp

$579.33M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 09 Twele Capital Management, Inc.

$559.57M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 09 Marshall Financial Group, LLC

$515.31M reported · 288 holdings listed · SEC ↗

Q4 2025
Jan 09 Keb Asset Management, Llc

$493.39M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 09 Westwind Capital

$489.43M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 09 Park Place Capital Corp

$480.39M reported · 787 holdings listed · SEC ↗

Q4 2025
Jan 09 Silverlake Wealth Management Llc

$449.39M reported · 358 holdings listed · SEC ↗

Q4 2025
Jan 09 Clear Trail Advisors, LLC

$431.04M reported · 126 holdings listed · SEC ↗

Q4 2025
Jan 09 Leverty Financial Group, LLC

$418.14M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 09 Carderock Capital Management Inc

$412.74M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 09 Scott & Selber, Inc.

$398.75M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 09 Sunflower Bank, N.A.

$396.89M reported · 222 holdings listed · SEC ↗

Q4 2025
Jan 09 Seafarer Capital Partners, LLC

$384.95M reported · 9 holdings listed · SEC ↗

Q4 2025
Jan 09 Carr Financial Group Corp

$376.19M reported · 187 holdings listed · SEC ↗

Q4 2025
Jan 09 BOS Asset Management, LLC

$373.58M reported · 194 holdings listed · SEC ↗

Q4 2025
Jan 09 Oldfield Partners LLP

$352.72M reported · 19 holdings listed · SEC ↗

Q4 2025
Jan 09 S.E.E.D. Planning Group LLC

$350.88M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 09 McCollum Christoferson Group LLC

$345.68M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 09 Tactive Advisors, LLC

$341.34M reported · 255 holdings listed · SEC ↗

Q4 2025
Jan 09 Atlas Brown,Inc.

$336.37M reported · 338 holdings listed · SEC ↗

Q4 2025
Jan 09 Somerset Trust Co

$326.87M reported · 226 holdings listed · SEC ↗

Q4 2025
← Previous Page 104 / 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