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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
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 10,601–10,700 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 07 Platt Investment Counsel, LLC

$135.32M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 07 Mfg Wealth Management, Inc.

$128.33M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 07 American Asset Management Inc.

$117.94M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 07 Qp Wealth Management, Llc

$113.47M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 07 Green Alpha Advisors, LLC

$109.15M reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 07 Stonebridge Wealth Management, LLC

$105.85M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 07 Wisconsin Wealth Advisors, LLC

$102.04M reported · 85 holdings listed · SEC ↗

Q4 2025
Jan 07 Sulzberger Capital Advisors, Inc.

$99.01M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 07 Crescent Sterling, Ltd.

$97.55M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 07 CenturyLink Investment Management Co

$96.85M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 07 Significant Wealth Partners LLC

$89.67M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 07 Emeth Value Capital, LLC

$81.03M reported · 4 holdings listed · SEC ↗

Q4 2025
Jan 07 Puff Wealth Management, Llc

$77.39M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 07 Benjamin Joseph Floyd Dba Floyd Capital Management

$51.45M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 07 Tealwood Asset Management Inc

$222,884 reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 07 Livelsberger Financial Advisory

value not stated on cover page · SEC ↗

Q4 2025
Jan 07 Cutter & CO Brokerage, Inc.

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

Q4 2025
Jan 07 Wealth Builder Funds LLC.

value not stated on cover page · SEC ↗

Q4 2025
Jan 07 Magellan Investment Partners North America, Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 06 Avior Wealth Management, LLC

$3.21B reported · 739 holdings listed · SEC ↗

Q4 2025
Jan 06 Advance Capital Management, Inc.

$2.36B reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 06 Canal Capital Management, LLC 2 reports combined

$1.37B reported · 374 holdings listed · SEC ↗

Jan 06–Jan 06
Jan 06 Armstrong Henry H Associates Inc

$1.08B reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 06 Unique Wealth, Llc

$716.23M reported · 185 holdings listed · SEC ↗

Q4 2025
Jan 06 Farmers Trust Co

$613.19M reported · 196 holdings listed · SEC ↗

Q4 2025
Jan 06 Investors Research Corp

$546.09M reported · 846 holdings listed · SEC ↗

Q4 2025
Jan 06 Chemistry Wealth Management LLC

$534.52M reported · 200 holdings listed · SEC ↗

Q4 2025
Jan 06 Iowa State Bank

$533.26M reported · 126 holdings listed · SEC ↗

Q4 2025
Jan 06 Renaissance Investment Group LLC

$496.37M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 06 Collective Family Office Llc

$435.86M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 06 Sage Capital Advisors,llc

$420.79M reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 06 Paradiem, LLC

$417.97M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 06 RDA Financial Network

$415.36M reported · 265 holdings listed · SEC ↗

Q4 2025
Jan 06 Doliver Advisors, Lp

$399.63M reported · 176 holdings listed · SEC ↗

Q4 2025
Jan 06 Great Oak Capital Partners, Llc

$398.69M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 06 Lpwm Llc

$396.43M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 06 ShankerValleau Wealth Advisors, Inc.

$368.98M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 06 WealthCare Investment Partners, LLC

$343.22M reported · 183 holdings listed · SEC ↗

Q4 2025
Jan 06 Weybosset Research & Management Llc

$324.27M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 06 Beacon Wealthcare LLC

$291.21M reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 06 Davis Investment Partners, LLC

$285.93M reported · 152 holdings listed · SEC ↗

Q4 2025
Jan 06 Freedom Financial Partners LLC

$274.87M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 06 OMC Financial Services LTD

$268.35M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 06 Red Spruce Capital, LLC

$250.85M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 06 Stash Investments, LLC

$249.46M reported · 5 holdings listed · SEC ↗

Q4 2025
Jan 06 JBR Co Financial Management Inc

$238.86M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 06 Hiley Hunt Wealth Management

$223.48M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 06 GoalFusion Wealth Management, LLC

$216.22M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 06 Eagle Wealth Strategies Llc

$214.72M reported · 114 holdings listed · SEC ↗

Q4 2025
Jan 06 Fulcrum Equity Management 2 reports combined

$203.22M reported · 211 holdings listed · SEC ↗

Jan 06–Jan 06
Jan 06 Werlinich Asset Management, LLC

$202.94M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 06 First Citizens Financial Corp

$202.43M reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 06 Clark Financial Services Group Inc …

$188.01M reported · 170 holdings listed · SEC ↗

Q4 2025
Jan 06 Stephens Group, LLC

$185.43M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 06 Attessa Capital LLC

$182.93M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 06 Hoffman, Alan N Investment Management

$177.30M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 06 General Partner, Inc.

$176.38M reported · 260 holdings listed · SEC ↗

Q4 2025
Jan 06 Ehrlich Financial Group

$175.72M reported · 110 holdings listed · SEC ↗

Q4 2025
Jan 06 Walnut Private Equity Partners, Llc

$171.91M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 06 Afg Fiduciary Services Limited Partnership

$168.56M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 06 Asset Management Advisors, LLC

$165.34M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 06 Addis & Hill, Inc

$165.06M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 06 Arlington Capital Management, Inc.

$162.69M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 06 Penbrook Management LLC

$144.98M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 06 Safir Wealth Advisors, LLC

$142.61M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 06 Leibman Financial Services, Inc.

$138.55M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 06 Mallini Complete Financial Planning LLC

$124.41M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 06 Barden Capital Management, Inc.

$121.78M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 06 Asset Value Investors Ltd

$117.12M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 06 Board of the Pension Protection Fund

$105.06M reported · 251 holdings listed · SEC ↗

Q4 2025
Jan 06 Cannae Holdings, Inc.

$80.33M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 06 JBGlobal.com LLC

$79.43M reported · 19 holdings listed · SEC ↗

Q4 2025
Jan 06 Neville Rodie & Shaw Inc

$1.42M reported · 337 holdings listed · SEC ↗

Q4 2025
Jan 06 Abner Herrman & Brock Llc

$979,216 reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 06 Martin Capital Partners, LLC

$265,833 reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 06 Bishop Street Capital Management Corp

value not stated on cover page · SEC ↗

Q4 2025
Jan 05 Union Bancaire Privee, UBP SA

$8.42B reported · 503 holdings listed · SEC ↗

Q4 2025
Jan 05 Confluence Investment Management Llc

$6.67B reported · 458 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 05 Argent Capital Management Llc

$3.53B reported · 159 holdings listed · SEC ↗

Q4 2025
Jan 05 Park National Corp /Oh/

$3.21B reported · 511 holdings listed · SEC ↗

Q4 2025
Jan 05 GAMMA Investing LLC

$1.99B reported · 4,094 holdings listed · SEC ↗

Q4 2025
Jan 05 Stairway Partners, LLC

$1.93B reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 05 CGN Advisors LLC

$1.26B reported · 313 holdings listed · SEC ↗

Q4 2025
Jan 05 Anderson Hoagland & Co

$1.16B reported · 143 holdings listed · SEC ↗

Q4 2025
Jan 05 Coastline Trust Co

$1.06B reported · 566 holdings listed · SEC ↗

Q4 2025
Jan 05 First Hawaiian Bank

$751.52M reported · 146 holdings listed · SEC ↗

Q4 2025
Jan 05 Catherine Avery Investment Management LLC 5 reports combined

$678.78M reported · 823 holdings listed · SEC ↗

Jan 05–Jan 05
Jan 05 Foguth Wealth Management, LLC.

$645.14M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 05 Trust Co of the South

$621.82M reported · 140 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 05 GoalVest Advisory LLC

$522.07M reported · 513 holdings listed · SEC ↗

Q4 2025
Jan 05 Rosenberg Matthew Hamilton

$482.83M reported · 804 holdings listed · SEC ↗

Q4 2025
Jan 05 Aspen Wealth Management LLC

$476.15M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 05 Noble Wealth Management PBC 2 reports combined

$386.91M reported · 1,124 holdings listed · SEC ↗

Jan 05–Jan 05
Jan 05 Legacy Wealth Management, LLC / MS

$374.56M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 05 Holos Integrated Wealth LLC 2 reports combined

$349.09M reported · 615 holdings listed · SEC ↗

Jan 05–Jan 05
Jan 05 LifeGuide Financial Advisors, LLC

$301.39M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 05 Burkett Financial Services, Llc

$293.04M reported · 238 holdings listed · SEC ↗

Q4 2025
Jan 05 BancFirst Trust & Investment Management

$242.59M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 05 Ables, Iannone, Moore & Associates, Inc.

$182.59M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 05 Marathon Mission, Inc.

$172.88M reported · 55 holdings listed · SEC ↗

Q4 2025
← Previous Page 107 / 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