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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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
265Amendments
1,837Notice filings
Jul 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 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.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable 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
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
DD DuPont de Nemours… -5 −5 21
IIIV i3 Verticals, Inc. -5 −5 9
MZTI The Marzetti Company -5 −5 13
DECK Deckers Outdoor… -5 −5 17
HTHT H World Group… -5 −5 11

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

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 Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
Elm Partners Management LLC restatement Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) SEC ↗
Torno Capital, Llc new holdings Aug 14 Aug 14 $547.33M → $949.67M (+73.5%) 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 3,301–3,400 of 10,670 individual filing documents

Aug 13 PGIM Custom Harvest LLC

13F-HR · $4.85B reported · 246 holdings listed · SEC ↗

Q2 2025
Aug 13 Hbk Investments L P

13F-HR · $4.72B reported · 202 holdings listed · SEC ↗

Q2 2025
Aug 13 Clarkston Capital Partners, LLC

13F-HR · $4.71B reported · 155 holdings listed · SEC ↗

Q2 2025
Aug 13 Lingotto Investment Management LLP

13F-HR · $4.70B reported · 45 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Advent Capital Management /De/

13F-HR · $4.70B reported · 237 holdings listed · SEC ↗

Q2 2025
Aug 13 Ceredex Value Advisors LLC

13F-HR · $4.66B reported · 454 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Todd Asset Management Llc

13F-HR · $4.64B reported · 261 holdings listed · SEC ↗

Q2 2025
Aug 13 Summit Financial, LLC

13F-HR · $4.42B reported · 809 holdings listed · SEC ↗

Q2 2025
Aug 13 Shelton Capital Management

13F-HR · $4.35B reported · 715 holdings listed · SEC ↗

Q2 2025
Aug 13 Camden Asset Management L P /Ca

13F-HR · $4.27B reported · 97 holdings listed · SEC ↗

Q2 2025
Aug 13 Donald Smith & Co., Inc.

13F-HR · $4.25B reported · 61 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Kennedy Capital Management Llc

13F-HR · $4.19B reported · 581 holdings listed · SEC ↗

Q2 2025
Aug 13 Northwest & Ethical Investments L.P.

13F-HR · $4.03B reported · 490 holdings listed · SEC ↗

Q2 2025
Aug 13 Oribel Capital Management, LP

13F-HR · $3.92B reported · 109 holdings listed · SEC ↗

Q2 2025
Aug 13 Quantbot Technologies LP

13F-HR · $3.90B reported · 1,595 holdings listed · SEC ↗

Q2 2025
Aug 13 Vinva Investment Management Ltd

13F-HR · $3.85B reported · 400 holdings listed · SEC ↗

Q2 2025
Aug 13 Locust Wood Capital Advisers, Llc

13F-HR · $3.75B reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 13 Systematic Financial Management Lp

13F-HR · $3.75B reported · 398 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Meritage Group LP

13F-HR · $3.65B reported · 13 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Channing Capital Management, LLC

13F-HR · $3.60B reported · 105 holdings listed · SEC ↗

Q2 2025
Aug 13 Edgestream Partners, L.P.

13F-HR · $3.60B reported · 827 holdings listed · SEC ↗

Q2 2025
Aug 13 Daiichi Life Insurance Co., Ltd.

13F-HR · $3.56B reported · 483 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Cary Street Partners Financial Llc

13F-HR · $3.56B reported · 1,374 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Maplelane Capital, Llc

13F-HR · $3.56B reported · 243 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Aug 13 Baker Avenue Asset Management, LP

13F-HR · $3.52B reported · 512 holdings listed · SEC ↗

Q2 2025
Aug 13 BLI - Banque de Luxembourg Investments

13F-HR · $3.49B reported · 175 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 13 Brown Capital Management Llc

13F-HR · $3.44B reported · 83 holdings listed · SEC ↗

Q2 2025
Aug 13 Timucuan Asset Management Inc/Fl

13F-HR · $3.42B reported · 28 holdings listed · SEC ↗

Q2 2025
Aug 13 Sessa Capital IM, L.P.

13F-HR · $3.41B reported · 29 holdings listed · SEC ↗

Q2 2025
Aug 13 Florida Trust Wealth Management Co

13F-HR · $3.25B reported · 677 holdings listed · SEC ↗

Q2 2025
Aug 13 Bls Capital Fondsmaeglerselskab A/S

13F-HR · $3.10B reported · 11 holdings listed · SEC ↗

Q2 2025
Aug 13 Dana Investment Advisors, Inc.

13F-HR · $3.02B reported · 537 holdings listed · SEC ↗

Q2 2025
Aug 13 NZS Capital, LLC

13F-HR · $2.94B reported · 60 holdings listed · SEC ↗

Q2 2025
Aug 13 Giverny Capital Inc.

13F-HR · $2.92B reported · 55 holdings listed · SEC ↗

Q2 2025
Aug 13 Quadrant Capital Group Llc

13F-HR · $2.78B reported · 1,335 holdings listed · SEC ↗

Q2 2025
Aug 13 F/m Investments LLC

13F-HR · $2.75B reported · 400 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Level Four Advisory Services, Llc

13F-HR · $2.71B reported · 784 holdings listed · SEC ↗

Q2 2025
Aug 13 Azimuth Capital Investment Management LLC

13F-HR · $2.69B reported · 299 holdings listed · SEC ↗

Q2 2025
Aug 13 SageView Advisory Group, LLC

13F-HR · $2.64B reported · 615 holdings listed · SEC ↗

Q2 2025
Aug 13 Silvant Capital Management LLC

13F-HR · $2.64B reported · 401 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Capital International Ltd /Ca/

13F-HR · $2.61B reported · 148 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 13 United Super Pty Ltd in its capacity as Trustee for…

13F-HR · $2.59B reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 13 Senator Investment Group LP

13F-HR · $2.59B reported · 55 holdings listed · SEC ↗

Q2 2025
Aug 13 Dixon Mitchell Investment Counsel Inc.

13F-HR · $2.57B reported · 70 holdings listed · SEC ↗

Q2 2025
Aug 13 Davis Asset Management, L.P.

13F-HR · $2.57B reported · 31 holdings listed · SEC ↗

Q2 2025
Aug 13 GeoWealth Management, LLC

13F-HR · $2.56B reported · 1,307 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 VestGen Advisors, LLC

13F-HR · $2.51B reported · 579 holdings listed · SEC ↗

Q2 2025
Aug 13 Capital Counsel Llc/Ny

13F-HR · $2.47B reported · 57 holdings listed · SEC ↗

Q2 2025
Aug 13 Greenhouse Funds LLLP

13F-HR · $2.42B reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 13 Thematics Asset Management

13F-HR · $2.22B reported · 126 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Johnson Financial Group, Inc.

13F-HR · $2.22B reported · 1,031 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Patient Capital Management, LLC

13F-HR · $2.22B reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 13 EverSource Wealth Advisors, LLC

13F-HR · $2.21B reported · 12,073 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Berkshire Asset Management Llc/Pa

13F-HR · $2.21B reported · 285 holdings listed · SEC ↗

Q2 2025
Aug 13 Baltimore-Washington Financial Advisors, Inc.

13F-HR · $2.15B reported · 171 holdings listed · SEC ↗

Q2 2025
Aug 13 Ostrum Asset Management

13F-HR · $2.13B reported · 571 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Fernbridge Capital Management Lp

13F-HR · $2.10B reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 13 New South Capital Management Inc

13F-HR · $2.07B reported · 84 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 StoneX Group Inc.

13F-HR · $2.06B reported · 869 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 13 Granite Investment Partners, LLC

13F-HR · $2.05B reported · 255 holdings listed · SEC ↗

Q2 2025
Aug 13 GM Advisory Group, LLC

13F-HR · $2.02B reported · 288 holdings listed · SEC ↗

Q2 2025
Aug 13 Siren, L.L.C.

13F-HR · $1.93B reported · 111 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 RWC Asset Management LLP

13F-HR · $1.90B reported · 172 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Crake Asset Management LLP

13F-HR · $1.90B reported · 18 holdings listed · SEC ↗

Q2 2025
Aug 13 Glendon Capital Management LP

13F-HR · $1.82B reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 13 Bristol Gate Capital Partners Inc.

13F-HR · $1.76B reported · 31 holdings listed · SEC ↗

Q2 2025
Aug 13 Kontiki Capital Management (HK) Ltd.

13F-HR · $1.75B reported · 6 holdings listed · SEC ↗

Q2 2025
Aug 13 Spyglass Capital Management LLC

13F-HR · $1.70B reported · 25 holdings listed · SEC ↗

Q2 2025
Aug 13 Maren Capital LLC

13F-HR · $1.66B reported · 25 holdings listed · SEC ↗

Q2 2025
Aug 13 Advocacy Wealth Management, LLC

13F-HR · $1.63B reported · 63 holdings listed · SEC ↗

Q2 2025
Aug 13 Portolan Capital Management, LLC

13F-HR · $1.59B reported · 118 holdings listed · SEC ↗

Q2 2025
Aug 13 Long Pond Capital, LP

13F-HR · $1.55B reported · 29 holdings listed · SEC ↗

Q2 2025
Aug 13 WCG Wealth Advisors LLC

13F-HR · $1.55B reported · 527 holdings listed · SEC ↗

Q2 2025
Aug 13 Baring Fintech Manager Holding Ltd

13F-HR · $1.53B reported · 1 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Blue Whale Capital LLP

13F-HR · $1.53B reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 13 Trek Financial, LLC

13F-HR · $1.49B reported · 418 holdings listed · SEC ↗

Q2 2025
Aug 13 Strategy Capital LLC

13F-HR · $1.49B reported · 10 holdings listed · SEC ↗

Q2 2025
Aug 13 Cambria Investment Management, L.P.

13F-HR · $1.48B reported · 472 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Willis Johnson & Associates, Inc.

13F-HR · $1.47B reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 13 Avestar Capital, LLC

13F-HR · $1.46B reported · 492 holdings listed · SEC ↗

Q2 2025
Aug 13 Voss Capital, LP

13F-HR · $1.45B reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 13 Trustmark Bank Trust Department

13F-HR · $1.45B reported · 353 holdings listed · SEC ↗

Q2 2025
Aug 13 Sepio Capital, LP

13F-HR · $1.41B reported · 274 holdings listed · SEC ↗

Q2 2025
Aug 13 Alerus Financial Na

13F-HR · $1.39B reported · 511 holdings listed · SEC ↗

Q2 2025
Aug 13 Baring Fintech Fund III Managers Ltd

13F-HR · $1.38B reported · 1 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Aug 13 Finepoint Capital LP

13F-HR · $1.36B reported · 10 holdings listed · SEC ↗

Q2 2025
Aug 13 Delta Accumulation, LLC

13F-HR · $1.33B reported · 199 holdings listed · SEC ↗

Q2 2025
Aug 13 Wolf Hill Capital Management, LP

13F-HR · $1.32B reported · 41 holdings listed · SEC ↗

Q2 2025
Aug 13 Dnca Finance

13F-HR · $1.31B reported · 109 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Ycg, Llc

13F-HR · $1.29B reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 13 Ally Invest Advisors Inc.

13F-HR · $1.28B reported · 75 holdings listed · SEC ↗

Q2 2025
Aug 13 Elevation Point Wealth Partners, Llc

13F-HR · $1.28B reported · 1,499 holdings listed · SEC ↗

Q2 2025
Aug 13 Himension Capital (Singapore) Pte. Ltd.

13F-HR · $1.28B reported · 61 holdings listed · SEC ↗

Q2 2025
Aug 13 North Peak Capital Management, LLC

13F-HR · $1.27B reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 13 Wealthquest Corp

13F-HR · $1.27B reported · 137 holdings listed · SEC ↗

Q2 2025
Aug 13 M.D. Sass, LLC

13F-HR · $1.24B reported · 35 holdings listed · SEC ↗

Q2 2025
Aug 13 Technology Crossover Management IX, Ltd.

13F-HR · $1.24B reported · 6 holdings listed · SEC ↗

Q2 2025
Aug 13 DLD Asset Management, LP

13F-HR · $1.23B reported · 266 holdings listed · SEC ↗

Q2 2025
Aug 13 DLD Asset Management, LP

13F-HR/A · $1.21B reported · 261 holdings listed · SEC ↗

Q2 2025
Aug 13 Colonial Trust Advisors

13F-HR · $1.21B reported · 698 holdings listed · SEC ↗

Q2 2025
← Previous Page 34 / 107 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