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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

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
217Amendments
1,791Notice filings
Mar 31First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 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.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,622New positions
−42,081Full exits
207,665Increased
170,226Reduced
235Comparable 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
VSNT Versant Media… +129 +129 137
PNFP Pinnacle Financial… +126 +126 130
SUNB Sunbelt Rentals… +116 +116 117
INDV Indivior… +94 +94 96
DFTX Definium… +81 +81 85
FPS Forgent Power… +71 +71 72
RNA +63 +63 64
MDA MDA Space Ltd +63 +63 64

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -58 −60 6
GRT-UN.TO Granite Real Estate… -45 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
ELME Elme Communities -27 −38 64
AGL Agilon Health, Inc. -26 −29 49
WIX Wix.com Ltd. -24 −31 114

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

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 May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) SEC ↗
Kings Path Partners LLC restatement n/a Aug 21 totals pending parse 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 3,701–3,800 of 10,586 managers that reported this season
One row per manager: these managers filed 10,946 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 13 Walleye Capital LLC amended

$24.03B reported · 4,317 holdings listed · SEC ↗

Q1 2026
May 13 Ci Investments Inc.

$20.65B reported · 646 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 O'Shaughnessy Asset Management, Llc

$20.12B reported · 2,776 holdings listed · SEC ↗

Q1 2026
May 13 M&G Plc

$19.36B reported · 424 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 AE Wealth Management LLC

$18.49B reported · 32,377 holdings listed · 75 other managers included · SEC ↗

Q1 2026
May 13 Marex Group Ltd

$15.82B reported · 1,464 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Xponance Llc

$14.07B reported · 1,686 holdings listed · SEC ↗

Q1 2026
May 13 Picton Mahoney Asset Management

$13.55B reported · 1,238 holdings listed · SEC ↗

Q1 2026
May 13 APG Asset Management US Inc.

$12.98B reported · 59 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Capital International, Inc./CA/

$12.97B reported · 303 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Orion Porfolio Solutions, LLC

$11.73B reported · 2,967 holdings listed · SEC ↗

Q1 2026
May 13 Focus Partners Advisor Solutions, LLC

$9.92B reported · 1,249 holdings listed · SEC ↗

Q1 2026
May 13 Magnetar Financial LLC

$9.84B reported · 1,755 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Rwa Wealth Partners, Llc

$9.14B reported · 892 holdings listed · SEC ↗

Q1 2026
May 13 Egerton Capital (UK) LLP

$9.01B reported · 24 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Gardner Russo & Quinn Llc

$8.50B reported · 86 holdings listed · SEC ↗

Q1 2026
May 13 NewEdge Wealth, LLC

$8.39B reported · 1,128 holdings listed · SEC ↗

Q1 2026
May 13 Choreo, Llc

$8.15B reported · 1,613 holdings listed · SEC ↗

Q1 2026
May 13 Champlain Investment Partners, LLC

$7.88B reported · 130 holdings listed · SEC ↗

Q1 2026
May 13 DRW Securities, LLC

$7.21B reported · 1,242 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Findlay Park Partners LLP

$7.17B reported · 56 holdings listed · SEC ↗

Q1 2026
May 13 Edmond De Rothschild Holding S.A.

$6.91B reported · 973 holdings listed · 6 other managers included · SEC ↗

Q1 2026
May 13 Principal Securities, Inc.

$6.82B reported · 1,411 holdings listed · SEC ↗

Q1 2026
May 13 Briar Hall Management LLC

$6.72B reported · 2 holdings listed · SEC ↗

Q1 2026
May 13 PGIM Custom Harvest LLC

$6.40B reported · 276 holdings listed · SEC ↗

Q1 2026
May 13 Capital International Sarl

$6.11B reported · 287 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Capital Group Private Client Services, Inc.

$5.93B reported · 240 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Quilter Plc

$5.70B reported · 236 holdings listed · 4 other managers included · SEC ↗

Q1 2026
May 13 Folketrygdfondet

$5.64B reported · 11 holdings listed · SEC ↗

Q1 2026
May 13 Davis R M Inc

$5.63B reported · 274 holdings listed · SEC ↗

Q1 2026
May 13 Exor N.V.

$5.38B reported · 3 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 Choate Investment Advisors

$5.11B reported · 438 holdings listed · SEC ↗

Q1 2026
May 13 First Citizens Bank & Trust Co

$4.75B reported · 925 holdings listed · SEC ↗

Q1 2026
May 13 Kennedy Capital Management Llc

$4.72B reported · 535 holdings listed · SEC ↗

Q1 2026
May 13 Comgest Global Investors S.A.S.

$4.59B reported · 52 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Callan Family Office, LLC

$4.41B reported · 1,131 holdings listed · SEC ↗

Q1 2026
May 13 Systematic Financial Management Lp

$4.36B reported · 408 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 NorthCoast Asset Management LLC

$4.31B reported · 484 holdings listed · SEC ↗

Q1 2026
May 13 Banque Transatlantique SA

$4.17B reported · 463 holdings listed · 6 other managers included · SEC ↗

Q1 2026
May 13 Martingale Asset Management L P

$3.99B reported · 794 holdings listed · SEC ↗

Q1 2026
May 13 Alesco Advisors, LLC, An ESL Co

$3.92B reported · 243 holdings listed · SEC ↗

Q1 2026
May 13 One Capital Management, LLC

$3.65B reported · 525 holdings listed · SEC ↗

Q1 2026
May 13 Arax Advisory Partners

$3.54B reported · 3,772 holdings listed · SEC ↗

Q1 2026
May 13 Marsico Capital Management Llc

$3.40B reported · 65 holdings listed · SEC ↗

Q1 2026
May 13 Quadrant Capital Group Llc amended

$3.34B reported · 2,707 holdings listed · SEC ↗

Q1 2026
May 13 Freestone Capital Holdings, LLC

$3.30B reported · 571 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Ameritas Investment Partners, Inc.

$3.25B reported · 3,722 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Hennion & Walsh Asset Management, Inc.

$2.97B reported · 934 holdings listed · SEC ↗

Q1 2026
May 13 Argent Trust Co

$2.95B reported · 1,495 holdings listed · SEC ↗

Q1 2026
May 13 CloudAlpha Capital Management Limited/Hong Kong

$2.93B reported · 56 holdings listed · SEC ↗

Q1 2026
May 13 Hirtle & Co., LLC

$2.92B reported · 112 holdings listed · SEC ↗

Q1 2026
May 13 Tokio Marine Asset Management Co Ltd

$2.79B reported · 512 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 GeoWealth Management, LLC

$2.78B reported · 950 holdings listed · 13 other managers included · SEC ↗

Q1 2026
May 13 Stonehage Fleming Financial Services Holdings Ltd

$2.75B reported · 287 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Bowie Capital Management, LLC

$2.71B reported · 36 holdings listed · SEC ↗

Q1 2026
May 13 Capital International Ltd /Ca/

$2.70B reported · 146 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Nfj Investment Group, Llc

$2.64B reported · 388 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 RK Capital Management, LLC/FL

$2.60B reported · 25 holdings listed · SEC ↗

Q1 2026
May 13 Klingenstein Fields & Co Lp

$2.54B reported · 255 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Lasalle Investment Management Securities Llc

$2.53B reported · 48 holdings listed · SEC ↗

Q1 2026
May 13 Ruffer LLP

$2.44B reported · 176 holdings listed · SEC ↗

Q1 2026
May 13 Quantbot Technologies LP

$2.44B reported · 1,650 holdings listed · SEC ↗

Q1 2026
May 13 Toyota Motor Corp/

$2.44B reported · 5 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 Renaissance Group Llc

$2.39B reported · 234 holdings listed · SEC ↗

Q1 2026
May 13 First Beijing Investment Ltd

$2.32B reported · 12 holdings listed · SEC ↗

Q1 2026
May 13 Cercano Management LLC

$2.32B reported · 167 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 Elm Partners Management LLC

$2.31B reported · 158 holdings listed · SEC ↗

Q1 2026
May 13 Visionary Wealth Advisors

$2.26B reported · 638 holdings listed · SEC ↗

Q1 2026
May 13 Coronation Fund Managers Ltd.

$2.19B reported · 82 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 Senator Investment Group LP

$2.18B reported · 65 holdings listed · SEC ↗

Q1 2026
May 13 Hardman Johnston Global Advisors LLC

$2.10B reported · 73 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 New South Capital Management Inc

$2.09B reported · 75 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 BIT Capital GmbH

$2.07B reported · 92 holdings listed · SEC ↗

Q1 2026
May 13 Syon Capital Llc

$1.99B reported · 906 holdings listed · SEC ↗

Q1 2026
May 13 Trek Financial, LLC

$1.88B reported · 472 holdings listed · SEC ↗

Q1 2026
May 13 Kovack Advisors, Inc.

$1.87B reported · 1,011 holdings listed · SEC ↗

Q1 2026
May 13 Black Creek Investment Management Inc.

$1.86B reported · 25 holdings listed · SEC ↗

Q1 2026
May 13 Mizuho Markets Cayman LP

$1.86B reported · 86 holdings listed · SEC ↗

Q1 2026
May 13 Sepio Capital, LP

$1.84B reported · 369 holdings listed · SEC ↗

Q1 2026
May 13 Arvest Bank Trust Division

$1.84B reported · 307 holdings listed · SEC ↗

Q1 2026
May 13 Barr E S & Co

$1.72B reported · 108 holdings listed · SEC ↗

Q1 2026
May 13 Jaffetilchin Investment Partners, LLC

$1.68B reported · 461 holdings listed · SEC ↗

Q1 2026
May 13 Proem Advisors LLC

$1.68B reported · 36 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Wealthspire Retirement, LLC

$1.67B reported · 310 holdings listed · SEC ↗

Q1 2026
May 13 Invictus Private Wealth, Llc

$1.62B reported · 85 holdings listed · SEC ↗

Q1 2026
May 13 Avestar Capital, LLC

$1.56B reported · 509 holdings listed · SEC ↗

Q1 2026
May 13 Aureus Asset Management, LLC

$1.50B reported · 225 holdings listed · SEC ↗

Q1 2026
May 13 Keystone Financial Group

$1.46B reported · 528 holdings listed · SEC ↗

Q1 2026
May 13 Hikari Tsushin, Inc.

$1.45B reported · 78 holdings listed · SEC ↗

Q1 2026
May 13 Kopernik Global Investors, LLC

$1.43B reported · 31 holdings listed · SEC ↗

Q1 2026
May 13 Steelhead Partners Llc

$1.39B reported · 24 holdings listed · SEC ↗

Q1 2026
May 13 Algebris (Uk) Ltd

$1.38B reported · 70 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 49 Wealth Management, Llc

$1.34B reported · 204 holdings listed · SEC ↗

Q1 2026
May 13 Levin Capital Strategies, L.P.

$1.32B reported · 232 holdings listed · SEC ↗

Q1 2026
May 13 Wilkinson Global Asset Management LLC

$1.31B reported · 91 holdings listed · SEC ↗

Q1 2026
May 13 Parkside Financial Bank & Trust

$1.31B reported · 4,123 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 True Freedom Investing, LLC

$1.30B reported · 98 holdings listed · SEC ↗

Q1 2026
May 13 Edgemoor Investment Advisors, Inc.

$1.27B reported · 170 holdings listed · SEC ↗

Q1 2026
May 13 Transcend Capital Advisors, Llc

$1.25B reported · 723 holdings listed · SEC ↗

Q1 2026
May 13 Clearwater Capital Advisors, LLC

$1.24B reported · 178 holdings listed · SEC ↗

Q1 2026
← Previous Page 38 / 106 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