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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
243Amendments
1,955Notice filings
Jan 02First filed
Oct 09Latest 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
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 ↗
Advisors Asset Management, Inc. restatement Feb 12 Aug 21 $5.96B → $5.96B (0.0%) SEC ↗
Royalty Pharma Sub-Manager, LLC restatement Apr 01 Aug 21 $171.31M → $171.31M (0.0%) 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 301–400 of 10,726 managers that reported this season
One row per manager: these managers filed 11,278 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Mar 09 Auto-Owners Insurance Co amended

$4.76B reported · 182 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Mar 09 FACT Capital, LP amended

$178.83M reported · 18 holdings listed · SEC ↗

Q4 2025
Mar 09 Flax Pond Capital, Llc

$134.51M reported · 52 holdings listed · SEC ↗

Q4 2025
Mar 09 Rubicon Advisors, GP

$108.09M reported · 83 holdings listed · SEC ↗

Q4 2025
Mar 09 Deer Park Road Corp amended

$25.51M reported · 5 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Mar 09 EMC Capital Management

$225,130 reported · 304 holdings listed · SEC ↗

Q4 2025
Mar 09 Home-Owners Insurance Co

value not stated on cover page · SEC ↗

Q4 2025
Mar 09 Owners Insurance Co

value not stated on cover page · SEC ↗

Q4 2025
Mar 06 Union Savings Bank

$230.84M reported · 409 holdings listed · SEC ↗

Q4 2025
Mar 06 Brighton Securities Corp.

$202.60M reported · 53 holdings listed · SEC ↗

Q4 2025
Mar 06 Redwood Family Wealth LLC

$101.75M reported · 107 holdings listed · SEC ↗

Q4 2025
Mar 06 Cedarwood Wealth LLC

$89.75M reported · 76 holdings listed · SEC ↗

Q4 2025
Mar 06 REGAL FUNDS MANAGEMENT ASIA PTE Ltd

value not stated on cover page · SEC ↗

Q4 2025
Mar 05 Mengis Capital Management, Inc.

$565.70M reported · 209 holdings listed · SEC ↗

Q4 2025
Mar 05 Storen Legacy Partners, LLC

$318.77M reported · 77 holdings listed · SEC ↗

Q4 2025
Mar 05 Taylor Securities Services, Inc.

$219.22M reported · 54 holdings listed · SEC ↗

Q4 2025
Mar 05 Bush Investment Group, Llc

$178.72M reported · 38 holdings listed · SEC ↗

Q4 2025
Mar 05 Sentinel Dome Partners, LLC

$147.00M reported · 30 holdings listed · SEC ↗

Q4 2025
Mar 05 Gunpowder Capital Management, LLC dba Oliver Wealth…

$128.47M reported · 439 holdings listed · SEC ↗

Q4 2025
Mar 05 Mozayyx Management Llc

$127.45M reported · 11 holdings listed · SEC ↗

Q4 2025
Mar 05 Bayban

$113.13M reported · 613 holdings listed · SEC ↗

Q4 2025
Mar 05 Worthington Financial Partners, LLC

$112.96M reported · 96 holdings listed · SEC ↗

Q4 2025
Mar 05 XXEC, Inc.

$100.07M reported · 22 holdings listed · SEC ↗

Q4 2025
Mar 04 Rehmann Capital Advisory Group

$1.92B reported · 649 holdings listed · SEC ↗

Q4 2025
Mar 04 SHP Wealth Management

$1.29B reported · 1,565 holdings listed · SEC ↗

Q4 2025
Mar 04 Pure Financial Advisors, LLC amended

$550.04M reported · 44 holdings listed · SEC ↗

Q4 2025
Mar 04 Stenger Family Office, LLC

$484.41M reported · 100 holdings listed · SEC ↗

Q4 2025
Mar 04 Caitong International Asset Management Co., Ltd amended

$408.15M reported · 1,839 holdings listed · SEC ↗

Q4 2025
Mar 04 Financial Avengers, Inc. amended

$244.02M reported · 145 holdings listed · SEC ↗

Q4 2025
Mar 04 Valpey Financial Services, LLC amended

$156.63M reported · 72 holdings listed · SEC ↗

Q4 2025
Mar 04 Compass Financial Group, Inc. (Ohio)

$136.63M reported · 47 holdings listed · SEC ↗

Q4 2025
Mar 04 Keenan, LLC amended

$113.73M reported · 41 holdings listed · SEC ↗

Q4 2025
Mar 04 Hayek Kallen Investment Management

$316,847 reported · 93 holdings listed · SEC ↗

Q4 2025
Mar 04 BSN Capital Partners Ltd amended

value not stated on cover page · 1 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Mar 04 BSN Holdings Ltd 2 reports combined amended

value not stated on cover page · SEC ↗

Jan 28–Mar 04
Mar 04 Research Affiliates, LLC 2 reports combined amended

value not stated on cover page · SEC ↗

Feb 06–Mar 04
Mar 04 BSN Capital LLP 2 reports combined amended

value not stated on cover page · SEC ↗

Jan 28–Mar 04
Mar 03 Employees Provident Fund Board

$13.61B reported · 73 holdings listed · SEC ↗

Q4 2025
Mar 03 Bank Of Hawaii

$2.02B reported · 281 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Mar 03 NWF Advisory Services Inc.

$904.87M reported · 409 holdings listed · SEC ↗

Q4 2025
Mar 03 Ovata Capital Management Ltd amended

$823.26M reported · 53 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Mar 03 Platinum Paramount Investment Ltd.

$806.82M reported · 2 holdings listed · SEC ↗

Q4 2025
Mar 03 Integrated Investment Consultants, LLC amended

$509.86M reported · 542 holdings listed · 12 other managers included · SEC ↗

Q4 2025
Mar 03 Tulsa Wealth Advisors, INC

$300.77M reported · 110 holdings listed · SEC ↗

Q4 2025
Mar 03 Fearnley Asset Management As amended

$217.89M reported · 21 holdings listed · SEC ↗

Q4 2025
Mar 03 EJMK Ventures LLC

$162.49M reported · 175 holdings listed · SEC ↗

Q4 2025
Mar 03 Hemming& Wealth Management, Inc.

$146.11M reported · 15 holdings listed · SEC ↗

Q4 2025
Mar 03 Koenig Investment Advisory, LLC

$123.34M reported · 37 holdings listed · SEC ↗

Q4 2025
Mar 03 Strategic Advisory Partners, Llc

$120.53M reported · 36 holdings listed · SEC ↗

Q4 2025
Mar 03 Targeted Financial Services LLC

$116.08M reported · 52 holdings listed · SEC ↗

Q4 2025
Mar 03 S Harris Financial Group, LLC

$104.42M reported · 96 holdings listed · SEC ↗

Q4 2025
Mar 03 Midway Capital Research & Management

$102.61M reported · 47 holdings listed · SEC ↗

Q4 2025
Mar 03 Integrated Wealth Management

$88.96M reported · 92 holdings listed · SEC ↗

Q4 2025
Mar 03 WMS Group LLC

$78.63M reported · 54 holdings listed · SEC ↗

Q4 2025
Mar 03 Bank Of Hawaii Corp

value not stated on cover page · SEC ↗

Q4 2025
Mar 02 Wick Capital Partners, LLC amended

$557.85M reported · 206 holdings listed · SEC ↗

Q4 2025
Mar 02 Amicus Financial Advisors, LLC

$358.62M reported · 90 holdings listed · SEC ↗

Q4 2025
Mar 02 NCM Capital Management, LLC

$269.58M reported · 175 holdings listed · SEC ↗

Q4 2025
Mar 02 Rising Stella Capital Pte. Ltd

$212.25M reported · 3 holdings listed · SEC ↗

Q4 2025
Mar 02 Corecam Pte. Ltd.

$192.43M reported · 60 holdings listed · SEC ↗

Q4 2025
Mar 02 Reflection Asset Management

$140.68M reported · 506 holdings listed · SEC ↗

Q4 2025
Mar 02 Clearwave Capital, LLC

$135.44M reported · 138 holdings listed · SEC ↗

Q4 2025
Mar 02 Cfo Capital Management Llc

$133.49M reported · 110 holdings listed · SEC ↗

Q4 2025
Mar 02 Sankala Group LLC

$125.09M reported · 570 holdings listed · SEC ↗

Q4 2025
Mar 02 Cogent Strategic Wealth Llc

$91.72M reported · 48 holdings listed · SEC ↗

Q4 2025
Mar 02 Tobam

$407,181 reported · 255 holdings listed · SEC ↗

Q4 2025
Mar 02 Erste Alapkezelo Zrt.

value not stated on cover page · SEC ↗

Q4 2025
Feb 27 Groupama Asset Managment

$6.83B reported · 437 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 27 Strategic Investment Solutions, Inc. /IL

$415.91M reported · 8,117 holdings listed · SEC ↗

Q4 2025
Feb 27 Naman Capital Ltda amended

$355.53M reported · 17 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 27 Compass Financial Services Inc

$232.01M reported · 294 holdings listed · SEC ↗

Q4 2025
Feb 27 Beacon Advisors Holdings, Llc

$189.90M reported · 36 holdings listed · SEC ↗

Q4 2025
Feb 27 Cross Staff Investments Inc

$181.54M reported · 132 holdings listed · SEC ↗

Q4 2025
Feb 27 Nolet Wealth Management, LLC amended

$179.38M reported · 161 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 27 Arwa Llc

$171.25M reported · 124 holdings listed · SEC ↗

Q4 2025
Feb 27 Instrumental Wealth, Llc

$166.76M reported · 72 holdings listed · SEC ↗

Q4 2025
Feb 27 Pantera Capital Partners LP amended

$164.21M reported · 15 holdings listed · SEC ↗

Q4 2025
Feb 27 Southern Capital Services Inc /Adv

$158.68M reported · 27 holdings listed · SEC ↗

Q4 2025
Feb 27 Mishpacha Holdings Corp

$119.66M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 27 OakTrust Wealth Advisors, LLC

$108.37M reported · 68 holdings listed · 6 other managers included · SEC ↗

Q4 2025
Feb 27 Financially in Tune, LLC

$107.14M reported · 71 holdings listed · SEC ↗

Q4 2025
Feb 27 Kosmin Fund Ltd 2 reports combined amended

value not stated on cover page · SEC ↗

Feb 17–Feb 27
Feb 26 Banque Transatlantique SA amended

$4.13B reported · 278 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Feb 26 Anchor Investment Management, LLC

$1.23B reported · 1,046 holdings listed · SEC ↗

Q4 2025
Feb 26 TD Capital Management LLC

$1.13B reported · 818 holdings listed · SEC ↗

Q4 2025
Feb 26 Revere Asset Management, Inc 9 reports combined

$1.10B reported · 176 holdings listed · SEC ↗

Feb 09–Feb 26
Feb 26 Oak Grove Capital LLC

$843.87M reported · 277 holdings listed · SEC ↗

Q4 2025
Feb 26 Aristides Capital LLC amended

$565.40M reported · 273 holdings listed · SEC ↗

Q4 2025
Feb 26 Alpine Global Management, LLC amended

$463.90M reported · 344 holdings listed · SEC ↗

Q4 2025
Feb 26 Overlook Investments LP

$278.02M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 26 Lineage Point Capital LP amended

$263.55M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 26 Ssa Swiss Advisors Ag

$214.62M reported · 102 holdings listed · SEC ↗

Q4 2025
Feb 26 BDFS Capital LLC

$198.15M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 26 Villanova Investment Management Co LLC amended

$141.87M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 26 46 Peaks LLC

$136.35M reported · 24 holdings listed · SEC ↗

Q4 2025
Feb 26 Two Sigma Venus Portfolio, LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 25 Mariner Investment Group Llc

$1.71B reported · 111 holdings listed · SEC ↗

Q4 2025
Feb 25 MidFirst Bank

$1.26B reported · 789 holdings listed · SEC ↗

Q4 2025
Feb 25 Greenstone Partners & Co., LLC 2 reports combined

$1.06B reported · 23 holdings listed · SEC ↗

Feb 18–Feb 25
Feb 25 GFI Investment Counsel Ltd. 2 reports combined amended

$937.68M reported · 30 holdings listed · SEC ↗

Feb 25–Feb 25
← Previous Page 4 / 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