★
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

8,795 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
MDA MDA Space Ltd +63 +63 64
RNA +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 4,101–4,200 of 10,946 individual filing documents

May 13 AGAVE CAPITAL MANAGEMENT Ltd

13F-HR · $621.66M reported · 8 holdings listed · SEC ↗

Q1 2026
May 13 Third Avenue Management Llc

13F-HR · $616.04M reported · 53 holdings listed · SEC ↗

Q1 2026
May 13 Endurance Services Ltd

13F-HR · $593.82M reported · 8 holdings listed · SEC ↗

Q1 2026
May 13 Capital Group Investment Management Pte. Ltd.

13F-HR · $584.98M reported · 140 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 13 D L Carlson Investment Group Inc

13F-HR · $581.80M reported · 135 holdings listed · SEC ↗

Q1 2026
May 13 Aegis Financial Corp

13F-HR · $580.48M reported · 37 holdings listed · SEC ↗

Q1 2026
May 13 Massachusetts Institute Of Technology

13F-HR · $576.96M reported · 5 holdings listed · SEC ↗

Q1 2026
May 13 Lavaca Capital LLC

13F-HR · $564.37M reported · 286 holdings listed · SEC ↗

Q1 2026
May 13 Harfst & Associates, Inc.

13F-HR · $560.20M reported · 121 holdings listed · SEC ↗

Q1 2026
May 13 Delta Investment Management, LLC

13F-HR · $558.81M reported · 273 holdings listed · SEC ↗

Q1 2026
May 13 Truvestments Capital LLC

13F-HR · $554.50M reported · 1,176 holdings listed · SEC ↗

Q1 2026
May 13 Integrated Quantitative Investments LLC

13F-HR · $551.29M reported · 385 holdings listed · SEC ↗

Q1 2026
May 13 Taproot Management LP

13F-HR · $529.70M reported · 180 holdings listed · SEC ↗

Q1 2026
May 13 Drake & Associates, LLC

13F-HR · $524.76M reported · 97 holdings listed · SEC ↗

Q1 2026
May 13 Sachem Hill Llc

13F-HR · $516.26M reported · 65 holdings listed · SEC ↗

Q1 2026
May 13 Sivia Capital Partners, LLC

13F-HR · $515.65M reported · 455 holdings listed · SEC ↗

Q1 2026
May 13 Nalanda India Equity Fund Ltd

13F-HR · $510.42M reported · 1 holdings listed · SEC ↗

Q1 2026
May 13 Prestige Wealth Management Group LLC

13F-HR · $509.29M reported · 1,407 holdings listed · SEC ↗

Q1 2026
May 13 Machina Capital S.A.S.

13F-HR · $508.43M reported · 353 holdings listed · SEC ↗

Q1 2026
May 13 Inspire Investing, LLC

13F-HR/A · $498.48M reported · 313 holdings listed · SEC ↗

Q1 2026
May 13 Turiya Advisors Asia Ltd

13F-HR · $496.25M reported · 5 holdings listed · SEC ↗

Q1 2026
May 13 Triumph Capital Management

13F-HR · $491.25M reported · 1,838 holdings listed · SEC ↗

Q1 2026
May 13 Gator Capital Management, LLC

13F-HR · $489.11M reported · 91 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Devon Energy Corp/De

13F-HR · $475.72M reported · 1 holdings listed · SEC ↗

Q1 2026
May 13 Teramo Advisors, LLC

13F-HR · $474.34M reported · 4 holdings listed · SEC ↗

Q1 2026
May 13 Keystone Wealth Services, LLC

13F-HR · $467.69M reported · 294 holdings listed · SEC ↗

Q1 2026
May 13 Rezny Wealth Management, Inc.

13F-HR · $464.43M reported · 38 holdings listed · SEC ↗

Q1 2026
May 13 Clear Wave Wealth Management Llc

13F-HR · $462.73M reported · 177 holdings listed · SEC ↗

Q1 2026
May 13 Vodafone Ventures Ltd

13F-HR · $453.44M reported · 1 holdings listed · SEC ↗

Q1 2026
May 13 American Investment Services, Inc.

13F-HR · $448.31M reported · 132 holdings listed · SEC ↗

Q1 2026
May 13 Townsquare Capital Llc

13F-HR · $443.51M reported · 630 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 13 Militia Capital Management LLC

13F-HR · $442.69M reported · 257 holdings listed · SEC ↗

Q1 2026
May 13 Avidity Partners Management LP

13F-HR · $441.89M reported · 46 holdings listed · SEC ↗

Q1 2026
May 13 Icon Advisers Inc/Co

13F-HR · $432.98M reported · 144 holdings listed · SEC ↗

Q1 2026
May 13 Pinpoint Asset Management (Singapore) Pte. Ltd.

13F-HR · $432.55M reported · 150 holdings listed · SEC ↗

Q1 2026
May 13 PKS Advisory Services, LLC

13F-HR · $430.25M reported · 228 holdings listed · SEC ↗

Q1 2026
May 13 Monetary Management Group Inc

13F-HR · $418.72M reported · 332 holdings listed · SEC ↗

Q1 2026
May 13 D.B. Root & Company, LLC

13F-HR · $418.59M reported · 191 holdings listed · SEC ↗

Q1 2026
May 13 Trigran Investments, Inc.

13F-HR · $418.17M reported · 33 holdings listed · SEC ↗

Q1 2026
May 13 Varenne Capital Partners

13F-HR · $413.04M reported · 30 holdings listed · SEC ↗

Q1 2026
May 13 Hill Island Financial Llc

13F-HR · $411.60M reported · 84 holdings listed · SEC ↗

Q1 2026
May 13 Strategic Financial Concepts, LLC

13F-HR · $405.48M reported · 298 holdings listed · SEC ↗

Q1 2026
May 13 Hollow Brook Wealth Management LLC

13F-HR · $391.95M reported · 70 holdings listed · SEC ↗

Q1 2026
May 13 Buckley Wealth Management, LLC

13F-HR · $391.85M reported · 103 holdings listed · SEC ↗

Q1 2026
May 13 Inlet Private Wealth, LLC

13F-HR · $391.57M reported · 128 holdings listed · SEC ↗

Q1 2026
May 13 GSG Advisors LLC

13F-HR · $384.99M reported · 137 holdings listed · SEC ↗

Q1 2026
May 13 Rosenblum Silverman Sutton S F Inc /Ca

13F-HR · $382.30M reported · 76 holdings listed · SEC ↗

Q1 2026
May 13 ETF Portfolio Partners, Inc.

13F-HR · $380.67M reported · 68 holdings listed · SEC ↗

Q1 2026
May 13 Cliffwater LLC

13F-HR · $377.36M reported · 20 holdings listed · SEC ↗

Q1 2026
May 13 McMill Wealth Management

13F-HR · $376.85M reported · 61 holdings listed · SEC ↗

Q1 2026
May 13 Highland Peak Capital, Llc

13F-HR · $373.18M reported · 16 holdings listed · SEC ↗

Q1 2026
May 13 Promethos Capital, LLC

13F-HR · $372.12M reported · 46 holdings listed · SEC ↗

Q1 2026
May 13 Acumen Wealth Advisors, LLC

13F-HR · $371.78M reported · 513 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Fusion Capital, LLC

13F-HR · $370.62M reported · 104 holdings listed · SEC ↗

Q1 2026
May 13 Measured Wealth Private Client Group, LLC

13F-HR · $366.11M reported · 726 holdings listed · SEC ↗

Q1 2026
May 13 Pinnacle Financial Group, LLC / IL

13F-HR · $364.83M reported · 111 holdings listed · SEC ↗

Q1 2026
May 13 Donoghue Forlines LLC

13F-HR · $361.38M reported · 118 holdings listed · SEC ↗

Q1 2026
May 13 Bridge City Capital, LLC

13F-HR · $360.81M reported · 108 holdings listed · SEC ↗

Q1 2026
May 13 PYA Waltman Capital, LLC

13F-HR · $360.71M reported · 67 holdings listed · SEC ↗

Q1 2026
May 13 RR Advisors, LLC

13F-HR · $360.46M reported · 27 holdings listed · SEC ↗

Q1 2026
May 13 Holowesko Partners Ltd.

13F-HR · $356.68M reported · 31 holdings listed · SEC ↗

Q1 2026
May 13 Private Wealth Advisors, LLC

13F-HR · $355.61M reported · 95 holdings listed · SEC ↗

Q1 2026
May 13 MIC Capital Management UK LLP

13F-HR · $352.49M reported · 18 holdings listed · SEC ↗

Q1 2026
May 13 Merck & Co., Inc.

13F-HR · $349.44M reported · 14 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 Kingdom Financial Group LLC.

13F-HR · $349.40M reported · 865 holdings listed · SEC ↗

Q1 2026
May 13 Ballast Advisors Llc

13F-HR · $343.76M reported · 394 holdings listed · SEC ↗

Q1 2026
May 13 Verger Capital Management LLC

13F-HR · $339.20M reported · 13 holdings listed · SEC ↗

Q1 2026
May 13 Martin Investment Management, LLC

13F-HR · $334.10M reported · 46 holdings listed · SEC ↗

Q1 2026
May 13 Atlas Wealth LLC

13F-HR/A · $333.61M reported · 115 holdings listed · SEC ↗

Q1 2026
May 13 LFL Advisers, LLC

13F-HR · $332.41M reported · 9 holdings listed · SEC ↗

Q1 2026
May 13 Graybill Wealth Management, Ltd.

13F-HR · $328.46M reported · 86 holdings listed · SEC ↗

Q1 2026
May 13 DG Capital Management, LLC

13F-HR · $326.22M reported · 25 holdings listed · SEC ↗

Q1 2026
May 13 Northstar Asset Management Inc

13F-HR · $325.85M reported · 86 holdings listed · SEC ↗

Q1 2026
May 13 Taylor Hoffman Capital Management LLC

13F-HR · $324.59M reported · 116 holdings listed · SEC ↗

Q1 2026
May 13 Wealth Advisors of Iowa, LLC

13F-HR · $323.24M reported · 87 holdings listed · SEC ↗

Q1 2026
May 13 Fortress Private Ledger, Llc

13F-HR · $320.16M reported · 252 holdings listed · SEC ↗

Q1 2026
May 13 Remedium Capital Partners, LLC

13F-HR · $319.77M reported · 6 holdings listed · SEC ↗

Q1 2026
May 13 Fsb Premier Wealth Management, Inc.

13F-HR · $319.24M reported · 251 holdings listed · SEC ↗

Q1 2026
May 13 Sagewood Asset Management LP

13F-HR · $319.24M reported · 337 holdings listed · SEC ↗

Q1 2026
May 13 Ascension Capital Advisors, Inc.

13F-HR · $317.78M reported · 82 holdings listed · SEC ↗

Q1 2026
May 13 Kirtland Hills Capital Management, Llc

13F-HR · $314.99M reported · 156 holdings listed · SEC ↗

Q1 2026
May 13 Aster Capital Management (DIFC) Ltd

13F-HR · $305.95M reported · 809 holdings listed · SEC ↗

Q1 2026
May 13 American Financial Group Inc 401(K) Retirement &…

13F-HR · $302.25M reported · 1 holdings listed · SEC ↗

Q1 2026
May 13 Forum Private Client Group LLC

13F-HR · $300.07M reported · 80 holdings listed · SEC ↗

Q1 2026
May 13 Goepper Burkhardt LLC

13F-HR · $299.28M reported · 97 holdings listed · SEC ↗

Q1 2026
May 13 Parkshore Wealth Management, Inc.

13F-HR · $299.13M reported · 69 holdings listed · SEC ↗

Q1 2026
May 13 Richard W. Paul & Associates, LLC

13F-HR · $297.12M reported · 300 holdings listed · SEC ↗

Q1 2026
May 13 Concord Investment Counsel Inc.

13F-HR · $296.97M reported · 41 holdings listed · SEC ↗

Q1 2026
May 13 Pacifica Capital Investments, LLC

13F-HR · $293.75M reported · 15 holdings listed · SEC ↗

Q1 2026
May 13 Denver PWM, LLC

13F-HR · $290.92M reported · 87 holdings listed · SEC ↗

Q1 2026
May 13 Wealth Management Associates, Inc.

13F-HR · $289.63M reported · 234 holdings listed · SEC ↗

Q1 2026
May 13 Mach-1 Financial Group, LLC

13F-HR · $284.05M reported · 161 holdings listed · SEC ↗

Q1 2026
May 13 Bank OZK

13F-HR · $283.47M reported · 263 holdings listed · SEC ↗

Q1 2026
May 13 Iyo Bank, Ltd.

13F-HR · $281.13M reported · 35 holdings listed · SEC ↗

Q1 2026
May 13 Alliance Private Wealth, LLC

13F-HR · $278.31M reported · 80 holdings listed · SEC ↗

Q1 2026
May 13 Resurgent Financial Advisors LLC

13F-HR · $276.92M reported · 260 holdings listed · SEC ↗

Q1 2026
May 13 Prosperity Financial Group, Inc.

13F-HR · $270.78M reported · 186 holdings listed · SEC ↗

Q1 2026
May 13 American Financial Group Inc

13F-HR · $269.70M reported · 87 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 13 S&T Bank/Pa

13F-HR · $267.86M reported · 516 holdings listed · SEC ↗

Q1 2026
May 13 Lunt Capital Management, Inc.

13F-HR · $260.46M reported · 97 holdings listed · SEC ↗

Q1 2026
← Previous Page 42 / 110 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