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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

8,909 of approximately 8,795 expected managers have filed for Q2 2026 (101.3%); “expected” = the prior season's filer count

9,44413F-HR reports
$79.47TΣ reported value
4.45MHoldings listedall filers · Q2 2026
179Amendments
1,959Notice filings
Jul 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 9,443 of 9,444 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,444 reports filed Jul 01 to Sep 29; busiest day Aug 14 with 1,7844999991,4981,998Jul 01: 28 reportsJul 02: 33 reportsJul 06: 39 reportsJul 07: 114 reportsJul 08: 115 reportsJul 09: 194 reportsJul 10: 99 reportsJul 13: 155 reportsJul 14: 184 reportsJul 15: 199 reportsJul 16: 179 reportsJul 17: 122 reportsJul 20: 180 reportsJul 21: 221 reportsJul 22: 241 reportsJul 23: 261 reportsJul 24: 269 reportsJul 27: 297 reportsJul 28: 256 reportsJul 29: 241 reportsJul 30: 210 reportsJul 31: 203 reportsAug 03: 216 reportsAug 04: 225 reportsAug 05: 281 reportsAug 06: 307 reportsAug 07: 409 reportsAug 10: 351 reportsAug 11: 429 reportsAug 12: 458 reportsAug 13: 708 reportsAug 14: 1,784 reportsAug 17: 91 reportsAug 18: 37 reportsAug 19: 23 reportsAug 20: 14 reportsAug 21: 8 reportsAug 24: 10 reportsAug 25: 31 reportsAug 26: 18 reportsAug 27: 57 reportsAug 28: 4 reportsAug 31: 5 reportsSep 01: 4 reportsSep 02: 14 reportsSep 03: 3 reportsSep 04: 8 reportsSep 08: 2 reportsSep 09: 5 reportsSep 10: 8 reportsSep 11: 7 reportsSep 14: 6 reportsSep 15: 4 reportsSep 16: 32 reportsSep 17: 5 reportsSep 18: 4 reportsSep 21: 5 reportsSep 22: 14 reportsSep 23: 7 reportsSep 24: 7 reportsSep 25: 2 reportsSep 29: 1 reports100%45-day deadline · Aug 141,784 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 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.
48.4% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+50,863New positions
−42,939Full exits
212,223Increased
166,004Reduced
234Comparable 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
SPCX Space Exploration… +161 +162 162
FDXF FedEx Freight… +160 +161 161
HONA Honeywell Aerospace… +157 +157 157
TRI Thomson Reuters… +115 +116 117
VGNT Versigent PLC +103 +106 116
CBRS Cerebras Systems… +100 +101 101
KEEL Keel Infrastructure… +90 +90 90
WSE Wise Group plc… +85 +86 86

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -53 −54 3
SNBRQ -51 −52 3
SGMOQ -39 −41 3
WIX Wix.com Ltd. -21 −26 91
MNDY monday.com Ltd. -19 −26 91
NVRI Enviri Corporation -19 −22 54
RZLV Rezolve AI PLC -18 −24 49
MQ Marqeta, Inc. -18 −22 80

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $6.73T 49,968 Aug 07
2 Vanguard Capital Management Llc $4.68T 4,092 Aug 13
3 State Street Global Advisors $3.37T 4,177 Aug 07
4 Fidelity (FMR) $2.30T 13,978 Aug 13
5 Vanguard Portfolio Management Llc (cover page only) $2.22T 3,141 Aug 13
6 Morgan Stanley $1.89T 45,905 Aug 13
7 Geode Capital Management $1.88T 8,470 Aug 12
8 JPMorgan Chase $1.81T 34,064 Aug 12
9 Bank Of America Corp /De/ $1.55T 18,318 Aug 14
10 Susquehanna International Group, Llp $1.28T 15,205 Aug 14
11 Invesco Ltd. $1.26T 23,395 Aug 14
12 Jane Street Group, Llc $1.21T 14,718 Aug 14
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value +143.5% QoQ ($65.87B → $160.39B)

→
02 Nomura Holdings Inc

Reported value +126.3% QoQ ($37.71B → $85.36B)

→
03 Third Point

Reported value +124.7% QoQ ($2.08B → $4.68B)

→
04 Bamco Inc /Ny/

Reported value +101.2% QoQ ($33.13B → $66.64B)

→
05 Norges Bank

+1602 new positions this quarter (1,617 total)

→
06 Citadel Advisors

+1586 new positions this quarter (16,122 total)

→
07 Hrt Financial Lp

+1551 new positions this quarter (4,119 total)

→
08 Jane Street Group, Llc

+1523 new positions this quarter (14,718 total)

→
09 Walleye Trading LLC

Top-10 concentration 31% → 42% (+10.9pp)

→
10 Optiver Holding B.V.

Top-10 concentration 52% → 61% (+9.7pp)

→

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
Intrepid Capital Management Inc new holdings Aug 12 Oct 27 $281.85M → $240,108 (-99.9%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $150.35B → $150.42B (0.0%) SEC ↗
Retirement Solution LLC restatement Aug 11 Oct 27 $511.44M → $224.42M (-56.1%) SEC ↗
Sage Financial Group Inc restatement Jul 21 Oct 27 $1.81B → $1.78B (-1.6%) SEC ↗
Abundance Wealth Counselors restatement Jul 23 Oct 26 $1.54B → $731.71M (-52.5%) SEC ↗
East Coast Asset Management, LLC. restatement Aug 14 Oct 26 $338.60M → $623.91M (+84.3%) SEC ↗
HMS Capital Management, LLC restatement Jul 21 Oct 20 $267.36M → $267.36M (0.0%) SEC ↗
Howard Financial Services, Ltd. new holdings Jul 07 Oct 14 $1.00B → $927.27M (-7.4%) SEC ↗
Blackstone Inc. new holdings Aug 14 Oct 09 $32.93B → $6.03B (-81.7%) SEC ↗
Caz Investments Lp new holdings Aug 13 Oct 09 $95.93M → $479.39M (+399.8%) SEC ↗
Elm Partners Management LLC restatement Jul 28 Oct 07 $2.79B → $3.36B (+20.5%) SEC ↗
Advus Financial Partners, LLC restatement Aug 25 Oct 02 $259.41M → $350.95M (+35.3%) SEC ↗
Allie Family Office LLC restatement Aug 13 Oct 02 $269.25M → $270.42M (+0.4%) SEC ↗
Greenwich Wealth Management LLC new holdings Aug 12 Sep 29 $2.74M → $4.35M (+58.7%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) 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 4,201–4,300 of 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Aug 12 GW&K Investment Management, LLC

$12.80M reported · 1,287 holdings listed · SEC ↗

Q2 2026
Aug 12 Sit Investment Associates Inc

$5.28M reported · 521 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 12 Ako Capital Llp

$4.29M reported · 22 holdings listed · SEC ↗

Q2 2026
Aug 12 PGGM Investments

$4.06M reported · 59 holdings listed · SEC ↗

Q2 2026
Aug 12 Bollard Group LLC

$3.29M reported · 309 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 12 Daiichi Life International Holdings LLC

$3.15M reported · 9 holdings listed · SEC ↗

Q2 2026
Aug 12 Sun Life Financial Inc

$1.95M reported · 47 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 12 Boston Family Office Llc

$1.65M reported · 315 holdings listed · SEC ↗

Q2 2026
Aug 12 LM Advisors LLC

$866,372 reported · 224 holdings listed · SEC ↗

Q2 2026
Aug 12 Eubel Brady & Suttman Asset Management Inc

$841,750 reported · 118 holdings listed · SEC ↗

Q2 2026
Aug 12 Welch Capital Partners Llc/Ny

$510,257 reported · 26 holdings listed · SEC ↗

Q2 2026
Aug 12 X-Square Capital, LLC

$394,063 reported · 182 holdings listed · SEC ↗

Q2 2026
Aug 12 Bullseye Asset Management LLC

$196,719 reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 12 Pinnacle West Asset Management, Inc.

$144,719 reported · 104 holdings listed · SEC ↗

Q2 2026
Aug 12 University of Maryland Foundation, Inc.

$56,072 reported · 4 holdings listed · SEC ↗

Q2 2026
Aug 12 Parafestas Anastasios

$531 reported · 2 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 12 W1M Investment Management Ltd

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

Q2 2026
Aug 12 Northwestern Mutual Life Insurance Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Decas Capital LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Jefferies Capital Services, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Trust Advisory Group Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 American Century Investment Management Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Walnut Level Capital LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 CVentures, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Stonex Financial Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 StoneX Advisors Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Security Capital Research & Management Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Hanover Insurance Co, The

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. Morgan Securities plc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Desjardins Investments Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Desjardins Capital Management Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. Morgan Investment Management Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 JPMorgan Asset Management (UK) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 First Commonwealth Bank

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. Morgan Securities LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 State Farm Insurance Companies Employee Retirement…

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Marathon Trading Group LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Great American Insurance Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Capital Group Companies, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Federated Mdta Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 U.S. Bancorp Advisors, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Indus Partners, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 BSN Holdings Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 State Farm Investment Management Corp

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Daiichi Life International Co., Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Trian Fund Management GP, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Clear Street Derivatives LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 40{-}86 Advisors, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Viola Partners Fund 4 2013 L.P.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. MORGAN MANSART MANAGEMENT Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Sit Fixed Income Advisors Ii Llc /Adv

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Viola Ventures GP 3 Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Desjardins Financial Security Life Assurance Company

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 AXA Investment Managers Select Indonesia PT

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Viola Ventures V.C. Management 4 Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Bessemer Trust CO of Delaware, N.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Bessemer Trust Co of California, N.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 1919 Investment Counsel, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Bmo Private Investment Counsel Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 BMO Asset Management Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 S&T Bancorp Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. Morgan SE

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Hellman & Friedman Investors IX, L.P.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Strategas Asset Management, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 PGIM Quantitative Solutions LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Perseverance Asset Management International…

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Diversified Partners, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Hellman & Friedman Investors X, L.P.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Capital Research & Management Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 BSN Capital LLP

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Federated Equity Management Co Of Pennsylvania

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Federated Advisory Services Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Geode Capital Holdings Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Hermes Investment Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 JPMorgan Asset Management (Japan) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 BESSEMER TRUST Co OF FLORIDA

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 JPMorgan Asset Management (Canada) Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Landscape High Leverage Fund, LP

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Westpac Financial Services Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 JPMorgan Chase Bank, N.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 AXA INVESTMENT MANAGERS UK Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Us Bank National Association

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Voya Financial, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Optiver VOF

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 M Financial Investment Advisers Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Viola Partners 5 Limited Partnership

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Capital Group International, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Stifel Nicolaus & Co Inc \Mo\

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Daiichi Life Group, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Bessemer Investment Management Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 55I, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 PGIM, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Crescent Capital Group LP

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Federated Investment Counseling

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Hanover Insurance Group, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 BESSEMER TRUST Co NATIONAL ASSOCIATION

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Spinnaker Capital LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 Atalanta Sosnoff Management, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 U.S. Bancorp Asset Management Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 12 J.P. Morgan Private Investments Inc.

value not stated on cover page · SEC ↗

Q2 2026
← Previous Page 43 / 109 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