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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

8,118 of approximately 8,120 expected managers have filed for Q3 2025 (100.0%); “expected” = the prior season's filer count

8,36513F-HR reports
$66.24TΣ reported value
6.25MHoldings listedall filers · Q3 2025
232Amendments
1,833Notice filings
Oct 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 8,365 of 8,365 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,365 reports filed Oct 01 to May 29; busiest day Nov 14 with 1,7314849691,4541,938Oct 01: 26 reportsOct 02: 27 reportsOct 03: 23 reportsOct 06: 59 reportsOct 07: 77 reportsOct 08: 84 reportsOct 09: 117 reportsOct 10: 99 reportsOct 14: 174 reportsOct 15: 167 reportsOct 16: 154 reportsOct 17: 151 reportsOct 20: 173 reportsOct 21: 222 reportsOct 22: 223 reportsOct 23: 162 reportsOct 24: 161 reportsOct 27: 145 reportsOct 28: 221 reportsOct 29: 182 reportsOct 30: 186 reportsOct 31: 205 reportsNov 03: 205 reportsNov 04: 272 reportsNov 05: 243 reportsNov 06: 315 reportsNov 07: 285 reportsNov 10: 350 reportsNov 12: 750 reportsNov 13: 771 reportsNov 14: 1,731 reportsNov 17: 94 reportsNov 18: 27 reportsNov 19: 22 reportsNov 20: 20 reportsNov 21: 23 reportsNov 24: 24 reportsNov 25: 15 reportsNov 26: 5 reportsDec 01: 18 reportsDec 02: 12 reportsDec 03: 8 reportsDec 05: 4 reportsDec 08: 6 reportsDec 09: 14 reportsDec 10: 2 reportsDec 11: 5 reportsDec 12: 1 reportsDec 15: 9 reportsDec 16: 6 reportsDec 17: 6 reportsDec 18: 7 reportsDec 19: 9 reportsDec 22: 4 reportsDec 29: 31 reportsDec 31: 1 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 2 reportsApr 01: 1 reportsApr 07: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsApr 29: 1 reportsMay 12: 1 reportsMay 13: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 26: 1 reportsMay 27: 1 reportsMay 28: 2 reportsMay 29: 2 reports100%45-day deadline · Nov 141,731 on Nov 14Oct 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.
51.3% of reports arrived in the final week before the Nov 14 deadline
What the tracked universe did this season
+7,596New positions
−7,933Full exits
29,693Increased
23,228Reduced
56Comparable 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
SSB SouthState Bank… +19 +19 22
GLBKV GCI Liberty, Inc.… +18 +18 21
FIG Figma, Inc. +16 +16 19
PSKY Paramount Skydance… +15 +15 18
KLAR Klarna Group plc +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
MIAX Miami International… +14 +14 17
FLY Firefly Aerospace… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
NTES NetEase, Inc. -5 −5 16
BL BlackLine, Inc. -4 −6 15

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.68T 17,690 Nov 07
2 BlackRock $5.71T 49,030 Nov 12
3 State Street Global Advisors $2.88T 4,282 Nov 14
4 Fidelity (FMR) $1.92T 13,217 Nov 13
5 JPMorgan Chase $1.67T 32,847 Nov 07
6 Morgan Stanley $1.65T 45,055 Nov 14
7 Geode Capital Management $1.57T 8,534 Nov 12
8 Bank Of America Corp /De/ $1.47T 29,308 Nov 14
9 Susquehanna International Group, Llp $874.95B 13,896 Nov 14
10 Norges Bank $870.10B 1,516 Nov 13
11 Goldman Sachs Group $817.38B 13,001 Nov 14
12 Northern Trust Corp $781.71B 20,749 Nov 14
Notable manager changes
01 Scion Asset Management

Reported value +138.8% QoQ ($578.34M → $1.38B)

→
02 Norges Bank

Reported value -100.0% QoQ ($801.15B → $0)

→
03 Gotham Asset Management

Reported value +37.4% QoQ ($16.71B → $22.97B)

→
04 AQR Capital Management

Reported value +29.0% QoQ ($120.88B → $156.00B)

→
05 Citadel Advisors

+1360 new positions this quarter (15,551 total)

→
06 Two Sigma Investments

+636 new positions this quarter (3,628 total)

→
07 Marshall Wace

+625 new positions this quarter (5,977 total)

→
08 Renaissance Technologies

+501 new positions this quarter (3,457 total)

→
09 Soros Fund Management

Top-10 concentration 36% → 41% (+4.7pp)

→
10 Millennium Management

Top-10 concentration 11% → 15% (+3.6pp)

→

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 Nov 12 Oct 27 $136.84B → $136.91B (0.0%) SEC ↗
Neuberger Berman Group LLC restatement Nov 12 Oct 27 $136.84B → $136.91B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Nov 14 Oct 26 $319.18M → $574.74M (+80.1%) SEC ↗
Elm Partners Management LLC restatement Nov 04 Oct 07 $2.00B → $2.47B (+23.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $7.78B → $7.59B (-2.5%) SEC ↗
Hbk Investments L P new holdings Nov 14 Sep 16 $9.11B → $4.15M (-100.0%) SEC ↗
Boston Research & Management Inc new holdings Nov 12 Sep 01 $453,374 → $457.55M (+100821.1%) SEC ↗
Advisors Asset Management, Inc. restatement Nov 06 Aug 26 $5.89B → $5.89B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Nov 14 Aug 26 $923,366 → $923,366 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Nov 14 Aug 26 $6.46B → $185.52M (-97.1%) SEC ↗
Dakota Wealth Management restatement Nov 10 Aug 26 $4.96B → $4.96B (0.0%) SEC ↗
Pangea Capital Gestao de Recursos… restatement n/a Aug 21 totals pending parse SEC ↗
Advisors Asset Management, Inc. new holdings Nov 06 Aug 21 $5.89B → $78,006 (-100.0%) SEC ↗
Ensign Peak Advisors, Inc restatement Nov 13 Aug 18 $60.95B → $60.95B (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 4,401–4,500 of 9,940 managers that reported this season
One row per manager: these managers filed 10,430 separate documents; advisers may file one 13F per sub-portfolio. A further 223 superseded versions are excluded. Totals combine only live documents.

Nov 12 Camrose Capital Investment Partners LLP

$430.93M reported · 9 holdings listed · SEC ↗

Q3 2025
Nov 12 Capco Asset Management, LLC

$428.87M reported · 27 holdings listed · SEC ↗

Q3 2025
Nov 12 Longfellow Investment Management Co Llc

$421.82M reported · 258 holdings listed · SEC ↗

Q3 2025
Nov 12 DKRT Investments Corp.

$416.42M reported · 45 holdings listed · SEC ↗

Q3 2025
Nov 12 Compton Financial Group, LLC

$415.26M reported · 52 holdings listed · SEC ↗

Q3 2025
Nov 12 Seven Springs Wealth Group, LLC

$413.43M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 12 Neo Ivy Capital Management

$410.23M reported · 374 holdings listed · SEC ↗

Q3 2025
Nov 12 Headwater Capital Co Ltd

$408.76M reported · 13 holdings listed · SEC ↗

Q3 2025
Nov 12 Dodds Wealth, LLC

$403.79M reported · 60 holdings listed · SEC ↗

Q3 2025
Nov 12 Operose Advisors LLC

$401.17M reported · 444 holdings listed · SEC ↗

Q3 2025
Nov 12 All Terrain Financial Advisors, LLC

$399.52M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 12 Leading Edge Financial Planning LLC

$398.42M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 12 Weaver Consulting Group

$393.06M reported · 264 holdings listed · SEC ↗

Q3 2025
Nov 12 WIM INVESTMENT MANAGEMENT Ltd

$393.05M reported · 18 holdings listed · SEC ↗

Q3 2025
Nov 12 Legacy Capital Group California, Inc.

$392.55M reported · 328 holdings listed · SEC ↗

Q3 2025
Nov 12 PSI Advisors, LLC

$388.21M reported · 273 holdings listed · SEC ↗

Q3 2025
Nov 12 Ironsides Asset Advisors, LLC

$387.81M reported · 73 holdings listed · SEC ↗

Q3 2025
Nov 12 Tillman Hartley LLC

$386.33M reported · 145 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 12 BCGM Wealth Management, LLC

$384.33M reported · 177 holdings listed · SEC ↗

Q3 2025
Nov 12 Dunhill Financial, LLC

$383.42M reported · 989 holdings listed · SEC ↗

Q3 2025
Nov 12 PARUS FINANCE (UK) Ltd

$380.79M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 12 One Charles Private Wealth Services, LLC

$380.68M reported · 170 holdings listed · SEC ↗

Q3 2025
Nov 12 Singapore Technologies Telemedia Pte Ltd

$380.64M reported · 1 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Nov 12 BOCHK Asset Management Ltd

$379.27M reported · 86 holdings listed · SEC ↗

Q3 2025
Nov 12 Turiya Advisors Asia Ltd

$377.78M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 12 Rock Point Advisors, LLC

$377.36M reported · 117 holdings listed · SEC ↗

Q3 2025
Nov 12 Lansing Street Advisors

$376.86M reported · 142 holdings listed · SEC ↗

Q3 2025
Nov 12 Total Clarity Wealth Management, Inc.

$376.27M reported · 285 holdings listed · SEC ↗

Q3 2025
Nov 12 Bridge City Capital, LLC

$374.49M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 12 Ranmore Fund Management Ltd

$369.20M reported · 14 holdings listed · SEC ↗

Q3 2025
Nov 12 Pacifica Capital Investments, LLC

$368.09M reported · 14 holdings listed · SEC ↗

Q3 2025
Nov 12 United Wealth Management, LLC

$367.49M reported · 23 holdings listed · SEC ↗

Q3 2025
Nov 12 Roberts Glore & Co Inc /Il/

$365.74M reported · 217 holdings listed · SEC ↗

Q3 2025
Nov 12 ArchPoint Investors

$364.50M reported · 72 holdings listed · SEC ↗

Q3 2025
Nov 12 Ballast Advisors Llc

$363.05M reported · 180 holdings listed · SEC ↗

Q3 2025
Nov 12 Empirical Asset Management, LLC

$360.08M reported · 368 holdings listed · SEC ↗

Q3 2025
Nov 12 Skaana Management L.P.

$358.76M reported · 179 holdings listed · SEC ↗

Q3 2025
Nov 12 Evernest Financial Advisors, LLC

$356.88M reported · 188 holdings listed · SEC ↗

Q3 2025
Nov 12 Haverford Financial Services, Inc.

$356.36M reported · 45 holdings listed · SEC ↗

Q3 2025
Nov 12 Headland Capital, LLC

$356.20M reported · 71 holdings listed · SEC ↗

Q3 2025
Nov 12 Brand Asset Management Group, Inc.

$355.48M reported · 165 holdings listed · SEC ↗

Q3 2025
Nov 12 Duncan Williams Asset Management, LLC

$355.41M reported · 164 holdings listed · SEC ↗

Q3 2025
Nov 12 MGB Wealth Management, LLC

$353.98M reported · 313 holdings listed · SEC ↗

Q3 2025
Nov 12 Sequent Planning LLC

$352.38M reported · 201 holdings listed · SEC ↗

Q3 2025
Nov 12 Integrated Quantitative Investments LLC

$351.87M reported · 347 holdings listed · SEC ↗

Q3 2025
Nov 12 Leeward Financial Partners, LLC

$351.49M reported · 101 holdings listed · SEC ↗

Q3 2025
Nov 12 Kaleidoscope Capital Lp

$349.97M reported · 11 holdings listed · SEC ↗

Q3 2025
Nov 12 Siena Capital Partners GP, LLC

$349.40M reported · 102 holdings listed · SEC ↗

Q3 2025
Nov 12 Continental Grain Co

$346.02M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 12 Riverview Capital Advisers, LLC

$345.80M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 12 NFC Investments, LLC

$345.49M reported · 43 holdings listed · SEC ↗

Q3 2025
Nov 12 Palo Alto Wealth Advisors, Llc

$343.27M reported · 64 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 12 Rench Wealth Management, Inc.

$340.77M reported · 56 holdings listed · SEC ↗

Q3 2025
Nov 12 Anfield Capital Management, LLC

$339.86M reported · 604 holdings listed · SEC ↗

Q3 2025
Nov 12 Harbor Advisory Corp /Ma/

$338.15M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 12 Smart Money Group LLC

$337.71M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 12 Western Standard LLC

$337.14M reported · 24 holdings listed · SEC ↗

Q3 2025
Nov 12 Regimen Wealth, Llc

$336.90M reported · 75 holdings listed · SEC ↗

Q3 2025
Nov 12 Mcdonald Partners Llc

$335.02M reported · 223 holdings listed · SEC ↗

Q3 2025
Nov 12 Bare Financial Services, Inc

$334.84M reported · 1,955 holdings listed · SEC ↗

Q3 2025
Nov 12 Evexia Wealth Llc

$334.07M reported · 78 holdings listed · SEC ↗

Q3 2025
Nov 12 JRM Investment Counsel, LLC

$334.06M reported · 21 holdings listed · SEC ↗

Q3 2025
Nov 12 Buska Wealth Management, LLC

$333.18M reported · 75 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 12 Advantage Alpha Capital Partners LP

$331.91M reported · 130 holdings listed · SEC ↗

Q3 2025
Nov 12 Pinnacle Financial Group, LLC / IL

$330.71M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 12 Carmel Capital Management L.L.C.

$328.98M reported · 25 holdings listed · SEC ↗

Q3 2025
Nov 12 Insight Wealth Partners, LLC

$328.33M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 12 Life Line Wealth Management Llc

$327.99M reported · 37 holdings listed · SEC ↗

Q3 2025
Nov 12 LOM Asset Management Ltd

$327.89M reported · 247 holdings listed · SEC ↗

Q3 2025
Nov 12 Cedar Wealth Management, LLC

$326.34M reported · 244 holdings listed · SEC ↗

Q3 2025
Nov 12 Hamel Associates, Inc.

$325.20M reported · 81 holdings listed · SEC ↗

Q3 2025
Nov 12 Blue Owl Capital Holdings LP

$322.14M reported · 75 holdings listed · 8 other managers included · SEC ↗

Q3 2025
Nov 12 AIMZ Investment Advisors, LLC

$318.67M reported · 128 holdings listed · SEC ↗

Q3 2025
Nov 12 Left Brain Wealth Management, LLC

$318.64M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 12 Glynn Capital Management Llc

$316.83M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 12 DCF Advisers, LLC

$311.21M reported · 95 holdings listed · SEC ↗

Q3 2025
Nov 12 360 Financial, Inc.

$310.89M reported · 85 holdings listed · SEC ↗

Q3 2025
Nov 12 Atlas Wealth LLC

$309.81M reported · 107 holdings listed · SEC ↗

Q3 2025
Nov 12 Essex Woodlands Management, Inc.

$307.12M reported · 6 holdings listed · SEC ↗

Q3 2025
Nov 12 Passive Capital Management, LLC.

$306.64M reported · 88 holdings listed · SEC ↗

Q3 2025
Nov 12 Starr Indemnity & Liability Co

$306.22M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 12 Sava Penzisko Drushtvo A.D. Skopje

$304.86M reported · 24 holdings listed · SEC ↗

Q3 2025
Nov 12 Highland Peak Capital, Llc

$304.64M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 12 Walled Lake Planning & Wealth Management, Llc

$304.63M reported · 143 holdings listed · SEC ↗

Q3 2025
Nov 12 Omega Financial Group, LLC

$302.14M reported · 113 holdings listed · SEC ↗

Q3 2025
Nov 12 Ameliora Wealth Management Ltd.

$300.34M reported · 221 holdings listed · SEC ↗

Q3 2025
Nov 12 Tounjian Advisory Partners, Llc

$298.78M reported · 149 holdings listed · SEC ↗

Q3 2025
Nov 12 Bear Mountain Capital, Inc.

$298.61M reported · 324 holdings listed · SEC ↗

Q3 2025
Nov 12 Team Hewins, LLC

$296.13M reported · 39 holdings listed · SEC ↗

Q3 2025
Nov 12 Fi3 FINANCIAL ADVISORS, LLC

$295.78M reported · 159 holdings listed · SEC ↗

Q3 2025
Nov 12 Thomas J. Herzfeld Advisors, Inc.

$291.71M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 12 Veridan Wealth LLC

$290.45M reported · 79 holdings listed · SEC ↗

Q3 2025
Nov 12 Tieton Capital Management, LLC

$288.08M reported · 33 holdings listed · SEC ↗

Q3 2025
Nov 12 United Bank

$287.76M reported · 119 holdings listed · SEC ↗

Q3 2025
Nov 12 Pinnacle Holdings, LLC

$286.85M reported · 246 holdings listed · SEC ↗

Q3 2025
Nov 12 H&F Corporate Investors VIII, Ltd.

$285.99M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 12 Future Fund LLC

$283.40M reported · 170 holdings listed · SEC ↗

Q3 2025
Nov 12 University of Illinois Foundation

$283.22M reported · 12 holdings listed · SEC ↗

Q3 2025
Nov 12 Chaney Capital Management, Inc.

$281.97M reported · 38 holdings listed · SEC ↗

Q3 2025
Nov 12 Regents Gate Capital LLP

$281.67M reported · 44 holdings listed · SEC ↗

Q3 2025
← Previous Page 45 / 100 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