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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
245Amendments
1,955Notice filings
Jan 02First filed
Oct 27Latest 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
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

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
Neuberger Berman Group LLC restatement Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
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 ↗

“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 4,501–4,600 of 10,726 managers that reported this season
One row per manager: these managers filed 11,280 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Feb 12 SmartHarvest Portfolios, LLC

$287.73M reported · 366 holdings listed · SEC ↗

Q4 2025
Feb 12 Rosalind Advisors, Inc.

$284.53M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 12 Stelac Advisory Services LLC

$282.83M reported · 113 holdings listed · SEC ↗

Q4 2025
Feb 12 Saiph Capital, LLC

$278.38M reported · 70 holdings listed · SEC ↗

Q4 2025
Feb 12 Eley Financial Management, Inc

$278.37M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 12 American Financial Group Inc

$275.81M reported · 81 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 Absolute Capital Management, Llc

$274.53M reported · 133 holdings listed · SEC ↗

Q4 2025
Feb 12 FreeGulliver LLC

$271.72M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 12 Empower Annuity Insurance Co

$270.72M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 12 BRIGHT VALLEY CAPITAL Ltd

$269.16M reported · 15 holdings listed · SEC ↗

Q4 2025
Feb 12 White Mountains Insurance Group Ltd

$261.93M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 12 Compass Capital Corp /Ma/ /Adv

$260.16M reported · 187 holdings listed · SEC ↗

Q4 2025
Feb 12 Riverwater Partners LLC

$258.38M reported · 212 holdings listed · SEC ↗

Q4 2025
Feb 12 SWAN Capital LLC

$257.14M reported · 513 holdings listed · SEC ↗

Q4 2025
Feb 12 EntryPoint Capital, LLC

$256.34M reported · 639 holdings listed · SEC ↗

Q4 2025
Feb 12 Brilliance Asset Management Ltd

$254.76M reported · 6 holdings listed · SEC ↗

Q4 2025
Feb 12 Ardent Capital Management, Inc.

$252.80M reported · 50 holdings listed · SEC ↗

Q4 2025
Feb 12 Thor Trading Advisors, Llc

$241.28M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 12 Ironwood Investment Management Llc

$237.83M reported · 172 holdings listed · SEC ↗

Q4 2025
Feb 12 Continental Advisors Llc

$236.78M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 12 Pfizer Inc

$236.46M reported · 21 holdings listed · SEC ↗

Q4 2025
Feb 12 Forge Financial Services LLC

$233.88M reported · 26 holdings listed · SEC ↗

Q4 2025
Feb 12 Tull Financial Group, Inc.

$233.49M reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 12 Investment Research Partners LLC

$232.98M reported · 233 holdings listed · SEC ↗

Q4 2025
Feb 12 Moerus Capital Management LLC

$231.90M reported · 16 holdings listed · SEC ↗

Q4 2025
Feb 12 Longitude (Cayman) Ltd.

$231.49M reported · 36 holdings listed · SEC ↗

Q4 2025
Feb 12 Brogan Financial, Inc.

$228.81M reported · 58 holdings listed · SEC ↗

Q4 2025
Feb 12 Haven Private, LLC

$228.54M reported · 161 holdings listed · SEC ↗

Q4 2025
Feb 12 Birmingham Capital Management Co Inc/Al

$226.93M reported · 90 holdings listed · SEC ↗

Q4 2025
Feb 12 Quantum Portfolio Management LLC

$226.45M reported · 238 holdings listed · SEC ↗

Q4 2025
Feb 12 Nightview Capital, Llc

$225.67M reported · 14 holdings listed · SEC ↗

Q4 2025
Feb 12 Tandem Wealth Advisors LLC

$223.04M reported · 47 holdings listed · SEC ↗

Q4 2025
Feb 12 Alpha Family Trust

$219.48M reported · 195 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Feb 12 Nipun Capital, L.P.

$219.12M reported · 11 holdings listed · SEC ↗

Q4 2025
Feb 12 Mosley Wealth Management

$218.50M reported · 154 holdings listed · SEC ↗

Q4 2025
Feb 12 Aberdeen Wealth Management LLC

$216.03M reported · 176 holdings listed · SEC ↗

Q4 2025
Feb 12 Knott David M Jr

$215.94M reported · 91 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 Pacific Wealth Management

$215.45M reported · 22 holdings listed · SEC ↗

Q4 2025
Feb 12 Fox Hill Wealth Management

$215.18M reported · 114 holdings listed · SEC ↗

Q4 2025
Feb 12 Signet Investment Advisory Group, Inc.

$215.18M reported · 70 holdings listed · SEC ↗

Q4 2025
Feb 12 2UniFi Bank

$210.71M reported · 521 holdings listed · SEC ↗

Q4 2025
Feb 12 Keeler Thomas Management LLC

$209.83M reported · 98 holdings listed · SEC ↗

Q4 2025
Feb 12 Mark Sheptoff Financial Planning, Llc

$209.82M reported · 507 holdings listed · SEC ↗

Q4 2025
Feb 12 Burk Holdings LLC

$209.65M reported · 78 holdings listed · SEC ↗

Q4 2025
Feb 12 First International Bank of Israel Ltd.

$209.32M reported · 59 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 SMA Capital LLC

$209.02M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 12 Arbiter Partners Capital Management LLC

$205.17M reported · 49 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 12 McDonough Capital Management, Inc

$204.15M reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 12 Solano Wealth Investment Advisors LLC

$201.79M reported · 35 holdings listed · SEC ↗

Q4 2025
Feb 12 North Ground Capital

$201.38M reported · 45 holdings listed · SEC ↗

Q4 2025
Feb 12 Coastwise Capital Group, LLC

$200.17M reported · 226 holdings listed · SEC ↗

Q4 2025
Feb 12 Asset Advisory Group, Inc.

$200.17M reported · 120 holdings listed · SEC ↗

Q4 2025
Feb 12 Declaration Partners LP

$200.07M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 12 Resurgent Financial Advisors LLC

$199.43M reported · 216 holdings listed · SEC ↗

Q4 2025
Feb 12 Fairfield University

$198.54M reported · 3 holdings listed · SEC ↗

Q4 2025
Feb 12 Cincinnati Casualty Co

$197.08M reported · 24 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 Athena Investment Management

$195.18M reported · 155 holdings listed · SEC ↗

Q4 2025
Feb 12 Symphony Financial Services, Inc.

$195.06M reported · 103 holdings listed · SEC ↗

Q4 2025
Feb 12 Peninsula Asset Management Inc

$194.86M reported · 75 holdings listed · SEC ↗

Q4 2025
Feb 12 Carson Advisory Inc.

$192.42M reported · 183 holdings listed · SEC ↗

Q4 2025
Feb 12 Loudon Investment Management, LLC

$191.40M reported · 93 holdings listed · SEC ↗

Q4 2025
Feb 12 Sbe Llc Dba Cedar Cove Wealth Partners

$191.33M reported · 88 holdings listed · SEC ↗

Q4 2025
Feb 12 Harbour Investment Management Llc

$188.59M reported · 99 holdings listed · SEC ↗

Q4 2025
Feb 12 Promethium Advisors,Llc

$185.44M reported · 116 holdings listed · SEC ↗

Q4 2025
Feb 12 Tribune Investment Group LP

$184.42M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 12 denkapparat Operations GmbH

$183.90M reported · 294 holdings listed · SEC ↗

Q4 2025
Feb 12 Eight 31 Financial, Llc

$182.35M reported · 70 holdings listed · SEC ↗

Q4 2025
Feb 12 Colrain Capital Llc

$181.95M reported · 22 holdings listed · SEC ↗

Q4 2025
Feb 12 GSI Capital Advisors LLC

$178.59M reported · 60 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 Monashee Investment Management LLC

$177.46M reported · 40 holdings listed · SEC ↗

Q4 2025
Feb 12 CNO Financial Group, Inc.

$176.49M reported · 19 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 12 William Allan Corp

$176.27M reported · 58 holdings listed · SEC ↗

Q4 2025
Feb 12 Godshalk Welsh Capital Management, Inc.

$175.11M reported · 132 holdings listed · SEC ↗

Q4 2025
Feb 12 IES Holdings, Inc.

$171.20M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 12 LWM Advisory Services, LLC

$170.67M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 12 Rockbridge Asset Management LLC

$165.65M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 12 Andina Capital Management, LLC

$165.41M reported · 143 holdings listed · SEC ↗

Q4 2025
Feb 12 Xxi Wealth, Llc

$164.52M reported · 178 holdings listed · SEC ↗

Q4 2025
Feb 12 Opus Investment Management Inc

$164.35M reported · 29 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 12 Mcintyre Freedman & Flynn Investment Advisers Inc

$159.30M reported · 79 holdings listed · SEC ↗

Q4 2025
Feb 12 Cooper Capital Advisors LLC

$158.85M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 12 XY Capital Ltd

$158.81M reported · 269 holdings listed · SEC ↗

Q4 2025
Feb 12 Round Hill Asset Management

$158.69M reported · 63 holdings listed · SEC ↗

Q4 2025
Feb 12 Richmond Brothers, Inc.

$157.16M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 12 Stonegate Management LLC

$155.78M reported · 58 holdings listed · SEC ↗

Q4 2025
Feb 12 Gallagher Capital Advisors, LLC

$154.75M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 12 Leigh Baldwin & Co., Llc

$152.13M reported · 162 holdings listed · SEC ↗

Q4 2025
Feb 12 Versant Venture Management, LLC

$151.06M reported · 7 holdings listed · SEC ↗

Q4 2025
Feb 12 Affinity Investment Advisors, Llc

$150.55M reported · 139 holdings listed · SEC ↗

Q4 2025
Feb 12 Brightwater Advisory LLC

$148.00M reported · 59 holdings listed · SEC ↗

Q4 2025
Feb 12 TopTier Wealth Management, LLC

$147.28M reported · 121 holdings listed · SEC ↗

Q4 2025
Feb 12 Fosse Capital Partners LLP

$142.82M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 12 Brandywine Asset Management, Inc.

$142.29M reported · 15 holdings listed · SEC ↗

Q4 2025
Feb 12 GreatBanc Trust CO

$141.91M reported · 124 holdings listed · SEC ↗

Q4 2025
Feb 12 Piper Sandler & Co.

$141.19M reported · 25 holdings listed · SEC ↗

Q4 2025
Feb 12 Richwood Investment Advisors, LLC

$139.26M reported · 106 holdings listed · SEC ↗

Q4 2025
Feb 12 EIG Asset Management, LLC

$139.03M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 12 RMR Capital Management, LLC

$138.95M reported · 74 holdings listed · SEC ↗

Q4 2025
Feb 12 Trace Wealth Advisors, LLC

$138.42M reported · 70 holdings listed · SEC ↗

Q4 2025
Feb 12 Oder Investment Management, LLC

$138.08M reported · 100 holdings listed · SEC ↗

Q4 2025
← Previous Page 46 / 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