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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

8,795 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 4,501–4,600 of 10,586 managers that reported this season
One row per manager: these managers filed 10,946 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 12 Tufton Capital Management

$549.74M reported · 126 holdings listed · SEC ↗

Q1 2026
May 12 VeraBank, N.A.

$546.32M reported · 250 holdings listed · SEC ↗

Q1 2026
May 12 Hutchinson Capital Management/Ca

$544.09M reported · 97 holdings listed · SEC ↗

Q1 2026
May 12 OAKMONT Corp amended

$526.50M reported · 31 holdings listed · SEC ↗

Q1 2026
May 12 Insight Advisors, LLC/ PA

$525.47M reported · 243 holdings listed · SEC ↗

Q1 2026
May 12 Great Diamond Partners, LLC

$519.51M reported · 228 holdings listed · SEC ↗

Q1 2026
May 12 CacheTech Inc.

$518.92M reported · 177 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 12 Wealth Dimensions Group, Ltd.

$508.33M reported · 172 holdings listed · SEC ↗

Q1 2026
May 12 WESCAP Management Group, Inc.

$507.57M reported · 107 holdings listed · SEC ↗

Q1 2026
May 12 West Wealth Group, LLC

$506.00M reported · 130 holdings listed · SEC ↗

Q1 2026
May 12 Northwest Bancshares, Inc.

$502.44M reported · 219 holdings listed · SEC ↗

Q1 2026
May 12 Centric Wealth Management

$500.91M reported · 203 holdings listed · SEC ↗

Q1 2026
May 12 Holderness Investments Co

$497.94M reported · 252 holdings listed · SEC ↗

Q1 2026
May 12 PCM Encore, LLC

$486.07M reported · 445 holdings listed · SEC ↗

Q1 2026
May 12 Riggs Asset Managment Co. Inc.

$485.65M reported · 127 holdings listed · SEC ↗

Q1 2026
May 12 Crusonia Wealth Advisors LLC

$485.19M reported · 252 holdings listed · SEC ↗

Q1 2026
May 12 Ithaka Group Llc

$481.92M reported · 38 holdings listed · SEC ↗

Q1 2026
May 12 Longfellow Investment Management Co Llc

$479.79M reported · 243 holdings listed · SEC ↗

Q1 2026
May 12 Leading Edge Financial Planning LLC

$475.24M reported · 72 holdings listed · SEC ↗

Q1 2026
May 12 Coyle Financial Counsel LLC

$472.80M reported · 113 holdings listed · SEC ↗

Q1 2026
May 12 Bregal Sagemount IV General Partner Jersey Ltd

$472.44M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Sovereign Investment Advisors, LLC

$472.13M reported · 106 holdings listed · SEC ↗

Q1 2026
May 12 Intel Corp

$470.01M reported · 3 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 12 Hartree Partners, LP

$466.58M reported · 126 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Alliance Wealth Advisors, LLC /UT

$462.31M reported · 228 holdings listed · SEC ↗

Q1 2026
May 12 Fielder Capital Group LLC

$459.10M reported · 290 holdings listed · SEC ↗

Q1 2026
May 12 Adams Wealth Management

$455.44M reported · 145 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Marion Wealth Management

$451.28M reported · 146 holdings listed · SEC ↗

Q1 2026
May 12 Magnitude Capital, LLC

$450.34M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 First Wilshire Securities Management Inc

$443.88M reported · 85 holdings listed · SEC ↗

Q1 2026
May 12 Tiff Advisory Services, Llc

$443.75M reported · 25 holdings listed · SEC ↗

Q1 2026
May 12 Birnam Oak Advisors, LP

$440.64M reported · 51 holdings listed · SEC ↗

Q1 2026
May 12 Operose Advisors LLC

$431.31M reported · 593 holdings listed · SEC ↗

Q1 2026
May 12 Paradigm Asset Management Co Llc

$426.47M reported · 424 holdings listed · SEC ↗

Q1 2026
May 12 All Terrain Financial Advisors, LLC

$425.18M reported · 150 holdings listed · SEC ↗

Q1 2026
May 12 Guidance Point Advisors, LLC

$422.15M reported · 96 holdings listed · SEC ↗

Q1 2026
May 12 Serenity Capital Management Pte. Ltd.

$414.37M reported · 10 holdings listed · SEC ↗

Q1 2026
May 12 Channel Wealth Llc

$412.82M reported · 175 holdings listed · SEC ↗

Q1 2026
May 12 G2 Capital Management, Llc / Oh

$411.37M reported · 73 holdings listed · SEC ↗

Q1 2026
May 12 Long Corridor Asset Management Ltd

$411.30M reported · 38 holdings listed · SEC ↗

Q1 2026
May 12 Palumbo Wealth Management LLC

$409.80M reported · 221 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Meiji Yasuda America Inc

$404.44M reported · 57 holdings listed · SEC ↗

Q1 2026
May 12 Singapore Technologies Telemedia Pte Ltd

$396.28M reported · 1 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 12 Pacific Center for Financial Services

$394.28M reported · 513 holdings listed · SEC ↗

Q1 2026
May 12 Prostatis Group LLC

$390.72M reported · 167 holdings listed · SEC ↗

Q1 2026
May 12 Hilltop Partners LLC

$389.67M reported · 126 holdings listed · SEC ↗

Q1 2026
May 12 Milestones Administradora de Recursos Ltda.

$383.15M reported · 17 holdings listed · SEC ↗

Q1 2026
May 12 Chase Investment Counsel Corp

$380.88M reported · 149 holdings listed · SEC ↗

Q1 2026
May 12 Wakefield Asset Management LLLP

$377.42M reported · 211 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 12 Carr Financial Group Corp

$376.19M reported · 174 holdings listed · SEC ↗

Q1 2026
May 12 Rit Capital Partners Plc

$374.08M reported · 12 holdings listed · SEC ↗

Q1 2026
May 12 First American Financial Corp

$369.85M reported · 3 holdings listed · SEC ↗

Q1 2026
May 12 Ark & Tlk Investments, Llc

$369.50M reported · 119 holdings listed · SEC ↗

Q1 2026
May 12 WorthPointe, LLC

$369.32M reported · 118 holdings listed · SEC ↗

Q1 2026
May 12 Continental Grain Co

$365.75M reported · 4 holdings listed · SEC ↗

Q1 2026
May 12 Three Bridge Wealth Advisors, LLC

$364.21M reported · 86 holdings listed · SEC ↗

Q1 2026
May 12 Anfield Capital Management, LLC

$363.45M reported · 716 holdings listed · SEC ↗

Q1 2026
May 12 Daybright Advisory Services, Inc.

$361.34M reported · 133 holdings listed · SEC ↗

Q1 2026
May 12 NFC Investments, LLC

$359.16M reported · 41 holdings listed · SEC ↗

Q1 2026
May 12 Wilson Asset Management (International) Pty Ltd

$354.05M reported · 43 holdings listed · SEC ↗

Q1 2026
May 12 ForthRight Wealth Management, LLC

$352.52M reported · 75 holdings listed · SEC ↗

Q1 2026
May 12 Alaethes Wealth, LLC

$351.22M reported · 124 holdings listed · SEC ↗

Q1 2026
May 12 Brilliance Asset Management Ltd

$339.05M reported · 16 holdings listed · SEC ↗

Q1 2026
May 12 WIM INVESTMENT MANAGEMENT Ltd

$337.33M reported · 20 holdings listed · SEC ↗

Q1 2026
May 12 Schiavi & Co LLC

$336.80M reported · 51 holdings listed · SEC ↗

Q1 2026
May 12 PARUS FINANCE (UK) Ltd

$334.46M reported · 37 holdings listed · SEC ↗

Q1 2026
May 12 Family Legacy, Inc.

$332.85M reported · 124 holdings listed · SEC ↗

Q1 2026
May 12 Bear Mountain Capital, Inc.

$332.64M reported · 198 holdings listed · SEC ↗

Q1 2026
May 12 J. H. Whitney Equity Partners VI, LLC

$326.43M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Alpha Financial Advisors, LLC

$326.38M reported · 62 holdings listed · SEC ↗

Q1 2026
May 12 Focused Alpha, Llc

$323.65M reported · 247 holdings listed · SEC ↗

Q1 2026
May 12 Orion Investment Co

$315.13M reported · 69 holdings listed · SEC ↗

Q1 2026
May 12 White Mountains Insurance Group Ltd

$313.37M reported · 2 holdings listed · SEC ↗

Q1 2026
May 12 Omega Financial Group, LLC

$307.61M reported · 101 holdings listed · SEC ↗

Q1 2026
May 12 Investidor Profissional Gestao de Recursos Ltda.

$305.83M reported · 27 holdings listed · SEC ↗

Q1 2026
May 12 Boundless Plain Holdings Ltd

$303.68M reported · 22 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Tejara Capital Ltd

$303.38M reported · 73 holdings listed · SEC ↗

Q1 2026
May 12 Matthew 25 Management Corp

$301.11M reported · 20 holdings listed · SEC ↗

Q1 2026
May 12 Absolute Capital Management, Llc

$301.04M reported · 146 holdings listed · SEC ↗

Q1 2026
May 12 Thomas J. Herzfeld Advisors, Inc.

$294.05M reported · 115 holdings listed · SEC ↗

Q1 2026
May 12 Curio Wealth, Llc

$292.61M reported · 1,256 holdings listed · SEC ↗

Q1 2026
May 12 Barometer Capital Management Inc.

$292.15M reported · 114 holdings listed · SEC ↗

Q1 2026
May 12 GoodHaven Capital Management, LLC

$287.04M reported · 26 holdings listed · SEC ↗

Q1 2026
May 12 Shaker Financial Services, LLC

$286.90M reported · 145 holdings listed · SEC ↗

Q1 2026
May 12 Argentarii, LLC

$285.97M reported · 199 holdings listed · SEC ↗

Q1 2026
May 12 Borer Denton & Associates, Inc.

$280.35M reported · 66 holdings listed · SEC ↗

Q1 2026
May 12 Acorn Creek Capital Llc

$280.15M reported · 84 holdings listed · SEC ↗

Q1 2026
May 12 Disciplined Investments, LLC

$278.54M reported · 141 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Berkshire Capital Holdings Inc

$277.18M reported · 114 holdings listed · SEC ↗

Q1 2026
May 12 Flagstar Securities, Inc amended

$276.13M reported · 174 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Sittner & Nelson, Llc

$273.58M reported · 573 holdings listed · SEC ↗

Q1 2026
May 12 Ravenswood Partners LP

$270.69M reported · 35 holdings listed · SEC ↗

Q1 2026
May 12 Harbor Island Capital LLC

$269.18M reported · 16 holdings listed · SEC ↗

Q1 2026
May 12 Persistent Asset Partners Ltd

$268.26M reported · 388 holdings listed · SEC ↗

Q1 2026
May 12 SGL Investment Advisors, Inc.

$266.48M reported · 126 holdings listed · SEC ↗

Q1 2026
May 12 Saiph Capital, LLC

$264.24M reported · 76 holdings listed · SEC ↗

Q1 2026
May 12 Luken Investment Analytics, LLC

$261.21M reported · 160 holdings listed · SEC ↗

Q1 2026
May 12 Robertson Opportunity Capital, LLC

$259.92M reported · 30 holdings listed · SEC ↗

Q1 2026
May 12 Colrain Capital Llc

$258.68M reported · 26 holdings listed · SEC ↗

Q1 2026
May 12 Weik Capital Management

$251.27M reported · 90 holdings listed · SEC ↗

Q1 2026
← Previous Page 46 / 106 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