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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
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

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 5,101–5,200 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 11 Orion Investment Co

$328.22M reported · 68 holdings listed · SEC ↗

Q4 2025
Feb 11 Paragon Private Wealth Management, LLC

$325.71M reported · 362 holdings listed · SEC ↗

Q4 2025
Feb 11 Myriad Asset Management Advisors LLC

$324.63M reported · 48 holdings listed · SEC ↗

Q4 2025
Feb 11 Permit Capital, LLC

$321.43M reported · 19 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 11 Etesian Wealth Advisors, Inc.

$318.93M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 11 Next Capital Management LLC

$312.34M reported · 136 holdings listed · SEC ↗

Q4 2025
Feb 11 Commonwealth Retirement Investments LLC

$310.62M reported · 435 holdings listed · SEC ↗

Q4 2025
Feb 11 Sanofi

$310.41M reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 11 Alteri Wealth LLC

$308.55M reported · 286 holdings listed · SEC ↗

Q4 2025
Feb 11 Lifestyle Asset Management, Inc.

$307.39M reported · 138 holdings listed · SEC ↗

Q4 2025
Feb 11 Resolute Advisors LLC

$306.65M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 11 Fore Capital, LLC

$305.96M reported · 52 holdings listed · SEC ↗

Q4 2025
Feb 11 Jessup Wealth Management, Inc

$302.46M reported · 388 holdings listed · SEC ↗

Q4 2025
Feb 11 Peachtree Investment Partners, LLC

$301.32M reported · 127 holdings listed · SEC ↗

Q4 2025
Feb 11 OneAscent Wealth Management LLC

$300.44M reported · 170 holdings listed · SEC ↗

Q4 2025
Feb 11 Denver PWM, LLC

$299.43M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 11 J.H. Whitney Equity Partners VII, LLC

$296.10M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 11 NYL Investors LLC

$294.32M reported · 32 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 11 Holowesko Partners Ltd.

$287.34M reported · 28 holdings listed · SEC ↗

Q4 2025
Feb 11 Sittner & Nelson, Llc

$282.56M reported · 534 holdings listed · SEC ↗

Q4 2025
Feb 11 Curio Wealth, Llc

$282.27M reported · 472 holdings listed · SEC ↗

Q4 2025
Feb 11 Rise Advisors, LLC

$280.35M reported · 98 holdings listed · SEC ↗

Q4 2025
Feb 11 Arrowroot Family Office, LLC

$274.92M reported · 140 holdings listed · SEC ↗

Q4 2025
Feb 11 Prudent Man Advisors, LLC

$274.69M reported · 136 holdings listed · SEC ↗

Q4 2025
Feb 11 Ted Buchan & Co

$272.43M reported · 88 holdings listed · SEC ↗

Q4 2025
Feb 11 Spectrum Wealth Advisory Group, LLC

$272.04M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 11 First Dallas Securities Inc.

$268.75M reported · 107 holdings listed · SEC ↗

Q4 2025
Feb 11 Weik Capital Management

$266.91M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 11 1776 Wealth LLC

$265.63M reported · 141 holdings listed · SEC ↗

Q4 2025
Feb 11 Tencap Wealth Coaching, LLC

$264.22M reported · 7 holdings listed · SEC ↗

Q4 2025
Feb 11 Investors Towarzystwo Funduszy Inwestycyjnych…

$264.01M reported · 181 holdings listed · SEC ↗

Q4 2025
Feb 11 Wills Financial Group LLC

$261.68M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 11 VMS Asset Management Limited

$259.59M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 11 Victrix Investment Advisors

$258.22M reported · 104 holdings listed · SEC ↗

Q4 2025
Feb 11 Adaptive Financial Consulting, LLC

$257.06M reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 11 Hapanowicz & Associates Financial Services, Inc

$255.19M reported · 34 holdings listed · SEC ↗

Q4 2025
Feb 11 Howard Bailey Securities, Llc

$253.80M reported · 141 holdings listed · SEC ↗

Q4 2025
Feb 11 Greykasell Wealth Strategies, Inc.

$253.27M reported · 492 holdings listed · SEC ↗

Q4 2025
Feb 11 MKA Charitable Fund

$251.82M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 11 Madden Advisory Services, Inc.

$248.66M reported · 105 holdings listed · SEC ↗

Q4 2025
Feb 11 Mount Capital Ltd

$247.54M reported · 16 holdings listed · SEC ↗

Q4 2025
Feb 11 Shared Vision Wealth Group LLC

$246.99M reported · 99 holdings listed · SEC ↗

Q4 2025
Feb 11 Paces Ferry Wealth Advisors, Llc

$246.29M reported · 132 holdings listed · SEC ↗

Q4 2025
Feb 11 Vermillion Wealth Management, Inc.

$246.08M reported · 623 holdings listed · SEC ↗

Q4 2025
Feb 11 Decatur Capital Management, Inc.

$245.83M reported · 34 holdings listed · SEC ↗

Q4 2025
Feb 11 CNB Bank

$244.35M reported · 633 holdings listed · SEC ↗

Q4 2025
Feb 11 Regency Capital Management Inc.\DE

$240.39M reported · 62 holdings listed · SEC ↗

Q4 2025
Feb 11 Schulhoff & Co Inc

$237.51M reported · 132 holdings listed · SEC ↗

Q4 2025
Feb 11 Deseret Mutual Benefit Administrators

$234.45M reported · 499 holdings listed · SEC ↗

Q4 2025
Feb 11 Strategic Financial Partners, Ltd.

$230.95M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 11 Viewpoint Capital Management LLC

$230.86M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 11 Scholtz & Company, Llc

$230.31M reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 11 Harold Davidson & Associates Inc.

$226.01M reported · 66 holdings listed · SEC ↗

Q4 2025
Feb 11 Patron Partners, Llc

$224.50M reported · 178 holdings listed · SEC ↗

Q4 2025
Feb 11 Employees' Retirement Fund of the City of Fort Worth

$223.45M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 11 Alta Fundamental Advisers LLC

$221.85M reported · 23 holdings listed · SEC ↗

Q4 2025
Feb 11 Mitchell Sinkler & Starr/Pa

$221.35M reported · 139 holdings listed · SEC ↗

Q4 2025
Feb 11 Cooper/Haims Advisors, Llc

$220.03M reported · 100 holdings listed · SEC ↗

Q4 2025
Feb 11 Galilei Investment Office LLP

$212.24M reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 11 Alethea Capital Management, Llc

$205.95M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 11 Millbank Dartmoor Portsmouth Llc

$203.49M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 11 Johnson Wealth Management, LLC

$200.96M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 11 Landing Point Financial Group, LLC

$200.55M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 11 Delphi Financial Group, Inc.

$200.28M reported · 28 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 11 Clarity Capital Advisors, LLC

$200.02M reported · 95 holdings listed · SEC ↗

Q4 2025
Feb 11 Aufman Associates Inc

$195.13M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 11 VVR Holdings LLC

$192.38M reported · 38 holdings listed · SEC ↗

Q4 2025
Feb 11 Littlejohn & Co Llc

$191.98M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 11 IvyRock Asset Management (HK) Ltd

$189.60M reported · 23 holdings listed · SEC ↗

Q4 2025
Feb 11 Bradley & Co. Private Wealth Management, LLC

$188.96M reported · 216 holdings listed · SEC ↗

Q4 2025
Feb 11 Pelham Capital Ltd.

$187.92M reported · 11 holdings listed · SEC ↗

Q4 2025
Feb 11 LCW Services, LLC

$187.77M reported · 39 holdings listed · SEC ↗

Q4 2025
Feb 11 CoreFirst Bank & Trust

$184.94M reported · 374 holdings listed · SEC ↗

Q4 2025
Feb 11 Ameraudi Asset Management, Inc.

$182.02M reported · 64 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 11 Marest Capital, LLC

$178.80M reported · 26 holdings listed · SEC ↗

Q4 2025
Feb 11 Babb Wealth Advisors LLC

$177.14M reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 11 Oak Wealth Advisors LLC

$174.17M reported · 60 holdings listed · SEC ↗

Q4 2025
Feb 11 Tacita Capital Inc

$172.62M reported · 216 holdings listed · SEC ↗

Q4 2025
Feb 11 LeClair Wealth Partners LLC

$172.38M reported · 112 holdings listed · SEC ↗

Q4 2025
Feb 11 Hilton Head Capital Partners, LLC

$171.12M reported · 935 holdings listed · SEC ↗

Q4 2025
Feb 11 Comprehensive Wealth Management, LLC

$169.52M reported · 40 holdings listed · SEC ↗

Q4 2025
Feb 11 Closed-End Fund Advisors, Inc.

$169.31M reported · 204 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 11 Prime Buchholz LLC

$168.44M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 11 Sharpepoint Llc

$166.90M reported · 84 holdings listed · SEC ↗

Q4 2025
Feb 11 Legacy Capital Wealth Management, Llc

$165.12M reported · 70 holdings listed · SEC ↗

Q4 2025
Feb 11 United Financial Planning Group LLC

$164.84M reported · 487 holdings listed · SEC ↗

Q4 2025
Feb 11 Daner Wealth Management, LLC

$163.38M reported · 93 holdings listed · SEC ↗

Q4 2025
Feb 11 Caldwell Investment Management Ltd.

$162.65M reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 11 Allianz Investment Management Llc

$159.83M reported · 30 holdings listed · SEC ↗

Q4 2025
Feb 11 Crestwood Capital Management, L.P.

$157.98M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 11 Emory University

$157.05M reported · 7 holdings listed · SEC ↗

Q4 2025
Feb 11 Cedar Point Capital Partners, LLC

$156.64M reported · 69 holdings listed · SEC ↗

Q4 2025
Feb 11 Schwallier Wealth Management LLC

$156.51M reported · 54 holdings listed · SEC ↗

Q4 2025
Feb 11 Atlantic Private Wealth, LLC

$156.41M reported · 393 holdings listed · SEC ↗

Q4 2025
Feb 11 SFI Advisors, LLC

$155.98M reported · 66 holdings listed · SEC ↗

Q4 2025
Feb 11 North Dallas Bank & Trust Co

$153.34M reported · 198 holdings listed · SEC ↗

Q4 2025
Feb 11 Wealthgarden F.S. Llc

$151.66M reported · 159 holdings listed · SEC ↗

Q4 2025
Feb 11 Comprehensive Financial Planning, Inc./PA

$151.22M reported · 416 holdings listed · SEC ↗

Q4 2025
Feb 11 Aspetuck Financial Management LLC

$148.92M reported · 74 holdings listed · SEC ↗

Q4 2025
Feb 11 OneAscent Family Office, LLC

$147.52M reported · 180 holdings listed · SEC ↗

Q4 2025
← Previous Page 52 / 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