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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
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +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
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
NTES NetEase, Inc. -5 −5 16
SGML Sigma Lithium… -4 −6 10

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 5,401–5,500 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 07 Readystate Asset Management Lp

$2.35B reported · 355 holdings listed · SEC ↗

Q3 2025
Nov 07 GenTrust, LLC

$2.20B reported · 211 holdings listed · SEC ↗

Q3 2025
Nov 07 Sageworth Trust Co

$2.15B reported · 268 holdings listed · SEC ↗

Q3 2025
Nov 07 CenterBook Partners LP

$2.02B reported · 544 holdings listed · SEC ↗

Q3 2025
Nov 07 Zions Bancorporation, National Association /Ut/

$2.02B reported · 887 holdings listed · SEC ↗

Q3 2025
Nov 07 Ae Industrial Partners, Lp

$1.99B reported · 3 holdings listed · SEC ↗

Q3 2025
Nov 07 Leeward Investments, LLC - MA

$1.96B reported · 142 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Coronation Fund Managers Ltd.

$1.92B reported · 75 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Heartland Advisors Inc

$1.89B reported · 237 holdings listed · SEC ↗

Q3 2025
Nov 07 Midland Wealth Advisors, Llc

$1.87B reported · 168 holdings listed · SEC ↗

Q3 2025
Nov 07 Syon Capital Llc

$1.86B reported · 810 holdings listed · SEC ↗

Q3 2025
Nov 07 Arvest Bank Trust Division

$1.80B reported · 285 holdings listed · SEC ↗

Q3 2025
Nov 07 Rothschild Investment Llc

$1.77B reported · 3,135 holdings listed · SEC ↗

Q3 2025
Nov 07 Cidel Asset Management Inc

$1.74B reported · 357 holdings listed · SEC ↗

Q3 2025
Nov 07 Bbr Partners, Llc

$1.73B reported · 270 holdings listed · SEC ↗

Q3 2025
Nov 07 Essex Financial Services, Inc.

$1.67B reported · 748 holdings listed · 8 other managers included · SEC ↗

Q3 2025
Nov 07 Jacobi Capital Management LLC

$1.64B reported · 592 holdings listed · SEC ↗

Q3 2025
Nov 07 Investure, LLC

$1.62B reported · 16 holdings listed · SEC ↗

Q3 2025
Nov 07 BOK Financial Private Wealth, Inc.

$1.59B reported · 380 holdings listed · SEC ↗

Q3 2025
Nov 07 First National Bank Of Omaha

$1.59B reported · 509 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Cumberland Partners Ltd

$1.53B reported · 259 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Avestar Capital, LLC

$1.53B reported · 481 holdings listed · SEC ↗

Q3 2025
Nov 07 Zweig-DiMenna Associates LLC

$1.43B reported · 99 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Hardy Reed LLC

$1.36B reported · 240 holdings listed · SEC ↗

Q3 2025
Nov 07 Hemenway Trust Co LLC

$1.31B reported · 125 holdings listed · SEC ↗

Q3 2025
Nov 07 BSN Capital Partners Ltd

$1.27B reported · 20 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Condor Capital Management

$1.22B reported · 186 holdings listed · SEC ↗

Q3 2025
Nov 07 Arnhold LLC

$1.20B reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 07 Credit Industriel Et Commercial

$1.19B reported · 351 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Hodges Capital Management Inc.

$1.17B reported · 207 holdings listed · SEC ↗

Q3 2025
Nov 07 Waycross Partners, Llc

$1.16B reported · 95 holdings listed · SEC ↗

Q3 2025
Nov 07 Mmbg Investment Advisors Co.

$1.13B reported · 179 holdings listed · SEC ↗

Q3 2025
Nov 07 SG Capital Management LLC

$1.12B reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 07 Levin Capital Strategies, L.P.

$1.11B reported · 221 holdings listed · SEC ↗

Q3 2025
Nov 07 W.G. Shaheen & Associates DBA Whitney & Co

$1.10B reported · 148 holdings listed · SEC ↗

Q3 2025
Nov 07 American Securities Llc

$1.08B reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 07 Bornite Capital Management LP

$1.08B reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 07 Shepherd Financial Partners LLC

$1.05B reported · 243 holdings listed · SEC ↗

Q3 2025
Nov 07 L & S Advisors Inc

$1.04B reported · 343 holdings listed · SEC ↗

Q3 2025
Nov 07 Cornerstone Advisory, LLC

$1.02B reported · 245 holdings listed · SEC ↗

Q3 2025
Nov 07 Wealthcare Capital Management Llc

$984.89M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 07 Vista Capital Partners, Inc.

$982.99M reported · 145 holdings listed · SEC ↗

Q3 2025
Nov 07 Wealth Alliance, Llc

$972.21M reported · 554 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Marble Harbor Investment Counsel, LLC

$954.69M reported · 189 holdings listed · SEC ↗

Q3 2025
Nov 07 Southeast Asset Advisors, LLC

$918.32M reported · 209 holdings listed · SEC ↗

Q3 2025
Nov 07 NJ State Employees Deferred Compensation Plan

$906.28M reported · 437 holdings listed · SEC ↗

Q3 2025
Nov 07 Compass Wealth Management LLC 2 reports combined

$895.76M reported · 296 holdings listed · SEC ↗

Oct 31–Nov 07
Nov 07 Denali Advisors Llc

$885.12M reported · 297 holdings listed · SEC ↗

Q3 2025
Nov 07 Signet Financial Management, Llc

$861.23M reported · 290 holdings listed · SEC ↗

Q3 2025
Nov 07 United Bank

$839.05M reported · 245 holdings listed · SEC ↗

Q3 2025
Nov 07 Prospector Partners Llc

$836.94M reported · 92 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 St. Louis Trust Co

$802.11M reported · 185 holdings listed · SEC ↗

Q3 2025
Nov 07 Bedel Financial Consulting, Inc.

$783.34M reported · 289 holdings listed · SEC ↗

Q3 2025
Nov 07 Cypress Funds Llc

$763.23M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 07 Mjp Associates Inc /Adv

$759.52M reported · 255 holdings listed · SEC ↗

Q3 2025
Nov 07 HERALD INVESTMENT MANAGEMENT Ltd

$750.75M reported · 94 holdings listed · SEC ↗

Q3 2025
Nov 07 Capital Planning Advisors, LLC

$728.16M reported · 143 holdings listed · SEC ↗

Q3 2025
Nov 07 Beacon Capital Management, LLC

$703.53M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 07 McMill Wealth Management 2 reports combined

$701.95M reported · 110 holdings listed · SEC ↗

Nov 07–Nov 07
Nov 07 Regeneron Pharmaceuticals, Inc.

$700.44M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 07 CFO4Life Group, LLC

$688.04M reported · 236 holdings listed · SEC ↗

Q3 2025
Nov 07 Eagle Rock Investment Company, Llc

$681.50M reported · 167 holdings listed · SEC ↗

Q3 2025
Nov 07 Calton & Associates, Inc.

$666.16M reported · 425 holdings listed · SEC ↗

Q3 2025
Nov 07 Maridea Wealth Management LLC

$643.09M reported · 417 holdings listed · SEC ↗

Q3 2025
Nov 07 Burling Wealth Partners, Llc

$603.99M reported · 176 holdings listed · SEC ↗

Q3 2025
Nov 07 Serenus Wealth Advisors, LLC

$585.37M reported · 67 holdings listed · SEC ↗

Q3 2025
Nov 07 Fortis Group Advisors, LLC

$580.66M reported · 608 holdings listed · SEC ↗

Q3 2025
Nov 07 Financial Advisors, LLC

$564.33M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 07 Martin & Co Inc /Tn/

$561.91M reported · 101 holdings listed · SEC ↗

Q3 2025
Nov 07 Drucker Wealth 3.0, LLC

$561.80M reported · 497 holdings listed · SEC ↗

Q3 2025
Nov 07 OAKMONT Corp

$559.48M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 07 VeraBank, N.A.

$534.93M reported · 265 holdings listed · SEC ↗

Q3 2025
Nov 07 Founders Financial Alliance, LLC

$530.87M reported · 713 holdings listed · SEC ↗

Q3 2025
Nov 07 Studio Investment Management Llc

$529.84M reported · 174 holdings listed · SEC ↗

Q3 2025
Nov 07 Mcrae Capital Management Inc

$503.80M reported · 103 holdings listed · SEC ↗

Q3 2025
Nov 07 Mason & Associates Inc

$496.55M reported · 133 holdings listed · SEC ↗

Q3 2025
Nov 07 Long Walk Management Lp

$494.79M reported · 9 holdings listed · SEC ↗

Q3 2025
Nov 07 New Harbor Financial Group, LLC

$493.33M reported · 56 holdings listed · SEC ↗

Q3 2025
Nov 07 Crow's Nest Holdings LP

$480.07M reported · 9 holdings listed · SEC ↗

Q3 2025
Nov 07 Schwarz Dygos Wheeler Investment Advisors Llc

$471.78M reported · 163 holdings listed · SEC ↗

Q3 2025
Nov 07 Burke & Herbert Bank & Trust Co

$465.34M reported · 458 holdings listed · SEC ↗

Q3 2025
Nov 07 Westchester Capital Management, Inc.

$465.16M reported · 43 holdings listed · SEC ↗

Q3 2025
Nov 07 Graticule Asia Macro Advisors LLC

$437.93M reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 07 Addison Advisors LLC

$431.23M reported · 1,138 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 WealthBridge Capital Management, LLC

$426.12M reported · 214 holdings listed · SEC ↗

Q3 2025
Nov 07 Uniting Wealth Partners, LLC

$423.74M reported · 199 holdings listed · SEC ↗

Q3 2025
Nov 07 Beirne Wealth Consulting Services, LLC

$416.77M reported · 227 holdings listed · SEC ↗

Q3 2025
Nov 07 Coleford Investment Management Ltd.

$416.37M reported · 22 holdings listed · SEC ↗

Q3 2025
Nov 07 Weil Company, Inc.

$415.54M reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 07 Timber Creek Capital Management LLC

$413.85M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 07 Ballast, Inc.

$412.69M reported · 134 holdings listed · SEC ↗

Q3 2025
Nov 07 Hill Island Financial Llc

$400.58M reported · 76 holdings listed · SEC ↗

Q3 2025
Nov 07 Globe Life Inc.

$400.20M reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 07 Atticus Wealth Management, Llc

$396.20M reported · 197 holdings listed · SEC ↗

Q3 2025
Nov 07 Astoria Strategic Wealth, Inc.

$395.51M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 07 Rialto Wealth Management, LLC

$387.60M reported · 1,705 holdings listed · SEC ↗

Q3 2025
Nov 07 Guidance Capital, Inc

$383.16M reported · 202 holdings listed · SEC ↗

Q3 2025
Nov 07 Eagle Health Investments LP

$380.92M reported · 23 holdings listed · SEC ↗

Q3 2025
Nov 07 Supplemental Annuity Collective Trust of NJ

$379.97M reported · 208 holdings listed · SEC ↗

Q3 2025
Nov 07 Muhlenkamp & Co Inc

$367.90M reported · 31 holdings listed · SEC ↗

Q3 2025
← Previous Page 55 / 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