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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
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 5,501–5,600 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 10 Ssi Investment Management Llc

$1.47B reported · 557 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Feb 10 Scheer, Rowlett & Associates Investment Management…

$1.46B reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 10 Waterloo Capital, L.P.

$1.39B reported · 456 holdings listed · SEC ↗

Q4 2025
Feb 10 Triodos Investment Management BV

$1.38B reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 10 CFS Investment Advisory Services, LLC

$1.37B reported · 330 holdings listed · SEC ↗

Q4 2025
Feb 10 a16z Perennial Management, L.P.

$1.33B reported · 156 holdings listed · SEC ↗

Q4 2025
Feb 10 Seven Grand Managers, Llc

$1.31B reported · 138 holdings listed · SEC ↗

Q4 2025
Feb 10 Koss-Olinger Consulting, LLC

$1.29B reported · 269 holdings listed · SEC ↗

Q4 2025
Feb 10 Edgemoor Investment Advisors, Inc.

$1.29B reported · 175 holdings listed · SEC ↗

Q4 2025
Feb 10 Verity & Verity, LLC

$1.29B reported · 189 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 M.D. Sass, LLC

$1.27B reported · 35 holdings listed · SEC ↗

Q4 2025
Feb 10 Algebris (Uk) Ltd amended

$1.26B reported · 79 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Fideuram Asset Management (Ireland) dac

$1.26B reported · 670 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Central Securities Corp

$1.24B reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 10 DT Investment Partners, LLC

$1.21B reported · 581 holdings listed · SEC ↗

Q4 2025
Feb 10 Mcdaniel Terry & Co

$1.15B reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 10 Hackensack Meridian Health, Inc.

$1.10B reported · 7 holdings listed · SEC ↗

Q4 2025
Feb 10 Syntegra Private Wealth Group, LLC

$1.09B reported · 191 holdings listed · SEC ↗

Q4 2025
Feb 10 Shepherd Financial Partners LLC

$1.08B reported · 246 holdings listed · SEC ↗

Q4 2025
Feb 10 Allen Holding Inc /Ny

$1.05B reported · 9 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Bruni J V & Co /Co

$1.02B reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 10 Suncoast Equity Management amended

$989.90M reported · 90 holdings listed · SEC ↗

Q4 2025
Feb 10 Heritage Trust Co

$982.64M reported · 452 holdings listed · SEC ↗

Q4 2025
Feb 10 Rational Advisors, Inc.

$976.48M reported · 229 holdings listed · SEC ↗

Q4 2025
Feb 10 Shenkman Capital Management Inc

$947.83M reported · 97 holdings listed · SEC ↗

Q4 2025
Feb 10 Portland Global Advisors LLC

$931.67M reported · 150 holdings listed · SEC ↗

Q4 2025
Feb 10 Private Wealth Asset Management, LLC

$919.28M reported · 1,102 holdings listed · SEC ↗

Q4 2025
Feb 10 LVZ, Inc. amended

$894.50M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 10 Rock Creek Group LLC

$891.73M reported · 57 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Minneapolis Portfolio Management Group, LLC

$878.07M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 10 Goldstein Advisors, LLC

$877.71M reported · 225 holdings listed · SEC ↗

Q4 2025
Feb 10 Periscope Capital Inc.

$874.42M reported · 348 holdings listed · SEC ↗

Q4 2025
Feb 10 IAG Wealth Partners, LLC

$863.62M reported · 497 holdings listed · SEC ↗

Q4 2025
Feb 10 Nelson Capital Management, LLC

$854.59M reported · 107 holdings listed · SEC ↗

Q4 2025
Feb 10 Fiducient Advisors Llc

$806.80M reported · 170 holdings listed · SEC ↗

Q4 2025
Feb 10 Allen Operations Llc

$799.23M reported · 36 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Fort Sheridan Advisors LLC

$786.92M reported · 268 holdings listed · SEC ↗

Q4 2025
Feb 10 Impact Partnership Wealth, LLC

$779.74M reported · 362 holdings listed · SEC ↗

Q4 2025
Feb 10 Parr Mcknight Wealth Management Group, Llc

$762.64M reported · 224 holdings listed · SEC ↗

Q4 2025
Feb 10 Ask Capital Management, Llc

$753.24M reported · 4 holdings listed · SEC ↗

Q4 2025
Feb 10 George Kaiser Family Foundation

$747.21M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 10 Parkway Wealth Management Group, LLC

$745.43M reported · 133 holdings listed · SEC ↗

Q4 2025
Feb 10 Rice Partnership, LLC

$739.64M reported · 175 holdings listed · SEC ↗

Q4 2025
Feb 10 Pasadena Private Wealth, LLC

$735.46M reported · 308 holdings listed · SEC ↗

Q4 2025
Feb 10 Rovida Investment Management Ltd

$734.69M reported · 17 holdings listed · SEC ↗

Q4 2025
Feb 10 Camden National Bank

$727.37M reported · 270 holdings listed · SEC ↗

Q4 2025
Feb 10 Ellevest, Inc.

$723.19M reported · 424 holdings listed · SEC ↗

Q4 2025
Feb 10 Marble Wealth, LLC

$720.02M reported · 272 holdings listed · SEC ↗

Q4 2025
Feb 10 South Street Advisors LLC

$712.19M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 10 Titan Global Capital Management Usa Llc

$698.30M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 10 MainStreet Investment Advisors LLC

$695.63M reported · 159 holdings listed · SEC ↗

Q4 2025
Feb 10 EagleClaw Capital Managment, LLC

$691.16M reported · 144 holdings listed · SEC ↗

Q4 2025
Feb 10 Thames Capital Management Llc

$687.77M reported · 48 holdings listed · SEC ↗

Q4 2025
Feb 10 Calton & Associates, Inc.

$680.93M reported · 446 holdings listed · SEC ↗

Q4 2025
Feb 10 Dumac, Inc.

$650.97M reported · 10 holdings listed · SEC ↗

Q4 2025
Feb 10 Soundwatch Capital LLC

$644.76M reported · 48 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 10 Bearing Point Capital, Llc

$639.67M reported · 183 holdings listed · SEC ↗

Q4 2025
Feb 10 Strategic Advisors LLC

$638.45M reported · 180 holdings listed · SEC ↗

Q4 2025
Feb 10 American Money Management, LLC

$636.27M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 10 Arcadia Investment Management Corp/Mi

$616.22M reported · 388 holdings listed · SEC ↗

Q4 2025
Feb 10 Inspire Trust Co, N.A.

$609.42M reported · 110 holdings listed · SEC ↗

Q4 2025
Feb 10 Womack Financial LLC 5 reports combined

$609.16M reported · 328 holdings listed · SEC ↗

Feb 04–Feb 10
Feb 10 Black Swift Group, LLC

$599.90M reported · 118 holdings listed · SEC ↗

Q4 2025
Feb 10 AdvisorShares Investments LLC

$599.30M reported · 293 holdings listed · SEC ↗

Q4 2025
Feb 10 Ritter Daniher Financial Advisory LLC / DE

$596.18M reported · 595 holdings listed · SEC ↗

Q4 2025
Feb 10 Kesler, Norman & Wride, LLC

$583.37M reported · 236 holdings listed · SEC ↗

Q4 2025
Feb 10 NINE MASTS CAPITAL Ltd

$580.73M reported · 120 holdings listed · SEC ↗

Q4 2025
Feb 10 Elgethun Capital Management

$578.91M reported · 164 holdings listed · SEC ↗

Q4 2025
Feb 10 Monaco Asset Management SAM

$577.51M reported · 79 holdings listed · SEC ↗

Q4 2025
Feb 10 Manitou Investment Management Ltd.

$570.73M reported · 56 holdings listed · SEC ↗

Q4 2025
Feb 10 Walter Public Investments Inc.

$565.49M reported · 49 holdings listed · SEC ↗

Q4 2025
Feb 10 Ithaka Group Llc

$561.04M reported · 39 holdings listed · SEC ↗

Q4 2025
Feb 10 Mitchell Capital Management Co

$559.37M reported · 117 holdings listed · SEC ↗

Q4 2025
Feb 10 Act Two Investors LLC

$555.94M reported · 38 holdings listed · SEC ↗

Q4 2025
Feb 10 Harfst & Associates, Inc.

$554.61M reported · 111 holdings listed · SEC ↗

Q4 2025
Feb 10 BRC Group Holdings, Inc. 4 reports combined

$550.36M reported · 107 holdings listed · SEC ↗

Feb 03–Feb 10
Feb 10 Madison Wealth Partners, Inc

$548.08M reported · 207 holdings listed · SEC ↗

Q4 2025
Feb 10 Machina Capital S.A.S.

$523.95M reported · 341 holdings listed · SEC ↗

Q4 2025
Feb 10 ESL Trust Services, LLC

$520.99M reported · 266 holdings listed · SEC ↗

Q4 2025
Feb 10 Intellectus Partners, LLC

$517.60M reported · 286 holdings listed · SEC ↗

Q4 2025
Feb 10 Marietta Investment Partners Llc

$503.69M reported · 162 holdings listed · SEC ↗

Q4 2025
Feb 10 Sivia Capital Partners, LLC

$493.89M reported · 553 holdings listed · SEC ↗

Q4 2025
Feb 10 REAP Financial Group, LLC

$492.29M reported · 558 holdings listed · SEC ↗

Q4 2025
Feb 10 Holderness Investments Co

$491.65M reported · 254 holdings listed · SEC ↗

Q4 2025
Feb 10 Rockline Wealth Management, LLC

$490.51M reported · 105 holdings listed · SEC ↗

Q4 2025
Feb 10 Once Capital Management, LLC

$487.45M reported · 23 holdings listed · SEC ↗

Q4 2025
Feb 10 Moment Partners, LLC

$486.00M reported · 104 holdings listed · SEC ↗

Q4 2025
Feb 10 Mycio Wealth Partners, Llc

$482.98M reported · 48 holdings listed · SEC ↗

Q4 2025
Feb 10 Aisling Capital Management LP

$478.92M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 10 Cherry Tree Wealth Management, LLC

$473.61M reported · 586 holdings listed · SEC ↗

Q4 2025
Feb 10 Fielder Capital Group LLC

$469.79M reported · 277 holdings listed · SEC ↗

Q4 2025
Feb 10 Coyle Financial Counsel LLC

$467.86M reported · 114 holdings listed · SEC ↗

Q4 2025
Feb 10 Riverpoint Wealth Management Holdings, LLC

$465.63M reported · 59 holdings listed · SEC ↗

Q4 2025
Feb 10 3Chopt Investment Partners, LLC

$446.31M reported · 231 holdings listed · SEC ↗

Q4 2025
Feb 10 Axq Capital, Lp

$443.37M reported · 702 holdings listed · SEC ↗

Q4 2025
Feb 10 Operose Advisors LLC

$429.16M reported · 472 holdings listed · SEC ↗

Q4 2025
Feb 10 Peak Retirement Planning, Inc.

$427.11M reported · 145 holdings listed · SEC ↗

Q4 2025
Feb 10 Weaver Consulting Group

$409.00M reported · 268 holdings listed · SEC ↗

Q4 2025
Feb 10 COFG Advisors, LLC

$404.90M reported · 228 holdings listed · SEC ↗

Q4 2025
Feb 10 PCJ Investment Counsel Ltd.

$404.23M reported · 61 holdings listed · SEC ↗

Q4 2025
← Previous Page 56 / 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