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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

8,909 of approximately 8,795 expected managers have filed for Q2 2026 (101.3%); “expected” = the prior season's filer count

9,44413F-HR reports
$79.47TΣ reported value
4.45MHoldings listedall filers · Q2 2026
179Amendments
1,959Notice filings
Jul 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 9,443 of 9,444 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,444 reports filed Jul 01 to Sep 29; busiest day Aug 14 with 1,7844999991,4981,998Jul 01: 28 reportsJul 02: 33 reportsJul 06: 39 reportsJul 07: 114 reportsJul 08: 115 reportsJul 09: 194 reportsJul 10: 99 reportsJul 13: 155 reportsJul 14: 184 reportsJul 15: 199 reportsJul 16: 179 reportsJul 17: 122 reportsJul 20: 180 reportsJul 21: 221 reportsJul 22: 241 reportsJul 23: 261 reportsJul 24: 269 reportsJul 27: 297 reportsJul 28: 256 reportsJul 29: 241 reportsJul 30: 210 reportsJul 31: 203 reportsAug 03: 216 reportsAug 04: 225 reportsAug 05: 281 reportsAug 06: 307 reportsAug 07: 409 reportsAug 10: 351 reportsAug 11: 429 reportsAug 12: 458 reportsAug 13: 708 reportsAug 14: 1,784 reportsAug 17: 91 reportsAug 18: 37 reportsAug 19: 23 reportsAug 20: 14 reportsAug 21: 8 reportsAug 24: 10 reportsAug 25: 31 reportsAug 26: 18 reportsAug 27: 57 reportsAug 28: 4 reportsAug 31: 5 reportsSep 01: 4 reportsSep 02: 14 reportsSep 03: 3 reportsSep 04: 8 reportsSep 08: 2 reportsSep 09: 5 reportsSep 10: 8 reportsSep 11: 7 reportsSep 14: 6 reportsSep 15: 4 reportsSep 16: 32 reportsSep 17: 5 reportsSep 18: 4 reportsSep 21: 5 reportsSep 22: 14 reportsSep 23: 7 reportsSep 24: 7 reportsSep 25: 2 reportsSep 29: 1 reports100%45-day deadline · Aug 141,784 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 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.
48.4% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+50,863New positions
−42,939Full exits
212,223Increased
166,004Reduced
234Comparable 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
SPCX Space Exploration… +161 +162 162
FDXF FedEx Freight… +160 +161 161
HONA Honeywell Aerospace… +157 +157 157
TRI Thomson Reuters… +115 +116 117
VGNT Versigent PLC +103 +106 116
CBRS Cerebras Systems… +100 +101 101
KEEL Keel Infrastructure… +90 +90 90
WSE Wise Group plc… +85 +86 86

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -53 −54 3
SNBRQ -51 −52 3
SGMOQ -39 −41 3
WIX Wix.com Ltd. -21 −26 91
MNDY monday.com Ltd. -19 −26 91
NVRI Enviri Corporation -19 −22 54
RZLV Rezolve AI PLC -18 −24 49
MQ Marqeta, Inc. -18 −22 80

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $6.73T 49,968 Aug 07
2 Vanguard Capital Management Llc $4.68T 4,092 Aug 13
3 State Street Global Advisors $3.37T 4,177 Aug 07
4 Fidelity (FMR) $2.30T 13,978 Aug 13
5 Vanguard Portfolio Management Llc (cover page only) $2.22T 3,141 Aug 13
6 Morgan Stanley $1.89T 45,905 Aug 13
7 Geode Capital Management $1.88T 8,470 Aug 12
8 JPMorgan Chase $1.81T 34,064 Aug 12
9 Bank Of America Corp /De/ $1.55T 18,318 Aug 14
10 Susquehanna International Group, Llp $1.28T 15,205 Aug 14
11 Invesco Ltd. $1.26T 23,395 Aug 14
12 Jane Street Group, Llc $1.21T 14,718 Aug 14
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value +143.5% QoQ ($65.87B → $160.39B)

→
02 Nomura Holdings Inc

Reported value +126.3% QoQ ($37.71B → $85.36B)

→
03 Third Point

Reported value +124.7% QoQ ($2.08B → $4.68B)

→
04 Bamco Inc /Ny/

Reported value +101.2% QoQ ($33.13B → $66.64B)

→
05 Norges Bank

+1602 new positions this quarter (1,617 total)

→
06 Citadel Advisors

+1586 new positions this quarter (16,122 total)

→
07 Hrt Financial Lp

+1551 new positions this quarter (4,119 total)

→
08 Jane Street Group, Llc

+1523 new positions this quarter (14,718 total)

→
09 Walleye Trading LLC

Top-10 concentration 31% → 42% (+10.9pp)

→
10 Optiver Holding B.V.

Top-10 concentration 52% → 61% (+9.7pp)

→

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
Intrepid Capital Management Inc new holdings Aug 12 Oct 27 $281.85M → $240,108 (-99.9%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $150.35B → $150.42B (0.0%) SEC ↗
Retirement Solution LLC restatement Aug 11 Oct 27 $511.44M → $224.42M (-56.1%) SEC ↗
Sage Financial Group Inc restatement Jul 21 Oct 27 $1.81B → $1.78B (-1.6%) SEC ↗
Abundance Wealth Counselors restatement Jul 23 Oct 26 $1.54B → $731.71M (-52.5%) SEC ↗
East Coast Asset Management, LLC. restatement Aug 14 Oct 26 $338.60M → $623.91M (+84.3%) SEC ↗
HMS Capital Management, LLC restatement Jul 21 Oct 20 $267.36M → $267.36M (0.0%) SEC ↗
Howard Financial Services, Ltd. new holdings Jul 07 Oct 14 $1.00B → $927.27M (-7.4%) SEC ↗
Blackstone Inc. new holdings Aug 14 Oct 09 $32.93B → $6.03B (-81.7%) SEC ↗
Caz Investments Lp new holdings Aug 13 Oct 09 $95.93M → $479.39M (+399.8%) SEC ↗
Elm Partners Management LLC restatement Jul 28 Oct 07 $2.79B → $3.36B (+20.5%) SEC ↗
Advus Financial Partners, LLC restatement Aug 25 Oct 02 $259.41M → $350.95M (+35.3%) SEC ↗
Allie Family Office LLC restatement Aug 13 Oct 02 $269.25M → $270.42M (+0.4%) SEC ↗
Greenwich Wealth Management LLC new holdings Aug 12 Sep 29 $2.74M → $4.35M (+58.7%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) 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 5,701–5,800 of 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Aug 07 Guerra Advisors Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Renaissance Investment Holdings Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Deutsche Bank S.p.A

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock Advisors (UK) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Winton Capital Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 State Street Saudi Arabia Financial Solutions

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Blackrock (Singapore) Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 SP Strategic Holdings LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock Investment Management (Australia) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock (Luxembourg) S.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 State Street Global Advisors Trust Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock International, Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Bp Investment Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Citizens Private Wealth, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock Asset Management Deutschland AG

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Abingworth LLP

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Travelers Indemnity Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 POD Allianz Bulgaria

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Blackrock Fund Management Co. S.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 JSOIN (BVI), Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 CIM Global, L.L.C.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Steel Connect LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 BlackRock Asset Management North Asia Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 2698945 Ontario Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Steel Partners Holdings GP Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 07 Deutsche Bank Securities Inc\

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Bank of New York Mellon Corp

$609.43B reported · 33,799 holdings listed · 15 other managers included · largest holding: NVDA · +263 new · −164 exits · analysis · SEC ↗

Q2 2026
Aug 06 IMC-Chicago, LLC

$418.68B reported · 6,776 holdings listed · largest holding: DIA · +685 new · −418 exits · analysis · SEC ↗

Q2 2026
Aug 06 Russell Investments Group, Ltd.

$113.97B reported · 23,960 holdings listed · 54 other managers included · largest holding: NVDA · +314 new · −175 exits · analysis · SEC ↗

Q2 2026
Aug 06 Baillie Gifford

$110.23B reported · 880 holdings listed · 4 other managers included · largest holding: SPCX · +28 new · −24 exits · analysis · SEC ↗

Q2 2026
Aug 06 Universal- Beteiligungs- und Servicegesellschaft mbH

$65.42B reported · 2,122 holdings listed · 4 other managers included · largest holding: NVDA · +135 new · −87 exits · analysis · SEC ↗

Q2 2026
Aug 06 Mitsubishi UFJ Trust & Banking Corp

$45.72B reported · 2,040 holdings listed · 8 other managers included · largest holding: NVDA · +495 new · −52 exits · analysis · SEC ↗

Q2 2026
Aug 06 Panagora Asset Management Inc

$32.60B reported · 1,163 holdings listed · SEC ↗

Q2 2026
Aug 06 M&G Plc

$20.12B reported · 409 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 06 Alberta Investment Management Corp

$17.86B reported · 665 holdings listed · SEC ↗

Q2 2026
Aug 06 AMF Tjanstepension AB

$16.88B reported · 121 holdings listed · SEC ↗

Q2 2026
Aug 06 Diamond Hill Capital Management, LLC (Investment…

$12.49B reported · 186 holdings listed · SEC ↗

Q2 2026
Aug 06 Focus Partners Advisor Solutions, LLC

$11.80B reported · 1,243 holdings listed · SEC ↗

Q2 2026
Aug 06 Clearstead Advisors, LLC

$10.59B reported · 3,662 holdings listed · SEC ↗

Q2 2026
Aug 06 SCS Capital Management LLC

$10.59B reported · 485 holdings listed · SEC ↗

Q2 2026
Aug 06 Valmark Advisers, Inc.

$9.42B reported · 728 holdings listed · SEC ↗

Q2 2026
Aug 06 Flputnam Investment Management Co

$8.39B reported · 655 holdings listed · SEC ↗

Q2 2026
Aug 06 ABN AMRO Bank N.V.

$7.75B reported · 231 holdings listed · SEC ↗

Q2 2026
Aug 06 Capital Investment Advisors, LLC

$7.59B reported · 789 holdings listed · SEC ↗

Q2 2026
Aug 06 Cincinnati Insurance Co

$6.94B reported · 64 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 Global Retirement Partners, LLC

$6.54B reported · 4,518 holdings listed · SEC ↗

Q2 2026
Aug 06 United Super Pty Ltd in its capacity as Trustee for…

$5.59B reported · 184 holdings listed · SEC ↗

Q2 2026
Aug 06 ANTIPODES PARTNERS Ltd

$5.46B reported · 135 holdings listed · SEC ↗

Q2 2026
Aug 06 AlphaCore Capital LLC

$5.44B reported · 1,479 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 HBK Sorce Advisory LLC

$5.27B reported · 678 holdings listed · SEC ↗

Q2 2026
Aug 06 Cincinnati Financial Corp

$5.23B reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 06 Geneos Wealth Management Inc.

$4.90B reported · 2,475 holdings listed · SEC ↗

Q2 2026
Aug 06 Amazon Com Inc

$4.42B reported · 6 holdings listed · SEC ↗

Q2 2026
Aug 06 Geneva Capital Management Llc

$4.36B reported · 250 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 06 Argent Trust Co

$3.46B reported · 1,617 holdings listed · SEC ↗

Q2 2026
Aug 06 Simplicity Wealth,LLC

$2.96B reported · 1,022 holdings listed · SEC ↗

Q2 2026
Aug 06 Balentine LLC

$2.81B reported · 243 holdings listed · SEC ↗

Q2 2026
Aug 06 Rothschild Investment Llc

$2.68B reported · 3,636 holdings listed · SEC ↗

Q2 2026
Aug 06 NLB Skladi, upravljanje premozenja, d.o.o.

$2.64B reported · 358 holdings listed · SEC ↗

Q2 2026
Aug 06 GenTrust, LLC

$2.60B reported · 201 holdings listed · SEC ↗

Q2 2026
Aug 06 Motley Fool Asset Management LLC

$2.59B reported · 249 holdings listed · SEC ↗

Q2 2026
Aug 06 Nippon Life Global Investors Americas, Inc.

$2.51B reported · 101 holdings listed · SEC ↗

Q2 2026
Aug 06 SouthState Bank Corp

$2.40B reported · 1,770 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 06 1St Source Bank

$2.21B reported · 421 holdings listed · SEC ↗

Q2 2026
Aug 06 J.Safra Asset Management Corp

$2.17B reported · 633 holdings listed · SEC ↗

Q2 2026
Aug 06 Plante Moran Financial Advisors, LLC

$2.15B reported · 1,589 holdings listed · SEC ↗

Q2 2026
Aug 06 Johnson Financial Group, LLC

$1.86B reported · 279 holdings listed · SEC ↗

Q2 2026
Aug 06 Private Advisory Group LLC

$1.85B reported · 432 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 Verus Capital Partners, Llc

$1.85B reported · 561 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 FJ Investments, LLC

$1.84B reported · 7 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 Shapiro Capital Management Llc

$1.65B reported · 50 holdings listed · SEC ↗

Q2 2026
Aug 06 CORDA Investment Management, LLC.

$1.63B reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 06 Avalon Trust Co

$1.63B reported · 462 holdings listed · SEC ↗

Q2 2026
Aug 06 Alpine Associates Management Inc.

$1.60B reported · 66 holdings listed · SEC ↗

Q2 2026
Aug 06 Cumberland Partners Ltd

$1.54B reported · 240 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 06 N.E.W. Advisory Services LLC

$1.50B reported · 980 holdings listed · SEC ↗

Q2 2026
Aug 06 Clearwater Capital Advisors, LLC

$1.36B reported · 190 holdings listed · SEC ↗

Q2 2026
Aug 06 German American Bancorp, Inc.

$1.33B reported · 212 holdings listed · SEC ↗

Q2 2026
Aug 06 KLCM Advisors, Inc.

$1.27B reported · 303 holdings listed · SEC ↗

Q2 2026
Aug 06 Jackson Thornton Wealth Management, Llc

$1.26B reported · 816 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 06 Wilkinson Global Asset Management LLC

$1.26B reported · 94 holdings listed · SEC ↗

Q2 2026
Aug 06 Hartford Funds Management Co LLC

$1.25B reported · 102 holdings listed · SEC ↗

Q2 2026
Aug 06 Continuum Advisory, LLC

$1.24B reported · 1,986 holdings listed · SEC ↗

Q2 2026
Aug 06 TD Capital Management LLC

$1.22B reported · 797 holdings listed · SEC ↗

Q2 2026
Aug 06 Legato Capital Management LLC

$1.21B reported · 678 holdings listed · SEC ↗

Q2 2026
Aug 06 Heritage Trust Co

$1.15B reported · 476 holdings listed · SEC ↗

Q2 2026
Aug 06 RW Investment Management LLC

$1.14B reported · 122 holdings listed · SEC ↗

Q2 2026
Aug 06 Trivium Point Advisory, LLC

$1.10B reported · 354 holdings listed · SEC ↗

Q2 2026
Aug 06 IAG Wealth Partners, LLC

$1.01B reported · 508 holdings listed · SEC ↗

Q2 2026
Aug 06 State of Wyoming

$989.13M reported · 1,872 holdings listed · SEC ↗

Q2 2026
Aug 06 Cheviot Value Management, LLC

$983.99M reported · 443 holdings listed · SEC ↗

Q2 2026
Aug 06 Old West Investment Management, LLC

$944.17M reported · 124 holdings listed · SEC ↗

Q2 2026
Aug 06 Archon Partners LLC

$936.83M reported · 37 holdings listed · SEC ↗

Q2 2026
Aug 06 Maridea Wealth Management LLC

$924.11M reported · 547 holdings listed · SEC ↗

Q2 2026
Aug 06 James J. Burns & Company, LLC

$923.53M reported · 163 holdings listed · SEC ↗

Q2 2026
Aug 06 Axq Capital, Lp

$919.69M reported · 960 holdings listed · SEC ↗

Q2 2026
Aug 06 Twin Capital Management Inc

$916.40M reported · 269 holdings listed · SEC ↗

Q2 2026
Aug 06 ICICI Prudential Asset Management Co Ltd

$913.18M reported · 157 holdings listed · SEC ↗

Q2 2026
Aug 06 Liberty Wealth Management Llc

$911.67M reported · 300 holdings listed · SEC ↗

Q2 2026
Aug 06 One Wealth Advisors, LLC

$905.74M reported · 326 holdings listed · SEC ↗

Q2 2026
← Previous Page 58 / 109 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