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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
1,835Notice filings
Oct 01First filed
Oct 30Latest 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
MIAX Miami International… +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
PENG Penguin Solutions… +13 +13 18

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
WOLF Wolfspeed Inc. -5 −7 11
CWAN Clearwater… -5 −7 16
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
BL BlackLine, Inc. -4 −6 15

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 5,901–6,000 of 9,940 managers that reported this season
One row per manager: these managers filed 10,432 separate documents; advisers may file one 13F per sub-portfolio. A further 223 superseded versions are excluded. Totals combine only live documents.

Nov 06 University Of Chicago

$204.62M reported · 11 holdings listed · SEC ↗

Q3 2025
Nov 06 Peregrine Investment Management Inc

$203.54M reported · 23 holdings listed · SEC ↗

Q3 2025
Nov 06 GS Investments, Inc.

$201.98M reported · 114 holdings listed · SEC ↗

Q3 2025
Nov 06 Avid Wealth Partners LLC

$201.22M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 06 Freemont Management S.A.

$200.03M reported · 106 holdings listed · SEC ↗

Q3 2025
Nov 06 Latko Wealth Management, Ltd.

$197.24M reported · 32 holdings listed · SEC ↗

Q3 2025
Nov 06 Cincinnati Casualty Co

$196.67M reported · 24 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Cadence Wealth Management LLC

$190.93M reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 06 Sage Advisory Services, Ltd.Co.

$190.65M reported · 44 holdings listed · SEC ↗

Q3 2025
Nov 06 Oxinas Partners, LLC

$186.76M reported · 122 holdings listed · SEC ↗

Q3 2025
Nov 06 Aegis Wealth Management LLC

$186.70M reported · 123 holdings listed · SEC ↗

Q3 2025
Nov 06 Carson Advisory Inc.

$185.39M reported · 173 holdings listed · SEC ↗

Q3 2025
Nov 06 Spectrum Investment Advisors, Inc.

$184.70M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 06 Northern Capital Management, Inc.

$184.30M reported · 46 holdings listed · SEC ↗

Q3 2025
Nov 06 Crystal Rock Capital Management

$183.18M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 06 Stegner Investment Associates Inc.

$182.37M reported · 34 holdings listed · SEC ↗

Q3 2025
Nov 06 Financial Advocates Investment Management

$177.88M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 06 Gallagher Capital Advisors, LLC

$173.70M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 06 Straightline Group Llc

$173.54M reported · 14 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Wealth Forward, LLC

$172.23M reported · 43 holdings listed · SEC ↗

Q3 2025
Nov 06 Pacific Point Advisors, LLC

$171.43M reported · 122 holdings listed · SEC ↗

Q3 2025
Nov 06 MQS Management LLC

$171.38M reported · 404 holdings listed · SEC ↗

Q3 2025
Nov 06 Echo45 Advisors LLC

$170.58M reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 06 Beckerman Institutional, LLC

$169.88M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 06 Objectivity Squared, LLC

$167.62M reported · 53 holdings listed · SEC ↗

Q3 2025
Nov 06 Lynx Investment Advisory

$167.15M reported · 321 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 PFG Private Wealth Management, LLC

$165.88M reported · 82 holdings listed · SEC ↗

Q3 2025
Nov 06 Two West Capital Advisors LLC

$165.59M reported · 97 holdings listed · SEC ↗

Q3 2025
Nov 06 Tacita Capital Inc

$165.47M reported · 213 holdings listed · SEC ↗

Q3 2025
Nov 06 Marest Capital, LLC

$164.53M reported · 27 holdings listed · SEC ↗

Q3 2025
Nov 06 Meixler Investment Management, Ltd.

$163.24M reported · 105 holdings listed · SEC ↗

Q3 2025
Nov 06 International Private Wealth Advisors LLC

$158.94M reported · 168 holdings listed · SEC ↗

Q3 2025
Nov 06 OPTIMAS CAPITAL Ltd

$158.12M reported · 29 holdings listed · SEC ↗

Q3 2025
Nov 06 MB Generational Wealth, LLC

$157.44M reported · 66 holdings listed · SEC ↗

Q3 2025
Nov 06 Everest Private Wealth

$156.87M reported · 67 holdings listed · SEC ↗

Q3 2025
Nov 06 Financially Speaking Inc

$152.24M reported · 216 holdings listed · SEC ↗

Q3 2025
Nov 06 TPG Advisors LLC

$152.04M reported · 103 holdings listed · SEC ↗

Q3 2025
Nov 06 Whipplewood Advisors, LLC

$152.03M reported · 293 holdings listed · SEC ↗

Q3 2025
Nov 06 Bridge Generations Wealth Management Llc

$150.56M reported · 134 holdings listed · SEC ↗

Q3 2025
Nov 06 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

$150.46M reported · 42 holdings listed · SEC ↗

Q3 2025
Nov 06 Hopwood Financial Services, Inc.

$149.62M reported · 310 holdings listed · SEC ↗

Q3 2025
Nov 06 Dalton Investments, Inc.

$149.19M reported · 18 holdings listed · SEC ↗

Q3 2025
Nov 06 Broadview Financial Management, LLC

$148.29M reported · 41 holdings listed · SEC ↗

Q3 2025
Nov 06 MidAtlantic Capital Management, Inc.

$146.53M reported · 79 holdings listed · SEC ↗

Q3 2025
Nov 06 Fairscale Capital, LLC

$145.46M reported · 444 holdings listed · SEC ↗

Q3 2025
Nov 06 Good Steward Wealth Advisors,LLC

$144.72M reported · 77 holdings listed · SEC ↗

Q3 2025
Nov 06 Opinicus Capital, Inc.

$144.36M reported · 109 holdings listed · SEC ↗

Q3 2025
Nov 06 bLong Financial, LLC

$143.44M reported · 76 holdings listed · SEC ↗

Q3 2025
Nov 06 Haven Global Partners, LLC

$139.55M reported · 11 holdings listed · SEC ↗

Q3 2025
Nov 06 Ipsen Advisor Group LLC

$139.01M reported · 103 holdings listed · SEC ↗

Q3 2025
Nov 06 Templeton & Phillips Capital Management, LLC

$139.00M reported · 51 holdings listed · SEC ↗

Q3 2025
Nov 06 GK Wealth Management LLC

$136.69M reported · 175 holdings listed · SEC ↗

Q3 2025
Nov 06 Magnolia Private Wealth, LLC

$136.37M reported · 109 holdings listed · SEC ↗

Q3 2025
Nov 06 Fortress Financial Group, Llc

$130.42M reported · 82 holdings listed · SEC ↗

Q3 2025
Nov 06 Nicholson Meyer Capital Management, Inc.

$130.10M reported · 44 holdings listed · SEC ↗

Q3 2025
Nov 06 Atlantic Family Wealth, Llc

$129.39M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 06 Miramar Fiduciary Corp

$127.48M reported · 5 holdings listed · SEC ↗

Q3 2025
Nov 06 Joel Adams & Associates, Inc.

$123.98M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 06 Ibex Investors Llc

$120.76M reported · 13 holdings listed · SEC ↗

Q3 2025
Nov 06 AG Asset Advisory, LLC

$120.54M reported · 26 holdings listed · SEC ↗

Q3 2025
Nov 06 Santa Clara Valley Transportation Authority

$119.26M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 06 Graver Capital Management, LLC

$118.65M reported · 26 holdings listed · SEC ↗

Q3 2025
Nov 06 Vision Financial Markets Llc

$117.13M reported · 429 holdings listed · SEC ↗

Q3 2025
Nov 06 AJU IB Investment Co., Ltd.

$115.12M reported · 7 holdings listed · SEC ↗

Q3 2025
Nov 06 Katamaran Capital LLP

$109.62M reported · 27 holdings listed · SEC ↗

Q3 2025
Nov 06 Harpswell Capital Advisors, LLC

$105.00M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 06 WJ Financial Advisors LLC

$103.08M reported · 108 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 06 Prospect Financial Group LLC

$102.39M reported · 61 holdings listed · SEC ↗

Q3 2025
Nov 06 Provident Co of the Employees of the Hebrew…

$100.09M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 06 QVIDTVM Management LLC

$92.92M reported · 8 holdings listed · SEC ↗

Q3 2025
Nov 06 Bryce Point Capital, LLC

$81.95M reported · 168 holdings listed · SEC ↗

Q3 2025
Nov 06 Northwest Financial Advisors

$77.84M reported · 99 holdings listed · SEC ↗

Q3 2025
Nov 06 Financial Counselors Inc

$75.15M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 06 Indie Asset Partners, LLC

$75.12M reported · 78 holdings listed · SEC ↗

Q3 2025
Nov 06 Kailix Advisors LLC

$73.48M reported · 7 holdings listed · SEC ↗

Q3 2025
Nov 06 Continental Investors Services, Inc.

$67.38M reported · 72 holdings listed · SEC ↗

Q3 2025
Nov 06 Mainsail Management Company, Llc

$66.03M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 06 Ground Swell Capital, LLC

$45.72M reported · 131 holdings listed · SEC ↗

Q3 2025
Nov 06 Lsv Asset Management

$45.29M reported · 894 holdings listed · SEC ↗

Q3 2025
Nov 06 Cincinnati Indemnity Co

$41.29M reported · 10 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Gruss & Co., LLC

$38.37M reported · 32 holdings listed · SEC ↗

Q3 2025
Nov 06 Yahav Achim Ve Achayot - Provident Funds Management…

$35.26M reported · 20 holdings listed · SEC ↗

Q3 2025
Nov 06 Annie E. Casey Foundation, Inc.

$35.17M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 06 CSU Producer Resources, Inc.

$33.86M reported · 22 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Tybourne Capital Management (Hk) Ltd

$30.93M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 06 Syncona Portfolio Ltd

$27.73M reported · 2 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Nov 06 Bp Plc

$15.93M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Vantage Consulting Group Inc

$11.21M reported · 3 holdings listed · SEC ↗

Q3 2025
Nov 06 Spurstone Advisory Services, LLC

$6.97M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 06 Leading Securities Co Ltd

$4.74M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 06 Wedbush Securities Inc

$3.06M reported · 1,168 holdings listed · SEC ↗

Q3 2025
Nov 06 S&Co Inc

$1.63M reported · 222 holdings listed · SEC ↗

Q3 2025
Nov 06 Sozo Ventures GP II, L.P.

$1.33M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 06 Eubel Brady & Suttman Asset Management Inc

$870,335 reported · 110 holdings listed · SEC ↗

Q3 2025
Nov 06 Cincinnati Life Insurance Co

$618,576 reported · 1 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 06 Winslow Asset Management Inc

$532,925 reported · 77 holdings listed · SEC ↗

Q3 2025
Nov 06 Verde Servicos Internacionais S.A.

$350,696 reported · 49 holdings listed · SEC ↗

Q3 2025
Nov 06 Centerpoint Advisors, LLC

$322,309 reported · 466 holdings listed · SEC ↗

Q3 2025
Nov 06 Gunma Bank,Ltd.

$319,436 reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 06 Arch Capital Group Ltd.

$293,788 reported · 4 holdings listed · 1 other managers included · SEC ↗

Q3 2025
← Previous Page 60 / 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