★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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 6,101–6,200 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 06 BNY Mellon Securities Corp

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Alberta Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Russell Investments Ireland Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Valley National Bank

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Keren Hgimlaot Hmerkazit Histadrut Central Pension…

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 BMO Delaware Trust Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Russell Investments Trust Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Kerren Makefet Pension & Provident Center -…

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Esta Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 M&G Investment Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Southstate Private Capital Management Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Munday Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Tembusu Capital Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Johnson & Johnson Innovation - JJDC, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Bny Mellon N.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 First Sentier Investors (Australia) IM Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 First Sentier Investors (Hong Kong) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 First Sentier Investors RQI Pty Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Russell Investments Implementation Services, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Baillie Gifford Investment Management (Europe) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 LMR Partners LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Insight North America LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Nblsm, L.P.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Bartley Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Latifi Kimberly H

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Frost Bank - FWA

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 BNY Mellon Investment Adviser, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Stonebridge Wealth Systems, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Newton Investment Management North America, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Thomson Capital Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Fullerton Fund Investments Pte Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Dahlia Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Universal-Investment-Gesellschaft mbH

value not stated on cover page · SEC ↗

Q2 2026
Aug 06 Bator Thomas E.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Nordea Investment Management Ab

$122.63B reported · 2,068 holdings listed · 3 other managers included · largest holding: NVDA · +118 new · −62 exits · analysis · SEC ↗

Q2 2026
Aug 05 Fifth Third Bancorp

$61.67B reported · 4,336 holdings listed · 1 other managers included · largest holding: NVDA · +167 new · −140 exits · analysis · SEC ↗

Q2 2026
Aug 05 National Mutual Insurance Federation of…

$15.29B reported · 39 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 05 Vantagepoint Investment Advisers Llc

$13.36B reported · 55 holdings listed · SEC ↗

Q2 2026
Aug 05 Prime Capital Investment Advisors, LLC

$10.31B reported · 1,092 holdings listed · SEC ↗

Q2 2026
Aug 05 Williams Jones Wealth Management, LLC.

$8.86B reported · 587 holdings listed · SEC ↗

Q2 2026
Aug 05 Midwest Trust Co

$8.83B reported · 606 holdings listed · SEC ↗

Q2 2026
Aug 05 Allen Investment Management, LLC

$8.43B reported · 227 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 05 OpenArc Corporate Advisory, LLC

$8.41B reported · 789 holdings listed · SEC ↗

Q2 2026
Aug 05 Bleakley Financial Group, LLC

$7.85B reported · 944 holdings listed · SEC ↗

Q2 2026
Aug 05 Check Capital Management Inc/Ca 2 reports combined amended

$7.52B reported · 98 holdings listed · SEC ↗

Aug 05–Aug 05
Aug 05 Parallel Advisors, LLC

$6.56B reported · 3,930 holdings listed · SEC ↗

Q2 2026
Aug 05 Nicholas Company, Inc.

$5.47B reported · 195 holdings listed · SEC ↗

Q2 2026
Aug 05 Kestra Investment Management, LLC

$5.16B reported · 519 holdings listed · SEC ↗

Q2 2026
Aug 05 AlTi Global, Inc.

$4.84B reported · 811 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 05 Americana Partners, LLC

$4.44B reported · 596 holdings listed · SEC ↗

Q2 2026
Aug 05 Alesco Advisors, LLC, An ESL Co

$4.36B reported · 230 holdings listed · SEC ↗

Q2 2026
Aug 05 Emerald Advisers, Llc

$4.25B reported · 237 holdings listed · SEC ↗

Q2 2026
Aug 05 Retirement Planning Group, LLC

$3.94B reported · 543 holdings listed · SEC ↗

Q2 2026
Aug 05 Mirae Asset Securities (Usa) Inc.

$3.58B reported · 127 holdings listed · SEC ↗

Q2 2026
Aug 05 Maseco Llp

$3.56B reported · 291 holdings listed · SEC ↗

Q2 2026
Aug 05 Braun Stacey Associates Inc

$3.53B reported · 117 holdings listed · SEC ↗

Q2 2026
Aug 05 Donaldson Capital Management, Llc

$3.50B reported · 311 holdings listed · SEC ↗

Q2 2026
Aug 05 Moran Wealth Management, LLC

$3.31B reported · 815 holdings listed · SEC ↗

Q2 2026
Aug 05 Meridian Wealth Management, LLC

$3.25B reported · 837 holdings listed · SEC ↗

Q2 2026
Aug 05 Y.D. More Investments Ltd

$3.21B reported · 625 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 05 Klingenstein Fields & Co Lp

$2.86B reported · 265 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 05 Emerald Mutual Fund Advisers Trust

$2.85B reported · 197 holdings listed · SEC ↗

Q2 2026
Aug 05 HighPoint Advisor Group LLC

$2.84B reported · 692 holdings listed · SEC ↗

Q2 2026
Aug 05 BLB&B Advisors, LLC

$2.73B reported · 402 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 05 Berkshire Asset Management Llc/Pa

$2.55B reported · 270 holdings listed · SEC ↗

Q2 2026
Aug 05 Delta Accumulation, LLC

$2.50B reported · 156 holdings listed · SEC ↗

Q2 2026
Aug 05 Kranot Hishtalmut Le Morim Ve Gananot Havera…

$2.44B reported · 73 holdings listed · SEC ↗

Q2 2026
Aug 05 Seizert Capital Partners, Llc

$2.42B reported · 181 holdings listed · SEC ↗

Q2 2026
Aug 05 Montag A & Associates Inc

$2.37B reported · 956 holdings listed · SEC ↗

Q2 2026
Aug 05 Lgt Capital Partners Ltd.

$1.97B reported · 108 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 05 F/m Investments LLC

$1.97B reported · 354 holdings listed · SEC ↗

Q2 2026
Aug 05 Patten & Patten Inc/Tn

$1.89B reported · 350 holdings listed · SEC ↗

Q2 2026
Aug 05 Bridgewater Advisors Inc.

$1.83B reported · 478 holdings listed · SEC ↗

Q2 2026
Aug 05 Financiere des Professionnels - Fonds…

$1.77B reported · 423 holdings listed · 6 other managers included · SEC ↗

Q2 2026
Aug 05 Goehring & Rozencwajg Associates, LLC

$1.74B reported · 41 holdings listed · SEC ↗

Q2 2026
Aug 05 PDS Planning, Inc

$1.73B reported · 609 holdings listed · SEC ↗

Q2 2026
Aug 05 Pinnacle Wealth Management Advisory Group, LLC

$1.68B reported · 572 holdings listed · SEC ↗

Q2 2026
Aug 05 Icon Wealth Advisors, LLC

$1.66B reported · 420 holdings listed · SEC ↗

Q2 2026
Aug 05 American Assets Investment Management, LLC

$1.65B reported · 146 holdings listed · SEC ↗

Q2 2026
Aug 05 Nichols & Pratt Advisers Llp /Ma

$1.65B reported · 195 holdings listed · 5 other managers included · SEC ↗

Q2 2026
Aug 05 Lutz Financial Services LLC

$1.64B reported · 112 holdings listed · SEC ↗

Q2 2026
Aug 05 Lyell Wealth Management, Lp

$1.63B reported · 232 holdings listed · SEC ↗

Q2 2026
Aug 05 Sage Mountain Advisors LLC

$1.63B reported · 304 holdings listed · SEC ↗

Q2 2026
Aug 05 DDD Partners, LLC

$1.60B reported · 166 holdings listed · SEC ↗

Q2 2026
Aug 05 Vicus Capital

$1.55B reported · 268 holdings listed · SEC ↗

Q2 2026
Aug 05 Advisor OS, LLC

$1.50B reported · 2,339 holdings listed · 7 other managers included · SEC ↗

Q2 2026
Aug 05 Mosaic Family Wealth Partners, Llc

$1.49B reported · 431 holdings listed · SEC ↗

Q2 2026
Aug 05 Wbh Advisory Inc

$1.49B reported · 365 holdings listed · SEC ↗

Q2 2026
Aug 05 Hackensack Meridian Health, Inc.

$1.48B reported · 7 holdings listed · SEC ↗

Q2 2026
Aug 05 Rovida Investment Management Ltd

$1.47B reported · 20 holdings listed · SEC ↗

Q2 2026
Aug 05 Washington Trust Bank

$1.43B reported · 346 holdings listed · SEC ↗

Q2 2026
Aug 05 Intrust Bank Na

$1.35B reported · 747 holdings listed · SEC ↗

Q2 2026
Aug 05 Leith Wheeler Investment Counsel Ltd.

$1.32B reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 05 Convergence Financial, LLC

$1.26B reported · 272 holdings listed · SEC ↗

Q2 2026
Aug 05 Spirepoint Private Client, Llc

$1.23B reported · 332 holdings listed · SEC ↗

Q2 2026
Aug 05 Spartan Wealth Advisory Services LLC

$1.22B reported · 321 holdings listed · SEC ↗

Q2 2026
Aug 05 Gryphon Financial Partners LLC

$1.13B reported · 383 holdings listed · SEC ↗

Q2 2026
Aug 05 Galileo (PTC) Ltd

$1.11B reported · 3 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Aug 05 Go Invest LLC 3 reports combined

$1.08B reported · 364 holdings listed · SEC ↗

Aug 05–Aug 05
Aug 05 Cypress Capital Group

$1.07B reported · 351 holdings listed · 1 other managers included · SEC ↗

Q2 2026
← Previous Page 62 / 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