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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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 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.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable 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
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
IBP Installed Building… -5 −5 12
HTHT H World Group… -5 −5 11
DD DuPont de Nemours… -5 −5 21
HAIN -5 −5 12
RYAN Ryan Specialty… -5 −5 14

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

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
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
Elm Partners Management LLC restatement Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) 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 6,301–6,400 of 10,673 individual filing documents

Aug 06 SCF Partners, Inc.

13F-HR · $48.11M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 06 Smh Capital Advisors Inc

13F-HR · $44.06M reported · 46 holdings listed · SEC ↗

Q2 2025
Aug 06 BNP Paribas Asset Management Holding S.A.

13F-HR · $40.98M reported · 2,446 holdings listed · 6 other managers included · analysis · SEC ↗

Q2 2025
Aug 06 Achmea Investment Management B.V.

13F-HR · $7.75M reported · 328 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 06 C WorldWide Group Holding A/S

13F-HR · $7.38M reported · 93 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Penserra Capital Management LLC

13F-HR · $7.17M reported · 1,478 holdings listed · 8 other managers included · SEC ↗

Q2 2025
Aug 06 Spurstone Advisory Services, LLC

13F-HR · $6.60M reported · 157 holdings listed · SEC ↗

Q2 2025
Aug 06 Thompson Siegel & Walmsley Llc

13F-HR · $6.01M reported · 395 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Wedbush Securities Inc

13F-HR · $2.86M reported · 1,155 holdings listed · SEC ↗

Q2 2025
Aug 06 Price Capital Management, Inc.

13F-HR · $1.42M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 06 Zevin Asset Management Llc

13F-HR · $695,064 reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 06 Ar Asset Management Inc

13F-HR · $449,957 reported · 112 holdings listed · SEC ↗

Q2 2025
Aug 06 Summit Wealth Group, LLC

13F-HR · $389,412 reported · 111 holdings listed · SEC ↗

Q2 2025
Aug 06 Rovin Capital /Ut/ /Adv

13F-HR · $330,121 reported · 187 holdings listed · SEC ↗

Q2 2025
Aug 06 OneAscent Wealth Management LLC

13F-HR · $271,495 reported · 171 holdings listed · SEC ↗

Q2 2025
Aug 06 Carnegie Lake Advisors LLC

13F-HR · $252,595 reported · 163 holdings listed · SEC ↗

Q2 2025
Aug 06 Menlo Advisors Llc

13F-HR · $185,571 reported · 29 holdings listed · SEC ↗

Q2 2025
Aug 06 Columbia River Financial Group, LLC

13F-HR · $154,539 reported · 53 holdings listed · SEC ↗

Q2 2025
Aug 06 OneAscent Family Office, LLC

13F-HR · $105,770 reported · 142 holdings listed · SEC ↗

Q2 2025
Aug 06 RD Finance Ltd

13F-HR · $76,522 reported · 22 holdings listed · SEC ↗

Q2 2025
Aug 06 Cloud Capital Management, LLC

13F-HR · $90 reported · 160,317 holdings listed · SEC ↗

Q2 2025
Aug 06 Keystone Group, L.P.

13F-HR · value not stated on cover page · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Genre Partners L P

13F-HR · value not stated on cover page · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Bass Edward P

13F-HR · value not stated on cover page · 2 other managers included · SEC ↗

Q2 2025
Aug 06 Bass Lee M /Tx/

13F-HR · value not stated on cover page · 2 other managers included · SEC ↗

Q2 2025
Aug 06 RP Management, LLC

13F-HR · value not stated on cover page · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Pamalican Asset Management Ltd

13F-HR · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Bass Sid R

13F-HR · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Aquilo Capital Management, LLC

13F-HR · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 West Financial Services, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 SouthState Bank, National Association

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 South State Advisory, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Allianz Investments III Luxembourg S.A.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Kinsale Insurance Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 C WorldWide Asset Management Fondsmaeglerselskab A/S

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Suzanne & Walter Scott Foundation

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Agf Investments Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Doherty & Associates Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 PT BNP Paribas Asset Management

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 S&T Bancorp Inc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Aew Capital Management Inc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 AGF Investments America Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 AGF Investments LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 AIA Investment Management (Thailand) Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 AIA Investment Management HK Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Yelin Lapidot Provident Funds Management Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 AIA Investment Management Private Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 BNP PARIBAS ASSET MANAGEMENT USA, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 First Eagle Separate Account Management, Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Walter Scott Family Foundation

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Bnp Paribas Asset Management Europe

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 BNP PARIBAS ASSET MANAGEMENT ASIA Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Bmo Nesbitt Burns Securities Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 BMO Delaware Trust Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 First Horizon Corp

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 BMO Bank N.A.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Harel Mutual Funds Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Stt Communications Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 SSB Wealth Management, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Stt Garnet Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Stt Gdc Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Simmons First National Corp

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Stoker Ostler Wealth Advisors, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Timelo Strategic Opportunities Fund

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Cypress Capital Management US Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Cypress Capital Management Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Yelin Lapidot Mutual Funds Management Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Baillie Gifford Investment Management (Europe) Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Legorreta Pablo G.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Frost Bank - FWA

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Baillie Gifford Overseas Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 06 Baillie Gifford & Co Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 05 Bank of New York Mellon Corp

13F-HR · $529.30B reported · 32,016 holdings listed · 18 other managers included · analysis · SEC ↗

Q2 2025
Aug 05 Bank Of Montreal /Can/

13F-HR · $213.21B reported · 13,024 holdings listed · 11 other managers included · analysis · SEC ↗

Q2 2025
Aug 05 MUFG Securities EMEA plc

13F-HR · $103.64B reported · 106 holdings listed · SEC ↗

Q2 2025
Aug 05 Tiaa Trust, National Association

13F-HR · $38.40B reported · 959 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 05 State Of Michigan Retirement System

13F-HR · $19.31B reported · 944 holdings listed · SEC ↗

Q2 2025
Aug 05 Huntington National Bank

13F-HR · $15.26B reported · 5,363 holdings listed · SEC ↗

Q2 2025
Aug 05 Tredje AP-fonden

13F-HR · $12.55B reported · 371 holdings listed · SEC ↗

Q2 2025
Aug 05 Welch & Forbes Llc

13F-HR · $8.01B reported · 372 holdings listed · SEC ↗

Q2 2025
Aug 05 Nicholas Company, Inc.

13F-HR · $5.97B reported · 216 holdings listed · SEC ↗

Q2 2025
Aug 05 Geneva Capital Management Llc

13F-HR · $5.97B reported · 258 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 05 Catterton Management Company, L.L.C.

13F-HR · $5.96B reported · 3 holdings listed · SEC ↗

Q2 2025
Aug 05 Dynasty Wealth Management, LLC

13F-HR · $5.87B reported · 228 holdings listed · SEC ↗

Q2 2025
Aug 05 Crestwood Advisors Group, LLC

13F-HR · $5.58B reported · 640 holdings listed · SEC ↗

Q2 2025
Aug 05 Mission Wealth Management, Lp

13F-HR · $4.68B reported · 683 holdings listed · SEC ↗

Q2 2025
Aug 05 Homestead Advisers Corp

13F-HR · $4.22B reported · 101 holdings listed · SEC ↗

Q2 2025
Aug 05 Cassaday & Co Wealth Management LLC

13F-HR · $4.00B reported · 332 holdings listed · SEC ↗

Q2 2025
Aug 05 Sigma Planning Corp

13F-HR · $3.33B reported · 1,244 holdings listed · SEC ↗

Q2 2025
Aug 05 Lincoln National Corp

13F-HR · $3.30B reported · 20 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 05 Mirae Asset Securities (Usa) Inc.

13F-HR · $3.27B reported · 200 holdings listed · SEC ↗

Q2 2025
Aug 05 ANTIPODES PARTNERS Ltd

13F-HR · $3.22B reported · 106 holdings listed · SEC ↗

Q2 2025
Aug 05 Freestone Capital Holdings, LLC

13F-HR · $2.96B reported · 456 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 05 Burney Co/

13F-HR · $2.95B reported · 650 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 05 Amazon Com Inc

13F-HR · $2.43B reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 05 Cambiar Investors Llc

13F-HR · $2.38B reported · 148 holdings listed · SEC ↗

Q2 2025
Aug 05 GHP Investment Advisors, Inc.

13F-HR · $2.26B reported · 1,155 holdings listed · SEC ↗

Q2 2025
Aug 05 Partners Group Holding AG

13F-HR · $2.13B reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 05 Obermeyer Wealth Partners

13F-HR · $2.01B reported · 280 holdings listed · SEC ↗

Q2 2025
Aug 05 MKP Capital Management, L.L.C.

13F-HR · $1.95B reported · 8 holdings listed · SEC ↗

Q2 2025
← Previous Page 64 / 107 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