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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
243Amendments
1,955Notice filings
Jan 02First filed
Oct 09Latest 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
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

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
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 ↗
Advisors Asset Management, Inc. restatement Feb 12 Aug 21 $5.96B → $5.96B (0.0%) SEC ↗
Royalty Pharma Sub-Manager, LLC restatement Apr 01 Aug 21 $171.31M → $171.31M (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 601–700 of 10,726 managers that reported this season
One row per manager: these managers filed 11,278 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Feb 18 Cim, Llc

$762.67M reported · 171 holdings listed · SEC ↗

Q4 2025
Feb 18 Wahed Invest LLC

$758.96M reported · 213 holdings listed · SEC ↗

Q4 2025
Feb 18 Kintra Wealth, Llc

$716.79M reported · 219 holdings listed · SEC ↗

Q4 2025
Feb 18 Cat Rock Capital Management Lp

$697.40M reported · 16 holdings listed · SEC ↗

Q4 2025
Feb 18 Virtue Capital Management, LLC amended

$648.96M reported · 308 holdings listed · SEC ↗

Q4 2025
Feb 18 Nalanda India Equity Fund Ltd

$641.00M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 18 VR Advisory Services Ltd amended

$631.82M reported · 37 holdings listed · SEC ↗

Q4 2025
Feb 18 First Commonwealth Financial Corp /Pa/

$606.25M reported · 398 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 18 Adventist Health System/ West

$594.95M reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 18 KKM Financial LLC

$563.31M reported · 170 holdings listed · SEC ↗

Q4 2025
Feb 18 CacheTech Inc.

$539.75M reported · 228 holdings listed · SEC ↗

Q4 2025
Feb 18 High Falls Advisors, Inc

$493.63M reported · 144 holdings listed · SEC ↗

Q4 2025
Feb 18 Adams Wealth Management

$468.69M reported · 180 holdings listed · SEC ↗

Q4 2025
Feb 18 Crusonia Wealth Advisors LLC

$455.22M reported · 226 holdings listed · SEC ↗

Q4 2025
Feb 18 Alpine Woods Capital Investors, Llc

$419.99M reported · 174 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 18 Warther Private Wealth, LLC

$418.36M reported · 49 holdings listed · SEC ↗

Q4 2025
Feb 18 Mendon Capital Advisors Corp

$337.63M reported · 65 holdings listed · SEC ↗

Q4 2025
Feb 18 Arohi Asset Management PTE Ltd.

$333.33M reported · 6 holdings listed · SEC ↗

Q4 2025
Feb 18 SVF Sponsor III (DE) LLC

$332.61M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 18 SOF Ltd

$289.84M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 18 Pillsbury Lake Capital LLC

$286.20M reported · 30 holdings listed · SEC ↗

Q4 2025
Feb 18 Socorro Asset Management LP

$258.16M reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 18 Kensington Investment Counsel, LLC

$246.19M reported · 104 holdings listed · SEC ↗

Q4 2025
Feb 18 DCM Advisors, LLC

$240.93M reported · 38 holdings listed · SEC ↗

Q4 2025
Feb 18 One Wealth Capital Management, Llc

$234.87M reported · 135 holdings listed · SEC ↗

Q4 2025
Feb 18 Lrz Capital Llc

$221.51M reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 18 Ironclad Investments LLC

$213.93M reported · 3 holdings listed · SEC ↗

Q4 2025
Feb 18 Wealth Intelligence, LLC

$201.51M reported · 55 holdings listed · SEC ↗

Q4 2025
Feb 18 Braeburn Wealth Management LLC

$195.79M reported · 84 holdings listed · SEC ↗

Q4 2025
Feb 18 Note Advisors, LLC

$194.94M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 18 Ameriflex Group, Inc.

$192.55M reported · 1,149 holdings listed · SEC ↗

Q4 2025
Feb 18 Andrews Advisory Associates, LLC

$188.11M reported · 81 holdings listed · SEC ↗

Q4 2025
Feb 18 Strategic Planning, Inc.

$185.57M reported · 53 holdings listed · SEC ↗

Q4 2025
Feb 18 Vermillion & White Wealth Management Group, LLC

$183.90M reported · 577 holdings listed · SEC ↗

Q4 2025
Feb 18 VestGen Investment Management

$180.40M reported · 197 holdings listed · SEC ↗

Q4 2025
Feb 18 Garton & Associates Financial Advisors LLC

$178.55M reported · 1,507 holdings listed · SEC ↗

Q4 2025
Feb 18 Vision One Management Partners, LP

$178.21M reported · 10 holdings listed · SEC ↗

Q4 2025
Feb 18 Valley Financial Group, Inc.

$178.02M reported · 62 holdings listed · SEC ↗

Q4 2025
Feb 18 Royal Capital Wealth Management, LLC

$169.44M reported · 93 holdings listed · SEC ↗

Q4 2025
Feb 18 Oracle Investment Management Inc

$167.94M reported · 22 holdings listed · SEC ↗

Q4 2025
Feb 18 Papamarkou Wellner Asset Management inc.

$166.40M reported · 86 holdings listed · SEC ↗

Q4 2025
Feb 18 TAM Capital Management Inc. amended

$166.20M reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 18 Veradace Capital Management LLC

$163.65M reported · 27 holdings listed · SEC ↗

Q4 2025
Feb 18 Widmann Financial Services, Inc.

$163.48M reported · 113 holdings listed · SEC ↗

Q4 2025
Feb 18 Kastel Capital Advisors, LLC

$162.91M reported · 55 holdings listed · SEC ↗

Q4 2025
Feb 18 Caitlin John, LLC

$152.73M reported · 1,208 holdings listed · SEC ↗

Q4 2025
Feb 18 Strong Retirement Solutions LLC

$148.38M reported · 84 holdings listed · SEC ↗

Q4 2025
Feb 18 Beartown Capital Management, LLC

$138.36M reported · 44 holdings listed · SEC ↗

Q4 2025
Feb 18 Grand Central Investment Group

$137.78M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 18 JCP Investment Management, LLC

$126.55M reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 18 Veratis Advisors, Inc.

$126.35M reported · 75 holdings listed · SEC ↗

Q4 2025
Feb 18 Troutman Wealth Management, LLC

$120.97M reported · 38 holdings listed · SEC ↗

Q4 2025
Feb 18 Hershey Financial Advisers, LLC

$118.31M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 18 North Capital, Inc. amended

$116.04M reported · 89 holdings listed · SEC ↗

Q4 2025
Feb 18 Sherwood Financial Partners, LLC

$116.02M reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 18 Financial Planning Fort Collins, LLC

$113.88M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 18 Kitching Partners, Llc

$109.56M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 18 Alpha Capital Advisors Inc /Adv

$107.79M reported · 33 holdings listed · SEC ↗

Q4 2025
Feb 18 Sunstone Asset Management, LP

$104.44M reported · 61 holdings listed · SEC ↗

Q4 2025
Feb 18 KVP Capital Advisors, LP

$103.34M reported · 27 holdings listed · SEC ↗

Q4 2025
Feb 18 Corecam AG

$102.37M reported · 46 holdings listed · SEC ↗

Q4 2025
Feb 18 Absoluto Partners Gestao de Recursos Ltda

$102.14M reported · 4 holdings listed · SEC ↗

Q4 2025
Feb 18 Skyview Financial Group LLC

$96.91M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 18 Standard Family Office LLC

$94.14M reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 18 Ark Wealth Advisors LLC

$92.91M reported · 77 holdings listed · SEC ↗

Q4 2025
Feb 18 Yu Fan

$92.27M reported · 5 holdings listed · SEC ↗

Q4 2025
Feb 18 Owlhouse Capital LP

$90.41M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 18 Feynman Point Asset Management LLC

$71.77M reported · 22 holdings listed · SEC ↗

Q4 2025
Feb 18 Obsidian Cio, Llc

$67.52M reported · 168 holdings listed · SEC ↗

Q4 2025
Feb 18 8Vc Gp I, Llc

$63.34M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 18 CTC Alternative Strategies, Ltd.

$53.36M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 18 Pacific Excel Wealth Advisors, Inc.

$52.94M reported · 90 holdings listed · SEC ↗

Q4 2025
Feb 18 Mosaic Advisors LLC

$52.17M reported · 27 holdings listed · SEC ↗

Q4 2025
Feb 18 Achmea Investment Management B.V.

$3.92M reported · 124 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 18 Summit Global Investments

$1.69M reported · 476 holdings listed · SEC ↗

Q4 2025
Feb 18 SkyView Investment Advisors, LLC 2 reports combined

$1.58M reported · 692 holdings listed · 2 other managers included · SEC ↗

Feb 13–Feb 18
Feb 18 Sierra Capital LLC

$945,015 reported · 269 holdings listed · SEC ↗

Q4 2025
Feb 18 Front Street Capital Management, Inc.

$704,258 reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 18 Global Frontier Investments LLC

$553,652 reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 18 Lynrock Lake LP amended

$509,000 reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 18 Kanen Wealth Management LLC

$329,375 reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 18 Cederberg Capital Ltd amended

$307,983 reported · 9 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 18 Krensavage Asset Management, LLC

$283,112 reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 18 HSBC Global Asset Management (USA) Inc.

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Galaxy Digital Trading Cayman LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Galaxy Digital Inc.

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 CREATIVE PLANNING TRUST Co LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Galaxy Digital GP LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Abich Financial Wealth Management LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Frec Advisers LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Saxon Woods Advisors Llc

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Regal Partners Funds Management Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Militia Investments, LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Sb Investment Advisers (Us) Inc.

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Talaria Capital Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Galaxy Digital LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 PM Capital Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Arin Risk Advisors, LLC

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Barclays Bank (Suisse) SA

value not stated on cover page · SEC ↗

Q4 2025
Feb 18 Cederberg Capital Asia Ltd 2 reports combined amended

value not stated on cover page · SEC ↗

Feb 17–Feb 18
← Previous Page 7 / 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