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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
HTFL Heartflow, Inc.… +14 +14 17
MIAX Miami International… +14 +14 17
KLAR Klarna Group plc +14 +14 17
FLY Firefly Aerospace… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
NTES NetEase, Inc. -5 −5 16
SGML Sigma Lithium… -4 −6 10

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 7,001–7,100 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.

Oct 31 BAM Wealth Management, LLC

$129.11M reported · 221 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 Seelaus Asset Management LLC amended

$126.01M reported · 181 holdings listed · SEC ↗

Q3 2025
Oct 31 Fairman Group, LLC

$124.16M reported · 274 holdings listed · SEC ↗

Q3 2025
Oct 31 OneAscent Family Office, LLC

$122.93M reported · 158 holdings listed · SEC ↗

Q3 2025
Oct 31 Poinciana Advisors Group, Llc

$118.43M reported · 124 holdings listed · SEC ↗

Q3 2025
Oct 31 Perkins Capital Management Inc

$113.47M reported · 83 holdings listed · SEC ↗

Q3 2025
Oct 31 Maytree Asset Management Ltd

$111.13M reported · 11 holdings listed · SEC ↗

Q3 2025
Oct 31 Conquis Financial Llc

$105.62M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 31 CVS HEALTH Corp

$102.89M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 31 BG Investment Services, LLC

$101.38M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 31 Atlas Wealth Partners, LLC

$97.95M reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 31 October Effect Ltd

$90.73M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 31 Shelter Ins Retirement Plan

$90.47M reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 31 Incentive AS

$86.10M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 31 Formulate Financial Llc

$80.64M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 31 Value Star Asset Management (Hong Kong) Ltd

$49.24M reported · 11 holdings listed · SEC ↗

Q3 2025
Oct 31 Towarzystwo Funduszy Inwestycyjnych Allianz Polska…

$40.51M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 31 Mn Services Vermogensbeheer B.V.

$15.47M reported · 458 holdings listed · SEC ↗

Q3 2025
Oct 31 FACTORIAL MANAGEMENT Ltd

$5.04M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 31 Commerzbank Aktiengesellschaft /Fi

$4.81M reported · 354 holdings listed · SEC ↗

Q3 2025
Oct 31 Opus Capital Group, LLC

$889,743 reported · 137 holdings listed · SEC ↗

Q3 2025
Oct 31 FIDELIS iM, LLC

$161,185 reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 31 Stoneridge Investment Partners Llc

$145,808 reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 31 Madrona Venture Group, LLC

$13,837 reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 31 Sarasin Asset Management Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Ymca Retirement Fund

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Baillie Gifford Overseas Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Resona Bank,Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Ulrich Consultants & Investment Group, LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 HSBC GLOBAL ASSET MANAGEMENT (SINGAPORE) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Quilter Cheviot Europe Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Maywood Asset Management Pte. Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Markel-Gayner Asset Management LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Mitsubishi UFJ Securities Holdings Co., Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Hsbc Securities Usa Inc

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Quilter Cheviot Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Mutual Of America Life Insurance Co

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors (UK) IM Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Algebris Investments (US) Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors (Australia) RE Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors (Australia) IM Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors (Singapore)

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors (Hong Kong) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Baillie Gifford Investment Management (Europe) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Resona Holdings Inc

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors International IM Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 First Sentier Investors RQI Pty Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Hsbc Private Bank (Suisse) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Quilter Cheviot International Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 GUNN & Co INVESTMENT MANAGEMENT, INC.

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 City National Bank

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Quilter Investors LTD

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Baillie Gifford & Co Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 31 Baillie Gifford International LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 30 Jennison Associates Llc

$171.77B reported · 778 holdings listed · 2 other managers included · analysis · SEC ↗

Q3 2025
Oct 30 Universal- Beteiligungs- und Servicegesellschaft mbH

$60.23B reported · 2,099 holdings listed · 4 other managers included · analysis · SEC ↗

Q3 2025
Oct 30 Rakuten Investment Management, Inc.

$28.10B reported · 640 holdings listed · analysis · SEC ↗

Q3 2025
Oct 30 Strs Ohio

$27.28B reported · 2,185 holdings listed · SEC ↗

Q3 2025
Oct 30 Envestnet Portfolio Solutions, Inc.

$27.12B reported · 1,443 holdings listed · SEC ↗

Q3 2025
Oct 30 Vest Financial, LLC

$7.66B reported · 573 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 30 ACR Alpine Capital Research, LLC

$5.85B reported · 64 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 30 Forvis Mazars Wealth Advisors, LLC

$5.04B reported · 402 holdings listed · SEC ↗

Q3 2025
Oct 30 Facet Wealth, Inc.

$4.83B reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 30 Bailard, Inc.

$4.60B reported · 777 holdings listed · SEC ↗

Q3 2025
Oct 30 Millburn Ridgefield LLC /DE/

$4.19B reported · 38 holdings listed · SEC ↗

Q3 2025
Oct 30 DJE Kapital AG

$4.12B reported · 105 holdings listed · SEC ↗

Q3 2025
Oct 30 Locust Wood Capital Advisers, Llc

$4.01B reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 30 Chicago Partners Investment Group LLC

$3.82B reported · 1,218 holdings listed · SEC ↗

Q3 2025
Oct 30 Boston Common Asset Management, LLC

$3.58B reported · 309 holdings listed · SEC ↗

Q3 2025
Oct 30 Anchor Capital Advisors Llc

$3.46B reported · 242 holdings listed · SEC ↗

Q3 2025
Oct 30 Stock Yards Bank & Trust Co

$3.19B reported · 678 holdings listed · SEC ↗

Q3 2025
Oct 30 Emerald Advisers, Llc

$3.12B reported · 257 holdings listed · SEC ↗

Q3 2025
Oct 30 Joel Isaacson & Co., LLC

$2.77B reported · 447 holdings listed · SEC ↗

Q3 2025
Oct 30 Lockheed Martin Investment Management Co

$2.72B reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 30 Avidian Wealth Enterprises, LLC

$2.66B reported · 580 holdings listed · SEC ↗

Q3 2025
Oct 30 Patient Capital Management, LLC

$2.50B reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 30 Waldron Private Wealth LLC

$2.47B reported · 313 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 30 BIP Wealth, LLC

$2.04B reported · 426 holdings listed · SEC ↗

Q3 2025
Oct 30 Osborne Partners Capital Management, Llc

$1.97B reported · 206 holdings listed · SEC ↗

Q3 2025
Oct 30 Emerald Mutual Fund Advisers Trust

$1.94B reported · 219 holdings listed · SEC ↗

Q3 2025
Oct 30 Accredited Investors Inc.

$1.79B reported · 264 holdings listed · SEC ↗

Q3 2025
Oct 30 UNIVEST FINANCIAL Corp

$1.79B reported · 450 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 30 Spear Holdings RSC Ltd

$1.78B reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 30 3EDGE Asset Management, LP

$1.77B reported · 97 holdings listed · SEC ↗

Q3 2025
Oct 30 Grandfield & Dodd, Llc

$1.76B reported · 211 holdings listed · SEC ↗

Q3 2025
Oct 30 Simplicity Wealth,LLC

$1.73B reported · 709 holdings listed · SEC ↗

Q3 2025
Oct 30 Cornerstone Wealth Group, LLC

$1.48B reported · 355 holdings listed · SEC ↗

Q3 2025
Oct 30 Vantage Investment Partners, LLC

$1.46B reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 30 Wbh Advisory Inc

$1.31B reported · 343 holdings listed · SEC ↗

Q3 2025
Oct 30 Parkside Financial Bank & Trust

$1.30B reported · 4,139 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 30 Naples Global Advisors, Llc

$1.28B reported · 436 holdings listed · SEC ↗

Q3 2025
Oct 30 Charter Oak Capital Management, LLC

$1.27B reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 30 Windward Capital Management Co /Ca

$1.25B reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 30 Brandywine Oak Private Wealth Llc

$1.15B reported · 234 holdings listed · SEC ↗

Q3 2025
Oct 30 Heritage Financial Services, LLC

$1.11B reported · 134 holdings listed · SEC ↗

Q3 2025
Oct 30 Johnson Financial Group, LLC

$1.09B reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 30 First Business Financial Services, Inc.

$1.09B reported · 185 holdings listed · SEC ↗

Q3 2025
Oct 30 Tanglewood Wealth Management, Inc.

$1.08B reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 30 Nadler Financial Group, Inc.

$1.05B reported · 137 holdings listed · SEC ↗

Q3 2025
Oct 30 Verus Financial Partners, Inc.

$1.04B reported · 121 holdings listed · SEC ↗

Q3 2025
← Previous Page 71 / 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