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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

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
218Amendments
1,793Notice filings
Mar 31First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 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.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,622New positions
−42,081Full exits
207,665Increased
170,226Reduced
235Comparable 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
VSNT Versant Media… +129 +129 137
PNFP Pinnacle Financial… +126 +126 130
SUNB Sunbelt Rentals… +116 +116 117
INDV Indivior… +94 +94 96
DFTX Definium… +81 +81 85
FPS Forgent Power… +71 +71 72
MDA MDA Space Ltd +63 +63 64
RNA +63 +63 64

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -58 −60 6
GRT-UN.TO Granite Real Estate… -45 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
ELME Elme Communities -27 −38 64
AGL Agilon Health, Inc. -26 −29 49
WIX Wix.com Ltd. -24 −31 114

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

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
Elm Partners Management LLC restatement May 13 Oct 30 $2.31B → $2.90B (+25.9%) SEC ↗
Neuberger Berman Group LLC restatement May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) 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 7,101–7,200 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 01 Praxis Capital Management LLC

$42.81M reported · 39 holdings listed · SEC ↗

Q1 2026
May 01 Altium Capital Management LLC

$42.02M reported · 19 holdings listed · SEC ↗

Q1 2026
May 01 IDG-Accel China Capital GP II Associates Ltd.

$29.77M reported · 1 holdings listed · SEC ↗

Q1 2026
May 01 Bck Capital Management Lp

$22.96M reported · 21 holdings listed · SEC ↗

Q1 2026
May 01 Hantz Financial Services, Inc.

$6.56M reported · 2,579 holdings listed · SEC ↗

Q1 2026
May 01 Pathway Capital Management, Lp

$4.30M reported · 2 holdings listed · SEC ↗

Q1 2026
May 01 Maj Invest Holding A/S

$2.27M reported · 38 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 01 Advisors Management Group Inc /Adv

$548,507 reported · 158 holdings listed · SEC ↗

Q1 2026
May 01 First Fiduciary Investment Counsel, Inc.

$497,142 reported · 66 holdings listed · SEC ↗

Q1 2026
May 01 Avion Wealth

$483,950 reported · 1,558 holdings listed · SEC ↗

Q1 2026
May 01 Natural Investments, Llc

$405,433 reported · 288 holdings listed · SEC ↗

Q1 2026
May 01 Lester Murray Antman dba SimplyRich

$390,927 reported · 233 holdings listed · SEC ↗

Q1 2026
May 01 One Degree Advisors Inc

$381,248 reported · 72 holdings listed · SEC ↗

Q1 2026
May 01 BCR Wealth Strategies, LLC

$319,088 reported · 36 holdings listed · SEC ↗

Q1 2026
May 01 FDx Advisors, Inc.

$313,229 reported · 183 holdings listed · SEC ↗

Q1 2026
May 01 Financial Connections Group, Inc.

$287,606 reported · 251 holdings listed · SEC ↗

Q1 2026
May 01 SoundView Advisors Inc.

$280,957 reported · 31 holdings listed · SEC ↗

Q1 2026
May 01 Keener Financial Planning LLC

$237,919 reported · 58 holdings listed · SEC ↗

Q1 2026
May 01 Evolution Advisers, Inc.

$237,264 reported · 162 holdings listed · SEC ↗

Q1 2026
May 01 Silver Oak Advisory Group, Inc.

$231,847 reported · 80 holdings listed · SEC ↗

Q1 2026
May 01 R. W. Roge & Company, Inc.

$209,802 reported · 66 holdings listed · SEC ↗

Q1 2026
May 01 Campbell Capital Management Inc

$209,147 reported · 31 holdings listed · SEC ↗

Q1 2026
May 01 Warburton Capital Management, LLC

$205,053 reported · 68 holdings listed · SEC ↗

Q1 2026
May 01 Ring Mountain Capital, LLC

$182,844 reported · 95 holdings listed · SEC ↗

Q1 2026
May 01 Navigoe, LLC

$169,324 reported · 228 holdings listed · SEC ↗

Q1 2026
May 01 Strategic Wealth Advisors LLC

$124,674 reported · 267 holdings listed · SEC ↗

Q1 2026
May 01 Ball & Co Wealth Management Inc.

$119,506 reported · 80 holdings listed · SEC ↗

Q1 2026
May 01 Merrithew & Thorsten Inc

$106,044 reported · 122 holdings listed · SEC ↗

Q1 2026
May 01 Platt Wealth Management LLC

$102,557 reported · 50 holdings listed · SEC ↗

Q1 2026
May 01 Valinor Management, L.P.

value not stated on cover page · 1 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 01 Univest Bank & Trust Co.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Premier Wealth Management W.L.L.

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
May 01 Girard Advisory Services, Llc

value not stated on cover page · SEC ↗

Q1 2026
May 01 Brighthouse Investment Advisers, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 01 Thrivent Advisor Network, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 01 Fondsmaeglerselskabet Maj Invest A/S

value not stated on cover page · SEC ↗

Q1 2026
May 01 Valinor Capital Partners, L.P.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Citizens Bank, National Association

value not stated on cover page · SEC ↗

Q1 2026
May 01 Capital A Wealth Management, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 01 Atlas Venture Associates VIII, L.P.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Gragg & Gragg L.L.P.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Atlas Venture Associates VIII, Inc.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Thrivent Investment Management Inc

value not stated on cover page · SEC ↗

Q1 2026
May 01 Harlow Wealth Managment, Inc.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Fifth Third Bank, National Association

value not stated on cover page · SEC ↗

Q1 2026
May 01 Associated Trust Company, N.A.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Hills Bancorporation

value not stated on cover page · SEC ↗

Q1 2026
May 01 Markel-Gayner Asset Management LLC

value not stated on cover page · SEC ↗

Q1 2026
May 01 Kenan Thomas S III

value not stated on cover page · SEC ↗

Q1 2026
May 01 Valinor Capital Partners Offshore Master Fund, L.P.

value not stated on cover page · SEC ↗

Q1 2026
May 01 THRIVENT TRUST Co

value not stated on cover page · SEC ↗

Q1 2026
May 01 Citizens Private Wealth, Llc

value not stated on cover page · SEC ↗

Q1 2026
May 01 Thrivent Asset Management, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 01 Atlas Venture Fund VIII, L.P.

value not stated on cover page · SEC ↗

Q1 2026
May 01 Howell Elizabeth Kenan

value not stated on cover page · SEC ↗

Q1 2026
Apr 30 Nuveen, LLC

$369.27B reported · 7,665 holdings listed · 6 other managers included · largest holding: NVDA · +50 new · −73 exits · analysis · SEC ↗

Q1 2026
Apr 30 Hsbc Holdings Plc

$191.56B reported · 8,884 holdings listed · 14 other managers included · largest holding: NVDA · +308 new · −245 exits · analysis · SEC ↗

Q1 2026
Apr 30 Sumitomo Mitsui Trust Group, Inc.

$154.47B reported · 1,047 holdings listed · 5 other managers included · largest holding: NVDA · +52 new · −54 exits · analysis · SEC ↗

Q1 2026
Apr 30 Nisa Investment Advisors, Llc

$27.04B reported · 3,160 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Kestra Advisory Services, LLC

$26.43B reported · 3,116 holdings listed · SEC ↗

Q1 2026
Apr 30 Teacher Retirement System Of Texas

$24.00B reported · 1,478 holdings listed · SEC ↗

Q1 2026
Apr 30 Resona Asset Management Co.,Ltd.

$20.07B reported · 791 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 30 Candriam S.C.A.

$19.25B reported · 692 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Sequoia Financial Advisors, LLC

$17.88B reported · 1,921 holdings listed · SEC ↗

Q1 2026
Apr 30 River Road Asset Management, LLC

$8.83B reported · 176 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 ASR Vermogensbeheer N.V.

$8.50B reported · 532 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Manning & Napier Advisors Llc

$7.09B reported · 616 holdings listed · SEC ↗

Q1 2026
Apr 30 ACR Alpine Capital Research, LLC

$6.70B reported · 67 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Caisse Des Depots Et Consignations

$6.06B reported · 218 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Kornitzer Capital Management Inc /Ks

$4.65B reported · 505 holdings listed · SEC ↗

Q1 2026
Apr 30 Wilmington Savings Fund Society, FSB

$4.20B reported · 2,009 holdings listed · SEC ↗

Q1 2026
Apr 30 Munich Reinsurance Co Stock Corp in Munich

$4.07B reported · 175 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 30 Donaldson Capital Management, Llc

$3.09B reported · 235 holdings listed · SEC ↗

Q1 2026
Apr 30 ARGA Investment Management, LP

$3.05B reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 30 Conning Inc.

$3.01B reported · 311 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 30 Cookson Peirce & Co Inc

$2.36B reported · 303 holdings listed · SEC ↗

Q1 2026
Apr 30 Nippon Life Global Investors Americas, Inc.

$2.22B reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 30 Csenge Advisory Group

$2.18B reported · 747 holdings listed · SEC ↗

Q1 2026
Apr 30 Equitable Trust Co

$2.17B reported · 746 holdings listed · SEC ↗

Q1 2026
Apr 30 First Horizon Corp

$1.90B reported · 2,094 holdings listed · SEC ↗

Q1 2026
Apr 30 Accredited Investors Inc.

$1.86B reported · 281 holdings listed · SEC ↗

Q1 2026
Apr 30 Money Concepts Capital Corp

$1.81B reported · 567 holdings listed · SEC ↗

Q1 2026
Apr 30 Simplicity Wealth,LLC

$1.76B reported · 748 holdings listed · SEC ↗

Q1 2026
Apr 30 Verdence Capital Advisors LLC

$1.72B reported · 653 holdings listed · SEC ↗

Q1 2026
Apr 30 Main Street Research LLC

$1.72B reported · 148 holdings listed · SEC ↗

Q1 2026
Apr 30 Granite Investment Partners, LLC

$1.63B reported · 263 holdings listed · SEC ↗

Q1 2026
Apr 30 Oak Ridge Investments Llc

$1.51B reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 30 Titleist Asset Management, Llc

$1.32B reported · 396 holdings listed · SEC ↗

Q1 2026
Apr 30 KLCM Advisors, Inc.

$1.19B reported · 282 holdings listed · SEC ↗

Q1 2026
Apr 30 Indivisible Partners

$1.13B reported · 482 holdings listed · SEC ↗

Q1 2026
Apr 30 LRI Investments, LLC

$1.13B reported · 1,826 holdings listed · SEC ↗

Q1 2026
Apr 30 Private Trust Co Na

$1.12B reported · 2,614 holdings listed · SEC ↗

Q1 2026
Apr 30 Mmbg Investment Advisors Co.

$1.09B reported · 172 holdings listed · SEC ↗

Q1 2026
Apr 30 Ibex Wealth Advisors

$1.07B reported · 203 holdings listed · SEC ↗

Q1 2026
Apr 30 Mv Capital Management, Inc.

$1.02B reported · 1,201 holdings listed · SEC ↗

Q1 2026
Apr 30 Beacon Financial Group

$1.00B reported · 348 holdings listed · SEC ↗

Q1 2026
Apr 30 Relyea Zuckerberg Hanson LLC

$994.59M reported · 276 holdings listed · SEC ↗

Q1 2026
Apr 30 Azzad Asset Management Inc /Adv

$989.02M reported · 331 holdings listed · SEC ↗

Q1 2026
Apr 30 Mosaic Family Wealth Partners, Llc

$977.00M reported · 286 holdings listed · SEC ↗

Q1 2026
Apr 30 Red Cedar Investment Management, Llc

$964.52M reported · 92 holdings listed · SEC ↗

Q1 2026
← Previous Page 72 / 106 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