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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
245Amendments
1,957Notice filings
Jan 02First filed
Oct 30Latest 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
NP +18 +19 43
ALH Alliance Laundry… +18 +19 66
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

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
Neuberger Berman Group LLC restatement Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
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 ↗

“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 7,201–7,300 of 11,282 individual filing documents

Feb 05 HughesLittle Investment Management Ltd.

13F-HR · $111.28M reported · 15 holdings listed · SEC ↗

Q4 2025
Feb 05 Prairieview Wealth Partners, Llc

13F-HR · $110.23M reported · 30 holdings listed · SEC ↗

Q4 2025
Feb 05 Bedminster, LLC

13F-HR · $108.85M reported · 53 holdings listed · SEC ↗

Q4 2025
Feb 05 Clarion Wealth Managment Partners, LLC

13F-HR · $108.06M reported · 81 holdings listed · SEC ↗

Q4 2025
Feb 05 Cdm Financial Counseling Services, Inc.

13F-HR · $106.76M reported · 82 holdings listed · SEC ↗

Q4 2025
Feb 05 AIHC Capital Management Ltd

13F-HR · $106.71M reported · 6 holdings listed · SEC ↗

Q4 2025
Feb 05 STF Management LP

13F-HR · $106.55M reported · 101 holdings listed · SEC ↗

Q4 2025
Feb 05 Lawood & Co

13F-HR · $105.57M reported · 158 holdings listed · SEC ↗

Q4 2025
Feb 05 Fund Resources Investment Holding Group Co Ltd

13F-HR · $102.73M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 05 Vertex Investment Solutions Co., Ltd.

13F-HR · $100.85M reported · 22 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 05 Hicks Capital Management Llc

13F-HR · $99.27M reported · 33 holdings listed · SEC ↗

Q4 2025
Feb 05 Terra Alpha Investments LLC

13F-HR · $97.74M reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 05 Edge Financial Advisors LLC

13F-HR · $96.58M reported · 87 holdings listed · SEC ↗

Q4 2025
Feb 05 Sherry Group, Inc.

13F-HR · $95.43M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 05 Fourier Capital Management Ltd

13F-HR · $94.11M reported · 20 holdings listed · SEC ↗

Q4 2025
Feb 05 Plus Group Wealth Advisors LLC

13F-HR · $90.15M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 05 JCSD Capital, LLC

13F-HR · $84.69M reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 05 Bradyco, Inc.

13F-HR · $80.58M reported · 35 holdings listed · SEC ↗

Q4 2025
Feb 05 Florin Court Capital LLP

13F-HR · $71.81M reported · 26 holdings listed · SEC ↗

Q4 2025
Feb 05 Bessemer Group Inc

13F-HR · $65.13M reported · 9,738 holdings listed · 7 other managers included · SEC ↗

Q4 2025
Feb 05 Thrivent Financial For Lutherans

13F-HR · $56.40M reported · 4,469 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Feb 05 Crosspoint Financial, Llc

13F-HR · $42.49M reported · 37 holdings listed · SEC ↗

Q4 2025
Feb 05 Cambridge Investment Research Advisors, Inc.

13F-HR · $37.84M reported · 3,812 holdings listed · SEC ↗

Q4 2025
Feb 05 Syncona Portfolio Ltd

13F-HR · $34.32M reported · 2 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Feb 05 Park Square Financial Group, LLC

13F-HR · $16.85M reported · 303 holdings listed · SEC ↗

Q4 2025
Feb 05 Amalgamated Bank

13F-HR · $13.86M reported · 2,983 holdings listed · SEC ↗

Q4 2025
Feb 05 iA Global Asset Management Inc.

13F-HR · $7.84M reported · 396 holdings listed · SEC ↗

Q4 2025
Feb 05 Commerzbank Aktiengesellschaft /Fi

13F-HR · $4.91M reported · 374 holdings listed · SEC ↗

Q4 2025
Feb 05 Newport Asia LLC

13F-HR · $2.21M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 05 Evensky & Katz LLC

13F-HR · $1.77M reported · 72 holdings listed · SEC ↗

Q4 2025
Feb 05 S&Co Inc

13F-HR · $1.61M reported · 218 holdings listed · SEC ↗

Q4 2025
Feb 05 Eubel Brady & Suttman Asset Management Inc

13F-HR · $890,026 reported · 112 holdings listed · SEC ↗

Q4 2025
Feb 05 Steginsky Capital Llc

13F-HR · $593,435 reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 05 Chase Investment Counsel Corp

13F-HR · $357,599 reported · 131 holdings listed · SEC ↗

Q4 2025
Feb 05 USAdvisors Wealth Management, LLC

13F-HR · $303,513 reported · 136 holdings listed · SEC ↗

Q4 2025
Feb 05 Hendley & Co Inc

13F-HR · $296,646 reported · 62 holdings listed · SEC ↗

Q4 2025
Feb 05 Industrial Alliance Investment Management Inc.

13F-HR · $176,208 reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 05 Stoneridge Investment Partners Llc

13F-HR · $143,685 reported · 126 holdings listed · SEC ↗

Q4 2025
Feb 05 Keystone Group, L.P.

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

Q4 2025
Feb 05 Bass Sid R

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

Q4 2025
Feb 05 Genre Partners L P

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

Q4 2025
Feb 05 Cook Wealth, LLC

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

Q4 2025
Feb 05 Bass Lee M /Tx/

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

Q4 2025
Feb 05 Quent Long Short Global Small Cap Fund, LP

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

Q4 2025
Feb 05 ORIX Corp Europe N.V.

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

Q4 2025
Feb 05 Conning Investment Products, Inc.

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

Q4 2025
Feb 05 First Citizens Investor Services, Inc.

13F-HR/A · value not stated on cover page · 23 holdings listed · SEC ↗

Q4 2025
Feb 05 Northwestern Mutual Life Insurance Co

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

Q4 2025
Feb 05 Alpine Private Capital, Llc

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

Q4 2025
Feb 05 Goodwin Capital Advisers, Inc.

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

Q4 2025
Feb 05 Bass Edward P

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

Q4 2025
Feb 05 Yelin Lapidot Provident Funds Management Ltd

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

Q4 2025
Feb 05 Creekmur Asset Management LLC

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

Q4 2025
Feb 05 Hsbc Global Asset Management (Deutschland) Gmbh

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

Q4 2025
Feb 05 INVESTITORI SGR S.p.A.

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

Q4 2025
Feb 05 BESSEMER TRUST Co NATIONAL ASSOCIATION

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

Q4 2025
Feb 05 Kinsale Insurance Co

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

Q4 2025
Feb 05 KSM Mutual Funds Ltd.

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

Q4 2025
Feb 05 Eagle Asset Management Inc

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

Q4 2025
Feb 05 Domini Impact Investments Llc

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

Q4 2025
Feb 05 Chadha Sumir

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

Q4 2025
Feb 05 ClariVest Asset Management LLC

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

Q4 2025
Feb 05 Simmons First National Corp

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

Q4 2025
Feb 05 Capital A Wealth Management, LLC

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

Q4 2025
Feb 05 SSB Wealth Management, Inc.

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

Q4 2025
Feb 05 Bessemer Trust CO of Delaware, N.A.

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

Q4 2025
Feb 05 Bessemer Trust Co of California, N.A.

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

Q4 2025
Feb 05 Bessemer Trust Co of Nevada, National Association

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

Q4 2025
Feb 05 Singhal Sandeep

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

Q4 2025
Feb 05 Shenoy Muralidhar

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

Q4 2025
Feb 05 Bank of Singapore Ltd

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

Q4 2025
Feb 05 BOS International Fund

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

Q4 2025
Feb 05 Syncona Ltd

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

Q4 2025
Feb 05 Syncona Investment Management Ltd

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

Q4 2025
Feb 05 Syncona Holdings Ltd

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

Q4 2025
Feb 05 Bessemer Investment Management Llc

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

Q4 2025
Feb 05 Bessemer Trust Co

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

Q4 2025
Feb 05 BESSEMER TRUST Co OF FLORIDA

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

Q4 2025
Feb 05 AssetMark Financial Holdings, Inc.

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

Q4 2025
Feb 05 THRIVENT TRUST Co

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

Q4 2025
Feb 05 Thrivent Investment Management Inc

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

Q4 2025
Feb 05 Thrivent Asset Management, LLC

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

Q4 2025
Feb 05 Thrivent Advisor Network, LLC

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

Q4 2025
Feb 05 Arrow Bank National Association

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

Q4 2025
Feb 05 Phoenix Investments House Ltd.

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

Q4 2025
Feb 05 Verizon Investment Management Corp.

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

Q4 2025
Feb 05 Valley National Bank

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

Q4 2025
Feb 05 WestBridge Crossover Fund, LLC

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

Q4 2025
Feb 05 WestBridge Capital US Advisors, LP

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

Q4 2025
Feb 05 West Financial Services, Inc.

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

Q4 2025
Feb 05 Wendell Peter C

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

Q4 2025
Feb 05 Yelin Lapidot Mutual Funds Management Ltd

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

Q4 2025
Feb 04 Mitsubishi Ufj Financial Group Inc

13F-HR · $66.94B reported · 1 holdings listed · largest holding: MS · analysis · SEC ↗

Q4 2025
Feb 04 First Eagle Investment Management, LLC

13F-HR · $56.82B reported · 597 holdings listed · 1 other managers included · largest holding: GOOG · analysis · SEC ↗

Q4 2025
Feb 04 Pacer Advisors, Inc.

13F-HR · $39.15B reported · 3,829 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Feb 04 Swiss Life Asset Management Ltd

13F-HR · $19.62B reported · 1,877 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 04 VIRGINIA RETIREMENT SYSTEMS ET Al

13F-HR · $16.81B reported · 949 holdings listed · SEC ↗

Q4 2025
Feb 04 National Mutual Insurance Federation of…

13F-HR · $13.64B reported · 42 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 04 ABN AMRO Bank N.V.

13F-HR · $10.63B reported · 231 holdings listed · SEC ↗

Q4 2025
Feb 04 Madison Asset Management, LLC

13F-HR · $8.70B reported · 342 holdings listed · SEC ↗

Q4 2025
← Previous Page 73 / 113 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