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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
MIAX Miami International… +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
LGN Legence Corp. Class… +13 +13 15

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
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
NTES NetEase, Inc. -5 −5 16
BL BlackLine, Inc. -4 −6 15

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 7,601–7,700 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 28 Sutton Place Investors Llc

$175.40M reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 28 TLW Wealth Management, LLC

$174.74M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 28 Presper Financial Architects, LLC

$172.37M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 28 Kingstone Capital Partners Texas, LLC amended

$172.34M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 28 Melfa Wealth Management, Inc.

$170.57M reported · 195 holdings listed · SEC ↗

Q3 2025
Oct 28 Insight Inv LLC

$170.32M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 28 Ptm Wealth Management, Llc

$167.55M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 28 Fischer Investment Strategies, Llc

$166.69M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 28 Greenhouse Wealth Management, LLC

$166.51M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 28 Ariston Services Group

$165.94M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 28 Klein Pavlis & Peasley Financial, Inc.

$162.89M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 28 Peoples Bank /Oh

$162.74M reported · 140 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 28 Kerusso Capital Management LLC

$162.69M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 28 Applied Capital LLC/FL

$162.15M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 28 Richardson Financial Services Inc.

$161.31M reported · 1,024 holdings listed · 7 other managers included · SEC ↗

Q3 2025
Oct 28 Sunbeam Capital Management, LLC

$160.90M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 28 Erickson Financial Group, LLC

$159.23M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 28 Gerber, Llc

$159.17M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 28 Hestia Capital Management, LLC

$157.76M reported · 17 holdings listed · SEC ↗

Q3 2025
Oct 28 Foundation Wealth Management, LLC

$156.47M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 28 Tassel Capital Management, Inc.

$156.23M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 28 Eq Wealth Advisors, Llc

$152.20M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 28 Forbes Financial Planning, Inc.

$151.27M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 28 Blodgett Wealth Advisors, Llc amended

$145.19M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 28 Elevate Capital Advisors, LLC

$143.44M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 28 Keystone Financial Services, LLC

$142.88M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 28 Genesis Wealth Advisors, LLC

$141.84M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 28 Safir Wealth Advisors, LLC

$141.56M reported · 16 holdings listed · SEC ↗

Q3 2025
Oct 28 Washington Capital Management, Inc

$140.16M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 28 Littlejohn Financial Services, Inc.

$137.17M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 28 Forefront Wealth Management Inc.

$136.35M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 28 SageOak Financial, LLC

$135.98M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 28 Morey & Quinn Wealth Partners, LLC

$135.68M reported · 131 holdings listed · SEC ↗

Q3 2025
Oct 28 Koa Wealth Management, LLC

$134.85M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 28 Retirement Planning Group, Llc / Ny

$133.70M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 28 Avantra Family Wealth, Inc.

$133.63M reported · 161 holdings listed · SEC ↗

Q3 2025
Oct 28 Pine Brook Road Advisors, L.P.

$130.86M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 28 Clear Point Advisors Inc.

$128.69M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 28 Piscataqua Savings Bank

$128.08M reported · 460 holdings listed · SEC ↗

Q3 2025
Oct 28 Reliant Investment Partners, LLC

$127.61M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 28 Kuhn & Co Investment Counsel

$126.39M reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 28 Argus Investors' Counsel, Inc.

$125.76M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 28 Journey Beyond Wealth, LLC

$121.56M reported · 30 holdings listed · SEC ↗

Q3 2025
Oct 28 NorthLanding Financial Partners, LLC

$119.82M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 28 MeadowBrook Investment Advisors LLC

$116.47M reported · 187 holdings listed · SEC ↗

Q3 2025
Oct 28 Dynamic Financial Group

$115.18M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 28 Houlihan Financial Resource Group, Ltd.

$113.85M reported · 72 holdings listed · SEC ↗

Q3 2025
Oct 28 Figure 8 Investment Strategies Llc

$112.23M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 28 4Wealth Advisors, Inc.

$111.96M reported · 136 holdings listed · SEC ↗

Q3 2025
Oct 28 Bolthouse Investments, LLC

$110.32M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 28 Curat Global, LLC

$106.57M reported · 297 holdings listed · SEC ↗

Q3 2025
Oct 28 BXM Wealth LLC

$105.57M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 28 Private Harbour Investment Management & Counsel, LLC

$96.60M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 28 Navigation Wealth Management, Inc.

$68.07M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 28 Cannon Global Investment Management, LLC

$66.52M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 28 MAS Advisors LLC

$63.17M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 28 Portland Financial Advisors Inc

$46.91M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 28 Prossimo Advisors, LLC

$13.59M reported · 31 holdings listed · SEC ↗

Q3 2025
Oct 28 Fjarde Ap-Fonden /Fourth Swedish National Pension…

$11.60M reported · 465 holdings listed · SEC ↗

Q3 2025
Oct 28 Belfer Management LLC

$7.20M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 28 PGGM Investments

$6.18M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 28 Deroy & Devereaux Private Investment Counsel Inc

$2.00M reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 28 WoodTrust Financial Corp

$839,780 reported · 252 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 28 Dillon & Associates Inc

$777,745 reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 28 Community Bank & Trust, Waco, Texas

$484,677 reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 28 Packer & Co Ltd

$361,855 reported · 9 holdings listed · SEC ↗

Q3 2025
Oct 28 Syquant Capital Sas

$348,432 reported · 17 holdings listed · SEC ↗

Q3 2025
Oct 28 Cairn Investment Group, Inc.

$219,402 reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 28 Bull Street Advisors, LLC

$214,224 reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 28 Ampfield Management, L.P.

$89,721 reported · 4 holdings listed · SEC ↗

Q3 2025
Oct 28 Conning Investment Products, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Allianz Investments III Luxembourg S.A.

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Middlefield Ventures, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 HSBC Bank Bermuda Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 HSBC Global Asset Management (UK) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Intel Capital Corp

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Yelin Lapidot Provident Funds Management Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 WoodTrust Bank

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Intel Overseas Funding Corp

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 NBT Capital Management, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Yelin Lapidot Mutual Funds Management Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Regents Park Funds, LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 28 Nalanda India Fund LTD

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Sumitomo Mitsui Trust Group, Inc.

$173.80B reported · 1,050 holdings listed · 5 other managers included · analysis · SEC ↗

Q3 2025
Oct 27 Nordea Investment Management Ab

$114.17B reported · 1,956 holdings listed · 3 other managers included · analysis · SEC ↗

Q3 2025
Oct 27 Belvedere Trading LLC

$86.85B reported · 888 holdings listed · analysis · SEC ↗

Q3 2025
Oct 27 Stephens Inc /Ar/

$7.85B reported · 1,321 holdings listed · SEC ↗

Q3 2025
Oct 27 Manning & Napier Advisors Llc

$7.84B reported · 451 holdings listed · SEC ↗

Q3 2025
Oct 27 Japan Post Holdings Co., Ltd.

$5.84B reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 27 Concurrent Investment Advisors, LLC

$5.83B reported · 1,497 holdings listed · SEC ↗

Q3 2025
Oct 27 Eastern Bank

$5.63B reported · 1,424 holdings listed · SEC ↗

Q3 2025
Oct 27 Donor Advised Charitable Giving, Inc.

$4.96B reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 27 Robeco Schweiz AG

$4.45B reported · 128 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 27 Td Private Client Wealth Llc

$4.44B reported · 1,535 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 27 GRIMES & Co WEALTH MANAGEMENT, LLC

$4.05B reported · 517 holdings listed · SEC ↗

Q3 2025
Oct 27 Exencial Wealth Advisors, Llc

$3.07B reported · 528 holdings listed · SEC ↗

Q3 2025
Oct 27 Mackay Shields Llc

$2.94B reported · 354 holdings listed · 7 other managers included · SEC ↗

Q3 2025
Oct 27 Retirement Planning Group, LLC

$2.88B reported · 407 holdings listed · SEC ↗

Q3 2025
Oct 27 Tokio Marine Asset Management Co Ltd

$2.81B reported · 535 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 27 Bogart Wealth, LLC

$2.47B reported · 1,529 holdings listed · SEC ↗

Q3 2025
← Previous Page 77 / 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