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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 7,901–8,000 of 10,726 managers that reported this season
One row per manager: these managers filed 11,282 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Jan 29 Argyle Capital Management, LLC

$299.50M reported · 137 holdings listed · SEC ↗

Q4 2025
Jan 29 Ariose Capital Management Ltd

$298.50M reported · 14 holdings listed · SEC ↗

Q4 2025
Jan 29 Lazari Capital Management, Inc. amended

$297.65M reported · 166 holdings listed · SEC ↗

Q4 2025
Jan 29 ODonnell Financial Services, LLC

$292.52M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 29 Elevated Financial Group LLC

$289.09M reported · 131 holdings listed · SEC ↗

Q4 2025
Jan 29 Carmel Capital Partners, LLC

$284.81M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 29 Seven Post Investment Office LP

$279.69M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 29 Dupree Financial Group, LLC

$274.44M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 29 BKM Wealth Management, LLC

$273.52M reported · 146 holdings listed · SEC ↗

Q4 2025
Jan 29 State of New Jersey Common Pension Fund A

$269.97M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 29 Alexis Investment Partners, LLC

$268.64M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 29 Wheelhouse Advisory Group LLC

$262.86M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 29 S.A. Mason LLC

$252.91M reported · 261 holdings listed · SEC ↗

Q4 2025
Jan 29 TKG Advisors, LLC

$247.94M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 29 Prospect Hill Management, LLC

$247.43M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 29 Cherokee Insurance Co

$246.69M reported · 121 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 29 Tumwater Wealth Management, LLC

$245.37M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 29 Avalon Advisory Group

$245.06M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 29 Porter White Investment Advisors, Inc.

$243.85M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 29 Verisail Partners, LLC

$243.47M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 29 St. Johns Investment Management Company, LLC

$239.77M reported · 191 holdings listed · SEC ↗

Q4 2025
Jan 29 Mendel Money Management

$238.92M reported · 147 holdings listed · SEC ↗

Q4 2025
Jan 29 Howard Wealth Management, Llc

$229.00M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 29 Spider Management Company, LLC

$224.73M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 29 Matisse Capital

$224.37M reported · 195 holdings listed · SEC ↗

Q4 2025
Jan 29 Advantage Trust Co

$222.01M reported · 161 holdings listed · SEC ↗

Q4 2025
Jan 29 Higgins & Schmidt Wealth Strategies LLC

$211.13M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 29 Viewpoint Investment Partners Corp

$210.11M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 29 Midwest Capital Advisors, LLC

$208.74M reported · 192 holdings listed · SEC ↗

Q4 2025
Jan 29 LCM Capital Management Inc

$206.91M reported · 114 holdings listed · SEC ↗

Q4 2025
Jan 29 Eads & Heald Wealth Management

$206.71M reported · 141 holdings listed · SEC ↗

Q4 2025
Jan 29 Mader & Shannon Wealth Management, Inc.

$204.03M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 29 4Thought Financial Group Inc.

$201.93M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 29 Prepared Retirement Institute LLC

$198.71M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 29 Brown Financial Advisory

$197.85M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 29 Horizon Advisory Services, Inc.

$197.63M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 29 Strategic Investment Management, Llc

$197.30M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 29 OMNI 360 Wealth, Inc.

$195.30M reported · 126 holdings listed · SEC ↗

Q4 2025
Jan 29 LFA - Lugano Financial Advisors SA

$193.69M reported · 235 holdings listed · SEC ↗

Q4 2025
Jan 29 Jim Saulnier & Associates, Llc

$192.93M reported · 139 holdings listed · SEC ↗

Q4 2025
Jan 29 Guardian Asset Advisors, LLC

$192.27M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 29 Atlas Venture Advisors, Inc.

$191.56M reported · 3 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 29 West Bancorporation Inc

$190.85M reported · 98 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 29 Broadway Wealth Solutions, Inc.

$187.24M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 29 Hoge Financial Services, Llc

$185.54M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 29 Stilwell Value LLC

$181.39M reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 29 MWA Asset Management

$179.45M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 29 Legacies Wealth LLC

$176.93M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 29 First National Bank of Hutchinson

$170.71M reported · 159 holdings listed · SEC ↗

Q4 2025
Jan 29 Traction Financial Partners, LLC

$168.72M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 29 Prentiss Smith & Co Inc

$167.40M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 29 Bravias Capital Group, LLC

$165.38M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 29 Camelot Portfolios, LLC

$163.24M reported · 621 holdings listed · SEC ↗

Q4 2025
Jan 29 Live Oak Investment Partners

$162.74M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 29 Axecap Investments, LLC

$162.14M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 29 Peoples Bank /Oh

$161.20M reported · 143 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 29 Riverbend Wealth Management, LLC

$161.07M reported · 151 holdings listed · SEC ↗

Q4 2025
Jan 29 Strategent Financial, LLC

$158.01M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 29 Silver Oak Wealth Advisors Services, Llc

$155.05M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 29 Rareview Capital LLC

$154.15M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 29 Brindle & Bay Financial Advisors, LLC

$150.25M reported · 68 holdings listed · SEC ↗

Q4 2025
Jan 29 Merkkuri Wealth Advisors LLC

$146.94M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 29 Koa Wealth Management, LLC

$145.64M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 29 Blodgett Wealth Advisors, Llc

$143.29M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 29 Financial Life Planners

$139.31M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 29 Renaissance Capital LLC

$138.79M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 29 Coquina Private Wealth LLC

$124.76M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 29 Integras Partners LLC

$123.78M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 29 Washington Capital Management, Inc

$123.22M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 29 ArborFi Advisors, LLC

$123.20M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 29 Hestia Capital Management, LLC

$120.70M reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 29 Investment Management Corp /Va/ /Adv

$119.25M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 29 Eagle Wealth Advisors LLC

$117.31M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 29 Approach Retirement Advisors, LLC

$116.08M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 29 Hegarty Advisors, LLC

$115.20M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 29 M Wealth Management, LLC

$114.90M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 29 Directional Asset Management

$114.03M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 29 Quest 10 Wealth Builders, Inc.

$111.78M reported · 818 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 29 Finhabits Advisors LLC

$106.55M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 29 High Point Wealth Management, LLC

$106.51M reported · 247 holdings listed · SEC ↗

Q4 2025
Jan 29 Weber Capital Management Llc /Adv

$105.90M reported · 14 holdings listed · SEC ↗

Q4 2025
Jan 29 Traub Capital Management LLC

$103.96M reported · 135 holdings listed · SEC ↗

Q4 2025
Jan 29 Hobbs Wealth Management, LLC

$102.72M reported · 21 holdings listed · SEC ↗

Q4 2025
Jan 29 State of New Jersey Common Pension Fund E

$91.17M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 29 Children's Medical Center Corp

$88.73M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 29 Wise Wealth Partners

$69.67M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 29 Navigation Wealth Management, Inc.

$67.33M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 29 New Jersey Better Educational Savings Trust

$58.74M reported · 9 holdings listed · SEC ↗

Q4 2025
Jan 29 Arlington Partners LLC

$14.06M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 29 Teachers Retirement System Of The State Of Kentucky

$13.34M reported · 3,749 holdings listed · 27 other managers included · SEC ↗

Q4 2025
Jan 29 Spurstone Advisory Services, LLC

$6.36M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 29 Oakland Financial Corp

$6.04M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 29 Sentinel Trust Co Lba

$1.02M reported · 133 holdings listed · SEC ↗

Q4 2025
Jan 29 Speece Thorson Capital Group Inc

$461,952 reported · 42 holdings listed · SEC ↗

Q4 2025
Jan 29 University of Maryland Foundation, Inc.

$5,324 reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 29 New Century Financial Group, LLC

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

Q4 2025
Jan 29 Coronation International Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 29 HSBC GLOBAL ASSET MANAGEMENT (SINGAPORE) Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 29 Impax Asset Management Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 29 Vanguard Global Advisers, LLC

value not stated on cover page · SEC ↗

Q4 2025
← Previous Page 80 / 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