★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
BLSH Bullish +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
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 8,101–8,200 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 23 Anb Bank

$246.63M reported · 197 holdings listed · SEC ↗

Q3 2025
Oct 23 Conway Capital Management, Inc.

$238.32M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 23 Nova R Wealth, Inc.

$235.85M reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 23 Wd Rutherford Llc

$235.13M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 23 Investors Asset Management Of Georgia Inc /Ga/ /Adv

$235.03M reported · 179 holdings listed · SEC ↗

Q3 2025
Oct 23 Burford Brothers, Inc.

$233.90M reported · 167 holdings listed · SEC ↗

Q3 2025
Oct 23 Investmark Advisory Group LLC

$230.58M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 23 RWQ Financial Management Services, Inc.

$230.48M reported · 23 holdings listed · SEC ↗

Q3 2025
Oct 23 StoneCrest Wealth Management, Inc.

$228.22M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 23 Prodigy Asset Management LLC

$221.55M reported · 24 holdings listed · SEC ↗

Q3 2025
Oct 23 Finley Financial, LLC

$216.17M reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 23 Steinberganna Wealth Management

$212.60M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 23 Summit Place Financial Advisors, LLC

$212.20M reported · 101 holdings listed · SEC ↗

Q3 2025
Oct 23 A&I Financial Services, Llc

$204.89M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 23 Signature Wealth Management Partners, LLC

$191.03M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 23 Foundry Financial Group, Inc.

$190.43M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 23 Level Wealth Management LLC

$189.98M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 23 Chokshi & Queen Wealth Advisors, Inc

$188.90M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 23 Motiv8 Investments LLC

$187.97M reported · 104 holdings listed · SEC ↗

Q3 2025
Oct 23 First Bancorp, Inc /ME/

$187.91M reported · 232 holdings listed · SEC ↗

Q3 2025
Oct 23 Trevian Wealth Management LLC

$186.31M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 23 Clarity Capital Advisors, LLC

$183.65M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 23 West Bancorporation Inc

$179.85M reported · 110 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 23 Visionary Horizons, Llc

$179.23M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 23 Yardley Wealth Management LLC

$179.00M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 23 Granite Group Advisors, LLC

$165.13M reported · 79 holdings listed · SEC ↗

Q3 2025
Oct 23 E Fund Management (Hong Kong) Co., Ltd.

$164.28M reported · 358 holdings listed · SEC ↗

Q3 2025
Oct 23 Lee, Kelleher & Klein Wealth Management

$162.36M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 23 Lam Group, Inc.

$161.33M reported · 72 holdings listed · SEC ↗

Q3 2025
Oct 23 Palouse Capital Management, Inc.

$157.24M reported · 134 holdings listed · SEC ↗

Q3 2025
Oct 23 McCarthy Asset Management, Inc.

$155.76M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 23 Sarver Vrooman Wealth Advisors

$155.59M reported · 130 holdings listed · SEC ↗

Q3 2025
Oct 23 SLT Holdings LLC

$154.64M reported · 139 holdings listed · SEC ↗

Q3 2025
Oct 23 Silver Oak Wealth Advisors Services, Llc

$151.77M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 23 Wingate Wealth Advisors, Inc.

$144.36M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 23 Apex Wealth Management, LLC

$139.88M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 23 Asset Planning,Inc

$138.19M reported · 296 holdings listed · SEC ↗

Q3 2025
Oct 23 Sound Financial Strategies Group, LLC

$136.98M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 23 Cathy Pareto & Associates, Inc

$132.56M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 23 Kennon-Green & Company, LLC

$128.83M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 23 Integras Partners LLC

$123.77M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 23 Outfitters Financial Llc

$123.65M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 23 Abbington Investment Group

$116.80M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 23 Nestegg Advisors, Inc.

$112.64M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 23 Canaan Partners XI LLC

$102.86M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 23 Waycross Investment Management Co

$98.02M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 23 FinDec Wealth Services, Inc.

$96.58M reported · 34 holdings listed · SEC ↗

Q3 2025
Oct 23 Barnes Dennig Private Wealth Management LLC

$93.07M reported · 298 holdings listed · SEC ↗

Q3 2025
Oct 23 Wedgewood Investors Inc /Pa/

$91.19M reported · 105 holdings listed · SEC ↗

Q3 2025
Oct 23 Invested Advisors

$68.65M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 23 Liberty Street Advisors, Inc.

$64.53M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 23 SG Americas Securities, LLC

$29.66M reported · 3,354 holdings listed · SEC ↗

Q3 2025
Oct 23 Park Avenue Securities Llc

$12.81M reported · 1,630 holdings listed · SEC ↗

Q3 2025
Oct 23 CX Institutional

$3.29M reported · 1,375 holdings listed · SEC ↗

Q3 2025
Oct 23 Foster & Motley Inc

$1.86M reported · 393 holdings listed · SEC ↗

Q3 2025
Oct 23 JTC Employer Solutions Trustee Ltd

$1.17M reported · 315 holdings listed · SEC ↗

Q3 2025
Oct 23 Sivik Global Healthcare LLC

$343,709 reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 23 Lesa Sroufe & Co

$123,789 reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 23 Groesbeck Investment Management Corp /Nj/ 2 reports combined

$108,242 reported · 115 holdings listed · SEC ↗

Oct 23–Oct 23
Oct 23 Silchester Partners Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 UMC Benefit Board, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Benjamin F. Edwards & Company, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Wespath Institutional Investments LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Benjamin F. Edwards Wealth Management, LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 GREAT EASTERN TRUST PRIVATE Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Silchester Continuation Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 GREAT EASTERN LIFE ASSURANCE Co Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Destra Capital Advisors LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 HSBC Global Asset Management (Hong Kong) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 23 Natixis Investment Managers International

value not stated on cover page · SEC ↗

Q3 2025
Oct 22 Robeco Institutional Asset Management B.V.

$69.03B reported · 857 holdings listed · 2 other managers included · analysis · SEC ↗

Q3 2025
Oct 22 Cerity Partners LLC

$61.67B reported · 2,739 holdings listed · analysis · SEC ↗

Q3 2025
Oct 22 Asset Management One Co., Ltd.

$34.51B reported · 946 holdings listed · analysis · SEC ↗

Q3 2025
Oct 22 D.A. Davidson & Co.

$15.63B reported · 1,533 holdings listed · SEC ↗

Q3 2025
Oct 22 Greenleaf Trust

$11.00B reported · 1,325 holdings listed · SEC ↗

Q3 2025
Oct 22 Vaughan Nelson Investment Management, L.P.

$11.00B reported · 696 holdings listed · 9 other managers included · SEC ↗

Q3 2025
Oct 22 Railway Pension Investments Ltd

$7.38B reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 22 Dsm Capital Partners Llc

$7.02B reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 22 Mizuho Securities Usa Llc

$4.93B reported · 712 holdings listed · SEC ↗

Q3 2025
Oct 22 WestEnd Advisors, LLC

$4.28B reported · 390 holdings listed · SEC ↗

Q3 2025
Oct 22 Chicago Capital, LLC

$4.06B reported · 360 holdings listed · SEC ↗

Q3 2025
Oct 22 Geneos Wealth Management Inc.

$3.94B reported · 2,462 holdings listed · SEC ↗

Q3 2025
Oct 22 MassMutual Private Wealth & Trust, FSB

$3.93B reported · 2,398 holdings listed · SEC ↗

Q3 2025
Oct 22 Adams Diversified Equity Fund, Inc.

$2.97B reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 22 Daymark Wealth Partners, Llc

$2.95B reported · 600 holdings listed · SEC ↗

Q3 2025
Oct 22 Hennion & Walsh Asset Management, Inc.

$2.76B reported · 941 holdings listed · SEC ↗

Q3 2025
Oct 22 CoreCap Advisors, LLC

$2.75B reported · 2,788 holdings listed · SEC ↗

Q3 2025
Oct 22 CWA Asset Management Group, LLC

$2.70B reported · 660 holdings listed · SEC ↗

Q3 2025
Oct 22 First Merchants Corp

$2.65B reported · 523 holdings listed · SEC ↗

Q3 2025
Oct 22 Gladstone Institutional Advisory LLC

$2.60B reported · 784 holdings listed · SEC ↗

Q3 2025
Oct 22 Index Fund Advisors, Inc.

$2.06B reported · 145 holdings listed · SEC ↗

Q3 2025
Oct 22 Cerity Partners OCIO LLC

$1.96B reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 22 Community Trust & Investment Co

$1.86B reported · 263 holdings listed · SEC ↗

Q3 2025
Oct 22 Sofi Wealth, Llc

$1.86B reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 22 Sather Financial Group Inc

$1.84B reported · 132 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 22 North Star Investment Management Corp.

$1.56B reported · 1,321 holdings listed · SEC ↗

Q3 2025
Oct 22 Kathmere Capital Management, LLC

$1.41B reported · 536 holdings listed · SEC ↗

Q3 2025
Oct 22 Mcdaniel Terry & Co

$1.24B reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 22 Galvin, Gaustad & Stein, LLC

$1.23B reported · 206 holdings listed · SEC ↗

Q3 2025
Oct 22 DT Investment Partners, LLC

$1.18B reported · 582 holdings listed · SEC ↗

Q3 2025
← Previous Page 82 / 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