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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
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
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 8,201–8,300 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 28 FWG Investments, LLC.

$156.98M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 28 Meadow Creek Wealth Advisors LLC

$156.41M reported · 138 holdings listed · SEC ↗

Q4 2025
Jan 28 LifeSteps Financial, Inc.

$156.25M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 28 TABR Capital Management, LLC amended

$149.87M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 28 Dentgroup LLC

$145.62M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 28 Davis Capital Management

$145.30M reported · 603 holdings listed · SEC ↗

Q4 2025
Jan 28 Nvest Wealth Strategies, Inc.

$136.28M reported · 216 holdings listed · SEC ↗

Q4 2025
Jan 28 Global Trust Wealth Management LLC

$134.96M reported · 85 holdings listed · SEC ↗

Q4 2025
Jan 28 WPG Advisers, LLC

$134.74M reported · 1,477 holdings listed · SEC ↗

Q4 2025
Jan 28 Nicholson Meyer Capital Management, Inc.

$132.20M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 28 Palacios Wealth Management, LLC

$130.62M reported · 68 holdings listed · SEC ↗

Q4 2025
Jan 28 Momentum Wealth Planning, LLC

$128.19M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 28 Outfitters Financial Llc

$127.11M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 28 Capelight Capital Asset Management LP amended

$126.09M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 28 Laurus Global Equity Management Inc.

$122.81M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 28 Delta Wealth Advisors LLC

$119.45M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 28 Arbor Capital Management Inc /Adv

$119.22M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 28 Peapod Lane Capital LLC

$117.53M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 28 First Financial Group Corp

$117.52M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 28 APS Management Group, Inc.

$116.82M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 28 Rosenthal {-} Henry Capital Advisors, Inc.

$107.93M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 28 Aureum Wealth Management, LLC

$107.76M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 28 Applied Fundamental Research, LLC

$100.68M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 28 Walleye Partners, LLC

$90.00M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 28 Carnegie Mellon University

$89.30M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 28 Franchise GP Ltd

$88.76M reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 28 PMG Family Office LLC

$86.52M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 28 Mowery & Schoenfeld Wealth Management, LLC

$68.99M reported · 475 holdings listed · SEC ↗

Q4 2025
Jan 28 DekaBank Deutsche Girozentrale

$57.86M reported · 1,980 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 28 ICG Advisors, LLC

$37.01M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 28 Israel Discount Bank of New York

$36.75M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 28 Cabana Llc

$13.35M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 28 Migdal Insurance & Financial Holdings Ltd.

$11.63M reported · 346 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 28 Crown Advisors Management, Inc.

$1.69M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 28 Southern Farm Bureau Life Insurance

$968,395 reported · 16 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 28 White Pine Investment CO

$424,397 reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 28 Campbell Capital Management Inc

$297,899 reported · 112 holdings listed · SEC ↗

Q4 2025
Jan 28 Bull Street Advisors, LLC

$215,117 reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 28 Elite Income Advisors, Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Lutheran Church Missouri Synod Foundation

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 RBC Private Counsel (USA) Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 RBC Phillips, Hager & North Investment Counsel Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Security Investors Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Manufacturers & Traders Trust Co

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Trust Investment Management, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Lebenthal Diversified Asset Management Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Lion Global Investors Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Lee Bank

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Migdal Mutual Funds Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Boston Trust Walden National Association

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Universal-Investment Ireland Fund Management Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Paradice Investment Management Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Trust Investment Advisors, Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 UI BVK Kapitalverwaltungsgesellschaft mbH

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Migdal Investment Portfolio Management (1998) Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Fidante Partners Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Universal-Investment-Gesellschaft mbH

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Frost Investment Advisors, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Royal Trust Corp Of Canada/

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Migdal Makefet Pension Funds & Provident Funds Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Trust Co

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Trust, National Association

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Funds Management Corp

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Migdal Insurance Co Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Guggenheim Funds Investment Advisors, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Sunamerica Asset Management, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Universal-Investment-Luxembourg S.A.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Wilmington Trust Asset Management, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Citizens & Northern Bank

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Boston Trust Walden Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 28 Guggenheim Funds Distributors, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 27 Ninety One UK Ltd

$46.64B reported · 225 holdings listed · largest holding: MSFT · analysis · SEC ↗

Q4 2025
Jan 27 Zurcher Kantonalbank (Zurich Cantonalbank)

$46.34B reported · 2,545 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 27 Asset Management One Co., Ltd.

$35.97B reported · 939 holdings listed · largest holding: IVV · analysis · SEC ↗

Q4 2025
Jan 27 TD Waterhouse Canada Inc.

$16.08B reported · 2,042 holdings listed · 1 other managers included · largest holding: RY · analysis · SEC ↗

Q4 2025
Jan 27 Regions Financial Corp

$15.62B reported · 1,013 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 27 Vantagepoint Investment Advisers Llc

$12.42B reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 27 Forum Financial Management, LP

$7.69B reported · 1,127 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 27 Gf Fund Management Co. Ltd.

$5.85B reported · 643 holdings listed · SEC ↗

Q4 2025
Jan 27 Japan Post Holdings Co., Ltd.

$5.77B reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 27 Local Pensions Partnership Investment Ltd

$5.68B reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 27 Evergreen Capital Management Llc

$4.48B reported · 2,040 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 27 WestEnd Advisors, LLC

$4.29B reported · 390 holdings listed · SEC ↗

Q4 2025
Jan 27 Busey Bank

$3.79B reported · 628 holdings listed · SEC ↗

Q4 2025
Jan 27 Miller Howard Investments Inc /Ny

$3.31B reported · 140 holdings listed · SEC ↗

Q4 2025
Jan 27 Focused Investors LLC

$3.14B reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 27 Krilogy Financial LLC

$2.94B reported · 920 holdings listed · SEC ↗

Q4 2025
Jan 27 Tokio Marine Asset Management Co Ltd

$2.90B reported · 524 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 27 Hennessy Advisors Inc

$2.82B reported · 283 holdings listed · SEC ↗

Q4 2025
Jan 27 Belpointe Asset Management LLC

$2.77B reported · 1,019 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 27 Brighton Jones Llc

$2.71B reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 27 Ninety One North America, Inc.

$2.47B reported · 102 holdings listed · SEC ↗

Q4 2025
Jan 27 GHP Investment Advisors, Inc.

$2.43B reported · 1,187 holdings listed · SEC ↗

Q4 2025
Jan 27 Davidson Investment Advisors

$2.40B reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 27 Birch Hill Investment Advisors LLC

$2.39B reported · 200 holdings listed · SEC ↗

Q4 2025
Jan 27 Steele Capital Management, Inc.

$2.33B reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 27 Ninety One SA (PTY) Ltd

$2.32B reported · 96 holdings listed · SEC ↗

Q4 2025
Jan 27 PFG Advisors

$2.06B reported · 767 holdings listed · SEC ↗

Q4 2025
Jan 27 First Horizon Corp

$2.06B reported · 2,215 holdings listed · SEC ↗

Q4 2025
Jan 27 Smith Salley Wealth Management

$2.02B reported · 264 holdings listed · SEC ↗

Q4 2025
← Previous Page 83 / 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