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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
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

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 8,401–8,500 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 27 Aspiring Ventures, LLC

$293.97M reported · 153 holdings listed · SEC ↗

Q4 2025
Jan 27 Silver Coast Investments LLC

$290.12M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 27 Chaney Capital Management, Inc.

$289.77M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 27 Keeler & Nadler Financial Planning & Wealth…

$288.44M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 27 Benson Investment Management Company, Inc.

$286.50M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 27 Autumn Glory Partners, LLC

$285.35M reported · 257 holdings listed · 5 other managers included · SEC ↗

Q4 2025
Jan 27 Global Financial Private Client, LLC

$285.31M reported · 333 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 27 Sharper & Granite LLC

$283.92M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 27 Highview Capital Management LLC/DE/

$283.46M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 27 Wealthspan Partners, Llc

$275.26M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 27 Ticino Wealth

$269.78M reported · 139 holdings listed · SEC ↗

Q4 2025
Jan 27 Members Advisory Group LLC

$265.27M reported · 31 holdings listed · SEC ↗

Q4 2025
Jan 27 Richards, Merrill & Peterson, Inc.

$260.89M reported · 273 holdings listed · SEC ↗

Q4 2025
Jan 27 Hoertkorn Richard Charles

$257.43M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 27 Grunden Financial Advisory, Inc.

$255.94M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 27 Mine & Arao Wealth Creation & Management, LLC.

$255.51M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 27 Mills Wealth Advisors LLC

$253.56M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 27 Lecap Asset Management Ltd

$251.08M reported · 277 holdings listed · SEC ↗

Q4 2025
Jan 27 5T Wealth, LLC

$250.33M reported · 127 holdings listed · SEC ↗

Q4 2025
Jan 27 WealthCollab, LLC

$244.45M reported · 1,112 holdings listed · SEC ↗

Q4 2025
Jan 27 Pavion Blue Capital, LLC

$240.83M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 27 Dravo Bay Llc

$240.66M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 27 Davidson Trust Co

$239.81M reported · 259 holdings listed · SEC ↗

Q4 2025
Jan 27 Silphium Asset Management Ltd

$235.87M reported · 47 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 27 Latitude Advisors, LLC

$227.26M reported · 224 holdings listed · SEC ↗

Q4 2025
Jan 27 Family Capital Management, Inc.

$225.11M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 27 Darrow Company, Inc.

$222.50M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 27 Genoa Capital Gestora de Recursos Ltda.

$218.80M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 27 Sitrin Capital Management LLC

$210.75M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 27 Sterling Group Wealth Management, LLC

$206.60M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 27 International City Management Association…

$196.95M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 27 Vestia Personal Wealth Advisors

$196.82M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 27 Jones Kertz & Associates, Inc.

$194.56M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 27 Friedenthal Financial

$194.45M reported · 251 holdings listed · SEC ↗

Q4 2025
Jan 27 Crystal Rock Capital Management

$189.22M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 27 Semus Wealth Partners LLC

$185.64M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 27 Stephenson & Company, Inc.

$182.05M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 27 Farrow Financial, Inc.

$174.04M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 27 Finivi Inc.

$172.88M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 27 Tranquilli Financial Advisor LLC

$172.36M reported · 130 holdings listed · SEC ↗

Q4 2025
Jan 27 Magnolia Wealth Management, LLC

$167.36M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 27 GraniteShares Advisors LLC amended

$164.65M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 27 Graphene Investments SAS

$159.53M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 27 Holcombe Financial, Inc.

$159.27M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 27 Lakeside Advisors, INC.

$156.37M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 27 Antonelli Financial Advisors, LLC

$152.06M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 27 Foundation Wealth Management, LLC

$151.94M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 27 Vista Finance, Llc

$151.23M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 27 MontVue Capital Management, Inc.

$150.32M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 27 Stillwater Wealth Management Group

$147.46M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 27 Keystone Financial Services, LLC

$146.83M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 27 Elevate Wealth Advisory, Inc

$146.27M reported · 122 holdings listed · SEC ↗

Q4 2025
Jan 27 Strategic Value Bank Partners Llc

$146.08M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 27 Phil A. Younker & Associates, Ltd.

$143.41M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 27 Tme Financial, Inc.

$142.38M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 27 Hedges Asset Management LLC

$141.80M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 27 Cannon Wealth Management Services, LLC

$141.67M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 27 Piar Llc

$141.09M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 27 Morey & Quinn Wealth Partners, LLC

$139.27M reported · 131 holdings listed · SEC ↗

Q4 2025
Jan 27 Bayforest Capital Ltd

$134.18M reported · 778 holdings listed · SEC ↗

Q4 2025
Jan 27 Bonfire Financial

$133.93M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 27 Joel Adams & Associates, Inc.

$133.03M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 27 Fiduciary Advisors, Inc.

$131.46M reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 27 Miramar Fiduciary Corp

$129.25M reported · 5 holdings listed · SEC ↗

Q4 2025
Jan 27 Warm Springs Advisors Inc.

$129.25M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 27 Benningfield Financial Advisors, Llc

$127.76M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 27 US Asset Management LLC

$122.48M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 27 Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

$122.04M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 27 Bosman Wealth Management, LLC

$121.76M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 27 Emissary Wealth LLC

$119.03M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 27 Fortitude Financial, LLC

$117.85M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 27 OV Management LLC

$115.46M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 27 BLVD Private Wealth, LLC

$114.88M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 27 Bolthouse Investments, LLC

$112.49M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 27 Fiscal Wisdom Wealth Management, LLC

$106.12M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 27 Portus Wealth Advisors, LLC

$105.98M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 27 HighRoad Wealth Advisors, LLC

$104.74M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 27 Measured Risk Portfolios, Inc.

$100.87M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 27 Benchmark Financial, LLC

$100.33M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 27 Michael Brady & Co., LLC

$100.21M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 27 Arnold Financial Planning LLC

$97.00M reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 27 Breachway Investments LLC

$94.82M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 27 Northern Financial Advisors Inc

$87.48M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 27 Wellment Financial

$85.14M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 27 York GP, Ltd.

$77.98M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 27 Mayar Capital Ltd.

$73.65M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 27 Davies Financial Advisors, Inc.

$54.06M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 27 Cannon Global Investment Management, LLC

$39.78M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 27 Acute Investment Advisory, Llc

$10.32M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 27 Bank of Italy

$2.30M reported · 8 holdings listed · SEC ↗

Q4 2025
Jan 27 Deroy & Devereaux Private Investment Counsel Inc

$2.06M reported · 176 holdings listed · SEC ↗

Q4 2025
Jan 27 Baskin Financial Services Inc.

$1.33M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 27 Acuitas Investments, LLC

$496,543 reported · 1 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 27 Q3 Asset Management

$436,897 reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 27 Summit Rock Advisors, LP

$228,447 reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 27 Ring Mountain Capital, LLC

$195,060 reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 27 Lakehouse Capital Pty Ltd

$138,667 reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 27 Rye Brook Capital LLC

$107,031 reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 27 Magnolia Capital Management Ltd

$13,442 reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 27 NNS Holding

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

Q4 2025
← Previous Page 85 / 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