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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 8,701–8,800 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 26 Haven Global Partners, LLC

$136.11M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 26 Kampmann Melissa S.

$135.22M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 26 Farnam Financial LLC

$132.87M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 26 DBK Financial Counsel, LLC

$130.22M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 26 NorthLanding Financial Partners, LLC

$124.53M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 26 Robert Wood Johnson Foundation

$123.88M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 26 Adelphi Trust Co

$122.53M reported · 171 holdings listed · SEC ↗

Q4 2025
Jan 26 Bretton Capital Management, LLC

$119.50M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 26 Luts & Greenleigh Group, Inc.

$117.71M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 26 Dynamic Financial Group

$117.22M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 26 Harbor Asset Planning, Inc.

$117.00M reported · 1,988 holdings listed · SEC ↗

Q4 2025
Jan 26 Pursuit Wealth Management LLC

$116.37M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 26 Red Mountain Financial, LLC

$101.87M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 26 American Wealth Advisors, LLC

$101.83M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 26 Forteris Wealth Management Inc.

$101.60M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 26 Key Capital Management, INC

$100.95M reported · 535 holdings listed · SEC ↗

Q4 2025
Jan 26 J.M. Arbour, LLC

$100.22M reported · 190 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 26 Lionsbridge Wealth Management LLC

$98.85M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 26 Apex Wealth Management, LLC

$98.47M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 26 Invested Advisors

$96.56M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 26 Variant Private Wealth, LLC

$96.25M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 26 Drum Hill Capital, LLC

$96.24M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 26 Atlas Wealth Partners, LLC

$90.98M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 26 Turner Capital Investments, LLC

$88.33M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 26 KBC Group NV 2 reports combined

$85.55M reported · 4,751 holdings listed · 8 other managers included · SEC ↗

Jan 20–Jan 26
Jan 26 Capitol Family Office, Inc.

$84.69M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 26 Riverview Trust Co

$83.06M reported · 240 holdings listed · SEC ↗

Q4 2025
Jan 26 Yoffe Investment Management, LLC

$78.33M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 26 BTS Asset Management, Inc.

$73.95M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 26 Northwestern University

$64.78M reported · 5 holdings listed · SEC ↗

Q4 2025
Jan 26 CMC Financial Group

$56.04M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 26 Northwest Financial Advisors

$48.62M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 26 Cwm, Llc

$36.91M reported · 5,622 holdings listed · 1 other managers included · largest holding: IVV · analysis · SEC ↗

Q4 2025
Jan 26 Dakota Community Bank & Trust NA

$29.15M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 26 Northwest Capital Management Inc

$23.07M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 26 Border to Coast Pensions Partnership Ltd

$5.74M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 26 FACTORIAL MANAGEMENT Ltd

$4.84M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 26 PayPay Securities Corp

$3.41M reported · 280 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 26 Ckw Financial Group

$922,198 reported · 186 holdings listed · SEC ↗

Q4 2025
Jan 26 Lipe & Dalton 2 reports combined

$404,283 reported · 188 holdings listed · SEC ↗

Jan 26–Jan 26
Jan 26 Fruth Investment Management

$370,737 reported · 220 holdings listed · SEC ↗

Q4 2025
Jan 26 Lederer & Associates Investment Counsel/Ca

$148,981 reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 26 Svenska Handelsbanken AB (publ)

$1,213 reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 26 La Financiere De L'Echiquier

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 Kbc Fund Management Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 KBC Asset Management NV

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 KBC Bank NV

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 HSBC Global Asset Management (UK) Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 Suzanne & Walter Scott Foundation

value not stated on cover page · SEC ↗

Q4 2025
Jan 26 Walter Scott Family Foundation

value not stated on cover page · SEC ↗

Q4 2025
Jan 23 Sumitomo Mitsui Trust Group, Inc.

$170.27B reported · 1,049 holdings listed · 5 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 23 Baillie Gifford

$120.34B reported · 902 holdings listed · 4 other managers included · largest holding: NVDA · +20 new · −19 exits · analysis · SEC ↗

Q4 2025
Jan 23 Lilly Endowment Inc

$99.08B reported · 1 holdings listed · largest holding: LLY · analysis · SEC ↗

Q4 2025
Jan 23 Robeco Institutional Asset Management B.V.

$70.22B reported · 824 holdings listed · 2 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 23 Assetmark, Inc

$49.04B reported · 3,370 holdings listed · 1 other managers included · largest holding: MGK · analysis · SEC ↗

Q4 2025
Jan 23 Mastercard Foundation Asset Management Corp

$41.10B reported · 3 holdings listed · 1 other managers included · largest holding: MA · analysis · SEC ↗

Q4 2025
Jan 23 Factory Mutual Insurance Co

$9.86B reported · 196 holdings listed · SEC ↗

Q4 2025
Jan 23 Farther Finance Advisors, LLC

$9.33B reported · 5,474 holdings listed · SEC ↗

Q4 2025
Jan 23 Choreo, Llc

$7.85B reported · 1,575 holdings listed · SEC ↗

Q4 2025
Jan 23 Howard Capital Management, LLC

$7.72B reported · 426 holdings listed · SEC ↗

Q4 2025
Jan 23 Ritholtz Wealth Management

$5.48B reported · 1,119 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Carnegie Investment Counsel

$5.42B reported · 564 holdings listed · SEC ↗

Q4 2025
Jan 23 Deprince Race & Zollo Inc

$5.23B reported · 183 holdings listed · SEC ↗

Q4 2025
Jan 23 Donor Advised Charitable Giving, Inc.

$4.46B reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 23 U.S. Capital Wealth Advisors, LLC

$3.83B reported · 988 holdings listed · SEC ↗

Q4 2025
Jan 23 Freestone Capital Holdings, LLC

$3.38B reported · 556 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Burney Co/

$3.21B reported · 689 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Diversify Advisory Services, LLC

$3.16B reported · 913 holdings listed · SEC ↗

Q4 2025
Jan 23 Zwj Investment Counsel Inc

$2.77B reported · 238 holdings listed · SEC ↗

Q4 2025
Jan 23 Nationwide Fund Advisors

$2.34B reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 23 Portman Square Capital LLP

$2.26B reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 23 Cambiar Investors Llc

$2.24B reported · 146 holdings listed · SEC ↗

Q4 2025
Jan 23 Halbert Hargrove Global Advisors, Llc

$2.11B reported · 363 holdings listed · SEC ↗

Q4 2025
Jan 23 Hardman Johnston Global Advisors LLC

$2.10B reported · 71 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Tectonic Advisors Llc

$1.90B reported · 411 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Sage Mountain Advisors LLC

$1.89B reported · 559 holdings listed · SEC ↗

Q4 2025
Jan 23 Ami Asset Management Corp

$1.76B reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 23 Guyasuta Investment Advisors Inc

$1.75B reported · 265 holdings listed · SEC ↗

Q4 2025
Jan 23 Oak Ridge Investments Llc

$1.65B reported · 178 holdings listed · SEC ↗

Q4 2025
Jan 23 Patriot Investment Management Group, Inc.

$1.58B reported · 243 holdings listed · SEC ↗

Q4 2025
Jan 23 Nbt Bank, N.A.

$1.55B reported · 1,374 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Bridgewater Advisors Inc.

$1.54B reported · 448 holdings listed · SEC ↗

Q4 2025
Jan 23 Fifth Third Securities, Inc.

$1.53B reported · 332 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Norris Perne & French Llp/Mi

$1.52B reported · 163 holdings listed · SEC ↗

Q4 2025
Jan 23 Cantor Fitzgerald Investment Advisors L.P.

$1.35B reported · 185 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Smith, Moore & Co.

$1.32B reported · 526 holdings listed · SEC ↗

Q4 2025
Jan 23 Charter Oak Capital Management, LLC

$1.31B reported · 211 holdings listed · SEC ↗

Q4 2025
Jan 23 Gemmer Asset Management LLC

$1.30B reported · 169 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Transcend Capital Advisors, Llc

$1.29B reported · 692 holdings listed · SEC ↗

Q4 2025
Jan 23 Galvin, Gaustad & Stein, LLC

$1.28B reported · 250 holdings listed · SEC ↗

Q4 2025
Jan 23 TCV Trust & Wealth Management, Inc.

$1.24B reported · 417 holdings listed · SEC ↗

Q4 2025
Jan 23 Clear Creek Financial Management, LLC

$1.23B reported · 581 holdings listed · SEC ↗

Q4 2025
Jan 23 Asset Advisors Investment Management, LLC

$1.08B reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 23 Webster Bank, N. A.

$1.07B reported · 810 holdings listed · SEC ↗

Q4 2025
Jan 23 Octavia Wealth Advisors, LLC

$1.05B reported · 249 holdings listed · SEC ↗

Q4 2025
Jan 23 Steigerwald, Gordon & Koch Inc.

$1.04B reported · 924 holdings listed · SEC ↗

Q4 2025
Jan 23 Power Alpha Investment Ltd

$972.80M reported · 5 holdings listed · SEC ↗

Q4 2025
Jan 23 Parthenon Llc

$926.70M reported · 131 holdings listed · SEC ↗

Q4 2025
Jan 23 Hbw Advisory Services Llc

$920.34M reported · 424 holdings listed · SEC ↗

Q4 2025
Jan 23 Altfest L J & Co Inc

$913.55M reported · 330 holdings listed · SEC ↗

Q4 2025
← Previous Page 88 / 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