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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 8,801–8,900 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 23 Capital Investment Counsel, Inc

$850.40M reported · 261 holdings listed · SEC ↗

Q4 2025
Jan 23 Medicxi Ventures Management (Jersey) Ltd

$834.98M reported · 5 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 BSW Wealth Partners

$833.38M reported · 322 holdings listed · SEC ↗

Q4 2025
Jan 23 Running Oak Capital LLC

$797.97M reported · 109 holdings listed · SEC ↗

Q4 2025
Jan 23 TFC Financial Management, Inc.

$797.33M reported · 963 holdings listed · SEC ↗

Q4 2025
Jan 23 Castellan Group

$795.17M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 23 Stanley-Laman Group, Ltd.

$786.94M reported · 306 holdings listed · SEC ↗

Q4 2025
Jan 23 Eagle Strategies LLC

$782.97M reported · 247 holdings listed · SEC ↗

Q4 2025
Jan 23 Financial Enhancement Group LLC

$782.20M reported · 135 holdings listed · SEC ↗

Q4 2025
Jan 23 Arbor Investment Advisors, LLC

$759.91M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 23 Patton Fund Management, Inc.

$745.97M reported · 472 holdings listed · SEC ↗

Q4 2025
Jan 23 Third View Private Wealth, LLC

$742.92M reported · 269 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Live Oak Private Wealth LLC

$734.18M reported · 198 holdings listed · SEC ↗

Q4 2025
Jan 23 FSM Wealth Advisors, LLC

$731.12M reported · 306 holdings listed · SEC ↗

Q4 2025
Jan 23 Fourpath Capital Management, Llc

$730.75M reported · 228 holdings listed · SEC ↗

Q4 2025
Jan 23 James J. Burns & Company, LLC

$724.71M reported · 161 holdings listed · SEC ↗

Q4 2025
Jan 23 Intelligence Driven Advisers, LLC

$699.55M reported · 138 holdings listed · SEC ↗

Q4 2025
Jan 23 Greenup Street Wealth Management Llc amended

$692.51M reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 23 High Ground Investment Management LLP

$686.76M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 23 Founders Capital Management, Llc

$673.33M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 23 Blue Fin Capital, Inc.

$644.86M reported · 153 holdings listed · SEC ↗

Q4 2025
Jan 23 Market Street Wealth Management Advisors Llc

$643.15M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 23 Tyche Wealth Partners LLC

$629.75M reported · 336 holdings listed · SEC ↗

Q4 2025
Jan 23 Westside Investment Management, Inc.

$625.12M reported · 1,944 holdings listed · SEC ↗

Q4 2025
Jan 23 Armbruster Capital Management, Inc.

$595.51M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 23 Legacy Financial Strategies, LLC

$564.78M reported · 138 holdings listed · SEC ↗

Q4 2025
Jan 23 Strong Tower Advisory Services

$558.47M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 23 Ramsay, Stattman, Vela & Price, Inc.

$555.18M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 23 Coerente Capital Management

$547.99M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 23 Patten Group, Inc.

$540.70M reported · 293 holdings listed · SEC ↗

Q4 2025
Jan 23 Curbstone Financial Management Corp

$522.66M reported · 201 holdings listed · SEC ↗

Q4 2025
Jan 23 Aljian Capital Management, LLC

$502.17M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 23 Family Investment Center, Inc.

$495.20M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 23 ABLE Financial Group, LLC

$492.33M reported · 218 holdings listed · SEC ↗

Q4 2025
Jan 23 Clarity Wealth Advisors, LLC

$490.15M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 23 Fonville Wealth Management LLC

$489.10M reported · 127 holdings listed · SEC ↗

Q4 2025
Jan 23 Northwest Quadrant Wealth Management, LLC

$483.50M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 23 Curtis Advisory Group, LLC

$476.71M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 23 Hedeker Wealth, LLC

$476.51M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 23 Blankinship & Foster, LLC

$462.71M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 23 Ashford Advisors, LLC

$456.72M reported · 20 holdings listed · SEC ↗

Q4 2025
Jan 23 Beacon Harbor Wealth Advisors, Inc.

$451.13M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 23 E&G Advisors, LLC

$447.17M reported · 231 holdings listed · SEC ↗

Q4 2025
Jan 23 Genworth Financial Inc

$445.81M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 23 Twelve Points Wealth Management LLC

$444.27M reported · 196 holdings listed · SEC ↗

Q4 2025
Jan 23 Whitener Capital Management, Inc.

$439.44M reported · 169 holdings listed · SEC ↗

Q4 2025
Jan 23 High Net Worth Advisory Group LLC

$433.88M reported · 240 holdings listed · SEC ↗

Q4 2025
Jan 23 Timber Creek Capital Management LLC

$430.44M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 23 G2 Capital Management, Llc / Oh

$414.79M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 23 Gibbs Wealth Management

$413.32M reported · 325 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Guidance Capital, Inc

$409.20M reported · 222 holdings listed · SEC ↗

Q4 2025
Jan 23 Monarch Capital Management Inc

$406.84M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 23 Diligent Investors, LLC

$406.61M reported · 339 holdings listed · SEC ↗

Q4 2025
Jan 23 Brown, Lisle/Cummings, Inc.

$405.90M reported · 742 holdings listed · SEC ↗

Q4 2025
Jan 23 KG Capital Management

$403.49M reported · 227 holdings listed · SEC ↗

Q4 2025
Jan 23 Rfg Holdings, Inc.

$398.91M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 23 Kelly Financial Group Llc

$393.41M reported · 96 holdings listed · SEC ↗

Q4 2025
Jan 23 Investment Advisory Group, LLC

$388.69M reported · 194 holdings listed · SEC ↗

Q4 2025
Jan 23 Peak Financial Management, Inc.

$387.75M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 23 Prism Advisors, Inc.

$375.13M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 23 Private Wealth Management Group, LLC

$374.41M reported · 1,482 holdings listed · SEC ↗

Q4 2025
Jan 23 Atwater Malick LLC

$362.68M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 23 Westbourne Investment Advisors, Inc.

$362.40M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 23 Brown Miller Wealth Management, LLC

$361.95M reported · 276 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 23 Highland Financial Advisors, LLC

$360.65M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 23 RFG - Bristol Wealth Advisors, LLC

$359.02M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 23 Capital Planning LLC

$356.89M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 23 Financial Advisory Partners, Llc

$354.60M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 23 Steph & Co

$346.96M reported · 310 holdings listed · SEC ↗

Q4 2025
Jan 23 Bouvel Investment Partners, LLC

$346.88M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 23 Oxler Private Wealth LLC

$345.36M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 23 LOM Asset Management Ltd

$345.16M reported · 278 holdings listed · SEC ↗

Q4 2025
Jan 23 FFG Partners, LLC

$344.90M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 23 Newton One Investments LLC

$339.02M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 23 Kooman & Associates

$338.08M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 23 Cove Private Wealth, LLC

$335.84M reported · 159 holdings listed · SEC ↗

Q4 2025
Jan 23 CJM Wealth Advisers, Ltd.

$334.31M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 23 Watershed Private Wealth Llc

$333.39M reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 23 Creative Capital Management Investments LLC

$331.42M reported · 310 holdings listed · SEC ↗

Q4 2025
Jan 23 Gilliland Jeter Wealth Management LLC

$330.84M reported · 174 holdings listed · SEC ↗

Q4 2025
Jan 23 Roberts Financial Services LLC

$318.53M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 23 Lynch Asset Management, Inc.

$318.07M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 23 Bellevue Asset Management, Llc

$309.25M reported · 489 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 23 Sunpointe, LLC

$301.59M reported · 261 holdings listed · 7 other managers included · SEC ↗

Q4 2025
Jan 23 DHJJ Financial Advisors, Ltd.

$301.08M reported · 1,039 holdings listed · SEC ↗

Q4 2025
Jan 23 Rede Wealth, LLC

$287.76M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 23 HF Advisory Group, LLC amended

$286.64M reported · 168 holdings listed · SEC ↗

Q4 2025
Jan 23 Integrated Financial Solutions, Inc. 2 reports combined

$284.47M reported · 58 holdings listed · SEC ↗

Jan 16–Jan 23
Jan 23 Lincoln Capital Corp

$281.51M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 23 Inlight Wealth Management, LLC

$273.11M reported · 234 holdings listed · SEC ↗

Q4 2025
Jan 23 Iridian Asset Management Llc/Ct

$271.62M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 23 Lunt Capital Management, Inc.

$266.98M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 23 Gainplan LLC

$266.90M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 23 Lunate Capital Ltd

$264.26M reported · 6 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 23 Cura Wealth Advisors, Llc

$263.81M reported · 141 holdings listed · SEC ↗

Q4 2025
Jan 23 True Wind Capital Management, L.P.

$261.61M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 23 Harbor Island Capital LLC

$260.81M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 23 Bryant Woods Investment Advisors, LLC

$258.02M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 23 FIDELIS iM, LLC

$257.54M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 23 Legacy Bridge, LLC

$246.39M reported · 464 holdings listed · SEC ↗

Q4 2025
← Previous Page 89 / 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