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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
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 9,601–9,700 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 16 Empirical Financial Services, LLC d.b.a. Empirical…

$5.61B reported · 1,378 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 16 Perigon Wealth Management, LLC

$5.59B reported · 1,307 holdings listed · SEC ↗

Q4 2025
Jan 16 Bank Pictet & Cie (Europe) AG

$5.01B reported · 199 holdings listed · SEC ↗

Q4 2025
Jan 16 SigFig Wealth Management, LLC

$3.35B reported · 137 holdings listed · SEC ↗

Q4 2025
Jan 16 Beacon Investment Advisory Services, Inc. amended

$2.45B reported · 262 holdings listed · SEC ↗

Q4 2025
Jan 16 Trust Co Of Vermont

$2.40B reported · 1,399 holdings listed · SEC ↗

Q4 2025
Jan 16 Howard Capital Management Group, LLC

$1.58B reported · 143 holdings listed · SEC ↗

Q4 2025
Jan 16 Beaumont Financial Advisors, LLC

$1.52B reported · 371 holdings listed · SEC ↗

Q4 2025
Jan 16 YHB Investment Advisors, Inc.

$1.45B reported · 296 holdings listed · SEC ↗

Q4 2025
Jan 16 Heck Capital Advisors, LLC

$1.34B reported · 211 holdings listed · SEC ↗

Q4 2025
Jan 16 Bouchey Financial Group, Ltd.

$1.33B reported · 163 holdings listed · SEC ↗

Q4 2025
Jan 16 Weatherly Asset Management L. P.

$1.30B reported · 190 holdings listed · SEC ↗

Q4 2025
Jan 16 Tema Etfs Llc

$1.29B reported · 558 holdings listed · SEC ↗

Q4 2025
Jan 16 Bangor Savings Bank

$1.24B reported · 769 holdings listed · SEC ↗

Q4 2025
Jan 16 Kwmg, Llc

$1.16B reported · 149 holdings listed · SEC ↗

Q4 2025
Jan 16 Crewe Advisors LLC

$1.13B reported · 1,099 holdings listed · SEC ↗

Q4 2025
Jan 16 Matrix Asset Advisors Inc/Ny

$1.11B reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 16 Pictet North America Advisors SA

$1.05B reported · 152 holdings listed · SEC ↗

Q4 2025
Jan 16 Penn Davis Mcfarland Inc

$1.04B reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 16 Linden Thomas Advisory Services, LLC

$986.64M reported · 485 holdings listed · SEC ↗

Q4 2025
Jan 16 DiNuzzo Private Wealth, Inc.

$919.22M reported · 1,371 holdings listed · SEC ↗

Q4 2025
Jan 16 Oak Root LLC

$827.27M reported · 11 holdings listed · SEC ↗

Q4 2025
Jan 16 First Pacific Financial

$765.82M reported · 487 holdings listed · SEC ↗

Q4 2025
Jan 16 CRA Financial Services, LLC

$764.16M reported · 292 holdings listed · SEC ↗

Q4 2025
Jan 16 Abacus Planning Group, Inc.

$751.25M reported · 266 holdings listed · SEC ↗

Q4 2025
Jan 16 Marquette Asset Management, LLC

$690.28M reported · 698 holdings listed · SEC ↗

Q4 2025
Jan 16 Formidable Asset Management, LLC

$687.31M reported · 397 holdings listed · SEC ↗

Q4 2025
Jan 16 Matauro, Llc

$664.25M reported · 150 holdings listed · SEC ↗

Q4 2025
Jan 16 Pacific Sage Partners, LLC

$631.03M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 16 TB Alternative Assets Ltd.

$610.76M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 16 Balboa Wealth Partners

$604.64M reported · 433 holdings listed · SEC ↗

Q4 2025
Jan 16 McLean Asset Management Corp

$558.24M reported · 171 holdings listed · SEC ↗

Q4 2025
Jan 16 Marino, Stram & Associates Llc

$553.42M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q4 2025
Jan 16 Mattern Wealth Management LLC

$519.48M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 16 Ellsworth Advisors, LLC

$505.98M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 16 Louisbourg Investments Inc.

$501.89M reported · 213 holdings listed · SEC ↗

Q4 2025
Jan 16 Augustine Asset Management Inc

$500.85M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 16 Kendall Capital Management

$478.04M reported · 230 holdings listed · SEC ↗

Q4 2025
Jan 16 Legacy Capital Wealth Partners, LLC

$465.90M reported · 376 holdings listed · SEC ↗

Q4 2025
Jan 16 Aspire Private Capital, LLC

$449.57M reported · 264 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 16 Park Edge Advisors, LLC

$441.74M reported · 151 holdings listed · SEC ↗

Q4 2025
Jan 16 Tempus Wealth Planning, LLC

$436.47M reported · 275 holdings listed · SEC ↗

Q4 2025
Jan 16 Ipswich Investment Management Co., Inc.

$431.84M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q4 2025
Jan 16 Wealth Advisory Solutions, LLC

$429.04M reported · 153 holdings listed · SEC ↗

Q4 2025
Jan 16 Aspire Capital Advisors LLC

$425.70M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 16 SWS Partners

$414.26M reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 16 West Branch Capital LLC

$388.07M reported · 415 holdings listed · SEC ↗

Q4 2025
Jan 16 Eldred Rock Partners, LLC

$385.46M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 16 Wall Street Financial Group, Inc. 3 reports combined

$384.30M reported · 277 holdings listed · SEC ↗

Jan 16–Jan 16
Jan 16 Vista Investment Partners Llc

$382.59M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 16 BridgePort Financial Solutions, LLC

$372.23M reported · 240 holdings listed · SEC ↗

Q4 2025
Jan 16 Sentry LLC

$365.30M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 16 Evexia Wealth Llc

$357.90M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 16 Omnia Family Wealth, LLC

$338.64M reported · 102 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 16 Meredith Wealth Planning

$335.89M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 16 Oldfather Financial Services, LLC

$335.84M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 16 Claris Advisors, Llc / Mo /

$328.11M reported · 68 holdings listed · SEC ↗

Q4 2025
Jan 16 Selective Wealth Management, Inc.

$320.32M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 16 Mirabaud & Cie SA

$310.22M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 16 Hillman Co

$288.42M reported · 16 holdings listed · SEC ↗

Q4 2025
Jan 16 Five Oceans Advisors

$283.00M reported · 192 holdings listed · SEC ↗

Q4 2025
Jan 16 Sims Investment Management, Llc

$282.93M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 16 Red Lighthouse Investment Management, Llc

$279.39M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 16 Montgomery Investment Management Inc

$277.93M reported · 96 holdings listed · SEC ↗

Q4 2025
Jan 16 Clarus Group, Inc.

$277.61M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 16 Biltmore Wealth Management, LLC

$264.94M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 16 Applied Capital LLC

$259.85M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 16 Genesee Capital Advisors, LLC

$248.48M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 16 StoneCrest Wealth Management, Inc.

$247.79M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 16 Two Point Capital Management, Inc.

$246.82M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 16 HMS Capital Management, LLC

$241.69M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 16 MRA Advisory Group

$238.19M reported · 135 holdings listed · SEC ↗

Q4 2025
Jan 16 Tenon Financial LLC

$237.23M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 16 Values Added Financial LLC

$236.87M reported · 135 holdings listed · SEC ↗

Q4 2025
Jan 16 Postrock Partners Llc

$230.17M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 16 IVC Wealth Advisors LLC

$229.93M reported · 179 holdings listed · SEC ↗

Q4 2025
Jan 16 Wealth Advisors Northwest LLC

$225.49M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 16 Forte Asset Management Llc

$220.21M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 16 PFS Partners, LLC

$218.57M reported · 591 holdings listed · SEC ↗

Q4 2025
Jan 16 Financial Planning Navigators CORP

$217.86M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 16 Armstrong, Fleming & Moore, Inc

$216.49M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 16 Worth Financial Advisory Group, LLC

$206.47M reported · 180 holdings listed · SEC ↗

Q4 2025
Jan 16 RHS Financial, LLC

$204.84M reported · 144 holdings listed · SEC ↗

Q4 2025
Jan 16 Birchcreek Wealth Management, LLC

$203.65M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 16 Swp Financial Llc

$199.27M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 16 Sharp Wealth Advisory, LLC

$198.72M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 16 Washington University

$197.80M reported · 5 holdings listed · SEC ↗

Q4 2025
Jan 16 Keystone Financial Group, Inc.

$190.95M reported · 136 holdings listed · SEC ↗

Q4 2025
Jan 16 Elemental Capital Partners LLC

$187.96M reported · 7 holdings listed · SEC ↗

Q4 2025
Jan 16 Walker Asset Management, LLC

$186.09M reported · 140 holdings listed · SEC ↗

Q4 2025
Jan 16 Cassia Capital Partners, LLC

$184.78M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 16 Tower Wealth Partners, Inc.

$181.91M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 16 HFG Wealth Management, LLC

$181.39M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 16 Taylor & Morgan Wealth Management, LLC

$178.42M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 16 Ledgewood Wealth Advisors, LLC

$173.61M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 16 Melfa Wealth Management, Inc.

$173.52M reported · 202 holdings listed · SEC ↗

Q4 2025
Jan 16 Genesis Financial Group, LLC

$172.27M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 16 Herbst Group, Llc

$169.95M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 16 Applied Capital LLC/FL

$168.80M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 16 Catalina Capital Group, LLC

$164.82M reported · 163 holdings listed · SEC ↗

Q4 2025
← Previous Page 97 / 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