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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.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
7713F-HR reports
$8.22TΣ reported value
108.87KPositions reported
114Amendments
16Notice filings
May 02First filed
Aug 21Latest filed

Σ value = cover-page totals as reported, across 77 of 77 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

Reports per week Apr 28 → May 25 96.1% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+5,567New positions
−5,065Full exits
22,332Increased
17,543Reduced
53Comparable 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 →

Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
MRP Millrose… +15 +15 15
SNDK Sandisk Corporation +12 +12 12
KRMN Karman Holdings Inc. +11 +11 11
SFD Smithfield Foods… +11 +11 11
CNR Core Natural… +10 +10 12
SAIL SailPoint, Inc. +10 +10 10
CRWV CoreWeave, Inc.… +10 +10 10
QGEN Qiagen N.V. +10 +10 12

Most reduced so far

SecurityΔ holdersExitsHolders
SNNRF -7 −7 10
NVRI Enviri Corporation -6 −6 7
BTDR Bitdeer… -5 −6 5
BL BlackLine, Inc. -5 −5 10
MAGN Magnera Corp -5 −5 9
RSP Invesco S&P 500… -5 −5 5
INGM Ingram Micro… -5 −5 6
ZBIO Zenas BioPharma… -5 −5 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 State Street Global Advisors $2.43T 4,281 May 15
2 Geode Capital Management $1.27T 8,518 May 13
3 Norges Bank $712.47B 1,743 May 13
4 Capital World Investors $617.20B 552 May 12
5 Citadel Advisors $527.32B 17,161 May 15
6 Wellington Management $519.87B 7,370 May 13
7 Berkshire Hathaway $258.70B 110 May 15
8 Fisher Asset Management $231.00B 999 May 14
9 Millennium Management $187.88B 5,787 May 15
10 Dodge & Cox $175.45B 214 May 14
11 Arrowstreet Capital $123.23B 1,783 May 14
12 PRIMECAP Management $120.96B 335 May 09
Notable manager changes
01 Appaloosa

Reported value +29.7% QoQ ($6.46B → $8.38B)

02 AQR Capital Management

Reported value +25.0% QoQ ($77.63B → $97.07B)

03 Tweedy, Browne

Reported value -23.9% QoQ ($1.48B → $1.13B)

04 Coatue Management

Reported value -23.6% QoQ ($29.68B → $22.68B)

05 Citadel Advisors

+820 new positions this quarter (17,161 total)

06 Marshall Wace

+641 new positions this quarter (5,394 total)

07 Renaissance Technologies

+432 new positions this quarter (3,406 total)

08 Point72 Asset Management

+423 new positions this quarter (1,984 total)

09 Duquesne Family Office

Top-10 concentration 56% → 61% (+5.3pp)

10 Lone Pine Capital

Top-10 concentration 56% → 61% (+5.1pp)

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
Advisors Asset Management, Inc. new holdings Aug 21 totals pending parse SEC ↗
Militia Capital Partners, LP new holdings Aug 14 totals pending parse SEC ↗
Jump Financial, LLC restatement Aug 13 totals pending parse SEC ↗
Jump Financial, LLC new holdings Aug 13 totals pending parse SEC ↗
Algert Global Llc restatement Aug 11 totals pending parse SEC ↗
Cypress Funds Llc restatement Jul 15 totals pending parse SEC ↗
Verus Capital Partners, Llc restatement Jul 09 totals pending parse SEC ↗
Cambridge Associates Llc /Ma/ /Adv restatement Jun 23 totals pending parse SEC ↗
Oddo Bhf Asset Management Sas new holdings Jun 05 totals pending parse SEC ↗
Ramiah Investment Group new holdings May 29 totals pending parse SEC ↗
Raine Capital LLC new holdings May 15 totals pending parse SEC ↗
OCONNOR, A Distinct Business Unit… new holdings May 15 totals pending parse SEC ↗
Rubicon Founders LLC new holdings May 15 totals pending parse SEC ↗
Hbk Investments L P new holdings May 15 totals pending parse SEC ↗
Cypress Funds Llc restatement May 12 totals pending parse 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 1–100 of 207 filings in this season

Aug 21 Advisors Asset Management, Inc.

13F-HR/A · $74,763 · 6 positions · SEC ↗

Q1 2025
Aug 14 Militia Capital Partners, LP

13F-HR/A · $278.41M · 136 positions · SEC ↗

Q1 2025
Aug 13 Jump Financial, LLC

13F-HR/A · $7.57B · 3,485 positions · 6 other managers included · SEC ↗

Q1 2025
Aug 13 Jump Financial, LLC

13F-HR/A · $5.52M · 115 positions · 6 other managers included · SEC ↗

Q1 2025
Aug 11 Algert Global Llc

13F-HR/A · $4.04B · 1,160 positions · 1 other managers included · SEC ↗

Q1 2025
Jul 15 Cypress Funds Llc

13F-HR/A · $1.09B · 16 positions · SEC ↗

Q1 2025
Jul 09 Verus Capital Partners, Llc

13F-HR/A · $1.00B · 429 positions · 1 other managers included · SEC ↗

Q1 2025
Jun 23 Cambridge Associates Llc /Ma/ /Adv

13F-HR/A · $3.48B · 46 positions · SEC ↗

Q1 2025
Jun 18 Bayntree Wealth Advisors, LLC

13F-NT · SEC ↗

Q1 2025
Jun 05 Oddo Bhf Asset Management Sas

13F-HR/A · $49.60M · 7 positions · SEC ↗

Q1 2025
May 29 Roehl & Yi Investment Advisors, LLC

13F-HR · $184.26M · 152 positions · SEC ↗

Q1 2025
May 29 Mullaney, Keating & Wright, Inc.

13F-HR · $148.42M · 59 positions · SEC ↗

Q1 2025
May 29 Ramiah Investment Group

13F-HR/A · $12.70M · 23 positions · SEC ↗

Q1 2025
May 28 Henshaw Capital LLC

13F-HR · $2.27B · 292 positions · SEC ↗

Q1 2025
May 20 Norris Financial Group, LLC

13F-HR · $214.30M · 85 positions · SEC ↗

Q1 2025
May 19 Independent Financial Group, Llc

13F-HR · $2.91B · 1,174 positions · SEC ↗

Q1 2025
May 19 Causey Wealth LLC

13F-HR · $178.84M · 64 positions · SEC ↗

Q1 2025
May 15 National Philanthropic Trust

13F-HR · $6.19B · 265 positions · SEC ↗

Q1 2025
May 15 Hbk Investments L P

13F-HR/A · $3.25B · 13 positions · SEC ↗

Q1 2025
May 15 Kentucky Farm Bureau Mutual Insurance Co

13F-HR · $425.64M · 68 positions · SEC ↗

Q1 2025
May 15 OCONNOR, A Distinct Business Unit of UBS ASSET…

13F-HR/A · $188.38M · 1 positions · SEC ↗

Q1 2025
May 15 Rubicon Founders LLC

13F-HR/A · $26.80M · 1 positions · SEC ↗

Q1 2025
May 15 Raine Capital LLC

13F-HR/A · $251,726 · 1 positions · 1 other managers included · SEC ↗

Q1 2025
May 12 Cypress Funds Llc

13F-HR/A · $397.63M · 14 positions · SEC ↗

Q1 2025
May 12 Mission Financial Group, LLC

13F-HR · $108.31M · 146 positions · SEC ↗

Q1 2025
May 12 Frisco Financial Planning LLC

13F-HR · $103.16M · 20 positions · SEC ↗

Q1 2025
May 11 Norges Bank

13F-HR/A · $712.47B · 1,743 positions · top holding: AAPL · +45 new · −145 exits · analysis · SEC ↗

Q1 2025
Apr 28 First Citizens Asset Management, Inc.

13F-HR/A · $257.11M · 26 positions · SEC ↗

Q1 2025
Apr 24 Medallion Wealth Advisors, LLC

13F-HR · $220.18M · 10,741 positions · SEC ↗

Q1 2025
Apr 22 AtlasMark Financial, Inc

13F-HR · $107.80M · 39 positions · SEC ↗

Q1 2025
Apr 21 Corsair Capital Management, L.P.

13F-HR/A · $395.44M · 122 positions · SEC ↗

Q1 2025
Apr 20 OP Asset Management Ltd

13F-HR · $6.11B · 813 positions · SEC ↗

Q1 2025
Apr 16 Greenberg Financial Group

13F-HR · $242.35M · 118 positions · SEC ↗

Q1 2025
Apr 15 Sl Advisors, Llc

13F-HR/A · $57.17M · 32 positions · SEC ↗

Q1 2025
Apr 14 American State Bank (Iowa)

13F-HR · $165.85M · 125 positions · SEC ↗

Q1 2025
Apr 10 Aegon Asset Management Uk Plc

13F-HR/A · $6.86B · 153 positions · SEC ↗

Q1 2025
Apr 02 Marex Group Ltd

13F-HR · $5.22B · 1,054 positions · 2 other managers included · SEC ↗

Q1 2025
Apr 02 Marex Securities Products Inc.

13F-NT · SEC ↗

Q1 2025
Apr 02 Marex Prime Services Ltd

13F-NT · SEC ↗

Q1 2025
Apr 02 Marex Capital Markets Inc.

13F-NT · SEC ↗

Q1 2025
Apr 02 Marex Financial

13F-NT · SEC ↗

Q1 2025
Mar 24 Galaxy Group Investments LLC

13F-HR · $803.93M · 24 positions · 3 other managers included · SEC ↗

Q1 2025
Mar 24 Galaxy Digital Capital Management GP LLC

13F-HR · $88.17M · 39 positions · 1 other managers included · SEC ↗

Q1 2025
Mar 24 Galaxy Digital GP LLC

13F-NT · SEC ↗

Q1 2025
Mar 24 Galaxy Digital LLC

13F-NT · SEC ↗

Q1 2025
Mar 24 Galaxy Digital Trading Cayman LLC

13F-NT · SEC ↗

Q1 2025
Mar 20 HughesLittle Investment Management Ltd.

13F-HR/A · $427.68M · 16 positions · SEC ↗

Q1 2025
Mar 20 HughesLittle Investment Management Ltd.

13F-HR/A · $51.92M · 1 positions · SEC ↗

Q1 2025
Mar 17 Barclays Plc

13F-HR/A · $352.71B · 10,620 positions · 7 other managers included · analysis · SEC ↗

Q1 2025
Mar 17 Employees Provident Fund Board

13F-HR · $8.81B · 86 positions · SEC ↗

Q1 2025
Mar 12 Bawa N Mallick Trust

13F-HR · $211.28M · 65 positions · SEC ↗

Q1 2025
Mar 12 Nalls Sherbakoff Group, LLC

13F-HR · $123.03M · 435 positions · SEC ↗

Q1 2025
Mar 10 Retirement Financial Solutions, Llc

13F-HR/A · $256.89M · 37 positions · SEC ↗

Q1 2025
Mar 09 Burton Enright Welch

13F-HR · $491.76M · 104 positions · SEC ↗

Q1 2025
Mar 06 Brighton Securities Corp.

13F-HR · $205.13M · 57 positions · SEC ↗

Q1 2025
Mar 04 Savant Capital, LLC

13F-HR/A · $11.81B · 1,072 positions · SEC ↗

Q1 2025
Mar 03 Absoluto Partners Gestao de Recursos Ltda

13F-HR/A · $132.85M · 31 positions · SEC ↗

Q1 2025
Mar 02 Corecam Pte. Ltd.

13F-HR · $184.36M · 33 positions · SEC ↗

Q1 2025
Feb 27 Retirement Solution LLC

13F-HR/A · $352.45M · 39 positions · SEC ↗

Q1 2025
Feb 27 Howard Bailey Securities, Llc

13F-HR/A · $300.13M · 154 positions · SEC ↗

Q1 2025
Feb 26 Blackston Financial Advisory Group, LLC

13F-HR/A · $147.35M · 93 positions · SEC ↗

Q1 2025
Feb 26 Authentikos Wealth Advisory, LLC

13F-HR/A · $127.97M · 59 positions · SEC ↗

Q1 2025
Feb 26 Sculptor Capital LP

13F-HR/A · $28.78M · 9 positions · 2 other managers included · SEC ↗

Q1 2025
Feb 20 Prestige Wealth Management Group LLC

13F-HR/A · $467.86M · 1,297 positions · 2 other managers included · SEC ↗

Q1 2025
Feb 17 Cantillon Capital Management Llc

13F-HR/A · $15.44B · 74 positions · 1 other managers included · SEC ↗

Q1 2025
Feb 17 Davidson Kempner Capital Management Lp

13F-HR/A · $395.55M · 1 positions · SEC ↗

Q1 2025
Feb 17 Davidson Kempner Capital Management Lp

13F-HR/A · $366.31M · 1 positions · SEC ↗

Q1 2025
Feb 17 Davidson Kempner Capital Management Lp

13F-HR/A · $349.14M · 1 positions · SEC ↗

Q1 2025
Feb 17 Boxer Capital Management, LLC

13F-HR/A · $332.47M · 28 positions · SEC ↗

Q1 2025
Feb 17 Farallon Capital Management, L.L.C.

13F-HR/A · $273.87M · 1 positions · SEC ↗

Q1 2025
Feb 17 ECP ControlCo, LLC

13F-HR/A · $200.00M · 4 positions · 6 other managers included · SEC ↗

Q1 2025
Feb 17 Nicholas Wealth, LLC.

13F-HR/A · $96.09M · 83 positions · SEC ↗

Q1 2025
Feb 17 Taconic Capital Advisors LP

13F-HR/A · $65.41M · 4 positions · 1 other managers included · SEC ↗

Q1 2025
Feb 17 ECP ControlCo, LLC

13F-HR/A · $42.75M · 1 positions · 2 other managers included · SEC ↗

Q1 2025
Feb 17 Oxford Asset Management Llp

13F-HR/A · $1.82M · 3 positions · SEC ↗

Q1 2025
Feb 13 Ontario Teachers Pension Plan Board

13F-HR/A · $6.51B · 412 positions · SEC ↗

Q1 2025
Feb 13 Texas Permanent School Fund Corp

13F-HR/A · $2.81B · 8 positions · SEC ↗

Q1 2025
Feb 13 Toyota Motor Corp/

13F-HR/A · $2.18B · 5 positions · SEC ↗

Q1 2025
Feb 13 Virtus Advisers, Llc

13F-HR/A · $154.06M · 539 positions · 2 other managers included · SEC ↗

Q1 2025
Feb 13 OCONNOR, A Distinct Business Unit of UBS ASSET…

13F-HR/A · $11.98M · 1 positions · SEC ↗

Q1 2025
Feb 13 Impala Asset Management LLC

13F-HR/A · $9.34M · 4 positions · SEC ↗

Q1 2025
Feb 11 RWM Capital, LLC

13F-NT · SEC ↗

Q1 2025
Feb 10 Womack Financial LLC

13F-HR/A · $109.23M · 65 positions · SEC ↗

Q1 2025
Feb 06 Flavin Financial Services, Inc.

13F-HR/A · $108.77M · 67 positions · SEC ↗

Q1 2025
Feb 03 Elevation Point Wealth Partners, Llc

13F-HR/A · $1.17B · 538 positions · SEC ↗

Q1 2025
Feb 03 Broadwater Capital Management Llc

13F-HR/A · $127.80M · 225 positions · SEC ↗

Q1 2025
Jan 28 Arkansas Financial Group, Inc.

13F-HR/A · $578.27M · 77 positions · SEC ↗

Q1 2025
Jan 26 LifeWealth Investments, LLC

13F-HR/A · $207.95M · 127 positions · SEC ↗

Q1 2025
Jan 06 Platinum Equity Advisors, LLC/DE

13F-HR/A · $4.49B · 4 positions · 1 other managers included · SEC ↗

Q1 2025
Jan 06 Platinum Equity Advisors, LLC/DE

13F-HR/A · $404,042 · 1 positions · 1 other managers included · SEC ↗

Q1 2025
Dec 18 Westwood Global Investments, LLC

13F-HR/A · $1.62B · 16 positions · 1 other managers included · SEC ↗

Q1 2025
Dec 18 Wgi Dm, Llc

13F-HR/A · $710.65M · 5 positions · SEC ↗

Q1 2025
Dec 08 Evelyn Partners Investment Management LLP

13F-HR/A · $3.00B · 420 positions · SEC ↗

Q1 2025
Dec 08 Evelyn Partners Investment Management Services Ltd

13F-HR/A · $609.43M · 271 positions · SEC ↗

Q1 2025
Dec 08 Evelyn Partners Asset Management Ltd

13F-HR/A · $358.98M · 248 positions · SEC ↗

Q1 2025
Dec 08 Evelyn Partners Investment Management (Europe) Ltd

13F-HR/A · $267.21M · 188 positions · SEC ↗

Q1 2025
Dec 02 Swiss Life Asset Managers France

13F-NT · SEC ↗

Q1 2025
Nov 25 Clear Street Group Inc.

13F-NT · SEC ↗

Q1 2025
Nov 21 Royal Bank Of Canada

13F-HR/A · $478.55B · 25,562 positions · 20 other managers included · analysis · SEC ↗

Q1 2025
Nov 17 Rubicon Founders LLC

13F-HR/A · $6.19M · 1 positions · SEC ↗

Q1 2025
Page 1 / 3 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