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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
243Amendments
1,955Notice filings
Jan 02First filed
Oct 09Latest 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
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 ↗
Advisors Asset Management, Inc. restatement Feb 12 Aug 21 $5.96B → $5.96B (0.0%) SEC ↗
Royalty Pharma Sub-Manager, LLC restatement Apr 01 Aug 21 $171.31M → $171.31M (0.0%) 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 1–100 of 10,726 managers that reported this season
One row per manager: these managers filed 11,278 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Oct 09 Blackstone Inc. 2 reports combined amended

$6.09B reported · 3 holdings listed · 2 other managers included · SEC ↗

Aug 14–Oct 09
Oct 07 Elm Partners Management LLC 2 reports combined amended

$4.91B reported · 308 holdings listed · SEC ↗

Feb 10–Oct 07
Oct 02 Advus Financial Partners, LLC amended

$278.32M reported · 65 holdings listed · SEC ↗

Q4 2025
Sep 28 OP Asset Management Ltd 2 reports combined amended

$16.64B reported · 1,550 holdings listed · SEC ↗

Apr 21–Sep 28
Sep 02 Catalio Capital Management, LP 2 reports combined amended

$1.13B reported · 90 holdings listed · SEC ↗

Feb 17–Sep 02
Sep 02 Reframe Wealth, Llc

value not stated on cover page · SEC ↗

Q4 2025
Aug 28 Cornerstone Financial Management LLC 2 reports combined amended

$212.99M reported · 2,482 holdings listed · SEC ↗

Feb 13–Aug 28
Aug 28 Pandowealth. LLC amended

$108.95M reported · 19 holdings listed · SEC ↗

Q4 2025
Aug 27 VELA Investment Management, LLC 2 reports combined amended

$845.61M reported · 338 holdings listed · SEC ↗

Feb 02–Aug 27
Aug 27 Boston Research & Management Inc 2 reports combined amended

$440.36M reported · 241 holdings listed · SEC ↗

Feb 11–Aug 27
Aug 26 Dakota Wealth Management 2 reports combined amended

$11.27B reported · 1,554 holdings listed · 14 other managers included · SEC ↗

Jan 13–Aug 26
Aug 26 Whitebox Advisors Llc 2 reports combined amended

$7.19B reported · 495 holdings listed · SEC ↗

Feb 17–Aug 26
Aug 26 Redwood Investment Management, LLC 2 reports combined amended

$1.78M reported · 626 holdings listed · 1 other managers included · SEC ↗

Feb 17–Aug 26
Aug 21 Advisors Asset Management, Inc. 2 reports combined amended

$5.96B reported · 1,473 holdings listed · SEC ↗

Aug 21–Aug 21
Aug 21 Royalty Pharma Sub-Manager, LLC amended

$171.31M reported · 4 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Aug 19 Expect Equity LLC amended

$121.42M reported · 58 holdings listed · SEC ↗

Q4 2025
Aug 19 Bth

value not stated on cover page · SEC ↗

Q4 2025
Aug 18 Ensign Peak Advisors, Inc amended

$56.62B reported · 1,685 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Aug 17 Torno Capital, Llc amended

$985.46M reported · 86 holdings listed · SEC ↗

Q4 2025
Aug 14 Farallon Capital Management, L.L.C. amended

$1.03B reported · 1 holdings listed · SEC ↗

Q4 2025
Aug 14 Davidson Kempner Capital Management Lp 2 reports combined amended

$732.12M reported · 3 holdings listed · SEC ↗

Aug 14–Aug 14
Aug 14 Militia Capital Partners, LP amended

$435.41M reported · 215 holdings listed · SEC ↗

Q4 2025
Aug 14 OCONNOR, A Distinct Business Unit of UBS ASSET… amended

$380.23M reported · 1 holdings listed · SEC ↗

Q4 2025
Aug 14 Oxford Asset Management Llp amended

$9.21M reported · 8 holdings listed · SEC ↗

Q4 2025
Aug 11 Algert Global Llc amended

$6.41B reported · 1,120 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Aug 11 Arete Wealth Advisors, LLC amended

$1.44B reported · 361 holdings listed · SEC ↗

Q4 2025
Aug 11 Converium Capital Inc. amended

$614.44M reported · 33 holdings listed · SEC ↗

Q4 2025
Aug 07 Pavaki Capital Management LLC amended

$255.23M reported · 131 holdings listed · SEC ↗

Q4 2025
Aug 06 Pegasus Asset Management, Inc. amended

$324.85M reported · 68 holdings listed · SEC ↗

Q4 2025
Aug 04 Vawter Financial, Ltd. amended

$236.88M reported · 118 holdings listed · SEC ↗

Q4 2025
Jul 28 Fundamenta Capital S.A. amended

$87.27M reported · 5 holdings listed · SEC ↗

Q4 2025
Jul 24 BFI Infinity Ltd. amended

$315.69M reported · 53 holdings listed · SEC ↗

Q4 2025
Jul 24 Texas Treasury Safekeeping Trust Co amended

$767,789 reported · 3 holdings listed · SEC ↗

Q4 2025
Jul 15 Invesco Ltd. amended

$407.45B reported · 101 holdings listed · 1 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jul 09 Verus Capital Partners, Llc amended

$1.50B reported · 507 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jul 09 Wealth High Governance Asset Management Ltda. amended

$559.29M reported · 53 holdings listed · SEC ↗

Q4 2025
Jul 01 KERR FINANCIAL PLANNING Corp amended

$73.97M reported · 565 holdings listed · SEC ↗

Q4 2025
Jun 23 Cambridge Associates Llc /Ma/ /Adv amended

$6.11B reported · 57 holdings listed · SEC ↗

Q4 2025
Jun 22 Halter Ferguson Financial Inc. amended

$455.01M reported · 36 holdings listed · SEC ↗

Q4 2025
Jun 18 Wealth High Governance Capital Ltda amended

$341.32M reported · 46 holdings listed · SEC ↗

Q4 2025
Jun 18 Bayntree Wealth Advisors, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jun 09 Rathbones Group PLC amended

$25.58B reported · 634 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jun 02 Creek Drive Management Group LLC amended

$433.39M reported · 50 holdings listed · SEC ↗

Q4 2025
Jun 01 Nwi Management Lp amended

$2.17M reported · 57 holdings listed · SEC ↗

Q4 2025
May 29 Provida Pension Fund Administrator amended

$5.78B reported · 58 holdings listed · 1 other managers included · SEC ↗

Q4 2025
May 29 Mullaney, Keating & Wright, Inc.

$189.41M reported · 72 holdings listed · SEC ↗

Q4 2025
May 29 Lavelle Capital Lp

$157.84M reported · 89 holdings listed · SEC ↗

Q4 2025
May 29 Ramiah Investment Group amended

$13.15M reported · 33 holdings listed · SEC ↗

Q4 2025
May 28 Regents Of The University Of California amended

$2.81B reported · 10 holdings listed · SEC ↗

Q4 2025
May 28 Henshaw Capital LLC

$2.78B reported · 161 holdings listed · SEC ↗

Q4 2025
May 28 SIMA Wealth Partners, LLC

$131.52M reported · 145 holdings listed · SEC ↗

Q4 2025
May 28 Bannerstone Capital Management, LLC

$104.32M reported · 100 holdings listed · SEC ↗

Q4 2025
May 27 Morgan Stanley amended

$1.67T reported · 45,419 holdings listed · 24 other managers included · largest holding: AAPL · +425 new · −334 exits · analysis · SEC ↗

Q4 2025
May 27 Cardano Risk Management B.V. amended

$9.94B reported · 35 holdings listed · SEC ↗

Q4 2025
May 27 Tenret Co LLC

$197.46M reported · 33 holdings listed · SEC ↗

Q4 2025
May 27 Cedrus Wealth Group LLC

$108.43M reported · 48 holdings listed · SEC ↗

Q4 2025
May 27 Wilshire Advisors LLC

$11.61M reported · 7 holdings listed · SEC ↗

Q4 2025
May 26 Flatrock Wealth Partners LLC amended

$208.39M reported · 167 holdings listed · SEC ↗

Q4 2025
May 26 Summitas Investment Management LLC

$132.91M reported · 10 holdings listed · SEC ↗

Q4 2025
May 26 Stone Loft Wealth Management Llc

$106.56M reported · 24 holdings listed · SEC ↗

Q4 2025
May 22 Wellington Grp LLC amended

$300.41M reported · 397 holdings listed · SEC ↗

Q4 2025
May 22 Serenity Investment Advisors

$171.24M reported · 63 holdings listed · SEC ↗

Q4 2025
May 22 Independent Wealth Advisors LLC

$95.83M reported · 63 holdings listed · SEC ↗

Q4 2025
May 21 Essential Partners LLC

$324.77M reported · 2,772 holdings listed · SEC ↗

Q4 2025
May 21 BankChampaign, National Association

$101.47M reported · 179 holdings listed · SEC ↗

Q4 2025
May 20 Storebrand Asset Management As

$37.24B reported · 776 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q4 2025
May 20 Norris Financial Group, LLC

$294.22M reported · 97 holdings listed · SEC ↗

Q4 2025
May 20 E20 Capital Ltd

$277.17M reported · 20 holdings listed · SEC ↗

Q4 2025
May 20 Alamar Capital Management, LLC

$181.29M reported · 86 holdings listed · SEC ↗

Q4 2025
May 20 Cadia Private Client LLC

$126.01M reported · 71 holdings listed · SEC ↗

Q4 2025
May 20 Pathway Wealth Management Llc

$109.66M reported · 29 holdings listed · SEC ↗

Q4 2025
May 20 ION Crossover Partners Ltd

$77.52M reported · 4 holdings listed · SEC ↗

Q4 2025
May 19 Dayah Capital LLC amended

$384.69M reported · 36 holdings listed · SEC ↗

Q4 2025
May 19 Ares Systematic Credit Ltd

$123.05M reported · 145 holdings listed · SEC ↗

Q4 2025
May 18 Ma Investment Partnership, LP

$114.58M reported · 8 holdings listed · SEC ↗

Q4 2025
May 15 Coatue Management amended

$39.96B reported · 260 holdings listed · 27 other managers included · largest holding: TSM · +13 new · −34 exits · analysis · SEC ↗

Q4 2025
May 15 National Philanthropic Trust

$10.13B reported · 386 holdings listed · SEC ↗

Q4 2025
May 15 Carronade Capital Management, Lp amended

$7.34B reported · 31 holdings listed · SEC ↗

Q4 2025
May 15 Independent Financial Group, Llc

$4.48B reported · 1,405 holdings listed · SEC ↗

Q4 2025
May 15 Hamilton Capital, LLC

$2.00B reported · 159 holdings listed · SEC ↗

Q4 2025
May 15 Financial Advisors Network, Inc.

$729.56M reported · 196 holdings listed · SEC ↗

Q4 2025
May 15 Knightsbridge Asset Management, Llc

$620.86M reported · 219 holdings listed · SEC ↗

Q4 2025
May 15 Weiss Asset Management LP amended

$432.03M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q4 2025
May 15 Kentucky Farm Bureau Mutual Insurance Co

$370.59M reported · 63 holdings listed · SEC ↗

Q4 2025
May 15 Ducere Wealth Management LLC amended

$258.59M reported · 130 holdings listed · 1 other managers included · SEC ↗

Q4 2025
May 15 Navi International - Administradora e Gestora de…

$204.90M reported · 20 holdings listed · SEC ↗

Q4 2025
May 15 Strive Financial Group ,LLC amended

$189.04M reported · 729 holdings listed · SEC ↗

Q4 2025
May 15 Taconic Capital Advisors LP amended

$149.14M reported · 8 holdings listed · 1 other managers included · SEC ↗

Q4 2025
May 15 Isabella Capital Management LLP

$140.57M reported · 8 holdings listed · SEC ↗

Q4 2025
May 15 Seal Cove Capital, LLC

$107.14M reported · 79 holdings listed · SEC ↗

Q4 2025
May 15 Gem Investment Advisors, LLC

$105.50M reported · 32 holdings listed · SEC ↗

Q4 2025
May 15 Point Nemo Capital, LLC

$101.01M reported · 101 holdings listed · SEC ↗

Q4 2025
May 15 JMN Financial LLC

$100.31M reported · 193 holdings listed · SEC ↗

Q4 2025
May 15 Broadhurst Jeffrey B

$96.29M reported · 40 holdings listed · SEC ↗

Q4 2025
May 15 WD Thunder CV Ultimate GP LLC

$82.14M reported · 1 holdings listed · SEC ↗

Q4 2025
May 15 Rubicon Founders LLC amended

$4.33M reported · 1 holdings listed · SEC ↗

Q4 2025
May 15 Capital Analysts, LLC 2 reports combined amended

$3.61M reported · 2,200 holdings listed · 1 other managers included · SEC ↗

May 15–May 15
May 15 Raine Capital LLC amended

$555,360 reported · 2 holdings listed · 1 other managers included · SEC ↗

Q4 2025
May 15 Coatue Early Stage Fund Lp 2 reports combined amended

value not stated on cover page · SEC ↗

Feb 17–May 15
May 15 Coatue Smart Transportation Fund I LP 2 reports combined amended

value not stated on cover page · SEC ↗

Feb 17–May 15
Page 1 / 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