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Manager record

Davidson Investment Advisors

Great Falls, MT · CIK 1140771 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.39BReported 13F valueQ3 2026 · as filed
122Holdings listed
-2.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.2B$2.2BQ2 2025121 holdingsQ3 2025: $2.4B$2.4BQ3 2025122 holdingsQ4 2025: $2.4B$2.4BQ4 2025119 holdingsQ1 2026: $2.3B$2.3BQ1 2026126 holdingsQ2 2026: $2.4B$2.4BQ2 2026123 holdingsQ3 2026: $2.4B$2.4BQ3 2026122 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$2.39B · 122 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$2.45B · 123 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR/A · period Q1 2026

$2.32B · 126 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$2.03B · 120 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$2.40B · 119 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$2.36B · 122 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$2.22B · 121 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology