Latest 13F filings

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Latest 13F filings, newest first
InstitutionQuarterFiledPositionsTotal value
Atomic Invest LLCQ2 2026Sep 25, 2026389$1.14B
Atomic Invest LLCQ1 2026Sep 24, 2026356$212.35M
Bullock Wealth Management GroupQ1 2024Sep 24, 2026569$149.11M
Bullock Wealth Management GroupQ2 2024Sep 24, 2026569$152.63M
Bullock Wealth Management GroupQ3 2024Sep 24, 2026572$165.67M
Bullock Wealth Management GroupQ4 2024Sep 24, 2026599$171.27M
Bullock Wealth Management GroupQ1 2025Sep 24, 2026576$178.78M
Bullock Wealth Management GroupQ2 2025Sep 24, 2026590$188.64M
Bullock Wealth Management GroupQ3 2025Sep 24, 2026619$200.94M
ENVESTNET ASSET MANAGEMENT INCQ2 2026Sep 23, 2026Amended4,825$424.24B
Envestnet Portfolio Solutions, Inc.Q2 2026Sep 23, 2026Amended1,370$20.9B
QRG CAPITAL MANAGEMENT, INC.Q2 2026Sep 23, 2026Amended1,214$12.19B
PENSIOENFONDS RAIL & OVQ1 2025Sep 23, 202640$1.44B
PENSIOENFONDS RAIL & OVQ4 2024Sep 23, 202637$1.47B
Innovative Advisory Group, LLCQ4 2025Sep 22, 2026244$152.49M
Innovative Advisory Group, LLCQ3 2025Sep 22, 2026251$152.3M
Innovative Advisory Group, LLCQ2 2025Sep 22, 2026253$116.7M
Innovative Advisory Group, LLCQ1 2025Sep 22, 2026242$105.34M
Innovative Advisory Group, LLCQ4 2024Sep 22, 2026236$112.16M
Deeter Investments LLPQ1 2026Sep 22, 202699$570.34M
PENSIOENFONDS RAIL & OVQ3 2024Sep 22, 2026Amended35$1.44B
PENSIOENFONDS RAIL & OVQ2 2024Sep 22, 2026Amended36$1.33B
PENSIOENFONDS RAIL & OVQ1 2024Sep 22, 2026Amended37$1.38B
PENSIOENFONDS RAIL & OVQ4 2023Sep 22, 2026Amended36$1.73B
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2022Sep 22, 202612$115.98M
Andra AP-fondenQ2 2026Sep 22, 2026393$8.7B
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2023Sep 22, 202613$169.7M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2024Sep 22, 202612$115.98M
STATE STREET CORPQ2 2026Sep 22, 2026Amended4,261$3.38T
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ3 2024Sep 22, 202612$119.8M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ3 2023Sep 22, 202612$138.32M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ2 2024Sep 22, 202611$177.95M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ2 2023Sep 22, 202613$155.36M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2025Sep 22, 20269$77.12M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2024Sep 22, 202613$187.83M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2023Sep 22, 202612$120.76M
Innovative Advisory Group, LLCQ1 2026Sep 21, 202624$113.45M
Innovative Advisory Group, LLCQ2 2026Sep 21, 202629$130.86M
PENSIOENFONDS RAIL & OVQ3 2023Sep 21, 2026Amended37$1.59B
PENSIOENFONDS RAIL & OVQ2 2023Sep 21, 2026Amended37$2.68B
Silicon Valley Capital PartnersQ2 2026Sep 21, 2026457$1.23B
PENSIOENFONDS RAIL & OVQ1 2023Sep 21, 2026Amended37$2.59B
Altar Rock LLCQ2 2026Sep 21, 202677$68.44M
Altar Rock LLCQ1 2026Sep 21, 2026144$85.18M
Altar Rock LLCQ4 2025Sep 21, 2026139$83.45M
Premier Financial GroupQ2 2026Sep 18, 2026234$497.29M
MAC Alpha Capital Management, LPQ2 2026Sep 18, 2026Amended21$213.13M
SECURITY NATIONAL BANK OF SO DAKQ2 2026Sep 18, 2026287$216.58M
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Q2 2026Sep 18, 2026321$243.69M
Kirkwood Financial ServicesQ3 2025Sep 18, 202634$270.12M