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Institutional 13F filings

Investment managers with over $100 million in US equities must report their long positions on Form 13F within 45 days after each quarter ends. What is a 13F?

Holders of 5% or more of a company report within days on Schedule 13D or 13G, much sooner than 13F: latest 13D and 13G filings.

Q3 2026 13F filing season

The deadline is Nov 16, 2026, 6 days from now.

New filings
322
Filed Nov 9, 2026
Largest new filing
$272.1B
Bank of Montreal, Q3 2026
All of Q2 2026
8,934
Deadline
Nov 16, 2026
6 days left

Latest 13F by institution

Each institution's most recent 13F, largest portfolio first. Only institutions that have filed for Q2 2026 or later are listed; earlier filings are on each institution's page. Value counts long positions only, options excluded, and an amendment replaces the filing it amends.

Each institution's latest 13F, by portfolio value
InstitutionQuarterValuevs. prior quarterPositionsFiled
1BlackRock, Inc.Q2 2026$6.71T+$1.01T (+17.8%)5,652Aug 7, 2026
2Vanguard Capital Management LLCQ2 2026$4.68T+$637.2B (+15.8%)4,092Aug 13, 2026
3State Street CorpQ2 2026$3.38T+$486.9B (+16.8%)4,261Sep 22, 2026Amended
4FMR LLCQ2 2026$2.30T+$405.9B (+21.4%)5,562Aug 13, 2026
5Vanguard Portfolio Management LLCQ2 2026$2.22T+$305.1B (+15.9%)3,141Aug 13, 2026
6Geode Capital Management, LLCQ3 2026$1.92T+$49.1B (+2.6%)4,380Nov 6, 2026
7Morgan StanleyQ2 2026$1.89T+$231.0B (+13.9%)8,402Aug 13, 2026
8JPMorgan Chase & CoQ2 2026$1.71T+$238.5B (+16.2%)6,818Aug 12, 2026
9Bank of America CorpQ2 2026$1.55T+$184.1B (+13.5%)5,665Aug 14, 2026
10Invesco Ltd.Q2 2026$1.26T+$240.3B (+23.5%)3,812Aug 14, 2026
11Norges BankQ2 2026$1.00TNo prior filing1,617Aug 12, 2026
12Price T Rowe Associates IncQ2 2026$999.1B+$134.2B (+15.5%)3,241Aug 14, 2026
13Goldman Sachs Group IncQ2 2026$953.5B+$192.5B (+25.3%)5,626Aug 14, 2026
14Northern Trust CorpQ2 2026$859.8B+$103.2B (+13.6%)4,440Aug 13, 2026
15Capital World InvestorsQ2 2026$846.4B+$113.5B (+15.5%)637Aug 12, 2026
16Charles Schwab Investment Management IncQ2 2026$751.3B+$96.9B (+14.8%)3,439Aug 14, 2026
17Capital Research Global InvestorsQ2 2026$716.9B+$72.3B (+11.2%)426Aug 12, 2026
18UBS Group AGQ2 2026$629.2B+$65.7B (+11.6%)9,044Aug 13, 2026
19Bank of New York Mellon CorpQ3 2026$608.3B−$930.3M (−0.2%)4,373Nov 5, 2026
20Royal Bank of CanadaQ2 2026$590.8B+$63.2B (+12.0%)7,109Aug 14, 2026
21Wellington Management Group LLPQ2 2026$580.1B+$44.7B (+8.3%)1,898Aug 14, 2026
22Wells Fargo & CompanyQ2 2026$575.3B+$74.8B (+14.9%)6,803Aug 14, 2026
23Dimensional Fund Advisors LPQ3 2026$550.8B−$1.03B (−0.2%)3,224Nov 4, 2026
24UBS Asset Management Americas IncQ2 2026$550.1B+$69.1B (+14.4%)3,723Aug 13, 2026
25AmundiQ3 2026$496.1B+$80.5B (+19.4%)2,083Nov 6, 2026
26Ameriprise Financial IncQ2 2026$494.2B+$63.2B (+14.7%)4,062Aug 14, 2026
27Capital International InvestorsQ2 2026$483.6B+$57.1B (+13.4%)446Aug 12, 2026
28Legal & General Group PlcQ2 2026$479.5B+$47.2B (+10.9%)3,391Aug 14, 2026
29LPL Financial LLCQ3 2026$467.4B+$22.7B (+5.1%)6,072Nov 6, 2026
30Franklin Resources IncQ2 2026$461.9B+$53.6B (+13.1%)3,189Aug 13, 2026
31Vanguard Fiduciary Trust CoQ2 2026$454.4B+$58.2B (+14.7%)4,076Aug 13, 2026
32Envestnet Asset Management IncQ2 2026$424.2B+$50.7B (+13.6%)4,825Sep 23, 2026Amended
33Nuveen, LLCQ2 2026$419.2B+$49.9B (+13.5%)3,735Aug 11, 2026
34Raymond James Financial IncQ2 2026$368.7B+$44.5B (+13.7%)5,261Aug 14, 2026
35Deutsche Bank AGQ3 2026$362.2B+$18.1B (+5.3%)3,592Nov 6, 2026
36Fisher Asset Management, LLCQ3 2026$348.3B+$12.4B (+3.7%)1,054Nov 6, 2026
37Massachusetts Financial Services CoQ2 2026$312.6B+$15.9B (+5.4%)1,003Aug 3, 2026
38Berkshire Hathaway IncSuperinvestorBerkshire HathawayQ2 2026$299.3B+$36.2B (+13.7%)29Aug 14, 2026
39Barclays PLCQ3 2026$296.4B−$20.3B (−6.4%)4,566Nov 6, 2026
40AQR Capital Management LLCQ2 2026$286.8B+$68.5B (+31.4%)3,900Aug 14, 2026
41Alliancebernstein L.P.Q2 2026$281.5B−$27.3B (−8.8%)3,317Aug 14, 2026
42Bank of MontrealQ3 2026$272.1B+$1.82B (+0.7%)3,423Nov 9, 2026
43Jones Financial Companies LLLPQ2 2026$249.8B+$41.8B (+20.1%)4,961Aug 14, 2026
44Jupiter Topco LLCQ2 2026$245.4BNo prior filing2,461Aug 14, 2026
45American Century Companies IncQ2 2026$226.3B+$32.0B (+16.5%)2,884Aug 12, 2026
46Arrowstreet Capital, Limited PartnershipQ2 2026$225.4B+$40.6B (+22.0%)1,887Aug 13, 2026
47Vanguard Global Advisers, LLCQ2 2026$214.6B+$28.1B (+15.1%)3,638Aug 13, 2026
48Citigroup IncQ3 2026$209.1B−$6.22B (−2.9%)5,125Nov 4, 2026
49HSBC Holdings PLCQ2 2026$208.1B+$40.3B (+24.0%)2,414Aug 14, 2026
50Principal Financial Group IncQ3 2026$194.9B−$8.78B (−4.3%)2,234Nov 2, 2026