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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?

Latest 13F filings

Newest first. An amendment moves that quarter back to the top.

Latest 13F filings, newest first
FiledInstitutionQuarterPositionsValue
Aug 18, 2026Amended49 Wealth Management, LLCQ2 2026189$524.4M
Aug 18, 2026Tilia Fiduciary Partners, Inc.Q2 2026127$211.0M
Aug 18, 2026Sankala Group LLCQ2 2026631$149.8M
Aug 18, 2026AmendedKimelman & Baird, LLCQ2 2026261$1.36B
Aug 18, 2026AmendedPin Oak Investment Advisors IncQ2 2026563$140.6M
Aug 18, 2026Cannell Capital LLCQ2 202634$143.2M
Aug 18, 2026AmendedAdvisors Asset Management, Inc.Q1 20191,565$5.49B
Aug 18, 2026Madrid Financial ServicesQ4 202520$139.1M
Aug 18, 2026Madrid Financial ServicesQ3 202524$159.9M
Aug 18, 2026Madrid Financial ServicesQ2 202524$147.6M
Aug 18, 2026Madrid Financial ServicesQ1 202517$137.3M
Aug 18, 2026Madrid Financial ServicesQ4 202420$125.9M
Aug 18, 2026Beacon Pointe Advisors, LLCQ2 20261,868$21.5B
Aug 18, 2026Henson-Edgewater Management, LLCQ2 202666$192.0M
Aug 18, 2026Concorde Asset Management, LLCQ2 2026152$172.8M
Aug 18, 2026AmendedAdvisors Asset Management, Inc.Q3 20191,573$5.43B
Aug 18, 2026AmendedAdvisors Asset Management, Inc.Q2 20191,553$5.61B
Aug 18, 2026North Star Asset Management IncQ2 2026372$2.54B
Aug 18, 2026Mint Tower Capital Management B.V.Q2 2026342$847.0M
Aug 18, 2026Liontrust Investment Partners LLPQ2 2026194$6.80B
Aug 18, 2026AmendedGlenview Trust CoQ2 2026517$7.23B
Aug 18, 2026Fulcrum Asset Management LLPQ2 20261,027$1.00B
Aug 18, 2026AmendedCRCM LPQ2 202614$152.2M
Aug 18, 2026Ratan Capital Management LPQ2 202647$309.8M
Aug 18, 2026Livforsakringsbolaget Skandia, OmsesidigtQ2 2026444$2.91B
Aug 17, 2026Twin Lakes Capital Management, LLCQ2 2026208$261.5M
Aug 17, 2026Muhlenkamp & Co IncQ2 202628$345.3M
Aug 17, 2026Strait & Sound Wealth Management LLCQ2 2026163$284.4M
Aug 17, 2026Rakuten Investment Management, Inc.Q2 2026467$34.6B
Aug 17, 2026RIHO Partners, LLCQ2 202614$177.7M
Aug 17, 2026RB Capital Management, LLCQ2 2026201$511.1M
Aug 17, 2026Vista Private Wealth Partners. LLCQ2 202689$305.7M
Aug 17, 2026Orion Capital Management LLCQ2 2026504$321.9M
Aug 17, 2026JDM Financial Group LLCQ2 2026332$292.9M
Aug 17, 2026Leo H. Evart, Inc.Q2 2026295$126.6M
Aug 17, 2026Bridger Management, LLCQ2 202624$150.1M
Aug 17, 2026VY Capital Management Co. Ltd.Q2 20266$47.0B
Aug 17, 2026Thomas H Lee Partners LPQ2 20260$0
Aug 17, 2026Thomas H Lee Partners LPQ1 20260$0
Aug 17, 2026Copia Wealth ManagementQ2 2026570$166.5M
Aug 17, 2026First Nebraska Trust CoQ3 200686$227.7M
Aug 17, 2026First Nebraska Trust CoQ4 200688$246.6M
Aug 17, 2026AmendedWealth Management Strategies, Inc.Q4 202436$130.8M
Aug 17, 2026Harbert Fund Advisors, Inc.Q2 20260$0
Aug 17, 2026AmendedGrandeur Peak Global Advisors, LLCQ2 202675$432.1M
Aug 17, 2026AmendedAWH Capital, L.P.Q2 202622$145.7M
Aug 17, 2026AmendedHill City Capital, LPQ2 202628$4.28B
Aug 17, 2026E-Wealth Partners, LLCQ2 202659$138.3M
Aug 17, 2026Winning Points Advisors, LLCQ2 202642$75.9M
Aug 17, 2026Wealth Management Strategies, Inc.Q2 202539$186.1M