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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 17, 2026Brooks, Moore & Associates, Inc.Q2 2026114$222.9M
Aug 17, 2026Wealth Management Strategies, Inc.Q2 202645$255.9M
Aug 17, 2026AmendedWinning Points Advisors, LLCQ1 202642$99.9M
Aug 17, 2026WNY Asset Management, LLCQ2 2026260$1.12B
Aug 17, 2026Bank OzkQ2 2026159$336.7M
Aug 17, 2026Hamilton Capital, LLCQ2 2026159$2.02B
Aug 17, 2026Hayek Kallen Investment ManagementQ2 202697$329.7M
Aug 17, 2026PSquared Asset Management AGQ2 202615$305.4M
Aug 17, 2026Windward Management LPQ2 20267$137.7M
Aug 17, 2026Old North State Trust, LLCQ2 2026151$194.5M
Aug 17, 2026Caitlin John, LLCQ2 2026991$182.3M
Aug 17, 2026Asset Allocation Strategies LLCQ2 2026177$649.1M
Aug 17, 2026Ruggaard & Associates LLCQ2 2026128$278.7M
Aug 17, 2026Equitable Holdings, Inc.Q2 20261,799$16.7B
Aug 17, 2026Centaurus Financial, Inc.Q2 20261,111$2.57B
Aug 17, 2026Pangea Capital Gestao de Recursos Ltda.Q4 20258$123.5M
Aug 17, 2026Reality Financial Planning Services, LLCQ2 202618$103.6M
Aug 17, 2026Pangea Capital Gestao de Recursos Ltda.Q4 20229$111.9M
Aug 17, 2026Pangea Capital Gestao de Recursos Ltda.Q1 20236$115.0M
Aug 17, 2026Pangea Capital Gestao de Recursos Ltda.Q2 20258$111.6M
Aug 17, 2026Larch Capital Partners LLCQ2 202658$699.6M
Aug 17, 2026Integrated Investment Consultants, LLCQ2 2026269$507.6M
Aug 17, 2026AmendedBrasada Capital Management, LPQ2 2026151$554.0M
Aug 17, 2026Pangea Capital Gestao de Recursos Ltda.Q2 20236$128.9M
Aug 17, 2026Legacy Edge Advisors, LLCQ2 2025198$748.9M
Aug 17, 2026Legacy Edge Advisors, LLCQ1 2025181$641.0M
Aug 17, 2026Impala Asset Management LLCQ2 202620$176.4M
Aug 17, 2026Melia Wealth LLCQ2 202623$173.7M
Aug 17, 2026Pacific Heights Asset Management LLCQ2 202677$3.16B
Aug 17, 2026AmendedFSA Advisors, Inc.Q2 2026261$218.1M
Aug 17, 2026Nalls Sherbakoff Group, LLCQ2 2026378$140.7M
Aug 17, 2026Nalls Sherbakoff Group, LLCQ1 2026414$135.9M
Aug 17, 2026Legacy Edge Advisors, LLCQ3 2024183$626.0M
Aug 17, 2026Graybill Bartz & Assoc LtdQ2 202682$371.5M
Aug 17, 2026Legacy Edge Advisors, LLCQ2 2024175$542.7M
Aug 17, 2026AmendedStonepine Capital Management, LLCQ2 202672$131.4M
Aug 17, 2026Legacy Edge Advisors, LLCQ1 2024164$479.9M
Aug 17, 2026Legacy Edge Advisors, LLCQ4 2024177$630.0M
Aug 17, 2026Legacy Edge Advisors, LLCQ4 2023158$437.0M
Aug 17, 2026N10 Assets, LLCQ2 202634$231.3M
Aug 17, 2026Formula Growth LtdQ2 2026145$284.3M
Aug 17, 2026Coastal Bridge Advisors, LLCQ2 2026469$1.62B
Aug 17, 2026Jefferies Financial Group Inc.Q2 20261,338$10.9B
Aug 17, 2026Public Employees Retirement System of OhioQ2 20262,291$34.0B
Aug 17, 2026MASTERINVEST Kapitalanlage GmbHQ2 2026300$1.16B
Aug 17, 2026AmendedMcMill Wealth ManagementQ2 202660$416.9M
Aug 17, 2026AmendedRaffles Associates LPQ2 202648$117.3M
Aug 17, 2026AmendedXXEC, Inc.Q2 202623$770.1M
Aug 17, 2026Capstone Investment Advisors, LLCQ2 2026942$14.4B
Aug 17, 2026Littlejohn & Co LLCQ2 20268$78.6M