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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, 2026AtlasMark Financial, IncQ2 202648$203.1M
Aug 17, 2026Capstone Triton Financial Group, LLCQ2 202699$173.7M
Aug 17, 2026AmendedOne68 Global Capital, LLCQ2 202655$47.2M
Aug 17, 2026Altarock Partners LLCQ2 20268$4.24B
Aug 17, 2026Hauser Brothers GmbHQ2 20264$83.0M
Aug 17, 2026Stonehage Fleming Financial Services Holdings LtdQ2 2026215$2.93B
Aug 14, 2026Blue Edge Capital, LLCQ2 2026137$829.6M
Aug 14, 2026Jacobs Equity LLCQ2 2026121$144.7M
Aug 14, 2026EIG Asset Management, LLCQ2 20260$0
Aug 14, 2026Almitas Capital LLCQ2 2026130$417.4M
Aug 14, 2026Ma Investment Partnership, LPQ2 202613$561.4M
Aug 14, 2026AmendedStrive Financial Group ,LLCQ2 2026850$230.1M
Aug 14, 2026Council Ring Capital, LLCQ2 20260$0
Aug 14, 2026Fayez Sarofim & CoQ2 2026300$42.5B
Aug 14, 2026Redwood Investment Management, LLCQ2 2026306$1.01B
Aug 14, 2026Seven Fleet Capital Management LPQ2 202696$605.9M
Aug 14, 2026Parvin Asset Management, LLCQ2 2026317$125.2M
Aug 14, 2026Proficio Capital Partners LLCQ2 2026690$2.78B
Aug 14, 2026KM Capital Management Ltd.Q2 202648$212.8M
Aug 14, 2026Stonebridge Capital Management IncQ2 202670$207.6M
Aug 14, 2026Pure Financial Advisors, Inc.Q2 2026636$7.86B
Aug 14, 2026Payne Capital Management, LLCQ2 202688$375.0M
Aug 14, 2026Transamerica Financial Advisors, Inc.Q2 20262,187$1.18B
Aug 14, 2026Sanchez Levi GarrettQ2 202674$184.3M
Aug 14, 2026Adelante Capital Management LLCQ2 202642$1.52B
Aug 14, 2026Silver Point Capital L.P.Q2 202614$1.10B
Aug 14, 2026AmendedTorno Capital, LLCQ1 202620$242.3M
Aug 14, 2026PenderFund Capital Management Ltd.Q2 2026231$780.1M
Aug 14, 2026AmendedTorno Capital, LLCQ4 202531$234.5M
Aug 14, 2026Papamarkou Wellner Asset Management inc.Q2 202675$159.4M
Aug 14, 2026Balanced Rock Investment AdvisorQ2 2026102$160.3M
Aug 14, 2026Camarda Financial Advisors, LLCQ2 2026122$330.6M
Aug 14, 2026General Catalyst Group Management, LLCQ2 202614$188.5M
Aug 14, 2026AmendedDearborn Partners LLCQ2 2026285$1.77B
Aug 14, 2026Lifetime Wealth Management P.C.Q2 202690$171.3M
Aug 14, 2026Yukon Wealth Management, Inc.Q2 2026132$349.4M
Aug 14, 2026Wiser Advisor Group LLCQ2 2026229$91.3M
Aug 14, 2026Comprehensive Money Management Services LLCQ2 2026200$158.9M
Aug 14, 2026Maxele Advisors, LLCQ2 202698$143.1M
Aug 14, 2026AmendedKahn Brothers Group IncQ2 202648$632.7M
Aug 14, 2026Valueworks LLCQ2 202638$479.2M
Aug 14, 2026SwitchPoint Financial Planning, LLCQ2 202671$173.2M
Aug 14, 2026Empowered Funds, LLCQ2 20262,112$19.0B
Aug 14, 2026United Capital Financial Advisers, LLCQ2 20261,609$18.1B
Aug 14, 2026Glazer Capital, LLCQ2 2026549$4.05B
Aug 14, 2026American Family Investments, Inc.Q2 202613$5.54B
Aug 14, 2026Value Aligned Research Advisors, LLCQ2 202659$16.7B
Aug 14, 2026Merited Wealth, LLCQ2 202673$141.4M
Aug 14, 2026Passaic Partners LLCQ2 202616$1.05B
Aug 14, 2026Cook & Bynum Capital Management, LLCQ2 20266$134.5M