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.
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.
| Institution | Quarter | Value | vs. prior quarter | Positions | Filed |
|---|---|---|---|---|---|
| 1501Highland Capital Management, LLC | Q2 2026 | $2.17B | +$283.0M (+15.0%) | 411 | Jul 21, 2026 |
| 1502J.Safra Asset Management Corp | Q2 2026 | $2.17B | +$315.2M (+17.0%) | 633 | Aug 6, 2026 |
| 1503Contrarius Group Holdings Ltd | Q2 2026 | $2.17B | +$404.3M (+22.9%) | 34 | Aug 11, 2026 |
| 1504Oddo BHF Asset Management SAS | Q2 2026 | $2.16B | −$376.8M (−14.8%) | 253 | Aug 13, 2026 |
| 1505StepStone Group LP | Q2 2026 | $2.16B | +$1.95B (+940.2%) | 23 | Aug 13, 2026 |
| 1506Money Concepts Capital Corp | Q2 2026 | $2.16B | +$349.6M (+19.3%) | 633 | Aug 4, 2026 |
| 1507Maren Capital LLC | Q2 2026 | $2.16B | +$245.5M (+12.8%) | 17 | Aug 13, 2026 |
| 1508Osmosis Investment Management UK Ltd | Q2 2026 | $2.15B | −$1.57B (−42.1%) | 452 | Aug 13, 2026 |
| 1509Plante Moran Financial Advisors, LLC | Q2 2026 | $2.15B | +$603.8M (+39.1%) | 1,589 | Aug 6, 2026 |
| 1510Greenwood Gearhart Inc | Q2 2026 | $2.15B | +$300.1M (+16.2%) | 168 | Jul 24, 2026 |
| 1511S&G Foundation | Q2 2026 | $2.15B | +$261.2M (+13.9%) | 21 | Aug 12, 2026 |
| 1512Quinn Opportunity Partners LLC | Q2 2026 | $2.14B | +$233.9M (+12.3%) | 353 | Aug 14, 2026 |
| 1513Ninety One North America, Inc. | Q2 2026 | $2.13B | −$93.0M (−4.2%) | 106 | Jul 16, 2026 |
| 1514BBR Partners, LLC | Q2 2026 | $2.13B | +$340.5M (+19.0%) | 250 | Aug 11, 2026 |
| 1515Traynor Capital Management, Inc. | Q2 2026 | $2.13B | +$449.7M (+26.8%) | 335 | Jul 22, 2026 |
| 1516Midland Wealth Advisors LLC | Q2 2026 | $2.13B | +$187.9M (+9.7%) | 160 | Jul 24, 2026 |
| 1517ADAR1 Capital Management, LLC | Q2 2026 | $2.13B | +$463.6M (+27.9%) | 267 | Aug 14, 2026 |
| 1518Cyndeo Wealth Partners, LLC | Q2 2026 | $2.12B | +$221.6M (+11.7%) | 517 | Jul 21, 2026 |
| 1519Stairway Partners, LLC | Q2 2026 | $2.12B | +$191.8M (+9.9%) | 18 | Jul 1, 2026 |
| 1520Osterweis Capital Management Inc | Q2 2026 | $2.12B | +$182.1M (+9.4%) | 231 | Aug 14, 2026 |
| 1521Main Street Research LLC | Q2 2026 | $2.12B | +$400.0M (+23.3%) | 140 | Jul 29, 2026 |
| 1522Generali Investments CEE, investicni spolecnost, a.s. | Q2 2026 | $2.11B | +$199.6M (+10.5%) | 462 | Jul 13, 2026 |
| 1523Nextech Invest, Ltd. | Q2 2026 | $2.11B | +$686.3M (+48.3%) | 15 | Aug 14, 2026 |
| 1524Rivernorth Capital Management, LLC | Q2 2026 | $2.10B | +$123.2M (+6.2%) | 585 | Aug 14, 2026 |
| 1525Oakworth Capital, Inc. | Q2 2026 | $2.10B | +$213.2M (+11.3%) | 939 | Jul 22, 2026 |
| 1526GDS Wealth Management | Q2 2026 | $2.10B | +$437.5M (+26.3%) | 232 | Aug 13, 2026 |
| 1527Creative Financial Designs Inc | Q2 2026 | $2.10B | +$454.4M (+27.6%) | 2,260 | Jul 28, 2026 |
| 1528Willis Investment Counsel | Q2 2026 | $2.10B | +$266.8M (+14.6%) | 125 | Aug 3, 2026 |
| 1529Cerberus Capital Management, L.P. | Q2 2026 | $2.09B | −$538.3M (−20.4%) | 11 | Aug 14, 2026 |
| 1530Nations Financial Group Inc, | Q2 2026 | $2.09B | +$151.8M (+7.8%) | 789 | Jul 23, 2026 |
| 1531Resonant Capital Advisors, LLC | Q2 2026 | $2.09B | +$188.9M (+9.9%) | 538 | Jul 24, 2026 |
| 1532Index Venture Associates VI Ltd | Q2 2026 | $2.09B | −$16.9M (−0.8%) | 3 | Aug 14, 2026 |
| 1533OneAscent Financial Services LLC | Q2 2026 | $2.09B | +$245.2M (+13.3%) | 605 | Aug 11, 2026 |
| 1534Shanda Asset Management Holdings Ltd | Q2 2026 | $2.09B | +$252.7M (+13.7%) | 6 | Aug 14, 2026 |
| 1535Thoroughbred Financial Services, LLC | Q2 2026 | $2.08B | +$409.3M (+24.4%) | 624 | Aug 11, 2026 |
| 1536Tectonic Advisors LLC | Q2 2026 | $2.08B | +$189.2M (+10.0%) | 289 | Jul 15, 2026 |
| 1537Kovack Advisors, Inc. | Q2 2026 | $2.08B | +$205.6M (+11.0%) | 1,070 | Jul 28, 2026 |
| 1538Cidel Asset Management Inc | Q2 2026 | $2.08B | +$245.4M (+13.4%) | 480 | Jul 17, 2026 |
| 1539Wright Fund Managment, LLC | Q2 2026 | $2.08B | +$345.3M (+19.9%) | 81 | Jul 9, 2026 |
| 1540Woodley Farra Manion Portfolio Management Inc | Q2 2026 | $2.08B | +$21.0M (+1.0%) | 131 | Aug 10, 2026 |
| 1541Ostrum Asset Management | Q2 2026 | $2.08B | +$294.2M (+16.5%) | 549 | Aug 13, 2026 |
| 1542Caligan Partners LP | Q2 2026 | $2.07B | +$658.9M (+46.6%) | 25 | Aug 14, 2026 |
| 1543UNC Management Company, Inc. | Q2 2026 | $2.07B | +$429.6M (+26.2%) | 6 | Aug 14, 2026 |
| 1544Diversified Enterprises, LLC | Q2 2026 | $2.07B | +$242.3M (+13.3%) | 425 | Jul 31, 2026 |
| 1545Dnca Finance | Q2 2026 | $2.06B | +$313.8M (+18.0%) | 116 | Aug 13, 2026 |
| 1546Spinnaker Trust | Q2 2026 | $2.06B | +$252.7M (+14.0%) | 309 | Aug 3, 2026 |
| 1547Rice Hall James & Associates, LLC | Q2 2026 | $2.05B | +$258.9M (+14.4%) | 240 | Aug 7, 2026 |
| 1548Arvest Bank Trust Division | Q2 2026 | $2.05B | +$212.7M (+11.6%) | 240 | Aug 13, 2026 |
| 1549Dorsey & Whitney Trust CO LLC | Q2 2026 | $2.05B | +$234.4M (+12.9%) | 730 | Aug 14, 2026 |
| 1550Capstone Financial Advisors, Inc. | Q2 2026 | $2.05B | +$195.8M (+10.5%) | 191 | Aug 14, 2026 |