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 |
|---|---|---|---|---|---|
| 1551Ribbit Management Company, LLC | Q2 2026 | $2.05B | +$371.2M (+22.1%) | 15 | Aug 14, 2026 |
| 1552Sigma Investment Counselors Inc | Q2 2026 | $2.05B | +$159.0M (+8.4%) | 218 | Jul 28, 2026 |
| 1553First Western Trust Bank | Q2 2026 | $2.05B | +$70.9M (+3.6%) | 215 | Jul 29, 2026 |
| 1554Rock Springs Capital Management LP | Q2 2026 | $2.05B | +$352.2M (+20.8%) | 104 | Aug 14, 2026 |
| 1555Abrams Bison Investments, LLC | Q2 2026 | $2.05B | −$262.4M (−11.4%) | 11 | Aug 14, 2026 |
| 1556Affinity Asset Advisors, LLC | Q2 2026 | $2.04B | +$339.7M (+19.9%) | 104 | Aug 13, 2026 |
| 1557Jacobi Capital Management LLC | Q2 2026 | $2.04B | +$254.4M (+14.2%) | 644 | Jul 31, 2026 |
| 1558Berkley W R Corp | Q2 2026 | $2.04B | +$177.0M (+9.5%) | 339 | Aug 24, 2026Amended |
| 1559Univest Financial Corp | Q2 2026 | $2.04B | +$256.4M (+14.4%) | 275 | Aug 7, 2026 |
| 1560Siemens Fonds Invest GmbH | Q2 2026 | $2.04B | +$290.6M (+16.6%) | 538 | Aug 14, 2026 |
| 1561CenterBook Partners LP | Q2 2026 | $2.04B | +$174.2M (+9.4%) | 693 | Aug 11, 2026 |
| 1562Waters Parkerson & Co., LLC | Q2 2026 | $2.03B | +$82.4M (+4.2%) | 200 | Jul 30, 2026 |
| 1563Bank of Hawaii | Q2 2026 | $2.03B | +$118.2M (+6.2%) | 233 | Aug 13, 2026 |
| 1564Camden Capital, LLC | Q2 2026 | $2.03B | +$502.9M (+33.0%) | 672 | Jul 28, 2026 |
| 1565Principle Wealth Partners LLC | Q2 2026 | $2.03B | +$275.6M (+15.7%) | 398 | Aug 7, 2026 |
| 1566C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Q2 2026 | $2.03B | +$268.7M (+15.3%) | 424 | Jul 20, 2026 |
| 1567Aprio Wealth Management, LLC | Q2 2026 | $2.02B | +$193.0M (+10.5%) | 635 | Jul 24, 2026 |
| 1568Evanson Financial, LLC | Q2 2026 | $2.02B | No prior filing | 325 | Jul 7, 2026 |
| 1569Cambria Investment Management, L.P. | Q2 2026 | $2.02B | +$231.4M (+12.9%) | 731 | Aug 14, 2026 |
| 1570Bowie Capital Management, LLC | Q2 2026 | $2.02B | −$92.5M (−4.4%) | 30 | Aug 11, 2026 |
| 1571Waddell & Associates, LLC | Q2 2026 | $2.02B | +$248.7M (+14.0%) | 543 | Jul 15, 2026 |
| 1572Punch & Associates Investment Management, Inc. | Q2 2026 | $2.02B | +$287.8M (+16.6%) | 164 | Aug 14, 2026 |
| 1573Hamilton Capital, LLC | Q2 2026 | $2.02B | +$89.4M (+4.6%) | 159 | Aug 17, 2026 |
| 1574EcoR1 Capital, LLC | Q2 2026 | $2.02B | −$323.2M (−13.8%) | 31 | Aug 14, 2026 |
| 1575BCJ Capital Management, LLC | Q2 2026 | $2.01B | +$129.8M (+6.9%) | 501 | Aug 13, 2026 |
| 1576WealthPlan Investment Management, LLC | Q2 2026 | $2.01B | +$219.1M (+12.2%) | 473 | Jul 28, 2026 |
| 1577Essex Financial Services, Inc. | Q2 2026 | $2.01B | +$225.3M (+12.6%) | 836 | Aug 10, 2026 |
| 1578JFS Wealth Advisors, LLC | Q2 2026 | $2.01B | +$218.7M (+12.2%) | 2,253 | Jul 10, 2026 |
| 1579Courier Capital LLC | Q2 2026 | $2.00B | +$213.7M (+11.9%) | 399 | Jul 16, 2026 |
| 1580Strategic Blueprint, LLC | Q2 2026 | $2.00B | +$281.4M (+16.4%) | 689 | Jul 23, 2026 |
| 1581Voss Capital, LLC | Q2 2026 | $2.00B | +$251.8M (+14.4%) | 35 | Aug 14, 2026 |
| 1582Nwam LLC | Q2 2026 | $2.00B | +$262.8M (+15.1%) | 684 | Jul 23, 2026 |
| 1583Casdin Capital, LLC | Q2 2026 | $2.00B | +$677.2M (+51.3%) | 43 | Aug 14, 2026 |
| 1584Knights of Columbus Asset Advisors LLC | Q2 2026 | $2.00B | +$225.5M (+12.7%) | 386 | Jul 31, 2026 |
| 1585Cacti Asset Management LLC | Q2 2026 | $1.99B | +$372.6M (+23.0%) | 76 | Jul 1, 2026 |
| 1586Westchester Capital Management, LLC | Q2 2026 | $1.99B | −$77.1M (−3.7%) | 300 | Aug 14, 2026 |
| 1587Sepio Capital, LP | Q2 2026 | $1.99B | +$146.4M (+7.9%) | 346 | Jul 28, 2026 |
| 1588Toyota Motor Corp | Q2 2026 | $1.99B | −$454.5M (−18.6%) | 2 | Aug 4, 2026 |
| 1589PFG Advisors | Q2 2026 | $1.98B | −$70.0M (−3.4%) | 791 | Jul 16, 2026 |
| 1590Wesleyan Assurance Society | Q2 2026 | $1.98B | +$283.9M (+16.8%) | 109 | Jul 28, 2026 |
| 1591Boussard & Gavaudan Gestion SAS | Q2 2026 | $1.98B | No prior filing | 95 | Aug 19, 2026 |
| 1592ARGI Investment Services, LLC | Q2 2026 | $1.98B | +$308.9M (+18.5%) | 28 | Aug 14, 2026 |
| 1593LGT Capital Partners Ltd. | Q2 2026 | $1.97B | +$92.4M (+4.9%) | 38 | Aug 5, 2026 |
| 1594Oxford Financial Group Ltd | Q2 2026 | $1.97B | +$117.0M (+6.3%) | 296 | Aug 11, 2026 |
| 1595Smith Chas P & Associates Pa Cpas | Q2 2026 | $1.97B | +$129.9M (+7.0%) | 199 | Sep 11, 2026 |
| 1596Jordan Park Group LLC | Q2 2026 | $1.97B | +$93.7M (+5.0%) | 68 | Aug 11, 2026 |
| 1597Cramer Rosenthal McGlynn LLC | Q2 2026 | $1.97B | +$607.3M (+44.6%) | 95 | Aug 13, 2026 |
| 1598Aaron Wealth Advisors | Q2 2026 | $1.97B | +$237.8M (+13.7%) | 688 | Jul 16, 2026 |
| 1599F/M Investments LLC | Q2 2026 | $1.97B | +$461.9M (+30.7%) | 354 | Aug 5, 2026 |
| 1600Easterly Investment Partners LLC | Q2 2026 | $1.97B | +$658.4M (+50.4%) | 252 | Jul 23, 2026 |