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 |
|---|---|---|---|---|---|
| 1601Gobi Capital LLC | Q2 2026 | $1.96B | +$253.0M (+14.8%) | 10 | Aug 14, 2026 |
| 1602Symmetry Partners, LLC | Q2 2026 | $1.96B | +$211.1M (+12.1%) | 295 | Jul 23, 2026 |
| 1603Prescott General Partners LLC | Q2 2026 | $1.96B | +$591.9M (+43.4%) | 10 | Aug 14, 2026 |
| 1604Meeder Asset Management Inc | Q2 2026 | $1.96B | +$210.8M (+12.1%) | 930 | Aug 7, 2026 |
| 1605Berger Financial Group, Inc | Q2 2026 | $1.96B | +$172.3M (+9.7%) | 475 | Aug 4, 2026 |
| 1606Sun Life Financial INC | Q2 2026 | $1.95B | +$190.8M (+10.8%) | 44 | Aug 12, 2026 |
| 1607Granite Investment Partners, LLC | Q2 2026 | $1.95B | +$325.7M (+20.0%) | 277 | Aug 7, 2026 |
| 1608Founders Financial Securities LLC | Q2 2026 | $1.95B | +$179.6M (+10.1%) | 555 | Jul 31, 2026 |
| 1609Cormorant Asset Management, LP | Q2 2026 | $1.95B | −$32.2M (−1.6%) | 50 | Aug 14, 2026 |
| 1610Adell Harriman & Carpenter Inc | Q2 2026 | $1.95B | +$312.4M (+19.1%) | 158 | Aug 4, 2026 |
| 1611BOK Financial Private Wealth, Inc. | Q2 2026 | $1.95B | +$294.2M (+17.8%) | 792 | Aug 7, 2026 |
| 1612MUFG Securities Americas Inc. | Q2 2026 | $1.95B | +$395.0M (+25.4%) | 506 | Aug 14, 2026 |
| 1613Trinity Street Asset Management LLP | Q2 2026 | $1.94B | +$483.8M (+33.2%) | 23 | Jul 10, 2026 |
| 1614Tao Capital Management LP | Q2 2026 | $1.94B | +$1.82B (+1,532.6%) | 6 | Aug 14, 2026 |
| 1615Progeny 3, Inc. | Q2 2026 | $1.94B | +$68.2M (+3.6%) | 29 | Aug 14, 2026 |
| 1616Community Trust & Investment Co | Q2 2026 | $1.94B | +$96.7M (+5.3%) | 144 | Jul 8, 2026 |
| 1617McKinley Carter Wealth Services, Inc. | Q2 2026 | $1.94B | +$204.9M (+11.8%) | 317 | Jul 28, 2026 |
| 1618Evensky & Katz LLC | Q2 2026 | $1.94B | +$178.1M (+10.1%) | 72 | Jul 22, 2026 |
| 1619Guyasuta Investment Advisors Inc | Q2 2026 | $1.94B | +$207.2M (+12.0%) | 276 | Jul 20, 2026 |
| 1620Lakewood Capital Management, LP | Q2 2026 | $1.93B | +$371.0M (+23.8%) | 62 | Aug 14, 2026 |
| 1621Segment Wealth Management, LLC | Q2 2026 | $1.93B | +$223.4M (+13.1%) | 311 | Jul 16, 2026 |
| 1622Regal Investment Advisors LLC | Q2 2026 | $1.92B | +$192.8M (+11.1%) | 647 | Aug 14, 2026 |
| 1623Sourcerock Group LLC | Q2 2026 | $1.92B | −$454.3M (−19.1%) | 36 | Aug 14, 2026 |
| 1624Distillate Capital Partners LLC | Q2 2026 | $1.92B | +$24.9M (+1.3%) | 118 | Aug 14, 2026 |
| 1625MHR Fund Management LLC | Q2 2026 | $1.92B | +$551.3M (+40.3%) | 11 | Aug 14, 2026 |
| 1626GMT Capital Corp | Q2 2026 | $1.92B | −$272.4M (−12.4%) | 68 | Aug 14, 2026 |
| 1627Financial Advisory Service, Inc. | Q2 2026 | $1.92B | +$313.5M (+19.5%) | 516 | Jul 29, 2026 |
| 1628Hill Path Capital LP | Q2 2026 | $1.92B | +$547.5M (+40.0%) | 7 | Aug 14, 2026 |
| 1629Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | Q2 2026 | $1.92B | −$115.6M (−5.7%) | 47 | Aug 14, 2026 |
| 1630First Interstate Bank | Q2 2026 | $1.92B | +$137.3M (+7.7%) | 196 | Jul 24, 2026 |
| 1631Broadwood Capital Inc | Q2 2026 | $1.91B | +$494.4M (+34.8%) | 6 | Aug 13, 2026 |
| 1632Evergreen Wealth Solutions, LLC | Q2 2026 | $1.91B | +$498.5M (+35.3%) | 514 | Aug 14, 2026 |
| 1633Roffman Miller Associates Inc | Q2 2026 | $1.91B | +$177.9M (+10.3%) | 87 | Jul 13, 2026 |
| 1634Legacy Wealth Management, Inc | Q2 2026 | $1.91B | +$196.6M (+11.5%) | 30 | Jul 9, 2026 |
| 1635Signal Advisors Wealth, LLC | Q2 2026 | $1.91B | +$451.5M (+31.0%) | 626 | Aug 4, 2026 |
| 1636Rebalance, LLC | Q2 2026 | $1.91B | +$185.8M (+10.8%) | 103 | Jul 16, 2026 |
| 1637Campbell & CO Investment Adviser LLC | Q2 2026 | $1.91B | +$151.9M (+8.6%) | 1,005 | Aug 3, 2026 |
| 1638Grandfield & Dodd, LLC | Q2 2026 | $1.91B | +$136.7M (+7.7%) | 217 | Aug 7, 2026 |
| 1639Verdence Capital Advisors LLC | Q2 2026 | $1.90B | +$189.7M (+11.1%) | 653 | Jul 29, 2026 |
| 1640PDT Partners, LLC | Q2 2026 | $1.90B | +$214.3M (+12.7%) | 489 | Aug 14, 2026 |
| 1641Foster Victor Wealth Advisors, LLC | Q2 2026 | $1.90B | +$153.0M (+8.7%) | 252 | Jul 22, 2026 |
| 1642JANA Partners Management, LP | Q2 2026 | $1.90B | +$234.8M (+14.1%) | 10 | Aug 14, 2026 |
| 1643Everence Capital Management Inc | Q2 2026 | $1.90B | +$260.1M (+15.9%) | 853 | Aug 4, 2026 |
| 1644Greenhouse Funds LLLP | Q2 2026 | $1.90B | −$209.9M (−10.0%) | 29 | Aug 14, 2026 |
| 1645Triglav Skladi, D.O.O. | Q2 2026 | $1.90B | +$470.2M (+32.9%) | 184 | Aug 11, 2026 |
| 1646Fairview Capital Investment Management, LLC | Q2 2026 | $1.90B | +$53.8M (+2.9%) | 205 | Aug 14, 2026 |
| 1647Moody Lynn & Lieberson, LLC | Q2 2026 | $1.90B | +$113.6M (+6.4%) | 264 | Jul 20, 2026 |
| 1648Turtle Creek Wealth Advisors, LLC | Q2 2026 | $1.89B | +$569.8M (+43.0%) | 514 | Jul 27, 2026 |
| 1649TOMS Capital Investment Management LP | Q2 2026 | $1.89B | +$371.8M (+24.4%) | 16 | Aug 14, 2026 |
| 1650Patten & Patten Inc | Q2 2026 | $1.89B | +$232.8M (+14.1%) | 350 | Aug 5, 2026 |