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 |
|---|---|---|---|---|---|
| 1651Next Century Growth Investors LLC | Q2 2026 | $1.89B | +$506.3M (+36.7%) | 113 | Aug 14, 2026 |
| 1652CAS Investment Partners, LLC | Q2 2026 | $1.88B | +$135.0M (+7.7%) | 6 | Aug 14, 2026 |
| 1653Occudo Quantitative Strategies LP | Q2 2026 | $1.88B | +$43.8M (+2.4%) | 748 | Aug 13, 2026 |
| 1654Kathmere Capital Management, LLC | Q2 2026 | $1.88B | +$268.9M (+16.7%) | 671 | Jul 29, 2026 |
| 1655Koshinski Asset Management, Inc. | Q2 2026 | $1.88B | +$274.7M (+17.1%) | 767 | Jul 27, 2026 |
| 1656Atwood & Palmer Inc | Q2 2026 | $1.87B | +$102.9M (+5.8%) | 495 | Jul 8, 2026 |
| 1657Sofinnova Investments, Inc. | Q2 2026 | $1.87B | −$123.9M (−6.2%) | 53 | Aug 14, 2026 |
| 1658Fragasso Group Inc. | Q2 2026 | $1.87B | +$213.8M (+12.9%) | 360 | Jul 9, 2026 |
| 1659Robinhood Asset Management, LLC | Q2 2026 | $1.87B | +$489.8M (+35.5%) | 83 | Aug 11, 2026 |
| 1660Texas Capital Bank Wealth Management Services Inc | Q2 2026 | $1.87B | +$183.2M (+10.9%) | 349 | Aug 7, 2026 |
| 1661Keystone Investors Pte Ltd | Q2 2026 | $1.87B | No prior filing | 84 | Aug 14, 2026 |
| 1662LMCG Investments, LLC | Q2 2026 | $1.87B | +$186.6M (+11.1%) | 225 | Jul 22, 2026 |
| 1663Charter Trust Co | Q2 2026 | $1.86B | +$152.9M (+8.9%) | 268 | Jul 15, 2026 |
| 1664Invictus Private Wealth, LLC | Q2 2026 | $1.86B | +$245.3M (+15.2%) | 86 | Jul 27, 2026 |
| 1665SRB Corp | Q2 2026 | $1.86B | +$231.1M (+14.2%) | 23 | Aug 14, 2026 |
| 1666Johnson Financial Group, LLC | Q2 2026 | $1.86B | +$354.5M (+23.6%) | 279 | Aug 6, 2026 |
| 1667Ninety One SA (PTY) Ltd | Q2 2026 | $1.85B | −$478.8M (−20.6%) | 110 | Jul 16, 2026 |
| 1668Spyglass Capital Management LLC | Q2 2026 | $1.85B | +$434.9M (+30.8%) | 25 | Aug 14, 2026 |
| 1669Verus Capital Partners, LLC | Q2 2026 | $1.85B | +$393.7M (+27.1%) | 502 | Aug 6, 2026 |
| 1670LBMC Investment Advisors, LLC | Q2 2026 | $1.85B | +$205.5M (+12.5%) | 245 | Aug 10, 2026 |
| 1671RK Capital Management, LLC | Q2 2026 | $1.84B | +$1.80B (+4,136.2%) | 21 | Aug 14, 2026 |
| 1672FJ Investments, LLC | Q2 2026 | $1.84B | +$308.0M (+20.1%) | 6 | Aug 6, 2026 |
| 1673Element Capital Management LLC | Q2 2026 | $1.84B | +$1.59B (+621.5%) | 53 | Aug 14, 2026 |
| 1674North Star Investment Management Corp. | Q2 2026 | $1.84B | +$189.8M (+11.5%) | 1,733 | Jul 28, 2026 |
| 1675Vanguard National Trust Co | Q2 2026 | $1.84B | +$247.9M (+15.6%) | 787 | Aug 13, 2026 |
| 1676Eversept Partners, LP | Q2 2026 | $1.83B | +$316.9M (+20.9%) | 115 | Aug 14, 2026 |
| 1677Bridgewater Advisors Inc. | Q2 2026 | $1.83B | +$153.0M (+9.1%) | 478 | Aug 5, 2026 |
| 1678Kensington Asset Management, LLC | Q2 2026 | $1.83B | −$2.71M (−0.1%) | 39 | Aug 12, 2026 |
| 1679Woodmont Investment Counsel LLC | Q2 2026 | $1.83B | +$209.4M (+12.9%) | 286 | Jul 27, 2026 |
| 1680National Asset Management, Inc. | Q2 2026 | $1.83B | +$284.1M (+18.4%) | 831 | Jul 14, 2026 |
| 1681Summit Global Investments | Q2 2026 | $1.83B | +$136.2M (+8.0%) | 523 | Aug 3, 2026 |
| 1682Roundview Capital LLC | Q2 2026 | $1.83B | +$223.6M (+13.9%) | 349 | Jul 30, 2026 |
| 1683Saratoga Research & Investment Management | Q2 2026 | $1.83B | +$65.3M (+3.7%) | 46 | Jul 23, 2026 |
| 1684Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Q2 2026 | $1.83B | +$646.7M (+54.8%) | 43 | Aug 7, 2026 |
| 1685HITE Hedge Asset Management LLC | Q2 2026 | $1.83B | +$54.0M (+3.0%) | 124 | Aug 14, 2026 |
| 1686NFP Retirement, Inc. | Q2 2026 | $1.82B | +$157.8M (+9.5%) | 321 | Aug 12, 2026 |
| 1687Stratos Wealth Advisors, LLC | Q2 2026 | $1.82B | +$192.0M (+11.8%) | 638 | Aug 11, 2026 |
| 1688Thomasville National Bank | Q2 2026 | $1.82B | No prior filing | 241 | Jul 20, 2026 |
| 1689VGI Partners Ltd | Q2 2026 | $1.81B | −$28.1M (−1.5%) | 122 | Aug 13, 2026 |
| 1690Aquamarine Financial (Cayman) Ltd | Q2 2026 | $1.81B | +$445.7M (+32.6%) | 17 | Aug 12, 2026 |
| 1691Kynam Capital Management, LP | Q2 2026 | $1.81B | +$233.9M (+14.8%) | 32 | Aug 14, 2026 |
| 1692Sage Financial Group Inc | Q2 2026 | $1.81B | +$268.2M (+17.4%) | 110 | Jul 21, 2026 |
| 1693Greenspring Advisors, LLC | Q2 2026 | $1.80B | +$163.9M (+10.0%) | 355 | Aug 11, 2026 |
| 1694Parcion Private Wealth LLC | Q2 2026 | $1.80B | +$187.8M (+11.6%) | 529 | Jul 27, 2026 |
| 1695Osborne Partners Capital Management, LLC | Q2 2026 | $1.80B | −$91.2M (−4.8%) | 203 | Aug 4, 2026 |
| 1696Trans-Canada Capital Inc. | Q2 2026 | $1.80B | +$409.7M (+29.5%) | 21 | Aug 13, 2026 |
| 1697Private Advisory Group LLC | Q2 2026 | $1.80B | +$362.4M (+25.2%) | 287 | Aug 6, 2026 |
| 1698Monticello Wealth Management, LLC | Q2 2026 | $1.80B | +$238.2M (+15.3%) | 312 | Aug 4, 2026 |
| 1699Willis Johnson & Associates, Inc. | Q2 2026 | $1.80B | +$80.6M (+4.7%) | 102 | Aug 13, 2026 |
| 170040 North Management LLC | Q2 2026 | $1.79B | +$91.7M (+5.4%) | 11 | Aug 14, 2026 |