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 |
|---|---|---|---|---|---|
| 1701Charles Schwab Trust Co | Q2 2026 | $1.79B | +$250.2M (+16.2%) | 171 | Jul 10, 2026 |
| 1702Empire Life Investments Inc. | Q2 2026 | $1.79B | +$145.9M (+8.9%) | 113 | Jul 24, 2026 |
| 1703Legacy Private Trust Co. | Q2 2026 | $1.79B | +$172.7M (+10.7%) | 262 | Jul 21, 2026 |
| 1704Franklin Street Advisors Inc | Q2 2026 | $1.79B | +$160.4M (+9.8%) | 176 | Jul 9, 2026 |
| 1705First American Bank | Q2 2026 | $1.79B | +$195.7M (+12.3%) | 205 | Jul 15, 2026 |
| 1706Oak Associates, Ltd | Q2 2026 | $1.79B | +$301.5M (+20.3%) | 139 | Aug 14, 2026 |
| 1707Barr E S & Co | Q2 2026 | $1.78B | +$64.4M (+3.7%) | 112 | Aug 13, 2026 |
| 1708Capital Impact Advisors, LLC | Q2 2026 | $1.78B | +$1.54B (+620.6%) | 29 | Aug 7, 2026 |
| 1709Black Creek Investment Management Inc. | Q2 2026 | $1.78B | −$82.3M (−4.4%) | 27 | Aug 12, 2026 |
| 1710Catalyst Funds Management Pty Ltd | Q2 2026 | $1.78B | +$1.19B (+201.2%) | 641 | Aug 10, 2026 |
| 1711Nicholas Investment Partners, LP | Q2 2026 | $1.78B | +$390.0M (+28.1%) | 204 | Aug 14, 2026 |
| 1712Waterloo Capital, L.P. | Q2 2026 | $1.78B | +$351.4M (+24.7%) | 555 | Jul 29, 2026 |
| 1713Financiere des Professionnels - Fonds d,investissement inc. | Q2 2026 | $1.77B | +$67.9M (+4.0%) | 344 | Aug 5, 2026 |
| 1714Covalis Capital LLP | Q2 2026 | $1.77B | +$146.9M (+9.0%) | 100 | Aug 13, 2026 |
| 1715Stephens Group Asset Management, LLC | Q2 2026 | $1.77B | +$200.5M (+12.8%) | 26 | Jul 16, 2026 |
| 1716Indivisible Partners | Q2 2026 | $1.77B | +$638.9M (+56.5%) | 637 | Aug 4, 2026 |
| 1717Check Capital Management Inc | Q2 2026 | $1.77B | +$146.4M (+9.0%) | 52 | Aug 5, 2026Amended |
| 1718Oak Ridge Investments LLC | Q2 2026 | $1.77B | +$255.7M (+16.9%) | 170 | Jul 21, 2026 |
| 1719Park Presidio Capital LLC | Q2 2026 | $1.77B | +$340.7M (+23.9%) | 14 | Aug 14, 2026 |
| 1720Dearborn Partners LLC | Q2 2026 | $1.77B | −$81.2M (−4.4%) | 285 | Aug 14, 2026Amended |
| 1721Frank, Rimerman Advisors LLC | Q2 2026 | $1.77B | +$241.0M (+15.8%) | 612 | Jul 27, 2026 |
| 1722Guardian Wealth Advisors, LLC | Q2 2026 | $1.77B | +$192.4M (+12.2%) | 375 | Aug 14, 2026 |
| 1723Cardinal Point Capital Management, ULC | Q2 2026 | $1.77B | +$134.0M (+8.2%) | 294 | Jul 14, 2026 |
| 1724Shaolin Capital Management LLC | Q2 2026 | $1.76B | −$627.4M (−26.2%) | 546 | Aug 14, 2026 |
| 1725Atairos Group, Inc. | Q2 2026 | $1.76B | +$536.8M (+44.0%) | 5 | Aug 14, 2026 |
| 1726Rheos Capital Works Inc. | Q2 2026 | $1.75B | +$256.4M (+17.1%) | 82 | Aug 7, 2026 |
| 1727Fifth Third Securities, Inc. | Q2 2026 | $1.75B | +$207.5M (+13.4%) | 360 | Jul 15, 2026 |
| 1728Simmons Bank | Q2 2026 | $1.75B | +$260.2M (+17.4%) | 369 | Jul 31, 2026 |
| 1729Kryger Capital LLC | Q2 2026 | $1.75B | +$338.5M (+23.9%) | 109 | Aug 14, 2026 |
| 1730Liberty 77 Capital L.P. | Q2 2026 | $1.75B | +$295.9M (+20.3%) | 3 | Aug 14, 2026 |
| 1731Kepler Cheuvreux (Suisse) SA | Q2 2026 | $1.75B | +$242.7M (+16.1%) | 162 | Jul 15, 2026 |
| 1732Mogy Joel R Investment Counsel Inc | Q2 2026 | $1.75B | +$148.0M (+9.3%) | 121 | Jul 13, 2026 |
| 1733Aventail Capital Group, LP | Q2 2026 | $1.74B | −$326.4M (−15.8%) | 155 | Aug 14, 2026 |
| 1734Sather Financial Group Inc | Q2 2026 | $1.74B | +$115.5M (+7.1%) | 121 | Jul 30, 2026 |
| 1735Plato Investment Management Ltd | Q2 2026 | $1.74B | +$250.6M (+16.8%) | 496 | Aug 6, 2026 |
| 1736Goehring & Rozencwajg Associates, LLC | Q2 2026 | $1.74B | −$122.3M (−6.6%) | 41 | Aug 5, 2026 |
| 1737Shufro Rose & Co LLC | Q2 2026 | $1.74B | +$270.7M (+18.4%) | 311 | Aug 12, 2026 |
| 1738Ami Asset Management Corp | Q2 2026 | $1.74B | +$170.7M (+10.9%) | 99 | Jul 21, 2026 |
| 1739Fidelis Capital Partners, LLC | Q2 2026 | $1.74B | +$333.7M (+23.8%) | 538 | Aug 13, 2026 |
| 1740Catalytic Wealth RIA, LLC | Q2 2026 | $1.73B | −$681.6M (−28.2%) | 483 | Jul 16, 2026 |
| 1741Lee Danner & Bass Inc | Q2 2026 | $1.73B | +$142.1M (+8.9%) | 250 | Jul 21, 2026 |
| 1742Soltis Investment Advisors LLC | Q2 2026 | $1.73B | +$195.3M (+12.7%) | 613 | Jul 31, 2026 |
| 1743Beese Fulmer Investment Management, Inc. | Q2 2026 | $1.73B | +$171.1M (+11.0%) | 401 | Jul 29, 2026 |
| 1744S&CO Inc | Q2 2026 | $1.73B | +$119.1M (+7.4%) | 222 | Aug 6, 2026 |
| 1745Hallmark Capital Management Inc | Q2 2026 | $1.73B | +$177.6M (+11.4%) | 344 | Aug 4, 2026 |
| 1746True Link Financial Advisors, LLC | Q2 2026 | $1.73B | +$110.0M (+6.8%) | 104 | Jul 31, 2026Amended |
| 1747PDS Planning, Inc | Q2 2026 | $1.73B | +$211.6M (+14.0%) | 609 | Aug 5, 2026 |
| 1748Albion Financial Group | Q2 2026 | $1.73B | +$176.5M (+11.4%) | 650 | Jul 22, 2026 |
| 1749Patriot Investment Management Inc. | Q2 2026 | $1.72B | +$159.4M (+10.2%) | 240 | Jul 15, 2026 |
| 1750Howe & Rusling Inc | Q2 2026 | $1.72B | +$191.7M (+12.5%) | 479 | Aug 10, 2026 |