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 |
|---|---|---|---|---|---|
| 1751Ssi Investment Management LLC | Q2 2026 | $1.72B | +$272.6M (+18.8%) | 248 | Aug 10, 2026 |
| 1752Foster Dykema Cabot & Partners, LLC | Q2 2026 | $1.72B | +$149.3M (+9.5%) | 324 | Aug 11, 2026 |
| 1753Goldentree Asset Management LP | Q2 2026 | $1.72B | +$33.5M (+2.0%) | 31 | Aug 14, 2026 |
| 1754Fukoku Mutual Life Insurance Co | Q2 2026 | $1.72B | +$189.3M (+12.4%) | 256 | Jul 24, 2026 |
| 1755Vivaldi Asset Management, LLC | Q2 2026 | $1.72B | −$186.0M (−9.8%) | 161 | Aug 13, 2026 |
| 1756Novo Holdings A/S | Q2 2026 | $1.72B | +$480.8M (+39.0%) | 25 | Aug 14, 2026 |
| 1757Dendur Capital LP | Q2 2026 | $1.71B | +$349.4M (+25.7%) | 23 | Aug 14, 2026 |
| 1758L1 Capital International Pty Ltd | Q2 2026 | $1.71B | +$29.9M (+1.8%) | 21 | Aug 13, 2026 |
| 1759Sienna Gestion | Q2 2026 | $1.71B | +$182.6M (+12.0%) | 177 | Aug 13, 2026 |
| 1760CTC LLC | Q2 2026 | $1.70B | +$454.3M (+36.4%) | 28 | Aug 13, 2026 |
| 1761Ardmore Road Asset Management LP | Q2 2026 | $1.70B | +$184.7M (+12.2%) | 70 | Aug 14, 2026 |
| 1762Amanah Holdings Trust | Q2 2026 | $1.70B | +$794.5M (+87.5%) | 20 | Jul 17, 2026 |
| 1763Gillson Capital LP | Q2 2026 | $1.70B | +$477.6M (+39.1%) | 80 | Aug 14, 2026 |
| 1764Fulton Breakefield Broenniman LLC | Q2 2026 | $1.70B | +$163.5M (+10.7%) | 208 | Aug 3, 2026 |
| 1765Keel Point, LLC | Q2 2026 | $1.69B | +$201.2M (+13.5%) | 514 | Aug 14, 2026 |
| 1766Tiaa Trust, National Association | Q2 2026 | $1.69B | +$45.9M (+2.8%) | 344 | Aug 10, 2026 |
| 1767Avestar Capital, LLC | Q2 2026 | $1.69B | +$230.3M (+15.8%) | 490 | Jul 29, 2026 |
| 1768Browning West LP | Q2 2026 | $1.69B | +$72.9M (+4.5%) | 6 | Aug 14, 2026 |
| 1769Boston Common Asset Management, LLC | Q2 2026 | $1.69B | +$134.2M (+8.6%) | 186 | Jul 21, 2026 |
| 1770Triad Wealth Partners, LLC | Q2 2026 | $1.69B | +$425.0M (+33.7%) | 553 | Aug 10, 2026 |
| 1771Keystone Financial Group | Q2 2026 | $1.69B | +$225.4M (+15.4%) | 567 | Jul 29, 2026 |
| 1772Maple Capital Management, Inc. | Q2 2026 | $1.68B | +$190.3M (+12.7%) | 127 | Aug 13, 2026 |
| 1773Theleme Partners LLP | Q2 2026 | $1.68B | +$182.3M (+12.1%) | 9 | Aug 13, 2026 |
| 1774Bain Capital Life Sciences Investors, LLC | Q2 2026 | $1.68B | +$573.2M (+51.7%) | 21 | Aug 14, 2026 |
| 1775Cornerstone Wealth Group, LLC | Q2 2026 | $1.68B | +$130.0M (+8.4%) | 496 | Jul 27, 2026 |
| 1776Pinnacle Wealth Management Advisory Group, LLC | Q2 2026 | $1.68B | +$216.3M (+14.8%) | 572 | Aug 5, 2026 |
| 1777Commodore Capital LP | Q2 2026 | $1.68B | −$49.5M (−2.9%) | 33 | Aug 14, 2026 |
| 1778Trustmark National Bank Trust Department | Q2 2026 | $1.68B | +$123.2M (+7.9%) | 278 | Aug 12, 2026 |
| 1779DRW Securities, LLC | Q2 2026 | $1.68B | −$157.9M (−8.6%) | 811 | Aug 14, 2026 |
| 1780Spear Holdings RSC Ltd | Q2 2026 | $1.68B | +$742.7M (+79.4%) | 18 | Jul 27, 2026 |
| 1781PBCay One RSC Ltd | Q2 2026 | $1.68B | +$742.7M (+79.4%) | 18 | Jul 27, 2026 |
| 1782Heck Capital Advisors, LLC | Q2 2026 | $1.67B | +$326.0M (+24.2%) | 214 | Jul 10, 2026 |
| 1783Invenomic Capital Management LP | Q2 2026 | $1.67B | −$491.9M (−22.7%) | 115 | Aug 14, 2026 |
| 1784International Assets Investment Management, LLC | Q2 2026 | $1.67B | +$233.3M (+16.2%) | 2,355 | Jul 22, 2026 |
| 1785Aew Capital Management L P | Q2 2026 | $1.67B | +$295.4M (+21.4%) | 39 | Aug 4, 2026 |
| 1786China Universal Asset Management Co., Ltd. | Q2 2026 | $1.67B | +$351.4M (+26.6%) | 513 | Jul 24, 2026 |
| 1787Zions Bancorporation, National Association | Q2 2026 | $1.67B | +$119.5M (+7.7%) | 1,629 | Jul 31, 2026 |
| 1788Kentucky Retirement Systems Insurance Trust Fund | Q2 2026 | $1.67B | +$200.3M (+13.6%) | 495 | Aug 14, 2026 |
| 1789Leonteq Securities AG | Q2 2026 | $1.67B | +$20.9M (+1.3%) | 1,188 | Jul 27, 2026 |
| 1790Global Alpha Capital Management Ltd. | Q2 2026 | $1.67B | +$6.70M (+0.4%) | 48 | Aug 12, 2026 |
| 1791Naya Capital Management UK Ltd | Q2 2026 | $1.67B | +$487.2M (+41.3%) | 3 | Aug 14, 2026 |
| 1792Gateway Wealth Partners, LLC | Q2 2026 | $1.67B | −$899.0M (−35.0%) | 750 | Aug 4, 2026 |
| 1793Angeles Investment Advisors, LLC | Q2 2026 | $1.66B | +$177.3M (+11.9%) | 31 | Jul 22, 2026 |
| 1794No Street GP LP | Q2 2026 | $1.66B | +$167.5M (+11.2%) | 32 | Aug 14, 2026 |
| 1795Colony Capital, Inc. | Q2 2026 | $1.66B | +$86.9M (+5.5%) | 57 | Aug 14, 2026 |
| 1796City of London Investment Management Co Ltd | Q2 2026 | $1.66B | +$284.3M (+20.6%) | 80 | Jul 31, 2026 |
| 1797Icon Wealth Advisors, LLC | Q2 2026 | $1.66B | +$120.7M (+7.8%) | 420 | Aug 5, 2026 |
| 1798First American Trust, FSB | Q2 2026 | $1.66B | +$172.4M (+11.6%) | 307 | Aug 10, 2026 |
| 1799Compass Capital Management, Inc | Q2 2026 | $1.66B | +$3.07M (+0.2%) | 91 | Aug 6, 2026 |
| 1800Cahaba Wealth Management, Inc. | Q2 2026 | $1.66B | +$184.9M (+12.6%) | 158 | Jul 31, 2026 |