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 |
|---|---|---|---|---|---|
| 1801Ally Invest Advisors Inc. | Q2 2026 | $1.66B | +$170.4M (+11.5%) | 75 | Aug 13, 2026 |
| 1802Nantahala Capital Management, LLC | Q2 2026 | $1.66B | +$53.5M (+3.3%) | 132 | Aug 18, 2026Amended |
| 1803Strategic Investment Advisors | Q2 2026 | $1.65B | +$205.2M (+14.2%) | 398 | Aug 14, 2026 |
| 1804Beacon Capital Management, Inc. | Q2 2026 | $1.65B | −$125.1M (−7.0%) | 131 | Aug 13, 2026 |
| 1805American Assets Investment Management, LLC | Q2 2026 | $1.65B | +$179.2M (+12.2%) | 146 | Aug 5, 2026 |
| 1806General American Investors Co Inc | Q2 2026 | $1.65B | +$136.9M (+9.1%) | 69 | Jul 31, 2026 |
| 1807Shapiro Capital Management LLC | Q2 2026 | $1.65B | +$49.7M (+3.1%) | 50 | Aug 6, 2026 |
| 1808Oriental Harbor Investment Fund | Q2 2026 | $1.65B | +$516.5M (+45.6%) | 13 | Aug 10, 2026 |
| 1809Gilead Sciences, Inc. | Q2 2026 | $1.65B | −$469.0M (−22.1%) | 5 | Aug 3, 2026 |
| 1810MFF Capital Investments Ltd | Q2 2026 | $1.65B | +$128.6M (+8.5%) | 19 | Aug 11, 2026 |
| 1811Boston Family Office LLC | Q2 2026 | $1.65B | +$144.7M (+9.6%) | 314 | Aug 12, 2026 |
| 1812BTC Capital Management, Inc. | Q2 2026 | $1.65B | +$169.7M (+11.5%) | 207 | Jul 16, 2026 |
| 1813Silver Oak Securities, Inc | Q2 2026 | $1.65B | +$279.3M (+20.4%) | 830 | Aug 7, 2026 |
| 1814Nichols & Pratt Advisers LLP | Q2 2026 | $1.65B | +$104.5M (+6.8%) | 109 | Aug 5, 2026 |
| 1815Aureus Asset Management, LLC | Q2 2026 | $1.65B | +$144.7M (+9.6%) | 239 | Aug 14, 2026 |
| 1816First Light Asset Management, LLC | Q2 2026 | $1.65B | +$529.4M (+47.4%) | 31 | Aug 14, 2026 |
| 1817Armstrong Advisory Group, Inc | Q2 2026 | $1.64B | +$151.7M (+10.2%) | 985 | Jul 13, 2026 |
| 1818Triodos Investment Management BV | Q2 2026 | $1.64B | +$319.7M (+24.2%) | 50 | Jul 29, 2026 |
| 1819Lutz Financial Services LLC | Q2 2026 | $1.64B | +$154.2M (+10.4%) | 112 | Aug 5, 2026 |
| 1820SFMG, LLC | Q2 2026 | $1.64B | +$182.1M (+12.5%) | 334 | Aug 13, 2026 |
| 1821MPM Oncology Impact Management LP | Q2 2026 | $1.64B | +$345.1M (+26.6%) | 37 | Aug 14, 2026 |
| 1822Opti Capital Management, LP | Q2 2026 | $1.64B | +$250.4M (+18.0%) | 46 | Aug 14, 2026 |
| 1823Milestone Resources Group Ltd | Q2 2026 | $1.64B | +$1.96M (+0.1%) | 8 | Aug 11, 2026 |
| 1824Evolve Private Wealth, LLC | Q2 2026 | $1.64B | −$235.0M (−12.6%) | 1,003 | Aug 12, 2026 |
| 1825MONECO Advisors, LLC | Q2 2026 | $1.64B | +$346.5M (+26.9%) | 595 | Aug 11, 2026 |
| 1826Howard Capital Management Group, LLC | Q2 2026 | $1.64B | +$129.0M (+8.6%) | 150 | Jul 16, 2026 |
| 1827Tradition Wealth Management, LLC | Q2 2026 | $1.64B | +$229.5M (+16.3%) | 538 | Aug 11, 2026 |
| 1828Appleton Partners Inc | Q2 2026 | $1.63B | +$198.4M (+13.8%) | 275 | Jul 21, 2026 |
| 1829Kopernik Global Investors, LLC | Q2 2026 | $1.63B | +$200.2M (+14.0%) | 26 | Aug 11, 2026 |
| 1830Himension Fund | Q2 2026 | $1.63B | +$328.6M (+25.2%) | 168 | Aug 13, 2026 |
| 1831Atalan Capital Partners, LP | Q2 2026 | $1.63B | +$545.2M (+50.2%) | 9 | Aug 14, 2026 |
| 1832CORDA Investment Management, LLC. | Q2 2026 | $1.63B | +$183.6M (+12.7%) | 85 | Aug 6, 2026 |
| 1833Lyell Wealth Management, LP | Q2 2026 | $1.63B | +$268.9M (+19.8%) | 232 | Aug 5, 2026 |
| 1834Quent Capital, LLC | Q2 2026 | $1.63B | +$218.1M (+15.5%) | 1,648 | Aug 7, 2026 |
| 1835Sage Mountain Advisors LLC | Q2 2026 | $1.63B | +$197.1M (+13.8%) | 304 | Aug 5, 2026 |
| 1836Avalon Trust Co | Q2 2026 | $1.63B | +$174.0M (+12.0%) | 462 | Aug 6, 2026 |
| 1837Concentric Capital Strategies, LP | Q2 2026 | $1.62B | +$477.9M (+41.7%) | 304 | Aug 14, 2026 |
| 1838Westpac Banking Corp | Q2 2026 | $1.62B | +$185.8M (+12.9%) | 498 | Aug 12, 2026 |
| 1839Strategy Capital LLC | Q2 2026 | $1.62B | +$399.7M (+32.7%) | 11 | Aug 13, 2026 |
| 1840Morningstar Investment Management LLC | Q2 2026 | $1.62B | +$6.35M (+0.4%) | 317 | Jul 21, 2026 |
| 1841Pine Ridge Advisers LLC | Q2 2026 | $1.62B | +$213.2M (+15.1%) | 40 | Aug 14, 2026 |
| 1842Naples Global Advisors, LLC | Q2 2026 | $1.62B | +$250.2M (+18.3%) | 466 | Jul 23, 2026 |
| 1843Capital Investment Advisory Services, LLC | Q2 2026 | $1.62B | +$249.3M (+18.2%) | 1,301 | Jul 23, 2026 |
| 1844Coastal Bridge Advisors, LLC | Q2 2026 | $1.62B | +$205.5M (+14.6%) | 469 | Aug 17, 2026 |
| 1845Strategic Wealth Partners, Ltd. | Q2 2026 | $1.62B | +$173.3M (+12.0%) | 1,459 | Aug 12, 2026 |
| 1846Recurrent Investment Advisors LLC | Q2 2026 | $1.61B | −$50.4M (−3.0%) | 71 | Aug 14, 2026 |
| 1847Sound View Wealth Advisors Group, LLC | Q2 2026 | $1.61B | +$140.8M (+9.6%) | 440 | Aug 11, 2026 |
| 1848RMR Wealth Builders | Q2 2026 | $1.61B | +$340.4M (+26.8%) | 316 | Jul 24, 2026 |
| 1849Valiant Capital Management, L.P. | Q2 2026 | $1.61B | +$335.3M (+26.4%) | 25 | Aug 14, 2026 |
| 1850Trust Asset Management LLC | Q2 2026 | $1.61B | +$208.9M (+15.0%) | 229 | Jul 14, 2026Amended |