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 |
|---|---|---|---|---|---|
| 1851Quintet Private Bank (Europe) S.A. | Q2 2026 | $1.60B | +$111.8M (+7.5%) | 196 | Jul 13, 2026 |
| 1852Moss Adams Wealth Advisors LLC | Q2 2026 | $1.60B | +$233.1M (+17.1%) | 307 | Jul 27, 2026 |
| 1853Investure, LLC | Q2 2026 | $1.60B | −$438.8M (−21.5%) | 17 | Aug 11, 2026 |
| 1854Clear Harbor Asset Management, LLC | Q2 2026 | $1.60B | +$156.2M (+10.8%) | 443 | Aug 12, 2026 |
| 1855DDD Partners, LLC | Q2 2026 | $1.60B | +$157.7M (+10.9%) | 164 | Aug 5, 2026 |
| 1856IMA Wealth, Inc. | Q2 2026 | $1.60B | +$574.5M (+56.1%) | 1,384 | Aug 10, 2026 |
| 1857Alpine Associates Management Inc. | Q2 2026 | $1.60B | −$98.7M (−5.8%) | 66 | Aug 6, 2026 |
| 1858Beaird Harris Wealth Management, LLC | Q2 2026 | $1.60B | +$125.1M (+8.5%) | 707 | Jul 8, 2026 |
| 1859Devon Energy Corp | Q2 2026 | $1.59B | +$1.12B (+234.8%) | 2 | Aug 13, 2026 |
| 1860Asset Dedication, LLC | Q2 2026 | $1.59B | +$161.0M (+11.3%) | 1,242 | Jul 30, 2026 |
| 1861NEA Management Company, LLC | Q2 2026 | $1.59B | −$171.2M (−9.7%) | 26 | Aug 14, 2026 |
| 1862Cryder Capital Partners LLP | Q2 2026 | $1.59B | +$55.7M (+3.6%) | 10 | Aug 4, 2026 |
| 1863Boston Private Wealth LLC | Q2 2026 | $1.59B | +$68.3M (+4.5%) | 384 | Jul 17, 2026 |
| 1864Gsa Capital Partners LLP | Q2 2026 | $1.59B | −$22.5M (−1.4%) | 1,692 | Aug 6, 2026 |
| 1865Wealthquest Corp | Q2 2026 | $1.59B | +$175.0M (+12.4%) | 177 | Jul 23, 2026 |
| 1866PPSC Investment Service Corp | Q2 2026 | $1.58B | +$317.0M (+25.0%) | 8 | Jul 23, 2026 |
| 1867Lynrock Lake LP | Q2 2026 | $1.58B | +$121.7M (+8.3%) | 27 | Aug 14, 2026 |
| 1868Blue Chip Partners, Inc. | Q2 2026 | $1.58B | +$193.8M (+14.0%) | 184 | Aug 14, 2026 |
| 1869Rockwood Wealth Management, LLC | Q2 2026 | $1.58B | +$185.1M (+13.3%) | 131 | Jul 13, 2026 |
| 1870Falcon Wealth Planning | Q2 2026 | $1.58B | +$112.9M (+7.7%) | 244 | Jul 13, 2026 |
| 1871Ranger Investment Management, L.P. | Q2 2026 | $1.58B | +$198.6M (+14.4%) | 83 | Aug 13, 2026 |
| 1872Penn Capital Management Co Inc | Q2 2026 | $1.58B | +$286.1M (+22.2%) | 185 | Jul 30, 2026 |
| 1873Checchi Capital Advisers, LLC | Q2 2026 | $1.57B | +$116.6M (+8.0%) | 603 | Aug 4, 2026 |
| 1874AlphaStar Capital Management, LLC | Q2 2026 | $1.57B | +$216.2M (+15.9%) | 279 | Jul 30, 2026 |
| 1875Beaumont Financial Advisors, LLC | Q2 2026 | $1.57B | +$115.5M (+7.9%) | 383 | Aug 4, 2026 |
| 1876Davy Global Fund Management Ltd | Q2 2026 | $1.57B | +$251.3M (+19.1%) | 289 | Jul 31, 2026 |
| 1877Gillespie Robinson & Grimm Inc | Q2 2026 | $1.57B | +$193.7M (+14.1%) | 118 | Jul 9, 2026 |
| 1878Nwi Management LP | Q2 2026 | $1.56B | −$70.3M (−4.3%) | 49 | Aug 14, 2026 |
| 1879Stonebridge Capital Advisors LLC | Q2 2026 | $1.56B | +$135.3M (+9.5%) | 215 | Aug 12, 2026 |
| 1880Everhart Financial Group, Inc. | Q2 2026 | $1.56B | +$388.7M (+33.1%) | 481 | Jul 8, 2026 |
| 1881QVT Financial LP | Q2 2026 | $1.56B | +$296.5M (+23.4%) | 72 | Aug 14, 2026 |
| 1882Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | Q2 2026 | $1.56B | +$305.5M (+24.3%) | 11 | Aug 14, 2026 |
| 1883YHB Investment Advisors, Inc. | Q2 2026 | $1.56B | +$166.4M (+11.9%) | 314 | Jul 14, 2026 |
| 1884P/E Global LLC | Q2 2026 | $1.56B | +$289.7M (+22.8%) | 8 | Jul 23, 2026 |
| 1885Heitman Real Estate Securities LLC | Q2 2026 | $1.56B | +$167.2M (+12.0%) | 57 | Aug 14, 2026 |
| 1886Main Street Financial Solutions, LLC | Q2 2026 | $1.56B | +$188.3M (+13.7%) | 595 | Aug 7, 2026 |
| 1887HoldCo Asset Management, L.P. | Q2 2026 | $1.56B | +$214.2M (+15.9%) | 29 | Aug 13, 2026 |
| 1888Philadelphia Trust Co | Q2 2026 | $1.56B | +$141.0M (+10.0%) | 269 | Aug 10, 2026 |
| 1889Hardy Reed LLC | Q2 2026 | $1.56B | +$186.7M (+13.6%) | 252 | Aug 3, 2026 |
| 1890Fullerton Fund Management Co Ltd. | Q2 2026 | $1.56B | +$307.6M (+24.6%) | 119 | Aug 14, 2026 |
| 1891Clear Creek Financial Management, LLC | Q2 2026 | $1.56B | +$250.2M (+19.2%) | 642 | Jul 27, 2026 |
| 1892Parvus Asset Management Jersey Ltd | Q2 2026 | $1.55B | +$367.9M (+31.1%) | 1 | Aug 14, 2026 |
| 1893Clearline Capital LP | Q2 2026 | $1.55B | +$264.2M (+20.5%) | 101 | Aug 14, 2026 |
| 1894Dark Forest Capital Management LP | Q2 2026 | $1.55B | +$423.3M (+37.6%) | 777 | Aug 14, 2026 |
| 1895Vicus Capital | Q2 2026 | $1.55B | +$189.1M (+13.9%) | 268 | Aug 5, 2026 |
| 1896Capital Performance Advisors LLP | Q2 2026 | $1.55B | +$53.2M (+3.6%) | 310 | Aug 14, 2026 |
| 1897Cozad Asset Management Inc | Q2 2026 | $1.55B | +$275.0M (+21.6%) | 453 | Aug 14, 2026 |
| 1898Bouchey Financial Group Ltd | Q2 2026 | $1.55B | +$184.8M (+13.6%) | 191 | Jul 27, 2026 |
| 1899Neville Rodie & Shaw Inc | Q2 2026 | $1.55B | +$168.7M (+12.3%) | 244 | Jul 6, 2026 |
| 1900Cumberland Partners Ltd | Q2 2026 | $1.54B | +$227.0M (+17.2%) | 153 | Aug 6, 2026 |