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 |
|---|---|---|---|---|---|
| 1901Bank of Finland | Q2 2026 | $1.54B | +$176.9M (+12.9%) | 4 | Jul 2, 2026 |
| 1902First Heartland Consultants, Inc. | Q2 2026 | $1.54B | +$237.9M (+18.2%) | 589 | Jul 8, 2026 |
| 1903Landscape Capital Management, L.L.C. | Q2 2026 | $1.54B | −$34.8M (−2.2%) | 625 | Aug 11, 2026 |
| 1904Smith, Moore & Co. | Q2 2026 | $1.54B | +$165.5M (+12.0%) | 586 | Aug 12, 2026 |
| 1905Abundance Wealth Counselors | Q2 2026 | $1.54B | +$843.1M (+121.0%) | 314 | Jul 23, 2026 |
| 1906Flagship Pioneering Inc. | Q2 2026 | $1.54B | +$378.3M (+32.6%) | 5 | Aug 14, 2026 |
| 1907Kanawha Capital Management LLC | Q2 2026 | $1.54B | +$116.9M (+8.2%) | 228 | Jul 28, 2026 |
| 1908UNICOM Systems, Inc. | Q2 2026 | $1.53B | +$556.9M (+57.1%) | 39 | Jul 8, 2026 |
| 1909Stony Point Capital LLC | Q2 2026 | $1.53B | +$294.4M (+23.8%) | 29 | Aug 13, 2026 |
| 1910Alaska Permanent Capital Management | Q2 2026 | $1.53B | +$103.3M (+7.2%) | 41 | Aug 11, 2026 |
| 1911Baldwin Brothers Inc | Q2 2026 | $1.53B | +$152.9M (+11.1%) | 234 | Jul 14, 2026 |
| 1912Kontiki Capital Management (HK) Ltd. | Q2 2026 | $1.52B | +$98.8M (+6.9%) | 7 | Aug 12, 2026 |
| 1913Hollencrest Capital Management | Q2 2026 | $1.52B | −$1.16B (−43.3%) | 1,191 | Aug 13, 2026 |
| 1914Mangrove Partners | Q2 2026 | $1.52B | +$288.8M (+23.4%) | 426 | Aug 14, 2026 |
| 1915Adelante Capital Management LLC | Q2 2026 | $1.52B | +$106.2M (+7.5%) | 42 | Aug 14, 2026 |
| 1916Callodine Capital Management, LP | Q2 2026 | $1.52B | +$102.5M (+7.2%) | 62 | Aug 14, 2026 |
| 1917Marco Investment Management LLC | Q2 2026 | $1.52B | +$195.0M (+14.7%) | 245 | Aug 3, 2026 |
| 1918RVW Wealth, LLC | Q2 2026 | $1.52B | +$235.3M (+18.3%) | 183 | Jul 7, 2026 |
| 1919Algebris (UK) Ltd | Q2 2026 | $1.52B | +$136.4M (+9.9%) | 73 | Aug 11, 2026 |
| 1920Wellspring Financial Advisors, LLC | Q2 2026 | $1.52B | +$184.9M (+13.9%) | 288 | Jul 20, 2026 |
| 1921Carrhae Capital LLP | Q2 2026 | $1.52B | +$100.3M (+7.1%) | 23 | Jul 15, 2026 |
| 1922Styrax Capital, LP | Q2 2026 | $1.52B | +$84.9M (+5.9%) | 18 | Aug 14, 2026 |
| 1923Fairmount Funds Management LLC | Q2 2026 | $1.51B | +$128.6M (+9.3%) | 12 | Aug 14, 2026 |
| 1924Arete Wealth Advisors, LLC | Q2 2026 | $1.51B | +$178.4M (+13.4%) | 334 | Aug 12, 2026Amended |
| 1925Hodges Capital Management Inc. | Q2 2026 | $1.51B | +$302.4M (+25.0%) | 223 | Aug 3, 2026 |
| 1926M.D. Sass Investors Services, Inc. | Q2 2026 | $1.51B | +$190.8M (+14.5%) | 38 | Aug 7, 2026 |
| 1927NBT Bank N A | Q2 2026 | $1.51B | −$16.7M (−1.1%) | 1,069 | Jul 29, 2026 |
| 1928Alaska Permanent Fund Corp | Q2 2026 | $1.51B | −$61.7M (−3.9%) | 14 | Aug 24, 2026Amended |
| 1929Northwood Liquid Management LP | Q2 2026 | $1.51B | +$18.3M (+1.2%) | 22 | Aug 14, 2026 |
| 1930Hikari Tsushin, Inc. | Q2 2026 | $1.51B | +$55.8M (+3.8%) | 76 | Aug 11, 2026 |
| 1931Fusion Family Wealth LLC | Q2 2026 | $1.51B | +$166.0M (+12.4%) | 50 | Aug 7, 2026 |
| 1932Emerald Investment Advisers, LLC | Q2 2026 | $1.50B | +$391.5M (+35.2%) | 268 | Aug 12, 2026 |
| 1933CFS Investment Advisory Services, LLC | Q2 2026 | $1.50B | +$47.3M (+3.3%) | 357 | Jul 16, 2026 |
| 1934Perennial Investment Advisors, LLC | Q2 2026 | $1.50B | +$245.5M (+19.6%) | 561 | Aug 14, 2026 |
| 1935Advisor OS, LLC | Q2 2026 | $1.50B | +$117.1M (+8.5%) | 586 | Aug 5, 2026 |
| 1936Mill Capital Management, LLC | Q2 2026 | $1.50B | +$182.5M (+13.9%) | 128 | Aug 3, 2026 |
| 1937Schaper Benz & Wise Investment Counsel Inc | Q2 2026 | $1.50B | +$188.3M (+14.4%) | 160 | Jul 21, 2026 |
| 1938Highland Capital Management Fund Advisors, L.P. | Q2 2026 | $1.50B | +$62.9M (+4.4%) | 67 | Aug 14, 2026 |
| 1939Ethos Financial Group, LLC | Q2 2026 | $1.50B | +$127.0M (+9.3%) | 648 | Aug 7, 2026 |
| 1940Johns Hopkins University | Q2 2026 | $1.50B | +$115.8M (+8.4%) | 18 | Aug 14, 2026 |
| 1941N.E.W. Advisory Services LLC | Q2 2026 | $1.50B | +$157.9M (+11.8%) | 980 | Aug 6, 2026 |
| 1942SWF LLC | Q2 2026 | $1.49B | +$347.7M (+30.3%) | 14 | Aug 13, 2026 |
| 1943Tandem Investment Advisors, Inc. | Q2 2026 | $1.49B | −$546.9M (−26.8%) | 68 | Jul 31, 2026 |
| 1944ProVise Management Group, LLC | Q2 2026 | $1.49B | +$101.3M (+7.3%) | 282 | Aug 3, 2026 |
| 1945Aristotle Capital Boston, LLC | Q2 2026 | $1.49B | −$119.7M (−7.4%) | 119 | Aug 14, 2026 |
| 1946Fairholme Capital Management LLC | Q2 2026 | $1.49B | −$24.3M (−1.6%) | 13 | Aug 14, 2026 |
| 1947Redmile Group, LLC | Q2 2026 | $1.49B | −$20.6M (−1.4%) | 39 | Aug 14, 2026 |
| 1948Levin Capital Strategies, L.P. | Q2 2026 | $1.49B | +$174.1M (+13.2%) | 256 | Jul 31, 2026 |
| 1949Main Management LLC | Q2 2026 | $1.49B | +$114.5M (+8.3%) | 95 | Aug 14, 2026 |
| 1950WBH Advisory Inc | Q2 2026 | $1.49B | +$153.2M (+11.5%) | 363 | Aug 5, 2026 |