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 |
|---|---|---|---|---|---|
| 1951Winthrop Advisory Group LLC | Q2 2026 | $1.48B | +$261.2M (+21.3%) | 226 | Jul 17, 2026 |
| 1952Titleist Asset Management, LLC | Q2 2026 | $1.48B | +$160.1M (+12.1%) | 410 | Jul 20, 2026 |
| 1953Petredis Investment Advisors LLC | Q2 2026 | $1.48B | +$261.9M (+21.4%) | 114 | Jul 20, 2026 |
| 1954Cantor Fitzgerald Investment Adviser L.P. | Q2 2026 | $1.48B | +$126.5M (+9.3%) | 184 | Jul 24, 2026 |
| 1955American Express Co | Q2 2026 | $1.48B | +$601.2M (+68.3%) | 1 | Aug 7, 2026 |
| 1956Hackensack Meridian Health, Inc. | Q2 2026 | $1.48B | +$421.4M (+39.8%) | 7 | Aug 5, 2026 |
| 1957Fiduciary Alliance LLC | Q2 2026 | $1.48B | −$177.9M (−10.7%) | 535 | Jul 20, 2026 |
| 1958Mosaic Family Wealth Partners, LLC | Q2 2026 | $1.48B | +$500.4M (+51.2%) | 428 | Aug 5, 2026 |
| 1959Transcend Wealth Collective, LLC | Q2 2026 | $1.48B | +$231.9M (+18.6%) | 814 | Aug 4, 2026 |
| 1960Gemmer Asset Management LLC | Q2 2026 | $1.48B | +$222.0M (+17.7%) | 187 | Jul 15, 2026 |
| 1961NBC Securities, Inc. | Q2 2026 | $1.48B | +$143.6M (+10.8%) | 2,420 | Jul 21, 2026 |
| 1962Hilton Capital Management, LLC | Q2 2026 | $1.47B | +$145.6M (+11.0%) | 135 | Aug 4, 2026 |
| 1963Bank Hapoalim BM | Q2 2026 | $1.47B | +$816.7M (+125.3%) | 117 | Aug 5, 2026 |
| 1964Partners Group Holding AG | Q2 2026 | $1.47B | +$115.6M (+8.6%) | 52 | Aug 4, 2026 |
| 1965Harbor Capital Advisors, Inc. | Q2 2026 | $1.47B | +$231.9M (+18.8%) | 1,213 | Aug 7, 2026 |
| 1966Rovida Investment Management Ltd | Q2 2026 | $1.47B | +$669.4M (+83.9%) | 20 | Aug 5, 2026 |
| 1967Edgemoor Investment Advisors, Inc. | Q2 2026 | $1.47B | +$195.0M (+15.3%) | 188 | Aug 7, 2026 |
| 1968Parkside Financial Bank & Trust | Q2 2026 | $1.46B | +$161.6M (+12.4%) | 2,697 | Sep 4, 2026 |
| 1969MBL Wealth, LLC | Q2 2026 | $1.46B | +$143.2M (+10.8%) | 381 | Jul 15, 2026 |
| 1970Park West Asset Management LLC | Q2 2026 | $1.46B | +$330.9M (+29.2%) | 46 | Aug 14, 2026 |
| 1971Neumeier Poma Investment Counsel LLC | Q2 2026 | $1.46B | +$247.4M (+20.4%) | 42 | Aug 13, 2026 |
| 1972CapWealth Advisors, LLC | Q2 2026 | $1.46B | +$110.3M (+8.2%) | 118 | Jul 28, 2026 |
| 1973FORA Capital, LLC | Q2 2026 | $1.46B | +$91.8M (+6.7%) | 345 | Aug 13, 2026 |
| 1974Penobscot Investment Management Company, Inc. | Q2 2026 | $1.46B | +$176.9M (+13.8%) | 315 | Jul 24, 2026 |
| 1975Chai Trust Co LLC | Q2 2026 | $1.45B | +$272.9M (+23.1%) | 12 | Aug 14, 2026 |
| 1976Verity & Verity, LLC | Q2 2026 | $1.45B | +$111.4M (+8.3%) | 138 | Jul 28, 2026 |
| 1977SHP Wealth Management | Q2 2026 | $1.45B | +$128.0M (+9.7%) | 1,981 | Aug 11, 2026 |
| 1978Danmarks Nationalbank | Q2 2026 | $1.45B | +$249.2M (+20.7%) | 1 | Jul 8, 2026 |
| 1979Maven Securities LTD | Q2 2026 | $1.45B | −$274.4M (−15.9%) | 164 | Aug 14, 2026 |
| 1980Torno Capital, LLC | Q2 2026 | $1.45B | +$1.21B (+498.5%) | 31 | Aug 14, 2026 |
| 1981Baring Fintech Manager Holding Ltd | Q2 2026 | $1.45B | +$113.0M (+8.5%) | 1 | Aug 13, 2026 |
| 1982Narwhal Capital Management | Q2 2026 | $1.45B | +$92.8M (+6.8%) | 155 | Jul 24, 2026 |
| 1983Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | Q2 2026 | $1.44B | +$11.7M (+0.8%) | 50 | Aug 12, 2026 |
| 1984Nilsine Partners, LLC | Q2 2026 | $1.44B | +$164.1M (+12.8%) | 429 | Jul 24, 2026 |
| 1985Harvey Partners, LLC | Q2 2026 | $1.44B | +$211.1M (+17.1%) | 47 | Aug 14, 2026 |
| 1986One Day In July LLC | Q2 2026 | $1.44B | +$189.3M (+15.2%) | 167 | Aug 3, 2026 |
| 1987Colonial Trust Advisors | Q2 2026 | $1.44B | +$149.7M (+11.6%) | 806 | Aug 11, 2026 |
| 1988Bristol Gate Capital Partners Inc. | Q2 2026 | $1.44B | −$115.5M (−7.4%) | 33 | Aug 14, 2026 |
| 1989Inspire Advisors, LLC | Q2 2026 | $1.44B | +$209.2M (+17.0%) | 725 | Aug 13, 2026 |
| 1990Clean Energy Transition LLP | Q2 2026 | $1.44B | +$216.5M (+17.8%) | 14 | Aug 14, 2026 |
| 1991Soma Equity Partners LP | Q2 2026 | $1.44B | +$79.5M (+5.9%) | 24 | Aug 14, 2026 |
| 1992Unison Advisors LLC | Q2 2026 | $1.43B | +$116.3M (+8.8%) | 173 | Jul 22, 2026 |
| 1993Value Partners Investments Inc. | Q2 2026 | $1.43B | +$121.4M (+9.3%) | 104 | Jul 15, 2026 |
| 1994Hemenway Trust Co LLC | Q2 2026 | $1.43B | +$188.3M (+15.1%) | 135 | Aug 10, 2026 |
| 1995Washington Trust Bank | Q2 2026 | $1.43B | +$75.2M (+5.5%) | 206 | Aug 5, 2026 |
| 1996Harbor Investment Advisory, LLC | Q2 2026 | $1.43B | +$161.9M (+12.8%) | 1,310 | Jul 7, 2026 |
| 1997Arnhold LLC | Q2 2026 | $1.43B | +$67.5M (+5.0%) | 113 | Jul 27, 2026 |
| 1998V3 Holding Ltd | Q2 2026 | $1.43B | +$639.6M (+81.1%) | 1 | Aug 11, 2026 |
| 1999Tompkins Financial Corp | Q2 2026 | $1.43B | +$172.8M (+13.8%) | 548 | Jul 15, 2026 |
| 2000Tensor Edge Capital, LLC | Q2 2026 | $1.43B | +$846.0M (+145.4%) | 17 | Jul 15, 2026 |