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 |
|---|---|---|---|---|---|
| 2001Summit Financial Strategies, Inc. | Q2 2026 | $1.42B | +$155.6M (+12.3%) | 172 | Jul 24, 2026 |
| 2002United Asset Strategies, Inc. | Q2 2026 | $1.41B | +$158.0M (+12.6%) | 259 | Jul 13, 2026 |
| 2003Main Management Fund Advisors LLC | Q2 2026 | $1.41B | +$223.5M (+18.8%) | 8 | Aug 14, 2026 |
| 2004Nixon Peabody Trust Co | Q2 2026 | $1.41B | +$155.4M (+12.4%) | 177 | Jul 27, 2026 |
| 2005Magnus Financial Group LLC | Q2 2026 | $1.41B | +$182.1M (+14.8%) | 387 | Jul 9, 2026 |
| 2006First Long Island Investors, LLC | Q2 2026 | $1.41B | +$178.1M (+14.4%) | 73 | Aug 13, 2026 |
| 2007MidFirst Bank | Q2 2026 | $1.41B | +$201.5M (+16.7%) | 943 | Aug 7, 2026 |
| 2008Sava Infond d.o.o. | Q2 2026 | $1.41B | +$705.3M (+100.1%) | 242 | Jul 16, 2026 |
| 2009Novare Capital Management LLC | Q2 2026 | $1.41B | +$147.0M (+11.7%) | 210 | Aug 7, 2026 |
| 2010Guardcap Asset Management Ltd | Q2 2026 | $1.41B | −$339.9M (−19.5%) | 18 | Aug 14, 2026Amended |
| 2011Pale Fire Capital SE | Q2 2026 | $1.41B | +$267.8M (+23.5%) | 71 | Aug 13, 2026 |
| 2012Van Hulzen Asset Management, LLC | Q2 2026 | $1.41B | +$59.7M (+4.4%) | 387 | Aug 13, 2026 |
| 2013Weatherly Asset Management L. P. | Q2 2026 | $1.40B | +$168.5M (+13.6%) | 188 | Jul 20, 2026 |
| 2014Retirement Investment Advisors, Inc. | Q2 2026 | $1.40B | +$160.2M (+12.9%) | 66 | Jul 15, 2026 |
| 2015Steelhead Partners LLC | Q2 2026 | $1.40B | +$11.0M (+0.8%) | 25 | Aug 14, 2026 |
| 2016Impactive Capital LP | Q2 2026 | $1.40B | +$22.3M (+1.6%) | 8 | Aug 14, 2026 |
| 2017Traphagen Investment Advisors LLC | Q2 2026 | $1.40B | +$165.6M (+13.4%) | 219 | Jul 16, 2026 |
| 2018Axxion S.A. | Q2 2026 | $1.40B | No prior filing | 521 | Aug 14, 2026 |
| 2019Parkwood LLC | Q2 2026 | $1.40B | +$269.4M (+23.9%) | 71 | Aug 14, 2026 |
| 2020Madrone Advisors, LLC | Q2 2026 | $1.39B | +$367.0M (+35.7%) | 6 | Aug 13, 2026 |
| 2021Private Wealth Partners, LLC | Q2 2026 | $1.39B | +$94.6M (+7.3%) | 178 | Aug 3, 2026 |
| 2022Pertento Partners LLP | Q2 2026 | $1.39B | +$448.9M (+47.6%) | 14 | Aug 13, 2026 |
| 2023Scheer, Rowlett & Associates Investment Management Ltd. | Q2 2026 | $1.39B | +$706.0K (+0.1%) | 30 | Aug 12, 2026 |
| 2024Irenic Capital Management LP | Q2 2026 | $1.39B | +$286.5M (+26.0%) | 43 | Aug 14, 2026 |
| 2025AltraVue Capital, LLC | Q2 2026 | $1.39B | +$226.1M (+19.5%) | 26 | Aug 13, 2026 |
| 2026First Financial Bank - Trust Division | Q3 2026 | $1.39B | −$15.7M (−1.1%) | 205 | Oct 1, 2026 |
| 2027Telemark Asset Management, LLC | Q2 2026 | $1.38B | +$302.3M (+27.9%) | 57 | Aug 10, 2026 |
| 2028KWMG, LLC | Q2 2026 | $1.38B | +$185.8M (+15.5%) | 153 | Jul 8, 2026 |
| 2029Rakuten Group, Inc. | Q2 2026 | $1.38B | −$1.19B (−46.3%) | 5 | Aug 11, 2026 |
| 2030Dundas Partners LLP | Q2 2026 | $1.38B | +$128.5M (+10.2%) | 31 | Aug 14, 2026 |
| 2031Teewinot Capital Advisers, L.L.C. | Q2 2026 | $1.38B | +$128.4M (+10.2%) | 31 | Aug 14, 2026 |
| 2032Crewe Advisors LLC | Q2 2026 | $1.38B | +$208.6M (+17.8%) | 1,135 | Jul 23, 2026 |
| 2033Laurion Capital Management LP | Q2 2026 | $1.38B | +$314.0M (+29.5%) | 253 | Aug 13, 2026 |
| 2034Diversified Portfolios, Inc. | Q2 2026 | $1.38B | +$162.1M (+13.3%) | 201 | Aug 4, 2026 |
| 2035Advyzon Investment Management, LLC | Q2 2026 | $1.38B | +$262.2M (+23.5%) | 754 | Aug 14, 2026 |
| 2036PKO Investment Management Joint-Stock Co | Q2 2026 | $1.38B | +$188.4M (+15.9%) | 228 | Jul 20, 2026 |
| 2037XML Financial, LLC | Q2 2026 | $1.37B | +$135.4M (+10.9%) | 447 | Jul 24, 2026 |
| 2038Garrett Investment Advisors LLC | Q2 2026 | $1.37B | +$103.6M (+8.2%) | 322 | Jul 6, 2026 |
| 2039McDonald Capital Investors Inc | Q2 2026 | $1.37B | −$91.9M (−6.3%) | 20 | Jul 28, 2026 |
| 2040O'Connor Alternative Investments LLC | Q2 2026 | $1.37B | −$538.3M (−28.2%) | 149 | Aug 14, 2026 |
| 2041W.G. Shaheen & Associates DBA Whitney & Co | Q2 2026 | $1.37B | +$167.7M (+14.0%) | 179 | Jul 28, 2026 |
| 2042Ae Industrial Partners, LP | Q2 2026 | $1.37B | −$260.9M (−16.0%) | 4 | Aug 14, 2026 |
| 2043Fernbridge Capital Management LP | Q2 2026 | $1.37B | −$194.4M (−12.5%) | 16 | Aug 13, 2026 |
| 2044Amplius Wealth Advisors, LLC | Q2 2026 | $1.36B | +$165.1M (+13.8%) | 211 | Jul 17, 2026 |
| 2045Clearwater Capital Advisors, LLC | Q2 2026 | $1.36B | +$125.6M (+10.1%) | 189 | Aug 6, 2026 |
| 2046Phillips Financial Management, LLC | Q2 2026 | $1.36B | −$14.6M (−1.1%) | 291 | Aug 3, 2026 |
| 2047Prelude Capital Management, LLC | Q2 2026 | $1.36B | +$59.9M (+4.6%) | 1,171 | Aug 14, 2026 |
| 2048Bpifrance SA | Q2 2026 | $1.36B | −$292.6M (−17.7%) | 2 | Jul 27, 2026 |
| 2049Oak Grove Capital LLC | Q2 2026 | $1.36B | +$779.0M (+133.8%) | 97 | Aug 13, 2026 |
| 2050Bangor Savings Bank | Q2 2026 | $1.36B | +$109.2M (+8.7%) | 543 | Jul 6, 2026 |