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 |
|---|---|---|---|---|---|
| 2051Talbot Financial, LLC | Q2 2026 | $1.36B | +$168.9M (+14.2%) | 71 | Jul 14, 2026 |
| 2052North of South Capital LLP | Q2 2026 | $1.36B | +$245.5M (+22.1%) | 28 | Jul 30, 2026 |
| 2053Kimelman & Baird, LLC | Q2 2026 | $1.36B | +$141.9M (+11.7%) | 261 | Aug 18, 2026Amended |
| 2054Richard C. Young & CO., LTD. | Q2 2026 | $1.36B | +$149.8M (+12.4%) | 101 | Jul 28, 2026 |
| 2055Stonebridge Financial Group, LLC | Q3 2026 | $1.36B | +$37.9M (+2.9%) | 275 | Oct 1, 2026 |
| 2056Intrust Bank NA | Q2 2026 | $1.35B | +$127.4M (+10.4%) | 416 | Aug 5, 2026 |
| 2057Crosslink Capital Inc | Q2 2026 | $1.35B | +$332.1M (+32.5%) | 22 | Aug 14, 2026 |
| 2058RWWM, Inc. | Q2 2026 | $1.35B | −$16.5M (−1.2%) | 40 | Aug 14, 2026 |
| 2059Galvin, Gaustad & Stein, LLC | Q2 2026 | $1.35B | +$105.0M (+8.4%) | 261 | Jul 29, 2026 |
| 2060Optimus Prime Fund Management Co., Ltd. | Q2 2026 | $1.35B | +$313.5M (+30.2%) | 26 | Aug 14, 2026 |
| 2061Mainstay Capital Management LLC | Q2 2026 | $1.35B | +$54.0M (+4.2%) | 144 | Aug 12, 2026 |
| 2062Sagefield Capital LP | Q2 2026 | $1.35B | −$40.7M (−2.9%) | 107 | Aug 14, 2026 |
| 2063Campbell Newman Asset Management Inc | Q2 2026 | $1.35B | +$114.9M (+9.3%) | 99 | Jul 21, 2026 |
| 2064Washington Trust Advisors, Inc. | Q2 2026 | $1.35B | +$110.3M (+8.9%) | 724 | Jul 29, 2026 |
| 2065NewSquare Capital LLC | Q2 2026 | $1.35B | +$197.8M (+17.2%) | 227 | Jul 28, 2026 |
| 2066Alta Capital Management LLC | Q2 2026 | $1.34B | +$52.3M (+4.1%) | 109 | Jul 28, 2026 |
| 2067Applied Finance Capital Management, LLC | Q2 2026 | $1.34B | +$11.0M (+0.8%) | 218 | Jul 28, 2026 |
| 2068Sovran Advisors, LLC | Q2 2026 | $1.34B | +$68.0M (+5.3%) | 615 | Jul 29, 2026 |
| 2069Tortoise Investment Management, LLC | Q2 2026 | $1.34B | +$130.9M (+10.8%) | 252 | Aug 7, 2026 |
| 2070DT Investment Partners, LLC | Q2 2026 | $1.34B | +$139.7M (+11.6%) | 512 | Jul 27, 2026 |
| 2071Central Securities Corp | Q2 2026 | $1.34B | +$129.2M (+10.7%) | 29 | Aug 10, 2026 |
| 2072BTG Pactual Asset Management US LLC | Q2 2026 | $1.34B | +$312.8M (+30.4%) | 415 | Aug 14, 2026 |
| 2073Edgar Lomax Co | Q2 2026 | $1.34B | −$64.0M (−4.6%) | 58 | Aug 13, 2026 |
| 2074Greenbrier Partners Capital Management, LLC | Q2 2026 | $1.33B | +$36.3M (+2.8%) | 11 | Aug 12, 2026 |
| 2075Condor Capital Management | Q2 2026 | $1.33B | +$136.9M (+11.4%) | 173 | Aug 12, 2026 |
| 2076Graticule Asia Macro Advisors LLC | Q2 2026 | $1.33B | +$684.7M (+105.6%) | 208 | Aug 12, 2026 |
| 2077Ovata Capital Management Ltd | Q2 2026 | $1.33B | +$617.0M (+86.2%) | 43 | Jul 30, 2026 |
| 2078German American Bancorp, Inc. | Q2 2026 | $1.33B | +$167.7M (+14.4%) | 156 | Aug 6, 2026 |
| 2079Anchor Investment Management, LLC | Q2 2026 | $1.33B | +$131.2M (+10.9%) | 1,207 | Sep 15, 2026 |
| 2080Boxer Capital Management, LLC | Q2 2026 | $1.33B | +$566.1M (+74.3%) | 63 | Aug 14, 2026 |
| 2081Callahan Advisors, LLC | Q2 2026 | $1.33B | +$127.9M (+10.7%) | 181 | Aug 3, 2026 |
| 2082Means Investment Co., Inc. | Q2 2026 | $1.32B | +$178.2M (+15.6%) | 198 | Aug 14, 2026 |
| 2083Cullinan Associates Inc | Q2 2026 | $1.32B | +$86.8M (+7.0%) | 204 | Jul 29, 2026 |
| 2084Cadian Capital Management, LP | Q2 2026 | $1.32B | +$500.2M (+60.9%) | 28 | Aug 14, 2026 |
| 2085JNBA Financial Advisors | Q2 2026 | $1.32B | +$120.2M (+10.0%) | 830 | Jul 23, 2026 |
| 2086Windward Capital Management Co | Q2 2026 | $1.32B | +$92.7M (+7.5%) | 73 | Aug 7, 2026 |
| 2087Tweedy, Browne Co LLC | Q2 2026 | $1.32B | +$61.2M (+4.9%) | 91 | Aug 7, 2026 |
| 2088Trust Co of Virginia | Q2 2026 | $1.32B | +$126.7M (+10.6%) | 226 | Jul 24, 2026 |
| 2089Brandywine Oak Private Wealth LLC | Q2 2026 | $1.32B | +$128.4M (+10.8%) | 245 | Jul 16, 2026 |
| 2090Leith Wheeler Investment Counsel Ltd. | Q2 2026 | $1.32B | +$106.5M (+8.8%) | 85 | Aug 5, 2026 |
| 2091Insight Holdings Group, LLC | Q2 2026 | $1.32B | −$108.9M (−7.6%) | 30 | Aug 14, 2026 |
| 2092Radcliffe Capital Management, L.P. | Q2 2026 | $1.32B | −$18.9M (−1.4%) | 450 | Aug 14, 2026 |
| 2093Sone Capital Management, LLC | Q2 2026 | $1.31B | +$121.7M (+10.2%) | 108 | Aug 14, 2026 |
| 2094Advanced Micro Devices Inc | Q2 2026 | $1.31B | +$1.14B (+652.2%) | 6 | Aug 14, 2026 |
| 2095Journey Advisory Group, LLC | Q2 2026 | $1.31B | +$142.5M (+12.2%) | 282 | Aug 4, 2026 |
| 2096Bramshill Investments, LLC | Q2 2026 | $1.31B | +$146.5M (+12.6%) | 157 | Aug 14, 2026 |
| 2097SlateStone Wealth, LLC | Q2 2026 | $1.31B | +$92.9M (+7.7%) | 296 | Jul 20, 2026 |
| 2098GAM Holding AG | Q2 2026 | $1.31B | +$166.4M (+14.6%) | 273 | Aug 14, 2026 |
| 2099Sora Investors LLC | Q2 2026 | $1.30B | +$218.1M (+20.1%) | 76 | Aug 14, 2026 |
| 2100Payden & Rygel | Q2 2026 | $1.30B | +$17.9M (+1.4%) | 131 | Jul 31, 2026 |