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 |
|---|---|---|---|---|---|
| 2101Waratah Capital Advisors Ltd. | Q2 2026 | $1.30B | +$184.6M (+16.5%) | 107 | Aug 11, 2026 |
| 2102QV Investors Inc. | Q2 2026 | $1.30B | +$63.6M (+5.1%) | 68 | Jul 21, 2026 |
| 2103Koss-Olinger Consulting, LLC | Q2 2026 | $1.30B | +$105.4M (+8.8%) | 172 | Aug 10, 2026 |
| 2104American Trust | Q2 2026 | $1.30B | +$165.6M (+14.6%) | 334 | Aug 14, 2026 |
| 2105FourThought Financial Partners, LLC | Q2 2026 | $1.30B | +$136.1M (+11.7%) | 393 | Aug 12, 2026 |
| 2106CCM Investment Advisers LLC | Q2 2026 | $1.29B | +$247.7M (+23.7%) | 88 | Aug 12, 2026 |
| 2107Wescott Financial Advisory Group, LLC | Q2 2026 | $1.29B | +$150.7M (+13.2%) | 200 | Aug 4, 2026 |
| 2108Syntegra Private Wealth Group, LLC | Q2 2026 | $1.29B | +$238.5M (+22.7%) | 202 | Jul 15, 2026 |
| 2109First Business Financial Services, Inc. | Q2 2026 | $1.29B | +$164.6M (+14.6%) | 201 | Jul 28, 2026 |
| 2110Hengehold Capital Management LLC | Q2 2026 | $1.29B | +$144.3M (+12.6%) | 229 | Jul 16, 2026 |
| 2111Heartwood Wealth Advisors LLC | Q2 2026 | $1.29B | +$140.9M (+12.3%) | 227 | Jul 17, 2026 |
| 2112Cardiff Park Advisors, LLC | Q2 2026 | $1.29B | +$36.9M (+3.0%) | 347 | Aug 14, 2026 |
| 2113Stack Financial Management, Inc | Q2 2026 | $1.28B | −$80.1M (−5.9%) | 54 | Aug 3, 2026 |
| 2114Infrastructure Capital Advisors, LLC | Q2 2026 | $1.28B | +$215.5M (+20.2%) | 179 | Aug 13, 2026 |
| 2115McDaniel Terry & Co | Q2 2026 | $1.28B | +$102.7M (+8.7%) | 81 | Jul 30, 2026 |
| 2116Formuepleje A/S | Q2 2026 | $1.28B | +$175.6M (+15.9%) | 96 | Aug 27, 2026 |
| 2117ARS Wealth Advisors Group, LLC | Q2 2026 | $1.28B | +$93.8M (+7.9%) | 220 | Jul 16, 2026 |
| 2118Sherman Porfolios, LLC | Q2 2026 | $1.28B | −$26.6M (−2.0%) | 97 | Aug 12, 2026 |
| 2119Ibex Wealth Advisors | Q2 2026 | $1.28B | +$202.2M (+18.8%) | 209 | Jul 27, 2026 |
| 2120Anderson Hoagland & Co | Q2 2026 | $1.28B | +$113.2M (+9.7%) | 137 | Jul 6, 2026 |
| 2121Fiduciary Group LLC | Q2 2026 | $1.27B | +$104.0M (+8.9%) | 305 | Aug 10, 2026 |
| 2122Clark Asset Management, LLC | Q2 2026 | $1.27B | +$209.4M (+19.7%) | 294 | Jul 7, 2026 |
| 2123Kapitalo Investimentos Ltda | Q2 2026 | $1.27B | +$742.8M (+139.9%) | 51 | Aug 14, 2026 |
| 2124Forbes J M & Co LLP | Q2 2026 | $1.27B | +$89.8M (+7.6%) | 159 | Jul 20, 2026 |
| 2125Baskin Financial Services Inc. | Q2 2026 | $1.27B | +$49.0M (+4.0%) | 54 | Jul 13, 2026 |
| 2126Wealth Architects, LLC | Q2 2026 | $1.27B | +$144.4M (+12.9%) | 248 | Jul 23, 2026 |
| 2127Jackson Thornton Asset Management, LLC | Q2 2026 | $1.26B | +$153.5M (+13.8%) | 417 | Aug 6, 2026 |
| 2128MMBG Investment Advisors Co. | Q2 2026 | $1.26B | +$174.8M (+16.1%) | 177 | Aug 10, 2026 |
| 2129Navellier & Associates Inc | Q2 2026 | $1.26B | +$302.8M (+31.6%) | 322 | Aug 4, 2026 |
| 2130Wilkinson Global Asset Management LLC | Q2 2026 | $1.26B | −$53.9M (−4.1%) | 62 | Aug 6, 2026 |
| 2131Convergence Financial, LLC | Q2 2026 | $1.26B | +$314.5M (+33.3%) | 272 | Aug 5, 2026 |
| 2132Conservest Capital Advisors, Inc. | Q2 2026 | $1.26B | +$154.0M (+14.0%) | 132 | Jul 22, 2026 |
| 2133Fort Baker Capital Management LP | Q2 2026 | $1.26B | +$129.2M (+11.5%) | 115 | Aug 14, 2026 |
| 2134Fishman Jay A Ltd | Q2 2026 | $1.26B | +$136.4M (+12.2%) | 79 | Jul 29, 2026 |
| 2135RKL Wealth Management LLC | Q2 2026 | $1.25B | +$143.1M (+12.9%) | 189 | Aug 10, 2026 |
| 2136J. L. Bainbridge & Co., Inc. | Q2 2026 | $1.25B | +$144.1M (+13.0%) | 111 | Jul 22, 2026 |
| 2137Sentinus, LLC | Q2 2026 | $1.25B | +$145.8M (+13.2%) | 656 | Aug 11, 2026 |
| 2138Prime Capital Management Co Ltd | Q2 2026 | $1.25B | +$361.0M (+40.5%) | 7 | Aug 10, 2026 |
| 2139Private Trust Co NA | Q2 2026 | $1.25B | +$131.1M (+11.7%) | 2,708 | Jul 28, 2026 |
| 2140Capricorn Fund Managers Ltd | Q2 2026 | $1.25B | +$609.0M (+94.9%) | 167 | Jul 24, 2026 |
| 2141Hartford Funds Management Co LLC | Q2 2026 | $1.25B | +$98.5M (+8.6%) | 98 | Aug 6, 2026 |
| 2142FountainVest China Capital Partners GP3 Ltd. | Q2 2026 | $1.25B | +$48.9M (+4.1%) | 2 | Aug 11, 2026 |
| 2143Awm Capital, LLC | Q2 2026 | $1.25B | +$144.0M (+13.0%) | 122 | Jul 31, 2026 |
| 2144KLCM Advisors, Inc. | Q2 2026 | $1.25B | +$99.2M (+8.6%) | 283 | Aug 6, 2026 |
| 2145SP Asset Management LLC | Q2 2026 | $1.25B | +$113.7M (+10.0%) | 137 | Aug 4, 2026 |
| 2146Ledyard National Bank | Q2 2026 | $1.25B | +$93.4M (+8.1%) | 255 | Jul 16, 2026 |
| 2147JTC Employer Solutions Trusteee Ltd | Q2 2026 | $1.25B | +$49.7M (+4.2%) | 313 | Jul 31, 2026 |
| 2148Sym Financial Corp | Q2 2026 | $1.24B | +$243.2M (+24.3%) | 530 | Aug 4, 2026 |
| 2149LRI Investments, LLC | Q2 2026 | $1.24B | +$114.6M (+10.2%) | 1,954 | Jul 14, 2026 |
| 2150E20 Capital Ltd | Q2 2026 | $1.24B | +$174.3M (+16.3%) | 22 | Aug 12, 2026 |