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 |
|---|---|---|---|---|---|
| 2151Certified Advisory Corp | Q2 2026 | $1.24B | +$125.1M (+11.2%) | 327 | Jul 16, 2026 |
| 2152United Services Automobile Association | Q2 2026 | $1.24B | +$389.2M (+45.8%) | 15 | Aug 7, 2026 |
| 2153Linden Thomas Advisory Services, LLC | Q2 2026 | $1.24B | +$201.6M (+19.4%) | 542 | Jul 16, 2026 |
| 2154First Nebraska Trust Co | Q2 2026 | $1.24B | +$156.3M (+14.5%) | 231 | Aug 12, 2026 |
| 2155Caldwell Trust Co | Q2 2026 | $1.24B | +$117.3M (+10.5%) | 811 | Aug 3, 2026 |
| 2156a16z Perennial Management, L.P. | Q2 2026 | $1.24B | +$34.5M (+2.9%) | 61 | Jul 24, 2026 |
| 2157Continuum Advisory, LLC | Q2 2026 | $1.24B | +$194.1M (+18.6%) | 1,986 | Aug 6, 2026 |
| 2158Spirepoint Private Client, LLC | Q2 2026 | $1.23B | +$183.2M (+17.4%) | 332 | Aug 5, 2026 |
| 2159140 Summer Partners LP | Q2 2026 | $1.23B | +$102.0M (+9.0%) | 20 | Aug 13, 2026 |
| 2160Silicon Valley Capital Partners | Q2 2026 | $1.23B | +$213.7M (+20.9%) | 457 | Sep 21, 2026 |
| 2161Kinneret Advisory, LLC | Q2 2026 | $1.23B | +$178.4M (+16.9%) | 234 | Jul 29, 2026 |
| 2162Hilltop Holdings Inc. | Q2 2026 | $1.23B | +$131.0M (+11.9%) | 672 | Aug 13, 2026 |
| 2163Rockbridge Investment Management, LCC | Q2 2026 | $1.23B | +$118.6M (+10.7%) | 146 | Aug 14, 2026 |
| 2164Rossmore Private Capital | Q2 2026 | $1.23B | +$97.0M (+8.6%) | 340 | Jul 31, 2026 |
| 2165Oxbow Advisors, LLC | Q2 2026 | $1.23B | +$54.2M (+4.6%) | 265 | Aug 7, 2026 |
| 2166Sandhill Capital Partners LLC | Q2 2026 | $1.23B | +$67.4M (+5.8%) | 98 | Aug 13, 2026 |
| 2167Cape Cod Five Cents Savings Bank | Q2 2026 | $1.23B | No prior filing | 203 | Aug 14, 2026 |
| 2168DLD Asset Management, LP | Q2 2026 | $1.23B | +$243.5M (+24.7%) | 392 | Aug 12, 2026 |
| 2169Matrix Asset Advisors Inc | Q2 2026 | $1.23B | +$139.6M (+12.8%) | 106 | Jul 15, 2026 |
| 2170Clough Capital Partners L P | Q2 2026 | $1.23B | +$190.9M (+18.4%) | 101 | Aug 14, 2026 |
| 2171Baader Bank INC | Q2 2026 | $1.22B | +$210.3M (+20.7%) | 391 | Jul 23, 2026 |
| 2172West Virginia University Foundation, Inc | Q2 2026 | $1.22B | +$206.3M (+20.3%) | 6 | Aug 13, 2026 |
| 2173TD Capital Management LLC | Q2 2026 | $1.22B | +$111.7M (+10.0%) | 797 | Aug 6, 2026 |
| 2174Numerai GP LLC | Q2 2026 | $1.22B | +$225.7M (+22.6%) | 710 | Aug 14, 2026 |
| 2175Zazove Associates LLC | Q2 2026 | $1.22B | −$888.5M (−42.1%) | 139 | Jul 16, 2026 |
| 2176Folger Nolan Fleming Douglas Capital Management, Inc | Q2 2026 | $1.22B | +$102.8M (+9.2%) | 180 | Jul 16, 2026 |
| 2177Spartan Wealth Advisory Services LLC | Q2 2026 | $1.22B | +$77.1M (+6.7%) | 320 | Aug 5, 2026 |
| 2178Northside Capital Management, LLC | Q2 2026 | $1.22B | +$82.8M (+7.3%) | 187 | Jul 10, 2026 |
| 2179Norden Group LLC | Q2 2026 | $1.22B | +$179.1M (+17.2%) | 701 | Jul 29, 2026 |
| 2180Allen Capital Group, LLC | Q2 2026 | $1.22B | +$109.2M (+9.8%) | 316 | Jul 27, 2026 |
| 2181Godsey & Gibb Associates | Q2 2026 | $1.22B | +$70.9M (+6.2%) | 383 | Jul 13, 2026 |
| 2182Monograph Wealth Advisors, LLC | Q2 2026 | $1.22B | +$163.1M (+15.5%) | 143 | Aug 14, 2026 |
| 2183Samsara BioCapital, LLC | Q2 2026 | $1.22B | +$188.4M (+18.3%) | 24 | Aug 14, 2026 |
| 2184Shepherd Financial Partners LLC | Q2 2026 | $1.22B | +$162.7M (+15.4%) | 256 | Aug 10, 2026 |
| 2185Tributary Capital Management, LLC | Q2 2026 | $1.22B | +$185.8M (+18.0%) | 135 | Jul 23, 2026 |
| 2186Thames Capital Management LLC | Q2 2026 | $1.22B | +$658.1M (+118.0%) | 56 | Aug 12, 2026 |
| 2187Ophir Asset Management Pty Ltd | Q2 2026 | $1.22B | +$357.1M (+41.6%) | 36 | Aug 14, 2026 |
| 2188Salomon & Ludwin, LLC | Q2 2026 | $1.22B | +$95.5M (+8.5%) | 2,116 | Aug 7, 2026 |
| 2189E-L Financial Corp Ltd | Q2 2026 | $1.21B | +$178.1M (+17.2%) | 1 | Jul 24, 2026 |
| 2190Mane Global Capital Management LP | Q2 2026 | $1.21B | +$239.4M (+24.7%) | 54 | Aug 14, 2026 |
| 2191Nemes Rush Group LLC | Q2 2026 | $1.21B | +$159.0M (+15.1%) | 945 | Aug 14, 2026 |
| 2192DV Trading LLC | Q2 2026 | $1.21B | +$107.4M (+9.7%) | 395 | Aug 14, 2026 |
| 2193Summit Wealth Group LLC | Q2 2026 | $1.21B | +$257.9M (+27.1%) | 396 | Jul 28, 2026 |
| 2194Moody National Bank Trust Division | Q2 2026 | $1.21B | +$157.7M (+15.0%) | 496 | Jul 7, 2026 |
| 2195RDST Capital LLC | Q2 2026 | $1.21B | +$169.6M (+16.3%) | 18 | Aug 14, 2026 |
| 2196Legato Capital Management LLC | Q2 2026 | $1.21B | +$107.9M (+9.8%) | 678 | Aug 6, 2026 |
| 2197Bank of Nova Scotia Trust Co | Q2 2026 | $1.21B | +$41.4M (+3.6%) | 173 | Aug 11, 2026 |
| 2198Meteora Capital, LLC | Q2 2026 | $1.21B | −$150.2M (−11.1%) | 428 | Aug 14, 2026 |
| 2199TritonPoint Partners, LLC | Q2 2026 | $1.21B | +$933.9M (+343.8%) | 351 | Aug 13, 2026 |
| 2200Cooper Financial Group | Q2 2026 | $1.20B | +$215.5M (+21.8%) | 448 | Jul 8, 2026 |