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 |
|---|---|---|---|---|---|
| 2201Cornerstone Advisory, LLC | Q2 2026 | $1.20B | +$148.9M (+14.1%) | 273 | Jul 29, 2026 |
| 2202Woodstock Corp | Q2 2026 | $1.20B | +$80.9M (+7.2%) | 163 | Jul 13, 2026 |
| 2203Oribel Capital Management, LP | Q2 2026 | $1.20B | +$546.2M (+83.1%) | 50 | Aug 13, 2026 |
| 2204Trust Co of Toledo NA | Q2 2026 | $1.20B | +$147.9M (+14.0%) | 865 | Jul 16, 2026 |
| 2205Amica Mutual Insurance Co | Q2 2026 | $1.20B | +$36.5M (+3.1%) | 142 | Aug 5, 2026 |
| 2206Belvedere Trading LLC | Q2 2026 | $1.20B | +$450.9M (+60.1%) | 316 | Jul 31, 2026 |
| 2207Consolidated Portfolio Review Corp | Q2 2026 | $1.20B | +$105.0M (+9.6%) | 34 | Jul 23, 2026 |
| 2208Relyea Zuckerberg Hanson LLC | Q2 2026 | $1.20B | +$205.0M (+20.6%) | 302 | Jul 16, 2026Amended |
| 2209Blueprint Investment Partners LLC | Q2 2026 | $1.20B | +$218.9M (+22.3%) | 159 | Aug 4, 2026 |
| 2210Blue Grotto Capital, LLC | Q2 2026 | $1.20B | +$330.4M (+38.1%) | 29 | Aug 3, 2026 |
| 2211Royal Fund Management, LLC | Q2 2026 | $1.20B | +$154.3M (+14.8%) | 273 | Jul 20, 2026 |
| 2212SC China Holding Ltd | Q2 2026 | $1.20B | −$315.4M (−20.9%) | 20 | Aug 13, 2026 |
| 2213Wealth Alliance | Q2 2026 | $1.20B | +$182.5M (+18.0%) | 573 | Aug 11, 2026 |
| 2214LVM Capital Management Ltd | Q2 2026 | $1.19B | +$134.5M (+12.7%) | 163 | Jul 9, 2026 |
| 2215Biglari Capital Corp. | Q2 2026 | $1.19B | +$265.3M (+28.5%) | 12 | Aug 14, 2026 |
| 2216Khrom Capital Management LLC | Q2 2026 | $1.19B | +$100.2M (+9.2%) | 15 | Aug 14, 2026 |
| 2217Petersen Hastings Wealth Advisors Inc. | Q2 2026 | $1.19B | +$99.9M (+9.2%) | 87 | Jul 17, 2026 |
| 2218Randolph Co Inc | Q2 2026 | $1.19B | +$140.4M (+13.4%) | 47 | Jul 23, 2026 |
| 2219Canandaigua National Bank & Trust Co | Q2 2026 | $1.19B | No prior filing | 305 | Jul 7, 2026 |
| 2220GEM Realty Capital | Q2 2026 | $1.18B | +$172.7M (+17.1%) | 27 | Aug 14, 2026 |
| 2221Clarkston Capital Partners, LLC | Q2 2026 | $1.18B | −$126.5M (−9.7%) | 96 | Aug 11, 2026 |
| 2222Arlington Trust Co LLC | Q2 2026 | $1.18B | +$48.8M (+4.3%) | 846 | Jul 7, 2026 |
| 2223Zuckerman Investment Group, LLC | Q2 2026 | $1.18B | +$115.9M (+10.9%) | 138 | Aug 14, 2026 |
| 2224Transamerica Financial Advisors, Inc. | Q2 2026 | $1.18B | +$7.63M (+0.6%) | 2,187 | Aug 14, 2026 |
| 2225Crescent Grove Advisors, LLC | Q2 2026 | $1.18B | +$171.9M (+17.0%) | 297 | Aug 10, 2026 |
| 2226Vestor Capital, LLC | Q2 2026 | $1.18B | −$201.6M (−14.6%) | 276 | Jul 28, 2026 |
| 2227Financial Synergies Wealth Advisors, Inc. | Q2 2026 | $1.18B | +$132.0M (+12.6%) | 116 | Jul 17, 2026 |
| 2228Nadler Financial Group, Inc. | Q2 2026 | $1.18B | +$142.1M (+13.7%) | 149 | Jul 29, 2026 |
| 2229MMCAP International Inc. SPC | Q2 2026 | $1.18B | +$21.3M (+1.8%) | 303 | Aug 14, 2026 |
| 2230Cache Advisors, LLC | Q2 2026 | $1.18B | +$313.6M (+36.2%) | 139 | Jul 14, 2026 |
| 2231Kohmann Bosshard Financial Services, LLC | Q2 2026 | $1.18B | +$151.2M (+14.7%) | 229 | Jul 14, 2026 |
| 2232Trust Point Inc. | Q2 2026 | $1.18B | +$27.5M (+2.4%) | 463 | Jul 8, 2026 |
| 2233Tanglewood Wealth Management, Inc. | Q2 2026 | $1.18B | −$31.6M (−2.6%) | 44 | Jul 27, 2026 |
| 2234Waycross Partners, LLC | Q2 2026 | $1.17B | +$126.9M (+12.1%) | 72 | Aug 11, 2026 |
| 2235Townsend & Associates, Inc | Q2 2026 | $1.17B | +$14.4M (+1.2%) | 114 | Jul 22, 2026 |
| 2236American National Bank | Q2 2026 | $1.17B | +$122.9M (+11.7%) | 631 | Jul 22, 2026 |
| 2237KWB Wealth | Q2 2026 | $1.17B | +$158.1M (+15.6%) | 169 | Jul 10, 2026 |
| 2238Clarity Financial LLC | Q2 2026 | $1.17B | +$249.6M (+27.2%) | 127 | Jul 20, 2026 |
| 2239Versant Capital Management, Inc | Q3 2026 | $1.17B | +$53.5M (+4.8%) | 2,804 | Oct 1, 2026 |
| 2240Verus Financial Partners, Inc. | Q2 2026 | $1.17B | +$53.9M (+4.8%) | 127 | Jul 21, 2026 |
| 2241Motco | Q2 2026 | $1.17B | +$87.6M (+8.1%) | 840 | Jul 31, 2026 |
| 2242Jacobs & Co | Q2 2026 | $1.17B | +$153.2M (+15.1%) | 134 | Jul 8, 2026 |
| 2243Pinkerton Retirement Specialists, LLC | Q2 2026 | $1.16B | +$65.4M (+5.9%) | 103 | Jul 30, 2026 |
| 2244MASTERINVEST Kapitalanlage GmbH | Q2 2026 | $1.16B | +$201.8M (+21.0%) | 300 | Aug 17, 2026 |
| 2245Estate Counselors, LLC | Q2 2026 | $1.16B | +$39.9M (+3.6%) | 91 | Aug 7, 2026 |
| 2246Coliseum Capital Management, LLC | Q2 2026 | $1.16B | −$57.7M (−4.7%) | 11 | Aug 14, 2026 |
| 2247Forge Financial Services LLC | Q2 2026 | $1.16B | +$173.8M (+17.6%) | 36 | Aug 7, 2026 |
| 2248Compass Ion Advisors, LLC | Q2 2026 | $1.16B | +$110.9M (+10.6%) | 297 | Aug 12, 2026 |
| 2249Stadion Money Management, LLC | Q2 2026 | $1.16B | +$165.7M (+16.7%) | 27 | Aug 14, 2026 |
| 2250Two Sigma Securities, LLC | Q2 2026 | $1.16B | +$298.5M (+34.7%) | 1,668 | Aug 14, 2026 |