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 |
|---|---|---|---|---|---|
| 2251TRUE Private Wealth Advisors | Q2 2026 | $1.16B | +$109.7M (+10.5%) | 283 | Jul 23, 2026 |
| 2252Octavia Wealth Advisors, LLC | Q2 2026 | $1.16B | +$112.7M (+10.8%) | 231 | Jul 14, 2026 |
| 2253LVW Advisors, LLC | Q2 2026 | $1.16B | +$132.2M (+12.9%) | 462 | Jul 15, 2026 |
| 2254Mayflower Financial Advisors, LLC | Q2 2026 | $1.16B | +$334.6M (+40.7%) | 498 | Jul 9, 2026 |
| 2255Prescott Group Capital Management, L.L.C. | Q2 2026 | $1.16B | +$153.5M (+15.3%) | 292 | Aug 7, 2026 |
| 2256Lodestar Private Asset Management LLC | Q2 2026 | $1.16B | +$142.6M (+14.1%) | 232 | Jul 27, 2026 |
| 2257Delta Asset Management LLC | Q2 2026 | $1.16B | +$59.8M (+5.5%) | 599 | Aug 10, 2026 |
| 2258Wgi DM, LLC | Q2 2026 | $1.16B | +$156.3M (+15.6%) | 7 | Aug 7, 2026 |
| 2259Connors Investor Services Inc | Q2 2026 | $1.16B | +$72.4M (+6.7%) | 153 | Aug 14, 2026 |
| 2260Apriem Advisors | Q2 2026 | $1.16B | +$107.2M (+10.2%) | 182 | Aug 14, 2026 |
| 2261Heritage Trust Co | Q2 2026 | $1.15B | +$157.7M (+15.8%) | 313 | Aug 6, 2026 |
| 2262Webster Bank, N. A. | Q2 2026 | $1.15B | +$96.4M (+9.1%) | 698 | Jul 20, 2026 |
| 2263AWM Investment Company, Inc. | Q2 2026 | $1.15B | +$248.9M (+27.6%) | 106 | Aug 14, 2026 |
| 2264PFM Health Sciences, LP | Q2 2026 | $1.15B | +$201.6M (+21.2%) | 96 | Aug 14, 2026 |
| 2265Cascade Financial Partners, LLC | Q2 2026 | $1.15B | +$181.5M (+18.7%) | 279 | Aug 4, 2026 |
| 2266Consolidated Investment Group LLC | Q2 2026 | $1.15B | +$228.6M (+24.8%) | 77 | Jul 22, 2026 |
| 2267Tanager Wealth Management LLP | Q2 2026 | $1.15B | +$115.1M (+11.1%) | 158 | Jul 23, 2026 |
| 22681607 Capital Partners, LLC | Q2 2026 | $1.15B | −$239.4M (−17.3%) | 141 | Sep 2, 2026Amended |
| 2269Marks Group Wealth Management, Inc | Q2 2026 | $1.15B | +$110.9M (+10.7%) | 350 | Jul 27, 2026 |
| 2270Hartline Investment Corp | Q2 2026 | $1.15B | +$239.0M (+26.3%) | 115 | Jul 28, 2026 |
| 2271Discipline Wealth Solutions, LLC | Q2 2026 | $1.15B | +$196.2M (+20.7%) | 197 | Jul 21, 2026 |
| 2272Gleason Group, Inc. | Q2 2026 | $1.15B | +$136.3M (+13.5%) | 449 | Jul 13, 2026 |
| 2273Liberty Mutual Group Asset Management Inc. | Q2 2026 | $1.15B | −$103.8M (−8.3%) | 39 | Aug 14, 2026 |
| 2274Symetra Investment Management Co | Q2 2026 | $1.14B | −$10.3M (−0.9%) | 6 | Aug 13, 2026 |
| 2275Carret Asset Management, LLC | Q2 2026 | $1.14B | +$122.4M (+12.0%) | 309 | Aug 4, 2026 |
| 2276Vista Capital Partners, Inc. | Q2 2026 | $1.14B | +$149.4M (+15.0%) | 170 | Jul 23, 2026 |
| 2277McGuire Investment Group, LLC | Q2 2026 | $1.14B | +$256.4M (+29.0%) | 137 | Jul 27, 2026 |
| 2278Shellback Capital, LP | Q2 2026 | $1.14B | +$439.1M (+62.5%) | 89 | Aug 14, 2026 |
| 2279Private Capital Advisors, Inc. | Q2 2026 | $1.14B | +$269.1M (+30.9%) | 76 | Jul 24, 2026 |
| 2280RW Investment Management LLC | Q2 2026 | $1.14B | +$105.9M (+10.3%) | 115 | Aug 6, 2026 |
| 2281High Ground Investment Management LLP | Q2 2026 | $1.14B | +$600.1M (+111.4%) | 7 | Jul 20, 2026 |
| 2282Atomic Invest LLC | Q2 2026 | $1.14B | +$925.9M (+436.0%) | 389 | Sep 25, 2026 |
| 2283Ycg, LLC | Q2 2026 | $1.14B | +$31.5M (+2.9%) | 41 | Aug 12, 2026 |
| 2284Connable Office Inc | Q2 2026 | $1.14B | +$119.5M (+11.8%) | 231 | Aug 3, 2026 |
| 2285Voya Financial Advisors, Inc. | Q2 2026 | $1.14B | +$132.7M (+13.2%) | 208 | Aug 12, 2026 |
| 2286Pekin Hardy Strauss, Inc. | Q2 2026 | $1.14B | +$178.1M (+18.6%) | 511 | Jul 30, 2026 |
| 2287Gryphon Financial Partners LLC | Q2 2026 | $1.13B | +$180.5M (+18.9%) | 381 | Aug 5, 2026 |
| 2288Telos Capital Management, Inc. | Q2 2026 | $1.13B | +$90.8M (+8.7%) | 201 | Jul 22, 2026 |
| 2289Pictet North America Advisors SA | Q2 2026 | $1.13B | +$127.7M (+12.7%) | 154 | Jul 24, 2026 |
| 2290Black Diamond Financial, LLC | Q2 2026 | $1.13B | +$217.6M (+23.7%) | 198 | Aug 4, 2026 |
| 2291Institute for Wealth Management, LLC. | Q2 2026 | $1.13B | +$201.1M (+21.6%) | 1,763 | Jul 28, 2026 |
| 2292Focused Wealth Management, Inc | Q2 2026 | $1.13B | +$175.2M (+18.3%) | 228 | Aug 6, 2026 |
| 2293Tairen Capital Ltd | Q2 2026 | $1.13B | +$207.7M (+22.5%) | 44 | Aug 13, 2026 |
| 2294Bensler, LLC | Q2 2026 | $1.13B | +$161.9M (+16.7%) | 198 | Jul 23, 2026 |
| 2295Sentinel Trust Co Lba | Q2 2026 | $1.13B | +$122.5M (+12.2%) | 136 | Jul 13, 2026 |
| 2296Azzad Asset Management Inc | Q2 2026 | $1.13B | +$139.7M (+14.1%) | 351 | Jul 29, 2026 |
| 2297MV Capital Management, Inc. | Q2 2026 | $1.13B | +$108.8M (+10.7%) | 1,278 | Jul 30, 2026Amended |
| 2298Owl Creek Asset Management, L.P. | Q2 2026 | $1.13B | +$610.4M (+117.9%) | 31 | Aug 14, 2026 |
| 2299Inscription Capital, LLC | Q2 2026 | $1.13B | +$176.7M (+18.6%) | 789 | Aug 13, 2026 |
| 2300VR Advisory Services Ltd | Q2 2026 | $1.13B | +$282.4M (+33.4%) | 43 | Aug 14, 2026 |