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 |
|---|---|---|---|---|---|
| 2301Wedbush Fund Advisers, LLC | Q2 2026 | $1.13B | +$263.9M (+30.6%) | 103 | Aug 14, 2026 |
| 2302Great Lakes Retirement, Inc. | Q2 2026 | $1.13B | +$159.5M (+16.5%) | 216 | Jul 30, 2026 |
| 2303BFSG, LLC | Q2 2026 | $1.13B | +$71.9M (+6.8%) | 765 | Jul 20, 2026 |
| 2304Knollwood Investment Advisory, LLC | Q2 2026 | $1.12B | +$132.7M (+13.4%) | 270 | Aug 13, 2026 |
| 2305Atom Investors LP | Q2 2026 | $1.12B | −$272.4M (−19.5%) | 818 | Aug 14, 2026 |
| 2306Ninepoint Partners LP | Q2 2026 | $1.12B | +$277.0M (+32.7%) | 162 | Aug 11, 2026 |
| 2307Penn Davis McFarland Inc | Q2 2026 | $1.12B | +$100.3M (+9.8%) | 79 | Jul 15, 2026 |
| 2308EAM Investors, LLC | Q2 2026 | $1.12B | +$257.1M (+29.7%) | 268 | Aug 13, 2026 |
| 2309Hudson Way Capital Management LLC | Q2 2026 | $1.12B | +$75.6M (+7.2%) | 18 | Aug 14, 2026 |
| 2310Wealth Management Nebraska | Q2 2026 | $1.12B | +$135.9M (+13.8%) | 106 | Jul 27, 2026 |
| 2311Triple Frond Partners LLC | Q2 2026 | $1.12B | +$157.6M (+16.4%) | 13 | Aug 13, 2026 |
| 2312Shannon River Fund Management LLC | Q2 2026 | $1.12B | +$596.3M (+113.8%) | 37 | Aug 13, 2026 |
| 2313Cornerstone Capital, Inc. | Q2 2026 | $1.12B | +$118.1M (+11.8%) | 120 | Aug 3, 2026 |
| 2314Strategies Wealth Advisors, LLC | Q2 2026 | $1.12B | +$122.6M (+12.3%) | 202 | Aug 14, 2026 |
| 2315HCR Wealth Advisors | Q2 2026 | $1.12B | +$152.8M (+15.8%) | 259 | Jul 13, 2026 |
| 2316Global Strategic Investment Solutions, LLC | Q2 2026 | $1.12B | +$100.1M (+9.8%) | 150 | Aug 7, 2026 |
| 2317WNY Asset Management, LLC | Q2 2026 | $1.12B | +$149.6M (+15.5%) | 260 | Aug 17, 2026 |
| 2318Viking Fund Management LLC | Q2 2026 | $1.12B | +$141.1M (+14.5%) | 146 | Jul 13, 2026 |
| 2319Arrow Financial Corp | Q2 2026 | $1.12B | +$122.4M (+12.3%) | 162 | Jul 31, 2026 |
| 2320JGP Wealth Management, LLC | Q2 2026 | $1.11B | +$153.3M (+15.9%) | 231 | Jul 7, 2026 |
| 2321Frec Markets, Inc. | Q2 2026 | $1.11B | +$527.1M (+89.7%) | 905 | Aug 13, 2026 |
| 2322Onyx Bridge Wealth Group LLC | Q2 2026 | $1.11B | +$181.2M (+19.5%) | 389 | Jul 23, 2026 |
| 2323Mason Street Advisors, LLC | Q2 2026 | $1.11B | +$86.7M (+8.5%) | 15 | Aug 12, 2026 |
| 2324Guardian Partners Inc. | Q2 2026 | $1.11B | −$90.7M (−7.6%) | 391 | Jul 29, 2026 |
| 2325Tower Bridge Advisors | Q2 2026 | $1.11B | +$73.0M (+7.1%) | 222 | Aug 12, 2026 |
| 2326Trust Co | Q2 2026 | $1.11B | +$41.1M (+3.8%) | 907 | Jul 10, 2026 |
| 2327Galileo (PTC) Ltd | Q2 2026 | $1.11B | +$86.9M (+8.5%) | 3 | Aug 5, 2026 |
| 2328AIGH Capital Management LLC | Q2 2026 | $1.10B | +$616.3M (+126.2%) | 42 | Aug 7, 2026 |
| 2329CVA Family Office, LLC | Q2 2026 | $1.10B | +$154.7M (+16.3%) | 1,801 | Aug 7, 2026 |
| 2330Opaleye Management Inc. | Q2 2026 | $1.10B | +$345.0M (+45.4%) | 58 | Aug 14, 2026 |
| 2331Premier Fund Managers Ltd | Q2 2026 | $1.10B | −$309.4M (−21.9%) | 174 | Jul 22, 2026 |
| 2332HBW Advisory Services LLC | Q2 2026 | $1.10B | +$154.9M (+16.3%) | 463 | Jul 16, 2026 |
| 2333Heron Bay Capital Management | Q2 2026 | $1.10B | +$18.8M (+1.7%) | 97 | Aug 11, 2026 |
| 2334SG Capital Management LLC | Q2 2026 | $1.10B | −$111.9M (−9.2%) | 76 | Aug 7, 2026 |
| 2335Private Capital Management, LLC | Q2 2026 | $1.10B | +$120.7M (+12.3%) | 179 | Aug 14, 2026 |
| 2336Paradigm Financial Partners, LLC | Q2 2026 | $1.10B | +$549.4M (+99.3%) | 354 | Aug 6, 2026 |
| 2337Zweig-DiMenna Associates LLC | Q2 2026 | $1.10B | +$389.2M (+54.6%) | 70 | Aug 13, 2026 |
| 2338Rodgers & Associates, LTD | Q2 2026 | $1.10B | +$119.6M (+12.2%) | 108 | Jul 21, 2026 |
| 2339Silver Point Capital L.P. | Q2 2026 | $1.10B | −$199.8M (−15.4%) | 14 | Aug 14, 2026 |
| 2340Naviter Wealth, LLC | Q2 2026 | $1.10B | +$300.6M (+37.5%) | 304 | Aug 7, 2026 |
| 2341Dumac, Inc. | Q2 2026 | $1.10B | +$280.1M (+34.1%) | 16 | Aug 11, 2026 |
| 2342Ullmann Financial Group, Inc. | Q2 2026 | $1.10B | +$137.1M (+14.2%) | 174 | Aug 10, 2026 |
| 2343Beacon Financial Group | Q2 2026 | $1.10B | +$97.8M (+9.8%) | 377 | Jul 16, 2026 |
| 2344ARCH Venture Management, LLC | Q2 2026 | $1.10B | +$423.2M (+62.5%) | 12 | Aug 14, 2026 |
| 2345Bbfit Investments Pte Ltd | Q2 2026 | $1.10B | +$257.4M (+30.6%) | 7 | Aug 14, 2026 |
| 2346Taikang Asset Management (Hong Kong) Co Ltd | Q2 2026 | $1.10B | +$94.2M (+9.4%) | 77 | Aug 12, 2026 |
| 2347Three Seasons Wealth, LLC | Q2 2026 | $1.10B | +$836.6M (+319.3%) | 180 | Aug 13, 2026 |
| 2348Swiss Re Ltd | Q2 2026 | $1.10B | +$1.08B (+6,613.3%) | 237 | Aug 11, 2026 |
| 2349Golden State Wealth Management, LLC | Q2 2026 | $1.10B | +$181.6M (+19.9%) | 1,620 | Jul 22, 2026 |
| 2350Red Door Wealth Management, LLC | Q2 2026 | $1.10B | +$134.1M (+13.9%) | 320 | Jul 13, 2026 |