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 |
|---|---|---|---|---|---|
| 2351Wellesley Asset Management | Q2 2026 | $1.10B | +$142.9M (+15.0%) | 64 | Aug 13, 2026 |
| 2352Bruni J V & Co | Q2 2026 | $1.10B | +$137.6M (+14.4%) | 33 | Aug 10, 2026 |
| 2353Vivo Capital, LLC | Q2 2026 | $1.10B | −$107.9M (−9.0%) | 47 | Aug 14, 2026 |
| 2354Miller Investment Management, LP | Q2 2026 | $1.09B | +$87.7M (+8.7%) | 83 | Aug 13, 2026 |
| 2355Goldstein Advisors, LLC | Q2 2026 | $1.09B | +$194.3M (+21.6%) | 261 | Jul 20, 2026 |
| 2356Berkshire Money Management, Inc. | Q2 2026 | $1.09B | +$118.0M (+12.1%) | 56 | Jul 23, 2026 |
| 2357Taiyo Life Insurance Co | Q2 2026 | $1.09B | +$188.0M (+20.7%) | 11 | Jul 27, 2026 |
| 2358Koch, Inc. | Q2 2026 | $1.09B | +$172.4M (+18.7%) | 10 | Aug 13, 2026 |
| 2359Goldstone Financial Group, LLC | Q2 2026 | $1.09B | +$172.0M (+18.7%) | 240 | Aug 11, 2026 |
| 2360Stansberry Asset Management, LLC | Q2 2026 | $1.09B | +$118.7M (+12.2%) | 145 | Aug 14, 2026 |
| 2361Asset Advisors Investment Management, LLC | Q2 2026 | $1.09B | +$41.4M (+4.0%) | 102 | Jul 22, 2026 |
| 2362Rational Advisors LLC | Q2 2026 | $1.09B | +$110.3M (+11.3%) | 195 | Jul 24, 2026 |
| 2363Octagon Capital Advisors LP | Q2 2026 | $1.09B | +$185.9M (+20.6%) | 26 | Aug 14, 2026 |
| 2364Legacy Edge Advisors, LLC | Q2 2026 | $1.09B | +$137.2M (+14.4%) | 239 | Aug 11, 2026Amended |
| 2365Common Fund for Nonprofit Organizations | Q2 2026 | $1.09B | +$53.2M (+5.1%) | 29 | Aug 14, 2026 |
| 2366K2 Principal Fund, L.P. | Q2 2026 | $1.09B | +$140.5M (+14.8%) | 416 | Aug 7, 2026 |
| 2367683 Capital Management, LLC | Q2 2026 | $1.09B | +$9.22M (+0.9%) | 128 | Aug 14, 2026 |
| 2368Granite Bay Wealth Management, LLC | Q2 2026 | $1.09B | +$615.8M (+131.0%) | 170 | Aug 14, 2026 |
| 2369Armis Advisers, LLC | Q2 2026 | $1.08B | +$55.1M (+5.4%) | 477 | Jul 7, 2026 |
| 2370Palisade Asset Management, LLC | Q2 2026 | $1.08B | +$87.4M (+8.8%) | 204 | Jul 20, 2026 |
| 2371Graham Holdings Co | Q2 2026 | $1.08B | +$116.4M (+12.0%) | 6 | Aug 14, 2026 |
| 2372Dock Street Asset Management Inc | Q2 2026 | $1.08B | +$130.6M (+13.7%) | 64 | Jul 30, 2026 |
| 2373Boulay Financial Advisors, LLC | Q2 2026 | $1.08B | +$208.8M (+24.0%) | 6 | Aug 4, 2026 |
| 2374Great Waters Wealth Management | Q2 2026 | $1.08B | +$134.5M (+14.2%) | 127 | Jul 8, 2026 |
| 2375Alta Park Capital, LP | Q2 2026 | $1.08B | +$456.0M (+73.3%) | 26 | Aug 14, 2026 |
| 2376Hook Mill Capital Partners, LP | Q2 2026 | $1.08B | −$56.1M (−4.9%) | 37 | Aug 14, 2026 |
| 2377KMG Fiduciary Partners, LLC | Q2 2026 | $1.08B | −$275.8M (−20.4%) | 207 | Jul 9, 2026 |
| 2378TriCert Investment Counsel Inc. | Q2 2026 | $1.07B | No prior filing | 88 | Aug 10, 2026 |
| 2379GuoLine Advisory Pte Ltd | Q2 2026 | $1.07B | +$118.0M (+12.3%) | 23 | Jul 16, 2026 |
| 2380Ironvine Capital Partners, LLC | Q2 2026 | $1.07B | +$163.3M (+18.0%) | 56 | Aug 10, 2026 |
| 2381Coastline Trust Co | Q3 2026 | $1.07B | −$55.7M (−4.9%) | 347 | Oct 1, 2026 |
| 2382Graves-Light Private Wealth Management, Inc. | Q2 2026 | $1.07B | +$110.6M (+11.5%) | 203 | Jul 7, 2026 |
| 2383Teamwork Financial Advisors, LLC | Q2 2026 | $1.07B | +$171.2M (+19.0%) | 184 | Jul 8, 2026 |
| 2384Cypress Capital Group | Q2 2026 | $1.07B | +$181.8M (+20.5%) | 314 | Aug 5, 2026 |
| 2385Morgan Stanley Institutional Investment Advisors LLC | Q2 2026 | $1.07B | +$33.4M (+3.2%) | 5 | Aug 13, 2026 |
| 2386Legacy Advisors, LLC | Q2 2026 | $1.07B | +$222.3M (+26.2%) | 337 | Jul 24, 2026 |
| 2387Green Square Capital Advisors LLC | Q2 2026 | $1.07B | +$122.4M (+12.9%) | 221 | Jul 28, 2026 |
| 2388Center for Financial Planning, Inc. | Q2 2026 | $1.07B | +$111.9M (+11.7%) | 666 | Jul 21, 2026 |
| 2389Tamar Securities, LLC | Q2 2026 | $1.07B | +$137.2M (+14.7%) | 90 | Aug 5, 2026 |
| 2390Oak Harvest Investment Services | Q2 2026 | $1.07B | +$111.4M (+11.6%) | 160 | Jul 24, 2026 |
| 2391Anson Funds Management LP | Q2 2026 | $1.07B | +$309.8M (+40.9%) | 146 | Aug 13, 2026 |
| 2392Uniplan Investment Counsel, Inc. | Q2 2026 | $1.07B | +$92.6M (+9.5%) | 175 | Aug 14, 2026Amended |
| 2393Jag Capital Management, LLC | Q2 2026 | $1.07B | +$178.9M (+20.2%) | 142 | Jul 29, 2026 |
| 2394Schneider Downs Wealth Management Advisors, LP | Q2 2026 | $1.06B | +$157.5M (+17.4%) | 177 | Aug 5, 2026 |
| 2395NWF Advisory Services Inc. | Q2 2026 | $1.06B | +$178.1M (+20.1%) | 452 | Jul 29, 2026 |
| 2396Petrus Trust Company, LTA | Q2 2026 | $1.06B | +$148.2M (+16.2%) | 27 | Aug 14, 2026 |
| 2397Cutler Investment Counsel LLC | Q2 2026 | $1.06B | +$91.2M (+9.4%) | 157 | Jul 14, 2026 |
| 2398Brehaut David Pascal | Q2 2026 | $1.06B | +$154.1M (+17.0%) | 1 | Aug 13, 2026 |
| 2399Polaris Capital Management, LLC | Q2 2026 | $1.06B | −$160.8M (−13.2%) | 84 | Jul 27, 2026 |
| 2400Synergy Financial Management, LLC | Q2 2026 | $1.06B | +$118.9M (+12.6%) | 274 | Jul 22, 2026 |