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 |
|---|---|---|---|---|---|
| 2401Planning Center, Inc. | Q2 2026 | $1.06B | +$72.6M (+7.4%) | 84 | Jul 29, 2026 |
| 2402Rhenman & Partners Asset Management AB | Q2 2026 | $1.06B | +$248.9M (+30.7%) | 99 | Aug 13, 2026 |
| 2403J. Stern & Co. LLP | Q2 2026 | $1.06B | +$27.8M (+2.7%) | 51 | Aug 14, 2026 |
| 2404Greylock XIV GP LLC | Q2 2026 | $1.06B | −$178.2M (−14.4%) | 1 | Aug 7, 2026 |
| 2405Intrua Financial, LLC | Q2 2026 | $1.06B | +$120.1M (+12.8%) | 491 | Jul 24, 2026 |
| 2406Red Cedar Investment Management, LLC | Q2 2026 | $1.06B | +$91.3M (+9.5%) | 90 | Aug 12, 2026 |
| 2407Broad Bay Capital Management, LP | Q2 2026 | $1.06B | +$82.8M (+8.5%) | 23 | Aug 14, 2026 |
| 2408Minneapolis Portfolio Management Group, LLC | Q2 2026 | $1.06B | +$113.4M (+12.0%) | 34 | Jul 27, 2026 |
| 2409Convergence Investment Partners, LLC | Q2 2026 | $1.06B | +$444.3M (+72.8%) | 241 | Jul 31, 2026 |
| 2410Financial Management Professionals, Inc. | Q2 2026 | $1.05B | +$162.8M (+18.3%) | 1,054 | Jul 9, 2026 |
| 2411FengHe Fund Management Pte. Ltd. | Q2 2026 | $1.05B | +$330.6M (+45.7%) | 18 | Aug 7, 2026 |
| 2412Financial Plan, Inc. | Q2 2026 | $1.05B | +$121.1M (+13.0%) | 95 | Aug 14, 2026 |
| 2413Wealthcare Capital Management LLC | Q2 2026 | $1.05B | +$53.9M (+5.4%) | 105 | Jul 9, 2026 |
| 2414Abner Herrman & Brock LLC | Q2 2026 | $1.05B | +$148.7M (+16.4%) | 111 | Jul 8, 2026 |
| 2415Portland Global Advisors LLC | Q2 2026 | $1.05B | +$114.3M (+12.2%) | 154 | Aug 13, 2026 |
| 2416V-Square Quantitative Management LLC | Q2 2026 | $1.05B | +$106.0M (+11.2%) | 725 | Jul 27, 2026 |
| 2417Melqart Asset Management (UK) Ltd | Q2 2026 | $1.05B | +$36.7M (+3.6%) | 40 | Aug 14, 2026 |
| 2418Pinnacle Wealth Planning Services, Inc. | Q2 2026 | $1.05B | +$81.9M (+8.5%) | 2,749 | Aug 7, 2026 |
| 2419Per Stirling Capital Management, LLC. | Q2 2026 | $1.05B | +$144.6M (+16.0%) | 332 | Aug 14, 2026 |
| 2420Provenance Wealth Advisors, LLC | Q2 2026 | $1.05B | +$105.1M (+11.1%) | 609 | Jul 24, 2026 |
| 2421Accurate Wealth Management, LLC | Q2 2026 | $1.05B | +$217.6M (+26.2%) | 576 | Jul 14, 2026 |
| 2422True North Advisors, LLC | Q2 2026 | $1.05B | +$168.7M (+19.2%) | 291 | Jul 22, 2026 |
| 2423Passaic Partners LLC | Q2 2026 | $1.05B | +$219.9M (+26.6%) | 16 | Aug 14, 2026 |
| 2424Tetrad Corp | Q2 2026 | $1.05B | +$45.5M (+4.6%) | 3 | Jul 6, 2026 |
| 2425Southern Farm Bureau Life Insurance | Q2 2026 | $1.05B | +$98.3M (+10.4%) | 15 | Jul 29, 2026 |
| 2426Bedel Financial Consulting, Inc. | Q2 2026 | $1.04B | +$172.5M (+19.8%) | 307 | Jul 29, 2026 |
| 2427Cahill Financial Advisors Inc | Q2 2026 | $1.04B | +$117.9M (+12.8%) | 296 | Aug 11, 2026 |
| 2428George Kaiser Family Foundation | Q2 2026 | $1.04B | +$158.6M (+18.0%) | 105 | Aug 12, 2026 |
| 2429Philosophy Capital Management LLC | Q2 2026 | $1.04B | +$182.8M (+21.3%) | 35 | Aug 14, 2026 |
| 2430One Madison Group LLC | Q2 2026 | $1.04B | +$174.6M (+20.2%) | 27 | Aug 14, 2026 |
| 2431Westerkirk Capital Inc. | Q2 2026 | $1.04B | +$111.1M (+12.0%) | 212 | Aug 10, 2026 |
| 2432U S Global Investors Inc | Q2 2026 | $1.04B | +$182.1M (+21.2%) | 127 | Jul 27, 2026 |
| 2433Sr One Capital Management, LP | Q2 2026 | $1.04B | +$123.6M (+13.5%) | 15 | Aug 12, 2026 |
| 2434Harbour Trust & Investment Management Co | Q2 2026 | $1.04B | +$96.0M (+10.2%) | 160 | Jul 28, 2026 |
| 2435Kera Capital Partners, Inc. | Q2 2026 | $1.04B | +$223.8M (+27.5%) | 629 | Aug 14, 2026 |
| 2436Private Wealth Asset Management, LLC | Q2 2026 | $1.04B | +$102.4M (+10.9%) | 930 | Aug 11, 2026 |
| 2437Mirabella Financial Services LLP | Q2 2026 | $1.04B | +$5.94M (+0.6%) | 663 | Jul 31, 2026 |
| 2438Caliber Wealth Management, LLC | Q2 2026 | $1.04B | +$121.6M (+13.3%) | 300 | Jul 22, 2026 |
| 2439New England Private Wealth Advisors LLC | Q2 2026 | $1.04B | +$169.2M (+19.5%) | 205 | Aug 4, 2026 |
| 2440Oak Thistle LLC | Q2 2026 | $1.03B | +$4.79M (+0.5%) | 466 | Jul 20, 2026 |
| 2441Amussen Hunsaker Associates LLC | Q2 2026 | $1.03B | +$88.2M (+9.3%) | 109 | Aug 14, 2026 |
| 2442Absolute Investment Advisers LLC | Q2 2026 | $1.03B | +$182.7M (+21.4%) | 112 | Jul 21, 2026 |
| 2443Sierra Capital LLC | Q2 2026 | $1.03B | +$117.1M (+12.8%) | 228 | Aug 13, 2026 |
| 2444Isthmus Partners, LLC | Q2 2026 | $1.03B | +$80.9M (+8.5%) | 226 | Jul 20, 2026 |
| 2445Baldwin Investment Management, LLC | Q2 2026 | $1.03B | +$178.1M (+20.8%) | 231 | Jul 28, 2026 |
| 2446Laurel Wealth Advisors LLC | Q2 2026 | $1.03B | +$22.2M (+2.2%) | 200 | Jul 17, 2026 |
| 2447AssuredPartners Investment Advisors, LLC | Q2 2026 | $1.03B | +$114.3M (+12.4%) | 414 | Aug 10, 2026 |
| 2448Wolf Hill Capital Management, LP | Q2 2026 | $1.03B | +$328.5M (+46.6%) | 26 | Aug 13, 2026 |
| 2449Armstrong Henry H Associates Inc | Q2 2026 | $1.03B | +$51.2M (+5.2%) | 64 | Jul 7, 2026 |
| 2450Opus Capital Group, LLC | Q2 2026 | $1.03B | +$102.5M (+11.0%) | 150 | Jul 31, 2026 |