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 |
|---|---|---|---|---|---|
| 2451Paradigm Operations LP | Q2 2026 | $1.03B | +$77.3M (+8.1%) | 4 | Aug 14, 2026 |
| 2452Altfest L J & Co Inc | Q2 2026 | $1.03B | +$96.1M (+10.3%) | 311 | Jul 30, 2026 |
| 2453Rodgers Brothers Inc. | Q2 2026 | $1.03B | +$164.7M (+19.0%) | 247 | Aug 5, 2026 |
| 2454Provident Investment Management, Inc. | Q2 2026 | $1.03B | +$22.1M (+2.2%) | 89 | Aug 11, 2026 |
| 2455Impact Partnership Wealth, LLC | Q2 2026 | $1.03B | +$218.9M (+27.0%) | 439 | Jul 29, 2026 |
| 2456Columbus Macro, LLC | Q2 2026 | $1.03B | +$92.1M (+9.8%) | 207 | Jul 22, 2026 |
| 2457Engine Capital Management, LP | Q2 2026 | $1.03B | +$199.2M (+24.0%) | 29 | Aug 14, 2026 |
| 2458Apis Capital Advisors, LLC | Q2 2026 | $1.03B | +$379.0M (+58.5%) | 60 | Aug 14, 2026 |
| 2459Quadcap Wealth Management, LLC | Q2 2026 | $1.03B | +$149.2M (+17.0%) | 418 | Jul 31, 2026 |
| 2460Invst, LLC | Q2 2026 | $1.03B | +$141.4M (+16.0%) | 343 | Aug 14, 2026 |
| 2461Insight Wealth Strategies, LLC | Q2 2026 | $1.02B | +$128.6M (+14.4%) | 182 | Jul 10, 2026 |
| 2462Toth Financial Advisory Corp | Q2 2026 | $1.02B | +$113.3M (+12.4%) | 876 | Jul 14, 2026 |
| 2463Moisand Fitzgerald Tamayo, LLC | Q2 2026 | $1.02B | +$93.5M (+10.0%) | 535 | Jul 13, 2026 |
| 2464Keebeck Wealth Management, LLC | Q2 2026 | $1.02B | +$134.7M (+15.2%) | 471 | Aug 11, 2026 |
| 2465NTV Asset Management LLC | Q2 2026 | $1.02B | +$111.0M (+12.2%) | 317 | Aug 5, 2026 |
| 2466Capital Investment Services of America, Inc. | Q2 2026 | $1.02B | +$63.0M (+6.6%) | 83 | Jul 22, 2026 |
| 2467Portfolio Strategies, Inc. | Q2 2026 | $1.02B | +$208.4M (+25.7%) | 81 | Aug 10, 2026 |
| 2468Jabodon PT Co | Q2 2026 | $1.02B | +$158.9M (+18.5%) | 8 | Jul 21, 2026 |
| 2469Greenwood Capital Associates LLC | Q2 2026 | $1.02B | +$111.3M (+12.3%) | 284 | Jul 28, 2026 |
| 2470Lincluden Management Ltd | Q2 2026 | $1.02B | +$79.8M (+8.5%) | 68 | Jul 24, 2026 |
| 2471Tritonpoint Wealth, LLC | Q2 2026 | $1.02B | +$83.8M (+9.0%) | 281 | Aug 11, 2026 |
| 2472CKW Financial Group | Q2 2026 | $1.02B | +$100.7M (+11.0%) | 317 | Jul 24, 2026 |
| 2473Genus Capital Management Inc. | Q2 2026 | $1.02B | +$143.3M (+16.4%) | 204 | Jul 29, 2026 |
| 2474Redhawk Wealth Advisors, Inc. | Q2 2026 | $1.02B | +$109.3M (+12.1%) | 408 | Jul 9, 2026 |
| 2475Allen Holding Inc | Q2 2026 | $1.01B | +$6.02M (+0.6%) | 10 | Aug 5, 2026 |
| 2476Dream Peak Capital Ltd | Q2 2026 | $1.01B | +$338.3M (+50.1%) | 7 | Aug 12, 2026 |
| 2477CloudAlpha Capital Management Limited/Hong Kong | Q2 2026 | $1.01B | +$103.4M (+11.4%) | 24 | Aug 10, 2026 |
| 2478Nan Fung Trinity (HK) Ltd | Q2 2026 | $1.01B | +$102.1M (+11.2%) | 55 | Jul 24, 2026 |
| 2479Havemeyer Place LP | Q2 2026 | $1.01B | +$146.1M (+16.9%) | 495 | Aug 13, 2026 |
| 2480Accel Leaders 4 Associates L.P. | Q2 2026 | $1.01B | +$536.8M (+112.9%) | 1 | Aug 12, 2026 |
| 2481Counterpoint Mutual Funds LLC | Q2 2026 | $1.01B | +$345.0M (+51.8%) | 295 | Jul 20, 2026 |
| 2482Quantum Financial Advisors, LLC | Q2 2026 | $1.01B | +$119.5M (+13.4%) | 251 | Jul 8, 2026 |
| 2483DiNuzzo Private Wealth, Inc. | Q2 2026 | $1.01B | +$82.8M (+8.9%) | 1,347 | Jul 10, 2026 |
| 2484Gladstone Capital Management LLP | Q2 2026 | $1.01B | +$14.8M (+1.5%) | 40 | Aug 14, 2026 |
| 2485IAG Wealth Partners, LLC | Q2 2026 | $1.01B | +$114.5M (+12.8%) | 508 | Aug 6, 2026 |
| 2486Redwood Investment Management, LLC | Q2 2026 | $1.01B | +$203.6M (+25.3%) | 306 | Aug 14, 2026 |
| 2487Steigerwald, Gordon & Koch Inc. | Q2 2026 | $1.01B | +$34.7M (+3.6%) | 765 | Jul 22, 2026 |
| 2488KR Capital LP | Q2 2026 | $1.01B | +$509.8M (+102.2%) | 79 | Aug 14, 2026 |
| 2489Catalyst Financial Partners LLC | Q2 2026 | $1.01B | +$161.4M (+19.1%) | 416 | Jul 29, 2026 |
| 2490Grove Bank & Trust | Q2 2026 | $1.01B | +$123.8M (+14.0%) | 886 | Jul 7, 2026 |
| 2491Atika Capital Management LLC | Q2 2026 | $1.01B | +$374.1M (+59.0%) | 62 | Aug 13, 2026 |
| 2492Occidental Asset Management, LLC | Q2 2026 | $1.01B | +$163.1M (+19.3%) | 325 | Aug 7, 2026 |
| 2493Eagle Strategies LLC | Q2 2026 | $1.01B | +$169.3M (+20.2%) | 273 | Jul 21, 2026 |
| 2494Patton Albertson Miller Group, LLC | Q2 2026 | $1.00B | +$162.6M (+19.3%) | 213 | Jul 22, 2026 |
| 2495Mar Vista Investment Partners LLC | Q2 2026 | $1.00B | +$5.09M (+0.5%) | 33 | Aug 7, 2026 |
| 2496B&D White Capital Company, LLC | Q2 2026 | $1.00B | +$196.0M (+24.2%) | 94 | Jul 31, 2026 |
| 2497Sendero Wealth Management, LLC | Q2 2026 | $1.00B | +$100.3M (+11.1%) | 209 | Aug 4, 2026 |
| 2498BlueStem Wealth Partners, LLC | Q2 2026 | $1.00B | +$104.5M (+11.6%) | 127 | Aug 11, 2026 |
| 2499Fulcrum Asset Management LLP | Q2 2026 | $1.00B | +$341.3M (+51.6%) | 1,027 | Aug 18, 2026 |
| 2500Advisory Research Inc | Q2 2026 | $1.00B | +$188.9M (+23.2%) | 136 | Aug 13, 2026 |