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 |
|---|---|---|---|---|---|
| 2501Howard Financial Services, Ltd. | Q2 2026 | $1.00B | +$113.5M (+12.8%) | 268 | Jul 7, 2026 |
| 2502Sheets Smith Wealth Management | Q2 2026 | $1.00B | +$111.9M (+12.6%) | 408 | Jul 13, 2026 |
| 2503Liberty One Investment Management, LLC | Q2 2026 | $1.00B | +$30.3M (+3.1%) | 154 | Aug 13, 2026 |
| 2504Ascent Wealth Partners, LLC | Q2 2026 | $1.00B | +$139.7M (+16.2%) | 200 | Jul 31, 2026 |
| 2505Embree Financial Group | Q2 2026 | $998.3M | +$149.3M (+17.6%) | 283 | Jul 15, 2026 |
| 2506Governors Lane LP | Q2 2026 | $998.3M | +$196.8M (+24.6%) | 184 | Aug 14, 2026 |
| 2507180 Wealth Advisors, LLC | Q2 2026 | $997.2M | +$117.4M (+13.3%) | 486 | Jul 7, 2026 |
| 2508Leuthold Group, LLC | Q2 2026 | $995.2M | +$56.4M (+6.0%) | 237 | Aug 4, 2026 |
| 2509Romano Brothers and Company | Q2 2026 | $994.4M | +$114.2M (+13.0%) | 331 | Jul 21, 2026 |
| 2510Souders Financial Advisors | Q2 2026 | $994.1M | +$117.7M (+13.4%) | 224 | Aug 5, 2026 |
| 2511Rock Creek Group, LP | Q2 2026 | $993.7M | +$6.01M (+0.6%) | 57 | Aug 3, 2026 |
| 2512Power Alpha Investment Ltd | Q2 2026 | $993.6M | +$119.3M (+13.7%) | 4 | Jul 31, 2026 |
| 2513HHM Wealth Advisors, LLC | Q2 2026 | $993.6M | +$126.7M (+14.6%) | 896 | Jul 13, 2026 |
| 2514Denali Advisors LLC | Q2 2026 | $993.0M | +$93.3M (+10.4%) | 318 | Aug 10, 2026 |
| 2515Capital Advisors, Ltd. LLC | Q2 2026 | $991.2M | +$111.3M (+12.7%) | 1,518 | Jul 16, 2026 |
| 2516MLG Wealth Management DBA Pine Grove Financial Group | Q2 2026 | $990.2M | +$129.8M (+15.1%) | 218 | Sep 2, 2026 |
| 2517KTF Investments, LLC | Q2 2026 | $989.4M | +$405.2M (+69.4%) | 93 | Aug 10, 2026 |
| 2518State of Wyoming | Q2 2026 | $989.1M | +$145.5M (+17.2%) | 1,872 | Aug 6, 2026 |
| 2519Archford Capital Strategies, LLC | Q2 2026 | $987.5M | +$114.1M (+13.1%) | 359 | Jul 17, 2026 |
| 2520Mark Asset Management LP | Q2 2026 | $987.1M | +$234.1M (+31.1%) | 31 | Aug 14, 2026 |
| 2521Global Endowment Management, LP | Q2 2026 | $986.5M | +$90.4M (+10.1%) | 72 | Aug 14, 2026 |
| 2522Novem Group | Q2 2026 | $986.1M | +$116.5M (+13.4%) | 437 | Jul 21, 2026 |
| 2523Financial Partners Group, Inc | Q2 2026 | $985.1M | +$149.1M (+17.8%) | 250 | Jul 23, 2026 |
| 2524Polymer Capital Management (HK) LTD | Q2 2026 | $984.8M | +$271.3M (+38.0%) | 140 | Aug 12, 2026 |
| 2525Southeast Asset Advisors Inc. | Q2 2026 | $984.5M | +$72.0M (+7.9%) | 225 | Aug 14, 2026 |
| 2526LVZ Advisors, Inc. | Q2 2026 | $984.3M | +$107.9M (+12.3%) | 177 | Jul 9, 2026 |
| 2527Action Point Financial Planning, LLC | Q2 2026 | $984.3M | +$872.2M (+778.0%) | 2,789 | Aug 13, 2026 |
| 2528Stanley-Laman Group, Ltd. | Q2 2026 | $984.2M | +$172.5M (+21.2%) | 298 | Aug 5, 2026 |
| 2529Central Pacific Bank - Trust Division | Q2 2026 | $984.1M | +$200.4M (+25.6%) | 889 | Jul 7, 2026 |
| 2530Cheviot Value Management, LLC | Q2 2026 | $984.0M | −$11.6M (−1.2%) | 442 | Aug 6, 2026 |
| 2531Marble Harbor Investment Counsel, LLC | Q2 2026 | $984.0M | +$61.1M (+6.6%) | 200 | Aug 7, 2026 |
| 2532James Investment Research Inc | Q2 2026 | $983.8M | +$92.5M (+10.4%) | 375 | Jul 24, 2026 |
| 2533Infinitum Asset Management, LLC | Q2 2026 | $983.2M | +$184.1M (+23.0%) | 17 | Aug 14, 2026 |
| 2534Greenline Partners, LLC | Q2 2026 | $983.0M | +$52.8M (+5.7%) | 149 | Aug 14, 2026 |
| 2535Twin Focus Capital Partners, LLC | Q2 2026 | $982.7M | +$112.6M (+12.9%) | 170 | Jul 28, 2026 |
| 2536Hanson & Doremus Investment Management | Q2 2026 | $982.7M | +$113.4M (+13.1%) | 484 | Jul 29, 2026 |
| 2537Cabot Wealth Management Inc | Q2 2026 | $982.2M | +$112.7M (+13.0%) | 142 | Jul 31, 2026 |
| 2538Van Cleef Asset Management,Inc | Q2 2026 | $981.0M | +$52.3M (+5.6%) | 119 | Aug 3, 2026 |
| 2539Stillwater Capital Advisors, LLC | Q2 2026 | $980.6M | +$104.5M (+11.9%) | 71 | Jul 23, 2026 |
| 2540Hill Investment Group Partners, LLC | Q2 2026 | $980.4M | +$74.9M (+8.3%) | 61 | Aug 12, 2026 |
| 2541Perseverance Asset Management International | Q2 2026 | $977.3M | +$68.3M (+7.5%) | 18 | Aug 12, 2026 |
| 2542Arini Captial Management Ltd | Q2 2026 | $974.7M | +$340.9M (+53.8%) | 28 | Aug 14, 2026Amended |
| 2543Patriot Financial Group Insurance Agency, LLC | Q2 2026 | $973.8M | −$798.6M (−45.1%) | 488 | Jul 16, 2026 |
| 2544Parkman Healthcare Partners LLC | Q2 2026 | $973.7M | +$9.13M (+0.9%) | 76 | Aug 14, 2026 |
| 2545Seeds Investor LLC | Q2 2026 | $973.3M | +$238.6M (+32.5%) | 379 | Aug 12, 2026 |
| 2546RPG Investment Advisory, LLC | Q2 2026 | $972.9M | +$143.8M (+17.3%) | 93 | Aug 4, 2026 |
| 2547Permanens Capital L.P. | Q2 2026 | $972.4M | +$196.1M (+25.3%) | 100 | Aug 14, 2026 |
| 2548Integrity Advisory Solutions, LLC | Q2 2026 | $971.7M | +$214.6M (+28.4%) | 336 | Jul 31, 2026 |
| 2549Hohimer Wealth Management, LLC | Q2 2026 | $971.4M | +$153.1M (+18.7%) | 377 | Jul 31, 2026 |
| 2550Evermay Wealth Management LLC | Q2 2026 | $970.9M | +$68.9M (+7.6%) | 651 | Jul 27, 2026 |