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 |
|---|---|---|---|---|---|
| 2551Marietta Wealth Management, LLC | Q2 2026 | $970.6M | +$129.2M (+15.4%) | 133 | Aug 3, 2026 |
| 2552Noked Israel Ltd | Q2 2026 | $969.9M | +$293.0M (+43.3%) | 11 | Aug 13, 2026 |
| 2553RMG Wealth Management LLC | Q2 2026 | $969.2M | +$103.3M (+11.9%) | 577 | Aug 13, 2026 |
| 2554Disciplina Capital Management LLC | Q2 2026 | $968.0M | +$24.4M (+2.6%) | 68 | Aug 10, 2026 |
| 2555Stockman Wealth Management, Inc. | Q2 2026 | $967.7M | +$61.5M (+6.8%) | 178 | Aug 11, 2026 |
| 2556L & S Advisors Inc | Q2 2026 | $967.4M | +$172.5M (+21.7%) | 236 | Aug 12, 2026 |
| 2557Jamison Private Wealth Management, Inc. | Q2 2026 | $965.2M | +$142.9M (+17.4%) | 222 | Jul 16, 2026 |
| 2558Bath Savings Trust Co | Q2 2026 | $965.1M | +$29.1M (+3.1%) | 177 | Jul 9, 2026 |
| 2559Baker Ellis Asset Management LLC | Q2 2026 | $964.1M | +$121.6M (+14.4%) | 265 | Jul 23, 2026 |
| 2560Goodnow Investment Group, LLC | Q2 2026 | $963.7M | +$50.8M (+5.6%) | 23 | Aug 13, 2026 |
| 2561Aviance Capital Partners, LLC | Q2 2026 | $963.2M | +$109.3M (+12.8%) | 388 | Jul 30, 2026 |
| 2562L2 Asset Management, LLC | Q2 2026 | $962.8M | −$88.6M (−8.4%) | 411 | Aug 13, 2026 |
| 2563Leonard Green & Partners, L.P. | Q2 2026 | $962.2M | −$1.81B (−65.2%) | 4 | Aug 14, 2026 |
| 2564Parthenon LLC | Q2 2026 | $962.0M | +$87.2M (+10.0%) | 133 | Jul 23, 2026 |
| 2565Revolve Wealth Partners, LLC | Q2 2026 | $961.1M | +$191.5M (+24.9%) | 350 | Jul 9, 2026 |
| 2566Ramirez Asset Management, Inc. | Q2 2026 | $959.9M | +$128.1M (+15.4%) | 360 | Aug 13, 2026 |
| 2567Lavaca Capital LLC | Q2 2026 | $959.5M | +$421.5M (+78.3%) | 345 | Aug 14, 2026 |
| 2568Burns J W & Co Inc | Q2 2026 | $959.5M | +$86.7M (+9.9%) | 189 | Jul 15, 2026 |
| 2569Wahed Invest LLC | Q2 2026 | $958.1M | +$187.8M (+24.4%) | 227 | Aug 11, 2026 |
| 2570Buck Wealth Strategies, LLC | Q2 2026 | $956.2M | +$146.3M (+18.1%) | 1,170 | Jul 30, 2026 |
| 2571River Wealth Advisors LLC | Q2 2026 | $955.7M | +$85.0M (+9.8%) | 217 | Aug 4, 2026Amended |
| 2572Lifeworks Advisors, LLC | Q2 2026 | $955.0M | +$175.9M (+22.6%) | 337 | Aug 14, 2026 |
| 2573Long Pond Capital, LP | Q2 2026 | $953.9M | −$24.2M (−2.5%) | 30 | Aug 13, 2026 |
| 2574Claro Advisors LLC | Q2 2026 | $952.8M | +$122.7M (+14.8%) | 533 | Jul 30, 2026 |
| 2575Night Owl Capital Management, LLC | Q2 2026 | $952.8M | +$94.8M (+11.0%) | 30 | Aug 14, 2026 |
| 2576Family Management Corp | Q2 2026 | $952.6M | +$118.6M (+14.2%) | 323 | Aug 14, 2026 |
| 2577CVFG LLC | Q2 2026 | $952.1M | +$147.8M (+18.4%) | 250 | Aug 11, 2026 |
| 2578Elyxium Wealth, LLC | Q2 2026 | $952.1M | +$640.3M (+205.3%) | 298 | Aug 3, 2026 |
| 2579Makena Capital Management LLC | Q2 2026 | $951.8M | +$85.8M (+9.9%) | 26 | Aug 10, 2026 |
| 2580Victory Financial Group, LLC | Q2 2026 | $951.8M | +$137.9M (+16.9%) | 397 | Jul 28, 2026 |
| 2581Abacus Wealth Partners, LLC | Q2 2026 | $951.6M | −$143.7M (−13.1%) | 321 | Jul 22, 2026 |
| 2582Papp L Roy & Associates | Q2 2026 | $951.4M | +$84.0M (+9.7%) | 193 | Jul 23, 2026 |
| 2583Griffin Asset Management, Inc. | Q2 2026 | $948.9M | +$62.3M (+7.0%) | 245 | Jul 23, 2026 |
| 2584Total Investment Management Inc | Q2 2026 | $948.4M | +$90.6M (+10.6%) | 89 | Aug 3, 2026 |
| 2585Asset One Wealth Management LLC | Q2 2026 | $947.5M | +$43.7M (+4.8%) | 346 | Aug 13, 2026 |
| 2586Wendell David Associates Inc | Q2 2026 | $946.7M | +$27.8M (+3.0%) | 155 | Jul 27, 2026 |
| 2587Water Island Capital LLC | Q2 2026 | $944.9M | +$194.7M (+26.0%) | 75 | Aug 14, 2026 |
| 2588Oarsman Capital, Inc. | Q2 2026 | $944.8M | +$139.5M (+17.3%) | 244 | Aug 7, 2026 |
| 2589Sylebra Capital LLC | Q2 2026 | $944.5M | +$170.8M (+22.1%) | 9 | Aug 14, 2026 |
| 2590Old West Investment Management, LLC | Q2 2026 | $944.2M | +$21.6M (+2.3%) | 124 | Aug 6, 2026 |
| 2591Headlands Technologies LLC | Q2 2026 | $942.5M | +$64.6M (+7.4%) | 695 | Aug 12, 2026 |
| 2592Condire Management, LP | Q2 2026 | $942.3M | −$92.4M (−8.9%) | 21 | Aug 20, 2026Amended |
| 2593United Advisor Group, LLC | Q2 2026 | $942.1M | +$134.9M (+16.7%) | 527 | Jul 29, 2026 |
| 2594Allegheny Financial Group LTD | Q2 2026 | $942.0M | +$200.1M (+27.0%) | 305 | Jul 22, 2026 |
| 2595Middleton & Co Inc | Q2 2026 | $941.9M | +$65.0M (+7.4%) | 170 | Aug 10, 2026 |
| 2596Aperture Investors, LLC | Q2 2026 | $941.6M | +$150.3M (+19.0%) | 82 | Aug 14, 2026 |
| 2597Diametric Capital, LP | Q2 2026 | $940.4M | +$558.7M (+146.3%) | 473 | Aug 14, 2026 |
| 2598Diameter Capital Partners LP | Q2 2026 | $939.7M | +$417.4M (+79.9%) | 32 | Aug 14, 2026Amended |
| 2599Wealth High Governance Asset Management Ltda. | Q2 2026 | $939.5M | +$298.5M (+46.6%) | 50 | Aug 12, 2026 |
| 2600Archon Partners LLC | Q2 2026 | $936.8M | +$91.8M (+10.9%) | 37 | Aug 6, 2026 |