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 |
|---|---|---|---|---|---|
| 2601High Probability Advisors, LLC | Q2 2026 | $935.0M | +$153.6M (+19.7%) | 75 | Jul 13, 2026 |
| 2602First Turn Management, LLC | Q2 2026 | $934.7M | +$39.6M (+4.4%) | 31 | Aug 14, 2026 |
| 2603Ashford Capital Management Inc | Q2 2026 | $932.6M | +$123.4M (+15.3%) | 107 | Aug 21, 2026 |
| 2604Planning Alternatives Ltd | Q2 2026 | $932.6M | +$157.8M (+20.4%) | 129 | Aug 12, 2026 |
| 2605FSM Wealth Advisors, LLC | Q2 2026 | $932.0M | +$153.8M (+19.8%) | 344 | Jul 15, 2026 |
| 2606Sycomore Asset Management | Q2 2026 | $931.6M | +$236.4M (+34.0%) | 72 | Jul 16, 2026 |
| 2607Ashe Capital Management, LP | Q2 2026 | $931.5M | +$134.1M (+16.8%) | 7 | Aug 14, 2026 |
| 2608Artal Group S.A. | Q2 2026 | $931.1M | −$79.5M (−7.9%) | 2 | Aug 13, 2026 |
| 2609Night Squared LP | Q2 2026 | $930.4M | +$249.7M (+36.7%) | 69 | Aug 14, 2026 |
| 2610Fort Point Capital Partners LLC | Q2 2026 | $929.6M | +$173.7M (+23.0%) | 247 | Aug 14, 2026 |
| 2611Capital Investment Counsel, Inc | Q2 2026 | $929.3M | +$113.2M (+13.9%) | 266 | Jul 27, 2026 |
| 2612Trybe Capital Management LP | Q2 2026 | $929.3M | +$487.4M (+110.3%) | 7 | Aug 14, 2026 |
| 2613Claret Asset Management Corp | Q2 2026 | $928.3M | +$91.1M (+10.9%) | 498 | Jul 27, 2026 |
| 2614Fort Sheridan Advisors LLC | Q2 2026 | $927.9M | +$100.3M (+12.1%) | 299 | Aug 5, 2026 |
| 2615Redwood Capital Management, LLC | Q2 2026 | $927.4M | +$253.2M (+37.6%) | 25 | Aug 14, 2026 |
| 2616Violich Capital Management, Inc. | Q3 2026 | $926.7M | +$7.39M (+0.8%) | 113 | Oct 2, 2026 |
| 2617Arista Wealth Management, LLC | Q2 2026 | $926.7M | +$105.1M (+12.8%) | 266 | Jul 8, 2026 |
| 2618Community Bank, N.A. | Q2 2026 | $926.3M | +$86.2M (+10.3%) | 530 | Aug 13, 2026 |
| 2619Abc Arbitrage SA | Q2 2026 | $926.1M | +$173.1M (+23.0%) | 381 | Jul 20, 2026 |
| 2620MBB Public Markets I LLC | Q2 2026 | $925.7M | +$90.5M (+10.8%) | 25 | Aug 14, 2026 |
| 2621Barlow Wealth Partners, Inc. | Q2 2026 | $925.5M | +$25.5M (+2.8%) | 149 | Jul 14, 2026 |
| 2622Roble, Belko & Company, Inc | Q2 2026 | $925.3M | +$138.8M (+17.6%) | 486 | Jul 24, 2026 |
| 2623Geometric Wealth Advisors | Q2 2026 | $924.5M | +$125.9M (+15.8%) | 94 | Aug 11, 2026 |
| 2624James J. Burns & Company, LLC | Q2 2026 | $923.5M | +$186.5M (+25.3%) | 163 | Aug 6, 2026 |
| 2625APCM Wealth Management for Individuals | Q2 2026 | $923.2M | +$90.4M (+10.9%) | 90 | Aug 11, 2026 |
| 2626Credit Industriel Et Commercial | Q2 2026 | $923.2M | +$295.5M (+47.1%) | 217 | Jul 24, 2026 |
| 2627Delta Global Management LP | Q2 2026 | $921.7M | −$299.9M (−24.5%) | 149 | Aug 13, 2026 |
| 2628Ardsley Advisory Partners LP | Q2 2026 | $921.1M | +$264.7M (+40.3%) | 130 | Jul 13, 2026 |
| 2629Maridea Wealth Management LLC | Q2 2026 | $919.7M | +$233.9M (+34.1%) | 538 | Aug 6, 2026 |
| 2630Axq Capital, LP | Q2 2026 | $919.7M | +$142.6M (+18.4%) | 960 | Aug 6, 2026 |
| 2631Luxor Capital Group, LP | Q2 2026 | $919.4M | +$286.4M (+45.2%) | 42 | Aug 14, 2026 |
| 2632Tfo-TDC, LLC | Q2 2026 | $919.3M | +$183.9M (+25.0%) | 65 | Aug 10, 2026 |
| 2633SJS Investment Consulting Inc. | Q2 2026 | $918.7M | +$100.1M (+12.2%) | 2,884 | Jul 22, 2026 |
| 2634Oasis Management Co Ltd. | Q2 2026 | $918.0M | +$81.9M (+9.8%) | 104 | Aug 13, 2026 |
| 2635Strategic Planning Group, LLC | Q2 2026 | $918.0M | +$202.6M (+28.3%) | 75 | Jul 16, 2026 |
| 2636Harvey Investment Co LLC | Q2 2026 | $917.8M | +$8.34M (+0.9%) | 99 | Jul 22, 2026 |
| 2637Quantitative Investment Management, LLC | Q2 2026 | $917.4M | −$45.1M (−4.7%) | 346 | Aug 14, 2026 |
| 2638RTD Financial Advisors, Inc. | Q2 2026 | $916.9M | +$103.2M (+12.7%) | 120 | Jul 13, 2026 |
| 2639Twin Capital Management Inc | Q2 2026 | $916.4M | +$140.7M (+18.1%) | 269 | Aug 6, 2026 |
| 2640De Lisle Partners LLP | Q2 2026 | $916.2M | +$80.3M (+9.6%) | 178 | Aug 12, 2026 |
| 2641Agave Capital Management Ltd | Q2 2026 | $914.8M | +$293.2M (+47.2%) | 12 | Aug 12, 2026 |
| 2642King Wealth | Q2 2026 | $914.3M | +$114.6M (+14.3%) | 176 | Aug 5, 2026 |
| 2643Symphony Financial, Ltd. Co. | Q2 2026 | $914.3M | +$159.2M (+21.1%) | 371 | Aug 3, 2026 |
| 2644MJP Associates Inc | Q2 2026 | $914.2M | +$91.0M (+11.1%) | 232 | Aug 11, 2026 |
| 2645Atlas Capital Advisors LLC | Q2 2026 | $914.0M | +$39.7M (+4.5%) | 1,049 | Aug 13, 2026Amended |
| 2646ICICI Prudential Asset Management Co Ltd | Q2 2026 | $913.2M | +$80.6M (+9.7%) | 157 | Aug 6, 2026 |
| 2647Pitcairn Wealth Advisors LLC | Q2 2026 | $912.9M | −$173.6M (−16.0%) | 281 | Aug 10, 2026 |
| 2648Wallace Capital Management Inc. | Q2 2026 | $912.1M | +$41.3M (+4.7%) | 77 | Aug 14, 2026 |
| 2649JT Stratford LLC | Q2 2026 | $912.0M | +$126.4M (+16.1%) | 321 | Aug 14, 2026 |
| 2650Nelson Capital Management, LLC | Q2 2026 | $911.6M | +$92.4M (+11.3%) | 120 | Jul 24, 2026 |