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 |
|---|---|---|---|---|---|
| 2651Castellan Group, LLC | Q2 2026 | $910.0M | +$187.5M (+25.9%) | 39 | Jul 23, 2026 |
| 2652Pacific Life Fund Advisors LLC | Q2 2026 | $909.6M | +$39.1M (+4.5%) | 27 | Aug 4, 2026 |
| 2653FORM Wealth Advisors, LLC | Q2 2026 | $909.3M | +$55.7M (+6.5%) | 61 | Jul 10, 2026 |
| 2654Greenvale Capital LLP | Q2 2026 | $909.1M | −$3.07M (−0.3%) | 10 | Aug 14, 2026 |
| 2655Shay Capital LLC | Q2 2026 | $906.6M | +$202.4M (+28.7%) | 394 | Aug 14, 2026 |
| 2656Greatmark Investment Partners, Inc. | Q2 2026 | $906.5M | +$52.9M (+6.2%) | 153 | Jul 24, 2026 |
| 2657Tennessee Valley Asset Management Partners | Q2 2026 | $906.5M | +$149.4M (+19.7%) | 204 | Aug 10, 2026 |
| 2658Oak Root LLC | Q2 2026 | $906.3M | +$86.2M (+10.5%) | 10 | Jul 13, 2026 |
| 2659Manchester Global Management (UK) Ltd | Q2 2026 | $906.0M | +$156.9M (+20.9%) | 23 | Aug 14, 2026 |
| 2660One Wealth Advisors, LLC | Q2 2026 | $905.7M | +$102.7M (+12.8%) | 326 | Aug 6, 2026 |
| 2661SeaCrest Wealth Management, LLC | Q2 2026 | $903.4M | −$31.6M (−3.4%) | 550 | Jul 9, 2026 |
| 2662Ranmore Fund Management Ltd | Q2 2026 | $903.0M | +$146.0M (+19.3%) | 23 | Jul 31, 2026 |
| 2663Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Q2 2026 | $902.8M | +$84.5M (+10.3%) | 493 | Jul 9, 2026 |
| 2664TFC Financial Management | Q2 2026 | $902.3M | +$90.6M (+11.2%) | 1,034 | Jul 23, 2026 |
| 2665Symmetry Investments LP | Q2 2026 | $901.1M | +$489.0M (+118.7%) | 112 | Aug 14, 2026 |
| 2666Soundwatch Capital LLC | Q2 2026 | $901.0M | +$107.8M (+13.6%) | 53 | Aug 13, 2026 |
| 2667Strid Group, LLC | Q2 2026 | $900.7M | +$93.9M (+11.6%) | 93 | Jul 23, 2026 |
| 2668Nellore Capital Management LLC | Q2 2026 | $900.7M | +$118.1M (+15.1%) | 10 | Aug 14, 2026 |
| 2669MayTech Global Investments, LLC | Q2 2026 | $900.2M | +$80.4M (+9.8%) | 22 | Jul 29, 2026 |
| 2670Wealth Enhancement Trust Services, Inc. | Q2 2026 | $900.1M | +$73.6M (+8.9%) | 1,529 | Jul 22, 2026Amended |
| 2671Blueprint Financial Advisors LLC | Q2 2026 | $900.0M | +$225.1M (+33.4%) | 131 | Aug 14, 2026 |
| 2672North Peak Capital Management, LLC | Q2 2026 | $900.0M | +$298.6M (+49.7%) | 8 | Aug 14, 2026 |
| 2673Valley National Advisers Inc | Q2 2026 | $899.8M | +$126.9M (+16.4%) | 1,056 | Jul 29, 2026 |
| 2674Parkside Investments, LLC | Q2 2026 | $899.3M | +$76.2M (+9.3%) | 91 | Jul 13, 2026 |
| 2675BSW Wealth Partners | Q2 2026 | $899.2M | +$79.8M (+9.7%) | 331 | Jul 15, 2026 |
| 2676Columbus Hill Capital Management, L.P. | Q2 2026 | $898.8M | +$306.3M (+51.7%) | 29 | Aug 13, 2026 |
| 2677Nine Masts Capital Ltd | Q2 2026 | $898.7M | +$250.8M (+38.7%) | 95 | Aug 7, 2026 |
| 2678Financial Consulate, Inc | Q2 2026 | $898.5M | +$96.0M (+12.0%) | 1,449 | Jul 23, 2026 |
| 2679Silverarc Capital Management, LLC | Q2 2026 | $898.5M | +$49.9M (+5.9%) | 65 | Aug 13, 2026 |
| 2680SPX Equities Gestao de Recursos Ltda | Q2 2026 | $898.0M | −$302.3M (−25.2%) | 77 | Aug 19, 2026Amended |
| 2681Johnson Bixby & Associates, LLC | Q2 2026 | $895.8M | +$89.3M (+11.1%) | 131 | Jul 16, 2026 |
| 2682Sierra Summit Advisors LLC | Q2 2026 | $895.4M | +$207.3M (+30.1%) | 185 | Jul 20, 2026 |
| 2683Clayton, Dubilier & Rice, LLC | Q2 2026 | $895.0M | +$358.5M (+66.8%) | 2 | Jul 29, 2026 |
| 2684BloombergSen Inc. | Q2 2026 | $894.0M | +$1.23M (+0.1%) | 28 | Aug 7, 2026 |
| 2685Titan Investment Solutions Ltd | Q2 2026 | $893.7M | +$112.2M (+14.4%) | 60 | Aug 13, 2026 |
| 2686Warwick Investment Management, Inc. | Q2 2026 | $891.1M | +$201.0M (+29.1%) | 149 | Jul 31, 2026 |
| 2687Fortis Capital Advisors, LLC | Q2 2026 | $889.4M | +$126.0M (+16.5%) | 408 | Jul 31, 2026 |
| 2688Fortis Capital Management LLC | Q2 2026 | $889.3M | +$141.8M (+19.0%) | 235 | Aug 12, 2026 |
| 2689Discerene Group LP | Q2 2026 | $889.1M | +$25.4M (+2.9%) | 12 | Aug 13, 2026 |
| 2690Philip James Wealth Mangement, LLC | Q2 2026 | $888.4M | +$18.7M (+2.2%) | 151 | Jul 27, 2026 |
| 2691Bronte Capital Management Pty Ltd. | Q2 2026 | $888.3M | −$52.6M (−5.6%) | 56 | Aug 4, 2026 |
| 2692Legacy Financial Group LLC | Q2 2026 | $888.2M | +$93.1M (+11.7%) | 133 | Aug 5, 2026 |
| 2693Independence Bank of Kentucky | Q2 2026 | $887.6M | +$98.2M (+12.4%) | 589 | Jul 13, 2026 |
| 2694Nishkama Capital, LLC | Q2 2026 | $886.2M | +$183.3M (+26.1%) | 34 | Aug 14, 2026 |
| 2695KFG Wealth Management, LLC | Q2 2026 | $885.6M | +$112.2M (+14.5%) | 224 | Jul 22, 2026 |
| 2696Camrose Capital Investment Partners LLP | Q2 2026 | $885.1M | +$120.9M (+15.8%) | 10 | Aug 14, 2026 |
| 2697Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | Q2 2026 | $884.6M | +$47.3M (+5.6%) | 50 | Aug 14, 2026 |
| 2698City Holding Co | Q2 2026 | $884.5M | +$84.7M (+10.6%) | 587 | Jul 10, 2026 |
| 2699Arbor Investment Advisors, LLC | Q2 2026 | $883.5M | +$115.2M (+15.0%) | 145 | Jul 24, 2026 |
| 2700Caledonia Investments PLC | Q2 2026 | $883.3M | +$27.3M (+3.2%) | 15 | Jul 17, 2026 |