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 |
|---|---|---|---|---|---|
| 2701Northern Oak Wealth Management Inc | Q2 2026 | $882.6M | +$81.3M (+10.1%) | 211 | Jul 30, 2026 |
| 2702Fiduciary Financial Group, LLC | Q2 2026 | $882.4M | +$128.2M (+17.0%) | 373 | Jul 10, 2026 |
| 2703TCP Asset Management, LLC | Q2 2026 | $882.1M | +$104.1M (+13.4%) | 141 | Jul 15, 2026 |
| 2704Canyon Capital Advisors LLC | Q2 2026 | $882.0M | +$110.0M (+14.2%) | 22 | Aug 14, 2026 |
| 2705Adams Asset Advisors, LLC | Q2 2026 | $881.7M | −$9.72M (−1.1%) | 88 | Jul 13, 2026 |
| 2706Permian Investment Partners, LP | Q2 2026 | $881.4M | −$23.5M (−2.6%) | 11 | Aug 14, 2026 |
| 2707Atlas Venture Life Science Advisors, LLC | Q2 2026 | $881.3M | +$91.3M (+11.6%) | 7 | Aug 13, 2026 |
| 2708Front Street Capital Management, Inc. | Q2 2026 | $880.6M | +$126.7M (+16.8%) | 70 | Aug 13, 2026 |
| 2709Meridian Wealth Advisors, LLC | Q2 2026 | $880.0M | +$123.7M (+16.3%) | 211 | Aug 14, 2026 |
| 2710Foguth Wealth Management, LLC. | Q2 2026 | $878.9M | +$21.7M (+2.5%) | 213 | Jul 21, 2026 |
| 2711Cannon Financial Strategists, Inc. | Q2 2026 | $878.5M | +$117.7M (+15.5%) | 133 | Aug 7, 2026 |
| 2712Absher Wealth Management, LLC | Q2 2026 | $878.4M | +$25.4M (+3.0%) | 73 | Aug 10, 2026 |
| 2713Eclectic Associates Inc | Q2 2026 | $878.3M | +$125.1M (+16.6%) | 162 | Jul 7, 2026 |
| 2714Marathon Trading Investment Management LLC | Q2 2026 | $877.1M | +$540.2M (+160.4%) | 141 | Aug 12, 2026 |
| 2715Vision Capital Management, Inc. | Q2 2026 | $875.9M | +$84.0M (+10.6%) | 156 | Aug 10, 2026 |
| 2716Managed Asset Portfolios, LLC | Q2 2026 | $874.9M | +$40.5M (+4.9%) | 51 | Aug 6, 2026 |
| 2717Lake Street Financial LLC | Q2 2026 | $874.3M | +$88.9M (+11.3%) | 275 | Aug 10, 2026 |
| 2718GFS Advisors, LLC | Q2 2026 | $874.2M | −$542.9M (−38.3%) | 370 | Aug 13, 2026Amended |
| 2719Concord Wealth Partners | Q2 2026 | $873.2M | +$102.7M (+13.3%) | 885 | Jul 27, 2026 |
| 2720Inspirion Wealth Advisors, LLC | Q2 2026 | $872.8M | +$70.2M (+8.8%) | 185 | Jul 7, 2026 |
| 2721Thompson Investment Management, Inc. | Q2 2026 | $871.6M | +$98.1M (+12.7%) | 504 | Jul 13, 2026 |
| 2722Compass Financial Group, INC | Q2 2026 | $871.5M | +$156.8M (+21.9%) | 119 | Aug 4, 2026 |
| 2723J.P. Marvel Investment Advisors, LLC | Q2 2026 | $871.2M | +$166.1M (+23.5%) | 64 | Jul 31, 2026 |
| 2724Scarborough Advisors, LLC | Q2 2026 | $870.9M | −$42.7M (−4.7%) | 147 | Jul 21, 2026 |
| 2725McMillan Office, Inc. | Q2 2026 | $870.9M | +$89.2M (+11.4%) | 507 | Aug 13, 2026 |
| 2726SIR Capital Management, L.P. | Q2 2026 | $870.1M | −$200.9M (−18.8%) | 79 | Aug 14, 2026 |
| 2727Premier Path Wealth Partners, LLC | Q2 2026 | $869.6M | +$102.2M (+13.3%) | 400 | Jul 21, 2026 |
| 2728Oslo Pensjonsforsikring AS | Q2 2026 | $869.4M | +$226.8M (+35.3%) | 457 | Jul 31, 2026 |
| 2729Gilbert & Cook, Inc. | Q2 2026 | $869.0M | +$94.7M (+12.2%) | 229 | Jul 28, 2026 |
| 2730Tran Capital Management, L.P. | Q2 2026 | $868.7M | +$140.4M (+19.3%) | 66 | Jul 15, 2026 |
| 2731Nicola Wealth Management Ltd. | Q2 2026 | $868.4M | +$35.4M (+4.2%) | 61 | Aug 6, 2026 |
| 2732Hunter Associates Investment Management LLC | Q2 2026 | $868.3M | +$112.4M (+14.9%) | 294 | Jul 23, 2026 |
| 2733Walkner Condon Financial Advisors LLC | Q2 2026 | $868.1M | +$109.5M (+14.4%) | 343 | Jul 27, 2026 |
| 2734CRA Financial Services, LLC | Q2 2026 | $867.6M | +$97.5M (+12.7%) | 321 | Jul 24, 2026 |
| 2735Fractal Investments LLC | Q2 2026 | $866.9M | +$21.9M (+2.6%) | 80 | Jul 23, 2026 |
| 2736JPB Foundation | Q2 2026 | $866.9M | +$104.6M (+13.7%) | 2 | Aug 3, 2026 |
| 2737LM Advisors LLC | Q2 2026 | $866.4M | +$861.4M (+17,397.7%) | 224 | Aug 12, 2026 |
| 2738Parkway Wealth Management Group, LLC | Q2 2026 | $866.1M | +$75.6M (+9.6%) | 147 | Jul 27, 2026 |
| 2739LexAurum Advisors, LLC | Q2 2026 | $865.8M | +$94.6M (+12.3%) | 423 | Jul 15, 2026 |
| 2740Lynx1 Capital Management LP | Q2 2026 | $865.5M | +$232.8M (+36.8%) | 27 | Aug 13, 2026Amended |
| 2741Valliance Asset Management Ltd | Q2 2026 | $864.3M | +$742.4M (+609.0%) | 7 | Aug 3, 2026 |
| 2742Baxter Bros Inc | Q2 2026 | $864.3M | +$54.2M (+6.7%) | 172 | Aug 6, 2026 |
| 2743D'Orazio & Associates, Inc. | Q2 2026 | $864.1M | +$92.0M (+11.9%) | 322 | Jul 28, 2026 |
| 2744Berman McAleer LLC | Q2 2026 | $863.7M | +$130.7M (+17.8%) | 175 | Jul 16, 2026 |
| 2745New England Asset Management Inc | Q2 2026 | $863.4M | +$77.2M (+9.8%) | 131 | Aug 14, 2026 |
| 2746BlueSky Wealth Advisors, LLC | Q2 2026 | $863.3M | +$86.8M (+11.2%) | 111 | Jul 28, 2026 |
| 2747Curated Wealth Partners LLC | Q2 2026 | $863.3M | +$69.7M (+8.8%) | 241 | Aug 14, 2026Amended |
| 2748University of Texas/Texas Am Investment Managment Co | Q2 2026 | $863.1M | +$175.6M (+25.5%) | 422 | Aug 3, 2026 |
| 2749Hound Partners, LLC | Q2 2026 | $862.9M | +$70.6M (+8.9%) | 32 | Aug 14, 2026 |
| 2750EQT Fund Management S.a r.l. | Q2 2026 | $862.6M | −$158.1M (−15.5%) | 5 | Aug 13, 2026 |