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 |
|---|---|---|---|---|---|
| 2751Brookwood Investment Group LLC | Q2 2026 | $861.8M | +$77.4M (+9.9%) | 513 | Jul 23, 2026 |
| 2752Bernicke Wealth Management, Ltd. | Q2 2026 | $861.3M | +$87.3M (+11.3%) | 111 | Aug 11, 2026 |
| 2753Euro Pacific Asset Management, LLC | Q2 2026 | $860.8M | −$148.3M (−14.7%) | 96 | Aug 6, 2026 |
| 2754Ellenbecker Investment Group | Q2 2026 | $860.2M | +$117.3M (+15.8%) | 149 | Jul 27, 2026 |
| 2755PSG Equity L.L.C. | Q2 2026 | $859.8M | −$117.1M (−12.0%) | 1 | Jul 30, 2026 |
| 2756Foundation Resource Management Inc | Q2 2026 | $859.7M | −$28.8M (−3.2%) | 56 | Jul 21, 2026 |
| 2757Culbertson A N & Co Inc | Q2 2026 | $858.7M | +$87.8M (+11.4%) | 140 | Jul 29, 2026 |
| 2758Unique Wealth, LLC | Q2 2026 | $858.1M | +$134.9M (+18.6%) | 201 | Jul 21, 2026 |
| 2759Stokes Family Office, LLC | Q2 2026 | $857.6M | −$111.4M (−11.5%) | 272 | Aug 11, 2026 |
| 2760Pathway Financial Advisors LLC | Q2 2026 | $857.3M | +$49.0M (+6.1%) | 130 | Jul 6, 2026 |
| 2761Mattern Capital Management, LLC | Q2 2026 | $856.7M | +$21.9M (+2.6%) | 166 | Jul 24, 2026 |
| 2762Slow Capital, Inc. | Q2 2026 | $856.7M | +$86.7M (+11.3%) | 111 | Jul 22, 2026 |
| 2763ACK Asset Management LLC | Q2 2026 | $856.3M | +$55.2M (+6.9%) | 21 | Aug 13, 2026 |
| 2764Portside Wealth Group, LLC | Q2 2026 | $856.3M | +$119.6M (+16.2%) | 505 | Jul 14, 2026 |
| 2765Alley Investment Management Company, LLC | Q2 2026 | $856.0M | +$34.9M (+4.3%) | 89 | Jul 23, 2026 |
| 2766Quest Investment Management LLC | Q2 2026 | $855.9M | −$854.6K (−0.1%) | 115 | Aug 13, 2026 |
| 2767Evolution Wealth Advisors, LLC | Q2 2026 | $854.9M | −$125.7M (−12.8%) | 181 | Jul 29, 2026 |
| 2768Talon Private Wealth, LLC | Q2 2026 | $854.9M | +$102.1M (+13.6%) | 231 | Sep 11, 2026 |
| 2769Hikari Power Ltd | Q2 2026 | $854.5M | −$293.2M (−25.5%) | 43 | Aug 6, 2026 |
| 2770Brio Consultants, LLC | Q2 2026 | $853.4M | +$35.4M (+4.3%) | 164 | Aug 12, 2026 |
| 2771FIFTHDELTA Ltd | Q2 2026 | $852.9M | +$128.1M (+17.7%) | 11 | Aug 13, 2026 |
| 2772United Bank | Q2 2026 | $852.7M | +$71.9M (+9.2%) | 130 | Jul 30, 2026 |
| 2773Conversant Capital LLC | Q2 2026 | $852.5M | +$127.7M (+17.6%) | 17 | Aug 14, 2026 |
| 2774McGlone Suttner Wealth Management, Inc. | Q2 2026 | $852.4M | +$97.3M (+12.9%) | 196 | Jul 21, 2026 |
| 2775Dimension Capital Management LLC | Q2 2026 | $852.2M | +$140.6M (+19.8%) | 139 | Aug 14, 2026 |
| 2776Burton Enright Welch | Q2 2026 | $851.5M | +$116.0M (+15.8%) | 136 | Jul 17, 2026 |
| 2777Harbor Group, Inc. | Q2 2026 | $851.3M | +$159.3M (+23.0%) | 115 | Jul 22, 2026 |
| 2778Capital Advisors Wealth Management, LLC | Q2 2026 | $850.9M | +$106.3M (+14.3%) | 228 | Jul 23, 2026 |
| 2779Light Street Capital Management, LLC | Q2 2026 | $850.7M | +$353.4M (+71.1%) | 27 | Aug 14, 2026 |
| 2780WS Management LLLP | Q2 2026 | $849.8M | +$85.4M (+11.2%) | 31 | Aug 14, 2026 |
| 2781Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | Q2 2026 | $849.3M | +$107.0M (+14.4%) | 165 | Aug 14, 2026 |
| 2782Kimmeridge Energy Management Company, LLC | Q2 2026 | $848.6M | +$549.2M (+183.4%) | 3 | Aug 14, 2026 |
| 2783Ellevest, Inc. | Q2 2026 | $848.1M | +$129.0M (+17.9%) | 469 | Aug 10, 2026 |
| 2784Mint Tower Capital Management B.V. | Q2 2026 | $847.0M | −$164.3M (−16.2%) | 342 | Aug 18, 2026 |
| 2785Apollon Financial, LLC | Q2 2026 | $846.5M | +$123.4M (+17.1%) | 293 | Jul 22, 2026 |
| 2786Peterson Wealth Advisors, LLC | Q2 2026 | $846.1M | +$94.3M (+12.5%) | 120 | Aug 10, 2026 |
| 2787ION Fund Management Ltd | Q2 2026 | $845.3M | +$189.6M (+28.9%) | 52 | Aug 14, 2026 |
| 2788Archetype Wealth Partners | Q2 2026 | $844.5M | +$47.7M (+6.0%) | 124 | Aug 14, 2026 |
| 2789Parr McKnight Wealth Management Group, LLC | Q2 2026 | $844.1M | +$81.2M (+10.6%) | 219 | Aug 5, 2026 |
| 2790Power Corp of Canada | Q2 2026 | $843.1M | +$97.7M (+13.1%) | 1 | Aug 13, 2026 |
| 2791Kora Management LP | Q2 2026 | $843.0M | +$141.4M (+20.2%) | 10 | Aug 14, 2026 |
| 2792LaFleur & Godfrey LLC | Q2 2026 | $842.1M | +$38.9M (+4.8%) | 149 | Jul 15, 2026 |
| 2793WoodTrust Financial Corp | Q2 2026 | $841.9M | +$67.1M (+8.7%) | 179 | Jul 27, 2026 |
| 2794Eubel Brady & Suttman Asset Management Inc | Q2 2026 | $841.8M | −$3.38M (−0.4%) | 118 | Aug 12, 2026 |
| 2795Lineweaver Wealth Advisors, LLC | Q2 2026 | $841.2M | +$99.6M (+13.4%) | 181 | Jul 9, 2026 |
| 2796Range Advisory, LLC | Q2 2026 | $839.8M | +$300.7M (+55.8%) | 342 | Sep 2, 2026 |
| 2797First Pacific Financial | Q2 2026 | $839.3M | +$62.7M (+8.1%) | 510 | Jul 20, 2026 |
| 2798Security National Bank | Q2 2026 | $837.9M | +$151.2M (+22.0%) | 392 | Jul 15, 2026 |
| 2799Villere St Denis J & Co LLC | Q2 2026 | $837.8M | −$69.2M (−7.6%) | 85 | Aug 7, 2026 |
| 2800Nottingham Advisors, Inc. | Q2 2026 | $837.6M | +$60.6M (+7.8%) | 122 | Jul 27, 2026 |