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 |
|---|---|---|---|---|---|
| 2801Financial Enhancement Group LLC | Q2 2026 | $837.4M | +$31.5M (+3.9%) | 134 | Jul 7, 2026 |
| 2802UMA Financial Services, Inc. | Q2 2026 | $837.4M | +$118.9M (+16.5%) | 2,334 | Jul 20, 2026 |
| 2803Professional Advisory Services Inc | Q2 2026 | $835.7M | +$111.3M (+15.4%) | 93 | Jul 8, 2026 |
| 2804Glassman Wealth Services | Q2 2026 | $834.6M | +$99.1M (+13.5%) | 236 | Aug 5, 2026 |
| 2805Artemis Wealth Advisors, LLC | Q2 2026 | $834.5M | +$173.5M (+26.3%) | 55 | Aug 14, 2026Amended |
| 2806Breakwater Capital Group | Q2 2026 | $832.9M | +$86.1M (+11.5%) | 374 | Jul 8, 2026 |
| 2807HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | Q2 2026 | $832.1M | −$840.7M (−50.3%) | 35 | Aug 14, 2026 |
| 2808Noesis Capital Mangement Corp | Q2 2026 | $831.6M | +$155.2M (+23.0%) | 124 | Aug 4, 2026 |
| 2809Sargent Investment Group, LLC | Q2 2026 | $831.6M | +$72.7M (+9.6%) | 279 | Aug 11, 2026 |
| 2810AA Financial Advisors, LLC | Q2 2026 | $831.5M | +$121.6M (+17.1%) | 230 | Jul 17, 2026 |
| 2811American Financial Advisors, LLC | Q2 2026 | $831.1M | +$81.6M (+10.9%) | 169 | Jul 14, 2026 |
| 2812Blue Edge Capital, LLC | Q2 2026 | $829.6M | +$76.7M (+10.2%) | 137 | Aug 14, 2026 |
| 2813AdvisorShares Investments LLC | Q2 2026 | $828.1M | +$279.4M (+50.9%) | 269 | Aug 11, 2026 |
| 2814Sharkey, Howes & Javer | Q2 2026 | $827.9M | +$85.5M (+11.5%) | 162 | Jul 9, 2026 |
| 2815Parker Investment Management, LLC | Q2 2026 | $826.8M | +$168.7M (+25.6%) | 39 | Aug 14, 2026 |
| 2816Arvest Investments, Inc. | Q2 2026 | $826.6M | +$93.3M (+12.7%) | 219 | Jul 17, 2026 |
| 2817Cullen Investment Group, Ltd. | Q2 2026 | $826.5M | +$69.0M (+9.1%) | 181 | Jul 9, 2026 |
| 2818Cardinal Capital Management | Q2 2026 | $826.3M | +$50.7M (+6.5%) | 138 | Jul 21, 2026 |
| 2819Meridian Wealth Partners, LLC | Q2 2026 | $826.1M | +$97.5M (+13.4%) | 125 | Aug 12, 2026 |
| 2820Strategic Wealth Designers | Q2 2026 | $824.7M | +$36.7M (+4.7%) | 104 | Aug 4, 2026 |
| 2821John G Ullman & Associates Inc | Q2 2026 | $824.4M | +$70.1M (+9.3%) | 181 | Aug 11, 2026 |
| 2822Rice Partnership, LLC | Q2 2026 | $823.9M | +$92.1M (+12.6%) | 171 | Jul 29, 2026 |
| 2823Werba Rubin Papier Wealth Management | Q2 2026 | $823.5M | +$105.4M (+14.7%) | 309 | Jul 27, 2026 |
| 2824Intellus Advisors LLC | Q2 2026 | $823.5M | +$91.7M (+12.5%) | 134 | Aug 12, 2026 |
| 2825Hudson Valley Investment Advisors Inc | Q2 2026 | $823.0M | +$51.5M (+6.7%) | 143 | Jul 21, 2026 |
| 2826McGowan Group Asset Management, Inc. | Q2 2026 | $822.9M | +$37.7M (+4.8%) | 152 | Aug 12, 2026 |
| 2827Leelyn Smith, LLC | Q2 2026 | $822.3M | +$109.3M (+15.3%) | 157 | Jul 23, 2026 |
| 2828Sirios Capital Management L P | Q2 2026 | $822.3M | −$2.51M (−0.3%) | 86 | Aug 14, 2026 |
| 2829Sivia Capital Partners, LLC | Q2 2026 | $822.1M | +$306.4M (+59.4%) | 540 | Jul 23, 2026 |
| 2830Greenup Street Wealth Management LLC | Q2 2026 | $821.7M | +$111.3M (+15.7%) | 141 | Jul 27, 2026 |
| 2831Avenir Corp | Q2 2026 | $820.7M | +$238.4K (0.0%) | 79 | Aug 13, 2026 |
| 2832Legacy Financial Advisors, Inc. | Q2 2026 | $820.4M | +$105.3M (+14.7%) | 435 | Aug 5, 2026 |
| 2833Capital Advantage, Inc. | Q2 2026 | $819.6M | +$54.7M (+7.1%) | 150 | Jul 13, 2026 |
| 2834Ambassador Advisors, LLC | Q2 2026 | $819.4M | +$159.1M (+24.1%) | 339 | Aug 12, 2026 |
| 2835Compass Financial Management LLC | Q2 2026 | $818.8M | No prior filing | 1,492 | Aug 12, 2026 |
| 2836Canal Capital Management, LLC | Q2 2026 | $818.7M | +$79.9M (+10.8%) | 220 | Jul 28, 2026 |
| 2837LaSalle St. Investment Advisors, LLC | Q2 2026 | $818.1M | +$108.1M (+15.2%) | 429 | Aug 11, 2026 |
| 2838Dillon & Associates Inc | Q2 2026 | $817.2M | +$90.8M (+12.5%) | 80 | Aug 5, 2026 |
| 2839Fund Resources Investment Holding Group Co Ltd | Q2 2026 | $817.0M | +$735.4M (+900.5%) | 7 | Jul 28, 2026Amended |
| 2840Biondo Investment Advisors, LLC | Q2 2026 | $816.8M | +$36.9M (+4.7%) | 89 | Aug 13, 2026 |
| 2841Parsifal Capital Management, LP | Q2 2026 | $816.5M | +$41.9M (+5.4%) | 14 | Aug 13, 2026 |
| 2842Mirador Capital Partners LP | Q2 2026 | $816.4M | +$110.4M (+15.6%) | 216 | Jul 7, 2026 |
| 2843Schwerin Boyle Capital Management Inc | Q2 2026 | $816.0M | +$28.0M (+3.6%) | 49 | Aug 7, 2026 |
| 2844Financial Advisors Network, Inc. | Q2 2026 | $815.6M | +$91.3M (+12.6%) | 208 | Aug 14, 2026 |
| 2845Ayalon Holdings Ltd. | Q2 2026 | $815.0M | +$325.4M (+66.5%) | 66 | Jul 13, 2026 |
| 2846Mitchell McLeod Pugh & Williams Inc | Q2 2026 | $814.8M | +$137.2M (+20.2%) | 307 | Aug 11, 2026 |
| 2847Skylands Capital, LLC | Q2 2026 | $813.9M | +$50.9M (+6.7%) | 166 | Jul 24, 2026 |
| 2848Wallington Asset Management, LLC | Q2 2026 | $813.9M | +$61.6M (+8.2%) | 61 | Jul 22, 2026 |
| 2849Tri Locum Partners LP | Q2 2026 | $813.2M | +$100.7M (+14.1%) | 19 | Aug 14, 2026 |
| 2850Renesas Electronics America Inc. | Q2 2026 | $813.1M | +$538.1M (+195.6%) | 1 | Aug 6, 2026 |