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 |
|---|---|---|---|---|---|
| 2851Cambient Family Office, LLC | Q2 2026 | $813.0M | +$96.6M (+13.5%) | 328 | Aug 13, 2026 |
| 2852Cypress Wealth Services, LLC | Q2 2026 | $812.7M | +$104.4M (+14.7%) | 422 | Jul 10, 2026 |
| 2853Fagan Associates, Inc. | Q2 2026 | $812.7M | +$93.5M (+13.0%) | 137 | Aug 4, 2026 |
| 2854Deer Management Co. LLC | Q2 2026 | $812.2M | +$189.9M (+30.5%) | 9 | Aug 14, 2026 |
| 2855Kavar Capital Partners Group, LLC | Q2 2026 | $811.6M | +$13.1M (+1.6%) | 204 | Jul 20, 2026 |
| 2856Intrinsic Edge Capital Management LLC | Q2 2026 | $811.5M | +$262.4M (+47.8%) | 102 | Aug 12, 2026 |
| 2857Think Investments LP | Q2 2026 | $811.4M | +$69.7M (+9.4%) | 21 | Aug 14, 2026 |
| 2858Third View Private Wealth, LLC | Q2 2026 | $810.8M | +$80.5M (+11.0%) | 288 | Jul 27, 2026 |
| 2859Sloy Dahl & Holst, LLC | Q2 2026 | $810.5M | +$82.1M (+11.3%) | 122 | Aug 13, 2026 |
| 2860Affinity Capital Advisors, LLC | Q2 2026 | $809.5M | +$96.4M (+13.5%) | 203 | Jul 8, 2026 |
| 2861Abacus Planning Group, Inc. | Q2 2026 | $808.9M | +$66.0M (+8.9%) | 258 | Jul 20, 2026 |
| 2862Polianta Ltd | Q2 2026 | $808.8M | +$55.3M (+7.3%) | 86 | Jul 8, 2026 |
| 2863Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | Q2 2026 | $808.8M | +$303.2M (+60.0%) | 72 | Aug 5, 2026 |
| 2864Eagle Rock Investment Company, LLC | Q2 2026 | $808.3M | +$120.1M (+17.5%) | 156 | Jul 9, 2026 |
| 2865Newbridge Financial Services Group, Inc. | Q2 2026 | $808.3M | +$200.0M (+32.9%) | 1,226 | Aug 14, 2026 |
| 2866Mechanics Bank Trust Department | Q2 2026 | $808.2M | +$86.0M (+11.9%) | 211 | Jul 7, 2026 |
| 2867Capital Investment Counsel, LLC | Q2 2026 | $807.6M | +$77.8M (+10.7%) | 152 | Jul 15, 2026 |
| 2868Arq Wealth Advisors, LLC | Q2 2026 | $806.6M | +$251.8M (+45.4%) | 209 | Jul 24, 2026 |
| 2869Klaas Financial Asset Advisors, LLC | Q2 2026 | $802.7M | +$78.4M (+10.8%) | 59 | Jul 15, 2026 |
| 2870Benchstone Capital Management LP | Q2 2026 | $802.5M | −$57.0M (−6.6%) | 36 | Aug 14, 2026 |
| 2871White Lighthouse Investment Management Inc. | Q2 2026 | $802.3M | +$81.6M (+11.3%) | 151 | Aug 4, 2026 |
| 2872Blue Bell Private Wealth Management, LLC | Q2 2026 | $802.2M | +$106.5M (+15.3%) | 716 | Aug 5, 2026 |
| 2873Newtyn Management, LLC | Q2 2026 | $800.9M | −$134.9M (−14.4%) | 34 | Aug 14, 2026 |
| 2874Liberty Wealth Management LLC | Q2 2026 | $800.4M | $0 (0.0%) | 268 | Aug 5, 2026 |
| 2875HORAN Wealth, LLC | Q2 2026 | $800.0M | −$252.4M (−24.0%) | 217 | Aug 26, 2026Amended |
| 2876Live Oak Private Wealth LLC | Q2 2026 | $799.8M | +$82.5M (+11.5%) | 211 | Jul 20, 2026 |
| 2877Johnson & Johnson | Q2 2026 | $798.7M | +$146.3M (+22.4%) | 15 | Aug 6, 2026 |
| 2878Suncoast Equity Management | Q2 2026 | $798.4M | −$34.9M (−4.2%) | 63 | Aug 4, 2026 |
| 2879TrueMark Investments, LLC | Q2 2026 | $798.2M | +$284.5M (+55.4%) | 187 | Jul 22, 2026 |
| 2880Garden Investment Management, L.P. | Q2 2026 | $797.9M | +$212.4M (+36.3%) | 2 | Aug 14, 2026 |
| 2881Quantum Capital Management, LLC | Q2 2026 | $797.6M | +$16.1M (+2.1%) | 35 | Aug 11, 2026 |
| 2882XY Planning Network, Inc. | Q2 2026 | $797.1M | +$171.1M (+27.3%) | 340 | Jul 14, 2026 |
| 2883Allied Investment Advisors, LLC | Q2 2026 | $796.5M | +$99.1M (+14.2%) | 110 | Jul 20, 2026 |
| 2884Atmos Capital Gestao de Recursos Ltda. | Q2 2026 | $796.4M | +$216.8M (+37.4%) | 16 | Aug 14, 2026 |
| 2885Emerald Advisors, LLC | Q2 2026 | $795.8M | −$9.53M (−1.2%) | 130 | Jul 20, 2026 |
| 2886Technology Crossover Management X, Ltd. | Q2 2026 | $795.2M | +$13.9M (+1.8%) | 6 | Aug 7, 2026 |
| 2887Harbor Advisors LLC | Q2 2026 | $795.1M | +$102.9M (+14.9%) | 194 | Jul 28, 2026 |
| 2888Bornite Capital Management LP | Q2 2026 | $794.6M | +$199.8M (+33.6%) | 20 | Aug 13, 2026 |
| 2889Corsair Capital Management, L.P. | Q2 2026 | $794.5M | +$122.0M (+18.1%) | 164 | Aug 14, 2026 |
| 2890Cornerstone Planning Group LLC | Q2 2026 | $794.1M | +$44.9M (+6.0%) | 1,867 | Jul 29, 2026 |
| 2891TSFG, LLC | Q2 2026 | $793.9M | +$134.7M (+20.4%) | 891 | Jul 23, 2026 |
| 2892Seilern Investment Management Ltd | Q2 2026 | $793.8M | −$44.7M (−5.3%) | 24 | Jul 8, 2026 |
| 2893Resources Management Corp | Q2 2026 | $793.5M | +$40.1M (+5.3%) | 188 | Aug 14, 2026 |
| 2894Raffa Wealth Management, LLC | Q2 2026 | $793.3M | +$153.0M (+23.9%) | 1,591 | Jul 27, 2026 |
| 2895Glen Eagle Advisors, LLC | Q2 2026 | $792.9M | +$79.0M (+11.1%) | 1,085 | Aug 14, 2026 |
| 2896Buffalo Business & Estate Services Ltd | Q2 2026 | $792.9M | +$103.8M (+15.1%) | 105 | Jul 23, 2026 |
| 2897Golden Unicorn (BVI) Ltd | Q2 2026 | $792.2M | +$95.2M (+13.7%) | 7 | Aug 14, 2026 |
| 2898Kemnay Advisory Services Inc. | Q2 2026 | $791.5M | +$169.2M (+27.2%) | 1,169 | Aug 14, 2026 |
| 2899Financial Solutions Advisory Group, Inc. | Q2 2026 | $790.9M | +$67.5M (+9.3%) | 177 | Jul 13, 2026 |
| 2900Silverback Asset Management LLC | Q2 2026 | $790.7M | +$283.6M (+55.9%) | 54 | Aug 13, 2026 |