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 |
|---|---|---|---|---|---|
| 2901Baron Silver Stevens Financial Advisors, LLC | Q2 2026 | $790.6M | +$101.4M (+14.7%) | 140 | Jul 31, 2026 |
| 2902Colonial Trust Co | Q2 2026 | $789.7M | +$54.5M (+7.4%) | 1,135 | Aug 11, 2026 |
| 2903First Hawaiian Bank | Q2 2026 | $789.5M | +$74.5M (+10.4%) | 91 | Jul 13, 2026 |
| 2904Titan Global Capital Management USA LLC | Q2 2026 | $789.5M | +$118.4M (+17.6%) | 78 | Aug 13, 2026Amended |
| 2905KPP Advisory Services LLC | Q2 2026 | $789.1M | +$100.5M (+14.6%) | 361 | Jul 24, 2026 |
| 2906Wellington Shields Capital Management, LLC | Q2 2026 | $788.4M | +$122.2M (+18.3%) | 334 | Aug 10, 2026 |
| 2907IFC Advisors LLC | Q2 2026 | $787.6M | +$88.7M (+12.7%) | 179 | Aug 5, 2026 |
| 2908Arlington Financial Advisors, LLC | Q2 2026 | $787.5M | +$85.5M (+12.2%) | 107 | Jul 22, 2026 |
| 2909Tobias Financial Advisors, Inc. | Q2 2026 | $787.3M | +$69.0M (+9.6%) | 147 | Aug 25, 2026Amended |
| 2910Madison Wealth Partners, Inc | Q2 2026 | $785.9M | +$158.9M (+25.3%) | 292 | Aug 12, 2026 |
| 2911Gratus Wealth Advisors, LLC | Q2 2026 | $785.5M | +$94.2M (+13.6%) | 138 | Jul 20, 2026 |
| 2912Almanack Investment Partners, LLC. | Q2 2026 | $784.7M | +$192.3M (+32.5%) | 321 | Jul 30, 2026 |
| 2913Horizon Wealth Management, LLC | Q2 2026 | $784.5M | +$102.3M (+15.0%) | 148 | Aug 6, 2026 |
| 2914Harraden Circle Investments, LLC | Q2 2026 | $784.1M | +$285.1M (+57.1%) | 236 | Aug 14, 2026 |
| 29158VC Opportunities GP II, LLC | Q2 2026 | $784.0M | No prior filing | 3 | Aug 14, 2026 |
| 2916TT International Asset Management LTD | Q2 2026 | $783.3M | −$132.7M (−14.5%) | 49 | Jul 7, 2026 |
| 2917CFM Wealth Partners LLC | Q2 2026 | $783.3M | +$116.1M (+17.4%) | 149 | Aug 7, 2026 |
| 2918Topsail Wealth Management, LLC | Q2 2026 | $783.3M | +$105.4M (+15.5%) | 297 | Aug 13, 2026 |
| 2919Lee Financial Co | Q2 2026 | $783.1M | +$74.3M (+10.5%) | 162 | Jul 22, 2026 |
| 2920Chatham Capital Group, Inc. | Q2 2026 | $783.0M | +$93.7M (+13.6%) | 200 | Jul 10, 2026 |
| 2921Globeflex Capital L P | Q2 2026 | $782.6M | +$121.8M (+18.4%) | 394 | Aug 12, 2026 |
| 2922Longbow Finance SA | Q2 2026 | $782.1M | +$230.0M (+41.6%) | 59 | Jul 29, 2026 |
| 2923Pasadena Private Wealth, LLC | Q2 2026 | $782.1M | +$61.3M (+8.5%) | 269 | Aug 10, 2026 |
| 2924Summit Financial Wealth Advisors, LLC | Q2 2026 | $782.0M | +$76.6M (+10.9%) | 225 | Jul 15, 2026 |
| 2925Laffer Tengler Investments | Q2 2026 | $781.6M | +$104.3M (+15.4%) | 179 | Jul 21, 2026 |
| 2926Hudock, Inc. | Q2 2026 | $781.1M | +$101.4M (+14.9%) | 217 | Jul 31, 2026 |
| 2927Asio Capital, LLC | Q2 2026 | $780.9M | +$68.8M (+9.7%) | 109 | Jul 17, 2026 |
| 2928Summit Asset Management, LLC | Q2 2026 | $780.4M | +$61.6M (+8.6%) | 183 | Aug 6, 2026 |
| 2929North Growth Management Ltd. | Q2 2026 | $780.2M | +$127.0M (+19.4%) | 48 | Jul 21, 2026 |
| 2930Qsemble Capital Management, LP | Q2 2026 | $780.2M | −$527.7M (−40.3%) | 371 | Aug 3, 2026 |
| 2931PenderFund Capital Management Ltd. | Q2 2026 | $780.1M | +$141.5M (+22.2%) | 231 | Aug 14, 2026 |
| 2932Alpine Bank Wealth Management | Q2 2026 | $779.5M | +$91.7M (+13.3%) | 404 | Aug 7, 2026 |
| 2933Thrive Wealth Management, LLC | Q2 2026 | $777.1M | +$106.3M (+15.8%) | 254 | Jul 7, 2026 |
| 2934Northstar Group, Inc. | Q2 2026 | $777.0M | +$69.6M (+9.8%) | 168 | Aug 3, 2026 |
| 2935SilverOak Wealth Management LLC | Q2 2026 | $776.5M | +$144.1M (+22.8%) | 126 | Jul 29, 2026 |
| 2936Affinity Wealth Management LLC | Q2 2026 | $776.4M | +$115.8M (+17.5%) | 113 | Jul 22, 2026 |
| 2937Marquette Asset Management, LLC | Q2 2026 | $776.4M | +$107.3M (+16.0%) | 830 | Jul 9, 2026 |
| 2938Round Rock Advisors, LLC | Q2 2026 | $776.4M | +$122.8M (+18.8%) | 318 | Aug 12, 2026 |
| 2939Trifecta Capital Advisors, LLC | Q2 2026 | $776.3M | +$130.3M (+20.2%) | 493 | Aug 3, 2026 |
| 2940Ally Financial Inc. | Q2 2026 | $775.0M | −$28.7M (−3.6%) | 131 | Aug 13, 2026 |
| 2941Covington Investment Advisors Inc. | Q2 2026 | $773.9M | +$93.4M (+13.7%) | 73 | Aug 13, 2026 |
| 2942Pembroke Management, LTD | Q2 2026 | $773.7M | +$82.3M (+11.9%) | 100 | Aug 13, 2026Amended |
| 2943Cim, LLC | Q2 2026 | $773.2M | +$81.5M (+11.8%) | 169 | Aug 13, 2026 |
| 2944Glendon Capital Management LP | Q2 2026 | $772.6M | −$32.6M (−4.1%) | 26 | Aug 12, 2026 |
| 2945Human Investing LLC | Q2 2026 | $771.1M | +$84.5M (+12.3%) | 105 | Jul 21, 2026Amended |
| 2946FJ Capital Management LLC | Q2 2026 | $770.4M | −$117.7M (−13.3%) | 120 | Aug 14, 2026 |
| 2947XXEC, Inc. | Q2 2026 | $770.1M | +$210.7M (+37.7%) | 23 | Aug 17, 2026Amended |
| 2948Chescapmanager LLC | Q2 2026 | $770.0M | +$143.9M (+23.0%) | 21 | Aug 14, 2026 |
| 2949South Street Advisors LLC | Q2 2026 | $768.7M | +$78.4M (+11.4%) | 84 | Aug 5, 2026 |
| 2950Manchester Capital Management LLC | Q2 2026 | $768.4M | +$74.2M (+10.7%) | 1,313 | Aug 13, 2026 |