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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?

Latest 13F filings

Newest first. An amendment moves that quarter back to the top.

Latest 13F filings, newest first
FiledInstitutionQuarterPositionsValue
Aug 27, 2026Formuepleje A/SQ1 201676$797.3M
Aug 27, 2026Formuepleje A/SQ4 201585$879.3M
Aug 27, 2026Formuepleje A/SQ3 201579$820.0M
Aug 27, 2026Formuepleje A/SQ2 201538$849.2M
Aug 27, 2026Formuepleje A/SQ1 201534$847.1M
Aug 27, 2026Formuepleje A/SQ4 201433$782.6M
Aug 27, 2026Formuepleje A/SQ3 201430$763.0M
Aug 27, 2026Formuepleje A/SQ2 201432$996.4M
Aug 27, 2026Formuepleje A/SQ1 201457$850.8M
Aug 26, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoQ2 202657$180.8M
Aug 26, 2026AmendedRedwood Investment Management, LLCQ4 2024316$1.03B
Aug 26, 2026AmendedRedwood Investment Management, LLCQ1 2025286$922.3M
Aug 26, 2026AmendedWhitebox Advisors LLCQ1 2026550$7.07B
Aug 26, 2026AmendedWhitebox Advisors LLCQ4 2025466$6.00B
Aug 26, 2026AmendedWhitebox Advisors LLCQ3 2025392$5.38B
Aug 26, 2026AmendedWhitebox Advisors LLCQ2 2025355$3.67B
Aug 26, 2026AmendedWhitebox Advisors LLCQ1 2025288$3.04B
Aug 26, 2026AmendedAdvisors Asset Management, Inc.Q1 20241,395$5.20B
Aug 26, 2026AmendedWhitebox Advisors LLCQ4 2024253$2.72B
Aug 26, 2026AmendedWhitebox Advisors LLCQ3 2024289$2.31B
Aug 26, 2026AmendedWhitebox Advisors LLCQ2 2024318$2.48B
Aug 26, 2026AmendedWhitebox Advisors LLCQ1 2024311$2.63B
Aug 26, 2026AmendedWhitebox Advisors LLCQ4 2023302$2.25B
Aug 26, 2026AmendedWhitebox Advisors LLCQ2 2023416$2.07B
Aug 26, 2026AmendedWhitebox Advisors LLCQ4 2022743$2.68B
Aug 26, 2026AmendedWhitebox Advisors LLCQ3 2022948$3.60B
Aug 26, 2026AmendedAdvisors Asset Management, Inc.Q1 20251,492$5.32B
Aug 26, 2026AmendedWhitebox Advisors LLCQ1 2022935$4.18B
Aug 26, 2026AmendedWhitebox Advisors LLCQ4 2021796$4.29B
Aug 26, 2026AmendedAdvisors Asset Management, Inc.Q3 20221,460$5.00B
Aug 26, 2026AmendedAdvisors Asset Management, Inc.Q4 20201,507$6.33B
Aug 26, 2026AmendedRedwood Investment Management, LLCQ2 2025286$943.2M
Aug 26, 2026Legacy Edge Advisors, LLCQ3 2025203$848.8M
Aug 26, 2026AmendedAmundiQ2 20262,063$415.6B
Aug 26, 2026Schulz Wealth, LTD.Q2 202670$193.7M
Aug 26, 2026AmendedBoston Research & Management IncQ1 2026115$428.3M
Aug 26, 2026First Nebraska Trust CoQ1 200388$143.4M
Aug 26, 2026First Nebraska Trust CoQ2 200390$167.8M
Aug 26, 2026AmendedWellington Grp LLCQ2 2026144$377.9M
Aug 26, 2026AmendedRedwood Investment Management, LLCQ3 2025281$923.4M
Aug 26, 2026Affinity Wealth LLCQ2 202627$186.2M
Aug 26, 2026Affinity Wealth LLCQ1 202625$156.7M
Aug 26, 2026Affinity Wealth LLCQ4 202577$146.1M
Aug 26, 2026Affinity Wealth LLCQ3 202555$131.5M
Aug 26, 2026Affinity Wealth LLCQ2 202569$117.4M
Aug 26, 2026Affinity Wealth LLCQ1 202548$97.8M
Aug 26, 2026Affinity Wealth LLCQ4 202442$98.2M
Aug 26, 2026AmendedHORAN Wealth, LLCQ2 2026217$800.0M
Aug 26, 2026AmendedRedwood Investment Management, LLCQ4 2025295$889.8M
Aug 26, 2026Principia Wealth Advisory, LLCQ2 20261,064$199.9M