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 |
|---|---|---|---|---|---|
| 2951Arkansas Financial Group, Inc. | Q2 2026 | $767.6M | +$50.6M (+7.1%) | 97 | Jul 20, 2026 |
| 2952Camden National Bank | Q2 2026 | $767.5M | +$28.2M (+3.8%) | 184 | Jul 31, 2026 |
| 2953Strategic Point Investment Advisors, LLC | Q2 2026 | $767.5M | +$79.5M (+11.6%) | 36 | Jul 8, 2026 |
| 2954Enclave Advisors LLC | Q2 2026 | $767.3M | +$65.8M (+9.4%) | 127 | Jul 14, 2026 |
| 2955Nexus Investment Management ULC | Q2 2026 | $766.9M | +$51.8M (+7.2%) | 72 | Jul 20, 2026 |
| 2956Albar Capital Partners LLP | Q2 2026 | $766.8M | +$148.8M (+24.1%) | 38 | Aug 14, 2026 |
| 2957Independent Solutions Wealth Management, LLC | Q2 2026 | $766.3M | +$87.2M (+12.8%) | 194 | Jul 29, 2026 |
| 2958Crews Bank & Trust | Q2 2026 | $766.0M | +$76.2M (+11.1%) | 662 | Jul 16, 2026 |
| 2959NetEase, Inc. | Q2 2026 | $765.4M | −$169.1M (−18.1%) | 2 | Aug 13, 2026 |
| 2960Cigna Investments Inc | Q2 2026 | $765.3M | +$122.0M (+19.0%) | 480 | Jul 21, 2026 |
| 2961Hendershot Investments Inc. | Q2 2026 | $765.2M | +$21.5M (+2.9%) | 134 | Aug 12, 2026 |
| 2962Atlantic Trust, LLC | Q2 2026 | $765.0M | +$151.6M (+24.7%) | 970 | Aug 6, 2026 |
| 2963Cornerstone Advisors Asset Management, LLC | Q2 2026 | $764.7M | +$116.6M (+18.0%) | 133 | Aug 11, 2026 |
| 2964JBF Capital, Inc. | Q2 2026 | $763.6M | +$89.2M (+13.2%) | 98 | Aug 13, 2026 |
| 2965Essex Investment Management Co LLC | Q2 2026 | $763.4M | +$131.6M (+20.8%) | 306 | Aug 6, 2026 |
| 2966Kelman-Lazarov, Inc. | Q2 2026 | $763.3M | +$65.7M (+9.4%) | 154 | Aug 10, 2026 |
| 2967Adams Natural Resources Fund, Inc. | Q2 2026 | $762.9M | −$99.7M (−11.6%) | 51 | Jul 22, 2026 |
| 2968B & T Capital Management DBA Alpha Capital Management | Q2 2026 | $762.9M | +$73.0M (+10.6%) | 128 | Aug 7, 2026 |
| 2969United Capital Management of KS, Inc. | Q2 2026 | $762.7M | +$103.2M (+15.6%) | 97 | Aug 5, 2026 |
| 2970Sentinel Pension Advisors Inc | Q2 2026 | $762.3M | +$85.8M (+12.7%) | 147 | Jul 23, 2026 |
| 2971Ironwood Investment Counsel, LLC | Q2 2026 | $762.2M | +$68.0M (+9.8%) | 267 | Aug 5, 2026 |
| 2972Schnieders Capital Management, LLC. | Q2 2026 | $761.8M | +$132.7M (+21.1%) | 246 | Jul 24, 2026 |
| 2973Knightsbridge Asset Management, LLC | Q2 2026 | $761.8M | +$18.8M (+2.5%) | 303 | Aug 13, 2026Amended |
| 2974Westside Investment Management, Inc. | Q2 2026 | $761.3M | +$108.7M (+16.6%) | 1,446 | Jul 27, 2026 |
| 2975Biltmore Family Office, LLC | Q2 2026 | $760.9M | +$45.4M (+6.3%) | 333 | Aug 12, 2026 |
| 2976Dean Investment Associates, LLC | Q2 2026 | $760.8M | +$50.4M (+7.1%) | 193 | Aug 14, 2026Amended |
| 2977Horst & Graben Wealth Management LLC | Q2 2026 | $760.2M | +$31.3M (+4.3%) | 205 | Jul 22, 2026 |
| 2978Keating Financial Advisory Services, Inc. | Q2 2026 | $759.6M | +$140.7M (+22.7%) | 2,607 | Aug 11, 2026 |
| 2979Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Q2 2026 | $759.1M | −$30.2M (−3.8%) | 41 | Aug 6, 2026 |
| 2980Rollins Financial Advisors, LLC | Q2 2026 | $759.1M | +$126.7M (+20.0%) | 168 | Aug 4, 2026 |
| 2981Reuter James Wealth Management, LLC | Q2 2026 | $758.8M | +$61.8M (+8.9%) | 227 | Jul 22, 2026 |
| 2982Hoey Investments, Inc | Q2 2026 | $758.7M | +$81.1M (+12.0%) | 453 | Jul 27, 2026 |
| 2983Alvarez & Marsal Private Wealth Partners, LLC | Q2 2026 | $758.6M | +$46.5M (+6.5%) | 107 | Aug 14, 2026 |
| 2984Northwest Wealth Management, LLC | Q2 2026 | $758.1M | +$92.8M (+13.9%) | 265 | Jul 13, 2026 |
| 2985Excelsior Advisor Network LLC | Q2 2026 | $757.9M | +$496.5M (+189.9%) | 452 | Aug 14, 2026 |
| 2986Sawgrass Asset Management LLC | Q2 2026 | $757.3M | +$93.1M (+14.0%) | 193 | Jul 29, 2026 |
| 2987McLean Asset Management Corp | Q2 2026 | $756.5M | +$185.0M (+32.4%) | 181 | Aug 12, 2026 |
| 2988Matauro, LLC | Q2 2026 | $756.4M | +$64.4M (+9.3%) | 158 | Jul 21, 2026 |
| 2989Academy Capital Management Inc | Q2 2026 | $756.3M | +$56.8M (+8.1%) | 36 | Aug 12, 2026 |
| 2990Pier Capital, LLC | Q2 2026 | $754.6M | +$148.4M (+24.5%) | 129 | Aug 5, 2026 |
| 2991Hughes Financial Services, LLC | Q2 2026 | $754.5M | +$103.6M (+15.9%) | 1,839 | Jul 20, 2026 |
| 2992Founders Financial Alliance, LLC | Q2 2026 | $754.5M | +$199.6M (+36.0%) | 779 | Aug 4, 2026 |
| 2993Kinsale Capital Group, Inc. | Q2 2026 | $754.4M | +$130.6M (+20.9%) | 41 | Aug 5, 2026 |
| 2994Stanley Capital Management, LLC | Q2 2026 | $754.3M | +$156.0M (+26.1%) | 37 | Aug 14, 2026 |
| 2995Financial Advisory Corp | Q2 2026 | $754.2M | +$34.4M (+4.8%) | 58 | Jul 9, 2026 |
| 2996SC&H Financial Advisors, Inc. | Q2 2026 | $753.8M | +$90.6M (+13.7%) | 160 | Aug 4, 2026 |
| 2997Acorn Financial Advisory Services Inc | Q2 2026 | $753.5M | +$23.7M (+3.2%) | 223 | Jul 20, 2026 |
| 2998Riversedge Advisors, LLC | Q2 2026 | $752.9M | +$135.2M (+21.9%) | 315 | Jul 16, 2026 |
| 2999Stone House Investment Management, LLC | Q2 2026 | $752.2M | +$194.2M (+34.8%) | 1,339 | Aug 5, 2026 |
| 3000Northwest Financial Advisors | Q2 2026 | $751.9M | +$700.0M (+1,351.0%) | 89 | Jul 27, 2026 |