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 |
|---|---|---|---|---|---|
| 3001Banco BTG Pactual S.A. | Q2 2026 | $751.6M | +$238.9M (+46.6%) | 136 | Aug 7, 2026 |
| 3002Perryman Financial Advisory Inc | Q2 2026 | $751.3M | +$84.3M (+12.6%) | 191 | Jul 24, 2026 |
| 3003TRB Wealth Management, LLC | Q2 2026 | $751.3M | +$47.7M (+6.8%) | 296 | Aug 11, 2026 |
| 3004FCPM III Services B.V. | Q2 2026 | $750.4M | +$28.2M (+3.9%) | 11 | Aug 14, 2026 |
| 3005Cercano Management LLC | Q2 2026 | $749.9M | −$1.57B (−67.6%) | 131 | Aug 13, 2026Amended |
| 3006Qtron Investments LLC | Q2 2026 | $749.6M | +$12.0M (+1.6%) | 449 | Aug 13, 2026 |
| 3007Virtue Capital Management, LLC | Q2 2026 | $748.9M | +$93.2M (+14.2%) | 343 | Aug 5, 2026 |
| 3008JLB & Associates Inc | Q2 2026 | $748.3M | +$51.9M (+7.4%) | 68 | Aug 7, 2026 |
| 3009Defilade Capital Management, L.P. | Q2 2026 | $746.9M | +$34.8M (+4.9%) | 39 | Aug 14, 2026 |
| 3010Permanent Capital Management, LP | Q2 2026 | $746.7M | +$103.7M (+16.1%) | 211 | Aug 12, 2026 |
| 3011EagleClaw Capital Managment, LLC | Q2 2026 | $745.4M | +$31.3M (+4.4%) | 145 | Aug 10, 2026 |
| 3012Auxier Asset Management | Q2 2026 | $745.2M | +$48.9M (+7.0%) | 184 | Aug 14, 2026 |
| 3013Insight Wealth Partners, LLC | Q2 2026 | $744.8M | +$497.4M (+201.0%) | 135 | Aug 6, 2026 |
| 3014CIBC Capital Markets (Europe) S.A. | Q2 2026 | $744.6M | No prior filing | 10 | Aug 11, 2026 |
| 3015Heritage Investment Group, Inc. | Q2 2026 | $744.4M | +$83.6M (+12.7%) | 135 | Jul 29, 2026 |
| 3016Commonwealth Financial Services, LLC | Q2 2026 | $744.2M | +$112.5M (+17.8%) | 317 | Jul 15, 2026 |
| 3017Regatta Capital Group, LLC | Q2 2026 | $743.6M | +$82.9M (+12.5%) | 223 | Aug 12, 2026 |
| 3018Well Done, LLC | Q2 2026 | $743.4M | +$62.6M (+9.2%) | 202 | Jul 24, 2026 |
| 3019Southernsun Asset Management, LLC | Q2 2026 | $742.8M | +$52.9M (+7.7%) | 29 | Aug 14, 2026 |
| 3020CFO4Life Group, LLC | Q2 2026 | $742.1M | +$86.1M (+13.1%) | 236 | Aug 12, 2026 |
| 3021Wilkins Investment Counsel Inc | Q2 2026 | $742.0M | +$43.8M (+6.3%) | 119 | Aug 6, 2026 |
| 3022Tolleson Wealth Management, Inc. | Q2 2026 | $741.9M | +$56.9M (+8.3%) | 96 | Aug 13, 2026 |
| 3023Northcape Capital Pty Ltd | Q2 2026 | $741.8M | −$124.9M (−14.4%) | 8 | Jul 9, 2026 |
| 3024Kingdon Capital Management, L.L.C. | Q2 2026 | $741.6M | +$144.5M (+24.2%) | 57 | Aug 14, 2026 |
| 3025Consolidated Planning Corp | Q2 2026 | $741.6M | +$124.9M (+20.2%) | 159 | Jul 24, 2026 |
| 3026Lebenthal Global Advisors, LLC | Q2 2026 | $741.5M | +$53.7M (+7.8%) | 204 | Jul 30, 2026 |
| 3027Torray LLC | Q2 2026 | $741.3M | +$59.6M (+8.7%) | 91 | Jul 30, 2026 |
| 3028Newbrook Capital Advisors LP | Q2 2026 | $740.6M | +$202.8M (+37.7%) | 14 | Aug 14, 2026 |
| 3029Triasima Portfolio Management inc. | Q2 2026 | $740.3M | +$78.9M (+11.9%) | 127 | Jul 20, 2026 |
| 3030Bearing Point Capital, LLC | Q2 2026 | $740.2M | +$101.8M (+15.9%) | 203 | Aug 11, 2026 |
| 3031Copos Capital S.a r.l. | Q2 2026 | $739.1M | No prior filing | 37 | Aug 12, 2026 |
| 3032Estabrook Capital Management | Q2 2026 | $738.6M | +$53.4M (+7.8%) | 344 | Aug 13, 2026 |
| 3033Everest Financial Group LLC | Q2 2026 | $738.4M | +$131.1M (+21.6%) | 208 | Aug 10, 2026 |
| 3034Barton Investment Management | Q2 2026 | $738.2M | −$59.1M (−7.4%) | 60 | Jul 20, 2026 |
| 3035LS Investment Advisors, LLC | Q2 2026 | $737.8M | +$69.6M (+10.4%) | 127 | Jul 21, 2026 |
| 3036GFI Investment Counsel Ltd. | Q2 2026 | $737.3M | +$5.78M (+0.8%) | 30 | Aug 13, 2026 |
| 3037Kingsway Capital Partners Ltd | Q2 2026 | $736.0M | No prior filing | 5 | Aug 3, 2026 |
| 3038Walmart Inc. | Q2 2026 | $736.0M | −$104.4M (−12.4%) | 3 | Aug 7, 2026 |
| 3039GR Financial Group, LLC | Q2 2026 | $735.9M | +$434.4M (+144.1%) | 37 | Aug 3, 2026 |
| 3040S-Bank Fund Management Ltd | Q2 2026 | $735.9M | +$64.7M (+9.6%) | 249 | Aug 4, 2026 |
| 3041Cohen Capital Management, Inc. | Q2 2026 | $735.5M | +$91.1M (+14.1%) | 152 | Jul 7, 2026 |
| 3042Daido Life Insurance Co | Q2 2026 | $735.1M | +$57.2M (+8.4%) | 6 | Aug 4, 2026 |
| 3043Virtus Wealth Solutions LLC | Q2 2026 | $735.0M | +$209.7M (+39.9%) | 53 | Jul 24, 2026 |
| 3044Kim, LLC | Q2 2026 | $734.9M | +$56.5M (+8.3%) | 67 | Aug 13, 2026 |
| 3045Greenfield FTC, Inc. | Q2 2026 | $734.5M | +$210.2M (+40.1%) | 4 | Jul 16, 2026 |
| 3046Balboa Wealth Partners | Q2 2026 | $734.4M | +$138.3M (+23.2%) | 476 | Aug 10, 2026 |
| 3047MainStreet Investment Advisors LLC | Q2 2026 | $734.3M | +$69.7M (+10.5%) | 166 | Aug 12, 2026 |
| 3048Graham Holdings Co Master Retirement Trust | Q2 2026 | $734.1M | +$27.7M (+3.9%) | 2 | Aug 14, 2026 |
| 3049Smithbridge Asset Management Inc | Q2 2026 | $734.0M | +$59.8M (+8.9%) | 188 | Jul 20, 2026 |
| 3050Massachusetts Institute of Technology | Q2 2026 | $732.6M | +$155.7M (+27.0%) | 8 | Aug 11, 2026 |