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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 25, 2026Advus Financial Partners, LLCQ3 2021108$181.3M
Aug 25, 2026First Nebraska Trust CoQ3 200392$177.8M
Aug 25, 2026First Nebraska Trust CoQ4 200393$201.9M
Aug 24, 2026Financial Insights, Inc.Q2 2026147$379.9M
Aug 24, 2026Vancity Investment Management LtdQ2 202692$666.4M
Aug 24, 2026AmendedBerkley W R CorpQ2 2026339$2.04B
Aug 24, 2026AmendedCalifornia State Teachers Retirement SystemQ2 20263,002$108.6B
Aug 24, 2026AmendedFirst Eagle Investment Management, LLCQ2 2026425$60.8B
Aug 24, 2026AmendedCaz Investments LPQ2 202649$210.4M
Aug 24, 2026Carlson Financial, Inc.Q2 2026195$196.1M
Aug 24, 2026Strategic Financial Services, Inc,Q2 2026155$2.28B
Aug 24, 2026Serenity Investment AdvisorsQ2 202676$234.6M
Aug 24, 2026AmendedAlaska Permanent Fund CorpQ2 202614$1.51B
Aug 24, 2026Carlson Financial, Inc.Q1 2026181$169.6M
Aug 24, 2026Carlson Financial, Inc.Q4 2025180$172.7M
Aug 24, 2026First Nebraska Trust CoQ1 200496$231.4M
Aug 24, 2026First Nebraska Trust CoQ2 200493$218.1M
Aug 24, 2026Onefund, LLCQ2 2026508$176.2M
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q2 20251,472$5.59B
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q3 20241,460$5.45B
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q2 20241,436$5.13B
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q4 20241,476$5.43B
Aug 21, 2026Ashford Capital Management IncQ2 2026107$932.6M
Aug 21, 2026AmendedRoyalty Pharma Sub-Manager, LLCQ2 20264$241.9M
Aug 21, 2026AmendedRoyalty Pharma Sub-Manager, LLCQ1 20264$172.8M
Aug 21, 2026Harbor Spring Capital, LLCQ2 20260$0
Aug 21, 2026AmendedRoyalty Pharma Sub-Manager, LLCQ4 20254$171.3M
Aug 21, 2026Delaney Dennis RQ2 202661$314.0M
Aug 21, 2026Kidder Stephen WQ2 202675$395.6M
Aug 21, 2026Envision Financial Transparency, LLCQ2 202659$117.2M
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q1 20201,506$4.20B
Aug 21, 2026AmendedAdvisors Asset Management, Inc.Q4 20251,447$5.96B
Aug 21, 2026AmendedHarvey Capital Management IncQ2 202692$486.2M
Aug 21, 2026Bernard Wealth Management Corp.Q2 2026325$271.3M
Aug 21, 2026AmendedNokomis Capital, L.L.C.Q2 202648$272.6M
Aug 21, 2026AmendedWest Michigan Advisors, LLCQ2 2026295$526.1M
Aug 21, 2026AmendedPangea Capital Gestao de Recursos Ltda.Q3 20257$115.5M
Aug 21, 2026First Nebraska Trust CoQ3 200491$206.2M
Aug 21, 2026AmendedAssenagon Asset Management S.A.Q2 20261,145$77.1B
Aug 21, 2026First Nebraska Trust CoQ4 200488$240.0M
Aug 20, 2026AmendedKings Path Partners LLCQ1 2026292$290.8M
Aug 20, 2026Anderson Financial Strategies, LLCQ2 202636$192.4M
Aug 20, 2026Rehmann Capital Advisory GroupQ2 2026702$2.18B
Aug 20, 2026Jackson Wealth Management, LLCQ2 202686$169.9M
Aug 20, 2026Gill Capital Partners, LLCQ2 2026701$377.5M
Aug 20, 2026AmendedCondire Management, LPQ2 202621$942.3M
Aug 20, 2026Ridgepath Capital Management LLCQ2 202654$226.6M
Aug 20, 2026Layline Advisors, LLCQ2 202676$111.5M
Aug 20, 2026ATX Financial Planning, LLCQ2 202683$151.1M
Aug 20, 2026Clifford Swan Investment Counsel LLCQ2 2026335$3.11B