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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 20, 2026American Beacon Advisors, Inc.Q2 20263$13.8M
Aug 20, 2026Forefront Wealth Partners, LLCQ2 2026177$322.7M
Aug 20, 2026Deprince Race & Zollo IncQ2 2026188$5.96B
Aug 20, 2026First Nebraska Trust CoQ1 200589$215.9M
Aug 20, 2026First Nebraska Trust CoQ2 200584$221.0M
Aug 19, 2026Harvest Fund Management Co., LtdQ2 2026454$3.02B
Aug 19, 2026AmendedPandowealth. LLCQ2 202618$121.5M
Aug 19, 2026AmendedCantor Fitzgerald, L. P.Q2 2026252$5.18B
Aug 19, 2026First Nebraska Trust CoQ3 200580$205.6M
Aug 19, 2026First Nebraska Trust CoQ4 200579$205.8M
Aug 19, 2026Resolute Wealth Advisor, Inc.Q2 202678$175.7M
Aug 19, 2026California First Leasing CorpQ2 202634$471.1M
Aug 19, 2026BullishQ2 20263$178.2M
Aug 19, 2026BullishQ1 20264$211.5M
Aug 19, 2026BullishQ4 20253$270.4M
Aug 19, 2026Sustainable Insight Capital Management, LLCQ2 202678$233.2M
Aug 19, 2026AmendedMercer Global Advisors IncQ2 20263,590$80.9B
Aug 19, 2026AmendedPangea Capital Gestao de Recursos Ltda.Q1 20268$131.3M
Aug 19, 2026AmendedPalo Alto Investors LPQ2 202652$723.7M
Aug 19, 2026AmendedStock Yards Bank & Trust CoQ2 2026397$3.49B
Aug 19, 2026Custos Family Office, LLCQ1 202663$144.2M
Aug 19, 2026Custos Family Office, LLCQ2 202667$166.4M
Aug 19, 2026AmendedKalehua Capital Management LLCQ2 202626$174.0M
Aug 19, 2026Bullock Wealth Management GroupQ2 2026607$230.4M
Aug 19, 2026AmendedLombard Odier Asset Management (Europe) LtdQ2 2026203$2.34B
Aug 19, 2026Boussard & Gavaudan Gestion SASQ2 202695$1.98B
Aug 19, 2026AmendedExpect Equity LLCQ1 202662$128.6M
Aug 19, 2026AmendedExpect Equity LLCQ4 202558$121.4M
Aug 19, 2026Goodwin Investment AdvisoryQ2 202628$49.7M
Aug 19, 2026AmendedSPX Equities Gestao de Recursos LtdaQ2 202677$898.0M
Aug 19, 2026IKE Capital, LLCQ4 202575$114.9M
Aug 19, 2026Prosperitas Financial LLCQ2 2026103$312.3M
Aug 19, 2026AmendedField & Main BankQ2 2026271$484.8M
Aug 18, 2026Madryn Asset Management, LPQ2 20262$36.9M
Aug 18, 2026Financial Avengers, Inc.Q2 2026155$241.1M
Aug 18, 2026Wilson & Boucher Capital Management, LLCQ2 2026121$170.4M
Aug 18, 2026Vermillion & White Wealth Management Group, LLCQ2 202669$197.7M
Aug 18, 2026Kingsview Wealth Management, LLCQ2 20261,409$8.25B
Aug 18, 2026AmendedArcher Investment CorpQ2 20261,254$522.3M
Aug 18, 2026Fox Hill Wealth ManagementQ2 2026120$249.4M
Aug 18, 2026First Nebraska Trust CoQ1 200682$215.8M
Aug 18, 2026First Nebraska Trust CoQ2 200680$209.8M
Aug 18, 2026AmendedNantahala Capital Management, LLCQ2 2026132$1.66B
Aug 18, 2026Unconventional Investor, LLCQ2 202649$241.8M
Aug 18, 2026Capasso Planning Partners LLCQ2 202686$200.5M
Aug 18, 2026Nest Investments, LLCQ1 202629$123.0M
Aug 18, 2026Nest Investments, LLCQ4 202530$119.5M
Aug 18, 2026AmendedEnsign Peak Advisors, IncQ1 20261,708$53.7B
Aug 18, 2026AmendedEnsign Peak Advisors, IncQ4 20251,685$56.6B
Aug 18, 2026AmendedEnsign Peak Advisors, IncQ3 20251,697$60.9B