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 |
|---|---|---|---|---|---|
| 401Silvercrest Asset Management Group LLC | Q2 2026 | $15.3B | +$1.42B (+10.3%) | 844 | Aug 14, 2026 |
| 402Independent Franchise Partners LLP | Q2 2026 | $15.2B | +$952.6M (+6.7%) | 26 | Aug 13, 2026 |
| 403Freestone Grove Partners LP | Q2 2026 | $15.2B | +$1.45B (+10.5%) | 989 | Aug 14, 2026 |
| 404SRS Capital Advisors, Inc. | Q2 2026 | $15.1B | +$11.5B (+325.3%) | 5,155 | Aug 10, 2026 |
| 405TIAA Wealth Investment Management LLC | Q2 2026 | $15.0B | +$1.87B (+14.3%) | 613 | Aug 10, 2026 |
| 406Vinva Investment Management Ltd | Q2 2026 | $14.9B | +$6.84B (+85.3%) | 468 | Aug 14, 2026 |
| 407Phoenix Holdings Ltd. | Q3 2026 | $14.8B | +$196.9M (+1.3%) | 519 | Nov 9, 2026 |
| 408Ilmarinen Mutual Pension Insurance Co | Q2 2026 | $14.8B | +$2.09B (+16.4%) | 445 | Aug 13, 2026 |
| 409Sumitomo Mitsui DS Asset Management Company, Ltd | Q3 2026 | $14.8B | +$293.4M (+2.0%) | 772 | Oct 20, 2026 |
| 410Pinnacle Financial Partners, Inc. | Q2 2026 | $14.7B | +$1.59B (+12.2%) | 1,128 | Aug 14, 2026 |
| 411Teachers Retirement System of the State of Kentucky | Q3 2026 | $14.7B | −$35.5M (−0.2%) | 1,675 | Nov 9, 2026 |
| 412New York Life Investment Management LLC | Q3 2026 | $14.5B | +$203.9M (+1.4%) | 790 | Nov 4, 2026 |
| 413Concurrent Investment Advisors, LLC | Q3 2026 | $14.4B | +$2.72B (+23.2%) | 2,280 | Oct 16, 2026 |
| 414Zurich Insurance Group Ltd | Q2 2026 | $14.4B | +$1.69B (+13.2%) | 323 | Aug 14, 2026 |
| 415Investor AB | Q2 2026 | $14.4B | −$721.2M (−4.8%) | 7 | Aug 14, 2026 |
| 416Capstone Investment Advisors, LLC | Q2 2026 | $14.4B | +$2.26B (+18.7%) | 942 | Aug 17, 2026 |
| 417Elliott Investment Management L.P.SuperinvestorElliott Investment Management | Q2 2026 | $14.3B | −$1.64B (−10.3%) | 17 | Aug 14, 2026 |
| 418Amalgamated Bank | Q3 2026 | $14.3B | −$187.4M (−1.3%) | 1,617 | Oct 23, 2026 |
| 419APG Asset Management US Inc. | Q2 2026 | $14.3B | +$1.29B (+9.9%) | 61 | Aug 12, 2026 |
| 420Brandes Investment Partners, LP | Q2 2026 | $14.3B | +$135.6M (+1.0%) | 193 | Aug 14, 2026 |
| 421Capital International Inc | Q2 2026 | $14.3B | +$1.29B (+10.0%) | 302 | Aug 12, 2026 |
| 422Verition Fund Management LLC | Q2 2026 | $14.2B | +$3.91B (+37.9%) | 1,442 | Aug 14, 2026Amended |
| 423AH Capital Management, L.L.C. | Q2 2026 | $14.2B | +$12.9B (+1,001.4%) | 19 | Aug 14, 2026 |
| 424Soroban Capital Partners LP | Q2 2026 | $14.2B | +$176.3M (+1.3%) | 23 | Aug 14, 2026 |
| 425Farther Finance Advisors, LLC | Q3 2026 | $14.1B | +$1.36B (+10.6%) | 6,108 | Oct 8, 2026 |
| 426Prudential PLC | Q2 2026 | $14.1B | +$994.3M (+7.6%) | 691 | Aug 13, 2026 |
| 427Zacks Investment Management | Q2 2026 | $14.1B | +$1.59B (+12.8%) | 724 | Aug 13, 2026 |
| 428Capital Fund Management S.A. | Q2 2026 | $14.0B | +$2.79B (+25.0%) | 945 | Aug 13, 2026 |
| 429Hood River Capital Management LLC | Q2 2026 | $13.8B | +$3.82B (+38.4%) | 166 | Aug 14, 2026 |
| 430Aptus Capital Advisors, LLC | Q2 2026 | $13.7B | +$1.79B (+15.1%) | 1,746 | Aug 12, 2026 |
| 431Johnson Investment Counsel Inc | Q2 2026 | $13.7B | +$1.31B (+10.6%) | 839 | Jul 23, 2026 |
| 432Fundsmith LLPSuperinvestorFundsmith | Q2 2026 | $13.6B | +$821.2M (+6.4%) | 41 | Aug 14, 2026 |
| 433Mawer Investment Management Ltd. | Q3 2026 | $13.6B | −$1.07B (−7.2%) | 143 | Nov 6, 2026 |
| 434LMR Partners LLP | Q2 2026 | $13.6B | +$2.76B (+25.5%) | 1,167 | Aug 14, 2026 |
| 435Moneta Group Investment Advisors LLC | Q2 2026 | $13.5B | +$224.5M (+1.7%) | 877 | Aug 14, 2026 |
| 436Wasatch Advisors Inc | Q3 2026 | $13.5B | −$1.81B (−11.9%) | 229 | Oct 13, 2026 |
| 437Dynasty Wealth Management, LLC | Q2 2026 | $13.5B | +$1.99B (+17.3%) | 367 | Aug 13, 2026 |
| 438Marex Group plc | Q2 2026 | $13.5B | +$3.81B (+39.6%) | 955 | Aug 14, 2026 |
| 439Vident Advisory, LLC | Q2 2026 | $13.4B | +$1.70B (+14.4%) | 1,911 | Aug 12, 2026 |
| 440Mn Services Vermogensbeheer B.V. | Q3 2026 | $13.4B | +$25.1M (+0.2%) | 428 | Oct 8, 2026 |
| 441Westwood Holdings Group Inc. | Q2 2026 | $13.3B | −$457.4M (−3.3%) | 626 | Aug 14, 2026 |
| 442Vantagepoint Investment Advisers LLC | Q3 2026 | $13.3B | −$109.9M (−0.8%) | 55 | Oct 26, 2026 |
| 443EdgePoint Investment Group Inc. | Q2 2026 | $13.2B | +$759.4M (+6.1%) | 39 | Aug 14, 2026 |
| 444Abn Amro Investment Solutions | Q3 2026 | $13.2B | +$1.65B (+14.3%) | 625 | Oct 21, 2026 |
| 445BI Asset Management Fondsmaeglerselskab A/S | Q3 2026 | $13.1B | +$540.4M (+4.3%) | 746 | Oct 22, 2026 |
| 446Kempen Capital Management N.V. | Q2 2026 | $13.1B | +$1.68B (+14.7%) | 241 | Aug 14, 2026 |
| 447Brinker Capital Investments, LLC | Q2 2026 | $13.1B | +$1.33B (+11.4%) | 1,864 | Aug 14, 2026 |
| 448Impax Asset Management Group plc | Q3 2026 | $13.0B | −$2.34B (−15.2%) | 287 | Nov 10, 2026 |
| 449Penserra Capital Management LLC | Q2 2026 | $13.0B | +$4.49B (+52.7%) | 1,127 | Aug 13, 2026 |
| 450Police & Firemen's Retirement System of New Jersey | Q3 2026 | $13.0B | −$319.5M (−2.4%) | 3,200 | Nov 9, 2026 |