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Latest 13F filings

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Latest 13F filings, newest first
InstitutionQuarterFiledPositionsTotal value
Atomic Invest LLCQ2 2026Sep 25, 2026389$1.14B
Atomic Invest LLCQ1 2026Sep 24, 2026356$212.3M
Bullock Wealth Management GroupQ1 2024Sep 24, 2026569$149.1M
Bullock Wealth Management GroupQ2 2024Sep 24, 2026569$152.6M
Bullock Wealth Management GroupQ3 2024Sep 24, 2026572$165.7M
Bullock Wealth Management GroupQ4 2024Sep 24, 2026599$171.3M
Bullock Wealth Management GroupQ1 2025Sep 24, 2026576$178.8M
Bullock Wealth Management GroupQ2 2025Sep 24, 2026590$188.6M
Bullock Wealth Management GroupQ3 2025Sep 24, 2026619$200.9M
ENVESTNET ASSET MANAGEMENT INCQ2 2026Sep 23, 2026Amended4,825$424.2B
Envestnet Portfolio Solutions, Inc.Q2 2026Sep 23, 2026Amended1,370$20.9B
QRG CAPITAL MANAGEMENT, INC.Q2 2026Sep 23, 2026Amended1,214$12.2B
PENSIOENFONDS RAIL & OVQ1 2025Sep 23, 202640$1.44B
PENSIOENFONDS RAIL & OVQ4 2024Sep 23, 202637$1.47B
Innovative Advisory Group, LLCQ4 2025Sep 22, 2026244$152.5M
Innovative Advisory Group, LLCQ3 2025Sep 22, 2026251$152.3M
Innovative Advisory Group, LLCQ2 2025Sep 22, 2026253$116.7M
Innovative Advisory Group, LLCQ1 2025Sep 22, 2026242$105.3M
Innovative Advisory Group, LLCQ4 2024Sep 22, 2026236$112.2M
Deeter Investments LLPQ1 2026Sep 22, 202699$570.3M
PENSIOENFONDS RAIL & OVQ3 2024Sep 22, 2026Amended35$1.44B
PENSIOENFONDS RAIL & OVQ2 2024Sep 22, 2026Amended36$1.33B
PENSIOENFONDS RAIL & OVQ1 2024Sep 22, 2026Amended37$1.38B
PENSIOENFONDS RAIL & OVQ4 2023Sep 22, 2026Amended36$1.73B
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2022Sep 22, 202612$116.0M
Andra AP-fondenQ2 2026Sep 22, 2026393$8.70B
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2023Sep 22, 202613$169.7M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ4 2024Sep 22, 202612$116.0M
STATE STREET CORPQ2 2026Sep 22, 2026Amended4,261$3.38T
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ3 2024Sep 22, 202612$119.8M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ3 2023Sep 22, 202612$138.3M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ2 2024Sep 22, 202611$177.9M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ2 2023Sep 22, 202613$155.4M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2025Sep 22, 20269$77.1M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2024Sep 22, 202613$187.8M
PHOENIX ASSET MANAGEMENT PARTNERS LtdQ1 2023Sep 22, 202612$120.8M
Innovative Advisory Group, LLCQ1 2026Sep 21, 202624$113.5M
Innovative Advisory Group, LLCQ2 2026Sep 21, 202629$130.9M
PENSIOENFONDS RAIL & OVQ3 2023Sep 21, 2026Amended37$1.59B
PENSIOENFONDS RAIL & OVQ2 2023Sep 21, 2026Amended37$2.68B
Silicon Valley Capital PartnersQ2 2026Sep 21, 2026457$1.23B
PENSIOENFONDS RAIL & OVQ1 2023Sep 21, 2026Amended37$2.59B
Altar Rock LLCQ2 2026Sep 21, 202677$68.4M
Altar Rock LLCQ1 2026Sep 21, 2026144$85.2M
Altar Rock LLCQ4 2025Sep 21, 2026139$83.4M
Premier Financial GroupQ2 2026Sep 18, 2026234$497.3M
MAC Alpha Capital Management, LPQ2 2026Sep 18, 2026Amended21$213.1M
SECURITY NATIONAL BANK OF SO DAKQ2 2026Sep 18, 2026287$216.6M
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Q2 2026Sep 18, 2026321$243.7M
Kirkwood Financial ServicesQ3 2025Sep 18, 202634$270.1M