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Latest 13F Filings

Real-time tracker of newly submitted 13F filings from all institutions to the SEC

Filer Name
Report For
Filed At
AUM
Holdings
Form Type
Broad Peak Investment Advisers Pte Ltd
Q4 2025 01/29/2026 $557.75 M 20 13F-HR
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
Q4 2025 01/29/2026 $721.52 M 67 13F-HR
Almanack Investment Partners, LLC.
Q4 2025 01/29/2026 $588.5 M 171 13F-HR
Calamos Wealth Management LLC
Q4 2025 01/29/2026 $2.9 B 470 13F-HR
Calamos Advisors LLC
Q4 2025 01/29/2026 $26.63 B 997 13F-HR
MWA Asset Management
Q4 2025 01/29/2026 $179.45 M 121 13F-HR
Bravias Capital Group, LLC
Q4 2025 01/29/2026 $165.38 M 108 13F-HR
MACKAY SHIELDS LLC
Q4 2025 01/29/2026 $2.86 B 340 13F-HR
Verisail Partners, LLC
Q4 2025 01/29/2026 $243.47 M 23 13F-HR
MONTRUSCO BOLTON INVESTMENTS INC.
Q4 2025 01/29/2026 $8.03 B 73 13F-HR
Virtus Wealth Solutions LLC
Q4 2025 01/29/2026 $526.77 M 52 13F-HR
ProVise Management Group, LLC
Q4 2025 01/29/2026 $1.4 B 257 13F-HR
Navigation Wealth Management, Inc.
Q4 2025 01/29/2026 $67.33 M 33 13F-HR
BENDER ROBERT & ASSOCIATES
Q4 2025 01/29/2026 $481.32 M 39 13F-HR
Guardian Asset Advisors, LLC
Q4 2025 01/29/2026 $192.27 M 108 13F-HR
Obermeyer Wealth Partners
Q4 2025 01/29/2026 $2.19 B 289 13F-HR
ODonnell Financial Services, LLC
Q4 2025 01/29/2026 $292.52 M 54 13F-HR
Dupree Financial Group, LLC
Q4 2025 01/29/2026 $274.44 M 80 13F-HR
CYPRESS ASSET MANAGEMENT INC/TX
Q4 2025 01/29/2026 $454.99 M 105 13F-HR
Cherokee Insurance Co
Q4 2025 01/29/2026 $246.69 M 121 13F-HR

Understanding 13F Filings

What are 13F Filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets under management must file with the SEC.

  • Filed within 45 days of quarter end
  • 13F filings show long holdings in public securities by managers with over $100M in assets.
  • Provide transparency into institutional investing
  • Include number of shares and market value

Why 13F Data Matters

13F filings provide valuable insights into the investment strategies and portfolio changes of the world's most successful money managers.

  • Track smart money movements and trends
  • Identify popular stocks among institutions
  • Analyze portfolio concentration and diversification
  • Discover investment opportunities and risks

Filing Schedule

Due 45 days after quarter-end, adjusted for holidays

Reporting Threshold

$100M+ AUM required • $200K+ position minimum

Data Limitations

45-day lag • Long positions only • No derivatives