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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
MANUFACTURERS LIFE INSURANCE COMPANY, THE
Q2 2026 09/09/2026 $128.15 B 2872 13F-HR/A
Palogic Value Management, L.P.
Q2 2026 09/09/2026 $306.15 M 198 13F-HR/A
MIRAMONTES CAPITAL, LLC
Q2 2026 09/09/2026 $321.31 M 141 13F-HR
Core Capital Management & Research, inc.
Q2 2026 09/09/2026 $190.27 M 286 13F-HR
Lotus Asset Management LLC
Q2 2026 09/09/2026 $113.01 M 43 13F-HR
Integrated Wealth Concepts LLC
Q2 2026 09/08/2026 $15.3 B 2404 13F-HR/A
Willow Creek Capital Management, Inc.
Q2 2026 09/08/2026 $102.99 M 100 13F-HR
Kachkovsky & Fisher, Inc.
Q2 2026 09/08/2026 $103.96 M 64 13F-HR
Nykredit A/S
Q2 2026 09/08/2026 $26.24 B 1945 13F-HR/A
Peak XV Partners Operations LLC
Q2 2026 09/04/2026 $176.31 M 1 13F-HR/A
Parkside Financial Bank & Trust
Q2 2026 09/04/2026 $1.47 B 4143 13F-HR
Nordflint Capital Partners Fondsmaeglerselskab A/S
Q2 2026 09/04/2026 $187.57 M 1 13F-HR
ANCHOR CAPITAL ADVISORS LLC
Q2 2026 09/03/2026 $3.56 B 245 13F-HR/A
Cygnus Capital Advisors, LLC
Q2 2026 09/03/2026 $147.24 M 92 13F-HR
MLG Wealth Management DBA Pine Grove Financial Group
Q2 2026 09/02/2026 $990.2 M 218 13F-HR
CAPITAL & PLANNING, LLC
Q2 2026 09/02/2026 $193.66 M 45 13F-HR
Range Advisory, LLC
Q2 2026 09/02/2026 $839.82 M 342 13F-HR
1607 Capital Partners, LLC
Q2 2026 09/02/2026 $1.15 B 142 13F-HR/A
Second Line Capital, LLC
Q2 2026 09/02/2026 $537.01 M 178 13F-HR/A
Kinetic Wealth Investment Advisors LLC
Q2 2026 09/02/2026 $212.11 M 64 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