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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
Serenity Investment Advisors
Q3 2026 10/30/2026 $230.39 M 70 13F-HR
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q3 2026 10/30/2026 $844.94 M 222 13F-HR
Westhampton Capital, LLC
Q3 2026 10/30/2026 $225.85 M 126 13F-HR
Southern Financial Group, LLC
Q3 2026 10/30/2026 $366.29 M 89 13F-HR
Mraz, Amerine & Associates, Inc.
Q3 2026 10/30/2026 $640.23 M 198 13F-HR
AMERICAN ASSETS INC
Q3 2026 10/30/2026 $310.4 M 19 13F-HR
Rakuten Investment Management, Inc.
Q3 2026 10/30/2026 $40.72 B 569 13F-HR
MARKEL GROUP INC.
Q3 2026 10/30/2026 $12.84 B 220 13F-HR
American Assets Investment Management, LLC
Q3 2026 10/30/2026 $1.62 B 137 13F-HR
FOSTER DYKEMA CABOT & PARTNERS, LLC
Q3 2026 10/30/2026 $1.9 B 352 13F-HR
Reynders McVeigh Capital Management, LLC
Q3 2026 10/30/2026 $2.31 B 196 13F-HR
Garton & Associates Financial Advisors LLC
Q3 2026 10/30/2026 $41.01 M 25 13F-HR
Hara Capital LLC
Q3 2026 10/30/2026 $208.6 M 295 13F-HR
Premier Wealth Management W.L.L.
Q3 2026 10/30/2026 $0 1 13F-HR
Wendel SE
Q3 2026 10/30/2026 $526.47 M 1 13F-HR
LANDESBANK BADEN-WUERTTEMBERG
Q3 2026 10/30/2026 $59.29 M 3 13F-HR
COMPASS FINANCIAL MANAGEMENT LLC
Q3 2026 10/30/2026 $926.32 M 1727 13F-HR
Sentry LLC
Q3 2026 10/30/2026 $282.3 M 131 13F-HR
Focused Wealth Management, Inc
Q3 2026 10/30/2026 $1.17 B 244 13F-HR
PZENA INVESTMENT MANAGEMENT LLC
Q3 2026 10/30/2026 $34.1 B 194 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