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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
MARKEL GROUP INC.
Q1 2026 05/01/2026 $11.94 B 205 13F-HR
Vantage Investment Partners, LLC
Q1 2026 05/01/2026 $1.45 B 64 13F-HR
VALINOR MANAGEMENT, L.P.
Q1 2026 05/01/2026 $0 1 13F-HR
EQ WEALTH ADVISORS, LLC
Q1 2026 05/01/2026 $171.05 M 54 13F-HR
Premier Wealth Management W.L.L.
Q1 2026 05/01/2026 $0 1 13F-HR
Compass Financial Services Inc
Q1 2026 05/01/2026 $230.87 M 56 13F-HR
American Trust
Q1 2026 05/01/2026 $1.13 B 313 13F-HR
Signature Resources Capital Management, LLC
Q1 2026 05/01/2026 $211.05 M 664 13F-HR
Glass Wealth Management Co LLC
Q1 2026 05/01/2026 $258.1 M 67 13F-HR
Altium Capital Management LLC
Q1 2026 05/01/2026 $42.02 M 19 13F-HR
Sovran Advisors, LLC
Q1 2026 05/01/2026 $1.27 B 649 13F-HR
Rossmore Private Capital
Q1 2026 05/01/2026 $1.14 B 343 13F-HR
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
Q1 2026 05/01/2026 $19.63 B 1755 13F-HR
GENERAL AMERICAN INVESTORS CO INC
Q1 2026 05/01/2026 $1.52 B 69 13F-HR
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Q1 2026 05/01/2026 $7.32 B 515 13F-HR
Wildcat Capital Management, LLC
Q1 2026 05/01/2026 $106.18 M 2 13F-HR
Riverview Trust Co
Q1 2026 05/01/2026 $81.2 M 220 13F-HR
CULLINAN ASSOCIATES INC
Q1 2026 05/01/2026 $1.24 B 207 13F-HR
Capital Squared Financial LLC
Q1 2026 05/01/2026 $130.96 M 85 13F-HR
Greylock XIV GP LLC
Q1 2026 05/01/2026 $1.24 B 1 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