Latest 13F Filings

The most recent SEC 13F filings from institutional investors.

Filing DateFundQuarterPortfolio ValueHoldings
Oct 22, 2026SRH ADVISORS, LLCQ3 2026$327.5B270
Oct 22, 2026Perigon Wealth Management, LLCQ3 2026$2.6T1,467
Oct 22, 2026VISION FINANCIAL MARKETS LLCQ3 2026$47.9B387
Oct 22, 2026DILLON & ASSOCIATES INCQ3 2026$848.7M79
Oct 22, 2026Murphy Pohlad Asset Management LLCQ3 2026$118.0B140
Oct 22, 2026RPM Capital Partners, LLCQ3 2026$18.1B2
Oct 22, 2026MARINO, STRAM & ASSOCIATES LLCQ3 2026$170.3B205
Oct 22, 2026Capital Investment Advisors, LLCQ3 2026$4.1T797
Oct 22, 2026ETF Portfolio Partners, Inc.Q3 2026$159.2B67
Oct 22, 2026WEDBUSH SECURITIES INCQ3 2026$4.0B1,308
Oct 22, 2026New Harbor Financial Group, LLCQ3 2026$438.5B62
Oct 22, 2026PARTHENON LLCQ3 2026$161.8B129
Oct 22, 2026HANSEATIC MANAGEMENT SERVICES INCQ3 2026$66.1B84
Oct 22, 2026CARDEROCK CAPITAL MANAGEMENT INCQ3 2026$49.9B70
Oct 22, 2026HARBOR CAPITAL ADVISORS, INC.Q3 2026$1.5B1,445
Oct 22, 2026HOWLAND CAPITAL MANAGEMENT LLCQ3 2026$764.8B286
Oct 22, 2026Silver Lake Advisory, LLCQ3 2026$98.9B105
Oct 22, 2026CORDA Investment Management, LLC.Q3 2026$513.5B78
Oct 22, 2026LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEQ3 2026$53.8B59
Oct 22, 2026True North Advisors, LLCQ3 2026$442.3B302
Oct 22, 2026Indiana Trust & Investment Management CoQ3 2026$50.7B472
Oct 22, 2026BURRUS FINANCIAL SERVICES, INC.Q3 2026$141.5B11
Oct 22, 2026Legacy Wealth Management, LLCQ3 2026$1.1T34
Oct 22, 2026Spectrum Strategic Capital Management, LLCQ3 2026$76.8B72
Oct 22, 2026Angeles Investment Advisors, LLCQ3 2026$674.9B38
Oct 22, 2026KBC Group NVQ3 2026$47.9B2,508
Oct 22, 2026Muzinich & Co., Inc.Q3 2026$301.3B23
Oct 22, 2026Sterling Capital Management LLCQ3 2026$1.3T3,438
Oct 22, 2026NORTHSTAR ASSET MANAGEMENT CoQ3 2026$84.4B250
Oct 22, 2026FARMERS & MERCHANTS INVESTMENTS INCQ3 2026$1.2T1,767
Oct 22, 2026Verger Capital Management LLCQ3 2026$144.2B12
Oct 22, 2026Benin Management CORPQ3 2026$53.0B151
Oct 22, 2026RWC ASSET ADVISORS (US) LLCQ3 2026$274.3B14
Oct 22, 2026CAPITAL CITY TRUST CO/FLQ3 2026$120.8B198
Oct 22, 2026Credit Capital Investments LLCQ3 2026$36.9B41
Oct 22, 2026BIP Wealth, LLCQ3 2026$1.9T560
Oct 22, 2026Manchester Capital Management LLCQ3 2026$104.3B1,320
Oct 22, 2026Colony Family Offices, LLCQ3 2026$310.8B66
Oct 22, 2026EDMP, INC.Q3 2026$66.2B74
Oct 22, 2026Private Wealth Partners, LLCQ3 2026$157.1B177
Oct 21, 2026ASSETMARK, INCQ3 2026$27.5T3,773
Oct 20, 2026LVZ, Inc.Q3 2026$605.1B167
Oct 20, 2026HARVEY INVESTMENT CO LLCQ3 2026$905.6M101
Oct 20, 2026SHIKIAR ASSET MANAGEMENT INCQ3 2026$397.0M114
Oct 20, 2026Hyperion Asset Management LtdQ3 2026$211.9B20
Oct 20, 2026BANK OF STOCKTONQ3 2026$84.3B136
Oct 20, 2026SANDER CAPITAL ADVISORS INCQ3 2026$220.0M11
Oct 20, 2026Alken Asset Management LtdQ3 2026$78.5M30
Oct 20, 2026Advanced Asset Management Advisors IncQ3 2026$45.5B88
Oct 20, 2026Capital Investment Counsel, IncQ3 2026$146.8B265
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