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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
HughesLittle Investment Management Ltd.
Q4 2025 03/20/2026 $53 M 1 13F-HR/A
HughesLittle Investment Management Ltd.
Q4 2025 03/20/2026 $550.74 M 13 13F-HR/A
Purpose Unlimited Inc.
Q4 2025 03/20/2026 $2.19 B 524 13F-HR
HSBC HOLDINGS PLC
Q4 2025 03/20/2026 $196.2 B 12298 13F-HR/A
CONSILIO WEALTH ADVISORS, LLC
Q4 2025 03/20/2026 $341.89 M 98 13F-HR
Painted Porch Advisors LLC
Q4 2025 03/19/2026 $248.66 M 71 13F-HR
Foresight Global Investors, Inc.
Q4 2025 03/19/2026 $212.48 M 27 13F-HR/A
JOHNSON & JOHNSON
Q4 2025 03/18/2026 $555.05 M 17 13F-HR/A
STANCE CAPITAL LLC
Q4 2025 03/17/2026 $271.99 M 171 13F-HR
Vulcan Value Partners, LLC
Q4 2025 03/17/2026 $98.4 M 1 13F-HR/A
Carter Financial, LLC
Q4 2025 03/17/2026 $113.32 M 24 13F-HR
Cornerstone Planning, LLC
Q4 2025 03/17/2026 $430.83 M 131 13F-HR
AMG Asset Management Group, Inc.
Q4 2025 03/17/2026 $31.05 M 26 13F-HR
U S WEALTH GROUP, LLC.
Q4 2025 03/17/2026 $152.06 M 43 13F-HR
Forty-three Eighteen Advisors, LLC
Q4 2025 03/17/2026 $128.7 M 73 13F-HR
John A. Wolfe & Associates, Inc.
Q4 2025 03/16/2026 $185.18 M 32 13F-HR
Rockefeller Capital Management L.P.
Q4 2025 03/16/2026 $55.53 B 7364 13F-HR/A
Bank of New Hampshire
Q4 2025 03/16/2026 $444.7 M 462 13F-HR
Osbon Capital Management LLC
Q4 2025 03/16/2026 $106.91 M 353 13F-HR
Avoro Capital Advisors LLC
Q4 2025 03/13/2026 $10.17 B 34 13F-HR/A

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