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Institutional Holdings Dashboard

Last Updated: 1 day, 16 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Walmart Inc. 1 day, 16 hours ago
Aberdeen Group plc 1 day, 16 hours ago
Carson Advisory Inc. 1 day, 16 hours ago
ProVise Management Group, LLC 1 day, 16 hours ago
Crystal Cove Asset Management, LLC 1 day, 16 hours ago
Stonebridge Financial Planning Group, LLC 1 day, 16 hours ago
EagleClaw Capital Managment, LLC 1 day, 16 hours ago
Moors & Cabot, Inc. 1 day, 16 hours ago
COMPASS CAPITAL MANAGEMENT, INC 1 day, 16 hours ago
Valmark Advisers, Inc. 1 day, 16 hours ago
Seal Cove Capital, LLC 1 day, 16 hours ago
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1 day, 16 hours ago
Carl P. Sherr & Co., LLC 1 day, 16 hours ago
WD Thunder CV Ultimate GP LLC 1 day, 16 hours ago
ICICI Prudential Asset Management Co Ltd 1 day, 16 hours ago
PFC CAPITAL GROUP, INC. 1 day, 17 hours ago
First Trust Capital Management L.P. 1 day, 17 hours ago
Jordan Park Group LLC 1 day, 17 hours ago
JW Asset Management, LLC 1 day, 17 hours ago
Addison Advisors LLC 1 day, 17 hours ago
Bernicke Wealth Management, Ltd. 1 day, 17 hours ago
CHANNEL WEALTH LLC 1 day, 17 hours ago
Bonfire Financial 1 day, 17 hours ago
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1 day, 17 hours ago
Diversified Trust Co 1 day, 17 hours ago
VISTA CAPITAL PARTNERS, INC. 1 day, 17 hours ago
JHP Wealth Management, LLC 1 day, 17 hours ago
AlpInvest Partners B.V. 1 day, 17 hours ago
Astra Wealth Partners LLC 1 day, 17 hours ago
Carlyle Group Inc. 1 day, 17 hours ago
Menlo Ventures Management, L.P. 1 day, 17 hours ago
PERISCOPE CAPITAL INC. 1 day, 17 hours ago
Napean Trading & Investment Co (Singapore) PTE Ltd 1 day, 17 hours ago
Providence Financial Advisors, LLC 1 day, 17 hours ago
McElhenny Sheffield Capital Management, LLC 1 day, 17 hours ago
Eagle Point Credit Management LLC 1 day, 17 hours ago
Patrick Mauro Investment Advisor, INC. 1 day, 17 hours ago
BankPlus Trust Department 1 day, 17 hours ago
Titiun Yejiel 1 day, 18 hours ago
Cornerstone Advisors, LLC 1 day, 18 hours ago
Fidelity National Financial, Inc. 1 day, 18 hours ago
Technology Crossover Management XI, Ltd. 1 day, 18 hours ago
INCA Investments LLC 1 day, 18 hours ago
Technology Crossover Management X, Ltd. 1 day, 18 hours ago
Technology Crossover Management IX, Ltd. 1 day, 18 hours ago
Technology Crossover Management VIII, Ltd. 1 day, 18 hours ago
BCV Asset Management Inc. 1 day, 18 hours ago
EMINENCE CAPITAL, LP 1 day, 18 hours ago
10Elms LLP 1 day, 18 hours ago
Municipal Employees' Retirement System of Michigan 1 day, 18 hours ago
BML Capital Management, LLC 1 day, 18 hours ago
Financial Freedom, LLC 1 day, 18 hours ago
ACT Capital Partners, L.P. 1 day, 18 hours ago
HAMEL ASSOCIATES, INC. 1 day, 18 hours ago
IBEX WEALTH ADVISORS 1 day, 18 hours ago
Luken Investment Analytics, LLC 1 day, 18 hours ago
CONDOR CAPITAL MANAGEMENT 1 day, 18 hours ago
Clearwater Capital Advisors, LLC 1 day, 18 hours ago
AlpenGlobal Capital LLC 1 day, 18 hours ago
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1 day, 18 hours ago
Institute for Wealth Management, LLC. 1 day, 18 hours ago
Shah Wealth Advisors, LLC 1 day, 18 hours ago
Arrow Capital Pty Ltd 1 day, 19 hours ago
Wellington Grp LLC 1 day, 19 hours ago
Purkiss Capital Advisors LLC 1 day, 19 hours ago
IBEX INVESTORS LLC 1 day, 19 hours ago
Auxano Advisors, LLC 1 day, 19 hours ago
GenTrust, LLC 1 day, 19 hours ago
AF Advisors, Inc. 1 day, 19 hours ago
Sustainable Insight Capital Management, LLC 1 day, 19 hours ago
Oakwell Private Wealth Management, LLC 1 day, 19 hours ago
Loudon Investment Management, LLC 1 day, 19 hours ago
Acuitas Investments, LLC 1 day, 19 hours ago
United Bank 1 day, 19 hours ago
Lester Murray Antman dba SimplyRich 1 day, 19 hours ago
Solano Wealth Investment Advisors LLC 1 day, 19 hours ago
Tensor Edge Capital, LLC 1 day, 19 hours ago
Cornerstone Advisory, LLC 1 day, 19 hours ago
NATURAL INVESTMENTS, LLC 1 day, 19 hours ago
Elite Life Management LLC 1 day, 19 hours ago
Divco West Real Estate Services, LLC 1 day, 19 hours ago
DEUTSCHE BANK AG\ 1 day, 19 hours ago
Hardy Reed LLC 1 day, 19 hours ago
BASS LEE M |TX| 1 day, 19 hours ago
Share Andrew L. 1 day, 19 hours ago
SWISS RE LTD 1 day, 19 hours ago
Millburn Ridgefield LLC |DE| 1 day, 19 hours ago
Bedel Financial Consulting, Inc. 1 day, 19 hours ago
Rothwell Investment Advisors, LLC 1 day, 19 hours ago
HBK Sorce Advisory LLC 1 day, 20 hours ago
Trust Co of Kansas 1 day, 20 hours ago
AMERICAN EXPRESS CO 1 day, 20 hours ago
MAKENA CAPITAL MANAGEMENT LLC 1 day, 20 hours ago
Aldebaran Financial Inc. 1 day, 20 hours ago
Accretive Wealth Partners, LLC 1 day, 20 hours ago
Settian Capital LP 1 day, 20 hours ago
Disciplina Capital Management LLC 1 day, 20 hours ago
Tillman Hartley LLC 1 day, 20 hours ago
Entruity Wealth, LLC 1 day, 20 hours ago
BASS SID R 1 day, 20 hours ago

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 30, 2026

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

Loading Fund Data...

Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.