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Institutional Holdings Dashboard

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