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Institutional Holdings Dashboard

Last Updated: 1 day, 8 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.

Recent Holdings Disclosures - All Funds

Fund File Date
ALPINE WOODS CAPITAL INVESTORS, LLC Aug. 7, 2026
JLB & ASSOCIATES INC Aug. 7, 2026
Gould Capital, LLC Aug. 7, 2026
Meeder Advisory Services, Inc. Aug. 7, 2026
AlpInvest Partners B.V. Aug. 7, 2026
Harborfront Financial Group LLC Aug. 7, 2026
MEEDER ASSET MANAGEMENT INC Aug. 7, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Aug. 7, 2026
Carlyle Group Inc. Aug. 7, 2026
RENAISSANCERE HOLDINGS LTD Aug. 7, 2026
Graney & King, LLC Aug. 7, 2026
TIEMANN INVESTMENT ADVISORS, LLC Aug. 7, 2026
JW Asset Management, LLC Aug. 7, 2026
STEEL PARTNERS HOLDINGS L.P. Aug. 7, 2026
Tweedy, Browne Co LLC Aug. 7, 2026
Westend Capital Management, LLC Aug. 7, 2026
Oxbow Advisors, LLC Aug. 7, 2026
BURKE & HERBERT BANK & TRUST CO Aug. 7, 2026
Investmark Advisory Group LLC Aug. 7, 2026
Wealthfront Advisers LLC Aug. 7, 2026
Global Strategic Investment Solutions, LLC Aug. 7, 2026
Keenan, LLC Aug. 7, 2026
Boulder Wealth Advisors, LLC Aug. 7, 2026
Lexington Partners L.P. Aug. 7, 2026
Summit Creek Advisors LLC Aug. 7, 2026
FOSTER & MOTLEY INC Aug. 7, 2026
Strategic Wealth Advisors LLC Aug. 7, 2026
NVP Associates, LLC Aug. 7, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC Aug. 7, 2026
Creekmur Asset Management LLC Aug. 7, 2026
Adaptive Financial Consulting, LLC Aug. 7, 2026
Black Cypress Capital Management, LLC Aug. 7, 2026
Chandler Asset Management, Inc. Aug. 7, 2026
ONTARIO TEACHERS PENSION PLAN BOARD Aug. 7, 2026
CYPRESS ASSET MANAGEMENT INC|TX Aug. 7, 2026
Main Street Financial Solutions, LLC Aug. 7, 2026
Uber Technologies, Inc Aug. 7, 2026
Rayburn West Financial Services LLC Aug. 7, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC Aug. 7, 2026
Forge Financial Services LLC Aug. 7, 2026
TRAVELERS COMPANIES, INC. Aug. 7, 2026
Four Tree Island Advisory LLC Aug. 7, 2026
Walmart Inc. Aug. 7, 2026
Greylock XIV GP LLC Aug. 7, 2026
FIRST NATIONAL BANK OF OMAHA Aug. 7, 2026
Alamar Capital Management, LLC Aug. 7, 2026
Timothy G. Youngquist 2020 Irrevocable Trust Aug. 7, 2026
REGENERON PHARMACEUTICALS, INC. Aug. 7, 2026
CROSSPOINT FINANCIAL, LLC Aug. 7, 2026
M.D. Sass, LLC Aug. 7, 2026
Capital Today Evergreen Fund, L.P. Aug. 7, 2026
ELEMENT POINTE ADVISORS, LLC Aug. 7, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Aug. 7, 2026
Park State Asset Management Aug. 7, 2026
Fidelity National Financial, Inc. Aug. 7, 2026
EQUITY INVESTMENT CORP Aug. 7, 2026
M. Kulyk & Associates, LLC Aug. 7, 2026
AMARA FINANCIAL, LLC. Aug. 7, 2026
RHS Financial, LLC Aug. 7, 2026
Aljian Capital Management, LLC Aug. 7, 2026
Energy Income Partners, LLC Aug. 7, 2026
K2 PRINCIPAL FUND, L.P. Aug. 7, 2026
Technology Crossover Management XI, Ltd. Aug. 7, 2026
Technology Crossover Management X, Ltd. Aug. 7, 2026
Technology Crossover Management IX, Ltd. Aug. 7, 2026
Technology Crossover Management VIII, Ltd. Aug. 7, 2026
PZENA INVESTMENT MANAGEMENT LLC Aug. 7, 2026
CITIZENS FINANCIAL GROUP INC|RI Aug. 7, 2026
Merck & Co., Inc. Aug. 7, 2026
Texas Capital Bank Wealth Management Services Inc Aug. 7, 2026
Charles Schwab Trust Bank Aug. 7, 2026
Cornerstone Advisors, LLC Aug. 7, 2026
Tortoise Investment Management, LLC Aug. 7, 2026
Aegis Wealth Management LLC Aug. 7, 2026
Banco BTG Pactual S.A. Aug. 7, 2026
Pavion Blue Capital, LLC Aug. 7, 2026
Buckland Partners Management Co LLC Aug. 7, 2026
NUANCE INVESTMENTS, LLC Aug. 7, 2026
UNIVEST FINANCIAL Corp Aug. 7, 2026
K.J. Harrison & Partners Inc Aug. 7, 2026
AlphaQuest LLC Aug. 7, 2026
CONWAY CAPITAL MANAGEMENT, INC. Aug. 7, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC Aug. 7, 2026
GRANDFIELD & DODD, LLC Aug. 7, 2026
WGI DM, LLC Aug. 7, 2026
WT Asset Management Ltd Aug. 7, 2026
NINE MASTS CAPITAL Ltd Aug. 7, 2026
Auxano Advisors, LLC Aug. 7, 2026
Argyle Capital Partners, LLC Aug. 7, 2026
Quent Capital, LLC Aug. 7, 2026
IMG Wealth Management, Inc. Aug. 7, 2026
FOCUSED ALPHA, LLC Aug. 7, 2026
OAKTOP CAPITAL MANAGEMENT II, L.P. Aug. 7, 2026
B & T Capital Management DBA Alpha Capital Management Aug. 7, 2026
OARSMAN CAPITAL, INC. Aug. 7, 2026
MidFirst Bank Aug. 7, 2026
Topel & Distasi Wealth Management, LLC Aug. 7, 2026
MQS Management LLC Aug. 7, 2026
Mawer Investment Management Ltd. Aug. 7, 2026
FIDUCIENT ADVISORS LLC Aug. 7, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

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

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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.