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Institutional Holdings Dashboard

Last Updated: 10 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
BANC FUNDS CO LLC 10 hours ago
Cetera Trust Company, N.A 10 hours ago
Wishbone Management, LP 10 hours ago
PARADIGM CAPITAL MANAGEMENT INC|NY 10 hours ago
PARTNERS CAPITAL INVESTMENT GROUP, LLP 10 hours ago
Stillwater Private Wealth, LLC 10 hours ago
Conifer Management, L.L.C. 10 hours ago
Aberdeen Wealth Management LLC 10 hours ago
TWIN PEAKS WEALTH ADVISORS, LLC 10 hours ago
CAPITOLIS LIQUID GLOBAL MARKETS LLC 10 hours ago
Visionary Wealth Advisors 10 hours ago
Orographic Financial Advisors, LLC 11 hours ago
Cullen Capital Management, LLC 11 hours ago
Whalen Wealth Management Inc. 11 hours ago
DEARBORN PARTNERS LLC 11 hours ago
Trail Ridge Investment Advisors, LLC 11 hours ago
Spruce Street Capital LP 11 hours ago
ALGERT GLOBAL LLC 11 hours ago
AMES NATIONAL CORP 11 hours ago
Abu Dhabi Investment Council Co P.J.S.C 11 hours ago
FPC INVESTMENT ADVISORY, INC. 11 hours ago
Valued Retirements, Inc. 11 hours ago
AMERICAN INTERNATIONAL GROUP, INC. 11 hours ago
EJF Capital LP 11 hours ago
Cosmic Management, LLC 11 hours ago
NCP Inc. 11 hours ago
Columbus Hill Capital Management, L.P. 11 hours ago
Long Pond Capital, LP 11 hours ago
Shannon River Fund Management LLC 11 hours ago
DODGE & COX 11 hours ago
CMT Capital Markets Trading GmbH 11 hours ago
CYPRESS POINT INVESTMENT MANAGEMENT LP 11 hours ago
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11 hours ago
Capital Markets Trading UK LLP 11 hours ago
Bank of Marin 11 hours ago
Knollwood Investment Advisory, LLC 11 hours ago
BROGAN FINANCIAL, INC. 11 hours ago
Chesapeake Wealth Management 11 hours ago
WD Thunder CV Ultimate GP LLC 11 hours ago
Avalon Global Asset Management LLC 11 hours ago
Triavera Capital LLC 11 hours ago
StepStone Group LP 11 hours ago
QUEST INVESTMENT MANAGEMENT LLC 11 hours ago
BAUPOST GROUP LLC|MA 11 hours ago
FIFTHDELTA Ltd 11 hours ago
McMill Wealth Management 11 hours ago
PFIZER INC 11 hours ago
Delta Global Management LP 11 hours ago
FORA Capital, LLC 11 hours ago
Wallace Hart LLC 11 hours ago
Man Investment Partners (US) LP 11 hours ago
GTCR LLC 11 hours ago
EQT Fund Management S.a r.l. 11 hours ago
BARDIN HILL MANAGEMENT PARTNERS LP 11 hours ago
Sunriver Management LLC 11 hours ago
ABS Direct Equity Fund LLC 11 hours ago
DCM Advisors, LLC 11 hours ago
MARSHALL WACE, LLP 11 hours ago
Candriam S.C.A. 11 hours ago
KVP Capital Advisors, LP 11 hours ago
RBO & CO LLC 11 hours ago
Carter Financial, LLC 11 hours ago
West Virginia University Foundation, Inc 11 hours ago
SAM Advisors, LLC 11 hours ago
Bornite Capital Management LP 11 hours ago
TrueWealth Financial Partners 11 hours ago
Teca Partners, LP 11 hours ago
J Digital 6 LLC 11 hours ago
RENAISSANCE TECHNOLOGIES LLC 11 hours ago
Jump Financial, LLC 11 hours ago
FERNBRIDGE CAPITAL MANAGEMENT LP 11 hours ago
Ariadne Wealth Management, LP 11 hours ago
Timelo Investment Management Inc. 11 hours ago
Northwest Quadrant Wealth Management, LLC 11 hours ago
Strive Asset Management, LLC 11 hours ago
D.B. Root & Company, LLC 11 hours ago
Flavin Financial Services, Inc. 11 hours ago
Gallo Partners, LP 11 hours ago
Helix Partners Management LP 11 hours ago
Parsifal Capital Management, LP 11 hours ago
Asset One Wealth Management LLC 11 hours ago
Hill City Capital, LP 11 hours ago
Investor's Fiduciary Advisor Network, LLC 11 hours ago
Boreal Capital Management LLC 11 hours ago
Safeguard Investment Advisory Group, LLC 12 hours ago
11.2 Capital Management, LLC 12 hours ago
Ally Financial Inc. 12 hours ago
Madrone Advisors, LLC 12 hours ago
TCM Advisors, LLC 12 hours ago
WINMILL & CO. INC 12 hours ago
Tairen Capital Ltd 12 hours ago
ICONIQ Capital, LLC 12 hours ago
Anther Capital Ltd 12 hours ago
Meritage Group LP 12 hours ago
Freemont Capital Pte Ltd 12 hours ago
INFRASTRUCTURE CAPITAL ADVISORS, LLC 12 hours ago
Pale Fire Capital SE 12 hours ago
Aspect Management, LLC 12 hours ago
Inscription Capital, LLC 12 hours ago
Horizon Investments, LLC 12 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)

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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.