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Institutional Holdings Dashboard

Last Updated: 2 days, 1 hour 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
Partners Value Investments L.P. Feb. 13, 2026
BROOKFIELD Corp |ON| Feb. 13, 2026
WIMMER ASSOCIATES 1, LLC Feb. 13, 2026
Fidelis Wealth Advisors LLC Feb. 13, 2026
BNDES Participacoes S.A. Feb. 13, 2026
CANADA LIFE ASSURANCE Co Feb. 13, 2026
Kiltearn Partners LLP Feb. 13, 2026
BALANCE CAPITAL PARTNERS L.P. Feb. 13, 2026
VPR Management LLC Feb. 13, 2026
TRV GP VI, LLC Feb. 13, 2026
Bey-Douglas LLC Feb. 13, 2026
Sinvest Investments II Ltd. Feb. 13, 2026
PIN OAK INVESTMENT ADVISORS INC Feb. 13, 2026
TRV GP IV, LLC Feb. 13, 2026
Cordoba Advisory Partners LLC Feb. 13, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO Feb. 13, 2026
Burton Enright Welch Feb. 13, 2026
Meixler Investment Management, Ltd. Feb. 13, 2026
TRV GP V, LLC Feb. 13, 2026
Briar Hall Management LLC Feb. 13, 2026
Patient Capital Management, LLC Feb. 13, 2026
Fairbanks Capital Management, Inc. Feb. 13, 2026
SEARLE & CO. Feb. 13, 2026
Crestview Partners IV GP, L.P. Feb. 13, 2026
Crestview Partners III GP, L.P. Feb. 13, 2026
Crestview Partners II GP, L.P. Feb. 13, 2026
Avos Capital Management, LLC Feb. 13, 2026
MAVERICK CAPITAL LTD Feb. 13, 2026
CARRONADE CAPITAL MANAGEMENT, LP Feb. 13, 2026
SHANDA ASSET MANAGEMENT HOLDINGS Ltd Feb. 13, 2026
SHEPHERD KAPLAN KROCHUK, LLC Feb. 13, 2026
Fortis Capital Management LLC Feb. 13, 2026
Wright Wealth LLC Feb. 13, 2026
Long Pond Capital, LP Feb. 13, 2026
INVESCO SENIOR SECURED MANAGEMENT INC |ADV Feb. 13, 2026
MARSHALL WACE, LLP Feb. 13, 2026
ONTARIO TEACHERS PENSION PLAN BOARD Feb. 13, 2026
ROSENBLUM SILVERMAN SUTTON S F INC |CA Feb. 13, 2026
1248 Management, LLC Feb. 13, 2026
ALTAROCK PARTNERS LP Feb. 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE Feb. 13, 2026
AVENIR CORP Feb. 13, 2026
Zuckerman Investment Group, LLC Feb. 13, 2026
DG Capital Management, LLC Feb. 13, 2026
JOHNSON INVESTMENT COUNSEL INC Feb. 13, 2026
SOUTHPORT MANAGEMENT, L.L.C. Feb. 13, 2026
Archon Capital Management LLC Feb. 13, 2026
Markin Asset Management, LP Feb. 13, 2026
Independent Family Office, LLC Feb. 13, 2026
PSquared Asset Management AG Feb. 13, 2026
Kestra Advisory Services, LLC Feb. 13, 2026
Westchester Capital Management, LLC Feb. 13, 2026
Uber Technologies, Inc Feb. 13, 2026
Mudita Advisors LLP Feb. 13, 2026
Templeton & Phillips Capital Management, LLC Feb. 13, 2026
Thomas J. Herzfeld Advisors, Inc. Feb. 13, 2026
AIP, LLC Feb. 13, 2026
HARVARD MANAGEMENT CO INC Feb. 13, 2026
HSG Holding Ltd Feb. 13, 2026
SHEN NEIL NANPENG Feb. 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Feb. 13, 2026
Transamerica Financial Advisors, LLC Feb. 13, 2026
Quartz Partners, LLC Feb. 13, 2026
BERKLEY W R CORP Feb. 13, 2026
Parkside Financial Bank & Trust Feb. 13, 2026
Promethos Capital, LLC Feb. 13, 2026
Volterra Technologies LP Feb. 13, 2026
Stonepine Capital Management, LLC Feb. 13, 2026
Granger Management LLC Feb. 13, 2026
CAXTON CORP Feb. 13, 2026
Diametric Capital, LP Feb. 13, 2026
Pale Fire Capital SE Feb. 13, 2026
FARLEY CAPITAL L.P. Feb. 13, 2026
Smith Partners Wealth Management, LLC Feb. 13, 2026
John & Kathleen Schreiber Foundation Feb. 13, 2026
Griffith & Werner, Inc. Feb. 13, 2026
Guardian Wealth Management, Inc. Feb. 13, 2026
Inspire Advisors, LLC Feb. 13, 2026
Wealth Dimensions Group, Ltd. Feb. 13, 2026
H&F Corporate Investors X, Ltd. Feb. 13, 2026
H&F Corporate Investors IX, Ltd. Feb. 13, 2026
H&F Corporate Investors VIII, Ltd. Feb. 13, 2026
AlTi Global, Inc. Feb. 13, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC Feb. 13, 2026
Hengistbury Investment Partners LLP Feb. 13, 2026
SEGALL BRYANT & HAMILL, LLC Feb. 13, 2026
Borer Denton & Associates, Inc. Feb. 13, 2026
Notable Capital Management, L.L.C. Feb. 13, 2026
Barrier Capital Management, LLC Feb. 13, 2026
Walleye Capital LLC Feb. 13, 2026
Affinity Asset Advisors, LLC Feb. 13, 2026
Sunriver Management LLC Feb. 13, 2026
SECURITY NATIONAL BANK OF SO DAK Feb. 13, 2026
ADVISORY RESEARCH INC Feb. 13, 2026
Forest Avenue Capital Management LP Feb. 13, 2026
Arete Wealth Advisors, LLC Feb. 13, 2026
Prosight Management, LP Feb. 13, 2026
Foresight Global Investors, Inc. Feb. 13, 2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. Feb. 13, 2026
Jacobi Capital Management LLC Feb. 13, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2025

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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