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Institutional Holdings Dashboard

Last Updated: 8 minutes 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
Generali Investments Towarzystwo Funduszy Inwestycyjnych 14 minutes ago
TRIGLAV INVESTMENTS, D.O.O. 16 minutes ago
Generali Powszechne Towarzystwo Emerytalne 18 minutes ago
High Ground Investment Management LLP 25 minutes ago
Mandatum Life Insurance Co Ltd 44 minutes ago
PETERSON WEALTH MANAGEMENT an hour ago
Eurizon SLJ Capital Ltd an hour ago
Eurizon Asset Management Hungary Ltd. an hour ago
FountainVest China Capital Partners GP3 Ltd. an hour ago
Eurizon Asset Management Slovakia, sprav. spol., a.s. an hour ago
Prime Capital Management Co Ltd an hour ago
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD an hour ago
Eurizon Capital SGR S.p.A. an hour ago
PBU - The Pension Fund of Early Childhood & Youth Educators 2 hours ago
Aikya Investment Management Ltd 10 hours ago
MITSUBISHI UFJ FINANCIAL GROUP INC 10 hours ago
MUFG Bank, Ltd. 10 hours ago
Andar Capital Management HK Ltd 10 hours ago
Werba Rubin Papier Wealth Management 10 hours ago
Nikulski Financial, Inc. 10 hours ago
IvyRock Asset Management (HK) Ltd 11 hours ago
UG Investment Advisers Ltd. 11 hours ago
R Squared Ltd 11 hours ago
Welch Financial Planning, LLC 11 hours ago
NAN FUNG TRINITY (HK) Ltd 12 hours ago
John A. Wolfe & Associates, Inc. 12 hours ago
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 12 hours ago
Gagnon Advisors, LLC 13 hours ago
VAN STRUM & TOWNE INC. 13 hours ago
Alphabet Inc. 13 hours ago
TERRIL BROTHERS, INC. 13 hours ago
PIER 88 INVESTMENT PARTNERS LLC 14 hours ago
Austin Wealth Management, LLC 14 hours ago
GILEAD SCIENCES, INC. 14 hours ago
Vodafone Ventures Ltd 14 hours ago
Baker Avenue Asset Management, LP 14 hours ago
STONEBRIDGE ADVISORS LLC 14 hours ago
Daviman Financial, LLC 14 hours ago
IronOak Wealth LLC. 14 hours ago
Savant Capital, LLC 14 hours ago
Compass Financial Services Inc 14 hours ago
NUANCE INVESTMENTS, LLC 14 hours ago
Tortoise Investment Management, LLC 14 hours ago
Opus Financial Solutions LLC 14 hours ago
Point Windward Advisors Inc. 14 hours ago
Everest Financial Group LLC 14 hours ago
Heritage Wealth Management, Inc.|Texas 14 hours ago
Maryland State Retirement & Pension System 14 hours ago
NEW SOUTH CAPITAL MANAGEMENT INC 14 hours ago
NDWM LLC 14 hours ago
Lisanti Capital Growth, LLC 14 hours ago
CABOT WEALTH MANAGEMENT INC 14 hours ago
Parker Financial LLC 14 hours ago
Pavion Blue Capital, LLC 14 hours ago
Advisor Resource Council 14 hours ago
RITHOLTZ WEALTH MANAGEMENT 14 hours ago
UNIVEST FINANCIAL Corp 14 hours ago
NBH Bank 14 hours ago
GRANVILLE CAPITAL, INC. 14 hours ago
OAKLAND FINANCIAL CORP 14 hours ago
Joel Isaacson & Co., LLC 14 hours ago
Jacobi Capital Management LLC 14 hours ago
Cherokee Insurance Co 14 hours ago
TANDEMGROWTH FINANCIAL ADVISORS LLC 14 hours ago
Brown Financial Advisory 14 hours ago
Walter Public Investments Inc. 14 hours ago
STEPHEN J. GARRY & ASSOCIATES, LLC 14 hours ago
Jefferies Financial Group Inc. 14 hours ago
Valued Wealth Advisors LLC 15 hours ago
Altman Advisors, Inc. 15 hours ago
International Private Wealth Advisors LLC 15 hours ago
First Command Advisory Services, Inc. 15 hours ago
Machina Capital S.A.S. 15 hours ago
Topel & Distasi Wealth Management, LLC 15 hours ago
SWF LLC 15 hours ago
AEW CAPITAL MANAGEMENT INC 15 hours ago
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 15 hours ago
Spectrum Planning & Advisory Services Inc. 15 hours ago
COMMONS CAPITAL, LLC 15 hours ago
CFM WEALTH PARTNERS LLC 15 hours ago
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 15 hours ago
BINGHAM PRIVATE WEALTH, LLC 15 hours ago
General Motors Holdings LLC 15 hours ago
Seafarer Capital Partners, LLC 15 hours ago
BOURNE LENT ASSET MANAGEMENT INC 15 hours ago
ACORN CREEK CAPITAL LLC 15 hours ago
MAGNOLIA GROUP, LLC 15 hours ago
Smith Partners Wealth Management, LLC 15 hours ago
Performa Ltd (US), LLC 15 hours ago
Three Bridge Wealth Advisors, LLC 15 hours ago
CVS HEALTH Corp 15 hours ago
Artemis Wealth Advisors, LLC 15 hours ago
Forest Hill Capital, LLC 15 hours ago
GAGNON SECURITIES LLC 15 hours ago
ENDEAVOR PRIVATE WEALTH, INC. 15 hours ago
FDx Advisors, Inc. 15 hours ago
PARADIGM ASSET MANAGEMENT CO LLC 15 hours ago
Schwallier Wealth Management LLC 15 hours ago
SCF Partners, Inc. 16 hours ago
GSK plc 16 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.