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Institutional Holdings Dashboard

Last Updated: an 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
Fulcrum Asset Management LLP an hour ago
Ratan Capital Management LP 2 hours ago
Livforsakringsbolaget Skandia, Omsesidigt 3 hours ago
Twin Lakes Capital Management, LLC 11 hours ago
MUHLENKAMP & CO INC 12 hours ago
Strait & Sound Wealth Management LLC 12 hours ago
Rakuten Investment Management, Inc. 12 hours ago
RIHO Partners, LLC 12 hours ago
RB Capital Management, LLC 13 hours ago
Denver PWM, LLC 13 hours ago
Orion Capital Management LLC 13 hours ago
JDM Financial Group LLC 13 hours ago
Leo H. Evart, Inc. 13 hours ago
BRIDGER MANAGEMENT, LLC 15 hours ago
VY Capital Management Co. Ltd. 15 hours ago
THOMAS H LEE PARTNERS LP 15 hours ago
Copia Wealth Management 15 hours ago
HARBERT FUND ADVISORS, LLC 16 hours ago
E-Wealth Partners, LLC 16 hours ago
Winning Points Advisors, LLC 17 hours ago
BROOKS, MOORE & ASSOCIATES, INC. 17 hours ago
WNY Asset Management, LLC 17 hours ago
Bank OZK 18 hours ago
Hamilton Capital, LLC 18 hours ago
Hayek Kallen Investment Management 18 hours ago
PSquared Asset Management AG 18 hours ago
Windward Management LP 18 hours ago
Old North State Trust, LLC 19 hours ago
Caitlin John, LLC 19 hours ago
Asset Allocation Strategies LLC 19 hours ago
Ruggaard & Associates LLC 19 hours ago
Equitable Holdings, Inc. 20 hours ago
CENTAURUS FINANCIAL, INC. 20 hours ago
Reality Financial Planning Services, LLC 20 hours ago
LARCH CAPITAL PARTNERS LLC 20 hours ago
Integrated Investment Consultants, LLC 20 hours ago
Impala Asset Management LLC 21 hours ago
Melia Wealth LLC 21 hours ago
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 21 hours ago
Nalls Sherbakoff Group, LLC 21 hours ago
GRAYBILL WEALTH MANAGEMENT, LTD. 21 hours ago
HARVEY CAPITAL MANAGEMENT INC 23 hours ago
N10 ASSETS, LLC 23 hours ago
FORMULA GROWTH LTD 23 hours ago
Coastal Bridge Advisors, LLC 23 hours ago
Jefferies Financial Group Inc. 23 hours ago
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 23 hours ago
MASTERINVEST Kapitalanlage GmbH 23 hours ago
CAPSTONE INVESTMENT ADVISORS, LLC 1 day ago
LITTLEJOHN & CO LLC 1 day ago
AtlasMark Financial, Inc 1 day ago
Triton Financial Group Inc 1 day ago
ALTAROCK PARTNERS LP 1 day, 2 hours ago
Hauser Brothers GmbH 1 day, 3 hours ago
Stonehage Fleming Financial Services Holdings Ltd 1 day, 3 hours ago
Blue Edge Capital, LLC 3 days, 11 hours ago
Jacobs Equity LLC 3 days, 11 hours ago
EIG Asset Management, LLC 3 days, 12 hours ago
Almitas Capital LLC 3 days, 12 hours ago
Ma Investment Partnership, LP 3 days, 12 hours ago
Council Ring Capital, LLC 3 days, 12 hours ago
FAYEZ SAROFIM & CO 3 days, 13 hours ago
Redwood Investment Management, LLC 3 days, 13 hours ago
Seven Fleet Capital Management LP 3 days, 13 hours ago
Parvin Asset Management, LLC 3 days, 13 hours ago
Proficio Capital Partners LLC 3 days, 13 hours ago
KM Capital Management Ltd. 3 days, 13 hours ago
STONEBRIDGE CAPITAL MANAGEMENT INC 3 days, 13 hours ago
Pure Financial Advisors, LLC 3 days, 13 hours ago
Payne Capital Management, LLC 3 days, 13 hours ago
Transamerica Financial Advisors, LLC 3 days, 13 hours ago
Sanchez Levi Garrett 3 days, 14 hours ago
Adelante Capital Management LLC 3 days, 14 hours ago
Silver Point Capital L.P. 3 days, 14 hours ago
PenderFund Capital Management Ltd. 3 days, 14 hours ago
Papamarkou Wellner Asset Management inc. 3 days, 14 hours ago
Balanced Rock Investment Advisors LLC 3 days, 14 hours ago
Camarda Financial Advisors, LLC 3 days, 14 hours ago
General Catalyst Group Management, LLC 3 days, 15 hours ago
Lifetime Wealth Management P.C. 3 days, 15 hours ago
Yukon Wealth Management, Inc. 3 days, 15 hours ago
Wiser Advisor Group LLC 3 days, 15 hours ago
Palo Alto Investors LP 3 days, 15 hours ago
Comprehensive Money Management Services LLC 3 days, 15 hours ago
Maxele Advisors, LLC 3 days, 15 hours ago
VALUEWORKS LLC 3 days, 15 hours ago
SwitchPoint Financial Planning, LLC 3 days, 15 hours ago
Empowered Funds, LLC 3 days, 15 hours ago
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3 days, 15 hours ago
GLAZER CAPITAL, LLC 3 days, 15 hours ago
American Family Investments, Inc. 3 days, 15 hours ago
Value Aligned Research Advisors, LLC 3 days, 16 hours ago
Merited Wealth, LLC 3 days, 16 hours ago
Passaic Partners LLC 3 days, 16 hours ago
Cook & Bynum Capital Management, LLC 3 days, 16 hours ago
Bristol Gate Capital Partners Inc. 3 days, 16 hours ago
ABS Investment Management LLC 3 days, 16 hours ago
Haveli Investment Management LLC 3 days, 16 hours ago
III Capital Management 3 days, 16 hours ago
ARCH Venture Management, LLC 3 days, 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)

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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.