Skip to Main Content

Institutional Holdings Dashboard

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

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)

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

Loading Graph...

This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.