13F Filings Tracker

Institutional investors we track from their quarterly 13F filings, sorted by latest filing. Open a fund to see its new, added, reduced and sold-out positions. 362 institutions with two or more tracked filings, sorted by most recent activity.

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Latest activity

Pinestone Asset Management 95 filings · latest Oct 16, 2026 $TREX $SPGI $OTIS
AlphaStar Capital Management 40 filings · latest Oct 16, 2026 $SGOV $DCOR $BUFY
ARS Wealth Advisors Group 40 filings · latest Oct 16, 2026 $VBR $USMV $JPM
Aspiriant 40 filings · latest Oct 16, 2026 $VTV $VIOV $MSFT
ASR Vermogensbeheer N.V. 40 filings · latest Oct 16, 2026 $SNDK $CRS $ATI
Banque Pictet & Cie 40 filings · latest Oct 16, 2026 $TSM $MSFT $LLY
Birch Hill Investment Advisors 40 filings · latest Oct 16, 2026 $WTS $GWW $VRTX
Cache Advisors 40 filings · latest Oct 16, 2026 $AVGO $TSM $SPCX
Cantor Fitzgerald Investment Advisors L.P. 40 filings · latest Oct 16, 2026 $VMBS $VGIT $VCIT
Counterpoint Mutual Funds 40 filings · latest Oct 16, 2026 $YELP $WDC $RIG
Cyndeo Wealth Partners 40 filings · latest Oct 16, 2026 $FTGC $XOM $AAPL
Financial Synergies Wealth Advisors 40 filings · latest Oct 16, 2026 $VCIT $KO $SPCX
Frank, Rimerman Advisors 40 filings · latest Oct 16, 2026 $SPCX $ONEQ $OKE
Gemmer Asset Management 40 filings · latest Oct 16, 2026 $SCHB $IVE $DSI
Goelzer Investment Management 40 filings · latest Oct 16, 2026 $UNH $TRV $SCHF
IFP Advisors 40 filings · latest Oct 16, 2026 $AAPL $XOM $GDX
Onyx Bridge Wealth Group 40 filings · latest Oct 16, 2026 $VEMY $TFLR $XLV
Robertson Stephens Wealth Management 40 filings · latest Oct 16, 2026 $AAPL $TBN $NDAA
SteelPeak Wealth 40 filings · latest Oct 16, 2026 $SCHV $HDV $XOM
TCV Trust & Wealth Management 40 filings · latest Oct 16, 2026 $VO $V $VB
Tema Etfs 40 filings · latest Oct 16, 2026 $AAPL $MRVL $YSS
Trust Co of Toledo Na 40 filings · latest Oct 16, 2026 $MSFT $JPM $AAPL
Y-Intercept (Hong Kong) 40 filings · latest Oct 16, 2026 $VZ $TXRH $PNC
Concurrent Investment Advisors 39 filings · latest Oct 16, 2026 $TMB $OKE $XOM
Howard Capital Management 38 filings · latest Oct 16, 2026 $VUG $MSFT $QQQ
Cardinal Capital Management 35 filings · latest Oct 16, 2026 $BNS $MRK $CMI
Global Strategic Investment Solutions 35 filings · latest Oct 16, 2026 $VUG $SPSM $SPDW
Annex Advisory Services 34 filings · latest Oct 16, 2026 $SMCI $INTU $XOM
DiNuzzo Private Wealth 33 filings · latest Oct 16, 2026 $AAPL $AMZN $IEFA
PFG Advisors 33 filings · latest Oct 16, 2026 $SPYM $AAPL $WELL
Halbert Hargrove Global Advisors 32 filings · latest Oct 16, 2026 $VTI $VEA $SPDW
Elser Financial Planning 31 filings · latest Oct 16, 2026 $SCHX $SCHA $SCHF
Forbes J M 30 filings · latest Oct 16, 2026 $WY $SBUX $IEF
Smead Capital Management 23 filings · latest Oct 16, 2026 $UNH $ULTA $UHAL
Saratoga Research & Investment Management 22 filings · latest Oct 16, 2026 $V $PG $HD
Trinity Street Asset Management 19 filings · latest Oct 16, 2026 $CI $TSM $SARO
Japan Science & Technology Agency 4 filings · latest Oct 16, 2026 $QQQM $RSP $IVV
Ninety One UK 98 filings · latest Oct 15, 2026 $TKO $J $CFG
Assenagon Asset Management S.A. 96 filings · latest Oct 15, 2026 $AZN $CPNG $ANET
Fort Washington Investment Advisors 88 filings · latest Oct 15, 2026 $XOM $AAPL $USB
Charles Schwab Trust 57 filings · latest Oct 15, 2026 $USRT $SCHO $IUSG
Goldstein Advisors 57 filings · latest Oct 15, 2026 $VFLO $PUSH $QQQ
AdvisorNet Financial 54 filings · latest Oct 15, 2026 $DFAU $CGGR $AGG
HCR Wealth Advisors 52 filings · latest Oct 15, 2026 $WMT $DELL $WCMI
Patriot Investment Management Group 52 filings · latest Oct 15, 2026 $VV $VPU $VO
Auto-Owners Insurance 51 filings · latest Oct 15, 2026 $SYK $MSFT $VMRK
Blue Trust 51 filings · latest Oct 15, 2026 $VXF $VUSE $VOO
First Merchants 50 filings · latest Oct 15, 2026 $WCMIX $WCMEX $WMT
Guyasuta Investment Advisors 48 filings · latest Oct 15, 2026 $WCC $UL $TMO
Mission Wealth Management 48 filings · latest Oct 15, 2026 $VTI $XOM $WT
Resonant Capital Advisors 47 filings · latest Oct 15, 2026 $FNDX $BRK.B $SPIP
Formuepleje A/S 46 filings · latest Oct 15, 2026 $GOOGL $WPM $SUNB
Gleason Group 45 filings · latest Oct 15, 2026 $WMT $VUG $VTV
Burney Co/ 44 filings · latest Oct 15, 2026 $LRCX $AVGO $ANET
Community Trust & Investment 44 filings · latest Oct 15, 2026 $UNH $PFE $CVS
Mirae Asset Securities (Usa) 44 filings · latest Oct 15, 2026 $XOP $TMUS $XLK
GHP Investment Advisors 43 filings · latest Oct 15, 2026 $VEA $TER $RTX
Turtle Creek Wealth Advisors 43 filings · latest Oct 15, 2026 $LRCX $IJH $HON
Curated Wealth Partners 42 filings · latest Oct 15, 2026 $VTI $VOO $UNP
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 42 filings · latest Oct 15, 2026 $V $NVDA $NFLX
Ninety One North America 42 filings · latest Oct 15, 2026 $V $VRSN $MSI
Ninety One SA (Pty) 42 filings · latest Oct 15, 2026 $SLB $SPGI $NVDA
V-Square Quantitative Management 42 filings · latest Oct 15, 2026 $TPC $PAAS $ILMN
Zwj Investment Counsel 42 filings · latest Oct 15, 2026 $MU $ABBV $VEA
Atria Investments 41 filings · latest Oct 15, 2026 $IEMG $SKHY $PQUS
Sustainable Growth Advisers 41 filings · latest Oct 15, 2026 $WM $SNPS $MSFT
WealthPlan Investment Management 37 filings · latest Oct 15, 2026 $META $JAVA $AAPL
Hbw Advisory Services 30 filings · latest Oct 15, 2026 $AAPL $APH $WT
Portman Square Capital 23 filings · latest Oct 15, 2026 $BABA $XLP $SOFI
Cohen Klingenstein 15 filings · latest Oct 15, 2026 $VMC $HIG $ALL
Davenport 87 filings · latest Oct 14, 2026 $BN $AAPL $COO
Ifm Investors 83 filings · latest Oct 14, 2026 $NVDA $NEE $MSFT
Focus Financial Network 49 filings · latest Oct 14, 2026 $VTI $SPY $SCHX
Heck Capital Advisors 47 filings · latest Oct 14, 2026 $IVV $GOVT $VTEB
Mather Group 47 filings · latest Oct 14, 2026 $VTI $XOM $DFSV
Patriot Financial Group Insurance Agency 46 filings · latest Oct 14, 2026 $NVDA $MU $AAPL
Godsey & Gibb 45 filings · latest Oct 14, 2026 $KO $TD $RTX
Sendero Wealth Management 45 filings · latest Oct 14, 2026 $NVDA $AVGO $AMZN
Thurston, Springer, Miller, Herd & Titak 45 filings · latest Oct 14, 2026 $WEC $WMT $VUG
Orgel Wealth Management 44 filings · latest Oct 14, 2026 $VTI $VGSH $VB
Moody Lynn Lieberson & Walker 43 filings · latest Oct 14, 2026 $FERG $AVGO $SPCX
Viking Fund Management 43 filings · latest Oct 14, 2026 $TMUS $SPCX $MCHP
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 42 filings · latest Oct 14, 2026 $SHLD $XLP $XOM
Generate Investment Management 42 filings · latest Oct 14, 2026 $TLN $KLAC $HPE
Summit Financial Strategies 42 filings · latest Oct 14, 2026 $VEA $IWF $EFA
Traphagen Investment Advisors 42 filings · latest Oct 14, 2026 $VFLO $JPM $AAPL
First Citizens Bank & Trust 40 filings · latest Oct 14, 2026 $IVV $ZTS $TROW
Columbus Macro 39 filings · latest Oct 14, 2026 $QCOM $OKE $CMI
Kmg Fiduciary Partners 39 filings · latest Oct 14, 2026 $PG $GS $KO
Cliftonlarsonallen Wealth Advisors 37 filings · latest Oct 14, 2026 $IVW $IVE $IEMG
Fulton Bank, N.A. 37 filings · latest Oct 14, 2026 $VSMAX $VOO $MSFT
Discipline Wealth Solutions 30 filings · latest Oct 14, 2026 $VTV $VBR $VB
Montrusco Bolton Investments 40 filings · latest Oct 13, 2026 $LRCX $AAPL $SCHW
B. Riley Wealth Advisors 38 filings · latest Oct 13, 2026 $WT $XOM $AX
Euro Pacific Asset Management 38 filings · latest Oct 13, 2026 $WT $SHEL $IE
Foster Group 35 filings · latest Oct 13, 2026 $VTEB $IWM $QQQ
CTC 46 filings · latest May 21, 2026 $BKNG $WFC $UPST
Bank of America 64 filings · latest May 18, 2026 $ADSK $AROC $ARES
Amundi 57 filings · latest May 18, 2026 $CSX $CB $CRH
California State Teachers Retirement System 49 filings · latest May 18, 2026 $ALL $CAH $BAC

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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