Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 204,735 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
Canal Insurance CO	1313473	73	417.7	Sep 30, 2026	Oct 20, 2026
Willis Investment Counsel	1310929	125	1,947.7	Sep 30, 2026	Oct 20, 2026
York GP, Ltd.	1289994	3	95.2	Sep 30, 2026	Oct 20, 2026
PRIVATE TRUST CO NA	1277557	2,722	1,194.7	Sep 30, 2026	Oct 20, 2026
TAIYO LIFE INSURANCE CO	1254890	11	1,038.2	Sep 30, 2026	Oct 20, 2026
Prime Capital Investment Advisors, LLC	1731446	1,087	9,824.5	Sep 30, 2026	Oct 20, 2026
Leona M. & Harry B. Helmsley Charitable Trust	1665901	2	233.1	Sep 30, 2026	Oct 20, 2026
Leona M. & Harry B. Helmsley Charitable Trust	1665901	2	215.0	Jun 30, 2026	Oct 20, 2026
Leona M. & Harry B. Helmsley Charitable Trust New	1665901	1	316.9	Dec 31, 2025	Oct 20, 2026
Leona M. & Harry B. Helmsley Charitable Trust	1665901	2	219.1	Mar 31, 2026	Oct 20, 2026
OLD NATIONAL BANCORP /IN/	707179	599	4,998.0	Sep 30, 2026	Oct 20, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd	1411530	772	14,741.7	Sep 30, 2026	Oct 20, 2026
Redwood Family Wealth LLC	2116118	105	109.2	Sep 30, 2026	Oct 20, 2026
E&R Wealth Management, LLC	2109932	12	116.6	Sep 30, 2026	Oct 20, 2026
Rodgers & Associates, LTD	1846515	111	975.7	Sep 30, 2026	Oct 20, 2026
Sulzberger Capital Advisors, Inc.	2056727	56	96.5	Sep 30, 2026	Oct 20, 2026
Harfst & Associates, Inc.	1649147	122	658.1	Sep 30, 2026	Oct 20, 2026
Wagner Wealth Management, Corp	2109867	100	108.6	Sep 30, 2026	Oct 20, 2026
Sage Capital Management, LLC	2030667	167	225.6	Sep 30, 2026	Oct 20, 2026
Capital Wealth Alliance, LLC	1803277	100	210.9	Sep 30, 2026	Oct 20, 2026
Legacy Advisory Services, LLC	2068847	80	129.2	Sep 30, 2026	Oct 20, 2026
Rothschild & Co Wealth Management UK Ltd	1784260	25	7,165.5	Sep 30, 2026	Oct 20, 2026
Ballast, Inc.	1730477	168	511.7	Sep 30, 2026	Oct 20, 2026
Hyperion Asset Management Ltd	1619844	20	3,658.3	Sep 30, 2026	Oct 20, 2026
LeConte Wealth Management, LLC	2060443	197	161.6	Sep 30, 2026	Oct 20, 2026
Carrhae Capital LLP	1555254	30	3,020.9	Sep 30, 2026	Oct 20, 2026
Klingman & Associates, LLC	1662449	423	2,269.1	Sep 30, 2026	Oct 20, 2026
Parkway Wealth Management Group, LLC	2065679	144	738.8	Sep 30, 2026	Oct 20, 2026
HARVEY INVESTMENT CO LLC	1162781	100	925.6	Sep 30, 2026	Oct 20, 2026
DAVIDSON INVESTMENT ADVISORS	1140771	122	2,363.3	Sep 30, 2026	Oct 20, 2026
TrustBank	2107256	187	316.0	Sep 30, 2026	Oct 20, 2026
Cornerstone National Bank & Trust Co	2104293	232	294.7	Sep 30, 2026	Oct 20, 2026
Bank Pictet & Cie (Europe) AG	1123274	199	5,260.2	Sep 30, 2026	Oct 20, 2026
Quantum Private Wealth, LLC	1929662	163	386.6	Sep 30, 2026	Oct 20, 2026
Poehling Capital Management, INC.	1730815	163	482.1	Sep 30, 2026	Oct 20, 2026
BROWN WEALTH MANAGEMENT, LLC	1987005	135	440.9	Sep 30, 2026	Oct 20, 2026
HARMONY ASSET MANAGEMENT LLC	2002815	197	389.1	Sep 30, 2026	Oct 20, 2026
FORTEM FINANCIAL GROUP, LLC	1766509	190	484.9	Sep 30, 2026	Oct 20, 2026
Kingsbury Capital Investment Advisors LLC	1927315	107	104.7	Sep 30, 2026	Oct 20, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1989941	285	716.9	Sep 30, 2026	Oct 20, 2026
FOCUSED ALPHA, LLC	2105062	245	393.6	Sep 30, 2026	Oct 20, 2026
ARK & TLK INVESTMENTS, LLC	2013188	126	402.6	Sep 30, 2026	Oct 20, 2026
K5 Global Advisor LLC	2151773	3	4,024.6	Sep 30, 2026	Oct 20, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	867926	194	274.0	Sep 30, 2026	Oct 20, 2026
SHIKIAR ASSET MANAGEMENT INC	1058022	98	376.7	Sep 30, 2026	Oct 20, 2026
PEOPLES FINANCIAL SERVICES CORP.	1056943	276	225.4	Sep 30, 2026	Oct 20, 2026
Tufton Capital Management	1055963	130	582.5	Sep 30, 2026	Oct 20, 2026
LVM CAPITAL MANAGEMENT LTD/MI	1053054	154	1,199.1	Sep 30, 2026	Oct 20, 2026
BURNS J W & CO INC/NY	1047339	190	985.4	Sep 30, 2026	Oct 20, 2026
ABNER HERRMAN & BROCK LLC	1038661	118	1,043.0	Sep 30, 2026	Oct 20, 2026