Notable FilersRecent 13F FilingsTop by AUM

Recent 13F Filings

Stay updated with the latest institutional investor disclosures. Explore recent 13F filings to track portfolio changes and investment trends.

FilerAUMQuarter DateFiling DateSEC Filing
RAINIER FAMILY WEALTH INC
$84.90MMar 31, 2025Jun 24, 2025Link to SEC filing
True Blue (BVI) Ltd
$136.85MMar 31, 2025Jun 24, 2025Link to SEC filing
Old North State Trust, LLC
$157.18KMar 31, 2025Jun 23, 2025Link to SEC filing
Nicholas Hoffman Company, LLC.
$2.63BMar 31, 2025Jun 23, 2025Link to SEC filing
Teleios Capital Partners GmbH
$85.92MMar 31, 2025Jun 20, 2025Link to SEC filing
Real Talk Capital, LLC
$74.21MDec 31, 2024Jun 20, 2025Link to SEC filing
VOYA INVESTMENT MANAGEMENT LLC
$89.92BMar 31, 2025Jun 18, 2025Link to SEC filing
Claris Financial LLC
$152.15MMar 31, 2025Jun 18, 2025Link to SEC filing
Ridgepath Capital Management LLC
$207.80MMar 31, 2025Jun 17, 2025Link to SEC filing
Guinness Asset Management LTD
$4.80BMar 31, 2025Jun 17, 2025Link to SEC filing
HOWE RUSLING INC
$1.19BMar 31, 2025Jun 17, 2025Link to SEC filing
Lynx Investment Advisory
$149.98MMar 31, 2025Jun 16, 2025Link to SEC filing
Porter White Investment Advisors, Inc.
$202.13MDec 31, 2024Jun 16, 2025Link to SEC filing
PETERSON WEALTH MANAGEMENT
$148.56MMar 31, 2025Jun 16, 2025Link to SEC filing
Maple Capital Management, Inc.
$1.29BMar 31, 2025Jun 16, 2025Link to SEC filing
OPTIMA CAPITAL LLC
$156.95MMar 31, 2025Jun 13, 2025Link to SEC filing
Kanen Wealth Management LLC
$247.81MMar 31, 2025Jun 13, 2025Link to SEC filing
Pinnacle Investment Management Ltd
$9.32MMar 31, 2025Jun 13, 2025Link to SEC filing
Sheets Smith Investment Management
$100.32MMar 31, 2025Jun 12, 2025Link to SEC filing
Kondo Wealth Advisors, Inc.
$202.84MMar 31, 2025Jun 11, 2025Link to SEC filing
Stanley Capital Management, LLC
$254.30MMar 31, 2025Jun 11, 2025Link to SEC filing
Fortitude Financial, LLC
$105.01MMar 31, 2025Jun 11, 2025Link to SEC filing
BROOKFIELD Corp /ON/
$17.50BMar 31, 2025Jun 10, 2025Link to SEC filing
Militia Capital Partners, LP
$126MDec 31, 2024Jun 10, 2025Link to SEC filing
BIRCHBROOK, INC.
$177.96MDec 31, 2024Jun 10, 2025Link to SEC filing

Frequently Asked Questions

What are 13F filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets under management must file with the SEC. These reports disclose their equity holdings.

How often are 13F filings updated?

Institutional investors file 13F reports quarterly, within 45 days after the end of each quarter (March 31, June 30, September 30, and December 31).

Why are 13F filings important?

13F filings provide transparency into the investment strategies of large hedge funds and institutional investors. They can offer insights into market trends and help individual investors identify potential investment opportunities.