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Institutional Holdings Dashboard

Last Updated: 9 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
Partners Value Investments L.P. yesterday
BROOKFIELD Corp |ON| yesterday
WIMMER ASSOCIATES 1, LLC yesterday
Fidelis Wealth Advisors LLC yesterday
BNDES Participacoes S.A. yesterday
CANADA LIFE ASSURANCE Co yesterday
Kiltearn Partners LLP yesterday
BALANCE CAPITAL PARTNERS L.P. yesterday
VPR Management LLC yesterday
TRV GP VI, LLC yesterday
Bey-Douglas LLC yesterday
Sinvest Investments II Ltd. yesterday
PIN OAK INVESTMENT ADVISORS INC yesterday
TRV GP IV, LLC yesterday
Cordoba Advisory Partners LLC yesterday
TEXAS TREASURY SAFEKEEPING TRUST CO yesterday
Burton Enright Welch yesterday
Meixler Investment Management, Ltd. yesterday
TRV GP V, LLC yesterday
Briar Hall Management LLC yesterday
Patient Capital Management, LLC yesterday
Fairbanks Capital Management, Inc. yesterday
SEARLE & CO. yesterday
Crestview Partners IV GP, L.P. yesterday
Crestview Partners III GP, L.P. yesterday
Crestview Partners II GP, L.P. yesterday
Avos Capital Management, LLC yesterday
MAVERICK CAPITAL LTD yesterday
CARRONADE CAPITAL MANAGEMENT, LP yesterday
SHANDA ASSET MANAGEMENT HOLDINGS Ltd yesterday
SHEPHERD KAPLAN KROCHUK, LLC yesterday
Fortis Capital Management LLC yesterday
Wright Wealth LLC yesterday
Long Pond Capital, LP yesterday
INVESCO SENIOR SECURED MANAGEMENT INC |ADV yesterday
MARSHALL WACE, LLP yesterday
ONTARIO TEACHERS PENSION PLAN BOARD yesterday
ROSENBLUM SILVERMAN SUTTON S F INC |CA yesterday
1248 Management, LLC yesterday
ALTAROCK PARTNERS LP yesterday
MANUFACTURERS LIFE INSURANCE COMPANY, THE yesterday
AVENIR CORP yesterday
Zuckerman Investment Group, LLC yesterday
DG Capital Management, LLC yesterday
JOHNSON INVESTMENT COUNSEL INC yesterday
SOUTHPORT MANAGEMENT, L.L.C. yesterday
Archon Capital Management LLC yesterday
Markin Asset Management, LP yesterday
Independent Family Office, LLC yesterday
PSquared Asset Management AG yesterday
Kestra Advisory Services, LLC yesterday
Westchester Capital Management, LLC yesterday
Uber Technologies, Inc yesterday
Mudita Advisors LLP yesterday
Templeton & Phillips Capital Management, LLC yesterday
Thomas J. Herzfeld Advisors, Inc. yesterday
AIP, LLC yesterday
SHEN NEIL NANPENG yesterday
HARVARD MANAGEMENT CO INC yesterday
HSG Holding Ltd yesterday
LIBERTY ONE INVESTMENT MANAGEMENT, LLC yesterday
Transamerica Financial Advisors, LLC yesterday
Quartz Partners, LLC yesterday
BERKLEY W R CORP yesterday
Parkside Financial Bank & Trust yesterday
Promethos Capital, LLC yesterday
Volterra Technologies LP yesterday
Stonepine Capital Management, LLC yesterday
Granger Management LLC yesterday
CAXTON CORP yesterday
Diametric Capital, LP yesterday
Pale Fire Capital SE yesterday
FARLEY CAPITAL L.P. yesterday
Smith Partners Wealth Management, LLC yesterday
John & Kathleen Schreiber Foundation yesterday
Griffith & Werner, Inc. yesterday
Guardian Wealth Management, Inc. yesterday
Inspire Advisors, LLC yesterday
Wealth Dimensions Group, Ltd. yesterday
H&F Corporate Investors IX, Ltd. yesterday
H&F Corporate Investors X, Ltd. yesterday
H&F Corporate Investors VIII, Ltd. yesterday
AlTi Global, Inc. yesterday
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC yesterday
Hengistbury Investment Partners LLP yesterday
SEGALL BRYANT & HAMILL, LLC yesterday
Borer Denton & Associates, Inc. yesterday
Notable Capital Management, L.L.C. yesterday
Barrier Capital Management, LLC yesterday
Walleye Capital LLC yesterday
Affinity Asset Advisors, LLC yesterday
Sunriver Management LLC yesterday
SECURITY NATIONAL BANK OF SO DAK yesterday
ADVISORY RESEARCH INC yesterday
Forest Avenue Capital Management LP yesterday
Arete Wealth Advisors, LLC yesterday
Prosight Management, LP yesterday
Foresight Global Investors, Inc. yesterday
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. yesterday
Jacobi Capital Management LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2025

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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