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Latest 13F Filings

Explore the latest filings and holdings of the top SEC 13F filers, comprising some of the most influential investment entities in the market. A Form 13F is a filing with the U.S. Securities and Exchange Commission (SEC) that discloses the holdings of institutional investment managers with assets under management exceeding $100 million. Tracking the trading actions of these firms offers investors invaluable insights into market trends, potential investment opportunities, and strategic shifts within various sectors. Discover how these industry leaders navigate the financial landscape. Stay informed with our comprehensive compilation of 13F filers' activities.

CompanyHoldings Value# of HoldingsReporting Period
End Date
Filing DateView
Dnb Asset Management As$20.96B708 6/30/2024 7/5/2024
Confluence Investment Management LLC$6.93B358 6/30/2024 7/1/2024
Massmutual Trust Co Fsb/Adv$3.30B2,159 6/30/2024 7/2/2024
First Hawaiian Bank$2.97B1,290 6/30/2024 7/2/2024
Transcend Capital Advisors, LLC$1.38B607 6/30/2024 7/2/2024
Moody National Bank Trust Division$1.29B719 6/30/2024 7/3/2024
Stairway Partners, LLC$1.27B15 6/30/2024 7/2/2024
Cacti Asset Management LLC$1.27B79 6/30/2024 7/1/2024
Trinity Street Asset Management LLP$1.13B16 6/30/2024 7/5/2024
Beese Fulmer Investment Management, Inc.$1.10B223 6/30/2024 7/3/2024
First Financial Bank - Trust Division$1.01B416 6/30/2024 7/3/2024
Armstrong Henry H Associates Inc$1.00B59 6/30/2024 7/2/2024
Stokes Family Office, LLC$852.82M223 6/30/2024 7/5/2024
Kathmere Capital Management, LLC$771.25M296 6/30/2024 7/1/2024
Hudson Valley Investment Advisors Inc /Adv$769.49M181 6/30/2024 7/2/2024
Gamma Investing LLC$733.84M3,461 6/30/2024 7/2/2024
Institutional & Family Asset Management, LLC$654.36M748 6/30/2024 7/5/2024
Cullen Investment Group, Ltd.$627.10M177 6/30/2024 7/1/2024
Hbw Advisory Services LLC$602.57M333 6/30/2024 7/5/2024
Rempart Asset Management Inc.$507.46M42 6/30/2024 7/5/2024
Jackson Wealth Management, LLC$466.42M118 6/30/2024 7/1/2024
Curbstone Financial Management Corp$460.42M198 6/30/2024 7/3/2024
M&R Capital Management Inc$419.19M547 6/30/2024 7/2/2024
Kozak & Associates, Inc.$405.06M388 6/30/2024 7/5/2024
Bank Of New Hampshire$384.70M485 6/30/2024 7/1/2024
Moller Wealth Partners$374.84M65 6/30/2024 7/1/2024
Waller Financial Planning Group, Inc$372.19M70 6/30/2024 7/2/2024
Collective Family Office LLC$339.95M173 6/30/2024 7/5/2024
Thurston, Springer, Miller, Herd & Titak, Inc.$321.50M30,223 6/30/2024 7/5/2024
Park Place Capital Corp$313.32M857 6/30/2024 7/2/2024
First International Bank & Trust$290.56M102 6/30/2024 7/3/2024
Modus Advisors, LLC$282.71M106 6/30/2024 7/2/2024
Global Wealth Strategies & Associates$278.66M349 6/30/2024 7/2/2024
Shankervalleau Wealth Advisors, Inc.$233.60M26 6/30/2024 7/2/2024
Stonehearth Capital Management, LLC$233.51M79 6/30/2024 7/5/2024
Gp Brinson Investments LLC$232.36M16 6/30/2024 7/2/2024
Roth Financial Partners LLC$231.81M32 6/30/2024 7/3/2024
Beacon Wealthcare LLC$229.39M19 6/30/2024 7/3/2024
Red Spruce Capital, LLC$215.38M83 6/30/2024 7/2/2024
25 LLC$210.62M53 6/30/2024 7/5/2024
Hilltop Wealth Advisors, LLC$199.27M52 6/30/2024 7/3/2024
Peirce Capital Management, LLC$188.89M37 6/30/2024 7/3/2024
Capital Market Strategies LLC$158.41M152 6/30/2024 7/1/2024
Walnut Private Equity Partners, LLC$157.52M15 6/30/2024 7/2/2024
General Partner, Inc.$156.54M247 6/30/2024 7/5/2024
Mcalister, Sweet & Associates, Inc.$139.22M33 6/30/2024 7/2/2024
Partnership Wealth Management, LLC$135.45M211 6/30/2024 7/3/2024
Michael S. Ryan, Inc.$131.95M45 6/30/2024 7/1/2024
Davis Capital Management$115.09M318 6/30/2024 7/2/2024
Hoese & Co LLP$114.57M174 6/30/2024 7/3/2024
Heritage Wealth Partners, LLC$69.03M58 6/30/2024 7/5/2024
A.P. Gilfoyle & Co., L.P.$2.29M10 6/30/2024 7/3/2024
Everence Capital Management Inc$1.44M737 6/30/2024 7/3/2024
Neville Rodie & Shaw Inc$1.32M324 6/30/2024 7/1/2024
Appleton Partners Inc/Ma$1.30M259 6/30/2024 7/2/2024
Centre Asset Management, LLC$435.55K61 6/30/2024 7/2/2024
Polianta Ltd$197.61K73 6/30/2024 7/5/2024
Alken Asset Management Ltd$43.30K27 6/30/2024 7/5/2024
Vanguard Group Inc$5.05T16,079 3/31/2024 5/10/2024
BlackRock, Inc. stock logo
BlackRock
$4.30T48,325 3/31/2024 5/10/2024
State Street Co. stock logo
State Street
$2.24T4,366 3/31/2024 5/15/2024
Fmr LLC$1.49T13,971 3/31/2024 5/13/2024
Morgan Stanley stock logo
Morgan Stanley
$1.25T46,942 3/31/2024 5/15/2024
JPMorgan Chase & Co. stock logo
JPMorgan Chase & Co.
$1.18T32,040 3/31/2024 5/10/2024
Geode Capital Management, LLC$1.08T4,609 3/31/2024 5/13/2024
Bank of America Co. stock logo
Bank of America
$1.07T25,473 3/31/2024 5/15/2024
Capital World Investors$604.23B517 3/31/2024 5/14/2024
Northern Trust Co. stock logo
Northern Trust
$578.76B13,724 3/31/2024 5/14/2024
Wellington Management Group LLP$564.44B7,116 3/31/2024 5/15/2024
The Goldman Sachs Group, Inc. stock logo
The Goldman Sachs Group
$564.15B12,210 3/31/2024 5/15/2024
The Bank of New York Mellon Co. stock logo
Bank of New York Mellon
$520.68B28,980 3/31/2024 4/25/2024
Citadel Advisors LLC$518.50B17,980 3/31/2024 5/15/2024
Capital International Investors$493.90B432 3/31/2024 5/14/2024
Jane Street Group, LLC$478.36B14,073 3/31/2024 5/16/2024
Invesco Ltd. stock logo
Invesco
$465.56B22,970 3/31/2024 5/14/2024
Capital Research Global Investors$441.98B410 3/31/2024 5/14/2024
Royal Bank of Canada stock logo
Royal Bank of Canada
$438.14B27,664 3/31/2024 5/15/2024
Charles Schwab Investment Management Inc$433.16B3,531 3/31/2024 5/9/2024
Legal & General Group Plc$428.36B6,719 3/31/2024 7/1/2024
Legal & General Group Plc$425.34B6,699 3/31/2024 5/14/2024
Wells Fargo & Company stock logo
Wells Fargo & Company
$415.11B18,593 3/31/2024 5/10/2024
UBS Group AG stock logo
UBS Group
$401.54B18,453 3/31/2024 5/13/2024
Dimensional Fund Advisors Lp$369.36B14,693 3/31/2024 5/10/2024
Ameriprise Financial, Inc. stock logo
Ameriprise Financial
$363.36B10,814 3/31/2024 5/15/2024
Nuveen Asset Management, LLC$337.05B8,967 3/31/2024 5/13/2024
Massachusetts Financial Services Co /Ma/$334.73B3,242 3/31/2024 5/14/2024
Bank of Montreal stock logo
Bank of Montreal
$329.82B11,983 3/31/2024 5/13/2024
Franklin Resources, Inc. stock logo
Franklin Resources
$315.82B11,977 3/31/2024 5/13/2024
Alliancebernstein L.P.$282.60B3,165 3/31/2024 5/14/2024
Ubs Asset Management Americas LLC$281.29B16,251 3/31/2024 5/15/2024
Envestnet Asset Management Inc$267.85B4,170 3/31/2024 5/13/2024
Millennium Management LLC$234.10B6,138 3/31/2024 5/15/2024
Amundi$232.70B10,930 3/31/2024 5/15/2024
Deutsche Bank Ag\$215.43B12,841 3/31/2024 5/15/2024
Fisher Asset Management, LLC$214.11B964 3/31/2024 5/9/2024
Ctc LLC$194.20B306 3/31/2024 5/15/2024
Lpl Financial LLC$186.27B4,909 3/31/2024 5/10/2024
Optiver Holding B.V.$185.90B694 3/31/2024 5/9/2024
Janus Henderson Group plc stock logo
Janus Henderson Group
$183.33B6,260 3/31/2024 5/15/2024
Dodge & Cox$172.38B199 3/31/2024 5/14/2024
SEC Filings and Trading Data: