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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
Swedbank Ab$88.96B879 6/30/2025 7/10/2025
Lilly Endowment Inc$74.85B1 6/30/2025 7/10/2025
Wealth Enhancement Advisory Services, LLC$60.45B3,397 6/30/2025 7/10/2025
Alecta Tjanstepension Omsesidigt$21.32B66 6/30/2025 7/10/2025
Czech National Bank$12.83B504 6/30/2025 7/9/2025
Sumitomo Mitsui Ds Asset Management Company, Ltd$11.09B759 6/30/2025 7/10/2025
Sarasin & Partners LLP$10.05B80 6/30/2025 7/9/2025
Gateway Investment Advisers LLC$9.15B469 6/30/2025 7/9/2025
Exchange Traded Concepts, LLC$8.18B2,325 6/30/2025 7/10/2025
Confluence Investment Management LLC$7.08B451 6/30/2025 7/1/2025
Canoe Financial Lp$7.02B108 6/30/2025 7/10/2025
Douglas Lane & Associates, LLC$6.90B238 6/30/2025 7/7/2025
Greenhaven Associates Inc$6.72B25 6/30/2025 7/8/2025
Umb Bank, N.A.$6.07B2,921 6/30/2025 7/10/2025
Ferguson Wellman Capital Management, Inc$5.68B340 6/30/2025 7/10/2025
Sapient Capital LLC$5.58B373 6/30/2025 7/9/2025
Gradient Investments LLC$5.47B358 6/30/2025 7/8/2025
Zevenbergen Capital Investments LLC$5.13B177 6/30/2025 7/7/2025
Parallel Advisors, LLC$5.00B3,536 6/30/2025 7/8/2025
Orgel Wealth Management, LLC$4.15B86 6/30/2025 7/10/2025
E. Ohman J:Or Asset Management Ab$4.03B401 6/30/2025 7/8/2025
Massmutual Private Wealth & Trust, Fsb$3.75B2,375 6/30/2025 7/9/2025
Northcrest Asset Manangement, LLC$3.72B625 6/30/2025 7/10/2025
Apella Capital, LLC$3.69B424 6/30/2025 7/8/2025
Alesco Advisors LLC$3.48B193 6/30/2025 7/9/2025
Wesbanco Bank Inc$3.37B1,286 6/30/2025 7/7/2025
Dynamic Advisor Solutions LLC$3.24B900 6/30/2025 7/9/2025
Salem Investment Counselors Inc$3.16B1,170 6/30/2025 7/7/2025
Salem Investment Counselors Inc$3.16B1,170 6/30/2025 7/8/2025
Park National Co. stock logo
Park National
$3.03B475 6/30/2025 7/1/2025
Reinhart Partners, LLC.$2.93B74 6/30/2025 7/9/2025
Fulton Bank, N.A.$2.71B1,094 6/30/2025 7/10/2025
Pallas Capital Advisors LLC$2.63B859 6/30/2025 7/9/2025
Focus Financial Network, Inc.$2.53B704 6/30/2025 7/10/2025
Wedmont Private Capital$2.34B742 6/30/2025 7/10/2025
Livforsakringsbolaget Skandia, Omsesidigt$2.28B634 6/30/2025 7/9/2025
Chesley Taft & Associates LLC$2.24B334 6/30/2025 7/9/2025
Advance Capital Management, Inc.$2.21B168 6/30/2025 7/8/2025
Capital Asset Advisory Services LLC$2.14B271 6/30/2025 7/7/2025
Rockland Trust Co$2.05B447 6/30/2025 7/10/2025
Garde Capital, Inc.$1.91B854 6/30/2025 7/3/2025
Goelzer Investment Management, Inc.$1.83B244 6/30/2025 7/9/2025
Truwealth Advisors, LLC$1.82B176 6/30/2025 7/7/2025
Stairway Partners, LLC$1.76B18 6/30/2025 7/3/2025
Krilogy Financial LLC$1.74B251 6/30/2025 7/9/2025
Mogy Joel R Investment Counsel Inc$1.73B127 6/30/2025 7/10/2025
Community Trust & Investment Co$1.73B252 6/30/2025 7/10/2025
Quintet Private Bank (Europe) S.A.$1.73B217 6/30/2025 7/8/2025
Financiere Des Professionnels - Fonds D,Investissement Inc.$1.66B420 6/30/2025 7/9/2025
Atwood & Palmer Inc$1.60B514 6/30/2025 7/8/2025
Legacy Private Trust Co.$1.55B329 6/30/2025 7/8/2025
Seilern Investment Management Ltd$1.52B22 6/30/2025 7/7/2025
Fragasso Financial Advisors Inc$1.48B274 6/30/2025 7/9/2025
Cacti Asset Management LLC$1.41B76 6/30/2025 7/1/2025
Lbmc Investment Advisors, LLC$1.40B214 6/30/2025 7/9/2025
Baader Bank Aktiengesellschaft$1.39B439 6/30/2025 7/10/2025
Kmg Fiduciary Partners, LLC$1.35B288 6/30/2025 7/10/2025
Avity Investment Management Inc.$1.35B108 6/30/2025 7/8/2025
Fiduciary Alliance LLC$1.34B479 6/30/2025 7/9/2025
Yhb Investment Advisors, Inc.$1.30B299 6/30/2025 7/10/2025
Signal Advisors Wealth, LLC$1.28B464 6/30/2025 7/10/2025
Value Partners Investments Inc.$1.28B101 6/30/2025 7/7/2025
Charter Oak Capital Management, LLC$1.18B197 6/30/2025 7/10/2025
First Financial Bank - Trust Division$1.14B417 6/30/2025 7/2/2025
Harbor Investment Advisory, LLC$1.12B1,176 6/30/2025 7/1/2025
Bangor Savings Bank$1.12B712 6/30/2025 7/7/2025
Rmr Wealth Builders$1.10B285 6/30/2025 7/8/2025
Moody National Bank Trust Division$1.09B792 6/30/2025 7/10/2025
Woodstock Corp$1.09B156 6/30/2025 7/9/2025
Tompkins Financial Corporation stock logo
Tompkins Financial
$1.09B725 6/30/2025 7/10/2025
Canandaigua National Bank & Trust Co$1.08B310 6/30/2025 7/8/2025
Procyon Advisors, LLC$1.07B465 6/30/2025 7/9/2025
Trust Point Inc.$1.06B499 6/30/2025 7/10/2025
Armstrong Henry H Associates Inc$1.06B58 6/30/2025 7/7/2025
Anderson Hoagland & Co$1.05B146 6/30/2025 7/10/2025
Bath Savings Trust Co$987.81M263 6/30/2025 7/10/2025
Aaron Wealth Advisors LLC$978.94M489 6/30/2025 7/9/2025
Webster Bank, N. A.$968.15M824 6/30/2025 7/8/2025
Beacon Financial Group$960.39M338 6/30/2025 7/9/2025
Heartwood Wealth Advisors LLC$957.63M183 6/30/2025 7/8/2025
Sovran Advisors, LLC$954.35M520 6/30/2025 7/10/2025
Guoline Advisory Pte Ltd$942.97M21 6/30/2025 7/7/2025
Trust Co$886.14M414 6/30/2025 7/7/2025
Three Seasons Wealth, LLC$872.11M121 6/30/2025 7/10/2025
Ars Wealth Advisors Group, LLC$867.84M189 6/30/2025 7/10/2025
Teamwork Financial Advisors, LLC$863.14M190 6/30/2025 7/7/2025
Graves Light Lenhart Wealth, Inc.$840.41M192 6/30/2025 7/9/2025
Bard Financial Services, Inc.$837.45M206 6/30/2025 7/8/2025
Burns J W & Co Inc/Ny$823.85M184 6/30/2025 7/10/2025
Cannae Holdings, Inc. stock logo
Cannae
$819.96M5 6/30/2025 7/10/2025
Hbw Advisory Services LLC$811.07M399 6/30/2025 7/2/2025
Redhawk Wealth Advisors, Inc.$797.47M324 6/30/2025 7/10/2025
Insight Wealth Strategies, LLC$791.67M171 6/30/2025 7/7/2025
Central Pacific Bank - Trust Division$784.62M922 6/30/2025 7/2/2025
Thurston, Springer, Miller, Herd & Titak, Inc.$774.99M61,791 6/30/2025 7/7/2025
Howard Financial Services, Ltd.$760.65M183 6/30/2025 7/2/2025
Goldstone Financial Group, LLC$757.14M206 6/30/2025 7/8/2025
Inspirion Wealth Advisors, LLC$755.51M158 6/30/2025 7/9/2025
Sharkey, Howes & Javer$745.87M154 6/30/2025 7/10/2025
First Hawaiian Bank$736.76M155 6/30/2025 7/3/2025
SEC Filings and Trading Data