Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
KR Kehrs Ridge Capital,LLCSector-focused	$259.5M	+27.4%	31 +6	WMT	2022-09-30
TS Third Security, LLCConcentrated strategy	$240.8M	+32.3%	19	PGEN	2022-09-30
W& Walthausen & Co., LLCDiversified strategy	$223.1M	0.0%	140	CAC	2022-09-30
FG Foundry Group, LLCConcentrated strategy	$209.0M	-5.3%	4	XMTR	2022-09-30
UI UBP Investment Advisors SADiversified strategy	$194.2M	-22.4%	80 -24	FLRN	2022-09-30
HC HM Capital Management, LLCLong-term holder	$167.1M	-6.9%	56 -1	VOO	2022-09-30
SC Siena Capital LLCDiversified strategy	$153.4M	-7.0%	218 -60	PG	2022-09-30
AE AH Equity Partners Bio II, L.L.C.Concentrated strategy	$143.5M	+0.8%	4	EQRX INC	2022-09-30
WF WESTERN FINANCIAL CorpLong-term holder	$143.0M	+1.6%	93 +1	EFSC	2022-09-30
EV Eidelman Virant CapitalDiversified strategy	$136.0M	-2.1%	177 -7	LXU	2022-09-30
SP StackLine Partners LPQuality / disciplined sizing	$134.3M	-23.6%	11 -1	APPN	2022-09-30
SC Salem Capital Management IncDiversified strategy	$126.3M	-7.9%	55 -2	MSFT	2022-09-30
FF Fure Financial CorpSector-focused	$122.1M	-27.8%	34 -32	SH1USD	2022-09-30
MJ Morgan Jess S & Co IncSector-focused	$114.9M	+19.2%	36 -1	SPXU	2022-09-30
RC Rutabaga Capital Management Llc/maDiversified strategy	$114.7M	-8.3%	47 -5	HILUSD	2022-09-30
DI DCM International VI, Ltd.Concentrated strategy	$113.7M	-14.8%	3	MTTR*	2022-09-30
SA SWM AdvisorsSector-focused	$106.1M	-3.3%	24 -1	VOO	2022-09-30
MC Morris Capital Advisors, LLCDiversified strategy	$106.0M	-5.4%	52 -1	AAPL	2022-09-30
LA Lfs Asset ManagementDiversified strategy	$99.1M	-19.4%	48 -9	PFF	2022-09-30
WI Wilen Investment Management CORP.Diversified strategy	$98.1M	-14.8%	87 -1	EGY	2022-09-30
SC Sarissa Consulting LLCDiversified strategy	$96.9M	+37.8%	51 -4	YUSD	2022-09-30
AE AH Equity Partners Bio III, L.L.C.Concentrated strategy	$95.0M	+5.5%	1	EQRX INC	2022-09-30
SC Spearhead Capital Advisors, LLCDiversified strategy	$92.3M	-86.2%	100 -80	IAU	2022-09-30
AA Artha Asset Management LLCSector-focused	$90.3M	-16.8%	21 +1	CHD	2022-09-30
MW Milestone Wealth, LLCDiversified strategy	$89.5M	-5.7%	1,859 +1,631	GSLC	2022-09-30
NI NuWave Investment Management, LLCDiversified strategy	$87.2M	+16.6%	269 +15	PGR	2022-09-30
NC New Century Advisors, LLCDiversified strategy	$82.1M	-7.0%	100 +6	VCSH	2022-09-30
LP Lloyd Park, LLCDiversified strategy	$81.0M	-15.3%	81 +1	AAPL	2022-09-30
BR Bell Rock Capital LLCDiversified strategy	$81.0M	-37.0%	94 +61	AAPL	2022-09-30
MC Maniyar Capital Advisors UK Ltd.Concentrated strategy	$80.2M	-73.5%	1 -1	QQQ	2022-09-30
PI Prudence Investment Management (Hong Kong) Ltd.Sector-focused	$78.2M	+21.2%	25	WB 1.25 11-15-22	2022-09-30
GI Gavea Investimentos LtdaConcentrated strategy	$77.6M	+34.6%	4 -5	MELI	2022-09-30
RA Ratos ABConcentrated strategy	$76.4M	—	1	DNB	2022-09-30
SM S. Muoio & Co. LLCDiversified strategy	$75.7M	+8.0%	62 -6	NXST	2022-09-30
FF First Farmers & Merchants Bank / TrustDiversified strategy	$75.4M	-6.6%	123 -2	MRK	2022-09-30
NV Norwest Venture Partners XII, LPConcentrated strategy	$75.4M	-21.1%	2	7WH	2022-09-30
WM Westpark Management, LLCConcentrated strategy	$75.3M	+5.4%	7 +4	SPY	2022-09-30
RC Ronit Capital LLPDiversified strategy	$74.3M	+5.4%	55 +2	VASTA PLATFORM LTD	2022-09-30
PM Ponoi Management, LLCConcentrated strategy	$73.2M	+15.6%	4	RAPT THERAPEUTICS INC	2022-09-30
IP Invenire Partners, LPSector-focused	$65.4M	-13.2%	26 -3	HROW	2022-09-30
LF Louis-Dreyfus Family Office LLCConcentrated strategy	$64.7M	-13.0%	5 -1	VXUS	2022-09-30
SA Stringer Asset Management, LLCLong-term holder	$64.2M	+37.6%	26 -3	FPE	2022-09-30
BV Bailey Value Limited PartnershipConcentrated strategy	$63.4M	-17.1%	11 -2	MA	2022-09-30
HL H. L. Ormond & Company, LLCDiversified strategy	$62.4M	+1.0%	243 +146	MSFT	2022-09-30
FF Forager Funds Management Pty LtdSector-focused	$61.3M	-3.4%	22 -3	ZETA	2022-09-30
BI Beecher Investors IncLong-term holder	$60.9M	-11.9%	12 -4	BRK-B	2022-09-30
BI Bregal Investments, Inc.Concentrated strategy	$60.8M	-21.4%	2	LPRO	2022-09-30
LW Legacy Wealth Planning, LLCDiversified strategy	$60.4M	-13.3%	84 -7	DGRW	2022-09-30
HM HCSF Management, LLCConcentrated strategy	$60.3M	-6.9%	6	IMXI	2022-09-30
SC SPRINGS CAPITAL (HONG KONG) LtdConcentrated strategy	$60.3M	+12.1%	13 +2	JKS	2022-09-30
MI Matrix Ix Management Co. LLCConcentrated strategy	$59.2M	+7.0%	1	—	2022-09-30

Showing 10,660-10,710 of 13,277 institutions