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
RC Roystone Capital Management LPHigh-turnover trader	—	—	1 -21	—	2019-03-31
DM DST Managers LtdLong-term holder	—	—	1	—	2019-03-31
HK Horizon Kinetics LLCSector-focused	$3.1B	-25.5%	691 -47	TPLUSD	2018-12-31
AC Ashler Capital LLCHigh-turnover trader	$1.3B	-23.9%	31 +4	—	2018-12-31
DL DAVIDE LEONE & PARTNERS INVESTMENT Co LLPSector-focused	$1.0B	+17.1%	11 +1	AABAUSD	2018-12-31
OA Omega Advisors Inc.Contrarian	$1.0B	-55.7%	35 -15	UAL	2018-12-31
CS Comerica Securities IncDiversified strategy	$755.6M	-11.3%	398 -20	IVV	2018-12-31
PW Patriot Wealth Management, Inc.Diversified strategy	$683.2M	-13.9%	77 -3	SPY	2018-12-31
CF City Financial Investment Co LtdDiversified strategy	$562.3M	-81.8%	124 -33	MDCO 2.5 01-15-22	2018-12-31
SC Suffolk Capital Management LLCDiversified strategy	$521.0M	-25.9%	124 -4	MSFT	2018-12-31
MC Macguire, Cheswick & Tuttle Investment Counsel LLCDiversified strategy	$477.2M	-17.9%	95 -2	AMZN	2018-12-31
BT Bremer Trust National AssociationDiversified strategy	$457.8M	+14.8%	1,075 +599	SPY	2018-12-31
OT Opera Trading CapitalDiversified strategy	$419.0M	-20.9%	87 -94	AMD 2.125 09-01-26	2018-12-31
SF Signature Financial Management, Inc.Diversified strategy	$415.7M	-26.6%	126 -101	SPY	2018-12-31
NC Northern Capital Management LLCDiversified strategy	$372.6M	-14.3%	165 +6	AAPL	2018-12-31
EI Evanston Investments, Inc., dba Evanston AdvisorsDiversified strategy	$367.9M	-19.6%	63 -9	SPY	2018-12-31
PC Precocity Capital LPHigh-turnover trader	$351.7M	-48.7%	41 -9	BG	2018-12-31
CL Clearbridge, LLCDiversified strategy	$328.7M	-19.5%	88 -3	GOOG	2018-12-31
GA Greenspring Associates, Inc.Concentrated strategy	$301.7M	—	7	VOO	2018-12-31
F& Financial & Investment Management Group LTDDiversified strategy	$274.2M	-9.8%	124 +10	BTZ	2018-12-31
L& Leonetti & Associates, LLCSector-focused	$271.8M	-30.4%	33 -3	—	2018-12-31
CH Cedar Hill Associates, LLCDiversified strategy	$261.0M	-41.3%	108 -4	FLTR	2018-12-31
CP Columbia Partners L.l.c. Investment ManagementDiversified strategy	$257.0M	-34.3%	114 -36	CCI	2018-12-31
RE Requisite Energy Fund I LPSector-focused	$255.5M	—	64	CVNA	2018-12-31
VA Visionary Asset Management, Inc.High-turnover trader	$252.3M	-19.0%	129 -160	SHY	2018-12-31
HC HNA Capital Group Co., Ltd.Concentrated strategy	$243.3M	-28.3%	1	BRIGHTSPHERE INVESTMENT GROUP	2018-12-31
PC Palo Capital, Inc.Diversified strategy	$235.6M	-15.3%	137 -10	VZ	2018-12-31
PP Precision Path Capital, LPHigh-turnover trader	$233.2M	+58.6%	16 -7	URI	2018-12-31
WA Watermark Asset Management, Inc.Diversified strategy	$215.6M	-10.8%	294 +49	IVV	2018-12-31
PC Piermont Capital Management Inc.Diversified strategy	$210.9M	-15.4%	108 -3	POR	2018-12-31
GI Greystone Investment Management LLCDiversified strategy	$195.4M	-15.6%	45 -2	GOOG	2018-12-31
MA Marshwinds Advisory CoDiversified strategy	$186.8M	-14.7%	124 -5	MSFT	2018-12-31
WL WealthTrust-Arizona, LLCDiversified strategy	$171.7M	-17.8%	724 +4	PWV	2018-12-31
MB McQueen, Ball & Associates Inc.Diversified strategy	$155.7M	-11.8%	113	VV	2018-12-31
CC Carbonado CapitalSector-focused	$148.7M	-49.1%	10 -5	MTN	2018-12-31
KA Kaizen Advisory, LLCDiversified strategy	$144.0M	-24.9%	703 +99	SPY	2018-12-31
OA Opes Advisors IncSector-focused	$140.0M	+2.3%	43 +3	SCHZ	2018-12-31
PI Peachtree Investment Advisors, Inc.Diversified strategy	$129.7M	-11.5%	73 -2	SCHF	2018-12-31
SI Sigma Investment Management CoConcentrated strategy	$125.2M	+1.9%	20 +1	AGG	2018-12-31
PI Pathlight Investors LLCDiversified strategy	$121.1M	—	105	JPM	2018-12-31
CF Clarfeld Financial Advisors, LLCLong-term holder	$120.5M	—	589	IVV	2018-12-31
BC Benchmark Capital AdvisorsDiversified strategy	$100.5M	-24.4%	115 -19	BK TECHNOLOGIES INC COM	2018-12-31
OI Orbis Investment Management (U.S.), L.P.Momentum follower	$99.7M	-27.9%	25	ABBV	2018-12-31
7A 734 Agriculture, LLCConcentrated strategy	$93.8M	-25.1%	1	ALCO	2018-12-31
JC Jabre Capital Partners S.A.High-turnover trader	$87.8M	-71.0%	22 -110	VWO	2018-12-31
DC Diag Capital Management, LPSector-focused	$87.4M	—	41	BAX	2018-12-31
BC Bayou City Energy Management LLCConcentrated strategy	$85.4M	—	1	AMRQQ	2018-12-31
SS Sapphire Star Partners LPDiversified strategy	$74.7M	-25.1%	236 -48	MSFT	2018-12-31
LE Lee Equity Partners, LLCHigh-turnover trader	$71.1M	+3.2%	2	IBTXUSD	2018-12-31
GI Gca Investment Management, LLCSector-focused	$67.5M	-11.9%	24 -4	GPRE	2018-12-31
LP Luzich Partners LLCMomentum follower	$53.5M	-42.6%	9 -2	GPRE	2018-12-31

Showing 11,884-11,934 of 13,277 institutions