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
IU Itau USA Asset Management Inc.Momentum follower	$409.9M	+21.0%	37 +3	SPY	2016-03-31
BG Bip Gp LLCDiversified strategy	$402.5M	—	69	NATIONAL PENN BANCSHARES INC	2016-03-31
FV Flagship Ventures Fund Iv, L.p.Concentrated strategy	$381.8M	—	3	MCRB1EUR	2016-03-31
H& HHG & Company, LLCDiversified strategy	$360.0M	-2.8%	134	KO	2016-03-31
C& Carnick & Kubik, LLCDiversified strategy	$333.7M	+114.2%	1,014 +879	AR	2016-03-31
SA Spectrum Advisory Services IncDiversified strategy	$255.1M	+2.1%	149 -6	VALSPARCOM	2016-03-31
SC Summit Capital Management LLCDiversified strategy	$221.1M	-10.5%	63 -12	MSFT	2016-03-31
HF Hoxton Financial, Inc.Diversified strategy	$194.1M	-5.5%	374 +39	SPSB	2016-03-31
WI WHV Investments, Inc.Diversified strategy	$186.7M	-91.8%	129 -46	CNI	2016-03-31
CG Cleary Gull Holdings Inc.Momentum follower	$147.6M	-13.0%	116 -9	PowerShares CEF Income Composite	2016-03-31
FV Flagship Ventures Fund 2007, L.p.Concentrated strategy	$95.2M	—	4	AGIO	2016-03-31
QG Quality Growth Management, Inc.Sector-focused	$88.9M	-1.8%	24 -2	QCOM	2016-03-31
SC SeaStone Capital Management, L.P.High-turnover trader	$87.2M	-69.8%	10 -9	—	2016-03-31
RC Reynolds Capital Management LLCDiversified strategy	$57.6M	-37.4%	112 -20	—	2016-03-31
IM ISF Management LLCSector-focused	$47.4M	-16.9%	32 -7	MSFT	2016-03-31
NV Norwest Venture Partners IX, LPConcentrated strategy	$41.4M	-21.2%	1	APIGEE CORP	2016-03-31
KC Kr Capital Partners I L PSector-focused	$34.8M	—	13	ASH	2016-03-31
PM Platinum Management (NY) LLCHigh-turnover trader	$16.4M	+143.1%	5	NAVIDEA BIOPHARMACEUTICALS I	2016-03-31
HC Hirzel Capital Management LLCHigh-turnover trader	$15.1M	-97.3%	6 -8	GOOG	2016-03-31
TS TD Securities (USA) LLCConcentrated strategy	$11.0M	-0.7%	505	SPY	2016-03-31
SC Strategic Capital Alternatives LLCHigh-turnover trader	$6.3M	-98.7%	18 -287	VCSH	2016-03-31
GE G.F.W. Energy VII, L.P.High-turnover trader	$1.5M	-79.1%	1	VOO	2016-03-31
ST System Two AdvisorsConcentrated strategy	$73.0K	0.0%	2	SD	2016-03-31
LC LionEye Capital Management LLCHigh-turnover trader	—	—	1 -2	—	2016-03-31
MC MSF Capital, LLCHigh-turnover trader	—	—	1 -19	—	2016-03-31
BR Blue Rock Advisors, Inc.High-turnover trader	—	—	1 -15	—	2016-03-31
NC Nevsky Capital LLPHigh-turnover trader	—	—	1 -5	—	2016-03-31
LC LG Capital Management, LPHigh-turnover trader	—	—	1 -18	—	2016-03-31
SF Santa Fe Partners LLCHigh-turnover trader	—	—	1 -438	—	2016-03-31
SC Sab Capital Management LPHigh-turnover trader	—	—	1	—	2016-03-31
TV Tiger Veda Management LLCHigh-turnover trader	—	—	1 -1	—	2016-03-31
HC Herring Creek Capital Management, LLCHigh-turnover trader	—	—	1 -53	—	2016-03-31
RC Regiment Capital Management LLCLong-term holder	—	—	1	—	2016-03-31
OH Orbis Holdings LTDDiversified strategy	$12.8B	+8.7%	154 +3	NTES	2015-12-31
NR National Rural Electric Cooperative AssociationDiversified strategy	$5.6B	+6.6%	202 +3	BMY	2015-12-31
AM Appaloosa Management LPDiversified strategy	$5.0B	+75.1%	52 +19	SPY	2015-12-31
DC Douglas C. Lane & Associates, Inc.Diversified strategy	$3.7B	+5.0%	227 -17	DAL	2015-12-31
AL Atherton Lane Advisers, LLCDiversified strategy	$1.7B	+7.3%	231 +2	GBDC	2015-12-31
KI Kovitz Investment Group, LLCDiversified strategy	$1.6B	-5.4%	124 +23	BRK-B	2015-12-31
GC Gw Capital IncDiversified strategy	$1.4B	-6.1%	93 +1	CASY	2015-12-31
CC Chubb CORPDiversified strategy	$1.2B	-28.4%	163 -85	TSN	2015-12-31
CC CCMP Capital, LLCConcentrated strategy	$1.1B	-13.9%	3	OLLI	2015-12-31
AC Apex Capital, LLCSector-focused	$937.8M	-10.9%	40 -9	TEVA	2015-12-31
CP Clifton Park Capital Management, LLCMomentum follower	$880.5M	-21.2%	18 -2	MD	2015-12-31
SF Simmons First Trust Co NADiversified strategy	$875.4M	+119.2%	589 +329	SFNC	2015-12-31
SM Stratton Management CoDiversified strategy	$823.7M	-5.7%	215 -9	UPS	2015-12-31
PS Pinnacle Summer Investments, Inc.Sector-focused	$678.2M	+16.0%	1,370 -199	XOM	2015-12-31
BA Bellevue Asset Management AGDiversified strategy	$656.3M	+7.0%	127 -6	CELG	2015-12-31
VF Valley Forge Asset Management, LLCDiversified strategy	$644.6M	+1.6%	101 +3	AEP	2015-12-31
ZA Zenit Asset Management ABMomentum follower	$449.7M	-21.5%	22 -4	YAHOO INC	2015-12-31
TC TAMRO Capital Partners LLCDiversified strategy	$368.9M	-58.1%	55 -42	BANK OF THE OZARKS	2015-12-31

Showing 12,649-12,699 of 13,277 institutions