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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.

Related: SEC Filings Top 13F Buys Top 13F Sells
CompanyHoldings Value# of HoldingsReporting Period
End Date		Filing DateView
Nordea Investment Management Ab$95.58B2,486 12/31/2024 1/6/2025
Assenagon Asset Management S.A.$62.00B1,306 12/31/2024 1/14/2025
Wealth Enhancement Advisory Services, LLC$49.49B2,814 12/31/2024 1/10/2025
Nisa Investment Advisors, LLC$25.79B3,132 12/31/2024 1/17/2025
Fort Washington Investment Advisors Inc /Oh/$16.75B435 12/31/2024 1/17/2025
Czech National Bank$10.80B503 12/31/2024 1/13/2025
Hb Wealth Management, LLC$9.79B1,076 12/31/2024 1/15/2025
Churchill Management Corp$9.16B164 12/31/2024 1/14/2025
Sarasin & Partners LLP$9.06B62 12/31/2024 1/16/2025
Gateway Investment Advisers LLC$8.99B486 12/31/2024 1/15/2025
Perpetual Ltd$8.52B663 12/31/2024 1/17/2025
Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust$8.28B21 12/31/2024 1/13/2025
Riverbridge Partners LLC$7.33B179 12/31/2024 1/17/2025
Confluence Investment Management LLC$7.21B359 12/31/2024 1/2/2025
Douglas Lane & Associates, LLC$7.09B234 12/31/2024 1/8/2025
Artemis Investment Management LLP$7.02B202 12/31/2024 1/16/2025
Bartlett & Co. Wealth Management LLC$6.89B1,129 12/31/2024 1/17/2025
Brookstone Capital Management$6.87B989 12/31/2024 1/13/2025
Greenhaven Associates Inc$6.76B24 12/31/2024 1/17/2025
Alaska Permanent Fund Corp$6.74B787 12/31/2024 1/14/2025
Umb Bank, N.A.$6.32B2,930 12/31/2024 1/16/2025
Canoe Financial Lp$6.14B98 12/31/2024 1/15/2025
Ballentine Partners, LLC$5.84B1,943 12/31/2024 1/16/2025
Rothschild & Co Wealth Management Uk Ltd$5.69B31 12/31/2024 1/17/2025
Merit Financial Group, LLC$5.57B1,152 12/31/2024 1/15/2025
Wedge Capital Management L L P/Nc$5.55B508 12/31/2024 1/15/2025
Japan Post Holdings Co., Ltd.$5.41B1 12/31/2024 1/16/2025
Eastern Bank$5.38B1,361 12/31/2024 1/13/2025
Guinness Asset Management Ltd$5.32B106 12/31/2024 1/16/2025
Cliftonlarsonallen Wealth Advisors, LLC$5.16B190 12/31/2024 1/14/2025
Miracle Mile Advisors, LLC$4.93B633 12/31/2024 1/13/2025
Capital Investment Advisors, LLC$4.91B670 12/31/2024 1/13/2025
Pure Financial Advisors, LLC$4.40B349 12/31/2024 1/16/2025
Donor Advised Charitable Giving, Inc.$4.40B40 12/31/2024 1/16/2025
Dakota Wealth Management$4.35B748 12/31/2024 1/17/2025
Diversified Trust Co$4.10B1,112 12/31/2024 1/7/2025
Hamlin Capital Management, LLC$4.04B26 12/31/2024 1/16/2025
Orgel Wealth Management, LLC$3.83B86 12/31/2024 1/15/2025
Rpoa Advisors, Inc.$3.70B8 12/31/2024 1/15/2025
Wealthcare Advisory Partners LLC$3.60B887 12/31/2024 1/15/2025
Massmutual Private Wealth & Trust, Fsb$3.56B2,334 12/31/2024 1/16/2025
Argent Capital Management LLC$3.54B158 12/31/2024 1/14/2025
Carnegie Investment Counsel$3.48B456 12/31/2024 1/15/2025
Mutual Advisors, LLC$3.46B1,084 12/31/2024 1/17/2025
Boston Common Asset Management, LLC$3.43B322 12/31/2024 1/15/2025
Ritholtz Wealth Management$3.40B853 12/31/2024 1/15/2025
Avanza Fonder Ab$3.37B788 12/31/2024 1/15/2025
Hennessy Advisors, Inc. stock logo
Hennessy Advisors
$3.36B306 12/31/2024 1/15/2025
Annex Advisory Services, LLC$3.32B311 12/31/2024 1/16/2025
Northcrest Asset Manangement, LLC$3.31B552 12/31/2024 1/10/2025
Sanibel Captiva Trust Company, Inc.$3.13B667 12/31/2024 1/15/2025
Perfromance Wealth Partners, LLC$3.11B185 12/31/2024 1/17/2025
First Hawaiian Bank$3.08B1,246 12/31/2024 1/8/2025
Salem Investment Counselors Inc$3.05B1,204 12/31/2024 1/13/2025
Cardinal Capital Management, Inc.$2.94B69 12/31/2024 1/17/2025
Wesbanco Bank Inc$2.93B1,213 12/31/2024 1/17/2025
Cohen Klingenstein LLC$2.92B207 12/31/2024 1/15/2025
Ameritas Advisory Services, LLC$2.90B872 12/31/2024 1/15/2025
Meyer Handelman Co$2.89B279 12/31/2024 1/14/2025
Addenda Capital Inc.$2.83B123 12/31/2024 1/16/2025
Burney Co/$2.83B632 12/31/2024 1/14/2025
Advisory Alpha, LLC$2.81B437 12/31/2024 1/17/2025
Portman Square Capital LLP$2.79B248 12/31/2024 1/16/2025
Aspiriant, LLC$2.77B288 12/31/2024 1/16/2025
Avior Wealth Management, LLC$2.73B2,582 12/31/2024 1/17/2025
Park National Co. stock logo
Park National
$2.73B461 12/31/2024 1/8/2025
Apella Capital, LLC$2.61B341 12/31/2024 1/14/2025
Yarbrough Capital, LLC$2.60B190 12/31/2024 1/15/2025
Reinhart Partners, LLC.$2.60B78 12/31/2024 1/13/2025
Fulton Bank, N.A.$2.59B1,111 12/31/2024 1/8/2025
Zwj Investment Counsel Inc$2.42B222 12/31/2024 1/16/2025
Daymark Wealth Partners, LLC$2.37B493 12/31/2024 1/17/2025
Daymark Wealth Partners, LLC$2.37B493 12/31/2024 1/17/2025
Pallas Capital Advisors LLC$2.34B582 12/31/2024 1/13/2025
Beacon Investment Advisory Services, Inc.$2.31B250 12/31/2024 1/17/2025
Covea Finance$2.22B106 12/31/2024 1/14/2025
Hennion & Walsh Asset Management, Inc.$2.21B851 12/31/2024 1/15/2025
St Germain D J Co Inc$2.20B837 12/31/2024 1/10/2025
Alpha Cubed Investments, LLC$2.19B267 12/31/2024 1/17/2025
Advance Capital Management, Inc.$2.18B153 12/31/2024 1/6/2025
Dixon Mitchell Investment Counsel Inc.$2.16B115 12/31/2024 1/15/2025
Chesley Taft & Associates LLC$2.15B326 12/31/2024 1/17/2025
Trust Co Of Vermont$2.06B1,331 12/31/2024 1/15/2025
Cwa Asset Management Group, LLC$1.98B559 12/31/2024 1/6/2025
Atomi Financial Group, Inc.$1.98B971 12/31/2024 1/17/2025
Rockland Trust Co$1.97B485 12/31/2024 1/14/2025
Wedmont Private Capital$1.90B701 12/31/2024 1/13/2025
Ami Asset Management Corp$1.88B92 12/31/2024 1/17/2025
Fifth Third Wealth Advisors LLC$1.84B722 12/31/2024 1/14/2025
Arkadios Wealth Advisors$1.83B940 12/31/2024 1/15/2025
Diversify Advisory Services, LLC$1.81B612 12/31/2024 1/16/2025
Transform Wealth, LLC$1.80B262 12/31/2024 1/17/2025
Seilern Investment Management Ltd$1.75B21 12/31/2024 1/16/2025
Zhang Financial LLC$1.75B295 12/31/2024 1/16/2025
Acropolis Investment Management, LLC$1.69B301 12/31/2024 1/14/2025
Mogy Joel R Investment Counsel Inc$1.68B110 12/31/2024 1/17/2025
Simon Quick Advisors, LLC$1.67B492 12/31/2024 1/17/2025
Truwealth Advisors, LLC$1.66B163 12/31/2024 1/15/2025
Graypoint LLC$1.65B514 12/31/2024 1/10/2025
Lmcg Investments, LLC$1.63B319 12/31/2024 1/16/2025
SEC Filings and Trading Data