SEC form type
13F-HR· Institutional holdings
Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- Cadence
- Quarterly
- Audience
- investor
New to 13F-HR? Read the plain-English explainer — what it is, who files it, and how to read one.
13F-HR explained →Recent filings · 240 indexed
- Jefferies Financial Group Inc.JEF0001085146-26-000619
- HRT FINANCIAL LP0001475597-26-000199
- Candriam S.C.A.0001537014-26-000008
- Downshift Financial, LLC0002118380-26-000003
- JPMORGAN CHASE & COJPM0000019617-26-000325
- Baer Investment Advisory LLC0001754960-26-000758
- Csenge Advisory Group0001715593-26-000003
- Financial Freedom, LLC0001965484-26-000003
- Socha Financial Group, LLC0001967966-26-000003
- Sollinda Capital Management LLC0002012034-26-000003
- True Link Financial Advisors, LLC0001846236-26-000005
- GreatBanc Trust CO0001427099-26-000005
- COMMONS CAPITAL, LLC0001951757-26-001083
- Family Capital Trust Co0001140361-26-030079
- CORRADO ADVISORS, LLC0001482611-26-000003
- HARTLINE INVESTMENT CORP/0001754960-26-000662
- ES4, LLC0002095578-26-000005
- Steele Capital Management, Inc.0001646695-26-000003
- Alessandra Capital Management, LLC0002085853-26-000891
- Jordan Park Trust Co LLC0002051108-26-000005
- Munich Reinsurance Co Stock Corp in Munich0001019056-26-000118
- PERRYMAN FINANCIAL ADVISORY INC /AD0001214659-26-008887
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-26-000006
- Northwest Wealth Advisors, LLC0002085853-26-000831
- David Kennon Inc0001954126-26-000004
- Q Fund Management (Hong Kong) Ltd0002078832-26-000009
- Accredited Investors Inc.0001518364-26-000004
- BERNZOTT CAPITAL ADVISORS0002000324-26-002951
- BFSG, LLC0001706836-26-000003
- First Citizens Asset Management, Inc.0001964116-26-000017
- AM INVESTMENT STRATEGIES LLC0001818897-26-000003
- Vertex Investment Solutions Co., Ltd.0000898432-26-000484
- Walker Financial Services, Inc.0001172661-26-002621
- Range Financial Group LLC0001928635-26-000004
- First Citizens Asset Management, Inc.0001964116-26-000016
- SALEM INVESTMENT COUNSELORS INC0001420506-26-001221
- Frankly Finances, LLC0002096338-26-000005
- HRT FINANCIAL LP0001475597-26-000032
- JPMORGAN CHASE & COJPM0000019617-26-000212
- Jefferies Financial Group Inc.JEF0000096223-26-000018
- Vertex Investment Solutions Co., Ltd.0000898432-26-000299
- Munich Reinsurance Co Stock Corp in Munich0001019056-26-000084
- GreatBanc Trust CO0001427099-26-000004
- CORRADO ADVISORS, LLC0001482611-26-000002
- Accredited Investors Inc.0001518364-26-000003
- Candriam S.C.A.0001537014-26-000002
- Csenge Advisory Group0001715593-26-000002
- Range Financial Group LLC0001928635-26-000003
- COMMONS CAPITAL, LLC0001951757-26-000761
- Financial Freedom, LLC0001965484-26-000002
- Socha Financial Group, LLC0001967966-26-000002
- BERNZOTT CAPITAL ADVISORS0002000324-26-001790
- Sollinda Capital Management LLC0002012034-26-000002
- Jordan Park Trust Co LLC0002051108-26-000004
- Alessandra Capital Management, LLC0002085853-26-000541
- Alessandra Capital Management, LLC0002085853-26-000542
- ES4, LLC0002095578-26-000004
- Walker Financial Services, Inc.0001172661-26-001556
- Steele Capital Management, Inc.0001646695-26-000002
- BFSG, LLC0001706836-26-000002
- HARTLINE INVESTMENT CORP/0001754960-26-000342
- AM INVESTMENT STRATEGIES LLC0001818897-26-000002
- True Link Financial Advisors, LLC0001846236-26-000002
- David Kennon Inc0001954126-26-000002
- Northwest Wealth Advisors, LLC0002085853-26-000523
- Frankly Finances, LLC0002096338-26-000003
- Downshift Financial, LLC0002118380-26-000002
- Baer Investment Advisory LLC0001754960-26-000332
- Family Capital Trust Co0001140361-26-016620
- PERRYMAN FINANCIAL ADVISORY INC /AD0001214659-26-005044
- Q Fund Management (Hong Kong) Ltd0002078832-26-000006
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-26-000002
- First Citizens Asset Management, Inc.0001964116-26-000002
- SALEM INVESTMENT COUNSELORS INC0001420506-26-000663
- Downshift Financial, LLC0002118380-26-000001
- Financial Freedom, LLC0001965484-26-000001
- PERRYMAN FINANCIAL ADVISORY INC /AD0001214659-26-001667
- Candriam S.C.A.0001537014-26-000001
- ES4, LLC0002095578-26-000002
- GreatBanc Trust CO0001427099-26-000001
- HRT FINANCIAL LP0001475597-26-000004
- CORRADO ADVISORS, LLC0001482611-26-000001
- HARTLINE INVESTMENT CORP/0001754960-26-000160
- Csenge Advisory Group0001715593-26-000001
- Northwest Wealth Advisors, LLC0002085853-26-000214
- Vertex Investment Solutions Co., Ltd.0000898432-26-000084
- Accredited Investors Inc.0001518364-26-000002
- AM INVESTMENT STRATEGIES LLC0001818897-26-000001
- First Citizens Asset Management, Inc.0001964116-26-000001
- BERNZOTT CAPITAL ADVISORS0002000324-26-000391
- Jordan Park Trust Co LLC0002051108-26-000002
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-26-000001
- Socha Financial Group, LLC0001967966-26-000001
- Munich Reinsurance Co Stock Corp in Munich0001019056-26-000014
- True Link Financial Advisors, LLC0001846236-26-000001
- Walker Financial Services, Inc.0001172661-26-000340
- Family Capital Trust Co0001140361-26-002497
- Steele Capital Management, Inc.0001646695-26-000001
- David Kennon Inc0001954126-26-000001
- Frankly Finances, LLC0002096338-26-000001
- BFSG, LLC0001706836-26-000001
- Baer Investment Advisory LLC0001754960-26-000100
- Range Financial Group LLC0001928635-26-000001
- Sollinda Capital Management LLC0002012034-26-000001
- Q Fund Management (Hong Kong) Ltd0002078832-26-000003
- SALEM INVESTMENT COUNSELORS INC0001420506-26-000027
- COMMONS CAPITAL, LLC0001951757-26-000001
- GreatBanc Trust CO0001427099-25-000004
- HRT FINANCIAL LP0001475597-25-000029
- Munich Reinsurance Co Stock Corp in Munich0001019056-25-000238
- Financial Freedom, LLC0001965484-25-000006
- COMMONS CAPITAL, LLC0001951757-25-001395
- David Kennon Inc0001954126-25-000002
- Candriam S.C.A.0001537014-25-000006
- True Link Financial Advisors, LLC0001846236-25-000009
- First Citizens Asset Management, Inc.0001964116-25-000003
- Sollinda Capital Management LLC0002012034-25-000005
- Q Fund Management (Hong Kong) Ltd0002078832-25-000016
- CORRADO ADVISORS, LLC0001482611-25-000006
- Accredited Investors Inc.0001518364-25-000009
- AM INVESTMENT STRATEGIES LLC0001818897-25-000007
- Socha Financial Group, LLC0001967966-25-000006
- Jordan Park Trust Co LLC0002051108-25-000007
- BFSG, LLC0001706836-25-000007
- HARTLINE INVESTMENT CORP/0001754960-25-000721
- Baer Investment Advisory LLC0001754960-25-000723
- Csenge Advisory Group0001715593-25-000005
- BERNZOTT CAPITAL ADVISORS0002000324-25-004014
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-25-000009
- Steele Capital Management, Inc.0001646695-25-000005
- Family Capital Trust Co0001140361-25-039107
- Range Financial Group LLC0001928635-25-000008
- Walker Financial Services, Inc.0001172661-25-004183
- SALEM INVESTMENT COUNSELORS INC0001420506-25-002824
- HRT FINANCIAL LP0001475597-25-000025
- First Citizens Asset Management, Inc.0001667731-25-001131
- Q Fund Management (Hong Kong) Ltd0002078832-25-000003
- Q Fund Management (Hong Kong) Ltd0002078832-25-000004
- Q Fund Management (Hong Kong) Ltd0002078832-25-000005
- Financial Freedom, LLC0001965484-25-000003
- Candriam S.C.A.0001085146-25-004698
- Accredited Investors Inc.0001518364-25-000005
- Sollinda Capital Management LLC0002012034-25-000004
- Csenge Advisory Group0001085146-25-004565
- CORRADO ADVISORS, LLC0001482611-25-000004
- Baer Investment Advisory LLC0001754960-25-000517
- BERNZOTT CAPITAL ADVISORS0001085146-25-004330
- Family Capital Trust Co0001140361-25-027870
- HARTLINE INVESTMENT CORP/0001754960-25-000499
- COMMONS CAPITAL, LLC0001951757-25-000981
- Socha Financial Group, LLC0001967966-25-000004
- Jordan Park Trust Co LLC0002051108-25-000005
- True Link Financial Advisors, LLC0001846236-25-000006
- Steele Capital Management, Inc.0001646695-25-000004
- David Kennon Inc0001085146-25-003899
- BFSG, LLC0001706836-25-000005
- AM INVESTMENT STRATEGIES LLC0001818897-25-000004
- Walker Financial Services, Inc.0001172661-25-002563
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-25-000006
- Range Financial Group LLC0001928635-25-000006
- SALEM INVESTMENT COUNSELORS INC0001420506-25-001475
- HRT FINANCIAL LP0001475597-25-000019
- First Citizens Asset Management, Inc.0001667731-25-000643
- Candriam S.C.A.0001085146-25-003088
- COMMONS CAPITAL, LLC0001951757-25-000539
- Jordan Park Trust Co LLC0002051108-25-000004
- AM INVESTMENT STRATEGIES LLC0001818897-25-000003
- Accredited Investors Inc.0001518364-25-000004
- BERNZOTT CAPITAL ADVISORS0001085146-25-002588
- Csenge Advisory Group0001085146-25-002596
- Baer Investment Advisory LLC0001754960-25-000268
- Walker Financial Services, Inc.0001172661-25-001552
- CORRADO ADVISORS, LLC0001482611-25-000002
- HARTLINE INVESTMENT CORP/0001754960-25-000262
- Family Capital Trust Co0001140361-25-015808
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-25-000005
- Socha Financial Group, LLC0001967966-25-000003
- Sollinda Capital Management LLC0002012034-25-000002
- David Kennon Inc0001085146-25-002244
- True Link Financial Advisors, LLC0001846236-25-000002
- BFSG, LLC0001706836-25-000004
- Financial Freedom, LLC0001965484-25-000002
- SALEM INVESTMENT COUNSELORS INC0001420506-25-000784
- Steele Capital Management, Inc.0001646695-25-000003
- Range Financial Group LLC0001928635-25-000004
- Baer Investment Advisory LLC0001754960-25-000152
- HRT FINANCIAL LP0001475597-25-000010
- Accredited Investors Inc.0001518364-25-000003
- First Citizens Asset Management, Inc.0001667731-25-000256
- Candriam S.C.A.0001085146-25-000874
- Sollinda Capital Management LLC0002035219-25-000002
- Jordan Park Trust Co LLC0002051108-25-000002
- CORRADO ADVISORS, LLC0001482611-25-000001
- Steele Capital Management, Inc.0001646695-25-000001
- BFSG, LLC0001706836-25-000002
- Csenge Advisory Group0001085146-25-000645
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-25-000001
- HARTLINE INVESTMENT CORP/0001754960-25-000081
- Family Capital Trust Co0001140361-25-002189
- Socha Financial Group, LLC0001967966-25-000001
- David Kennon Inc0001085146-25-000422
- AM INVESTMENT STRATEGIES LLC0001818897-25-000001
- COMMONS CAPITAL, LLC0001951757-25-000049
- True Link Financial Advisors, LLC0001846236-25-000001
- Financial Freedom, LLC0001965484-25-000001
- BERNZOTT CAPITAL ADVISORS0001085146-25-000195
- Walker Financial Services, Inc.0001172661-25-000202
- SALEM INVESTMENT COUNSELORS INC0001420506-25-000017
- Range Financial Group LLC0001928635-25-000001
- Candriam S.C.A.0001085146-24-005668
- Csenge Advisory Group0001715593-24-000005
- Zoom Communications, Inc.ZM0001104659-24-116801
- HRT FINANCIAL LP0001475597-24-000018
- Steele Capital Management, Inc.0001646695-24-000008
- Accredited Investors Inc.0001518364-24-000007
- HARTLINE INVESTMENT CORP/0001754960-24-000544
- CORRADO ADVISORS, LLC0001482611-24-000006
- Socha Financial Group, LLC0001967966-24-000007
- Family Capital Trust Co0001140361-24-044490
- AM INVESTMENT STRATEGIES LLC0001818897-24-000004
- Financial Freedom, LLC0001965484-24-000006
- Sollinda Capital Management LLC0002012034-24-000006
- BERNZOTT CAPITAL ADVISORS0001085146-24-005158
- True Link Financial Advisors, LLC0001846236-24-000006
- COMMONS CAPITAL, LLC0001951757-24-001099
- David Kennon Inc0001085146-24-005067
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-24-000006
- Range Financial Group LLC0001928635-24-000005
- BFSG, LLC0001706836-24-000008
- SALEM INVESTMENT COUNSELORS INC0001420506-24-002106
- Walker Financial Services, Inc.0001172661-24-004189
- Zoom Communications, Inc.ZM0001104659-24-087806
- Zoom Communications, Inc.ZM0001104659-24-052962
- ACACIA RESEARCH CORPACTG0000934549-23-000103
- ACACIA RESEARCH CORPACTG0000934549-23-000091
- ACACIA RESEARCH CORPACTG0000934549-23-000063
- GreatBanc Trust CO0001427099-13-000002
- GreatBanc Trust CO0001427099-13-000001
- GreatBanc Trust CO0001427099-12-000006
- GreatBanc Trust CO0001427099-12-000005
Frequently asked
- What is a 13F-HR filing?
- Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- How often is a 13F-HR filed?
- 13F-HR filings are filed on a quarterly cadence.
- Who reads 13F-HR filings?
- 13F-HR filings are primarily relevant to investors and analysts.
- Where can I read 13F-HR filings?
- Every 13F-HR filing is public and filed with the U.S. SEC through EDGAR. SecFilingDex indexes 240 recent 13F-HR filings, each linking back to its original EDGAR source.
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Source: SEC EDGAR. SecFilingDex is independently operated and not affiliated with the U.S. Securities and Exchange Commission. EDGAR is the authoritative source for all filings.
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