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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

QW Research © 2026

Data Collection Status

SEC EDGAR 13F-HR filing collection pipeline. Updated daily.

Companies with Financials7,653SEC fundamentals collected
Database Size221.7 GBedgar schema · all 13F data

Filing Activity

Daily 13F Submissions

Filing Deadline
Overdue
Aug 14, 2026
Current PeriodQ2 2026vs Q1 2026
13F Filings
8,888↓1.8%
prev 9,048
13F-HR Filings
8,780↓0.8%
prev 8,853
Holdings
3,472,530↑2.1%
prev 3,401,911
Total Value
$79.7T↑10.8%
prev $72.0T
Filings Companies
07-08 – 08-18(30d)
05001.0k1.5k2.0k07-0807-1407-2007-2407-3008-0508-1108-17
OctDecAprMayJunJul

Top Institutional Filers

Current collected quarter: 2026-06-30

25 filers
#FundPortfolio ValueHoldingsQ AlphaFiled
ValueQoQCountQoQ
1BlackRock, Inc.$6.7T+17.6%49,968-1.3%+0.6%2026-08-07
2VANGUARD CAPITAL MANAGEMENT LLC$4.7T+17.1%4,092+2.8%—2026-08-13
3STATE STREET CORP$3.4T+16.4%4,177-2.2%+1.0%2026-08-07
4FMR LLC$2.3T+21.4%13,978+5.2%+0.8%2026-08-13
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.2T+17.6%3,141+3.3%—2026-08-13
6MORGAN STANLEY$1.9T+13.9%45,905-0.2%+1.1%2026-08-13
7GEODE CAPITAL MANAGEMENT, LLC$1.9T+16.7%8,470-1.2%+0.3%2026-08-12
8JPMORGAN CHASE & CO$1.8T+16.0%34,064+3.0%+0.3%2026-08-12
9BANK OF AMERICA CORP /DE/$1.6T+13.5%18,318+2.5%+2.7%2026-08-14
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3T+43.7%15,205+2.2%-1.0%2026-08-14
11Invesco Ltd.$1.3T+93.5%23,395-0.7%+2.0%2026-08-14
12JANE STREET GROUP, LLC$1.2T+55.1%14,718-22.8%-0.7%2026-08-14
13GOLDMAN SACHS GROUP INC$1.2T+32.2%14,070+3.6%+1.1%2026-08-14
14NORGES BANK$1.0T—1,617+161600.0%-0.5%2026-08-12
15CITADEL ADVISORS LLC$875.1B+41.5%16,127+3.5%-0.5%2026-08-14
16NORTHERN TRUST CORP$859.8B+13.6%19,568-1.5%+0.8%2026-08-13
17Capital World Investors$846.4B+15.5%637+2.7%+0.3%2026-08-12
18UBS Group AG$786.0B+18.0%23,043+1.2%+1.7%2026-08-13
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$751.3B+14.8%4,441+21.8%+3.2%2026-08-14
20Sixth Street Partners Management Company, L.P.$751.3B+105613.0%4,441+49244.4%-14.6%2026-08-14
21Capital Research Global Investors$716.9B+11.2%426-7.2%+0.3%2026-08-12
22ROYAL BANK OF CANADA$671.5B+17.8%28,169+10.0%+2.7%2026-08-14
23WELLS FARGO & COMPANY/MN$617.4B+16.4%18,984+5.6%+2.2%2026-08-14
24Bank of New York Mellon Corp$609.4B+12.0%33,799+0.2%+1.5%2026-08-06
25WELLINGTON MANAGEMENT GROUP LLP$580.2B+8.3%7,448-0.1%+1.2%2026-08-14

Recent Filings

Filing date: 2026-08-18

22 filings
CIK
2025-09-30Ensign Peak Advisors, Inc0001454984$60.9B1,69713F/A
2025-12-31Ensign Peak Advisors, Inc0001454984$56.6B1,68513F/A
2026-03-31Ensign Peak Advisors, Inc0001454984$53.7B1,70813F/A
2026-06-30Liontrust Investment Partners LLP0001544204$6.8B19713F-HR
2019-06-30Advisors Asset Management, Inc.0001297376$5.6B1,70113F/A
2019-03-31Advisors Asset Management, Inc.0001297376$5.5B1,71613F/A
2019-09-30Advisors Asset Management, Inc.0001297376$5.4B1,72313F/A
2026-06-30NORTH STAR ASSET MANAGEMENT INC0001056559$2.5B46813F-HR
2026-06-30Kimelman & Baird, LLC0001318103$1.4B26113F/A
2026-06-30Fulcrum Asset Management LLP0001353395$1.0B1,03713F-HR
2026-06-30Palo Alto Investors LP0001306923$723.7M5213F/A
2026-06-30MUHLENKAMP & CO INC0001133219$345.3M2813F-HR
2026-06-30CRCM LP0001483234$152.2M1413F/A
2026-06-30CRCM LP0001483234$151.9M1213F/A
2026-06-30BRIDGER MANAGEMENT, LLC0001166309$150.1M2413F-HR
2026-06-30CANNELL CAPITAL LLC0001058854$149.1M3613F-HR
2026-06-30PIN OAK INVESTMENT ADVISORS INC0001094584$140K56413F/A
2019-09-30Advisors Asset Management, Inc.0001297376$2K313F/A
2019-03-31Advisors Asset Management, Inc.0001297376$1K213F/A
2019-06-30Advisors Asset Management, Inc.0001297376$1K213F/A
2026-06-30THOMAS H LEE PARTNERS LP0001260945$0113F-HR
2026-03-31THOMAS H LEE PARTNERS LP0001260945$0113F-HR