SEC form type
13F-HR/A· Institutional holdings
Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- Cadence
- Quarterly
- Audience
- investor
New to 13F-HR/A? Read the plain-English explainer — what it is, who files it, and how to read one.
13F-HR/A explained →Recent filings · 86 indexed
- Sowell Financial Services LLC0001633697-26-000007
- Curry Webb Wealth Management LLC0002060114-26-000008
- Canoe Financial LP0001908219-26-000011
- Base Wealth Management LLC0002083977-26-000008
- Urban Wealth Management, LLC0002085853-26-001257
- CAZ INVESTMENTS LP0001159363-26-000012
- Blackstone Inc.BX0001193125-26-419075
- Blackstone Inc.BX0001193125-26-419098
- Blackstone Inc.BX0001193125-26-419121
- TILIA FIDUCIARY PARTNERS, INC.0001910210-26-000005
- Elm Partners Management LLC0001172661-26-004417
- Elm Partners Management LLC0001172661-26-004419
- Elm Partners Management LLC0001172661-26-004420
- Elm Partners Management LLC0001172661-26-004421
- Elm Partners Management LLC0001172661-26-004422
- PHOENIX ASSET MANAGEMENT PARTNERS Ltd0001685660-26-000021
- PHOENIX ASSET MANAGEMENT PARTNERS Ltd0001685660-26-000022
- Advus Financial Partners, LLC0002150676-26-000040
- Advus Financial Partners, LLC0002150676-26-000041
- Advus Financial Partners, LLC0002150676-26-000042
- Advus Financial Partners, LLC0002150676-26-000043
- Advus Financial Partners, LLC0002150676-26-000044
- Greenwich Wealth Management LLC0001439805-26-000006
- OP Asset Management Ltd0002097005-26-000012
- OP Asset Management Ltd0002097005-26-000013
- QRG CAPITAL MANAGEMENT, INC.0001214659-26-011900
- Envestnet Portfolio Solutions, Inc.0001214659-26-011902
- ENVESTNET ASSET MANAGEMENT INC0001214659-26-011925
- PENSIOENFONDS RAIL & OV0001218761-26-000009
- PENSIOENFONDS RAIL & OV0001218761-26-000010
- PENSIOENFONDS RAIL & OV0001218761-26-000011
- PENSIOENFONDS RAIL & OV0001218761-26-000012
- PENSIOENFONDS RAIL & OV0001218761-26-000013
- True Link Financial Advisors, LLC0001846236-26-000006
- Family Capital Trust Co0001140361-26-030215
- Frankly Finances, LLC0002096338-26-000007
- JPMORGAN CHASE & COJPM0000019617-26-000225
- Candriam S.C.A.0001537014-26-000003
- First Citizens Asset Management, Inc.0001964116-26-000015
- Family Capital Trust Co0001140361-26-017710
- PERRYMAN FINANCIAL ADVISORY INC /AD0001214659-26-005219
- SALEM INVESTMENT COUNSELORS INC0001420506-26-000766
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-26-000003
- Baer Investment Advisory LLC0001754960-26-000346
- True Link Financial Advisors, LLC0001846236-26-000003
- Q Fund Management (Hong Kong) Ltd0002078832-26-000008
- Frankly Finances, LLC0002096338-26-000002
- First Citizens Asset Management, Inc.0001964116-26-000008
- First Citizens Asset Management, Inc.0001964116-26-000009
- First Citizens Asset Management, Inc.0001964116-26-000010
- First Citizens Asset Management, Inc.0001964116-26-000011
- First Citizens Asset Management, Inc.0001964116-26-000012
- First Citizens Asset Management, Inc.0001964116-26-000013
- First Citizens Asset Management, Inc.0001964116-26-000014
- Baer Investment Advisory LLC0001754960-25-000552
- SALEM INVESTMENT COUNSELORS INC0001420506-25-001476
- Accredited Investors Inc.0001518364-24-000008
- BFSG, LLC0001706836-24-000002
- BERNZOTT CAPITAL ADVISORS0001398344-22-024851
- Family Capital Trust Co0001140361-22-041727
- Candriam S.C.A.0001085146-20-000406
- Candriam S.C.A.0001085146-20-000407
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-18-000010
- HRT FINANCIAL LP0001475597-18-000017
- HARTLINE INVESTMENT CORP/0000945625-18-000003
- SALEM INVESTMENT COUNSELORS INC0001420506-15-000642
- SALEM INVESTMENT COUNSELORS INC0001420506-15-000644
- Accredited Investors Inc.0001518364-15-000008
- CORRADO ADVISORS, LLC0001482611-15-000026
- CORRADO ADVISORS, LLC0001482611-15-000027
- CORRADO ADVISORS, LLC0001482611-15-000028
- CORRADO ADVISORS, LLC0001482611-15-000022
- CORRADO ADVISORS, LLC0001482611-15-000024
- CORRADO ADVISORS, LLC0001482611-15-000025
- CORRADO ADVISORS, LLC0001482611-15-000018
- CORRADO ADVISORS, LLC0001482611-15-000019
- Candriam S.C.A.0001164691-15-000105
- Candriam S.C.A.0001164691-15-000107
- Family Capital Trust Co0001140361-15-017122
- BERNZOTT CAPITAL ADVISORS0001260468-15-000006
- Accredited Investors Inc.0001518364-13-000004
- HARTLINE INVESTMENT CORP/0000945625-08-000014
- BERNZOTT CAPITAL ADVISORS0001260468-08-000010
- BERNZOTT CAPITAL ADVISORS0001260468-08-000004
- Family Capital Trust Co0001123320-05-000012
- SALEM INVESTMENT COUNSELORS INC0000884423-03-000030
Frequently asked
- What is a 13F-HR/A filing?
- Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- How often is a 13F-HR/A filed?
- 13F-HR/A filings are filed on a quarterly cadence.
- Who reads 13F-HR/A filings?
- 13F-HR/A filings are primarily relevant to investors and analysts.
- Where can I read 13F-HR/A filings?
- Every 13F-HR/A filing is public and filed with the U.S. SEC through EDGAR. SecFilingDex indexes 86 recent 13F-HR/A 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.
Sister property: HoldLens — applied-analysis surface for tracked superinvestors. Where SecFilingDex catalogs every filing, HoldLens reads the 13F-HR/A filings of 30 tracked managers on a −100..+100 ConvictionScore.