Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Ray Dalio

Bridgewater Associates, LP
  • SPY
  • IVV
  • NVDA
  • GOOGL
  • IEMG
  • MSFT
  • META
Ray Dalio's Q2 2025 Portfolio
Portfolio Value 23.3 Billion
Stocks 585
Filing on Aug 13, 2025 Q2 2025

Northern Trust Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Northern Trust Corp's Q2 2025 Portfolio
Portfolio Value 709 Billion
Stocks 20680
Filing on Aug 13, 2025 Q2 2025

Centiva Capital, LP

  • IWM
  • HYG
  • MUB
  • SPY
  • NVDA
  • MSFT
  • BABA
Centiva Capital, LP's Q2 2025 Portfolio
Portfolio Value 5.76 Billion
Stocks 1715
Filing on Aug 13, 2025 Q2 2025

Ycg, LLC

  • MSFT
  • MA
  • MCO
  • AMZN
  • MSCI
  • CPRT
  • FICO
Ycg, LLC's Q2 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 36
Filing on Aug 13, 2025 Q2 2025

Texas Capital Bank Wealth Management Services Inc

  • VOO
  • NVDA
  • IEFA
  • AAPL
  • IWR
  • IJH
  • TCBI
Texas Capital Bank Wealth Management Services Inc's Q2 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 358
Filing on Aug 13, 2025 Q2 2025

Texas Capital Bancshares Inc

  • VOO
  • NVDA
  • IEFA
  • AAPL
  • IWR
  • IWB
  • VEA
Texas Capital Bancshares Inc's Q2 2025 Portfolio
Portfolio Value 272 Million
Stocks 138
Filing on Aug 13, 2025 Q2 2025

Rw Investment Management LLC

  • VTI
  • DFIC
  • BSV
  • DFAT
  • VCSH
  • DFEM
  • DFUV
Rw Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 897 Billion
Stocks 120
Filing on Aug 13, 2025 Q2 2025

Natixis Advisors, L.P.

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • AVGO
  • GOOGL
Natixis Advisors, L.P.'s Q2 2025 Portfolio
Portfolio Value 63 Billion
Stocks 2064
Filing on Aug 13, 2025 Q2 2025

Causeway Capital Management LLC

  • CCL
  • DB
  • BABA
  • GOOG
  • TSM
  • C
  • CTSH
Causeway Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 4.29 Billion
Stocks 99
Filing on Aug 13, 2025 Q2 2025

Grantvest Financial Group LLC

  • CSHI
  • SGOV
  • AAPL
  • VOO
  • AMZN
  • MGV
  • JEPI
Grantvest Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 156
Filing on Aug 13, 2025 Q2 2025

Jim Simons

Renaissance Technologies LLC
  • PLTR
  • NVDA
  • HOOD
  • VRSN
  • NFLX
  • EXEL
  • SPOT
Jim Simons's Q2 2025 Portfolio
Portfolio Value 70.6 Billion
Stocks 3522
Filing on Aug 13, 2025 Q2 2025

Hollow Brook Wealth Management LLC

  • GLDM
  • BRK-B
  • MSFT
  • PG
  • CEG
  • PPA
  • JNJ
Hollow Brook Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 339 Million
Stocks 89
Filing on Aug 13, 2025 Q2 2025

Nicolet Advisory Services, LLC

  • SPYV
  • SPYG
  • ITOT
  • AVEM
  • AAPL
  • VEA
  • BRK-B
Nicolet Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 407
Filing on Aug 13, 2025 Q2 2025

Ironwood Investment Management LLC

  • VTI
  • EFA
  • IWM
  • GPI
  • PEGA
  • SHV
  • C
Ironwood Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 167
Filing on Aug 13, 2025 Q2 2025

United American Securities Inc. (D

  • BRK-B
  • AMZN
  • MSFT
  • COST
  • META
  • UBER
  • GOOGL
United American Securities Inc. (D's Q2 2025 Portfolio
Portfolio Value 463 Million
Stocks 15
Filing on Aug 13, 2025 Q2 2025

New South Capital Management Inc

  • AZO
  • VRT
  • ZBRA
  • WCC
  • RPRX
  • EEFT
  • OTEX
New South Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 84
Filing on Aug 13, 2025 Q2 2025

Beutel, Goodman & CO Ltd.

  • TD
  • RY
  • BMO
  • AXP
  • NLOK
  • EBAY
  • QCOM
Beutel, Goodman & CO Ltd.'s Q2 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 176
Filing on Aug 13, 2025 Q2 2025

Geo Wealth Management, LLC

  • VOO
  • IUSB
  • DFAC
  • VV
  • VTI
  • SPDW
  • VTEB
Geo Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 1307