Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Rockefeller Capital Management L.P.

  • MSFT
  • SPY
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
Rockefeller Capital Management L.P.'s Q2 2025 Portfolio
Portfolio Value 42.4 Billion
Stocks 3211
Filing on Aug 14, 2025 Q2 2025

Trace Wealth Advisors, LLC

  • VTI
  • AVUS
  • VEA
  • AVDE
  • AVUV
  • PG
  • AVEM
Trace Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 57
Filing on Aug 14, 2025 Q2 2025

Lighthouse Investment Partners, LLC

  • SPY
  • IWM
  • AMZN
  • AJG
  • C
  • T
  • THG
Lighthouse Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 621
Filing on Aug 14, 2025 Q2 2025

Gould Capital, LLC

  • VEA
  • IEI
  • BND
  • BNDX
  • VWO
  • MSFT
  • GLD
Gould Capital, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 213
Filing on Aug 14, 2025 Q2 2025

Basswood Capital Management, L.L.C.

  • JPM
  • BAC
  • TLT
  • COOP
  • USB
  • WBS
  • PFSI
Basswood Capital Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 115
Filing on Aug 14, 2025 Q2 2025

Makaira Partners LLC

  • CHTR
  • BBWI
  • DPZ
  • CDW
  • LAMR
  • BELFB
  • KMX
Makaira Partners LLC's Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 13
Filing on Aug 14, 2025 Q2 2025

Cable Car Capital LLC

  • PARA
  • WBA
  • CLM
  • CRF
  • SVII
  • PANL
  • HTZWW
Cable Car Capital LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 67
Filing on Aug 14, 2025 Q2 2025

Alamea Verwaltungs Gmb H

  • GLD
  • SPY
  • GBTC
  • SLV
  • IWM
  • XLU
  • RSG
Alamea Verwaltungs Gmb H's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 99
Filing on Aug 14, 2025 Q2 2025

Challenger Wealth Management

  • CGDV
  • CGGR
  • CGUS
  • ARCC
  • AAPL
  • MSFT
  • TSLA
Challenger Wealth Management's Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 109
Filing on Aug 14, 2025 Q2 2025

Pdt Partners, LLC

  • CME
  • RBLX
  • SCCO
  • AM
  • CPNG
  • ELF
  • XP
Pdt Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 676
Filing on Aug 14, 2025 Q2 2025

Clg LLC

  • IVV
  • CVX
  • DLN
  • AAPL
  • CGGR
  • RDVY
  • CGDV
Clg LLC's Q2 2025 Portfolio
Portfolio Value 321 Billion
Stocks 127
Filing on Aug 14, 2025 Q2 2025

Palo Alto Investors LP

  • INSM
  • ACAD
  • BMRN
  • FOLD
  • UTHR
  • BIIB
  • ALNY
Palo Alto Investors LP's Q2 2025 Portfolio
Portfolio Value 442 Million
Stocks 45
Filing on Aug 14, 2025 Q2 2025

Full Sail Capital, LLC

  • IEFA
  • IJH
  • FTEC
  • AVUS
  • VTEB
  • IEMG
  • XLK
Full Sail Capital, LLC's Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 319
Filing on Aug 14, 2025 Q2 2025

Sciencast Management LP

  • MCO
  • TMO
  • NU
  • ABNB
  • SCHW
  • CL
  • CDNS
Sciencast Management LP's Q2 2025 Portfolio
Portfolio Value 454 Million
Stocks 250
Filing on Aug 14, 2025 Q2 2025

Aristeia Capital LLC

  • LBRDK
  • CUK
  • LBRDA
  • CIVI
  • XOP
  • FYBR
  • SPY
Aristeia Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 483
Filing on Aug 14, 2025 Q2 2025

Beaird Harris Wealth Management, LLC

  • DFCF
  • DFSD
  • AVLV
  • VOO
  • AVUV
  • DFUV
  • DUHP
Beaird Harris Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 624
Filing on Aug 14, 2025 Q2 2025

C M Bidwell & Associates LTD

  • IWB
  • BSV
  • VTI
  • IWM
  • IVV
  • VOO
  • GVI
C M Bidwell & Associates LTD's Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 446
Filing on Aug 14, 2025 Q2 2025

Glazer Capital, LLC

  • ESGR
  • SWTX
  • BPMC
  • DNB
  • SKX
  • TGI
  • AZEK
Glazer Capital, LLC's Q2 2025 Portfolio
Portfolio Value 2.8 Billion
Stocks 254