Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Mirabaud Asset Management LTD

  • MSFT
  • NVDA
  • JPM
  • AMZN
  • GOOGL
  • CME
  • AXP
Mirabaud Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 206 Billion
Stocks 38
Filing on Nov 13, 2025 Q3 2025

North Peak Capital Management, LLC

  • RSP
  • HGV
  • CVNA
  • SCHW
  • PEGA
  • ELV
  • DRVN
North Peak Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Bayview Asset Management, LLC

  • SPY
  • GHLD
  • KRE
  • BANC
  • BHLB
  • JPM
  • HIG
Bayview Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 406 Million
Stocks 72
Filing on Nov 13, 2025 Q3 2025

Pathway Financial Advisers, LLC

  • AVGO
  • JPM
  • EPD
  • ABBV
  • FDVV
  • DUK
  • ETY
Pathway Financial Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 335 Million
Stocks 376
Filing on Nov 13, 2025 Q3 2025

Cloverfields Capital Group, LP

  • TSM
  • GOOG
  • META
  • MSFT
  • GE
  • OTIS
  • NVDA
Cloverfields Capital Group, LP's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 96
Filing on Nov 13, 2025 Q3 2025

Sfmg, LLC

  • ATO
  • PTLC
  • SPHQ
  • GSLC
  • QUS
  • BRK-B
  • AAPL
Sfmg, LLC's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 307
Filing on Nov 13, 2025 Q3 2025

Ilmarinen Mutual Pension Insurance CO

  • SPHY
  • USHY
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • META
Ilmarinen Mutual Pension Insurance CO's Q3 2025 Portfolio
Portfolio Value 13.3 Billion
Stocks 303
Filing on Nov 13, 2025 Q3 2025

Rr Advisors, LLC

  • ET
  • GEL
  • LNG
  • WMB
  • EPD
  • AM
  • KMI
Rr Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 422 Million
Stocks 28
Filing on Nov 13, 2025 Q3 2025

Macquarie Group LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Macquarie Group LTD's Q3 2025 Portfolio
Portfolio Value 83.5 Billion
Stocks 3191
Filing on Nov 13, 2025 Q3 2025

Guide Stone Capital Management, LLC

  • AAPL
Guide Stone Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 74.8 Million
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Scheer, Rowlett & Associates Investment Management Ltd.

  • RY
  • TD
  • CNI
  • TRP
  • BMO
  • BNS
  • RCI
Scheer, Rowlett & Associates Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 32
Filing on Nov 13, 2025 Q3 2025

De Lisle Partners LLP

  • BBW
  • CCJ
  • CLMB
  • COOP
  • STRL
  • HWKN
  • MUSA
De Lisle Partners LLP's Q3 2025 Portfolio
Portfolio Value 814 Billion
Stocks 173
Filing on Nov 13, 2025 Q3 2025

Pcj Investment Counsel Ltd.

  • BBU
  • CAE
  • RY
  • SHOP
  • COF
  • IAG
  • CVNA
Pcj Investment Counsel Ltd.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 64
Filing on Nov 13, 2025 Q3 2025

Gordian Capital Singapore Pte LTD

  • MSFT
  • NVDA
  • SE
  • GOOGL
  • GOOG
  • GS
  • TSM
Gordian Capital Singapore Pte LTD's Q3 2025 Portfolio
Portfolio Value 67.3 Million
Stocks 143
Filing on Nov 13, 2025 Q3 2025

Mfn Partners Management, LP

  • XPO
  • PFSI
  • RXO
  • CNX
  • BHC
  • IE
  • OXYWS
Mfn Partners Management, LP's Q3 2025 Portfolio
Portfolio Value 2.8 Billion
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Sage View Advisory Group, LLC

  • AGG
  • VONG
  • VONV
  • SCHF
  • VXF
  • SCHE
  • IAGG
Sage View Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.9 Trillion
Stocks 643
Filing on Nov 13, 2025 Q3 2025

Winslow Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOG
  • AVGO
Winslow Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 29.9 Billion
Stocks 139
Filing on Nov 13, 2025 Q3 2025

Quartz Partners, LLC

  • NVDA
  • AVGO
  • SPHY
  • AAPL
  • IVV
  • META
  • IDCC
Quartz Partners, LLC's Q3 2025 Portfolio
Portfolio Value 276 Billion
Stocks 178