Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Lido Advisors, LLC

  • SPY
  • SPY
  • SPY
  • BSCQ
  • BSCP
  • AAPL
  • BSCR
Lido Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 24 Billion
Stocks 2791
Filing on May 15, 2025 Q1 2025

Icw Investment Advisors LLC

  • MSFT
  • V
  • AAPL
  • MA
  • LLY
  • COST
  • ORLY
Icw Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 237 Million
Stocks 140
Filing on May 15, 2025 Q1 2025

Apis Capital Advisors, LLC

  • GEO
  • HNRG
  • SIMO
  • GNRC
  • POWL
  • IESC
  • CLBT
Apis Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

Beck Mack & Oliver LLC

  • APO
  • BX
  • AJG
  • MSFT
  • CACC
  • GOOG
  • SCHW
Beck Mack & Oliver LLC's Q1 2025 Portfolio
Portfolio Value 4.37 Billion
Stocks 187
Filing on May 15, 2025 Q1 2025

Royal Bank Of Canada

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • TD
  • RY
  • IVV
Royal Bank Of Canada's Q1 2025 Portfolio
Portfolio Value 458 Billion
Stocks 25563
Filing on May 15, 2025 Q1 2025

Steadfast Capital Management LP

  • ROST
  • KR
  • META
  • HUM
  • PLNT
  • BSX
  • AMZN
Steadfast Capital Management LP's Q1 2025 Portfolio
Portfolio Value 3.37 Billion
Stocks 56
Filing on May 15, 2025 Q1 2025

Glen Eagle Advisors, LLC

  • DGRW
  • RSP
  • SPY
  • BKAG
  • BUFT
  • MSFT
  • NVDA
Glen Eagle Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 1080
Filing on May 15, 2025 Q1 2025

Kohlberg Kravis Roberts & Co. L.P.

  • HSIC
  • BBIO
  • BV
  • KREF
  • MSGS
  • BHC
  • FSK
Kohlberg Kravis Roberts & Co. L.P.'s Q1 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 77
Filing on May 15, 2025 Q1 2025

Spyglass Capital Management LLC

  • AFRM
  • SG
  • FOUR
  • SNOW
  • APP
  • MEDP
  • KNSL
Spyglass Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 25
Filing on May 15, 2025 Q1 2025

Greenhouse Funds Lllp

  • NCR
  • SRAD
  • MCW
  • BILL
  • AVDX
  • FLR
  • CHEF
Greenhouse Funds Lllp's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 39
Filing on May 15, 2025 Q1 2025

Moneta Group Investment Advisors LLC

  • SCHX
  • IEMG
  • VTV
  • VUG
  • VV
  • IVV
  • SCHM
Moneta Group Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 7.15 Billion
Stocks 669
Filing on May 15, 2025 Q1 2025

Glenmede Trust CO Na

  • VOO
  • AAPL
  • MSFT
  • IJR
  • SPY
  • JPM
  • AMZN
Glenmede Trust CO Na's Q1 2025 Portfolio
Portfolio Value 18.2 Billion
Stocks 2630
Filing on May 15, 2025 Q1 2025

Gwn Securities Inc.

  • SPY
  • IVV
  • QQQ
  • NVDA
  • AAPL
  • VHT
  • AMZN
Gwn Securities Inc.'s Q1 2025 Portfolio
Portfolio Value 1.77 Trillion
Stocks 689
Filing on May 15, 2025 Q1 2025

Siena Capital Partners Gp, LLC

  • FCNCA
  • PLBC
  • OVLY
  • EXSR
  • TSBK
  • WTFC
  • ORPB
Siena Capital Partners Gp, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 108
Filing on May 15, 2025 Q1 2025

Old Well Partners, LLC

  • MELI
  • AMZN
  • GOOG
  • KKR
  • BRK-B
Old Well Partners, LLC's Q1 2025 Portfolio
Portfolio Value 4.55 Billion
Stocks 5
Filing on May 15, 2025 Q1 2025

Wealth Watch Advisors, Inc

  • QQH
  • CWB
  • LGH
  • VOO
  • QQQ
  • BUFR
  • ILDR
Wealth Watch Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 68
Filing on May 15, 2025 Q1 2025

Khrom Capital Management LLC

  • HCI
  • BERY
  • SYF
  • SNX
  • THC
  • UAL
  • ACHC
Khrom Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 725 Million
Stocks 16
Filing on May 15, 2025 Q1 2025

Northern Right Capital Management, L.P.

  • NWSA
  • APO
  • NRZ
  • IAC
  • TPB
  • ARES
  • PINS
Northern Right Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 23