Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 17, 2025 Q3 2025

Palisade Asset Management, LLC

  • MSFT
  • AAPL
  • ORCL
  • ABT
  • IBM
  • UNH
  • HD
Palisade Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 701
Filing on Nov 17, 2025 Q3 2025

Conservest Capital Advisors, Inc.

  • SPY
  • XLK
  • MDY
  • XLV
  • JIRE
  • IWB
  • XLP
Conservest Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 126
Filing on Nov 17, 2025 Q3 2025

Jacobs Levy Equity Management, Inc

  • NVDA
  • AAPL
  • MSFT
  • META
  • GOOG
  • BKNG
  • QCOM
Jacobs Levy Equity Management, Inc's Q3 2025 Portfolio
Portfolio Value 23.9 Billion
Stocks 953
Filing on Nov 17, 2025 Q3 2025

Fsa Wealth Management LLC

  • IWF
  • IVV
  • IWD
  • VEA
  • IWP
  • IWS
  • IWO
Fsa Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 323 Million
Stocks 581
Filing on Nov 17, 2025 Q3 2025

Kestra Investment Management, LLC

  • IUSV
  • SPYG
  • IUSB
  • VEU
  • QUAL
  • VO
  • DFIV
Kestra Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.73 Trillion
Stocks 433
Filing on Nov 17, 2025 Q3 2025

Vivaldi Capital Management LP

  • AAPL
  • SPLG
  • NVDA
  • BK
  • AMAT
  • GOOGL
  • BWA
Vivaldi Capital Management LP's Q3 2025 Portfolio
Portfolio Value 689 Million
Stocks 279
Filing on Nov 17, 2025 Q3 2025

Meteora Capital, LLC

  • IVCB
  • MBB
  • FYBR
  • NRZ
  • MBB
  • CYBR
  • MRUS
Meteora Capital, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 321
Filing on Nov 17, 2025 Q3 2025

First Trust Capital Management L.P.

  • VRNA
  • VBTX
  • COOP
  • CYBR
  • EA
  • ARIS
  • K
First Trust Capital Management L.P.'s Q3 2025 Portfolio
Portfolio Value 605 Million
Stocks 123
Filing on Nov 17, 2025 Q3 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • GOOG
  • SCHW
  • V
  • MEDP
Francois Rochon's Q3 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 52
Filing on Nov 17, 2025 Q3 2025

Central Asset Investments & Management Holdings (Hk) LTD

  • NVDA
  • TSM
  • XPEV
  • KC
  • VST
  • STX
  • PDD
Central Asset Investments & Management Holdings (Hk) LTD's Q3 2025 Portfolio
Portfolio Value 129 Million
Stocks 60
Filing on Nov 17, 2025 Q3 2025

Great West Life Assurance CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Great West Life Assurance CO 's Q3 2025 Portfolio
Portfolio Value 69.9 Billion
Stocks 2132
Filing on Nov 17, 2025 Q3 2025

Caxton Associates LLP

  • TSLA
  • AAPL
  • SPY
  • MSFT
  • AMZN
  • INTC
  • UEC
Caxton Associates LLP's Q3 2025 Portfolio
Portfolio Value 4.11 Billion
Stocks 676
Filing on Nov 17, 2025 Q3 2025

Morningstar Investment Management LLC

  • GOVT
  • NVDA
  • MSFT
  • AAPL
  • VTI
  • META
  • SPSM
Morningstar Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 2.72 Billion
Stocks 471
Filing on Nov 17, 2025 Q3 2025

Oberweis Asset Management Inc

  • CRDO
  • LITE
  • RMBS
  • AMBA
  • AAOI
  • EHC
  • FTDR
Oberweis Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 183
Filing on Nov 14, 2025 Q3 2025

Connective Capital Management, LLC

  • QQQ
  • ISRG
  • AVGO
  • MSFT
  • QLD
  • AAPL
  • IWO
Connective Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 73
Filing on Nov 14, 2025 Q3 2025

Castleark Management LLC

  • NVDA
  • MSFT
  • META
  • AAPL
  • GOOGL
  • AMZN
  • SPIB
Castleark Management LLC's Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 284
Filing on Nov 14, 2025 Q3 2025

Adelante Capital Management LLC

  • WELL
  • PLD
  • EQIX
  • SPG
  • DLR
  • O
  • PSA
Adelante Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 43
Filing on Nov 14, 2025 Q3 2025

Krensavage Asset Management, LLC

  • UTHR
  • ENTA
  • JAZZ
  • BMRN
  • EXEL
  • SUPN
  • SNY
Krensavage Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 17