Latest 13F institutional holdings
NYSE
Truist Financial Corp filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a significant portfolio of publicly traded securities.
NYSE
Old Republic International Corp. disclosed its Q1 2026 holdings, reporting a total portfolio value of $2,516,148 across 53 distinct securities.
NASDAQ
Citizens & Northern Corp files its Q1 2026 13F holdings report, detailing a diverse portfolio of equities and ETFs totaling over $400 million.
NYSE
United Community Banks Inc. has filed a 13F Notice, indicating that its holdings are reported by other affiliated entities.
NASDAQ
Simmons First National Corp. files a 13F Notice for the quarter ended March 31, 2026, indicating no new holdings are reported in this filing.
NASDAQ
West Bancorporation Inc. filed its Q1 2026 Form 13F, detailing a diverse portfolio of publicly traded securities with a total value of over $200 million.
NYSE
Adams Natural Resources Fund, Inc. reports its Q1 2026 holdings, totaling $862.6 million across 54 positions, primarily in energy and materials sectors.
NYSE
Adams Diversified Equity Fund, Inc. disclosed its equity holdings as of March 31, 2026, totaling over $2.8 billion across 99 positions.
NASDAQ
Horizon Bancorp Inc. has filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing its equity investments.
NASDAQ
Hennessy Advisors Inc. filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a portfolio valued at $2,769,080,087.
NASDAQ
Old National Bancorp has filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing its equity investments.
NASDAQ
First Bancorp, Inc. filed its Q1 2026 13F holdings report, detailing a diverse portfolio of 237 equity holdings valued at over $201 million.
NASDAQ
Peoples Financial Services Corp. filed its Q1 2026 Form 13F, reporting a total holdings value of $211,147,199 across 409 positions.
AMEX
Bar Harbor Bankshares filed a Form 13F-NT indicating that its investment holdings are reported by another manager.
NASDAQ
First Merchants Corp discloses its institutional investment portfolio as of March 31, 2026, totaling approximately $2.63 billion in assets.
AMEX
Park National Corp reports a diversified equity portfolio valued at approximately $3.28 billion as of March 31, 2026.
NYSE
Cannae Holdings reports institutional equity holdings totaling $24.55 million as of March 31, 2026.
NASDAQ
Cisco Systems, Inc. disclosed its Q1 2026 13F holdings, revealing significant investments in iShares ETFs and Coreweave Inc.
NASDAQ
Daily Journal Corp. files its Q1 2026 13F holdings report, detailing significant investments in major financial institutions and a prominent tech company.
NASDAQ
CHCO
City Holding COCity Holding Co. has filed its quarterly 13F report, detailing its equity holdings as of March 31, 2026, with a total portfolio value of $799,761,457.
NASDAQ
FNWD
Finward BancorpFinward Bancorp has submitted its quarterly 13F filing, detailing a diverse portfolio of equity holdings valued at over $125 million as of March 31, 2026.
AMEX
Tompkins Financial Corp filed its quarterly 13F holdings report for Q1 2026, detailing a diverse portfolio of 746 holdings valued at over $1.25 billion.
NASDAQ
Orrstown Financial Services Inc. filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a portfolio valued at $597,476,809.
NASDAQ
First Financial Corp. filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a diverse portfolio of 413 equity holdings valued at over $254 million.
NASDAQ
Marex Group plc reported a diverse $4.38 billion investment portfolio for the quarter ended September 30, 2024, featuring significant institutional exposure to Bitcoin ETFs and high-growth technology stocks.
NASDAQ
Marex Group plc discloses its institutional investment holdings for the quarter ended March 31, 2024.
NASDAQ
Marex Group plc discloses its institutional investment holdings as of December 31, 2023, reporting a total portfolio value of approximately $2.54 billion.
NASDAQ
Marex Group discloses its institutional investment portfolio as of September 30, 2023, featuring a diverse range of equity and ETF holdings.
NASDAQ
Marex Group plc discloses its institutional investment holdings as of December 31, 2024, totaling approximately $5.87 billion in managed assets.
NASDAQ
Marex Group plc discloses its institutional investment holdings as of March 31, 2025, reporting a total portfolio value of approximately $5.22 billion.