Latest 13F institutional holdings

Arrow Financial Corp has filed its Form 13F-HR, revealing its equity and mutual fund holdings as of December 31, 2025, totaling over $1 billion.

General Electric Co. filed its Form 13F-HR, revealing its equity holdings for the quarter ended December 31, 2025, totaling over $655 million across two companies.

Atlantic Union Bankshares Corp. filed its Q4 2025 Form 13F-HR, revealing over $5.3 billion in managed assets across 3,409 positions.

Mitsubishi UFJ Financial Group (MUFG) has reported a significant holding of 377 million shares in Morgan Stanley, valued at approximately $67 billion, as of December 31, 2025.

BRC Group Holdings, Inc. filed its Form 13F-HR, revealing institutional investment holdings totaling $147.9 million as of September 30, 2025.

BRC Group Holdings, Inc. filed its Form 13F-HR, revealing its equity holdings totaling $88.96 million as of June 30, 2025.

BRC Group Holdings, Inc. filed its Q1 2025 13F-HR report, revealing equity holdings totaling $79.5 million across 23 positions.

Bank of America Corp. filed an amended 13F-HR report, restating its institutional investment holdings for the quarter ended September 30, 2025, totaling over $1.47 trillion.

Principal Financial Group Inc. has filed its quarterly Form 13F-HR, revealing holdings totaling over $195 billion across 4,456 entries as of December 31, 2025.

Truist Financial Corp. has filed its Q4 2025 13F-HR report, revealing $74.996 billion in managed equity assets across 5,167 positions.

Fifth Third Bancorp has filed its Q4 2025 13F-HR report, revealing an investment portfolio totaling $31.48 billion across 2,633 positions.

Citizens Financial Group Inc./RI has filed its Q4 2025 Form 13F-HR, revealing institutional investment holdings totaling approximately $7.46 billion across 1,018 positions.

US Bancorp's latest 13F-HR filing reveals its institutional investment managers' equity holdings totaling over $85 billion as of December 31, 2025.

UBS AG has filed a Form 13F-NT, indicating its investment holdings are reported by its parent entity, UBS Group AG.

Cadence Bank's latest 13F filing reveals its equity portfolio as of December 31, 2025, totaling over $1.7 billion across 594 positions.

United Community Banks Inc. filed a 13F-NT notice, indicating its subsidiary, United Community Bank, reports all investment holdings.

West Bancorporation Inc. filed its Q4 2025 Form 13F-HR, revealing an investment portfolio valued at over $190 million across 98 distinct holdings.

U.S. Global Investors Inc. filed its Form 13F-HR, revealing its equity holdings valued at $933.96 million as of December 31, 2025.

Citizens & Northern Corp filed its Q4 2025 13F-HR report, revealing a total equity portfolio value of over $403 million across 124 positions.

AXIS Capital Holdings Ltd. filed its Q4 2025 13F report, revealing $284.9 million in equity holdings, primarily in broad market ETFs.

Old National Bancorp /IN/ has filed its latest 13F-HR report, revealing a substantial investment portfolio valued at over $6 billion across 1,250 distinct holdings as of December 31, 2025.

M&T Bank Corp has filed its Q4 2025 13F-HR report, revealing a total equity portfolio value of over $31 billion across 13,537 positions.

Regions Financial Corp. has filed its latest 13F-HR report, revealing an institutional investment portfolio valued at over $15.6 billion across 1,013 holdings as of December 31, 2025.

Hennessy Advisors Inc. filed its Form 13F-HR, revealing an institutional investment portfolio valued at over $2.82 billion across 283 equity positions as of December 31, 2025.

First Horizon Corp has filed its Form 13F-HR, detailing its institutional equity holdings totaling over $2.05 billion as of December 31, 2025.

Peoples Financial Services Corp. has filed its Form 13F-HR, revealing its equity holdings valued at over $214 million as of December 31, 2025.

First Bancorp, Inc. /ME/ has filed its Form 13F-HR, detailing its institutional investment holdings totaling over $188 million as of December 31, 2025.

Genworth Financial Inc. has filed its Form 13F-HR, revealing its investment portfolio as of December 31, 2025, totaling $445.8 million across two major ETF holdings.

City Holding Co. filed its Q4 2025 13F-HR, revealing an $812.8 million equity portfolio across 623 holdings, primarily managed with sole investment discretion.

Bar Harbor Bankshares has filed a 13F Notice for the quarter ended December 31, 2025, indicating its holdings are reported by Bar Harbor Wealth Management.