Latest 13F institutional holdings
NASDAQ
First Financial Corp /IN/ reports its holdings for the quarter ended March 31, 2025, with a total portfolio value of $206.9 million across 455 holdings.
NYSE
Cannae Holdings' latest 13F filing unveils its investment portfolio as of March 31, 2025, with substantial holdings in Dun & Bradstreet, Paysafe, Alight, System1, and Rapid7.
AMEX
Tompkins Financial Corp's latest 13F filing reveals a diverse portfolio of over $1.04 billion in assets under management as of March 31, 2025.
AMEX
Park National Corp /OH/ reports its Q1 2025 holdings, revealing a diverse portfolio with significant investments in companies like Park National Corporation, NVIDIA, and Apple.
NYSE
Sumitomo Mitsui Financial Group amended its 13F report to include a substantial holding in Jefferies Financial Group, representing approximately 4.5% of the issued and outstanding common shares.
NYSE
13F-HR/A: Bank of America Corp /DE/ Discloses Q3 2024 13F Holdings, Revealing Significant Equity Positions
Bank of America Corp /DE/ files its 13F holdings report for Q3 2024, showcasing its investment positions as of September 30, 2024.
NYSE
13F-HR/A: Bank of America Corp /DE/ Discloses Q1 2024 13F Holdings, Revealing Multi-Billion Dollar Portfolio
Bank of America Corp /DE/ files its Q1 2024 13F holdings report, showcasing a diverse portfolio valued at over $33 billion.
NASDAQ
Fidelity D & D Bancorp Inc. filed its 13F holdings report for the quarter ended December 31, 2024, revealing a total portfolio value of $150.2 million and the addition of new holdings.
NYSE
Globe Life Inc. files an amended 13F holdings report for the quarter ended December 31, 2024, detailing its investments in Vanguard Scottsdale Fds and Vanguard Index Fds.
NYSE
Jefferies Financial Group's latest 13F filing reveals its holdings as of December 31, 2024, totaling over $16.7 billion across 1,551 positions.
NASDAQ
Fidelity D & D Bancorp Inc. discloses its holdings for the quarter ended December 31, 2024, with a total portfolio value of $137.4 million.
OTC.Pink
RSHGY
Resona Holdings INCResona Holdings Inc. reports no holdings for the quarter ending September 30, 2024, in its latest 13F filing.
OTC.Pink
RSHGY
Resona Holdings INCResona Holdings Inc. reports no holdings for the quarter ending March 31, 2024, indicating all holdings are reported by other managers.
OTC.Pink
RSHGY
Resona Holdings INCResona Holdings Inc. reports no holdings for the quarter ended June 30, 2024, in its latest 13F filing.
NYSE
DigitalBridge Group, Inc. reports $1,398,699,009 in total holdings across 155 entries in its Form 13F filing for the quarter ended December 31, 2024.
NYSE
Toronto Dominion Bank's latest 13F filing reveals significant holdings valued at over $63.3 billion as of December 31, 2024, with major positions in technology, finance, and energy sectors.
NASDAQ
Daily Journal Corp's latest 13F filing discloses its equity holdings as of December 31, 2024, with significant investments in Bank of America, Wells Fargo, Alibaba, and US Bancorp.
MidWestOne Financial Group's latest 13F filing discloses its holdings as of December 31, 2024, showcasing a diverse investment portfolio valued at over $712 million.
NASDAQ
Ames National Corp's latest 13F filing reveals $148.5 million in managed securities as of December 31, 2024, showcasing a diverse portfolio of investments.
NYSE
Uber Technologies, Inc. has disclosed its equity holdings as of December 31, 2024, in a Form 13F filing with the SEC, showcasing significant investments in several technology companies.
NYSE
Itau Unibanco Holding S.A. reveals its holdings for the quarter ended December 31, 2024, showcasing a diverse portfolio valued at over $3.2 billion.
NASDAQ
B. Riley Financial, Inc. discloses its holdings as of December 31, 2024, showcasing a diverse portfolio of investments.
NYSE
Arthur J. Gallagher & Co. filed a 13F notice indicating no holdings were reported for the quarter ending December 31, 2024, with all holdings reported by other managers.
NASDAQ
South Plains Financial, Inc. reports its holdings for the quarter ended December 31, 2024, with a total portfolio value of $130.9 million.
NASDAQ
Arrow Financial Corp's latest 13F filing reveals $1.05 billion in managed securities as of December 31, 2024, showcasing significant positions in Vanguard and iShares ETFs, along with major tech companies.
NYSE
Berkley W R Corp's latest 13F filing reveals a diverse portfolio of 154 holdings valued at over $2.5 billion as of December 31, 2024.
Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in BrightSpring Health Services and Cencora, Inc.
NASDAQ
WMT
Walmart INCWalmart Inc.'s recent 13F filing reveals its equity holdings as of December 31, 2024, including significant positions in Symbotic Inc. and Green Dot Corp.
NYSE
Graham Holdings Co reports its holdings as of December 31, 2024, with significant investments in Alphabet, Berkshire Hathaway, Markel Group, and PubMatic.
NYSE
General American Investors Co Inc's latest 13F filing reveals its holdings as of December 31, 2024, with a total portfolio value of $1,440,474,907.