Latest 13F institutional holdings
NYSE
Markel Group Inc. filed its Form 13F-HR, revealing an institutional investment portfolio valued at over $12.5 billion across 205 positions as of December 31, 2025.
NYSE
American Express Company has filed its 13F-HR report, revealing a significant sole holding of over $1.2 billion in Global Business Travel Group, Inc. as of December 31, 2025.
NYSE
AFL
Aflac INCAflac Inc. filed its Form 13F-HR, revealing its equity holdings as of December 31, 2025, totaling $138.7 million across three positions.
NYSE
Associated Banc-Corp filed its quarterly 13F-HR report, revealing $3.91 billion in equity holdings across 333 positions as of December 31, 2025.
NASDAQ
First Business Financial Services, Inc. filed its Q4 2025 13F-HR, revealing an equity portfolio valued at over $1.08 billion across 168 positions.
NYSE
Cullen/Frost Bankers, Inc. filed its quarterly 13F-HR report, revealing institutional investment holdings totaling over $9.09 billion across 1,460 positions as of December 31, 2025.
NYSE
Globe Life Inc. has filed its Form 13F-HR, revealing its equity holdings as of December 31, 2025, totaling $397.8 million across two Vanguard mutual funds.
NYSE
PNC Financial Services Group, Inc. has filed its Q4 2025 Form 13F-HR, detailing its substantial equity and options holdings totaling over $166 billion across 17,135 positions.
NYSE
Kinsale Capital Group, Inc. filed its Form 13F-HR, revealing a diversified investment portfolio valued at over $602 million as of December 31, 2025.
OID
Hills Bancorporation filed a 13F Notice for the quarter ended December 31, 2025, indicating its holdings are reported by Hills Bank & Trust Co.
NASDAQ
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.
NYSE
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.
NYSE
Atlantic Union Bankshares Corp. filed its Q4 2025 Form 13F-HR, revealing over $5.3 billion in managed assets across 3,409 positions.
NYSE
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.
NASDAQ
BRC Group Holdings, Inc. filed its Form 13F-HR, revealing institutional investment holdings totaling $147.9 million as of September 30, 2025.
NASDAQ
BRC Group Holdings, Inc. filed its Form 13F-HR, revealing its equity holdings totaling $88.96 million as of June 30, 2025.
NASDAQ
BRC Group Holdings, Inc. filed its Q1 2025 13F-HR report, revealing equity holdings totaling $79.5 million across 23 positions.
NYSE
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.
NASDAQ
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.
NYSE
Truist Financial Corp. has filed its Q4 2025 13F-HR report, revealing $74.996 billion in managed equity assets across 5,167 positions.
NYSE
Fifth Third Bancorp has filed its Q4 2025 13F-HR report, revealing an investment portfolio totaling $31.48 billion across 2,633 positions.
NYSE
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.
NYSE
US Bancorp's latest 13F-HR filing reveals its institutional investment managers' equity holdings totaling over $85 billion as of December 31, 2025.
NYSE ARCA
AMNA
Ubs AGUBS AG has filed a Form 13F-NT, indicating its investment holdings are reported by its parent entity, UBS Group AG.
CADE
Cadence BankCadence Bank's latest 13F filing reveals its equity portfolio as of December 31, 2025, totaling over $1.7 billion across 594 positions.
NYSE
United Community Banks Inc. filed a 13F-NT notice, indicating its subsidiary, United Community Bank, reports all investment holdings.
NASDAQ
West Bancorporation Inc. filed its Q4 2025 Form 13F-HR, revealing an investment portfolio valued at over $190 million across 98 distinct holdings.
NASDAQ
U.S. Global Investors Inc. filed its Form 13F-HR, revealing its equity holdings valued at $933.96 million as of December 31, 2025.
NASDAQ
Citizens & Northern Corp filed its Q4 2025 13F-HR report, revealing a total equity portfolio value of over $403 million across 124 positions.
NYSE
AXIS Capital Holdings Ltd. filed its Q4 2025 13F report, revealing $284.9 million in equity holdings, primarily in broad market ETFs.