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
Aflac 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 AG
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.
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.