Latest 13F institutional holdings

Bank of New York Mellon Corp discloses its Q2 2025 holdings in a 13F filing with the SEC.

Bank of Montreal's latest 13F filing discloses its substantial equity and convertible bond portfolio, valued at over $213 billion across more than 13,000 positions as of June 30, 2025.

Allstate Corp. filed its Q2 2025 Form 13F-HR, revealing institutional investment holdings totaling over $1.38 billion across 193 securities.

Rakuten Group, Inc. filed its Form 13F-HR, revealing its U.S. equity holdings totaling over $1.62 billion as of June 30, 2025.

Lincoln National Corp has filed its Form 13F-HR, revealing $3.3 billion in equity holdings as of June 30, 2025, primarily in diversified exchange-traded funds.

Hills Bancorporation filed a Form 13F-NT, indicating its investment holdings are reported by an affiliated entity, Hills Bank & Trust Co, for the quarter ended June 30, 2025.

Employers Holdings, Inc. filed a 13F Notice for Q2 2025, indicating its investment holdings are reported by other managers, primarily Neuberger Berman Group LLC.

UNIVEST FINANCIAL Corp filed its Q2 2025 Form 13F-HR, revealing a diverse portfolio of 451 equity holdings valued at over $1.66 billion.

Markel Group Inc. has filed its quarterly Form 13F-HR, revealing an equity portfolio valued at approximately $11.83 billion across 218 distinct holdings as of June 30, 2025.

CVS Health Corp. has filed its Q2 2025 13F report, revealing equity holdings totaling over $190 million, primarily in the SPDR S&P 500 ETF Trust.

General American Investors Co Inc. has filed its Form 13F-HR, revealing its equity holdings valued at over $1.56 billion as of June 30, 2025.

Regeneron Pharmaceuticals, Inc. has filed its Form 13F-HR, revealing its equity holdings totaling over $1.48 billion across four biotechnology and pharmaceutical companies as of June 30, 2025.

American Express Company filed its quarterly Form 13F-HR, revealing its equity portfolio as of June 30, 2025, totaling approximately $994.3 million across two distinct holdings.

Banco Santander, S.A. and its affiliates have filed their Form 13F-HR, revealing a total of 914 investment positions valued at over $10.5 billion as of June 30, 2025.

Alphabet Inc.'s 13F filing reveals significant holdings in various companies, with a total portfolio value of $2,135,229,735 as of June 30, 2025.

NatWest Group plc has filed its Form 13F-HR, detailing its equity holdings valued at over $338 million as of June 30, 2025.

First Business Financial Services, Inc. has filed its quarterly Form 13F-HR, revealing investment holdings totaling over $1.1 billion as of June 30, 2025.

United Community Banks Inc. filed a Form 13F-NT notice, indicating that its investment holdings are reported by its subsidiary, United Community Bank, rather than directly by the parent company.

AlTi Global, Inc. has filed its Form 13F-HR, revealing its institutional investment holdings totaling nearly $4 billion as of June 30, 2025.

Adams Natural Resources Fund, Inc. has filed its Form 13F-HR, revealing institutional investment holdings totaling over $631 million as of June 30, 2025.

Adams Diversified Equity Fund, Inc. filed its quarterly Form 13F-HR, revealing its equity holdings valued at over $2.78 billion as of June 30, 2025.

Citizens & Northern Corp has filed its Form 13F-HR, disclosing its equity holdings totaling $373.65 million across 118 positions as of June 30, 2025.

Cullen/Frost Bankers, Inc. has filed its Form 13F-HR, revealing institutional investment holdings totaling approximately $7.98 billion across 1,298 positions as of June 30, 2025.

Regions Financial Corp, along with its included managers, reported a total of $14.52 billion in managed assets across 1,023 securities as of June 30, 2025, in its latest 13F-HR filing.

AXIS Capital Holdings Ltd. has filed its Form 13F-HR, revealing its investment portfolio as of June 30, 2025, with total holdings valued at $244.9 million.

First Bancorp, Inc. has filed its Form 13F-HR, revealing its institutional equity holdings valued at over $174 million as of June 30, 2025.

Sanofi's latest 13F filing reveals its equity portfolio as of June 30, 2025, totaling over $175 million across ten distinct holdings.

West Bancorporation Inc. has filed its quarterly Form 13F-HR, revealing its institutional investment holdings totaling approximately $158.3 million as of June 30, 2025.

U.S. Global Investors Inc. has filed its quarterly Form 13F-HR, revealing a total investment portfolio valued at over $850 million across 173 distinct holdings as of June 30, 2025.

Horizon Bancorp Inc. has filed its quarterly Form 13F-HR, revealing its equity holdings valued at $198,642 across 216 positions as of June 30, 2025.