Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 103 new positions, 214 positions with more shares reported, 241 positions with fewer shares reported, and 113 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
| $883.0 M1.2% of filing | 7,568,370 sh | MORE SHARES | |
| $517.8 M0.7% of filing |
| 648,379 sh |
| MORE SHARES |
| $463.8 M0.6% of filing | 829,697 sh | MORE SHARES |
SEC issuerFRANCO NEV CORP | $424.6 M0.6% of filing | 2,036,918 sh | FEWER SHARES |
SEC issuerTAIWAN SEMICONDUCTOR MANUFAC | $405.5 M0.6% of filing | 849,080 sh | MORE SHARES |
| $337.2 M0.5% of filing | 5,122,450 sh | MORE SHARES |
SEC issuerALLISON TRANSMISSION HLDGS I | $218.6 M0.3% of filing | 1,938,997 sh | FEWER SHARES |
SEC issuerINTERCONTINENTAL EXCHANGE IN | $156.3 M0.2% of filing | 1,269,289 sh | NEW THIS QUARTER |
SEC issuerHECLA MINING COMPANY | $150.2 M0.2% of filing | 9,731,400 sh | MORE SHARES |
SEC issuerDANAHER CORP DEL | $144.9 M0.2% of filing | 760,636 sh | MORE SHARES |
| $140.0 M0.2% of filing | 7,606,637 sh | FEWER SHARES |
SEC issuerRIVIAN AUTOMOTIVE INC | $131.9 M0.2% of filing | 7,599,796 sh | FEWER SHARES |
| $126.2 M0.2% of filing | 385,678 sh | FEWER SHARES |
| $115.1 M0.2% of filing | 2,258,696 sh | FEWER SHARES |
| $114.4 M0.2% of filing | 3,364,700 sh | MORE SHARES |
SEC issuerCANADIAN NAT RES LTD MED TER | $113.0 M0.2% of filing | 2,859,500 sh | NEW THIS QUARTER |
SEC issuerVANECK ETF TRUST | $106.0 M0.1% of filing | 1,405,199 sh | MORE SHARES |
SEC issuerNORTHROP GRUMMAN CORP | $103.6 M0.1% of filing | 203,380 sh | MORE SHARES |
| $101.5 M0.1% of filing | 1,566,946 sh | FEWER SHARES |
SEC issuerPAN AMERN SILVER CORP | $101.3 M0.1% of filing | 2,261,697 sh | MORE SHARES |
SEC issuerBAKER HUGHES COMPANY | $90.6 M0.1% of filing | 1,632,140 sh | MORE SHARES |
SEC issuerVANGUARD MUN BD FDS | $89.8 M0.1% of filing | 1,776,200 sh | MORE SHARES |
| $80.2 M0.1% of filing | 6,273,300 sh | MORE SHARES |
| $79.0 M0.1% of filing | 1,140,715 sh | FEWER SHARES |
SEC issuerELEVANCE HEALTH INC FORMERLY | $77.9 M0.1% of filing | 201,373 sh | MORE SHARES |