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.
12 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 26 new positions, 46 positions with more shares reported, 78 positions with fewer shares reported, and 22 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 |
|---|---|---|---|
| $564.2 M0.8% of filing | 672,194 sh | FEWER SHARES | |
SEC issuerTEXAS INSTRS INC | $417.9 M0.6% of filing |
| 1,402,100 sh |
| MORE SHARES |
| $164.1 M0.2% of filing | 889,475 sh | FEWER SHARES |
SEC issuerPETROLEO BRASILEIRO S A | $159.4 M0.2% of filing | 10,886,700 sh | MORE SHARES |
SEC issuerPETROLEO BRASILEIRO S A | $141.9 M0.2% of filing | 8,780,800 sh | MORE SHARES |
| $126.2 M0.2% of filing | 385,678 sh | FEWER SHARES |
| $124.5 M0.2% of filing | 971,788 sh | FEWER SHARES |
| $77.0 M0.1% of filing | 1,665,995 sh | MORE SHARES |
| $74.1 M0.1% of filing | 153,400 sh | MORE SHARES |
SEC issuerEXPEDITORS INTL WASH INC | $69.4 M0.1% of filing | 425,516 sh | MORE SHARES |
| $65.7 M0.1% of filing | 2,092,323 sh | MORE SHARES |
| $62.5 M0.1% of filing | 448,760 sh | FEWER SHARES |
SEC issuerMASCO CORP | $55.6 M0.1% of filing | 683,900 sh | FEWER SHARES |
| $54.9 M0.1% of filing | 617,761 sh | FEWER SHARES |
| $53.8 M0.1% of filing | 1,935,128 sh | FEWER SHARES |
SEC issuerTELEKOMUNIKASI IND | $47.9 M0.1% of filing | 3,563,314 sh | FEWER SHARES |
| $47.4 M0.1% of filing | 626,203 sh | FEWER SHARES |
| $46.5 M0.1% of filing | 574,588 sh | MORE SHARES |
SEC issuerWILLIS LEASE FIN CORP | $45.2 M0.1% of filing | 197,697 sh | FEWER SHARES |
SEC issuerCOMPANHIA DE SANEAMENTO BASI | $43.6 M0.1% of filing | 7,547,490 sh | MORE SHARES |
SEC issuerSOUTHWEST GAS HLDGS INC | $38.9 M0.1% of filing | 438,900 sh | FEWER SHARES |
SEC issuerWASTE MGMT INC DEL | $37.1 M0.1% of filing | 166,400 sh | MORE SHARES |
| $33.6 M0.0% of filing | 260,233 sh | FEWER SHARES |
| $33.2 M0.0% of filing | 1,296,902 sh | FEWER SHARES |
SEC issuerVICTORIAS SECRET AND CO | $32.9 M0.0% of filing | 394,000 sh | NEW THIS QUARTER |