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13F Intelligence

Follow the smart money

Explore quarterly SEC 13F filings — holdings, sector tilts and position changes across thousands of institutional managers.

10,058

Managers Tracked

14,339

Companies Mapped

Q2 2026

Latest Filings

Philip James Wealth Mangement, LLC

CIK: 0002002630 · Latest Q4 2026

Phillip James Consulting Co.

CIK: 0002111830 · Latest Q4 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC

CIK: 0001350660 · Latest Q4 2026

Phillips Wealth Planners LLC

CIK: 0001962628 · Latest Q4 2026

PhiloSmith Capital Corp

CIK: 0001942361 · Latest Q4 2026

Philosophy Capital Management LLC

CIK: 0001869199 · Latest Q4 2026

Phocas Financial Corp.

CIK: 0001356783 · Latest Q4 2026

PHOENIX ASSET MANAGEMENT PARTNERS Ltd

CIK: 0001685660 · Latest Q2 2026

Phoenix Holdings Ltd.

CIK: 0001679543 · Latest Q4 2026

Phoenix Wealth Advisors

CIK: 0001842362 · Latest Q4 2026

Phraction Management LLC

CIK: 0001907803 · Latest Q4 2026

Physician Wealth Advisors, Inc.

CIK: 0001795173 · Latest Q4 2026

Physician Wealth Solutions Inc.

CIK: 0002007116 · Latest Q4 2026

PHYSICIANS FINANCIAL SERVICES, INC.

CIK: 0001665518 · Latest Q4 2026

PICKERING ENERGY PARTNERS LP

CIK: 0001979670 · Latest Q4 2026

Pictet Asset Management Holding SA

CIK: 0001993888 · Latest Q4 2026

PICTET BANK & TRUST Ltd

CIK: 0001535631 · Latest Q4 2026

Pictet North America Advisors SA

CIK: 0001599576 · Latest Q4 2026

PICTON MAHONEY ASSET MANAGEMENT

CIK: 0001539041 · Latest Q4 2026

Piedmont Capital Management, LLC

CIK: 0001656150 · Latest Q4 2026