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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.

Popular: Avoro Capital Advisors LLC ALPINE WOODS CAPITAL INVESTORS, LLC 12th Street Asset Management Company, LLC &PARTNERS 12 West Capital Management LP

10,058

Managers Tracked

14,339

Companies Mapped

Q2 2026

Latest Filings

Funds Companies
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PLANNING DIRECTIONS INC

CIK: 0000821103 · Latest Q4 2026

Planning Project LLC

CIK: 0002052480 · Latest Q4 2026

Planning Strategies Inc.

CIK: 0002139665 · Latest Q2 2026

Plante Moran Financial Advisors, LLC

CIK: 0001424717 · Latest Q4 2026

PlanVest Financial, Inc

CIK: 0002135239 · Latest Q2 2026

PLANWISER FINANCIAL, LLC

CIK: 0002043741 · Latest Q4 2026

Platform Technology Partners

CIK: 0001830817 · Latest Q4 2026

Platform Wealth Management, LLC

CIK: 0002110622 · Latest Q4 2026

Platinum Equity Advisors, LLC/DE

CIK: 0001803274 · Latest Q4 2026

PLATINUM EQUITY, LLC

CIK: 0001228754 · Latest Q4 2026

PLATINUM INVESTMENT MANAGEMENT LTD

CIK: 0001256071 · Latest Q4 2026

PLATINUM PARAMOUNT INVESTMENT LTD.

CIK: 0002089123 · Latest Q4 2026

Plato Investment Management Ltd

CIK: 0001984475 · Latest Q4 2026

Platt Investment Counsel, LLC

CIK: 0001859195 · Latest Q4 2026

Platt Wealth Management LLC

CIK: 0002109497 · Latest Q4 2026

Platte River Wealth Advisors, LLC

CIK: 0001802013 · Latest Q3 2024

PLIMOTH TRUST CO LLC

CIK: 0001623678 · Latest Q4 2026

Plotkin Financial Advisors, LLC

CIK: 0001826394 · Latest Q4 2026

Plum Street Advisors, LLC

CIK: 0002068236 · Latest Q4 2026

Plus Group Wealth Advisors LLC

CIK: 0002109515 · Latest Q4 2026