Top 10 Section 13(f) Securities by Aggregate 13F-Reported Position Value
PlainFundData ranks Section 13(f) securities by aggregate dollar value of positions reported across all 13F-HR institutional filers. The ranking shows where US institutional capital concentrates by dollar exposure.
Research period:
Research question
Across the Section 13(f) securities tracked by PlainFundData, which carry the largest aggregate position values across all 13F-HR institutional filers, and how do those aggregate values relate to the number of institutional holders and aggregate share counts?
Methodology
This ranking sorts every tracked security by aggregate reported dollar value and shows the top 10. Every figure comes straight from PlainFundData's current dataset, none of it is hardcoded, and the numbers update automatically whenever a new U.S. Securities and Exchange Commission filing batch is processed.
Reported dollar values are abbreviated to billions or millions; SEC Form 13F values filed after 2023 are reported to the nearest dollar, and counts are shown with thousand-separators.
This ranking reflects the most recent SEC filing data on record, and updates within hours whenever a new batch is processed. The methodology page documents the full data pipeline, source vintage, and how each column is derived.
Coverage and exclusions: securities with no reported value are excluded from this ranking rather than shown as zero. The U.S. Securities and Exchange Commission occasionally suppresses values for reasons of confidentiality, sample size, or quality control; those rows are excluded by design. If the underlying source later revises a value, the revised figure appears automatically the next time the data is refreshed.
Outliers are shown as published, without silent adjustment. Follow the source link on each row for context. For perspective beyond the top 10, the summary above anchors this ranking against the full tracked population, and a companion ranking on a related metric lets you compare how the same securities perform across different measures.
PlainFundData publishes its full methodology and source registry, and every figure here traces back to the original SEC filing via the entity link on each row, so you can verify any number directly against the public source.
See the methodology page for the complete data pipeline, source vintage, and how each figure is derived.
Top 10 Section 13(f) Securities by Aggregate 13F-Reported Position Value
Live data: reflects the current SEC 13F-HR filing snapshot
The ranked top 10
Every row below reflects the current top-10 ranking. Reload the page any time to see the latest figures once new filings are processed.
| # | Security | Aggregate 13F value (USD, reported) | Distinct 13F filers holding | Latest quarter |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | $8.8B | 3 | 2025-09-30 |
| 2 | INVESCO QQQ TR | $4.4B | 4 | 2025-09-30 |
| 3 | NVIDIA CORPORATION | $4.2B | 3 | 2025-09-30 |
| 4 | INVESCO QQQ TR | $3.9B | 4 | 2025-09-30 |
| 5 | APPLE INC | $3.3B | 3 | 2025-09-30 |
| 6 | MICROSOFT CORP | $2.6B | 2 | 2025-09-30 |
| 7 | NVIDIA CORPORATION | $2.2B | 40 | 2025-12-31 |
| 8 | NVIDIA CORPORATION | $2.0B | 3 | 2025-09-30 |
| 9 | ISHARES TR | $1.9B | 1 | 2025-09-30 |
| 10 | MICROSOFT CORP | $1.9B | 44 | 2025-12-31 |
Source: U.S. Securities and Exchange Commission, SEC EDGAR 13F-HR Institutional Investment Manager Filings. Values reflect the current dataset, refreshed as new SEC filings are processed. U.S. Securities and Exchange Commission, SEC EDGAR 13F-HR Institutional Investment Manager Filings. Values reflect the current dataset, refreshed as new SEC filings are processed.
Findings
Top entity in the ranking
The top-ranked security is SPDR S&P 500 ETF TR, with an aggregate reported 13F value of $8.8B. The full top-10 is shown in the table above. Nothing here is hardcoded, and when the U.S. Securities and Exchange Commission publishes a revision, the ranking updates automatically on the next data refresh.
Distribution shape
The gap between the top-ranked record (8,814,190,918) and the 10th-ranked record (1,927,595,991) characterizes how concentrated the top of the distribution is. Where the top value is many multiples of the median value of the visible set, the population is highly concentrated, a small number of entities accumulate the bulk of the measured quantity. Where the top and bottom of the visible set are close together, the distribution is relatively flat across the top end. The full distribution beyond this top-10 cut is summarized in the aggregate context section below and explored in the linked entity profiles.
Aggregate context
Across the full tracked population, here's how the top-10 ranking compares: how many securities qualify in total, the combined total across all of them, and the average per security. Securities with no reported value are excluded from these figures, same as the ranking above.
Source provenance
The records in this ranking originate from U.S. Securities and Exchange Commission, specifically the SEC EDGAR 13F-HR Institutional Investment Manager Filings. PlainFundData ingests the source vintage published by the agency and serves it directly from the current dataset, there is no separate static export that could go stale, and a fresh SEC filing batch is reflected within hours. The methodology page documents the source URL, the vintage date, and how the data is processed.
Why this ranking matters
Rankings like this one let a reader scan a population quickly and identify outliers, concentrations, and patterns that warrant deeper investigation. The detail pages linked from each entity in the table above give the full per-entity context: time-series history where available, related metrics from adjacent tables, and links onward to the underlying source records. The methodology page explains how an entity earns inclusion in the dataset and how the ranking column is computed at the source.
What this analysis cannot tell us
Aggregate position value sums the dollar value of positions reported across all 13F-HR filers for the security as of each filer's latest 13F-HR quarterly snapshot. Reported position value reflects the filer's chosen valuation methodology (typically last-trade-price on the report date for equity securities) and inherits the up-to-45-day reporting lag of Form 13F-HR. Securities ranked at the top of the aggregate-value list will tend to be large-cap US equities held broadly across institutional benchmarks; the ranking systematically reflects index constituency and market-capitalization mass rather than active conviction or concentration. Aggregate value across all 13F filers does not represent total institutional ownership of the security because (a) it captures only filers managing $100M+ in Section 13(f) securities, (b) it omits non-13(f) institutional holders such as foreign sovereign funds outside SEC reporting, (c) it excludes derivative exposure and short positions, and (d) it does not capture retail or insider ownership. Aggregate share counts can include the same economic exposure reported by a parent and one or more subsidiaries that are each separately registered 13F filers.
Secondary cut from the same source
Top 10 Section 13(f) securities by aggregate share count reported across 13F filers
Sources
- SEC EDGAR, 13F-HR Filings Search - https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=13F-HR