SEC 13F Intelligence

Managers / Q1 2019 · view latest →

D.A. DAVIDSON & CO.

CIK 0001080107 · 8 THIRD STREET NORTH, GREAT FALLS, MT, 59401 · 4067917283

Reported Value
$5.8B
Q1 2019
Positions
1,133
Filings on Record
30
2019–present window
Filed
May 13, 2019
original filing

Summary

D.A. Davidson & Co. reported $5.8B in U.S.-listed holdings across 1,133 positions for Q1 2019.

Its largest position, VTV, represents 8.4% of the portfolio.

Compared with Q4 2018, the fund opened 122 new positions and exited 79.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.1BQ4 ’18Q1 ’19: $5.8BQ2 ’19: $5.4BQ3 ’19: $5.6BQ4 ’19: $6.2BQ4 ’19Q1 ’20: $5.1BQ2 ’20: $5.4BQ3 ’20: $5.7BQ4 ’20: $6.5BQ4 ’20Q1 ’21: $7.8BQ2 ’21: $8.5BQ3 ’21: $8.6BQ4 ’21: $9.4BQ4 ’21Q1 ’22: $9.2BQ2 ’22: $8.0BQ3 ’22: $7.6BQ4 ’22: $8.48TQ4 ’22Q1 ’23: $8.9BQ2 ’23: $9.5BQ3 ’23: $9.2BQ4 ’23: $10.2BQ4 ’23Q1 ’24: $11.1BQ2 ’24: $11.3BQ3 ’24: $12.1BQ4 ’24: $12.3BQ4 ’24Q1 ’25: $12.5BQ2 ’25: $14.2BQ3 ’25: $15.6BQ4 ’25: $16.3BQ4 ’25Q1 ’26: $16.5Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$16.5B1,567May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$16.3B1,519Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$15.6B1,533Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$14.2B1,444Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$12.5B1,406Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$12.3B1,420Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$12.1B1,377Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$11.3B1,366Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$11.1B1,381May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$10.2B1,360Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$9.2B1,331Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$9.5B1,346Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$8.9B1,347Apr 25, 202313F-HRchanges · EDGAR ↗
Q4 2022$8.48T1,322Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$7.6B1,285Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$8.0B1,283Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$9.2B1,281May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$9.4B1,264Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$8.6B1,209Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$8.5B1,186Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$7.8B1,150May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$6.5B1,018Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$5.7B951Nov 2, 202013F-HRchanges · EDGAR ↗
Q2 2020$5.4B934Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$5.1B985May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$6.2B1,031Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$5.6B1,002Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$5.4B991Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$5.8B1,133May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.1B1,090Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.