SEC 13F Intelligence

Managers / Q1 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442 · 100 FIRST STAMFORD PLACE, STAMFORD, CT, 06902 · 203-975-3333

Reported Value
$20.1B
Q1 2026
Positions
2,776
Filings on Record
30
2019–present window
Filed
May 13, 2026
original filing

Summary

O'Shaughnessy Asset Management, Llc reported $20.1B in U.S.-listed holdings across 2,776 positions for Q1 2026.

Its largest position, AAPL, represents 4.5% of the portfolio.

Compared with Q4 2025, the fund opened 200 new positions and exited 210.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $4.0BQ4 ’18Q1 ’19: $4.2BQ2 ’19: $4.3BQ3 ’19: $4.2BQ4 ’19: $4.5BQ4 ’19Q1 ’20: $2.9BQ2 ’20: $3.2BQ3 ’20: $3.3BQ4 ’20: $3.7BQ4 ’20Q1 ’21: $4.5BQ2 ’21: $5.0BQ3 ’21: $4.9BQ4 ’21: $5.6BQ4 ’21Q1 ’22: $6.0BQ2 ’22: $5.4BQ3 ’22: $5.3BQ4 ’22: $6.13TQ4 ’22Q1 ’23: $6.4BQ2 ’23: $6.7BQ3 ’23: $6.7BQ4 ’23: $7.5BQ4 ’23Q1 ’24: $9.0BQ2 ’24: $9.7BQ3 ’24: $11.2BQ4 ’24: $11.8BQ4 ’24Q1 ’25: $12.5BQ2 ’25: $14.7BQ3 ’25: $17.0BQ4 ’25: $18.1BQ4 ’25Q1 ’26: $20.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$20.1B2,776May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$18.1B2,747Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$17.0B2,658Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$14.7B2,479Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$12.5B2,406May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$11.8B2,300Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$11.2B2,215Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$9.7B2,060Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$9.0B1,995May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.5B1,858Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.7B1,742Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$6.7B1,628Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$6.4B1,608May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$6.13T1,524Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.3B1,483Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.4B1,403Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.0B1,428May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$5.6B1,421Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.9B2,810Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.0B2,712Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.5B2,511May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.7B2,219Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.3B2,025Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.2B1,880Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.9B1,387May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.5B1,898Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.2B1,062Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$4.3B1,227Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.2B906May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$4.0B937Feb 12, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • FRANKLIN RESOURCES INC028-00734

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 ↗.