HighTower Advisors, LLC
SEC Form 13F institutional filer · CIK 0001462245
13F-HR · 525 reported holdings · 2026-03-31
Registered investment adviser and wealth management firm.
Reported long-US-equity value
$61.56B
Top-10 concentration
37.1%
HighTower Advisors, LLC — $61.6B AUM allocation strategy
HighTower Advisors, LLC files SEC Form 13F and reports $61.6B of long US equity value across 525 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.2%, followed by Financials 10.1% and Health Care 4.1%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HighTower Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$61.6B
total across 525 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JNJ +6.54M sh · +$1.75B+$USB +2.01M sh · +$84.5M+$GIS +1.54M sh · +$44.1M
Biggest trims (shares)
−$AES −969K sh · −$13.9M−$XOM −884K sh · +$248M−$VTWO −487K sh · −$73.8M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals4.9%—
- Pharmaceuticals4.1%—
- Investment Banking & Brokerage4.1%—
- Semiconductors3.3%—
- Systems Software3.0%—
- Interactive Media & Services3.0%—
- Aerospace & Defense2.4%—
- Integrated Oil & Gas2.0%—
- Other holdings73.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 11.8M | $2.99B | +765K | 4.9% |
| $JNJ | Johnson & Johnson | 10.5M | $2.56B | +6.54M | 4.2% |
| $SCHW | Charles Schwab Corporation | 89.3M | $2.51B | +1.11M | 4.1% |
| $MSFT | Microsoft Corporation | 5.06M | $1.87B | +53.6K | 3.0% |
| $HONA | Honeywell Aerospace Inc | 2.01K | $1.44B | -72 | 2.3% |
| $NVDA | NVIDIA Corporation | 7.71M | $1.35B | +503K | 2.2% |
…and 519 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.