Filer Snapshot

Manning & Napier Group, LLC

CIK 0001725248. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

15 Apr 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

AMZN

$382.59M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 Apr 2024 for CIK 0001725248.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$8.76B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$8.76B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
AMZN MA GOOGL TSM JNJ
+15 moreMU LHX V META AZN KO EA MSFT MCO HDB PM CNI STZ ICE EVRG

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AMZN MA GOOGL TSM JNJ MU LHX V
+12 moreMETA AZN KO EA MSFT MCO HDB PM CNI STZ ICE EVRG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
290 Woodcliff Drive, Fairport, NY, 14450
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Manning & Napier Group, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $8.76B across 231 reported holdings for Q1 2024.
  • Largest parsed 13F holding: AMZN at $382.59M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 231 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2024 - 15 Apr 2024

Top 5 concentration

17%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.46B

Compared with $8.76B total 13F value.

Top 5 net change

-$30.62M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: PM ยท Largest trim: UL

AMZN MA GOOGL TSM JNJ Other holdings

AMZN

4.4%

Amazon Com Inc

$382.59M

MA

3.3%

Mastercard Incorporated

$289.93M

GOOGL

3.2%

Alphabet Inc

$277.73M

TSM

2.9%

Taiwan Semiconductor Mfg Ltd

$256.2M

JNJ

2.9%

Johnson & Johnson

$250.87M

Latest update

What changed recently for Manning & Napier Group, LLC

New filing available

Latest 13F period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Apr 2024

Page type

Filer profile

Latest period

Q1 2024

Institutional portfolio context was refreshed from a 13F filing filed on 15 Apr 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Manning & Napier Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001725248 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
26
First seen
05 Feb 2018
Latest filing
15 Apr 2024
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Manning & Napier Group, LLC SEC filings Manning & Napier Group, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for Manning & Napier Group, LLC.

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13F-HR

13F-HR filing

Filing date
15 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
20 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
26 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
17 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
26 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
19 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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