HighTower Advisors, LLC

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q4 2025
Holdings value ($000)
91,436,983
Description
Chicago Illinois based fiduciary portfolio advisory practice with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, long duration private asset evaluation, and planning integrated mandate design for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through exposure correlation monitoring and portfolio discipline.
Founded
2008
Chairman
CEO
Bob Oros
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/6/2026 3,644 91,436,983 13F-HR HighTower Advisors, LLC
Q3 2025 11/7/2025 3,806 88,075,854 13F-HR HighTower Advisors, LLC
Q2 2025 8/11/2025 3,752 79,830,100 13F-HR HighTower Advisors, LLC
Q1 2025 5/13/2025 3,723 73,690,867 13F-HR HighTower Advisors, LLC
Q4 2024 2/7/2025 3,803 73,132,320 13F-HR HighTower Advisors, LLC
Q3 2024 11/14/2024 3,730 69,999,427 13F-HR HighTower Advisors, LLC
Q2 2024 8/13/2024 3,666 64,685,520 13F-HR HighTower Advisors, LLC
Q1 2024 5/6/2024 3,605 61,734,758 13F-HR HighTower Advisors, LLC
Q4 2023 2/12/2024 3,633 59,577,702 13F-HR HighTower Advisors, LLC
Q3 2023 11/8/2023 3,558 53,222,634 13F-HR HighTower Advisors, LLC
Q2 2023 8/14/2023 3,435 50,802,814 13F-HR HighTower Advisors, LLC
Q1 2023 5/12/2023 3,397 45,839,483 13F-HR HighTower Advisors, LLC
Q4 2022 2/9/2023 3,346 43,746,608 13F-HR HighTower Advisors, LLC
Q3 2022 11/9/2022 3,212 37,330,253 13F-HR HighTower Advisors, LLC
Q2 2022 8/10/2022 3,254 38,710,507 13F-HR HighTower Advisors, LLC
Q1 2022 5/12/2022 3,450 44,869,902 13F-HR HighTower Advisors, LLC
Q4 2021 2/10/2022 3,339 45,623,096 13F-HR HighTower Advisors, LLC
Q3 2021 11/12/2021 3,222 37,361,943 13F-HR HighTower Advisors, LLC
Q2 2021 8/6/2021 3,203 34,536,768 13F-HR HighTower Advisors, LLC
Q1 2021 5/10/2021 3,065 31,674,927 13F-HR HighTower Advisors, LLC
Q4 2020 2/10/2021 2,626 24,008,713 13F-HR HighTower Advisors, LLC
Q3 2020 11/13/2020 2,573 20,709,006 13F-HR HighTower Advisors, LLC
Q2 2020 8/10/2020 2,457 18,328,368 13F-HR HighTower Advisors, LLC
Q1 2020 5/21/2020 2,257 15,425,566 13F-HR HighTower Advisors, LLC
Q4 2019 2/14/2020 2,305 16,921,070 13F-HR HighTower Advisors, LLC
Q1 2014 5/15/2014 1,624 5,124,812 13F-HR HighTower Advisors, LLC
Q4 2013 2/14/2014 1,537 4,864,899 13F-HR HighTower Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.108 K (0.0% of total reported value) · QoQ Δ: -21.76 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 73.31 M 80.2% 2.768 M 0 2.768 M
ETFs 17.39 M 19.0% 556.7 K 0 556.7 K
Debt 589.2 K 0.6% 21.93 K 0 21.93 K
Other 115.4 K 0.1% 26.07 K 0 26.07 K
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Fund Snapshot

Q4 2025
Latest filed
2/6/2026
Total value ($000)
91,436,983
Holdings
3644
QoQ value change ($000)
3,361,129 (3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.