Corient IA LP
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 108,437
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 249 | 108,437 | 13F-HR | Corient IA LP |
| Q1 2026 | 5/14/2026 | 279 | 106,366 | 13F-HR | Corient IA LLC |
| Q4 2025 | 2/13/2026 | 207 | 106,302 | 13F-HR | Corient IA LLC |
| Q3 2025 | 11/12/2025 | 237 | 133,871 | 13F-HR | Corient IA LLC |
| Q2 2025 | 8/14/2025 | 308 | 169,819 | 13F-HR | Corient IA LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.1 K | 99.7% | 5.646 K | 0 | 5.646 K |
| ETFs | 339 | 0.3% | 0 | 3.57 K | -3.57 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
108,437
Holdings
249
QoQ value change ($000)
2,071
(1.9%)
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.