Mariner, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 83,988,567
- Description
- Overland Park Kansas based planning integrated investment advisor with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and model based security selection for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through risk budget governance and governance clarity.
- Website
- https://www.mariner.com/
- Founded
- 2006
- Chairman
- —
- CEO
- Marty Bicknell
- 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 | 2/13/2026 | 3,524 | 83,988,567 | 13F-HR | Mariner, LLC |
| Q3 2025 | 11/14/2025 | 3,542 | 77,388,619 | 13F-HR | Mariner, LLC |
| Q2 2025 | 8/14/2025 | 3,468 | 69,278,469 | 13F-HR | Mariner, LLC |
| Q1 2025 | 5/15/2025 | 3,429 | 60,100,741 | 13F-HR | Mariner, LLC |
| Q4 2024 | 2/13/2025 | 3,378 | 59,551,780 | 13F-HR | Mariner, LLC |
| Q3 2024 | 11/13/2024 | 3,285 | 56,362,953 | 13F-HR | Mariner, LLC |
| Q2 2024 | 8/13/2024 | 3,153 | 51,581,062 | 13F-HR | Mariner, LLC |
| Q1 2024 | 5/15/2024 | 3,317 | 48,359,177 | 13F-HR | Mariner, LLC |
| Q4 2023 | 2/14/2024 | 3,042 | 42,169,691 | 13F-HR | Mariner, LLC |
| Q3 2023 | 11/13/2023 | 2,893 | 37,285,510 | 13F-HR | Mariner, LLC |
| Q2 2023 | 8/11/2023 | 2,827 | 37,424,907 | 13F-HR | Mariner, LLC |
| Q1 2023 | 5/15/2023 | 2,779 | 34,418,788 | 13F-HR | Mariner, LLC |
| Q4 2022 | 2/14/2023 | 2,737 | 31,111,114 | 13F-HR | Mariner, LLC |
| Q3 2022 | 11/10/2022 | 2,443 | 25,018,929 | 13F-HR | Mariner, LLC |
| Q2 2022 | 8/15/2022 | 1,370 | 24,351,946 | 13F-HR | Mariner, LLC |
| Q1 2022 | 5/13/2022 | 1,379 | 26,498,733 | 13F-HR | Mariner, LLC |
| Q4 2021 | 2/14/2022 | 1,151 | 23,645,660 | 13F-HR | Mariner, LLC |
| Q3 2021 | 11/15/2021 | 989 | 19,157,787 | 13F-HR | Mariner, LLC |
| Q2 2021 | 8/24/2021 | 911 | 16,117,461 | 13F-HR | Mariner, LLC |
| Q1 2021 | 5/7/2021 | 856 | 14,339,737 | 13F-HR | Mariner, LLC |
| Q4 2020 | 2/16/2021 | 781 | 13,036,531 | 13F-HR | Mariner, LLC |
| Q3 2020 | 11/13/2020 | 712 | 10,621,221 | 13F-HR | Mariner, LLC |
| Q2 2020 | 8/14/2020 | 718 | 9,976,052 | 13F-HR | Mariner, LLC |
| Q1 2020 | 5/14/2020 | 701 | 8,002,732 | 13F-HR | Mariner, LLC |
| Q4 2019 | 2/13/2020 | 699 | 9,629,288 | 13F-HR | Mariner, LLC |
| Q1 2014 | 5/8/2014 | 336 | 776,738 | 13F-HR | Mariner Wealth Advisors, LLC |
| Q4 2013 | 2/14/2014 | 341 | 798,280 | 13F-HR | Mariner Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.35 M | 77.9% | 5.47 M | 0 | 5.47 M |
| ETFs | 17.52 M | 20.9% | 989.8 K | 0 | 989.8 K |
| Debt | 191.9 K | 0.2% | 42.39 K | 0 | 42.39 K |
| Other | 849 K | 1.0% | 106.4 K | 0 | 106.4 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
83,988,567
Holdings
3524
QoQ value change ($000)
6,599,948
(8.5%)
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.