NAPLES GLOBAL ADVISORS, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,370,504
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 441 | 1,370,504 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q4 2025 | 2/4/2026 | 437 | 1,338,267 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q3 2025 | 10/30/2025 | 436 | 1,284,129 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q2 2025 | 7/18/2025 | 418 | 1,162,192 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q2 2014 | 7/14/2014 | 227 | 168,653 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q1 2014 | 4/7/2014 | 249 | 163,515 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q4 2013 | 1/16/2014 | 255 | 149,947 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 962 K | 70.2% | 0 | 124.7 K | -124.7 K |
| ETFs | 402.9 K | 29.4% | 157.5 K | 0 | 157.5 K |
| Debt | 5.575 K | 0.4% | 494 | 0 | 494 |
| Other | 0 | 0.0% | 0 | 1.121 K | -1.121 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,370,504
Holdings
441
QoQ value change ($000)
32,237
(2.4%)
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.