Institutions by holdings
The 8,931 institutions that filed a 13F for Q2 2026, by the value of their US holdings.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 601 | CAUSEWAY CAPITAL MANAGEMENT LLC | US$9.24B | +US$1.09B+13.37% | 122 | August 13, 2026 |
| 602 | Fiduciary Trust Co | US$9.19B | +US$736.89M+8.71% | 1,589 | August 13, 2026 |
| 603 | PINNACLE ASSOCIATES LTD | US$9.16B | +US$1.38B+17.71% | 972 | August 3, 2026 |
| 604 | Union Bancaire Privee, UBP SA | US$9.16B | +US$1.96B+27.30% | 491 | July 16, 2026 |
| 605 | Horizon Investments, LLC | US$9.13B | +US$208.23M+2.33% | 1,421 | August 13, 2026 |
| 606 | Summit Financial, LLC | US$9.12B | +US$1.27B+16.20% | 1,580 | August 12, 2026 |
| 607 | CHOREO, LLC | US$9.11B | +US$968.25M+11.89% | 1,690 | August 4, 2026 |
| 608 | KESTRA PRIVATE WEALTH SERVICES, LLC | US$9.1B | +US$982.65M+12.11% | 1,817 | July 28, 2026 |
| 609 | Municipal Employees' Retirement System of Michigan | US$9.05BFiled in thousands, converted | +US$829.05M+10.08% | 32 | August 10, 2026 |
| 610 | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | US$9.01B | +US$917.62M+11.34% | 20 | July 9, 2026 |
| 611 | River Road Asset Management, LLC | US$9B | +US$168.53M+1.91% | 175 | July 17, 2026 |
| 612 | Platinum Equity Advisors, LLC/DE | US$8.96B | +US$79.08M+0.89% | 6 | August 14, 2026 |
| 613 | Apollo Management Holdings, L.P. | US$8.94B | +US$1.34B+17.58% | 88 | August 14, 2026 |
| 614 | YOUSIF CAPITAL MANAGEMENT, LLC | US$8.94B | +US$417.27M+4.90% | 1,665 | July 16, 2026 |
| 615 | STEPHENS INC /AR/ | US$8.93B | +US$932.17M+11.66% | 1,332 | July 29, 2026 |
| 616 | GARDNER RUSSO & QUINN LLC | US$8.93B | +US$429.61M+5.06% | 85 | August 13, 2026 |
| 617 | Aspex Management (HK) Ltd | US$8.89BFiled in thousands, converted | +US$1.99B+28.87% | 29 | August 14, 2026 |
| 618 | Illinois Municipal Retirement Fund | US$8.87B | +US$1.01B+12.84% | 1,120 | August 12, 2026 |
| 619 | Williams Jones Wealth Management, LLC. | US$8.86B | +US$725.36M+8.91% | 587 | August 5, 2026 |
| 620 | LGT Group Foundation | US$8.84B | +US$643.82M+7.86% | 1,086 | August 10, 2026 |
| 621 | Vise Technologies, Inc. | US$8.83B | +US$3.74B+73.38% | 1,774 | August 11, 2026 |
| 622 | Advisory Services Network, LLC | US$8.83B | +US$1.31B+17.38% | 9,871 | August 12, 2026 |
| 623 | Midwest Trust Co | US$8.83B | +US$809.29M+10.09% | 606 | August 5, 2026 |
| 624 | HORIZON KINETICS ASSET MANAGEMENT LLC | US$8.82B | −US$411.88M−4.46% | 351 | August 11, 2026 |
| 625 | Andra AP-fonden | US$8.7B | +US$309.76M+3.69% | 393 | September 22, 2026 |
| 626 | PEAPACK GLADSTONE FINANCIAL CORP | US$8.7BFiled in thousands, converted | +US$881.16M+11.27% | 1,390 | August 14, 2026 |
| 627 | GREENHAVEN ASSOCIATES INC | US$8.66B | +US$2.59B+42.64% | 28 | July 28, 2026 |
| 628 | COOKE & BIELER LP | US$8.65B | −US$194.87M−2.20% | 147 | July 30, 2026 |
| 629 | Sarasin & Partners LLP | US$8.54B | +US$339.47M+4.14% | 94 | July 7, 2026 |
| 630 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | US$8.53B | +US$1.93B+29.27% | 880 | August 12, 2026 |
| 631 | Composition Wealth, LLC | US$8.53B | +US$1.24B+17.05% | 1,004 | July 22, 2026 |
| 632 | Raiffeisen Bank International AG | US$8.53B | +US$1.56B+22.34% | 861 | August 3, 2026 |
| 633 | ALGERT GLOBAL LLC | US$8.43B | +US$1.78B+26.82% | 1,234 | August 13, 2026 |
| 634 | SEGALL BRYANT & HAMILL, LLC | US$8.43B | +US$1.45B+20.74% | 590 | August 12, 2026 |
| 635 | Allen Investment Management, LLC | US$8.43B | +US$338.3M+4.18% | 227 | August 5, 2026 |
| 636 | iA Global Asset Management Inc. | US$8.42BFiled in thousands, converted | +US$1.36B+19.25% | 465 | July 29, 2026 |
| 637 | Davidson Kempner Capital Management LP | US$8.42B | +US$106.23M+1.28% | 241 | August 14, 2026 |
| 638 | OpenArc Corporate Advisory, LLC | US$8.41B | +US$1.42B+20.34% | 789 | August 5, 2026 |
| 639 | Howard Capital Management, LLC | US$8.4B | +US$2.28B+37.37% | 423 | July 28, 2026 |
| 640 | Modern Wealth Management, LLC | US$8.4B | +US$2.55B+43.74% | 3,022 | August 14, 2026 |
| 641 | FLPUTNAM INVESTMENT MANAGEMENT CO | US$8.39B | +US$1.68B+24.98% | 655 | August 6, 2026 |
| 642 | Madison Asset Management, LLC | US$8.39B | +US$323.52M+4.01% | 347 | August 10, 2026 |
| 643 | GF FUND MANAGEMENT CO. LTD. | US$8.34B | +US$2.35B+39.35% | 589 | August 7, 2026 |
| 644 | Groupe la Francaise | US$8.31B | +US$1.01B+13.88% | 568 | August 25, 2026 |
| 645 | PRINCIPAL SECURITIES, INC. | US$8.31B | +US$1.49B+21.82% | 1,539 | August 4, 2026 |
| 646 | CITIZENS FINANCIAL GROUP INC/RI | US$8.3B | +US$1.11B+15.50% | 1,257 | August 7, 2026 |
| 647 | ICAHN CARL C | US$8.26B | −US$289.55M−3.39% | 18 | August 14, 2026 |
| 648 | Kingsview Wealth Management, LLC | US$8.25B | +US$926.39M+12.65% | 1,574 | August 19, 2026 |
| 649 | Apollon Wealth Management, LLC | US$8.23B | +US$2.08B+33.77% | 1,590 | July 23, 2026 |
| 650 | Welch & Forbes LLC | US$8.23B | +US$493.59M+6.38% | 388 | July 30, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.