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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.

RankInstitutionHoldings ↓Quarter change
601CAUSEWAY CAPITAL MANAGEMENT LLCUS$9.24B+13.37%
602Fiduciary Trust CoUS$9.19B+8.71%
603PINNACLE ASSOCIATES LTDUS$9.16B+17.71%
604Union Bancaire Privee, UBP SAUS$9.16B+27.30%
605Horizon Investments, LLCUS$9.13B+2.33%
606Summit Financial, LLCUS$9.12B+16.20%
607CHOREO, LLCUS$9.11B+11.89%
608KESTRA PRIVATE WEALTH SERVICES, LLCUS$9.1B+12.11%
609Municipal Employees' Retirement System of MichiganUS$9.05BFiled in thousands, converted+10.08%
610WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUSTUS$9.01B+11.34%
611River Road Asset Management, LLCUS$9B+1.91%
612Platinum Equity Advisors, LLC/DEUS$8.96B+0.89%
613Apollo Management Holdings, L.P.US$8.94B+17.58%
614YOUSIF CAPITAL MANAGEMENT, LLCUS$8.94B+4.90%
615STEPHENS INC /AR/US$8.93B+11.66%
616GARDNER RUSSO & QUINN LLCUS$8.93B+5.06%
617Aspex Management (HK) LtdUS$8.89BFiled in thousands, converted+28.87%
618Illinois Municipal Retirement FundUS$8.87B+12.84%
619Williams Jones Wealth Management, LLC.US$8.86B+8.91%
620LGT Group FoundationUS$8.84B+7.86%
621Vise Technologies, Inc.US$8.83B+73.38%
622Advisory Services Network, LLCUS$8.83B+17.38%
623Midwest Trust CoUS$8.83B+10.09%
624HORIZON KINETICS ASSET MANAGEMENT LLCUS$8.82B−4.46%
625Andra AP-fondenUS$8.7B+3.69%
626PEAPACK GLADSTONE FINANCIAL CORPUS$8.7BFiled in thousands, converted+11.27%
627GREENHAVEN ASSOCIATES INCUS$8.66B+42.64%
628COOKE & BIELER LPUS$8.65B−2.20%
629Sarasin & Partners LLPUS$8.54B+4.14%
630NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCUS$8.53B+29.27%
631Composition Wealth, LLCUS$8.53B+17.05%
632Raiffeisen Bank International AGUS$8.53B+22.34%
633ALGERT GLOBAL LLCUS$8.43B+26.82%
634SEGALL BRYANT & HAMILL, LLCUS$8.43B+20.74%
635Allen Investment Management, LLCUS$8.43B+4.18%
636iA Global Asset Management Inc.US$8.42BFiled in thousands, converted+19.25%
637Davidson Kempner Capital Management LPUS$8.42B+1.28%
638OpenArc Corporate Advisory, LLCUS$8.41B+20.34%
639Howard Capital Management, LLCUS$8.4B+37.37%
640Modern Wealth Management, LLCUS$8.4B+43.74%
641FLPUTNAM INVESTMENT MANAGEMENT COUS$8.39B+24.98%
642Madison Asset Management, LLCUS$8.39B+4.01%
643GF FUND MANAGEMENT CO. LTD.US$8.34B+39.35%
644Groupe la FrancaiseUS$8.31B+13.88%
645PRINCIPAL SECURITIES, INC.US$8.31B+21.82%
646CITIZENS FINANCIAL GROUP INC/RIUS$8.3B+15.50%
647ICAHN CARL CUS$8.26B−3.39%
648Kingsview Wealth Management, LLCUS$8.25B+12.65%
649Apollon Wealth Management, LLCUS$8.23B+33.77%
650Welch & Forbes LLCUS$8.23B+6.38%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.