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 |
|---|---|---|---|---|---|
| 751 | FIRST CITIZENS BANK & TRUST CO | US$6.69B | +US$1.94B+40.83% | 925 | July 13, 2026 |
| 752 | PERCEPTIVE ADVISORS LLC | US$6.66B | +US$1.54B+30.18% | 109 | August 14, 2026 |
| 753 | Quilter Plc | US$6.65B | +US$950.47M+16.69% | 248 | July 24, 2026 |
| 754 | Arkadios Wealth Advisors | US$6.6B | +US$475.48M+7.76% | 3,515 | August 10, 2026 |
| 755 | REAVES W H & CO INC | US$6.59B | +US$565.25M+9.38% | 112 | July 30, 2026 |
| 756 | K5 Global Advisor LLC | US$6.59B | No filing last quarter | 3 | August 27, 2026 |
| 757 | Parallel Advisors, LLC | US$6.56B | +US$999.14M+17.97% | 3,930 | August 5, 2026 |
| 758 | Advisors Asset Management, Inc. | US$6.56B | +US$546.01M+9.08% | 1,408 | August 14, 2026 |
| 759 | Global Retirement Partners, LLC | US$6.54B | No filing last quarter | 4,518 | August 6, 2026 |
| 760 | EASTERN BANK | US$6.53B | +US$706.58M+12.13% | 1,466 | July 1, 2026 |
| 761 | SAGESPRING WEALTH PARTNERS, LLC | US$6.51B | +US$1.02B+18.64% | 846 | August 3, 2026 |
| 762 | Curi Capital, LLC | US$6.48B | +US$864.12M+15.37% | 1,569 | August 14, 2026 |
| 763 | Mondrian Investment Partners LTD | US$6.48B | −US$202.27M−3.03% | 111 | July 30, 2026 |
| 764 | MONTRUSCO BOLTON INVESTMENTS INC. | US$6.46B | −US$153.54M−2.32% | 80 | July 21, 2026 |
| 765 | Aequim Alternative Investments LP | US$6.43B | +US$1.28B+24.75% | 102 | August 11, 2026 |
| 766 | Ruane, Cunniff & Goldfarb L.P. | US$6.43B | +US$399.22M+6.62% | 54 | August 14, 2026 |
| 767 | CONFLUENCE INVESTMENT MANAGEMENT LLC | US$6.4B | −US$40.33M−0.63% | 422 | July 1, 2026 |
| 768 | RFG Advisory, LLC | US$6.4B | +US$957.05M+17.58% | 1,126 | July 15, 2026 |
| 769 | MIZUHO MARKETS AMERICAS LLC | US$6.37B | +US$2.71B+74.06% | 234 | July 24, 2026 |
| 770 | Mesirow Financial Investment Management, Inc. | US$6.37B | +US$190.02M+3.08% | 529 | July 22, 2026 |
| 771 | Energy Income Partners, LLC | US$6.36B | +US$143.95M+2.32% | 172 | August 7, 2026 |
| 772 | Perigon Wealth Management, LLC | US$6.36B | +US$843.15M+15.30% | 1,435 | August 7, 2026 |
| 773 | DAVIS R M INC | US$6.34B | +US$706.22M+12.54% | 281 | August 14, 2026 |
| 774 | GREAT VALLEY ADVISOR GROUP, INC. | US$6.33B | +US$827.78M+15.04% | 1,055 | August 10, 2026 |
| 775 | OLD MISSION CAPITAL LLC | US$6.31B | +US$4.22M+0.07% | 1,090 | August 14, 2026 |
| 776 | AXXCESS WEALTH MANAGEMENT, LLC | US$6.28B | +US$3.16B+101.38% | 1,051 | July 28, 2026 |
| 777 | Susquehanna Portfolio Strategies, LLC | US$6.27B | −US$453.72M−6.74% | 833 | August 14, 2026 |
| 778 | Danica Pension, Livsforsikringsaktieselskab | US$6.26B | +US$928.28M+17.40% | 187 | August 10, 2026 |
| 779 | WIT, LLC | US$6.26B | +US$962.07M+18.15% | 24 | August 14, 2026 |
| 780 | Alpha Wave Global, LP | US$6.24B | +US$5.45B+689.60% | 25 | August 13, 2026 |
| 781 | DIVERSIFIED TRUST CO | US$6.24B | +US$848.44M+15.74% | 1,285 | July 17, 2026 |
| 782 | Robeco Schweiz AG | US$6.23B | +US$1.51B+31.85% | 126 | July 28, 2026 |
| 783 | Evergreen Quality Fund GP, Ltd. | US$6.2B | +US$1.83B+41.87% | 43 | August 14, 2026 |
| 784 | Longview Partners (Guernsey) LTD | US$6.16B | −US$900.62M−12.76% | 23 | August 13, 2026 |
| 785 | SAMLYN CAPITAL, LLC | US$6.14B | +US$280.63M+4.79% | 306 | August 14, 2026 |
| 786 | MILFORD FUNDS LTD | US$6.14B | +US$1.37B+28.68% | 92 | July 30, 2026 |
| 787 | SUMITOMO LIFE INSURANCE CO | US$6.12B | +US$1.86B+43.79% | 291 | August 12, 2026 |
| 788 | Polar Asset Management Partners Inc. | US$6.07B | +US$1.07B+21.27% | 838 | August 14, 2026 |
| 789 | WEDGE CAPITAL MANAGEMENT L L P/NC | US$6.06B | +US$643.96M+11.88% | 484 | July 10, 2026 |
| 790 | MGO ONE SEVEN LLC | US$6.06B | +US$1.08B+21.65% | 1,550 | July 31, 2026 |
| 791 | NIPPON LIFE INSURANCE CO | US$6.04BFiled in thousands, converted | +US$934.04M+18.30% | 5 | July 13, 2026 |
| 792 | World Investment Advisors | US$6.04B | −US$163.55M−2.64% | 1,523 | August 14, 2026 |
| 793 | Catalyst Capital Advisors LLC | US$6.03B | +US$659.64M+12.28% | 489 | July 24, 2026 |
| 794 | Nantahala Capital Management, LLC | US$6.02B | +US$3.3B+121.58% | 307 | August 19, 2026 |
| 795 | Alphinity Investment Management Pty Ltd | US$6.01B | +US$325.53M+5.73% | 54 | July 29, 2026 |
| 796 | CRAWFORD INVESTMENT COUNSEL INC | US$6B | +US$147.24M+2.51% | 306 | August 14, 2026 |
| 797 | HANCOCK WHITNEY CORP | US$6B | +US$248.41M+4.32% | 1,330 | August 14, 2026 |
| 798 | Forvis Mazars Wealth Advisors, LLC | US$5.99B | +US$719.82M+13.66% | 433 | August 10, 2026 |
| 799 | Atlantic Union Bankshares Corp | US$5.99B | +US$779.17M+14.97% | 3,183 | August 11, 2026 |
| 800 | Diversify Advisory Services, LLC | US$5.98B | +US$5.33B+813.49% | 1,286 | August 10, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.