Institutions by holdings
The 8,910 institutions that filed a 13F for Q1 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 |
|---|---|---|---|---|---|
| 901 | Copeland Capital Management, LLC | US$4.5B | No filing last quarter | 437 | May 6, 2026 |
| 902 | Jasper Ridge Partners, L.P. | US$4.49B | No filing last quarter | 143 | May 11, 2026 |
| 903 | Truepoint, Inc. | US$4.48B | No filing last quarter | 149 | May 8, 2026 |
| 904 | Fenimore Asset Management Inc | US$4.48B | No filing last quarter | 92 | May 15, 2026 |
| 905 | Chicago Partners Investment Group LLC | US$4.48B | No filing last quarter | 1,511 | May 4, 2026 |
| 906 | Gulf International Bank (UK) Ltd | US$4.47BFiled in thousands, converted | No filing last quarter | 589 | May 11, 2026 |
| 907 | ICONIQ Capital, LLC | US$4.46B | No filing last quarter | 96 | May 15, 2026 |
| 908 | INDEPENDENT FINANCIAL GROUP, LLC | US$4.46B | −US$23.89M−0.53% | 1,447 | May 15, 2026 |
| 909 | Baker Avenue Asset Management, LP | US$4.43B | No filing last quarter | 758 | May 12, 2026 |
| 910 | CAXTON ASSOCIATES LLP | US$4.42B | No filing last quarter | 755 | May 14, 2026 |
| 911 | Callan Family Office, LLC | US$4.41B | No filing last quarter | 1,131 | May 13, 2026 |
| 912 | FUNDSMITH INVESTMENT SERVICES LTD. | US$4.41B | No filing last quarter | 24 | May 15, 2026 |
| 913 | Evergreen Quality Fund GP, Ltd. | US$4.37B | No filing last quarter | 40 | May 15, 2026 |
| 914 | SYSTEMATIC FINANCIAL MANAGEMENT LP | US$4.36B | No filing last quarter | 408 | May 13, 2026 |
| 915 | EMINENCE CAPITAL, LP | US$4.36B | No filing last quarter | 33 | May 15, 2026 |
| 916 | BAILARD, INC. | US$4.35B | No filing last quarter | 736 | May 11, 2026 |
| 917 | Skandinaviska Enskilda Banken AB (publ) | US$4.34B | No filing last quarter | 346 | May 15, 2026 |
| 918 | Nicholas Hoffman & Company, LLC. | US$4.33B | No filing last quarter | 326 | April 29, 2026 |
| 919 | Northwest & Ethical Investments L.P. | US$4.32B | No filing last quarter | 526 | May 14, 2026 |
| 920 | NorthCoast Asset Management LLC | US$4.31B | No filing last quarter | 484 | May 13, 2026 |
| 921 | ELEVATION POINT WEALTH PARTNERS, LLC | US$4.31B | No filing last quarter | 1,095 | April 27, 2026 |
| 922 | Geneos Wealth Management Inc. | US$4.31B | No filing last quarter | 2,465 | May 5, 2026 |
| 923 | Itau Unibanco Holding S.A. | US$4.31B | No filing last quarter | 400 | May 15, 2026 |
| 924 | IHT Wealth Management, LLC | US$4.3B | No filing last quarter | 1,265 | May 15, 2026 |
| 925 | CHILTON INVESTMENT CO INC. | US$4.26B | No filing last quarter | 280 | May 15, 2026 |
| 926 | SUMITOMO LIFE INSURANCE CO | US$4.25B | No filing last quarter | 282 | May 12, 2026 |
| 927 | Advent International, L.P. | US$4.24B | No filing last quarter | 31 | May 15, 2026 |
| 928 | MIZUHO SECURITIES USA LLC | US$4.24B | No filing last quarter | 689 | May 11, 2026 |
| 929 | Nearwater Capital Markets, Ltd | US$4.24B | No filing last quarter | 82 | May 15, 2026 |
| 930 | Ashton Thomas Private Wealth, LLC | US$4.23B | No filing last quarter | 1,524 | May 11, 2026 |
| 931 | DV Trading LLC | US$4.22B | No filing last quarter | 462 | June 3, 2026 |
| 932 | AlphaCore Capital LLC | US$4.22B | No filing last quarter | 1,202 | May 15, 2026 |
| 933 | Bellevue Group AG | US$4.2B | No filing last quarter | 167 | May 15, 2026 |
| 934 | Wilmington Savings Fund Society, FSB | US$4.2B | No filing last quarter | 2,009 | April 30, 2026 |
| 935 | Valeo Financial Advisors, LLC | US$4.19B | No filing last quarter | 794 | May 8, 2026 |
| 936 | HUB Investment Partners, LLC | US$4.18B | No filing last quarter | 1,150 | May 15, 2026 |
| 937 | CreativeOne Wealth, LLC | US$4.18B | No filing last quarter | 1,927 | May 15, 2026 |
| 938 | Banque Transatlantique SA | US$4.17B | No filing last quarter | 463 | May 13, 2026 |
| 939 | Sachem Head Capital Management LP | US$4.15B | No filing last quarter | 19 | May 15, 2026 |
| 940 | Zimmer Partners, LP | US$4.15B | No filing last quarter | 127 | May 15, 2026 |
| 941 | Hamlin Capital Management, LLC | US$4.14B | No filing last quarter | 30 | April 14, 2026 |
| 942 | WestEnd Advisors, LLC | US$4.14B | No filing last quarter | 391 | April 22, 2026 |
| 943 | Graham Capital Management, L.P. | US$4.14B | No filing last quarter | 1,120 | May 15, 2026 |
| 944 | Stockbridge Partners LLC | US$4.14B | No filing last quarter | 16 | May 15, 2026 |
| 945 | BANK OF KOREA | US$4.13B | No filing last quarter | 3 | May 14, 2026 |
| 946 | ALTAROCK PARTNERS LP | US$4.13B | No filing last quarter | 8 | May 15, 2026 |
| 947 | Caprock Group, LLC | US$4.12B | No filing last quarter | 1,109 | May 11, 2026 |
| 948 | BOWEN HANES & CO INC | US$4.11B | No filing last quarter | 151 | May 14, 2026 |
| 949 | RIVERBRIDGE PARTNERS LLC | US$4.09B | No filing last quarter | 192 | April 17, 2026 |
| 950 | Metis Global Partners, LLC | US$4.07B | No filing last quarter | 724 | May 7, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.