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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
1151COMPASS ROSE ASSET MANAGEMENT, LPUS$3.55B+167.38%
1152Ceredex Value Advisors LLCUS$3.55B+11.77%
1153FIRST NATIONAL BANK OF OMAHAUS$3.55B+9.56%
1154COOPERMAN LEON GUS$3.55B+16.38%
1155LEVEL FOUR ADVISORY SERVICES, LLCUS$3.54B+16.19%
1156MEYER HANDELMAN COUS$3.53B+9.88%
1157Dynamic Advisor Solutions LLCUS$3.53B+11.22%
1158BRAUN STACEY ASSOCIATES INCUS$3.53B+17.25%
1159BIP Wealth, LLCUS$3.52B+43.35%
1160INTACT INVESTMENT MANAGEMENT INC.US$3.52B+0.29%
1161HARTFORD INVESTMENT MANAGEMENT COUS$3.52B+11.48%
1162Fisher Funds Management LTDUS$3.52B+3.08%
1163CloudAlpha Capital Management Limited/Hong KongUS$3.51B+20.00%
1164RPOA Advisors, Inc.US$3.51B+53.63%
1165Hennion & Walsh Asset Management, Inc.US$3.5B+17.86%
1166DONALDSON CAPITAL MANAGEMENT, LLCUS$3.5B+13.33%
1167Confluence Wealth Services, Inc.US$3.5B+35.61%
1168Cohen Klingenstein LLCUS$3.49B+13.03%
1169STOCK YARDS BANK & TRUST COUS$3.49B+8.62%
1170Narodna banka SlovenskaUS$3.49B+16.29%
1171TREMBLANT CAPITAL GROUPUS$3.48B+12.08%
1172Karpus Management, Inc.US$3.48B+8.45%
1173ICONIQ Capital, LLCUS$3.47B−22.24%
1174TORNO CAPITAL, LLCUS$3.47B+133.86%
1175CX InstitutionalUS$3.46BFiled in thousands, converted+5.69%
1176Argent Trust CoUS$3.46B+17.49%
1177Joel Isaacson & Co., LLCUS$3.45B+14.53%
1178Metropolis Capital LtdUS$3.45B+16.45%
1179Hamilton Capital Partners Inc.US$3.45B+15.79%
1180Silvant Capital Management LLCUS$3.44B+18.75%
1181CAMDEN ASSET MANAGEMENT L P /CAUS$3.43B+16.73%
1182VestGen Advisors, LLCUS$3.43B−8.75%
1183Zhang Financial LLCUS$3.42B+18.40%
1184THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.US$3.41B+13.29%
1185Senvest Management, LLCUS$3.41B+13.11%
1186SPRUCE HOUSE INVESTMENT MANAGEMENT LLCUS$3.4B+21.37%
1187CoreCap Advisors, LLCUS$3.39B+15.42%
1188Electrum Group LLCUS$3.39B+212.81%
1189Swan Global Investments, LLCUS$3.39B+13.03%
1190Krilogy Financial LLCUS$3.38B+8.94%
1191BIT Capital GmbHUS$3.38B+62.82%
1192Militia Capital Management LLCUS$3.37B+78.73%
1193Edgestream Partners, L.P.US$3.37B+10.50%
1194KCM INVESTMENT ADVISORS LLCUS$3.37B+11.76%
1195Elm Partners Management LLCUS$3.36B+15.66%
1196Elequin Capital, LPUS$3.36B+182.13%
1197Helikon Investments LtdUS$3.35B+26.39%
1198Ascent Group, LLCUS$3.34B+15.73%
1199Yarbrough Capital, LLCUS$3.34B+17.15%
1200CONNING INC.US$3.34B+10.94%

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.