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 |
|---|---|---|---|---|---|
| 1201 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | US$3.33B | +US$486.02M+17.08% | 446 | July 23, 2026 |
| 1202 | NEEDHAM INVESTMENT MANAGEMENT LLC | US$3.33B | +US$1.37B+69.95% | 359 | August 14, 2026 |
| 1203 | Sand Hill Global Advisors, LLC | US$3.32B | +US$349.33M+11.75% | 214 | August 11, 2026 |
| 1204 | Calamos Wealth Management LLC | US$3.31B | +US$405.96M+13.97% | 463 | July 31, 2026 |
| 1205 | Spire Wealth Management | US$3.31B | +US$379.72M+12.96% | 2,393 | July 15, 2026 |
| 1206 | BCV Asset Management Inc. | US$3.31B | +US$403.28M+13.87% | 116 | August 10, 2026 |
| 1207 | Moran Wealth Management, LLC | US$3.31B | +US$40.19M+1.23% | 815 | August 5, 2026 |
| 1208 | Main Management ETF Advisors, LLC | US$3.3BFiled in thousands, converted | +US$623.44M+23.27% | 103 | August 14, 2026 |
| 1209 | DeepCurrents Investment Group LLC | US$3.3B | +US$179.99M+5.77% | 264 | August 14, 2026 |
| 1210 | ATLAS Infrastructure Partners (UK) Ltd. | US$3.3B | +US$458.6M+16.15% | 11 | August 14, 2026 |
| 1211 | Venrock Adviser, LLC | US$3.3B | +US$618.93M+23.10% | 33 | August 14, 2026 |
| 1212 | Prana Capital Management, LP | US$3.3B | +US$8.47M+0.26% | 122 | August 14, 2026 |
| 1213 | Oribel Capital Management, LP | US$3.29B | +US$1.03B+45.30% | 143 | August 13, 2026 |
| 1214 | Bollard Group LLC | US$3.29BFiled in thousands, converted | −US$108.17M−3.19% | 309 | August 12, 2026 |
| 1215 | Vulcan Value Partners, LLC | US$3.29B | −US$487.13M−12.91% | 36 | August 10, 2026 |
| 1216 | CWA Asset Management Group, LLC | US$3.28B | +US$335.14M+11.38% | 729 | July 14, 2026 |
| 1217 | Corvex Management LP | US$3.27B | +US$759.24M+30.19% | 25 | August 14, 2026 |
| 1218 | ADAMS DIVERSIFIED EQUITY FUND, INC. | US$3.27B | +US$436.16M+15.37% | 103 | July 22, 2026 |
| 1219 | Fulton Bank, N.A. | US$3.27B | +US$436.22M+15.38% | 963 | July 9, 2026 |
| 1220 | STEADFAST CAPITAL MANAGEMENT LP | US$3.26B | +US$341.2M+11.67% | 84 | August 14, 2026 |
| 1221 | TRILLIUM ASSET MANAGEMENT, LLC | US$3.25B | +US$236.52M+7.85% | 230 | August 11, 2026 |
| 1222 | Pallas Capital Advisors LLC | US$3.25B | +US$591.3M+22.25% | 1,034 | August 7, 2026 |
| 1223 | Sound Shore Management Inc /CT/ | US$3.25B | +US$263.71M+8.84% | 40 | August 12, 2026 |
| 1224 | Meridian Wealth Management, LLC | US$3.25B | +US$425.14M+15.07% | 837 | August 5, 2026 |
| 1225 | Nishkama Capital, LLC | US$3.25B | +US$1.66B+104.79% | 61 | August 14, 2026 |
| 1226 | Focus Financial Network, Inc. | US$3.23B | +US$441.21M+15.82% | 764 | July 9, 2026 |
| 1227 | TOKIO MARINE ASSET MANAGEMENT CO LTD | US$3.23B | +US$442.31M+15.88% | 632 | July 30, 2026 |
| 1228 | Marathon Trading Investment Management LLC | US$3.23B | −US$446.1M−12.15% | 364 | August 12, 2026 |
| 1229 | WASHINGTON TRUST Co | US$3.22B | +US$260.17M+8.79% | 656 | August 3, 2026 |
| 1230 | Y.D. More Investments Ltd | US$3.21B | +US$659.27M+25.82% | 625 | August 5, 2026 |
| 1231 | Members Trust Co | US$3.21B | +US$202.64M+6.73% | 288 | July 31, 2026 |
| 1232 | ELEMENT CAPITAL MANAGEMENT LLC | US$3.2B | +US$2.15B+204.13% | 72 | August 14, 2026 |
| 1233 | INTEGRITY ALLIANCE, LLC. | US$3.2B | +US$562.68M+21.35% | 858 | July 31, 2026 |
| 1234 | Nan Shan Life Insurance Co., Ltd. | US$3.19B | +US$429.64M+15.55% | 82 | August 14, 2026 |
| 1235 | Constellation Investments, Inc. | US$3.18B | +US$171.64M+5.70% | 19 | July 17, 2026 |
| 1236 | Trivest Advisors Ltd | US$3.18B | +US$1.79B+129.13% | 15 | August 10, 2026 |
| 1237 | GeoWealth Management, LLC | US$3.18B | +US$403.32M+14.53% | 987 | July 30, 2026 |
| 1238 | Virtu Financial LLC | US$3.18BFiled in thousands, converted | +US$763M+31.61% | 1,548 | August 13, 2026 |
| 1239 | CHILTON CAPITAL MANAGEMENT LLC | US$3.17B | +US$294.15M+10.24% | 592 | August 4, 2026 |
| 1240 | ARGENT CAPITAL MANAGEMENT LLC | US$3.17B | −US$3.42M−0.11% | 168 | July 15, 2026 |
| 1241 | Covea Finance | US$3.17B | +US$308.05M+10.78% | 153 | July 13, 2026 |
| 1242 | Fidelity National Financial, Inc. | US$3.16B | +US$449.27M+16.54% | 31 | August 7, 2026 |
| 1243 | Gladstone Institutional Advisory LLC | US$3.16B | +US$463.94M+17.19% | 892 | July 27, 2026 |
| 1244 | Pacific Heights Asset Management LLC | US$3.16B | +US$169.93M+5.69% | 77 | August 17, 2026 |
| 1245 | SPROTT INC. | US$3.15B | −US$282.89M−8.23% | 268 | July 28, 2026 |
| 1246 | Blue Whale Capital LLP | US$3.15B | +US$1.05B+49.86% | 27 | August 13, 2026 |
| 1247 | NICOLET BANKSHARES INC | US$3.15B | +US$434.4M+16.03% | 916 | August 11, 2026 |
| 1248 | Lombard Odier Asset Management (Switzerland) SA | US$3.14B | +US$511.34M+19.43% | 453 | August 14, 2026 |
| 1249 | EULAV Asset Management | US$3.13B | +US$8.09M+0.26% | 152 | July 29, 2026 |
| 1250 | HENNESSY ADVISORS INC | US$3.13B | +US$359.54M+12.98% | 325 | July 16, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.