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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
1251ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPUS$3.12B+9.17%
1252HAWK RIDGE CAPITAL MANAGEMENT LPUS$3.12B+13.32%
1253CLIFFORD SWAN INVESTMENT COUNSEL LLCUS$3.12B+6.08%
1254Valley Forge Capital Management, LPUS$3.12B−7.68%
1255Livforsakringsbolaget Skandia, OmsesidigtUS$3.11B+20.79%
1256Van Berkom & Associates Inc.US$3.1BFiled in thousands, converted−49.16%
1257Tema ETFs LLCUS$3.09B+107.81%
1258Advance Capital Management, Inc.US$3.09B+17.24%
1259SurgoCap Partners LPUS$3.09B+3.29%
1260ZWJ INVESTMENT COUNSEL INCUS$3.09B+11.48%
1261WINTON GROUP LtdUS$3.09B+8.32%
1262PEREGRINE CAPITAL MANAGEMENT LLCUS$3.08B+14.18%
1263Smartleaf Asset Management LLCUS$3.08B+11.11%
1264Dixon Mitchell Investment Counsel Inc.US$3.07B+6.90%
1265Henshaw Capital LLCUS$3.07B+13.92%
1266CAPITAL INTERNATIONAL LTD /CA/US$3.06B+13.57%
1267Belpointe Asset Management LLCUS$3.06B+11.72%
1268Sowell Financial Services LLCUS$3.06B+13.17%
1269Western Wealth Management, LLCUS$3.06B+16.26%
1270SageView Advisory Group, LLCUS$3.05B+11.51%
1271Patient Capital Management, LLCUS$3.05B+11.53%
1272DV Trading LLCUS$3.05B−27.80%
1273Comprehensive Financial Management LLCUS$3.05B+1.07%
1274Hirtle & Co., LLCUS$3.04B+4.21%
1275SBI Okasan Asset Management Co.Ltd.US$3.04B+24.64%
1276Johnson Financial Group, Inc.US$3.04B+10.09%
1277SUMMITRY LLCUS$3.04B+7.25%
1278Gallagher Fiduciary Advisors, LLCUS$3.04B+17.97%
1279Cornerstone Advisors, LLCUS$3.04B+11.71%
1280COOKSON PEIRCE & CO INCUS$3.04B+28.51%
1281BlueCrest Capital Management LtdUS$3.04B+79.28%
1282Scharf Investments, LLCUS$3.03B−6.70%
1283Empyrean Capital Partners, LPUS$3.03B−1.44%
1284EAGLE GLOBAL ADVISORS LLCUS$3.02B+8.85%
1285Harvest Fund Management Co., LtdUS$3.02B+28.40%
1286Meiji Yasuda Life Insurance CoUS$3.01B+3.02%
1287SCHWARTZ INVESTMENT COUNSEL INCUS$3.01B+7.06%
1288Hosking Partners LLPUS$3.01B+7.74%
1289Cornerstone Investment Partners, LLCUS$2.99B+25.67%
1290Wharton Business Group, LLCUS$2.99B+12.98%
1291MacKay Shields LLCUS$2.99B+9.44%
1292L1 Capital Pty LtdUS$2.97B+16.82%
1293Giverny Capital Inc.US$2.97B+8.90%
1294EverSource Wealth Advisors, LLCUS$2.97B−9.53%
1295GLOBALT Investments LLC / GAUS$2.97B+5.74%
1296Azimuth Capital Investment Management LLCUS$2.96B+11.53%
1297Simplicity Wealth,LLCUS$2.96B+67.90%
1298Focused Investors LLCUS$2.96B−3.66%
1299NFJ INVESTMENT GROUP, LLCUS$2.96B+11.95%
1300Innovator Capital Management, LLCUS$2.95B+218.87%

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.