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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.

RankInstitutionHoldings ↓Quarter change
1251Belpointe Asset Management LLCUS$2.74BNo filing last quarter
1252SageView Advisory Group, LLCUS$2.74BNo filing last quarter
1253Wealthquest CorpUS$2.74BNo filing last quarter
1254CBIZ Investment Advisory Services, LLCUS$2.74BNo filing last quarter
1255Patient Capital Management, LLCUS$2.74BNo filing last quarter
1256LOCKHEED MARTIN INVESTMENT MANAGEMENT COUS$2.73BNo filing last quarter
1257Giverny Capital Inc.US$2.73BNo filing last quarter
1258MACKAY SHIELDS LLCUS$2.73BNo filing last quarter
1259PROFUND ADVISORS LLCUS$2.72BNo filing last quarter
1260MIRAE ASSET SECURITIES (USA) INC.US$2.72BNo filing last quarter
1261XN LPUS$2.72BNo filing last quarter
1262Cornerstone Advisors, LLCUS$2.72BNo filing last quarter
1263Arizona PSPRS TrustUS$2.72BNo filing last quarter
1264TIMUCUAN ASSET MANAGEMENT INC/FLUS$2.72BNo filing last quarter
1265Nantahala Capital Management, LLCUS$2.72BNo filing last quarter
1266Fidelity National Financial, Inc.US$2.72BNo filing last quarter
1267NICOLET BANKSHARES INCUS$2.71BNo filing last quarter
1268Bowie Capital Management, LLCUS$2.71BNo filing last quarter
1269Shaolin Capital Management LLCUS$2.71BNo filing last quarter
1270Sowell Financial Services LLCUS$2.7BNo filing last quarter
1271Leonteq Securities AGUS$2.7BNo filing last quarter
1272HOLLENCREST CAPITAL MANAGEMENTUS$2.7BNo filing last quarter
1273Longaeva Partners L.P.US$2.7BNo filing last quarter
1274Gladstone Institutional Advisory LLCUS$2.7BNo filing last quarter
1275CAPITAL INTERNATIONAL LTD /CA/US$2.7BNo filing last quarter
1276Henshaw Capital LLCUS$2.7B−3.02%
1277TEXAS PERMANENT SCHOOL FUND CORPUS$2.7BNo filing last quarter
1278PEREGRINE CAPITAL MANAGEMENT LLCUS$2.7BNo filing last quarter
1279Westwood Global Investments, LLCUS$2.68BNo filing last quarter
1280Main Management ETF Advisors, LLCUS$2.68BFiled in thousands, convertedNo filing last quarter
1281Venrock Adviser, LLCUS$2.68BNo filing last quarter
1282TURTLE CREEK ASSET MANAGEMENT INC.US$2.67BNo filing last quarter
1283SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCUS$2.67BNo filing last quarter
1284Welch Group, LLCUS$2.66BNo filing last quarter
1285Pallas Capital Advisors LLCUS$2.66BNo filing last quarter
1286Azimuth Capital Investment Management LLCUS$2.66BNo filing last quarter
1287Banque Cantonale VaudoiseUS$2.66BNo filing last quarter
1288PARTNERS CAPITAL INVESTMENT GROUP, LLPUS$2.65BNo filing last quarter
1289Meritage Group LPUS$2.65BNo filing last quarter
1290Helikon Investments LtdUS$2.65BNo filing last quarter
1291Cerberus Capital Management, L.P.US$2.65BNo filing last quarter
1292Wharton Business Group, LLCUS$2.65BNo filing last quarter
1293NFJ INVESTMENT GROUP, LLCUS$2.64BNo filing last quarter
1294Advance Capital Management, Inc.US$2.64BNo filing last quarter
1295INTEGRITY ALLIANCE, LLC.US$2.64BNo filing last quarter
1296Lombard Odier Asset Management (Switzerland) SAUS$2.63BNo filing last quarter
1297AMAZON COM INCUS$2.63BNo filing last quarter
1298Sofinnova Investments, Inc.US$2.63BNo filing last quarter
1299Western Wealth Management, LLCUS$2.63BNo filing last quarter
1300FIRST MERCHANTS CORPUS$2.63BNo filing last quarter

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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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.