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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
1301Waratah Capital Advisors Ltd.US$2.63BNo filing last quarter
1302PARADIGM CAPITAL MANAGEMENT INC/NYUS$2.61BNo filing last quarter
1303Marathon Asset Management LtdUS$2.61BNo filing last quarter
1304Capital Asset Advisory Services LLCUS$2.61BNo filing last quarter
1305RK Capital Management, LLC/FLUS$2.6BNo filing last quarter
1306GM Advisory Group, LLCUS$2.6BNo filing last quarter
1307Portman Square Capital LLPUS$2.6BNo filing last quarter
1308Bogart Wealth, LLCUS$2.6BNo filing last quarter
1309Confluence Wealth Services, Inc.US$2.58BNo filing last quarter
1310Ameritas Advisory Services, LLCUS$2.58BNo filing last quarter
1311Livforsakringsbolaget Skandia, OmsesidigtUS$2.58BNo filing last quarter
1312Gallagher Fiduciary Advisors, LLCUS$2.58BNo filing last quarter
1313Rakuten Group, Inc.US$2.58BNo filing last quarter
1314Dorsal Capital Management, LPUS$2.57BNo filing last quarter
1315Gateway Wealth Partners, LLCUS$2.57BNo filing last quarter
1316Palestra Capital Management LLCUS$2.57BNo filing last quarter
1317Waldron Private Wealth LLCUS$2.56BNo filing last quarter
1318Heritage Wealth AdvisorsUS$2.56BNo filing last quarter
1319Electron Capital Partners, LLCUS$2.55BNo filing last quarter
1320Y.D. More Investments LtdUS$2.55BNo filing last quarter
1321James Hambro & Partners LLPUS$2.55BNo filing last quarter
1322L1 Capital Pty LtdUS$2.55BNo filing last quarter
1323ROCKLAND TRUST COUS$2.54BNo filing last quarter
1324ODDO BHF ASSET MANAGEMENT SASUS$2.54BNo filing last quarter
1325KLINGENSTEIN FIELDS & CO LPUS$2.54BNo filing last quarter
1326HOWLAND CAPITAL MANAGEMENT LLCUS$2.53BNo filing last quarter
1327LASALLE INVESTMENT MANAGEMENT SECURITIES LLCUS$2.53BNo filing last quarter
1328ST GERMAIN D J CO INCUS$2.53BNo filing last quarter
1329SECURIAN ASSET MANAGEMENT, INCUS$2.53BNo filing last quarter
1330OLD REPUBLIC INTERNATIONAL CORPUS$2.52BFiled in thousands, convertedNo filing last quarter
1331Corvex Management LPUS$2.52BNo filing last quarter
1332Canada Post Corp Registered Pension PlanUS$2.51BNo filing last quarter
1333PITTENGER & ANDERSON INCUS$2.51BNo filing last quarter
1334Stratos Investment Management, LLCUS$2.49BNo filing last quarter
1335QVR LLCUS$2.49BNo filing last quarter
1336FIRST FOUNDATION ADVISORSUS$2.48BNo filing last quarter
1337Balentine LLCUS$2.48BNo filing last quarter
1338Sourcerock Group LLCUS$2.48BNo filing last quarter
1339JB Capital LLCUS$2.48BNo filing last quarter
1340Trajan Wealth LLCUS$2.48BNo filing last quarter
1341Soleus Capital Management, L.P.US$2.47BNo filing last quarter
1342MIROVAUS$2.46BNo filing last quarter
1343BIP Wealth, LLCUS$2.46BNo filing last quarter
1344Greenwich Wealth Management LLCUS$2.45BFiled in thousands, convertedNo filing last quarter
1345Ruffer LLPUS$2.44BNo filing last quarter
1346Quantbot Technologies LPUS$2.44BNo filing last quarter
1347TOYOTA MOTOR CORP/US$2.44BNo filing last quarter
1348SBI Okasan Asset Management Co.Ltd.US$2.44BNo filing last quarter
1349LEAVELL INVESTMENT MANAGEMENT, INC.US$2.44BNo filing last quarter
1350Krane Funds Advisors LLCUS$2.44BNo 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.