AiSiWhale

AI & tech investing

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
1351BEACON INVESTMENT ADVISORY SERVICES, INC.US$2.44BNo filing last quarter
1352GHP Investment Advisors, Inc.US$2.43BNo filing last quarter
1353BLB&B Advisors, LLCUS$2.42BNo filing last quarter
1354Purpose Unlimited Inc.US$2.42BNo filing last quarter
1355NORTHEAST INVESTMENT MANAGEMENTUS$2.42BNo filing last quarter
1356GC Wealth Management RIA, LLCUS$2.42BNo filing last quarter
1357Steele Capital Management, Inc.US$2.41BNo filing last quarter
1358Virtu Financial LLCUS$2.41BFiled in thousands, convertedNo filing last quarter
1359Paralel Advisors LLCUS$2.41BNo filing last quarter
1360RWC Asset Management LLPUS$2.4BNo filing last quarter
1361Divisadero Street Capital Management, LPUS$2.39BNo filing last quarter
1362Chesley Taft & Associates LLCUS$2.39BNo filing last quarter
1363Meeder Advisory Services, Inc.US$2.39BNo filing last quarter
1364RENAISSANCE GROUP LLCUS$2.39BNo filing last quarter
1365Connecticut Wealth Management, LLCUS$2.39BNo filing last quarter
1366HighPoint Advisor Group LLCUS$2.39BNo filing last quarter
1367Cornerstone Investment Partners, LLCUS$2.38BNo filing last quarter
1368STALEY CAPITAL ADVISERS INCUS$2.36BNo filing last quarter
1369COOKSON PEIRCE & CO INCUS$2.36BNo filing last quarter
1370Bell BankUS$2.36BNo filing last quarter
1371CLIFTONLARSONALLEN WEALTH ADVISORS, LLCUS$2.36BNo filing last quarter
1372EcoR1 Capital, LLCUS$2.36BNo filing last quarter
1373Harvest Fund Management Co., LtdUS$2.35BNo filing last quarter
1374CAPITAL COUNSEL LLC/NYUS$2.35BNo filing last quarter
1375Route One Investment Company, L.P.US$2.35BNo filing last quarter
1376GenTrust, LLCUS$2.34BNo filing last quarter
1377Moors & Cabot, Inc.US$2.34BNo filing last quarter
1378BERKSHIRE ASSET MANAGEMENT LLC/PAUS$2.33BNo filing last quarter
1379Ninety One SA (Pty) LtdUS$2.33BNo filing last quarter
1380Sageworth Trust CoUS$2.33BNo filing last quarter
1381Motley Fool Asset Management LLCUS$2.33BNo filing last quarter
1382First Beijing Investment LtdUS$2.32BNo filing last quarter
1383DAVIDSON INVESTMENT ADVISORSUS$2.32BNo filing last quarter
1384Baltimore-Washington Financial Advisors, Inc.US$2.32BNo filing last quarter
1385Cercano Management LLCUS$2.32BNo filing last quarter
1386North Dakota State Investment BoardUS$2.31BNo filing last quarter
1387ABRAMS BISON INVESTMENTS, LLCUS$2.31BNo filing last quarter
1388NORTH STAR ASSET MANAGEMENT INCUS$2.31BNo filing last quarter
1389LGT Fund Management Co Ltd.US$2.3BNo filing last quarter
1390Madison Avenue Partners, LPUS$2.3BNo filing last quarter
1391LOGAN CAPITAL MANAGEMENT INCUS$2.3BNo filing last quarter
1392Greenoaks Capital Partners LLCUS$2.3BNo filing last quarter
1393Smithfield Trust CoUS$2.3BFiled in thousands, convertedNo filing last quarter
1394Laurion Capital Management LPUS$2.29BNo filing last quarter
1395Anson Funds Management LPUS$2.29BNo filing last quarter
1396RNC CAPITAL MANAGEMENT LLCUS$2.29BNo filing last quarter
1397RPOA Advisors, Inc.US$2.29BNo filing last quarter
1398Nationwide Fund AdvisorsUS$2.28BNo filing last quarter
1399MCF Advisors LLCUS$2.28BNo filing last quarter
1400FLAGSHIP HARBOR ADVISORS, LLCUS$2.27BNo 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.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

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.