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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
1401North Reef Capital Management LPUS$2.61B−10.24%
1402GenTrust, LLCUS$2.6B+11.42%
1403BLS Capital Fondsmaeglerselskab A/SUS$2.6B−11.62%
1404Meritage Group LPUS$2.6B−2.07%
1405Motley Fool Asset Management LLCUS$2.59B+11.47%
1406Paralel Advisors LLCUS$2.59B+7.60%
1407McAdam, LLCUS$2.59B+16.62%
1408CENTAURUS FINANCIAL, INC.US$2.59B+23.02%
1409Venturi Wealth Management, LLCUS$2.58B+16.43%
1410PFG Investments, LLCUS$2.58B+20.28%
1411Trilogy Capital Inc.US$2.58B+13.51%
1412PAULSON & CO. INC.US$2.58B−17.22%
1413Root Financial Partners, LLCUS$2.57B+19.03%
1414ECLIPSE OPERATIONS, LLCUS$2.57B+6402.47%
1415Moors & Cabot, Inc.US$2.57B+10.10%
1416CSS LLC/ILUS$2.57B+23.02%
1417Chesley Taft & Associates LLCUS$2.57B+7.36%
1418STALEY CAPITAL ADVISERS INCUS$2.57B+8.61%
1419TURTLE CREEK ASSET MANAGEMENT INC.US$2.56B−4.23%
1420Ausdal Financial Partners, Inc.US$2.56B+13.73%
1421CAPITAL COUNSEL LLC/NYUS$2.56B+8.84%
1422ROCKLAND TRUST COUS$2.55B+0.40%
1423WealthPLAN Partners, LLCUS$2.55B+392.60%
1424BERKSHIRE ASSET MANAGEMENT LLC/PAUS$2.55B+9.27%
1425NORTH STAR ASSET MANAGEMENT INCUS$2.54B+10.30%
1426Sageworth Trust CoUS$2.54B+9.11%
1427Acropolis Investment Management, LLCUS$2.54B+12.04%
1428Pine Valley Investments Ltd Liability CoUS$2.53B+16.18%
1429Visionary Wealth AdvisorsUS$2.53B+12.05%
1430Integral Health Asset Management, LLCUS$2.53B+21.08%
1431LOCKHEED MARTIN INVESTMENT MANAGEMENT COUS$2.53B−7.48%
1432Index Fund Advisors, Inc.US$2.52B+13.35%
1433Luxor Capital Group, LPUS$2.52B+75.63%
1434Nippon Life Global Investors Americas, Inc.US$2.51B+13.38%
1435Entropy Technologies, LPUS$2.51B+15.90%
1436BASSWOOD CAPITAL MANAGEMENT, L.L.C.US$2.51B+18.53%
1437Electron Capital Partners, LLCUS$2.5B−1.96%
1438Smithfield Trust CoUS$2.5BFiled in thousands, converted+9.08%
1439Delta Accumulation, LLCUS$2.5B+117.03%
1440Route One Investment Company, L.P.US$2.49B+6.01%
1441Quantbot Technologies LPUS$2.49B+1.84%
1442SOFI WEALTH, LLCUS$2.48B+19.73%
1443SEVEN GRAND MANAGERS, LLCUS$2.48B+65.96%
1444HRTG GPE, LLCUS$2.48B+217.70%
1445StoneX Group Inc.US$2.48B+33.56%
1446KINGSWOOD WEALTH ADVISORS, LLCUS$2.48B+17.70%
1447Valiant Capital Management, L.P.US$2.48B+42.32%
1448SIMON QUICK ADVISORS, LLCUS$2.48B+13.26%
1449Birch Hill Investment Advisors LLCUS$2.47B+10.83%
1450Csenge Advisory GroupUS$2.47B+12.83%

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.