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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
1451SouthState Bank CorpUS$2.14BNo filing last quarter
1452GAMMA Investing LLCUS$2.14BNo filing last quarter
1453Aristotle Atlantic Partners, LLCUS$2.14BNo filing last quarter
1454Empirical Finance, LLCUS$2.13BNo filing last quarter
1455GW HENSSLER & ASSOCIATES LTDUS$2.12BNo filing last quarter
1456BSN CAPITAL PARTNERS LtdUS$2.12BNo filing last quarter
1457BASSWOOD CAPITAL MANAGEMENT, L.L.C.US$2.12BNo filing last quarter
1458ZAZOVE ASSOCIATES LLCUS$2.12BNo filing last quarter
1459GILEAD SCIENCES, INC.US$2.12BNo filing last quarter
1460Index Venture Associates VI LtdUS$2.11BNo filing last quarter
1461KINGSWOOD WEALTH ADVISORS, LLCUS$2.11BNo filing last quarter
1462Hardman Johnston Global Advisors LLCUS$2.1BNo filing last quarter
1463CENTAURUS FINANCIAL, INC.US$2.1BNo filing last quarter
1464Blue Whale Capital LLPUS$2.1BNo filing last quarter
1465Strategic Financial Services, Inc.US$2.1BNo filing last quarter
1466Analog Century Management LPUS$2.09BNo filing last quarter
1467Integral Health Asset Management, LLCUS$2.09BNo filing last quarter
1468Klingman & Associates, LLCUS$2.09BNo filing last quarter
1469CSS LLC/ILUS$2.09BNo filing last quarter
1470NEW SOUTH CAPITAL MANAGEMENT INCUS$2.09BNo filing last quarter
1471DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCUS$2.09BFiled in thousands, convertedNo filing last quarter
1472Aventail Capital Group, LPUS$2.09BNo filing last quarter
1473NLB Skladi, upravljanje premozenja, d.o.o.US$2.09BNo filing last quarter
1474Third Point LLCUS$2.08BNo filing last quarter
1475Avantyr Capital Partners, LPUS$2.08BNo filing last quarter
1476TruWealth Advisors, LLCUS$2.08BNo filing last quarter
1477Avala Global LPUS$2.08BNo filing last quarter
1478SOFI WEALTH, LLCUS$2.08BNo filing last quarter
1479BIT Capital GmbHUS$2.07BNo filing last quarter
1480HALBERT HARGROVE GLOBAL ADVISORS, LLCUS$2.07BNo filing last quarter
1481Sound Income Strategies, LLCUS$2.07BNo filing last quarter
1482Hills Bank & Trust CoUS$2.07BNo filing last quarter
14833EDGE Asset Management, LPUS$2.07BNo filing last quarter
1484Goelzer Investment Management, Inc.US$2.07BNo filing last quarter
1485Granahan Investment Management, LLCUS$2.07BNo filing last quarter
1486SAX WEALTH ADVISORS, LLCUS$2.06BNo filing last quarter
1487EMERALD MUTUAL FUND ADVISERS TRUSTUS$2.06BNo filing last quarter
1488Bryn Mawr Trust Advisors, LLCUS$2.06BNo filing last quarter
1489Elser Financial Planning, IncUS$2.06BNo filing last quarter
1490WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCUS$2.05BNo filing last quarter
1491PFG AdvisorsUS$2.05BNo filing last quarter
1492NORRIS PERNE & FRENCH LLP/MIUS$2.05BNo filing last quarter
1493RBF Capital, LLCUS$2.05BNo filing last quarter
1494Procyon Advisors, LLCUS$2.04BNo filing last quarter
1495Tandem Investment Advisors, Inc.US$2.04BNo filing last quarter
1496Investure, LLCUS$2.04BNo filing last quarter
1497SOUTHEASTERN ASSET MANAGEMENT INC/TN/US$2.03BNo filing last quarter
1498Generate Investment Management LtdUS$2.03BNo filing last quarter
1499Leeward Investments, LLC - MAUS$2.03BNo filing last quarter
1500CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTUS$2.02BNo 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.