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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 1501 | Madison Avenue Partners, LP | US$2.32B | +US$23.34M+1.01% | 25 | August 14, 2026 |
| 1502 | Logos Global Management LP | US$2.32B | +US$320.01M+15.98% | 68 | August 14, 2026 |
| 1503 | Procyon Advisors, LLC | US$2.32B | +US$277.09M+13.58% | 588 | July 9, 2026 |
| 1504 | Accredited Investors Inc. | US$2.31B | +US$458.63M+24.72% | 299 | July 21, 2026 |
| 1505 | GCM Grosvenor Holdings, LLC | US$2.31B | +US$1.41B+156.65% | 24 | August 14, 2026 |
| 1506 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | US$2.31B | +US$239.84M+11.57% | 735 | July 21, 2026 |
| 1507 | TCI Wealth Advisors, Inc. | US$2.31B | +US$428.05M+22.73% | 266 | July 29, 2026 |
| 1508 | Linscomb Wealth, Inc. | US$2.31B | +US$60.28M+2.68% | 311 | July 31, 2026 |
| 1509 | Elser Financial Planning, Inc | US$2.31B | +US$246.14M+11.95% | 124 | July 14, 2026 |
| 1510 | CAMBIAR INVESTORS LLC | US$2.3B | +US$144.84M+6.71% | 150 | July 31, 2026 |
| 1511 | Smith Salley Wealth Management | US$2.3B | +US$312.84M+15.73% | 275 | July 23, 2026 |
| 1512 | PALISADE CAPITAL MANAGEMENT, LP | US$2.3B | −US$706.82M−23.54% | 294 | August 14, 2026 |
| 1513 | SYON CAPITAL LLC | US$2.3B | +US$307.17M+15.45% | 950 | August 14, 2026 |
| 1514 | Bryn Mawr Trust Advisors, LLC | US$2.29B | +US$233.7M+11.34% | 457 | August 3, 2026 |
| 1515 | Goelzer Investment Management, Inc. | US$2.29B | +US$226.88M+10.97% | 314 | July 15, 2026 |
| 1516 | ARES MANAGEMENT LLC | US$2.29B | +US$777.1M+51.22% | 44 | August 14, 2026 |
| 1517 | ARS Investment Partners, LLC | US$2.29B | +US$364.96M+18.97% | 181 | July 9, 2026 |
| 1518 | ALERUS FINANCIAL NA | US$2.29B | +US$266.28M+13.18% | 511 | August 14, 2026 |
| 1519 | NEW SOUTH CAPITAL MANAGEMENT INC | US$2.28B | +US$193.96M+9.29% | 72 | August 10, 2026 |
| 1520 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | US$2.27B | +US$39.48M+1.77% | 10 | August 14, 2026 |
| 1521 | Reynders McVeigh Capital Management, LLC | US$2.26BFiled in thousands, converted | +US$277.87M+14.02% | 196 | September 15, 2026 |
| 1522 | TIG Advisors, LLC | US$2.26B | +US$93.99M+4.34% | 109 | August 14, 2026 |
| 1523 | TEXAS PERMANENT SCHOOL FUND CORP | US$2.26B | −US$441.24M−16.36% | 15 | July 23, 2026 |
| 1524 | GW HENSSLER & ASSOCIATES LTD | US$2.25B | +US$124.87M+5.88% | 268 | July 28, 2026 |
| 1525 | LOWE BROCKENBROUGH & CO INC | US$2.25B | +US$241.4M+12.04% | 341 | August 3, 2026 |
| 1526 | HEARTLAND ADVISORS INC | US$2.25B | +US$285.44M+14.56% | 244 | August 11, 2026 |
| 1527 | 3EDGE Asset Management, LP | US$2.24B | +US$173.2M+8.37% | 94 | July 27, 2026 |
| 1528 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | US$2.23B | +US$214.66M+10.63% | 73 | July 28, 2026 |
| 1529 | Garde Capital, Inc. | US$2.23B | +US$562.06M+33.67% | 252 | July 31, 2026 |
| 1530 | Meridiem Capital Partners LP | US$2.23B | +US$696.71M+45.40% | 85 | August 14, 2026 |
| 1531 | AMERICAN CAPITAL MANAGEMENT INC | US$2.23B | +US$368.4M+19.79% | 80 | August 14, 2026 |
| 1532 | Sound Income Strategies, LLC | US$2.23B | +US$157.55M+7.61% | 483 | July 20, 2026 |
| 1533 | Meiji Yasuda Asset Management Co Ltd. | US$2.22B | +US$218.54M+10.91% | 596 | August 13, 2026 |
| 1534 | Checchi Capital Advisers, LLC | US$2.22B | +US$240.99M+12.18% | 609 | August 4, 2026 |
| 1535 | Affinity Asset Advisors, LLC | US$2.21B | +US$276.16M+14.26% | 113 | August 13, 2026 |
| 1536 | BSN CAPITAL PARTNERS Ltd | US$2.21B | +US$89.14M+4.20% | 37 | August 12, 2026 |
| 1537 | PARSONS CAPITAL MANAGEMENT INC/RI | US$2.21B | +US$22.32M+1.02% | 526 | July 24, 2026 |
| 1538 | INVESTMENT HOUSE LLC | US$2.21B | +US$288.99M+15.04% | 221 | July 31, 2026 |
| 1539 | 1ST SOURCE BANK | US$2.21B | +US$268.02M+13.83% | 421 | August 6, 2026 |
| 1540 | TANG CAPITAL MANAGEMENT LLC | US$2.2B | +US$232.82M+11.82% | 41 | August 14, 2026 |
| 1541 | Leeward Investments, LLC - MA | US$2.2B | +US$172.18M+8.49% | 140 | July 30, 2026 |
| 1542 | Maj Invest Holding A/S | US$2.2BFiled in thousands, converted | −US$72.81M−3.20% | 40 | July 9, 2026 |
| 1543 | Bank of Italy | US$2.2BFiled in thousands, converted | −US$16.38M−0.74% | 8 | July 31, 2026 |
| 1544 | ANGELES WEALTH MANAGEMENT, LLC | US$2.19B | +US$351.78M+19.14% | 632 | July 28, 2026 |
| 1545 | AdvisorNet Financial, Inc | US$2.19B | +US$257.85M+13.35% | 2,278 | July 23, 2026 |
| 1546 | Greenwoods Asset Management Hong Kong Ltd. | US$2.19B | −US$1.69B−43.64% | 27 | August 7, 2026 |
| 1547 | ADAR1 Capital Management, LLC | US$2.19B | +US$486.51M+28.64% | 277 | August 14, 2026 |
| 1548 | Rehmann Capital Advisory Group | US$2.18B | +US$264.21M+13.76% | 704 | August 20, 2026 |
| 1549 | DUPONT CAPITAL MANAGEMENT CORP | US$2.18BFiled in thousands, converted | +US$1.3B+148.00% | 41 | July 29, 2026 |
| 1550 | Traynor Capital Management, Inc. | US$2.18B | +US$472M+27.69% | 369 | July 22, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.