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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 1501 | ALERUS FINANCIAL NA | US$2.02B | No filing last quarter | 515 | May 12, 2026 |
| 1502 | Burkehill Global Management, LP | US$2.02B | No filing last quarter | 182 | May 15, 2026 |
| 1503 | Consulta Ltd | US$2.01B | No filing last quarter | 13 | May 15, 2026 |
| 1504 | LOWE BROCKENBROUGH & CO INC | US$2.01B | No filing last quarter | 329 | May 7, 2026 |
| 1505 | Meiji Yasuda Asset Management Co Ltd. | US$2B | No filing last quarter | 548 | May 14, 2026 |
| 1506 | Logos Global Management LP | US$2B | No filing last quarter | 66 | May 15, 2026 |
| 1507 | RIVERNORTH CAPITAL MANAGEMENT, LLC | US$2B | No filing last quarter | 542 | May 15, 2026 |
| 1508 | Cornerstone Wealth Management, LLC | US$2B | No filing last quarter | 712 | April 24, 2026 |
| 1509 | Cormorant Asset Management, LP | US$1.99B | No filing last quarter | 47 | May 15, 2026 |
| 1510 | Smith Salley Wealth Management | US$1.99B | No filing last quarter | 267 | April 16, 2026 |
| 1511 | SYON CAPITAL LLC | US$1.99B | No filing last quarter | 906 | May 13, 2026 |
| 1512 | Reynders McVeigh Capital Management, LLC | US$1.98BFiled in thousands, converted | No filing last quarter | 195 | April 27, 2026 |
| 1513 | First Western Trust Bank | US$1.98B | No filing last quarter | 280 | May 12, 2026 |
| 1514 | Checchi Capital Advisers, LLC | US$1.98B | No filing last quarter | 604 | May 4, 2026 |
| 1515 | TANG CAPITAL MANAGEMENT LLC | US$1.97B | No filing last quarter | 51 | May 15, 2026 |
| 1516 | HEARTLAND ADVISORS INC | US$1.96B | No filing last quarter | 244 | May 6, 2026 |
| 1517 | Smith Group Asset Management, LLC | US$1.96B | No filing last quarter | 162 | May 18, 2026 |
| 1518 | NEEDHAM INVESTMENT MANAGEMENT LLC | US$1.96B | No filing last quarter | 348 | May 15, 2026 |
| 1519 | Finepoint Capital LP | US$1.95B | No filing last quarter | 9 | May 14, 2026 |
| 1520 | Global X Japan Co., Ltd. | US$1.95B | No filing last quarter | 378 | April 13, 2026 |
| 1521 | WATERS PARKERSON & CO., LLC | US$1.95B | No filing last quarter | 188 | April 29, 2026 |
| 1522 | BLACKHILL CAPITAL INC | US$1.94B | No filing last quarter | 49 | May 14, 2026 |
| 1523 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | US$1.94B | No filing last quarter | 29 | May 15, 2026 |
| 1524 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | US$1.94B | No filing last quarter | 773 | April 15, 2026 |
| 1525 | MIDLAND WEALTH ADVISORS, LLC | US$1.94B | No filing last quarter | 160 | May 7, 2026 |
| 1526 | OSTERWEIS CAPITAL MANAGEMENT INC | US$1.94B | No filing last quarter | 277 | May 15, 2026 |
| 1527 | 1ST SOURCE BANK | US$1.94B | No filing last quarter | 425 | May 4, 2026 |
| 1528 | FOSTER & MOTLEY INC | US$1.94BFiled in thousands, converted | No filing last quarter | 395 | April 21, 2026 |
| 1529 | Affinity Asset Advisors, LLC | US$1.94B | No filing last quarter | 105 | May 14, 2026 |
| 1530 | Heard Capital LLC | US$1.93B | No filing last quarter | 21 | May 15, 2026 |
| 1531 | AdvisorNet Financial, Inc | US$1.93B | No filing last quarter | 2,267 | April 17, 2026 |
| 1532 | Stairway Partners, LLC | US$1.93B | No filing last quarter | 18 | April 2, 2026 |
| 1533 | Hamilton Capital, LLC | US$1.93B | −US$69.71M−3.49% | 152 | May 15, 2026 |
| 1534 | Clearline Capital LP | US$1.93B | No filing last quarter | 106 | May 15, 2026 |
| 1535 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | US$1.92B | No filing last quarter | 77 | May 15, 2026 |
| 1536 | ARS Investment Partners, LLC | US$1.92B | No filing last quarter | 182 | April 16, 2026 |
| 1537 | INVESTMENT HOUSE LLC | US$1.92B | No filing last quarter | 223 | April 29, 2026 |
| 1538 | Rehmann Capital Advisory Group | US$1.92B | No filing last quarter | 677 | May 15, 2026 |
| 1539 | Quinn Opportunity Partners LLC | US$1.92B | No filing last quarter | 360 | May 15, 2026 |
| 1540 | 683 Capital Management, LLC | US$1.92B | No filing last quarter | 237 | May 15, 2026 |
| 1541 | ROTHSCHILD INVESTMENT LLC | US$1.91B | No filing last quarter | 3,605 | May 7, 2026 |
| 1542 | Maren Capital LLC | US$1.91B | No filing last quarter | 19 | May 14, 2026 |
| 1543 | BANK OF HAWAII | US$1.91B | No filing last quarter | 277 | May 15, 2026 |
| 1544 | O'Connor Alternative Investments LLC | US$1.91B | No filing last quarter | 134 | August 14, 2026 |
| 1545 | Generali Investments CEE, investicni spolecnost, a.s. | US$1.91B | No filing last quarter | 452 | April 15, 2026 |
| 1546 | Integrated Advisors Network LLC | US$1.91B | No filing last quarter | 690 | April 28, 2026 |
| 1547 | Resonant Capital Advisors, LLC | US$1.9B | No filing last quarter | 495 | April 29, 2026 |
| 1548 | First Trust Capital Management L.P. | US$1.9B | No filing last quarter | 197 | May 14, 2026 |
| 1549 | FIRST HORIZON CORP | US$1.9B | No filing last quarter | 2,094 | April 30, 2026 |
| 1550 | Cyndeo Wealth Partners, LLC | US$1.9B | No filing last quarter | 478 | April 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.