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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
1551Distillate Capital Partners LLCUS$1.9BNo filing last quarter
1552Eversept Partners, LPUS$1.9BNo filing last quarter
1553SIGMA INVESTMENT COUNSELORS INCUS$1.89BNo filing last quarter
1554TECTONIC ADVISORS LLCUS$1.89BNo filing last quarter
1555OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCUS$1.89BNo filing last quarter
1556HIGHLAND CAPITAL MANAGEMENT, LLCUS$1.89BNo filing last quarter
1557OAKWORTH CAPITAL, INC.US$1.89BNo filing last quarter
1558Militia Capital Management LLCUS$1.89BNo filing last quarter
1559Voss Capital, LPUS$1.88BNo filing last quarter
1560Trek Financial, LLCUS$1.88BNo filing last quarter
1561S&G FoundationUS$1.88BNo filing last quarter
1562TCI Wealth Advisors, Inc.US$1.88BNo filing last quarter
1563LGT CAPITAL PARTNERS LTD.US$1.88BNo filing last quarter
1564Portolan Capital Management, LLCUS$1.88BNo filing last quarter
1565Jordan Park Group LLCUS$1.88BNo filing last quarter
1566Kovack Advisors, Inc.US$1.87BNo filing last quarter
1567Proficio Capital Partners LLCUS$1.87BNo filing last quarter
1568EVOLVE PRIVATE WEALTH, LLCUS$1.87BNo filing last quarter
1569Progeny 3, Inc.US$1.87BNo filing last quarter
1570LANSDOWNE PARTNERS (UK) LLPUS$1.87BNo filing last quarter
1571Black Creek Investment Management Inc.US$1.86BNo filing last quarter
1572Evanson Asset Management, LLCUS$1.86BNo filing last quarter
1573AMERICAN CAPITAL MANAGEMENT INCUS$1.86BNo filing last quarter
1574BERKLEY W R CORPUS$1.86BNo filing last quarter
1575CenterBook Partners LPUS$1.86BNo filing last quarter
1576Goehring & Rozencwajg Associates, LLCUS$1.86BNo filing last quarter
1577Mizuho Markets Cayman LPUS$1.86BNo filing last quarter
1578StoneX Group Inc.US$1.86BNo filing last quarter
1579Capstone Financial Advisors, Inc.US$1.86BNo filing last quarter
1580OXFORD FINANCIAL GROUP, LTD. LLCUS$1.86BNo filing last quarter
1581J.Safra Asset Management CorpUS$1.86BNo filing last quarter
1582Accredited Investors Inc.US$1.86BNo filing last quarter
1583GREENWOOD GEARHART LLCUS$1.85BNo filing last quarter
1584SHANDA ASSET MANAGEMENT HOLDINGS LtdUS$1.85BNo filing last quarter
1585DEARBORN PARTNERS LLCUS$1.85BNo filing last quarter
1586Lombard Odier Asset Management (Europe) LtdUS$1.85BNo filing last quarter
1587OneAscent Financial Services LLCUS$1.85BNo filing last quarter
1588SMITH CHAS P & ASSOCIATES PA CPASUS$1.84BNo filing last quarter
1589Sepio Capital, LPUS$1.84BNo filing last quarter
1590FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCUS$1.84BNo filing last quarter
1591COMMUNITY TRUST & INVESTMENT COUS$1.84BNo filing last quarter
1592Arvest Bank Trust DivisionUS$1.84BNo filing last quarter
1593Regal Partners LtdUS$1.84BNo filing last quarter
1594OCCUDO QUANTITATIVE STRATEGIES LPUS$1.84BNo filing last quarter
1595ANGELES WEALTH MANAGEMENT, LLCUS$1.84BNo filing last quarter
1596Kensington Asset Management, LLCUS$1.84BNo filing last quarter
1597CIDEL ASSET MANAGEMENT INCUS$1.83BNo filing last quarter
1598Willis Investment CounselUS$1.83BNo filing last quarter
1599Aprio Wealth Management, LLCUS$1.83BNo filing last quarter
1600Standard Investments LLCUS$1.83BNo 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.