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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
1601WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCUS$2.08B+1.02%
1602OSTRUM ASSET MANAGEMENTUS$2.08B+16.52%
1603UNC Management Company, Inc.US$2.07BFiled in thousands, converted+26.22%
1604Diversified Enterprises, LLCUS$2.07B+13.16%
1605DNCA FINANCEUS$2.06B+18.16%
1606SPINNAKER TRUSTUS$2.06B+13.99%
1607EcoR1 Capital, LLCUS$2.06B−12.71%
1608RICE HALL JAMES & ASSOCIATES, LLCUS$2.05B+14.42%
1609Arvest Bank Trust DivisionUS$2.05B+11.56%
1610Capstone Financial Advisors, Inc.US$2.05B+10.52%
1611Dorsey & Whitney Trust CO LLCUS$2.05B+12.89%
1612Ribbit Management Company, LLCUS$2.05B+22.08%
1613SIGMA INVESTMENT COUNSELORS INCUS$2.05B+8.40%
1614First Western Trust BankUS$2.05B+3.58%
1615Rock Springs Capital Management LPUS$2.05B+20.76%
1616ABRAMS BISON INVESTMENTS, LLCUS$2.05B−11.35%
1617Jacobi Capital Management LLCUS$2.04B+14.21%
1618Evanson Financial, LLCUS$2.04BNo filing last quarter
1619Westchester Capital Management, LLCUS$2.04B−7.44%
1620UNIVEST FINANCIAL CorpUS$2.04B+14.40%
1621683 Capital Management, LLCUS$2.04B+6.28%
1622Siemens Fonds Invest GmbHUS$2.04B+16.65%
1623CenterBook Partners LPUS$2.04B+9.36%
1624CERTUITY, LLCUS$2.03B+33.09%
1625WATERS PARKERSON & CO., LLCUS$2.03B+4.24%
1626BANK OF HAWAIIUS$2.03B+6.19%
1627Principle Wealth Partners LLCUS$2.03B+15.75%
1628C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsUS$2.03B+15.29%
1629Aprio Wealth Management, LLCUS$2.02B+10.56%
1630Cambria Investment Management, L.P.US$2.02B+12.93%
1631WADDELL & ASSOCIATES, LLCUS$2.02B+14.02%
1632PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.US$2.02B+16.61%
1633Hamilton Capital, LLCUS$2.02B+4.63%
1634Trek Financial, LLCUS$2.01B+6.94%
1635WealthPlan Investment Management, LLCUS$2.01B+12.20%
1636Essex Financial Services, Inc.US$2.01B+12.64%
1637JFS WEALTH ADVISORS, LLCUS$2.01B+12.23%
1638COURIER CAPITAL LLCUS$2B+11.95%
1639Strategic Blueprint, LLCUS$2B+16.41%
1640NWAM LLCUS$2B+15.12%
1641Casdin Capital, LLCUS$2B+51.28%
1642Knights of Columbus Asset Advisors LLCUS$2B+12.74%
1643CACTI ASSET MANAGEMENT LLCUS$1.99B+20.85%
1644BOUSSARD & GAVAUDAN GESTION SASUS$1.99BNo filing last quarter
1645Sepio Capital, LPUS$1.99B+7.95%
1646TOYOTA MOTOR CORP/US$1.99B−18.62%
1647PFG AdvisorsUS$1.98B−3.41%
1648Signal Advisors Wealth, LLCUS$1.98B+35.86%
1649Wesleyan Assurance SocietyUS$1.98BFiled in thousands, converted+16.76%
1650CRAMER ROSENTHAL MCGLYNN LLCUS$1.98B+45.08%

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.