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 |
|---|---|---|---|---|---|
| 1601 | Diversified Enterprises, LLC | US$1.83B | No filing last quarter | 413 | May 15, 2026 |
| 1602 | Dorsey & Whitney Trust CO LLC | US$1.82B | No filing last quarter | 4,686 | May 14, 2026 |
| 1603 | HARVARD MANAGEMENT CO INC | US$1.82B | No filing last quarter | 17 | May 15, 2026 |
| 1604 | MONEY CONCEPTS CAPITAL CORP | US$1.81B | No filing last quarter | 567 | April 30, 2026 |
| 1605 | SPINNAKER TRUST | US$1.81B | No filing last quarter | 327 | April 23, 2026 |
| 1606 | Gobi Capital LLC | US$1.8B | No filing last quarter | 11 | May 15, 2026 |
| 1607 | RICE HALL JAMES & ASSOCIATES, LLC | US$1.8B | No filing last quarter | 243 | May 15, 2026 |
| 1608 | WealthPlan Investment Management, LLC | US$1.79B | No filing last quarter | 515 | April 29, 2026 |
| 1609 | BBR PARTNERS, LLC | US$1.79B | No filing last quarter | 253 | May 12, 2026 |
| 1610 | Cambria Investment Management, L.P. | US$1.79B | No filing last quarter | 682 | May 15, 2026 |
| 1611 | Jacobi Capital Management LLC | US$1.79B | No filing last quarter | 632 | May 14, 2026 |
| 1612 | COURIER CAPITAL LLC | US$1.79B | No filing last quarter | 385 | April 23, 2026 |
| 1613 | JFS WEALTH ADVISORS, LLC | US$1.79B | No filing last quarter | 1,892 | April 21, 2026 |
| 1614 | Kinetic Partners Management, LP | US$1.79B | No filing last quarter | 49 | May 15, 2026 |
| 1615 | Berger Financial Group, Inc | US$1.79B | No filing last quarter | 474 | April 28, 2026 |
| 1616 | Essex Financial Services, Inc. | US$1.78B | No filing last quarter | 794 | April 24, 2026 |
| 1617 | MOODY LYNN LIEBERSON & WALKER, LLC | US$1.78B | No filing last quarter | 250 | April 13, 2026 |
| 1618 | OSTRUM ASSET MANAGEMENT | US$1.78B | No filing last quarter | 562 | May 14, 2026 |
| 1619 | UNIVEST FINANCIAL Corp | US$1.78B | No filing last quarter | 444 | May 1, 2026 |
| 1620 | First Interstate Bank | US$1.78B | No filing last quarter | 296 | April 29, 2026 |
| 1621 | Beacon Capital Management, Inc. | US$1.78B | No filing last quarter | 141 | May 8, 2026 |
| 1622 | Patriot Financial Group Insurance Agency, LLC | US$1.77B | No filing last quarter | 701 | April 22, 2026 |
| 1623 | WADDELL & ASSOCIATES, LLC | US$1.77B | No filing last quarter | 451 | May 11, 2026 |
| 1624 | ATWOOD & PALMER INC | US$1.77B | No filing last quarter | 531 | April 15, 2026 |
| 1625 | FOUNDERS FINANCIAL SECURITIES LLC | US$1.77B | No filing last quarter | 530 | April 17, 2026 |
| 1626 | HITE Hedge Asset Management LLC | US$1.77B | No filing last quarter | 126 | May 15, 2026 |
| 1627 | GRANDFIELD & DODD, LLC | US$1.77B | No filing last quarter | 209 | May 7, 2026 |
| 1628 | Knights of Columbus Asset Advisors LLC | US$1.77B | No filing last quarter | 397 | May 11, 2026 |
| 1629 | Contrarius Group Holdings Ltd | US$1.77B | No filing last quarter | 47 | May 11, 2026 |
| 1630 | Simplicity Wealth,LLC | US$1.76B | No filing last quarter | 748 | April 30, 2026 |
| 1631 | Saratoga Research & Investment Management | US$1.76B | No filing last quarter | 46 | May 8, 2026 |
| 1632 | Aaron Wealth Advisors LLC | US$1.76B | No filing last quarter | 691 | April 21, 2026 |
| 1633 | SUN LIFE FINANCIAL INC | US$1.76BFiled in thousands, converted | No filing last quarter | 48 | May 14, 2026 |
| 1634 | NEA Management Company, LLC | US$1.76B | No filing last quarter | 26 | May 15, 2026 |
| 1635 | Evensky & Katz LLC | US$1.76BFiled in thousands, converted | No filing last quarter | 72 | April 22, 2026 |
| 1636 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | US$1.76B | No filing last quarter | 403 | April 9, 2026 |
| 1637 | Campbell & CO Investment Adviser LLC | US$1.76B | No filing last quarter | 1,014 | May 15, 2026 |
| 1638 | Symmetry Partners, LLC | US$1.75B | No filing last quarter | 282 | April 27, 2026 |
| 1639 | Principle Wealth Partners LLC | US$1.75B | No filing last quarter | 380 | May 7, 2026 |
| 1640 | Foster Victor Wealth Advisors, LLC | US$1.75B | No filing last quarter | 243 | April 20, 2026 |
| 1641 | CAS Investment Partners, LLC | US$1.75B | No filing last quarter | 5 | May 15, 2026 |
| 1642 | DNCA FINANCE | US$1.75B | No filing last quarter | 108 | May 14, 2026 |
| 1643 | GUARDCAP ASSET MANAGEMENT Ltd | US$1.75B | No filing last quarter | 27 | April 28, 2026 |
| 1644 | MEEDER ASSET MANAGEMENT INC | US$1.75B | No filing last quarter | 2,186 | May 7, 2026 |
| 1645 | Siemens Fonds Invest GmbH | US$1.75B | No filing last quarter | 548 | May 15, 2026 |
| 1646 | Valiant Capital Management, L.P. | US$1.74B | No filing last quarter | 34 | May 15, 2026 |
| 1647 | NWAM LLC | US$1.74B | No filing last quarter | 621 | May 4, 2026 |
| 1648 | McKinley Carter Wealth Services, Inc. | US$1.73B | No filing last quarter | 307 | April 20, 2026 |
| 1649 | ROFFMAN MILLER ASSOCIATES INC /PA/ | US$1.73B | No filing last quarter | 86 | April 14, 2026 |
| 1650 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | US$1.73B | No filing last quarter | 163 | May 15, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.