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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
1651Regal Investment Advisors LLCUS$1.73BNo filing last quarter
1652Ocean Park Asset Management, LLCUS$1.73BNo filing last quarter
1653Commodore Capital LPUS$1.73BNo filing last quarter
1654GUYASUTA INVESTMENT ADVISORS INCUS$1.73BNo filing last quarter
1655REBALANCE, LLCUS$1.72BNo filing last quarter
1656Strategic Blueprint, LLCUS$1.72BNo filing last quarter
1657Verdence Capital Advisors LLCUS$1.72BNo filing last quarter
1658BARR E S & COUS$1.72BNo filing last quarter
1659Main Street Research LLCUS$1.72BNo filing last quarter
1660Willis Johnson & Associates, Inc.US$1.72BNo filing last quarter
1661Oasis Management Co Ltd.US$1.72BNo filing last quarter
1662Glenorchy Capital LtdUS$1.72BNo filing last quarter
1663Legacy Wealth Management, LLCUS$1.71BNo filing last quarter
1664Inspire Investing, LLCUS$1.71BNo filing last quarter
1665BAR HARBOR WEALTH MANAGEMENTUS$1.71BNo filing last quarter
1666Financiere des Professionnels - Fonds d'investissement inc.US$1.71BNo filing last quarter
1667Traynor Capital Management, Inc.US$1.7BNo filing last quarter
1668Segment Wealth Management, LLCUS$1.7BNo filing last quarter
1669ADAR1 Capital Management, LLCUS$1.7BNo filing last quarter
1670Rock Springs Capital Management LPUS$1.7BNo filing last quarter
1671ALPINE ASSOCIATES MANAGEMENT INC.US$1.7BNo filing last quarter
1672Summit Global InvestmentsUS$1.69BFiled in thousands, convertedNo filing last quarter
1673Wesleyan Assurance SocietyUS$1.69BFiled in thousands, convertedNo filing last quarter
1674BlueCrest Capital Management LtdUS$1.69BNo filing last quarter
1675Intesa Sanpaolo S.p.A.US$1.69BNo filing last quarter
1676PDT Partners, LLCUS$1.69BNo filing last quarter
1677GOLDENTREE ASSET MANAGEMENT LPUS$1.69BNo filing last quarter
1678Forest Avenue Capital Management LPUS$1.69BNo filing last quarter
1679Texas Capital Bank Wealth Management Services IncUS$1.68BNo filing last quarter
1680Bridgewater Advisors Inc.US$1.68BNo filing last quarter
1681Ribbit Management Company, LLCUS$1.68BNo filing last quarter
1682Jaffetilchin Investment Partners, LLCUS$1.68BNo filing last quarter
1683LMCG INVESTMENTS, LLCUS$1.68BNo filing last quarter
1684L1 Capital International Pty LtdUS$1.68BNo filing last quarter
1685Proem Advisors LLCUS$1.68BNo filing last quarter
1686THOROUGHBRED FINANCIAL SERVICES, LLCUS$1.67BFiled in thousands, convertedNo filing last quarter
1687HHLR Advisors (Hillhouse)CardUS$1.67BNo filing last quarter
1688Garde Capital, Inc.US$1.67BNo filing last quarter
1689JANA Partners Management, LPUS$1.67BNo filing last quarter
1690Wealthspire Retirement, LLCUS$1.67BNo filing last quarter
1691Cerity Partners OCIO LLCUS$1.67BNo filing last quarter
1692GDS Wealth ManagementUS$1.66BNo filing last quarter
1693Global Alpha Capital Management Ltd.US$1.66BNo filing last quarter
1694Recurrent Investment Advisors LLCUS$1.66BNo filing last quarter
1695Fragasso Financial Advisors IncUS$1.66BNo filing last quarter
1696Fiduciary Alliance LLCUS$1.66BNo filing last quarter
1697PATTEN & PATTEN INC/TNUS$1.66BNo filing last quarter
1698BOK Financial Private Wealth, Inc.US$1.66BNo filing last quarter
1699COMPASS CAPITAL MANAGEMENT, INCUS$1.66BNo filing last quarter
1700Bpifrance SAUS$1.65BNo 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.