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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
1701GRANDFIELD & DODD, LLCUS$1.91B+7.72%
1702Verdence Capital Advisors LLCUS$1.9B+10.79%
1703DENDUR CAPITAL LPUS$1.9B+39.55%
1704Foster Victor Wealth Advisors, LLCUS$1.9B+8.82%
1705PDT Partners, LLCUS$1.9B+12.68%
1706JANA Partners Management, LPUS$1.9B+14.08%
1707PRAXIS INVESTMENT MANAGEMENT INCUS$1.9BFiled in thousands, converted+15.86%
1708TRIGLAV INVESTMENTS, D.O.O.US$1.9B+32.90%
1709GFS Advisors, LLCUS$1.9B+20.86%
1710FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCUS$1.9B+2.92%
1711MOODY LYNN LIEBERSON & WALKER, LLCUS$1.9B+6.38%
1712Turtle Creek Wealth Advisors, LLCUS$1.89B+43.02%
1713Kathmere Capital Management, LLCUS$1.89B+16.39%
1714PATTEN & PATTEN INC/TNUS$1.89B+14.05%
1715NEXT CENTURY GROWTH INVESTORS LLCUS$1.89B+36.70%
1716Jaffetilchin Investment Partners, LLCUS$1.89B+12.20%
1717CAS Investment Partners, LLCUS$1.88B+7.72%
1718OCCUDO QUANTITATIVE STRATEGIES LPUS$1.88B+2.38%
1719Fragasso Financial Advisors IncUS$1.88B+13.37%
1720Koshinski Asset Management, Inc.US$1.88B+17.12%
1721Oasis Management Co Ltd.US$1.88B+9.30%
1722Proem Advisors LLCUS$1.87B+11.61%
1723Robinhood Asset Management, LLCUS$1.87B+35.52%
1724Texas Capital Bank Wealth Management Services IncUS$1.87B+10.87%
1725KEYSTONE INVESTORS PTE LTDUS$1.87BNo filing last quarter
1726B. Riley Wealth Advisors, Inc.US$1.87B+18.27%
1727LMCG INVESTMENTS, LLCUS$1.87B+11.11%
1728BAR HARBOR WEALTH MANAGEMENTUS$1.86B+8.95%
1729INVICTUS PRIVATE WEALTH, LLCUS$1.86B+14.81%
1730SRB CORPUS$1.86B+14.19%
1731Johnson Financial Group, LLCUS$1.86B+23.60%
1732Pertento Partners LLPUS$1.86B+35.70%
1733Private Advisory Group LLCUS$1.85B+21.61%
1734Ninety One SA (Pty) LtdUS$1.85B−20.58%
1735Spyglass Capital Management LLCUS$1.85B+30.79%
1736VERUS CAPITAL PARTNERS, LLCUS$1.85B+26.21%
1737LBMC INVESTMENT ADVISORS, LLCUS$1.85B+12.53%
1738FJ Investments, LLCUS$1.84B+20.09%
1739North Star Investment Management Corp.US$1.84B+11.50%
1740Vanguard National Trust CoUS$1.84B+15.62%
1741Bridgewater Advisors Inc.US$1.83B+9.10%
1742Kensington Asset Management, LLCUS$1.83B−0.15%
1743WOODMONT INVESTMENT COUNSEL LLCUS$1.83B+12.91%
1744Summit Global InvestmentsUS$1.83BFiled in thousands, converted+8.04%
1745Roundview Capital LLCUS$1.83B+13.93%
1746Saratoga Research & Investment ManagementUS$1.83B+3.71%
1747HITE Hedge Asset Management LLCUS$1.83B+3.07%
1748Trans-Canada Capital Inc.US$1.83B+31.36%
1749Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.US$1.83B+54.84%
1750Wealthspire Retirement, LLCUS$1.82B+9.38%

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.