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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
1701Anomaly Capital Management, LPUS$1.65BNo filing last quarter
1702North Star Investment Management Corp.US$1.65BNo filing last quarter
1703CACTI ASSET MANAGEMENT LLCUS$1.65BNo filing last quarter
1704Empire Life Investments Inc.US$1.65BNo filing last quarter
1705TIAA TRUST, NATIONAL ASSOCIATIONUS$1.65BNo filing last quarter
1706CREATIVE FINANCIAL DESIGNS INC /ADVUS$1.65BNo filing last quarter
1707West Virginia University Foundation, IncUS$1.64BNo filing last quarter
1708Greenspring Advisors, LLCUS$1.64BNo filing last quarter
1709PRAXIS INVESTMENT MANAGEMENT INCUS$1.64BFiled in thousands, convertedNo filing last quarter
1710LBMC INVESTMENT ADVISORS, LLCUS$1.64BNo filing last quarter
1711ADELL HARRIMAN & CARPENTER INCUS$1.64BNo filing last quarter
1712UNC Management Company, Inc.US$1.64BFiled in thousands, convertedNo filing last quarter
1713140 Summer Partners LPUS$1.64BNo filing last quarter
1714Milestone Resources Group LtdUS$1.64BFiled in thousands, convertedNo filing last quarter
1715Troluce Capital Advisors LLCUS$1.63BNo filing last quarter
1716Cardinal Point Capital Management ULCUS$1.63BNo filing last quarter
1717Monarch Alternative Capital LPUS$1.63BNo filing last quarter
1718Philosophy Capital Management LLCUS$1.63BNo filing last quarter
1719AE INDUSTRIAL PARTNERS, LPUS$1.63BNo filing last quarter
1720FRANKLIN STREET ADVISORS INC /NCUS$1.63BNo filing last quarter
1721Stratos Wealth Advisors, LLCUS$1.63BNo filing last quarter
1722SRB CORPUS$1.63BNo filing last quarter
1723Sather Financial Group IncUS$1.63BNo filing last quarter
1724Granite Investment Partners, LLCUS$1.63BNo filing last quarter
1725Legacy Private Trust Co.US$1.63BNo filing last quarter
1726Covalis Capital LLPUS$1.63BNo filing last quarter
1727Pine Ridge Advisers LLCUS$1.62BNo filing last quarter
1728Kathmere Capital Management, LLCUS$1.62BNo filing last quarter
1729WOODMONT INVESTMENT COUNSEL LLCUS$1.62BNo filing last quarter
1730INVICTUS PRIVATE WEALTH, LLCUS$1.62BNo filing last quarter
1731Kynam Capital Management, LPUS$1.62BNo filing last quarter
1732HSG Holding LtdUS$1.62BNo filing last quarter
1733True Link Financial Advisors, LLCUS$1.62BNo filing last quarter
1734BROWNING WEST LPUS$1.62BNo filing last quarter
1735Morningstar Investment Management LLCUS$1.62BNo filing last quarter
1736Parcion Private Wealth LLCUS$1.61BNo filing last quarter
1737S&CO INCUS$1.61BFiled in thousands, convertedNo filing last quarter
1738Aristotle Capital Boston, LLCUS$1.61BNo filing last quarter
1739GSA CAPITAL PARTNERS LLPUS$1.61BFiled in thousands, convertedNo filing last quarter
1740FAS Wealth Partners, Inc.US$1.61BNo filing last quarter
1741Roundview Capital LLCUS$1.61BNo filing last quarter
1742Koshinski Asset Management, Inc.US$1.6BNo filing last quarter
1743SHAPIRO CAPITAL MANAGEMENT LLCUS$1.6BNo filing last quarter
1744MOGY JOEL R INVESTMENT COUNSEL INCUS$1.6BNo filing last quarter
1745FIRST AMERICAN BANKUS$1.59BNo filing last quarter
1746LEE DANNER & BASS INCUS$1.59BNo filing last quarter
1747GUARDIAN WEALTH ADVISORS, LLC / NCUS$1.59BNo filing last quarter
1748Vanguard National Trust CoUS$1.59BNo filing last quarter
1749Soltis Investment Advisors LLCUS$1.59B+4.48%
1750Nishkama Capital, LLCUS$1.58BNo 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.