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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
1751Stratos Wealth Advisors, LLCUS$1.82B+11.79%
1752Thomasville National BankUS$1.82BNo filing last quarter
1753Regal Partners LtdUS$1.81B−1.53%
1754Aquamarine Financial (Cayman) LtdUS$1.81B+32.64%
1755Kynam Capital Management, LPUS$1.81B+11.61%
1756Legacy Private Trust Co.US$1.81B+11.09%
1757Greenspring Advisors, LLCUS$1.8B+9.99%
1758Concentric Capital Strategies, LPUS$1.8B+51.81%
1759Parcion Private Wealth LLCUS$1.8B+11.64%
1760OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCUS$1.8B−4.82%
1761Soltis Investment Advisors LLCUS$1.8B+13.37%
17621900 WEALTH MANAGEMENT LLCUS$1.8B+15.30%
1763Willis Johnson & Associates, Inc.US$1.8B+4.54%
1764Charles Schwab Trust CoUS$1.79B+16.22%
1765Empire Life Investments Inc.US$1.79B+8.86%
1766Avestar Capital, LLCUS$1.79B+15.01%
1767FRANKLIN STREET ADVISORS INC /NCUS$1.79B+9.84%
1768FIRST AMERICAN BANKUS$1.79B+12.28%
1769OAK ASSOCIATES LTD /OH/US$1.79B+20.28%
1770Catalyst Funds Management Pty LtdUS$1.78B+202.06%
1771BARR E S & COUS$1.78B+3.75%
1772Capital Impact Advisors, LLCUS$1.78B+620.61%
1773GUARDIAN WEALTH ADVISORS, LLC / NCUS$1.78B+12.19%
1774Black Creek Investment Management Inc.US$1.78B−4.42%
1775Waterloo Capital, L.P.US$1.78B+24.94%
1776SAGE FINANCIAL GROUP INCUS$1.78B+15.53%
1777Nicholas Investment Partners, LPUS$1.78B+28.15%
1778Financiere des Professionnels - Fonds d'investissement inc.US$1.77B+3.98%
1779Covalis Capital LLPUS$1.77B+9.02%
1780Indivisible PartnersUS$1.77B+56.58%
1781STEPHENS GROUP ASSET MANAGEMENT, LLCUS$1.77B+12.78%
1782OAK RIDGE INVESTMENTS LLCUS$1.77B+16.91%
1783PARK PRESIDIO CAPITAL LLCUS$1.77B+23.90%
1784Frank, Rimerman Advisors LLCUS$1.77B+15.80%
1785Cardinal Point Capital Management ULCUS$1.77B+8.21%
1786Atairos Group, Inc.US$1.76B+44.03%
1787Rheos Capital Works Inc.US$1.75BFiled in thousands, converted+17.12%
1788Fifth Third Securities, Inc.US$1.75B+13.42%
1789Simmons BankUS$1.75B+17.43%
1790Kryger Capital LLCUS$1.75B+23.93%
1791Liberty 77 Capital L.P.US$1.75B+20.32%
1792Plato Investment Management LtdUS$1.75B+17.67%
1793Kepler Cheuvreux (Suisse) SAUS$1.75B+16.13%
1794MOGY JOEL R INVESTMENT COUNSEL INCUS$1.75B+9.26%
1795Aventail Capital Group, LPUS$1.74B−16.43%
1796PBCay One RSC LtdUS$1.74B+29.59%
1797Sather Financial Group IncUS$1.74B+7.10%
1798SHUFRO ROSE & CO LLCUS$1.74B+18.41%
1799KHAZANAH NASIONAL BERHADUS$1.74B+12.55%
1800Goehring & Rozencwajg Associates, LLCUS$1.74B−6.57%

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.