AiSiWhale

AI & tech investing

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
1801AMI ASSET MANAGEMENT CORPUS$1.74B+10.90%
1802FIDELIS CAPITAL PARTNERS, LLCUS$1.74B+23.74%
1803GC Wealth Management RIA, LLCUS$1.73B−28.21%
1804LEE DANNER & BASS INCUS$1.73B+8.92%
1805BEESE FULMER INVESTMENT MANAGEMENT, INC.US$1.73B+10.96%
1806S&CO INCUS$1.73BFiled in thousands, converted+7.39%
1807VALLEY WEALTH MANAGERS, INC.US$1.73B+11.44%
1808True Link Financial Advisors, LLCUS$1.73B+6.80%
1809PDS Planning, IncUS$1.73B+13.96%
1810ALBION FINANCIAL GROUP /UTUS$1.73B+11.39%
1811PATRIOT INVESTMENT MANAGEMENT GROUP, INC.US$1.72B+10.18%
1812HOWE & RUSLING INCUS$1.72B+12.51%
1813SSI INVESTMENT MANAGEMENT LLCUS$1.72B+18.81%
1814NOVO HOLDINGS A/SUS$1.72B+39.54%
1815FOSTER DYKEMA CABOT & PARTNERS, LLCUS$1.72B+9.50%
1816GOLDENTREE ASSET MANAGEMENT LPUS$1.72B+1.99%
1817FUKOKU MUTUAL LIFE INSURANCE CoUS$1.72B+12.39%
1818First Trust Capital Management L.P.US$1.72B−9.77%
1819Ascentis Independent AdvisorsUS$1.71B+29.68%
1820INFRASTRUCTURE CAPITAL ADVISORS, LLCUS$1.71B+19.02%
1821L1 Capital International Pty LtdUS$1.71B+1.78%
1822Sienna GestionUS$1.71B+11.34%
1823Ardmore Road Asset Management LPUS$1.7B+12.16%
1824Amanah Holdings TrustUS$1.7B+87.47%
1825Gillson Capital LPUS$1.7BFiled in thousands, converted+39.14%
1826FIRST HORIZON CORPUS$1.7B−10.85%
1827Triad Wealth Partners, LLCUS$1.7B+34.47%
1828FULTON BREAKEFIELD BROENNIMAN LLCUS$1.7B+10.67%
1829Galaxy Digital Inc.US$1.7B+46.83%
1830Keel Point, LLCUS$1.69B+11.89%
1831TIAA TRUST, NATIONAL ASSOCIATIONUS$1.69B+2.79%
1832GENERAL AMERICAN INVESTORS CO INCUS$1.69B+11.14%
1833BROWNING WEST LPUS$1.69B+4.51%
1834Cornerstone Wealth Group, LLCUS$1.69B+8.29%
1835Boston Common Asset Management, LLCUS$1.69B+8.64%
1836Keystone Financial GroupUS$1.69B+15.42%
1837Maple Capital Management, Inc.US$1.68B+12.74%
1838Anson Funds Management LPUS$1.68B−26.36%
1839Theleme Partners LLPUS$1.68B+12.15%
1840Bain Capital Life Sciences Investors, LLCUS$1.68B+51.70%
1841Pinnacle Wealth Management Advisory Group, LLCUS$1.68B+14.78%
1842Commodore Capital LPUS$1.68B−2.86%
1843TRUSTMARK BANK TRUST DEPARTMENTUS$1.68B+7.92%
1844Spear Holdings RSC LtdUS$1.68B+67.34%
1845Clearline Capital LPUS$1.68B−12.96%
1846Invenomic Capital Management LPUS$1.67B−23.18%
1847Heck Capital Advisors, LLCUS$1.67B+24.18%
1848INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCUS$1.67B+16.20%
1849AEW CAPITAL MANAGEMENT L PUS$1.67B+21.44%
1850China Universal Asset Management Co., Ltd.US$1.67B+26.60%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

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.