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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 1851 | Pinnacle Wealth Management Advisory Group, LLC | US$1.46B | No filing last quarter | 550 | April 21, 2026 |
| 1852 | Adelante Capital Management LLC | US$1.46B | No filing last quarter | 42 | May 18, 2026 |
| 1853 | Lynrock Lake LP | US$1.46B | No filing last quarter | 27 | May 15, 2026 |
| 1854 | MCDONALD CAPITAL INVESTORS INC/CA | US$1.46B | No filing last quarter | 21 | May 4, 2026 |
| 1855 | Keystone Financial Group | US$1.46B | No filing last quarter | 528 | May 13, 2026 |
| 1856 | Trinity Street Asset Management LLP | US$1.46B | No filing last quarter | 22 | April 24, 2026 |
| 1857 | Signal Advisors Wealth, LLC | US$1.46B | No filing last quarter | 602 | April 17, 2026 |
| 1858 | Liberty 77 Capital L.P. | US$1.46B | No filing last quarter | 3 | May 14, 2026 |
| 1859 | Beaumont Financial Advisors, LLC | US$1.46B | No filing last quarter | 369 | May 5, 2026 |
| 1860 | CFS Investment Advisory Services, LLC | US$1.45B | No filing last quarter | 353 | April 29, 2026 |
| 1861 | Avalon Trust Co | US$1.45B | No filing last quarter | 460 | May 6, 2026 |
| 1862 | Hikari Tsushin, Inc. | US$1.45B | No filing last quarter | 78 | May 13, 2026 |
| 1863 | DDD Partners, LLC | US$1.45B | No filing last quarter | 138 | April 28, 2026 |
| 1864 | Clear Harbor Asset Management, LLC | US$1.45B | No filing last quarter | 450 | May 5, 2026 |
| 1865 | SSI INVESTMENT MANAGEMENT LLC | US$1.45B | No filing last quarter | 548 | May 14, 2026 |
| 1866 | Vantage Investment Partners, LLC | US$1.45B | No filing last quarter | 64 | May 1, 2026 |
| 1867 | Strategic Investment Advisors / MI | US$1.45B | No filing last quarter | 386 | May 18, 2026 |
| 1868 | CORDA Investment Management, LLC. | US$1.45B | No filing last quarter | 80 | May 4, 2026 |
| 1869 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | US$1.44B | No filing last quarter | 2,365 | May 1, 2026 |
| 1870 | WESTPAC BANKING CORP | US$1.44B | No filing last quarter | 830 | May 12, 2026 |
| 1871 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | US$1.44B | No filing last quarter | 164 | May 15, 2026 |
| 1872 | Luxor Capital Group, LP | US$1.43B | No filing last quarter | 49 | May 15, 2026 |
| 1873 | APPLETON PARTNERS INC/MA | US$1.43BFiled in thousands, converted | No filing last quarter | 262 | April 28, 2026 |
| 1874 | WEITZ INVESTMENT MANAGEMENT, INC. | US$1.43B | No filing last quarter | 49 | May 14, 2026 |
| 1875 | Kopernik Global Investors, LLC | US$1.43B | No filing last quarter | 31 | May 13, 2026 |
| 1876 | K2 PRINCIPAL FUND, L.P. | US$1.43B | No filing last quarter | 487 | May 14, 2026 |
| 1877 | Styrax Capital, LP | US$1.43B | No filing last quarter | 17 | May 15, 2026 |
| 1878 | Callodine Capital Management, LP | US$1.43B | No filing last quarter | 56 | May 15, 2026 |
| 1879 | TRIGLAV INVESTMENTS, D.O.O. | US$1.43B | No filing last quarter | 166 | May 4, 2026 |
| 1880 | Sage Mountain Advisors LLC | US$1.43B | No filing last quarter | 281 | May 11, 2026 |
| 1881 | Stonebridge Capital Advisors LLC | US$1.43B | No filing last quarter | 211 | May 14, 2026 |
| 1882 | Asset Dedication, LLC | US$1.43B | No filing last quarter | 1,114 | May 29, 2026 |
| 1883 | Alaska Permanent Capital Management, LLC | US$1.43B | No filing last quarter | 39 | April 24, 2026 |
| 1884 | Kontiki Capital Management (HK) Ltd. | US$1.43B | No filing last quarter | 7 | May 15, 2026 |
| 1885 | PARK PRESIDIO CAPITAL LLC | US$1.43B | No filing last quarter | 13 | May 15, 2026 |
| 1886 | Insight Holdings Group, LLC | US$1.42B | No filing last quarter | 28 | May 15, 2026 |
| 1887 | Waterloo Capital, L.P. | US$1.42B | No filing last quarter | 481 | May 12, 2026 |
| 1888 | Nextech Invest, Ltd. | US$1.42B | No filing last quarter | 17 | May 15, 2026 |
| 1889 | KANAWHA CAPITAL MANAGEMENT LLC | US$1.42B | No filing last quarter | 221 | April 28, 2026 |
| 1890 | BROADWOOD CAPITAL INC | US$1.42B | No filing last quarter | 6 | May 15, 2026 |
| 1891 | PHILADELPHIA TRUST CO | US$1.42BFiled in thousands, converted | No filing last quarter | 265 | May 13, 2026 |
| 1892 | Coastal Bridge Advisors, LLC | US$1.41B | No filing last quarter | 446 | May 14, 2026 |
| 1893 | Kryger Capital LLC | US$1.41B | No filing last quarter | 76 | May 14, 2026 |
| 1894 | KINTRA WEALTH, LLC | US$1.41B | No filing last quarter | 408 | May 15, 2026 |
| 1895 | OLP CAPITAL MANAGEMENT Ltd | US$1.41B | No filing last quarter | 11 | May 19, 2026 |
| 1896 | Premier Fund Managers Ltd | US$1.41BFiled in thousands, converted | No filing last quarter | 167 | May 14, 2026 |
| 1897 | Spyglass Capital Management LLC | US$1.41B | No filing last quarter | 25 | May 18, 2026 |
| 1898 | Strategic Wealth Partners, Ltd. | US$1.41B | US$00.00% | 309 | May 12, 2026 |
| 1899 | Quent Capital, LLC | US$1.41B | No filing last quarter | 1,534 | April 28, 2026 |
| 1900 | Efficient Advisors, LLC | US$1.41B | No filing last quarter | 58 | April 29, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.