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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
1901Strategy Capital LLCUS$1.62B+32.69%
1902Clear Harbor Asset Management, LLCUS$1.62B+11.89%
1903Morningstar Investment Management LLCUS$1.62B+0.39%
1904NAPLES GLOBAL ADVISORS, LLCUS$1.62B+18.26%
1905Capital Investment Advisory Services, LLCUS$1.62B+18.18%
1906Coastal Bridge Advisors, LLCUS$1.62B+14.28%
1907Strategic Wealth Partners, Ltd.US$1.62B+14.50%
1908Recurrent Investment Advisors LLCUS$1.61B−3.03%
1909Sound View Wealth Advisors Group, LLCUS$1.61B+9.58%
1910RMR Wealth BuildersUS$1.61B+26.81%
1911BTG Pactual Asset Management US LLCUS$1.61B+39.25%
1912Quintet Private Bank (Europe) S.A.US$1.6B+7.49%
1913DDD Partners, LLCUS$1.6B+10.56%
1914VESTOR CAPITAL, LLCUS$1.6BFiled in thousands, converted+15.46%
1915Moss Adams Wealth Advisors LLCUS$1.6B+17.05%
1916Investure, LLCUS$1.6B−21.52%
1917IMA Advisory Services, Inc.US$1.6B+56.10%
1918ALPINE ASSOCIATES MANAGEMENT INC.US$1.6B−5.82%
1919Beaird Harris Wealth Management, LLCUS$1.6B+8.51%
1920Devon Energy Corp/DEUS$1.59B+234.81%
1921Asset Dedication, LLCUS$1.59B+11.28%
1922NEA Management Company, LLCUS$1.59B−9.73%
1923Cryder Capital Partners LLPUS$1.59B+3.64%
1924AIGH Capital Management LLCUS$1.59B+116.40%
1925SVB WEALTH LLCUS$1.59B+4.50%
1926GSA CAPITAL PARTNERS LLPUS$1.59BFiled in thousands, converted−1.40%
1927Wealthquest CorpUS$1.59B−42.06%
1928PPSC Investment Service CorpUS$1.58B+25.01%
1929Falcon Wealth PlanningUS$1.58B+7.91%
1930Lynrock Lake LPUS$1.58B+8.33%
1931Blue Chip Partners, LLCUS$1.58B+13.95%
1932Rockwood Wealth Management, LLCUS$1.58B+13.25%
1933Ranger Investment Management, L.P.US$1.58B+14.37%
1934Kapitalo Investimentos LtdaUS$1.58B+196.71%
1935ION Fund Management LtdUS$1.58B+123.12%
1936Penn Capital Management Company, LLCUS$1.58B+22.17%
1937AlphaStar Capital Management, LLCUS$1.57B+16.06%
1938Beaumont Financial Advisors, LLCUS$1.57B+7.94%
1939IQ EQ FUND MANAGEMENT (IRELAND) LtdUS$1.57B+19.09%
1940AVITY INVESTMENT MANAGEMENT INC.US$1.57B+14.09%
1941Stonebridge Capital Advisors LLCUS$1.56B+9.47%
1942Everhart Financial Group, Inc.US$1.56B+33.10%
1943Dorsey Asset Management, LLCUS$1.56B+24.33%
1944YHB Investment Advisors, Inc.US$1.56B+11.93%
1945Main Street Financial Solutions, LLCUS$1.56B+13.66%
1946P/E Global LLCUS$1.56B+22.83%
1947Heitman Real Estate Securities LLCUS$1.56B+12.02%
1948HoldCo Asset Management, LPUS$1.56B+15.94%
1949PHILADELPHIA TRUST COUS$1.56BFiled in thousands, converted+9.95%
1950Hardy Reed LLCUS$1.56B+13.62%

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

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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.