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 |
|---|---|---|---|---|---|
| 1951 | Pertento Partners LLP | US$1.37B | No filing last quarter | 19 | May 14, 2026 |
| 1952 | Bank of Finland | US$1.37B | No filing last quarter | 4 | April 14, 2026 |
| 1953 | Aquamarine Financial (Cayman) Ltd | US$1.37B | No filing last quarter | 17 | May 15, 2026 |
| 1954 | QVT Financial LP | US$1.37B | No filing last quarter | 76 | May 15, 2026 |
| 1955 | Prescott General Partners LLC | US$1.37B | No filing last quarter | 10 | May 15, 2026 |
| 1956 | DENDUR CAPITAL LP | US$1.36B | No filing last quarter | 22 | May 15, 2026 |
| 1957 | FORA Capital, LLC | US$1.36B | No filing last quarter | 413 | May 15, 2026 |
| 1958 | Bouchey Financial Group Ltd | US$1.36B | No filing last quarter | 173 | April 13, 2026 |
| 1959 | CRAMER ROSENTHAL MCGLYNN LLC | US$1.36B | No filing last quarter | 86 | May 15, 2026 |
| 1960 | Arnhold LLC | US$1.36B | No filing last quarter | 118 | May 11, 2026 |
| 1961 | Stack Financial Management, Inc | US$1.36B | No filing last quarter | 52 | May 4, 2026 |
| 1962 | LYELL WEALTH MANAGEMENT, LP | US$1.36B | No filing last quarter | 216 | May 7, 2026 |
| 1963 | VICUS CAPITAL | US$1.36B | No filing last quarter | 251 | April 22, 2026 |
| 1964 | TCM Advisors, LLC | US$1.36B | No filing last quarter | 69 | May 14, 2026 |
| 1965 | SOMA EQUITY PARTNERS LP | US$1.36B | No filing last quarter | 20 | May 15, 2026 |
| 1966 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | US$1.36B | No filing last quarter | 178 | April 23, 2026 |
| 1967 | Washington Trust Bank | US$1.36B | No filing last quarter | 348 | May 7, 2026 |
| 1968 | Narwhal Capital Management | US$1.36B | No filing last quarter | 169 | April 24, 2026 |
| 1969 | AlphaStar Capital Management, LLC | US$1.35B | No filing last quarter | 236 | April 15, 2026 |
| 1970 | KMG FIDUCIARY PARTNERS, LLC | US$1.35B | No filing last quarter | 261 | April 13, 2026 |
| 1971 | Partners Group Holding AG | US$1.35B | No filing last quarter | 50 | May 15, 2026 |
| 1972 | McIlrath & Eck, LLC | US$1.35B | No filing last quarter | 1,645 | May 19, 2026 |
| 1973 | Heck Capital Advisors, LLC | US$1.35B | No filing last quarter | 202 | April 16, 2026 |
| 1974 | CapWealth Advisors, LLC | US$1.35B | No filing last quarter | 118 | May 5, 2026 |
| 1975 | Van Hulzen Asset Management, LLC | US$1.35B | No filing last quarter | 363 | May 14, 2026 |
| 1976 | PBCay One RSC Ltd | US$1.34B | No filing last quarter | 18 | May 14, 2026 |
| 1977 | HoldCo Asset Management, LP | US$1.34B | No filing last quarter | 29 | May 15, 2026 |
| 1978 | Verity & Verity, LLC | US$1.34B | No filing last quarter | 204 | April 15, 2026 |
| 1979 | OAKTOP CAPITAL MANAGEMENT II, L.P. | US$1.34B | No filing last quarter | 14 | May 14, 2026 |
| 1980 | Fusion Family Wealth, LLC | US$1.34B | No filing last quarter | 47 | May 5, 2026 |
| 1981 | N.E.W. Advisory Services LLC | US$1.34B | No filing last quarter | 914 | May 5, 2026 |
| 1982 | Baring Fintech Manager Holding Ltd | US$1.34B | No filing last quarter | 1 | May 14, 2026 |
| 1983 | 49 WEALTH MANAGEMENT, LLC | US$1.34B | No filing last quarter | 204 | May 13, 2026 |
| 1984 | WBH ADVISORY INC | US$1.34B | No filing last quarter | 350 | April 27, 2026 |
| 1985 | Arete Wealth Advisors, LLC | US$1.33B | −US$108.58M−7.52% | 321 | May 20, 2026 |
| 1986 | Radcliffe Capital Management, L.P. | US$1.33B | No filing last quarter | 405 | May 15, 2026 |
| 1987 | Wellspring Financial Advisors, LLC | US$1.33B | No filing last quarter | 278 | May 15, 2026 |
| 1988 | NBC SECURITIES, INC. | US$1.33B | No filing last quarter | 2,548 | April 14, 2026 |
| 1989 | Applied Finance Capital Management, LLC | US$1.33B | No filing last quarter | 218 | May 4, 2026 |
| 1990 | COMPASS ROSE ASSET MANAGEMENT, LP | US$1.33B | No filing last quarter | 19 | May 14, 2026 |
| 1991 | SHP Wealth Management | US$1.33B | No filing last quarter | 1,826 | May 8, 2026 |
| 1992 | Mantle Ridge LP | US$1.33B | No filing last quarter | 1 | May 15, 2026 |
| 1993 | MARCO INVESTMENT MANAGEMENT LLC | US$1.33B | No filing last quarter | 232 | May 8, 2026 |
| 1994 | Turtle Creek Wealth Advisors, LLC | US$1.32B | No filing last quarter | 480 | April 27, 2026 |
| 1995 | TITLEIST ASSET MANAGEMENT, LLC | US$1.32B | No filing last quarter | 396 | April 30, 2026 |
| 1996 | Hilton Capital Management, LLC | US$1.32B | No filing last quarter | 129 | May 15, 2026 |
| 1997 | Triodos Investment Management BV | US$1.32B | No filing last quarter | 49 | May 7, 2026 |
| 1998 | Ascentis Independent Advisors | US$1.32B | No filing last quarter | 5,735 | April 28, 2026 |
| 1999 | MBL Wealth, LLC | US$1.32B | No filing last quarter | 376 | April 28, 2026 |
| 2000 | China Universal Asset Management Co., Ltd. | US$1.32B | No filing last quarter | 502 | April 28, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.