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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
2001Mill Capital Management, LLCUS$1.5B+13.88%
2002NEXPOINT ASSET MANAGEMENT, L.P.US$1.5B+0.42%
2003SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIUS$1.5B+14.39%
2004Ethos Financial Group, LLCUS$1.5B+9.28%
2005Johns Hopkins UniversityUS$1.5B+8.39%
2006N.E.W. Advisory Services LLCUS$1.5B+11.81%
2007SWF LLCUS$1.49B+30.32%
2008Tandem Investment Advisors, Inc.US$1.49B−26.81%
2009ProVise Management Group, LLCUS$1.49B+7.28%
2010MOSAIC FAMILY WEALTH PARTNERS, LLCUS$1.49B+52.66%
2011LEVIN CAPITAL STRATEGIES, L.P.US$1.49B+13.04%
2012Aristotle Capital Boston, LLCUS$1.49B−7.44%
2013FAIRHOLME CAPITAL MANAGEMENT LLCUS$1.49B−1.61%
2014Redmile Group, LLCUS$1.49B−1.37%
2015Main Management LLCUS$1.49BFiled in thousands, converted+8.33%
2016WBH ADVISORY INCUS$1.49B+11.47%
2017Gemmer Asset Management LLCUS$1.49B+17.60%
2018MARK ASSET MANAGEMENT LPUS$1.49B+35.45%
2019TITLEIST ASSET MANAGEMENT, LLCUS$1.49B+12.17%
2020PETREDIS INVESTMENT ADVISORS LLCUS$1.49B+21.42%
2021Winthrop Advisory Group LLCUS$1.48B+21.33%
2022CANTOR FITZGERALD INVESTMENT ADVISORS L.P.US$1.48B+9.33%
2023TRANSCEND CAPITAL ADVISORS, LLCUS$1.48B+18.56%
2024AMERICAN EXPRESS COUS$1.48B+68.28%
2025Hackensack Meridian Health, Inc.US$1.48B+39.76%
2026Fiduciary Alliance LLCUS$1.48B−10.74%
2027Symmetry Investments LPUS$1.48B+61.97%
2028LANARK FINANCIAL, INC.US$1.48B+10.78%
2029KNIGHTSBRIDGE ASSET MANAGEMENT, LLCUS$1.47B+98.27%
2030Hilton Capital Management, LLCUS$1.47B+11.00%
2031Park West Asset Management LLCUS$1.47B+24.57%
2032Partners Group Holding AGUS$1.47B+8.56%
2033HARBOR CAPITAL ADVISORS, INC.US$1.47BFiled in thousands, converted+18.78%
2034Rovida Investment Management LtdUS$1.47B+83.95%
2035Parkside Financial Bank & TrustUS$1.47B+12.36%
2036Edgemoor Investment Advisors, Inc.US$1.47B+15.34%
2037MBL Wealth, LLCUS$1.47B+10.89%
2038NEUMEIER POMA INVESTMENT COUNSEL LLCUS$1.46B+20.39%
2039Harvey Partners, LLCUS$1.46B+16.21%
2040Arini Capital Management LtdUS$1.46B+130.08%
2041CapWealth Advisors, LLCUS$1.46B+8.18%
2042FORA Capital, LLCUS$1.46B+6.73%
2043Penobscot Investment Management Company, Inc.US$1.46B+13.83%
2044CHAI TRUST CO LLCUS$1.45B+23.09%
2045Verity & Verity, LLCUS$1.45B+8.30%
2046SHP Wealth ManagementUS$1.45B+9.65%
2047Danmarks NationalbankUS$1.45B+20.69%
2048Baring Fintech Manager Holding LtdUS$1.45B+8.45%
2049Narwhal Capital ManagementUS$1.45B+6.84%
2050Nilsine Partners, LLCUS$1.45B+13.06%

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.