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 |
|---|---|---|---|---|---|
| 2001 | Casdin Capital, LLC | US$1.32B | No filing last quarter | 40 | May 15, 2026 |
| 2002 | M.D. Sass, LLC | US$1.32B | No filing last quarter | 36 | May 14, 2026 |
| 2003 | LEVIN CAPITAL STRATEGIES, L.P. | US$1.32B | No filing last quarter | 232 | May 13, 2026 |
| 2004 | Unison Advisors LLC | US$1.32B | No filing last quarter | 175 | April 28, 2026 |
| 2005 | Cumberland Partners Ltd | US$1.32B | No filing last quarter | 242 | May 14, 2026 |
| 2006 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | US$1.32B | No filing last quarter | 290 | May 11, 2026 |
| 2007 | Mill Capital Management, LLC | US$1.31B | No filing last quarter | 130 | May 4, 2026 |
| 2008 | BloombergSen Inc. | US$1.31B | No filing last quarter | 31 | May 8, 2026 |
| 2009 | Wilkinson Global Asset Management LLC | US$1.31B | No filing last quarter | 91 | May 13, 2026 |
| 2010 | Value Partners Investments Inc. | US$1.31B | No filing last quarter | 105 | April 21, 2026 |
| 2011 | Clarkston Capital Partners, LLC | US$1.31B | No filing last quarter | 100 | May 14, 2026 |
| 2012 | Qsemble Capital Management, LP | US$1.31B | No filing last quarter | 430 | May 7, 2026 |
| 2013 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | US$1.31B | No filing last quarter | 158 | April 28, 2026 |
| 2014 | PRELUDE CAPITAL MANAGEMENT, LLC | US$1.31B | No filing last quarter | 1,176 | May 15, 2026 |
| 2015 | EASTERLY INVESTMENT PARTNERS LLC | US$1.31B | No filing last quarter | 166 | May 11, 2026 |
| 2016 | First Heartland Consultants, Inc. | US$1.31B | No filing last quarter | 523 | April 8, 2026 |
| 2017 | Parkside Financial Bank & Trust | US$1.31B | No filing last quarter | 4,123 | May 13, 2026 |
| 2018 | Clear Creek Financial Management, LLC | US$1.3B | No filing last quarter | 608 | April 23, 2026 |
| 2019 | SHERMAN PORFOLIOS, LLC | US$1.3B | No filing last quarter | 98 | May 13, 2026 |
| 2020 | HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | US$1.3B | No filing last quarter | 135 | May 12, 2026 |
| 2021 | Silver Point Capital L.P. | US$1.3B | No filing last quarter | 16 | May 15, 2026 |
| 2022 | PAYDEN & RYGEL | US$1.3BFiled in thousands, converted | No filing last quarter | 114 | May 12, 2026 |
| 2023 | Greenbrier Partners Capital Management, LLC | US$1.3B | No filing last quarter | 11 | May 15, 2026 |
| 2024 | Private Wealth Partners, LLC | US$1.3B | No filing last quarter | 169 | April 28, 2026 |
| 2025 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | US$1.3B | No filing last quarter | 143 | May 12, 2026 |
| 2026 | MPM BIOIMPACT LLC | US$1.29B | No filing last quarter | 41 | May 15, 2026 |
| 2027 | ALTA CAPITAL MANAGEMENT LLC/ | US$1.29B | No filing last quarter | 100 | May 11, 2026 |
| 2028 | a16z Capital Management, L.L.C. | US$1.29B | No filing last quarter | 16 | May 15, 2026 |
| 2029 | Penn Capital Management Company, LLC | US$1.29B | No filing last quarter | 172 | May 7, 2026 |
| 2030 | Charter Oak Capital Management, LLC | US$1.29B | No filing last quarter | 211 | April 24, 2026 |
| 2031 | MONECO ADVISORS, LLC | US$1.29B | No filing last quarter | 515 | May 8, 2026 |
| 2032 | Colonial Trust Advisors | US$1.29B | No filing last quarter | 726 | May 12, 2026 |
| 2033 | CREDIT INDUSTRIEL ET COMMERCIAL | US$1.28B | No filing last quarter | 349 | April 29, 2026 |
| 2034 | RVW Wealth, LLC | US$1.28B | No filing last quarter | 176 | April 8, 2026 |
| 2035 | Baader Bank Aktiengesellschaft | US$1.28B | No filing last quarter | 417 | May 8, 2026 |
| 2036 | Nilsine Partners, LLC | US$1.28B | No filing last quarter | 416 | April 29, 2026 |
| 2037 | Penobscot Investment Management Company, Inc. | US$1.28B | No filing last quarter | 311 | April 29, 2026 |
| 2038 | Sovran Advisors, LLC | US$1.27B | No filing last quarter | 649 | May 1, 2026 |
| 2039 | Fort Baker Capital Management LP | US$1.27B | No filing last quarter | 121 | May 15, 2026 |
| 2040 | COZAD ASSET MANAGEMENT INC | US$1.27B | No filing last quarter | 421 | May 28, 2026 |
| 2041 | Edgemoor Investment Advisors, Inc. | US$1.27B | No filing last quarter | 170 | May 13, 2026 |
| 2042 | HARBOR INVESTMENT ADVISORY, LLC | US$1.27B | No filing last quarter | 1,233 | April 23, 2026 |
| 2043 | RMR Wealth Builders | US$1.27B | No filing last quarter | 277 | April 22, 2026 |
| 2044 | Summit Financial Strategies, Inc. | US$1.27B | No filing last quarter | 170 | May 1, 2026 |
| 2045 | P/E Global LLC | US$1.27B | No filing last quarter | 7 | April 9, 2026 |
| 2046 | PPSC Investment Service Corp | US$1.27B | No filing last quarter | 8 | April 23, 2026 |
| 2047 | CGN Advisors LLC | US$1.27B | No filing last quarter | 317 | April 13, 2026 |
| 2048 | Gemmer Asset Management LLC | US$1.27B | No filing last quarter | 172 | April 23, 2026 |
| 2049 | NOVARE CAPITAL MANAGEMENT LLC | US$1.26B | No filing last quarter | 195 | April 17, 2026 |
| 2050 | Triad Wealth Partners, LLC | US$1.26B | No filing last quarter | 478 | April 16, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.