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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 2101 | Diversified Portfolios, Inc. | US$1.38B | +US$162.08M+13.32% | 201 | August 4, 2026 |
| 2102 | Advyzon Investment Management, LLC | US$1.38B | +US$262.19M+23.49% | 1,318 | August 14, 2026 |
| 2103 | PKO Investment Management Joint-Stock Co | US$1.38B | +US$188.36M+15.85% | 228 | July 20, 2026 |
| 2104 | XML Financial, LLC | US$1.37B | +US$135.38M+10.92% | 447 | July 24, 2026 |
| 2105 | O'Connor Alternative Investments LLC | US$1.37B | −US$537.89M−28.18% | 156 | August 14, 2026 |
| 2106 | CGN Advisors LLC | US$1.37B | +US$103.55M+8.18% | 322 | July 6, 2026 |
| 2107 | PRELUDE CAPITAL MANAGEMENT, LLC | US$1.37B | +US$61.78M+4.72% | 1,213 | August 14, 2026 |
| 2108 | MCDONALD CAPITAL INVESTORS INC/CA | US$1.37B | −US$91.89M−6.29% | 20 | July 29, 2026 |
| 2109 | W.G. Shaheen & Associates DBA Whitney & Co | US$1.37B | +US$167.69M+13.96% | 179 | July 28, 2026 |
| 2110 | AE INDUSTRIAL PARTNERS, LP | US$1.37B | −US$260.9M−16.01% | 4 | August 14, 2026 |
| 2111 | Fort Baker Capital Management LP | US$1.37B | +US$93.52M+7.34% | 121 | August 14, 2026 |
| 2112 | FERNBRIDGE CAPITAL MANAGEMENT LP | US$1.37B | −US$194.43M−12.46% | 16 | August 13, 2026 |
| 2113 | K2 PRINCIPAL FUND, L.P. | US$1.36B | −US$67.26M−4.70% | 490 | August 7, 2026 |
| 2114 | Amplius Wealth Advisors, LLC | US$1.36B | +US$165.08M+13.76% | 211 | July 17, 2026 |
| 2115 | Clearwater Capital Advisors, LLC | US$1.36B | +US$125.58M+10.14% | 190 | August 6, 2026 |
| 2116 | PHILLIPS FINANCIAL MANAGEMENT, LLC | US$1.36B | −US$14.57M−1.06% | 291 | August 3, 2026 |
| 2117 | Paloma Partners Management Co | US$1.36B | +US$854.03M+167.54% | 28 | August 14, 2026 |
| 2118 | Bpifrance SA | US$1.36B | −US$292.56M−17.69% | 2 | July 27, 2026 |
| 2119 | Bangor Savings Bank | US$1.36B | +US$109.18M+8.73% | 711 | July 6, 2026 |
| 2120 | Talbot Financial, LLC | US$1.36B | +US$168.88M+14.19% | 71 | July 14, 2026 |
| 2121 | North of South Capital LLP | US$1.36B | +US$245.54M+22.06% | 28 | July 30, 2026 |
| 2122 | Passaic Partners LLC | US$1.36B | +US$288.81M+27.02% | 18 | August 14, 2026 |
| 2123 | Kimelman & Baird, LLC | US$1.36B | +US$141.92M+11.68% | 261 | August 18, 2026 |
| 2124 | Richard C. Young & CO., LTD. | US$1.36B | +US$149.84M+12.41% | 101 | July 28, 2026 |
| 2125 | Hel Ved Capital Management Ltd | US$1.36B | +US$511.92M+60.67% | 72 | August 14, 2026 |
| 2126 | Galvin, Gaustad & Stein, LLC | US$1.36B | +US$105.42M+8.44% | 262 | July 29, 2026 |
| 2127 | INTRUST BANK NA | US$1.35B | +US$127.36M+10.38% | 747 | August 5, 2026 |
| 2128 | CROSSLINK CAPITAL INC | US$1.35B | +US$332.05M+32.50% | 23 | August 14, 2026 |
| 2129 | RWWM, INC. | US$1.35B | −US$16.5M−1.20% | 40 | August 14, 2026 |
| 2130 | NewSquare Capital LLC | US$1.35B | +US$199.1M+17.27% | 236 | July 28, 2026 |
| 2131 | Optimus Prime Fund Management Co., Ltd. | US$1.35B | +US$313.47M+30.20% | 26 | August 14, 2026 |
| 2132 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | US$1.35B | +US$54.01M+4.16% | 144 | August 12, 2026 |
| 2133 | Sagefield Capital LP | US$1.35B | −US$40.72M−2.93% | 213 | August 14, 2026 |
| 2134 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | US$1.35B | +US$114.91M+9.32% | 99 | July 21, 2026 |
| 2135 | Washington Trust Advisors, Inc. | US$1.35B | +US$110.32M+8.92% | 917 | July 29, 2026 |
| 2136 | Limestone Investment Advisors LP | US$1.35B | +US$96.87M+7.75% | 558 | August 14, 2026 |
| 2137 | ALTA CAPITAL MANAGEMENT LLC/ | US$1.34B | +US$52.31M+4.05% | 109 | July 28, 2026 |
| 2138 | Applied Finance Capital Management, LLC | US$1.34B | +US$10.98M+0.82% | 218 | July 28, 2026 |
| 2139 | Sovran Advisors, LLC | US$1.34B | +US$68.01M+5.34% | 701 | July 30, 2026 |
| 2140 | Tortoise Investment Management, LLC | US$1.34B | +US$130.91M+10.81% | 255 | August 7, 2026 |
| 2141 | DT Investment Partners, LLC | US$1.34B | +US$139.6M+11.62% | 548 | July 27, 2026 |
| 2142 | Central Securities Corp | US$1.34B | +US$129.22M+10.67% | 29 | August 10, 2026 |
| 2143 | BloombergSen Inc. | US$1.34B | +US$25.89M+1.97% | 31 | August 7, 2026 |
| 2144 | EDGAR LOMAX CO/VA | US$1.34B | −US$64M−4.57% | 58 | August 13, 2026 |
| 2145 | Greenbrier Partners Capital Management, LLC | US$1.33B | +US$36.34M+2.80% | 11 | August 12, 2026 |
| 2146 | CONDOR CAPITAL MANAGEMENT | US$1.33B | +US$136.94M+11.44% | 173 | August 12, 2026 |
| 2147 | Graticule Asia Macro Advisors LLC | US$1.33B | +US$684.74M+105.56% | 208 | August 12, 2026 |
| 2148 | Ovata Capital Management Ltd | US$1.33B | +US$616.98M+86.24% | 43 | July 30, 2026 |
| 2149 | GERMAN AMERICAN BANCORP, INC. | US$1.33B | +US$167.66M+14.41% | 212 | August 6, 2026 |
| 2150 | Anchor Investment Management, LLC | US$1.33B | +US$131.16M+10.94% | 1,207 | September 15, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.