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 |
|---|---|---|---|---|---|
| 2101 | Diversified Portfolios, Inc. | US$1.22B | No filing last quarter | 174 | May 6, 2026 |
| 2102 | Stonebridge Financial Group, LLC | US$1.22B | No filing last quarter | 262 | April 8, 2026 |
| 2103 | Kimelman & Baird, LLC | US$1.22B | No filing last quarter | 263 | May 13, 2026 |
| 2104 | NEUMEIER POMA INVESTMENT COUNSEL LLC | US$1.21B | No filing last quarter | 41 | May 13, 2026 |
| 2105 | SlateStone Wealth, LLC | US$1.21BFiled in thousands, converted | No filing last quarter | 291 | May 14, 2026 |
| 2106 | Central Securities Corp | US$1.21B | No filing last quarter | 30 | May 8, 2026 |
| 2107 | Tortoise Investment Management, LLC | US$1.21B | No filing last quarter | 252 | May 5, 2026 |
| 2108 | Leith Wheeler Investment Counsel Ltd. | US$1.21B | No filing last quarter | 84 | May 7, 2026 |
| 2109 | MidFirst Bank | US$1.21B | No filing last quarter | 926 | May 15, 2026 |
| 2110 | Hodges Capital Management Inc. | US$1.21B | No filing last quarter | 204 | April 28, 2026 |
| 2111 | Tanglewood Wealth Management, Inc. | US$1.21B | No filing last quarter | 38 | April 21, 2026 |
| 2112 | Richard C. Young & CO., LTD. | US$1.21B | No filing last quarter | 93 | May 7, 2026 |
| 2113 | Danmarks Nationalbank | US$1.2B | No filing last quarter | 1 | May 7, 2026 |
| 2114 | a16z Perennial Management, L.P. | US$1.2B | No filing last quarter | 152 | May 12, 2026 |
| 2115 | SPX Gestao de Recursos Ltda | US$1.2B | No filing last quarter | 82 | May 6, 2026 |
| 2116 | Vivo Capital, LLC | US$1.2B | No filing last quarter | 46 | May 20, 2026 |
| 2117 | DT Investment Partners, LLC | US$1.2B | No filing last quarter | 555 | May 15, 2026 |
| 2118 | W.G. Shaheen & Associates DBA Whitney & Co | US$1.2B | No filing last quarter | 175 | May 5, 2026 |
| 2119 | JNBA Financial Advisors | US$1.2B | No filing last quarter | 819 | April 23, 2026 |
| 2120 | FountainVest China Capital Partners GP3 Ltd. | US$1.2BFiled in thousands, converted | No filing last quarter | 2 | May 6, 2026 |
| 2121 | Guardian Partners Inc. | US$1.2B | No filing last quarter | 192 | May 18, 2026 |
| 2122 | Amplius Wealth Advisors, LLC | US$1.2B | No filing last quarter | 175 | April 13, 2026 |
| 2123 | Anchor Investment Management, LLC | US$1.2B | No filing last quarter | 1,067 | May 1, 2026 |
| 2124 | Callahan Advisors, LLC | US$1.2B | No filing last quarter | 177 | May 12, 2026 |
| 2125 | KWMG, LLC | US$1.2B | No filing last quarter | 147 | April 9, 2026 |
| 2126 | Shay Capital LLC | US$1.2B | No filing last quarter | 471 | May 15, 2026 |
| 2127 | CONDOR CAPITAL MANAGEMENT | US$1.2B | No filing last quarter | 174 | May 11, 2026 |
| 2128 | JTC Employer Solutions Trustee Ltd | US$1.2BFiled in thousands, converted | No filing last quarter | 308 | May 19, 2026 |
| 2129 | TCV Trust & Wealth Management, Inc. | US$1.19B | No filing last quarter | 400 | April 21, 2026 |
| 2130 | Koss-Olinger Consulting, LLC | US$1.19B | No filing last quarter | 254 | May 7, 2026 |
| 2131 | Sone Capital Management, LLC | US$1.19B | No filing last quarter | 101 | May 15, 2026 |
| 2132 | Main Management Fund Advisors LLC | US$1.19BFiled in thousands, converted | No filing last quarter | 8 | May 15, 2026 |
| 2133 | Elequin Capital, LP | US$1.19B | No filing last quarter | 730 | May 11, 2026 |
| 2134 | Talbot Financial, LLC | US$1.19B | No filing last quarter | 66 | April 13, 2026 |
| 2135 | BRANDYWINE OAK PRIVATE WEALTH LLC | US$1.19B | No filing last quarter | 229 | April 20, 2026 |
| 2136 | PKO Investment Management Joint-Stock Co | US$1.19B | No filing last quarter | 220 | April 17, 2026 |
| 2137 | Concentric Capital Strategies, LP | US$1.19B | No filing last quarter | 312 | May 15, 2026 |
| 2138 | KLCM Advisors, Inc. | US$1.19B | No filing last quarter | 282 | April 30, 2026 |
| 2139 | Parvus Asset Management Jersey Ltd | US$1.18B | No filing last quarter | 1 | May 15, 2026 |
| 2140 | ARS Wealth Advisors Group, LLC | US$1.18B | No filing last quarter | 201 | April 15, 2026 |
| 2141 | FORBES J M & CO LLP | US$1.18B | No filing last quarter | 153 | April 16, 2026 |
| 2142 | CHAI TRUST CO LLC | US$1.18B | No filing last quarter | 12 | May 15, 2026 |
| 2143 | NAYA CAPITAL MANAGEMENT UK LTD | US$1.18B | No filing last quarter | 4 | May 15, 2026 |
| 2144 | Oak Grove Capital LLC | US$1.18B | No filing last quarter | 308 | May 13, 2026 |
| 2145 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | US$1.18B | No filing last quarter | 51 | May 12, 2026 |
| 2146 | One William Street Capital Management, L.P. | US$1.18B | No filing last quarter | 16 | May 14, 2026 |
| 2147 | Park West Asset Management LLC | US$1.18B | No filing last quarter | 52 | May 15, 2026 |
| 2148 | MCDANIEL TERRY & CO | US$1.18B | No filing last quarter | 81 | May 5, 2026 |
| 2149 | Oxbow Advisors, LLC | US$1.18B | No filing last quarter | 245 | April 27, 2026 |
| 2150 | Broad Bay Capital Management, LP | US$1.18B | No filing last quarter | 26 | May 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.