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 |
|---|---|---|---|---|---|
| 2151 | Baader Bank Aktiengesellschaft | US$1.33B | +US$48.49M+3.79% | 415 | July 23, 2026 |
| 2152 | Boxer Capital Management, LLC | US$1.33B | +US$566.13M+74.33% | 63 | August 14, 2026 |
| 2153 | Callahan Advisors, LLC | US$1.33B | +US$127.92M+10.68% | 181 | August 3, 2026 |
| 2154 | MEANS INVESTMENT CO., INC. | US$1.32B | +US$176.26M+15.35% | 209 | August 14, 2026 |
| 2155 | CULLINAN ASSOCIATES INC | US$1.32B | +US$86.77M+7.02% | 204 | July 29, 2026 |
| 2156 | CADIAN CAPITAL MANAGEMENT, LP | US$1.32B | +US$500.18M+60.91% | 28 | August 14, 2026 |
| 2157 | JNBA Financial Advisors | US$1.32B | +US$120.16M+10.01% | 830 | July 23, 2026 |
| 2158 | WINDWARD CAPITAL MANAGEMENT CO /CA | US$1.32B | +US$92.69M+7.55% | 73 | August 7, 2026 |
| 2159 | Tweedy, Browne Co LLC | US$1.32B | +US$61.16M+4.86% | 91 | August 7, 2026 |
| 2160 | TCV Trust & Wealth Management, Inc. | US$1.32B | +US$126.65M+10.61% | 416 | July 24, 2026 |
| 2161 | Stonebridge Financial Group, LLC | US$1.32B | +US$102.21M+8.40% | 275 | July 6, 2026 |
| 2162 | BRANDYWINE OAK PRIVATE WEALTH LLC | US$1.32B | +US$128.38M+10.79% | 245 | July 16, 2026 |
| 2163 | Leith Wheeler Investment Counsel Ltd. | US$1.32B | +US$106.53M+8.81% | 85 | August 5, 2026 |
| 2164 | Insight Holdings Group, LLC | US$1.32B | −US$108.93M−7.65% | 30 | August 14, 2026 |
| 2165 | Radcliffe Capital Management, L.P. | US$1.32B | −US$18.9M−1.42% | 450 | August 14, 2026 |
| 2166 | Sone Capital Management, LLC | US$1.31B | +US$121.69M+10.22% | 108 | August 14, 2026 |
| 2167 | ADVANCED MICRO DEVICES INC | US$1.31B | +US$1.14B+652.21% | 6 | August 14, 2026 |
| 2168 | Ninepoint Partners LP | US$1.31B | −US$89.08M−6.36% | 166 | August 11, 2026 |
| 2169 | Parker Investment Management, LLC | US$1.31B | +US$651M+98.74% | 43 | August 14, 2026 |
| 2170 | Journey Advisory Group, LLC | US$1.31B | +US$135.46M+11.55% | 282 | August 4, 2026 |
| 2171 | Flat Footed LLC | US$1.31B | +US$386.85M+42.03% | 43 | August 14, 2026 |
| 2172 | Bramshill Investments, LLC | US$1.31B | +US$146.53M+12.62% | 157 | August 14, 2026 |
| 2173 | SlateStone Wealth, LLC | US$1.31BFiled in thousands, converted | +US$92.88M+7.66% | 296 | July 20, 2026 |
| 2174 | GAM Holding AG | US$1.31B | +US$166.37M+14.61% | 299 | August 14, 2026 |
| 2175 | SORA INVESTORS LLC | US$1.3B | +US$218.14M+20.09% | 76 | August 14, 2026 |
| 2176 | TCM Advisors, LLC | US$1.3B | −US$55.23M−4.07% | 67 | August 13, 2026 |
| 2177 | PAYDEN & RYGEL | US$1.3BFiled in thousands, converted | +US$3.86M+0.30% | 131 | July 31, 2026 |
| 2178 | QV Investors Inc. | US$1.3BFiled in thousands, converted | +US$63.6M+5.15% | 68 | July 21, 2026 |
| 2179 | Koss-Olinger Consulting, LLC | US$1.3B | +US$105.38M+8.83% | 172 | August 10, 2026 |
| 2180 | American Trust | US$1.3B | +US$165.56M+14.63% | 334 | August 14, 2026 |
| 2181 | FourThought Financial Partners, LLC | US$1.3B | +US$136.1M+11.74% | 393 | August 12, 2026 |
| 2182 | CCM INVESTMENT ADVISERS LLC | US$1.29B | +US$247.72M+23.71% | 88 | August 12, 2026 |
| 2183 | Wescott Financial Advisory Group, LLC | US$1.29B | +US$150.35M+13.18% | 216 | August 4, 2026 |
| 2184 | Syntegra Private Wealth Group, LLC | US$1.29B | +US$238.53M+22.66% | 202 | July 15, 2026 |
| 2185 | First Business Financial Services, Inc. | US$1.29B | +US$164.63M+14.64% | 201 | July 28, 2026 |
| 2186 | CARDIFF PARK ADVISORS, LLC | US$1.29B | +US$38.87M+3.11% | 354 | August 14, 2026 |
| 2187 | HENGEHOLD CAPITAL MANAGEMENT LLC | US$1.29B | +US$144.26M+12.60% | 229 | July 16, 2026 |
| 2188 | Hilltop Holdings Inc. | US$1.29B | +US$176.2M+15.85% | 1,048 | August 13, 2026 |
| 2189 | Heartwood Wealth Advisors LLC | US$1.29B | +US$140.87M+12.28% | 227 | July 17, 2026 |
| 2190 | Stack Financial Management, Inc | US$1.28B | −US$80.09M−5.88% | 54 | August 3, 2026 |
| 2191 | MCDANIEL TERRY & CO | US$1.28B | +US$102.74M+8.73% | 81 | July 30, 2026 |
| 2192 | Ursa Fund Management, LLC | US$1.28B | +US$1.17B+1089.62% | 38 | August 14, 2026 |
| 2193 | Formuepleje A/S | US$1.28B | +US$175.65M+15.92% | 96 | August 27, 2026 |
| 2194 | ARS Wealth Advisors Group, LLC | US$1.28B | +US$93.78M+7.92% | 220 | July 16, 2026 |
| 2195 | True Freedom Investing, LLC | US$1.28B | −US$26.56M−2.04% | 97 | August 12, 2026 |
| 2196 | IBEX WEALTH ADVISORS | US$1.28B | +US$202.15M+18.82% | 209 | July 27, 2026 |
| 2197 | ANDERSON HOAGLAND & CO | US$1.28B | +US$113.25M+9.74% | 137 | July 6, 2026 |
| 2198 | Fiduciary Group, LLC | US$1.27B | +US$103.91M+8.87% | 305 | August 10, 2026 |
| 2199 | Clark Asset Management, LLC | US$1.27B | +US$209.36M+19.66% | 294 | July 7, 2026 |
| 2200 | FORBES J M & CO LLP | US$1.27B | +US$89.8M+7.60% | 161 | July 20, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.