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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
2201Baskin Financial Services Inc.US$1.27BFiled in thousands, converted+4.01%
2202KLCM Advisors, Inc.US$1.27B+7.14%
2203J. L. Bainbridge & Co., Inc.US$1.27B+13.03%
2204Capricorn Fund Managers LtdUS$1.27B+97.80%
2205Wealth Architects, LLCUS$1.27B+12.87%
2206JACKSON THORNTON WEALTH MANAGEMENT, LLCUS$1.26B+13.81%
2207MMBG INVESTMENT ADVISORS CO.US$1.26B+16.06%
2208NAVELLIER & ASSOCIATES INCUS$1.26B+31.56%
2209Wilkinson Global Asset Management LLCUS$1.26B−4.11%
2210Monaco Asset Management SAMUS$1.26B+132.06%
2211Convergence Financial, LLCUS$1.26B+33.35%
2212Conservest Capital Advisors, Inc.US$1.26B+13.96%
2213FISHMAN JAY A LTD/MIUS$1.26B+12.18%
2214RKL Wealth Management LLCUS$1.25B+12.87%
2215DC Funds, LPUS$1.25BFiled in thousands, converted−15.65%
2216Rothschild Wealth LLCUS$1.25B+13.18%
2217Prime Capital Management Co LtdUS$1.25B+40.52%
2218PRIVATE TRUST CO NAUS$1.25B+11.71%
2219Hartford Funds Management Co LLCUS$1.25B+8.55%
2220FountainVest China Capital Partners GP3 Ltd.US$1.25B+4.07%
2221AWM CAPITAL, LLCUS$1.25B+13.03%
2222SP Asset Management LLCUS$1.25B+10.03%
2223JTC Employer Solutions Trustee LtdUS$1.25BFiled in thousands, converted+4.21%
2224Ledyard National BankUS$1.25B+8.09%
2225SYM FINANCIAL CorpUS$1.24B+24.30%
2226LRI Investments, LLCUS$1.24B+10.15%
2227HSG Holding LtdUS$1.24B−23.27%
2228SUMMIT WEALTH GROUP LLC / COUS$1.24B+30.78%
2229E20 Capital LtdUS$1.24B+16.35%
2230Diameter Capital Partners LPUS$1.24B+16.09%
2231Certified Advisory CorpUS$1.24B+11.22%
2232UNITED SERVICES AUTOMOBILE ASSOCIATIONUS$1.24B+45.76%
2233Linden Thomas Advisory Services, LLCUS$1.24B+19.43%
2234First Nebraska Trust CoUS$1.24B+14.45%
2235a16z Perennial Management, L.P.US$1.24B+2.71%
2236Rossmore Private CapitalUS$1.24B+8.52%
2237Caldwell Trust CoUS$1.24B+10.48%
2238Continuum Advisory, LLCUS$1.24B+18.63%
2239SPIREPOINT PRIVATE CLIENT, LLCUS$1.23B+17.42%
2240Silicon Valley Capital PartnersUS$1.23B+20.94%
2241Kintegral Advisory, LLCUS$1.23B+16.91%
2242Rockbridge Investment Management, LCCUS$1.23B+10.66%
2243CAPE COD FIVE CENTS SAVINGS BANKUS$1.23BNo filing last quarter
2244Oxbow Advisors, LLCUS$1.23B+4.61%
2245Sandhill Capital Partners LLCUS$1.23B+5.80%
2246MATRIX ASSET ADVISORS INC/NYUS$1.23B+12.80%
2247Allen Capital Group, LLCUS$1.23B+939.25%
2248CLOUGH CAPITAL PARTNERS L PUS$1.23B+18.15%
2249ZAZOVE ASSOCIATES LLCUS$1.22B−42.18%
2250West Virginia University Foundation, IncUS$1.22B−25.42%

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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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.