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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.

RankInstitutionHoldings ↓Quarter change
2201First Business Financial Services, Inc.US$1.12BNo filing last quarter
2202WOODSTOCK CORPUS$1.12BNo filing last quarter
2203J. L. Bainbridge & Co., Inc.US$1.12BNo filing last quarter
2204Estate Counselors, LLCUS$1.12BNo filing last quarter
2205Wealth Architects, LLCUS$1.12BNo filing last quarter
2206FISHMAN JAY A LTD/MIUS$1.12BNo filing last quarter
2207Salomon & Ludwin, LLCUS$1.12BNo filing last quarter
2208PRIVATE TRUST CO NAUS$1.12BNo filing last quarter
2209FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCUS$1.12BNo filing last quarter
2210Caldwell Trust CoUS$1.12BNo filing last quarter
2211Chescapmanager LLCUS$1.12BNo filing last quarter
2212CANANDAIGUA NATIONAL CORPUS$1.12BNo filing last quarter
2213Mint Tower Capital Management B.V.US$1.12BFiled in thousands, convertedNo filing last quarter
2214Advyzon Investment Management, LLCUS$1.12BNo filing last quarter
2215First Light Asset Management, LLCUS$1.12BNo filing last quarter
2216Certified Advisory CorpUS$1.12BNo filing last quarter
2217Verus Financial Partners, Inc.US$1.11BNo filing last quarter
2218North of South Capital LLPUS$1.11BNo filing last quarter
2219Rockbridge Investment Management, LCCUS$1.11BNo filing last quarter
2220Hilltop Holdings Inc.US$1.11BNo filing last quarter
2221TD Capital Management LLCUS$1.11BNo filing last quarter
2222Emerald Investment Advisers, LLCUS$1.11BNo filing last quarter
2223RKL Wealth Management LLCUS$1.11BNo filing last quarter
2224JACKSON THORNTON WEALTH MANAGEMENT, LLCUS$1.11BNo filing last quarter
2225Bain Capital Life Sciences Investors, LLCUS$1.11BNo filing last quarter
2226Rothschild Wealth LLCUS$1.11BNo filing last quarter
2227YCG, LLCUS$1.1BNo filing last quarter
2228AWM CAPITAL, LLCUS$1.1BNo filing last quarter
2229Conservest Capital Advisors, Inc.US$1.1BNo filing last quarter
2230Formuepleje A/SUS$1.1B−34.11%
2231DLD Asset Management, LPUS$1.1BNo filing last quarter
2232PINKERTON WEALTH, LLCUS$1.1BNo filing last quarter
2233Legato Capital Management LLCUS$1.1BNo filing last quarter
2234MARK ASSET MANAGEMENT LPUS$1.1BNo filing last quarter
2235PFM Health Sciences, LPUS$1.1BNo filing last quarter
2236DELTA ASSET MANAGEMENT LLC/TNUS$1.1BNo filing last quarter
2237Consolidated Portfolio Review CorpUS$1.1BNo filing last quarter
2238Abacus Wealth Partners, LLCUS$1.1BNo filing last quarter
2239Khrom Capital Management LLCUS$1.09BNo filing last quarter
2240Petersen Hastings Wealth Advisors Inc.US$1.09BNo filing last quarter
2241Corebridge Financial, Inc.US$1.09BNo filing last quarter
2242MATRIX ASSET ADVISORS INC/NYUS$1.09BNo filing last quarter
2243MMBG INVESTMENT ADVISORS CO.US$1.09BNo filing last quarter
2244Pitcairn Wealth Advisors LLCUS$1.09BNo filing last quarter
2245SORA INVESTORS LLCUS$1.09BNo filing last quarter
2246Atalan Capital Partners, LPUS$1.08BNo filing last quarter
2247Heron Bay Capital ManagementUS$1.08BNo filing last quarter
2248CONNORS INVESTOR SERVICES INCUS$1.08BNo filing last quarter
2249Electrum Group LLCUS$1.08BNo filing last quarter
2250Telemark Asset Management, LLCUS$1.08BNo filing last quarter

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.