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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
2301GRS Advisors, LLCUS$1.18B+17.07%
2302Clarkston Capital Partners, LLCUS$1.18B−9.65%
2303Arlington Trust Co LLCUS$1.18B+4.30%
2304Zuckerman Investment Group, LLCUS$1.18B+10.87%
2305Transamerica Financial Advisors, LLCUS$1.18B+0.65%
2306Financial Synergies Wealth Advisors, Inc.US$1.18B+12.60%
2307Nadler Financial Group, Inc.US$1.18B+13.70%
2308MMCAP International Inc. SPCUS$1.18B+1.84%
2309Cache Advisors, LLCUS$1.18B+36.22%
2310Kohmann Bosshard Financial Services, LLCUS$1.18B+14.71%
2311TRUST POINT INC.US$1.18B+2.39%
2312Knighthead Capital Management, LLCUS$1.18B−22.54%
2313Clarity Financial LLCUS$1.18B+28.03%
2314Tanglewood Wealth Management, Inc.US$1.18B−2.62%
2315Chescapmanager LLCUS$1.17B+5.01%
2316WAYCROSS PARTNERS, LLCUS$1.17B+12.12%
2317Townsend & Associates, IncUS$1.17B+1.24%
2318AMERICAN NATIONAL BANK & TRUSTUS$1.17B+11.73%
2319KWB WealthUS$1.17B+15.64%
2320Verus Financial Partners, Inc.US$1.17B+4.84%
2321MOTCOUS$1.17B+8.11%
2322JACOBS & CO/CAUS$1.17BFiled in thousands, converted+15.12%
2323PFM Health Sciences, LPUS$1.17B+6.26%
2324PINKERTON WEALTH, LLCUS$1.16B+5.95%
2325MASTERINVEST Kapitalanlage GmbHUS$1.16B+20.97%
2326Hiddenite Capital Partners LPUS$1.16B+205.57%
2327Estate Counselors, LLCUS$1.16B+3.60%
2328Coliseum Capital Management, LLCUS$1.16B−4.73%
2329Forge Financial Services LLCUS$1.16B+17.61%
2330Compass Ion Advisors, LLCUS$1.16B+10.57%
2331Stadion Money Management, LLCUS$1.16B+16.66%
2332TWO SIGMA SECURITIES, LLCUS$1.16B+34.67%
2333TRUE Private Wealth AdvisorsUS$1.16B+10.46%
2334Octavia Wealth Advisors, LLCUS$1.16B+10.78%
2335Mayflower Financial Advisors, LLCUS$1.16B+40.52%
2336LVW Advisors, LLCUS$1.16B+10.27%
2337Prescott Group Capital Management, L.L.C.US$1.16B+15.30%
2338LODESTAR PRIVATE ASSET MANAGEMENT LLCUS$1.16B+14.06%
2339DELTA ASSET MANAGEMENT LLC/TNUS$1.16B+5.46%
2340WGI DM, LLCUS$1.16B+15.64%
2341CONNORS INVESTOR SERVICES INCUS$1.16B+6.69%
2342Apriem AdvisorsUS$1.16B+10.23%
2343Heritage Trust CoUS$1.15B+15.82%
2344WEBSTER BANK, N. A.US$1.15B+9.13%
2345AWM Investment Company, Inc.US$1.15B+27.56%
2346Cascade Financial Partners, LLCUS$1.15B+18.71%
2347Consolidated Investment Group LLCUS$1.15B+24.80%
2348Focused Wealth Management, IncUS$1.15B+19.26%
2349Tanager Wealth Management LLPUS$1.15B+11.13%
23501607 Capital Partners, LLCUS$1.15B−17.25%

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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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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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.