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 |
|---|---|---|---|---|---|
| 2301 | Nadler Financial Group, Inc. | US$1.04B | No filing last quarter | 135 | May 4, 2026 |
| 2302 | Morgan Stanley Institutional Investment Advisors LLC | US$1.04B | No filing last quarter | 5 | May 14, 2026 |
| 2303 | Marks Group Wealth Management, Inc | US$1.04B | No filing last quarter | 536 | May 5, 2026 |
| 2304 | STEMPOINT CAPITAL LP | US$1.04B | No filing last quarter | 167 | May 18, 2026 |
| 2305 | E-L Financial Corp Ltd | US$1.04B | No filing last quarter | 1 | May 11, 2026 |
| 2306 | Bison Wealth, LLC | US$1.04B | No filing last quarter | 462 | May 15, 2026 |
| 2307 | TOWER BRIDGE ADVISORS | US$1.04B | No filing last quarter | 252 | May 12, 2026 |
| 2308 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | US$1.03B | No filing last quarter | 26 | May 15, 2026 |
| 2309 | Condire Management, LP | US$1.03B | No filing last quarter | 19 | May 15, 2026 |
| 2310 | Tanager Wealth Management LLP | US$1.03B | No filing last quarter | 145 | April 20, 2026 |
| 2311 | RW Investment Management LLC | US$1.03B | No filing last quarter | 120 | April 28, 2026 |
| 2312 | J. Stern & Co. LLP | US$1.03B | No filing last quarter | 49 | May 15, 2026 |
| 2313 | Wolf Hill Capital Management, LP | US$1.03B | No filing last quarter | 26 | May 14, 2026 |
| 2314 | Tributary Capital Management, LLC | US$1.03B | No filing last quarter | 165 | May 4, 2026 |
| 2315 | Oak Thistle LLC | US$1.03B | No filing last quarter | 452 | April 13, 2026 |
| 2316 | SAMSARA BIOCAPITAL, LLC | US$1.03B | No filing last quarter | 22 | May 15, 2026 |
| 2317 | MADRONE ADVISORS, LLC | US$1.03B | No filing last quarter | 5 | May 14, 2026 |
| 2318 | Kohmann Bosshard Financial Services, LLC | US$1.03B | No filing last quarter | 209 | May 1, 2026 |
| 2319 | Global Strategic Investment Solutions, LLC | US$1.03B | No filing last quarter | 145 | April 29, 2026 |
| 2320 | IMA Advisory Services, Inc. | US$1.02B | No filing last quarter | 1,033 | May 6, 2026 |
| 2321 | MASON STREET ADVISORS, LLC | US$1.02B | No filing last quarter | 15 | May 7, 2026 |
| 2322 | PENN DAVIS MCFARLAND INC | US$1.02B | No filing last quarter | 75 | April 21, 2026 |
| 2323 | CROSSLINK CAPITAL INC | US$1.02B | No filing last quarter | 21 | May 15, 2026 |
| 2324 | CARRET ASSET MANAGEMENT, LLC | US$1.02B | No filing last quarter | 293 | May 15, 2026 |
| 2325 | EQT Fund Management S.a r.l. | US$1.02B | No filing last quarter | 5 | May 14, 2026 |
| 2326 | Silicon Valley Capital Partners | US$1.02B | No filing last quarter | 454 | May 19, 2026 |
| 2327 | Galileo (PTC) Ltd | US$1.02B | No filing last quarter | 3 | May 6, 2026 |
| 2328 | MV CAPITAL MANAGEMENT, INC. | US$1.02B | No filing last quarter | 1,201 | April 30, 2026 |
| 2329 | CONNABLE OFFICE INC | US$1.02B | No filing last quarter | 224 | April 29, 2026 |
| 2330 | Versant Capital Management, Inc | US$1.01B | No filing last quarter | 2,777 | April 7, 2026 |
| 2331 | Melqart Asset Management (UK) Ltd | US$1.01B | No filing last quarter | 41 | May 12, 2026 |
| 2332 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | US$1.01B | No filing last quarter | 232 | April 27, 2026 |
| 2333 | JACOBS & CO/CA | US$1.01BFiled in thousands, converted | No filing last quarter | 124 | April 7, 2026 |
| 2334 | WEALTH ALLIANCE, LLC | US$1.01B | No filing last quarter | 548 | May 14, 2026 |
| 2335 | GRS Advisors, LLC | US$1.01B | No filing last quarter | 32 | May 15, 2026 |
| 2336 | Laurel Wealth Advisors LLC | US$1.01B | No filing last quarter | 193 | May 13, 2026 |
| 2337 | KWB Wealth | US$1.01B | No filing last quarter | 166 | April 8, 2026 |
| 2338 | Artal Group S.A. | US$1.01B | No filing last quarter | 2 | May 14, 2026 |
| 2339 | Bronte Capital Management Pty Ltd. | US$1.01B | No filing last quarter | 54 | April 27, 2026 |
| 2340 | Gleason Group, Inc. | US$1.01B | No filing last quarter | 229 | May 4, 2026 |
| 2341 | Euro Pacific Asset Management, LLC | US$1.01BFiled in thousands, converted | No filing last quarter | 96 | May 6, 2026 |
| 2342 | Coastline Trust Co | US$1.01B | No filing last quarter | 578 | April 3, 2026 |
| 2343 | ALLEN HOLDING INC /NY | US$1.01B | No filing last quarter | 9 | May 7, 2026 |
| 2344 | Provident Investment Management, Inc. | US$1.01B | No filing last quarter | 84 | May 13, 2026 |
| 2345 | Miller Investment Management, LP | US$1.01B | No filing last quarter | 86 | May 8, 2026 |
| 2346 | Pictet North America Advisors SA | US$1.01B | No filing last quarter | 154 | April 14, 2026 |
| 2347 | SENTINEL TRUST CO LBA | US$1.01BFiled in thousands, converted | No filing last quarter | 135 | May 7, 2026 |
| 2348 | Taikang Asset Management (Hong Kong) Co Ltd | US$1B | No filing last quarter | 75 | May 14, 2026 |
| 2349 | Private Capital Management, LLC | US$1B | No filing last quarter | 194 | May 15, 2026 |
| 2350 | Voya Financial Advisors, Inc. | US$1B | No filing last quarter | 209 | May 12, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.