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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
2351Prescott Group Capital Management, L.L.C.US$1BNo filing last quarter
2352BEACON FINANCIAL GROUPUS$1B−0.30%
2353Spear Holdings RSC LtdUS$1BNo filing last quarter
2354Cornerstone Capital, Inc.US$1BNo filing last quarter
2355SYM FINANCIAL CorpUS$1BNo filing last quarter
2356TETRAD CORPUS$1BNo filing last quarter
2357WEALTHCARE CAPITAL MANAGEMENT LLCUS$999.95MNo filing last quarter
2358MAR VISTA INVESTMENT PARTNERS LLCUS$999.74MNo filing last quarter
2359WGI DM, LLCUS$999.53MNo filing last quarter
2360Numerai GP LLCUS$997.33MNo filing last quarter
2361Heritage Trust CoUS$996.83MNo filing last quarter
2362Gladstone Capital Management LLPUS$995.94MNo filing last quarter
2363Palisade Asset Management, LLCUS$995.9MNo filing last quarter
2364Cheviot Value Management, LLCUS$995.58MNo filing last quarter
2365Strategies Wealth Advisors, LLCUS$995.4MNo filing last quarter
2366Relyea Zuckerberg Hanson LLCUS$994.59MNo filing last quarter
2367Stadion Money Management, LLCUS$994.36MFiled in thousands, convertedNo filing last quarter
2368VISTA CAPITAL PARTNERS, INC.US$994.15MNo filing last quarter
2369Arrow Financial CorpUS$994.01MNo filing last quarter
2370Knollwood Investment Advisory, LLCUS$991.65MNo filing last quarter
2371Cooper Financial GroupUS$989.5MNo filing last quarter
2372AZZAD ASSET MANAGEMENT INC /ADVUS$989.02MNo filing last quarter
2373LIGHTSPEED MANAGEMENT COMPANY, L.L.C.US$987.97MNo filing last quarter
2374Rock Creek Group LLCUS$987.71MNo filing last quarter
2375Polymer Capital Management (US) LLCUS$987.56MNo filing last quarter
2376Wealth Management NebraskaUS$987.31MNo filing last quarter
2377Forge Financial Services LLCUS$987.26MNo filing last quarter
2378Planning Center, Inc.US$987.07MNo filing last quarter
2379Politan Capital Management LPUS$984.91MNo filing last quarter
2380Rodgers & Associates, LTDUS$982.21MNo filing last quarter
2381Medicxi Ventures Management (Jersey) LtdUS$981.81MNo filing last quarter
2382Evolution Wealth Advisors, LLCUS$981.5MNo filing last quarter
2383ARMSTRONG HENRY H ASSOCIATES INCUS$981.38MNo filing last quarter
2384Blueprint Investment Partners LLCUS$980.4MNo filing last quarter
2385SILVERARC CAPITAL MANAGEMENT, LLCUS$979.81MNo filing last quarter
2386MOSAIC FAMILY WEALTH PARTNERS, LLCUS$977MNo filing last quarter
2387Fortis Capital Management LLCUS$976.95MNo filing last quarter
2388PSG Equity L.L.C.US$976.86MNo filing last quarter
2389Berkshire Money Management, Inc.US$976.42MNo filing last quarter
2390KIM, LLCUS$975.87MNo filing last quarter
2391UNICOM Systems, Inc.US$975.77MNo filing last quarter
2392Gryphon Financial Partners LLCUS$975.77MNo filing last quarter
2393DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.US$975.67MNo filing last quarter
2394VIKING FUND MANAGEMENT LLCUS$975.56MNo filing last quarter
2395Abu Dhabi Investment Council Co P.J.S.CUS$974.75MNo filing last quarter
2396Steigerwald, Gordon & Koch Inc.US$974.16MNo filing last quarter
2397Uniplan Investment Counsel, Inc.US$973.9MNo filing last quarter
2398Two Creeks Capital Management, LPUS$973.83MNo filing last quarter
2399STANSBERRY ASSET MANAGEMENT, LLCUS$972.71MNo filing last quarter
2400Jackson Wealth Management, LLCUS$972.1MNo 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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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.