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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
2401VIKING FUND MANAGEMENT LLCUS$1.12B+14.46%
2402Arrow Financial CorpUS$1.12B+12.31%
2403Versant Capital Management, IncUS$1.12B+9.96%
2404JGP Wealth Management, LLCUS$1.11B+15.94%
2405Frec Markets, Inc.US$1.11B+89.75%
2406Octagon Capital Advisors LPUS$1.11B+23.12%
2407Onyx Bridge Wealth Group LLCUS$1.11B+19.48%
2408MASON STREET ADVISORS, LLCUS$1.11B+8.47%
2409Guardian Partners Inc.US$1.11B−7.61%
2410TOWER BRIDGE ADVISORSUS$1.11B+7.05%
2411Trust CoUS$1.11B+3.85%
2412Galileo (PTC) LtdUS$1.11B+8.52%
2413Aperture Investors, LLCUS$1.11B+39.70%
2414HBW ADVISORY SERVICES LLCUS$1.11B+16.51%
2415CVA Family Office, LLCUS$1.1B+16.29%
2416Opaleye Management Inc.US$1.1B+45.44%
2417Premier Fund Managers LtdUS$1.1BFiled in thousands, converted−21.89%
2418Heron Bay Capital ManagementUS$1.1B+1.74%
2419Trivium Point Advisory, LLCUS$1.1B+99.31%
2420Zweig-DiMenna Associates LLCUS$1.1B+52.62%
2421Naviter Wealth, LLCUS$1.1B+37.67%
2422Teamwork Financial Advisors, LLCUS$1.1B+16.45%
2423Rodgers & Associates, LTDUS$1.1B+12.18%
2424Silver Point Capital L.P.US$1.1B−15.36%
2425DUMAC, INC.US$1.1B+34.14%
2426Ullmann Wealth Partners Group, LLCUS$1.1B+14.23%
2427BEACON FINANCIAL GROUPUS$1.1B+9.75%
2428ARCH Venture Management, LLCUS$1.1B+62.50%
2429BBFIT INVESTMENTS PTE LTDUS$1.1B+30.57%
2430Taikang Asset Management (Hong Kong) Co LtdUS$1.1B+9.37%
2431Three Seasons Wealth, LLCUS$1.1B+319.31%
2432SWISS RE LTDUS$1.1B+6613.33%
2433Golden State Wealth Management, LLCUS$1.1B+19.85%
2434Red Door Wealth Management, LLCUS$1.1B+13.92%
2435Wellesley Asset ManagementUS$1.1B+15.00%
2436BRUNI J V & CO /COUS$1.1B+14.37%
2437Vivo Capital, LLCUS$1.1B−8.97%
2438Miller Investment Management, LPUS$1.09B+8.71%
2439Goldstein Advisors, LLCUS$1.09B+21.58%
2440Berkshire Money Management, Inc.US$1.09B+12.09%
2441TAIYO LIFE INSURANCE COUS$1.09BFiled in thousands, converted+20.75%
2442Koch, Inc.US$1.09B+18.70%
2443Goldstone Financial Group, LLCUS$1.09B+18.64%
2444STANSBERRY ASSET MANAGEMENT, LLCUS$1.09B+12.20%
2445Alta Park Capital, LPUS$1.09B+70.07%
2446Intrua Financial, LLCUS$1.09B+12.62%
2447Asset Advisors Investment Management, LLCUS$1.09B+3.95%
2448RATIONAL ADVISORS, INC.US$1.09B+18.05%
2449Bison Wealth, LLCUS$1.09B+5.13%
2450Trybe Capital Management LPUS$1.09B+87.37%

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.