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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
2451Legacy Edge Advisors, LLCUS$1.09B+14.42%
2452COMMON FUND FOR NONPROFIT ORGANIZATIONSUS$1.09B+5.14%
2453Granite Bay Wealth Management, LLCUS$1.09BFiled in thousands, converted+131.04%
2454Palisade Asset Management, LLCUS$1.08B+8.78%
2455Graham Holdings CoUS$1.08BFiled in thousands, converted+12.04%
2456RPg Family Wealth Advisory, LLCUS$1.08B+125.73%
2457DOCK STREET ASSET MANAGEMENT INCUS$1.08B+13.73%
2458Boulay Financial Advisors, LLCUS$1.08B+23.96%
2459Great Waters Wealth ManagementUS$1.08B+14.24%
2460Hook Mill Capital Partners, LPUS$1.08B−4.95%
2461KMG FIDUCIARY PARTNERS, LLCUS$1.08B−20.40%
2462WATER ISLAND CAPITAL LLCUS$1.08B+20.03%
2463TriCert Investment Counsel Inc.US$1.07BNo filing last quarter
2464JIA INVESTMENT ALLIANCE PTE. LTD.US$1.07B+12.35%
2465Ironvine Capital Partners, LLCUS$1.07B+17.95%
2466STEEL GROVE CAPITAL ADVISORS, LLCUS$1.07B+13.03%
2467Graves Light Lenhart Wealth, Inc.US$1.07B+11.51%
2468Oak Harvest Investment ServicesUS$1.07B+11.83%
2469Cypress Capital GroupUS$1.07B+20.46%
2470Tamar Securities, LLCUS$1.07B+14.61%
2471Morgan Stanley Institutional Investment Advisors LLCUS$1.07B+3.22%
2472Legacy Advisors, LLCUS$1.07B+26.21%
2473Broad Bay Capital Management, LPUS$1.07B−8.99%
2474Center for Financial Planning, Inc.US$1.07B+11.68%
2475JAG CAPITAL MANAGEMENT, LLCUS$1.07B+20.12%
2476Uniplan Investment Counsel, Inc.US$1.07B+9.51%
2477Bedel Financial Consulting, Inc.US$1.06B+19.89%
2478Schneider Downs Wealth Management Advisors, LPUS$1.06B+17.36%
2479NWF Advisory Services Inc.US$1.06B+20.11%
2480Petrus Trust Company, LTAUS$1.06B+16.19%
2481CUTLER INVESTMENT COUNSEL LLCUS$1.06B+9.39%
2482Brehaut David PascalUS$1.06B+16.97%
2483Polaris Capital Management, LLCUS$1.06B−13.15%
2484Synergy Asset Management, LLCUS$1.06B+12.63%
2485Planning Center, Inc.US$1.06B+7.36%
2486Rhenman & Partners Asset Management ABUS$1.06B+30.71%
2487J. Stern & Co. LLPUS$1.06B+2.69%
2488Greylock XIV GP LLCUS$1.06B−14.43%
2489RED CEDAR INVESTMENT MANAGEMENT, LLCUS$1.06B+9.47%
2490Minneapolis Portfolio Management Group, LLCUS$1.06B+12.04%
2491Convergence Investment Partners, LLCUS$1.06B+72.76%
2492Financial Management Professionals, Inc.US$1.05B+18.26%
2493FengHe Fund Management Pte. Ltd.US$1.05B+45.69%
2494WEALTHCARE CAPITAL MANAGEMENT LLCUS$1.05B+5.39%
2495ABNER HERRMAN & BROCK LLCUS$1.05BFiled in thousands, converted+16.43%
2496Per Stirling Capital Management, LLC.US$1.05B+16.37%
2497Portland Global Advisors LLCUS$1.05B+12.18%
2498V-Square Quantitative Management LLCUS$1.05B+11.20%
2499Melqart Asset Management (UK) LtdUS$1.05B+3.61%
2500Pinnacle Wealth Planning Services, Inc.US$1.05B+8.46%

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.