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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
2601MLG Wealth Management DBA Pine Grove Financial GroupUS$990.2M+15.09%
2602KTF INVESTMENTS, LLCUS$989.41M+69.35%
2603State of WyomingUS$989.13M+17.24%
2604NOVEM GROUPUS$987.93M+13.15%
2605Archford Capital Strategies, LLCUS$987.49M+13.06%
2606Global Endowment Management, LPUS$986.51M+10.09%
2607Financial Partners Group, IncUS$985.06M+17.84%
2608Southeast Asset Advisors, LLCUS$984.49M+7.88%
2609FIDUCIARY FINANCIAL ADVISORSUS$984.45M+778.21%
2610LVZ, Inc.US$984.27M+12.32%
2611Stanley-Laman Group, Ltd.US$984.24M+20.85%
2612Central Pacific Bank - Trust DivisionUS$984.06M+25.58%
2613Cheviot Value Management, LLCUS$983.99M−1.16%
2614Marble Harbor Investment Counsel, LLCUS$983.96M+6.62%
2615JAMES INVESTMENT RESEARCH, INC.US$983.78M+10.38%
2616INFINITUM ASSET MANAGEMENT, LLCUS$983.2M+22.79%
2617Greenline Partners, LLCUS$983.04M+5.67%
2618TWIN FOCUS CAPITAL PARTNERS, LLCUS$982.72M+12.84%
2619Hanson & Doremus Investment ManagementUS$982.69MFiled in thousands, converted+13.05%
2620CABOT WEALTH MANAGEMENT INCUS$982.19M+12.96%
2621Van Cleef Asset Management,IncUS$980.98M+5.63%
2622Stillwater Capital Advisors, LLCUS$980.57M+11.93%
2623Hill Investment Group Partners, LLCUS$980.45M+8.27%
2624Perseverance Asset Management InternationalUS$979.01M+7.70%
2625Parkman Healthcare Partners LLCUS$976.83M+0.74%
2626KINGDON CAPITAL MANAGEMENT, L.L.C.US$976.17M+7.15%
2627Family Manage LLCUS$974.67M+16.87%
2628Patriot Financial Group Insurance Agency, LLCUS$974M−45.10%
2629SEEDS INVESTOR LLCUS$973.32M+32.47%
2630ZEGA Investments, LLCUS$973.03M+9.35%
2631RPG Investment Advisory, LLCUS$972.85M+17.35%
2632Permanens Capital L.P.US$972.37M+25.26%
2633Integrity Advisory Solutions, LLCUS$971.71M+28.35%
2634Troluce Capital Advisors LLCUS$970.99M−40.48%
2635EVERMAY WEALTH MANAGEMENT LLCUS$970.92M+7.63%
2636Marietta Wealth Management, LLCUS$970.65M+15.36%
2637Noked Israel LtdUS$969.92M+43.28%
2638RMG Wealth Management LLCUS$969.45M+11.90%
2639Disciplina Capital Management LLCUS$967.99M+2.58%
2640Stockman Wealth Management, Inc.US$967.73M+6.79%
2641L & S Advisors IncUS$967.41M+21.71%
2642INTRINSIC EDGE CAPITAL MANAGEMENT LLCUS$967.36M+60.50%
2643Revolve Wealth Partners, LLCUS$965.2M+25.37%
2644Bath Savings Trust CoUS$965.14M+3.11%
2645Baker Ellis Asset Management LLCUS$964.1M+14.44%
2646GOODNOW INVESTMENT GROUP, LLCUS$963.73M+5.57%
2647Aviance Capital Partners, LLCUS$963.25M+12.80%
2648L2 Asset Management, LLCUS$962.79M−8.42%
2649Leonard Green & Partners, L.P.US$962.19M−65.24%
2650SILVERARC CAPITAL MANAGEMENT, LLCUS$962.15M−1.80%

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.