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 |
|---|---|---|---|---|---|
| 2601 | Philip James Wealth Mangement, LLC | US$869.65M | No filing last quarter | 157 | April 28, 2026 |
| 2602 | CABOT WEALTH MANAGEMENT INC | US$869.48M | No filing last quarter | 139 | April 27, 2026 |
| 2603 | Hanson & Doremus Investment Management | US$869.25MFiled in thousands, converted | No filing last quarter | 534 | April 17, 2026 |
| 2604 | HHM Wealth Advisors, LLC | US$868.86M | No filing last quarter | 890 | April 17, 2026 |
| 2605 | IDG China Capital Fund III Associates L.P. | US$868.32M | No filing last quarter | 2 | May 1, 2026 |
| 2606 | Blue Grotto Capital, LLC | US$867.64M | No filing last quarter | 21 | May 15, 2026 |
| 2607 | L. Roy Papp & Associates, LLP | US$867.41M | No filing last quarter | 184 | April 14, 2026 |
| 2608 | Northcape Capital Pty Ltd | US$866.68M | No filing last quarter | 8 | May 5, 2026 |
| 2609 | Havemeyer Place LP | US$866.65M | No filing last quarter | 498 | May 13, 2026 |
| 2610 | RMG Wealth Management LLC | US$866.37M | No filing last quarter | 616 | May 14, 2026 |
| 2611 | Informed Momentum Co LLC | US$866.24M | No filing last quarter | 273 | May 13, 2026 |
| 2612 | New England Private Wealth Advisors LLC | US$866.18M | No filing last quarter | 194 | May 8, 2026 |
| 2613 | MAKENA CAPITAL MANAGEMENT LLC | US$866.07M | No filing last quarter | 27 | May 11, 2026 |
| 2614 | One Madison Group LLC | US$865.78M | No filing last quarter | 28 | May 15, 2026 |
| 2615 | Cache Advisors, LLC | US$865.76M | No filing last quarter | 191 | April 17, 2026 |
| 2616 | Rodgers Brothers Inc. | US$865.52M | No filing last quarter | 242 | May 14, 2026 |
| 2617 | Wedbush Fund Advisers, LLC | US$863.4M | −US$103.28M−10.68% | 77 | August 5, 2026 |
| 2618 | ADAMS NATURAL RESOURCES FUND, INC. | US$862.62M | No filing last quarter | 54 | April 22, 2026 |
| 2619 | TWO SIGMA SECURITIES, LLC | US$860.94M | No filing last quarter | 1,599 | May 15, 2026 |
| 2620 | MLG Wealth Management DBA Pine Grove Financial Group | US$860.4M | +US$31.6M+3.81% | 189 | September 2, 2026 |
| 2621 | Ascent Wealth Partners, LLC | US$860.33M | No filing last quarter | 188 | May 6, 2026 |
| 2622 | JABODON PT CO | US$860.26MFiled in thousands, converted | No filing last quarter | 8 | May 8, 2026 |
| 2623 | Benchstone Capital Management LP | US$859.53M | No filing last quarter | 38 | May 15, 2026 |
| 2624 | Ophir Asset Management Pty Ltd | US$858.68M | No filing last quarter | 34 | May 15, 2026 |
| 2625 | Night Owl Capital Management, LLC | US$858.04M | No filing last quarter | 30 | May 15, 2026 |
| 2626 | TOTAL INVESTMENT MANAGEMENT INC | US$857.8M | No filing last quarter | 89 | April 13, 2026 |
| 2627 | U S GLOBAL INVESTORS INC | US$857.58M | No filing last quarter | 162 | May 1, 2026 |
| 2628 | Foguth Wealth Management, LLC. | US$857.26M | No filing last quarter | 211 | June 1, 2026 |
| 2629 | QUEST INVESTMENT MANAGEMENT LLC | US$856.75M | No filing last quarter | 122 | May 15, 2026 |
| 2630 | St. Louis Trust Co | US$856.5M | No filing last quarter | 206 | May 14, 2026 |
| 2631 | CALEDONIA INVESTMENTS PLC | US$855.93M | No filing last quarter | 15 | April 22, 2026 |
| 2632 | Baldwin Investment Management, LLC | US$855.66M | No filing last quarter | 210 | May 12, 2026 |
| 2633 | Violich Capital Management, Inc. | US$855.45M | No filing last quarter | 118 | April 8, 2026 |
| 2634 | Aviance Capital Partners, LLC | US$853.97M | No filing last quarter | 368 | May 6, 2026 |
| 2635 | GREATMARK INVESTMENT PARTNERS, INC. | US$853.6M | No filing last quarter | 145 | April 28, 2026 |
| 2636 | FORM Wealth Advisors, LLC | US$853.59M | No filing last quarter | 58 | April 13, 2026 |
| 2637 | ABSHER WEALTH MANAGEMENT, LLC | US$852.91M | No filing last quarter | 70 | May 4, 2026 |
| 2638 | ABSOLUTE INVESTMENT ADVISERS, LLC | US$852.1M | No filing last quarter | 122 | April 22, 2026 |
| 2639 | UNITED SERVICES AUTOMOBILE ASSOCIATION | US$850.56M | No filing last quarter | 14 | May 13, 2026 |
| 2640 | Evelyn Partners Investment Management Services Ltd | US$850M | No filing last quarter | 281 | May 15, 2026 |
| 2641 | BOSTON RESEARCH & MANAGEMENT INC | US$849.28MFiled in thousands, converted | No filing last quarter | 229 | August 26, 2026 |
| 2642 | Embree Financial Group | US$849.16M | No filing last quarter | 265 | April 24, 2026 |
| 2643 | Parsifal Capital Management, LP | US$849.11M | No filing last quarter | 18 | May 15, 2026 |
| 2644 | Board of Trustees of The Leland Stanford Junior University | US$848.72M | No filing last quarter | 22 | May 7, 2026 |
| 2645 | Legacy Advisors, LLC | US$848.22M | No filing last quarter | 279 | May 5, 2026 |
| 2646 | HOHIMER WEALTH MANAGEMENT, LLC | US$847.11M | No filing last quarter | 387 | May 1, 2026 |
| 2647 | CATALYST FINANCIAL PARTNERS LLC | US$846.87M | No filing last quarter | 370 | May 12, 2026 |
| 2648 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | US$845.13MFiled in thousands, converted | No filing last quarter | 113 | May 11, 2026 |
| 2649 | Archon Partners LLC | US$845.03M | No filing last quarter | 39 | May 15, 2026 |
| 2650 | Fractal Investments LLC | US$845.02M | No filing last quarter | 81 | April 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.