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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
2651VR Advisory Services LtdUS$844.93MNo filing last quarter
2652Occidental Asset Management, LLCUS$844.12MNo filing last quarter
2653Hel Ved Capital Management LtdUS$843.76MNo filing last quarter
2654State of WyomingUS$843.65MNo filing last quarter
2655Baker Ellis Asset Management LLCUS$842.46MNo filing last quarter
2656PATTON ALBERTSON MILLER GROUP, LLCUS$842.32MNo filing last quarter
2657BBFIT INVESTMENTS PTE LTDUS$841.94MNo filing last quarter
2658Marietta Wealth Management, LLCUS$841.43MNo filing last quarter
2659Walmart Inc.US$840.36MNo filing last quarter
2660Community Bank, N.A.US$840.11MNo filing last quarter
2661MBB PUBLIC MARKETS I LLCUS$839.38MNo filing last quarter
2662Seilern Investment Management LtdUS$838.49MNo filing last quarter
2663SEMPER AUGUSTUS INVESTMENTS GROUP LLCUS$837.34MNo filing last quarter
2664Claret Asset Management CorpUS$837.17MFiled in thousands, convertedNo filing last quarter
2665Eagle Strategies LLCUS$837.08MNo filing last quarter
2666De Lisle Partners LLPUS$835.95MNo filing last quarter
2667Financial Partners Group, IncUS$835.91MNo filing last quarter
2668MATTERN CAPITAL MANAGEMENT, LLCUS$834.89MNo filing last quarter
2669MANAGED ASSET PORTFOLIOS, LLCUS$834.42MNo filing last quarter
2670Family Manage LLCUS$833.95MNo filing last quarter
2671Suncoast Equity ManagementUS$833.3MNo filing last quarter
2672NICOLA WEALTH MANAGEMENT LTD.US$833.04MNo filing last quarter
2673Alaska Wealth Advisors, LLCUS$832.81MNo filing last quarter
2674ICICI Prudential Asset Management Co LtdUS$832.56MNo filing last quarter
2675Ramirez Asset Management, Inc.US$831.73MNo filing last quarter
2676Accurate Wealth Management, LLCUS$830.95MNo filing last quarter
2677SHENKMAN CAPITAL MANAGEMENT INCUS$830.59MNo filing last quarter
2678Claro Advisors Inc.US$830.12MNo filing last quarter
2679RPG Investment Advisory, LLCUS$829.04MNo filing last quarter
2680Engine Capital Management, LPUS$828.37MNo filing last quarter
2681Fort Sheridan Advisors LLCUS$827.63MNo filing last quarter
2682Wealth Enhancement Trust Services, Inc.US$826.48MNo filing last quarter
2683Fort Point Capital Partners LLCUS$825.11MNo filing last quarter
2684SIRIOS CAPITAL MANAGEMENT L PUS$824.77MNo filing last quarter
2685Mayflower Financial Advisors, LLCUS$823.88MNo filing last quarter
2686MJP ASSOCIATES INC /ADVUS$823.65MNo filing last quarter
2687Parkside Investments, LLCUS$823.12MNo filing last quarter
2688Volterra Technologies LPUS$823.06MNo filing last quarter
2689JAMISON PRIVATE WEALTH MANAGEMENT, INC.US$822.22MNo filing last quarter
2690Arista Wealth Management, LLCUS$821.55MNo filing last quarter
2691CADIAN CAPITAL MANAGEMENT, LPUS$821.2MNo filing last quarter
2692Alley Investment Management Company, LLCUS$821.03MNo filing last quarter
2693AVENIR CORPUS$820.5MNo filing last quarter
2694DUMAC, INC.US$820.39MNo filing last quarter
2695Oak Root LLCUS$820.05MNo filing last quarter
2696MayTech Global Investments, LLCUS$819.83MNo filing last quarter
2697BSW Wealth PartnersUS$819.44MNo filing last quarter
2698Nelson Capital Management, LLCUS$819.22MNo filing last quarter
2699Arvin Capital Management LPUS$819.09MNo filing last quarter
2700SJS Investment Consulting Inc.US$818.64MNo 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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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.