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 |
|---|---|---|---|---|---|
| 3001 | NINE MASTS CAPITAL Ltd | US$692.6M | No filing last quarter | 249 | May 13, 2026 |
| 3002 | Harbor Group, Inc. | US$692.45M | No filing last quarter | 116 | April 10, 2026 |
| 3003 | Harbor Advisors LLC | US$692.18M | No filing last quarter | 197 | May 7, 2026 |
| 3004 | MATAURO, LLC | US$692.02M | No filing last quarter | 145 | April 22, 2026 |
| 3005 | CIM, LLC | US$691.76M | No filing last quarter | 168 | May 18, 2026 |
| 3006 | Capital Planning Advisors, LLC | US$691.56M | No filing last quarter | 146 | May 14, 2026 |
| 3007 | Pembroke Management, LTD | US$691.44M | No filing last quarter | 97 | May 14, 2026 |
| 3008 | Gratus Wealth Advisors, LLC | US$691.36M | No filing last quarter | 138 | May 4, 2026 |
| 3009 | South Street Advisors LLC | US$690.29M | No filing last quarter | 83 | May 13, 2026 |
| 3010 | WEXFORD CAPITAL LP | US$690.27M | No filing last quarter | 164 | May 15, 2026 |
| 3011 | Warwick Investment Management, Inc. | US$690.05M | No filing last quarter | 138 | May 12, 2026 |
| 3012 | LARCH CAPITAL PARTNERS LLC | US$690.03M | No filing last quarter | 53 | May 15, 2026 |
| 3013 | SOUTHERNSUN ASSET MANAGEMENT, LLC | US$689.91M | No filing last quarter | 31 | May 13, 2026 |
| 3014 | B & T Capital Management DBA Alpha Capital Management | US$689.89M | No filing last quarter | 115 | May 13, 2026 |
| 3015 | Crews Bank & Trust | US$689.76M | No filing last quarter | 673 | May 13, 2026 |
| 3016 | CHATHAM CAPITAL GROUP, INC. | US$689.33M | No filing last quarter | 198 | April 21, 2026 |
| 3017 | PLATINUM PARAMOUNT INVESTMENT LTD. | US$689.22M | No filing last quarter | 2 | May 14, 2026 |
| 3018 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | US$689.19M | No filing last quarter | 134 | May 13, 2026 |
| 3019 | BUFFALO BUSINESS & ESTATE SERVICES LTD | US$689.04M | No filing last quarter | 87 | April 17, 2026 |
| 3020 | KPP Advisory Services LLC | US$688.59M | No filing last quarter | 349 | April 24, 2026 |
| 3021 | EAGLE ROCK INVESTMENT COMPANY, LLC | US$688.18M | No filing last quarter | 158 | April 9, 2026 |
| 3022 | SIERRA SUMMIT ADVISORS LLC | US$688.12M | No filing last quarter | 180 | April 27, 2026 |
| 3023 | Strategic Point Investment Advisors, LLC | US$688M | No filing last quarter | 35 | April 23, 2026 |
| 3024 | Lebenthal Global Advisors, LLC | US$687.79M | No filing last quarter | 295 | May 14, 2026 |
| 3025 | Alpine Bank Wealth Management | US$687.78M | No filing last quarter | 272 | April 21, 2026 |
| 3026 | Maridea Wealth Management LLC | US$687.56M | No filing last quarter | 454 | April 21, 2026 |
| 3027 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | US$687.49M | No filing last quarter | 301 | May 7, 2026 |
| 3028 | Security National Bank | US$686.66M | No filing last quarter | 501 | April 16, 2026 |
| 3029 | Human Investing LLC | US$686.57M | No filing last quarter | 132 | May 7, 2026 |
| 3030 | Estabrook Capital Management | US$685.26M | No filing last quarter | 380 | May 14, 2026 |
| 3031 | Tolleson Wealth Management, Inc. | US$685.01M | No filing last quarter | 92 | July 28, 2026 |
| 3032 | HUDSON EDGE INVESTMENT PARTNERS INC. | US$684.25M | No filing last quarter | 101 | April 27, 2026 |
| 3033 | First National Advisers, LLC | US$683.48M | No filing last quarter | 261 | May 8, 2026 |
| 3034 | Hexagon Capital Partners LLC | US$683.41M | No filing last quarter | 252 | May 5, 2026 |
| 3035 | Horizon Wealth Management, LLC | US$682.19M | No filing last quarter | 137 | April 24, 2026 |
| 3036 | Drexel Morgan & Co. | US$681.84M | No filing last quarter | 60 | May 11, 2026 |
| 3037 | Torray Investment Partners LLC | US$681.69M | No filing last quarter | 88 | May 1, 2026 |
| 3038 | Well Done, LLC | US$680.78M | No filing last quarter | 197 | April 14, 2026 |
| 3039 | Night Squared LP | US$680.67M | No filing last quarter | 72 | May 15, 2026 |
| 3040 | Covington Investment Advisors Inc. | US$680.5MFiled in thousands, converted | No filing last quarter | 74 | May 12, 2026 |
| 3041 | CLEARLAKE CAPITAL GROUP, L.P. | US$680.4M | No filing last quarter | 6 | May 15, 2026 |
| 3042 | Hudock, Inc. | US$679.7M | No filing last quarter | 200 | May 13, 2026 |
| 3043 | Independent Solutions Wealth Management, LLC | US$679.13M | No filing last quarter | 185 | April 27, 2026 |
| 3044 | Advisors Preferred, LLC | US$678.99M | No filing last quarter | 216 | May 5, 2026 |
| 3045 | MAK CAPITAL ONE LLC | US$678.69M | No filing last quarter | 22 | May 15, 2026 |
| 3046 | Ripple Effect Asset Management LP | US$678.66M | No filing last quarter | 24 | May 14, 2026 |
| 3047 | Mraz, Amerine & Associates, Inc. | US$678.25M | No filing last quarter | 190 | May 5, 2026 |
| 3048 | DAIDO LIFE INSURANCE CO | US$677.92MFiled in thousands, converted | No filing last quarter | 6 | May 8, 2026 |
| 3049 | Topsail Wealth Management, LLC | US$677.9M | No filing last quarter | 294 | April 21, 2026 |
| 3050 | MITCHELL MCLEOD PUGH & WILLIAMS INC | US$677.61M | No filing last quarter | 360 | April 24, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.