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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 3101 | Northcape Capital Pty Ltd | US$741.77M | −US$124.91M−14.41% | 8 | July 10, 2026 |
| 3102 | CPC Advisors, LLC | US$741.6M | +US$124.85M+20.24% | 159 | July 24, 2026 |
| 3103 | SFE Investment Counsel | US$741.51M | +US$106.79M+16.82% | 152 | August 5, 2026 |
| 3104 | Lebenthal Global Advisors, LLC | US$741.45M | +US$53.66M+7.80% | 313 | July 30, 2026 |
| 3105 | Torray Investment Partners LLC | US$741.29M | +US$59.61M+8.74% | 91 | July 30, 2026 |
| 3106 | Newbrook Capital Advisors LP | US$740.57M | +US$180.43M+32.21% | 14 | August 14, 2026 |
| 3107 | Triasima Portfolio Management inc. | US$740.35M | +US$78.87M+11.92% | 127 | July 21, 2026 |
| 3108 | BEARING POINT CAPITAL, LLC | US$740.16M | +US$101.79M+15.94% | 203 | August 11, 2026 |
| 3109 | Copos Capital B.V. | US$739.98M | No filing last quarter | 42 | August 12, 2026 |
| 3110 | Estabrook Capital Management | US$738.62M | +US$53.36M+7.79% | 344 | August 13, 2026 |
| 3111 | Everest Financial Group LLC | US$738.43M | +US$131.11M+21.59% | 208 | August 10, 2026 |
| 3112 | Barton Investment Management | US$738.19M | −US$59.14M−7.42% | 60 | July 20, 2026 |
| 3113 | LS Investment Advisors, LLC | US$737.85M | +US$69.59M+10.41% | 127 | July 21, 2026 |
| 3114 | HERALD INVESTMENT MANAGEMENT Ltd | US$737.3M | +US$19.66M+2.74% | 92 | July 23, 2026 |
| 3115 | GFI Investment Counsel Ltd. | US$737.25M | +US$5.78M+0.79% | 30 | August 14, 2026 |
| 3116 | Kingsway Capital Partners Ltd | US$736.03M | No filing last quarter | 5 | August 3, 2026 |
| 3117 | Walmart Inc. | US$736M | −US$104.36M−12.42% | 3 | August 7, 2026 |
| 3118 | GR FINANCIAL GROUP, LLC | US$735.91M | +US$434.43M+144.10% | 37 | August 3, 2026 |
| 3119 | S-Bank Fund Management Ltd | US$735.91M | +US$64.69M+9.64% | 177 | August 4, 2026 |
| 3120 | Cohen Capital Management, Inc. | US$735.48M | +US$91.09M+14.14% | 152 | July 8, 2026 |
| 3121 | DAIDO LIFE INSURANCE CO | US$735.1MFiled in thousands, converted | +US$57.18M+8.43% | 6 | August 5, 2026 |
| 3122 | Virtus Wealth Solutions LLC | US$734.97M | +US$209.72M+39.93% | 53 | July 24, 2026 |
| 3123 | Greenfield FTC, Inc. | US$734.54M | +US$210.19M+40.09% | 4 | July 17, 2026 |
| 3124 | Balboa Wealth Partners | US$734.44M | +US$138.26M+23.19% | 476 | August 10, 2026 |
| 3125 | Loftus Peak Pty Ltd | US$734.4M | No filing last quarter | 26 | October 15, 2026 |
| 3126 | MainStreet Investment Advisors LLC | US$734.26M | +US$69.73M+10.49% | 166 | August 12, 2026 |
| 3127 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | US$734.03M | +US$59.83M+8.87% | 188 | July 20, 2026 |
| 3128 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | US$733.94M | +US$103.95M+16.50% | 14 | August 14, 2026 |
| 3129 | NEW WAVE WEALTH ADVISORS LLC | US$733.76M | +US$445.55M+154.59% | 408 | July 23, 2026 |
| 3130 | Annandale Capital, LLC | US$732.85MFiled in thousands, converted | +US$24.01M+3.39% | 128 | August 13, 2026 |
| 3131 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | US$732.64M | +US$155.68M+26.98% | 8 | August 11, 2026 |
| 3132 | Liquid Strategies, LLC | US$732.28M | +US$266.8M+57.32% | 7 | July 28, 2026 |
| 3133 | HUDSON EDGE INVESTMENT PARTNERS INC. | US$731.97M | +US$47.72M+6.97% | 123 | July 29, 2026 |
| 3134 | Decheng Capital LLC | US$731.75M | +US$70.43M+10.65% | 14 | August 14, 2026 |
| 3135 | Abundance Wealth Counselors | US$731.71M | +US$34.49M+4.95% | 172 | October 26, 2026 |
| 3136 | ThornTree Capital Partners LP | US$731.34M | +US$167.81M+29.78% | 19 | August 14, 2026 |
| 3137 | Morton Capital Management LLC/CA | US$731.28M | +US$59.05M+8.78% | 160 | July 23, 2026 |
| 3138 | M Holdings Securities, Inc. | US$731.09MFiled in thousands, converted | −US$747.77M−50.56% | 148 | August 11, 2026 |
| 3139 | Gilman Hill Asset Management, LLC | US$731M | +US$68.45M+10.33% | 236 | July 9, 2026 |
| 3140 | KKM Financial LLC | US$729.9M | +US$166.72M+29.60% | 169 | August 14, 2026 |
| 3141 | Ignite Planners, LLC | US$728.98M | +US$81.37M+12.56% | 426 | July 23, 2026 |
| 3142 | Caitong International Asset Management Co., Ltd | US$728.94M | +US$187.98M+34.75% | 2,999 | August 5, 2026 |
| 3143 | Vanderbilt University | US$728.28M | +US$201.81M+38.33% | 74 | July 22, 2026 |
| 3144 | PROFFITT & GOODSON INC | US$728.11M | +US$79.32M+12.23% | 298 | July 22, 2026 |
| 3145 | INSPIRE TRUST CO, N.A. | US$727.31M | +US$79.58M+12.29% | 111 | August 5, 2026 |
| 3146 | Lombard Odier Asset Management (USA) Corp | US$726.9M | −US$230.16M−24.05% | 142 | August 14, 2026 |
| 3147 | LONE PEAK GLOBAL INVESTORS LLC | US$726.58M | +US$126.13M+21.01% | 43 | August 10, 2026 |
| 3148 | IFG Advisors, LLC | US$725.41M | +US$114.81M+18.80% | 165 | July 22, 2026 |
| 3149 | Murchinson Ltd. | US$724.8M | −US$66.29M−8.38% | 125 | August 14, 2026 |
| 3150 | Tensile Capital Management LP | US$724.25M | +US$25.76M+3.69% | 22 | August 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.