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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
3151Palo Alto Investors LPUS$723.72M+10.68%
3152Stablepoint Partners, LLCUS$722.7M+7.45%
3153Stonebridge Financial Group, LLC/CAUS$722.19MFiled in thousands, convertedNo filing last quarter
3154ALLEN OPERATIONS LLCUS$721.73M+7.76%
3155Hazelview Securities Inc.US$721.71M+34.35%
3156GCQ FUNDS MANAGEMENT PTY LtdUS$721.36M−4.19%
3157ASK CAPITAL MANAGEMENT, LLCUS$720.99M+26.96%
3158Deeter Investments LLPUS$720.9M−19.08%
3159SHENKMAN CAPITAL MANAGEMENT INCUS$720.85M−13.21%
3160Security Financial Services, INC.US$720.76M+13.99%
3161Phocas Financial Corp.US$720.71M+13.17%
3162JACKSON SQUARE CAPITAL, LLCUS$718.99M+50.74%
3163Drexel Morgan & Co.US$718.83M+5.43%
3164Elgethun Capital ManagementUS$717.83M+18.72%
3165Austin Asset Management Co IncUS$717.52M+17.95%
3166Towercrest Capital ManagementUS$717.42M+11.79%
3167Canvas Wealth Advisors, LLCUS$716.87M+21.92%
3168Rather & Kittrell, Inc.US$715.62M+10.44%
3169Abu Dhabi Investment Council Co P.J.S.CUS$714.61M−26.69%
3170First Commonwealth Financial Corp /PA/US$714.56M+13.69%
3171Teilinger Capital Ltd.US$714.24M+7921.77%
3172Huntleigh Advisors, Inc.US$714.23M+22.11%
3173LJI Wealth Management, LLCUS$713.93M+14.03%
3174MAK CAPITAL ONE LLCUS$713.79M+5.17%
3175Secure Asset Management, LLCUS$713.71M+12.96%
3176Optas, LLCUS$713.71M+8.00%
3177ZEVIN ASSET MANAGEMENT LLCUS$712.69M−1.43%
3178Summit Street Capital Management, LLCUS$712.6M+0.74%
3179Alight Capital Management LPUS$712.47M+70.74%
3180HMI Capital Management, L.P.US$712.36M−5.56%
3181Tyche Wealth Partners LLCUS$712.35M+9.85%
3182Radnor Capital Management, LLCUS$712.03M+5.37%
3183First National Advisers, LLCUS$711.83M+4.15%
3184SageGuard Financial Group, LLCUS$711.72M+10.13%
3185Hexagon Capital Partners LLCUS$711.43M+4.10%
3186FINDELL CAPITAL MANAGEMENT LLCUS$710.28M+108.03%
3187Trust Co of the SouthUS$710.18M+14.20%
3188Tulsa Wealth Advisors, INCUS$710.17M+24.51%
3189Hamilton Point Investment Advisors, LLCUS$710.15M+9.38%
3190Chandler Asset Management, Inc.US$709.72M+7.63%
3191Destiny Wealth Partners, LLCUS$708.89M−22.48%
3192Monarch Alternative Capital LPUS$707.2M−56.64%
3193K.J. Harrison & Partners IncUS$705.71M+16.03%
3194CENTRAL BANK & TRUST COUS$705.25M+10.82%
3195KELLEHER FINANCIAL ADVISORSUS$704.85M+78.40%
3196Rivermont Capital Management LPUS$704.77M+48.47%
3197Pacific Sage Partners, LLCUS$704.55M+10.84%
3198VEGA INVESTMENT SOLUTIONSUS$704.54M+68.39%
3199DSG Capital Advisors, LLCUS$704.16M+12.61%
3200TLT Family Holdco ULCUS$703.95M−2.78%

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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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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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.