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 |
|---|---|---|---|---|---|
| 3201 | Marshall Financial Group, LLC | US$624.56M | No filing last quarter | 293 | April 13, 2026 |
| 3202 | Annis Gardner Whiting Capital Advisors, LLC | US$624.52M | No filing last quarter | 1,330 | May 6, 2026 |
| 3203 | Kinsale Capital Group, Inc. | US$623.87M | No filing last quarter | 41 | May 6, 2026 |
| 3204 | Deltroit Asset Management (UK) LLP | US$622.55M | No filing last quarter | 42 | May 15, 2026 |
| 3205 | Delaney Capital Management Ltd. | US$622.43M | +US$19.11M+3.17% | 53 | August 14, 2026 |
| 3206 | Kemnay Advisory Services Inc. | US$622.32M | No filing last quarter | 1,190 | May 15, 2026 |
| 3207 | Deer Management Co. LLC | US$622.29M | No filing last quarter | 10 | May 15, 2026 |
| 3208 | Headwater Capital Co Ltd | US$621.95M | No filing last quarter | 15 | May 15, 2026 |
| 3209 | Trust Co of the South | US$621.9M | No filing last quarter | 146 | April 6, 2026 |
| 3210 | KCM Capital Inc | US$621.73M | No filing last quarter | 35 | May 13, 2026 |
| 3211 | Agave Capital Management Ltd | US$621.66M | No filing last quarter | 8 | May 13, 2026 |
| 3212 | First Bank & Trust | US$620.8M | No filing last quarter | 397 | April 10, 2026 |
| 3213 | RBO & CO LLC | US$619.61M | No filing last quarter | 57 | May 14, 2026 |
| 3214 | Keating Financial Advisory Services, Inc. | US$618.83M | No filing last quarter | 2,572 | May 15, 2026 |
| 3215 | KPS Global Asset Management UK Ltd | US$618.77M | No filing last quarter | 4 | May 11, 2026 |
| 3216 | Richmond Investment Services, LLC | US$618.75M | No filing last quarter | 255 | April 29, 2026 |
| 3217 | Asset Management Group, Inc. | US$618.51M | No filing last quarter | 139 | May 15, 2026 |
| 3218 | BURLING WEALTH PARTNERS, LLC | US$618.31M | No filing last quarter | 177 | May 8, 2026 |
| 3219 | MCMORGAN & CO LLC | US$618.15M | No filing last quarter | 40 | May 5, 2026 |
| 3220 | Albar Capital Partners LLP | US$618.09M | No filing last quarter | 36 | May 15, 2026 |
| 3221 | RIVERSEDGE ADVISORS, LLC | US$617.74M | No filing last quarter | 216 | April 16, 2026 |
| 3222 | Affiance Financial, LLC | US$617.12M | No filing last quarter | 106 | April 14, 2026 |
| 3223 | VALUE HOLDINGS MANAGEMENT CO. LLC | US$616.76MFiled in thousands, converted | No filing last quarter | 24 | May 11, 2026 |
| 3224 | Alpha Omega Wealth Management LLC | US$616.75M | No filing last quarter | 206 | April 7, 2026 |
| 3225 | CPC Advisors, LLC | US$616.75M | No filing last quarter | 144 | April 16, 2026 |
| 3226 | THIRD AVENUE MANAGEMENT LLC | US$616.04M | No filing last quarter | 53 | May 13, 2026 |
| 3227 | Tarbox Family Office, Inc. | US$615.76M | No filing last quarter | 95 | April 24, 2026 |
| 3228 | RAINEY & RANDALL WEALTH ADVISORS INC. | US$615.62M | No filing last quarter | 76 | April 22, 2026 |
| 3229 | Dynamic Technology Lab Private Ltd | US$614.83M | No filing last quarter | 833 | May 15, 2026 |
| 3230 | Clearstead Trust, LLC | US$613.41M | No filing last quarter | 981 | May 6, 2026 |
| 3231 | Princeton Global Asset Management LLC | US$612.93M | No filing last quarter | 829 | April 22, 2026 |
| 3232 | MASON CAPITAL MANAGEMENT LLC | US$612.85M | No filing last quarter | 7 | May 15, 2026 |
| 3233 | Providence Capital Advisors, LLC | US$612.68M | No filing last quarter | 200 | May 14, 2026 |
| 3234 | Calydon Capital | US$612.64M | No filing last quarter | 247 | May 15, 2026 |
| 3235 | 12th Street Asset Management Company, LLC | US$611.36M | No filing last quarter | 32 | May 12, 2026 |
| 3236 | DUDLEY & SHANLEY, INC. | US$611.24M | No filing last quarter | 38 | April 8, 2026 |
| 3237 | Verbena Value LP | US$610.95M | No filing last quarter | 26 | May 4, 2026 |
| 3238 | Boston Standard Wealth Management, LLC | US$610.86M | No filing last quarter | 56 | April 20, 2026 |
| 3239 | Convergence Investment Partners, LLC | US$610.68M | No filing last quarter | 235 | May 7, 2026 |
| 3240 | IFG Advisors, LLC | US$610.6M | No filing last quarter | 149 | April 9, 2026 |
| 3241 | FRG Family Wealth Advisors LLC | US$610.54M | No filing last quarter | 157 | April 24, 2026 |
| 3242 | Citizens Business Bank | US$610.32M | No filing last quarter | 229 | May 1, 2026 |
| 3243 | Armbruster Capital Management, Inc. | US$610.19M | No filing last quarter | 132 | April 21, 2026 |
| 3244 | Prosight Management, LP | US$609.82M | No filing last quarter | 46 | May 15, 2026 |
| 3245 | Pandi, LLC | US$609.8M | No filing last quarter | 4 | May 12, 2026 |
| 3246 | Blue Fin Capital, Inc. | US$609.64M | No filing last quarter | 150 | May 28, 2026 |
| 3247 | DGS Capital Management, LLC | US$609.36M | No filing last quarter | 630 | April 28, 2026 |
| 3248 | STRATEGY ASSET MANAGERS LLC | US$609.36M | No filing last quarter | 263 | May 12, 2026 |
| 3249 | AMERICAN INTERNATIONAL GROUP, INC. | US$609.19M | No filing last quarter | 2 | May 8, 2026 |
| 3250 | Opes Wealth Management LLC | US$608.58M | No filing last quarter | 146 | April 29, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.