Top Institutional Investors
13F filers ranked by AUM, holdings count, and filing recency. Includes hedge funds, asset managers, banks, and pensions.
AUM is the long-equity portion reported on Form 13F-HR (most recent filing). Excludes short positions, cash, and non-13F assets. For informational purposes only — not investment advice. See Terms §17.
Latest 13F Filings
Showing 4 filings ingested in the last 24 hours
| Filer | Period | Filed | Holdings | AUM | Ingested |
|---|---|---|---|---|---|
| Tudor Financial Inc. | 2026-06-30 | 2026-08-06 | 151 | $222.36M | |
| Marin Bay Wealth Advisors, LLC | 2026-06-30 | 2026-08-05 | 134 | $379.20M | |
| LANGLEY WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-06 | 130 | $15.18M | |
| General Pension Society PZU Joint Stock Co | 2026-06-30 | 2026-08-10 | 16 | $668.15M |
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Results
100
Filers matching your filter
Coverage
9,289 / 9,289
Enriched / total advisors
Top Filer AUM
$6.90T
Largest 13F portfolio in results
Leaderboard
| # | Filer | Location | AUM | Holdings | Top Holdings | Q/Q Activity | Filed | Period |
|---|---|---|---|---|---|---|---|---|
| 1 |
VANGUARD GROUP INC
CIK 102909
|
MALVERN, PA | $6.90T | 17,686 | NVIDIA CORPORATION5.5% APPLE INC5.0% MICROSOFT CORP4.5% |
+123−138↑1649↓1622 | 2026-01-29 | 2025-12-31 |
| 2 |
BlackRock, Inc.
CIK 2012383
|
SAN FRANCISCO, CA | $5.72T | 50,651 | NVIDIA CORPORATION2.2% APPLE INC1.9% NVIDIA CORPORATION1.5% |
+332−210↑2107↓2154 | 2026-05-13 | 2026-03-31 |
| 3 |
STATE STREET CORP
CIK 93751
|
LONDON, MA, United Kingdom | $2.90T | 4,269 | NVIDIA CORPORATION6.0% APPLE INC5.3% MICROSOFT CORP3.9% |
+118−137↑1634↓1742 | 2026-05-15 | 2026-03-31 |
| 4 |
FMR LLC
CIK 315066
|
BOSTON, MA | $1.90T | 13,282 | NVIDIA CORPORATION6.4% AMAZON COM INC2.7% APPLE INC2.6% |
+287−290↑2484↓1909 | 2026-05-15 | 2026-03-31 |
| 5 |
MORGAN STANLEY
CIK 895421
|
NEW YORK, NY | $1.67T | 45,419 | APPLE INC1.6% MICROSOFT CORP1.3% NVIDIA CORPORATION1.2% |
+515−476↑3351↓2717 | 2026-05-27 | 2025-12-31 |
| 6 |
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
|
BOSTON, MA | $1.61T | 8,577 | NVIDIA CORP5.7% APPLE INC5.1% MICROSOFT CORP3.8% |
+213−169↑1933↓1665 | 2026-05-15 | 2026-03-31 |
| 7 |
JPMORGAN CHASE & CO
CIK 19617
|
NEW YORK, NY | $1.56T | 33,063 | NVIDIA CORPORATION2.9% APPLE INC2.4% MICROSOFT CORP1.8% |
+6419−255↑33↓67 | 2026-05-13 | 2026-03-31 |
| 8 |
BANK OF AMERICA CORP /DE/
CIK 70858
|
BOSTON, MA | $1.37T | 17,872 | VANGUARD INDEX FDS1.6% VANGUARD INDEX FDS1.4% NVIDIA CORPORATION1.1% |
+146−1736↑2665↓2050 | 2026-05-18 | 2026-03-31 |
| 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
|
BALA CYNWYD, PA | $893.33B | 14,878 | STATE STR SPDR S&P 500 ETF T0.7% INVESCO QQQ TR0.5% TESLA INC0.2% |
+1626−1059↑2423↓2211 | 2026-05-15 | 2026-03-31 |
| 10 |
GOLDMAN SACHS GROUP INC
CIK 886982
|
NEW YORK, NY | $870.94B | 13,579 | NVIDIA CORPORATION3.0% APPLE INC2.7% STATE STR SPDR S&P 500 ETF T2.2% |
+620−445↑2481↓1808 | 2026-05-15 | 2026-03-31 |
| 11 |
JANE STREET GROUP, LLC
CIK 1595888
|
NEW YORK, NY | $777.22B | 19,058 | STATE STR SPDR S&P 500 ETF T1.4% STATE STR SPDR S&P 500 ETF T0.2% INVESCO QQQ TR0.1% |
+1783−1783↑2039↓2022 | 2026-05-12 | 2026-03-31 |
| 12 |
NORTHERN TRUST CORP
CIK 73124
|
CHICAGO, IL | $756.58B | 19,864 | NVIDIA CORPORATION4.0% APPLE INC3.6% MICROSOFT CORP2.7% |
+131−184↑1776↓1713 | 2026-05-14 | 2026-03-31 |
| 13 |
Capital World Investors
CIK 1422849
|
LOS ANGELES, CA | $732.94B | 620 | BROADCOM INC4.9% META PLATFORMS INC3.2% MICROSOFT CORP3.1% |
+110−64↑235↓222 | 2026-05-13 | 2026-03-31 |
| 14 |
UBS Group AG
CIK 1610520
|
ZURICH | $666.32B | 22,771 | APPLE INC1.0% MICROSOFT CORP1.0% NVIDIA CORPORATION1.0% |
+1304−1277↑3843↓3145 | 2026-05-05 | 2026-03-31 |
| 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
|
SAN FRANCISCO, CA | $654.47B | 3,645 | NVIDIA CORPORATION4.3% APPLE INC4.0% MICROSOFT CORP3.0% |
+93−94↑1248↓1484 | 2026-05-15 | 2026-03-31 |
| 16 |
Capital Research Global Investors
CIK 1422848
|
LOS ANGELES, CA | $644.56B | 459 | BROADCOM INC5.6% MICROSOFT CORP5.5% NVIDIA CORPORATION5.2% |
+67−42↑208↓149 | 2026-05-13 | 2026-03-31 |
| 17 |
CITADEL ADVISORS LLC
CIK 1423053
|
MIAMI, FL | $618.47B | 15,589 | ISHARES TR0.4% NVIDIA CORPORATION0.3% NVIDIA CORPORATION0.3% |
+1520−1384↑2079↓2170 | 2026-05-15 | 2026-03-31 |
| 18 |
ROYAL BANK OF CANADA
CIK 1000275
|
LONDON, United Kingdom | $570.14B | 25,608 | ROYAL BK CDA1.1% ISHARES TR0.9% ROYAL BK CDA0.9% |
+511−460↑2365↓2889 | 2026-05-15 | 2026-03-31 |
| 19 |
Bank of New York Mellon Corp
CIK 1390777
|
NEW YORK, NY | $543.91B | 33,728 | NVIDIA CORP2.3% APPLE INC2.0% MICROSOFT CORP1.5% |
+186−170↑1471↓1683 | 2026-05-05 | 2026-03-31 |
| 20 |
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
|
BOSTON, MA | $535.46B | 7,458 | NVIDIA CORPORATION3.7% MICROSOFT CORP3.2% APPLE INC2.7% |
+154−181↑641↓839 | 2026-05-15 | 2026-03-31 |
| 21 |
WELLS FARGO & COMPANY/MN
CIK 72971
|
LONDON, CA, United Kingdom | $530.34B | 17,971 | APPLE INC1.5% MICROSOFT CORP1.3% ISHARES TR1.3% |
unchanged | 2026-07-08 | 2026-03-31 |
| 22 |
DIMENSIONAL FUND ADVISORS LP
CIK 354204
|
AUSTIN, TX | $481.39B | 13,635 | NVIDIA CORPORATION2.9% APPLE INC2.6% MICROSOFT CORP1.9% |
+82−107↑1355↓1174 | 2026-05-07 | 2026-03-31 |
| 23 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
CIK 861177
|
NEW YORK, NY | $480.98B | 19,242 | NVIDIA CORPORATION2.5% APPLE INC1.8% MICROSOFT CORP1.6% |
+598−76↑1848↓963 | 2026-05-13 | 2026-03-31 |
| 24 |
Legal & General Group Plc
CIK 764068
|
LONDON, United Kingdom | $432.39B | 8,115 | NVIDIA CORPORATION2.4% APPLE INC2.3% NVIDIA CORPORATION2.2% |
+49−75↑958↓1825 | 2026-05-08 | 2026-03-31 |
| 25 |
Capital International Investors
CIK 1562230
|
LYNNFIELD, MA | $426.52B | 438 | BROADCOM INC6.1% MICROSOFT CORP4.8% NVIDIA CORPORATION4.0% |
+52−68↑83↓263 | 2026-05-13 | 2026-03-31 |
| 26 |
BARCLAYS PLC
CIK 312069
|
NEW YORK, NY | $416.25B | 12,241 | ISHARES TR9.7% NVIDIA CORPORATION2.2% MICROSOFT CORP1.5% |
+403−639↑1086↓2658 | 2026-05-15 | 2026-03-31 |
| 27 |
FRANKLIN RESOURCES INC
CIK 38777
|
SAN MATEO, CA | $408.30B | 14,782 | NVIDIA CORPORATION2.1% MICROSOFT CORP1.6% APPLE INC1.3% |
+238−179↑1354↓1070 | 2026-05-13 | 2026-03-31 |
| 28 |
LPL Financial LLC
CIK 1403438
|
FORT MILL, SC | $376.56B | 5,964 | ISHARES TR2.0% STATE STR SPDR S&P 500 ETF T1.7% INVESCO QQQ TR1.6% |
+312−198↑2516↓1867 | 2026-05-06 | 2026-03-31 |
| 29 |
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
|
CHICAGO, IL | $373.58B | 4,703 | ISHARES TR5.8% VANGUARD INDEX FDS1.7% BLACKROCK ETF TRUST1.7% |
+422−158↑2431↓1079 | 2026-05-04 | 2026-03-31 |
| 30 |
Invesco Ltd.
CIK 914208
|
DOWNERS GROVE, IL | $370.67B | 101 | NVIDIA CORP NVDA8.7% APPLE INC AAPL7.6% MICROSOFT CORP MSFT5.6% |
+1−1↑25↓64 | 2026-07-15 | 2026-03-31 |
| 31 |
Nuveen, LLC
CIK 1871926
|
CHICAGO, IL | $369.27B | 7,665 | NVIDIA CORPORATION3.8% APPLE INC3.0% MICROSOFT CORP2.5% |
+74−100↑1289↓1360 | 2026-04-30 | 2026-03-31 |
| 32 |
Amundi
CIK 1330387
|
PARIS | $367.10B | 5,406 | NVIDIA CORPORATION5.8% TOTALENERGIES SE5.0% APPLE INC4.6% |
+289−91↑983↓576 | 2026-05-18 | 2026-03-31 |
| 33 |
RAYMOND JAMES FINANCIAL INC
CIK 720005
|
ST. PETERSBURG, FL | $324.42B | 13,521 | VANGUARD INDEX FDS4.9% ISHARES TR2.5% APPLE INC1.5% |
+310−198↑2177↓1710 | 2026-05-14 | 2026-03-31 |
| 34 |
ALLIANCEBERNSTEIN L.P.
CIK 1109448
|
NASHVILLE, TN | $308.81B | 3,251 | NVIDIA CORPORATION5.9% MICROSOFT CORP5.0% AMAZON COM INC3.9% |
+74−81↑751↓941 | 2026-05-15 | 2026-03-31 |
| 35 |
DEUTSCHE BANK AG\
CIK 948046
|
NEW YORK, NY | $302.65B | 13,982 | NVIDIA CORPORATION2.9% APPLE INC2.2% MICROSOFT CORP2.1% |
+147−146↑1595↓1371 | 2026-05-06 | 2026-03-31 |
| 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
|
BOSTON, MA | $297.52B | 3,996 | NVIDIA CORPORATION3.2% MICROSOFT CORP2.4% APPLE INC2.1% |
+90−60↑330↓401 | 2026-05-14 | 2026-03-31 |
| 37 |
Fisher Asset Management, LLC
CIK 850529
|
PLANO, TX | $294.89B | 1,016 | NVIDIA CORP COM5.2% APPLE INC4.9% ISHARES TR 7 10YR TR BD ETF4.8% |
+118−119↑387↓357 | 2026-05-05 | 2026-03-31 |
| 38 |
Optiver Holding B.V.
CIK 1859606
|
AMSTERDAM, Netherlands | $289.48B | 2,361 | TAIWAN SEMICONDUCTOR MANUFAC0.2% ORACLE CORP0.1% MICRON TECHNOLOGY INC0.1% |
↓1 | 2026-06-02 | 2026-03-31 |
| 39 |
IMC-Chicago, LLC
CIK 1452861
|
CHICAGO, IL | $278.36B | 6,112 | TESLA INC0.2% SPROTT ASSET MANAGEMENT LP0.1% STATE STR SPDR S&P 500 ETF T0.1% |
+759−319↑216↓298 | 2026-05-05 | 2026-03-31 |
| 40 |
BANK OF MONTREAL /CAN/
CIK 927971
|
TORONTO, Ontario, Canada | $268.54B | 13,875 | BURFORD CAPITAL LIMITED2.5% NVIDIA CORPORATION2.1% ROYAL BK CDA1.3% |
+276−236↑1115↓1220 | 2026-05-13 | 2026-03-31 |
| 41 |
BERKSHIRE HATHAWAY INC
CIK 1067983
|
OMAHA, NE | $263.10B | 90 | AMERICAN EXPRESS CO17.1% COCA COLA CO8.2% APPLE INC7.8% |
+3−16↑11↓13 | 2026-05-15 | 2026-03-31 |
| 42 |
MILLENNIUM MANAGEMENT LLC
CIK 1273087
|
NEW YORK, NY | $240.29B | 5,624 | ISHARES TR3.5% NVIDIA CORPORATION0.8% SPDR SERIES TRUST0.7% |
+468−677↑1550↓1640 | 2026-05-15 | 2026-03-31 |
| 43 |
CITIGROUP INC
CIK 831001
|
NEW YORK, NY | $234.54B | 11,050 | NVIDIA CORPORATION2.6% MICROSOFT CORP1.8% APPLE INC1.5% |
+446−496↑2367↓1798 | 2026-05-11 | 2026-03-31 |
| 44 |
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
|
GREENWICH, CT | $218.37B | 20,832 | NVIDIA CORPORATION2.4% MICROSOFT CORP1.6% APPLE INC1.6% |
+288−111↑2153↓873 | 2026-05-15 | 2026-03-31 |
| 45 |
CTC LLC
CIK 1445893
|
CHICAGO, IL | $217.17B | 112 | ISHARES SILVER TR0.1% ALPHABET INC0.1% TAIWAN SEMICONDUCTOR MANUFAC0.1% |
+10−23↑9↓5 | 2026-05-21 | 2026-03-31 |
| 46 |
JANUS HENDERSON GROUP PLC
CIK 1274173
|
LONDON | $209.44B | 4,333 | NVIDIA CORPORATION5.9% MICROSOFT CORP3.7% ALPHABET INC2.9% |
+34↑55 | 2026-05-18 | 2026-03-31 |
| 47 |
JONES FINANCIAL COMPANIES LLLP
CIK 815917
|
DES PERES, MO | $208.07B | 5,771 | VANGUARD INDEX TR7.9% ISHARES CORE US AGGREGATE BOND6.2% ISHARES CORE S&P 500 ETF5.8% |
+574−269↑3032↓783 | 2026-05-15 | 2026-03-31 |
| 48 |
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
|
PARIS, France | $205.81B | 17,681 | NVIDIA Corp2.7% Microsoft Corp2.3% Amazon.com Inc1.5% |
+464−322↑1994↓2093 | 2026-05-12 | 2026-03-31 |
| 49 |
AMERICAN CENTURY COMPANIES INC
CIK 748054
|
KANSAS CITY, MO | $194.27B | 2,830 | NVIDIA CORPORATION5.5% APPLE INC3.3% MICROSOFT CORP3.1% |
+140−121↑1350↓962 | 2026-05-15 | 2026-03-31 |
| 50 |
HSBC HOLDINGS PLC
CIK 873630
|
LONDON | $191.56B | 8,884 | NVIDIA CORPORATION3.7% APPLE INC3.1% MICROSOFT CORP2.6% |
+320−250↑877↓936 | 2026-04-30 | 2026-03-31 |
| 51 |
PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
|
DES MOINES, IA | $187.24B | 4,452 | NVIDIA CORPORATION3.6% MICROSOFT CORP2.8% APPLE INC2.8% |
+134−137↑862↓785 | 2026-05-04 | 2026-03-31 |
| 52 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
|
BOSTON, MA | $184.75B | 1,810 | MICROSOFT CORP4.9% AMAZON COM INC3.7% BROADCOM INC3.1% |
+331−329↑684↓649 | 2026-05-14 | 2026-03-31 |
| 53 |
DODGE & COX
CIK 200217
|
SAN FRANCISCO, CA | $181.98B | 222 | Johnson Controls International PLC4.1% The Charles Schwab Corp.3.9% RTX Corp.3.8% |
+7−7↑82↓96 | 2026-05-14 | 2026-03-31 |
| 54 |
Sumitomo Mitsui Trust Group, Inc.
CIK 1475365
|
MINATO-KU, TOKYO, Japan | $175.06B | 1,080 | NVIDIA CORP6.7% APPLE INC5.5% MICROSOFT CORP3.7% |
+86−53↑504↓280 | 2026-07-30 | 2026-06-30 |
| 55 |
Swiss National Bank
CIK 1582202
|
ZURICH, Switzerland | $173.79B | 2,301 | NVIDIA CORPORATION7.2% APPLE INC6.3% MICROSOFT CORP4.4% |
+52−62↑937↓853 | 2026-05-07 | 2026-03-31 |
| 56 |
PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
|
PITTSBURGH, PA | $173.21B | 17,145 | ELI LILLY & CO26.6% ISHARES TR5.0% APPLE INC1.8% |
+243−236↑2160↓1749 | 2026-05-08 | 2026-03-31 |
| 57 |
D. E. Shaw & Co., Inc.
CIK 1009207
|
NEW YORK, NY | $166.31B | 5,804 | NVIDIA CORPORATION1.0% BOSTON SCIENTIFIC CORP0.8% BROADCOM INC0.7% |
+467−435↑1074↓1366 | 2026-05-15 | 2026-03-31 |
| 58 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 919079
|
SACRAMENTO, CA | $162.49B | 1,064 | VANGUARD INDEX FDS12.4% NVIDIA CORPORATION7.3% APPLE INC5.9% |
+26−48↑323↓526 | 2026-05-06 | 2026-03-31 |
| 59 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
|
MILWAUKEE, WI | $162.43B | 4,113 | ISHARES TR13.9% VANGUARD BD INDEX FDS6.1% ISHARES TR5.4% |
+568−462↑1661↓1187 | 2026-05-07 | 2026-03-31 |
| 60 |
VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
|
SAN ANTONIO, TX | $156.12B | 2,565 | NVIDIA CORPORATION3.7% APPLE INC3.0% MICROSOFT CORP2.5% |
+96−107↑947↓1033 | 2026-05-15 | 2026-03-31 |
| 61 |
CANADA PENSION PLAN INVESTMENT BOARD
CIK 1283718
|
TORONTO ONTARIO, Ontario, Canada | $155.03B | 1,680 | NVIDIA CORPORATION5.5% APPLE INC4.2% MICROSOFT CORP3.6% |
+95−386↑727↓672 | 2026-05-15 | 2026-03-31 |
| 62 |
SIMPLEX TRADING, LLC
CIK 1488542
|
CHICAGO, IL | $149.08B | 10,161 | NVIDIA CORPORATION0.2% AMAZON COM INC0.1% STATE STR SPDR S&P 500 ETF T0.1% |
+1128−964↑609↓833 | 2026-05-14 | 2026-03-31 |
| 63 |
Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
|
TOKYO | $148.96B | 1,618 | NVIDIA CORPORATION6.6% APPLE INC5.8% MICROSOFT CORP4.8% |
+21−29↑668↓628 | 2026-05-12 | 2026-03-31 |
| 64 |
Creative Planning
CIK 1540235
|
OVERLAND PARK, KS | $147.42B | 4,753 | ISHARES TR10.5% VANGUARD BD INDEX FDS6.0% VANGUARD TAX-MANAGED FDS5.2% |
+331−129↑2178↓950 | 2026-05-12 | 2026-03-31 |
| 65 |
JENNISON ASSOCIATES LLC
CIK 53417
|
NEW YORK, NY | $145.41B | 780 | NVIDIA CORPORATION8.6% AMAZON COM INC5.8% APPLE INC5.7% |
+81−93↑209↓227 | 2026-05-06 | 2026-03-31 |
| 66 |
FIRST TRUST ADVISORS LP
CIK 1125816
|
WHEATON, IL | $139.95B | 2,882 | NVIDIA CORPORATION1.3% CISCO SYS INC1.2% BROADCOM INC1.1% |
+119−141↑1210↓917 | 2026-05-13 | 2026-03-31 |
| 67 |
WOLVERINE TRADING, LLC
CIK 927337
|
CHICAGO, IL | $138.73B | 5,565 | SPDR S&P 500 ETF TR0.4% NVIDIA CORPORATION0.1% ISHARES TR0.1% |
+666−292↑547↓297 | 2025-11-14 | 2025-09-30 |
| 68 |
National Pension Service
CIK 1608046
|
JEONJU-SI, JEOLLABUK-DO | $131.68B | 562 | NVIDIA CORPORATION6.8% APPLE INC6.0% MICROSOFT CORP4.2% |
+20−19↑237↓213 | 2026-05-12 | 2026-03-31 |
| 69 |
Neuberger Berman Group LLC
CIK 1465109
|
NEW YORK, NY | $131.41B | 3,889 | NVIDIA CORP3.8% MICROSOFT CORP3.1% APPLE INC3.0% |
+169−117↑876↓791 | 2026-05-14 | 2026-03-31 |
| 70 |
FIL Ltd
CIK 318989
|
PEMBROKE, Bermuda | $128.75B | 1,826 | ROYAL BK CDA2.7% MICROSOFT CORP2.7% ALPHABET INC2.1% |
+177−90↑342↓476 | 2026-05-15 | 2026-03-31 |
| 71 |
PRIMECAP MANAGEMENT CO/CA/
CIK 763212
|
PASADENA, CA | $127.01B | 320 | ELI LILLY & CO6.7% MICRON TECHNOLOGY INC5.8% ALPHABET INC3.4% |
+9−8↑101↓143 | 2026-05-11 | 2026-03-31 |
| 72 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
|
BLOOMINGTON, IL | $126.86B | 197 | CATERPILLAR INC5.8% ELI LILLY & CO5.4% JOHNSON & JOHNSON4.2% |
+2−4↑51↓39 | 2026-05-13 | 2026-03-31 |
| 73 |
TWO SIGMA INVESTMENTS, LP
CIK 1179392
|
NEW YORK, NY | $123.93B | 4,546 | NVIDIA CORPORATION1.6% APPLE INC1.2% AMAZON COM INC1.1% |
+674−462↑1713↓1021 | 2026-05-15 | 2026-03-31 |
| 74 |
TD ASSET MANAGEMENT INC
CIK 1056053
|
MEMPHIS, TN | $123.25B | 1,702 | NVIDIA CORPORATION3.7% ROYAL BK CDA3.1% APPLE INC2.8% |
+87−89↑451↓503 | 2026-05-11 | 2026-03-31 |
| 75 |
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
|
LONDON, United Kingdom | $121.96B | 3,326 | NVIDIA CORPORATION4.5% ALPHABET INC3.8% APPLE INC3.7% |
+135−99↑405↓493 | 2026-05-14 | 2026-03-31 |
| 76 |
RHUMBLINE ADVISERS
CIK 1115418
|
BOSTON, MA | $116.90B | 4,151 | NVIDIA CORP COM6.3% APPLE INC COM STK5.6% MICROSOFT CORP COM4.1% |
+84−120↑1460↓1757 | 2026-05-12 | 2026-03-31 |
| 77 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
|
CANADA, Ontario, Canada | $116.28B | 2,805 | MICROSOFT CORP3.6% NVIDIA CORPORATION2.9% AMAZON COM INC2.8% |
+102−147↑880↓1347 | 2026-05-15 | 2026-03-31 |
| 78 |
Swedbank AB
CIK 946431
|
STOCKHOLM, Sweden | $115.99B | 1,123 | NVIDIA CORPORATION7.5% APPLE INC5.0% MICROSOFT CORP4.7% |
+44−32↑399↓181 | 2026-07-15 | 2026-06-30 |
| 79 |
Clearbridge Investments, LLC
CIK 1348883
|
NEW YORK, NY | $114.89B | 794 | NVIDIA Corp4.9% Microsoft Corp3.0% Apple Inc2.9% |
+49−56↑248↓309 | 2026-05-13 | 2026-03-31 |
| 80 |
NATIONAL BANK OF CANADA /FI/
CIK 926171
|
MONTREAL, Quebec, Canada | $111.52B | 5,484 | NVIDIA CORPORATION4.2% APPLE INC2.5% MICROSOFT CORP2.2% |
+318−261↑855↓1018 | 2026-05-15 | 2026-03-31 |
| 81 |
STIFEL FINANCIAL CORP
CIK 720672
|
NEW YORK, NY | $108.79B | 8,981 | APPLE INC1.5% NVIDIA CORPORATION1.4% MICROSOFT CORP1.4% |
+215−156↑1382↓1241 | 2026-05-12 | 2026-03-31 |
| 82 |
1832 Asset Management L.P.
CIK 944388
|
TORONTO | $108.78B | 647 | TORONTO DOMINION BK ONT2.6% ROYAL BK CDA2.5% MICROSOFT CORP2.2% |
+70−116↑203↓254 | 2026-05-14 | 2026-03-31 |
| 83 |
SEI INVESTMENTS CO
CIK 350894
|
OAKS, PA | $108.45B | 6,108 | NVIDIA CORPORATION2.6% APPLE INC2.0% MICROSOFT CORP1.8% |
+254−144↑1814↓824 | 2026-05-13 | 2026-03-31 |
| 84 |
NORDEA INVESTMENT MANAGEMENT AB
CIK 1218210
|
STOCKHOLM, Sweden | $107.20B | 1,994 | NVIDIA CORPORATION3.5% APPLE INC3.1% MICROSOFT CORP2.5% |
+44−39↑270↓425 | 2026-05-13 | 2026-03-31 |
| 85 |
Pictet Asset Management Holding SA
CIK 1993888
|
GENEVA, Switzerland | $104.66B | 2,143 | NVIDIA CORPORATION4.1% ALPHABET INC2.8% BROADCOM INC2.7% |
+122−83↑1112↓594 | 2026-07-30 | 2026-06-30 |
| 86 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
CIK 1694217
|
FRANKFURT AM MAIN, Germany | $102.02B | 2,140 | MICROSOFT CORP5.3% APPLE INC4.8% NVIDIA CORPORATION4.0% |
+79−114↑436↓296 | 2026-05-04 | 2024-09-30 |
| 87 |
MARSHALL WACE, LLP
CIK 1318757
|
LONDON, United Kingdom | $100.41B | 6,623 | ISHARES-S&P 5008.4% ISHARES-S&P 5007.7% SPDR PORTFOLIO L2.8% |
+754−590↑958↓875 | 2026-05-15 | 2026-03-31 |
| 88 |
BAILLIE GIFFORD & CO
CIK 1088875
|
NEW YORK, NY | $97.89B | 906 | MercadoLibre3.8% NVIDIA3.7% Spotify Technology SA2.9% |
+16−11↑53↓172 | 2026-05-08 | 2026-03-31 |
| 89 |
VOYA INVESTMENT MANAGEMENT LLC
CIK 1068837
|
NEW YORK, NY | $96.10B | 3,717 | NVIDIA CORPORATION4.0% APPLE INC2.6% BROADCOM INC2.1% |
+85−145↑828↓1079 | 2026-05-12 | 2026-03-31 |
| 90 |
Boston Partners
CIK 1386060
|
BOSTON, MA | $95.47B | 1,772 | JPMORGAN CHASE & CO1.4% US FOODS HLDG CORP1.2% CENCORA INC1.1% |
+106−92↑279↓266 | 2026-05-11 | 2026-03-31 |
| 91 |
Allianz Asset Management GmbH
CIK 1535323
|
MUNICH, Germany | $95.38B | 3,758 | VENTURE GLOBAL INC4.2% NVIDIA CORPORATION3.8% APPLE INC3.0% |
+128−126↑613↓576 | 2026-05-11 | 2026-03-31 |
| 92 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
|
WEST SACRAMENTO, CA | $94.49B | 2,925 | NVIDIA CORP6.8% APPLE INC6.0% MICROSOFT CORP4.2% |
+20−149↑1342↓1150 | 2026-05-18 | 2026-03-31 |
| 93 |
HighTower Advisors, LLC
CIK 1462245
|
CHICAGO, IL | $94.22B | 3,796 | APPLE INC3.2% JOHNSON & JOHNSON2.7% ISHARES TR2.2% |
+350−198↑1474↓1164 | 2026-05-05 | 2026-03-31 |
| 94 |
Cetera Investment Advisers
CIK 1666741
|
SCHAUMBURG, IL | $94.00B | 4,790 | ISHARES TR3.0% APPLE INC1.9% NVIDIA CORPORATION1.8% |
+273−194↑1970↓1448 | 2026-05-13 | 2026-03-31 |
| 95 |
Russell Investments Group, Ltd.
CIK 1692234
|
SEATTLE, WA | $93.07B | 24,600 | NVIDIA CORPORATION2.1% APPLE INC1.7% MICROSOFT CORPORATION1.2% |
+213−155↑1815↓1634 | 2026-05-08 | 2026-03-31 |
| 96 |
Qube Research & Technologies Ltd
CIK 1729829
|
LONDON, United Kingdom | $89.93B | 3,481 | APPLE INC1.6% MICROSOFT CORP1.0% MICRON TECHNOLOGY INC0.8% |
+614−740↑1044↓884 | 2026-05-15 | 2026-03-31 |
| 97 |
Focus Partners Wealth
CIK 1542153
|
ST. LOUIS, MO | $89.91B | 2,644 | APPLE INC2.8% NVIDIA CORPORATION2.4% MICROSOFT CORP2.2% |
+234−235↑994↓808 | 2026-05-15 | 2026-03-31 |
| 98 |
Belvedere Trading LLC
CIK 1632341
|
CHICAGO, IL | $87.61B | 1,038 | NVIDIA CORPORATION0.5% MICRON TECHNOLOGY INC0.2% SANDISK CORP0.1% |
+215−116↑59↓50 | 2026-07-31 | 2026-06-30 |
| 99 |
BNP Paribas Asset Management Holding S.A.
CIK 1520354
|
NEW YORK, NY | $86.14B | 4,052 | NVIDIA CORPORATION3.3% APPLE INC2.6% MICROSOFT CORP2.2% |
+111−118↑2147 | 2026-05-14 | 2026-03-31 |
| 100 |
Mariner, LLC
CIK 1373442
|
NEW YORK, NY | $85.65B | 5,619 | NVIDIA CORPORATION5.0% APPLE INC4.9% ISHARES TR3.6% |
+396−375↑1504↓1100 | 2026-05-13 | 2026-03-31 |
About 13F Filings
What is Form 13F?
Form 13F-HR is a quarterly disclosure that institutional investment managers with over $100 million in qualifying assets must file with the SEC within 45 days of quarter end. It lists the manager's long positions in U.S. exchange-listed equities and certain options.
Caveats
- Long-only snapshot: 13F does not report short positions, cash, foreign holdings, fixed income, derivatives sized in notional, or private investments.
- 45-day lag: Holdings are reported up to 45 days after quarter end, so positions may have changed materially.
- "Hedge fund" is fuzzy: 13F filers include hedge funds, mutual funds, banks, insurance companies, and pensions. The form itself does not classify the type.
- AUM here = long-equity 13F book. Total firm AUM may be much larger.
Institutional Filer Directory
2251–2500 of 8225
Every 13F filer with a filing in the last four quarters and 10–5,000 reported positions, largest first by 13F long-equity book.
| Institution | State | 13F AUM | Positions | Latest Filing |
|---|---|---|---|---|
| GRIFFIN ASSET MANAGEMENT, INC. | NY | $948.90M | 245 | 2026-07-23 |
| Gemsstock Ltd. | — | $948.80M | 28 | 2026-05-14 |
| United Advisor Group, LLC | OH | $947.65M | 544 | 2026-07-29 |
| Iron Gate Global Advisors LLC | UT | $946.67M | 105 | 2026-05-15 |
| Discerene Group LP | CT | $946.42M | 12 | 2026-05-14 |
| Disciplina Capital Management LLC | TN | $943.62M | 69 | 2026-05-07 |
| Convergence Financial, LLC | MO | $943.13M | 276 | 2026-05-11 |
| Allegheny Financial Group | PA | $941.96M | 305 | 2026-07-22 |
| FSM Wealth Advisors, LLC | OH | $939.00M | 352 | 2026-07-15 |
| LEUTHOLD GROUP, LLC | MN | $938.75M | 211 | 2026-05-06 |
| Portland Global Advisors LLC | ME | $938.13M | 146 | 2026-05-11 |
| Newtyn Management, LLC | NY | $935.76M | 33 | 2026-05-15 |
| Private Wealth Asset Management, LLC | NE | $935.39M | 923 | 2026-05-06 |
| High Probability Advisors, LLC | NY | $935.03M | 75 | 2026-07-13 |
| Massar Capital Management, LP | — | $934.23M | 246 | 2026-05-15 |
| Tamar Securities, LLC | CA | $934.15M | 91 | 2026-05-14 |
| TRITONPOINT WEALTH, LLC | MD | $933.96M | 268 | 2026-04-21 |
| Financial Plan, Inc. | WA | $932.94M | 94 | 2026-04-27 |
| Greenline Partners, LLC | NY | $930.27M | 171 | 2026-05-15 |
| BIGLARI CAPITAL CORP. | TX | $929.39M | 19 | 2026-05-15 |
| Capital Investment Counsel, Inc | NY | $929.31M | 266 | 2026-07-27 |
| Westerkirk Capital Inc. | — | $928.89M | 208 | 2026-05-14 |
| Van Cleef Asset Management,Inc | OH | $928.66M | 118 | 2026-05-01 |
| Arista Wealth Management, LLC | NV | $926.66M | 266 | 2026-07-09 |
| ABC ARBITRAGE SA | — | $926.06M | 381 | 2026-07-20 |
| BARLOW WEALTH PARTNERS, LLC | KY | $925.54M | 149 | 2026-07-14 |
| Innovator Capital Management, LLC | IL | $925.02M | 10 | 2026-05-15 |
| Tairen Capital Ltd | — | $924.33M | 44 | 2026-05-15 |
| CAHILL FINANCIAL ADVISORS INC | MN | $923.89M | 323 | 2026-05-13 |
| Marble Harbor Investment Counsel, LLC | MA | $922.90M | 192 | 2026-05-08 |
| Old West Investment Management, LLC | CA | $922.57M | 123 | 2026-05-12 |
| Goldstone Financial Group, LLC | IL | $922.27M | 229 | 2026-04-24 |
| Tyro Capital Management LLC | FL | $920.61M | 26 | 2026-07-06 |
| Flat Footed LLC | WY | $920.43M | 39 | 2026-05-15 |
| Violich Capital Management, Inc. | CA | $919.35M | 122 | 2026-07-16 |
| AssuredPartners Investment Advisors, LLC | FL | $919.18M | 402 | 2026-04-13 |
| SJS Investment Consulting Inc. | OH | $918.73M | 3488 | 2026-07-22 |
| STRATEGIC PLANNING GROUP, LLC | UT | $917.97M | 75 | 2026-07-16 |
| RTD Financial Advisors, Inc. | PA | $916.93M | 120 | 2026-07-13 |
| Black Diamond Financial, LLC | MD | $916.47M | 185 | 2026-05-05 |
| SR ONE CAPITAL MANAGEMENT, LP | CA | $915.44M | 14 | 2026-05-14 |
| Petrus Trust Company, LTA | — | $915.06M | 27 | 2026-05-15 |
| Legacy Edge Advisors, LLC | NY | $913.52M | 217 | 2026-02-02 |
| Symmetry Investments LP | CT | $912.89M | 171 | 2026-05-15 |
| GOODNOW INVESTMENT GROUP, LLC | CT | $912.89M | 29 | 2026-05-15 |
| Southeast Asset Advisors, LLC | GA | $912.54M | 217 | 2026-05-13 |
| Greenvale Capital LLP | — | $912.19M | 12 | 2026-05-15 |
| Castellan Group | KY | $912.09M | 41 | 2026-07-23 |
| Nelson Capital Management, LLC | CA | $911.58M | 120 | 2026-07-24 |
| Bard Financial Services, Inc. | CT | $911.20M | 212 | 2025-10-17 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | NY | $911.03M | 67 | 2026-05-15 |
| Ion Asset Management Ltd. | — | $910.57M | 67 | 2025-11-14 |
| Ironvine Capital Partners, LLC | NE | $909.77M | 56 | 2026-05-15 |
| NTV ASSET MANAGEMENT LLC | WV | $909.74M | 311 | 2026-04-28 |
| FORM Wealth Advisors, LLC | WI | $909.31M | 61 | 2026-07-10 |
| Perseverance Asset Management International | — | $909.05M | 33 | 2026-05-14 |
| VILLERE ST DENIS J & CO LLC | — | $906.92M | 76 | 2026-04-30 |
| Schneider Downs Wealth Management Advisors, LP | PA | $906.84M | 156 | 2026-05-15 |
| GREATMARK INVESTMENT PARTNERS, INC. | GA | $906.50M | 153 | 2026-07-24 |
| Oak Root LLC | — | $906.27M | 10 | 2026-07-13 |
| Stockman Wealth Management, Inc. | MT | $906.19M | 178 | 2026-04-13 |
| Hill Investment Group Partners, LLC | MO | $905.59M | 50 | 2026-05-12 |
| Per Stirling Capital Management, LLC. | TX | $905.13M | 310 | 2026-05-12 |
| Permian Investment Partners, LP | TX | $904.86M | 13 | 2026-05-15 |
| Ninepoint Partners LP | — | $904.23M | 161 | 2026-02-17 |
| Sendero Wealth Management, LLC | TX | $904.08M | 321 | 2026-04-22 |
| Asset One Wealth Management LLC | CA | $903.84M | 336 | 2026-05-13 |
| Octagon Capital Advisors LP | NY | $903.61M | 29 | 2026-05-15 |
| SeaCrest Wealth Management, LLC | NY | $903.42M | 550 | 2026-07-09 |
| AWM Investment Company, Inc. | AZ | $903.40M | 98 | 2026-05-15 |
| Ranmore Fund Management Ltd | — | $903.02M | 23 | 2026-07-31 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | — | $902.79M | 493 | 2026-07-09 |
| TFC Financial Management, Inc. | MA | $902.26M | 1034 | 2026-07-23 |
| Parkside Investments, LLC | IL | $902.19M | 91 | 2026-07-13 |
| PERISCOPE CAPITAL INC. | — | $901.96M | 429 | 2026-05-14 |
| GCM Grosvenor Holdings, LLC | IL | $901.15M | 22 | 2026-05-15 |
| Strid Group, LLC | PA | $900.75M | 93 | 2026-07-23 |
| MidWestOne Financial Group, Inc. | — | $900.46M | 390 | 2026-02-12 |
| MayTech Global Investments, LLC | NY | $900.19M | 22 | 2026-07-29 |
| Wealth Enhancement Trust Services, Inc. | MN | $900.11M | 1903 | 2026-07-22 |
| BlueStem Wealth Partners, LLC | MN | $899.87M | 124 | 2026-05-07 |
| VALLEY NATIONAL ADVISERS INC | PA | $899.76M | 1057 | 2026-07-29 |
| DENALI ADVISORS LLC | CA | $899.71M | 307 | 2026-05-08 |
| BSW Wealth Partners | — | $899.23M | 331 | 2026-07-15 |
| FINANCIAL CONSULATE, INC | MD | $898.55M | 1449 | 2026-07-23 |
| WealthShield Partners, LLC | NC | $897.63M | 609 | 2026-05-01 |
| Global Endowment Management, LP | NC | $896.13M | 126 | 2026-05-14 |
| IAG Wealth Partners, LLC | WI | $895.87M | 509 | 2026-04-29 |
| Johnson Bixby & Associates, LLC | WA | $895.82M | 131 | 2026-07-16 |
| WATER ISLAND CAPITAL LLC | NY | $895.64M | 98 | 2026-05-15 |
| SIERRA SUMMIT ADVISORS LLC | — | $895.43M | 185 | 2026-07-20 |
| First Turn Management, LLC | CA | $895.10M | 33 | 2026-05-15 |
| SIGNET FINANCIAL MANAGEMENT, LLC | NJ | $891.97M | 299 | 2026-05-05 |
| Warwick Investment Management, Inc. | TX | $891.08M | 150 | 2026-07-31 |
| Fortis Capital Advisors, LLC | KS | $889.40M | 408 | 2026-07-31 |
| Keebeck Wealth Management | — | $888.99M | 426 | 2026-05-14 |
| Cypress Capital Group | DE | $888.91M | 284 | 2026-05-15 |
| Philip James Wealth Mangement, LLC | — | $888.38M | 151 | 2026-07-27 |
| FJ Capital Management LLC | VA | $888.14M | 126 | 2026-05-15 |
| Brookwood Investment Group LLC | AZ | $887.62M | 589 | 2026-07-23 |
| Independence Bank of Kentucky | — | $887.57M | 589 | 2026-07-13 |
| KFG WEALTH MANAGEMENT, LLC | IN | $885.94M | 225 | 2026-07-22 |
| Invst, LLC | IN | $885.85M | 341 | 2026-05-13 |
| CITY HOLDING CO | — | $884.45M | 625 | 2026-07-10 |
| Motley Fool Wealth Management, LLC | VA | $884.21M | 124 | 2026-05-12 |
| Arbor Investment Advisors, LLC | FL | $883.47M | 145 | 2026-07-24 |
| CALEDONIA INVESTMENTS PLC | NY | $883.26M | 15 | 2026-07-17 |
| GEORGE KAISER FAMILY FOUNDATION | — | $882.84M | 71 | 2026-05-14 |
| 1834 INVESTMENT ADVISORS CO | WI | $882.59M | 211 | 2026-07-30 |
| FIDUCIARY FINANCIAL GROUP, LLC | WI | $882.39M | 373 | 2026-07-10 |
| TCP Asset Management, LLC | OH | $882.09M | 141 | 2026-07-15 |
| Adams Asset Advisors, LLC | TX | $881.73M | 88 | 2026-07-14 |
| Foguth Wealth Management, LLC. | MI | $878.92M | 213 | 2026-07-21 |
| ECLECTIC ASSOCIATES INC /ADV | CA | $878.34M | 162 | 2026-07-07 |
| OAK HILL ADVISORS LP | NY | $877.94M | 12 | 2026-05-15 |
| Headlands Technologies LLC | — | $877.92M | 712 | 2026-05-13 |
| Absolute Gestao de Investimentos Ltda. | — | $877.06M | 74 | 2026-05-15 |
| MIDDLETON & CO INC/MA | MA | $876.86M | 164 | 2026-05-08 |
| Souders Financial Advisors | OH | $876.43M | 216 | 2026-05-04 |
| St. Louis Trust Co | — | $875.42M | 187 | 2026-07-30 |
| ATLAS CAPITAL ADVISORS INC. | CA | $874.84M | 1066 | 2026-05-11 |
| Iron Triangle Partners LP | CT | $874.68M | 27 | 2026-02-17 |
| INSPIRION WEALTH ADVISORS, LLC | IL | $873.52M | 189 | 2026-07-07 |
| Concord Wealth Partners | VA | $873.17M | 885 | 2026-07-27 |
| Fund 1 Investments, LLC | — | $872.03M | 66 | 2026-05-15 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | WI | $871.57M | 511 | 2026-07-13 |
| Destiny Wealth Partners, LLC | FL | $871.48M | 211 | 2026-02-03 |
| Walkner Condon Financial Advisors LLC | WI | $871.43M | 344 | 2026-07-27 |
| J.P. Marvel Investment Advisors, LLC | MA | $871.21M | 64 | 2026-07-31 |
| Scarborough Advisors, LLC | MD | $870.88M | 147 | 2026-07-21 |
| Wallace Capital Management Inc. | TX | $870.84M | 75 | 2026-05-15 |
| Pacific Life Fund Advisors LLC | CA | $870.52M | 21 | 2026-05-01 |
| Premier Path Wealth Partners, LLC | NJ | $869.57M | 400 | 2026-07-21 |
| OSLO PENSJONSFORSIKRING AS | — | $869.41M | 463 | 2026-07-31 |
| Gilbert & Cook, Inc. | IA | $868.95M | 229 | 2026-07-28 |
| TRAN CAPITAL MANAGEMENT, L.P. | CA | $868.69M | 66 | 2026-07-15 |
| 8 KNOTS MANAGEMENT, LLC | TX | $868.11M | 12 | 2026-02-13 |
| Blue Grotto Capital, LLC | GA | $867.64M | 21 | 2026-05-15 |
| CRA Financial Services, LLC | NJ | $867.60M | 321 | 2026-07-24 |
| Fractal Investments LLC | — | $866.88M | 80 | 2026-07-23 |
| Havemeyer Place LP | — | $866.65M | 498 | 2026-05-13 |
| RMG Wealth Management LLC | WI | $866.37M | 616 | 2026-05-14 |
| Informed Momentum Co LLC | CA | $866.24M | 273 | 2026-05-13 |
| New England Private Wealth Advisors LLC | MA | $866.18M | 194 | 2026-05-08 |
| Parkway Wealth Management Group, LLC | TX | $866.08M | 147 | 2026-07-27 |
| LexAurum Advisors, LLC | KS | $865.79M | 423 | 2026-07-15 |
| One Madison Group LLC | NY | $865.78M | 28 | 2026-05-15 |
| Rodgers Brothers Inc. | PA | $865.52M | 242 | 2026-05-14 |
| PRICE T ROWE ASSOCIATES INC /MD/ | — | $864.93M | 4549 | 2026-05-15 |
| D'Orazio & Associates, Inc. | VA | $864.06M | 322 | 2026-07-28 |
| Berman McAleer LLC | MD | $863.66M | 175 | 2026-07-16 |
| BlueSky Wealth Advisors, LLC | NC | $863.33M | 111 | 2026-07-28 |
| TWO SIGMA SECURITIES, LLC | NY | $860.94M | 1599 | 2026-05-15 |
| Ellenbecker Investment Group | WI | $860.23M | 149 | 2026-07-27 |
| FOUNDATION RESOURCE MANAGEMENT INC | AR | $859.74M | 56 | 2026-07-21 |
| Benchstone Capital Management LP | NY | $859.53M | 38 | 2026-05-15 |
| CULBERTSON A N & CO INC | — | $858.69M | 140 | 2026-07-29 |
| Ophir Asset Management Pty Ltd | — | $858.68M | 34 | 2026-05-15 |
| Portside Wealth Group, LLC | UT | $858.28M | 1011 | 2026-07-14 |
| UNIQUE WEALTH, LLC | FL | $858.10M | 201 | 2026-07-21 |
| Night Owl Capital Management, LLC | CT | $858.04M | 30 | 2026-05-15 |
| TOTAL INVESTMENT MANAGEMENT INC | AZ | $857.80M | 89 | 2026-04-13 |
| Pathway Financial Advisors LLC | CA | $857.31M | 130 | 2026-07-06 |
| QUEST INVESTMENT MANAGEMENT LLC | OR | $856.75M | 122 | 2026-05-15 |
| MATTERN CAPITAL MANAGEMENT, LLC | CO | $856.75M | 166 | 2026-07-24 |
| Slow Capital, Inc. | CA | $856.72M | 111 | 2026-07-22 |
| Alley Investment Management Company, LLC | IL | $855.96M | 89 | 2026-07-23 |
| Evolution Wealth Advisors, LLC | FL | $854.95M | 181 | 2026-07-29 |
| ABSHER WEALTH MANAGEMENT, LLC | NC | $852.91M | 70 | 2026-05-04 |
| UNITED BANK | — | $852.70M | 254 | 2026-07-30 |
| McGlone Suttner Wealth Management, Inc. | WI | $852.42M | 196 | 2026-07-21 |
| Burton Enright Welch | CA | $851.52M | 146 | 2026-07-17 |
| Capital Advisors Wealth Management, LLC | CA | $851.44M | 231 | 2026-07-23 |
| Harbor Group, Inc. | IL | $851.32M | 115 | 2026-07-22 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | — | $850.56M | 14 | 2026-05-13 |
| Evelyn Partners Investment Management Services Ltd | — | $850.00M | 281 | 2026-05-15 |
| Parsifal Capital Management, LP | CT | $849.11M | 18 | 2026-05-15 |
| Board of Trustees of The Leland Stanford Junior University | — | $848.72M | 22 | 2026-05-07 |
| Apollon Financial, LLC | SC | $847.56M | 294 | 2026-07-23 |
| HOHIMER WEALTH MANAGEMENT, LLC | WA | $847.11M | 387 | 2026-05-01 |
| Archon Partners LLC | — | $845.03M | 39 | 2026-05-15 |
| VR Advisory Services Ltd | NY | $844.93M | 40 | 2026-05-15 |
| Lineweaver Wealth Advisors, LLC | OH | $844.84M | 182 | 2026-07-09 |
| Occidental Asset Management, LLC | CA | $844.12M | 284 | 2026-04-16 |
| Hel Ved Capital Management Ltd | — | $843.76M | 56 | 2026-05-15 |
| State of Wyoming | — | $843.65M | 1783 | 2026-05-13 |
| LaFleur & Godfrey LLC | MI | $842.12M | 149 | 2026-07-15 |
| Marietta Wealth Management, LLC | GA | $841.43M | 129 | 2026-04-21 |
| Moloney Securities Asset Management, LLC | MO | $840.32M | 497 | 2025-11-05 |
| MBB PUBLIC MARKETS I LLC | — | $839.38M | 25 | 2026-05-15 |
| First Pacific Financial | CA | $839.27M | 510 | 2026-07-20 |
| Financial Enhancement Group LLC | IN | $838.70M | 138 | 2026-07-07 |
| Security National Bank | — | $837.91M | 479 | 2026-07-15 |
| NOTTINGHAM ADVISORS, INC. | NY | $837.57M | 131 | 2026-07-27 |
| Physician Wealth Advisors, Inc. | UT | $837.38M | 2334 | 2026-07-20 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | CO | $837.34M | 44 | 2026-05-15 |
| De Lisle Partners LLP | — | $835.95M | 174 | 2026-05-13 |
| MAKENA CAPITAL MANAGEMENT LLC | CA | $834.45M | 26 | 2026-02-03 |
| MANAGED ASSET PORTFOLIOS, LLC | MI | $834.42M | 51 | 2026-05-07 |
| Family Manage LLC | NY | $833.95M | 305 | 2026-05-15 |
| Breakwater Capital Group | NJ | $833.33M | 377 | 2026-07-08 |
| Suncoast Equity Management | FL | $833.30M | 101 | 2026-05-08 |
| NICOLA WEALTH MANAGEMENT LTD. | — | $833.04M | 62 | 2026-05-07 |
| Alaska Wealth Advisors, LLC | — | $832.81M | 85 | 2026-04-24 |
| ICICI Prudential Asset Management Co Ltd | — | $832.56M | 155 | 2026-05-11 |
| Ramirez Asset Management, Inc. | NY | $831.73M | 349 | 2026-05-12 |
| AA Financial Advisors, LLC | OH | $831.52M | 230 | 2026-07-20 |
| American Financial Advisors, LLC | NY | $831.06M | 169 | 2026-07-14 |
| SHENKMAN CAPITAL MANAGEMENT INC | NY | $830.59M | 81 | 2026-05-12 |
| RPG Investment Advisory, LLC | CA | $829.04M | 92 | 2026-05-14 |
| Sharkey, Howes & Javer | — | $828.74M | 163 | 2026-07-09 |
| Engine Capital Management, LP | NY | $828.37M | 26 | 2026-05-15 |
| Fort Sheridan Advisors LLC | IL | $827.63M | 282 | 2026-05-06 |
| ARVEST INVESTMENTS, INC. | AR | $826.64M | 255 | 2026-07-17 |
| CULLEN INVESTMENT GROUP, LTD. | NY | $826.54M | 181 | 2026-07-09 |
| Cardinal Capital Management | — | $826.31M | 138 | 2026-07-21 |
| Fort Point Capital Partners LLC | CA | $825.11M | 225 | 2026-05-14 |
| SIRIOS CAPITAL MANAGEMENT L P | — | $824.77M | 81 | 2026-05-15 |
| Rice Partnership, LLC | HI | $823.95M | 171 | 2026-07-29 |
| MJP ASSOCIATES INC /ADV | CT | $823.65M | 231 | 2026-05-05 |
| Werba Rubin Papier Wealth Management | CA | $823.53M | 309 | 2026-07-28 |
| Volterra Technologies LP | NY | $823.06M | 301 | 2026-05-14 |
| Orange Investment Advisors, Inc. | NY | $823.02M | 143 | 2026-07-21 |
| Leelyn Smith, LLC | IL | $822.35M | 157 | 2026-07-24 |
| Sivia Capital Partners, LLC | CA | $822.08M | 540 | 2026-07-23 |
| GREENUP STREET WEALTH MANAGEMENT LLC | KS | $821.68M | 141 | 2026-07-27 |
| CADIAN CAPITAL MANAGEMENT, LP | NY | $821.20M | 23 | 2026-05-15 |
| AVENIR CORP | NY | $820.50M | 72 | 2026-05-14 |
| DUMAC, INC. | — | $820.39M | 10 | 2026-05-01 |
| Capital Advantage, Inc. | NY | $819.65M | 150 | 2026-07-13 |
| Arvin Capital Management LP | TX | $819.09M | 50 | 2026-05-14 |
| Canal Capital Management, LLC | VA | $818.67M | 220 | 2026-07-28 |
| Brio Consultants, LLC | CA | $818.00M | 152 | 2026-05-06 |
| Mirador Capital Partners LP | CA | $816.84M | 218 | 2026-07-07 |
| Cypress Wealth Services, LLC | CA | $814.94M | 436 | 2026-07-13 |
| Kera Capital Partners, Inc. | CA | $814.73M | 570 | 2026-05-06 |
| Stanley-Laman Group, Ltd. | PA | $814.45M | 295 | 2026-04-16 |
| Third View Private Wealth, LLC | CT | $814.14M | 292 | 2026-07-27 |
| Skylands Capital, LLC | WI | $813.94M | 166 | 2026-07-24 |
| Wallington Asset Management, LLC | IN | $813.93M | 61 | 2026-07-22 |
| ADVISORY RESEARCH INC | CA | $813.48M | 170 | 2026-05-14 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | KS | $811.56M | 204 | 2026-07-20 |
| Portfolio Strategies, Inc. | CT | $811.09M | 75 | 2026-05-05 |
| Rhenman & Partners Asset Management AB | — | $810.49M | 86 | 2026-05-14 |
| BAXTER BROS INC | — | $810.11M | 166 | 2026-04-28 |
| SUMMIT SECURITIES GROUP LLC | MA | $809.91M | 1015 | 2026-04-30 |
| Affinity Capital Advisors, LLC | NY | $809.53M | 203 | 2026-07-08 |
| ASHFORD CAPITAL MANAGEMENT INC | DE | $809.20M | 99 | 2026-05-15 |
| Abacus Planning Group, Inc. | SC | $808.94M | 259 | 2026-07-20 |
| Capital Investment Counsel, LLC | NY | $808.41M | 156 | 2026-07-15 |