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
6501–6750 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
Morey & Quinn Wealth Partners, LLC NE $155.46M 143 2026-07-27
Summit Portfolio Management, LTD. NV $155.45M 24 2026-04-30
CULTIVAR CAPITAL, INC. TX $155.28M 40 2026-07-08
DeLarme Wealth Management, Inc. CA $155.26M 63 2026-04-24
RETIREMENT PLANNING GROUP, LLC / NY KS $155.19M 94 2026-04-21
Sugar Maple Asset Management, LLC WI $155.11M 81 2026-07-28
TOWERVIEW LLC $154.96M 16 2026-05-05
GUARDIAN INVESTMENT MANAGEMENT CA $154.93M 60 2026-07-20
CYBER HORNET ETFs LLC FL $154.92M 507 2026-05-08
Minerva Advisors LLC PA $154.91M 92 2026-05-12
Aegis Wealth Management, Inc. MD $154.90M 183 2026-07-16
AtlasMark Financial, Inc TX $154.82M 47 2026-04-22
Bright Futures Wealth Management, LLC. NY $154.81M 208 2026-07-24
Mountain Lake Investment Management LLC $154.81M 29 2026-05-15
ASAHI LIFE ASSET MANAGEMENT CO., LTD. $154.72M 150 2026-04-27
LeConte Wealth Management, LLC TN $154.70M 152 2026-05-12
Diversified Investment Strategies, LLC LA $154.58M 52 2026-07-27
Yorkville Advisors Global, LP NJ $154.56M 44 2026-05-13
Meadow Creek Wealth Advisors LLC GA $154.54M 135 2026-04-30
LEIGH BALDWIN & CO., LLC NY $154.49M 163 2026-05-20
Asset Planning,Inc CA $154.44M 336 2026-07-27
STEINBERG ASSET MANAGEMENT LLC FL $154.44M 40 2026-05-11
Outbound Financial Inc $154.40M 45 2026-07-15
ENTRUST FINANCIAL LLC NY $154.19M 445 2026-07-20
PERSPECTIVE WEALTH ADVISORS LLC ID $154.18M 55 2026-05-08
Sheets Smith Investment Management TX $154.17M 137 2025-10-08
Oasis Advisors, LLC IA $154.10M 54 2026-07-30
Lionshead Wealth Management, LLC NY $154.03M 112 2026-07-28
Foresight Global Investors, Inc. NY $154.03M 29 2026-05-13
Fidato Wealth LLC OH $154.02M 15 2026-05-07
Alpine Fox Capital LLC $153.99M 17 2026-05-14
SILVER OAK WEALTH ADVISORS SERVICES, LLC CA $153.96M 39 2026-04-29
Creegan & Nassoura Financial Group, LLC NH $153.95M 78 2026-02-17
Hoese & Co LLP $153.93M 203 2026-07-14
Cravens & Co Advisors, LLC TN $153.92M 64 2026-05-14
Safir Wealth Advisors, LLC $153.90M 17 2026-07-09
SageOak Financial, LLC OK $153.77M 37 2026-07-14
Valpey Financial Services, LLC NH $153.72M 75 2026-05-11
ALLSTREET CAPITAL ADVISORS LLC $153.71M 68 2026-07-28
Anson Capital, Inc. TX $153.70M 93 2026-07-29
Illumine Investment Management, LLC WA $153.59M 95 2026-07-29
bLong Financial, LLC TN $153.53M 80 2026-07-21
BRIGHT VALLEY CAPITAL Ltd $153.44M 13 2026-05-13
REDSTONE WEALTH MANAGEMENT, LLC OK $153.23M 31 2026-07-15
FLOYD FINANCIAL GROUP LLC MO $153.15M 65 2026-07-22
Blue Capital, Inc. CA $153.11M 107 2026-04-24
DiPaolo Financial Group, Inc. FL $153.07M 47 2026-07-09
ACT CAPITAL MANAGEMENT, LLC NC $153.06M 62 2026-07-29
Atlantic Private Wealth, LLC NC $152.98M 315 2026-05-08
DKM Wealth Management, Inc. CA $152.97M 74 2026-07-30
Capital Squared Financial LLC MD $152.96M 87 2026-07-22
Trace Wealth Advisors, LLC $152.83M 69 2026-07-28
Round Hill Asset Management CA $152.67M 62 2026-05-14
Redwood Financial Network Corp OH $152.53M 170 2026-05-14
Horizons Wealth Management NC $152.45M 173 2026-04-02
Comprehensive Money Management Services LLC $152.44M 193 2026-04-23
Hedges Asset Management LLC $152.43M 108 2026-07-27
Madrid Wealth Management, LLC NM $152.42M 70 2026-07-31
Forest Hill Capital, LLC AR $152.29M 19 2026-05-15
MOULTON WEALTH MANAGEMENT, INC WA $152.10M 66 2026-07-07
Chung Wu Investment Group, LLC TX $152.09M 283 2026-07-31
Hummer Financial Advisory Services Inc $152.00M 129 2026-07-07
IBEX INVESTORS LLC CO $151.97M 14 2026-05-12
Prota Financial, LLC TX $151.91M 70 2026-07-07
Uptown Financial Advisors LLC TX $151.87M 88 2026-07-10
Point Nemo Capital, LLC $151.79M 80 2026-05-15
U S WEALTH GROUP, LLC. $151.73M 43 2026-03-17
FSA Advisors, Inc. FL $151.71M 192 2026-05-06
WASHINGTON CAPITAL MANAGEMENT, INC WA $151.53M 113 2026-07-21
Williams & Novak, LLC $151.20M 146 2026-07-08
MJT & Associates Financial Advisory Group, Inc. MN $151.20M 465 2026-07-06
Brightwater Advisory LLC FL $151.19M 60 2026-05-01
Northern Financial Advisors Inc IL $151.18M 100 2026-07-28
Neumann Capital Management, LLC CA $151.18M 58 2026-07-13
Hartmann Taylor Wealth Management, LLC TX $151.05M 54 2026-07-28
Dauntless Investment Group, LLC TX $151.05M 69 2026-05-14
Themes Management Co LLC CT $150.89M 120 2026-07-21
SAGE ADVISORS, LLC PA $150.84M 48 2026-01-13
STAGE HARBOR FINANCIAL, LLC MA $150.81M 61 2026-05-04
A4 Wealth Advisors LLC NC $150.79M 92 2026-07-28
Crew Capital Management, Ltd OH $150.77M 109 2026-04-22
Wilson & Boucher Capital Management, LLC $150.74M 114 2026-05-18
Adelphi Trust Co $150.66M 200 2026-07-01
Paladin Advisory Group, LLC DC $150.58M 243 2026-07-28
Slocum, Gordon & Co LLP $150.53M 70 2026-07-23
Stonebridge Financial Group, LLC / MO CT $150.50M 171 2026-07-24
Richard Young Associates, Ltd. GA $150.46M 29 2026-07-27
Leibman Financial Services, Inc. NE $150.43M 46 2026-07-14
FACT Capital, LP NY $150.40M 17 2026-05-15
JCP Investment Management, LLC TX $150.34M 24 2026-05-15
Spartan Planning & Wealth Management NC $150.26M 75 2026-07-22
Richmond Brothers, Inc. MI $150.17M 69 2026-05-11
Nicholson Meyer Capital Management, Inc. MO $150.15M 45 2026-07-21
CHARTER RESEARCH & INVESTMENT GROUP, INC. CT $150.13M 86 2026-05-12
Redwood Park Advisors LLC CA $150.12M 327 2026-05-04
Gordian Advisors LLC AZ $150.10M 55 2026-04-27
Magnolia Private Wealth, LLC PA $150.06M 134 2026-04-21
Phil A. Younker & Associates, Ltd. $149.96M 36 2026-04-17
Piedmont Capital Management, LLC/NC NC $149.86M 119 2026-04-21
Genesis Wealth Advisors, LLC MA $149.83M 64 2026-05-04
Evansbrook LLC $149.76M 117 2026-06-04
THRYVE WEALTH MANAGEMENT LLC CA $149.71M 43 2026-05-14
Accelerate Investment Advisors LLC CA $149.71M 133 2026-04-13
Axiom Investment Management LLC NY $149.65M 4311 2026-07-31
Phillip James Consulting Co. MN $149.64M 401 2026-07-28
L1 Global Manager Pty Ltd $149.43M 118 2026-05-15
Zeit Capital LLC $149.42M 53 2026-05-05
HC Advisors, LLC PA $149.41M 60 2026-05-05
South Shore Capital Advisors MA $149.38M 154 2026-07-30
Platt Investment Counsel, LLC $149.26M 14 2026-07-08
HOERTKORN RICHARD CHARLES CA $149.21M 72 2026-07-23
Sagace Wealth Management LLC FL $149.19M 75 2026-04-29
Alpha Wealth Funds, LLC UT $149.18M 41 2026-05-14
Rockbridge Asset Management LLC OH $148.90M 27 2026-05-15
DUTCH ASSET Corp NY $148.84M 95 2026-05-08
Pine Haven Investment Counsel, Inc $148.81M 116 2026-07-08
J2 Capital Management Inc MI $148.74M 123 2026-07-20
CAMELOT TECHNOLOGY ADVISORS, INC. CA $148.73M 61 2026-07-10
Sage Investment Advisers LLC PA $148.67M 98 2026-07-09
KM Capital Management Ltd. TX $148.63M 76 2026-05-15
Forty-three Eighteen Advisors, LLC AR $148.63M 74 2026-07-30
FIDUCIARY ADVISORS, INC. WI $148.63M 155 2026-07-24
Flavin Financial Services, Inc. FL $148.61M 72 2026-05-07
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC WA $148.60M 70 2026-07-14
HAMILTON LANE ADVISORS LLC PA $148.59M 14 2026-07-13
Whipplewood Advisors, LLC CO $148.58M 636 2026-07-27
Tuttle Capital Management, LLC $148.40M 116 2026-07-30
Gallagher Capital Advisors, LLC $148.38M 65 2026-05-05
Accordant Advisory Group Inc MD $148.27M 242 2026-07-27
Nalls Sherbakoff Group, LLC TN $148.22M 425 2026-03-12
Vertex Investment Solutions Co., Ltd. $148.21M 26 2026-07-15
Peapod Lane Capital LLC NY $148.20M 61 2026-07-27
Piscataqua Savings Bank $148.14M 505 2026-07-09
Authentikos Wealth Advisory, LLC CA $148.11M 70 2026-05-07
Jacksonville Wealth Management, LLC FL $148.07M 68 2026-04-28
MQS Management LLC NY $147.97M 366 2026-04-23
Partnership Wealth Management, LLC CA $147.95M 67 2026-07-10
Ahara Advisors LLC NJ $147.88M 55 2026-07-30
ORLEANS CAPITAL MANAGEMENT CORP/LA LA $147.88M 107 2026-05-14
Total Wealth Planning & Management, Inc. OH $147.88M 215 2026-07-28
Blake Schutter Theil Wealth Advisors, LLC OH $147.84M 110 2026-07-15
Cannon Wealth Management Services, LLC NC $147.84M 85 2026-05-05
RF&L WEALTH MANAGEMENT, LLC MA $147.78M 50 2026-07-22
LAWOOD & CO $147.65M 161 2026-07-13
Northern Lights Advisors, Inc. WA $147.61M 57 2026-04-21
Vanguard Capital Wealth Advisors CO $147.60M 132 2026-07-23
SwitchPoint Financial Planning, LLC UT $147.49M 102 2026-04-30
Tepp RIA, LLC NJ $147.48M 49 2026-07-28
Stillwater Wealth Management Group FL $147.46M 73 2026-01-27
Dorato Capital Management $147.46M 254 2026-07-13
Entruity Wealth, LLC CA $147.33M 46 2026-05-08
Coquina Private Wealth LLC FL $147.26M 101 2026-07-29
Sincerus Advisory, LLC $147.25M 81 2026-07-06
Strategent Financial, LLC VA $147.25M 41 2026-04-20
Madson Wealth Advisors Inc CA $147.11M 97 2026-07-21
DIAMANT ASSET MANAGEMENT, INC. CT $147.11M 81 2026-07-30
Krane Financial Solutions LLC CA $147.09M 48 2026-05-29
WINNACLE WEALTH LLC $147.07M 137 2026-07-22
Koa Wealth Management, LLC $147.06M 54 2026-07-20
Saber Capital Managment, LLC $147.06M 38 2026-07-27
Crocodile Capital Partners GmbH $147.02M 12 2026-07-07
Philadelphia Investment Partners, LLC PA $147.01M 2303 2026-05-05
Tide Cove Capital Partners LLC $146.94M 13 2026-04-28
Markin Volterra Fund LP $146.85M 69 2026-07-23
LB Partners LLC VA $146.65M 34 2026-07-30
Fjell Capital, LLC ND $146.60M 66 2026-07-15
Sun Group Wealth Partners CA $146.56M 81 2026-07-23
Sound Financial Strategies Group, LLC MS $146.53M 111 2026-05-08
Custos Family Office, LLC $146.51M 60 2026-02-17
Guild Investment Management, Inc. $146.44M 59 2026-07-28
Midwest Financial Network, LLC IL $146.44M 105 2026-07-07
Broadview Financial Management, LLC WI $146.43M 40 2026-05-04
Intrinsic Value Partners, LLC AZ $146.34M 73 2026-07-14
Greycroft LP NY $146.33M 14 2026-05-15
AHL INVESTMENT MANAGEMENT, INC. $146.28M 68 2025-10-02
ELEVATE WEALTH ADVISORY, INC GA $146.27M 122 2026-01-27
Collier Financial CO $146.17M 141 2026-07-30
Clear Retirement Advice LLC CA $146.03M 54 2026-07-15
Bridgelight Financial Advisors, Inc. $145.99M 49 2026-07-30
Elm3 Financial Group, LLC GA $145.97M 135 2026-07-29
Aspetuck Financial Management LLC CT $145.96M 75 2026-05-06
DMC Group, LLC AL $145.95M 128 2026-07-28
22NW, LP WA $145.91M 16 2026-05-15
Antonelli Financial Advisors, LLC MI $145.84M 53 2026-07-14
Split Rock Private Trading & Wealth Management, LLC MN $145.83M 49 2026-07-22
SCOPIA CAPITAL MANAGEMENT LP NY $145.80M 22 2026-05-15
Apex Wealth Management, LLC NH $145.75M 57 2026-04-15
JM2 Capital Inc. OK $145.72M 121 2026-07-22
Tenzing Financial LLC VA $145.62M 84 2026-07-09
Dentgroup LLC LA $145.62M 93 2026-01-28
Endure Capital Management, LLC CA $145.62M 35 2026-05-15
Copia Wealth Management OR $145.52M 532 2026-05-04
Crestwood Capital Management, L.P. MA $145.52M 15 2026-05-12
Greenhaven Road Investment Management, L.P. CT $145.36M 17 2026-05-15
Axecap Investments, LLC OH $145.35M 69 2026-04-20
Hegarty Advisors, LLC NY $145.31M 66 2026-07-27
RMR Capital Management, LLC MA $145.24M 76 2026-07-27
Corus Family Wealth Advisors TX $145.23M 82 2026-07-30
Gambit Capital Management, LLC $145.23M 90 2026-05-14
T. Rowe Price Investment Management, Inc. MD $145.22M 643 2026-05-15
Cushing Capital Partners, LLC TX $145.20M 99 2026-07-29
Global Trust Wealth Management LLC CA $145.17M 75 2026-07-16
Anchor Capital Management Group Inc MA $145.07M 16 2026-07-28
AMARA FINANCIAL, LLC. CA $145.07M 45 2026-05-07
Teca Partners, LP TX $145.04M 10 2026-05-15
DARA CAPITAL US, INC. FL $145.04M 110 2026-07-23
VUB Generali dochodkova spravcovska spolocnost, a.s. $145.00M 91 2026-07-23
MidAtlantic Capital Management, Inc. VA $144.96M 84 2026-05-08
Clarity Retirement & Wealth, LLC MA $144.94M 35 2026-07-30
SWP Investment Management LLC $144.78M 43 2026-07-02
GILPIN WEALTH MANAGEMENT, LLC CO $144.72M 1064 2026-07-24
Constant Guidance Financial LLC MA $144.63M 42 2026-05-18
Fairscale Capital, LLC NH $144.61M 437 2026-05-11
Post Resch Tallon Group Inc. NY $144.58M 138 2026-07-07
NorthLanding Financial Partners, LLC NY $144.55M 45 2026-07-23
BLUELINE ADVISORS LLC NH $144.40M 260 2026-07-27
Comprehensive Financial Planning, Inc./PA PA $144.40M 387 2026-04-07
Karl Kapital LLC CA $144.35M 22 2026-05-15
Boyce & Associates Wealth Consulting, Inc. TX $144.24M 82 2026-07-23
Arrow Capital Management, LLC MD $144.13M 16 2026-05-14
Hillman Capital Management, Inc. MD $144.00M 56 2026-05-15
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. $143.82M 40 2026-07-21
BLUE JEAN FINANCIAL LLC NY $143.66M 70 2026-07-24
GordonMD Global Investments LP CA $143.59M 16 2026-05-15
Woodside Wealth Management LLC MA $143.52M 45 2026-07-24
LongView Asset Management LLC $143.40M 51 2026-02-09
PATHWAY WEALTH MANAGEMENT LLC TX $143.40M 31 2026-07-20
Jordan Park Trust Co LLC CA $143.36M 15 2026-07-27
INTEGRATED CAPITAL MANAGEMENT, INC. MI $143.32M 57 2026-07-07
Ackerman Asset Management, LLC $143.32M 35 2026-04-21
Aragon Global Management, LP FL $143.30M 18 2026-05-15
Encore Global Management, LP TX $143.24M 70 2026-05-18
hemming& Wealth Management, Inc. MI $143.23M 15 2026-04-24
OneAscent Family Office, LLC AL $143.16M 182 2026-04-21
Copos Capital S.a r.l. $143.16M 55 2026-02-23
MUSTICO FINANCIAL GROUP, INC. NY $143.13M 46 2026-05-15
Menard Financial Group LLC TX $143.11M 82 2026-05-14
Petiole USA ltd NY $143.01M 32 2026-05-14
COMMONS CAPITAL, LLC MA $142.92M 96 2026-07-30
Camelot Portfolios, LLC OH $142.91M 215 2026-07-17
Settian Capital LP FL $142.81M 26 2026-05-05
LifePlan Financial, LLC OH $142.77M 89 2026-07-21
Gilbert Capital Group, Inc. $142.76M 56 2026-07-13
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. FL $142.69M 44 2026-07-27
Bauman Advisory Group, LLC NV $142.68M 63 2026-05-06
Balanced Rock Investment Advisors LLC MA $142.55M 96 2026-05-13
Argosy-Lionbridge Management, LLC PA $142.54M 14 2026-05-15
Peak Wealth Management LLC MI $142.52M 59 2026-07-14
1858 WEALTH MANAGEMENT, LLC OH $142.43M 113 2025-11-14
Panoramic Capital, LLC OR $142.42M 38 2026-05-15