HolderBook

All filers

Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 8 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Lombard Odier Asset Management (Europe) Ltd1535784$2.4B211last filed Q2 2026
MONTAG A & ASSOCIATES INC829407$2.4B954last filed Q2 2026
SOUTH TEXAS MONEY MANAGEMENT LTD1259513$2.4B413last filed Q3 2019
New Age Alpha Advisors, LLC1764807$2.4B927last filed Q2 2026
BNDES Participacoes S.A.1715696$2.4B1last filed Q2 2026
SECURITY CAPITAL RESEARCH & MANAGEMENT INC1068829$2.4B42last filed Q2 2020
American Portfolios Advisors1961150$2.4B3,531last filed Q3 2022
GREENOAKS LLC1840735$2.4B10last filed Q2 2026
OAKTOP CAPITAL MANAGEMENT II, L.P.1550660$2.4B14last filed Q2 2026
Bowie Capital Management, LLC1691982$2.4B30last filed Q2 2026
Hills Bank & Trust Co1309148$2.3B383last filed Q2 2026
Klingman & Associates, LLC1662449$2.3B350last filed Q2 2026
NORRIS PERNE & FRENCH LLP/MI1092290$2.3B156last filed Q2 2026
Heard Capital LLC1796409$2.3B21last filed Q2 2026
Azimuth Capital Management LLC1352512$2.3B318last filed Q1 2022
Atlas FRM LLC1879898$2.3B25last filed Q2 2026
TIEDEMANN ADVISORS, LLC1483232$2.3B272last filed Q3 2023
Trust Asset Management LLC1608376$2.3B252last filed Q2 2026
NS Partners Ltd1657111$2.3B77last filed Q2 2026
Strategic Wealth Advisors Group, LLC1548916$2.3B555last filed Q3 2022
Cornerstone Wealth Management, LLC1674117$2.3B745last filed Q2 2026
Madison Avenue Partners, LP1801265$2.3B25last filed Q2 2026
Logos Global Management LP1792126$2.3B68last filed Q2 2026
Procyon Advisors, LLC1804329$2.3B588last filed Q2 2026
Covington Capital Management1323119$2.3B1,182last filed Q3 2022
Accredited Investors Inc.1518364$2.3B299last filed Q2 2026
Linse Capital Management PR LLC1849153$2.3B1last filed Q4 2023
GCM Grosvenor Holdings, LLC1939480$2.3B24last filed Q2 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC1484205$2.3B727last filed Q2 2026
TCI Wealth Advisors, Inc.1583751$2.3B265last filed Q2 2026
Linscomb Wealth, Inc.1313294$2.3B311last filed Q2 2026
Elser Financial Planning, Inc2028202$2.3B124last filed Q2 2026
CAMBIAR INVESTORS LLC823621$2.3B150last filed Q2 2026
Smith Salley Wealth Management1482012$2.3B275last filed Q2 2026
PALISADE CAPITAL MANAGEMENT, LP1009006$2.3B294last filed Q2 2026
SYON CAPITAL LLC1999353$2.3B949last filed Q2 2026
Bryn Mawr Trust Advisors, LLC1700481$2.3B456last filed Q2 2026
Goelzer Investment Management, Inc.1550057$2.3B314last filed Q2 2026
ARES MANAGEMENT LLC1259313$2.3B44last filed Q2 2026
LA FINANCIERE DE L'ECHIQUIER1673995$2.3B104last filed Q2 2024
Carlson Capital Management1581298$2.3B112last filed Q4 2024
ARS Investment Partners, LLC733020$2.3B181last filed Q2 2026
ALERUS FINANCIAL NA919458$2.3B506last filed Q2 2026
COLUMBUS CIRCLE INVESTORS1228773$2.3B126last filed Q4 2020
NEW SOUTH CAPITAL MANAGEMENT INC1044797$2.3B48last filed Q2 2026
PALLADIUM PARTNERS LLC1436871$2.3B332last filed Q1 2022
Quintet Private Bank (Europe) S.A.1977290$2.3B192Q3 2026
Sullivan, Bruyette, Speros & Blaney, LLC1599904$2.3B416last filed Q1 2021
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP1854440$2.3B10last filed Q2 2026
CQS Cayman LP1431256$2.3B142last filed Q3 2019
TIG Advisors, LLC1358253$2.3B102last filed Q2 2026
TEXAS PERMANENT SCHOOL FUND CORP1223779$2.3B15last filed Q2 2026
Alaska Permanent Fund Corp1582681$2.3B10last filed Q2 2026
GW HENSSLER & ASSOCIATES LTD1080369$2.2B268last filed Q2 2026
LOWE BROCKENBROUGH & CO INC22657$2.2B341last filed Q2 2026
HEARTLAND ADVISORS INC937394$2.2B244last filed Q2 2026
Edge Capital Group, LLC1767220$2.2B332last filed Q4 2024
Sound Income Strategies, LLC1730960$2.2B478Q3 2026
3EDGE Asset Management, LP1665605$2.2B94last filed Q2 2026
Walgreens Boots Alliance, Inc.1618921$2.2B1last filed Q2 2025
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT1329375$2.2B73last filed Q2 2026
Garde Capital, Inc.1616328$2.2B224last filed Q2 2026
Meridiem Capital Partners LP2026798$2.2B83last filed Q2 2026
AMERICAN CAPITAL MANAGEMENT INC1320168$2.2B80last filed Q2 2026
Meiji Yasuda Asset Management Co Ltd.1491685$2.2B596last filed Q2 2026
Highstreet Asset Management Inc.1484368$2.2B649last filed Q4 2019
Checchi Capital Advisers, LLC1598186$2.2B603last filed Q2 2026
NWQ INVESTMENT MANAGEMENT COMPANY, LLC763848$2.2B152last filed Q3 2020
ALLEGHANY CORP /DE775368$2.2B25last filed Q3 2022
Affinity Asset Advisors, LLC1773195$2.2B110last filed Q2 2026
BSN CAPITAL PARTNERS Ltd1911876$2.2B26last filed Q2 2026
Oak Grove Capital LLC1661762$2.2B104Q3 2026
PARSONS CAPITAL MANAGEMENT INC/RI1018674$2.2B525last filed Q2 2026
1ST SOURCE BANK356264$2.2B289last filed Q2 2026
Thematics Asset Management1956031$2.2B125last filed Q3 2025
TANG CAPITAL MANAGEMENT LLC1232621$2.2B41last filed Q2 2026
Leeward Investments, LLC - MA1923173$2.2B140last filed Q2 2026
Maj Invest Holding A/S1730525$2.2B40last filed Q2 2026
Bank of Italy1426449$2.2B8last filed Q2 2026
ANGELES WEALTH MANAGEMENT, LLC1929170$2.2B628last filed Q2 2026
AdvisorNet Financial, Inc1409362$2.2B2,266last filed Q2 2026
Greenwoods Asset Management Hong Kong Ltd.1848138$2.2B21last filed Q2 2026
ADAR1 Capital Management, LLC1940272$2.2B272last filed Q2 2026
Rehmann Capital Advisory Group1633037$2.2B702last filed Q2 2026
CORTLAND ADVISERS LLC1568990$2.2B32last filed Q3 2019
Point72 Hong Kong Ltd1599822$2.2B430last filed Q3 2025
Traynor Capital Management, Inc.1666786$2.2B335last filed Q2 2026
Integrated Advisors Network LLC1660177$2.2B674last filed Q2 2026
Pinnacle Advisory Group, Inc.1504404$2.2B247last filed Q1 2021
Arisaig Partners (Asia) Pte Ltd.1798367$2.2B1last filed Q2 2024
FOSTER & MOTLEY INC1163902$2.2B405last filed Q2 2026
HIGHLAND CAPITAL MANAGEMENT, LLC860486$2.2B411last filed Q2 2026
J.Safra Asset Management Corp1535293$2.2B633last filed Q2 2026
Palo Alto Investors LP1306923$2.2B54last filed Q2 2026
Contrarius Group Holdings Ltd2054801$2.2B34last filed Q2 2026
LAKE STREET ADVISORS GROUP, LLC1724269$2.2B646last filed Q4 2024
Ameritas Investment Company, LLC938165$2.2B707last filed Q3 2021
ODDO BHF ASSET MANAGEMENT SAS1686970$2.2B253last filed Q2 2026
NWI MANAGEMENT LP1103887$2.2B50last filed Q2 2026
StepStone Group LP1502287$2.2B23last filed Q2 2026
MONEY CONCEPTS CAPITAL CORP716851$2.2B633last filed Q2 2026
Maren Capital LLC1961415$2.2B17last filed Q2 2026
Quinn Opportunity Partners LLC1633275$2.2B354last filed Q2 2026
Osmosis Investment Management UK Ltd1780700$2.2B452last filed Q2 2026
Voss Capital, LP1730145$2.2B52last filed Q2 2026
KLS Professional Advisors Group, LLC1532292$2.2B25last filed Q2 2019
Plante Moran Financial Advisors, LLC1424717$2.1B1,589last filed Q2 2026
GREENWOOD GEARHART LLC1084683$2.1B168last filed Q2 2026
DOWLING & YAHNKE LLC1133197$2.1B373last filed Q3 2022
MV CAPITAL MANAGEMENT, INC.1633366$2.1B1,331last filed Q2 2026
S&G Foundation1874163$2.1B21last filed Q2 2026
Money Design Co.,Ltd.1721608$2.1B72last filed Q2 2025
Pennsylvania Trust Co1560808$2.1B351last filed Q1 2020
Ninety One North America, Inc.1633343$2.1B106last filed Q2 2026
Uniplan Investment Counsel, Inc.1520710$2.1B175last filed Q2 2026
BBR PARTNERS, LLC1352467$2.1B250last filed Q2 2026
Gobi Capital LLC1698060$2.1B13last filed Q2 2026
MIDLAND WEALTH ADVISORS, LLC1990058$2.1B160last filed Q2 2026
Caligan Partners LP1727492$2.1B26last filed Q2 2026
Cyndeo Wealth Partners, LLC1950947$2.1B517last filed Q2 2026
OSTERWEIS CAPITAL MANAGEMENT INC1007524$2.1B231last filed Q2 2026
Tamarack Advisers, LP1661462$2.1B1last filed Q4 2023
Main Street Research LLC1513211$2.1B140last filed Q2 2026
Stairway Partners, LLC1454138$2.1B18Q3 2026
Philosophy Capital Management LLC1869199$2.1B40last filed Q2 2026
SPO ADVISORY CORP919468$2.1B12last filed Q4 2018
Portman Square Capital LLP1966898$2.1B71last filed Q2 2026
Generali Investments CEE, investicni spolecnost, a.s.2047540$2.1B462last filed Q2 2026
Nextech Invest Ltd.1595430$2.1B15last filed Q2 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC1447578$2.1B585last filed Q2 2026
BBVA USA Bancshares, Inc.1409775$2.1B539last filed Q1 2021
OAKWORTH CAPITAL, INC.1588871$2.1B940last filed Q2 2026
GDS Wealth Management1940869$2.1B232last filed Q2 2026
Strategic Financial Services, Inc.1432539$2.1B150last filed Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV819864$2.1B2,262last filed Q2 2026
Willis Investment Counsel1310929$2.1B125last filed Q2 2026
BERKLEY W R CORP11544$2.1B337last filed Q2 2026
Shaolin Capital Management LLC1766806$2.1B552last filed Q2 2026
Cerberus Capital Management, L.P.1525907$2.1B12last filed Q2 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1109767$2.1B789last filed Q2 2026
Resonant Capital Advisors, LLC1803236$2.1B538last filed Q2 2026
Index Venture Associates VI Ltd1755035$2.1B3last filed Q2 2026
OneAscent Financial Services LLC1780985$2.1B605last filed Q2 2026
SHANDA ASSET MANAGEMENT HOLDINGS Ltd1622346$2.1B6last filed Q2 2026
XN Exponent Advisors LLC1843228$2.1B27last filed Q3 2021
THOROUGHBRED FINANCIAL SERVICES, LLC1091370$2.1B624last filed Q2 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/1033505$2.1B304last filed Q3 2025
Irenic Capital Management LP1929389$2.1B47last filed Q2 2026
TruWealth Advisors, LLC1834985$2.1B182last filed Q1 2026
TECTONIC ADVISORS LLC1859918$2.1B289last filed Q2 2026
Kovack Advisors, Inc.1728321$2.1B1,070last filed Q2 2026
BREWIN DOLPHIN LTD1954243$2.1B621last filed Q2 2022
NAYA CAPITAL MANAGEMENT UK LTD1665012$2.1B4last filed Q2 2026
CIDEL ASSET MANAGEMENT INC1621915$2.1B480last filed Q2 2026
Ocean Park Asset Management, LLC1538052$2.1B81last filed Q2 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC1165805$2.1B131last filed Q2 2026
OSTRUM ASSET MANAGEMENT1767945$2.1B549last filed Q2 2026
AJ WEALTH STRATEGIES, LLC1744073$2.1B297last filed Q2 2023
UNC Management Company, Inc.1911286$2.1B6last filed Q2 2026
Diversified Enterprises, LLC2037264$2.1B425last filed Q2 2026
DNCA FINANCE1752759$2.1B118last filed Q2 2026
SPINNAKER TRUST1158970$2.1B309last filed Q2 2026
RGM Capital, LLC1323953$2.1B17last filed Q4 2025
EcoR1 Capital, LLC1587114$2.1B31last filed Q2 2026
Apexium Financial, LP1765285$2.1B288last filed Q3 2025
RICE HALL JAMES & ASSOCIATES, LLC1230765$2.1B240last filed Q2 2026
Arvest Bank Trust Division1625959$2.1B240last filed Q2 2026
Capstone Financial Advisors, Inc.1599217$2.1B191last filed Q2 2026
Dorsey & Whitney Trust CO LLC1384042$2.1B730last filed Q2 2026
Ribbit Management Company, LLC1836733$2.1B15last filed Q2 2026
SIGMA INVESTMENT COUNSELORS INC1085163$2.1B218last filed Q2 2026
First Western Trust Bank1513189$2.1B215last filed Q2 2026
Rock Springs Capital Management LP1595725$2.0B104last filed Q2 2026
ABRAMS BISON INVESTMENTS, LLC1317588$2.0B11last filed Q2 2026
GREENLIGHT CAPITAL INC1079114$2.0B40last filed Q4 2023
Jacobi Capital Management LLC1689646$2.0B644last filed Q2 2026
Evanson Financial, LLC2140235$2.0B325last filed Q2 2026
Point72 Europe (London) LLP1698051$2.0B726last filed Q3 2025
Westchester Capital Management, LLC1512805$2.0B301last filed Q2 2026
Smith Asset Management Group LP1091561$2.0B363last filed Q2 2021
Boxer Capital, LLC1465837$2.0B68last filed Q3 2024
UNIVEST FINANCIAL Corp102212$2.0B275last filed Q2 2026
683 Capital Management, LLC1404574$2.0B145last filed Q2 2026
Siemens Fonds Invest GmbH1856637$2.0B538last filed Q2 2026
CenterBook Partners LP1872738$2.0B693last filed Q2 2026
CERTUITY, LLC1800752$2.0B672last filed Q2 2026
OMNI PARTNERS LLP1576497$2.0B247last filed Q1 2021
WATERS PARKERSON & CO., LLC1222993$2.0B200last filed Q2 2026
BANK OF HAWAII315080$2.0B233last filed Q2 2026
Principle Wealth Partners LLC1743413$2.0B398last filed Q2 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1965756$2.0B424last filed Q2 2026
Aprio Wealth Management, LLC1803519$2.0B635last filed Q2 2026
Cambria Investment Management, L.P.1529389$2.0B731last filed Q2 2026
WADDELL & ASSOCIATES, LLC1776757$2.0B543last filed Q2 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1238990$2.0B164last filed Q2 2026
Trek Financial, LLC1768195$2.0B501last filed Q2 2026
WealthPlan Investment Management, LLC1929986$2.0B473last filed Q2 2026
Essex Financial Services, Inc.1315785$2.0B836last filed Q2 2026
Fenelon Opportunity Fund Inc.2147005$2.0B6last filed Q2 2026
JFS WEALTH ADVISORS, LLC1568068$2.0B2,253last filed Q2 2026
COURIER CAPITAL LLC1015247$2.0B399last filed Q2 2026
Strategic Blueprint, LLC1767821$2.0B689last filed Q2 2026
NWAM LLC1655006$2.0B684last filed Q2 2026
Casdin Capital, LLC1534261$2.0B43last filed Q2 2026
Knights of Columbus Asset Advisors LLC1688666$2.0B386last filed Q2 2026
BOUSSARD & GAVAUDAN GESTION SAS1569001$2.0B103last filed Q2 2026
Sepio Capital, LP1751412$2.0B346last filed Q2 2026
TOYOTA MOTOR CORP/1094517$2.0B2last filed Q2 2026
PFG Advisors1694435$2.0B791last filed Q2 2026
Signal Advisors Wealth, LLC2010926$2.0B630last filed Q2 2026
Wesleyan Assurance Society1773368$2.0B109last filed Q2 2026
CRAMER ROSENTHAL MCGLYNN LLC820743$2.0B96last filed Q2 2026
Cerity Partners OCIO LLC1519611$2.0B28last filed Q2 2026
Polymer Capital Management (HK) LTD1970465$2.0B142last filed Q2 2026
LGT CAPITAL PARTNERS LTD.1641992$2.0B38last filed Q2 2026
OXFORD FINANCIAL GROUP, LTD. LLC1245862$2.0B296last filed Q2 2026
SMITH CHAS P & ASSOCIATES PA CPAS1082509$2.0B199last filed Q2 2026
Jordan Park Group LLC1707975$2.0B68last filed Q2 2026
Aaron Wealth Advisors LLC1812198$2.0B688last filed Q2 2026
F/m Investments LLC1834499$2.0B354last filed Q2 2026
EASTERLY INVESTMENT PARTNERS LLC1766150$2.0B252last filed Q2 2026
KLP Enterprises, LLC1593399$2.0B1last filed Q1 2023
Symmetry Partners, LLC1697493$2.0B295last filed Q2 2026
Berger Financial Group, Inc1826136$2.0B476last filed Q2 2026
Prescott General Partners LLC1538653$2.0B10last filed Q2 2026
Greenhouse Funds LLLP1626220$2.0B29last filed Q2 2026
MEEDER ASSET MANAGEMENT INC809443$2.0B930last filed Q2 2026
SUN LIFE FINANCIAL INC1097362$2.0B44last filed Q2 2026
Granite Investment Partners, LLC1542266$2.0B277last filed Q2 2026
FOUNDERS FINANCIAL SECURITIES LLC1342396$2.0B555last filed Q2 2026
Cormorant Asset Management, LP1583977$2.0B50last filed Q2 2026
ADELL HARRIMAN & CARPENTER INC1134152$2.0B158last filed Q2 2026
BOK Financial Private Wealth, Inc.1317348$1.9B792last filed Q2 2026
Omni Partners US LLC1800081$1.9B244last filed Q3 2021
ATWOOD & PALMER INC1044929$1.9B496Q3 2026
MUFG SECURITIES AMERICAS INC.867626$1.9B506last filed Q2 2026
Trinity Street Asset Management LLP1592579$1.9B23last filed Q2 2026
LAKEWOOD CAPITAL MANAGEMENT, LP1424381$1.9B63last filed Q2 2026
McKinley Carter Wealth Services, Inc.1484265$1.9B317last filed Q2 2026
Tao Capital Management LP1802967$1.9B6last filed Q2 2026
Progeny 3, Inc.1536006$1.9B29last filed Q2 2026
COMMUNITY TRUST & INVESTMENT CO1047142$1.9B144last filed Q2 2026
Evensky & Katz LLC1357867$1.9B72last filed Q2 2026
TT INTERNATIONAL1483532$1.9B60last filed Q3 2020
GUYASUTA INVESTMENT ADVISORS INC928568$1.9B276last filed Q2 2026
Sofinnova Investments, Inc.1631134$1.9B56last filed Q2 2026
Standard Investments LLC1539436$1.9B11last filed Q2 2026
Segment Wealth Management, LLC1575581$1.9B311last filed Q2 2026
Eversept Partners, LP1697013$1.9B119last filed Q2 2026
Regal Investment Advisors LLC1559789$1.9B647last filed Q2 2026

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