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
RGM Capital, LLC1323953$2.1B17last filed Q4 2025
EcoR1 Capital, LLC1587114$2.1B31Q2 2026
Apexium Financial, LP1765285$2.1B288last filed Q3 2025
RICE HALL JAMES & ASSOCIATES, LLC1230765$2.1B240Q2 2026
Arvest Bank Trust Division1625959$2.1B240Q2 2026
Capstone Financial Advisors, Inc.1599217$2.1B191Q2 2026
Dorsey & Whitney Trust CO LLC1384042$2.1B730Q2 2026
Ribbit Management Company, LLC1836733$2.1B15Q2 2026
SIGMA INVESTMENT COUNSELORS INC1085163$2.1B218Q2 2026
First Western Trust Bank1513189$2.1B215Q2 2026
Rock Springs Capital Management LP1595725$2.0B104Q2 2026
ABRAMS BISON INVESTMENTS, LLC1317588$2.0B11Q2 2026
GREENLIGHT CAPITAL INC1079114$2.0B40last filed Q4 2023
Jacobi Capital Management LLC1689646$2.0B644Q2 2026
Evanson Financial, LLC2140235$2.0B325Q2 2026
Point72 Europe (London) LLP1698051$2.0B726last filed Q3 2025
Westchester Capital Management, LLC1512805$2.0B301Q2 2026
Smith Asset Management Group LP1091561$2.0B363last filed Q2 2021
Boxer Capital, LLC1465837$2.0B68last filed Q3 2024
UNIVEST FINANCIAL Corp102212$2.0B275Q2 2026
683 Capital Management, LLC1404574$2.0B145Q2 2026
Siemens Fonds Invest GmbH1856637$2.0B538Q2 2026
CenterBook Partners LP1872738$2.0B693Q2 2026
CERTUITY, LLC1800752$2.0B672Q2 2026
OMNI PARTNERS LLP1576497$2.0B247last filed Q1 2021
WATERS PARKERSON & CO., LLC1222993$2.0B200Q2 2026
BANK OF HAWAII315080$2.0B233Q2 2026
Principle Wealth Partners LLC1743413$2.0B398Q2 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1965756$2.0B424Q2 2026
Aprio Wealth Management, LLC1803519$2.0B635Q2 2026
Cambria Investment Management, L.P.1529389$2.0B731Q2 2026
WADDELL & ASSOCIATES, LLC1776757$2.0B543Q2 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1238990$2.0B164Q2 2026
Hamilton Capital, LLC1646639$2.0B159Q2 2026
Trek Financial, LLC1768195$2.0B501Q2 2026
WealthPlan Investment Management, LLC1929986$2.0B473Q2 2026
Essex Financial Services, Inc.1315785$2.0B836Q2 2026
Fenelon Opportunity Fund Inc.2147005$2.0B6Q2 2026
JFS WEALTH ADVISORS, LLC1568068$2.0B2,253Q2 2026
COURIER CAPITAL LLC1015247$2.0B399Q2 2026
Strategic Blueprint, LLC1767821$2.0B689Q2 2026
NWAM LLC1655006$2.0B684Q2 2026
Casdin Capital, LLC1534261$2.0B43Q2 2026
Knights of Columbus Asset Advisors LLC1688666$2.0B386Q2 2026
CACTI ASSET MANAGEMENT LLC1452208$2.0B76Q2 2026
BOUSSARD & GAVAUDAN GESTION SAS1569001$2.0B103Q2 2026
Sepio Capital, LP1751412$2.0B346Q2 2026
TOYOTA MOTOR CORP/1094517$2.0B2Q2 2026
PFG Advisors1694435$2.0B791Q2 2026
Ascentis Wealth Management, LLC2032602$2.0B743Q2 2026
Signal Advisors Wealth, LLC2010926$2.0B630Q2 2026
CRAMER ROSENTHAL MCGLYNN LLC820743$2.0B96Q2 2026
Cerity Partners OCIO LLC1519611$2.0B28Q2 2026
Polymer Capital Management (HK) LTD1970465$2.0B142Q2 2026
LGT CAPITAL PARTNERS LTD.1641992$2.0B38Q2 2026
OXFORD FINANCIAL GROUP, LTD. LLC1245862$2.0B296Q2 2026
Jordan Park Group LLC1707975$2.0B68Q2 2026
Aaron Wealth Advisors LLC1812198$2.0B688Q2 2026
F/m Investments LLC1834499$2.0B354Q2 2026
EASTERLY INVESTMENT PARTNERS LLC1766150$2.0B252Q2 2026
Symmetry Partners, LLC1697493$2.0B295Q2 2026
Berger Financial Group, Inc1826136$2.0B476Q2 2026
Prescott General Partners LLC1538653$2.0B10Q2 2026
Greenhouse Funds LLLP1626220$2.0B29Q2 2026
MEEDER ASSET MANAGEMENT INC809443$2.0B930Q2 2026
Granite Investment Partners, LLC1542266$2.0B277Q2 2026
FOUNDERS FINANCIAL SECURITIES LLC1342396$2.0B555Q2 2026
Cormorant Asset Management, LP1583977$2.0B50Q2 2026
ADELL HARRIMAN & CARPENTER INC1134152$2.0B158Q2 2026
BOK Financial Private Wealth, Inc.1317348$1.9B792Q2 2026
Omni Partners US LLC1800081$1.9B244last filed Q3 2021
MUFG SECURITIES AMERICAS INC.867626$1.9B506Q2 2026
Trinity Street Asset Management LLP1592579$1.9B23Q2 2026
LAKEWOOD CAPITAL MANAGEMENT, LP1424381$1.9B63Q2 2026
McKinley Carter Wealth Services, Inc.1484265$1.9B317Q2 2026
Tao Capital Management LP1802967$1.9B6Q2 2026
Progeny 3, Inc.1536006$1.9B29Q2 2026
COMMUNITY TRUST & INVESTMENT CO1047142$1.9B144Q2 2026
TT INTERNATIONAL1483532$1.9B60last filed Q3 2020
GUYASUTA INVESTMENT ADVISORS INC928568$1.9B276Q2 2026
Sofinnova Investments, Inc.1631134$1.9B56Q2 2026
Standard Investments LLC1539436$1.9B11Q2 2026
Segment Wealth Management, LLC1575581$1.9B311Q2 2026
Eversept Partners, LP1697013$1.9B119Q2 2026
Regal Investment Advisors LLC1559789$1.9B647Q2 2026
KGH Ltd1549641$1.9B26last filed Q4 2024
Sourcerock Group LLC1822531$1.9B36Q2 2026
Distillate Capital Partners LLC1741001$1.9B118Q2 2026
MHR FUND MANAGEMENT LLC1277742$1.9B11Q2 2026
FAS Wealth Partners, Inc.1596957$1.9B516Q2 2026
GMT Capital Corp1106191$1.9B68Q2 2026
Hill Path Capital LP1676292$1.9B7Q2 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/807985$1.9B47Q2 2026
First Interstate Bank1125727$1.9B196Q2 2026
BOSTON ADVISORS LLC1062842$1.9B597last filed Q3 2019
BROADWOOD CAPITAL INC1278387$1.9B6Q2 2026
KINTRA WEALTH, LLC1904432$1.9B514Q2 2026
ROFFMAN MILLER ASSOCIATES INC /PA/869367$1.9B87Q2 2026
Legacy Wealth Management, LLC1488921$1.9B30Q2 2026
REBALANCE, LLC1811052$1.9B103Q2 2026
Campbell & CO Investment Adviser LLC1353570$1.9B1,005Q2 2026
GRANDFIELD & DODD, LLC1308016$1.9B217Q2 2026
Verdence Capital Advisors LLC1719305$1.9B653Q2 2026
DENDUR CAPITAL LP1782124$1.9B24Q2 2026
Foster Victor Wealth Advisors, LLC1769063$1.9B252Q2 2026
PDT Partners, LLC1564702$1.9B489Q2 2026
JANA Partners Management, LP1998597$1.9B10Q2 2026
TRIGLAV INVESTMENTS, D.O.O.2056690$1.9B184Q2 2026
GFS Advisors, LLC1427263$1.9B370Q2 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC1056549$1.9B205Q2 2026
MOODY LYNN LIEBERSON & WALKER, LLC938592$1.9B264Q2 2026
Turtle Creek Wealth Advisors, LLC2007171$1.9B514Q2 2026
Kathmere Capital Management, LLC1794543$1.9B672Q2 2026
PATTEN & PATTEN INC/TN1044905$1.9B350Q2 2026
Foundry Partners, LLC1573913$1.9B259last filed Q1 2025
NEXT CENTURY GROWTH INVESTORS LLC1134007$1.9B113Q2 2026
CAS Investment Partners, LLC1697591$1.9B6Q2 2026
OCCUDO QUANTITATIVE STRATEGIES LP1819697$1.9B748Q2 2026
Sylebra Capital Ltd1627436$1.9B20last filed Q3 2023
Fragasso Financial Advisors Inc1613331$1.9B360Q2 2026
Koshinski Asset Management, Inc.1633389$1.9B767Q2 2026
Carroll Financial Associates, Inc.1567784$1.9B1,600last filed Q4 2021
Oasis Management Co Ltd.1317904$1.9B108Q2 2026
ATWOOD & PALMER INC1044929$1.9B495Q2 2026
Proem Advisors LLC1842526$1.9B40Q2 2026
Robinhood Asset Management, LLC2067588$1.9B83Q2 2026
Texas Capital Bank Wealth Management Services Inc1802655$1.9B349Q2 2026
KEYSTONE INVESTORS PTE LTD1926253$1.9B84Q2 2026
B. Riley Wealth Advisors, Inc.1464811$1.9B831Q2 2026
LMCG INVESTMENTS, LLC1470944$1.9B225Q2 2026
First Trust Direct Indexing L.P.1845469$1.9B979last filed Q3 2024
Credential Qtrade Securities Inc.2077908$1.9B379last filed Q1 2024
Evanson Asset Management, LLC1626379$1.9B321last filed Q1 2026
BAR HARBOR WEALTH MANAGEMENT1035463$1.9B268Q2 2026
INVICTUS PRIVATE WEALTH, LLC1939208$1.9B86Q2 2026
SRB CORP1496228$1.9B23Q2 2026
Johnson Financial Group, LLC1706327$1.9B279Q2 2026
Pertento Partners LLP1894571$1.9B17Q2 2026
Private Advisory Group LLC1632965$1.9B287Q2 2026
Ninety One SA (Pty) Ltd1491998$1.8B110Q2 2026
Spyglass Capital Management LLC1654344$1.8B25Q2 2026
VERUS CAPITAL PARTNERS, LLC1796874$1.8B502Q2 2026
LBMC INVESTMENT ADVISORS, LLC1536924$1.8B245Q2 2026
SMITH CHAS P & ASSOCIATES PA CPAS1082509$1.8B176last filed Q1 2026
FJ Investments, LLC1903573$1.8B6Q2 2026
North Star Investment Management Corp.1342857$1.8B1,733Q2 2026
Legacy Edge Advisors, LLC2105396$1.8B262Q2 2026
Vanguard National Trust Co1984256$1.8B787Q2 2026
Bridgewater Advisors Inc.1600319$1.8B478Q2 2026
Kensington Asset Management, LLC1979884$1.8B39Q2 2026
WOODMONT INVESTMENT COUNSEL LLC1133653$1.8B286Q2 2026
Roundview Capital LLC1476804$1.8B349Q2 2026
Saratoga Research & Investment Management1477872$1.8B46Q2 2026
River Wealth Advisors LLC1642570$1.8B222Q2 2026
HITE Hedge Asset Management LLC1568939$1.8B125Q2 2026
Trans-Canada Capital Inc.1896476$1.8B22Q2 2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.2011081$1.8B43Q2 2026
Wealthspire Retirement, LLC2040084$1.8B321Q2 2026
Stratos Wealth Advisors, LLC1707202$1.8B638Q2 2026
Thomasville National Bank1561790$1.8B241Q2 2026
Full Sail Capital, LLC1757617$1.8B308last filed Q3 2025
Regal Partners Ltd1577774$1.8B122Q2 2026
Aquamarine Financial (Cayman) Ltd2104187$1.8B17Q2 2026
Kynam Capital Management, LP1907884$1.8B32Q2 2026
Legacy Private Trust Co.1352547$1.8B262Q2 2026
SAGE FINANCIAL GROUP INC882119$1.8B110Q2 2026
Greenspring Advisors, LLC1922200$1.8B355Q2 2026
Concentric Capital Strategies, LP1851869$1.8B311Q2 2026
Sabal Trust CO1323276$1.8B233last filed Q1 2025
Parcion Private Wealth LLC1801263$1.8B529Q2 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1005607$1.8B203Q2 2026
INVERNESS COUNSEL LLC /NY/866361$1.8B186last filed Q3 2022
Soltis Investment Advisors LLC1802530$1.8B613Q2 2026
SPX Gestao de Recursos Ltda1589176$1.8B79Q2 2026
1900 WEALTH MANAGEMENT LLC1791996$1.8B312Q2 2026
Willis Johnson & Associates, Inc.1853239$1.8B102Q2 2026
HYMAN CHARLES D1135077$1.8B242last filed Q2 2024
Charles Schwab Trust Co1789219$1.8B171Q2 2026
Empire Life Investments Inc.1640951$1.8B113Q2 2026
Avestar Capital, LLC1704404$1.8B490Q2 2026
FRANKLIN STREET ADVISORS INC /NC1010873$1.8B176Q2 2026
FIRST AMERICAN BANK1291422$1.8B205Q2 2026
ATLAS CAPITAL ADVISORS INC.1434165$1.8B1,126Q2 2026
OAK ASSOCIATES LTD /OH/836372$1.8B139Q2 2026
Cercano Management LLC1936416$1.8B146Q2 2026
WMS Partners, LLC1480916$1.8B298last filed Q4 2024
Catalyst Funds Management Pty Ltd1896150$1.8B642Q2 2026
BARR E S & CO1040210$1.8B112Q2 2026
Capital Impact Advisors, LLC1602198$1.8B29Q2 2026
GUARDIAN WEALTH ADVISORS, LLC / NC1901403$1.8B375Q2 2026
Black Creek Investment Management Inc.1528593$1.8B27Q2 2026
Waterloo Capital, L.P.1730942$1.8B557Q2 2026
Graypoint LLC1794198$1.8B526last filed Q2 2025
Nicholas Investment Partners, LP1389574$1.8B204Q2 2026
Financiere des Professionnels - Fonds d'investissement inc.1996846$1.8B344Q2 2026
Covalis Capital LLP1698819$1.8B101Q2 2026
Indivisible Partners2098400$1.8B638Q2 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC1726808$1.8B26Q2 2026
Silicon Valley Community Foundation1598350$1.8B4last filed Q2 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.752798$1.8B2,239last filed Q4 2024
OAK RIDGE INVESTMENTS LLC1054554$1.8B170Q2 2026
PARK PRESIDIO CAPITAL LLC1596510$1.8B14Q2 2026
Frank, Rimerman Advisors LLC1977560$1.8B612Q2 2026
Cardinal Point Capital Management ULC1950841$1.8B294Q2 2026
GREEN VALLEY INVESTORS LLC1568338$1.8B28last filed Q3 2019
DAVIS CAPITAL PARTNERS, LLC1583119$1.8B30last filed Q2 2022
Atairos Group, Inc.1671122$1.8B5Q2 2026
Fifth Third Securities, Inc.73956$1.8B360Q2 2026
Simmons Bank1674486$1.8B369Q2 2026
Kryger Capital LLC2123957$1.8B109Q2 2026
Liberty 77 Capital L.P.1905374$1.8B3Q2 2026
Plato Investment Management Ltd1984475$1.8B496Q2 2026
Clarius Group, LLC1664214$1.8B384last filed Q4 2025
True Link Financial Advisors, LLC1846236$1.8B104Q2 2026
Kepler Cheuvreux (Suisse) SA2096459$1.7B162Q2 2026
MOGY JOEL R INVESTMENT COUNSEL INC1126735$1.7B121Q2 2026
Aventail Capital Group, LP1803822$1.7B155Q2 2026
PBCay One RSC Ltd2013737$1.7B18Q2 2026
Sather Financial Group Inc1568540$1.7B121Q2 2026
SHUFRO ROSE & CO LLC908195$1.7B311Q2 2026
Salient Capital Advisors, LLC1510769$1.7B43last filed Q3 2022
Goehring & Rozencwajg Associates, LLC1863154$1.7B41Q2 2026
AMI ASSET MANAGEMENT CORP1369702$1.7B99Q2 2026
FIDELIS CAPITAL PARTNERS, LLC1962755$1.7B538Q2 2026
GC Wealth Management RIA, LLC2011169$1.7B483Q2 2026
LEE DANNER & BASS INC939219$1.7B250Q2 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.911274$1.7B401Q2 2026
VALLEY WEALTH MANAGERS, INC.924166$1.7B345Q2 2026
PDS Planning, Inc838618$1.7B609Q2 2026
ALBION FINANCIAL GROUP /UT1054677$1.7B652Q2 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.1773830$1.7B240Q2 2026
HOWE & RUSLING INC769963$1.7B479Q2 2026
SSI INVESTMENT MANAGEMENT LLC938487$1.7B248Q2 2026
NOVO HOLDINGS A/S1388325$1.7B25Q2 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC2011882$1.7B324Q2 2026
QCI ASSET MANAGEMENT INC/NY930441$1.7B154last filed Q3 2021
GOLDENTREE ASSET MANAGEMENT LP1278951$1.7B31Q2 2026
FUKOKU MUTUAL LIFE INSURANCE Co1033324$1.7B256Q2 2026
First Trust Capital Management L.P.1604488$1.7B161Q2 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC1621802$1.7B181Q2 2026
Cadence Bank1299939$1.7B332last filed Q4 2025
L1 Capital International Pty Ltd2009023$1.7B21Q2 2026
Sienna Gestion2021242$1.7B178Q2 2026
BBVA USA844928$1.7B970last filed Q3 2021
Unigestion Holding SA1745879$1.7B161last filed Q1 2025
Ardmore Road Asset Management LP1835730$1.7B70Q2 2026
Amanah Holdings Trust2076121$1.7B20Q2 2026
QVT Financial LP1290162$1.7B79Q2 2026
Triad Wealth Partners, LLC2012717$1.7B553Q2 2026
FULTON BREAKEFIELD BROENNIMAN LLC1119254$1.7B208Q2 2026

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