HolderBook

Q3 2026

What institutions reported holding as of 2026-09-30. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Q3 2026 is still being filed. 421 managers have reported so far, about 5% of the previous quarter, so holder counts and totals on this page will rise as the rest arrive. Filings are due 45 days after the quarter ends and most managers file in the final days.

Largest filers

FilerValue Positions
CONGRESS ASSET MANAGEMENT CO$15.4B406
Farther Finance Advisors, LLC$14.2B6,151
Artemis Investment Management LLP$11.5B200
Two Seas Capital LP$8.7B39
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$8.4B431
Apella Capital, LLC$7.9B768
Douglas Lane & Associates, LLC$7.5B246
SAPIENT CAPITAL LLC$7.4B392
Gradient Investments LLC$7.0B457
EASTERN BANK$6.6B1,107
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.0B294
Valeo Financial Advisors, LLC$4.7B832
Fenimore Asset Management Inc$4.6B93
ZEVENBERGEN CAPITAL INVESTMENTS LLC$4.4B118
Wedmont Private Capital$4.2B1,002
REINHART PARTNERS, LLC.$4.1B72
Hamlin Capital Management, LLC$4.0B28
SigFig Wealth Management, LLC$4.0B150
Venture Visionary Partners LLC$3.8B685
MassMutual Private Wealth & Trust, FSB$3.8B2,398
PARK NATIONAL CORP /OH/$3.7B314
Avidian Wealth Enterprises, LLC$3.6B743
CoreCap Advisors, LLC$3.5B3,146
ARGENT CAPITAL MANAGEMENT LLC$3.1B172
GAMMA Investing LLC$3.0B4,329
CHICKASAW CAPITAL MANAGEMENT LLC$2.8B95
ROCKLAND TRUST CO$2.6B320
Acropolis Investment Management, LLC$2.5B379
Quintet Private Bank (Europe) S.A.$2.3B192
Sound Income Strategies, LLC$2.2B478
Oak Grove Capital LLC$2.2B104
Stairway Partners, LLC$2.1B18
ATWOOD & PALMER INC$1.9B496
CACTI ASSET MANAGEMENT LLC$1.9B79
Legacy Private Trust Co.$1.8B268
Hamilton Capital, LLC$1.8B155
VALLEY WEALTH MANAGERS, INC.$1.8B345
STEPHENS GROUP ASSET MANAGEMENT, LLC$1.8B26
ARMSTRONG ADVISORY GROUP, INC$1.7B1,040
Everhart Financial Group, Inc.$1.6B495
AVITY INVESTMENT MANAGEMENT INC.$1.6B120
YHB Investment Advisors, Inc.$1.6B314
RVW Wealth, LLC$1.6B185
TITLEIST ASSET MANAGEMENT, LLC$1.5B424
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.5B160
First Heartland Consultants, Inc.$1.5B592
TOMPKINS FINANCIAL CORP$1.4B558
KWMG, LLC$1.4B155
FIRST FINANCIAL BANK - TRUST DIVISION$1.4B205
Bank of Finland$1.4B4

Most new positions opened

Ticker Filers openingTotal holders Reported value
XOM173200$830.6M
SPCX84135$366.9M
HONA39104$198.5M
HON38109$219.0M
MBGL3638$14.5M
PLTR32147$647.1M
MU25196$1.9B
PSX24124$212.1M
CRWD23126$643.2M
MPC22101$203.8M
CVX19236$1.4B
PANW18152$947.0M
HPE1766$138.4M
META16258$2.3B
AMGN16166$637.8M
CRM15117$340.0M
DELL15103$553.8M
ACN1597$666.0M
SHEL1588$116.2M
AMD14201$1.4B
PFE14149$386.7M
ETN14138$704.4M
COP14130$464.4M
NOW1493$307.2M
MDT14114$315.4M

Largest reported positions

TickerValue HoldersChange
AAPL$8.5B340-5,814
NVDA$7.9B318-5,688
MSFT$7.3B336-5,915
IVV$6.1B239-3,877
QQQ$5.8B236-3,906
GOOGL$5.0B300-5,516
SPY$4.9B258-4,533
AMZN$3.9B312-5,848
LLY$3.8B246-4,396
VOO$3.6B246-3,761
VEA$2.8B181-2,831
VTI$2.7B218-3,472
AVGO$2.7B256-4,598
BRKB$2.6B275-4,661
JPM$2.4B274-4,887
META$2.3B258-4,834
GOOG$2.3B265-5,004
IEFA$2.2B153-2,313
MU$1.9B196-3,729
V$1.9B235-4,366
JNJ$1.8B258-4,449
VTV$1.8B158-2,647
IJH$1.7B165-2,582
AGG$1.7B118-1,990
VUG$1.7B172-2,724