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Every 13F filer, ranked by book value

All 8,741 institutional managers that filed a Form 13F for the quarter ending 2026-03-31, largest first. Showing 1,501–1,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.

ManagerStateBook valuePositionsLargest holding
Progeny 3, Inc.WA$1.9B32
LANSDOWNE PARTNERS (UK) LLPX0$1.9B22
Black Creek Investment Management Inc.A6$1.9B25
Evanson Asset Management, LLCCA$1.9B321
Swan Global Investments, LLCCO$1.9B64
AMERICAN CAPITAL MANAGEMENT INCNY$1.9B75
BERKLEY W R CORPCT$1.9B345
CenterBook Partners LPCT$1.9B628
Goehring & Rozencwajg Associates, LLCNY$1.9B43
Mizuho Markets Cayman LPNY$1.9B78
StoneX Group Inc.NY$1.9B917
OXFORD FINANCIAL GROUP, LTD. LLCIN$1.9B302
Capstone Financial Advisors, Inc.IL$1.9B185
J.Safra Asset Management CorpNY$1.9B615
Accredited Investors Inc.MN$1.9B281
GREENWOOD GEARHART LLCAR$1.8B134
DEARBORN PARTNERS LLCIL$1.8B269
OneAscent Financial Services LLCAL$1.8B591
SMITH CHAS P & ASSOCIATES PA CPASFL$1.8B176
Sepio Capital, LPUT$1.8B369
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCCA$1.8B190
COMMUNITY TRUST & INVESTMENT COKY$1.8B140
Arvest Bank Trust DivisionOK$1.8B221
Regal Partners LtdC3$1.8B106
OCCUDO QUANTITATIVE STRATEGIES LPFL$1.8B727
SHANDA ASSET MANAGEMENT HOLDINGS LtdCA$1.8B6
ANGELES WEALTH MANAGEMENT, LLCCA$1.8B524
Kensington Asset Management, LLCTX$1.8B41
DRW Securities, LLCIL$1.8B1,104
CIDEL ASSET MANAGEMENT INCA6$1.8B436
Willis Investment CounselGA$1.8B123
Aprio Wealth Management, LLCGA$1.8B613
Diversified Enterprises, LLCDE$1.8B412
Dorsey & Whitney Trust CO LLCSD$1.8B710
HARVARD MANAGEMENT CO INCMA$1.8B17
MONEY CONCEPTS CAPITAL CORPFL$1.8B567
Lombard Odier Asset Management (Europe) LtdX0$1.8B183
SPINNAKER TRUSTME$1.8B285
CSS LLC/ILIL$1.8B739
RICE HALL JAMES & ASSOCIATES, LLCCA$1.8B243
WealthPlan Investment Management, LLCNE$1.8B455
BBR PARTNERS, LLCNY$1.8B253
BIT Capital GmbH2M$1.8B76
Cambria Investment Management, L.P.CA$1.8B643
Jacobi Capital Management LLCPA$1.8B632
COURIER CAPITAL LLCNY$1.8B385
JFS WEALTH ADVISORS, LLCPA$1.8B1,889
Kinetic Partners Management, LPFL$1.8B49
Berger Financial Group, IncMN$1.8B463
Essex Financial Services, Inc.CT$1.8B794
MOODY LYNN LIEBERSON & WALKER, LLCMA$1.8B250
OSTRUM ASSET MANAGEMENTI0$1.8B562
UNIVEST FINANCIAL CorpPA$1.8B254
First Interstate BankMT$1.8B187
Beacon Capital Management, Inc.OH$1.8B141
WADDELL & ASSOCIATES, LLCTN$1.8B449
Patriot Financial Group Insurance Agency, LLCMA$1.8B693
ATWOOD & PALMER INCMO$1.8B531
FOUNDERS FINANCIAL SECURITIES LLCMD$1.8B530
HITE Hedge Asset Management LLCMA$1.8B126
GRANDFIELD & DODD, LLCNY$1.8B209
Knights of Columbus Asset Advisors LLCCT$1.8B397
Contrarius Group Holdings LtdD0$1.8B39
Simplicity Wealth,LLCNJ$1.8B748
Saratoga Research & Investment ManagementCA$1.8B46
SUN LIFE FINANCIAL INCA6$1.8B45
NEA Management Company, LLCMD$1.8B26
Evensky & Katz LLCFL$1.8B72
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsOH$1.8B403
Campbell & CO Investment Adviser LLCMD$1.8B1,013
Symmetry Partners, LLCCT$1.8B209
Principle Wealth Partners LLCCT$1.7B380
Foster Victor Wealth Advisors, LLCSC$1.7B242
Voss Capital, LPTX$1.7B39
CAS Investment Partners, LLCCT$1.7B5
DNCA FINANCEI0$1.7B105
GUARDCAP ASSET MANAGEMENT LtdX0$1.7B27
MEEDER ASSET MANAGEMENT INCOH$1.7B890
Siemens Fonds Invest GmbH2M$1.7B548
NWAM LLCWA$1.7B621
ROFFMAN MILLER ASSOCIATES INC /PA/PA$1.7B85
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.MN$1.7B163
Regal Investment Advisors LLCMI$1.7B653
McKinley Carter Wealth Services, Inc.WV$1.7B300
Ocean Park Asset Management, LLCCA$1.7B56
Aaron Wealth Advisors LLCIL$1.7B690
Commodore Capital LPNY$1.7B36
GUYASUTA INVESTMENT ADVISORS INCPA$1.7B268
Maven Securities LTDY9$1.7B164
REBALANCE, LLCCA$1.7B101
Strategic Blueprint, LLCGA$1.7B635
BARR E S & COKY$1.7B108
Main Street Research LLCCA$1.7B148
Willis Johnson & Associates, Inc.TX$1.7B190
Legacy Wealth Management, LLCTN$1.7B30
Verdence Capital Advisors LLCMD$1.7B638
READYSTATE ASSET MANAGEMENT LPIL$1.7B404
Gobi Capital LLCCA$1.7B10
BAR HARBOR WEALTH MANAGEMENTNH$1.7B266
Financiere des Professionnels - Fonds d'investissement inc.A8$1.7B343
Affinity Asset Advisors, LLCNY$1.7B95
Segment Wealth Management, LLCTX$1.7B308
Standard Investments LLCNY$1.7B11
Rock Springs Capital Management LPMD$1.7B100
ALPINE ASSOCIATES MANAGEMENT INC.FL$1.7B70
Summit Global InvestmentsUT$1.7B483
Wesleyan Assurance SocietyX0$1.7B106
PDT Partners, LLCNY$1.7B527
GOLDENTREE ASSET MANAGEMENT LPNY$1.7B29
Texas Capital Bank Wealth Management Services IncTX$1.7B346
Bridgewater Advisors Inc.NY$1.7B456
Ribbit Management Company, LLCCA$1.7B14
Jaffetilchin Investment Partners, LLCFL$1.7B461
LMCG INVESTMENTS, LLCMA$1.7B220
Traynor Capital Management, Inc.PA$1.7B307
L1 Capital International Pty LtdC3$1.7B23
THOROUGHBRED FINANCIAL SERVICES, LLCTN$1.7B574
HHLR ADVISORS, LTD.E9$1.7B38
Garde Capital, Inc.WA$1.7B198
Wealthspire Retirement, LLCCA$1.7B310
Cerity Partners OCIO LLCNY$1.7B25
GDS Wealth ManagementTX$1.7B200
ADAR1 Capital Management, LLCTX$1.7B294
Global Alpha Capital Management Ltd.A8$1.7B54
Recurrent Investment Advisors LLCTX$1.7B67
Fragasso Financial Advisors IncPA$1.7B321
Fiduciary Alliance LLCSC$1.7B547
PATTEN & PATTEN INC/TNTN$1.7B338
BOK Financial Private Wealth, Inc.CO$1.7B448
COMPASS CAPITAL MANAGEMENT, INCMN$1.7B87
Bpifrance SAI0$1.7B2
Leonteq Securities AGV8$1.7B1,194
Anomaly Capital Management, LPNY$1.7B21
North Star Investment Management Corp.IL$1.7B1,700
CACTI ASSET MANAGEMENT LLCGA$1.6B78
Empire Life Investments Inc.A6$1.6B110
TIAA TRUST, NATIONAL ASSOCIATIONNC$1.6B390
CREATIVE FINANCIAL DESIGNS INC /ADVIN$1.6B2,162
Greenspring Advisors, LLCMD$1.6B318
PRAXIS INVESTMENT MANAGEMENT INCIN$1.6B789
LBMC INVESTMENT ADVISORS, LLCTN$1.6B230
ADELL HARRIMAN & CARPENTER INCTX$1.6B163
UNC Management Company, Inc.NC$1.6B5
Milestone Resources Group LtdC0$1.6B9
NWI MANAGEMENT LPNY$1.6B48
Cardinal Point Capital Management ULCA6$1.6B286
AE INDUSTRIAL PARTNERS, LPFL$1.6B4
FRANKLIN STREET ADVISORS INC /NCNC$1.6B172
Stratos Wealth Advisors, LLCOH$1.6B609
SRB CORPMA$1.6B23
Sather Financial Group IncTX$1.6B109
Granite Investment Partners, LLCCA$1.6B263
Covalis Capital LLPX0$1.6B122
WOODMONT INVESTMENT COUNSEL LLCTN$1.6B263
CHECK CAPITAL MANAGEMENT INC/CACA$1.6B49
HSG Holding LtdK3$1.6B20
True Link Financial Advisors, LLCCA$1.6B418
Legacy Private Trust Co.WI$1.6B257
BROWNING WEST LPCA$1.6B5
INVICTUS PRIVATE WEALTH, LLCCO$1.6B84
Morningstar Investment Management LLCIL$1.6B315
Parcion Private Wealth LLCWA$1.6B434
Kathmere Capital Management, LLCPA$1.6B617
S&CO INCMA$1.6B218
Aristotle Capital Boston, LLCMA$1.6B122
GSA CAPITAL PARTNERS LLPX0$1.6B1,664
JANA Partners Management, LPNY$1.6B10
Roundview Capital LLCNJ$1.6B340
Koshinski Asset Management, Inc.IL$1.6B727
Nantahala Capital Management, LLCCT$1.6B130
SHAPIRO CAPITAL MANAGEMENT LLCGA$1.6B50
MOGY JOEL R INVESTMENT COUNSEL INCCA$1.6B114
Intesa Sanpaolo S.p.A.L6$1.6B218
FIRST AMERICAN BANKIL$1.6B188
LEE DANNER & BASS INCTN$1.6B246
Vanguard National Trust CoPA$1.6B751
Sunbelt Securities, Inc.TX$1.6B2,954
Forest Avenue Capital Management LPFL$1.6B25
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.NJ$1.6B703
DigitalBridge Group, Inc.FL$1.6B59
HIGHBRIDGE CAPITAL MANAGEMENT LLCNY$1.6B361
Kynam Capital Management, LPNJ$1.6B36
GUARDIAN WEALTH ADVISORS, LLC / NCNC$1.6B602
FOSTER DYKEMA CABOT & PARTNERS, LLCMA$1.6B323
Alaska Permanent Fund CorpAK$1.6B7
STEPHENS GROUP ASSET MANAGEMENT, LLCAR$1.6B26
AMI ASSET MANAGEMENT CORPCA$1.6B96
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.TN$1.6B236
FERNBRIDGE CAPITAL MANAGEMENT LPCA$1.6B17
BEESE FULMER INVESTMENT MANAGEMENT, INC.OH$1.6B435
1900 WEALTH MANAGEMENT LLCTX$1.6B253
LAKEWOOD CAPITAL MANAGEMENT, LPNY$1.6B62
TRUSTMARK BANK TRUST DEPARTMENTMS$1.6B271
VALLEY WEALTH MANAGERS, INC.NJ$1.6B316
Boston Common Asset Management, LLCMA$1.6B186
MUFG SECURITIES AMERICAS INC.NY$1.6B504
Bristol Gate Capital Partners Inc.A6$1.6B31
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/UT$1.6B1,529
Cornerstone Wealth Group, LLCNC$1.6B441
ALBION FINANCIAL GROUP /UTUT$1.5B737
NICHOLS & PRATT ADVISERS LLP /MAMA$1.5B105
B. Riley Wealth Advisors, Inc.TN$1.5B803
Plante Moran Financial Advisors, LLCMI$1.5B718
Fifth Third Securities, Inc.OH$1.5B341
Charles Schwab Trust CoNV$1.5B165
Icon Wealth Advisors, LLCTX$1.5B389
Soltis Investment Advisors LLCUT$1.5B554
SAGE FINANCIAL GROUP INCPA$1.5B107
FJ Investments, LLCUT$1.5B5
FULTON BREAKEFIELD BROENNIMAN LLCMD$1.5B200
Sienna GestionI0$1.5B136
HOWE & RUSLING INCNY$1.5B477
Cryder Capital Partners LLPX0$1.5B10
FUKOKU MUTUAL LIFE INSURANCE CoM0$1.5B235
Atlas FRM LLCCT$1.5B23
NBT BANK N A /NYNY$1.5B1,073
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDL3$1.5B55
Frank, Rimerman Advisors LLCCA$1.5B590
CERTUITY, LLCFL$1.5B656
TOMS Capital Investment Management LPNY$1.5B14
Cinctive Capital Management LPNY$1.5B349
Azora Capital LPFL$1.5B45
Meridiem Capital Partners LPTX$1.5B62
MFF Capital Investments LtdC3$1.5B19
Ardmore Road Asset Management LPCT$1.5B64
SVB WEALTH LLCMA$1.5B383
Eversept Partners, LPNY$1.5B104
ARES MANAGEMENT LLCCA$1.5B37
PDS Planning, IncOH$1.5B561
FAIRHOLME CAPITAL MANAGEMENT LLCFL$1.5B10
GENERAL AMERICAN INVESTORS CO INCNY$1.5B68
OAK RIDGE INVESTMENTS LLCIL$1.5B181
Redmile Group, LLCCA$1.5B35
Howard Capital Management Group, LLCCA$1.5B143
F/m Investments LLCDC$1.5B333
Kepler Cheuvreux (Suisse) SAV8$1.5B171
BOSTON FAMILY OFFICE LLCMA$1.5B310
Johnson Financial Group, LLCCO$1.5B185
Aureus Asset Management, LLCMA$1.5B225
Theleme Partners LLPX0$1.5B9
Rheos Capital Works Inc.M0$1.5B73
No Street GP LPCA$1.5B31
SEVEN GRAND MANAGERS, LLCNY$1.5B167
EARNED WEALTH ADVISORS, LLCCA$1.5B466
NORRIS PERNE & FRENCH LLP/MIMI$1.5B139
Maple Capital Management, Inc.VT$1.5B119
Simmons BankAR$1.5B343
Quintet Private Bank (Europe) S.A.N4$1.5B187
ARMSTRONG ADVISORY GROUP, INCMA$1.5B958
RUSH ISLAND MANAGEMENT, LPNY$1.5B22

This box filters the 250 rows on this pg only. To search all 8,741 filers at once, use the search on the main pg.

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test