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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 2,001–2,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.

ManagerStateBook valuePositionsLargest holding
First Long Island Investors, LLCNY$1.2B70
Harvey Partners, LLCNY$1.2B45
Magnus Financial Group LLCNY$1.2B369
WINDWARD CAPITAL MANAGEMENT CO /CACA$1.2B69
INTRUST BANK NAKS$1.2B407
Inspire Advisors, LLCID$1.2B656
Winthrop Advisory Group LLCMA$1.2B194
Strategy Capital LLCCA$1.2B11
Polaris Capital Management, LLCMA$1.2B84
PETREDIS INVESTMENT ADVISORS LLCPA$1.2B107
Delta Global Management LPNY$1.2B154
Baskin Financial Services Inc.A6$1.2B53
Gillson Capital LPIL$1.2B69
Coliseum Capital Management, LLCCT$1.2B13
Clean Energy Transition LLPX0$1.2B14
Atairos Group, Inc.PA$1.2B4
Diversified Portfolios, Inc.MI$1.2B174
Stonebridge Financial Group, LLCPA$1.2B262
SG Capital Management LLCIL$1.2B79
Kimelman & Baird, LLCNY$1.2B263
Inspire Investing, LLCID$1.2B1,107
NEUMEIER POMA INVESTMENT COUNSEL LLCCA$1.2B41
SlateStone Wealth, LLCFL$1.2B291
Central Securities CorpNY$1.2B30
Tortoise Investment Management, LLCNY$1.2B245
Leith Wheeler Investment Counsel Ltd.A1$1.2B84
MidFirst BankCO$1.2B926
Hodges Capital Management Inc.TX$1.2B204
Tanglewood Wealth Management, Inc.TX$1.2B38
Richard C. Young & CO., LTD.RI$1.2B93
Danmarks NationalbankG7$1.2B1
Vivo Capital, LLCCA$1.2B46
a16z Perennial Management, L.P.CA$1.2B142
DT Investment Partners, LLCPA$1.2B517
W.G. Shaheen & Associates DBA Whitney & CoNY$1.2B175
JNBA Financial AdvisorsMN$1.2B819
FountainVest China Capital Partners GP3 Ltd.E9$1.2B2
SPX Gestao de Recursos LtdaD5$1.2B73
Guardian Partners Inc.Z4$1.2B192
Amplius Wealth Advisors, LLCPA$1.2B175
Anchor Investment Management, LLCSC$1.2B1,067
Callahan Advisors, LLCTX$1.2B177
KWMG, LLCKS$1.2B147
CONDOR CAPITAL MANAGEMENTNJ$1.2B174
JTC Employer Solutions Trustee LtdY9$1.2B308
TCV Trust & Wealth Management, Inc.VA$1.2B215
Koss-Olinger Consulting, LLCFL$1.2B254
MAPLELANE CAPITAL, LLCNY$1.2B35
Sone Capital Management, LLCNY$1.2B101
Main Management Fund Advisors LLCCA$1.2B6
Talbot Financial, LLCWA$1.2B66
BRANDYWINE OAK PRIVATE WEALTH LLCPA$1.2B229
PKO Investment Management Joint-Stock CoR9$1.2B220
Parvus Asset Management Jersey LtdY9$1.2B1
ARS Wealth Advisors Group, LLCFL$1.2B198
FORBES J M & CO LLPMA$1.2B150
CHAI TRUST CO LLCIL$1.2B11
NAYA CAPITAL MANAGEMENT UK LTDX0$1.2B4
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.R9$1.2B51
MCDANIEL TERRY & COTX$1.2B81
Oxbow Advisors, LLCTX$1.2B245
Everhart Financial Group, Inc.OH$1.2B464
Transamerica Financial Advisors, LLCIA$1.2B1,940
Crewe Advisors LLCUT$1.2B1,038
Fiduciary Group, LLCGA$1.2B295
O'Connor Alternative Investments LLCNY$1.2B121
Journey Advisory Group, LLCKY$1.2B242
BANK OF NOVA SCOTIA TRUST COA6$1.2B161
AMICA MUTUAL INSURANCE CORI$1.2B144
GERMAN AMERICAN BANCORP, INC.IN$1.2B148
ANDERSON HOAGLAND & COMO$1.2B136
Sandhill Capital Partners LLCNY$1.2B95
Flagship Pioneering, LLCMA$1.2B5
AltraVue Capital, LLCWA$1.2B27
Bramshill Investments, LLCFL$1.2B155
SNS Financial Group, LLCMN$1.2B208
Townsend & Associates, IncCO$1.2B113
FourThought Financial Partners, LLCFL$1.2B384
MMCAP International Inc. SPCE9$1.2B244
Symetra Investment Management CoCT$1.2B6
Ledyard National BankNH$1.2B236
Hartford Funds Management Co LLCPA$1.2B96
TRUST POINT INC.WI$1.2B521
KLCM Advisors, Inc.WI$1.1B256
GODSEY & GIBB, INCVA$1.1B389
NewSquare Capital LLCPA$1.1B202
Hikari Power LtdM0$1.1B51
Concentric Capital Strategies, LPCT$1.1B306
SWF LLCNE$1.1B11
Heartwood Wealth Advisors LLCVA$1.1B223
MEANS INVESTMENT CO., INC.ME$1.1B192
HENGEHOLD CAPITAL MANAGEMENT LLCOH$1.1B212
Spartan Wealth Advisory Services LLCMI$1.1B310
Wescott Financial Advisory Group, LLCPA$1.1B192
Northside Capital Management, LLCOR$1.1B193
Pale Fire Capital SE2N$1.1B60
Arlington Trust Co LLCAL$1.1B844
Rossmore Private CapitalCT$1.1B329
SP Asset Management LLCCA$1.1B119
Hook Mill Capital Partners, LPNY$1.1B39
Oriental Harbor Investment Master FundK3$1.1B12
140 Summer Partners LPNY$1.1B20
Park West Asset Management LLCCA$1.1B48
American TrustKY$1.1B313
Indivisible PartnersFL$1.1B482
LRI Investments, LLCFL$1.1B1,415
Fort Baker Capital Management LPCA$1.1B115
Parkwood LLCOH$1.1B85
DARK FOREST CAPITAL MANAGEMENT LPNY$1.1B766
First Business Financial Services, Inc.WI$1.1B192
WOODSTOCK CORPMA$1.1B156
Estate Counselors, LLCWI$1.1B97
Wealth Architects, LLCCA$1.1B244
FISHMAN JAY A LTD/MIMI$1.1B76
Salomon & Ludwin, LLCVA$1.1B2,097
PRIVATE TRUST CO NAOH$1.1B2,607
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCDC$1.1B175
Caldwell Trust CoFL$1.1B784
CANANDAIGUA NATIONAL CORPNY$1.1B310
Waratah Capital Advisors Ltd.A6$1.1B98
Advyzon Investment Management, LLCIL$1.1B675
First Light Asset Management, LLCMN$1.1B35
Certified Advisory CorpFL$1.1B318
Verus Financial Partners, Inc.VA$1.1B121
North of South Capital LLPX0$1.1B29
Rockbridge Investment Management, LCCNY$1.1B137
TD Capital Management LLCTN$1.1B853
Emerald Investment Advisers, LLCPA$1.1B251
RKL Wealth Management LLCPA$1.1B179
JACKSON THORNTON WEALTH MANAGEMENT, LLCAL$1.1B286
Allen Capital Group, LLCNE$1.1B282
J. L. Bainbridge & Co., Inc.FL$1.1B103
Bain Capital Life Sciences Investors, LLCMA$1.1B20
Rothschild Wealth LLCIL$1.1B596
YCG, LLCTX$1.1B42
AWM CAPITAL, LLCAZ$1.1B113
Conservest Capital Advisors, Inc.PA$1.1B127
Irenic Capital Management LPNY$1.1B41
Hilltop Holdings Inc.TX$1.1B634
PINKERTON WEALTH, LLCID$1.1B138
Legato Capital Management LLCCA$1.1B726
DV Trading LLCIL$1.1B322
DELTA ASSET MANAGEMENT LLC/TNTN$1.1B596
Consolidated Portfolio Review CorpNY$1.1B34
Abacus Wealth Partners, LLCCA$1.1B504
Khrom Capital Management LLCFL$1.1B14
Elequin Capital, LPNY$1.1B616
Petersen Hastings Wealth Advisors Inc.WA$1.1B81
Corebridge Financial, Inc.TX$1.1B3
MATRIX ASSET ADVISORS INC/NYNY$1.1B105
MMBG INVESTMENT ADVISORS CO.FL$1.1B172
Pitcairn Wealth Advisors LLCPA$1.1B271
SORA INVESTORS LLCPA$1.1B77
Atalan Capital Partners, LPNY$1.1B10
Heron Bay Capital ManagementMI$1.1B78
CONNORS INVESTOR SERVICES INCPA$1.1B149
Electrum Group LLCNY$1.1B8
Telemark Asset Management, LLCMA$1.1B53
Mint Tower Capital Management B.V.P7$1.1B331
MOTCOTX$1.1B598
683 Capital Management, LLCNY$1.1B208
IBEX WEALTH ADVISORSNJ$1.1B203
SIR Capital Management, L.P.NY$1.1B88
Trust CoKS$1.1B907
Zuckerman Investment Group, LLCIL$1.1B135
E20 Capital LtdK3$1.1B22
INFRASTRUCTURE CAPITAL ADVISORS, LLCNY$1.1B144
Laurion Capital Management LPNY$1.1B189
Clark Asset Management, LLCNH$1.1B267
BlueCrest Capital Management LtdY9$1.1B184
LVM CAPITAL MANAGEMENT LTD/MIMI$1.1B160
Hackensack Meridian Health, Inc.NJ$1.1B7
WEBSTER BANK, N. A.CT$1.1B682
Cornerstone Advisory, LLCMD$1.1B258
Kintegral Advisory, LLCNY$1.1B233
MONOGRAPH WEALTH ADVISORS, LLCCA$1.1B144
BFSG, LLCCA$1.1B747
Shepherd Financial Partners LLCMA$1.1B240
TRUST CO OF TOLEDO NA /OH/OH$1.1B858
Syntegra Private Wealth Group, LLCMO$1.1B189
HORAN Wealth, LLCOH$1.1B196
L2 Asset Management, LLCMA$1.1B397
SPIREPOINT PRIVATE CLIENT, LLCFL$1.1B322
Nemes Rush Group LLCMI$1.1B936
MOODY NATIONAL BANK TRUST DIVISIONTX$1.1B501
Compass Ion Advisors, LLCPA$1.0B279
TRUE Private Wealth AdvisorsOR$1.0B266
Asset Advisors Investment Management, LLCGA$1.0B106
Apriem AdvisorsCA$1.0B186
Financial Synergies Wealth Advisors, Inc.TX$1.0B111
AMERICAN NATIONAL BANK & TRUSTTX$1.0B615
WAYCROSS PARTNERS, LLCKY$1.0B76
Randolph Co IncOH$1.0B43
Hudson Way Capital Management LLCTX$1.0B16
Octavia Wealth Advisors, LLCOH$1.0B238
CCM INVESTMENT ADVISERS LLCSC$1.0B93
Telos Capital Management, Inc.CA$1.0B191
Royal Fund Management, LLCFL$1.0B257
Continuum Advisory, LLCID$1.0B453
Boussard & Gavaudan Investment Management LLPX0$1.0B84
NORDEN GROUP LLCUT$1.0B615
RDST Capital LLCWA$1.0B20
Optimus Prime Fund Management Co., Ltd.E9$1.0B27
Linden Thomas Advisory Services, LLCNC$1.0B530
Nadler Financial Group, Inc.IL$1.0B135
Morgan Stanley Institutional Investment Advisors LLCCO$1.0B5
Marks Group Wealth Management, IncMN$1.0B337
E-L Financial Corp LtdA6$1.0B1
CLOUGH CAPITAL PARTNERS L PMA$1.0B95
TOWER BRIDGE ADVISORSPA$1.0B221
COMMON FUND FOR NONPROFIT ORGANIZATIONSCT$1.0B26
Condire Management, LPTX$1.0B19
Tanager Wealth Management LLPX0$1.0B145
RW Investment Management LLCID$1.0B113
J. Stern & Co. LLPX0$1.0B49
MIRABELLA FINANCIAL SERVICES LLPX0$1.0B884
Tributary Capital Management, LLCNE$1.0B164
Oak Thistle LLCNY$1.0B452
Bison Wealth, LLCGA$1.0B453
SAMSARA BIOCAPITAL, LLCCA$1.0B22
BTG Pactual Asset Management US LLCNY$1.0B304
MADRONE ADVISORS, LLCCO$1.0B5
Kohmann Bosshard Financial Services, LLCOH$1.0B209
LVW Advisors, LLCNY$1.0B435
IMA Advisory Services, Inc.CO$1.0B1,033
MASON STREET ADVISORS, LLCWI$1.0B15
PENN DAVIS MCFARLAND INCTX$1.0B75
CROSSLINK CAPITAL INCCA$1.0B21
CARRET ASSET MANAGEMENT, LLCNY$1.0B293
EQT Fund Management S.a r.l.N4$1.0B5
Silicon Valley Capital PartnersCA$1.0B454
Galileo (PTC) LtdDC$1.0B3
MV CAPITAL MANAGEMENT, INC.MD$1.0B1,197
Global Strategic Investment Solutions, LLCAZ$1.0B144
CONNABLE OFFICE INCMI$1.0B224
Versant Capital Management, IncAZ$1.0B2,777
Baader Bank Aktiengesellschaft2M$1.0B380
Melqart Asset Management (UK) LtdX0$1.0B41
LODESTAR PRIVATE ASSET MANAGEMENT LLCCA$1.0B232
JACOBS & CO/CACA$1.0B124
WEALTH ALLIANCE, LLCNY$1.0B548
GRS Advisors, LLCIL$1.0B32
Laurel Wealth Advisors LLCNC$1.0B192
KWB WealthCA$1.0B166
Artal Group S.A.N4$1.0B2
Gleason Group, Inc.KY$1.0B229
Crescent Grove Advisors, LLCIL$1.0B300
Euro Pacific Asset Management, LLCPR$1.0B96
Coastline Trust CoRI$1.0B408
ALLEN HOLDING INC /NYNY$1.0B9

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