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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
1Blackrock, Inc.NY$5.69T5,413-3.2%
2State Street CorpMA$2.89T4,102-2.8%
3Fmr LLCMA$1.89T5,218-3.2%
4Morgan StanleyNY$1.66T8,112-0.9%
5Geode Capital Management, LLCMA$1.61T4,511-0.8%
6Jpmorgan Chase & CoNY$1.47T6,228-0.8%
7Bank Of America Corp /De/NC$1.37T5,561-0.5%
8Goldman Sachs Group IncNY$760.62B5,435+8.3%
9Northern Trust CorpIL$756.58B4,396-3.5%
10Capital World InvestorsCA$732.79B613-0.3%
11Charles Schwab Investment Management IncCA$654.47B3,455+1.7%
12Invesco Ltd.GA$652.43B3,684+0.2%
13Capital Research Global InvestorsCA$644.55B458+19.0%
14Ubs Group AGSwitzerland$563.29B9,003+11.6%
15Bank Of New York Mellon CorpNY$543.79B4,175-4.2%
16Wellington Management Group LLPMA$534.75B1,769-6.1%
17Royal Bank Of CanadaOntario$527.22B6,857-7.2%
18Wells Fargo & Company/MnCA$500.14B6,352-2.3%
19Dimensional Fund Advisors LPTX$481.39B3,215+1.0%
20Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLCNY$480.88B3,802+1.7%
21Legal & General Group PLCUnited Kingdom$432.39B3,362-4.1%
22Ameriprise Financial IncMN$430.42B3,956-2.6%
23Capital International InvestorsCA$426.51B437-33.1%
24Franklin Resources IncCA$405.70B3,057+0.2%
25Lpl Financial LLCSC$376.17B5,754+2.8%
26Envestnet Asset Management IncPA$373.58B4,703+10.8%
27Nuveen, LLCNC$368.77B3,194-3.3%
28AmundiFrance$367.10B1,967+7.3%
29Raymond James Financial IncFL$324.24B5,128+0.9%
30Alliancebernstein L.P.TN$308.81B3,226-2.5%
31Deutsche Bank AG\Germany$302.29B3,508-1.4%
32Mirae Asset Global Investments Co., Ltd.South Korea$299.33B1,568+730.7%
33Massachusetts Financial Services Co /Ma/MA$297.20B940-4.1%
34Fisher Asset Management, LLCTX$294.89B1,016+0.6%
35Barclays PLCUnited Kingdom$279.69B4,236+12.4%
36Berkshire Hathaway IncNE$263.10B29-4.0%
37Bank Of Montreal /Can/Ontario$243.10B3,136-2.8%
38Aqr Capital Management LLCCT$218.37B3,739+14.6%
39Janus Henderson Group PLCUnited Kingdom$209.44B2,407-6.2%
40Jones Financial Companies LllpMO$208.07B4,724+26.9%
41American Century Companies IncMO$193.71B2,823-2.4%
42Principal Financial Group IncIA$187.24B2,177-4.4%
43Arrowstreet Capital, Limited PartnershipMA$184.75B1,810+8.2%
44Dodge & CoxCA$181.98B222-1.8%
45Swiss National BankSwitzerland$173.79B2,301+3.4%
46Pnc Financial Services Group, Inc.PA$173.21B5,156-5.4%
47Hsbc Holdings PLCUnited Kingdom$167.41B2,377-4.6%
48California Public Employees Retirement SystemCA$162.49B1,064-7.1%
49Northwestern Mutual Wealth Management CoWI$162.43B4,112+2.7%
50Citigroup IncNY$156.63B4,934+7.2%

Showing 1–50 of 8,643

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