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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
451London & Capital Asset Management LtdUnited Kingdom$9.18B223-5.0%
452Concurrent Investment Advisors, LLCFL$9.16B1,851+4.8%
453Rwa Wealth Partners, LLCMA$9.14B618-0.1%
454Meitav Investment House LtdIsrael$9.12B232+5.3%
455Vestmark Advisory Solutions, Inc.MA$9.02B1,327+21.7%
456Allianz SeGermany$9.02B473+16.1%
457Egerton Capital (Uk) LLPUnited Kingdom$9.01B24-2.1%
458Capstone Investment Advisors, LLCNY$9.00B786-8.6%
459Axiom Investors LLC /DeCT$8.99B121-21.1%
460Gateway Investment Advisers LLCOH$8.97B684-16.6%
461Atria Investments, IncNC$8.94B2,028+1.6%
462Ariel Investments, LLCIL$8.93B106-3.5%
463Horizon Investments, LLCNC$8.92B1,391+13.0%
464Factory Mutual Insurance CoMA$8.89B196-9.9%
465Platinum Equity Advisors, LLC/DeCA$8.88B6+7.9%
466Whittier Trust CoCA$8.86B1,343-4.0%
467Cooke & Bieler LPPA$8.84B103-7.8%
468River Road Asset Management, LLCKY$8.82B176-3.2%
469Mirova Us LLCMA$8.81B42-11.5%
470Cullen/Frost Bankers, Inc.TX$8.81B1,369-3.1%
471Mutual Of America Capital Management LLCNY$8.80B1,363-7.5%
472Oppenheimer Asset Management Inc.NY$8.76B1,113+7.7%
473Stratos Wealth Partners, Ltd.OH$8.75B1,617-0.6%
474Brookstone Capital ManagementIL$8.75B1,203+0.1%
475Blue Trust, Inc.TN$8.74B2,498-1.3%
476Prime Capital Investment Advisors, LLCKS$8.65B1,024+5.3%
477Banque Pictet & Cie SASwitzerland$8.63B374-13.6%
478Lmr Partners LLPUnited Kingdom$8.60B1,018+6.7%
479Maverick Capital LtdTX$8.60B239-7.6%
480Advisors Capital Management, LLCNJ$8.58B566+0.9%
481Norinchukin Bank, TheJapan$8.57B560-0.1%
482Icahn Carl CFL$8.55B12+1.3%
483Yousif Capital Management, LLCMI$8.52B1,858-6.6%
484Asr Vermogensbeheer N.V.Netherlands$8.50B532-1.1%
485Gardner Russo & Quinn LLCPA$8.50B86-8.3%
486Fiduciary Trust CoMA$8.46B865-3.9%
487Value Aligned Research Advisors, LLCNJ$8.44B53+73.0%
488Valmark Advisers, Inc.OH$8.41B673+3.8%
489Quadrature Capital LtdUnited Kingdom$8.40B1,313-14.2%
490Andra Ap-FondenSweden$8.39B396+3.7%
491Newedge Wealth, LLCCT$8.38B1,109-5.3%
492Modera Wealth Management, LLCNJ$8.34B635-3.5%
493Gilder Gagnon Howe & Co LLCNY$8.34B252-12.0%
494Vest Financial, LLCVA$8.33B414+5.6%
495Oppenheimer & Co IncNY$8.21B1,683+16.6%
496Sarasin & Partners LLPUnited Kingdom$8.20B88-14.9%
497Lgt Group FoundationLiechtenstein$8.19B283-10.7%
498Rubric Capital Management LPNY$8.16B81-2.4%
499Causeway Capital Management LLCCA$8.15B107+12.1%
500Choreo, LLCIL$8.15B1,613+3.8%

Showing 451–500 of 8,643

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