FBInvestor
Institutional Research

Institutional Funds

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

#FundLocationPortfolio ValueHoldingsQoQ Change
501Williams Jones Wealth Management, LLC.NY$8.14B514-8.1%
502Compagnie Lombard Odier ScmaSwitzerland$8.13B426-11.6%
503Kestra Private Wealth Services, LLCTX$8.11B1,757+0.8%
504Wellcome Trust Ltd (The) As Trustee Of The Wellcome TrustUnited Kingdom$8.09B21-13.1%
505Allen Investment Management, LLCNY$8.09B221-10.4%
506Vinva Investment Management LtdAustralia$8.07B435+0.6%
507Madison Asset Management, LLCWI$8.06B349-7.2%
508Coldstream Capital Management IncWA$8.06B1,191+4.7%
509Foundations Investment Advisors, LLCAZ$8.06B1,153+5.7%
510Fiduciary Management Inc /Wi/WI$8.06B62-11.4%
511Midwest Trust CoKS$8.02B593+0.0%
512Engineers Gate Manager LPNY$8.00B2,137-5.1%
513Stephens Inc /Ar/AR$7.99B1,311-0.6%
514Jefferies Financial Group Inc.NY$7.91B1,255-33.6%
515Champlain Investment Partners, LLCVT$7.88B130-20.2%
516Illinois Municipal Retirement FundIL$7.86B1,127-1.5%
517Summit Financial, LLCNJ$7.85B1,397+15.3%
518Bartlett & Co. Wealth Management LLCOH$7.82B1,270+2.4%
519Pinnacle Associates LtdNY$7.78B955-0.2%
520Everett Harris & Co /Ca/CA$7.76B322-6.0%
521Investment Management Corp Of OntarioCanada$7.76B664+3.3%
522Whale Rock Capital Management LLCMA$7.74B35-1.0%
523Welch & Forbes LLCMA$7.73B368-6.3%
524Sb Investment Advisers (Uk) LtdUnited Kingdom$7.73B10-22.7%
525Magellan Asset Management LtdAustralia$7.71B79-6.3%
526Abn Amro Investment SolutionsFrance$7.67B602+13.6%
527Oregon Public Employees Retirement FundOR$7.58B1,510-3.7%
528Ofi Invest Asset ManagementFrance$7.56B347+7.9%
529Aegon Asset Management Uk PLCUnited Kingdom$7.55B162-10.2%
530Advisory Services Network, LLCGA$7.52B4,827+6.4%
531Yacktman Asset Management LPTX$7.50B76+5.0%
532Jain Global LLCNY$7.40B892-24.6%
533Bridges Investment Management IncNE$7.38B396-6.4%
534Hbk Investments L PTX$7.37B194-13.5%
535Gendell Jeffrey LCT$7.34B101+28.1%
536Canoe Financial LPAlberta$7.34B112-0.4%
537Kingsview Wealth Management, LLCOR$7.32B1,312+5.5%
538Ferguson Wellman Capital Management, IncOR$7.32B406+17.3%
539Lbp Am SAFrance$7.31B388-15.2%
540Stephens Investment Management Group LLCAR$7.30B173-5.0%
541Composition Wealth, LLCCA$7.28B884+4.4%
542Citizens Financial Group Inc/RiRI$7.19B837-3.7%
543Ballentine Partners, LLCMA$7.18B1,014+0.9%
544Deerfield Management Company, L.P.NY$7.18B73+4.9%
545Findlay Park Partners LLPUnited Kingdom$7.17B56-8.5%
546Umb Bank, N.A.MO$7.16B2,284-4.7%
547Union Bancaire Privee, Ubp SASwitzerland$7.14B464-14.6%
548Groupe La FrancaiseFrance$7.14B417+4.3%
549Saturna Capital CorpWA$7.13B148-5.5%
550Manning & Napier Advisors LLCNY$7.09B611-7.9%

Showing 501–550 of 8,643

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