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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
551Amova Asset Management Americas, Inc.NY$7.07B186-18.3%
552Forum Financial Management, LPIL$7.07B331-8.0%
553Longview Partners (Guernsey) LtdGuernsey$7.06B25-26.3%
554Railway Pension Investments LtdUnited Kingdom$7.03B103-17.5%
555Circle Wealth Management, LLCNJ$7.01B261+8.0%
556First Pacific Advisors, LPCA$7.00B83-6.1%
557Openarc Corporate Advisory, LLCGA$6.98B716+15.4%
558Segall Bryant & Hamill, LLCIL$6.98B576-5.5%
559Summit Trail Advisors, LLCNY$6.98B1,441+20.7%
560Defiance Etfs, LLCNY$6.95B364+127.7%
561Raiffeisen Bank International AGAustria$6.95B626-10.3%
562Douglas Lane & Associates, LLCNY$6.93B241-4.8%
563Hm Payson & CoME$6.93B1,124-2.2%
564Edmond De Rothschild Holding S.A.Switzerland$6.91B541-1.8%
565Pure Financial Advisors, LLCCA$6.90B571+1154.7%
566Aia Group LtdHong Kong$6.88B325+3.0%
567Capital Investment Advisors, LLCGA$6.84B747+4.2%
568Cliftonlarsonallen Wealth Advisors, LLCMN$6.83B222+3.2%
569Principal Securities, Inc.IA$6.82B1,410+5.2%
570Groupama Asset ManagmentFrance$6.80B366+0.5%
571Crossmark Global Holdings, Inc.TX$6.77B1,234-2.9%
572Jericho Capital Asset Management L.P.CA$6.76B23-22.9%
573Cbre Investment Management Listed Real Assets LLCPA$6.75B96-1.0%
574Tocqueville Asset Management L.P.NY$6.74B540-1.6%
575Apella Capital, LLCCT$6.74B675+33.1%
576Slate Path Capital LPNY$6.73B44-9.2%
577Susquehanna Portfolio Strategies, LLCPA$6.73B959+3.8%
578Briar Hall Management LLCTN$6.72B1+5.6%
579Flputnam Investment Management CoME$6.71B569-2.4%
580Mufg Securities Emea PLCUnited Kingdom$6.70B551-22.1%
581Acr Alpine Capital Research, LLCMO$6.70B36+4.4%
582Mondrian Investment Partners LtdUnited Kingdom$6.69B103+10.3%
583Thoma Bravo, L.P.IL$6.65B3-34.6%
584Pbu - The Pension Fund Of Early Childhood & Youth EducatorsDenmark$6.65B190-3.6%
585Sapient Capital LLCIN$6.63B443-6.9%
586Cincinnati Insurance CoOH$6.62B63+1.1%
587Montrusco Bolton Investments Inc.Quebec$6.61B72-17.6%
588Aware Super Pty Ltd As Trustee Of Aware SuperAustralia$6.60B235-9.1%
589Imc-Chicago, LLCIL$6.60B1,290+16.0%
590Northwestern Mutual Investment Management Company, LLCWI$6.60B874-23.0%
591Lyrical Asset Management LPNY$6.56B39-14.3%
592Bokf, NaOK$6.54B1,028+0.1%
593Rothschild & Co Wealth Management Uk LtdUnited Kingdom$6.53B25+2.8%
594Signaturefd, LLCGA$6.52B3,415-0.4%
595Perpetual LtdAustralia$6.52B424-5.7%
596Simplify Asset Management Inc.NV$6.49B142+6.7%
597Harbour Investments, Inc.WI$6.48B4,665+31.4%
598Riverfront Investment Group, LLCVA$6.46B384+6.6%
599Gradient Investments LLCMN$6.45B420+2.5%
600Confluence Investment Management LLCMO$6.44B283-3.5%

Showing 551–600 of 8,643

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