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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
601Bradley Foster & Sargent Inc/CtCT$6.44B516-5.4%
602Pgim Custom Harvest LLCNJ$6.40B276-5.4%
603Bleakley Financial Group, LLCNJ$6.39B760+10.9%
604Ethic Inc.NY$6.39B1,235-1.8%
605Glenview Trust CoKY$6.37B500-1.8%
606Evercore Wealth Management, LLCNY$6.36B418-6.8%
607Ecp Controlco, LLCNJ$6.34B4+2994.4%
608Cambridge Associates LLC /Ma/ /AdvMA$6.31B64+2.5%
609Capital Advisors Inc/OkOK$6.22B357+0.2%
610Energy Income Partners, LLCCT$6.22B87+12.6%
611Letko, Brosseau & Associates IncQuebec$6.20B101+1.6%
612Prospera Financial Services IncTX$6.20B1,415+1.9%
613World Investment AdvisorsNJ$6.20B1,557+1.8%
614Northrock Partners, LLCMN$6.20B653+4.7%
615Mesirow Financial Investment Management, Inc.IL$6.18B517+26.8%
616Apollon Wealth Management, LLCSC$6.15B1,401+6.6%
617Akre Capital Management LLCVA$6.12B19-32.9%
618Howard Capital Management Inc.GA$6.11B332-20.8%
619Capital International SarlCA$6.11B287-1.9%
620Jump Financial, LLCIL$6.09B1,757-17.6%
621Bristol John W & Co Inc /Ny/NY$6.08B61-6.6%
622Greenhaven Associates IncNY$6.07B27-1.6%
623Elo Mutual Pension Insurance CoFinland$6.06B581-7.1%
624Caisse Des Depots Et ConsignationsFrance$6.06B217+38.1%
625Harvest Portfolios Group Inc.Ontario$6.06B260+5.4%
626Arkadios Wealth AdvisorsGA$6.05B1,618+19.9%
627Eventide Asset Management, LLCMA$6.05B278-5.5%
628Ruane, Cunniff & Goldfarb L.P.NY$6.03B50-5.8%
629Reaves W H & Co IncNJ$6.03B90+5.4%
630Advisors Asset Management, Inc.CO$6.01B1,451+0.9%
631Barings LLCNC$6.00B173+14.5%
632Gf Fund Management Co. Ltd.China$5.98B624+2.3%
633Old National Bancorp /In/IN$5.97B615-0.8%
634Bc Partners Pe LPNY$5.96B2-14.7%
635Crestwood Advisors Group, LLCMA$5.94B765-1.0%
636Appaloosa LPNJ$5.93B31-13.4%
637Capital Group Private Client Services, Inc.CA$5.93B240-5.6%
638Glencore PLCSwitzerland$5.92B2+36.5%
639Veritas Asset Management LLPUnited Kingdom$5.90B21-39.6%
640Timessquare Capital Management, LLCNY$5.89B151-11.2%
641J. Safra Sarasin Holding AGSwitzerland$5.87B542-4.6%
642Liontrust Investment Partners LLPUnited Kingdom$5.86B196-13.1%
643Crawford Investment Counsel IncGA$5.85B300-2.5%
644Blue Sparrow, LLC /DeNY$5.85B176+10.1%
645Eastern BankMA$5.83B1,070+0.5%
646Samlyn Capital, LLCNY$5.82B75-7.1%
647Modern Wealth Management, LLCMO$5.82B870+6.2%
648Guinness Asset Management LtdUnited Kingdom$5.80B143-5.9%
649Kestra Investment Management, LLCTX$5.80B439+41.8%
650Peconic Partners LLCNY$5.78B9+37.4%

Showing 601–650 of 8,643

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