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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
651Facet Wealth, Inc.FL$5.77B349+2.2%
652Ritholtz Wealth ManagementNY$5.76B1,190+5.2%
653Empirical Financial Services, LLC D.B.A. Empirical Wealth ManagementWA$5.75B984+3.2%
654Hancock Whitney CorpMS$5.75B749+3.7%
655Xtx Topco LtdUnited Kingdom$5.75B3,773+51.0%
656Valueact Holdings, L.P.CA$5.71B18-18.7%
657Louisiana State Employees Retirement SystemLA$5.70B1,517-2.1%
658Japan Post Holdings Co., Ltd.Japan$5.70B1-1.1%
659Altimeter Capital Management, LPCA$5.70B13-14.5%
660Quilter PLCUnited Kingdom$5.70B124-4.4%
661OssiamFrance$5.69B388+13.5%
662Alphinity Investment Management Pty LtdAustralia$5.68B29-42.5%
663Dsm Capital Partners LLCFL$5.66B44-16.2%
664FolketrygdfondetNorway$5.64B11+31.2%
665Davis R M IncME$5.63B273-3.0%
666Rokos Capital Management LLPUnited Kingdom$5.61B126-16.7%
667Curi Capital, LLCIL$5.61B859-2.7%
668Diversify Wealth Management, LLCUT$5.60B1,137+161.4%
669Parallel Advisors, LLCCA$5.56B3,799+1.9%
670Donald Smith & Co., Inc.NY$5.56B62+4.1%
671Soros Fund Management LLCNY$5.53B229-1.5%
672Perigon Wealth Management, LLCCA$5.51B1,285-1.4%
673Great Valley Advisor Group, Inc.DE$5.50B999+5.7%
674Sagespring Wealth Partners, LLCTN$5.49B791-0.3%
675Altshuler Shaham LtdIsrael$5.47B401-16.4%
676Douglass Winthrop Advisors, LLCNY$5.46B303-4.5%
677Rfg Advisory, LLCAL$5.44B1,037+2.5%
678Evoke Wealth, LLCCA$5.42B697+4.2%
679Wedge Capital Management L L P/NcNC$5.42B527-2.7%
680Diversified Trust CoTN$5.39B1,049-0.8%
681Exor N.V.Netherlands$5.38B3-3.5%
682Linonia Partnership LPNY$5.38B14+21.8%
683Catalyst Capital Advisors LLCPR$5.37B365+10.3%
684Annex Advisory Services, LLCWI$5.34B374+1.9%
685Danica Pension, LivsforsikringsaktieselskabDenmark$5.33B163-23.1%
686United Super Pty Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation FundAustralia$5.31B185-26.3%
687Wit, LLCDC$5.30B22+6.2%
688Deprince Race & Zollo IncFL$5.29B184+1.3%
689Sterling Capital Management LLCNC$5.28B3,215-14.2%
690Y-Intercept (Hong Kong) LtdHong Kong$5.27B1,496+18.0%
691Forvis Mazars Wealth Advisors, LLCMO$5.27B399-0.5%
692Country Trust BankIL$5.26B572-4.8%
693Sessa Capital Im, L.P.NY$5.26B31+4.5%
694Df Dent & Co IncMD$5.22B262-24.8%
695Kayne Anderson Capital Advisors LPCA$5.22B48+18.5%
696Atlantic Union Bankshares CorpVA$5.21B1,744-2.4%
697Antipodes Partners LtdAustralia$5.19B126+9.1%
698Merewether Investment Management, LPTX$5.16B79+18.8%
699Apollo Management Holdings, L.P.NY$5.16B80-39.3%
700Snyder Capital Management L PCA$5.16B70-3.9%

Showing 651–700 of 8,643

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