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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
701Wealthcare Advisory Partners LLCPA$5.14B1,073+1.0%
702Carnegie Investment CounselOH$5.13B559-5.4%
703Aqr Arbitrage LLCCT$5.11B523+36.3%
704Todd Asset Management LLCKY$5.11B179-0.5%
705Choate Investment AdvisorsMA$5.11B438+0.3%
706Equity Investment CorpGA$5.11B71+3.1%
707Kohlberg Kravis Roberts & Co. L.P.NY$5.10B16-13.0%
708Nicholas Company, Inc.WI$5.10B203-10.7%
709Vise Technologies, Inc.NY$5.09B1,447-0.2%
710Central Trust CoMO$5.08B1,562-0.5%
711Jensen Investment Management IncOR$5.07B84-20.2%
712Cannell & Spears LLCNY$5.06B419-4.8%
713Perceptive Advisors LLCNY$5.05B91-7.3%
714Lingotto Investment Management LLPUnited Kingdom$5.04B34-11.0%
715Nepc LLCMA$5.02B51+7.1%
716Badgley Phelps Wealth Managers, LLCWA$5.02B328-8.0%
717Conestoga Capital Advisors, LLCPA$5.01B114-15.7%
718Marshfield AssociatesDC$4.99B17-12.5%
719Mgo One Seven LLCOH$4.98B1,399+1.6%
720Bridgeway Capital Management, LLCTX$4.97B1,221+4.2%
721Cincinnati Financial CorpOH$4.96B55-3.1%
722First Financial Bankshares IncTX$4.95B201-0.3%
723Castle Hook Partners LPNY$4.95B44-28.8%
724Signature Estate & Investment Advisors LLCCA$4.93B645-0.5%
725Sumitomo Mitsui Financial Group, Inc.Japan$4.92B167-12.9%
726Maryland State Retirement & Pension SystemMD$4.92B1,352+1.3%
727Freemont Capital Pte LtdSingapore$4.91B4+9.7%
728Hbk Sorce Advisory LLCPA$4.90B642+12.6%
729Kensico Capital Management CorpCT$4.90B20-16.8%
730Paradigm Biocapital Advisors LPNY$4.89B35+31.0%
731Disciplined Growth Investors Inc /MnMN$4.89B61-6.5%
732Whittier Trust Co Of Nevada IncNV$4.87B1,411+1.2%
733Mill Creek Capital Advisors, LLCPA$4.87B260-0.8%
734Southpoint Capital Advisors LPNY$4.86B41+12.9%
735Walleye Trading LLCNY$4.86B1,003-21.9%
736Beck Mack & Oliver LLCNY$4.85B195-11.9%
737Deep Track Capital, LPCT$4.85B62+10.5%
738Ifp Advisors, IncFL$4.82B5,032+8.3%
739Td Private Client Wealth LLCNY$4.82B1,647+2.7%
740Japan Science & Technology AgencyJapan$4.81B12-11.6%
741Generali Asset Management Spa SgrItaly$4.79B484-2.0%
742Provident Trust CoWI$4.78B22-20.0%
743Mission Wealth Management, LPCA$4.78B703-2.7%
744Auto-Owners Insurance CoMI$4.78B106+0.3%
745Mfn Partners Management, LPMA$4.77B10+19060.5%
746Milford Funds LtdNew Zealand$4.77B75-6.3%
747Wt Asset Management LtdHong Kong$4.76B27+90.0%
748Resolution Capital LtdAustralia$4.76B40+5.1%
749First Citizens Bank & Trust CoNC$4.75B634-0.9%
750Robeco Schweiz AGSwitzerland$4.73B126+5.9%

Showing 701–750 of 8,643

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