Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
701	Starboard Value LP	NY	$5.28B	22	-0.7%
702	Bellevue Group AG	V8	$5.28B	176	+9.6%
703	Barings LLC	NC	$5.24B	163	+2.6%
704	Annex Advisory Services, LLC	WI	$5.24B	357	+11.4%
705	Deprince Race & Zollo Inc	FL	$5.23B	183	+4.8%
706	Disciplined Growth Investors Inc /Mn	MN	$5.22B	61	-5.3%
707	World Investment Advisors	CA	$5.22B	1,422	+6.9%
708	Caledonia (Private) Investments Pty Ltd	C3	$5.22B	16	-15.2%
709	Great Valley Advisor Group, Inc.	DE	$5.20B	944	+4.4%
710	Evoke Wealth, LLC	CA	$5.20B	665	+8.4%
711	Weiss Asset Management LP	MA	$5.19B	518	+1712.0%
712	Efg International AG	V8	$5.17B	869	—
713	Todd Asset Management LLC	KY	$5.13B	175	+3.8%
714	Atalanta Sosnoff Capital, LLC	NY	$5.13B	105	-1.7%
715	Cincinnati Financial Corp	OH	$5.12B	54	+1.4%
716	Central Trust Co	MO	$5.10B	1,544	+6.7%
717	Vise Technologies, Inc.	NY	$5.10B	1,461	+90.0%
718	Altarock Partners LP	FL	$5.10B	8	-6.7%
719	Choate Investment Advisors	MA	$5.10B	444	+5.4%
720	Milford Funds Ltd	Q2	$5.09B	76	—
721	Wealthcare Advisory Partners LLC	PA	$5.09B	1,066	+6.0%
722	Evergreen Quality Fund Gp, Ltd.	E9	$5.07B	42	+12.5%
723	Shelton Capital Management	CO	$5.07B	699	+8.5%
724	Apella Capital, LLC	CT	$5.06B	529	+12.6%
725	Caxton Associates LLP	X0	$5.05B	750	+38.5%
726	Sculptor Capital LP	NY	$5.05B	217	+9.9%
727	Arkadios Wealth Advisors	GA	$5.04B	1,475	+23.7%
728	Sessa Capital Im, L.P.	NY	$5.03B	27	+26.4%
729	Silver Lake Group, L.L.C.	CA	$5.03B	11	-2.0%
730	Darsana Capital Partners LP	NY	$5.02B	16	+18.2%
731	Bank Pictet & Cie (Europe) AG	2M	$5.01B	194	+0.0%
732	Ossiam	I0	$5.01B	388	-35.6%
733	Wit, LLC	DC	$4.99B	20	+13.0%
734	First Financial Bankshares Inc	TX	$4.97B	212	+2.1%
735	Signature Estate & Investment Advisors LLC	CA	$4.96B	604	+6.0%
736	Equity Investment Corp	GA	$4.95B	72	+3.8%
737	Skye Global Management LP	FL	$4.95B	45	-0.3%
738	Darwin Global Management, Ltd.	Y9	$4.94B	6	+37.3%
739	Harbour Investments, Inc.	WI	$4.93B	3,861	+11.8%
740	Mission Wealth Management, LP	CA	$4.91B	701	+0.4%
741	Mill Creek Capital Advisors, LLC	PA	$4.91B	251	+1.1%
742	Mgo One Seven LLC	OH	$4.90B	1,383	+13.3%
743	Generali Asset Management Spa Sgr	L6	$4.89B	483	+4.6%
744	Orbimed Advisors LLC	NY	$4.89B	104	+17.2%
745	Value Aligned Research Advisors, LLC	NJ	$4.88B	47	+12.6%
746	Mesirow Financial Investment Management, Inc.	IL	$4.87B	485	-12.9%
747	Catalyst Capital Advisors LLC	PR	$4.87B	378	-1.8%
748	Maryland State Retirement & Pension System	MD	$4.86B	1,369	+2.0%
749	Ancora Advisors LLC	OH	$4.84B	2,505	-2.9%
750	Catterton Management Company, L.L.C.	CT	$4.84B	3	-10.9%

Showing 701–750 of 8,522

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