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
951	Adventist Health System Sunbelt Healthcare Corp	FL	$3.36B	24	+46.1%
952	Cantor Fitzgerald, L. P.	NY	$3.36B	153	-34.2%
953	Sigfig Wealth Management, LLC	CA	$3.35B	137	+3.7%
954	Siren, L.L.C.	NY	$3.35B	113	+31.1%
955	Tctc Holdings, LLC	TX	$3.35B	617	-0.7%
956	Hartford Investment Management Co	CT	$3.34B	497	+0.9%
957	Reinhart Partners, LLC.	WI	$3.34B	74	+8.6%
958	Ceredex Value Advisors LLC	FL	$3.33B	157	-22.9%
959	Comprehensive Financial Management LLC	CA	$3.32B	38	-8.3%
960	Miller Howard Investments Inc /Ny	NY	$3.31B	140	+1.0%
961	One Capital Management, LLC	CA	$3.31B	521	+5.7%
962	Quadrant Capital Group LLC	OH	$3.31B	2,705	+7.6%
963	Foster Group, Inc.	IA	$3.31B	300	+3.8%
964	Plancorp, LLC	MO	$3.31B	365	+3.8%
965	Fidelity National Financial, Inc.	FL	$3.31B	21	-13.6%
966	Texas Yale Capital Corp.	FL	$3.30B	493	+3.8%
967	Summittx Capital, L.P.	TX	$3.30B	669	+37.1%
968	Cohen Klingenstein LLC	NY	$3.29B	207	+3.1%
969	Profund Advisors LLC	MD	$3.29B	1,249	+7.0%
970	Ameritas Investment Partners, Inc.	NE	$3.28B	3,129	+0.5%
971	Trillium Asset Management, LLC	MA	$3.27B	232	-13.7%
972	Stock Yards Bank & Trust Co	KY	$3.27B	397	+2.4%
973	Paulson & Co. Inc.	NJ	$3.26B	9	+9.9%
974	Moran Wealth Management, LLC	FL	$3.26B	485	-1.7%
975	Peregrine Capital Management LLC	MN	$3.26B	293	-1.8%
976	Nzs Capital, LLC	CO	$3.26B	62	-0.2%
977	Karpus Management, Inc.	NY	$3.26B	214	+3.1%
978	Hancock Prospecting Pty Ltd	C3	$3.25B	31	+6.0%
979	Stonehage Fleming Financial Services Holdings Ltd	Y9	$3.25B	222	-7.8%
980	Nan Shan Life Insurance Co., Ltd.	F5	$3.25B	82	-30.9%
981	Emerald Advisers, LLC	PA	$3.25B	246	+4.0%
982	Constellation Investments, Inc.	OH	$3.24B	19	+51.4%
983	Senvest Management, LLC	NY	$3.23B	52	+3.6%
984	Meritage Group LP	CA	$3.22B	10	-8.2%
985	59 North Capital Management, LP	TX	$3.21B	13	+0.1%
986	Yarbrough Capital, LLC	TN	$3.21B	158	-0.0%
987	Avior Wealth Management, LLC	NE	$3.21B	739	+3.4%
988	Burney Co/	VA	$3.21B	608	+2.0%
989	Park National Corp /Oh/	OH	$3.21B	315	+0.3%
990	Systematic Alpha Investments, LLC	NJ	$3.21B	229	+5.4%
991	Finemark National Bank & Trust	FL	$3.20B	452	+4.7%
992	Meyer Handelman Co	NY	$3.19B	214	+1.0%
993	Mufg Bank, Ltd.	NY	$3.18B	4	+2.5%
994	Bdt Capital Partners, LLC	IL	$3.18B	3	+911.0%
995	Matson Money. Inc.	OH	$3.16B	9	+4.2%
996	Diversify Advisory Services, LLC	UT	$3.16B	910	+6.0%
997	Exencial Wealth Advisors, LLC	OK	$3.16B	540	+2.9%
998	Donaldson Capital Management, LLC	IN	$3.14B	231	-0.4%
999	Sound Shore Management Inc /Ct/	CT	$3.14B	37	+3.9%
1000	Focused Investors LLC	CA	$3.14B	22	-3.9%

Showing 951–1,000 of 8,522

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