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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
1151Hirtle & Co., LLCPA$2.57B85-1.3%
1152Waldron Private Wealth LLCPA$2.56B342+1.3%
1153Heritage Wealth AdvisorsVA$2.56B689-2.2%
1154Y.D. More Investments LtdIsrael$2.55B474+22.3%
1155James Hambro & Partners LLPUnited Kingdom$2.55B57-8.9%
1156L1 Capital Pty LtdAustralia$2.55B22+32.8%
1157Palestra Capital Management LLCNY$2.55B22-9.5%
1158Oddo Bhf Asset Management SasFrance$2.54B275-4.9%
1159Klingenstein Fields & Co LPNY$2.54B186-4.8%
1160Howland Capital Management LLCMA$2.53B262-3.8%
1161Lasalle Investment Management Securities LLCMD$2.53B48+1.3%
1162St Germain D J Co IncMA$2.53B896-1.9%
1163Securian Asset Management, IncMN$2.53B925-4.2%
1164Moore Capital Management, LPNY$2.52B598-46.5%
1165Corvex Management LPNY$2.52B25-16.4%
1166Dorsal Capital Management, LPCA$2.52B25-11.6%
1167Canada Post Corp Registered Pension PlanCanada$2.51B493-4.3%
1168Pittenger & Anderson IncNE$2.51B522-3.3%
1169Rockland Trust CoMA$2.50B308-1.6%
1170Stratos Investment Management, LLCOH$2.49B371-0.1%
1171Balentine LLCGA$2.48B219-5.8%
1172First Foundation AdvisorsCA$2.48B334-6.5%
1173Jb Capital LLCCT$2.48B259+1.1%
1174Trajan Wealth LLCAZ$2.48B150+3.1%
1175Soleus Capital Management, L.P.CT$2.47B93+4.7%
1176MirovaFrance$2.46B179+255.0%
1177Bip Wealth, LLCGA$2.46B453-13.2%
1178Encompass Capital Advisors LLCNY$2.45B56+17.4%
1179Ruffer LLPUnited Kingdom$2.44B176+11.3%
1180Quantbot Technologies LPNY$2.44B1,650-18.7%
1181Toyota Motor Corp/Japan$2.44B4-28.4%
1182Sbi Okasan Asset Management Co.Ltd.Japan$2.44B321+34.4%
1183Leavell Investment Management, Inc.AL$2.44B603+1.5%
1184Krane Funds Advisors LLCNY$2.44B173-21.0%
1185Ghp Investment Advisors, Inc.CO$2.43B1,437-0.0%
1186Blb&B Advisors, LLCPA$2.42B272+1.2%
1187Northeast Investment ManagementMA$2.42B189-5.5%
1188Gc Wealth Management Ria, LLCMA$2.42B506-11.3%
1189Steele Capital Management, Inc.IA$2.41B86+3.6%
1190Paralel Advisors LLCCO$2.41B106-6.5%
1191Beacon Investment Advisory Services, Inc.NJ$2.41B784-1.8%
1192Purpose Unlimited Inc.Ontario$2.40B570+11.0%
1193Chesley Taft & Associates LLCIL$2.39B370-5.6%
1194First Horizon CorpTN$2.39B1,465+6.9%
1195Meeder Advisory Services, Inc.OH$2.39B690+2.6%
1196Renaissance Group LLCKY$2.39B234-4.1%
1197Connecticut Wealth Management, LLCCT$2.39B327+3.8%
1198Highpoint Advisor Group LLCIL$2.39B642-0.3%
1199Cornerstone Investment Partners, LLCGA$2.38B291-7.7%
1200Sourcerock Group LLCCO$2.38B39+36.0%

Showing 1,151–1,200 of 8,643

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