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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
1851Hemenway Trust Co LLCNH$1.24B135-4.9%
1852Retirement Investment Advisors, Inc.OK$1.24B67+0.1%
1853First Financial Bank - Trust DivisionOH$1.24B197+2.0%
1854Xml Financial, LLCMD$1.24B421+1.1%
1855Clearwater Capital Advisors, LLCIL$1.24B177+3.3%
1856Washington Trust Advisors, Inc.MA$1.24B683-5.5%
1857Stony Point Capital LLCNY$1.24B31-8.8%
1858Weatherly Asset Management L. P.CA$1.24B186-4.8%
1859Cullinan Associates IncKY$1.24B207-16.2%
1860Mangrove Partners Im, LLCCT$1.24B427+0.7%
1861Greylock Xiv Gp LLCCA$1.24B1-43.4%
1862 Novo Holdings A/SDenmark$1.23B22-4.2%
1863Traphagen Investment Advisors LLCNJ$1.23B207+1.6%
1864Campbell Newman Asset Management IncWI$1.23B103-9.8%
1865First Long Island Investors, LLCNY$1.23B70-9.6%
1866Harvey Partners, LLCNY$1.23B45+10.5%
1867Magnus Financial Group LLCNY$1.23B369-5.9%
1868Windward Capital Management Co /CaCA$1.23B69-2.7%
1869Intrust Bank NaKS$1.23B407+1.6%
1870Inspire Advisors, LLCID$1.23B651+12.9%
1871Winthrop Advisory Group LLCMA$1.22B194+3.7%
1872Strategy Capital LLCCA$1.22B11-9.8%
1873Polaris Capital Management, LLCMA$1.22B84+1.4%
1874Petredis Investment Advisors LLCPA$1.22B107-4.2%
1875Delta Global Management LPNY$1.22B154-11.1%
1876Nicholas Investment Partners, LPCA$1.22B178+1.0%
1877Coliseum Capital Management, LLCCT$1.22B13-0.1%
1878Clean Energy Transition LLPUnited Kingdom$1.22B14+1.7%
1879Atairos Group, Inc.PA$1.22B4-26.1%
1880Diversified Portfolios, Inc.MI$1.22B174+1.3%
1881Stonebridge Financial Group, LLCPA$1.22B262+3.9%
1882Sg Capital Management LLCIL$1.22B79+33.0%
1883Kimelman & Baird, LLCNY$1.22B262-6.6%
1884Neumeier Poma Investment Counsel LLCCA$1.21B41+0.3%
1885Central Securities CorpNY$1.21B30-2.6%
1886Tortoise Investment Management, LLCNY$1.21B245+6.4%
1887Leith Wheeler Investment Counsel Ltd.British Columbia$1.21B84-9.2%
1888Midfirst BankCO$1.21B926-3.7%
1889Hodges Capital Management Inc.TX$1.21B204+3.8%
1890Tanglewood Wealth Management, Inc.TX$1.21B38+10.7%
1891Richard C. Young & Co., Ltd.RI$1.21B93+8.2%
1892Lombard Odier Asset Management (Europe) LtdUnited Kingdom$1.21B133-8.1%
1893Danmarks NationalbankDenmark$1.20B1+7.5%
1894Vivo Capital, LLCCA$1.20B46-22.2%
1895A16z Perennial Management, L.P.CA$1.20B142-4.6%
1896Dt Investment Partners, LLCPA$1.20B516-0.5%
1897W.G. Shaheen & Associates Dba Whitney & CoNY$1.20B175-4.4%
1898Jnba Financial AdvisorsMN$1.20B819+4.9%
1899Spx Gestao De Recursos LtdaBrazil$1.20B69+22.8%
1900Guardian Partners Inc.Canada$1.20B192-3.8%

Showing 1,851–1,900 of 8,643

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