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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
351Merit Financial Group, LLCGA$13.45B2,107+7.9%
352Waverly Advisors, LLCAL$13.33B1,614+8.0%
353Tcw Group IncCA$13.29B629-4.8%
354Moneta Group Investment Advisors LLCMO$13.29B800+0.6%
355Employees Provident Fund BoardN8$13.23B70-2.7%
356Tiaa Wealth Investment Management LLCNY$13.10B563—
357Pinnacle Financial Partners, Inc.GA$13.07B1,076-1.2%
358Exchange Traded Concepts, LLCOK$12.99B1,510+8.2%
359National Mutual Insurance Federation Of Agricultural CooperativesJapan$12.99B41-4.8%
360Apg Asset Management Us Inc.NY$12.98B59+1.7%
361Capital International, Inc./Ca/CA$12.97B303+2.0%
362Ark Investment Management LLCFL$12.86B180-14.7%
363Fundsmith LLPUnited Kingdom$12.83B34-25.1%
364Wealthspire Advisors, LLCNY$12.73B932+1.3%
365Zurich Insurance Group Ltd/FiSwitzerland$12.73B327-11.7%
366Lone Pine Capital LLCCT$12.54B36-7.8%
367Integrated Wealth Concepts LLCMA$12.54B2,276+49.0%
368Guggenheim Capital LLCIL$12.53B1,593-7.9%
369Edgepoint Investment Group Inc.Ontario$12.48B37+2.5%
370Zacks Investment ManagementIL$12.47B706-2.0%
371Banco Santander, S.A.Spain$12.40B470-7.1%
372Johnson Investment Counsel IncOH$12.37B810+1.1%
373Sumitomo Mitsui Ds Asset Management Company, LtdJapan$12.36B770-2.7%
374Schonfeld Strategic Advisors LLCNY$12.21B2,034-38.3%
375Boston Trust Walden CorpMA$12.16B388-8.2%
376Great Lakes Advisors, LLCIL$12.06B792-1.6%
377Nomura Holdings IncJapan$12.01B1,049-65.7%
378Public Investment FundSaudi Arabia$12.01B4-7.3%
379Ifm Investors Pty LtdAustralia$11.99B686+99947.5%
380Markel Group Inc.VA$11.94B129-4.8%
381Loews CorpNY$11.89B25-3.2%
382Aptus Capital Advisors, LLCAL$11.89B1,659+1.1%
383Unisphere EstablishmentLiechtenstein$11.89B50-11.1%
384Pinebridge Investments LLCNY$11.87B489-12.6%
385New York Life Investment Management LLCNY$11.82B781+1.9%
386Vantagepoint Investment Advisers LLCDC$11.80B55-5.0%
387Hershey Trust CoPA$11.76B3+14.0%
388Vident Advisory, LLCGA$11.75B1,834+10.4%
389Orion Porfolio Solutions, LLCNE$11.73B1,927-14.0%
390Police & Firemen'S Retirement System Of New JerseyNJ$11.71B3,135-2.6%
391Migdal Insurance & Financial Holdings Ltd.Israel$11.53B360+99006.0%
392Dynasty Wealth Management, LLCFL$11.47B333+12.6%
393Softbank Group Corp.Japan$11.41B29-26.2%
394Capula Management LtdCayman Islands$11.41B408-25.8%
395Van Lanschot Kempen Investment Management N.V.Netherlands$11.40B240-2.3%
396D1 Capital Partners L.P.NY$11.23B44+5.0%
397Capital Fund Management S.A.France$11.17B833+5.6%
398Generation Investment Management LLPUnited Kingdom$11.16B29-22.6%
399Clearstead Advisors, LLCOH$10.94B2,230+38.1%
400Haverford Trust CoPA$10.91B419-2.7%

Showing 351–400 of 8,643

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