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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
401Erste Asset Management GmbhAustria$10.79B602-9.4%
402B. Metzler Seel. Sohn & Co. AGGermany$10.77B712-6.0%
403Sustainable Growth Advisers, LPCT$10.62B51-26.3%
404Carlyle Group Inc.DC$10.62B20-21.7%
405Farther Finance Advisors, LLCCA$10.58B5,730+13.5%
406Phoenix Financial Ltd.Israel$10.54B482+14.3%
407Onedigital Investment Advisors LLCKS$10.22B1,446+0.2%
408Vanguard Personalized Indexing Management, LLCCA$10.19B2,165-0.6%
409Greenleaf TrustMI$10.18B804-6.7%
410Intech Investment Management LLCFL$10.16B2,091-9.2%
411Avoro Capital Advisors LLCNY$10.15B30-0.2%
412Gamco Investors, Inc. Et AlCT$10.15B986-2.4%
413Royce & Associates LPNY$10.13B774+2.7%
414Benjamin Edwards IncMO$10.06B1,350+11.3%
415Rtw Investments, LPNY$10.05B88+0.7%
416Mather Group, LLC.IL$10.02B1,885+3.2%
417Loring Wolcott & Coolidge Fiduciary Advisors LLP/MaMA$9.98B559-9.6%
418Hood River Capital Management LLCFL$9.98B167+9.4%
419Vaughan Nelson Investment Management, L.P.TX$9.96B222-2.7%
420Focus Partners Advisor Solutions, LLCMO$9.92B1,249+21.7%
421Mairs & Power IncMN$9.79B245-5.8%
422Utah Retirement SystemsUT$9.78B974-6.9%
423Cullen Capital Management, LLCNY$9.75B213+6.5%
424Frontier Capital Management Co LLCMA$9.73B291+3.2%
425Verition Fund Management LLCCT$9.73B1,562-44.9%
426Harding Loevner LPNJ$9.72B73-14.5%
427Durable Capital Partners LPMD$9.71B37-8.1%
428Brevan Howard Capital Management LPJersey$9.70B1,997+103.0%
429Qrg Capital Management, Inc.PA$9.69B1,138+7.9%
430Centersquare Investment Management LLCPA$9.67B79-4.5%
431Marex Group PLCUnited Kingdom$9.64B883+4.4%
432Duff & Phelps Investment Management CoIL$9.63B148+9.2%
433Thornburg Investment Management IncNM$9.62B169+21.6%
434Tortoise Capital Advisors, L.L.C.KS$9.60B90+22.2%
435Picton Mahoney Asset ManagementOntario$9.60B1,199+5.0%
436Longview Asset Management, LLCIL$9.56B3+1.5%
437Magnetar Financial LLCIL$9.56B1,122-1.6%
438Srs Investment Management, LLCNY$9.47B29-0.3%
439Scs Capital Management LLCMA$9.44B468+0.0%
440Ra Capital Management, L.P.MA$9.44B85-3.3%
441Artemis Investment Management LLPUnited Kingdom$9.43B203+13.9%
442Mediolanum International Funds LtdIreland$9.42B431-5.8%
443National Philanthropic TrustPA$9.38B365-7.4%
444Allstate CorpIL$9.35B1,124+27.7%
445Partners Value Investments L.P.Bermuda$9.34B6-12.7%
446Windacre Partnership LLCTX$9.34B11+0.2%
447Independent Advisor AllianceNC$9.32B1,595+126.3%
448Abn Amro Bank N.V.Netherlands$9.27B228-12.7%
449Horizon Kinetics Asset Management LLCNY$9.23B351+24.9%
450Sc Us (Ttgp), Ltd.CA$9.23B17-33.9%

Showing 401–450 of 8,643

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