Every manager with more than $100 million in US equities files a 13F each quarter, listing what it owns. Open any institution to see its holdings, what it bought and sold, and how its portfolio has changed since 2014.
| # | Institution | Portfolio Value | QoQ | Positions | Top Holdings | Top Sector | Turnover | Latest |
|---|---|---|---|---|---|---|---|---|
| 7801 | Welch Group, LLC CIK 1443095 | $2.83B | +9.7% | 253 | AAPL CSCO ABBV | Technology 28% | 1.6% | Q2 2026 |
| 7802 | Cornerstone Advisors, LLC CIK 1775446 | $2.83B | +17.9% | 109 | NVDA AAPL GOOG | Technology 50% | 12.3% | Q2 2026 |
| 7803 | Hardman Johnston Global Advisors LLC CIK 1006364 | $2.83B | +35.6% | 75 | CCJ FTI ASML | Technology 31% | 3.4% | Q2 2026 |
| 7804 | Westwood Global Investments, LLC CIK 1356513 | $2.83B | +6.0% | 10 | BAP ITUB MELI | Financial Services 53% | 14.1% | Q2 2026 |
| 7805 | One Rock Capital Partners, LLC CIK 2061426 | $2.84B | +29.8% | 1 | PRMB | Consumer Staples 100% | 0% | Q2 2026 |
| 7806 | James Hambro & Partners LLP CIK 1731152 | $2.84B | +3.3% | 60 | APH GOOG MSFT | Technology 32% | 2.2% | Q3 2026 |
| 7807 | SummitTX Capital, L.P. CIK 2052310 | $2.85B | +30.1% | 713 | ADI MKSI ASML | Technology 22% | 46.5% | Q2 2026 |
| 7808 | WINTON GROUP Ltd CIK 1612063 | $2.85B | +5.7% | 1,103 | BRK-A SOLS KLAC | Technology 26% | 54.3% | Q2 2026 |
| 7809 | Patient Capital Management, LLC CIK 1854794 | $2.85B | +12.9% | 36 | RPRX C GOOGL | Technology 29% | 7% | Q2 2026 |
| 7810 | Performance Wealth Partners, LLC CIK 1908765 | $2.85B | +10.7% | 146 | AAPL GOOG NVDA | Technology 69% | 1.5% | Q2 2026 |
| 7811 | Saudi Electronic Games Holding Co CIK 2100727 | $2.85B | +26.6% | 1 | TTWO | Technology 100% | 0% | Q2 2026 |
| 7812 | Eagle Global Advisors LLC CIK 1130787 | $2.86B | +8.0% | 222 | AAPL TRGP ET | Energy 40% | 3.7% | Q2 2026 |
| 7813 | Davidson Kempner Capital Management LP CIK 1595082 | $2.86B | +29.2% | 143 | ARKO CBRS TDS | Technology 30% | 34.6% | Q2 2026 |
| 7814 | Soleus Capital Management, L.P. CIK 1802630 | $2.86B | +17.3% | 94 | KRYS CELC TGTX | Healthcare 100% | 29.1% | Q2 2026 |
| 7815 | Dixon Mitchell Investment Counsel Inc. CIK 1993485 | $2.86B | +13.6% | 125 | TD RY GOOGL | Financial Services 36% | 2.7% | Q2 2026 |
| 7816 | Aquatic Capital Management LLC CIK 1803916 | $2.86B | -16.8% | 1,193 | META NFLX BSX | Technology 25% | 60.7% | Q2 2026 |
| 7817 | NFJ Investment Group, LLC CIK 1862664 | $2.86B | +10.4% | 201 | DINO AAPL GEV | Financial Services 27% | 28.4% | Q2 2026 |
| 7818 | Ghisallo Capital Management LLC CIK 1825214 | $2.87B | +21.4% | 250 | DLR GOOGL GOOG | Technology 29% | 49.7% | Q2 2026 |
| 7819 | Elevation Point Wealth Partners, LLC CIK 1744349 | $2.88B | +21.0% | 788 | AAPL GLD BOKF | Technology 36% | 4.5% | Q2 2026 |
| 7820 | Cookson Peirce & Co Inc CIK 1141455 | $2.88B | +30.0% | 266 | GLW TSM APH | Technology 33% | 11.2% | Q2 2026 |
| 7821 | Group One Trading LLC CIK 932540 | $2.88B | +14.7% | 1,684 | TSM MU MRVL | Technology 35% | 44.4% | Q2 2026 |
| 7822 | Daymark Wealth Partners, LLC CIK 1956824 | $2.89B | +25.0% | 503 | AAPL NVDA MSFT | Technology 42% | 2.2% | Q2 2026 |
| 7823 | Kinetic Partners Management, LP CIK 1911448 | $2.89B | +64.7% | 44 | DPC SNOW AMZN | Technology 49% | 23.7% | Q2 2026 |
| 7824 | Yaupon Capital Management LP CIK 1755028 | $2.89B | +55.3% | 101 | NFG DVN NI | Energy 39% | 23.6% | Q2 2026 |
| 7825 | Polar Asset Management Partners Inc. CIK 1326389 | $2.89B | +48.7% | 511 | MSFT TD SLF | Financial Services 62% | 35.2% | Q2 2026 |
| 7826 | Hamilton Capital Partners Inc. CIK 2141005 | $2.89B | +17.5% | 202 | MU AMD AAPL | Technology 43% | 6.3% | Q2 2026 |
| 7827 | BNP Paribas CIK 872786 | $2.90B | +9.5% | 300 | NVDA MSFT AVGO | Technology 53% | 8% | Q2 2026 |
| 7828 | Trivest Advisors Ltd CIK 1555623 | $2.90B | +114.7% | 13 | STX MU WDC | Technology 90% | 34.3% | Q2 2026 |
| 7829 | Trian Fund Management, L.P. CIK 1345471 | $2.90B | +30.3% | 7 | GE SOLV FERG | Industrials 61% | 1.4% | Q2 2026 |
| 7830 | General Atlantic, L.P. CIK 1017645 | $2.91B | +44.0% | 12 | LFTO DLO CHYM | Technology 70% | 5.8% | Q2 2026 |
| 7831 | Giverny Capital Inc. CIK 1641864 | $2.91B | +8.9% | 47 | GOOG HEI-A META | Technology 32% | 9.1% | Q2 2026 |
| 7832 | Mgo One Seven LLC CIK 1731444 | $2.91B | +22.0% | 791 | NVDA AAPL MSFT | Technology 39% | 4.9% | Q2 2026 |
| 7833 | Intact Investment Management Inc. CIK 1443077 | $2.91B | -4.2% | 190 | MFC TD CNI | Financial Services 29% | 13.1% | Q2 2026 |
| 7834 | Old National Bancorp CIK 707179 | $2.93B | +1.4% | 429 | LLY AAPL MSFT | Healthcare 32% | 4.1% | Q3 2026 |
| 7835 | Blue Whale Capital LLP CIK 1801547 | $2.93B | +44.3% | 26 | LRCX AMAT NVDA | Technology 67% | 19.5% | Q2 2026 |
| 7836 | Caledonia (Private) Investments Pty Ltd CIK 1352924 | $2.93B | -13.2% | 17 | FLUT Z ZG | Technology 44% | 3.5% | Q2 2026 |
| 7837 | Chilton Capital Management LLC CIK 1056859 | $2.93B | +10.9% | 433 | NVDA AAPL GOOG | Technology 41% | 8.8% | Q2 2026 |
| 7838 | Diversified Trust Co CIK 1479844 | $2.93B | +13.5% | 873 | COKE AAPL NVDA | Technology 38% | 10% | Q2 2026 |
| 7839 | Livforsakringsbolaget Skandia, Omsesidigt CIK 1547926 | $2.94B | -3.3% | 420 | NVDA AAPL MSFT | Technology 57% | 3.1% | Q3 2026 |
| 7840 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 | $2.94B | +15.1% | 850 | NVDA AAPL MSFT | Technology 56% | 3.2% | Q3 2026 |
| 7841 | Becker Capital Management Inc CIK 799004 | $2.94B | +8.6% | 205 | AAPL MSFT JPM | Technology 32% | 3.1% | Q2 2026 |
| 7842 | Harvest Fund Management Co., Ltd CIK 1694126 | $2.95B | +28.1% | 432 | NVDA AAPL MU | Technology 73% | 7.8% | Q2 2026 |
| 7843 | Palestra Capital Management LLC CIK 1568788 | $2.95B | +15.8% | 21 | STX LIN ADI | Technology 47% | 36.2% | Q2 2026 |
| 7844 | Bailard, Inc. CIK 750641 | $2.96B | +2.6% | 568 | AAPL MSFT NVDA | Technology 50% | 3.1% | Q3 2026 |
| 7845 | Focused Investors LLC CIK 1426398 | $2.96B | -3.7% | 23 | GS MS JNJ | Healthcare 28% | 4.3% | Q2 2026 |
| 7846 | Clifford Swan Investment Counsel LLC CIK 1034642 | $2.97B | +5.5% | 261 | AAPL GOOGL MSFT | Technology 33% | 1.4% | Q2 2026 |
| 7847 | Lighthouse Investment Partners, LLC CIK 1600344 | $2.98B | +18.0% | 630 | MA DLR WMT | Financial Services 20% | 50.5% | Q2 2026 |
| 7848 | NorthCoast Asset Management LLC CIK 1665198 | $2.98B | +3.6% | 352 | AAPL NVDA MSFT | Technology 49% | 6.8% | Q2 2026 |
| 7849 | Ameritas Investment Partners, Inc. CIK 1055980 | $2.99B | +17.5% | 2,776 | NVDA AAPL MSFT | Technology 41% | 3.8% | Q2 2026 |
| 7850 | Simplex Trading, LLC CIK 1488542 | $3.00B | +12.8% | 1,946 | NVDA GOOGL AMZN | Technology 52% | 45.4% | Q2 2026 |
Form 13F-HR is a quarterly report the SEC requires from institutional investment managers with at least $100 million in qualifying US securities. It lists each long equity and option position at quarter end, with shares held and market value.
Within 45 days after each calendar quarter ends: by mid-February, mid-May, mid-August and mid-November. The holdings shown are as of the quarter end, not the filing date.
Short positions, cash, most bonds, non-US listed shares and positions below the reporting threshold. A 13F shows what a manager owned in US equities, not everything it manages.
An institution that filed for one of the two most recent quarters. Tick “Include inactive filers” to see managers that have stopped filing, whose last portfolio is still on record.