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 |
|---|---|---|---|---|---|---|---|---|
| 8101 | Citizens Financial Group Inc CIK 759944 | $4.80B | +5.7% | 818 | AAPL NVDA MSFT | Technology 46% | 4.6% | Q3 2026 |
| 8102 | Bain Capital Investors LLC CIK 1040508 | $4.82B | +47.3% | 8 | BOBS SGRY AVAH | Healthcare 57% | 0% | Q2 2026 |
| 8103 | Oberweis Asset Management Inc/ CIK 937886 | $4.82B | +44.1% | 169 | CRDO AAOI DOCN | Technology 41% | 14.9% | Q2 2026 |
| 8104 | Caxton Associates LLP CIK 2051323 | $4.82B | +23.7% | 701 | WBD AAPL MSFT | Technology 39% | 41.2% | Q2 2026 |
| 8105 | MFN Partners Management, LP CIK 1732811 | $4.83B | +6.7% | 8 | XPO TLN RXO | Industrials 66% | 0% | Q2 2026 |
| 8106 | Ilex Capital Partners (UK) LLP CIK 1985486 | $4.84B | +19.7% | 141 | PG FLUT MDLZ | Consumer Staples 30% | 56.9% | Q2 2026 |
| 8107 | Siren, L.L.C. CIK 2005245 | $4.84B | +39.2% | 110 | SRRK KYMR ERAS | Healthcare 93% | 8.6% | Q2 2026 |
| 8108 | Cannell & Spears LLC CIK 1426319 | $4.85B | -4.7% | 359 | MSFT GOOG AAPL | Technology 25% | 4.9% | Q1 2026 |
| 8109 | Stephens Inc CIK 757657 | $4.86B | +10.2% | 746 | AAPL WMT NVDA | Technology 32% | 3.5% | Q2 2026 |
| 8110 | EFG International AG CIK 2109868 | $4.87B | +16.7% | 781 | NVDA MSFT AMZN | Technology 41% | 7.4% | Q2 2026 |
| 8111 | Eastern Bank CIK 1126395 | $4.87B | -0.8% | 755 | AAPL NVDA MSFT | Technology 45% | 4% | Q3 2026 |
| 8112 | Davis R M Inc CIK 891287 | $4.88B | +11.8% | 196 | AAPL GOOGL NVDA | Technology 41% | 0.9% | Q2 2026 |
| 8113 | Freemont Capital Pte Ltd CIK 1796107 | $4.90B | -0.2% | 4 | LIN IFF SXT | Basic Materials 100% | 0% | Q2 2026 |
| 8114 | Alphabet Inc. CIK 1652044 | $4.91B | +22.2% | 27 | PL ASTS CME | Technology 45% | 1.8% | Q2 2026 |
| 8115 | Systematic Financial Management LP CIK 1085936 | $4.91B | +16.5% | 235 | SIMO MLI JAZZ | Industrials 19% | 6.6% | Q2 2026 |
| 8116 | Apollo Management Holdings, L.P. CIK 1449434 | $4.93B | +9.1% | 72 | RXT PXED HGV | Consumer Discretionary 35% | 11.7% | Q2 2026 |
| 8117 | Optiver Holding B.V. CIK 1859606 | $4.96B | +136.3% | 1,904 | MU TSM NVDA | Technology 80% | 19.4% | Q2 2026 |
| 8118 | Commerzbank Aktiengesellschaft CIK 852933 | $4.97B | +7.1% | 340 | GOOGL MSFT AAPL | Technology 47% | 9.9% | Q2 2026 |
| 8119 | Curi Capital, LLC CIK 1332905 | $4.97B | +17.0% | 674 | AAPL MSFT NVDA | Technology 34% | 8.6% | Q2 2026 |
| 8120 | Maple Rock Capital Partners Inc. CIK 1658363 | $4.98B | +67.6% | 49 | WDC STX UNH | Technology 25% | 15.3% | Q2 2026 |
| 8121 | Kayne Anderson Capital Advisors LP CIK 949615 | $4.99B | -2.6% | 51 | WMB EPD ET | Energy 95% | 7.2% | Q2 2026 |
| 8122 | Glenview Capital Management, LLC CIK 1138995 | $5.01B | +39.1% | 42 | GPN CVS THC | Healthcare 55% | 30.1% | Q2 2026 |
| 8123 | Confluence Investment Management LLC CIK 1442056 | $5.01B | -7.1% | 195 | CVX CB ZTS | Financial Services 22% | 6.9% | Q3 2026 |
| 8124 | Thompson Siegel & Walmsley LLC CIK 1008322 | $5.05B | -2.6% | 369 | AER CHKP KHC | Technology 21% | 10.3% | Q2 2026 |
| 8125 | Donald Smith & Co., Inc. CIK 814375 | $5.06B | +2.8% | 59 | AER HOG MHO | Financial Services 33% | 5.9% | Q2 2026 |
| 8126 | Equity Investment Corp CIK 1685771 | $5.07B | +8.8% | 62 | VZ GSK UPS | Financial Services 22% | 4.8% | Q2 2026 |
| 8127 | Horizon Investments, LLC CIK 1560717 | $5.09B | +10.3% | 1,103 | NVDA AAPL GOOGL | Technology 39% | 11.2% | Q2 2026 |
| 8128 | Summit Trail Advisors, LLC CIK 1698478 | $5.11B | +15.4% | 1,245 | AVGO AAPL NVDA | Technology 41% | 4% | Q2 2026 |
| 8129 | Fideuram Asset Management (Ireland) dac CIK 2109923 | $5.13B | +557.6% | 712 | MSFT GOOGL NVDA | Technology 34% | 2.5% | Q2 2026 |
| 8130 | Skye Global Management LP CIK 1675884 | $5.14B | +10.7% | 30 | AMZN V GE | Consumer Discretionary 48% | 5.9% | Q2 2026 |
| 8131 | Gulf International Bank (UK) Ltd CIK 1598697 | $5.15B | +2.3% | 532 | NVDA AAPL MSFT | Technology 49% | 0.5% | Q3 2026 |
| 8132 | Orbimed Advisors LLC CIK 1055951 | $5.16B | +20.1% | 111 | EWTX ELVN LLY | Healthcare 100% | 15% | Q2 2026 |
| 8133 | Meitav Investment House LTD CIK 1398346 | $5.16B | +24.7% | 155 | TSM TEVA AMZN | Technology 53% | 37.3% | Q2 2026 |
| 8134 | Susquehanna Fundamental Investments, LLC CIK 1446179 | $5.18B | +101.0% | 716 | GE V UBER | Financial Services 34% | 13.3% | Q2 2026 |
| 8135 | Bank Pictet & Cie (Europe) AG CIK 1123274 | $5.18B | +3.5% | 177 | NVDA MSFT AMZN | Technology 48% | 3.8% | Q3 2026 |
| 8136 | Avanza Fonder AB CIK 2035325 | $5.20B | +13.9% | 443 | AAPL NVDA MSFT | Technology 50% | 0% | Q3 2026 |
| 8137 | Cincinnati Financial Corp CIK 20286 | $5.23B | +6.1% | 55 | AAPL AVGO CSCO | Technology 42% | 2.2% | Q2 2026 |
| 8138 | Shelton Capital Management CIK 1002784 | $5.23B | +17.3% | 676 | AAPL NVDA MSFT | Technology 59% | 7.6% | Q2 2026 |
| 8139 | Atria Investments, Inc CIK 1535865 | $5.24B | +9.2% | 1,335 | NVDA MSFT AAPL | Technology 36% | 3.1% | Q3 2026 |
| 8140 | DJE Kapital AG CIK 1659196 | $5.24B | +16.4% | 121 | LLY NVDA AMZN | Technology 43% | 20.4% | Q2 2026 |
| 8141 | Merewether Investment Management, LP CIK 1736852 | $5.25B | +7.9% | 79 | DVN OVV ETR | Energy 48% | 27.5% | Q2 2026 |
| 8142 | ANTIPODES PARTNERS Ltd CIK 1652442 | $5.26B | +6.0% | 123 | AMZN AEP COF | Utilities 29% | 10% | Q2 2026 |
| 8143 | Integrated Wealth Concepts LLC CIK 1737109 | $5.30B | +47.9% | 3,554 | AAPL NVDA MSFT | Technology 39% | 3.3% | Q2 2026 |
| 8144 | Savant Capital, LLC CIK 1482880 | $5.31B | +109.4% | 1,223 | AAPL MSFT NVDA | Technology 36% | 0.9% | Q2 2026 |
| 8145 | Junto Capital Management LP CIK 1595880 | $5.32B | +16.4% | 78 | ORLY WMT FWONK | Financial Services 28% | 55.9% | Q2 2026 |
| 8146 | Flputnam Investment Management Co CIK 1140334 | $5.32B | +34.7% | 444 | NVDA AAPL GOOGL | Technology 51% | 6.2% | Q2 2026 |
| 8147 | Evelyn Partners Group Ltd CIK 2146944 | $5.32B | — | 462 | AZN GOOGL AMZN | Technology 36% | – | Q2 2026 |
| 8148 | Mondrian Investment Partners LTD CIK 1317724 | $5.33B | -16.3% | 91 | YUMC SONY LYG | Technology 21% | 4.6% | Q3 2026 |
| 8149 | ACR Alpine Capital Research, LLC CIK 1508822 | $5.33B | +1.4% | 32 | JNJ CVX LEN | Consumer Discretionary 22% | 11.1% | Q2 2026 |
| 8150 | Voleon Capital Management LP CIK 1479847 | $5.34B | +17.4% | 742 | NVDA AAPL MSFT | Technology 40% | 25.8% | 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.