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 |
|---|---|---|---|---|---|---|---|---|
| 651 | Peapack Gladstone Financial Corp CIK 1050743 | $5.51B | +9.8% | 452 | AAPL GOOGL MSFT | Technology 36% | 2.2% | Q2 2026 |
| 652 | Todd Asset Management LLC CIK 1071483 | $5.51B | +10.2% | 173 | DELL TEVA CB | Financial Services 26% | 5.1% | Q2 2026 |
| 653 | Sapient Capital LLC CIK 1998653 | $5.50B | -4.1% | 268 | LLY AAPL APP | Technology 36% | 3.4% | Q3 2026 |
| 654 | Aptus Capital Advisors, LLC CIK 1664193 | $5.48B | +13.5% | 614 | NVDA AAPL MSFT | Technology 38% | 4.1% | Q2 2026 |
| 655 | Abrams Capital Management, L.P. CIK 1358706 | $5.48B | +18.1% | 11 | LOAR LAD GOOGL | Industrials 47% | 0% | Q2 2026 |
| 656 | Advisors Asset Management, Inc. CIK 1297376 | $5.47B | +9.3% | 1,174 | GOOGL AMZN AAPL | Technology 28% | 7.1% | Q2 2026 |
| 657 | Nicholas Company, Inc. CIK 903949 | $5.47B | +7.6% | 195 | GOOG NVDA AMZN | Technology 42% | 1.4% | Q2 2026 |
| 658 | ANTIPODES PARTNERS Ltd CIK 1652442 | $5.46B | +5.1% | 128 | AMZN AEP COF | Utilities 28% | 10.3% | Q2 2026 |
| 659 | Kohlberg Kravis Roberts & Co. L.P. CIK 1399770 | $5.44B | +7.3% | 15 | BTSG HSIC BBIO | Healthcare 81% | 4.3% | Q2 2026 |
| 660 | Fiduciary Trust Co CIK 35442 | $5.44B | +8.0% | 657 | BRK-A TJX AAPL | Technology 34% | 1.6% | Q2 2026 |
| 661 | Brevan Howard Capital Management LP CIK 1512857 | $5.43B | -21.8% | 1,823 | IBIT AAPL MSFT | Technology 29% | 40.1% | Q2 2026 |
| 662 | Kennedy Capital Management LLC CIK 884589 | $5.42B | +20.5% | 524 | MRCY VMI CHEF | Industrials 26% | 14.4% | Q2 2026 |
| 663 | Baupost Group LLC CIK 1061768 | $5.40B | +5.6% | 22 | AMZN ELV QSR | Consumer Discretionary 35% | 12.6% | Q2 2026 |
| 664 | Capital Advisors Inc CIK 860828 | $5.40B | +10.4% | 268 | PEP NVDA AAPL | Technology 35% | 4.8% | Q2 2026 |
| 665 | Evelyn Partners Group Ltd CIK 2146944 | $5.39B | — | 466 | AZN GOOGL AMZN | Technology 35% | – | Q2 2026 |
| 666 | Voleon Capital Management LP CIK 1479847 | $5.38B | +17.4% | 749 | NVDA AAPL MSFT | Technology 42% | 26% | Q2 2026 |
| 667 | Allworth Financial LP CIK 1555170 | $5.38B | -0.2% | 3,403 | AAPL NVDA MSFT | Technology 42% | 2.7% | Q2 2026 |
| 668 | Savant Capital, LLC CIK 1482880 | $5.36B | +109.0% | 1,237 | AAPL MSFT NVDA | Technology 36% | 1% | Q2 2026 |
| 669 | Junto Capital Management LP CIK 1595880 | $5.35B | +17.1% | 79 | ORLY WMT FWONK | Financial Services 28% | 55.7% | Q2 2026 |
| 670 | Integrated Wealth Concepts LLC CIK 1737109 | $5.33B | +48.2% | 3,571 | AAPL NVDA MSFT | Technology 39% | 3.4% | Q2 2026 |
| 671 | Flputnam Investment Management Co CIK 1140334 | $5.33B | +34.6% | 453 | NVDA AAPL GOOGL | Technology 51% | 6.2% | Q2 2026 |
| 672 | Generali Asset Management SPA SGR CIK 2046751 | $5.33B | +14.8% | 514 | NVDA MSFT GOOGL | Technology 40% | 5.1% | Q2 2026 |
| 673 | DJE Kapital AG CIK 1659196 | $5.31B | +17.6% | 124 | LLY NVDA AMZN | Technology 42% | 20.4% | Q2 2026 |
| 674 | PointState Capital LP CIK 1509842 | $5.27B | +44.3% | 39 | PCG AMZN DASH | Technology 31% | 34% | Q2 2026 |
| 675 | Shelton Capital Management CIK 1002784 | $5.26B | +18.3% | 681 | AAPL NVDA MSFT | Technology 59% | 8.4% | Q2 2026 |
| 676 | Apollo Management Holdings, L.P. CIK 1449434 | $5.25B | +16.4% | 71 | RXT PXED HGV | Consumer Discretionary 37% | 18.3% | Q2 2026 |
| 677 | Susquehanna Fundamental Investments, LLC CIK 1446179 | $5.25B | +101.8% | 722 | GE V UBER | Financial Services 33% | 13.3% | Q2 2026 |
| 678 | Atria Investments, Inc CIK 1535865 | $5.25B | +9.1% | 1,340 | NVDA MSFT AAPL | Technology 36% | 3.2% | Q3 2026 |
| 679 | Cincinnati Financial Corp CIK 20286 | $5.23B | +6.1% | 55 | AAPL AVGO CSCO | Technology 42% | 2.2% | Q2 2026 |
| 680 | Avanza Fonder AB CIK 2035325 | $5.22B | +14.0% | 452 | AAPL NVDA MSFT | Technology 50% | 0% | Q3 2026 |
| 681 | Resolution Capital Ltd CIK 1612389 | $5.20B | +12.2% | 38 | WELL EQIX FRT | Real Estate 84% | 11.3% | Q2 2026 |
| 682 | Fideuram Asset Management (Ireland) dac CIK 2109923 | $5.20B | +569.5% | 724 | MSFT GOOGL NVDA | Technology 34% | 2.4% | Q2 2026 |
| 683 | Bank Pictet & Cie (Europe) AG CIK 1123274 | $5.20B | +3.6% | 179 | NVDA MSFT AMZN | Technology 48% | 3.9% | Q3 2026 |
| 684 | Merewether Investment Management, LP CIK 1736852 | $5.18B | +8.8% | 79 | DVN OVV ETR | Energy 48% | 26.7% | Q2 2026 |
| 685 | Meitav Investment House LTD CIK 1398346 | $5.17B | +24.7% | 156 | TSM TEVA AMZN | Technology 53% | 37.3% | Q2 2026 |
| 686 | Gulf International Bank (UK) Ltd CIK 1598697 | $5.16B | +2.3% | 539 | NVDA AAPL MSFT | Technology 49% | 0.5% | Q3 2026 |
| 687 | Orbimed Advisors LLC CIK 1055951 | $5.16B | +20.0% | 110 | EWTX ELVN LLY | Healthcare 100% | 15% | Q2 2026 |
| 688 | Summit Trail Advisors, LLC CIK 1698478 | $5.14B | +16.0% | 1,251 | AVGO AAPL NVDA | Technology 42% | 4% | Q2 2026 |
| 689 | Skye Global Management LP CIK 1675884 | $5.14B | +10.7% | 30 | AMZN V GE | Consumer Discretionary 48% | 5.9% | Q2 2026 |
| 690 | Equity Investment Corp CIK 1685771 | $5.13B | +8.6% | 63 | VZ GSK UPS | Financial Services 22% | 4.7% | Q2 2026 |
| 691 | Maple Rock Capital Partners Inc. CIK 1658363 | $5.10B | +65.9% | 51 | WDC STX UNH | Technology 24% | 24% | Q2 2026 |
| 692 | Horizon Investments, LLC CIK 1560717 | $5.09B | +10.4% | 1,108 | NVDA AAPL GOOGL | Technology 39% | 11.3% | Q2 2026 |
| 693 | Thompson Siegel & Walmsley LLC CIK 1008322 | $5.08B | -2.4% | 366 | AER SW CHKP | Technology 21% | 10% | Q2 2026 |
| 694 | WT Asset Management Ltd CIK 1780365 | $5.04B | +6.9% | 23 | SNDK STX WDC | Technology 95% | 37.7% | Q2 2026 |
| 695 | Confluence Investment Management LLC CIK 1442056 | $5.01B | -7.1% | 193 | CVX CB ZTS | Financial Services 22% | 6.9% | Q3 2026 |
| 696 | Glenview Capital Management, LLC CIK 1138995 | $5.01B | +35.5% | 42 | GPN CVS THC | Healthcare 55% | 32% | Q2 2026 |
| 697 | Commerzbank Aktiengesellschaft CIK 852933 | $5.00B | +4.6% | 345 | GOOGL MSFT AAPL | Technology 47% | 9.7% | Q2 2026 |
| 698 | Kayne Anderson Capital Advisors LP CIK 949615 | $4.99B | -2.6% | 51 | WMB EPD ET | Energy 95% | 7.2% | Q2 2026 |
| 699 | Curi Capital, LLC CIK 1332905 | $4.99B | +17.1% | 676 | AAPL MSFT NVDA | Technology 35% | 8.6% | Q2 2026 |
| 700 | Optiver Holding B.V. CIK 1859606 | $4.98B | +135.5% | 1,919 | MU TSM NVDA | Technology 80% | 19.6% | 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.