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 |
|---|---|---|---|---|---|---|---|---|
| 851 | Scopus Asset Management, L.P. CIK 1317583 | $3.62B | +31.9% | 118 | ESI LIN CRH | Industrials 32% | 28.8% | Q2 2026 |
| 852 | Atlantic Union Bankshares Corp CIK 883948 | $3.62B | +12.4% | 1,097 | AAPL NVDA MSFT | Technology 43% | 1.7% | Q2 2026 |
| 853 | TCTC Holdings, LLC CIK 1483870 | $3.61B | +8.0% | 192 | DINO MSFT JPM | Energy 29% | 0.7% | Q2 2026 |
| 854 | Evelyn Partners Investment Management LLP CIK 2065206 | $3.59B | +1.7% | 341 | AZN MSFT AMZN | Technology 33% | 4% | Q1 2026 |
| 855 | Oaktree Capital Management LP CIK 949509 | $3.59B | -2.8% | 43 | TRMD EXE GTX | Industrials 25% | 18.5% | Q2 2026 |
| 856 | Miller Howard Investments Inc CIK 903947 | $3.59B | -2.5% | 139 | MPLX EPD ET | Energy 40% | 6% | Q3 2026 |
| 857 | Troy Asset Management Ltd CIK 1601407 | $3.59B | +7.0% | 29 | V GOOGL A | Technology 32% | 7.5% | Q2 2026 |
| 858 | BVF Inc CIK 1056807 | $3.58B | +17.1% | 40 | RVMD KYMR MLTX | Healthcare 100% | 3.8% | Q2 2026 |
| 859 | Profund Advisors LLC CIK 1129919 | $3.58B | +33.4% | 1,142 | NVDA MU AVGO | Technology 65% | 4.1% | Q2 2026 |
| 860 | Vaughan David Investments LLC CIK 1063571 | $3.57B | +8.7% | 141 | LRCX JPM MSFT | Financial Services 18% | 2.5% | Q2 2026 |
| 861 | Vise Technologies, Inc. CIK 1812090 | $3.57B | +46.3% | 1,174 | NVDA MSFT GOOGL | Technology 39% | 14.6% | Q2 2026 |
| 862 | Douglass Winthrop Advisors, LLC CIK 1308527 | $3.56B | +7.9% | 179 | BRK-B AMZN MSFT | Financial Services 25% | 4.4% | Q2 2026 |
| 863 | Armistice Capital, LLC CIK 1601086 | $3.55B | +22.6% | 278 | MDGL SUPN CYTK | Healthcare 68% | 25.9% | Q2 2026 |
| 864 | Dana Investment Advisors, Inc. CIK 1427514 | $3.55B | +15.5% | 463 | AAPL NVDA GOOGL | Technology 38% | 8% | Q2 2026 |
| 865 | Gradient Investments LLC CIK 1542265 | $3.54B | -4.5% | 298 | NVDA AAPL MSFT | Technology 33% | 3.9% | Q3 2026 |
| 866 | Evergreen Capital Management LLC CIK 1260824 | $3.54B | +0.1% | 1,205 | NVDA AAPL MSFT | Technology 33% | 5.6% | Q3 2026 |
| 867 | TPG GP A, LLC CIK 1903793 | $3.53B | +18.4% | 33 | LFST JXN LTH | Healthcare 58% | 9.1% | Q2 2026 |
| 868 | Ceredex Value Advisors LLC CIK 1738726 | $3.52B | +10.8% | 167 | AAPL AEP HBAN | Industrials 22% | 39.3% | Q2 2026 |
| 869 | Northwest & Ethical Investments L.P. CIK 2033536 | $3.52B | -6.1% | 467 | NVDA MSFT AAPL | Technology 32% | 7.2% | Q2 2026 |
| 870 | Bleakley Financial Group, LLC CIK 1936953 | $3.51B | +27.1% | 670 | AAPL NVDA CEF | Technology 37% | 2.4% | Q2 2026 |
| 871 | Cooperman Leon G CIK 898382 | $3.50B | +20.9% | 29 | VRT RKT ET | Industrials 37% | 7.4% | Q2 2026 |
| 872 | Meyer Handelman Co CIK 45319 | $3.50B | +9.5% | 213 | MSFT AAPL GOOG | Technology 29% | 2.5% | Q2 2026 |
| 873 | Rokos Capital Management LLP CIK 1666335 | $3.49B | -28.6% | 123 | GOOGL NVDA C | Technology 48% | 29.1% | Q2 2026 |
| 874 | Choreo, LLC CIK 1679031 | $3.48B | +9.5% | 1,143 | AAPL NVDA MSFT | Technology 38% | 3.4% | Q2 2026 |
| 875 | Hartford Investment Management Co CIK 922439 | $3.47B | +11.1% | 479 | NVDA AAPL MSFT | Technology 47% | 0.7% | Q2 2026 |
| 876 | Mufg Securities (Canada), LTD. CIK 1656187 | $3.46B | +8.5% | 36 | RY TRP TD | Financial Services 42% | 4.6% | Q2 2026 |
| 877 | Envestnet Portfolio Solutions, Inc. CIK 1998033 | $3.45B | +18.5% | 798 | NVDA AAPL MSFT | Technology 40% | 4.7% | Q2 2026 |
| 878 | Fisher Funds Management LTD CIK 1435028 | $3.43B | -1.9% | 169 | MSFT NVDA AAPL | Technology 41% | 15.1% | Q3 2026 |
| 879 | Heritage Investors Management Corp CIK 937589 | $3.42B | +9.7% | 212 | AAPL PANW AVGO | Technology 40% | 1% | Q2 2026 |
| 880 | Fideuram - Intesa Sanpaolo Private Banking S.P.A. CIK 1280487 | $3.42B | +4.3% | 434 | NVDA MSFT AAPL | Technology 45% | 19.2% | Q3 2026 |
| 881 | Tremblant Capital Group CIK 1353312 | $3.41B | +12.3% | 57 | VRNS SMTC LYV | Technology 46% | 17.4% | Q2 2026 |
| 882 | Sumitomo Mitsui Financial Group, Inc. CIK 1022837 | $3.41B | +1.8% | 90 | ARES JEF GLD | Financial Services 59% | 1.2% | Q2 2026 |
| 883 | Spruce House Investment Management LLC CIK 1543170 | $3.40B | +21.4% | 11 | APP CVNA CPAY | Technology 40% | 0% | Q2 2026 |
| 884 | Braun Stacey Associates Inc CIK 872080 | $3.39B | -1.5% | 98 | NVDA AAPL MSFT | Technology 45% | 9.4% | Q3 2026 |
| 885 | Riverbridge Partners LLC CIK 1112325 | $3.39B | -12.3% | 124 | NVDA MSFT HEI | Technology 37% | 1.7% | Q2 2026 |
| 886 | Hyperion Asset Management Ltd CIK 1619844 | $3.39B | -5.2% | 19 | TSLA META GOOGL | Technology 67% | 6.6% | Q3 2026 |
| 887 | Moran Wealth Management, LLC CIK 1965334 | $3.37B | +1.1% | 443 | NVDA AVGO MSFT | Technology 33% | 4.5% | Q3 2026 |
| 888 | Summit Partners Public Asset Management, LLC CIK 1638555 | $3.37B | +67.1% | 76 | GH MKSI DOCN | Technology 53% | 33% | Q2 2026 |
| 889 | Silvant Capital Management LLC CIK 1738728 | $3.36B | +16.9% | 374 | NVDA GOOGL AVGO | Technology 63% | 16.4% | Q2 2026 |
| 890 | Florida Trust Wealth Management Co CIK 1651023 | $3.35B | +11.8% | 334 | GOOG AAPL MSFT | Technology 36% | 3.8% | Q2 2026 |
| 891 | Tokio Marine Asset Management Co LTD CIK 1504169 | $3.34B | +5.4% | 492 | NVDA AAPL MSFT | Technology 49% | 1.3% | Q3 2026 |
| 892 | Parallel Advisors, LLC CIK 1690010 | $3.34B | +19.7% | 2,816 | CORT AAPL NVDA | Technology 44% | 4% | Q2 2026 |
| 893 | Rwa Wealth Partners, LLC CIK 1544576 | $3.33B | +16.4% | 373 | AAPL MSFT JPM | Technology 38% | 4% | Q2 2026 |
| 894 | Anchor Capital Advisors LLC CIK 813933 | $3.31B | +1.3% | 187 | ADI MTB PNC | Financial Services 18% | 8.2% | Q2 2026 |
| 895 | MUFG Bank, Ltd. CIK 852743 | $3.31B | +13.3% | 4 | USB GRAB PSNY | Financial Services 81% | 0% | Q2 2026 |
| 896 | ATLAS Infrastructure Partners (UK) Ltd. CIK 1924953 | $3.30B | +16.1% | 11 | PNW PEG ED | Utilities 97% | 14.2% | Q2 2026 |
| 897 | Needham Investment Management LLC CIK 1167212 | $3.30B | +73.2% | 173 | VICR AIP VSH | Technology 40% | 3% | Q2 2026 |
| 898 | HUB Investment Partners, LLC CIK 1841815 | $3.30B | +30.6% | 831 | NVDA AAPL MSFT | Technology 55% | 1.9% | Q2 2026 |
| 899 | Associated Banc-Corp CIK 7789 | $3.29B | +10.5% | 251 | LRCX GOOGL NVDA | Technology 40% | 2.6% | Q2 2026 |
| 900 | Cardinal Capital Management, Inc. CIK 1518235 | $3.29B | +6.7% | 55 | SU MFC RY | Financial Services 30% | 2.7% | Q3 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.