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 |
|---|---|---|---|---|---|---|---|---|
| 951 | Capital Investment Advisors, LLC CIK 1582732 | $3.04B | +0.5% | 390 | AAPL GOOGL MSFT | Technology 32% | 4.2% | Q3 2026 |
| 952 | Capital International LTD CIK 1065350 | $3.03B | +13.2% | 147 | META NVDA AVGO | Technology 43% | 6.2% | Q2 2026 |
| 953 | Covea Finance CIK 1636948 | $3.03B | -3.8% | 164 | NVDA GOOGL AAPL | Technology 40% | 12.8% | Q3 2026 |
| 954 | Edgestream Partners, L.P. CIK 1535061 | $3.01B | +5.8% | 805 | NVDA NI DTM | Financial Services 18% | 47.8% | Q2 2026 |
| 955 | First Citizens Bank & Trust Co CIK 1092203 | $3.01B | +15.8% | 563 | AAPL NVDA MSFT | Technology 45% | 8.5% | Q3 2026 |
| 956 | Van Berkom & Associates Inc. CIK 1524408 | $3.01B | +0.7% | 61 | VCTR CRL ENSG | Industrials 34% | 8.6% | Q2 2026 |
| 957 | Simplex Trading, LLC CIK 1488542 | $3.00B | +12.8% | 1,946 | NVDA GOOGL AMZN | Technology 52% | 45.4% | Q2 2026 |
| 958 | Ameritas Investment Partners, Inc. CIK 1055980 | $2.99B | +17.5% | 2,776 | NVDA AAPL MSFT | Technology 41% | 3.8% | Q2 2026 |
| 959 | NorthCoast Asset Management LLC CIK 1665198 | $2.98B | +3.6% | 352 | AAPL NVDA MSFT | Technology 49% | 6.8% | Q2 2026 |
| 960 | Lighthouse Investment Partners, LLC CIK 1600344 | $2.98B | +18.0% | 630 | MA DLR WMT | Financial Services 20% | 50.5% | Q2 2026 |
| 961 | Clifford Swan Investment Counsel LLC CIK 1034642 | $2.97B | +5.5% | 261 | AAPL GOOGL MSFT | Technology 33% | 1.4% | Q2 2026 |
| 962 | Focused Investors LLC CIK 1426398 | $2.96B | -3.7% | 23 | GS MS JNJ | Healthcare 28% | 4.3% | Q2 2026 |
| 963 | Bailard, Inc. CIK 750641 | $2.96B | +2.6% | 568 | AAPL MSFT NVDA | Technology 50% | 3.1% | Q3 2026 |
| 964 | Palestra Capital Management LLC CIK 1568788 | $2.95B | +15.8% | 21 | STX LIN ADI | Technology 47% | 36.2% | Q2 2026 |
| 965 | Harvest Fund Management Co., Ltd CIK 1694126 | $2.95B | +28.1% | 432 | NVDA AAPL MU | Technology 73% | 7.8% | Q2 2026 |
| 966 | Becker Capital Management Inc CIK 799004 | $2.94B | +8.6% | 205 | AAPL MSFT JPM | Technology 32% | 3.1% | Q2 2026 |
| 967 | 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 |
| 968 | Livforsakringsbolaget Skandia, Omsesidigt CIK 1547926 | $2.94B | -3.3% | 420 | NVDA AAPL MSFT | Technology 57% | 3.1% | Q3 2026 |
| 969 | Diversified Trust Co CIK 1479844 | $2.93B | +13.5% | 873 | COKE AAPL NVDA | Technology 38% | 10% | Q2 2026 |
| 970 | Chilton Capital Management LLC CIK 1056859 | $2.93B | +10.9% | 433 | NVDA AAPL GOOG | Technology 41% | 8.8% | Q2 2026 |
| 971 | Caledonia (Private) Investments Pty Ltd CIK 1352924 | $2.93B | -13.2% | 17 | FLUT Z ZG | Technology 44% | 3.5% | Q2 2026 |
| 972 | Blue Whale Capital LLP CIK 1801547 | $2.93B | +44.3% | 26 | LRCX AMAT NVDA | Technology 67% | 19.5% | Q2 2026 |
| 973 | Old National Bancorp CIK 707179 | $2.93B | +1.4% | 429 | LLY AAPL MSFT | Healthcare 32% | 4.1% | Q3 2026 |
| 974 | Intact Investment Management Inc. CIK 1443077 | $2.91B | -4.2% | 190 | MFC TD CNI | Financial Services 29% | 13.1% | Q2 2026 |
| 975 | Mgo One Seven LLC CIK 1731444 | $2.91B | +22.0% | 791 | NVDA AAPL MSFT | Technology 39% | 4.9% | Q2 2026 |
| 976 | Giverny Capital Inc. CIK 1641864 | $2.91B | +8.9% | 47 | GOOG HEI-A META | Technology 32% | 9.1% | Q2 2026 |
| 977 | General Atlantic, L.P. CIK 1017645 | $2.91B | +44.0% | 12 | LFTO DLO CHYM | Technology 70% | 5.8% | Q2 2026 |
| 978 | Trian Fund Management, L.P. CIK 1345471 | $2.90B | +30.3% | 7 | GE SOLV FERG | Industrials 61% | 1.4% | Q2 2026 |
| 979 | Trivest Advisors Ltd CIK 1555623 | $2.90B | +114.7% | 13 | STX MU WDC | Technology 90% | 34.3% | Q2 2026 |
| 980 | BNP Paribas CIK 872786 | $2.90B | +9.5% | 300 | NVDA MSFT AVGO | Technology 53% | 8% | Q2 2026 |
| 981 | Hamilton Capital Partners Inc. CIK 2141005 | $2.89B | +17.5% | 202 | MU AMD AAPL | Technology 43% | 6.3% | Q2 2026 |
| 982 | Polar Asset Management Partners Inc. CIK 1326389 | $2.89B | +48.7% | 511 | MSFT TD SLF | Financial Services 62% | 35.2% | Q2 2026 |
| 983 | Yaupon Capital Management LP CIK 1755028 | $2.89B | +55.3% | 101 | NFG DVN NI | Energy 39% | 23.6% | Q2 2026 |
| 984 | Kinetic Partners Management, LP CIK 1911448 | $2.89B | +64.7% | 44 | DPC SNOW AMZN | Technology 49% | 23.7% | Q2 2026 |
| 985 | Daymark Wealth Partners, LLC CIK 1956824 | $2.89B | +25.0% | 503 | AAPL NVDA MSFT | Technology 42% | 2.2% | Q2 2026 |
| 986 | Group One Trading LLC CIK 932540 | $2.88B | +14.7% | 1,684 | TSM MU MRVL | Technology 35% | 44.4% | Q2 2026 |
| 987 | Cookson Peirce & Co Inc CIK 1141455 | $2.88B | +30.0% | 266 | GLW TSM APH | Technology 33% | 11.2% | Q2 2026 |
| 988 | Elevation Point Wealth Partners, LLC CIK 1744349 | $2.88B | +21.0% | 788 | AAPL GLD BOKF | Technology 36% | 4.5% | Q2 2026 |
| 989 | Ghisallo Capital Management LLC CIK 1825214 | $2.87B | +21.4% | 250 | DLR GOOGL GOOG | Technology 29% | 49.7% | Q2 2026 |
| 990 | NFJ Investment Group, LLC CIK 1862664 | $2.86B | +10.4% | 201 | DINO AAPL GEV | Financial Services 27% | 28.4% | Q2 2026 |
| 991 | Aquatic Capital Management LLC CIK 1803916 | $2.86B | -16.8% | 1,193 | META NFLX BSX | Technology 25% | 60.7% | Q2 2026 |
| 992 | Dixon Mitchell Investment Counsel Inc. CIK 1993485 | $2.86B | +13.6% | 125 | TD RY GOOGL | Financial Services 36% | 2.7% | Q2 2026 |
| 993 | Soleus Capital Management, L.P. CIK 1802630 | $2.86B | +17.3% | 94 | KRYS CELC TGTX | Healthcare 100% | 29.1% | Q2 2026 |
| 994 | Davidson Kempner Capital Management LP CIK 1595082 | $2.86B | +29.2% | 143 | ARKO CBRS TDS | Technology 30% | 34.6% | Q2 2026 |
| 995 | Eagle Global Advisors LLC CIK 1130787 | $2.86B | +8.0% | 222 | AAPL TRGP ET | Energy 40% | 3.7% | Q2 2026 |
| 996 | Saudi Electronic Games Holding Co CIK 2100727 | $2.85B | +26.6% | 1 | TTWO | Technology 100% | 0% | Q2 2026 |
| 997 | Performance Wealth Partners, LLC CIK 1908765 | $2.85B | +10.7% | 146 | AAPL GOOG NVDA | Technology 69% | 1.5% | Q2 2026 |
| 998 | Patient Capital Management, LLC CIK 1854794 | $2.85B | +12.9% | 36 | RPRX C GOOGL | Technology 29% | 7% | Q2 2026 |
| 999 | WINTON GROUP Ltd CIK 1612063 | $2.85B | +5.7% | 1,103 | BRK-A SOLS KLAC | Technology 26% | 54.3% | Q2 2026 |
| 1000 | SummitTX Capital, L.P. CIK 2052310 | $2.85B | +30.1% | 713 | ADI MKSI ASML | Technology 22% | 46.5% | 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.