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 |
|---|---|---|---|---|---|---|---|---|
| 1951 | Titan Investment Solutions Ltd CIK 2103356 | $891.14M | +14.2% | 59 | NVDA TSM LLY | Technology 42% | 11.8% | Q2 2026 |
| 1952 | Caledonia Investments PLC CIK 1037766 | $890.19M | +0.8% | 15 | PM TXN MSFT | Technology 34% | 1.5% | Q3 2026 |
| 1953 | Laurion Capital Management LP CIK 1390202 | $890.16M | +17.9% | 241 | NSC BBIO DLR | Healthcare 36% | 37.1% | Q2 2026 |
| 1954 | Discerene Group LP CIK 1632958 | $889.14M | +2.9% | 12 | BABA JD EDU | Technology 38% | 2% | Q2 2026 |
| 1955 | George Kaiser Family Foundation CIK 1265376 | $888.88M | +16.2% | 101 | BOKF EE ASPN | Financial Services 54% | 1% | Q2 2026 |
| 1956 | Linscomb Wealth, Inc. CIK 1313294 | $888.54M | -6.6% | 184 | XOM LRCX AVGO | Technology 32% | 1.4% | Q2 2026 |
| 1957 | Cantor Fitzgerald Investment Advisors L.P. CIK 1710477 | $888.54M | +0.1% | 116 | HPE EMR CVS | Financial Services 16% | 5.5% | Q3 2026 |
| 1958 | Griffin Asset Management, Inc. CIK 883803 | $888.31M | -1.0% | 191 | AAPL MSFT ASML | Technology 30% | 3.1% | Q3 2026 |
| 1959 | Camrose Capital Investment Partners LLP CIK 2040608 | $885.09M | +15.8% | 10 | TXN CNM MA | Technology 24% | 1.3% | Q2 2026 |
| 1960 | TritonPoint Partners, LLC CIK 2111167 | $884.93M | +579.4% | 233 | AAPL GOOGL GOOG | Technology 39% | 3.1% | Q2 2026 |
| 1961 | Permian Investment Partners, LP CIK 1472850 | $881.38M | -0.7% | 11 | TIC GRFS MRP | Industrials 53% | 10.3% | Q2 2026 |
| 1962 | Atlas Venture Life Science Advisors, LLC CIK 1917529 | $881.29M | +11.6% | 7 | KYMR DYN SION | Healthcare 100% | 14.6% | Q2 2026 |
| 1963 | Greatmark Investment Partners, Inc. CIK 1540944 | $881.25M | +3.3% | 131 | AFL MPC AAPL | Technology 24% | 1% | Q3 2026 |
| 1964 | First American Trust, FSB CIK 36066 | $881.18M | +8.3% | 150 | AAPL MSFT NVDA | Technology 45% | 6% | Q2 2026 |
| 1965 | Violich Capital Management, Inc. CIK 1326766 | $879.66M | +0.6% | 99 | GOOG GOOGL MSFT | Technology 54% | 1% | Q3 2026 |
| 1966 | a16z Perennial Management, L.P. CIK 2009275 | $879.25M | -9.6% | 39 | COIN NU IOT | Technology 63% | 5% | Q2 2026 |
| 1967 | Wealth High Governance Asset Management Ltda. CIK 2111728 | $878.94M | +225.0% | 37 | GNRC GLW PH | Industrials 42% | 24.4% | Q2 2026 |
| 1968 | Texas Capital Bank Wealth Management Services Inc CIK 1802655 | $878.45M | +7.4% | 252 | NVDA IBIT AAPL | Technology 42% | 6.2% | Q2 2026 |
| 1969 | Chickasaw Capital Management LLC CIK 1276460 | $878.40M | — | 39 | WES WMB EPD | Energy 87% | – | Q3 2026 |
| 1970 | Absher Wealth Management, LLC CIK 1802534 | $878.01M | +3.0% | 70 | ADP EMR MTB | Industrials 25% | 6.6% | Q2 2026 |
| 1971 | Genus Capital Management Inc. CIK 1532385 | $877.93M | +16.9% | 183 | NVDA TD RY | Technology 38% | 24.3% | Q2 2026 |
| 1972 | Tamar Securities, LLC CIK 1703081 | $877.68M | +13.4% | 67 | GOOG IBOC AMZN | Technology 50% | 5.6% | Q2 2026 |
| 1973 | Heritage Trust Co CIK 1706028 | $877.21M | +15.7% | 217 | AAPL JNJ MSFT | Technology 36% | 2.6% | Q2 2026 |
| 1974 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd CIK 1622346 | $876.06M | +54.1% | 4 | GOOGL MSFT META | Technology 100% | 18.9% | Q2 2026 |
| 1975 | SPX Gestao de Recursos Ltda CIK 1589176 | $875.75M | -11.0% | 70 | XP LTM TGS | Financial Services 35% | 48.6% | Q2 2026 |
| 1976 | KTF Investments, LLC CIK 2099997 | $875.72M | -5.6% | 69 | DORM MU TSLA | Technology 40% | 3% | Q3 2026 |
| 1977 | American National Bank & Trust CIK 1272164 | $874.57M | -7.2% | 457 | GOOGL AAPL MSFT | Technology 37% | 0.3% | Q3 2026 |
| 1978 | Nellore Capital Management LLC CIK 1846677 | $874.54M | +13.8% | 9 | AMZN MELI APPF | Technology 63% | 1.1% | Q2 2026 |
| 1979 | Sunbelt Securities, Inc. CIK 1632932 | $873.88M | +7.5% | 1,917 | XOM NVDA AAPL | Energy 31% | 3.5% | Q1 2026 |
| 1980 | Petredis Investment Advisors LLC CIK 1964544 | $873.02M | +4.7% | 81 | NVDA MU AAPL | Technology 62% | 0.2% | Q3 2026 |
| 1981 | Caldwell Trust Co CIK 2080218 | $871.07M | +9.8% | 526 | AAPL NVDA GOOGL | Technology 38% | 2.9% | Q2 2026 |
| 1982 | Silverarc Capital Management, LLC CIK 1816307 | $871.03M | +24.2% | 60 | ASND CELC COGT | Healthcare 99% | 28% | Q2 2026 |
| 1983 | Belvedere Trading LLC CIK 1632341 | $870.57M | +103.1% | 88 | NVDA MU INTC | Technology 84% | 23.8% | Q2 2026 |
| 1984 | Telos Capital Management, Inc. CIK 1567889 | $867.95M | +7.8% | 145 | AAPL QCOM GOOGL | Technology 32% | 1.8% | Q2 2026 |
| 1985 | J.P. Marvel Investment Advisors, LLC CIK 1426755 | $867.26M | +23.7% | 59 | NVDA LRCX LLY | Technology 42% | 0.3% | Q2 2026 |
| 1986 | Sax Wealth Advisors, LLC CIK 1846150 | $866.93M | +169.7% | 379 | NVDA AAPL AMD | Technology 59% | 0.7% | Q3 2026 |
| 1987 | Arvest Bank Trust Division CIK 1625959 | $866.34M | +12.8% | 152 | WMT AAPL NVDA | Technology 43% | 5.4% | Q2 2026 |
| 1988 | Tectonic Advisors LLC CIK 1859918 | $865.60M | +1.0% | 224 | VZ HTGC IRM | Technology 16% | 5.8% | Q3 2026 |
| 1989 | Fractal Investments LLC CIK 1843590 | $865.34M | +0.8% | 75 | ET MPLX PAA | Energy 96% | 3.5% | Q3 2026 |
| 1990 | EQT Fund Management S.a r.l. CIK 1834239 | $862.62M | -15.5% | 5 | WAY PHVS OCS | Technology 59% | 0% | Q2 2026 |
| 1991 | Amica Mutual Insurance Co CIK 857508 | $862.47M | +3.2% | 129 | NVDA AAPL MSFT | Technology 44% | 1.5% | Q2 2026 |
| 1992 | Hound Partners, LLC CIK 1353316 | $860.92M | +8.7% | 31 | NCLH CCL META | Technology 38% | 42.6% | Q2 2026 |
| 1993 | Nishkama Capital, LLC CIK 1633799 | $860.76M | +23.3% | 33 | EQIX AMD STX | Technology 83% | 50.4% | Q2 2026 |
| 1994 | DRW Securities, LLC CIK 1481986 | $860.05M | -18.3% | 688 | IBIT NVDA GOOG | Technology 27% | 43.4% | Q2 2026 |
| 1995 | Old West Investment Management, LLC CIK 1549358 | $860.01M | +4.5% | 114 | BRKR OII TDW | Basic Materials 26% | 15.3% | Q2 2026 |
| 1996 | NAN FUNG TRINITY (HK) Ltd CIK 1781880 | $859.67M | +18.9% | 47 | AMD AMCR PPG | Healthcare 38% | 16% | Q2 2026 |
| 1997 | Cassaday & Co Wealth Management LLC CIK 1963612 | $858.86M | +6.2% | 810 | GLDM AAPL DJP | Others 32% | 1.8% | Q3 2026 |
| 1998 | Foster Dykema Cabot & Partners, LLC CIK 2011882 | $858.66M | +12.1% | 247 | APH PWR GOOGL | Industrials 32% | 0.3% | Q2 2026 |
| 1999 | Tran Capital Management, L.P. CIK 1009262 | $858.16M | +0.5% | 56 | ARM NVDA PANW | Technology 48% | 7% | Q3 2026 |
| 2000 | Sepio Capital, LP CIK 1751412 | $858.03M | +49.7% | 199 | ABBV ABT BILL | Healthcare 35% | 10.1% | 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.