Institutions

Browse 20,681 institutional 13F filers

13F API → Top by AUM → Top by Performance → AUM Movers → Most-Held Stocks → Last Quarter's Movers →

Filers

8,827

Positions

1,971,850

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 6, 2026 · Filed 1d
Rothwell Investment Advisors, LLC
Q/E Sep 30, 2026 · Filed 1d
Kingsway Capital Partners Ltd
Q/E Sep 30, 2025 · Filed 1d
Seal Cove Capital, LLC
Q/E Sep 30, 2026 · Filed 1d
Isabella Capital Management LLP
Q/E Sep 30, 2026 · Filed 1d
Wellington Grp LLC
Q/E Sep 30, 2026 · Filed 1d
Crystal Cove Asset Management, LLC
Q/E Sep 30, 2026 · Filed 1d
Titiun Yejiel
Q/E Sep 30, 2026 · Filed 1d
John A. Wolfe & Associates, Inc.
Q/E Sep 30, 2026 · Filed 1d
Financial Concepts Unlimited, Inc.
Q/E Sep 30, 2026 · Filed 1d

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
David Kennon Inc SARASOTA, FL	#5,222	Small	$276,711,589	30	Sep 30, 2026 Filed Oct 13
David Kirn	—	—	—	—	—
David K. Wright	—	—	—	—	—
David LeBlanc	—	—	—	—	—
David Lisonbee	—	—	—	—	—
David L. Liniger	—	—	—	—	—
David McJannet	—	—	—	—	—
David M. Leuschen	—	—	—	—	—
David Moradi	—	—	—	—	—
David M. Rubenstein	—	—	—	—	—
David M. Slager	—	—	—	—	—
David Overton	—	—	—	—	—
David R. Parker and Jacqueline F. Parker	—	—	—	—	—
David S. Congdon	—	—	—	—	—
David Scott	—	—	—	—	—
David Seldin	—	—	—	—	—
David Shan	—	—	—	—	—
David S. Lobel	—	—	—	—	—
Davidson Capital Management Inc. CORPUS CHRISTI, TX	#3,363	Small	$498,907,481	97	Sep 30, 2026 Filed Oct 15
DAVIDSON & GARRARD INC LYNCHBURG, VA	—	—	—	—	—
DAVIDSON INVESTMENT ADVISORS GREAT FALLS, MT	#1,422	Mid	$2,363,318,047	105	Sep 30, 2026 Filed Oct 20
Davidson Kahn Capital Management, LLC SHERMAN OAKS, CA	#6,034	Small	$230,146,226	61	Sep 30, 2026 Filed Oct 26
Davidson Kempner Capital Management LLC New York, NY	—	—	—	—	—
Davidson Kempner Capital Management LP New York, NY	#753	Mid	$6,248,982,303	174	Jun 30, 2026 Filed Aug 14
DAVIDSON KEMPNER PARTNERS New York, NY	—	Mid	$3,798,831,771	178	Mar 31, 2023 Filed May 15
DAVIDSON SPENCER	—	—	—	—	—
DAVIDSON TRUST CO SEATTLE, WA	#5,712	Small	$248,586,171	139	Sep 30, 2026 Filed Oct 9
David Springer	—	—	—	—	—
David S. Rosenblatt	—	—	—	—	—
David Strang	—	—	—	—	—
David T. Hamamoto	—	—	—	—	—
David T. Lu	—	—	—	—	—
David Tsao	—	—	—	—	—
David Velez Osorno	—	—	—	—	—
David Wealth Management LLC Fairfax, VA	—	Small	$134,337,305	34	Jun 30, 2025 Filed Jul 22
David Wook Jin Kim	—	—	—	—	—
Davies Financial Advisors, Inc. MURRIETA, CA	#8,818	Micro	$14,133	1	Jun 30, 2026 Filed Jul 31
Daviman Financial, LLC FISHERS, IN	#6,839	Small	$175,237,242	51	Sep 30, 2026 Filed Nov 6
DAVIN THOMAS E	—	—	—	—	—
Davis Asset Management, L.P. SAUSALITO, CA	#1,041	Mid	$3,948,390,395	81	Jun 30, 2026 Filed Aug 12
Davis Capital Management JACKSONVILLE, FL	#7,045	Small	$166,923,763	1,069	Sep 30, 2026 Filed Oct 8
DAVIS CAPITAL PARTNERS, LLC Sausalito, CA	—	Mid	$1,710,542,443	28	Jun 30, 2022 Filed Aug 12
Davis Investment Partners, LLC CHARLOTTE, NC	#4,973	Small	$183,059,721	144	Sep 30, 2026 Filed Nov 5
Davis Partnership, L.P.	—	—	—	—	—
DAVIS-REA LTD. TORONTO, A6	#4,803	Small	$379,015,066	40	Sep 30, 2026 Filed Oct 13
DAVIS R M INC PORTLAND, ME	#742	Mid	$6,336,867,713	220	Jun 30, 2026 Filed Aug 14
Davis Selected Advisers Tucson, AZ	#315	Large	$23,288,712,906	107	Jun 30, 2026 Filed Aug 11
Davis Wealth Advisors, LLC SALEM, NH	#7,865	Small	$129,273,162	25	Jun 30, 2026 Filed Aug 14
Dawei Li	—	—	—	—	—
Dawei Luo	—	—	—	—	—

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