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

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Name	Rank	Size	Latest AUM	Positions	As of
Helix Holdings II LLC	—	—	—	—	—
Helix Partners Management LP NEW YORK, NY	#3,034	Small	$746,363,721	12	Jun 30, 2026 Filed Aug 13
HELLMAN & FRIEDMAN INVESTORS V (CAYMAN), LTD. GEORGE TOWN, GRAND CAYMAN, E9	—	—	—	—	—
Hellman & Friedman Investors VIII, L.P.	—	—	—	—	—
Hellman & Friedman Investors X, L.P.	—	—	—	—	—
Hellman & Friedman LLC San Francisco, CA	—	Micro	$0	1	Jun 30, 2020 Filed Aug 14
HELLMAN JORDAN MANAGEMENT CO INC /MA/ BOSTON, MA	—	Micro	$53,335,864	38	Dec 31, 2022 Filed Jan 20
Helmerich & Payne, Inc.	—	—	—	—	—
HELU CARLOS SLIM	—	—	—	—	—
Hel Ved Capital Management Ltd CENTRAL, K3	#2,079	Mid	$1,354,203,987	66	Jun 30, 2026 Filed Aug 14
Hemen Holding Limited	—	—	—	—	—
Hemenway Trust Co LLC SALEM, NH	#2,106	Mid	$1,322,268,034	106	Jun 30, 2026 Filed Aug 11
Hemington Wealth Management FALLS CHURCH, VA	—	Small	$767,261,125	1,584	Sep 30, 2025 Filed Oct 24
hemming& Wealth Management, Inc. TRAVERSE CITY, MI	#7,130	Small	$164,659,420	11	Sep 30, 2026 Filed Oct 20
Hendershot Investments Inc. CENTREVILLE, VA	#2,986	Small	$772,802,360	125	Sep 30, 2026 Filed Nov 5
Henderson Brothers Financial Partners, LLC PITTSBURGH, PA	#6,376	Small	$267,991,431	57	Sep 30, 2026 Filed Nov 3
HENDLEY & CO INC ZANESVILLE, OH	#5,419	Small	$286,545,030	47	Sep 30, 2026 Filed Oct 29
Hendricks Factual Media LLC	—	—	—	—	—
Hendricks Lloyd Bernard III	—	—	—	—	—
HENGEHOLD CAPITAL MANAGEMENT LLC CINCINNATI, OH	#2,136	Mid	$1,227,959,808	167	Sep 30, 2026 Filed Oct 16
Heng Fai Ambrose Chan	—	—	—	—	—
Hengistbury Investment Partners LLP London, X0	#5,153	Small	$311,063,371	4	Jun 30, 2026 Filed Aug 14
HENG LIP HUAT	—	—	—	—	—
HENNESSY ADVISORS INC NOVATO, CA	#1,217	Mid	$2,629,605,681	285	Sep 30, 2026 Filed Oct 28
Hennessy Capital Partners VI LLC	—	—	—	—	—
HENNESSY DANIEL J	—	—	—	—	—
Hennessy Thomas D	—	—	—	—	—
Hennessy Thomas D	—	—	—	—	—
Hennion & Walsh Asset Management, Inc. Parsippany, NJ	#1,135	Mid	$3,388,866,801	906	Sep 30, 2026 Filed Oct 13
Henrickson Nauta Wealth Advisors, Inc. BELMONT, MI	#4,359	Small	$410,444,665	69	Jun 30, 2026 Filed Jul 9
Henrik Rouf Reddington Partners LLC	—	—	—	—	—
Henry Cornell	—	—	—	—	—
Henry James International Management Inc. NEW YORK, NY	#5,475	Small	$271,470,903	70	Sep 30, 2026 Filed Oct 14
Henry R. Kravis	—	—	—	—	—
Henshaw Capital LLC WOBURN, MA	#1,230	Mid	$3,133,033,661	104	Sep 30, 2026 Filed Nov 3
Hensley & Company IRS# 86-0255475	—	—	—	—	—
Henson-Edgewater Management, LLC AVON, OH	#6,771	Small	$184,244,606	61	Jun 30, 2026 Filed Aug 18
Herald Chen	—	—	—	—	—
HERALD INVESTMENT MANAGEMENT Ltd LONDON, X0	#3,059	Small	$736,100,174	89	Jun 30, 2026 Filed Jul 23
HERBST GROUP, LLC WESTPORT, CT	#6,785	Small	$161,018,515	50	Sep 30, 2026 Filed Oct 20
Hercules Capital Management VII Corp	—	—	—	—	—
Hercules Holding II	—	—	—	—	—
Heritage Assets SCSp.	—	—	—	—	—
Heritage Family Offices, LLP SCOTTSDALE, AZ	#5,680	Small	$297,367,038	822	Sep 30, 2026 Filed Nov 2
Heritage Financial Services, LLC Westwood, MA	—	Mid	$1,194,699,123	81	Dec 31, 2025 Filed Feb 2
Heritage Investment Group, Inc. POMPANO BEACH, FL	#3,040	Small	$730,827,820	87	Sep 30, 2026 Filed Nov 3
HERITAGE INVESTORS MANAGEMENT CORP BETHESDA, MD	#1,111	Mid	$3,516,004,313	225	Sep 30, 2026 Filed Oct 29
HERITAGE OAK WEALTH ADVISORS LLC SANTA ROSA BEACH, FL	#4,897	Small	$268,094,891	56	Sep 30, 2026 Filed Oct 14
Heritage Trust Co OKLAHOMA CITY, OK	#2,290	Mid	$1,151,045,503	254	Jun 30, 2026 Filed Aug 6
Heritage Way Advisors, LLC ROCKFORD, IL	—	Small	$261,482,560	59	Dec 31, 2021 Filed Jan 13

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