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
Heritage Wealth Advisors RICHMOND, VA	#1,274	Mid	$2,911,375,280	563	Jun 30, 2026 Filed Aug 14
Heritage Wealth Management, Inc. CINCINNATI, OH	#4,423	Small	$388,563,290	229	Sep 30, 2026 Filed Oct 28
Heritage Wealth Management, Inc. /CA/ SAN DIEGO, CA	#5,628	Small	$288,064,671	67	Sep 30, 2026 Filed Oct 27
Heritage Wealth Management, Inc./Texas HOUSTON, TX	#5,669	Small	$266,487,798	21	Sep 30, 2026 Filed Nov 6
HERITAGE WEALTH MANAGEMENT, LLC PHOENIX, AZ	—	Small	$174,419,313	134	Jun 30, 2024 Filed Jul 30
Heritage Wealth Partners, LLC DUBLIN, OH	—	Micro	$65,593,758	47	Mar 31, 2025 Filed May 14
HERMES INVESTMENT MANAGEMENT LTD LONDON UK, X0	—	Micro	$0	1	Jun 30, 2018 Filed Jul 24
Hernandez Joaquin Luis	—	—	—	—	—
Hernani Holdings LLC Jackson, WY	—	Small	$403,285,210	4	Jun 30, 2021 Filed Aug 13
Hernani LP St. Helier, Y9	—	Small	$398,629,314	4	Mar 31, 2023 Filed May 15
HERNDON CAPITAL MANAGEMENT ATLANTA, GA	—	Micro	$0	1	Jun 30, 2017 Filed Aug 4
Herndon Daniel R	—	—	—	—	—
Herold Advisors, Inc. New York, NY	#3,824	Small	$505,821,807	209	Sep 30, 2026 Filed Oct 19
Heron Bay Capital Management BLOOMFIELD HILLS, MI	#2,365	Mid	$1,103,565,136	95	Jun 30, 2026 Filed Aug 11
Heronetta Management, L.P. NEW YORK, NY	#8,229	Small	$108,933,120	15	Jun 30, 2026 Filed Jul 28
HERON FINANCIAL GROUP, LLC NEW YORK, NY	—	Small	$184,852,392	124	Jun 30, 2023 Filed Aug 10
Herring Creek Capital Management, LLC Stamford, CT	—	—	—	—	—
Herr Investment Group LLC Austin, TX	—	Mid	$1,496,094,378	65	Jun 30, 2024 Filed Aug 12
Hershey Financial Advisers, LLC LANCASTER, PA	#7,661	Small	$139,238,755	43	Jun 30, 2026 Filed Aug 11
HERSHEY TRUST CO HERSHEY, PA	#6,007	Small	$234,422,078	1	Jun 30, 2026 Filed Aug 10
Hertford Advisors Ltd.	—	—	—	—	—
Hertford Ventures Limited	—	—	—	—	—
HERUI ENTERPRISE LIMITED	—	—	—	—	—
Hess Investments North Dakota LLC	—	—	—	—	—
HESS JOHN B	—	—	—	—	—
Hester Jonathan Edward	—	—	—	—	—
Hestia Capital Management, LLC Cranberry Township, PA	#8,479	Micro	$52,940,941	9	Sep 30, 2026 Filed Nov 2
HESTIA CAPITAL PARTNERS LP	—	—	—	—	—
Hexagon Capital Partners LLC ROGERS, AR	#3,129	Small	$711,430,153	216	Jun 30, 2026 Filed Aug 7
Hexavest Inc. MONTREAL, A8	—	Mid	$1,579,442,704	180	Sep 30, 2021 Filed Oct 27
Hexstone Capital LLC	—	—	—	—	—
Hezbay Holdings LLC	—	—	—	—	—
He Zhengxu	—	—	—	—	—
HF Advisory Group, LLC Annapolis, MD	#5,019	Small	$325,608,342	141	Sep 30, 2026 Filed Oct 9
HF Capital, LLC KNOXVILLE, TN	#5,268	Small	$296,702,782	5	Jun 30, 2026 Filed Aug 11
H&F Corporate Investors IX, Ltd. San Francisco, CA	#8,574	Micro	$56,045,370	1	Jun 30, 2026 Filed Aug 12
H&F Corporate Investors VIII, Ltd. San Francisco, CA	#7,798	Small	$132,614,836	1	Jun 30, 2026 Filed Aug 12
H&F Corporate Investors VII, Ltd. SAN FRANCISCO, CA	—	Mid	$3,608,376,000	1	Sep 30, 2021 Filed Nov 15
H&F Corporate Investors X, Ltd. San Francisco, CA	#1,307	Mid	$2,795,283,417	1	Jun 30, 2026 Filed Aug 12
HF Direct Investments Pool, LLC	—	—	—	—	—
HFG Advisors, Inc. CINCINATTI, OH	#7,214	Small	$160,274,324	70	Jun 30, 2026 Filed Aug 7
HFG Wealth Management, LLC The Woodlands, TX	#8,403	Micro	$91,731,511	20	Sep 30, 2026 Filed Oct 16
HFM Investment Advisors, LLC GLASSBORO, NJ	#5,391	Small	$285,182,501	1,234	Jun 30, 2026 Filed Aug 4
HFR Wealth Management, LLC NISKAYUNA, NY	#4,363	Small	$409,691,119	52	Jun 30, 2026 Filed Aug 7
HF Sinclair Corporation	—	—	—	—	—
HGC Investment Management Inc. TORONTO, A6	#4,275	Small	$424,526,736	132	Jun 30, 2026 Filed Aug 14
HGC NEXT INV LLC	—	—	—	—	—
HGGC Fund IV GP, Ltd.	—	—	—	—	—
HGI Capital Management, LLC New York, NY	—	Micro	$36,393,977	21	Sep 30, 2025 Filed Nov 14
HG Vora Capital Management, LLC NEW YORK, NY	#6,989	Small	$172,020,924	4	Jun 30, 2026 Filed Aug 14

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