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
Liontrust Investment Partners LLP LONDON, X0	#710	Mid	$6,805,476,076	192	Jun 30, 2026 Filed Aug 18
Lionyet International Ltd.	—	—	—	—	—
Lior I. Amram	—	—	—	—	—
Lior Susan	—	—	—	—	—
Lip-Bu Tan	—	—	—	—	—
Lipe & Dalton SYRACUSE, NY	#6,297	Small	$215,931,117	93	Sep 30, 2026 Filed Oct 15
Li Ping	—	—	—	—	—
Liping Gao	—	—	—	—	—
Liping Zhu	—	—	—	—	—
LIPO Investments (USA), Inc.	—	—	—	—	—
Liquidmetal Technology Limited	—	—	—	—	—
Liquid Strategies, LLC ATLANTA, GA	#3,079	Small	$903,805,063	3	Sep 30, 2026 Filed Nov 4
Lisanti Capital Growth, LLC NEW YORK, NY	#4,087	Small	$372,862,720	95	Sep 30, 2026 Filed Nov 5
Lisheng Yu	—	—	—	—	—
LITESPEED MANAGEMENT, L.L.C. NEW YORK, NY	—	Micro	$24,247,439	11	Jun 30, 2020 Filed Aug 14
Litman Gregory Wealth Management LLC LARKSPUR, CA	—	Mid	$1,306,957,788	246	Dec 31, 2025 Filed Feb 12
Little Harbor Advisors, LLC MARBLEHEAD, MA	#6,486	Small	$203,508,503	6	Jun 30, 2026 Filed Aug 14
LITTLE HOUSE CAPITAL LLC BRAINTREE, MA	#4,153	Small	$446,370,854	99	Sep 30, 2026 Filed Nov 6
LITTLEJOHN & CO LLC GREENWICH, CT	#8,463	Micro	$57,021,070	7	Sep 30, 2026 Filed Nov 6
LITTLEJOHN FINANCIAL SERVICES, INC. ROSEBURG, OR	#7,683	Small	$128,505,738	50	Sep 30, 2026 Filed Nov 6
Li Tzar Kai, Richard	—	—	—	—	—
Liu Ming Hui	—	—	—	—	—
Liu Yi Ming	—	—	—	—	—
Livelsberger Financial Advisory Ashland, OH	—	Micro	$18,346,121	195	Sep 30, 2026 Filed Oct 28
Live Oak Investment Partners AUSTIN, TX	#6,744	Small	$165,996,570	77	Sep 30, 2026 Filed Oct 23
Live Oak Private Wealth LLC WILMINGTON, NC	#2,903	Small	$819,267,108	181	Sep 30, 2026 Filed Nov 2
Live Oak Sponsor V, LLC	—	—	—	—	—
Live Oak Ventures, LLC	—	—	—	—	—
LiveOne, Inc.	—	—	—	—	—
Livet Wealth, LLC SALT LAKE CITY, UT	#6,967	Small	$178,744,352	69	Sep 30, 2026 Filed Oct 27
Live Your Vision, LLC WEST CONSHOHOCKEN, PA	—	—	—	—	—
Livforsakringsbolaget Skandia, Omsesidigt Stockholm, V7	#1,275	Mid	$2,835,989,647	429	Sep 30, 2026 Filed Oct 21
Livia Ricardi de Almeida	—	—	—	—	—
Livingston Group Asset Management CO (operating as Southport Capital Management) CHATTANOOGA, TN	—	Small	$257,451,267	151	Mar 31, 2022 Filed Apr 25
Li Winifred I BOSTON, MA	—	—	—	—	—
Li Xia Du	—	—	—	—	—
Li Xiaodong	—	—	—	—	—
Liying Wang	—	—	—	—	—
Lizzio Joseph Christopher	—	—	—	—	—
LJI Wealth Management, LLC Indianapolis, IN	#3,118	Small	$701,378,717	134	Sep 30, 2026 Filed Oct 28
L. John Doerr	—	—	—	—	—
LJ TRUST Co LLC RENO, NV	—	—	—	—	—
L.K. Benson & Company, P.C. BALTIMORE, MD	#4,945	Small	$330,680,415	50	Sep 30, 2026 Filed Oct 23
LKCM Investment Partnership, L.P.	—	—	—	—	—
LL Capital Partners I, L.P.	—	—	—	—	—
Llenroc Capital LLC SAN RAFAEL, CA	—	—	—	—	—
LL Funds, LLC Philadelphia, PA	—	Micro	$27,134,324	1	Sep 30, 2024 Filed Oct 4
L. Lowry Baldwin	—	—	—	—	—
Lloyd Advisory Services, LLC. SUWANEE, GA	#5,740	Small	$240,111,688	570	Sep 30, 2026 Filed Nov 2
Lloyd D. Frink	—	—	—	—	—

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