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
Mark E. Jones	—	—	—	—	—
Markel Group Inc. Glen Allen, VA	#457	Large	$12,839,103,773	142	Sep 30, 2026 Filed Oct 30
Marker II LP	—	—	—	—	—
Mark E. Strome	—	—	—	—	—
Marketfield Asset Management LLC NEW YORK, NY	—	Small	$124,697,585	34	Mar 31, 2024 Filed May 15
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC INDIANAPOLIS, IN	#3,149	Small	$667,639,089	73	Sep 30, 2026 Filed Oct 9
Market Technology Acquisition Sponsor LLC	—	—	—	—	—
Mark Fogel	—	—	—	—	—
Mark F. Vassallo	—	—	—	—	—
Mark Grabowski	—	—	—	—	—
Mark Hancock	—	—	—	—	—
MARK H. RACHESKY, M.D.	—	—	—	—	—
Markin Asset Management, LP RYE, NY	#8,102	Small	$116,851,194	30	Jun 30, 2026 Filed Jul 14
Markin Volterra Fund LP RYE, NY	#7,499	Small	$146,850,250	65	Jun 30, 2026 Filed Jul 23
Mark Keith Holdsworth	—	—	—	—	—
Mark Lappe	—	—	—	—	—
Mark L. Baum	—	—	—	—	—
Mark Locke	—	—	—	—	—
Markman Gavin Ronald	—	—	—	—	—
Mark Maruszewski	—	—	—	—	—
Mark McCord	—	—	—	—	—
Mark McKinney	—	—	—	—	—
MARK MORRIS ET AL NEW YORK, NY	—	—	—	—	—
Mark N. Tompkins	—	—	—	—	—
Mark Nunneley	—	—	—	—	—
Mark Olivier	—	—	—	—	—
Markowski Investments TAMPA, FL	#4,101	Small	$424,923,314	542	Sep 30, 2026 Filed Oct 30
Mark Pincus	—	—	—	—	—
Mark R. Speck	—	—	—	—	—
Marks Group Wealth Management, Inc MINNETONKA, MN	#2,345	Mid	$1,078,202,753	324	Sep 30, 2026 Filed Nov 5
MARK SHEPTOFF FINANCIAL PLANNING, LLC GLASTONBURY, CT	#6,709	Small	$187,485,127	422	Jun 30, 2026 Filed Aug 13
MARKSTON INTERNATIONAL LLC WHITE PLAINS, NY	—	Micro	$93,415,528	121	Dec 31, 2021 Filed Jan 21
Marks Wealth, LLC ELLICOTT CITY, MD	#4,048	Small	$436,654,474	12	Sep 30, 2026 Filed Oct 30
Mark Tkach	—	—	—	—	—
Mark T. Mitchell Revocable Living Trust U/A dated July 31, 1998, as amended	—	—	—	—	—
Markusic Thomas E	—	—	—	—	—
Mark Walker	—	—	—	—	—
Mark Walker	—	—	—	—	—
Mark W.B. Harms	—	—	—	—	—
Mark W. Yusko	—	—	—	—	—
Mark Zuckerberg	—	—	—	—	—
Marla Investments Inc.	—	—	—	—	—
Marlee Buyer, Inc.	—	—	—	—	—
MARLIN SAMS CAPITAL MANAGEMENT LLC New York, NY	—	Small	$191,461,500	3	Sep 30, 2024 Filed Nov 1
Marlowe Partners LP New York, NY	—	Micro	$24,720,478	7	Sep 30, 2024 Filed Nov 13
Marlton Partners, L.P.	—	—	—	—	—
Marmo Financial Group, LLC Johnson City, TN	—	Small	$201,879,706	27	Mar 31, 2026 Filed Apr 23
Marnell Management LLC FARMINGTON HILLS, MI	#5,657	Small	$260,352,657	66	Jun 30, 2026 Filed Aug 13
Maroon Private Trust Company, LLC, as trustee of the trusts listed on Appendix 1, 2, 3, 4 and 5 of Exhibit 26	—	—	—	—	—
Marotta Asset Management CHARLOTTESVILLE, VA	#3,437	Small	$526,349,384	66	Sep 30, 2026 Filed Oct 2

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