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
McAndrew Rudisill	—	—	—	—	—
McAndrew Walter Thomas Jr.	—	—	—	—	—
McBey Robert G	—	—	—	—	—
MCB PR Capital LLC	—	—	—	—	—
McBroom & Associates, LLC LAS VEGAS, NV	#6,552	Small	$165,475,733	32	Sep 30, 2026 Filed Oct 29
McCabe James Joseph III	—	—	—	—	—
McCarley & Cook Financial Planners CINCINNATI, OH	#8,021	Small	$118,332,612	186	Sep 30, 2026 Filed Oct 21
MCCARTER PRIVATE WEALTH SERVICES LLC Boston, MA	#5,402	Small	$286,044,759	155	Sep 30, 2026 Filed Oct 22
McCarthy Asset Management, Inc. REDWOOD SHORES, CA	#6,380	Small	$209,083,969	22	Sep 30, 2026 Filed Oct 20
McCarthy Capital CORP OMAHA, NE	—	—	—	—	—
MCCARTHY CAPITAL MORTGAGE INVESTORS, LLC	—	—	—	—	—
McCarthy & Cox MARYSVILLE, OH	—	Micro	$8,254,842	16	Dec 31, 2025 Filed Jan 23
McCartney Wealth Management LLC CLAYTON, MO	#7,812	Small	$131,890,558	22	Jun 30, 2026 Filed Aug 3
MCCLAIN VALUE MANAGEMENT LLC New Canaan, CT	—	Micro	$42,747,496	18	Jun 30, 2020 Filed Aug 4
McClarren Financial Advisors, Inc. STATE COLLEGE, PA	#6,630	Small	$192,244,562	41	Sep 30, 2026 Filed Oct 15
McCollum Christoferson Group LLC AMHERST, NY	#3,559	Small	$588,885,323	78	Sep 30, 2026 Filed Oct 13
McCutchen Group LLC Seattle, WA	—	Small	$443,358,151	9	Sep 30, 2022 Filed Nov 2
MCDANIEL TERRY & CO AUSTIN, TX	#2,142	Mid	$1,338,623,639	80	Sep 30, 2026 Filed Nov 5
MCDONALD CAPITAL INVESTORS INC/CA ORINDA, CA	#2,064	Mid	$1,217,895,371	19	Sep 30, 2026 Filed Oct 27
MCDONALD MICHAEL J	—	—	—	—	—
MCDONALD PARTNERS LLC Cleveland, OH	#4,361	Small	$419,894,737	509	Sep 30, 2026 Filed Nov 3
McDonough Capital Management, Inc ORLANDO, FL	#5,917	Small	$240,782,635	45	Jun 30, 2026 Filed Aug 13
McDonough Daniel JR	—	—	—	—	—
McElhenny Sheffield Capital Management, LLC DALLAS, TX	#4,399	Small	$288,614,618	80	Sep 30, 2026 Filed Nov 6
McEwen David S	—	—	—	—	—
MCF Advisors LLC LEXINGTON, KY	#1,306	Mid	$2,653,652,304	303	Sep 30, 2026 Filed Oct 28
MCG7 Capital Inc.	—	—	—	—	—
McGinn Penninger Investment Management, Inc. Alexandria, VA	#7,210	Small	$160,470,857	35	Jun 30, 2026 Filed Jul 28
MCGLINN CAPITAL MANAGEMENT INC WYOMISSING, PA	—	—	—	—	—
McGlone Suttner Wealth Management, Inc. APPLETON, WI	#2,795	Small	$841,329,365	145	Sep 30, 2026 Filed Oct 13
McGowan Group Asset Management, Inc. DALLAS, TX	#2,849	Small	$822,988,770	149	Jun 30, 2026 Filed Aug 12
McGrath & Associates, Inc. Asheville, NC	#8,474	Micro	$90,040,072	22	Sep 30, 2026 Filed Oct 27
MCGUIRE CAPITAL ADVISORS INC BETHANY, OK	#6,788	Small	$183,316,357	715	Jun 30, 2026 Filed Aug 14
McGuire Investment Group, LLC WAKEFIELD, RI	#2,303	Mid	$1,051,479,318	98	Sep 30, 2026 Filed Oct 23
McHugh Group, LLC Bratenahl, OH	#6,619	Small	$191,203,242	72	Sep 30, 2026 Filed Oct 19
MCI Capital, LC	—	—	—	—	—
McIlrath & Eck, LLC ARLINGTON, WA	—	Mid	$1,108,574,500	732	Mar 31, 2026 Filed May 19
McIntyre Dee Ann	—	—	—	—	—
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC ORLEANS, MA	#7,160	Small	$162,846,050	79	Jun 30, 2026 Filed Aug 12
McKinley Alaska Private Investment, LLC ANCHORAGE, AK	—	Micro	$0	1	Mar 31, 2024 Filed May 2
MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE ANCHORAGE, AK	—	Small	$569,960,998	112	Jun 30, 2024 Filed Aug 12
McKinley Carter Wealth Services, Inc. WHEELING, WV	#1,634	Mid	$1,925,223,593	172	Sep 30, 2026 Filed Oct 16
McKinney Capital Management, LLC HOUSTON, TX	#5,752	Small	$221,894,522	79	Sep 30, 2026 Filed Nov 6
McLaughlin Asset Management, Inc. DANVILLE, IL	#7,845	Small	$130,203,542	84	Jun 30, 2026 Filed Aug 13
McLean Asset Management Corp TYSONS, VA	#3,007	Small	$751,888,580	127	Sep 30, 2026 Filed Nov 6
McMillan Office, Inc. ST. CLAIR SHORES, MI	#2,775	Small	$859,503,346	425	Jun 30, 2026 Filed Aug 13
MCMILLION CAPITAL MANAGEMENT INC GREENSBORO, NC	—	Small	$111,999,684	158	Jun 30, 2023 Filed Aug 8
McMill Wealth Management NORFOLK, NE	#7,417	Small	$435,525,856	30	Sep 30, 2026 Filed Nov 5
MCMORGAN & CO LLC SAN FRANCISCO, CA	#3,249	Small	$664,034,940	25	Jun 30, 2026 Filed Aug 14
McNamara Financial Services, Inc. Marshfield, MA	#3,527	Small	$579,536,785	60	Jun 30, 2026 Filed Jul 22

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