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
Merck Healthcare KGaA, Darmstadt Germany an affiliate of Merck KGaA, Darmstadt, Germany	—	—	—	—	—
Mercuria Capital Strategies, LLC HOUSTON, TX	#7,361	Small	$152,863,161	21	Jun 30, 2026 Filed Jul 30
Mercuria Holdings (Singapore) Pte. Ltd.	—	—	—	—	—
Mercury Capital, LLC	—	—	—	—	—
Meredith Wealth Planning MARYVILLE, IL	#4,280	Small	$398,780,224	40	Sep 30, 2026 Filed Oct 14
Merewether Investment Management, LP DALLAS, TX	#849	Mid	$5,306,739,434	81	Jun 30, 2026 Filed Aug 14
MERIAN GLOBAL INVESTORS (UK) Ltd LONDON, X0	—	Mid	$6,078,643,075	363	Jun 30, 2020 Filed Jul 13
Meridian BidCo LLC	—	—	—	—	—
Meridian Financial Advisors, LLC HOLLISTON, MA	#6,416	Small	$184,468,797	82	Sep 30, 2026 Filed Oct 14
Meridian Financial Partners LLC WARRENTON, VA	#5,343	Small	$288,337,602	97	Sep 30, 2026 Filed Oct 23
MERIDIAN INVESTMENT COUNSEL INC. LAFAYETTE, CA	#4,030	Small	$419,701,168	195	Sep 30, 2026 Filed Oct 14
MERIDIAN MANAGEMENT CO LITTLE ROCK, AR	#4,147	Small	$406,958,985	62	Sep 30, 2026 Filed Nov 6
Meridian OHC Partners, LP	—	—	—	—	—
Meridian Prosperous Limited	—	—	—	—	—
Meridian Venture Partners II GP, L.P. ("GP")	—	—	—	—	—
Meridian Wealth Advisors, LLC AUSTIN, TX	#2,734	Small	$879,393,005	175	Jun 30, 2026 Filed Aug 14
Meridian Wealth Management, LLC LEXINGTON, KY	#1,195	Mid	$3,169,739,765	481	Sep 30, 2026 Filed Nov 5
Meridian Wealth Partners, LLC EXTON, PA	#2,838	Small	$826,109,265	89	Jun 30, 2026 Filed Aug 12
Meridiem Capital Partners LP DALLAS, TX	#1,492	Mid	$2,231,171,430	83	Jun 30, 2026 Filed Aug 14
Merion Investment Management LP Radnor, PA	—	—	—	—	—
Meristem Family Wealth, LLC MINNETONKA, MN	—	Small	$918,447,597	265	Mar 31, 2022 Filed May 11
Meritage Group LP SAN FRANCISCO, CA	#1,371	Mid	$2,595,162,611	12	Jun 30, 2026 Filed Aug 13
MERITAGE PORTFOLIO MANAGEMENT OVERLAND PARK, KS	—	Mid	$1,470,640,309	277	Dec 31, 2025 Filed Jan 27
Meritas Wealth Management, LLC SAN RAFAEL, CA	#5,716	Small	$277,600,290	46	Sep 30, 2026 Filed Oct 14
Meritech Capital Associates III L.L.C. Palo Alto, CA	—	—	—	—	—
Meritech Capital Associates II L.L.C. Palo Alto, CA	—	—	—	—	—
Meritech Capital Associates IV, L.L.C. Palo Alto, CA	—	Micro	$50,327,859	2	Sep 30, 2022 Filed Nov 14
Meritech Capital Associates VI L.L.C. Palo Alto, CA	—	Micro	$45,296,174	2	Sep 30, 2023 Filed Nov 14
Meritech Capital Associates V L.L.C. PALO ALTO, CA	#7,391	Small	$151,299,930	2	Jun 30, 2026 Filed Aug 14
Merited Wealth, LLC NORTH BAY VILLAGE, FL	#7,620	Small	$143,474,235	41	Sep 30, 2026 Filed Oct 13
Merit Financial Group, LLC ALPHARETTA, GA	#393	Large	$16,930,956,580	1,689	Sep 30, 2026 Filed Nov 6
Merit Investment Management, LLC WILMINGTON, DE	—	—	—	—	—
Meritz Securities Co., Ltd.	—	—	—	—	—
Meriwether Wealth & Planning, LLC MINDEN, LA	#6,522	Small	$215,478,701	790	Sep 30, 2026 Filed Oct 13
Merk Investments LLC PALO ALTO, CA	#5,130	Small	$313,369,574	11	Jun 30, 2026 Filed Aug 14
Merkkuri Wealth Advisors LLC HICKSVILLE, NY	#7,193	Small	$155,955,305	44	Sep 30, 2026 Filed Nov 3
Merlin Capital LLC BOSTON, MA	—	Micro	$32,946,782	51	Mar 31, 2024 Filed May 13
Meros Investment Management, LP DALLAS, TX	#5,110	Small	$315,164,073	50	Jun 30, 2026 Filed Aug 14
Merriman Wealth Management, LLC SEATTLE, WA	—	Mid	$2,400,951,585	116	Dec 31, 2024 Filed Feb 13
Merrin Investors LLC	—	—	—	—	—
Merrion Investment Management Co, LLC Cranford, NJ	#6,372	Small	$200,329,776	105	Sep 30, 2026 Filed Oct 16
Merrithew & Thorsten Inc SAN DIEGO, CA	#8,086	Small	$110,617,426	16	Sep 30, 2026 Filed Nov 6
Meru Capital Group, LP New York, NY	—	Micro	$25,927,067	14	Sep 30, 2020 Filed Nov 13
Merus Global Investments, LLC	—	—	—	—	—
Mesabi Investments (USA) LLC	—	—	—	—	—
Meshflow Acquisition Sponsor LLC	—	—	—	—	—
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY MANAGEMENT CHICAGO, IL	—	Micro	$98,393,972	10	Dec 31, 2024 Filed Feb 13
Mesirow Financial Investment Management, Inc. CHICAGO, IL	#741	Mid	$6,321,397,423	412	Sep 30, 2026 Filed Nov 5
Mesirow Institutional Investment Management, Inc. CHICAGO, IL	—	Mid	$1,286,186,723	128	Dec 31, 2024 Filed Feb 13
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ SAN DIEGO, CA	—	—	—	—	—

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