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
Orca Wealth Management, LLC NEW PORT RICHEY, FL	#7,089	Small	$163,278,879	77	Sep 30, 2026 Filed Oct 14
Orchard Capital Management, LLC Chicago, IL	#8,313	Small	$102,629,173	44	Jun 30, 2026 Filed Aug 12
Orchard Hill Capital Management LP New York, NY	—	—	—	—	—
ORCP III DE TopCo GP, LLC	—	—	—	—	—
Ordinal Holdings ManageCo, LP New York, NY	—	Micro	$83	1	Sep 30, 2022 Filed Oct 14
OREGON COMMUNITY FOUNDATION	—	—	—	—	—
Oregon Health & Science University PORTLAND, OR	—	Small	$226,978,281	1	Jun 30, 2021 Filed Aug 16
Oregon Pacific Wealth Management, LLC Medford, OR	#8,267	Micro	$99,376,343	71	Sep 30, 2026 Filed Oct 20
OREGON PUBLIC EMPLOYEES RETIREMENT FUND TIGARD, OR	#575	Mid	$9,305,312,553	1,503	Sep 30, 2026 Filed Oct 30
Oren Zeev	—	—	—	—	—
Orgel Wealth Management, LLC ALTOONA, WI	#856	Mid	$5,263,617,959	59	Sep 30, 2026 Filed Oct 14
ORG Partners LLC ROANOKE, IN	—	Small	$549,546,770	1,279	Dec 31, 2025 Filed Jan 14
ORI 401(k) Savings and Profit Sharing Plan	—	—	—	—	—
Oribel Capital Management, LP NEW YORK, NY	#1,179	Mid	$3,296,776,331	93	Jun 30, 2026 Filed Aug 13
Oriental Harbor Investment Master Fund HONG KONG, K3	#1,828	Mid	$1,468,720,054	13	Sep 30, 2026 Filed Oct 22
Oriental Moon Tree Limited	—	—	—	—	—
Origin Asset Management LLP LONDON, X0	—	Micro	$43,489,598	7	Dec 31, 2024 Filed Jan 28
Origin Force Intelligence Limited	—	—	—	—	—
Orilla Asset Management, S.L.	—	—	—	—	—
Orinda Asset Management LLC LAFAYETTE, CA	—	Micro	$40,507,241	33	Sep 30, 2020 Filed Oct 20
OR Infinite Reality, Inc.	—	—	—	—	—
Oringer Jonathan	—	—	—	—	—
Orin Green Financial, LLC SAN DIEGO, CA	#5,554	Small	$262,559,530	45	Sep 30, 2026 Filed Oct 19
Orin Hirschman	—	—	—	—	—
Orion Capital Management LLC CORONADO, CA	#5,041	Small	$321,923,112	331	Jun 30, 2026 Filed Aug 18
Orion Investment Co ST. LOUIS, MO	#4,860	Small	$341,709,911	71	Jun 30, 2026 Filed Aug 11
Orion Porfolio Solutions, LLC OMAHA, NE	#460	Large	$13,053,110,036	1,408	Jun 30, 2026 Filed Aug 14
Orion Portfolio Solutions, LLC Omaha, NE	—	Large	$10,140,016,201	1,392	Mar 31, 2025 Filed May 15
Orion Resource Partners LP NEW YORK, NY	#6,220	Small	$219,535,740	24	Jun 30, 2026 Filed Aug 14
ORION RESOURCE PARTNERS (USA) LP NEW YORK, NY	—	Small	$333,265,232	4	Mar 31, 2024 Filed May 14
ORIX CORP TOKYO, M0	—	Micro	$36,552,573	1	Sep 30, 2025 Filed Nov 13
ORIX Corp USA DALLAS, TX	—	—	—	—	—
Orland Properties Ltd Washington, DC	#6,509	Small	$202,129,114	10	Jun 30, 2026 Filed Aug 5
ORLEANS CAPITAL MANAGEMENT CORP/LA MANDEVILLE, LA	#6,623	Small	$193,663,046	99	Jun 30, 2026 Filed Aug 12
OR Nabors Energy Transition Sponsor II LLC	—	—	—	—	—
OR Nazar M. Khan	—	—	—	—	—
Or Offer	—	—	—	—	—
Orographic Financial Advisors, LLC AVON, CO	#8,251	Small	$107,851,651	89	Jun 30, 2026 Filed Aug 13
O'ROURKE & COMPANY, Inc BOSTON, MA	#5,396	Small	$284,633,867	128	Jun 30, 2026 Filed Aug 14
ORRELL CAPITAL MANAGEMENT INC LIVERMORE, CA	—	—	—	—	—
ORRSTOWN FINANCIAL SERVICES INC HARRISBURG, PA	#3,219	Small	$660,767,041	97	Sep 30, 2026 Filed Oct 14
ORSER CAPITAL MANAGEMENT, LLC SOUTHLAKE, TX	#6,618	Small	$167,266,053	52	Sep 30, 2026 Filed Oct 13
OR SHAN SHAN	—	—	—	—	—
Orvieto Partners, L.P. BOSTON, MA	#7,358	Small	$152,950,300	44	Jun 30, 2026 Filed Aug 13
OR Vinci Capital Gestora de Recursos Ltda.	—	—	—	—	—
Osage University Partners III, LP	—	—	—	—	—
OSAIC HOLDINGS, INC. SCOTTSDALE, AZ	#117	Large	$84,885,341,937	4,871	Jun 30, 2026 Filed Aug 14
Osbon Capital Management LLC BOSTON, MA	#7,895	Small	$127,465,296	380	Jun 30, 2026 Filed Aug 13
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC SAN FRANCISCO, CA	#1,718	Mid	$1,800,102,905	156	Jun 30, 2026 Filed Aug 4
Osborn Williams & Donohoe LLC CINCINNATI, OH	—	Small	$685,403,474	234	Mar 31, 2020 Filed May 6

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