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
Oxbow Advisors, LLC Austin, TX	#2,211	Mid	$1,212,517,549	237	Jun 30, 2026 Filed Aug 7
Oxbow Capital Management (HK) Ltd HONG KONG, K3	#4,765	Small	$354,829,282	4	Jun 30, 2026 Filed Aug 14
OxenFree Capital LLC MELBOURNE, FL	#6,216	Small	$218,809,231	38	Sep 30, 2026 Filed Oct 7
OXFORD ASSET MANAGEMENT LLP OXFORD, X0	#6,494	Small	$202,997,200	363	Jun 30, 2026 Filed Aug 14
OXFORD FINANCE LLC	—	—	—	—	—
OXFORD FINANCIAL GROUP, LTD. LLC INDIANAPOLIS, IN	#1,611	Mid	$1,974,055,022	187	Jun 30, 2026 Filed Aug 11
Oxford Science Enterprises plc	—	—	—	—	—
Oxford Wealth Group, LLC ORLANDO, FL	#6,158	Small	$223,545,572	72	Jun 30, 2026 Filed Aug 13
Oxinas Partners, LLC JEFFERSONVILLE, IN	#5,747	Small	$253,728,325	102	Jun 30, 2026 Filed Jul 14
Oxler Private Wealth LLC Rye Brook, NY	#4,808	Small	$365,958,281	75	Sep 30, 2026 Filed Oct 21
Oxley Bridge Holdings LLC	—	—	—	—	—
Oxus Capital PTE. LTD.	—	—	—	—	—
O.Y. Nofar Energy Ltd.	—	—	—	—	—
Oyster Enterprises II LLC	—	—	—	—	—
P180, Inc.	—	—	—	—	—
P2 Capital Partners, LLC New York, NY	#5,857	Small	$245,565,603	12	Jun 30, 2026 Filed Aug 14
Pablo Cortegoso	—	—	—	—	—
Pacer Advisors, Inc. Malvern, PA	#251	Large	$33,346,666,553	1,395	Jun 30, 2026 Filed Aug 13
PACES FERRY WEALTH ADVISORS, LLC ATLANTA, GA	#5,565	Small	$269,899,683	106	Jun 30, 2026 Filed Aug 13
Pachira Investments Inc. DANA POINT, CA	#5,608	Small	$282,378,325	63	Sep 30, 2026 Filed Oct 14
Pacifica Capital Investments, LLC Leander, TX	#5,322	Small	$282,004,777	15	Sep 30, 2026 Filed Nov 5
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC Irvine, CA	—	—	—	—	—
Pacifica Partners Inc. SURREY, Z4	#4,890	Small	$330,882,306	324	Sep 30, 2026 Filed Oct 9
Pacific Asset Management, LLC Gig Harbor, WA	#6,482	Small	$199,727,363	35	Sep 30, 2026 Filed Oct 15
Pacific Capital Partners Ltd LONDON, X0	#8,124	Small	$132,469,822	41	Sep 30, 2026 Filed Oct 28
Pacific Capital Wealth Advisors, Inc. CORONA, CA	#3,251	Small	$681,927,226	64	Sep 30, 2026 Filed Oct 22
Pacific Center for Financial Services SAN RAMON, CA	#4,123	Small	$468,931,369	391	Sep 30, 2026 Filed Oct 15
Pacific Century Oil and Gas Technology Co., LTD	—	—	—	—	—
Pacific Edge Advisors, LLC CORONA DEL MAR, CA	—	Small	$202,535,898	24	Sep 30, 2021 Filed Oct 13
Pacific Excel Wealth Advisors, Inc. WALNUT CREEK, CA	#5,687	Micro	$87,422,754	61	Sep 30, 2026 Filed Oct 27
PACIFIC FINANCIAL GROUP INC NASHVILLE, TN	#6,410	Small	$208,599,527	34	Jun 30, 2026 Filed Aug 13
Pacific Global Investment Management CO Glendale, CA	—	Micro	$71,549,548	64	Mar 31, 2025 Filed Apr 24
Pacific Grove Capital LP SAN FRANCISCO, CA	—	—	—	—	—
Pacific Health Century International Group	—	—	—	—	—
Pacific Heights Asset Management LLC San Francisco, CA	#1,215	Mid	$3,071,702,750	73	Sep 30, 2026 Filed Nov 3
Pacific Holdings Group	—	—	—	—	—
Pacific Investment Holdings Ltd	—	—	—	—	—
Pacific Investment Management Company LLC	—	—	—	—	—
Pacific Life Fund Advisors LLC NEWPORT BEACH, CA	#2,651	Small	$922,850,318	10	Jun 30, 2026 Filed Aug 4
Pacific Oak SOR Properties, LLC	—	—	—	—	—
Pacific Park Financial, Inc. LAGINA HILLS, CA	#6,986	Small	$164,761,978	42	Sep 30, 2026 Filed Oct 13
Pacific Point Advisors, LLC SAN DIEGO, CA	#6,227	Small	$218,953,770	107	Jun 30, 2026 Filed Jul 24
Pacific Ridge Capital Partners, LLC LAKE OSWEGO, OR	#3,680	Small	$535,198,597	133	Jun 30, 2026 Filed Aug 12
Pacific Sage Partners, LLC EDMONDS, WA	#3,151	Small	$737,439,507	110	Sep 30, 2026 Filed Oct 21
Pacific Sun Financial Corp LOS ANGELES, CA	#5,894	Small	$242,409,369	94	Jun 30, 2026 Filed Aug 10
PACIFIC VIEW ASSET MANAGEMENT, LLC San Francisco, CA	—	—	—	—	—
Pacific Wealth Management SAN DIEGO, CA	#6,131	Small	$227,338,317	18	Sep 30, 2026 Filed Oct 5
Pacific Wealth Strategies Group, Inc. SANTA BARBARA, CA	#6,960	Small	$159,403,595	43	Sep 30, 2026 Filed Nov 2
Packaging Finance Limited	—	—	—	—	—
Packer & Co Ltd COTTESLOE, C3	—	Small	$288,645,186	9	Sep 30, 2026 Filed Nov 3

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