Institutions

Browse 20,681 institutional 13F filers

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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
PACK Private Wealth, LLC WAYZATA, MN	#5,907	Small	$241,467,766	44	Jun 30, 2026 Filed Aug 12
PAC Sponsor, LLC	—	—	—	—	—
Pactiv General Employee Benefit Trust LAKE FOREST, IL	—	Micro	$8,682,310	1	Sep 30, 2023 Filed Nov 13
PacWest Financial Management Inc PHOENIX, AZ	—	—	—	—	—
Paddington Partners 88 LLC	—	—	—	—	—
PADDON PATRICK E	—	—	—	—	—
Paes-Braga Brian	—	—	—	—	—
PAG Castle Holdings Pte. Ltd.	—	—	—	—	—
Page Arthur B BOSTON, MA	—	Micro	$92,468,822	41	Mar 31, 2024 Filed Apr 29
PagnatoKarp Partners LLC RESTON, VA	—	Small	$331,421,488	123	Mar 31, 2020 Filed Apr 16
Pagoda Asset Management, LP New York, NY	—	—	—	—	—
Paine Schwartz Food Chain Fund V GP, Ltd.	—	—	—	—	—
Painted Porch Advisors LLC SANTA BARBARA, CA	#6,082	Small	$229,036,117	58	Jun 30, 2026 Filed Jul 24
Paisley Capital Holdings Corp	—	—	—	—	—
Palacios Wealth Management, LLC ORMOND BEACH, FL	#7,040	Small	$187,523,008	74	Sep 30, 2026 Filed Nov 4
Paladin Advisory Group, LLC CLIVE, IA	#7,407	Small	$150,576,817	152	Jun 30, 2026 Filed Jul 28
Paladin Partners, LLC HARTLAND, WI	#7,394	Small	$162,094,947	175	Sep 30, 2026 Filed Oct 6
Paladin Wealth, LLC ARDEN HILLS, MN	#7,054	Small	$174,096,207	128	Sep 30, 2026 Filed Oct 23
Palantir Technologies Inc. Denver, CO	—	Micro	$6,778,106	3	Sep 30, 2023 Filed Nov 14
Palatine Hill Wealth Management, LLC BIRMINGHAM, MI	#8,012	Small	$134,622,699	41	Sep 30, 2026 Filed Nov 3
Pale Fire Capital SE Prague, 2N	#2,028	Mid	$1,414,210,077	72	Jun 30, 2026 Filed Aug 13
Palestra Capital Management LLC NEW YORK, NY	#1,260	Mid	$2,949,370,232	21	Jun 30, 2026 Filed Aug 14
Palidye Holdings (Caymans) Ltd GRAND CAYMAN, E9	#3,592	Small	$558,589,679	11	Jun 30, 2026 Filed Aug 13
Paliou Semiramis	—	—	—	—	—
Palisade Asset Management, LLC MINNEAPOLIS, MN	#2,403	Mid	$1,049,457,771	172	Sep 30, 2026 Filed Nov 3
PALISADE CAPITAL MANAGEMENT, LP FORT LEE, NJ	#1,563	Mid	$2,070,853,080	237	Jun 30, 2026 Filed Aug 14
Palisades Goldcorp Ltd.	—	—	—	—	—
Palisades Hudson Asset Management, L.P. FORT LAUDERDALE, FL	#5,386	Small	$285,711,813	84	Jun 30, 2026 Filed Aug 7
Palisades Investment Partners, LLC SANTA MONICA, CA	#4,793	Small	$344,281,615	54	Sep 30, 2026 Filed Nov 3
Palisades Safety & Insurance Association BERKELEY HEIGHTS, NJ	—	—	—	—	—
PALLADIEM, LLC BRYN MAWR, PA	#8,369	Micro	$94,220,557	126	Jun 30, 2026 Filed Aug 13
PALLADIUM PARTNERS LLC NORFOLK, VA	—	Mid	$2,202,020,764	246	Mar 31, 2022 Filed Apr 26
Pallas Capital Advisors LLC BRAINTREE, MA	#1,189	Mid	$3,248,930,242	925	Jun 30, 2026 Filed Aug 7
Paller Financial Services Inc CENTENNIAL, CO	#7,776	Micro	$82,589,530	29	Sep 30, 2026 Filed Oct 13
Pallinghurst Graphite International Limited	—	—	—	—	—
Palliser Capital (UK) Ltd LONDON, X0	#6,740	Small	$186,041,137	22	Jun 30, 2026 Filed Aug 14
Palmer Knight Co Jacksonville, FL	#5,670	Small	$259,732,760	36	Jun 30, 2026 Filed Aug 10
Palm Management (US) LLC	—	—	—	—	—
Palo Alto Investors LP PALO ALTO, CA	#3,096	Small	$723,719,475	52	Jun 30, 2026 Filed Aug 19
PALO ALTO WEALTH ADVISORS, LLC PALO ALTO, CA	—	Small	$312,606,602	45	Sep 30, 2025 Filed Nov 12
Palo Capital, Inc. NEWPORT BEACH, CA	—	—	—	—	—
Palo Duro Investment Partners, LP CHICAGO, IL	#3,763	Small	$518,294,066	32	Jun 30, 2026 Filed Aug 14
Palogic Value Management, L.P. DALLAS, TX	#5,230	Small	$301,774,652	184	Jun 30, 2026 Filed Sep 9
Paloma Capital Group LLC	—	—	—	—	—
Paloma Partners Management Co GREENWICH, CT	#2,603	Small	$954,205,380	13	Jun 30, 2026 Filed Aug 14
Palouse Capital Management, Inc. SPOKANE, WA	#7,365	Small	$152,731,381	105	Jun 30, 2026 Filed Jul 8
Palumbo, Robert	—	—	—	—	—
Palumbo Wealth Management LLC GREAT NECK, NY	#3,982	Small	$472,733,256	216	Jun 30, 2026 Filed Aug 12
Pamalican Asset Management Ltd HONG KONG, K3	—	Micro	$45,790,411	7	Mar 31, 2025 Filed May 9
Pamplona Capital Management, LLC NEW YORK, NY	#4,710	Small	$361,312,469	4	Jun 30, 2026 Filed Aug 14

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