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

Total value ($)

Export CSV

Name	Rank	Size	Latest AUM	Positions	As of
Pathfinder Asset Management Ltd	—	—	—	—	—
Pathfinder Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
Pathfinder Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
Pathfinder Wealth Consulting, Inc. WILMINGTON, NC	—	Small	$151,642,978	126	Mar 31, 2026 Filed Apr 21
Pathlight Investors LLC PHOENIX, AZ	—	—	—	—	—
PATHSTONE FAMILY OFFICE, LLC ENGLEWOOD, NJ	—	Large	$13,052,946,180	1,330	Sep 30, 2023 Filed Nov 8
Pathstone Holdings, LLC ENGLEWOOD, NJ	#245	Large	$34,305,143,191	1,946	Jun 30, 2026 Filed Aug 13
PATHWAY CAPITAL MANAGEMENT, LP Irvine, CA	#8,702	Micro	$19,512,504	4	Sep 30, 2026 Filed Oct 29
Pathway Financial Advisers, LLC AUBURN, IN	#4,476	Small	$392,544,014	346	Sep 30, 2026 Filed Oct 27
Pathway Financial Advisors LLC SOUTH BURLINGTON, VT	#2,772	Small	$825,057,055	70	Sep 30, 2026 Filed Oct 7
PATHWAY WEALTH MANAGEMENT LLC DALLAS, TX	#7,575	Small	$149,500,607	30	Sep 30, 2026 Filed Oct 19
Patient Capital Management, LLC BALTIMORE, MD	#1,248	Mid	$3,009,559,060	39	Jun 30, 2026 Filed Aug 13
Patient Square Capital LP MENLO PARK, CA	#3,300	Small	$645,523,808	23	Jun 30, 2026 Filed Aug 12
Patria Finance Limited	—	—	—	—	—
Patria Holdings Limited	—	—	—	—	—
Patria SPAC LLC	—	—	—	—	—
Patricia Dowden	—	—	—	—	—
Patricia Gallup	—	—	—	—	—
Patricia Madaris	—	—	—	—	—
Patricia Nakache	—	—	—	—	—
Patricia N. Peterson	—	—	—	—	—
Patricia R. Miller	—	—	—	—	—
Patrick C. Eilers	—	—	—	—	—
Patrick Dovigi	—	—	—	—	—
Patrick Drahi	—	—	—	—	—
Patrick Dugan	—	—	—	—	—
Patrick E. Beans, as the Special Holdings Direction Adviser under the Amandla MK Trust	—	—	—	—	—
Patrick E. Paddon Irrevocable Trust 2024	—	—	—	—	—
Patrick Gelsinger	—	—	—	—	—
Patrick Green Harrington	—	—	—	—	—
Patrick G. Ryan	—	—	—	—	—
Patrick J. Crutcher	—	—	—	—	—
Patrick Mauro Investment Advisor, INC. OAK BROOK, IL	#6,551	Small	$199,963,464	37	Sep 30, 2026 Filed Nov 6
PATRICK M SWEENEY & ASSOCIATES, INC LIBERTYVILLE, IL	#6,952	Small	$176,702,074	161	Sep 30, 2026 Filed Oct 22
Patrick Smith	—	—	—	—	—
Patrick Whitesell	—	—	—	—	—
Patriot Acquisition Sponsor LLC	—	—	—	—	—
Patriot Financial Group Insurance Agency, LLC Westborough, MA	#2,584	Small	$998,954,803	311	Sep 30, 2026 Filed Oct 14
Patriot Financial Partners GP II, L.P. RADNOR, PA	#5,002	Small	$270,910,493	9	Sep 30, 2026 Filed Nov 4
PATRIOT FINANCIAL PARTNERS GP, LP Radnor, PA	—	Small	$252,102,026	8	Jun 30, 2025 Filed Aug 13
Patriot Financial Partners III, L.P.	—	—	—	—	—
Patriot Financial Partners II, L.P.	—	—	—	—	—
Patriot Financial Partners IV, L.P.	—	—	—	—	—
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. KNOXVILLE, TN	#1,773	Mid	$1,658,383,265	109	Sep 30, 2026 Filed Oct 15
Patriot Wealth Management, Inc. Houston, TX	—	—	—	—	—
Patrizio Vinciarelli	—	—	—	—	—
PATRON PARTNERS, LLC HOUSTON, TX	#5,663	Small	$260,110,017	175	Jun 30, 2026 Filed Aug 11
Patsy A. Paxton	—	—	—	—	—
Patten Group, Inc. CHATTANOOGA, TN	#3,312	Small	$614,218,196	220	Sep 30, 2026 Filed Oct 26
PATTEN & PATTEN INC/TN CHATTANOOGA, TN	#1,667	Mid	$1,879,260,467	247	Sep 30, 2026 Filed Oct 26

Use this data anywhere

Everything on this page is also served by the Equibles API and MCP server — plug it into Claude, your agents, or your own code. A free account includes an API key.

Get your free API key Explore the docs