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
Pershing Edward	—	—	—	—	—
Pershing Square Capital Management, L.P. New York, NY	—	Large	$13,714,299,855	10	Mar 31, 2026 Filed May 15
PERSHING SQUARE INC. New York, NY	#365	Large	$19,465,692,729	14	Jun 30, 2026 Filed Aug 14
Pershing Square Management, LLC	—	—	—	—	—
Persistent Asset Partners Ltd HONG KONG, K3	#5,088	Small	$318,239,485	752	Jun 30, 2026 Filed Aug 7
Persium Advisors, LLC ATLANTA, GA	#7,390	Small	$190,527,479	64	Sep 30, 2026 Filed Oct 7
PERSONAL CAPITAL ADVISORS CORP San Francisco, CA	—	Large	$20,414,060,565	368	Dec 31, 2022 Filed Feb 15
PERSONAL CFO SOLUTIONS, LLC CHESTER, NJ	#3,179	Small	$630,224,276	456	Sep 30, 2026 Filed Nov 6
PERSONAL FINANCIAL CONSULTANTS INC /ADV LAFAYETTE, CA	—	—	—	—	—
Personal Wealth Partners Bloomington, MN	—	Small	$226,890,456	41	Mar 31, 2022 Filed Apr 25
PERSPECTIVE WEALTH ADVISORS LLC LOVELAND, CO	#6,819	Small	$181,815,861	38	Jun 30, 2026 Filed Aug 14
Per Stirling Capital Management, LLC. AUSTIN, TX	#2,454	Mid	$1,044,163,046	185	Jun 30, 2026 Filed Aug 14
Pertento Partners LLP LONDON, X0	#1,688	Mid	$1,855,229,377	17	Jun 30, 2026 Filed Aug 13
Peru Federal Savings Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
Peru Federal Savings Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
PESSIN NORMAN H	—	—	—	—	—
Peter A. Appel	—	—	—	—	—
Peter Baird	—	—	—	—	—
Peter Christoph Spuhler	—	—	—	—	—
Peter Derycz	—	—	—	—	—
Peter D. Kaufman	—	—	—	—	—
Peter E. Deutsch	—	—	—	—	—
Peter E. Haas, Jr.	—	—	—	—	—
Peter E. Haas Jr. Family Fund *	—	—	—	—	—
Peter George Colis	—	—	—	—	—
Peter Hebert	—	—	—	—	—
Peter Hui Zhang	—	—	—	—	—
Peter J Abrahamson	—	—	—	—	—
Peter J. Nolan	—	—	—	—	—
Peter J. Werth	—	—	—	—	—
Peter Levinson	—	—	—	—	—
Peter Luo	—	—	—	—	—
Peter M. Hecht	—	—	—	—	—
Peter O'Heeron	—	—	—	—	—
Peter P. Gassner	—	—	—	—	—
Peter Puccetti	—	—	—	—	—
Peter R. Huntsman	—	—	—	—	—
Peter R. Kellogg	—	—	—	—	—
Petersen Hastings Wealth Advisors Inc. KENNEWICK, WA	#2,242	Mid	$1,209,444,410	44	Sep 30, 2026 Filed Oct 27
Peterson Financial Group, Inc. West Des Moines, IA	—	Micro	$25,311,369	320	Sep 30, 2024 Filed Nov 6
Peterson Wealth Advisors, LLC Orem, UT	#2,803	Small	$824,367,853	62	Sep 30, 2026 Filed Oct 8
PETERSON WEALTH MANAGEMENT SPARKS, NV	#6,303	Small	$212,118,005	158	Sep 30, 2026 Filed Nov 6
Peterson Wealth Services SOUTH OGDEN, UT	#4,068	Small	$472,309,009	207	Sep 30, 2026 Filed Oct 26
Peter Svennilson	—	—	—	—	—
Peter T. Cangany, Jr.	—	—	—	—	—
Peter Thiel	—	—	—	—	—
Peter Thiel	—	—	—	—	—
Peter Thiel	—	—	—	—	—
Peter Thomas Smedvig	—	—	—	—	—
Peter V. Anania	—	—	—	—	—

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