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
ROBERTSON STEPHENS ADVISORS LLC San Francisco, CA	—	—	—	—	—
Robertson Stephens Wealth Management, LLC San Francisco, CA	#1,022	Mid	$3,729,866,232	409	Sep 30, 2026 Filed Oct 16
Roberts Wealth Advisors, LLC PALO ALTO, CA	#4,182	Small	$440,321,597	89	Sep 30, 2026 Filed Oct 14
Robert Taub	—	—	—	—	—
Robert W. D'Loren	—	—	—	—	—
Robert W. Duggan	—	—	—	—	—
Robert W. Humphreys	—	—	—	—	—
ROBERT WOOD JOHNSON FOUNDATION PRINCETON, NJ	#8,451	Micro	$47,409,246	2	Sep 30, 2026 Filed Oct 29
ROB Exploration LLC New York, NY	—	Micro	$0	1	Sep 30, 2025 Filed Nov 13
Robin A. Ross	—	—	—	—	—
Robinhood Asset Management, LLC MENLO PARK, CA	#1,677	Mid	$1,868,991,344	70	Jun 30, 2026 Filed Aug 11
Robinhood Markets, Inc.	—	—	—	—	—
Robin Road Trust Company LLC, as trustee of Robin Road Trust and the trusts listed on Appendix 1 of Exhibit 99.1	—	—	—	—	—
ROBINSON CAPITAL MANAGEMENT, LLC GROSSE POINTE FARMS, MI	#6,122	Small	$225,936,551	89	Jun 30, 2026 Filed Aug 12
ROBINSON SMITH WEALTH ADVISORS LLC South Portland, ME	#7,284	Small	$152,123,745	59	Sep 30, 2026 Filed Oct 22
Robinson Value Management, Ltd. SAN ANTONIO, TX	#6,721	Small	$181,046,587	64	Sep 30, 2026 Filed Oct 20
Robinswood Financial LLC KIRKLAND, WA	#4,816	Small	$321,137,244	42	Sep 30, 2026 Filed Oct 20
Roble, Belko & Company, Inc SEWICKLEY, PA	#2,645	Small	$925,189,186	369	Jun 30, 2026 Filed Jul 24
Robocap Asset Management Ltd LONDON, X0	#7,971	Small	$136,880,923	23	Sep 30, 2026 Filed Nov 2
ROBOTTI ROBERT NEW YORK, NY	#3,387	Small	$619,472,955	60	Jun 30, 2026 Filed Aug 10
ROBSHAW & JULIAN ASSOCIATES INC WILLIAMSVILLE, NY	—	—	—	—	—
Rocaton Investment Advisors, LLC NORWALK, CT	—	—	—	—	—
Roc Capital Management, L.P. NEW YORK, NY	—	—	—	—	—
Roche Finance Ltd	—	—	—	—	—
Roche Holdings, Inc.	—	—	—	—	—
Rochester Wealth Strategies, LLC ROCHESTER, MI	#6,846	Small	$183,535,077	20	Sep 30, 2026 Filed Nov 3
Rockbridge Angel Investments Limited	—	—	—	—	—
Rockbridge Asset Management LLC ALEXANDRIA, VA	#7,314	Small	$155,144,430	31	Jun 30, 2026 Filed Aug 10
Rockbridge Investment Management, LCC Syracuse, NY	#2,188	Mid	$1,231,188,981	75	Jun 30, 2026 Filed Aug 14
Rock Creek Group LLC Washington, DC	#2,530	Mid	$1,000,066,170	42	Jun 30, 2026 Filed Aug 3
Rockefeller Capital Management L.P. NEW YORK, NY	#155	Large	$65,158,125,961	3,465	Jun 30, 2026 Filed Aug 13
ROCKEFELLER FINANCIAL SERVICES INC NEW YORK, NY	—	Micro	$0	1	Dec 31, 2017 Filed Feb 2
Rock Holdings Inc.	—	—	—	—	—
Rockingstone Advisors LLC GREAT BARRINGTON, MA	#5,801	Small	$239,773,981	71	Sep 30, 2026 Filed Oct 16
Rock Island Investors, LLC	—	—	—	—	—
Rock Jasper Investment Company Limited	—	—	—	—	—
ROCKLAND TRUST CO HANOVER, MA	#1,390	Mid	$2,518,508,929	257	Sep 30, 2026 Filed Oct 5
Rockline Wealth Management, LLC Islip Terrace, NY	#3,742	Small	$535,436,130	104	Sep 30, 2026 Filed Oct 26
Rock Point Advisors, LLC BURLINGTON, VT	#4,370	Small	$408,909,253	104	Jun 30, 2026 Filed Aug 6
Rockport Wealth LLC Fairview Park, OH	#3,474	Small	$492,138,991	76	Sep 30, 2026 Filed Nov 3
ROCKSHELTER CAPITAL MANAGEMENT LLC CANONSBURG, PA	—	Small	$214,422,926	37	Jun 30, 2020 Filed Aug 6
Rock Springs Capital Management LP Baltimore, MD	#1,574	Mid	$2,048,809,888	104	Jun 30, 2026 Filed Aug 14
Rockville Capital, LLC Garden City, NY	—	—	—	—	—
Rockwood Wealth Management, LLC New Hope, PA	#1,892	Mid	$1,547,009,101	48	Sep 30, 2026 Filed Oct 27
Rocky Mountain Private Wealth Management, L.L.C. MISSOURI CITY, TX	—	—	—	—	—
Rodgers & Associates, LTD Lancaster, PA	#2,370	Small	$975,738,379	53	Sep 30, 2026 Filed Oct 20
Rodgers Brothers Inc. Harmony, PA	#2,481	Mid	$1,030,172,188	239	Jun 30, 2026 Filed Aug 5
Rodney Hodges	—	—	—	—	—
Rodney I. Smith	—	—	—	—	—
Roehl & Yi Investment Advisors, LLC Eugene, OR	#4,417	Small	$400,899,056	167	Jun 30, 2026 Filed Aug 14

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