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
S.A.C. GLOBAL INVESTORS, LLP LONDON, X0	—	—	—	—	—
Sachem Head Capital Management LP NEW YORK, NY	#909	Mid	$4,819,684,910	19	Jun 30, 2026 Filed Aug 14
SACHEM HILL LLC DENVER, CO	#3,573	Small	$560,769,459	27	Sep 30, 2026 Filed Oct 14
Sachetta, LLC LYNNFIELD, MA	#6,454	Small	$205,679,764	948	Jun 30, 2026 Filed Jul 15
SACKS & ASSOCIATES, LLC WARREN, NJ	#7,431	Small	$130,996,765	62	Sep 30, 2026 Filed Oct 9
Sacks David O San Francisco, CA	—	Micro	$19,797,112	2	Sep 30, 2023 Filed Nov 9
S.A.C. Private Equity GP, L.P. STAMFORD, CT	—	—	—	—	—
Saddle Point Management, L.P. NEW YORK, NY	—	Micro	$2,894,606	9	Sep 30, 2022 Filed Nov 14
Saddle Road Partners, LLC OMAHA, NE	—	—	—	—	—
SaddleRock Capital Management LLC NEW YORK, NY	#8,293	Small	$103,623,580	16	Jun 30, 2026 Filed Aug 13
Sadoff Investment Management LLC Milwaukee, WI	—	Mid	$1,284,040,231	74	Sep 30, 2022 Filed Oct 31
Safeguard Acquisition Management LLC	—	—	—	—	—
Safeguard Financial, LLC GREEN BAY, WI	—	Small	$449,384,981	57	Mar 31, 2025 Filed Apr 11
Safeguard Investment Advisory Group, LLC Corona, CA	#4,226	Small	$433,112,950	140	Jun 30, 2026 Filed Aug 13
Safe Harbor Family Capital, LLC CHAPEL HILL, NC	#7,425	Small	$149,656,479	51	Jun 30, 2026 Filed Aug 11
Safe Harbor Fiduciary, LLC PENSACOLA, FL	#7,883	Small	$128,384,948	49	Jun 30, 2026 Filed Aug 14
Safe Harbor Wealth Advisors, LLC DUBLIN, OH	—	Small	$100,730,080	76	Dec 31, 2025 Filed Feb 13
Saffron & Hive LLC	—	—	—	—	—
Safier Jacob	—	—	—	—	—
Safier Jacob	—	—	—	—	—
S&A Financial Services, Inc. Overland Park, KS	#7,244	Small	$143,370,954	52	Sep 30, 2026 Filed Nov 3
Safir Wealth Advisors, LLC GREENLAND, NH	#7,339	Small	$150,371,488	14	Sep 30, 2026 Filed Oct 16
Sagace Wealth Management LLC ST. PETERSBURG, FL	#7,233	Small	$147,351,223	51	Sep 30, 2026 Filed Oct 28
Sagard Capital Partners Management Corp GREENWICH, CT	—	—	—	—	—
Sagard Holdings Management Inc. Toronto, A6	—	Micro	$19,971,158	102	Sep 30, 2025 Filed Nov 14
SAGE ADVISORS, LLC BOULDER, CO	—	Small	$150,836,480	43	Dec 31, 2025 Filed Jan 13
Sage Advisory Services, Ltd.Co. AUSTIN, TX	#6,490	Small	$172,459,841	18	Sep 30, 2026 Filed Oct 29
Sage Asset Management, L.P. New York, NY	—	—	—	—	—
Sage Capital Advisors,llc SIOUX FALLS, SD	#3,937	Small	$487,337,133	106	Sep 30, 2026 Filed Oct 13
Sage Capital Management, LLC SARASOTA, FL	—	—	—	—	—
Sage Capital Management, LLC Stockton, NJ	#5,718	Small	$225,595,609	118	Sep 30, 2026 Filed Oct 20
Sagefield Capital LP DALLAS, TX	#2,088	Mid	$1,346,355,760	107	Jun 30, 2026 Filed Aug 14
SAGE FINANCIAL GROUP INC W. CONSHOHOCKEN, PA	#1,735	Mid	$1,687,714,304	37	Sep 30, 2026 Filed Oct 27
Sage Financial Management Group, Inc. MCLEAN, VA	#4,690	Small	$376,340,981	29	Sep 30, 2026 Filed Nov 6
SageGuard Financial Group, LLC GOODLETTSVILLE, TN	#3,127	Small	$711,726,615	163	Jun 30, 2026 Filed Jul 27
Sage Hill Investors, LLC	—	—	—	—	—
Sage Investment Advisers LLC WAPPINGERS FALLS, NY	#7,445	Small	$151,503,809	80	Sep 30, 2026 Filed Oct 21
Sage Investment Counsel LLC Franklin, TN	#8,339	Micro	$98,107,654	116	Sep 30, 2026 Filed Oct 26
Sage Mountain Advisors LLC ATLANTA, GA	#1,854	Mid	$1,625,443,784	135	Sep 30, 2026 Filed Nov 2
SageOak Financial, LLC TULSA, OK	#7,341	Small	$147,837,580	18	Sep 30, 2026 Filed Oct 19
Sage Partners Ltd HONG KONG, K3	—	Micro	$23,210	1	Jun 30, 2022 Filed Jul 25
SAGE PRIVATE WEALTH GROUP, LLC OAKBROOK TERRACE, IL	#6,184	Small	$269,849,855	126	Sep 30, 2026 Filed Oct 21
SAGE RHINO CAPITAL LLC MENLO PARK, CA	#3,396	Small	$587,862,603	309	Sep 30, 2026 Filed Oct 28
Sage Rock Capital Management LP NEW YORK, NY	—	Micro	$19,118,798	31	Sep 30, 2024 Filed Nov 14
SAGESPRING WEALTH PARTNERS, LLC FRANKLIN, TN	#733	Mid	$6,616,421,935	644	Sep 30, 2026 Filed Oct 22
SageView Advisory Group, LLC NEWPORT BEACH, CA	#1,235	Mid	$3,051,294,324	397	Jun 30, 2026 Filed Aug 10
SAGEVIEW CAPITAL LP Greenwich, CT	—	—	—	—	—
Sagewood Asset Management LP NEW YORK, NY	#4,171	Small	$442,047,756	428	Jun 30, 2026 Filed Jul 29
Sageworth Trust Co LANCASTER, PA	#1,394	Mid	$2,584,583,883	72	Sep 30, 2026 Filed Oct 30
Sageworth Trust Co of South Dakota SIOUX FALLS, SD	#7,182	Small	$169,691,587	37	Sep 30, 2026 Filed Oct 30

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