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
Shepard Brandon Jason	—	—	—	—	—
Shepherd Financial Partners LLC WINCHESTER, MA	#2,206	Mid	$1,176,744,817	176	Sep 30, 2026 Filed Nov 3
SHEPHERD KAPLAN KROCHUK, LLC Boston, MA	#7,935	Small	$125,360,645	45	Jun 30, 2026 Filed Aug 14
Shepherd Street Advisors LLC LARKSPUR, CA	#8,160	Small	$114,651,527	72	Sep 30, 2026 Filed Oct 21
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CINCINNATI, OH	#6,049	Small	$231,652,699	50	Jun 30, 2026 Filed Aug 27
Sherborne Investors lp	—	—	—	—	—
Sherborne Investors Management LP New York, NY	#5,789	Small	$250,619,474	1	Jun 30, 2026 Filed Jul 31
SHERBROOKE PARK ADVISERS LLC WHITE PLAINS, NY	—	Micro	$38,727,569	180	Dec 31, 2025 Filed Feb 17
Sheridan Capital Management, LLC San Rafael, CA	#6,420	Small	$207,807,585	14	Jun 30, 2026 Filed Aug 7
Sherif Abdou, M.D.	—	—	—	—	—
Sherman Asset Management, Inc. VENTURA, CA	#7,873	Small	$123,704,046	78	Sep 30, 2026 Filed Nov 5
Sherman Dror Moshe	—	—	—	—	—
SHERMAN PORFOLIOS, LLC COEUR D'ALENE, ID	#2,035	Small	$633,227,243	100	Sep 30, 2026 Filed Oct 29
Sherman Wealth Management LLC GAITHERSBURG, MD	#7,792	Small	$132,573,931	50	Sep 30, 2026 Filed Oct 16
Sherrill & Hutchins Financial Advisory, Inc ATLANTA, GA	#6,401	Small	$206,093,551	18	Sep 30, 2026 Filed Oct 14
Sherry Group, Inc. MOUNTAIN HOME, AR	#8,318	Small	$104,372,211	34	Sep 30, 2026 Filed Oct 9
Sherwood Financial Partners, LLC WESTLAKE VILLAGE, CA	#7,962	Small	$124,229,407	5	Jun 30, 2026 Filed Aug 13
Shigeki Saitoh	—	—	—	—	—
Shigeno Masahide	—	—	—	—	—
SHIKIAR ASSET MANAGEMENT INC NEW YORK, NY	#4,639	Small	$376,653,295	96	Sep 30, 2026 Filed Oct 20
Shilanski & Associates, Inc. ANCHORAGE, AK	—	Small	$376,207,274	101	Sep 30, 2025 Filed Oct 20
Shimizu Corporation	—	—	—	—	—
Shim Siang Fan	—	—	—	—	—
SHINE INVESTMENT ADVISORY SERVICES INC LONE TREE, CO	—	Small	$133,545,873	609	Sep 30, 2020 Filed Nov 3
SHINING CAPITAL MANAGEMENT LTD.	—	—	—	—	—
Shinkle Joshua Thomas	—	—	—	—	—
Shinko Asset Management Co., Ltd. TOKYO, M0	—	Micro	$0	1	Sep 30, 2016 Filed Oct 24
Shinning Stone Invest Co., Ltd.	—	—	—	—	—
SHIONOGI & CO LTD	—	—	—	—	—
Shipping Participations Inc.	—	—	—	—	—
SHIPYARD CAPITAL MANAGEMENT LLC	—	—	—	—	—
Shira Ridge Wealth Management LARKSPUR, CA	#5,381	Small	$242,848,163	47	Sep 30, 2026 Filed Oct 9
Shlomi Amsallem	—	—	—	—	—
Shlomi Ben Haim	—	—	—	—	—
Shlomo Dovrat	—	—	—	—	—
Shmuel Chafets	—	—	—	—	—
Shmuel Naparstek	—	—	—	—	—
S.H.N. Financial Investments Ltd.	—	—	—	—	—
Shoals Capital Management LP ARLINGTON, VA	—	Micro	$4,510,625	1	Mar 31, 2020 Filed May 13
Shoker Investment Counsel, Inc. OXFORD, OH	#4,441	Small	$382,367,784	100	Sep 30, 2026 Filed Nov 4
Shone Asset Management LLC WALNUT CREEK, CA	—	Small	$102,038,420	25	Dec 31, 2020 Filed Jan 20
Shopify Inc.	—	—	—	—	—
ShoreHaven Wealth Partners, LLC Red Bank, NJ	#5,091	Small	$321,448,436	49	Sep 30, 2026 Filed Oct 16
Shorepath Capital Management LLC EVANSTON, IL	—	Small	$118,921,273	22	Jun 30, 2025 Filed Aug 4
Shore Point Advisors, LLC BRIELLE, NJ	#4,665	Small	$374,274,067	49	Sep 30, 2026 Filed Oct 14
Shorepoint Capital Partners LLC NORWOOD, MA	—	Small	$502,614,710	89	Sep 30, 2025 Filed Oct 3
Shoshana Shendelman	—	—	—	—	—
Shotwell Rutter Baer Inc LANSING, MI	#6,809	Small	$179,276,795	17	Sep 30, 2026 Filed Oct 14
Shoucheng Lei	—	—	—	—	—
SHP Wealth Management PLYMOUTH, MA	#2,002	Mid	$1,453,617,439	1,590	Jun 30, 2026 Filed Aug 11

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