Institutions

Browse 20,674 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

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
BCV Asset Management Inc.
Q/E Sep 30, 2026 · Filed 1d

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Name	Rank	Size	Latest AUM	Positions	As of
(s). of above person(s) (entities only) Rory O’Driscoll	—	—	—	—	—
Sofina Capital S.A.	—	—	—	—	—
Sofinnova Capital VI FCPR	—	—	—	—	—
Sofinnova Capital VIII	—	—	—	—	—
Sofinnova Crossover II SLP	—	—	—	—	—
Sofinnova Crossover I SLP	—	—	—	—	—
Sofinnova Investments, Inc. Menlo Park, CA	#1,640	Mid	$1,934,262,112	56	Jun 30, 2026 Filed Aug 14
Sofinnova Management VIII, L.L.C. Menlo Park, CA	—	—	—	—	—
Sofinnova Venture Partners IX, L.P. ("SVP IX")	—	—	—	—	—
Sofinnova Venture Partners VIII, L.P.	—	—	—	—	—
Sofinnova Venture Partners XI, L.P. ("SVP XI")	—	—	—	—	—
Sofinnova Venture Partners X, L.P. ("SVP X")	—	—	—	—	—
SOFI WEALTH, LLC SAN FRANCISCO, CA	#1,408	Mid	$2,256,346,965	17	Sep 30, 2026 Filed Oct 27
SOF Ltd George Town, E9	#5,510	Small	$274,479,608	1	Jun 30, 2026 Filed Aug 14
SoftBank Group Capital Ltd	—	—	—	—	—
SOFTBANK GROUP CORP. TOKYO, M0	#374	Large	$18,174,615,232	30	Jun 30, 2026 Filed Aug 14
SoftBank Robotics Singapore Pte Ltd.	—	—	—	—	—
SoftVest Advisors, LLC ABILENE, TX	#2,654	Small	$921,134,152	7	Jun 30, 2026 Filed Aug 14
SOH Wei Guan	—	—	—	—	—
Sojitz Corporation	—	—	—	—	—
Solana Rocket Holdings Limited	—	—	—	—	—
Solano Wealth Investment Advisors LLC Fairfield, CA	#6,219	Small	$197,078,028	25	Sep 30, 2026 Filed Nov 6
Solano Wealth Management, Inc. Fairfield, CA	—	Small	$182,613,065	24	Jun 30, 2024 Filed Jul 30
Solari Capital Management, LLC Palm Beach Gardens, FL	—	Small	$317,611,608	1	Sep 30, 2025 Filed Nov 17
SOLARIS ASSET MANAGEMENT LLC New York, NY	—	Micro	$0	1	Dec 31, 2017 Filed Jan 16
Solaris Energy Capital, LLC	—	—	—	—	—
Solarius Capital Sponsor, LLC	—	—	—	—	—
Solas Capital Management, LLC DARIEN, CT	#6,720	Small	$186,760,862	21	Jun 30, 2026 Filed Aug 14
Solas Tvardi Sidecar LLC	—	—	—	—	—
SOL Capital Management CO ROCKVILLE, MD	—	Small	$232,792,267	38	Mar 31, 2026 Filed Apr 24
Solel Partners LP BOSTON, MA	#3,494	Small	$588,489,264	24	Jun 30, 2026 Filed Aug 14
Soleus Capital Management, L.P.	—	—	—	—	—
Soleus Capital Management, L.P.	—	—	—	—	—
Soleus Capital Management, L.P. GREENWICH, CT	#1,278	Mid	$2,901,982,840	97	Jun 30, 2026 Filed Aug 11
Soleus Capital Master Fund, L.P.	—	—	—	—	—
Soleus Capital Master Fund, L.P.	—	—	—	—	—
Solidarity Wealth, LLC Lehi, UT	#3,546	Small	$542,367,987	81	Sep 30, 2026 Filed Oct 15
Solid Financial LLC	—	—	—	—	—
Solis Casey J	—	—	—	—	—
Solitude Financial Services CHARLOTTESVILLE, VA	#4,712	Small	$357,024,736	33	Sep 30, 2026 Filed Oct 26
Sollinda Capital Management LLC HICKORY, NC	#4,008	Small	$468,444,420	51	Jun 30, 2026 Filed Aug 5
Solstein Capital, LLC Menlo Park, CA	#5,334	Small	$277,968,047	101	Sep 30, 2026 Filed Nov 2
Soltis Investment Advisors LLC ST. GEORGE, UT	#1,719	Mid	$2,173,830,883	557	Sep 30, 2026 Filed Oct 28
Solus Alternative Asset Management LP Summit, NJ	#5,190	Small	$307,549,959	9	Jun 30, 2026 Filed Aug 14
Solutions 4 Wealth, Ltd SOUTHLAKE, TX	#8,471	Micro	$75,958,513	42	Sep 30, 2026 Filed Nov 3
SOMA EQUITY PARTNERS LP San Francisco, CA	#2,013	Mid	$1,435,589,386	24	Jun 30, 2026 Filed Aug 14
Somerset Capital Management LLP LONDON, X0	—	Micro	$8,076,980	5	Dec 31, 2023 Filed Jan 4
Somerset Group LLC WAYZATA, MN	#7,626	Small	$141,199,801	51	Jun 30, 2026 Filed Aug 12
Somerset Regal Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
Somerset Trust Co SOMERSET, PA	#4,778	Small	$351,110,536	161	Sep 30, 2026 Filed Oct 13

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