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
SOMERVILLE KURT F BOSTON, MA	#4,432	Small	$399,542,005	90	Jun 30, 2026 Filed Aug 11
SOMNIGROUP INTERNATIONAL INC.	—	—	—	—	—
Somnio Financial Group, LLC GLASTONBURY, CT	#7,050	Small	$161,434,281	9	Sep 30, 2026 Filed Oct 26
Sompo Asset Management Co., Ltd. Tokyo, M0	#3,429	Small	$609,242,437	175	Jun 30, 2026 Filed Jul 14
SONA ASSET MANAGEMENT (US) LLC NEW YORK, NY	#987	Mid	$4,276,189,927	301	Jun 30, 2026 Filed Aug 14
Sonali Paul	—	—	—	—	—
SONATA CAPITAL GROUP INC SEATTLE, WA	#5,166	Small	$296,702,599	59	Sep 30, 2026 Filed Oct 19
Sone Capital Management, LLC NEW YORK, NY	#2,117	Mid	$1,312,735,471	108	Jun 30, 2026 Filed Aug 14
Sonen Capital LLC San Francisco, CA	—	Micro	$52,672,427	69	Dec 31, 2023 Filed Feb 2
SONG, Hong Fang	—	—	—	—	—
Songjiang Ma	—	—	—	—	—
Sonic Fund II, L.P. HONOLULU, HI	—	Small	$126,957,312	22	Sep 30, 2022 Filed Nov 14
Sonic GP LLC HONOLULU, HI	—	Micro	$43,269,751	13	Dec 31, 2024 Filed Feb 14
Soni Deven	—	—	—	—	—
Son I Tam	—	—	—	—	—
SONNIPE LTD DOUGLAS, Y8	#7,579	Small	$143,222,094	1	Jun 30, 2026 Filed Aug 14
Sonoma Allocations LLC SANTA ROSA, CA	#5,639	Small	$262,023,171	87	Jun 30, 2026 Filed Jul 8
Sonoma Private Wealth LLC San Francisco, CA	#8,378	Micro	$93,105,112	48	Jun 30, 2026 Filed Aug 14
Sonora Investment Management Group, LLC TUCSON, AZ	—	Mid	$1,346,712,182	259	Sep 30, 2025 Filed Oct 7
SONORA INVESTMENT MANAGEMENT, LLC TUCSON, AZ	—	Small	$769,574,043	890	Sep 30, 2021 Filed Nov 12
Soo Kow Lai	—	—	—	—	—
Soon Aik Global Pte. Ltd.	—	—	—	—	—
Soon Huat Lim	—	—	—	—	—
Soon Tai Lee	—	—	—	—	—
Sophron Capital Management L.P. SUMMIT, NJ	#5,030	Small	$322,651,871	43	Jun 30, 2026 Filed Aug 14
SOPHROSYNE CAPITAL LLC NEW YORK, NY	—	—	—	—	—
SORA INVESTORS LLC BRYN MAWR, PA	#2,125	Mid	$1,303,996,552	76	Jun 30, 2026 Filed Aug 14
Sora Vision Limited	—	—	—	—	—
SORBIE BORNHOLM LP	—	—	—	—	—
SORBIE INVESTMENTS LLP	—	—	—	—	—
Soren Holdings LLC	—	—	—	—	—
Sorin Capital Management LLC STAMFORD, CT	—	—	—	—	—
Soroban Capital Partners LP New York, NY	#195	Large	$47,802,407,935	22	Jun 30, 2026 Filed Aug 14
SOROS CAPITAL MANAGEMENT LLC New York, NY	#3,589	Small	$559,279,230	56	Jun 30, 2026 Filed Aug 14
SOROS FUND MANAGEMENT LLC NEW YORK, NY	#735	Mid	$6,454,933,022	235	Jun 30, 2026 Filed Aug 14
Soroush Salehian Dardashti	—	—	—	—	—
Sotirios J. Vahaviolos	—	—	—	—	—
Souder Family LLC	—	—	—	—	—
Souders Financial Advisors CINCINNATI, OH	#2,540	Mid	$1,026,232,831	192	Sep 30, 2026 Filed Nov 3
SOULE RANDY	—	—	—	—	—
Soulpower Acquisition Sponsor LLC	—	—	—	—	—
Soul Ventures Holdings Ltd	—	—	—	—	—
Sound Capital Solutions LLC NAPLES, FL	#4,258	Small	$427,449,091	309	Jun 30, 2026 Filed Aug 13
SOUND ENERGY PARTNERS, INC. Greenwich, CT	—	—	—	—	—
Sound Financial Bancorp, Inc. Employee Stock Ownership Plan	—	—	—	—	—
Sound Financial Strategies Group, LLC MADISON, MS	#7,321	Small	$127,330,282	79	Sep 30, 2026 Filed Oct 30
Sound Income Strategies, LLC Ft Lauderdale, FL	#1,495	Mid	$2,092,990,002	334	Sep 30, 2026 Filed Oct 9
SOUNDMARK WEALTH MANAGEMENT, LLC KIRKLAND, WA	—	Small	$225,392,886	37	Mar 31, 2024 Filed Apr 11
Sound Point Capital Management, LP New York, NY	—	Micro	$22,433,829	14	Dec 31, 2021 Filed Feb 14
Sound Portfolio Advisors, LLC MYSTIC, CT	#7,629	Small	$130,949,965	42	Sep 30, 2026 Filed Nov 5

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