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
STEMPOINT CAPITAL LP NEW YORK, NY	#3,516	Small	$582,465,714	77	Jun 30, 2026 Filed Aug 14
Stenger Family Office, LLC Naperville, IL	#3,389	Small	$667,432,488	111	Sep 30, 2026 Filed Oct 22
Stenham Asset Management Ltd GUERNSEY, Y7	#7,648	Small	$139,643,101	15	Jun 30, 2026 Filed Aug 14
Stenham Asset Management (UK) Plc LONDON, X0	—	Micro	$89,765,421	15	Dec 31, 2025 Filed Feb 17
Step Capital Management Pte. Ltd. SINGAPORE, U0	#5,004	Small	$324,897,239	21	Jun 30, 2026 Filed Aug 12
Stéphane Bancel	—	—	—	—	—
Stephanie Foglia	—	—	—	—	—
STEPH & CO MARINETTE, WI	#4,457	Small	$391,303,169	240	Sep 30, 2026 Filed Oct 7
Stephen Altemus	—	—	—	—	—
Stephen A. Schwarzman	—	—	—	—	—
Stephen Ching Ping Cheung	—	—	—	—	—
Stephen D. Oskoui	—	—	—	—	—
Stephen Edgar Apolant	—	—	—	—	—
Stephen Evans-Freke	—	—	—	—	—
STEPHEN FITZPATRICK	—	—	—	—	—
Stephen Fredette	—	—	—	—	—
Stephen H. McKnight	—	—	—	—	—
Stephen J. Donaghy	—	—	—	—	—
STEPHEN J. GARRY & ASSOCIATES, LLC GARDEN CITY, NY	#7,700	Small	$120,689,743	31	Sep 30, 2026 Filed Nov 5
Stephen M. Case	—	—	—	—	—
Stephen M. Lessing	—	—	—	—	—
Stephen & Pamela Thorne 2020 Nevada Irrevocable Trust Dated December 18, 2020	—	—	—	—	—
Stephens Consulting, LLC FLINT, MI	—	Small	$309,313,862	402	Dec 31, 2025 Filed Jan 13
Stephen Seifert	—	—	—	—	—
Stephens Greth Foundation DALLAS, TX	#3,920	Small	$485,223,454	3	Jun 30, 2026 Filed Aug 12
STEPHENS GROUP ASSET MANAGEMENT, LLC LITTLE ROCK, AR	#1,738	Mid	$1,594,712,766	6	Sep 30, 2026 Filed Oct 9
Stephens Group, LLC LITTLE ROCK, AR	#6,445	Small	$204,387,819	4	Sep 30, 2026 Filed Oct 6
STEPHENS INC /AR/ LITTLE ROCK, AR	#587	Mid	$8,899,013,660	911	Jun 30, 2026 Filed Jul 29
Stephens Investment Management Group LLC LITTLE ROCK, AR	#569	Mid	$9,328,513,498	176	Jun 30, 2026 Filed Jul 29
Stephens Investments Holdings LLC	—	—	—	—	—
Stephenson & Company, Inc. San Clemente, CA	#6,353	Small	$188,206,413	40	Sep 30, 2026 Filed Oct 30
StepStone Group LP La Jolla, CA	#1,523	Mid	$2,158,182,669	23	Jun 30, 2026 Filed Aug 13
Sterling Anderson	—	—	—	—	—
Sterling Capital Management LLC CHARLOTTE, NC	#872	Mid	$4,610,239,732	3,073	Sep 30, 2026 Filed Oct 22
Sterling Financial Group, Inc. PASADENA, CA	—	Small	$314,687,625	45	Sep 30, 2025 Filed Nov 17
Sterling Financial Planning, Inc. SPARTA, NJ	#4,651	Small	$359,811,138	73	Sep 30, 2026 Filed Oct 28
Sterling Fund Management LLC CHICAGO, IL	—	—	—	—	—
Sterling Global Strategies LLC CARLSBAD, CA	—	—	—	—	—
Sterling Group Wealth Management, LLC PASADENA, CA	#5,880	Small	$256,818,534	49	Sep 30, 2026 Filed Nov 3
STERLING INVESTMENT ADVISORS LLC /ADV BOLIVAR, MO	#6,179	Small	$206,054,301	17	Sep 30, 2026 Filed Oct 27
Sterling Investment Advisors, Ltd. BERWYN, PA	#3,326	Small	$635,088,212	166	Sep 30, 2026 Filed Oct 27
Sterling Investment Counsel, LLC Buffalo, NY	#4,273	Small	$394,418,571	138	Sep 30, 2026 Filed Oct 19
STERLING INVESTMENT MANAGEMENT, LLC TUCSON, AZ	#6,804	Small	$183,997,071	62	Sep 30, 2026 Filed Oct 16
Sterling Investment Partners Management II LLC WESTPORT, CT	—	—	—	—	—
Sterling Manor Financial, LLC Saratoga Springs, NY	—	Small	$142,340,856	28	Sep 30, 2026 Filed Oct 21
Sterling Ridge Capital Management LP New York, NY	—	—	—	—	—
Sterling Wealth Advisors Inc PLANTATION, FL	#6,774	Small	$183,990,813	6	Jun 30, 2026 Filed Jul 23
Sterling Wealth Management, Inc. Champaign, IL	#4,410	Small	$387,498,264	79	Sep 30, 2026 Filed Oct 23
STERNE AGEE GROUP, INC. Birmingham, AL	—	—	—	—	—
Sterneck Capital Management, LLC KANSAS CITY, MO	#6,025	Small	$233,399,980	89	Jun 30, 2026 Filed Jul 30

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