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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
Stevanato Holding S.r.l.	—	—	—	—	—
Stevard, LLC Chicago, IL	—	Micro	$26,489,857	21	Dec 31, 2024 Filed Feb 13
Steven A. Ballmer	—	—	—	—	—
Steven Blasnik	—	—	—	—	—
Steven Conine	—	—	—	—	—
Steven DenBaars	—	—	—	—	—
Steven D. Lebowitz	—	—	—	—	—
Steven E. Trager	—	—	—	—	—
Steven F. Udvar-Hazy	—	—	—	—	—
Steven F. Urvan	—	—	—	—	—
Steven H. Bertsch Declaration of Trust dated November 6, 2020	—	—	—	—	—
Steven Huffman	—	—	—	—	—
Steven Ira Sarowitz	—	—	—	—	—
Steven J. McLaughlin	—	—	—	—	—
Steven J. Schwartz	—	—	—	—	—
Steven Kenneth Hudson	—	—	—	—	—
Steven Kwek Poh Song	—	—	—	—	—
Steven L. Berman	—	—	—	—	—
Steven Parhar	—	—	—	—	—
STEVENS CAPITAL MANAGEMENT LP RADNOR, PA	#4,329	Small	$414,238,631	203	Jun 30, 2026 Filed Aug 11
STEVENS CAPITAL PARTNERS OMAHA, NE	#3,728	Small	$556,426,387	121	Sep 30, 2026 Filed Oct 29
Stevens First Principles Investment Advisors Newport Beach, CA	—	—	—	—	—
Steven Winch	—	—	—	—	—
STEWARD CAPITAL MANAGEMENT/ BLOOMFIELD HILLS, MI	—	—	—	—	—
Steward Financial Group LLC COLLEYVILLE, TX	—	Small	$309,390,748	1,490	Sep 30, 2023 Filed Oct 23
Steward Partners Investment Advisory, LLC STAMFORD, CT	#364	Large	$19,536,690,214	2,966	Jun 30, 2026 Filed Aug 13
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC PORTLAND, OR	—	Small	$592,207,349	214	Mar 31, 2024 Filed May 15
Stewardship Advisors, LLC MOUNT JOY, PA	#3,939	Small	$392,224,358	81	Sep 30, 2026 Filed Oct 20
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC SPOKANE, WA	#7,448	Small	$149,244,697	49	Sep 30, 2026 Filed Oct 6
Stewardship Financial Advisors, LLC STOCKBRIDGE, GA	—	Small	$117,480,347	52	Mar 31, 2021 Filed Apr 16
Stewart Asset Management, LLC NEW YORK, NY	—	Small	$128,419,200	26	Dec 31, 2022 Filed Feb 8
Stewart B. Reed	—	—	—	—	—
Stewart Lor	—	—	—	—	—
STEWART & PATTEN CO LLC SAN FRANCISCO, CA	—	Small	$664,415,261	84	Mar 31, 2024 Filed Apr 18
Stewart W. Bainum, Jr (“Mr. Bainum, Jr.” or the “Reporting Person”)	—	—	—	—	—
Stewart West Indies Trading Co., Ltd BOULDER, CO	—	—	—	—	—
STEWART W P & CO LTD NEW YORK, NY	—	—	—	—	—
STF Management LP FRISCO, TX	—	Small	$106,247,806	99	Dec 31, 2025 Filed Feb 5
St George Street Capital	—	—	—	—	—
ST GERMAIN D J CO INC SPRINGFIELD, MA	#1,311	Mid	$2,779,051,035	694	Jun 30, 2026 Filed Jul 21
STG III, L.P.	—	—	—	—	—
STG SECURITIES, LLC NEW YORK, NY	#2,007	Mid	$1,443,857,299	272	Jun 30, 2026 Filed Aug 13
STIC Special Situation Diamond Ltd.	—	—	—	—	—
Stier Jennifer	—	—	—	—	—
Stieven Capital Advisors, L.P. ST. LOUIS, MO	#3,736	Small	$523,904,991	36	Jun 30, 2026 Filed Aug 14
Stifano Mario	—	—	—	—	—
STIFEL FINANCIAL CORP ST. LOUIS, MO	#87	Mega	$120,021,965,297	2,581	Jun 30, 2026 Filed Aug 12
STIFEL NICOLAUS & CO INC \MO\ ST LOUIS, MO	—	—	—	—	—
Stiles Financial Services Inc EDINA, MN	#4,442	Small	$391,473,167	170	Sep 30, 2026 Filed Oct 30
Stillwater Capital Advisors, LLC DEVON, PA	#2,565	Small	$980,570,674	44	Jun 30, 2026 Filed Jul 23

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