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
Stillwater Investment Management, LLC Stillwater, MN	—	Small	$371,957,550	67	Mar 31, 2023 Filed Apr 5
Stillwater Investment Management, L.P. Palo Alto, CA	—	—	—	—	—
Stillwater LLC GREENWICH, CT	—	—	—	—	—
Stillwater Private Wealth, LLC GLEN MILLS, PA	#7,618	Small	$141,436,361	54	Jun 30, 2026 Filed Aug 13
Stillwater Wealth Management Group JUNO BEACH, FL	#6,859	Small	$184,567,871	63	Sep 30, 2026 Filed Oct 21
STILWELL JOSEPH	—	—	—	—	—
STILWELL VALUE LLC NEW YORK, NY	#7,075	Small	$167,250,756	22	Jun 30, 2026 Filed Aug 7
Stingray Group Inc.	—	—	—	—	—
Stirlingshire Investments, Inc. NEW YORK, NY	#7,779	Small	$135,470,708	144	Sep 30, 2026 Filed Nov 5
St. James Investment Advisors, LLC PORT JEFFERSON, NY	—	Micro	$54,445,163	83	Dec 31, 2022 Filed Feb 8
St. James Investment Company, LLC SOUTHLAKE, TX	#3,347	Small	$629,326,457	24	Jun 30, 2026 Filed Aug 11
St. Johns Investment Management Company, LLC JACKSONVILLE, FL	#5,615	Small	$259,678,885	179	Sep 30, 2026 Filed Oct 30
St. Louis Financial Planners Asset Management, LLC CHESTERFIELD, MO	#6,674	Small	$196,577,636	60	Sep 30, 2026 Filed Oct 16
St. Louis Trust Co SAINT LOUIS, MO	#4,698	Small	$955,324,788	84	Sep 30, 2026 Filed Nov 3
St. Louis University ST. LOUIS, MO	—	—	—	—	—
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC JACKSONVILLE, FL	#8,138	Small	$114,713,685	36	Jun 30, 2026 Filed Aug 14
Stockbridge Partners LLC Boston, MA	#918	Mid	$4,753,238,736	17	Jun 30, 2026 Filed Aug 14
Stockman Wealth Management, Inc. BILLINGS, MT	#2,580	Small	$947,231,283	137	Sep 30, 2026 Filed Oct 27
STOCK YARDS BANK & TRUST CO LOUISVILLE, KY	#1,140	Mid	$3,491,554,948	323	Jun 30, 2026 Filed Aug 19
Stoic Point Capital Management LLC PALO ALTO, CA	#8,052	Small	$118,813,783	58	Jun 30, 2026 Filed Aug 14
Stokes Capital Advisors, LLC GREENWOOD, SC	#4,021	Small	$452,012,030	114	Sep 30, 2026 Filed Oct 9
Stokes Family Office, LLC NEW ORLEANS, LA	#2,781	Small	$857,570,743	183	Jun 30, 2026 Filed Aug 11
Stokes & Hubbell Capital Management, LLC NEW ORLEANS, LA	—	—	—	—	—
Stolper Co TULSA, OK	#4,512	Small	$386,290,303	87	Sep 30, 2026 Filed Oct 13
STOLZ & ASSOCIATES, PS TACOMA, WA	#7,217	Small	$170,596,499	24	Sep 30, 2026 Filed Nov 5
Stone Asset Management Inc. AUSTIN, TX	—	Micro	$62,344,594	14	Mar 31, 2023 Filed Apr 17
STONEBRIDGE ADVISORS LLC WILTON, CT	#8,733	Micro	$2,653,945	2	Sep 30, 2026 Filed Nov 6
Stonebridge Capital Advisors LLC ST PAUL, MN	#1,902	Mid	$1,563,832,019	194	Jun 30, 2026 Filed Aug 12
STONEBRIDGE CAPITAL MANAGEMENT INC LOS ANGELES, CA	#6,426	Small	$207,609,919	68	Jun 30, 2026 Filed Aug 17
Stonebridge Financial Group, LLC Wormleysburg, PA	#2,114	Mid	$1,283,510,726	188	Sep 30, 2026 Filed Oct 1
Stonebridge Financial Group, LLC/CA SAN RAFAEL, CA	#3,104	Small	$720,187,060	238	Jun 30, 2026 Filed Aug 13
Stonebridge Financial Group, LLC / MO ST. LOUIS, MO	#7,673	Small	$138,509,527	136	Jun 30, 2026 Filed Jul 24
Stonebridge Financial Planning Group, LLC ORLANDO, FL	#5,121	Small	$269,807,265	76	Sep 30, 2026 Filed Nov 6
Stonebridge Wealth Management, LLC OAK BROOK, IL	#8,186	Small	$100,571,722	21	Sep 30, 2026 Filed Oct 9
Stonebrook Private Inc. NORTHVILLE, MI	#3,626	Small	$547,696,006	217	Jun 30, 2026 Filed Aug 14
StoneCrest Wealth Management, Inc. CHANDLER, AZ	#5,286	Small	$220,925,870	59	Sep 30, 2026 Filed Nov 3
Stonegate Investment Group, LLC BIRMINGHAM, AL	—	Mid	$4,301,287,725	368	Sep 30, 2025 Filed Nov 3
Stonegate Management LLC LAKE FOREST, IL	—	Small	$150,299,141	52	Sep 30, 2025 Filed Nov 13
Stonehage Fleming Financial Services Holdings Ltd ST. HELIER, Y9	#1,266	Mid	$2,931,885,066	182	Jun 30, 2026 Filed Aug 17
Stonehage Fleming (UK) Ltd LONDON, X0	—	—	—	—	—
Stone Harbor Investment Partners LP New York, NY	—	—	—	—	—
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC APPLETON, WI	#7,948	Small	$101,980,411	54	Sep 30, 2026 Filed Oct 22
Stonehearth Capital Management, LLC DANVERS, MA	#5,320	Small	$258,397,024	71	Sep 30, 2026 Filed Oct 13
STONEHILL CAPITAL MANAGEMENT LLC NEW YORK, NY	#4,806	Small	$350,143,688	15	Jun 30, 2026 Filed Aug 14
Stone House Capital Management, LLC Bay Harbor Islands, FL	#8,412	Micro	$88,536,052	2	Jun 30, 2026 Filed Aug 14
Stone House Investment Management, LLC TUNKHANNOCK, PA	#3,022	Small	$753,154,856	161	Sep 30, 2026 Filed Oct 23
Stonekeep Investments, LLC SANTE FE, NM	#7,010	Small	$170,079,276	60	Sep 30, 2026 Filed Oct 15
STONE LOFT WEALTH MANAGEMENT LLC WEST CHESTER, PA	#6,919	Small	$187,544,928	18	Sep 30, 2026 Filed Nov 3
Stone Milliner Asset Management AG PFAEFFIKON, SZ, V8	—	—	—	—	—
Stone Milliner Asset Management, LLP LONDON, X0	—	—	—	—	—

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