Institutions

Browse 20,671 institutional 13F filers

13F API → Top by AUM → Top by Performance → AUM Movers → Most-Held Stocks → Last Quarter's Movers →

Filers

8,827

Positions

1,971,844

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 5, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Sep 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Jun 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Mar 31, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Dec 31, 2025 · Filed 2d
Saffron & Hive LLC
Q/E Nov 3, 2026 · Filed 2d
Financial Management, Inc.
Q/E Sep 30, 2026 · Filed 2d
Investment Management Trust, LLC
Q/E Sep 30, 2026 · Filed 2d
RETIREMITTEN FINANCIAL LLC
Q/E Sep 30, 2026 · Filed 2d
LRZ CAPITAL LLC
Q/E Sep 30, 2026 · Filed 2d

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
United Airlines Holdings, Inc. CHICAGO, IL	#4,526	Small	$385,160,905	4	Jun 30, 2026 Filed Aug 14
United American Securities Inc. (d/b/a UAS Asset Management) NEW YORK, NY	#4,035	Small	$464,085,204	12	Jun 30, 2026 Filed Aug 14
United Asset Strategies, Inc. GARDEN CITY, NY	#2,026	Mid	$1,407,089,960	228	Sep 30, 2026 Filed Oct 28
United Atlantic Ventures LLC	—	—	—	—	—
United Bank Zebulon, GA	#4,967	Small	$328,856,826	106	Jun 30, 2026 Filed Aug 10
UNITED BANK VIENNA, VA	#2,791	Small	$854,285,455	105	Jun 30, 2026 Filed Jul 30
UNITED BANK, INC. PARKERSBURG, WV	—	—	—	—	—
UNITED CAPITAL FINANCIAL ADVISORS, LLC IRVING, TX	#375	Large	$18,149,754,372	1,191	Jun 30, 2026 Filed Aug 17
United Capital Management of KS, Inc. SALINA, KS	#2,989	Small	$747,402,342	91	Sep 30, 2026 Filed Nov 4
United Community Bank GREENVILLE, SC	#5,021	Small	$328,982,625	435	Sep 30, 2026 Filed Oct 28
United Financial Planning Group LLC HAUPPAUGE, NY	#6,579	Small	$190,354,258	320	Sep 30, 2026 Filed Nov 4
UNITED FIRE GROUP INC CEDAR RAPIDS, IA	—	Micro	$55,018,679	21	Dec 31, 2023 Filed Feb 13
United Income, Inc. Washington, DC	—	—	—	—	—
UNITED MARITIME CAPITAL LLC NEW YORK, NY	—	Micro	$15,242,902	24	Sep 30, 2022 Filed Nov 10
UNITED SERVICES AUTOMOBILE ASSOCIATION SAN ANTONIO, TX	#2,177	Mid	$1,239,757,637	9	Jun 30, 2026 Filed Aug 7
UNITED STATES STEEL & CARNEGIE PENSION FD NEW YORK, NY	—	Micro	$0	1	Sep 30, 2017 Filed Nov 9
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund MELBOURNE, C3	#809	Mid	$5,588,348,881	182	Jun 30, 2026 Filed Aug 6
United Therapeutics Corporation	—	—	—	—	—
United Wealth Management, LLC Charlottesville, VA	#4,156	Small	$377,918,839	8	Sep 30, 2026 Filed Oct 30
Unit Giant Limited	—	—	—	—	—
Uniting Wealth Partners, LLC DENVER, CO	#3,919	Small	$485,283,181	169	Jun 30, 2026 Filed Aug 6
Universal- Beteiligungs- und Servicegesellschaft mbH FRANKFURT AM MAIN, 2M	#158	Large	$64,405,707,387	1,964	Jun 30, 2026 Filed Aug 6
Universal-Investment-Gesellschaft mit beschraenkter Haftung	—	—	—	—	—
University of Cambridge Investment Management Ltd CAMBRIDGE, X0	#8,372	Micro	$96,396,973	1	Sep 30, 2026 Filed Oct 19
UNIVERSITY OF CHICAGO Chicago, IL	#4,298	Small	$419,720,572	13	Jun 30, 2026 Filed Aug 14
University of Illinois Foundation CHAMPAIGN, IL	#3,586	Small	$559,704,974	22	Jun 30, 2026 Filed Aug 12
University of Maryland Foundation, Inc. ADELPHI, MD	#8,573	Micro	$40,709,167	4	Sep 30, 2026 Filed Nov 4
University of Massachusetts Foundation, Inc. NEWTON, MA	—	Small	$156,522,483	2	Jun 30, 2025 Filed Aug 12
UNIVERSITY OF NOTRE DAME DU LAC SOUTH BEND, IN	—	Micro	$66,821,007	1	Sep 30, 2024 Filed Nov 13
University of Pittsburgh - Of the Commonwealth System of Higher Education PITTSBURGH, PA	#8,501	Micro	$71,316,109	2	Jun 30, 2026 Filed Aug 12
University of Southern California LOS ANGELES, CA	—	—	—	—	—
University of Tennessee KNOXVILLE, TN	—	—	—	—	—
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO AUSTIN, TX	#2,769	Small	$795,035,102	378	Sep 30, 2026 Filed Nov 3
University of Wisconsin Foundation MADISON, WI	#7,920	Small	$126,299,391	9	Jun 30, 2026 Filed Aug 14
UNIVEST FINANCIAL Corp SOUDERTON, PA	#1,576	Mid	$2,124,516,853	223	Sep 30, 2026 Filed Nov 5
Unleash Immuno Oncolytics, Inc.	—	—	—	—	—
Unprocessed Foods, LLC	—	—	—	—	—
Unterberg Capital LLC New York, NY	—	—	—	—	—
Unterseher Loren A	—	—	—	—	—
Unterseher Loren A	—	—	—	—	—
UNTITLED INVESTMENTS LP NEW YORK, NY	#5,703	Small	$256,981,742	18	Jun 30, 2026 Filed Aug 14
Up Capital Management, Inc. ROSEVILLE, CA	#7,866	Small	$129,228,800	16	Jun 30, 2026 Filed Aug 5
Upender V. Rao	—	—	—	—	—
Upfront Ventures Management, LLC SANTA MONICA, CA	—	Micro	$12,290	1	Dec 31, 2023 Filed Feb 15
Upper Left Wealth Management, LLC TAMPA, FL	#6,899	Small	$184,420,917	35	Sep 30, 2026 Filed Oct 14
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC PITTSBURGH, PA	#7,136	Small	$163,993,889	91	Jun 30, 2026 Filed Aug 7
UPTICK PARTNERS, LLC NACOGDOCHES, TX	#3,305	Small	$703,959,009	169	Sep 30, 2026 Filed Nov 4
Uptown Financial Advisors LLC DALLAS, TX	#7,382	Small	$139,724,873	43	Sep 30, 2026 Filed Oct 15
URANIUM ENERGY CORP	—	—	—	—	—
Urban Financial Advisory Corp CHICAGO, IL	#4,697	Small	$362,865,164	22	Jun 30, 2026 Filed Aug 6

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