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

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Name	Rank	Size	Latest AUM	Positions	As of
Wallace Hart LLC LEXINGTON, KY	#7,220	Small	$160,040,799	38	Jun 30, 2026 Filed Aug 13
Wall Capital Group, Inc. PHOENIX, AZ	#8,004	Small	$107,055,666	14	Sep 30, 2026 Filed Oct 14
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC HIGHLAND PARK, IL	#4,454	Small	$373,285,405	125	Sep 30, 2026 Filed Oct 29
WALLER FINANCIAL PLANNING GROUP, INC COLUMBUS, OH	#3,914	Small	$481,964,626	45	Sep 30, 2026 Filed Oct 7
Walleye Capital LLC NEW YORK, NY	#295	Large	$26,368,767,684	1,934	Jun 30, 2026 Filed Aug 3
Walleye Partners, LLC MADISON, WI	#8,418	Micro	$72,480,912	46	Sep 30, 2026 Filed Oct 13
Walleye Trading LLC NEW YORK, NY	#113	Large	$87,609,621,766	1,530	Jun 30, 2026 Filed Aug 3
Wallington Asset Management, LLC Indianapolis, IN	#2,879	Small	$815,453,089	55	Sep 30, 2026 Filed Nov 4
WALL STREET ASSOCIATES LA JOLLA, CA	—	—	—	—	—
Wall Street Financial Group, Inc. CARLINVILLE, IL	#6,712	Small	$187,120,859	104	Jun 30, 2026 Filed Jul 14
Walmart Inc. BENTONVILLE, AR	#3,060	Small	$735,998,250	3	Jun 30, 2026 Filed Aug 7
Walnut Level Capital LLC DENVER, CO	—	Small	$117,776,332	35	Mar 31, 2026 Filed May 15
WALNUT PRIVATE EQUITY PARTNERS, LLC OMAHA, NE	#7,077	Small	$164,377,329	12	Sep 30, 2026 Filed Oct 14
Walser Wealth Management Company, A Ltd Liability Co TAMPA, FL	#5,922	Small	$240,356,521	181	Sep 30, 2026 Filed Oct 15
Walsh & Associates, LLC SARASOTA, FL	#7,998	Small	$122,422,472	174	Jun 30, 2026 Filed Jul 21
Walsky Investment Management, Inc. WYOMISSING, PA	#8,252	Small	$107,689,202	52	Jun 30, 2026 Filed Aug 14
Walt Disney Co	—	—	—	—	—
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV SOUTH BEND, IN	#4,393	Small	$404,569,806	134	Jun 30, 2026 Filed Aug 12
Walter Public Investments Inc. WESTMOUNT, Z4	#4,325	Small	$392,306,579	55	Sep 30, 2026 Filed Nov 5
Walters William T	—	—	—	—	—
Walters William T	—	—	—	—	—
Walter Timothy "Tim" Winn	—	—	—	—	—
Walthausen & Co., LLC MALTA, NY	—	Small	$101,861,638	93	Sep 30, 2022 Filed Nov 14
Walther Larry M	—	—	—	—	—
Walton Enterprises, LLC	—	—	—	—	—
Wambolt & Associates, LLC LITTLETON, CO	—	Small	$295,800,573	142	Jun 30, 2025 Filed Aug 13
Wande Weirong Limited	—	—	—	—	—
Wang Andre	—	—	—	—	—
WANG CHUN KAI	—	—	—	—	—
Wang Erqi	—	—	—	—	—
Wang Gehuang	—	—	—	—	—
WANG JUNYUAN	—	—	—	—	—
WANG & LEE Holdings, Inc.	—	—	—	—	—
Wang Shiqing	—	—	—	—	—
WANG Wenqiang	—	—	—	—	—
Waratah Capital Advisors Ltd. TORONTO, A6	#1,264	Mid	$2,941,254,299	118	Jun 30, 2026 Filed Aug 11
Warberg Asset Management LLC WINNETKA, IL	#5,421	Small	$403,720,969	129	Sep 30, 2026 Filed Nov 2
Warburg Pincus & Company US, LLC.	—	—	—	—	—
Warburg Pincus & Company US, LLC.	—	—	—	—	—
Warburg Pincus & Company US, LLC.	—	—	—	—	—
WARBURG PINCUS LLC New York, NY	#6,715	Small	$186,992,699	1	Jun 30, 2026 Filed Aug 14
Warburg Pincus Private Equity XII, L.P.	—	—	—	—	—
Warburton Capital Management, LLC TULSA, OK	#5,851	Small	$245,910,009	55	Jun 30, 2026 Filed Aug 3
Warlander Asset Management, LP New York, NY	—	—	—	—	—
Warlock Partners, LLC	—	—	—	—	—
Warm Springs Advisors Inc. LARKSPUR, CA	#7,551	Small	$159,118,529	42	Sep 30, 2026 Filed Oct 28
Warner Bros. Discovery, Inc.	—	—	—	—	—
WARNER FINANCIAL, INC BETHESDA, MD	#4,872	Small	$340,103,904	66	Jun 30, 2026 Filed Jul 9
Warner Group LLC MADISON, CT	#4,386	Small	$406,050,869	97	Jun 30, 2026 Filed Jul 27
Warren B. Kanders	—	—	—	—	—

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