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
Welch Financial Planning, LLC BOULDER, CO	#6,999	Small	$171,624,576	48	Jun 30, 2026 Filed Jul 15
Welch & Forbes LLC Boston, MA	#620	Mid	$8,323,116,080	327	Sep 30, 2026 Filed Nov 4
Welch Group, LLC BIRMINGHAM, AL	#1,269	Mid	$2,929,981,312	282	Sep 30, 2026 Filed Oct 29
Welch Investments, LLC BIRMINGHAM, AL	—	—	—	—	—
WELD CAPITAL MANAGEMENT LLC NEW YORK, NY	—	Micro	$98,509,506	209	Jun 30, 2021 Filed Aug 16
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST LONDON, X0	#585	Mid	$9,011,871,153	19	Jun 30, 2026 Filed Jul 9
Well Done, LLC HOLLAND, MI	#3,042	Small	$702,147,712	112	Sep 30, 2026 Filed Oct 20
Wellesley Asset Management PORTSMOUTH, NH	—	—	—	—	—
Wellesley Investment Partners, LLC Wellesley, MA	—	Small	$164,283,115	87	Sep 30, 2020 Filed Oct 30
WELLINGTON-ALTUS USA INC. WINNIPEG, MANITOBA, A2	#7,498	Small	$146,891,415	470	Jun 30, 2026 Filed Sep 17
Wellington Biomedical Innovation Master Investors (Cayman) II, L.P.	—	—	—	—	—
Wellington Capital Management, Inc. BETHESDA, MD	—	Micro	$50,378,663	76	Jun 30, 2025 Filed Aug 18
Wellington Grp LLC INDIANAPOLIS, IN	#4,576	Small	$377,488,359	121	Jun 30, 2026 Filed Aug 26
Wellington Hadley Harbor Aggregator IV, L.P.	—	—	—	—	—
WELLINGTON MANAGEMENT GROUP LLP Boston, MA	#25	Mega	$579,424,299,777	1,763	Jun 30, 2026 Filed Aug 14
Wellington Shields Capital Management, LLC NEW YORK, NY	#2,931	Micro	$71,358,184	43	Sep 30, 2026 Filed Nov 3
Wellington Shields & Co., LLC NEW YORK, NY	#4,138	Micro	$71,358,184	43	Sep 30, 2026 Filed Nov 3
Wellington Trust Company, NA	—	—	—	—	—
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio	—	—	—	—	—
Wellington Wealth Strategies, LLC. INDIANAPOLIS, IN	—	Small	$104,315,633	56	Dec 31, 2024 Filed Feb 14
Well Joy International Investment Limited	—	—	—	—	—
Wellment Financial ELMHURST, IL	#8,417	Micro	$91,348,254	26	Sep 30, 2026 Filed Oct 28
Wells Dominic Benjamin James	—	—	—	—	—
WELLS FARGO & COMPANY/MN SAN FRANCISCO, CA	#23	Mega	$616,231,344,199	4,686	Jun 30, 2026 Filed Aug 14
Wells Financial Advisors INC FRAMINGHAM, MA	#8,746	Micro	$10,615,561	12	Sep 30, 2026 Filed Nov 2
Wellspring Financial Advisors, LLC CLEVELAND, OH	#1,859	Mid	$1,622,237,103	236	Jun 30, 2026 Filed Jul 20
Wells Trecaso Financial Group, LLC AKRON, OH	—	Small	$209,946,245	66	Sep 30, 2025 Filed Nov 5
Welsh, Carson, Anderson & Stowe XII, L.P.	—	—	—	—	—
Wenbin Jiang	—	—	—	—	—
Wende L. Kotouc	—	—	—	—	—
WENDELL DAVID ASSOCIATES INC PORTSMOUTH, NH	#2,621	Small	$956,170,679	144	Sep 30, 2026 Filed Oct 27
Wendel SE Paris, I0	#3,760	Small	$526,474,310	1	Sep 30, 2026 Filed Oct 30
Wendy Beplate Irrevocable Trust	—	—	—	—	—
Wengen Alberta, LP	—	—	—	—	—
Wen Hua	—	—	—	—	—
WENSHAN XIE	—	—	—	—	—
Wen Sponsor LLC	—	—	—	—	—
Wenting Chang	—	—	—	—	—
Wentworth Funding, LLC	—	—	—	—	—
Wenzhao Lu	—	—	—	—	—
Werba Rubin Papier Wealth Management SAN JOSE, CA	#2,850	Small	$822,516,435	223	Jun 30, 2026 Filed Jul 28
Werlinich Asset Management, LLC STAMFORD, CT	#5,644	Small	$258,349,674	57	Sep 30, 2026 Filed Oct 9
Wernau Asset Management Inc. Gloucester, MA	#6,647	Small	$216,376,913	39	Sep 30, 2026 Filed Oct 19
Werner Capital LLC	—	—	—	—	—
WESBANCO BANK INC WHEELING, WV	#1,031	Mid	$3,009,242,070	355	Sep 30, 2026 Filed Nov 4
Wesbild, Inc.	—	—	—	—	—
WESCAP Management Group, Inc. Glendale, CA	#3,677	Small	$535,804,709	69	Jun 30, 2026 Filed Aug 11
Wescott Financial Advisory Group, LLC Philadelphia, PA	#2,132	Mid	$1,291,345,552	119	Jun 30, 2026 Filed Aug 4
Wesleyan Assurance Society BIRMINGHAM, X0	#1,666	Mid	$1,892,020,988	107	Jun 30, 2026 Filed Jul 28
WESLEY CAPITAL MANAGEMENT, LLC New York, NY	—	—	—	—	—

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