Institutions
Browse 20,671 institutional 13F filers
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| Name | Size | Latest AUM | Open |
|---|---|---|---|
|
Westover Capital Advisors, LLC
WILMINGTON, DE
|
Small | $604,246,835 | |
|
WESTPAC BANKING CORP
SYDNEY, C3
|
Mid | $1,624,137,072 | |
|
WEST PACES ADVISORS INC.
ATLANTA, GA
|
Small | $794,437,194 | |
|
Westpark Management, LLC
PLANO, TX
|
Micro | $72,023,937 | |
|
WESTPORT ADVISERS LLC
Westport, CT
|
— | — | |
|
WESTPORT ASSET MANAGEMENT INC
SOUTHPORT, CT
|
Small | $233,874,249 | |
|
WESTPORT RESOURCES MANAGEMENT INC
WESTPORT, CT
|
Micro | $0 | |
|
WEST RIM CAPITAL ASSOCIATES II, L.P.
Lehi, UT
|
Micro | $46,759,335 | |
|
Westshore Wealth, LLC
NEWPORT BEACH, CA
|
Small | $322,115,439 | |
|
Westside Investment Management, Inc.
SANTA MONICA, CA
|
Small | $707,090,673 | |
|
West Tower Group, LLC
RICHMOND, VA
|
Micro | $26,980,553 | |
|
Westview Management dba Westview Investment Advisors
BURLINGTON, VT
|
Small | $204,356,432 | |
|
West Virginia University Foundation, Inc
MORGANTOWN, WV
|
Mid | $1,224,050,368 | |
|
West Wealth Group, LLC
Irvine, CA
|
Small | $691,578,993 | |
|
Westwind Capital
LAS CRUCES, NM
|
Small | $415,594,142 | |
|
Westwood Global Investments, LLC
BOSTON, MA
|
Mid | $2,847,130,230 | |
|
WESTWOOD HOLDINGS GROUP INC
DALLAS, TX
|
Large | $13,120,629,394 | |
|
WESTWOOD MANAGEMENT CORP /IL/
CHICAGO, IL
|
Small | $270,161,622 | |
|
Westwood Wealth Management
Los Angeles, CA
|
Small | $350,270,046 | |
|
WETHERBY ASSET MANAGEMENT INC
San Francisco, CA
|
Mid | $2,436,425,395 | |
|
WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS, IN
|
Small | $275,358,551 | |
|
WEXFORD CAPITAL LP
WEST PALM BEACH, FL
|
Small | $780,487,238 | |
|
WEYBOSSET RESEARCH & MANAGEMENT LLC
PROVIDENCE, RI
|
Small | $347,263,495 | |
|
Weyland Capital Management, LLC
PORTSMOUTH, NH
|
— | — | |
|
WFA Asset Management Corp
WHITEFISH BAY, WI
|
Small | $169,251,721 | |
|
WFA of San Diego, LLC
SAN DIEGO, CA
|
Small | $119,220,014 | |
|
WFG Advisors, LP
DALLAS, TX
|
Micro | $0 | |
| WFI Equity, LLC | — | — | |
|
WFM ASIA (BVI) Ltd
HONG KONG, K3
|
Small | $662,776,207 | |
| WG5 Group Ltd. | — | — | |
|
WGI DM, LLC
BOSTON, MA
|
Mid | $1,155,807,508 | |
|
W.G. Shaheen & Associates DBA Whitney & Co
ROCHESTER, NY
|
Mid | $1,398,777,483 | |
| Whale Management Corporation | — | — | |
| Whale M&A Small-Mid Sized Company M&A Private Equity Fund No. 1 | — | — | |
|
Whalen Wealth Management Inc.
LAS VEGAS, NV
|
Small | $230,540,840 | |
|
Whale Rock Capital Management LLC
Boston, MA
|
Large | $12,456,319,041 | |
|
WHALEROCK POINT PARTNERS, LLC
West Palm Beach, FL
|
Small | $567,421,902 | |
|
Wharton Business Group, LLC
MALVERN, PA
|
Mid | $2,981,247,568 | |
|
W.H. Cornerstone Investments Inc.
KINGSTON, MA
|
Small | $179,948,329 | |
|
WHEATLAND ADVISORS INC
Lancaster, PA
|
Micro | $23,264,504 | |
| Wheaton Precious Metals Corp. | — | — | |
| Wheat Wind Farms LLC | — | — | |
|
Wheelhouse Advisory Group LLC
ST. LOUIS, MO
|
Small | $371,577,851 | |
|
Wheels Up Wealth, Inc.
BENICIA, CA
|
Small | $118,082,110 | |
| Whei-Lan Teng | — | — | |
|
Whelan Financial
FRESNO, CA
|
Small | $317,454,210 | |
|
Whetstone Capital Advisors, LLC
SHAWNEE MISSION, KS
|
Small | $380,414,534 | |
| WH Group Limited | — | — | |
| WH Group Limited | — | — | |
|
Whipplewood Advisors, LLC
LITTLETON, CO
|
Small | $132,140,270 |
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