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
WHIPPOORWILL ASSOCIATES, INC. WHITE PLAINS, NY	—	—	—	—	—
Whitaker-Myers Wealth Managers, LTD. Mansfield, OH	#3,460	Small	$466,735,794	82	Sep 30, 2026 Filed Oct 9
Whitcomb & Hess, Inc. ASHLAND, OH	#4,040	Small	$466,898,589	42	Sep 30, 2026 Filed Oct 7
Whitebark Investors LP Incline Village, NV	#7,860	Small	$129,468,766	10	Jun 30, 2026 Filed Aug 14
WHITEBOX ADVISORS LLC MINNEAPOLIS, MN	#1,150	Mid	$3,443,364,159	379	Jun 30, 2026 Filed Aug 14
White Cherry Limited	—	—	—	—	—
White & Co Financial Planning Inc SUNNYSIDE, WA	#7,185	Small	$158,702,004	10	Sep 30, 2026 Filed Oct 16
White Elm Capital, LLC GREENWICH, CT	—	—	—	—	—
Whitefort Capital Management, LP NEW YORK, NY	#4,477	Small	$391,626,554	18	Jun 30, 2026 Filed Aug 14
Whitegate Investment Counselors, Inc. CONCORD, NH	#4,802	Small	$326,342,384	31	Sep 30, 2026 Filed Nov 2
White Hat Capital Partners LP	—	—	—	—	—
Whitehelm Capital Pty Ltd Barton, C3	—	Micro	$67,296,578	11	Sep 30, 2024 Filed Oct 11
White Knight Strategic Wealth Advisors, LLC PRINCETON, NJ	#7,589	Small	$142,773,009	79	Jun 30, 2026 Filed Aug 14
White Lighthouse Investment Management Inc. BEDFORD, MA	#2,895	Small	$812,516,940	75	Sep 30, 2026 Filed Oct 21
White Lion Capital, LLC	—	—	—	—	—
White Mountains Advisors LLC Guilford, CT	—	Micro	$80,848,300	3	Sep 30, 2020 Filed Nov 12
WHITE MOUNTAINS INSURANCE GROUP LTD HANOVER, NH	#4,465	Small	$393,601,042	2	Jun 30, 2026 Filed Aug 12
Whitener Capital Management, Inc. Rocky Mount, NC	#3,970	Small	$497,390,026	159	Sep 30, 2026 Filed Oct 15
Whiteowl Holdings LLC	—	—	—	—	—
White Pearl Group Limited	—	—	—	—	—
WHITE PINE CAPITAL LLC BLOOMINGTON, MN	#4,284	Small	$423,032,007	211	Jun 30, 2026 Filed Aug 5
White Pine Investment CO LIVONIA, MI	#4,001	Small	$480,277,524	47	Sep 30, 2026 Filed Oct 15
White Pine LLC	—	—	—	—	—
White River Holdings LLC	—	—	—	—	—
White River Investment Partners, LLC San Francisco, CA	—	—	—	—	—
White River Ventures LLC	—	—	—	—	—
WhiteRock Wealth Design LLC	—	—	—	—	—
WHITE SQUARE CAPITAL LLP London, X0	—	Micro	$14,717,275	8	Mar 31, 2021 Filed May 14
Whitetail Rock Capital Management, LLC	—	—	—	—	—
White Tyler Kent	—	—	—	—	—
White Wing Wealth Management THE WODLANDS, TX	#6,659	Small	$191,672,419	29	Jun 30, 2026 Filed Jul 8
Whitford Management LLC NEW YORK, NY	#8,178	Small	$112,018,802	21	Jun 30, 2026 Filed Aug 14
WHITMORE BRADFORD T	—	—	—	—	—
Whitmore Limited	—	—	—	—	—
Whitnell & Co. OAK BROOK, IL	—	Micro	$0	1	Mar 31, 2018 Filed May 4
Whitney Wolfe Herd	—	—	—	—	—
WHI TRUST Co LLC CHICAGO, IL	#7,323	Small	$154,578,122	50	Jun 30, 2026 Filed Aug 11
Whittier Holdings, Inc.	—	—	—	—	—
WHITTIER TRUST CO SOUTH PASADENA, CA	#534	Large	$10,248,067,278	1,057	Jun 30, 2026 Filed Jul 28
WHITTIER TRUST CO OF NEVADA INC RENO, NV	#838	Mid	$5,375,509,688	1,158	Jun 30, 2026 Filed Jul 28
WHV Investment Management, Inc. San Francisco, CA	—	—	—	—	—
Wick Capital Partners, LLC WAYNE, PA	#3,223	Small	$671,813,997	192	Jun 30, 2026 Filed Aug 14
Wickens Bradley James	—	—	—	—	—
Widmann Financial Services, Inc. BOWIE, MD	#6,729	Small	$186,465,342	109	Jun 30, 2026 Filed Aug 14
Wigglesworth Craig Stuart	—	—	—	—	—
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC NORFOLK, VA	—	Mid	$3,541,815,268	375	Mar 31, 2024 Filed May 7
Wilco 63 Holding LLC	—	—	—	—	—
Wildcat Capital Management, LLC New York, NY	#6,089	Small	$173,243,973	4	Sep 30, 2026 Filed Oct 28
WildFire Energy I LLC	—	—	—	—	—
WILEN INVESTMENT MANAGEMENT CORP. BONITA SPRINGS, FL	—	Micro	$94,556,940	81	Sep 30, 2022 Filed Nov 14

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