Institutions

Browse 20,674 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

Rothwell Investment Advisors, LLC
Q/E Sep 30, 2026 · Filed 1d
Kingsway Capital Partners Ltd
Q/E Sep 30, 2025 · Filed 1d
Seal Cove Capital, LLC
Q/E Sep 30, 2026 · Filed 1d
Isabella Capital Management LLP
Q/E Sep 30, 2026 · Filed 1d
Wellington Grp LLC
Q/E Sep 30, 2026 · Filed 1d
Crystal Cove Asset Management, LLC
Q/E Sep 30, 2026 · Filed 1d
Titiun Yejiel
Q/E Sep 30, 2026 · Filed 1d
John A. Wolfe & Associates, Inc.
Q/E Sep 30, 2026 · Filed 1d
Financial Concepts Unlimited, Inc.
Q/E Sep 30, 2026 · Filed 1d
BCV Asset Management Inc.
Q/E Sep 30, 2026 · Filed 1d

Search AUM size Filing type Location City Positions

Total value ($)

Export CSV

Name	Rank	Size	Latest AUM	Positions	As of
Barry W. Blank	—	—	—	—	—
Barta Jan	—	—	—	—	—
Bart C. Shuldman	—	—	—	—	—
BARTELS WILLIAM H	—	—	—	—	—
Barthelemy Helg	—	—	—	—	—
Bartlett & Co. LLC CINCINNATI, OH	—	Mid	$5,979,883,218	875	Dec 31, 2023 Filed Jan 8
BARTLETT & CO. WEALTH MANAGEMENT LLC CINCINNATI, OH	#631	Mid	$7,990,435,061	1,029	Jun 30, 2026 Filed Jul 24
Bartolec David John	—	—	—	—	—
Barton Investment Management WEST CONSHOHOCKEN, PA	#3,076	Small	$801,482,292	54	Sep 30, 2026 Filed Oct 27
B.A. Schrock Wealth Management, Inc. WADSWORTH, OH	—	Small	$259,086,564	122	Sep 30, 2026 Filed Oct 15
Basecamp Wealth Advisors LLC BELLEVUE, WA	#3,668	Small	$537,383,111	1,770	Jun 30, 2026 Filed Aug 14
Baselake Partners, LP	—	—	—	—	—
Base Partners Consultoria de Investimentos E Negocios Ltda.	—	—	—	—	—
BasePoint Group Inc.	—	—	—	—	—
Basepoint Wealth LLC CEDAR RAPIDS, IA	#6,938	Small	$174,789,006	532	Jun 30, 2026 Filed Aug 10
BaseStones, Inc.	—	—	—	—	—
Base Wealth Management LLC LAKEWOOD RANCH, FL	#6,295	Small	$214,290,656	46	Sep 30, 2026 Filed Oct 21
Basile Lisa Ann	—	—	—	—	—
Baskin Financial Services Inc. TORONTO, A6	#2,153	Mid	$1,240,593,772	55	Sep 30, 2026 Filed Oct 19
BASS CHARLIE	—	—	—	—	—
Bass Edward P FORT WORTH, TX	—	—	—	—	—
BASSETT HARGROVE INVESTMENT COUNSEL, LLC GREENVILLE, DE	—	Micro	$58,063,517	40	Sep 30, 2023 Filed Oct 26
BASS LEE M /TX/ FORT WORTH, TX	—	—	—	—	—
BASSO CAPITAL MANAGEMENT, L.P. STAMFORD, CT	#4,004	Small	$393,457,017	92	Sep 30, 2026 Filed Oct 30
BASS SID R FORT WORTH, TX	#8,792	Micro	$2,596,148	1	Jun 30, 2026 Filed Aug 6
BASSWOOD CAPITAL MANAGEMENT, L.L.C. NEW YORK, NY	#1,403	Mid	$2,507,821,917	108	Jun 30, 2026 Filed Aug 14
Bastion Asset Management Inc. Montreal, Z4	#5,183	Small	$235,226,177	41	Sep 30, 2026 Filed Nov 5
Bastion Trading Limited	—	—	—	—	—
Batchelor Joshua Lane	—	—	—	—	—
Bath Savings Trust Co BATH, ME	#2,586	Small	$964,388,736	153	Sep 30, 2026 Filed Oct 7
Battery Global Advisors, LLC BOSTON, MA	#6,542	Small	$199,755,506	143	Jun 30, 2026 Filed Aug 12
BATTERY MANAGEMENT CORP. BOSTON, MA	#4,647	Small	$368,295,470	5	Jun 30, 2026 Filed Aug 14
BATTERYMARCH FINANCIAL MANAGEMENT INC BOSTON, MA	—	Micro	$0	1	Mar 31, 2014 Filed May 15
Battery Partners IX, LLC Boston, MA	—	Micro	$22,400,475	1	Sep 30, 2020 Filed Nov 16
Battery Partners VIII, LLC WALTHAM, MA	—	—	—	—	—
Battery Partners VII, LLC WALTHAM, MA	—	—	—	—	—
Battery Ventures XII, L.P.	—	—	—	—	—
Battery Ventures XIV, L.P.	—	—	—	—	—
BATYA BEN YAKOV	—	—	—	—	—
Baugh & Associates, LLC ATLANTA, GA	#6,119	Small	$245,854,319	41	Sep 30, 2026 Filed Oct 16
Bauman Advisory Group, LLC LAS VEGAS, NV	#6,694	Small	$180,925,824	67	Sep 30, 2026 Filed Oct 29
BAUPOST GROUP LLC/MA BOSTON, MA	#832	Mid	$5,415,911,349	23	Jun 30, 2026 Filed Aug 13
Bawa N Mallick Trust FOREST HILLS, NY	#5,175	Small	$309,080,575	35	Jun 30, 2026 Filed Aug 14
BAXTER BROS INC RIVERSIDE, CT	#2,763	Small	$886,489,681	166	Sep 30, 2026 Filed Nov 4
BAYBAN Bayport, MN	#7,843	Small	$126,116,042	493	Sep 30, 2026 Filed Nov 5
Bayberry Capital Partners LP NEW YORK, NY	#5,352	Small	$290,198,923	27	Jun 30, 2026 Filed Aug 14
BayBridge Capital Group, LLC LIVERMORE, CA	#6,656	Small	$184,413,792	85	Sep 30, 2026 Filed Oct 13
Bay Capital Advisors, LLC VIRGINIA BEACH, VA	#6,753	Small	$180,615,776	75	Sep 30, 2026 Filed Oct 16
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CONCORD, MA	#2,691	Small	$901,757,256	334	Jun 30, 2026 Filed Jul 9
Bayer HealthCare LLC	—	—	—	—	—

Use this data anywhere

Everything on this page is also served by the Equibles API and MCP server — plug it into Claude, your agents, or your own code. A free account includes an API key.

Get your free API key Explore the docs