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

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Name	Rank	Size	Latest AUM	Positions	As of
Beacon Pointe Advisors, LLC NEWPORT BEACH, CA	#342	Large	$21,526,756,551	1,122	Jun 30, 2026 Filed Aug 18
Beacon Pointe Wealth Advisors, LLC NEWPORT BEACH, CA	—	—	—	—	—
beacon trust co morristown, NJ	—	—	—	—	—
Beacon Wealthcare, Inc RALEIGH, NC	—	Small	$110,606,750	7	Dec 31, 2020 Filed Feb 10
Beacon Wealthcare LLC RALEIGH, NC	#5,143	Small	$310,262,492	21	Sep 30, 2026 Filed Oct 2
Beaird Harris Wealth Management, LLC DALLAS, TX	#1,876	Mid	$1,595,718,203	555	Jun 30, 2026 Filed Jul 8
BEAM WEALTH ADVISORS, INC. COVINGTON, LA	#4,093	Small	$439,212,568	67	Sep 30, 2026 Filed Nov 3
BEARING POINT CAPITAL, LLC BLOOMINGTON, MN	#3,054	Small	$739,845,987	168	Jun 30, 2026 Filed Aug 11
Bear Mountain Capital, Inc. SEATTLE, WA	#4,840	Small	$348,205,595	170	Sep 30, 2026 Filed Nov 4
Beartown Capital Management, LLC HUNTINGTON WOODS, MI	#6,134	Small	$225,390,615	40	Jun 30, 2026 Filed Aug 14
Beat M. Kahli	—	—	—	—	—
Beaton Management Co. Inc. HAVERHILL, MA	#5,859	Small	$245,434,721	142	Jun 30, 2026 Filed Aug 7
BEATY, ROSS J.	—	—	—	—	—
Beaumont Asset Management, L.L.C. BEAUMONT, TX	#5,700	Small	$287,231,481	57	Sep 30, 2026 Filed Oct 16
Beaumont Financial Advisors, LLC NEEDHAM, MA	#1,899	Mid	$1,524,329,828	255	Sep 30, 2026 Filed Oct 22
Beaumont Financial Partners, LLC NEEDHAM, MA	—	Mid	$1,022,603,509	198	Sep 30, 2022 Filed Nov 14
Beau Ventures, LLc PITTSFORD, NY	#2,663	Mid	$1,060,040,929	23	Sep 30, 2026 Filed Oct 14
Beaverhead Capital, LLC	—	—	—	—	—
Beaver Hollow Wellness, LLC	—	—	—	—	—
Becaril S.A.	—	—	—	—	—
Bechtolsheim Family Trust	—	—	—	—	—
Beck Bode, LLC DEDHAM, MA	#3,262	Small	$660,420,930	101	Jun 30, 2026 Filed Aug 13
BECK CAPITAL MANAGEMENT, LLC AUSTIN, TX	#3,647	Small	$543,152,615	101	Jun 30, 2026 Filed Aug 14
BECKER CAPITAL MANAGEMENT INC Portland, OR	#1,090	Mid	$3,718,407,301	235	Jun 30, 2026 Filed Jul 31
Beckerman Institutional, LLC OCEAN GROVE, NJ	#6,389	Small	$210,167,501	78	Jun 30, 2026 Filed Aug 11
BECK MACK & OLIVER LLC NEW YORK, NY	#870	Mid	$5,159,982,105	188	Jun 30, 2026 Filed Aug 14
Beck Peter	—	—	—	—	—
BEDDOW CAPITAL MANAGEMENT INC JACKSON, WY	—	Small	$173,243,423	40	Dec 31, 2025 Filed Feb 11
Bedel Financial Consulting, Inc. INDIANAPOLIS, IN	#2,424	Mid	$1,064,748,158	203	Jun 30, 2026 Filed Jul 29
BEDEL FINANCIAL CONSULTING INC INDIANAPOLIS, IN	—	Small	$493,640,568	168	Sep 30, 2023 Filed Nov 1
Bedell Frazier Investment Counselling, LLC Walnut Creek, CA	—	Small	$494,854,455	117	Mar 31, 2026 Filed May 15
Bedford Ridge Capital LP NEW YORK, NY	—	Micro	$464,157	1	Mar 31, 2022 Filed May 16
Bedlam Asset Management plc LONDON, X0	—	—	—	—	—
Bedminster, LLC Bluffton, SC	#8,095	Small	$118,467,352	29	Sep 30, 2026 Filed Nov 4
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO HILVERSUM, P7	—	Micro	$758,720	39	Sep 30, 2025 Filed Oct 17
BEECHER INVESTORS INC DARIEN, CT	—	Micro	$60,882,996	11	Sep 30, 2022 Filed Nov 10
Beedie Investments Limited	—	—	—	—	—
Beehouse, LLC	—	—	—	—	—
BEESE FULMER INVESTMENT MANAGEMENT, INC. CANTON, OH	#1,767	Mid	$1,753,568,335	310	Sep 30, 2026 Filed Oct 23
Behrenbruch Christian	—	—	—	—	—
BeiGene, Ltd.	—	—	—	—	—
Beijing 1898 Youchuang Investment Center (Limited Partnership)	—	—	—	—	—
Beijing Fengmu Enterprise Consulting Center (Limited Partnership)	—	—	—	—	—
Beijing Foreign Economic and Trade Development Guidance Fund L.P.	—	—	—	—	—
Beijing Koala Kunlu Internet Industry Investment Fund (Limited Partnership)	—	—	—	—	—
Beijing Zhenwei Qingfeng Economic Management Consulting Partnership (L.P.)	—	—	—	—	—
Beijing Zhiyi Capital Investment Management Co., Ltd.	—	—	—	—	—
Beijing Zhongyun Ronghui Investment Center, LLP	—	—	—	—	—
Beirne Wealth Consulting Services, LLC SHELTON, CT	#3,833	Small	$493,150,091	68	Sep 30, 2026 Filed Oct 19
BEL AIR INVESTMENT ADVISORS LLC Los Angeles, CA	—	Mid	$3,199,383,456	308	Jun 30, 2021 Filed Aug 16

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