Institutions

Browse 20,674 institutional 13F filers

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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

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Name	Rank	Size	Latest AUM	Positions	As of
BENNETT LAWRENCE MANAGEMENT L L C/NY NEW YORK, NY	—	—	—	—	—
Bennett Rosenthal	—	—	—	—	—
BENNETT SELBY INVESTMENTS LP FALMOUTH, ME	#5,134	Small	$326,485,181	74	Sep 30, 2026 Filed Oct 19
BENNICAS & ASSOCIATES, INC. WOODSIDE, CA	—	Small	$145,846,987	82	Dec 31, 2022 Filed Mar 1
BENNINGFIELD FINANCIAL ADVISORS, LLC SAN FRANCISCO, CA	#7,744	Small	$135,008,603	11	Jun 30, 2026 Filed Jul 30
Benno Fischer	—	—	—	—	—
Bensler, LLC Bellevue, WA	#2,323	Mid	$1,015,482,886	140	Sep 30, 2026 Filed Nov 5
Benson Investment Management Company, Inc. Roanoke, VA	#8,725	Micro	$17,768,171	6	Sep 30, 2026 Filed Oct 13
Benson Wealth Management INC OOLTEWAH, TN, TN	#8,342	Micro	$99,282,216	241	Jun 30, 2026 Filed Aug 10
Bentley Corinne Patricia	—	—	—	—	—
Benuvia Operations, LLC	—	—	—	—	—
BEP Diamond Aggregator L.P.	—	—	—	—	—
Berbice Capital Management LLC MELVILLE, NY	#6,637	Small	$193,856,222	91	Sep 30, 2026 Filed Oct 13
Beretta Holding S.A.	—	—	—	—	—
BerganKDV Wealth Management, LLC BLOOMINGTON, MN	—	Small	$951,435,158	691	Jun 30, 2023 Filed Jul 24
Berger Financial Group, Inc Plymouth, MN	#1,621	Mid	$1,957,934,716	292	Jun 30, 2026 Filed Aug 4
Bering Partners II GP, L.L.C.	—	—	—	—	—
Berjaya Shipping Limited	—	—	—	—	—
Berkeley Capital Partners, LLC Milton, GA	#3,921	Small	$485,176,381	168	Jun 30, 2026 Filed Aug 6
Berkeley, Inc Boise, ID	#5,083	Small	$246,756,153	53	Sep 30, 2026 Filed Oct 20
BERKLEY W R CORP Greenwich, CT	#1,522	Mid	$2,160,605,853	265	Jun 30, 2026 Filed Aug 24
BERKSHIRE ASSET MANAGEMENT LLC/PA WILKES BARRE, PA	#1,391	Mid	$2,548,294,706	233	Jun 30, 2026 Filed Aug 5
BERKSHIRE CAPITAL HOLDINGS INC San Jose, CA	#4,251	Small	$429,498,264	113	Jun 30, 2026 Filed Aug 14
Berkshire Hathaway Inc Omaha, NE	#43	Mega	$299,253,556,220	26	Jun 30, 2026 Filed Aug 14
Berkshire Money Management, Inc. DALTON, MA	#2,387	Mid	$1,003,957,137	83	Sep 30, 2026 Filed Oct 21
Berkshire Partners Holdings LLC	—	—	—	—	—
Berkshire Partners LLC Boston, MA	#8,777	Micro	$4,956,286	1	Jun 30, 2026 Filed Aug 14
Berman Capital Advisors, LLC ATLANTA, GA	—	Small	$624,748,284	2,037	Sep 30, 2021 Filed Oct 7
BERMAN LYLE	—	—	—	—	—
Berman McAleer LLC TIMONIUM, MD	#2,766	Small	$754,425,466	134	Sep 30, 2026 Filed Oct 16
Bernard Lucien Nussbaumer	—	—	—	—	—
Bernardo Gomez Martinez	—	—	—	—	—
Bernardo Wealth Planning LLC HARLEYSVILLE, PA	#3,508	Mid	$1,122,771,853	96	Sep 30, 2026 Filed Oct 23
BERNARD SELZ	—	—	—	—	—
Bernard Wealth Management Corp. ROYAL OAK, MI	#5,549	Small	$271,261,373	236	Jun 30, 2026 Filed Aug 21
Bernicke Wealth Management, Ltd. ALTOONA, WI	#2,764	Small	$864,148,454	90	Jun 30, 2026 Filed Aug 11
Bernzott Capital Advisors Camarillo, CA	#5,794	Small	$233,443,586	112	Sep 30, 2026 Filed Oct 29
BERRY GROUP, LLC WORCESTER, MA	—	Small	$177,087,901	93	Dec 31, 2020 Filed Feb 11
Berry Street Capital Management LLP LONDON, X0	—	Small	$281,097,344	24	Sep 30, 2023 Filed Nov 13
Berry Wealth Group, LP GRANBURY, TX	#8,682	Micro	$31,122,165	34	Jun 30, 2026 Filed Aug 12
Bertelsmann SE & Co. KGaA	—	—	—	—	—
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CEDAR RAPIDS, IA	#3,049	Small	$740,977,845	1,737	Jun 30, 2026 Filed Oct 30
BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C. FOSTER CITY, CA	—	—	—	—	—
Beryl Capital Management LLC REDONDO BEACH, CA	#8,207	Small	$110,598,089	7	Jun 30, 2026 Filed Aug 14
BERYLSON CAPITAL PARTNERS, LLC BOSTON, MA	—	Micro	$41,173,683	20	Sep 30, 2024 Filed Nov 14
BESSEMER GROUP INC WOODBRIDGE, NJ	#140	Large	$72,023,227,444	2,207	Jun 30, 2026 Filed Aug 12
BESSEMER SECURITIES LLC NEW YORK, NY	—	Micro	$71,108,067	125	Sep 30, 2023 Filed Nov 13
Bessemer Venture Partners IX L.P.	—	—	—	—	—
BESSER JAMES E	—	—	—	—	—
Bess Ventures & Advisory, LLC	—	—	—	—	—

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