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

1,971,850

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
Bowie Capital Management, LLC Richardson, TX	#1,459	Mid	$2,348,419,011	28	Jun 30, 2026 Filed Aug 11
Bowling Portfolio Management LLC CINCINNATI, OH	—	Small	$361,892,605	173	Sep 30, 2022 Filed Oct 4
Bowman & Co S.C. Oshkosh, WI	—	Small	$235,726,641	87	Dec 31, 2025 Filed Jan 23
BOW STREET, LLC New York, NY	—	—	—	—	—
Boxer Asset Management Inc.	—	—	—	—	—
BOXER CAPITAL, LLC SAN DIEGO, CA	—	Mid	$1,954,981,579	65	Sep 30, 2024 Filed Nov 14
Boxer Capital Management, LLC San Diego, CA	#2,108	Mid	$1,321,351,571	61	Jun 30, 2026 Filed Aug 14
Box Hill Private Wealth LLC SCOTTSDALE, AZ	#7,951	Small	$128,336,427	54	Sep 30, 2026 Filed Oct 5
Boxwood Ventures, Inc. CHICAGO, IL	#7,068	Small	$167,525,502	36	Jun 30, 2026 Filed Aug 12
BOYAR ASSET MANAGEMENT INC. NEW YORK, NY	#6,946	Small	$174,376,441	76	Jun 30, 2026 Filed Aug 14
Boyce & Associates Wealth Consulting, Inc. CEDAR PARK, TX	#7,558	Small	$161,685,257	50	Sep 30, 2026 Filed Oct 14
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CLEVELAND, OH	#4,625	Small	$378,024,596	340	Sep 30, 2026 Filed Nov 6
Boyd Wealth Management, LLC SACRAMENTO, CA	#5,617	Small	$266,325,894	42	Sep 30, 2026 Filed Oct 20
Boyer Financial Services, Inc. NEWPORT BEACH, CA	#8,043	Small	$123,495,688	47	Sep 30, 2026 Filed Oct 23
Boyle Capital Management, LLC WEST DES MOINES, IA	—	—	—	—	—
BOYS ARNOLD & CO INC ASHEVILLE, NC	—	Small	$401,765,106	168	Mar 31, 2020 Filed Apr 24
Boyu Capital Investment Management Co., Limited Hong Kong, K3	—	Micro	$5,547,150	1	Mar 31, 2022 Filed May 13
Boyu Hu	—	—	—	—	—
BOYUM WEALTH ARCHITECTS LLC BLOOMINGTON, MN	#5,765	Small	$202,028,833	44	Sep 30, 2026 Filed Oct 6
Bp4 S.r.l.	—	—	—	—	—
BP Capital Fund Advisors, LLC DALLAS, TX	—	—	—	—	—
BP Capital Management L P DALLAS, TX	—	—	—	—	—
BP Energy Company	—	—	—	—	—
Bpifrance Participations S.A.	—	—	—	—	—
Bpifrance SA Maisons Alfort, Cedex, I0	#2,060	Mid	$1,373,952,814	2	Jun 30, 2026 Filed Jul 27
BPP HoldCo LLC	—	—	—	—	—
BP PLC London, X0	#8,736	Micro	$13,311,736	2	Jun 30, 2026 Filed Aug 7
Bracebridge Capital, LLC BOSTON, MA	#4,061	Small	$459,975,039	24	Jun 30, 2026 Filed Aug 14
Bradbury Strategic Investment Fund A	—	—	—	—	—
Braden Ferrari	—	—	—	—	—
Brad K. Heppner	—	—	—	—	—
Bradley A. Bostic	—	—	—	—	—
Bradley A. Feld	—	—	—	—	—
Bradley A. Keywell	—	—	—	—	—
Bradley Burnam	—	—	—	—	—
Bradley C. Beasley	—	—	—	—	—
Bradley & Co. Private Wealth Management, LLC MIAMI, FL	#6,391	Small	$217,980,564	166	Sep 30, 2026 Filed Oct 23
BRADLEY FOSTER & SARGENT INC/CT HARTFORD, CT	#693	Mid	$7,064,057,003	457	Jun 30, 2026 Filed Aug 14
Bradley James Crosby	—	—	—	—	—
Bradley J. Haas	—	—	—	—	—
Bradley Mark J. WAUSAU, WI	—	Small	$100,734,414	42	Jun 30, 2023 Filed Aug 7
Bradyco, Inc. CAMBRIDGE, MA	#8,423	Small	$144,056,168	35	Sep 30, 2026 Filed Nov 3
BRADY FAMILY WEALTH, LLC SAINT LOUIS, MO	#4,835	Small	$343,991,278	91	Sep 30, 2026 Filed Nov 2
Brady Martz Wealth Solutions, LLC GRAND FORKS, ND	#3,258	Small	$655,354,718	207	Sep 30, 2026 Filed Nov 5
Braeburn Wealth Management LLC MUSKEGON, MI	#6,030	Small	$232,488,963	79	Sep 30, 2026 Filed Oct 15
Braeden Lichti	—	—	—	—	—
Braeden Lichti	—	—	—	—	—
Braemar Energy Ventures III, LP New York, NY	—	Micro	$37,937,135	2	Sep 30, 2023 Filed Nov 14
Braeside Investments, LLC DALLAS, TX	—	—	—	—	—
Bragg Financial Advisors, Inc CHARLOTTE, NC	#1,085	Mid	$3,736,845,828	272	Jun 30, 2026 Filed Aug 12

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