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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
CAXTON CORP Princeton, NJ	#8,797	Micro	$1,852,980	10	Jun 30, 2026 Filed Aug 14
Caymus Capital Partners, L.P. THE WOODLANDS, TX	—	Micro	$14,140,048	16	Jun 30, 2020 Filed Jul 29
Cayson Holding LP	—	—	—	—	—
CAZENOVE CAPITAL MANAGEMENT LTD LONDON, X0	—	—	—	—	—
CAZ INVESTMENTS LP HOUSTON, TX	#5,977	Small	$236,747,554	50	Jun 30, 2026 Filed Nov 4
CB Beteiligungs GmbH & Co. KG	—	—	—	—	—
CBC Investment I-Mab Limited	—	—	—	—	—
CB Elevate Aggregator L.P.	—	—	—	—	—
CBIZ Investment Advisory Services, LLC INDEPENDENCE, OH	#1,380	Mid	$2,575,201,939	342	Jun 30, 2026 Filed Aug 13
CBM Capital, Inc. MOUNT VERNON, NY	—	—	—	—	—
CBM Financial, LLC AUSTIN, TX	#7,046	Small	$168,903,496	7	Jun 30, 2026 Filed Aug 10
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC RADNOR, PA	#687	Mid	$7,166,577,212	99	Jun 30, 2026 Filed Aug 14
CB SNOWBIRD HOLDINGS, L.P.	—	—	—	—	—
CC Capital GP, LLC	—	—	—	—	—
CCG WEALTH MANAGEMENT, LLC SAN DIEGO, CA	#4,244	Small	$430,800,068	102	Jun 30, 2026 Filed Aug 7
CCLA Investment Management LONDON, X0	—	Mid	$6,150,056,675	55	Dec 31, 2025 Filed Jan 22
CCM INVESTMENT ADVISERS LLC COLUMBIA, SC	#2,131	Mid	$1,292,030,305	84	Jun 30, 2026 Filed Aug 12
CCM INVESTMENT GROUP, LLC NORTHFIELD, MN	—	Small	$946,360,055	201	Mar 31, 2025 Filed May 12
CCMP Capital GP, LLC New York, NY	—	Micro	$0	1	Sep 30, 2024 Filed Nov 12
CCMP Capital Investors III, L.P.	—	—	—	—	—
CCMP Capital, LLC NEW YORK, NY	—	—	—	—	—
CC Neuberger Principal Holdings III Sponsor LLC	—	—	—	—	—
CCSC INVESTMENT LIMITED	—	—	—	—	—
CCUR Holdings, Inc.	—	—	—	—	—
CDAM (UK) Ltd LONDON, X0	#4,511	Small	$387,380,485	12	Jun 30, 2026 Filed Aug 13
CDC Financial, Inc. CHICAGO, IL	#5,954	Small	$238,362,229	45	Jun 30, 2026 Filed Aug 14
CDH Griffin Holdings Company Limited	—	—	—	—	—
CDH Venture Capital III Limited	—	—	—	—	—
CDIB Private Equity (Fujian) Enterprise (Limited Partnership)	—	—	—	—	—
CDKV HOLDINGS LLC DENVER, CO	#8,129	Small	$117,797,252	188	Sep 30, 2026 Filed Oct 28
CDM FINANCIAL COUNSELING SERVICES, INC. NORWICH, CT	#8,116	Small	$116,052,754	60	Sep 30, 2026 Filed Oct 15
CDMJ Nyberg Family Trust	—	—	—	—	—
CD&R BOULDER HOLDINGS, L.P.	—	—	—	—	—
CD&R Channel Holdings II, L.P.	—	—	—	—	—
CD&R CHANNEL HOLDINGS, L.P.	—	—	—	—	—
CD&R INVESTMENT ASSOCIATES XII, LTD.	—	—	—	—	—
CD&R Vector Holdings, L.P.	—	—	—	—	—
CDT Environmental Technology Holdings Limited	—	—	—	—	—
Cedar Brook Financial Partners, LLC CLEVELAND, OH	—	Micro	$698,120	3	Sep 30, 2024 Filed Oct 21
CEDAR CAPITAL, LLC BARRINGTON, IL	—	Micro	$52,795,115	18	Sep 30, 2021 Filed Nov 1
CEDAR HILL ASSOCIATES, LLC CHICAGO, IL	—	—	—	—	—
Cedar Mountain Advisors, LLC LAKE OSWEGO, OR	#3,528	Small	$532,997,932	1,089	Sep 30, 2026 Filed Oct 15
Cedar Point Capital Partners, LLC Cedar Rapids, IA	#6,958	Small	$174,638,025	47	Sep 30, 2026 Filed Oct 29
CEDAR ROCK CAPITAL LTD LONDON, X0	—	Mid	$4,048,737,082	8	Dec 31, 2021 Filed Feb 14
Cedar Wealth Management, LLC LA JOLLA, CA	#4,501	Small	$388,975,682	68	Jun 30, 2026 Filed Aug 12
Cedarwood Wealth LLC HIGHLANDS RANCH, CO	#7,805	Small	$132,305,761	67	Jun 30, 2026 Filed Jul 23
Cederberg Capital Ltd LONDON, X0	#8,336	Small	$100,359,006	10	Jun 30, 2026 Filed Aug 14
Cedrus LLC Littleton, CO	—	Small	$268,003,045	116	Sep 30, 2024 Filed Oct 18
Cedrus Wealth Group LLC ANDOVER, MN	#8,139	Small	$114,511,435	44	Jun 30, 2026 Filed Jul 30
CEE Holdings Trust	—	—	—	—	—

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