Institutions

Browse 20,681 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

FOUAD AHMED
Q/E Nov 6, 2026 · Filed 1d
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

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Name	Rank	Size	Latest AUM	Positions	As of
Charles Fitzgerald	—	—	—	—	—
Charles Frischer	—	—	—	—	—
Charles Gillespie	—	—	—	—	—
Charles Jones	—	—	—	—	—
Charles K. Huebner Trust	—	—	—	—	—
Charles Kohnen	—	—	—	—	—
Charles Liang	—	—	—	—	—
Charles-Lim Capital Ltd CENTRAL, K3	#5,074	Small	$319,398,485	6	Jun 30, 2026 Filed Aug 13
Charles M. Gillman	—	—	—	—	—
Charles Mosseri Marlio	—	—	—	—	—
Charles & Potomac Capital, LLC	—	—	—	—	—
Charles River Partnership XIII, LP CAMBRIDGE, MA	—	—	—	—	—
Charles River XIII GP, LLC CAMBRIDGE, MA	—	—	—	—	—
Charles Robert Abele	—	—	—	—	—
Charles Schwab Investment Advisory, Inc. SAN FRANCISCO, CA	—	Large	$72,387,149,648	67	Mar 31, 2024 Filed May 9
CHARLES SCHWAB INVESTMENT MANAGEMENT INC SAN FRANCISCO, CA	#20	Mega	$751,312,595,113	3,330	Jun 30, 2026 Filed Aug 14
Charles Schwab Trust Bank HENDERSON, NV	#8,543	Micro	$62,249,710	1	Jun 30, 2026 Filed Aug 7
Charles Schwab Trust Co HENDERSON, NV	#1,723	Mid	$1,692,997,419	124	Sep 30, 2026 Filed Oct 15
Charles S. Leykum	—	—	—	—	—
CHARLES STEWART MOTT FOUNDATION FLINT, MI	—	—	—	—	—
CHARLES TJANG	—	—	—	—	—
Charles W. Ergen	—	—	—	—	—
Charles W. Riley, Jr., solely in his capacity as the successor trustee of the Everett W. Nordstrom Trust fbo AEG created under the will of Everett W. Nordstrom dated April 1, 1971, and as a successor co-trustee of the Frances W. Nordstrom Trust fbo BAN created under the will of Frances W. Nordstrom dated April 4, 1984.	—	—	—	—	—
Charles Youakim	—	—	—	—	—
Charles Zhang	—	—	—	—	—
Charmquark TWEE	—	—	—	—	—
Charter Bridge Capital Management, L.P. New York, NY	—	—	—	—	—
Charter Capital Management, LLC\DE BROOKFIELD, WI	#6,124	Small	$187,643,213	59	Sep 30, 2026 Filed Oct 28
Charter Communications, Inc.	—	—	—	—	—
Charter Oak Advisors LP NEW YORK CITY, NY	#6,820	Small	$181,764,686	14	Jun 30, 2026 Filed Aug 13
Charter Oak Capital Management, LLC PORTSMOUTH, NH	—	Mid	$1,287,553,461	127	Mar 31, 2026 Filed Apr 24
Charter Oak Partners Management, L.P. Westport, CT	—	—	—	—	—
CHARTER RESEARCH & INVESTMENT GROUP, INC. SOUTHPORT, CT	#7,122	Small	$164,746,308	90	Jun 30, 2026 Filed Aug 13
CHARTIST INC /CA/ SEAL BEACH, CA	#8,433	Micro	$80,142,174	14	Sep 30, 2026 Filed Nov 4
CHARTWELL INVESTMENT PARTNERS, LLC BERYWN, PA	—	Mid	$2,746,688,486	391	Sep 30, 2024 Filed Nov 4
CHARTWELL INVESTMENT PARTNERS/PA BERWYN, PA	—	—	—	—	—
CHASE INVESTMENT COUNSEL CORP CHARLOTTESVILLE, VA	#3,997	Small	$470,291,486	136	Jun 30, 2026 Filed Aug 6
Chase Oil Corporation	—	—	—	—	—
Chatham Asset Management, LLC Chatham, NJ	—	Micro	$376,000	1	Jun 30, 2023 Filed Aug 14
CHATHAM CAPITAL GROUP, INC. SAVANNAH, GA	#2,944	Small	$760,699,414	162	Sep 30, 2026 Filed Oct 16
Chatterjee Fund Management, L.P. 2 [	—	—	—	—	—
Chatterton & Associates Inc. ANAHEIM, CA	#6,997	Small	$171,694,707	58	Jun 30, 2026 Filed Jul 14
Chau Hoi Shuen Solina Holly	—	—	—	—	—
CHAU HOI SHUEN SOLINA HOLLY	—	—	—	—	—
Chau Loi Yau	—	—	—	—	—
Chautauqua Capital Management BOULDER, CO	—	—	—	—	—
Chavant Family Office LLC	—	—	—	—	—
CHB Investment Group, LLC NEW HOPE, PA	—	Small	$196,094,323	54	Jun 30, 2025 Filed Jul 15
Checchi Capital Advisers, LLC BEVERLY HILLS, CA	#1,498	Mid	$2,219,592,038	522	Jun 30, 2026 Filed Aug 4
CHECK CAPITAL MANAGEMENT INC/CA COSTA MESA, CA	#1,139	Mid	$3,447,709,154	14	Sep 30, 2026 Filed Nov 5

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