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DaveManuel.com · Institutional Ownership · 13F Holdings

All filers

Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 6 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Addenda Capital Inc.1569411$3.8B131Q3 2026
Darwin Global Management, Ltd.1839209$3.8B5last filed Q2 2026
36 SOUTH CAPITAL ADVISORS LLP1845671$3.8B11last filed Q3 2021
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)1132716$3.8B230last filed Q4 2025
TrinityBridge Ltd1718570$3.8B269last filed Q2 2026
Ameritas Investment Partners, Inc.1055980$3.8B3,174last filed Q2 2026
AMERICAN SECURITIES LLC1475483$3.8B2last filed Q2 2026
Bragg Financial Advisors, Inc1327055$3.7B363last filed Q2 2026
Foxhaven Asset Management, LP1590531$3.7B16last filed Q2 2026
Navera Investment Management Ltd.1842702$3.7B56last filed Q2 2026
Systematic Alpha Investments, LLC1806755$3.7B233last filed Q2 2026
BECKER CAPITAL MANAGEMENT INC799004$3.7B303last filed Q2 2026
MILLER HOWARD INVESTMENTS INC /NY903947$3.7B159Q3 2026
OSIRIS HOLDINGS INC.1318318$3.7B1last filed Q2 2026
MUFG SECURITIES (CANADA), LTD.1656187$3.7B43last filed Q2 2026
CASTLEARK MANAGEMENT LLC1106832$3.7B309last filed Q2 2026
Fund Evaluation Group, LLC1356249$3.7B80last filed Q2 2026
Himalaya Capital Management LLC1709323$3.7B8last filed Q2 2026
Cevian Capital II GP LTD1365341$3.7B3last filed Q2 2026
MKP Capital Management, L.L.C.1534949$3.7B22last filed Q2 2026
QUADRANT CAPITAL GROUP LLC1650717$3.7B1,225Q3 2026
CX Institutional1737089$3.7B1,668Q3 2026
BIP Wealth, LLC1590214$3.7B560Q3 2026
PARK NATIONAL CORP /OH/805676$3.7B314Q3 2026
BNP PARIBAS872786$3.7B329last filed Q2 2026
Foster Group, Inc.1841544$3.7B314Q3 2026
Evelyn Partners Investment Management LLP2065206$3.7B410last filed Q1 2026
PARADIGM CAPITAL MANAGEMENT INC/NY1037792$3.7B115last filed Q2 2026
INGALLS & SNYDER LLC1041885$3.7B467last filed Q2 2026
Krilogy Financial LLC1659047$3.7B1,070Q3 2026
Simplicity Solutions, LLC1486066$3.7B1,070last filed Q4 2023
Lighthouse Investment Partners, LLC1600344$3.7B686last filed Q2 2026
Hyperion Asset Management Ltd1619844$3.7B20Q3 2026
BURNEY CO/940445$3.7B609Q3 2026
Connectus Wealth, LLC1857493$3.7B386last filed Q1 2024
MASECO LLP2074052$3.7B673Q3 2026
Avalon Investment & Advisory1221362$3.7B309last filed Q1 2023
Moran Wealth Management, LLC1965334$3.6B500Q3 2026
Voyager Global Management LP1849753$3.6B8last filed Q2 2026
Metropolis Capital Ltd1765388$3.6B16Q3 2026
DEARBORN PARTNERS LLC1206792$3.6B290last filed Q2 2026
H&F Corporate Investors VII, Ltd.1660963$3.6B1last filed Q3 2021
One Capital Management, LLC1606588$3.6B522last filed Q2 2026
Avidian Wealth Enterprises, LLC1471474$3.6B743Q3 2026
Yarbrough Capital, LLC1767686$3.6B81Q3 2026
RIVERBRIDGE PARTNERS LLC1112325$3.6B198last filed Q2 2026
55I, LLC1730242$3.6B580last filed Q3 2022
Matson Money. Inc.1672512$3.6B9Q3 2026
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC1007399$3.6B528last filed Q1 2024
MIRAE ASSET SECURITIES (USA) INC.890203$3.6B60Q3 2026
Deer VIII & Co. Ltd.1559311$3.6B5last filed Q3 2021
MUFG BANK, LTD.852743$3.6B7last filed Q2 2026
COMPASS ROSE ASSET MANAGEMENT, LP1758811$3.6B21last filed Q2 2026
FORT PITT CAPITAL GROUP, LLC1663897$3.6B127last filed Q3 2024
Ceredex Value Advisors LLC1738726$3.6B168last filed Q2 2026
FIRST NATIONAL BANK OF OMAHA36644$3.5B505last filed Q2 2026
COOPERMAN LEON G898382$3.5B39last filed Q2 2026
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH1142433$3.5B197last filed Q2 2025
LEVEL FOUR ADVISORY SERVICES, LLC1696715$3.5B935last filed Q2 2026
Genesis Asset Managers, LLP1300978$3.5B18last filed Q2 2019
HERITAGE INVESTORS MANAGEMENT CORP937589$3.5B253Q3 2026
Dynamic Advisor Solutions LLC1599747$3.5B1,029Q3 2026
INTACT INVESTMENT MANAGEMENT INC.1443077$3.5B274last filed Q2 2026
HARTFORD INVESTMENT MANAGEMENT CO922439$3.5B496last filed Q2 2026
CloudAlpha Capital Management Limited/Hong Kong1745907$3.5B30last filed Q2 2026
People's United Financial, Inc.1378946$3.5B617last filed Q1 2022
Cohen Klingenstein LLC1453620$3.5B206Q3 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.1280487$3.5B442Q3 2026
SAX WEALTH ADVISORS, LLC1846150$3.5B750Q3 2026
DONALDSON CAPITAL MANAGEMENT, LLC1487438$3.5B309last filed Q2 2026
Confluence Wealth Services, Inc.1910411$3.5B476last filed Q2 2026
MEYER HANDELMAN CO45319$3.5B275Q3 2026
STOCK YARDS BANK & TRUST CO741073$3.5B397last filed Q2 2026
Spruce House Partnership LLC1797827$3.5B8last filed Q1 2021
PROFUND ADVISORS LLC1129919$3.5B1,099Q3 2026
TREMBLANT CAPITAL GROUP1353312$3.5B58last filed Q2 2026
BRAUN STACEY ASSOCIATES INC872080$3.5B114Q3 2026
CoreCap Advisors, LLC1902501$3.5B3,146Q3 2026
Karpus Management, Inc.1048703$3.5B233last filed Q2 2026
ICONIQ Capital, LLC1569709$3.5B76last filed Q2 2026
TORNO CAPITAL, LLC1974312$3.5B58last filed Q2 2026
Argent Trust Co1625292$3.5B769last filed Q2 2026
Joel Isaacson & Co., LLC1599330$3.5B479last filed Q2 2026
Richard Bernstein Advisors LLC1528214$3.4B227last filed Q1 2026
Hamilton Capital Partners Inc.2141005$3.4B214last filed Q2 2026
Fisher Funds Management LTD1435028$3.4B170Q3 2026
Silvant Capital Management LLC1738728$3.4B385last filed Q2 2026
CAMDEN ASSET MANAGEMENT L P /CA903944$3.4B73last filed Q2 2026
Simplicity Wealth,LLC1913243$3.4B1,074Q3 2026
Zhang Financial LLC1776290$3.4B392last filed Q2 2026
Hennion & Walsh Asset Management, Inc.1861642$3.4B969Q3 2026
PRIO WEALTH LIMITED PARTNERSHIP1008929$3.4B266last filed Q3 2024
Senvest Management, LLC1328785$3.4B55last filed Q2 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC1543170$3.4B11last filed Q2 2026
Narodna banka Slovenska2126778$3.4B3Q3 2026
CWA Asset Management Group, LLC1667134$3.4B712Q3 2026
Electrum Group LLC1565641$3.4B10last filed Q2 2026
Swan Global Investments, LLC1591505$3.4B103last filed Q2 2026
Point72 Middle East FZE1949771$3.4B1,066last filed Q4 2023
BIT Capital GmbH2053305$3.4B85last filed Q2 2026
Militia Capital Management LLC2130487$3.4B266last filed Q2 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD1504169$3.4B503Q3 2026
Edgestream Partners, L.P.1535061$3.4B936last filed Q2 2026
Gramercy Funds Management LLC1548836$3.4B1last filed Q2 2026
KCM INVESTMENT ADVISORS LLC1109228$3.4B411Q3 2026
Elm Partners Management LLC1743941$3.4B160last filed Q2 2026
Elequin Capital, LP1810873$3.4B683last filed Q2 2026
RPOA Advisors, Inc.1963326$3.4B8Q3 2026
Helikon Investments Ltd1839497$3.3B18last filed Q2 2026
Ascent Group, LLC1913231$3.3B808last filed Q2 2026
REGENTATLANTIC CAPITAL LLC1217758$3.3B666last filed Q3 2022
NEEDHAM INVESTMENT MANAGEMENT LLC1167212$3.3B176last filed Q2 2026
Sand Hill Global Advisors, LLC1009209$3.3B214last filed Q2 2026
Calamos Wealth Management LLC1455258$3.3B457last filed Q2 2026
BOSTON FINANCIAL MANGEMENT LLC1053055$3.3B335last filed Q4 2024
Spire Wealth Management1858740$3.3B2,226last filed Q2 2026
BCV Asset Management Inc.2110721$3.3B116last filed Q2 2026
Main Management ETF Advisors, LLC1698607$3.3B103last filed Q2 2026
Focus Financial Network, Inc.2010942$3.3B772Q3 2026
DeepCurrents Investment Group LLC1754535$3.3B138last filed Q2 2026
ADAMS DIVERSIFIED EQUITY FUND, INC.2230$3.3B100Q3 2026
ATLAS Infrastructure Partners (UK) Ltd.1924953$3.3B11last filed Q2 2026
Venrock Adviser, LLC1615982$3.3B33last filed Q2 2026
Prana Capital Management, LP1710951$3.3B118last filed Q2 2026
Oribel Capital Management, LP1661140$3.3B93last filed Q2 2026
Fulton Bank, N.A.883782$3.3B683Q3 2026
ALLSTATE INVESTMENT MANAGEMENT CO924192$3.3B578last filed Q4 2022
Bollard Group LLC1556218$3.3B309last filed Q2 2026
Vulcan Value Partners, LLC1556785$3.3B36last filed Q2 2026
BEL AIR INVESTMENT ADVISORS LLC1078727$3.3B381last filed Q2 2021
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.1710477$3.3B229Q3 2026
INTEGRITY ALLIANCE, LLC.1352260$3.3B927Q3 2026
Corvex Management LP1535472$3.3B24last filed Q2 2026
STEADFAST CAPITAL MANAGEMENT LP1214822$3.3B84last filed Q2 2026
CONNING INC.801051$3.3B329Q3 2026
TRILLIUM ASSET MANAGEMENT, LLC884541$3.3B230last filed Q2 2026
Pallas Capital Advisors LLC1862282$3.2B1,034last filed Q2 2026
Sound Shore Management Inc /CT/820124$3.2B40last filed Q2 2026
VestGen Advisors, LLC2050130$3.2B1,030Q3 2026
Meridian Wealth Management, LLC1697300$3.2B825last filed Q2 2026
Nishkama Capital, LLC1633799$3.2B57last filed Q2 2026
ZWJ INVESTMENT COUNSEL INC842782$3.2B293Q3 2026
WASHINGTON TRUST Co1079736$3.2B291Q3 2026
Marathon Trading Investment Management LLC1572748$3.2B278last filed Q2 2026
Flinton Capital Management LLC1696726$3.2B890last filed Q3 2019
EXENCIAL WEALTH ADVISORS, LLC1576151$3.2B563last filed Q1 2026
PROVIDENT TRUST CO1140436$3.2B21Q3 2026
Neuburgh Advisers LLC1693800$3.2B919last filed Q3 2019
Y.D. More Investments Ltd1870364$3.2B510last filed Q2 2026
Members Trust Co1677560$3.2B170last filed Q2 2026
FineMark National Bank & Trust1537720$3.2B450last filed Q4 2025
ELEMENT CAPITAL MANAGEMENT LLC1535630$3.2B63last filed Q2 2026
Brooklyn Investment Group1795705$3.2B1,827last filed Q1 2026
Auto-Owners Insurance Co1964189$3.2B78Q3 2026
FOCUSED INVESTORS FUND L P1380089$3.2B23last filed Q1 2024
Nan Shan Life Insurance Co., Ltd.1730464$3.2B82last filed Q2 2026
Trivest Advisors Ltd1555623$3.2B15last filed Q2 2026
CHILTON CAPITAL MANAGEMENT LLC1056859$3.2B581Q3 2026
GeoWealth Management, LLC1593387$3.2B882last filed Q2 2026
Virtu Financial LLC1533964$3.2B1,548last filed Q2 2026
CAXTON ASSOCIATES LP872573$3.2B475last filed Q4 2024
Fidelity National Financial, Inc.1331875$3.2B30last filed Q2 2026
Gladstone Institutional Advisory LLC1766530$3.2B892last filed Q2 2026
Pacific Heights Asset Management LLC1323414$3.2B77last filed Q2 2026
SPROTT INC.1512920$3.2B268last filed Q2 2026
Blue Whale Capital LLP1801547$3.2B27last filed Q2 2026
Cannell & Co.16972$3.2B269last filed Q4 2023
NICOLET BANKSHARES INC1174850$3.1B612last filed Q2 2026
Lombard Odier Asset Management (Switzerland) SA1535660$3.1B453last filed Q2 2026
ARGENT CAPITAL MANAGEMENT LLC1120926$3.1B172Q3 2026
BRINKER CAPITAL INC1502976$3.1B930last filed Q2 2020
HILLHOUSE CAPITAL MANAGEMENT, LTD.1510589$3.1B35last filed Q2 2019
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP1103139$3.1B16last filed Q2 2026
HAWK RIDGE CAPITAL MANAGEMENT LP1609074$3.1B44last filed Q2 2026
Sowell Financial Services LLC1633697$3.1B1,156Q3 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC1034642$3.1B335last filed Q2 2026
Valley Forge Capital Management, LP1697868$3.1B7last filed Q2 2026
Van Berkom & Associates Inc.1524408$3.1B67last filed Q2 2026
Carrhae Capital LLP1555254$3.1B29Q3 2026
ETF MANAGERS GROUP, LLC1645173$3.1B685last filed Q1 2023
Advance Capital Management, Inc.1536029$3.1B197last filed Q2 2026
SurgoCap Partners LP1960830$3.1B13last filed Q2 2026
WINTON GROUP Ltd1612063$3.1B1,137last filed Q2 2026
WADE G W & INC1132556$3.1B417last filed Q4 2023
PEREGRINE CAPITAL MANAGEMENT LLC764529$3.1B282last filed Q2 2026
Smartleaf Asset Management LLC2010393$3.1B3,465last filed Q2 2026
Dixon Mitchell Investment Counsel Inc.1993485$3.1B144last filed Q2 2026
Henshaw Capital LLC2131483$3.1B160last filed Q2 2026
Covea Finance1636948$3.1B166Q3 2026
CAPITAL INTERNATIONAL LTD /CA/1065350$3.1B150last filed Q2 2026
Horizon Kinetics LLC1519418$3.1B473last filed Q4 2018
Belpointe Asset Management LLC1721242$3.1B1,121last filed Q2 2026
Western Wealth Management, LLC1767902$3.1B1,002last filed Q2 2026
SageView Advisory Group, LLC1914558$3.1B615last filed Q2 2026
Patient Capital Management, LLC1854794$3.1B40last filed Q2 2026
DV Trading LLC1721757$3.0B514last filed Q2 2026
Comprehensive Financial Management LLC1799802$3.0B39last filed Q2 2026
FIRST MERCHANTS CORP712534$3.0B361Q3 2026
Hirtle & Co., LLC1360710$3.0B128last filed Q2 2026
SBI Okasan Asset Management Co.Ltd.1535128$3.0B320last filed Q2 2026
Johnson Financial Group, Inc.1477024$3.0B818last filed Q2 2026
SUMMITRY LLC1280043$3.0B340last filed Q2 2026
Gallagher Fiduciary Advisors, LLC1527781$3.0B356last filed Q2 2026
Cornerstone Advisors, LLC1775446$3.0B112last filed Q2 2026
COOKSON PEIRCE & CO INC1141455$3.0B317last filed Q2 2026
BlueCrest Capital Management Ltd1610880$3.0B276last filed Q2 2026
Scharf Investments, LLC1463746$3.0B79last filed Q2 2026
Empyrean Capital Partners, LP1317195$3.0B122last filed Q2 2026
AG2R LA MONDIALE GESTION D'ACTIFS2047606$3.0B425Q3 2026
Livforsakringsbolaget Skandia, Omsesidigt1547926$3.0B432Q3 2026
EAGLE GLOBAL ADVISORS LLC1130787$3.0B277last filed Q2 2026
Tyers Asset Management LLC1694909$3.0B999last filed Q3 2019
Harvest Fund Management Co., Ltd1694126$3.0B455last filed Q2 2026
Meiji Yasuda Life Insurance Co1144492$3.0B231last filed Q2 2026
Cornerstone Investment Partners, LLC1328062$3.0B312last filed Q2 2026
Wharton Business Group, LLC1513126$3.0B142last filed Q2 2026
Root Financial Partners, LLC1977181$3.0B3,827Q3 2026
First Allied Advisory Services, Inc.1512647$3.0B1,178last filed Q3 2020
L1 Capital Pty Ltd1817646$3.0B24last filed Q2 2026
Giverny Capital Inc.1641864$3.0B51last filed Q2 2026
COWEN AND COMPANY, LLC48966$3.0B564last filed Q3 2024
EverSource Wealth Advisors, LLC1710537$3.0B4,391last filed Q2 2026
Azimuth Capital Investment Management LLC1942364$3.0B313last filed Q2 2026
Focused Investors LLC1426398$3.0B23last filed Q2 2026
GAMMA Investing LLC2010235$3.0B4,329Q3 2026
NFJ INVESTMENT GROUP, LLC1862664$3.0B208last filed Q2 2026
Innovator Capital Management, LLC1708237$2.9B8last filed Q2 2026
Palestra Capital Management LLC1568788$2.9B21last filed Q2 2026
Waratah Capital Advisors Ltd.1539919$2.9B124last filed Q2 2026
Welch Group, LLC1443095$2.9B319Q3 2026
Stonehage Fleming Financial Services Holdings Ltd1786379$2.9B215last filed Q2 2026
Caledonia (Private) Investments Pty Ltd1352924$2.9B17last filed Q2 2026
JB Capital LLC1879371$2.9B269Q3 2026
READYSTATE ASSET MANAGEMENT LP1900923$2.9B662last filed Q2 2026
Alpha Cubed Investments, LLC1580830$2.9B298last filed Q4 2025
Intesa Sanpaolo S.p.A.1374384$2.9B234last filed Q2 2026
Bogart Wealth, LLC1715740$2.9B2,011last filed Q2 2026
CHARTWELL INVESTMENT PARTNERS, LLC1616525$2.9B412last filed Q3 2024
Heritage Wealth Advisors1591122$2.9B703last filed Q2 2026
Aquatic Capital Management LLC1803916$2.9B1,217last filed Q2 2026
GENERAL ATLANTIC, L.P.1017645$2.9B12last filed Q2 2026
GLOBALT Investments LLC / GA2011891$2.9B212Q3 2026
Vident Investment Advisory, LLC1634047$2.9B1,175last filed Q2 2023
Soleus Capital Management, L.P.1802630$2.9B97last filed Q2 2026
71 West Capital Partners2111530$2.9B382last filed Q2 2026
Waldron Private Wealth LLC1598180$2.9B350last filed Q2 2026
First National Trust Co1277303$2.9B400Q3 2026
TIVERTON ASSET MANAGEMENT LLC1568680$2.9B708last filed Q3 2019
Aviso Financial Inc.2033534$2.9B273last filed Q2 2026
SCHWARTZ INVESTMENT COUNSEL INC909151$2.9B142Q3 2026

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