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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 8 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Goelzer Investment Management, Inc.1550057$2.3B294Q3 2026
NEW SOUTH CAPITAL MANAGEMENT INC1044797$2.3B48last filed Q2 2026
PALLADIUM PARTNERS LLC1436871$2.3B332last filed Q1 2022
Quintet Private Bank (Europe) S.A.1977290$2.3B192Q3 2026
ANGELES WEALTH MANAGEMENT, LLC1929170$2.3B594Q3 2026
Signal Advisors Wealth, LLC2010926$2.3B701Q3 2026
Sullivan, Bruyette, Speros & Blaney, LLC1599904$2.3B416last filed Q1 2021
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP1854440$2.3B10last filed Q2 2026
CQS Cayman LP1431256$2.3B142last filed Q3 2019
Maj Invest Holding A/S1730525$2.3B40Q3 2026
Reynders McVeigh Capital Management, LLC1455969$2.3B196last filed Q2 2026
TIG Advisors, LLC1358253$2.3B102last filed Q2 2026
TEXAS PERMANENT SCHOOL FUND CORP1223779$2.3B15last filed Q2 2026
INVESTMENT HOUSE LLC1566030$2.3B203Q3 2026
LOWE BROCKENBROUGH & CO INC22657$2.2B341last filed Q2 2026
HEARTLAND ADVISORS INC937394$2.2B244last filed Q2 2026
Edge Capital Group, LLC1767220$2.2B332last filed Q4 2024
Sound Income Strategies, LLC1730960$2.2B478Q3 2026
3EDGE Asset Management, LP1665605$2.2B94last filed Q2 2026
Walgreens Boots Alliance, Inc.1618921$2.2B1last filed Q2 2025
OLD REPUBLIC INTERNATIONAL CORP74260$2.2B70Q3 2026
One Way Holdings LLC1940869$2.2B254Q3 2026
Meridiem Capital Partners LP2026798$2.2B83last filed Q2 2026
AMERICAN CAPITAL MANAGEMENT INC1320168$2.2B80last filed Q2 2026
Meiji Yasuda Asset Management Co Ltd.1491685$2.2B596last filed Q2 2026
Highstreet Asset Management Inc.1484368$2.2B649last filed Q4 2019
Checchi Capital Advisers, LLC1598186$2.2B603last filed Q2 2026
NWQ INVESTMENT MANAGEMENT COMPANY, LLC763848$2.2B152last filed Q3 2020
ALLEGHANY CORP /DE775368$2.2B25last filed Q3 2022
Affinity Asset Advisors, LLC1773195$2.2B110last filed Q2 2026
Oak Grove Capital LLC1661762$2.2B104Q3 2026
AdvisorNet Financial, Inc1409362$2.2B668Q3 2026
Cyndeo Wealth Partners, LLC1950947$2.2B562Q3 2026
1ST SOURCE BANK356264$2.2B289last filed Q2 2026
Thematics Asset Management1956031$2.2B125last filed Q3 2025
TANG CAPITAL MANAGEMENT LLC1232621$2.2B41last filed Q2 2026
Marathon Asset Management Ltd1861026$2.2B76Q3 2026
Bank of Italy1426449$2.2B8last filed Q2 2026
Aprio Wealth Management, LLC1803519$2.2B636Q3 2026
HIGHLAND CAPITAL MANAGEMENT, LLC860486$2.2B415Q3 2026
Soltis Investment Advisors LLC1802530$2.2B734Q3 2026
Integrated Advisors Network LLC1660177$2.2B666Q3 2026
Greenwoods Asset Management Hong Kong Ltd.1848138$2.2B21last filed Q2 2026
ADAR1 Capital Management, LLC1940272$2.2B272last filed Q2 2026
Rehmann Capital Advisory Group1633037$2.2B702last filed Q2 2026
CORTLAND ADVISERS LLC1568990$2.2B32last filed Q3 2019
Indivisible Partners2098400$2.2B746Q3 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT1329375$2.2B73Q3 2026
Point72 Hong Kong Ltd1599822$2.2B430last filed Q3 2025
BERKLEY W R CORP11544$2.2B339last filed Q2 2026
Pinnacle Advisory Group, Inc.1504404$2.2B247last filed Q1 2021
Arisaig Partners (Asia) Pte Ltd.1798367$2.2B1last filed Q2 2024
FOSTER & MOTLEY INC1163902$2.2B405last filed Q2 2026
J.Safra Asset Management Corp1535293$2.2B633last filed Q2 2026
Contrarius Group Holdings Ltd2054801$2.2B34last filed Q2 2026
LAKE STREET ADVISORS GROUP, LLC1724269$2.2B646last filed Q4 2024
Ameritas Investment Company, LLC938165$2.2B707last filed Q3 2021
Traynor Capital Management, Inc.1666786$2.2B327Q3 2026
MIDLAND WEALTH ADVISORS, LLC1990058$2.2B159Q3 2026
ODDO BHF ASSET MANAGEMENT SAS1686970$2.2B253last filed Q2 2026
NWI MANAGEMENT LP1103887$2.2B50last filed Q2 2026
Diversified Enterprises, LLC2037264$2.2B445Q3 2026
TECTONIC ADVISORS LLC1859918$2.2B277Q3 2026
Trek Financial, LLC1768195$2.2B510Q3 2026
StepStone Group LP1502287$2.2B23last filed Q2 2026
MONEY CONCEPTS CAPITAL CORP716851$2.2B633last filed Q2 2026
Maren Capital LLC1961415$2.2B17last filed Q2 2026
Quinn Opportunity Partners LLC1633275$2.2B354last filed Q2 2026
Osmosis Investment Management UK Ltd1780700$2.2B452last filed Q2 2026
Voss Capital, LP1730145$2.2B52last filed Q2 2026
KLS Professional Advisors Group, LLC1532292$2.2B25last filed Q2 2019
Plante Moran Financial Advisors, LLC1424717$2.1B1,589last filed Q2 2026
GREENWOOD GEARHART LLC1084683$2.1B168last filed Q2 2026
DOWLING & YAHNKE LLC1133197$2.1B373last filed Q3 2022
S&G Foundation1874163$2.1B21last filed Q2 2026
Money Design Co.,Ltd.1721608$2.1B72last filed Q2 2025
Pennsylvania Trust Co1560808$2.1B351last filed Q1 2020
SIGMA INVESTMENT COUNSELORS INC1085163$2.1B218Q3 2026
BBR PARTNERS, LLC1352467$2.1B250last filed Q2 2026
Gobi Capital LLC1698060$2.1B13last filed Q2 2026
Ninety One North America, Inc.1633343$2.1B108Q3 2026
Caligan Partners LP1727492$2.1B26last filed Q2 2026
OAKWORTH CAPITAL, INC.1588871$2.1B973Q3 2026
OSTERWEIS CAPITAL MANAGEMENT INC1007524$2.1B231last filed Q2 2026
Main Street Research LLC1513211$2.1B140last filed Q2 2026
Stairway Partners, LLC1454138$2.1B18Q3 2026
Philosophy Capital Management LLC1869199$2.1B40last filed Q2 2026
SPO ADVISORY CORP919468$2.1B12last filed Q4 2018
Generali Investments CEE, investicni spolecnost, a.s.2047540$2.1B462Q3 2026
Nextech Invest Ltd.1595430$2.1B15last filed Q2 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC1447578$2.1B585last filed Q2 2026
BBVA USA Bancshares, Inc.1409775$2.1B539last filed Q1 2021
CREATIVE FINANCIAL DESIGNS INC /ADV819864$2.1B2,262last filed Q2 2026
Shaolin Capital Management LLC1766806$2.1B552last filed Q2 2026
Cerberus Capital Management, L.P.1525907$2.1B12last filed Q2 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1109767$2.1B789last filed Q2 2026
Index Venture Associates VI Ltd1755035$2.1B3last filed Q2 2026
OneAscent Financial Services LLC1780985$2.1B605last filed Q2 2026
SHANDA ASSET MANAGEMENT HOLDINGS Ltd1622346$2.1B6last filed Q2 2026
XN Exponent Advisors LLC1843228$2.1B27last filed Q3 2021
THOROUGHBRED FINANCIAL SERVICES, LLC1091370$2.1B624last filed Q2 2026
Resonant Capital Advisors, LLC1803236$2.1B551Q3 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/1033505$2.1B304last filed Q3 2025
Irenic Capital Management LP1929389$2.1B47last filed Q2 2026
TruWealth Advisors, LLC1834985$2.1B182last filed Q1 2026
Kovack Advisors, Inc.1728321$2.1B1,070last filed Q2 2026
BREWIN DOLPHIN LTD1954243$2.1B621last filed Q2 2022
NAYA CAPITAL MANAGEMENT UK LTD1665012$2.1B4last filed Q2 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC1165805$2.1B131last filed Q2 2026
OSTRUM ASSET MANAGEMENT1767945$2.1B549last filed Q2 2026
AJ WEALTH STRATEGIES, LLC1744073$2.1B297last filed Q2 2023
UNC Management Company, Inc.1911286$2.1B6last filed Q2 2026
WealthPlan Investment Management, LLC1929986$2.1B510Q3 2026
Kathmere Capital Management, LLC1794543$2.1B713Q3 2026
DNCA FINANCE1752759$2.1B118last filed Q2 2026
CIDEL ASSET MANAGEMENT INC1621915$2.1B478Q3 2026
SPINNAKER TRUST1158970$2.1B309last filed Q2 2026
RGM Capital, LLC1323953$2.1B17last filed Q4 2025
EcoR1 Capital, LLC1587114$2.1B31last filed Q2 2026
Apexium Financial, LP1765285$2.1B288last filed Q3 2025
RICE HALL JAMES & ASSOCIATES, LLC1230765$2.1B240last filed Q2 2026
Arvest Bank Trust Division1625959$2.1B240last filed Q2 2026
Capstone Financial Advisors, Inc.1599217$2.1B191last filed Q2 2026
Dorsey & Whitney Trust CO LLC1384042$2.1B730last filed Q2 2026
Ribbit Management Company, LLC1836733$2.1B15last filed Q2 2026
First Western Trust Bank1513189$2.1B215last filed Q2 2026
Rock Springs Capital Management LP1595725$2.0B104last filed Q2 2026
ABRAMS BISON INVESTMENTS, LLC1317588$2.0B11last filed Q2 2026
GREENLIGHT CAPITAL INC1079114$2.0B40last filed Q4 2023
Jacobi Capital Management LLC1689646$2.0B644last filed Q2 2026
Point72 Europe (London) LLP1698051$2.0B726last filed Q3 2025
Aaron Wealth Advisors LLC1812198$2.0B687Q3 2026
Westchester Capital Management, LLC1512805$2.0B301last filed Q2 2026
Strategic Blueprint, LLC1767821$2.0B672Q3 2026
Smith Asset Management Group LP1091561$2.0B363last filed Q2 2021
Boxer Capital, LLC1465837$2.0B68last filed Q3 2024
UNIVEST FINANCIAL Corp102212$2.0B275last filed Q2 2026
683 Capital Management, LLC1404574$2.0B145last filed Q2 2026
Siemens Fonds Invest GmbH1856637$2.0B538last filed Q2 2026
CenterBook Partners LP1872738$2.0B693last filed Q2 2026
SMITH CHAS P & ASSOCIATES PA CPAS1082509$2.0B194Q3 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1965756$2.0B417Q3 2026
CERTUITY, LLC1800752$2.0B672last filed Q2 2026
OMNI PARTNERS LLP1576497$2.0B247last filed Q1 2021
FOUNDERS FINANCIAL SECURITIES LLC1342396$2.0B579Q3 2026
WATERS PARKERSON & CO., LLC1222993$2.0B200last filed Q2 2026
Evanson Financial, LLC2140235$2.0B315Q3 2026
BANK OF HAWAII315080$2.0B233last filed Q2 2026
Principle Wealth Partners LLC1743413$2.0B398last filed Q2 2026
COURIER CAPITAL LLC1015247$2.0B405Q3 2026
Summit Global Investments1697953$2.0B516Q3 2026
Cambria Investment Management, L.P.1529389$2.0B731last filed Q2 2026
WADDELL & ASSOCIATES, LLC1776757$2.0B543last filed Q2 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1238990$2.0B164last filed Q2 2026
Foster Victor Wealth Advisors, LLC1769063$2.0B261Q3 2026
COMMUNITY TRUST & INVESTMENT CO1047142$2.0B144Q3 2026
Essex Financial Services, Inc.1315785$2.0B836last filed Q2 2026
JFS WEALTH ADVISORS, LLC1568068$2.0B2,253last filed Q2 2026
NWAM LLC1655006$2.0B684last filed Q2 2026
Ninety One SA (Pty) Ltd1491998$2.0B103Q3 2026
Casdin Capital, LLC1534261$2.0B43last filed Q2 2026
Knights of Columbus Asset Advisors LLC1688666$2.0B386last filed Q2 2026
BOUSSARD & GAVAUDAN GESTION SAS1569001$2.0B103last filed Q2 2026
Fragasso Financial Advisors Inc1613331$2.0B375Q3 2026
TOYOTA MOTOR CORP/1094517$2.0B2last filed Q2 2026
FIFTH THIRD SECURITIES, INC.73956$2.0B420Q3 2026
Turtle Creek Wealth Advisors, LLC2007171$2.0B501Q3 2026
Wesleyan Assurance Society1773368$2.0B109last filed Q2 2026
Leeward Investments, LLC - MA1923173$2.0B139Q3 2026
CRAMER ROSENTHAL MCGLYNN LLC820743$2.0B96last filed Q2 2026
Cerity Partners OCIO LLC1519611$2.0B28last filed Q2 2026
Polymer Capital Management (HK) LTD1970465$2.0B142last filed Q2 2026
LGT CAPITAL PARTNERS LTD.1641992$2.0B38last filed Q2 2026
OXFORD FINANCIAL GROUP, LTD. LLC1245862$2.0B296last filed Q2 2026
Jordan Park Group LLC1707975$2.0B68last filed Q2 2026
Willis Investment Counsel1310929$2.0B128Q3 2026
F/m Investments LLC1834499$2.0B354last filed Q2 2026
EASTERLY INVESTMENT PARTNERS LLC1766150$2.0B252last filed Q2 2026
PFG Advisors1694435$2.0B761Q3 2026
McKinley Carter Wealth Services, Inc.1484265$2.0B316Q3 2026
Berger Financial Group, Inc1826136$2.0B476last filed Q2 2026
Symmetry Partners, LLC1697493$2.0B358Q3 2026
Prescott General Partners LLC1538653$2.0B10last filed Q2 2026
Greenhouse Funds LLLP1626220$2.0B29last filed Q2 2026
MEEDER ASSET MANAGEMENT INC809443$2.0B930last filed Q2 2026
SUN LIFE FINANCIAL INC1097362$2.0B44last filed Q2 2026
Granite Investment Partners, LLC1542266$2.0B277last filed Q2 2026
Cormorant Asset Management, LP1583977$2.0B50last filed Q2 2026
ADELL HARRIMAN & CARPENTER INC1134152$2.0B158last filed Q2 2026
ROFFMAN MILLER ASSOCIATES INC /PA/869367$2.0B90Q3 2026
BOK Financial Private Wealth, Inc.1317348$1.9B792last filed Q2 2026
Omni Partners US LLC1800081$1.9B244last filed Q3 2021
ATWOOD & PALMER INC1044929$1.9B496Q3 2026
MUFG SECURITIES AMERICAS INC.867626$1.9B506last filed Q2 2026
REBALANCE, LLC1811052$1.9B100Q3 2026
LAKEWOOD CAPITAL MANAGEMENT, LP1424381$1.9B63last filed Q2 2026
Segment Wealth Management, LLC1575581$1.9B314Q3 2026
Tao Capital Management LP1802967$1.9B6last filed Q2 2026
Progeny 3, Inc.1536006$1.9B29last filed Q2 2026
TT INTERNATIONAL1483532$1.9B60last filed Q3 2020
Sofinnova Investments, Inc.1631134$1.9B56last filed Q2 2026
Standard Investments LLC1539436$1.9B11last filed Q2 2026
Eversept Partners, LP1697013$1.9B119last filed Q2 2026
MOODY LYNN LIEBERSON & WALKER, LLC938592$1.9B265Q3 2026
Regal Investment Advisors LLC1559789$1.9B647last filed Q2 2026
KGH Ltd1549641$1.9B26last filed Q4 2024
Sourcerock Group LLC1822531$1.9B36last filed Q2 2026
Distillate Capital Partners LLC1741001$1.9B118last filed Q2 2026
MHR FUND MANAGEMENT LLC1277742$1.9B11last filed Q2 2026
FAS Wealth Partners, Inc.1596957$1.9B516last filed Q2 2026
GMT Capital Corp1106191$1.9B68last filed Q2 2026
China Universal Asset Management Co., Ltd.1906594$1.9B522Q3 2026
Hill Path Capital LP1676292$1.9B7last filed Q2 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/807985$1.9B47last filed Q2 2026
BOSTON ADVISORS LLC1062842$1.9B597last filed Q3 2019
PATTEN & PATTEN INC/TN1044905$1.9B353Q3 2026
Evensky & Katz LLC1357867$1.9B69Q3 2026
BROADWOOD CAPITAL INC1278387$1.9B6last filed Q2 2026
KINTRA WEALTH, LLC1904432$1.9B514last filed Q2 2026
Koshinski Asset Management, Inc.1633389$1.9B780Q3 2026
GUYASUTA INVESTMENT ADVISORS INC928568$1.9B270Q3 2026
Campbell & CO Investment Adviser LLC1353570$1.9B1,005last filed Q2 2026
DENDUR CAPITAL LP1782124$1.9B24last filed Q2 2026
PDT Partners, LLC1564702$1.9B489last filed Q2 2026
JANA Partners Management, LP1998597$1.9B10last filed Q2 2026
PRAXIS INVESTMENT MANAGEMENT INC1056825$1.9B853last filed Q2 2026
TRIGLAV INVESTMENTS, D.O.O.2056690$1.9B184last filed Q2 2026
Legacy Wealth Management, LLC1488921$1.9B34Q3 2026
GFS Advisors, LLC1427263$1.9B370last filed Q2 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC1056549$1.9B205last filed Q2 2026
CACTI ASSET MANAGEMENT LLC1452208$1.9B79Q3 2026
Foundry Partners, LLC1573913$1.9B259last filed Q1 2025
NEXT CENTURY GROWTH INVESTORS LLC1134007$1.9B113last filed Q2 2026
Jaffetilchin Investment Partners, LLC1404652$1.9B489last filed Q2 2026
CAS Investment Partners, LLC1697591$1.9B6last filed Q2 2026
OCCUDO QUANTITATIVE STRATEGIES LP1819697$1.9B748last filed Q2 2026
WOODMONT INVESTMENT COUNSEL LLC1133653$1.9B288Q3 2026
Sylebra Capital Ltd1627436$1.9B20last filed Q3 2023
Carroll Financial Associates, Inc.1567784$1.9B1,600last filed Q4 2021
First Interstate Bank1125727$1.9B197Q3 2026
Oasis Management Co Ltd.1317904$1.9B108last filed Q2 2026
GRANDFIELD & DODD, LLC1308016$1.9B216Q3 2026
Proem Advisors LLC1842526$1.9B40last filed Q2 2026
Robinhood Asset Management, LLC2067588$1.9B83last filed Q2 2026
MOGY JOEL R INVESTMENT COUNSEL INC1126735$1.9B128Q3 2026
Texas Capital Bank Wealth Management Services Inc1802655$1.9B349last filed Q2 2026
Trinity Street Asset Management LLP1592579$1.9B24Q3 2026
KEYSTONE INVESTORS PTE LTD1926253$1.9B84last filed Q2 2026
First Trust Direct Indexing L.P.1845469$1.9B979last filed Q3 2024
Credential Qtrade Securities Inc.2077908$1.9B379last filed Q1 2024

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