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Largest reported 13F holdings

2026Q2 across all 13F filers. Method and universe.

The latest complete quarter is free. The $5 plan includes past quarters and CSV exports.

Resolved reported 13F value in dollars, including options and principal amounts. Flagged values stay out of the sum. This covers reported holdings, not all assets managed.

Computed 2026-10-11 16:21:19 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Dorsey & Whitney Trust CO LLC$2,052,588,9902,052,588,990
Ribbit Management Company, LLC$2,052,253,4962,052,253,496
SIGMA INVESTMENT COUNSELORS INC$2,051,875,0472,051,875,047
First Western Trust Bank$2,051,271,7912,051,271,791
Rock Springs Capital Management LP$2,048,808,1912,048,808,191
ABRAMS BISON INVESTMENTS, LLC$2,048,596,3322,048,596,332
Jacobi Capital Management LLC$2,044,497,7542,044,497,754
Evanson Financial, LLC$2,044,223,4312,044,223,431
Westchester Capital Management, LLC$2,042,969,9182,042,969,918
UNIVEST FINANCIAL Corp$2,037,113,7632,037,113,763
683 Capital Management, LLC$2,036,355,3542,036,355,354
Siemens Fonds Invest GmbH$2,036,134,1972,036,134,197
CenterBook Partners LP$2,035,401,0702,035,401,070
CERTUITY, LLC$2,029,340,8092,029,340,809
WATERS PARKERSON & CO., LLC$2,027,586,0212,027,586,021
BANK OF HAWAII$2,027,481,9602,027,481,960
Principle Wealth Partners LLC$2,025,364,0182,025,364,018
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$2,025,125,0892,025,125,089
Aprio Wealth Management, LLC$2,024,282,1492,024,282,149
Cambria Investment Management, L.P.$2,021,935,0282,021,935,028
WADDELL & ASSOCIATES, LLC$2,021,193,3252,021,193,325
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$2,020,856,8052,020,856,805
Hamilton Capital, LLC$2,019,690,0892,019,690,089
Trek Financial, LLC$2,014,774,7032,014,774,703
WealthPlan Investment Management, LLC$2,013,926,9112,013,926,911
Essex Financial Services, Inc.$2,007,757,4372,007,757,437
JFS WEALTH ADVISORS, LLC$2,005,946,7192,005,946,719
COURIER CAPITAL LLC$2,002,703,7942,002,703,794
Strategic Blueprint, LLC$2,002,220,8672,002,220,867
NWAM LLC$2,000,605,8102,000,605,810
Casdin Capital, LLC$1,997,798,9961,997,798,996
Knights of Columbus Asset Advisors LLC$1,995,727,3691,995,727,369
CACTI ASSET MANAGEMENT LLC$1,994,057,3661,994,057,366
Sepio Capital, LP$1,988,053,3221,988,053,322
BOUSSARD & GAVAUDAN GESTION SAS$1,986,893,7401,986,893,740
TOYOTA MOTOR CORP/$1,986,169,1751,986,169,175
PFG Advisors$1,983,997,5461,983,997,546
Signal Advisors Wealth, LLC$1,979,454,0991,979,454,099
Wesleyan Assurance Society$1,978,076,0001,978,076,000
CRAMER ROSENTHAL MCGLYNN LLC$1,976,513,5101,976,513,510
Cerity Partners OCIO LLC$1,975,814,9561,975,814,956
Polymer Capital Management (HK) LTD$1,975,143,8771,975,143,877
LGT CAPITAL PARTNERS LTD.$1,974,965,8571,974,965,857
OXFORD FINANCIAL GROUP, LTD. LLC$1,974,056,1541,974,056,154
SMITH CHAS P & ASSOCIATES PA CPAS$1,972,910,3541,972,910,354
Jordan Park Group LLC$1,972,097,4891,972,097,489
Aaron Wealth Advisors LLC$1,968,718,7751,968,718,775
F/m Investments LLC$1,968,333,5781,968,333,578
EASTERLY INVESTMENT PARTNERS LLC$1,965,306,7301,965,306,730
Symmetry Partners, LLC$1,961,323,9351,961,323,935
Berger Financial Group, Inc$1,958,513,9311,958,513,931
Prescott General Partners LLC$1,956,935,1921,956,935,192
Greenhouse Funds LLLP$1,956,754,9771,956,754,977
MEEDER ASSET MANAGEMENT INC$1,956,418,0181,956,418,018
SUN LIFE FINANCIAL INC$1,952,194,0001,952,194,000
Granite Investment Partners, LLC$1,951,995,8171,951,995,817
FOUNDERS FINANCIAL SECURITIES LLC$1,951,592,1801,951,592,180
Cormorant Asset Management, LP$1,951,406,0631,951,406,063
ADELL HARRIMAN & CARPENTER INC$1,951,401,3531,951,401,353
BOK Financial Private Wealth, Inc.$1,949,803,5161,949,803,516
MUFG SECURITIES AMERICAS INC.$1,947,464,1951,947,464,195
Trinity Street Asset Management LLP$1,941,846,3501,941,846,350
LAKEWOOD CAPITAL MANAGEMENT, LP$1,941,186,9131,941,186,913
McKinley Carter Wealth Services, Inc.$1,940,107,0371,940,107,037
Tao Capital Management LP$1,939,942,1201,939,942,120
Progeny 3, Inc.$1,938,092,1991,938,092,199
COMMUNITY TRUST & INVESTMENT CO$1,937,418,6441,937,418,644
Evensky & Katz LLC$1,936,263,0001,936,263,000
GUYASUTA INVESTMENT ADVISORS INC$1,935,527,3121,935,527,312
Sofinnova Investments, Inc.$1,934,262,1351,934,262,135
Standard Investments LLC$1,930,494,2141,930,494,214
Segment Wealth Management, LLC$1,927,810,5751,927,810,575
Eversept Partners, LP$1,927,640,0431,927,640,043
Regal Investment Advisors LLC$1,924,962,1841,924,962,184
Sourcerock Group LLC$1,923,201,5191,923,201,519
Distillate Capital Partners LLC$1,923,009,3391,923,009,339
MHR FUND MANAGEMENT LLC$1,919,354,3271,919,354,327
FAS Wealth Partners, Inc.$1,919,316,1151,919,316,115
GMT Capital Corp$1,919,082,0811,919,082,081
Hill Path Capital LP$1,917,411,8071,917,411,807
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$1,917,151,8851,917,151,885
First Interstate Bank$1,916,468,7081,916,468,708
BROADWOOD CAPITAL INC$1,913,155,0861,913,155,086
KINTRA WEALTH, LLC$1,912,833,7531,912,833,753
ROFFMAN MILLER ASSOCIATES INC /PA/$1,912,672,1231,912,672,123
Legacy Wealth Management, LLC$1,911,274,8761,911,274,876
REBALANCE, LLC$1,908,172,4021,908,172,402
Campbell & CO Investment Adviser LLC$1,908,065,6441,908,065,644
GRANDFIELD & DODD, LLC$1,907,822,1211,907,822,121
Verdence Capital Advisors LLC$1,904,997,7871,904,997,787
DENDUR CAPITAL LP$1,904,463,8761,904,463,876
Foster Victor Wealth Advisors, LLC$1,904,011,6311,904,011,631
PDT Partners, LLC$1,903,736,5381,903,736,538
JANA Partners Management, LP$1,902,301,4161,902,301,416
PRAXIS INVESTMENT MANAGEMENT INC$1,900,287,0001,900,287,000
TRIGLAV INVESTMENTS, D.O.O.$1,899,402,0241,899,402,024
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1,895,344,7241,895,344,724
MOODY LYNN LIEBERSON & WALKER, LLC$1,895,338,6531,895,338,653
Turtle Creek Wealth Advisors, LLC$1,894,322,4711,894,322,471
Kathmere Capital Management, LLC$1,890,488,6561,890,488,656