Largest reported 13F portfolios 2026
This list uses 2026Q2, the latest complete quarter available for 2026. It covers all 13F filers with a resolved reported value, ordered from highest to lowest.
Reported 13F holdings include options and principal amounts. Flagged values stay out of the sum. A filing covers certain securities, so this value does not measure all assets a manager oversees. Filers include banks, advisers and other institutions as well as hedge funds.
Ranking method and universe · Data coverage · Latest complete quarter
Computed 2026-10-14 16:06:23 UTC. Equal values are ordered by SEC CIK.
| Filer | Reported 13F value | Score |
|---|---|---|
| Dorsey & Whitney Trust CO LLC | $2,052,588,990 | 2,052,588,990 |
| Ribbit Management Company, LLC | $2,052,253,496 | 2,052,253,496 |
| SIGMA INVESTMENT COUNSELORS INC | $2,051,875,047 | 2,051,875,047 |
| First Western Trust Bank | $2,051,271,791 | 2,051,271,791 |
| Rock Springs Capital Management LP | $2,048,808,191 | 2,048,808,191 |
| ABRAMS BISON INVESTMENTS, LLC | $2,048,596,332 | 2,048,596,332 |
| Jacobi Capital Management LLC | $2,044,497,754 | 2,044,497,754 |
| Evanson Financial, LLC | $2,044,223,431 | 2,044,223,431 |
| Westchester Capital Management, LLC | $2,042,969,918 | 2,042,969,918 |
| UNIVEST FINANCIAL Corp | $2,037,113,763 | 2,037,113,763 |
| 683 Capital Management, LLC | $2,036,355,354 | 2,036,355,354 |
| Siemens Fonds Invest GmbH | $2,036,134,197 | 2,036,134,197 |
| CenterBook Partners LP | $2,035,401,070 | 2,035,401,070 |
| CERTUITY, LLC | $2,029,340,809 | 2,029,340,809 |
| WATERS PARKERSON & CO., LLC | $2,027,586,021 | 2,027,586,021 |
| BANK OF HAWAII | $2,027,481,960 | 2,027,481,960 |
| Principle Wealth Partners LLC | $2,025,364,018 | 2,025,364,018 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2,025,125,089 | 2,025,125,089 |
| Aprio Wealth Management, LLC | $2,024,282,149 | 2,024,282,149 |
| Cambria Investment Management, L.P. | $2,021,935,028 | 2,021,935,028 |
| WADDELL & ASSOCIATES, LLC | $2,021,193,325 | 2,021,193,325 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2,020,856,805 | 2,020,856,805 |
| Hamilton Capital, LLC | $2,019,690,089 | 2,019,690,089 |
| Trek Financial, LLC | $2,014,774,703 | 2,014,774,703 |
| WealthPlan Investment Management, LLC | $2,013,926,911 | 2,013,926,911 |
| Essex Financial Services, Inc. | $2,007,757,437 | 2,007,757,437 |
| JFS WEALTH ADVISORS, LLC | $2,005,946,719 | 2,005,946,719 |
| COURIER CAPITAL LLC | $2,002,703,794 | 2,002,703,794 |
| Strategic Blueprint, LLC | $2,002,220,867 | 2,002,220,867 |
| NWAM LLC | $2,000,605,810 | 2,000,605,810 |
| Casdin Capital, LLC | $1,997,798,996 | 1,997,798,996 |
| Knights of Columbus Asset Advisors LLC | $1,995,727,369 | 1,995,727,369 |
| CACTI ASSET MANAGEMENT LLC | $1,994,057,366 | 1,994,057,366 |
| Sepio Capital, LP | $1,988,053,322 | 1,988,053,322 |
| BOUSSARD & GAVAUDAN GESTION SAS | $1,986,893,740 | 1,986,893,740 |
| TOYOTA MOTOR CORP/ | $1,986,169,175 | 1,986,169,175 |
| PFG Advisors | $1,983,997,546 | 1,983,997,546 |
| Signal Advisors Wealth, LLC | $1,979,454,099 | 1,979,454,099 |
| Wesleyan Assurance Society | $1,978,076,000 | 1,978,076,000 |
| CRAMER ROSENTHAL MCGLYNN LLC | $1,976,513,510 | 1,976,513,510 |
| Cerity Partners OCIO LLC | $1,975,814,956 | 1,975,814,956 |
| Polymer Capital Management (HK) LTD | $1,975,143,877 | 1,975,143,877 |
| LGT CAPITAL PARTNERS LTD. | $1,974,965,857 | 1,974,965,857 |
| OXFORD FINANCIAL GROUP, LTD. LLC | $1,974,056,154 | 1,974,056,154 |
| SMITH CHAS P & ASSOCIATES PA CPAS | $1,972,910,354 | 1,972,910,354 |
| Jordan Park Group LLC | $1,972,097,489 | 1,972,097,489 |
| Aaron Wealth Advisors LLC | $1,968,718,775 | 1,968,718,775 |
| F/m Investments LLC | $1,968,333,578 | 1,968,333,578 |
| EASTERLY INVESTMENT PARTNERS LLC | $1,965,306,730 | 1,965,306,730 |
| Symmetry Partners, LLC | $1,961,323,935 | 1,961,323,935 |
| Berger Financial Group, Inc | $1,958,513,931 | 1,958,513,931 |
| Prescott General Partners LLC | $1,956,935,192 | 1,956,935,192 |
| Greenhouse Funds LLLP | $1,956,754,977 | 1,956,754,977 |
| MEEDER ASSET MANAGEMENT INC | $1,956,418,018 | 1,956,418,018 |
| SUN LIFE FINANCIAL INC | $1,952,194,000 | 1,952,194,000 |
| Granite Investment Partners, LLC | $1,951,995,817 | 1,951,995,817 |
| FOUNDERS FINANCIAL SECURITIES LLC | $1,951,592,180 | 1,951,592,180 |
| Cormorant Asset Management, LP | $1,951,406,063 | 1,951,406,063 |
| ADELL HARRIMAN & CARPENTER INC | $1,951,401,353 | 1,951,401,353 |
| BOK Financial Private Wealth, Inc. | $1,949,803,516 | 1,949,803,516 |
| MUFG SECURITIES AMERICAS INC. | $1,947,464,195 | 1,947,464,195 |
| Trinity Street Asset Management LLP | $1,941,846,350 | 1,941,846,350 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $1,941,186,913 | 1,941,186,913 |
| McKinley Carter Wealth Services, Inc. | $1,940,107,037 | 1,940,107,037 |
| Tao Capital Management LP | $1,939,942,120 | 1,939,942,120 |
| Progeny 3, Inc. | $1,938,092,199 | 1,938,092,199 |
| COMMUNITY TRUST & INVESTMENT CO | $1,937,418,644 | 1,937,418,644 |
| Evensky & Katz LLC | $1,936,263,000 | 1,936,263,000 |
| GUYASUTA INVESTMENT ADVISORS INC | $1,935,527,312 | 1,935,527,312 |
| Sofinnova Investments, Inc. | $1,934,262,135 | 1,934,262,135 |
| Standard Investments LLC | $1,930,494,214 | 1,930,494,214 |
| Segment Wealth Management, LLC | $1,927,810,575 | 1,927,810,575 |
| Eversept Partners, LP | $1,927,640,043 | 1,927,640,043 |
| Regal Investment Advisors LLC | $1,924,962,184 | 1,924,962,184 |
| Sourcerock Group LLC | $1,923,201,519 | 1,923,201,519 |
| Distillate Capital Partners LLC | $1,923,009,339 | 1,923,009,339 |
| MHR FUND MANAGEMENT LLC | $1,919,354,327 | 1,919,354,327 |
| FAS Wealth Partners, Inc. | $1,919,316,115 | 1,919,316,115 |
| GMT Capital Corp | $1,919,082,081 | 1,919,082,081 |
| Hill Path Capital LP | $1,917,411,807 | 1,917,411,807 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $1,917,151,885 | 1,917,151,885 |
| First Interstate Bank | $1,916,468,708 | 1,916,468,708 |
| BROADWOOD CAPITAL INC | $1,913,155,086 | 1,913,155,086 |
| KINTRA WEALTH, LLC | $1,912,833,753 | 1,912,833,753 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $1,912,672,123 | 1,912,672,123 |
| Legacy Wealth Management, LLC | $1,911,274,876 | 1,911,274,876 |
| REBALANCE, LLC | $1,908,172,402 | 1,908,172,402 |
| Campbell & CO Investment Adviser LLC | $1,908,065,644 | 1,908,065,644 |
| GRANDFIELD & DODD, LLC | $1,907,822,121 | 1,907,822,121 |
| Verdence Capital Advisors LLC | $1,904,997,787 | 1,904,997,787 |
| DENDUR CAPITAL LP | $1,904,463,876 | 1,904,463,876 |
| Foster Victor Wealth Advisors, LLC | $1,904,011,631 | 1,904,011,631 |
| PDT Partners, LLC | $1,903,736,538 | 1,903,736,538 |
| JANA Partners Management, LP | $1,902,301,416 | 1,902,301,416 |
| PRAXIS INVESTMENT MANAGEMENT INC | $1,900,287,000 | 1,900,287,000 |
| TRIGLAV INVESTMENTS, D.O.O. | $1,899,402,024 | 1,899,402,024 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1,895,344,724 | 1,895,344,724 |
| MOODY LYNN LIEBERSON & WALKER, LLC | $1,895,338,653 | 1,895,338,653 |
| Turtle Creek Wealth Advisors, LLC | $1,894,322,471 | 1,894,322,471 |
| Kathmere Capital Management, LLC | $1,890,488,656 | 1,890,488,656 |