Institutional holdings (13F)

Quarterly Form 13F-HR reports from institutional managers, ranked by reported value. Positions, quarter-over-quarter changes, portfolio overlap, and multi-manager adding activity — descriptive throughout.

Data as of 2026-08-28

Reading 13F data:

45-day lag. Reports are due 45 days after quarter-end (positions as of 2026-06-30, filings due 2026-08-14) — every number here is weeks stale by the time it is public, and mid-window snapshots miss managers who haven't filed yet.
Long-only, US-listed 13(f) securities. No short positions, no international listings, no credit or cash — and option reporting is too partial to interpret. A "portfolio" here is the reportable slice, not the whole book.
Quarter-end snapshot. Positions are as of the report date, not today; anything bought and sold inside the quarter never appears at all.
Reporting thresholds. Only managers with >$100M in 13(f) securities file, and positions under 10,000 shares and $200,000 may be omitted — small managers and small positions are invisible.
Descriptive, not advice. "N managers added X" is a fact about filings. Holder-count rises are often index membership or style flow, not conviction (Lewellen 2011). Nothing here is investment advice.

Methodology

2026-Q2Quarter

50Managers tracked

$770.7BCombined reported value

1390Filings scanned

Positions as of 2026-06-30 · filings accepted 2026-07-01 → 2026-08-14 · snapshot generated 2026-07-18T18:04:05Z

Managers by reported value

#	Manager	Reported value	QoQ	Positions	New	Closed	Filed
1	Swedbank AB	$116.0B	+21.9%	696	44	32	2026-07-15
2	Assenagon Asset Management S.A.	$80.2B	+21.7%	1158	176	113	2026-07-08
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$59.8B	+21.8%	4137	700	157	2026-07-15
4	Ninety One UK Ltd	$44.7B	+3.7%	271	57	23	2026-07-16
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$20.6B	+4.9%	1759	160	156	2026-07-17
6	DAVENPORT & Co LLC	$20.4B	+10.7%	1356	116	62	2026-07-13
7	Sequoia Financial Advisors, LLC	$20.1B	+12.2%	2163	349	107	2026-07-17
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$19.9B	+10.0%	421	27	24	2026-07-17
9	ATWOOD & PALMER INC	$18.8B	+960.0%	495	27	63	2026-07-08
10	Czech National Bank	$18.3B	+20.5%	503	9	9	2026-07-08
11	Merit Financial Group, LLC	$16.4B	+21.7%	2360	355	110	2026-07-17
12	CONGRESS ASSET MANAGEMENT CO	$16.3B	+16.5%	376	32	73	2026-07-07
13	PineStone Asset Management Inc.	$16.2B	+13.8%	44	4	4	2026-07-13
14	WASATCH ADVISORS LP	$15.3B	+1.5%	219	25	19	2026-07-10
15	Cardano Risk Management B.V.	$13.0B	+27.0%	52	11	3	2026-07-09
16	Farther Finance Advisors, LLC	$12.8B	+20.9%	5986	439	210	2026-07-17
17	QRG CAPITAL MANAGEMENT, INC.	$12.1B	+24.8%	1213	116	41	2026-07-14
18	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$11.3B	+13.6%	208	30	44	2026-07-16
19	OFI INVEST ASSET MANAGEMENT	$10.0B	+32.5%	365	48	30	2026-07-17
20	Brookstone Capital Management	$10.0B	+14.1%	1308	180	76	2026-07-15
21	AEGON ASSET MANAGEMENT UK Plc	$9.4B	+24.2%	172	31	21	2026-07-13
22	Union Bancaire Privee, UBP SA	$9.2B	+27.3%	491	58	54	2026-07-16
23	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$9.0B	+11.3%	20	0	1	2026-07-09
24	River Road Asset Management, LLC	$9.0B	+1.9%	175	14	15	2026-07-17
25	YOUSIF CAPITAL MANAGEMENT, LLC	$8.9B	+4.9%	1665	62	255	2026-07-16
26	Sarasin & Partners LLP	$8.5B	+4.1%	94	10	4	2026-07-07
27	Ballentine Partners, LLC	$8.2B	+13.9%	1078	119	55	2026-07-17
28	Canoe Financial LP	$8.1B	+10.1%	110	5	7	2026-07-16
29	Crossmark Global Holdings, Inc.	$7.7B	+13.9%	1261	88	61	2026-07-16
30	SAPIENT CAPITAL LLC	$7.6B	+15.3%	396	41	88	2026-07-09
31	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$7.6B	+222.7%	253	43	12	2026-07-15
32	HM PAYSON & CO	$7.5B	+8.8%	1139	57	43	2026-07-17
33	Douglas Lane & Associates, LLC	$7.4B	+6.3%	250	16	7	2026-07-14
34	Gradient Investments LLC	$7.2B	+12.3%	448	60	32	2026-07-08
35	Simplify Asset Management Inc.	$7.2B	+10.3%	141	21	23	2026-07-16
36	Apella Capital, LLC	$7.1B	+5.1%	716	59	28	2026-07-08
37	Perpetual Ltd	$7.0B	+7.4%	419	40	45	2026-07-15
38	Boston Standard Wealth Management, LLC	$6.9B	+1028.5%	59	4	1	2026-07-06
39	Prospera Financial Services Inc	$6.9B	+10.9%	1468	138	87	2026-07-15
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$6.9B	+18.5%	1062	125	59	2026-07-15
41	FIRST CITIZENS BANK & TRUST CO	$6.7B	+40.8%	644	50	40	2026-07-13
42	EASTERN BANK	$6.5B	+12.1%	1038	128	161	2026-07-01
43	CONFLUENCE INVESTMENT MANAGEMENT LLC	$6.4B	-0.6%	290	29	22	2026-07-01
44	RFG Advisory, LLC	$6.4B	+17.6%	1126	166	77	2026-07-15
45	DIVERSIFIED TRUST CO	$6.2B	+15.7%	1115	169	103	2026-07-17
46	WEDGE CAPITAL MANAGEMENT L L P/NC	$6.1B	+11.9%	484	35	78	2026-07-10
47	Japan Post Holdings Co., Ltd.	$6.0B	+4.7%	1	0	0	2026-07-10
48	Annex Advisory Services, LLC	$5.9B	+9.8%	356	27	46	2026-07-10
49	COUNTRY TRUST BANK	$5.7B	+8.6%	628	91	35	2026-07-15
50	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$5.6B	+12.6%	669	64	41	2026-07-14

"—" in QoQ / New / Closed means no previous-quarter report was matched — no data, not "no change". Ranks cover managers that had filed for 2026-Q2 when this snapshot was generated (1390 filings scanned); managers filing closer to the 45-day deadline appear in the next refresh. AUM tiers: mega ≥ $50B, large $20–50B, mid < $20B reported value (not market-cap of holdings).