Institutional Investors

Institution Portfolio value Positions Avg position As of
Flat Footed LLC $1,307,275,206 43 $30,401,749 June 30, 2026
Journey Advisory Group, LLC $1,308,480,147 282 $4,640,001 June 30, 2026
Parker Investment Management, LLC $1,310,334,719 43 $30,472,900 June 30, 2026
ADVANCED MICRO DEVICES INC $1,311,750,821 6 $218,625,137 June 30, 2026
Sone Capital Management, LLC $1,312,750,136 108 $12,155,094 June 30, 2026
FIRST FINANCIAL BANK - TRUST DIVISION $1,313,755,315 208 $6,316,131 June 30, 2026
Radcliffe Capital Management, L.P. $1,315,320,552 450 $2,922,935 June 30, 2026
Insight Holdings Group, LLC $1,315,744,493 30 $43,858,150 June 30, 2026
Leith Wheeler Investment Counsel Ltd. $1,316,163,080 85 $15,484,272 June 30, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC $1,317,885,683 245 $5,379,125 June 30, 2026
Stonebridge Financial Group, LLC $1,318,335,875 275 $4,793,949 June 30, 2026
PINNACLE FINANCIAL PARTNERS INC $1,318,397,714 459 $2,872,326 Sept. 30, 2025 Stale
INTRUST BANK NA $1,318,708,086 416 $3,169,971 June 30, 2026
Tweedy, Browne Co LLC $1,319,974,933 91 $14,505,219 June 30, 2026
WINDWARD CAPITAL MANAGEMENT CO /CA $1,320,620,198 73 $18,090,688 June 30, 2026
JNBA Financial Advisors $1,321,033,432 830 $1,591,607 June 30, 2026
CADIAN CAPITAL MANAGEMENT, LP $1,321,381,479 28 $47,192,196 June 30, 2026
CULLINAN ASSOCIATES INC $1,323,173,092 204 $6,486,143 June 30, 2026
MEANS INVESTMENT CO., INC. $1,324,201,207 209 $6,335,891 June 30, 2026
Mantle Ridge LP $1,325,552,077 1 $1,325,552,077 March 31, 2026 Previous quarter
Callahan Advisors, LLC $1,326,109,550 181 $7,326,572 June 30, 2026
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV $1,327,225,163 21 $63,201,198 Dec. 31, 2024 Stale
Boxer Capital Management, LLC $1,327,787,255 63 $21,075,988 June 30, 2026
GERMAN AMERICAN BANCORP, INC. $1,328,362,376 156 $8,515,143 June 30, 2026
Baader Bank Aktiengesellschaft $1,328,783,456 415 $3,201,888 June 30, 2026
Ovata Capital Management Ltd $1,332,409,062 43 $30,986,257 June 30, 2026
Graticule Asia Macro Advisors LLC $1,333,420,683 208 $6,410,676 June 30, 2026
CONDOR CAPITAL MANAGEMENT $1,333,788,947 173 $7,709,763 June 30, 2026
Greenbrier Partners Capital Management, LLC $1,334,818,578 11 $121,347,143 June 30, 2026
Chesley Taft & Associates LLC $1,337,450,515 369 $3,624,527 June 30, 2026
EDGAR LOMAX CO/VA $1,337,881,128 58 $23,066,916 June 30, 2026
BloombergSen Inc. $1,339,963,377 31 $43,224,625 June 30, 2026
Central Securities Corp $1,340,783,987 29 $46,233,931 June 30, 2026
Tortoise Investment Management, LLC $1,342,083,613 255 $5,263,073 June 30, 2026
Applied Finance Capital Management, LLC $1,343,088,273 218 $6,160,955 June 30, 2026
ALTA CAPITAL MANAGEMENT LLC/ $1,343,666,509 109 $12,327,216 June 30, 2026
CROSSLINK CAPITAL INC $1,344,015,727 22 $61,091,624 June 30, 2026
Austin Private Wealth, LLC $1,345,693,322 298 $4,515,749 Dec. 31, 2025 Stale
Limestone Investment Advisors LP $1,346,494,202 558 $2,413,072 June 30, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC $1,347,500,560 99 $13,611,117 June 30, 2026
Heck Capital Advisors, LLC $1,348,154,439 202 $6,674,032 March 31, 2026 Previous quarter
McIlrath & Eck, LLC $1,349,175,726 1,642 $821,666 March 31, 2026 Previous quarter
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1,351,204,304 144 $9,383,363 June 30, 2026
Optimus Prime Fund Management Co., Ltd. $1,351,348,237 26 $51,974,932 June 30, 2026
NewSquare Capital LLC $1,352,002,528 236 $5,728,824 June 30, 2026
Callan Capital, LLC $1,352,173,355 369 $3,664,426 March 31, 2025 Stale
RWWM, INC. $1,353,388,287 40 $33,834,707 June 30, 2026
Galvin, Gaustad & Stein, LLC $1,355,217,678 262 $5,172,587 June 30, 2026
BSN CAPITAL PARTNERS Ltd $1,355,543,216 26 $52,136,278 June 30, 2026
Hel Ved Capital Management Ltd $1,355,681,012 72 $18,828,903 June 30, 2026
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