Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Heritage Wealth Advisors | $2,913,612,717 | 702 | $4,150,445 | June 30, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | $2,915,902,307 | 112 | $26,034,842 | June 30, 2026 |
| Bogart Wealth, LLC | $2,917,129,856 | 2,011 | $1,450,587 | June 30, 2026 |
| Intesa Sanpaolo S.p.A. | $2,921,518,499 | 237 | $12,327,082 | June 30, 2026 |
| Alpha Cubed Investments, LLC | $2,922,313,765 | 299 | $9,773,625 | Dec. 31, 2025 Stale |
| BRIDGES INVESTMENT MANAGEMENT INC | $2,926,780,961 | 401 | $7,298,706 | June 30, 2026 |
| READYSTATE ASSET MANAGEMENT LP | $2,928,208,410 | 905 | $3,235,589 | June 30, 2026 |
| Welch Group, LLC | $2,928,451,811 | 326 | $8,982,981 | June 30, 2026 |
| Caledonia (Private) Investments Pty Ltd | $2,929,421,086 | 17 | $172,318,887 | June 30, 2026 |
| Waratah Capital Advisors Ltd. | $2,941,254,362 | 142 | $20,713,059 | June 30, 2026 |
| Palestra Capital Management LLC | $2,949,370,243 | 21 | $140,446,202 | June 30, 2026 |
| Innovator Capital Management, LLC | $2,949,608,925 | 8 | $368,701,116 | June 30, 2026 |
| Focused Investors LLC | $2,962,405,258 | 23 | $128,800,229 | June 30, 2026 |
| Simplicity Wealth,LLC | $2,962,600,968 | 1,022 | $2,898,827 | June 30, 2026 |
| Azimuth Capital Investment Management LLC | $2,963,910,799 | 313 | $9,469,364 | June 30, 2026 |
| GLOBALT Investments LLC / GA | $2,965,151,926 | 213 | $13,920,901 | June 30, 2026 |
| Giverny Capital Inc. | $2,974,321,189 | 51 | $58,320,023 | June 30, 2026 |
| L1 Capital Pty Ltd | $2,974,961,210 | 24 | $123,956,717 | June 30, 2026 |
| Wharton Business Group, LLC | $2,990,792,461 | 142 | $21,061,919 | June 30, 2026 |
| Cornerstone Investment Partners, LLC | $2,991,590,553 | 312 | $9,588,431 | June 30, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | $2,996,246,772 | 119 | $25,178,544 | June 30, 2026 |
| Hosking Partners LLP | $3,008,231,980 | 98 | $30,696,245 | June 30, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | $3,013,688,282 | 138 | $21,838,321 | June 30, 2026 |
| Meiji Yasuda Life Insurance Co | $3,014,095,710 | 231 | $13,048,033 | June 30, 2026 |
| Nantahala Capital Management, LLC | $3,014,941,589 | 155 | $19,451,236 | June 30, 2026 |
| Lighthouse Investment Partners, LLC | $3,015,003,410 | 703 | $4,288,767 | June 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | $3,020,628,808 | 277 | $10,904,797 | June 30, 2026 |
| Empyrean Capital Partners, LP | $3,026,803,175 | 122 | $24,809,862 | June 30, 2026 |
| Scharf Investments, LLC | $3,027,414,440 | 79 | $38,321,702 | June 30, 2026 |
| BlueCrest Capital Management Ltd | $3,035,192,176 | 299 | $10,151,144 | June 30, 2026 |
| COOKSON PEIRCE & CO INC | $3,035,432,104 | 317 | $9,575,496 | June 30, 2026 |
| Cornerstone Advisors, LLC | $3,036,578,372 | 112 | $27,112,307 | June 30, 2026 |
| SUMMITRY LLC | $3,039,959,359 | 340 | $8,941,057 | June 30, 2026 |
| Modern Wealth Management, LLC | $3,040,661,289 | 1,109 | $2,741,805 | June 30, 2026 |
| SBI Okasan Asset Management Co.Ltd. | $3,041,538,887 | 320 | $9,504,809 | June 30, 2026 |
| Hirtle & Co., LLC | $3,042,169,079 | 128 | $23,766,946 | June 30, 2026 |
| Comprehensive Financial Management LLC | $3,046,884,292 | 39 | $78,125,238 | June 30, 2026 |
| DV Trading LLC | $3,049,008,852 | 514 | $5,931,924 | June 30, 2026 |
| Patient Capital Management, LLC | $3,050,483,973 | 40 | $76,262,099 | June 30, 2026 |
| SageView Advisory Group, LLC | $3,051,421,129 | 615 | $4,961,660 | June 30, 2026 |
| Sowell Financial Services LLC | $3,060,190,431 | 1,162 | $2,633,555 | June 30, 2026 |
| Belpointe Asset Management LLC | $3,060,516,627 | 1,121 | $2,730,166 | June 30, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | $3,064,225,320 | 150 | $20,428,169 | June 30, 2026 |
| Henshaw Capital LLC | $3,073,077,821 | 160 | $19,206,736 | June 30, 2026 |
| Dixon Mitchell Investment Counsel Inc. | $3,074,732,419 | 144 | $21,352,308 | June 30, 2026 |
| Smartleaf Asset Management LLC | $3,076,267,450 | 3,464 | $888,068 | June 30, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | $3,077,821,759 | 282 | $10,914,262 | June 30, 2026 |
| WINTON GROUP Ltd | $3,087,485,439 | 1,137 | $2,715,467 | June 30, 2026 |
| ZWJ INVESTMENT COUNSEL INC | $3,092,171,303 | 290 | $10,662,660 | June 30, 2026 |
| SurgoCap Partners LP | $3,093,472,161 | 13 | $237,959,397 | June 30, 2026 |
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