Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Advance Capital Management, Inc. | $3,093,749,206 | 197 | $15,704,311 | June 30, 2026 |
| Alphinity Investment Management Pty Ltd | $3,111,409,779 | 27 | $115,237,399 | June 30, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | $3,112,636,793 | 444 | $7,010,443 | June 30, 2026 |
| Valley Forge Capital Management, LP | $3,116,388,059 | 7 | $445,198,294 | June 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $3,116,869,004 | 340 | $9,167,262 | June 30, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $3,117,933,182 | 44 | $70,862,118 | June 30, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $3,119,290,941 | 16 | $194,955,684 | June 30, 2026 |
| AlTi Global, Inc. | $3,124,308,312 | 505 | $6,186,749 | June 30, 2026 |
| HENNESSY ADVISORS INC | $3,128,618,298 | 325 | $9,626,518 | June 30, 2026 |
| Argent Trust Co | $3,131,110,784 | 769 | $4,071,666 | June 30, 2026 |
| EULAV Asset Management | $3,132,283,457 | 152 | $20,607,128 | June 30, 2026 |
| Hyperion Asset Management Ltd | $3,137,642,601 | 18 | $174,313,478 | March 31, 2026 Previous quarter |
| Lombard Odier Asset Management (Switzerland) SA | $3,143,439,795 | 453 | $6,939,161 | June 30, 2026 |
| Blue Whale Capital LLP | $3,151,355,143 | 27 | $116,716,857 | June 30, 2026 |
| SPROTT INC. | $3,154,393,219 | 268 | $11,770,124 | June 30, 2026 |
| Pacific Heights Asset Management LLC | $3,158,133,000 | 77 | $41,014,714 | June 30, 2026 |
| Fidelity National Financial, Inc. | $3,161,660,910 | 30 | $105,388,697 | June 30, 2026 |
| Gladstone Institutional Advisory LLC | $3,162,894,032 | 892 | $3,545,845 | June 30, 2026 |
| Covea Finance | $3,165,121,982 | 153 | $20,687,072 | June 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | $3,165,826,350 | 547 | $5,787,617 | Dec. 31, 2025 Stale |
| ARGENT CAPITAL MANAGEMENT LLC | $3,166,298,490 | 168 | $18,847,015 | June 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | $3,166,709,920 | 592 | $5,349,172 | June 30, 2026 |
| B. Metzler seel. Sohn & Co. AG | $3,169,913,863 | 709 | $4,470,965 | June 30, 2026 |
| CAXTON ASSOCIATES LP | $3,175,966,262 | 477 | $6,658,210 | Dec. 31, 2024 Stale |
| GeoWealth Management, LLC | $3,178,187,755 | 882 | $3,603,387 | June 30, 2026 |
| Trivest Advisors Ltd | $3,181,046,146 | 15 | $212,069,743 | June 30, 2026 |
| Constellation Investments, Inc. | $3,184,331,796 | 19 | $167,596,410 | June 30, 2026 |
| FineMark National Bank & Trust | $3,186,590,403 | 452 | $7,049,979 | Dec. 31, 2025 Stale |
| GREAT LAKES ADVISORS, LLC | $3,187,940,847 | 825 | $3,864,171 | June 30, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | $3,188,796,961 | 62 | $51,432,209 | June 30, 2026 |
| Nan Shan Life Insurance Co., Ltd. | $3,191,822,185 | 82 | $38,924,661 | June 30, 2026 |
| Members Trust Co | $3,195,589,440 | 170 | $18,797,585 | June 30, 2026 |
| Evercore Wealth Management, LLC | $3,197,437,521 | 433 | $7,384,382 | June 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | $3,197,728,386 | 858 | $3,726,956 | June 30, 2026 |
| Skopos Labs, Inc. | $3,200,643,530 | 1,827 | $1,751,857 | March 31, 2026 Previous quarter |
| ELEMENT CAPITAL MANAGEMENT LLC | $3,202,147,220 | 72 | $44,474,267 | June 30, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | $3,227,848,185 | 632 | $5,107,355 | June 30, 2026 |
| Focus Financial Network, Inc. | $3,230,634,745 | 764 | $4,228,580 | June 30, 2026 |
| Fulton Bank, N.A. | $3,243,565,599 | 694 | $4,673,726 | June 30, 2026 |
| Meridian Wealth Management, LLC | $3,244,532,260 | 830 | $3,909,075 | June 30, 2026 |
| Nishkama Capital, LLC | $3,245,443,937 | 61 | $53,203,999 | June 30, 2026 |
| Sound Shore Management Inc /CT/ | $3,247,774,172 | 40 | $81,194,354 | June 30, 2026 |
| Pallas Capital Advisors LLC | $3,249,366,390 | 1,034 | $3,142,521 | June 30, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | $3,250,435,606 | 230 | $14,132,329 | June 30, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | $3,263,801,036 | 84 | $38,854,774 | June 30, 2026 |
| CWA Asset Management Group, LLC | $3,271,921,232 | 720 | $4,544,335 | June 30, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $3,273,313,630 | 103 | $31,779,744 | June 30, 2026 |
| Corvex Management LP | $3,274,441,524 | 25 | $130,977,661 | June 30, 2026 |
| Spire Wealth Management | $3,275,455,419 | 2,226 | $1,471,453 | June 30, 2026 |
| Vulcan Value Partners, LLC | $3,285,170,410 | 36 | $91,254,734 | June 30, 2026 |
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