Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Davis Asset Management, L.P. | $3,948,828,268 | 85 | $46,456,803 | June 30, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | $3,956,209,192 | 124 | $31,904,913 | June 30, 2026 |
| Sigma Planning Corp | $3,972,583,720 | 1,404 | $2,829,476 | June 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | $3,976,300,334 | 1,008 | $3,944,742 | March 31, 2026 Previous quarter |
| Sterling Capital Management LLC | $3,986,014,890 | 3,289 | $1,211,923 | June 30, 2026 |
| Avantax Planning Partners, Inc. | $4,017,243,984 | 454 | $8,848,555 | June 30, 2026 |
| Homestead Advisers Corp | $4,023,681,139 | 124 | $32,449,041 | June 30, 2026 |
| Performance Wealth Partners, LLC | $4,026,486,521 | 235 | $17,133,985 | June 30, 2026 |
| Kentucky Retirement Systems | $4,028,259,271 | 505 | $7,976,751 | June 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | $4,033,548,133 | 1,244 | $3,242,402 | June 30, 2026 |
| PAR CAPITAL MANAGEMENT INC | $4,033,876,461 | 48 | $84,039,093 | June 30, 2026 |
| ASPIRIANT, LLC | $4,050,737,163 | 400 | $10,126,843 | June 30, 2026 |
| Robertson Stephens Wealth Management, LLC | $4,060,485,556 | 645 | $6,295,326 | June 30, 2026 |
| Glencore plc | $4,062,015,951 | 2 | $2,031,007,976 | June 30, 2026 |
| Advisory Alpha, LLC | $4,076,742,240 | 571 | $7,139,654 | June 30, 2026 |
| Plancorp, LLC | $4,098,090,866 | 425 | $9,642,567 | June 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | $4,098,282,752 | 810 | $5,059,608 | June 30, 2026 |
| TRIAN FUND MANAGEMENT, L.P. | $4,102,203,217 | 8 | $512,775,402 | June 30, 2026 |
| BOWEN HANES & CO INC | $4,106,441,528 | 151 | $27,194,977 | June 30, 2026 |
| Candlestick Capital Management LP | $4,122,462,876 | 55 | $74,953,870 | Sept. 30, 2025 Stale |
| JENSEN INVESTMENT MANAGEMENT INC | $4,125,081,649 | 83 | $49,699,779 | June 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | $4,127,243,949 | 1,760 | $2,345,025 | June 30, 2026 |
| JMG Financial Group, Ltd. | $4,139,560,581 | 137 | $30,215,771 | June 30, 2026 |
| Mitsui Sumitomo Insurance Co Ltd | $4,145,785,139 | 1 | $4,145,785,139 | June 30, 2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | $4,149,884,419 | 33 | $125,754,073 | June 30, 2026 |
| Chicago Capital, LLC | $4,153,120,743 | 361 | $11,504,490 | June 30, 2026 |
| ALLSTATE CORP | $4,153,165,260 | 1,338 | $3,104,010 | June 30, 2026 |
| TCG Crossover Management, LLC | $4,160,526,316 | 54 | $77,046,784 | June 30, 2026 |
| Gates Capital Management, Inc. | $4,160,692,772 | 35 | $118,876,936 | June 30, 2026 |
| CHILTON INVESTMENT CO INC. | $4,169,437,332 | 299 | $13,944,606 | June 30, 2026 |
| Crake Asset Management LLP | $4,179,222,179 | 23 | $181,705,312 | June 30, 2026 |
| Kinetic Partners Management, LP | $4,189,073,931 | 47 | $89,129,233 | June 30, 2026 |
| Cartenna Capital, LP | $4,200,553,760 | 49 | $85,725,587 | June 30, 2026 |
| GLENMEDE TRUST CO NA | $4,207,456,884 | 1,487 | $2,829,494 | June 30, 2026 |
| Kedalion Capital Management LLP | $4,209,411,480 | 3 | $1,403,137,160 | June 30, 2026 |
| Associated Banc-Corp | $4,211,290,128 | 381 | $11,053,255 | June 30, 2026 |
| WCG Wealth Advisors LLC | $4,218,764,031 | 555 | $7,601,377 | June 30, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | $4,222,292,371 | 828 | $5,099,387 | June 30, 2026 |
| Snowden Capital Advisors LLC | $4,232,675,162 | 1,333 | $3,175,300 | June 30, 2026 |
| Quotient Wealth Partners, LLC | $4,235,145,784 | 409 | $10,354,880 | June 30, 2026 |
| ALTAROCK PARTNERS LP | $4,239,761,490 | 8 | $529,970,186 | June 30, 2026 |
| EMERALD ADVISERS, LLC | $4,248,587,168 | 237 | $17,926,528 | June 30, 2026 |
| HARVARD MANAGEMENT CO INC | $4,263,102,872 | 19 | $224,373,835 | June 30, 2026 |
| MARSHFIELD ASSOCIATES | $4,264,844,791 | 17 | $250,873,223 | June 30, 2026 |
| Daiichi Life Insurance Co., Ltd. | $4,278,592,808 | 470 | $9,103,389 | June 30, 2026 |
| Vestal Point Capital, LP | $4,279,457,817 | 68 | $62,933,203 | June 30, 2026 |
| Hill City Capital, LP | $4,282,363,364 | 28 | $152,941,549 | June 30, 2026 |
| Destination Wealth Management | $4,282,759,483 | 344 | $12,449,882 | June 30, 2026 |
| Great Hill Capital LLC | $4,294,939,843 | 45 | $95,443,108 | June 30, 2026 |
| Northwest & Ethical Investments L.P. | $4,296,128,189 | 522 | $8,230,131 | June 30, 2026 |
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