Institutional Investors

Institution Portfolio value Positions Avg position As of
HERSHEY TRUST CO $9,816,099,584 2 $4,908,049,792 June 30, 2026
WHITTIER TRUST CO $9,818,168,311 1,355 $7,245,881 June 30, 2026
Altimeter Capital Management, LP $9,829,676,383 20 $491,483,819 June 30, 2026
LONGVIEW ASSET MANAGEMENT, LLC $9,891,469,524 4 $2,472,867,381 June 30, 2026
Stratos Wealth Partners, LTD. $9,931,799,864 1,690 $5,876,805 June 30, 2026
NewEdge Wealth, LLC $9,935,332,929 1,232 $8,064,394 June 30, 2026
REGIONS FINANCIAL CORP $9,955,577,406 856 $11,630,347 June 30, 2026
Atria Investments, Inc $9,981,240,703 2,111 $4,728,205 June 30, 2026
Brookstone Capital Management $9,985,324,541 1,308 $7,634,040 June 30, 2026
Carlyle Group Inc. $10,000,861,951 19 $526,361,155 June 30, 2026
OFI INVEST ASSET MANAGEMENT $10,018,963,278 365 $27,449,214 June 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $10,075,861,456 967 $10,419,712 June 30, 2026
WINDACRE PARTNERSHIP LLC $10,114,756,543 11 $919,523,322 June 30, 2026
GATEWAY INVESTMENT ADVISERS LLC $10,129,128,681 779 $13,002,733 June 30, 2026
Cullen/Frost Bankers, Inc. $10,143,914,623 1,410 $7,194,266 June 30, 2026
Cullen Capital Management, LLC $10,167,805,420 208 $48,883,680 June 30, 2026
HBK INVESTMENTS L P $10,235,486,817 276 $37,085,097 June 30, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10,249,966,338 1,449 $7,073,821 June 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $10,272,880,710 565 $18,182,090 June 30, 2026
Durable Capital Partners LP $10,282,381,271 36 $285,621,702 June 30, 2026
GENERATION INVESTMENT MANAGEMENT LLP $10,289,660,825 28 $367,487,887 June 30, 2026
Orion Portfolio Solutions, LLC $10,296,322,714 2,010 $5,122,549 March 31, 2025 Stale
Blue Sparrow, LLC /DE $10,309,580,356 126 $81,822,066 June 30, 2026
Prime Capital Investment Advisors, LLC $10,314,467,390 1,087 $9,488,930 June 30, 2026
Congress Wealth Management LLC / DE / $10,320,384,907 1,179 $8,753,507 June 30, 2025 Stale
Egerton Capital (UK) LLP $10,351,358,177 23 $450,059,051 June 30, 2026
NOMURA ASSET MANAGEMENT CO LTD $10,390,035,962 1,407 $7,384,532 June 30, 2026
THORNBURG INVESTMENT MANAGEMENT INC $10,454,039,027 139 $75,208,914 June 30, 2026
Alphadyne Asset Management LP $10,459,965,095 857 $12,205,327 June 30, 2026
Utah Retirement Systems $10,513,744,625 1,027 $10,237,337 June 30, 2026
SCS Capital Management LLC $10,585,998,438 485 $21,826,801 June 30, 2026
Clearstead Advisors, LLC $10,594,437,911 3,662 $2,893,074 June 30, 2026
Burgundy Asset Management Ltd. $10,599,777,650 109 $97,245,667 Sept. 30, 2025 Stale
Harding Loevner LP $10,635,583,518 82 $129,702,238 June 30, 2026
FACTORY MUTUAL INSURANCE CO $10,638,339,113 205 $51,894,337 June 30, 2026
BENJAMIN EDWARDS INC $10,696,914,656 1,425 $7,506,607 June 30, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC $10,728,145,572 300 $35,760,485 June 30, 2026
SRS Investment Management, LLC $10,814,129,048 33 $327,700,880 June 30, 2026
RK Capital Management, LLC/FL $10,827,086,204 35 $309,345,320 June 30, 2026
AGF MANAGEMENT LTD $10,861,326,920 656 $16,556,901 June 30, 2026
MAIRS & POWER INC $10,899,987,528 254 $42,913,337 June 30, 2026
Rubric Capital Management LP $10,900,839,423 87 $125,297,005 June 30, 2026
W1M Asset Management Ltd $10,912,093,025 203 $53,754,153 June 30, 2026
FEDERATED HERMES, INC. $11,078,666,410 2,038 $5,436,048 June 30, 2026
Avoro Capital Advisors LLC $11,136,250,185 26 $428,317,315 June 30, 2026
GAMCO INVESTORS, INC. ET AL $11,145,091,361 938 $11,881,761 June 30, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC $11,195,311,877 80 $139,941,398 June 30, 2026
Artemis Investment Management LLP $11,233,482,232 213 $52,739,353 June 30, 2026
MAVERICK CAPITAL LTD $11,320,923,736 179 $63,245,384 June 30, 2026
Capital Wealth Planning, LLC $11,358,203,661 154 $73,754,569 June 30, 2026
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