Institutional Investors

Institution Portfolio value Positions Avg position As of
NorthCrest Asset Manangement, LLC $3,894,020,783 931 $4,182,622 June 30, 2026
Champlain Investment Partners, LLC $3,891,848,985 129 $30,169,372 June 30, 2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC $3,887,213,175 433 $8,977,398 June 30, 2026
BANK OF KOREA $3,886,312,588 4 $971,578,147 June 30, 2026
SummitTX Capital, L.P. $3,885,367,730 762 $5,098,908 June 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC $3,881,285,704 1,219 $3,183,992 June 30, 2026
Interval Partners, LP $3,878,128,189 298 $13,013,853 June 30, 2026
GUARDIAN CAPITAL LP $3,872,658,506 174 $22,256,658 June 30, 2026
J. Goldman & Co LP $3,871,560,713 684 $5,660,176 June 30, 2026
MassMutual Private Wealth & Trust, FSB $3,869,792,081 2,426 $1,595,133 June 30, 2026
SteelPeak Wealth, LLC $3,862,768,508 643 $6,007,416 June 30, 2026
Freestone Capital Holdings, LLC $3,857,113,072 626 $6,161,522 June 30, 2026
NZS Capital, LLC $3,855,480,459 61 $63,204,598 June 30, 2026
Glenmede Investment Management, LP $3,854,008,170 1,410 $2,733,339 Sept. 30, 2025 Stale
Dana Investment Advisors, Inc. $3,842,513,220 572 $6,717,680 June 30, 2026
Markel Group Inc. $3,831,947,380 130 $29,476,518 June 30, 2026
MARSICO CAPITAL MANAGEMENT LLC $3,831,661,414 69 $55,531,325 June 30, 2026
Thrive Capital Management, LLC $3,809,888,970 5 $761,977,794 June 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC $3,806,659,018 1,535 $2,479,908 June 30, 2026
Avior Wealth Management, LLC $3,803,672,585 787 $4,833,129 June 30, 2026
XN LP $3,799,416,410 27 $140,719,126 June 30, 2026
PRIVATE MANAGEMENT GROUP INC $3,796,918,583 320 $11,865,371 June 30, 2026
Larson Financial Group LLC $3,792,317,948 3,771 $1,005,653 June 30, 2026
Michael & Susan Dell Foundation $3,792,001,723 7 $541,714,532 June 30, 2026
E. Ohman J:or Asset Management AB $3,784,380,655 477 $7,933,712 March 31, 2026 Previous quarter
EDMOND DE ROTHSCHILD HOLDING S.A. $3,777,568,448 605 $6,243,915 June 30, 2026
SigFig Wealth Management, LLC $3,772,540,439 142 $26,567,186 June 30, 2026
MILLER HOWARD INVESTMENTS INC /NY $3,768,918,355 152 $24,795,515 June 30, 2026
Foster Group, Inc. $3,762,674,452 318 $11,832,310 June 30, 2026
Darwin Global Management, Ltd. $3,760,253,505 5 $752,050,701 June 30, 2026
Gerber Kawasaki Wealth & Investment Management $3,745,164,292 366 $10,232,689 June 30, 2026
Bragg Financial Advisors, Inc $3,736,846,779 363 $10,294,344 June 30, 2026
AXA Investment Managers S.A. $3,731,905,498 1,170 $3,189,663 Sept. 30, 2025 Stale
Foxhaven Asset Management, LP $3,730,265,358 16 $233,141,585 June 30, 2026
Copeland Capital Management, LLC $3,727,686,073 265 $14,066,740 June 30, 2026
Navera Investment Management Ltd. $3,727,432,771 56 $66,561,299 June 30, 2026
Systematic Alpha Investments, LLC $3,723,009,143 233 $15,978,580 June 30, 2026
BECKER CAPITAL MANAGEMENT INC $3,719,858,676 303 $12,276,761 June 30, 2026
CARY STREET PARTNERS FINANCIAL LLC $3,719,622,139 1,085 $3,428,223 June 30, 2026
MUFG SECURITIES (CANADA), LTD. $3,709,911,415 43 $86,277,010 June 30, 2026
CASTLEARK MANAGEMENT LLC $3,709,338,225 309 $12,004,331 June 30, 2026
Fund Evaluation Group, LLC $3,703,319,517 80 $46,291,494 June 30, 2026
Himalaya Capital Management LLC $3,702,921,099 8 $462,865,137 June 30, 2026
KELLOGG W K FOUNDATION TRUST $3,698,891,865 1 $3,698,891,865 Sept. 30, 2025 Stale
Cevian Capital II GP LTD $3,697,388,724 3 $1,232,462,908 June 30, 2026
MKP Capital Management, L.L.C. $3,697,005,038 24 $154,041,877 June 30, 2026
Itau Unibanco Holding S.A. $3,695,740,366 400 $9,239,351 June 30, 2026
Evelyn Partners Investment Management LLP $3,680,092,617 410 $8,975,836 March 31, 2026 Previous quarter
Addenda Capital Inc. $3,678,692,861 128 $28,739,788 June 30, 2026
QUADRANT CAPITAL GROUP LLC $3,648,530,609 1,243 $2,935,262 June 30, 2026
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