Institutional Investors

Institution Portfolio value Positions Avg position As of
CAMDEN ASSET MANAGEMENT L P /CA $3,433,826,335 73 $47,038,717 June 30, 2026
VestGen Advisors, LLC $3,429,335,954 1,091 $3,143,296 June 30, 2026
Zhang Financial LLC $3,424,430,780 392 $8,735,793 June 30, 2026
Senvest Management, LLC $3,409,633,050 55 $61,993,328 June 30, 2026
JOURNEY STRATEGIC WEALTH LLC $3,405,468,678 821 $4,147,952 March 31, 2026 Previous quarter
Perpetual Ltd $3,399,822,223 419 $8,114,134 June 30, 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC $3,399,366,557 11 $309,033,323 June 30, 2026
OPPENHEIMER ASSET MANAGEMENT INC. $3,395,576,341 1,134 $2,994,335 June 30, 2026
CoreCap Advisors, LLC $3,391,556,507 3,172 $1,069,217 June 30, 2026
Electrum Group LLC $3,385,542,486 10 $338,554,249 June 30, 2026
Swan Global Investments, LLC $3,384,975,586 103 $32,863,841 June 30, 2026
Krilogy Financial LLC $3,382,080,645 1,071 $3,157,872 June 30, 2026
BIT Capital GmbH $3,375,338,406 97 $34,797,303 June 30, 2026
Militia Capital Management LLC $3,370,925,089 278 $12,125,630 June 30, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC $3,369,142,431 449 $7,503,658 June 30, 2026
Edgestream Partners, L.P. $3,367,470,715 936 $3,597,725 June 30, 2026
KCM INVESTMENT ADVISORS LLC $3,367,225,168 400 $8,418,063 June 30, 2026
MASTERS CAPITAL MANAGEMENT LLC $3,360,674,952 80 $42,008,437 June 30, 2026
Elequin Capital, LP $3,357,152,100 693 $4,844,375 June 30, 2026
Helikon Investments Ltd $3,347,488,196 18 $185,971,566 June 30, 2026
Yarbrough Capital, LLC $3,342,107,375 88 $37,978,493 June 30, 2026
CONNING INC. $3,338,145,077 327 $10,208,395 June 30, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. $3,331,499,674 446 $7,469,730 June 30, 2026
Sand Hill Global Advisors, LLC $3,321,438,480 214 $15,520,741 June 30, 2026
ACR Alpine Capital Research, LLC $3,317,107,232 38 $87,292,296 June 30, 2026
Calamos Wealth Management LLC $3,312,596,225 463 $7,154,635 June 30, 2026
BOSTON FINANCIAL MANGEMENT LLC $3,311,202,516 337 $9,825,527 Dec. 31, 2024 Stale
AMG National Trust Bank $3,310,958,374 444 $7,457,113 June 30, 2026
BCV Asset Management Inc. $3,310,553,570 116 $28,539,255 June 30, 2026
TODD ASSET MANAGEMENT LLC $3,309,984,866 182 $18,186,730 June 30, 2026
ATLAS Infrastructure Partners (UK) Ltd. $3,298,352,882 11 $299,850,262 June 30, 2026
Venrock Adviser, LLC $3,298,051,614 33 $99,940,958 June 30, 2026
Prana Capital Management, LP $3,296,444,275 122 $27,020,035 June 30, 2026
Oribel Capital Management, LP $3,294,316,897 143 $23,037,181 June 30, 2026
Vulcan Value Partners, LLC $3,285,170,410 36 $91,254,734 June 30, 2026
Spire Wealth Management $3,275,455,419 2,226 $1,471,453 June 30, 2026
Corvex Management LP $3,274,441,524 25 $130,977,661 June 30, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. $3,273,313,630 103 $31,779,744 June 30, 2026
CWA Asset Management Group, LLC $3,271,921,232 720 $4,544,335 June 30, 2026
STEADFAST CAPITAL MANAGEMENT LP $3,263,801,036 84 $38,854,774 June 30, 2026
TRILLIUM ASSET MANAGEMENT, LLC $3,250,435,606 230 $14,132,329 June 30, 2026
Pallas Capital Advisors LLC $3,249,366,390 1,034 $3,142,521 June 30, 2026
Sound Shore Management Inc /CT/ $3,247,774,172 40 $81,194,354 June 30, 2026
Nishkama Capital, LLC $3,245,443,937 61 $53,203,999 June 30, 2026
Meridian Wealth Management, LLC $3,244,532,260 830 $3,909,075 June 30, 2026
Fulton Bank, N.A. $3,243,565,599 694 $4,673,726 June 30, 2026
Focus Financial Network, Inc. $3,230,634,745 764 $4,228,580 June 30, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD $3,227,848,185 632 $5,107,355 June 30, 2026
ELEMENT CAPITAL MANAGEMENT LLC $3,202,147,220 72 $44,474,267 June 30, 2026
Skopos Labs, Inc. $3,200,643,530 1,827 $1,751,857 March 31, 2026 Previous quarter
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