Institutional Investors

Institution Portfolio value Positions Avg position As of
Tortoise Investment Management, LLC $1,342,083,613 255 $5,263,073 June 30, 2026
Central Securities Corp $1,340,783,987 29 $46,233,931 June 30, 2026
BloombergSen Inc. $1,339,963,377 31 $43,224,625 June 30, 2026
EDGAR LOMAX CO/VA $1,337,881,128 58 $23,066,916 June 30, 2026
Chesley Taft & Associates LLC $1,337,450,515 369 $3,624,527 June 30, 2026
Greenbrier Partners Capital Management, LLC $1,334,818,578 11 $121,347,143 June 30, 2026
CONDOR CAPITAL MANAGEMENT $1,333,788,947 173 $7,709,763 June 30, 2026
Graticule Asia Macro Advisors LLC $1,333,420,683 208 $6,410,676 June 30, 2026
Ovata Capital Management Ltd $1,332,409,062 43 $30,986,257 June 30, 2026
Baader Bank Aktiengesellschaft $1,328,783,456 415 $3,201,888 June 30, 2026
GERMAN AMERICAN BANCORP, INC. $1,328,362,376 156 $8,515,143 June 30, 2026
Boxer Capital Management, LLC $1,327,787,255 63 $21,075,988 June 30, 2026
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV $1,327,225,163 21 $63,201,198 Dec. 31, 2024 Stale
Callahan Advisors, LLC $1,326,109,550 181 $7,326,572 June 30, 2026
Mantle Ridge LP $1,325,552,077 1 $1,325,552,077 March 31, 2026 Previous quarter
MEANS INVESTMENT CO., INC. $1,324,201,207 209 $6,335,891 June 30, 2026
CULLINAN ASSOCIATES INC $1,323,173,092 204 $6,486,143 June 30, 2026
CADIAN CAPITAL MANAGEMENT, LP $1,321,381,479 28 $47,192,196 June 30, 2026
JNBA Financial Advisors $1,321,033,432 830 $1,591,607 June 30, 2026
WINDWARD CAPITAL MANAGEMENT CO /CA $1,320,620,198 73 $18,090,688 June 30, 2026
Tweedy, Browne Co LLC $1,319,974,933 91 $14,505,219 June 30, 2026
INTRUST BANK NA $1,318,708,086 416 $3,169,971 June 30, 2026
PINNACLE FINANCIAL PARTNERS INC $1,318,397,714 459 $2,872,326 Sept. 30, 2025 Stale
Stonebridge Financial Group, LLC $1,318,335,875 275 $4,793,949 June 30, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC $1,317,885,683 245 $5,379,125 June 30, 2026
Leith Wheeler Investment Counsel Ltd. $1,316,163,080 85 $15,484,272 June 30, 2026
Insight Holdings Group, LLC $1,315,744,493 30 $43,858,150 June 30, 2026
Radcliffe Capital Management, L.P. $1,315,320,552 450 $2,922,935 June 30, 2026
FIRST FINANCIAL BANK - TRUST DIVISION $1,313,755,315 208 $6,316,131 June 30, 2026
Sone Capital Management, LLC $1,312,750,136 108 $12,155,094 June 30, 2026
ADVANCED MICRO DEVICES INC $1,311,750,821 6 $218,625,137 June 30, 2026
Parker Investment Management, LLC $1,310,334,719 43 $30,472,900 June 30, 2026
Journey Advisory Group, LLC $1,308,480,147 282 $4,640,001 June 30, 2026
Flat Footed LLC $1,307,275,206 43 $30,401,749 June 30, 2026
Bramshill Investments, LLC $1,307,211,706 157 $8,326,189 June 30, 2026
SORA INVESTORS LLC $1,303,996,596 76 $17,157,850 June 30, 2026
TCM Advisors, LLC $1,303,010,192 67 $19,447,913 June 30, 2026
Mesirow Institutional Investment Management, Inc. $1,299,904,834 131 $9,922,938 Dec. 31, 2024 Stale
DT Investment Partners, LLC $1,299,143,179 512 $2,537,389 June 30, 2026
Koss-Olinger Consulting, LLC $1,298,367,038 172 $7,548,646 June 30, 2026
American Trust $1,297,377,746 334 $3,884,365 June 30, 2026
FourThought Financial Partners, LLC $1,295,010,277 393 $3,295,192 June 30, 2026
KRYGER CAPITAL Ltd $1,294,589,487 50 $25,891,790 Dec. 31, 2025 Stale
Natixis Investment Managers International $1,293,026,756 220 $5,877,394 Dec. 31, 2024 Stale
CCM INVESTMENT ADVISERS LLC $1,292,386,683 88 $14,686,212 June 30, 2026
Syntegra Private Wealth Group, LLC $1,291,151,656 202 $6,391,840 June 30, 2026
EFG International AG $1,290,668,933 1,088 $1,186,277 June 30, 2026
First Business Financial Services, Inc. $1,289,356,001 201 $6,414,706 June 30, 2026
CARDIFF PARK ADVISORS, LLC $1,289,233,463 354 $3,641,902 June 30, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC $1,289,068,983 229 $5,629,122 June 30, 2026
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