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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
ASCENT WEALTH PARTNERS, LLC
$860M
Top holdings
1
ISHARES TR
$105M
2
INVESCO QQQ TR
$55.7M
3
APPLE INC
$39.8M
BENCHSTONE CAPITAL MANAGEMENT LP
$860M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$48.5M
2
BROADCOM INC
$45.7M
3
ECHOSTAR CORP
$45.5M
OPHIR ASSET MANAGEMENT PTY LTD
$859M
Top holdings
1
AAR CORP
$59.1M
2
V2X INC
$58M
3
MAREX GROUP PLC
$55.6M
NIGHT OWL CAPITAL MANAGEMENT, LLC
$858M
Top holdings
1
ALPHABET INC
$94.7M
2
MICROSOFT CORP
$64.1M
3
GE VERNOVA INC
$56.3M
TOTAL INVESTMENT MANAGEMENT INC
$858M
Top holdings
1
BNY MELLON ETF TRUST
$166M
2
ISHARES TR
$159M
3
BONDBLOXX ETF TRUST
$89.6M
U S GLOBAL INVESTORS INC
$858M
Top holdings
1
DELTA AIR LINES INC
$77.9M
2
UNITED AIRLS HLDGS INC
$72.2M
3
AMERICAN AIRLINES GROUP INC
$69.1M
QUEST INVESTMENT MANAGEMENT LLC
$857M
Top holdings
1
VANGUARD INDEX FDS
$180M
2
ISHARES TR
$62.3M
3
NVIDIA CORPORATION
$55.4M
ST. LOUIS TRUST CO
$856M
Top holdings
1
ISHARES TR
$194M
2
VANGUARD INDEX FDS
$174M
3
VANGUARD STAR FDS
$92.6M
CALEDONIA INVESTMENTS PLC
$856M
Top holdings
1
PHILIP MORRIS INTL INC
$116M
2
TEXAS INSTRS INC
$101M
3
MICROSOFT CORP
$86.7M
BALDWIN INVESTMENT MANAGEMENT, LLC
$856M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$408M
2
BROADCOM INC
$22.1M
3
NVIDIA CORPORATION
$19.9M
VIOLICH CAPITAL MANAGEMENT, INC.
$855M
Top holdings
1
ALPHABET INC
$191M
2
MICROSOFT CORP
$66.5M
3
APPLE INC
$53.5M
AVIANCE CAPITAL PARTNERS, LLC
$854M
Top holdings
1
APPLE INC
$66.1M
2
ALPHABET INC
$48.2M
3
ABBVIE INC
$32M
GREATMARK INVESTMENT PARTNERS, INC.
$854M
Top holdings
1
AFLAC INC
$70.7M
2
MARATHON PETE CORP
$40.7M
3
APPLE INC
$36.1M
FORM WEALTH ADVISORS, LLC
$854M
Top holdings
1
ISHARES TR
$573M
2
BLACKROCK ETF TRUST
$132M
3
ISHARES INC
$68.4M
ABSHER WEALTH MANAGEMENT, LLC
$853M
Top holdings
1
M & T BK CORP
$45.5M
2
EMERSON ELEC CO
$42.8M
3
AUTOMATIC DATA PROCESSING IN
$42.1M
ABSOLUTE INVESTMENT ADVISERS, LLC
$852M
Top holdings
1
GRANITE CONSTR INC
$24.7M
2
MKS INC.
$20.2M
3
PATRICK INDS INC
$18.9M
UNITED SERVICES AUTOMOBILE ASSOCIATION
$851M
Top holdings
1
ISHARES TR
$676M
2
VANGUARD INDEX FDS
$66.8M
3
VANGUARD SCOTTSDALE FDS
$39.8M
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD
$850M
Top holdings
1
ASTRAZENECA PLC
$96.8M
2
ALPHABET INC
$47.8M
3
MICROSOFT CORP
$43.6M
EMBREE FINANCIAL GROUP
$849M
Top holdings
1
ISHARES TR
$87.2M
2
BLACKROCK ETF TRUST
$74.5M
3
SCHWAB STRATEGIC TR
$66.9M
PARSIFAL CAPITAL MANAGEMENT, LP
$849M
Top holdings
1
COMPASS INC
$87.1M
2
HILTON GRAND VACATIONS INC
$84.6M
3
SHARKNINJA INC
$84M
