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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
CRESTWOOD ADVISORS GROUP, LLC
$5.94B
Top holdings
1
ISHARES TR
$902M
2
APPLE INC
$353M
3
ALPHABET INC
$308M
APPALOOSA LP
$5.93B
Top holdings
1
AMAZON COM INC
$900M
2
MICRON TECHNOLOGY INC
$563M
3
ALPHABET INC
$497M
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
$5.93B
Top holdings
1
CAPITAL GROUP GROWTH ETF
$1.09B
2
CAPITAL GROUP GBL GROWTH EQT
$789M
3
CAPITAL GROUP DIVIDEND VALUE
$495M
BORDER TO COAST PENSIONS PARTNERSHIP LTD
$5.92B
Top holdings
1
ASTRAZENECA PLC
$398M
2
NVIDIA CORPORATION
$393M
3
APPLE INC
$309M
GLENCORE PLC
$5.92B
Top holdings
1
BUNGE GLOBAL SA
$4.17B
2
CENTURY ALUM CO
$1.74B
WEISS ASSET MANAGEMENT LP
$5.91B
Top holdings
1
NVIDIA CORPORATION
$1.16B
2
STRATEGY INC
$649M
3
SPROTT ASSET MANAGEMENT LP
$311M
VERITAS ASSET MANAGEMENT LLP
$5.9B
Top holdings
1
AMAZON COM INC
$546M
2
CANADIAN PACIFIC KANSAS CITY
$539M
3
MASTERCARD INCORPORATED
$531M
TIMESSQUARE CAPITAL MANAGEMENT, LLC
$5.89B
Top holdings
1
EMCOR GROUP INC
$156M
2
MONOLITHIC PWR SYS INC
$152M
3
CENCORA INC
$133M
J. SAFRA SARASIN HOLDING AG
$5.87B
Top holdings
1
ALPHABET INC
$277M
2
NVIDIA CORPORATION
$271M
3
MICROSOFT CORP
$232M
SAMLYN CAPITAL, LLC
$5.86B
Top holdings
1
LPL FINL HLDGS INC
$699M
2
JPMORGAN CHASE & CO
$394M
3
PRIMO BRANDS CORPORATION
$313M
LIONTRUST INVESTMENT PARTNERS LLP
$5.86B
Top holdings
1
ASTRAZENECA PLC
$316M
2
BROADCOM INC
$192M
3
ALPHABET INC
$188M
CRAWFORD INVESTMENT COUNSEL INC
$5.85B
Top holdings
1
ABBVIE INC
$193M
2
MICROSOFT CORP
$168M
3
JOHNSON CONTROLS INTERNATION
$160M
BLUE SPARROW, LLC
$5.85B
Top holdings
1
ISHARES TR
$875M
2
ROYAL BK CDA
$527M
3
NVIDIA CORPORATION
$526M
MODERN WEALTH MANAGEMENT, LLC
$5.84B
Top holdings
1
ISHARES TR
$1.34B
2
SPDR SERIES TRUST
$351M
3
SCHWAB STRATEGIC TR
$247M
EASTERN BANK
$5.83B
Top holdings
1
ISHARES TR
$571M
2
APPLE INC
$283M
3
NVIDIA CORPORATION
$270M
GUINNESS ASSET MANAGEMENT LTD
$5.8B
Top holdings
1
JOHNSON & JOHNSON
$266M
2
BROADCOM INC
$255M
3
ABBVIE INC
$239M
KESTRA INVESTMENT MANAGEMENT, LLC
$5.8B
Top holdings
1
ISHARES TR
$1.62B
2
DIMENSIONAL ETF TRUST
$610M
3
SPDR SERIES TRUST
$480M
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT
$5.78B
Top holdings
1
ISHARES TR
$1.25B
2
VANGUARD SCOTTSDALE FDS
$401M
3
DIMENSIONAL ETF TRUST
$387M
PECONIC PARTNERS LLC
$5.78B
Top holdings
1
QUANTA SVCS INC
$2.75B
2
DYCOM INDS INC
$1.39B
3
MASTEC INC
$1.15B
FACET WEALTH, INC.
$5.77B
Top holdings
1
ISHARES TR
$1.52B
2
VANGUARD INDEX FDS
$1.1B
3
VANGUARD TAX-MANAGED FDS
$894M
