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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
JOHNSON FINANCIAL GROUP, INC.
$2.76B
Top holdings
1
ISHARES TR
$1.73B
2
INVESCO EXCHANGE TRADED FD T
$114M
3
APPLE INC
$53.9M
HAWK RIDGE CAPITAL MANAGEMENT LP
$2.75B
Top holdings
1
VERISIGN INC
$227M
2
LIBERTY MEDIA CORP DEL
$192M
3
CORPAY INC
$155M
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD
$2.75B
Top holdings
1
ALPHABET INC
$271M
2
S&P GLOBAL INC
$180M
3
NETFLIX INC.
$171M
CARTENNA CAPITAL, LP
$2.74B
Top holdings
1
ISHARES TR
$152M
2
NVIDIA CORPORATION
$135M
3
PARKER-HANNIFIN CORP
$128M
BELPOINTE ASSET MANAGEMENT LLC
$2.74B
Top holdings
1
ISHARES TR
$267M
2
COLLABORATIVE INVESTMNT SER
$263M
3
SCHWAB STRATEGIC TR
$170M
WESTERN WEALTH MANAGEMENT, LLC
$2.74B
Top holdings
1
ISHARES TR
$266M
2
SPDR SERIES TRUST
$218M
3
INVESCO EXCH TRADED FD TR II
$93.6M
CBIZ INVESTMENT ADVISORY SERVICES, LLC
$2.74B
Top holdings
1
VANGUARD INDEX FDS
$1.15B
2
VANGUARD BD INDEX FDS
$633M
3
VANGUARD INTL EQUITY INDEX F
$509M
PATIENT CAPITAL MANAGEMENT, LLC
$2.74B
Top holdings
1
ROYALTY PHARMA PLC
$175M
2
CITIGROUP INC
$160M
3
ALPHABET INC
$154M
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
$2.73B
Top holdings
1
ISHARES TR
$233M
2
NVIDIA CORPORATION
$212M
3
ALPHABET INC
$186M
GIVERNY CAPITAL INC.
$2.73B
Top holdings
1
ALPHABET INC
$278M
2
BERKSHIRE HATHAWAY INC DEL
$189M
3
META PLATFORMS INC
$176M
MACKAY SHIELDS LLC
$2.73B
Top holdings
1
LUMENTUM HLDGS INC
$159M
2
WESTERN DIGITAL CORP
$111M
3
ADVANCED ENERGY INDS
$95.4M
PROFUND ADVISORS LLC
$2.72B
Top holdings
1
NVIDIA CORPORATION
$319M
2
APPLE INC
$116M
3
BROADCOM INC
$110M
MIRAE ASSET SECURITIES USA INC.
$2.72B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$330M
2
INVESCO QQQ TR
$300M
3
SPDR SERIES TRUST
$285M
XN LP
$2.72B
Top holdings
1
TKO GROUP HOLDINGS INC
$382M
2
SOLSTICE ADVANCED MATLS INC
$203M
3
TAIWAN SEMICONDUCTOR MANUFAC
$193M
CORNERSTONE ADVISORS, LLC
$2.72B
Top holdings
1
APPLE INC
$198M
2
NVIDIA CORPORATION
$188M
3
SELECT SECTOR SPDR TR
$170M
ARIZONA PSPRS TRUST
$2.72B
Top holdings
1
ISHARES TR
$1.22B
2
VANGUARD BD INDEX FDS
$727M
3
SSGA ACTIVE ETF TR
$339M
TIMUCUAN ASSET MANAGEMENT INC
$2.72B
Top holdings
1
SCHWAB CHARLES CORP
$277M
2
BERKSHIRE HATHAWAY INC DEL
$263M
3
INSTALLED BLDG PRODS INC
$219M
NANTAHALA CAPITAL MANAGEMENT, LLC
$2.72B
Top holdings
1
ISHARES TR
$508M
2
PELOTON INTERACTIVE INC
$128M
3
HERBALIFE LTD
$102M
FIDELITY NATIONAL FINANCIAL, INC.
$2.72B
Top holdings
1
F&G ANNUITIES & LIFE INC
$2.4B
2
CRESCENT CAP BDC INC
$51.1M
3
VICI PPTYS INC
$27.3M
NICOLET BANKSHARES INC
$2.71B
Top holdings
1
SPDR SERIES TRUST
$573M
2
ISHARES TR
$249M
3
VANGUARD INDEX FDS
$161M
