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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
SBI OKASAN ASSET MANAGEMENT CO.LTD.
$2.44B
Top holdings
1
VANGUARD INDEX FDS
$830M
2
ISHARES TR
$692M
3
VANGUARD TAX-MANAGED FDS
$273M
LEAVELL INVESTMENT MANAGEMENT, INC.
$2.44B
Top holdings
1
ISHARES TR
$296M
2
VANGUARD INDEX FDS
$210M
3
VANGUARD WORLD FD
$207M
KRANE FUNDS ADVISORS LLC
$2.44B
Top holdings
1
PDD HOLDINGS INC
$582M
2
KRANESHARES TRUST
$288M
3
FULL TRUCK ALLIANCE CO LTD
$236M
BEACON INVESTMENT ADVISORY SERVICES, INC.
$2.44B
Top holdings
1
ISHARES TR
$304M
2
VANGUARD INDEX FDS
$189M
3
ISHARES GOLD TR
$85.7M
GHP INVESTMENT ADVISORS, INC.
$2.43B
Top holdings
1
ISHARES TR
$288M
2
SCHWAB STRATEGIC TR
$162M
3
SPDR SERIES TRUST
$131M
BLB&B ADVISORS, LLC
$2.42B
Top holdings
1
ISHARES TR
$562M
2
VANGUARD TAX-MANAGED FDS
$225M
3
VANGUARD INTL EQUITY INDEX F
$172M
PURPOSE UNLIMITED INC.
$2.42B
Top holdings
1
TESLA INC
$314M
2
NVIDIA CORPORATION
$181M
3
VANGUARD BD INDEX FDS
$179M
NORTHEAST INVESTMENT MANAGEMENT
$2.42B
Top holdings
1
NVIDIA CORPORATION
$196M
2
ALPHABET INC
$168M
3
APPLE INC
$157M
GC WEALTH MANAGEMENT RIA, LLC
$2.42B
Top holdings
1
TEMPUS AI INC
$299M
2
ALPHABET INC
$253M
3
META PLATFORMS INC
$205M
STEELE CAPITAL MANAGEMENT, INC.
$2.41B
Top holdings
1
SCHWAB STRATEGIC TR
$643M
2
ISHARES TR
$623M
3
VANGUARD SCOTTSDALE FDS
$201M
VIRTU FINANCIAL LLC
$2.41B
Top holdings
1
ALPHABET INC
$765M
2
BERKSHIRE HATHAWAY INC DEL
$168M
3
SANDISK CORP
$98.5M
PARALEL ADVISORS LLC
$2.41B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$859M
2
JPMORGAN CHASE & CO
$302M
3
ENTERPRISE PRODS PARTNERS L
$138M
RWC ASSET MANAGEMENT LLP
$2.4B
Top holdings
1
MACYS INC
$204M
2
COMCAST CORP NEW
$174M
3
HP INC
$120M
DIVISADERO STREET CAPITAL MANAGEMENT, LP
$2.39B
Top holdings
1
SUPER GROUP SGHC LIMITED
$333M
2
DAVE INC
$196M
3
RUSH STREET INTERACTIVE INC
$140M
CHESLEY TAFT & ASSOCIATES LLC
$2.39B
Top holdings
1
ISHARES TR
$269M
2
ALPHABET INC
$152M
3
MICROSOFT CORP
$88.1M
FIRST HORIZON CORP
$2.39B
Top holdings
1
ISHARES TR
$386M
2
VANGUARD INDEX FDS
$152M
3
STATE STR SPDR S&P 500 ETF T
$69.8M
MEEDER ADVISORY SERVICES, INC.
$2.39B
Top holdings
1
ISHARES TR
$221M
2
J P MORGAN EXCHANGE TRADED F
$214M
3
NVIDIA CORPORATION
$105M
RENAISSANCE GROUP LLC
$2.39B
Top holdings
1
ALPHABET INC
$45.1M
2
KLA CORP
$41.1M
3
JABIL INC
$40.7M
CONNECTICUT WEALTH MANAGEMENT, LLC
$2.39B
Top holdings
1
ISHARES TR
$829M
2
SPDR SERIES TRUST
$460M
3
VANGUARD INDEX FDS
$230M
HIGHPOINT ADVISOR GROUP LLC
$2.39B
Top holdings
1
SPDR SERIES TRUST
$317M
2
ISHARES TR
$174M
3
SELECT SECTOR SPDR TR
$172M
