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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
BOK FINANCIAL PRIVATE WEALTH, INC.
$1.66B
Top holdings
1
VANGUARD INDEX FDS
$634M
2
ISHARES TR
$411M
3
VANGUARD TAX-MANAGED FDS
$166M
COMPASS CAPITAL MANAGEMENT, INC
$1.66B
Top holdings
1
MERCK & CO INC
$70.9M
2
AMPHENOL CORP
$68.3M
3
MICROSOFT CORP
$63.3M
BPIFRANCE SA
$1.65B
Top holdings
1
STELLANTIS N.V
$1.34B
2
CONSTELLIUM SE
$310M
ANOMALY CAPITAL MANAGEMENT, LP
$1.65B
Top holdings
1
AMAZON COM INC
$284M
2
GILDAN ACTIVEWEAR INC
$201M
3
DANAHER CORP DEL
$145M
NORTH STAR INVESTMENT MANAGEMENT CORP.
$1.65B
Top holdings
1
ISHARES TR
$205M
2
VANGUARD INDEX FDS
$93.6M
3
JPMORGAN CHASE & CO
$77.7M
CACTI ASSET MANAGEMENT LLC
$1.65B
Top holdings
1
SEAGATE TECHNOLOGY PLC
$202M
2
GOLDMAN SACHS GROUP INC
$175M
3
APPLE INC
$128M
EMPIRE LIFE INVESTMENTS INC.
$1.65B
Top holdings
1
VANGUARD INDEX FDS
$96M
2
ALPHABET INC
$81.8M
3
AMAZON COM INC
$72.4M
TIAA TRUST, NATIONAL ASSOCIATION
$1.65B
Top holdings
1
ISHARES TR
$681M
2
VANGUARD INDEX FDS
$322M
3
VANGUARD SCOTTSDALE FDS
$93.4M
CREATIVE FINANCIAL DESIGNS INC
$1.65B
Top holdings
1
ISHARES TR
$169M
2
VANGUARD INDEX FDS
$149M
3
VANGUARD SCOTTSDALE FDS
$125M
GREENSPRING ADVISORS, LLC
$1.64B
Top holdings
1
DIMENSIONAL ETF TRUST
$981M
2
ISHARES TR
$205M
3
AMERICAN CENTY ETF TR
$80.2M
PRAXIS INVESTMENT MANAGEMENT INC
$1.64B
Top holdings
1
NVIDIA CORPORATION
$86.7M
2
APPLE INC
$84.5M
3
PRAXIS IMPACT BOND I
$82.2M
LBMC INVESTMENT ADVISORS, LLC
$1.64B
Top holdings
1
ISHARES TR
$1.03B
2
INVESCO EXCHANGE TRADED FD T
$254M
3
VANGUARD INDEX FDS
$36.7M
ADELL HARRIMAN & CARPENTER INC
$1.64B
Top holdings
1
BROADCOM INC
$136M
2
NVIDIA CORPORATION
$132M
3
APPLE INC
$103M
UNC MANAGEMENT COMPANY, INC.
$1.64B
Top holdings
1
ISHARES TR
$1.55B
2
ISHARES INC
$77.4M
3
PERMIAN RESOURCES CORP
$10.3M
140 SUMMER PARTNERS LP
$1.64B
Top holdings
1
ISHARES TR
$274M
2
UNITED AIRLS HLDGS INC
$125M
3
MASTEC INC
$106M
MILESTONE RESOURCES GROUP LTD
$1.64B
Top holdings
1
BROADCOM INC
$374M
2
AMAZON COM INC
$317M
3
MICROSOFT CORP
$311M
TROLUCE CAPITAL ADVISORS LLC
$1.63B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$163M
2
ECHOSTAR CORP
$140M
3
CAPITAL ONE FINL CORP
$110M
CARDINAL POINT CAPITAL MANAGEMENT ULC
$1.63B
Top holdings
1
VANGUARD INDEX FDS
$209M
2
ISHARES TR
$137M
3
DIMENSIONAL ETF TRUST
$119M
MONARCH ALTERNATIVE CAPITAL LP
$1.63B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$524M
2
INVESCO QQQ TR
$519M
3
ECHOSTAR CORP
$316M
PHILOSOPHY CAPITAL MANAGEMENT LLC
$1.63B
Top holdings
1
ISHARES TR
$384M
2
STATE STR SPDR S&P 500 ETF T
$228M
3
INVESCO QQQ TR
$144M
