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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
AMI ASSET MANAGEMENT CORP
$1.57B
Top holdings
1
APPLE INC
$115M
2
ALPHABET INC
$111M
3
TAIWAN SEMICONDUCTOR MANUFAC
$94.9M
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$1.57B
Top holdings
1
VANGUARD INDEX FDS
$561M
2
ISHARES TR
$156M
3
VANGUARD BD INDEX FDS
$147M
GOVERNORS LANE LP
$1.56B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$155M
2
ISHARES TR
$131M
3
META PLATFORMS INC
$103M
FERNBRIDGE CAPITAL MANAGEMENT LP
$1.56B
Top holdings
1
SALESFORCE INC
$360M
2
INTUIT
$216M
3
PTC INC
$185M
BEESE FULMER INVESTMENT MANAGEMENT, INC.
$1.56B
Top holdings
1
ISHARES TR
$86.3M
2
APPLE INC
$81.8M
3
ALPHABET INC
$78.8M
CORNERSTONE WEALTH GROUP, LLC
$1.56B
Top holdings
1
ISHARES TR
$196M
2
STATE STR SPDR S&P 500 ETF T
$87.7M
3
APPLE INC
$78.3M
1900 WEALTH MANAGEMENT LLC
$1.56B
Top holdings
1
SPDR SERIES TRUST
$521M
2
ISHARES TR
$209M
3
JANUS DETROIT STR TR
$124M
AVESTAR CAPITAL, LLC
$1.56B
Top holdings
1
ALPHABET INC
$167M
2
NVIDIA CORPORATION
$150M
3
ISHARES TR
$129M
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
$1.56B
Top holdings
1
VANGUARD INDEX FDS
$333M
2
ISHARES TR
$306M
3
VANGUARD SCOTTSDALE FDS
$116M
VALLEY WEALTH MANAGERS, INC.
$1.55B
Top holdings
1
VANGUARD SCOTTSDALE FDS
$60.9M
2
GLOBAL X FDS
$50.3M
3
APPLE INC
$46.5M
BOSTON COMMON ASSET MANAGEMENT, LLC
$1.55B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$97.2M
2
ALPHABET INC
$77.3M
3
NVIDIA CORPORATION
$70.1M
MUFG SECURITIES AMERICAS INC.
$1.55B
Top holdings
1
NVIDIA CORPORATION
$117M
2
APPLE INC
$103M
3
ALPHABET INC
$83.4M
BRISTOL GATE CAPITAL PARTNERS INC.
$1.55B
Top holdings
1
TARGA RES CORP
$97.7M
2
WABTEC
$89.1M
3
MCKESSON CORP
$81.4M
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
$1.55B
Top holdings
1
ISHARES TR
$618M
2
VANGUARD INDEX FDS
$118M
3
AMERICAN CENTY ETF TR
$60M
ALBION FINANCIAL GROUP
$1.55B
Top holdings
1
VANGUARD INDEX FDS
$205M
2
ISHARES TR
$181M
3
APPLE INC
$83.2M
NICHOLS & PRATT ADVISERS LLP
$1.55B
Top holdings
1
APPLE INC
$134M
2
ALPHABET INC
$127M
3
JOHNSON & JOHNSON
$115M
PLANTE MORAN FINANCIAL ADVISORS, LLC
$1.55B
Top holdings
1
VANGUARD INDEX FDS
$1.17B
2
VANGUARD TAX-MANAGED FDS
$148M
3
ISHARES TR
$53.5M
FIFTH THIRD SECURITIES, INC.
$1.55B
Top holdings
1
ISHARES TR
$390M
2
VANGUARD INDEX FDS
$209M
3
SPDR SERIES TRUST
$105M
CHARLES SCHWAB TRUST CO
$1.54B
Top holdings
1
SCHWAB STRATEGIC TR
$789M
2
ISHARES TR
$218M
3
VANGUARD INDEX FDS
$154M
ICON WEALTH ADVISORS, LLC
$1.54B
Top holdings
1
ISHARES TR
$583M
2
BLACKROCK ETF TRUST
$159M
3
ISHARES INC
$55.5M
