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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
SAGE FINANCIAL GROUP INC
$1.54B
Top holdings
1
SCHWAB STRATEGIC TR
$703M
2
VANGUARD INDEX FDS
$331M
3
ISHARES TR
$250M
CLEAN ENERGY TRANSITION LLP
$1.54B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$318M
2
FIRST SOLAR INC
$281M
3
STANLEY BLACK & DECKER INC
$185M
GREAT HILL CAPITAL LLC
$1.54B
Top holdings
1
PAYPAL HLDGS INC
$873M
2
STANLEY BLACK & DECKER INC
$301M
3
V F CORP
$83.8M
IRENIC CAPITAL MANAGEMENT LP
$1.54B
Top holdings
1
ISHARES TR
$326M
2
SNAP INC
$165M
3
INTEGER HLDGS CORP
$111M
CINCTIVE CAPITAL MANAGEMENT LP
$1.53B
Top holdings
1
VISTRA CORP
$36M
2
VALERO ENERGY CORP
$33.1M
3
FORGENT POWER SOLUTIONS INC
$31.5M
MERIDIEM CAPITAL PARTNERS LP
$1.53B
Top holdings
1
AMAZON COM INC
$86.5M
2
STRYKER CORPORATION
$76.1M
3
CHARLES RIV LABS INTL INC
$62.5M
FJ INVESTMENTS, LLC
$1.53B
Top holdings
1
VANGUARD INDEX FDS
$1.27B
2
ALPHABET INC
$146M
3
PAR PAC HOLDINGS INC
$62.1M
FULTON BREAKEFIELD BROENNIMAN LLC
$1.53B
Top holdings
1
ISHARES TR
$440M
2
VANGUARD TAX-MANAGED FDS
$76.4M
3
APPLE INC
$76.1M
SIENNA GESTION
$1.53B
Top holdings
1
NVIDIA CORPORATION
$117M
2
APPLE INC
$95M
3
MICROSOFT CORP
$83.7M
HOWE & RUSLING INC
$1.53B
Top holdings
1
ISHARES TR
$232M
2
VANGUARD SCOTTSDALE FDS
$95.4M
3
VANGUARD INDEX FDS
$76.4M
CRYDER CAPITAL PARTNERS LLP
$1.53B
Top holdings
1
HCA HEALTHCARE INC
$215M
2
ALPHABET INC
$207M
3
THERMO FISHER SCIENTIFIC INC
$185M
FUKOKU MUTUAL LIFE INSURANCE CO
$1.53B
Top holdings
1
BROADCOM INC
$195M
2
ISHARES TR
$153M
3
GLOBAL X FDS
$70.9M
ATLAS FRM LLC
$1.53B
Top holdings
1
PACKAGING CORP AMER
$325M
2
INTERNATIONAL PAPER CO
$271M
3
SYLVAMO CORP
$267M
NBT BANK N A
$1.53B
Top holdings
1
ISHARES TR
$204M
2
ALPHABET INC
$83.6M
3
MICROSOFT CORP
$75M
KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD
$1.53B
Top holdings
1
SELECT SECTOR SPDR TR
$293M
2
STATE STR SPDR S&P 500 ETF T
$160M
3
INVESCO QQQ TR
$159M
FRANK, RIMERMAN ADVISORS LLC
$1.53B
Top holdings
1
ALPHABET INC
$113M
2
NVIDIA CORPORATION
$98.6M
3
INVESCO QQQ TR
$85M
CERTUITY, LLC
$1.52B
Top holdings
1
ISHARES TR
$121M
2
CITIGROUP INC
$96M
3
MICRON TECHNOLOGY INC
$91.4M
PRIVATE ADVISORY GROUP LLC
$1.52B
Top holdings
1
ISHARES TR
$128M
2
INVESCO QQQ TR
$117M
3
MICROSOFT CORP
$71M
GENERAL AMERICAN INVESTORS CO INC
$1.52B
Top holdings
1
GE VERNOVA INC
$79.4M
2
BERKSHIRE HATHAWAY INC DEL
$79M
3
TJX COS INC NEW
$77.4M
AZORA CAPITAL LP
$1.52B
Top holdings
1
LPL FINL HLDGS INC
$129M
2
FRANKLIN RESOURCES INC
$120M
3
VALLEY NATL BANCORP
$110M
