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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
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
LEGACY PRIVATE TRUST CO.
$1.63B
Top holdings
1
ISHARES TR
$383M
2
VANGUARD INDEX FDS
$207M
3
VANGUARD TAX-MANAGED FDS
$71.9M
LEE DANNER & BASS INC
$1.59B
Top holdings
1
HCA HEALTHCARE INC
$183M
2
BERKSHIRE HATHAWAY INC DEL
$128M
3
ALPHABET INC
$63.3M
LAKEWOOD CAPITAL MANAGEMENT, LP
$1.58B
Top holdings
1
THE CIGNA GROUP
$114M
2
ICON PLC
$82.7M
3
AXALTA COATING SYS LTD
$80.2M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
$1.58B
Top holdings
1
HEICO CORP NEW
$24.7M
2
CONSTELLATION BRANDS INC
$21.8M
3
SELECT SECTOR SPDR TR
$19.4M
LUTZ FINANCIAL SERVICES LLC
$1.49B
Top holdings
1
ISHARES TR
$406M
2
SPDR SERIES TRUST
$220M
3
VANGUARD INDEX FDS
$195M
LYNROCK LAKE LP
$1.46B
Top holdings
1
TERADATA CORP DEL
$240M
2
RAPID7 INC
$232M
3
PAGERDUTY INC
$209M
LIBERTY 77 CAPITAL L.P.
$1.46B
Top holdings
1
FLAGSTAR BANK NATIONAL ASSOC
$988M
2
LIONSGATE STUDIOS CORP
$360M
3
SATELLOGIC INC
$109M
LUXOR CAPITAL GROUP, LP
$1.43B
Top holdings
1
ISHARES TR
$429M
2
AMAZON COM INC
$210M
3
NRG ENERGY INC
$86.8M
LEO WEALTH, LLC
$1.38B
Top holdings
1
ISHARES TR
$192M
2
VANGUARD WORLD FD
$133M
3
GOLDMAN SACHS ETF TR
$55.4M
LYELL WEALTH MANAGEMENT, LP
$1.36B
Top holdings
1
ALPHABET INC
$125M
2
ISHARES TR
$110M
3
NVIDIA CORPORATION
$101M
LEVIN CAPITAL STRATEGIES, L.P.
$1.32B
Top holdings
1
ALPHABET INC
$81.5M
2
JPMORGAN CHASE & CO
$52.2M
3
JOHNSON & JOHNSON
$50.7M
LIMESTONE INVESTMENT ADVISORS LP
$1.25B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$443M
2
MICROSOFT CORP
$58.4M
3
ALPHABET INC
$50.4M
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.
$1.25B
Top holdings
1
CRESCENT ENERGY COMPANY
$498M
2
ISHARES TR
$289M
3
VANGUARD INDEX FDS
$127M
LEITH WHEELER INVESTMENT COUNSEL LTD.
$1.21B
Top holdings
1
ISHARES TR
$379M
2
L3HARRIS TECHNOLOGIES INC
$37.1M
3
ALPHABET INC
$34M
LEDYARD NATIONAL BANK
$1.15B
Top holdings
1
ISHARES TR
$277M
2
APPLE INC
$59.6M
3
MICROSOFT CORP
$40.1M
LRI INVESTMENTS, LLC
$1.13B
Top holdings
1
DIMENSIONAL ETF TRUST
$357M
2
ARES MANAGEMENT CORPORATION
$227M
3
WISDOMTREE TR
$74M
LEGATO CAPITAL MANAGEMENT LLC
$1.1B
Top holdings
1
ARGAN INC
$18M
2
APPLE INC
$15M
3
BROADCOM INC
$15M
LVM CAPITAL MANAGEMENT LTD
$1.06B
Top holdings
1
APPLE INC
$93.2M
2
BROADCOM INC
$73.9M
3
MICROSOFT CORP
$62.8M
L2 ASSET MANAGEMENT, LLC
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$145M
2
ISHARES TR
$98.1M
3
SIMPLIFY EXCHANGE TRADED FUN
$27.6M
