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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
SATHER FINANCIAL GROUP INC
$1.63B
Top holdings
1
ALPHABET INC
$193M
2
BERKSHIRE HATHAWAY INC DEL
$184M
3
ARISTA NETWORKS INC
$104M
S&CO INC
$1.61B
Top holdings
1
EXXON MOBIL CORP
$89.2M
2
BERKSHIRE HATHAWAY INC DEL
$78.6M
3
MICROSOFT CORP
$70.4M
SHAPIRO CAPITAL MANAGEMENT LLC
$1.6B
Top holdings
1
LIONSGATE STUDIOS CORP
$89.3M
2
CALLAWAY GOLF CO
$72.2M
3
FACTSET RESH SYS INC
$71.7M
SOLTIS INVESTMENT ADVISORS LLC
$1.59B
Top holdings
1
ISHARES TR
$141M
2
MICROSOFT CORP
$105M
3
NVIDIA CORPORATION
$83.8M
SUNBELT SECURITIES, INC.
$1.58B
Top holdings
1
EXXON MOBIL CORP
$229M
2
ISHARES TR
$167M
3
INNOVATOR ETFS TRUST
$68.5M
STEPHENS GROUP ASSET MANAGEMENT, LLC
$1.57B
Top holdings
1
VANGUARD INDEX FDS
$913M
2
ISHARES TR
$445M
3
SPDR SERIES TRUST
$116M
SAGE FINANCIAL GROUP INC
$1.54B
Top holdings
1
SCHWAB STRATEGIC TR
$703M
2
VANGUARD INDEX FDS
$331M
3
ISHARES TR
$250M
SIENNA GESTION
$1.53B
Top holdings
1
NVIDIA CORPORATION
$117M
2
APPLE INC
$95M
3
MICROSOFT CORP
$83.7M
SVB WEALTH LLC
$1.52B
Top holdings
1
ISHARES TR
$382M
2
APPLE INC
$88M
3
MICROSOFT CORP
$55.4M
SG CAPITAL MANAGEMENT LLC
$1.51B
Top holdings
1
BIO-TECHNE CORP
$121M
2
WATSCO INC
$95M
3
WEX INC
$77M
SEVEN GRAND MANAGERS, LLC
$1.5B
Top holdings
1
MEDLINE INC
$111M
2
L3HARRIS TECHNOLOGIES INC
$94.9M
3
ECHOSTAR CORP
$81.9M
SIMMONS BANK
$1.49B
Top holdings
1
ISHARES TR
$174M
2
OREILLY AUTOMOTIVE INC
$143M
3
VANGUARD INDEX FDS
$57.5M
SFMG, LLC
$1.48B
Top holdings
1
ATMOS ENERGY CORP
$196M
2
PACER FDS TR
$167M
3
INVESCO EXCHANGE TRADED FD T
$128M
SHUFRO ROSE & CO LLC
$1.47B
Top holdings
1
ISHARES TR
$237M
2
ALPS ETF TR
$132M
3
VANGUARD INDEX FDS
$84.1M
SOUND VIEW WEALTH ADVISORS GROUP, LLC
$1.47B
Top holdings
1
ISHARES TR
$368M
2
APPLE INC
$69.7M
3
VANGUARD INDEX FDS
$60.6M
SIGNAL ADVISORS WEALTH, LLC
$1.46B
Top holdings
1
ETF SER SOLUTIONS
$152M
2
SPDR SERIES TRUST
$114M
3
ISHARES TR
$71.5M
SSI INVESTMENT MANAGEMENT LLC
$1.45B
Top holdings
1
ISHARES TR
$131M
2
WESTERN DIGITAL CORP
$56M
3
NEXTERA ENERGY CAP HLDGS INC
$40M
STRATEGIC INVESTMENT ADVISORS MI
$1.45B
Top holdings
1
VANGUARD INDEX FDS
$396M
2
ISHARES TR
$245M
3
VANGUARD WORLD FD
$150M
STRATEGIC WEALTH PARTNERS, LTD.
$1.44B
Top holdings
1
ISHARES TR
$224M
2
MANAGER DIRECTED PORTFOLIOS
$128M
3
SPDR SERIES TRUST
$69.2M
STYRAX CAPITAL, LP
$1.43B
Top holdings
1
AMAZON COM INC
$208M
2
META PLATFORMS INC
$176M
3
MASTERCARD INCORPORATED
$112M
