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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.
$69.8T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
UNITED COMMUNITY BANK
$300M
Top holdings
1
ISHARES TR
$40.2M
2
BERKSHIRE HATHAWAY INC DEL
$27.5M
3
ISHARES GOLD TR
$21.2M
URBAN FINANCIAL ADVISORY CORP
$283M
Top holdings
1
ISHARES TR
$96.2M
2
STATE STR SPDR S&P 500 ETF T
$88.5M
3
SCHWAB STRATEGIC TR
$30.2M
UNION HERITAGE CAPITAL, LLC
$269M
Top holdings
1
NVIDIA CORPORATION
$15.8M
2
AMPHENOL CORP
$15.3M
3
APPLE INC
$11.9M
UNTITLED INVESTMENTS LP
$269M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$30.8M
2
KASPI KZ JSC
$29.2M
3
NU HLDGS LTD
$24.4M
UNION SAVINGS BANK
$228M
Top holdings
1
ISHARES TR
$37.8M
2
INVESCO EXCHANGE TRADED FD T
$36.7M
3
BERKSHIRE HATHAWAY INC DEL
$23.6M
UNISON ASSET MANAGEMENT LLC
$219M
Top holdings
1
ALPHABET INC
$24.1M
2
META PLATFORMS INC
$22M
3
BERKSHIRE HATHAWAY INC DEL
$21.8M
UNCONVENTIONAL INVESTOR, LLC
$211M
Top holdings
1
VANGUARD INDEX FDS
$104M
2
BERKSHIRE HATHAWAY INC DEL
$31.4M
3
VANGUARD TAX-MANAGED FDS
$18.5M
UNITED AIRLINES HOLDINGS, INC.
$211M
Top holdings
1
REPUBLIC AWYS HLDGS INC
$188M
2
ARCHER AVIATION INC
$16.4M
3
EVE HLDG INC
$6.58M
UDINE WEALTH MANAGEMENT, INC.
$205M
Top holdings
1
SPDR SERIES TRUST
$30M
2
ALPHABET INC
$19.8M
3
APPLE INC
$19.3M
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC
$176M
Top holdings
1
ISHARES TR
$29.3M
2
STATE STR SPDR S&P 500 ETF T
$22.8M
3
INVESCO QQQ TR
$11.5M
UPPER LEFT WEALTH MANAGEMENT, LLC
$169M
Top holdings
1
SCHWAB STRATEGIC TR
$34.2M
2
SPDR SERIES TRUST
$21.7M
3
ISHARES TR
$16M
UNITED FINANCIAL PLANNING GROUP LLC
$169M
Top holdings
1
VANGUARD INDEX FDS
$73.2M
2
VANGUARD TAX-MANAGED FDS
$27.9M
3
ISHARES TR
$21.5M
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
$159M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$28.7M
2
SCHWAB STRATEGIC TR
$24.2M
3
ISHARES TR
$17.5M
UG INVESTMENT ADVISERS LTD.
$148M
Top holdings
1
ALIBABA GROUP HLDG LTD
$35.6M
2
MICRON TECHNOLOGY INC
$30.9M
3
JD.COM INC
$20.8M
URS ADVISORY LLC
$137M
Top holdings
1
NEOS ETF TRUST
$24.2M
2
ISHARES TR
$24.1M
3
VANGUARD INDEX FDS
$21.3M
UNIVERSITY OF PITTSBURGH - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
$135M
Top holdings
1
ISHARES INC
$135M
UPTOWN FINANCIAL ADVISORS LLC
$126M
Top holdings
1
VANGUARD INDEX FDS
$29.3M
2
ISHARES TR
$18M
3
SPDR SERIES TRUST
$15M
ULLAND INVESTMENT ADVISORS, LLC
$117M
Top holdings
1
ALPHABET INC
$12.7M
2
J P MORGAN EXCHANGE TRADED F
$11.6M
3
NVIDIA CORPORATION
$9.28M
UNIVERSITY OF WISCONSIN FOUNDATION
$113M
Top holdings
1
PEARL DIVER CREDIT COMPANY I
$15.3M
2
NU HLDGS LTD
$14.8M
3
VAXCYTE INC
$13.9M
UNIVERSITY OF CAMBRIDGE INVESTMENT MANAGEMENT LTD
$108M
Top holdings
1
ISHARES TR
$108M
