13F History

ManagerCIKFiledPositions13F Reported Value
Signature Estate & Investment Advisors LLC 0001079935Jul 29, 2025 577$4.3B
Shelton Capital Management 0001002784Aug 13, 2025 711$4.3B
Brave Warrior Advisors 0001553733Aug 14, 2025 35$4.4B
Commerzbank Aktiengesellschaft 0000852933Jul 24, 2025 348$4.4B
Zimmer Partners, LP 0001565854Aug 14, 2025 145$4.4B
American International Group, Inc. 0000005272Aug 8, 2025 3$4.4B
Bollard Group LLC 0001556218Aug 13, 2025 295$4.4B
Interval Partners, LP 0001590228Aug 14, 2025 273$4.4B
Atlantic Union Bankshares Corp 0000883948Aug 6, 2025 1,228$4.4B
Wealthcare Advisory Partners LLC 0001683059Jul 22, 2025 969$4.4B
Generali Asset Management SPA SGR 0002046751Jul 28, 2025 498$4.4B
Facet Wealth, Inc. 0001748271Aug 1, 2025 174$4.4B
World Investment Advisors 0001652594Aug 4, 2025 1,122$4.4B
Whittier Trust Co. of Nevada Inc. 0001263548Jul 30, 2025 1,442$4.4B
Twinbeech Capital LP 0001769646Aug 14, 2025 601$4.4B
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0001510434Jul 21, 2025 684$4.4B
Atria Wealth Solutions, Inc. 0001927543Jul 25, 2025 1,461$4.4B
Summit Financial, LLC 0001765536Aug 13, 2025 809$4.4B
Country Trust Bank 0001209324Aug 12, 2025 552$4.5B
First Financial Bankshares Inc 0000036029Aug 14, 2025 205$4.5B
Vaughan David Investments LLC 0001063571Jul 31, 2025 231$4.5B
Auto-Owners Insurance Co 0001964189Aug 1, 2025 107$4.5B
Folketrygdfondet 0001269094Aug 12, 2025 10$4.5B
Nan Shan Life Insurance Co., Ltd. 0001730464Aug 14, 2025 116$4.5B
Circle Wealth Management, LLC 0001578242Aug 14, 2025 216$4.5B
Chilton Investment Co. Inc. 0001332632Aug 14, 2025 219$4.5B
Diversified Trust Co. 0001479844Jul 11, 2025 939$4.5B
Mill Creek Capital Advisors, LLC 0001964962Aug 11, 2025 263$4.5B
Reaves W H & Co. Inc. 0000740913Aug 11, 2025 77$4.5B
Great Valley Advisor Group, Inc. 0001769897Aug 14, 2025 892$4.5B
Badgley Phelps Wealth Managers, LLC 0001895362Jul 16, 2025 296$4.5B
Valley Forge Capital Management 0001697868Aug 14, 2025 9$4.5B
Ritholtz Wealth Management 0001698218Jul 28, 2025 985$4.5B
Bellevue Group AG 0001674546Aug 14, 2025 142$4.5B
Cambridge Associates LLC /Ma/ 0000733986Jun 23, 2026 46$4.5B
Advent Capital Management 0001097278Aug 13, 2025 208$4.6B
ClearBridge Investments Ltd 0001499094Aug 12, 2025 25$4.6B
Maryland State Retirement & Pension System 0001795552Jul 23, 2025 1,488$4.6B
Equity Investment Corp. 0001685771Aug 6, 2025 62$4.6B
Susquehanna Portfolio Strategies, LLC 0001996449Aug 14, 2025 831$4.6B
Mission Wealth Management, LP 0001645382Aug 5, 2025 647$4.6B
Aspex Management (HK) Ltd 0001768375Aug 13, 2025 25$4.6B
AIA Group Ltd 0001522877Aug 6, 2025 327$4.6B
Choate Investment Advisors 0001399794Aug 12, 2025 477$4.6B
Forvis Mazars Wealth Advisors, LLC 0001352864Jul 29, 2025 395$4.6B
Todd Asset Management LLC 0001071483Aug 13, 2025 170$4.6B
Sagespring Wealth Partners, LLC 0002056425Jul 28, 2025 706$4.6B
Lingotto Investment Management LLP 0001732768Aug 13, 2025 42$4.7B
Ceredex Value Advisors LLC 0001738726Aug 13, 2025 166$4.7B
Exor N.V. 0001589122Jul 16, 2025 2$4.7B
MFN Partners Management, LP 0001732811Aug 8, 2025 9$4.7B
PointState Capital LP 0001509842Aug 14, 2025 47$4.7B
Bank Pictet & Cie (Europe) AG 0001123274Jul 16, 2025 197$4.7B
Mizuho Securities USA LLC 0000812291Aug 1, 2025 705$4.7B
Sit Investment Associates Inc. 0000769317Aug 14, 2025 523$4.7B
Skye Global Management LP 0001675884Aug 14, 2025 58$4.7B
Uber Technologies, Inc 0001543151Aug 14, 2025 5$4.7B
Snyder Capital Management L P 0001050477Aug 12, 2025 67$4.7B
J.W. Cole Advisors, Inc. 0001404763Aug 12, 2025 1,461$4.7B
Clarkston Capital Partners, LLC 0001562855Aug 13, 2025 151$4.7B
Cincinnati Financial Corp. 0000020286Aug 7, 2025 53$4.7B
Junto Capital Management LP 0001595880Aug 14, 2025 70$4.7B
Dakota Wealth Management 0001631353Jul 16, 2025 761$4.7B
Pinnacle Financial Partners Inc 0001115055Oct 28, 2025 507$4.8B
Scge Management, L.P. 0001537530Aug 14, 2025 20$4.8B
Algert Global LLC 0001275218Aug 11, 2026 1,167$4.8B
Ancora Advisors LLC 0001446114Aug 14, 2025 2,031$4.8B
Deprince Race & Zollo Inc. 0001008894Aug 14, 2025 182$4.8B
Kohlberg Kravis Roberts & Co. L.P. 0001399770Aug 14, 2025 76$4.8B
Ontario Teachers Pension Plan Board 0000937567Feb 13, 2026 306$4.8B
PGIM Custom Harvest LLC 0001845793Aug 13, 2025 246$4.9B
Copeland Capital Management, LLC 0001541743Jul 21, 2025 287$4.9B
Donor Advised Charitable Giving, Inc. 0001535839Jul 22, 2025 38$4.9B
Freemont Capital Pte Ltd 0001796107Aug 8, 2025 12$4.9B
Marshfield Associates 0000914976Aug 14, 2025 19$4.9B
Dragoneer Investment Group, LLC 0001602189Aug 14, 2025 20$4.9B
Elo Mutual Pension Insurance Co 0001739877Aug 12, 2025 626$4.9B
Atalanta Sosnoff Capital, LLC 0000700529Aug 12, 2025 102$4.9B
Aquatic Capital Management LLC 0001803916Aug 14, 2025 1,209$4.9B
Catalyst Capital Advisors LLC 0001549275Jul 31, 2025 450$5.0B
Cannell & Spears LLC 0001426319Aug 14, 2025 393$5.0B
Kornitzer Capital Management Inc. 0000898358Jul 31, 2025 494$5.0B
GF Fund Management Co. LTD. 0002057060Jul 22, 2025 660$5.0B
Carnegie Investment Counsel 0001511506Jul 31, 2025 541$5.0B
Farther Finance Advisors, LLC 0001992825Jul 11, 2025 4,488$5.0B
Smead Capital Management, Inc. 0001427008Aug 14, 2025 33$5.0B
Abn Amro Investment Solutions 0002080520Aug 8, 2025 429$5.0B
Parallel Advisors, LLC 0001690010Jul 8, 2025 3,509$5.0B
Fenimore Asset Management Inc 0000884566Jul 22, 2025 90$5.0B
Moore Capital Management, LP 0001448574Aug 14, 2025 496$5.0B
Silver Lake Group, L.L.C. 0001418226Aug 8, 2025 12$5.0B
Carlyle Group Inc. 0001527166Aug 8, 2025 20$5.0B
Resolution Capital Ltd 0001612389Aug 14, 2025 39$5.0B
Oaktree Capital Management 0000949509Aug 13, 2025 174$5.0B
Apollon Wealth Management, LLC 0001764387Jul 25, 2025 1,272$5.1B
GUARDCAP ASSET MANAGEMENT Ltd 0001732008Aug 7, 2025 27$5.1B
Energy Income Partners, LLC 0001388814Aug 14, 2025 92$5.1B
Stockbridge Partners LLC 0001505183Aug 14, 2025 12$5.1B
RiverFront Investment Group, LLC 0001469751Aug 12, 2025 316$5.1B
Zevenbergen Capital Investments LLC 0001276918Jul 7, 2025 105$5.1B