Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Hosking Partners LLP London, X0 2/4/2026
Hotaling Investment Management, LLC 2/14/2023
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Los Angeles, CA 2/17/2026
Houlihan Financial Resource Group, Ltd. Ashburn, VA 2/10/2026
Hound Partners, LLC New York, NY 2/17/2026
HOURGLASS CAPITAL, LLC Houston, TX 1/14/2026
Householder Group Estate & Retirement Specialist, LLC 1/15/2025
HOVDE CAPITAL ADVISORS LLC Madison, WI 2/11/2014
HOWARD BAILEY SECURITIES, LLC Fort Wayne, IN 2/27/2026
HOWARD CAPITAL MANAGEMENT 2/2/2021
Howard Capital Management Group, LLC Los Angeles, CA 1/16/2026
Howard Capital Management Inc. Roswell, GA 1/23/2026
HOWARD FINANCIAL SERVICES, LTD. Dallas, TX 4/7/2026
HOWARD HUGHES MEDICAL INSTITUTE Chevy Chase, MD 2/17/2026
HOWARD WEALTH MANAGEMENT, LLC Madison, CT 1/29/2026
HOWE & RUSLING INC Rochester, NY 2/17/2026
HOWLAND CAPITAL MANAGEMENT LLC Boston, MA 2/13/2026
Hoxton Financial, Inc. 4/29/2016
Hoxton Planning & Management, LLC Shepherdstown, WV 2/11/2026
Hoya Capital Real Estate, LLC Rowayton, CT 2/2/2026
HoyleCohen, LLC 7/19/2024
HP Holding LLC f/k/a ISTM Associates, LLC 2/13/2024
HPC Germany GmbH & Co. KG Potsdam, 2M 2/17/2026
HPS Investment Partners, LLC 8/14/2025
HRC WEALTH MANAGEMENT, LLC Moscow, ID 1/21/2026
HRS Investment Holdings, LLC 11/14/2022
HRT FINANCIAL LP New York, NY 2/12/2026
HRTG GPE, LLC Wilson, WY 2/13/2026
HS Investments III Ltd St. Peter Port, Y7 2/17/2026
HS Investments IV Ltd St Peter Port, Y7 2/17/2026
HS Management Partners, LLC New York, NY 2/9/2026
HSBC HOLDINGS PLC London, X0 3/20/2026
HSG Holding Ltd Na, K3 2/13/2026
HST Ventures, LLC 11/14/2024
HT Partners LLC Centerbrook, CT 4/10/2026
HTG Investment Advisors, Inc. New Canaan, CT 2/2/2026
HTLF Bank 1/28/2025
HUB Investment Partners, LLC Austin, TX 2/17/2026
Hubbell Strickland Wealth Management, LLC New Orleans, LA 1/20/2026
Huber Capital Management LLC El Segundo, CA 2/13/2026
Huber Financial Advisors, LLC 4/17/2020
Hudock, Inc. Williamsport, PA 2/12/2026
Hudson Bay Capital Management LP Stamford, CT 2/13/2026
Hudson Canyon Capital Management New York, NY 2/6/2026
Hudson Capital Management LLC Ramsey, NJ 1/21/2026
HUDSON EDGE INVESTMENT PARTNERS INC. Jersey City, NJ 1/27/2026
Hudson Executive Capital LP New York, NY 2/17/2026
Hudson Oak Wealth Advisory LLC Hoboken, NJ 1/23/2026
Hudson Portfolio Management LLC Garrison, NY 2/13/2026
Hudson Structured Capital Management Ltd. 2/6/2023
Hudson Value Partners, LLC Palm Beach, FL 1/28/2026
Hudson Way Capital Management LLC Dallas, TX 2/17/2026
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 2/14/2017
Hugh Johnson Advisors LLC 8/6/2019
Hughes Financial Services, LLC Herndon, VA 2/11/2026
HughesLittle Investment Management Ltd. Vancouver, A1 3/20/2026
Human Investing LLC Lake Oswego, OR 1/27/2026
Humankind Investments LLC New York, NY 2/17/2026
Hummer Financial Advisory Services Inc Chicago, IL 4/8/2026
Hummer Winblad Equity Partners V, LLC 11/9/2018
Hunt Lane Capital LP 2/14/2023
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Pittsburgh, PA 1/21/2026
Hunter Perkins Capital Management, LLC Lombard, IL 1/14/2026
Hunting Hill Global Capital, LLC New York, NY 2/17/2026
HUNTINGTON BANCSHARES INC /MD/ 5/11/2022
HUNTINGTON NATIONAL BANK Columbus, OH 2/9/2026
Huntington Steele LLC 4/18/2018
Huntleigh Advisors, Inc. St. Louis, MO 1/29/2026
Hurley Capital, LLC New York, NY 2/17/2026
Hurlow Wealth Management Group, Inc. Bloomington, IN 2/17/2026
HUSSMAN STRATEGIC ADVISORS, INC. Ellicott City, MD 2/2/2026
Hutchens & Kramer Investment Management Group, LLC Carmel, IN 1/8/2026
HUTCHENS INVESTMENT MANAGEMENT INC 2/6/2018
Hutchin Hill Capital, LP 2/12/2018
HUTCHINSON CAPITAL MANAGEMENT/CA San Rafael, CA 2/9/2026
Hutchinson Financial Advisors, INC 10/14/2025
HUTNER CAPITAL MANAGEMENT INC Manchester, VT 2/17/2026
Hutner Daniel Ellsworth 8/11/2016
HWG Holdings LP Houston, TX 1/12/2026
HYA Advisors, Inc 7/13/2022
HYMAN CHARLES D 7/25/2024
Hyperion Asset Management Ltd Royal Exchange, C3 2/17/2026
Hyperion Capital Advisors LP New York, NY 2/13/2026
Hyperion Partners, LLC 10/9/2024
Hyposwiss Advisors SA Geneva, V8 2/17/2026
Hyundai Investments Co., Ltd. Yeongdeungopo Gu, Seoul, M5 2/17/2026
I.G. INVESTMENT MANAGEMENT, LTD. 11/14/2017
I.G.Y. Ltd London, X0 2/17/2026
iA Global Asset Management Inc. Quebec, A8 2/5/2026
IA Venture Partners, LLC 2/14/2022
IA Venture Strategies Fund II, LP New York, NY 2/11/2026
iAB Financial Bank 8/4/2017
IAG Wealth Partners, LLC Waukesha, WI 2/10/2026
IAM Advisory, LLC Easton, PA 4/10/2026
IAMS WEALTH MANAGEMENT, LLC Omaha, NE 1/26/2026
IAT REINSURANCE CO LTD. New York, NY 2/10/2026
IBBOTSON ASSOCIATES INC 2/11/2016
IBERIABANK CORP 7/29/2020
Ibex Investors LLC Denver, CO 2/11/2026
IBEX WEALTH ADVISORS Bedminster, NJ 2/17/2026
IBIS Capital Partners LLP 11/14/2019
IBM Retirement Fund 7/20/2022
ICA Group Wealth Management, LLC 8/8/2024
ICAHN CARL C Sunny Isles Beach, FL 2/17/2026
ICC CAPITAL MANAGEMENT INC/ 5/13/2015
Ice Pond Lane Advisers, LLC 11/14/2019
ICG Advisors, LLC Los Angeles, CA 1/28/2026
ICICI Prudential Asset Management Co Ltd Mumbai, K7 2/12/2026
ICM ASSET MANAGEMENT INC/WA 10/22/2020
ICON ADVISERS INC/CO Greenwood Village, CO 2/13/2026
Icon Wealth Advisors, LLC Houston, TX 2/13/2026
Icon Wealth Partners, LLC 11/14/2023
ICONIQ Capital, LLC San Francisco, CA 2/13/2026
ICW Investment Advisors LLC Scottsdale, AZ 2/9/2026
ID Management A/S 7/14/2016
Idaho Trust Co Boise, ID 2/5/2026
IDG China Capital Fund GP III Associates Ltd. Central Hong Kong, F4 2/13/2026
IDG China Capital Fund III Associates L.P. Central Hong Kong, F4 2/13/2026
IDG China Venture Capital Fund IV Associates L.P. Hong Kong, K3 2/13/2026
IDG China Venture Capital Fund V Associates L.P. Hong Kong, K3 2/13/2026
IDG Technology Venture Investment III, LLC 11/17/2015
IDG Technology Venture Investment IV, LLC 11/5/2025
IDG-Accel China Capital Associates L.P. 11/14/2016
IDG-Accel China Capital GP II Associates Ltd. Hong Kong, K3 2/13/2026
IDG-Accel China Capital II Associates L.P. Palo Alto, CA 2/13/2026
IDG-Accel China Growth Fund Associates L.P. 11/17/2015
IDG-Accel China Growth Fund III Associates L.P. 11/15/2021
IEQ CAPITAL, LLC Foster City, CA 2/13/2026
IES Holdings, Inc. Houston, TX 2/12/2026
IF Advisors, LLC San Antonio, TX 2/10/2026
IFC & Insurance Marketing, Inc. Auburn, CA 2/12/2026
IFC Advisors LLC Los Angeles, CA 2/12/2026
IFC Holdings Incorporated/FL 4/16/2018
IFG Advisors, LLC St. Louis, MO 4/9/2026
IFG Advisory, LLC Atlanta, GA 2/10/2026
IFM Investors Pty Ltd Melbourne, C3 2/12/2026
IFP Advisors, Inc Tampa, FL 2/6/2026
Ifrah Financial Services, Inc. Little Rock, AR 1/22/2026
IFS Advisors, LLC Overland Park, KS 4/6/2026
IFS Group,LLC 11/10/2025
Ignis Investment Services Ltd 8/15/2014
Ignite Planners, LLC San Clemente, CA 2/6/2026
IGP Investments (G.P.L.P), LP 11/10/2025
Iguana Healthcare Management, LLC 5/15/2018
IHT Wealth Management, LLC Chicago, IL 2/17/2026
III Capital Management Boca Raton, FL 2/17/2026
Ikarian Capital, LLC Dallas, TX 2/18/2026
IKOS CIF LTD 11/10/2016
Ilex Capital Partners (UK) LLP London, X0 2/17/2026
Illinois Municipal Retirement Fund Oak Brook, IL 2/11/2026
Illumine Investment Management, LLC Poulsbo, WA 2/9/2026
Ilmarinen Mutual Pension Insurance Co Helsinki, H9 2/10/2026
IMA Advisory Services, Inc. Denver, CO 2/11/2026
IMC-Chicago, LLC Chicago, IL 1/29/2026
IMG Wealth Management, Inc. Jacksonville, FL 2/5/2026
Immersion Capital LLP London, X0 2/17/2026
IMMERSION CORP Aventura, FL 2/17/2026
Impact Asset Management GmbH 8/14/2025
Impact Capital Partners LLC Greenwood Village, CO 4/10/2026
Impact Investors, Inc San Francisco, CA 1/21/2026
Impact Partnership Wealth, LLC Marietta, GA 2/10/2026
IMPACTfolio, LLC Denver, CO 1/7/2026
Impactive Capital LP New York City, NY 2/17/2026
Impala Asset Management LLC Palm Beach, FL 2/13/2026
Impax Asset Management (AIFM) Ltd 8/14/2018
Impax Asset Management Group plc London, X0 1/29/2026
IMPAX ASSET MANAGEMENT LLC 8/14/2018
Impax Asset Management LTD 8/14/2018
Imprint Wealth LLC Mount Pleasant, SC 2/17/2026
IMS Capital Management 11/17/2025
IMZ Advisory Inc Boca Raton, FL 4/8/2026
In-Depth Partners, LLC 11/14/2025
INCA Investments LLC Miami, FL 2/4/2026
Incentive AS Oslo, Q8 2/12/2026
INCEPTIONR LLC Lafayette, CA 2/11/2026
Incision Capital Management LP San Francisco, CA 2/17/2026
Incline Global Management LLC New York, NY 2/17/2026
INCLUSIVE CAPITAL PARTNERS, L.P. 11/13/2025
Income Insurance Ltd Singapore, U0 2/4/2026
INCOME RESEARCH & MANAGEMENT Boston, MA 1/20/2026
Indaba Capital Management, L.P. San Francisco, CA 2/17/2026
Independence Advisors, LLC 11/4/2020
Independence Asset Advisors, LLC Wynnewood,, PA 2/2/2026
Independence Bank of Kentucky Owensboro, KY 1/20/2026
Independence Capital Asset Partners, LLC 2/5/2016
Independence Financial Advisors, LLC Franklin, NH 1/15/2026
Independence Trust CO 2/8/2018
Independence Wealth Advisors, Inc. 2/16/2021
Independence Wealth Advisors, LLC Independence, OH 1/9/2026
Independent Advisor Alliance Charlotte, NC 2/4/2026
Independent Family Office, LLC Albany, NY 2/13/2026
Independent Franchise Partners LLP London, X0 2/17/2026
INDEPENDENT INVESTORS INC Nesconset, NY 1/15/2026
Independent Order of Foresters Toronto, Z4 2/6/2026
Independent Portfolio Consultants, Inc. 7/6/2017
Independent Solutions Wealth Management, LLC Williamsville, NY 2/5/2026
Independent Wealth Network Inc. Urbandale, IA 1/26/2026
Index Fund Advisors, Inc. Irvine, CA 1/29/2026
Index Management Solutions, LLC 11/16/2015
Index Technologies Group LLC New York, NY 2/12/2026