Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Livingston Group Asset Management CO (operating as Southport Capital Management) 4/25/2022
LJ TRUST Co LLC 4/7/2023
LJI Wealth Management, LLC Indianapolis, IN 5/4/2026
LL Funds, LLC 10/4/2024
Lloyd Advisory Services, LLC. Suwanee, GA 5/13/2026
Lloyd Harbor Capital Management, LLC Cold Spring Harbor, NY 5/15/2026
Lloyd Park, LLC 11/14/2022
Lloyds Banking Group plc 2/11/2019
LLR Management, L.P. 2/14/2018
LLR Walnut, L.P. 11/9/2021
LM Advisors LLC San Diego, CA 5/13/2026
LM Asset Management Inc. Vancouver, A1 5/11/2026
LMBI, L.P. 11/7/2016
LMCG INVESTMENTS, LLC Boston, MA 4/29/2026
LMDAGG, L.L.C. 11/14/2025
LMG Wealth Partners, LLC Shreveport, LA 4/17/2026
LMR Master Fund Ltd Grand Cayman, E9 2/14/2014
LMR Partners LLP London, X0 5/15/2026
LNZ Capital LP 2/14/2022
Local Pensions Partnership Investment Ltd London, X0 5/5/2026
LOCKERMAN FINANCIAL GROUP, INC. Newport Beach, CA 4/14/2026
LOCKHEED MARTIN CORP 11/9/2023
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Bethesda, MD 5/6/2026
LOCUST WOOD CAPITAL ADVISERS, LLC New York, NY 5/15/2026
Lodbrok Capital LLP 11/14/2025
LODESTAR INVESTMENT COUNSEL LLC/IL 7/10/2019
LODESTAR PRIVATE ASSET MANAGEMENT LLC Alamo, CA 4/27/2026
Lodestone Wealth Management LLC Spokane, WA 5/1/2026
Lodge Hill Capital, LLC New York, NY 5/18/2026
Loeb Offshore Management LP 2/17/2015
LOEB PARTNERS CORP 8/14/2019
LOEWS CORP New York, NY 5/15/2026
LOGAN CAPITAL MANAGEMENT INC Newtown Square, PA 5/8/2026
Logan Stone Capital, LLC Chicago, IL 5/15/2026
Logos Global Management LP San Francisco, CA 5/15/2026
Lokken Investment Group LLC 11/5/2025
LOM Asset Management Ltd Hamilton, D0 5/5/2026
Lomas Capital Management, LLC 2/16/2021
Lombard Odier & Cie (Bahamas) Ltd 11/13/2015
Lombard Odier & Cie (Canada), Limited Partnership 11/14/2016
Lombard Odier Asset Management (Europe) Ltd London, X0 6/15/2026
Lombard Odier Asset Management (Switzerland) SA Petit Lancy, V8 5/15/2026
Lombard Odier Asset Management (USA) Corp New York, NY 5/15/2026
Lombard Odier Transatlantic, Limited Partnership 11/14/2016
LOMBARDIA CAPITAL PARTNERS LLC 5/15/2017
London & Capital Asset Management Ltd London, X0 5/15/2026
LONDON CO OF VIRGINIA Richmond, VA 5/15/2026
LONE PEAK GLOBAL INVESTORS LLC Alpine, UT 5/14/2026
LONE PINE CAPITAL LLC Greenwich, CT 5/15/2026
Lone Star Global Acquisitions, Ltd. 2/6/2023
Lone Star Value Investors GP LLC 5/15/2015
Lone Star Value Management LLC 11/14/2016
LONESTAR CAPITAL MANAGEMENT LLC San Francisco, CA 5/15/2026
Long Corridor Asset Management Ltd Hong Kong, K3 5/11/2026
Long Focus Capital Management, LLC San Juan, PR 5/15/2026
Long Island Wealth Management, Inc. Melville, NY 4/21/2026
Long Oar Global Investors, LLC 11/16/2015
Long Path Partners Fund, LP 5/13/2022
Long Path Partners LP Stamford, CT 5/14/2026
Long Pond Capital, LP New York, NY 5/14/2026
Long Road Investment Counsel, LLC Kalamazoo, MI 5/8/2026
Long Run Wealth Advisors, LLC Lake Placid, NY 2/2/2026
LONG WALK MANAGEMENT LP Greenwich, CT 5/14/2026
Long Wharf Investors, Inc. Boston, MA 8/4/2014
Longaeva Partners L.P. Chicago, IL 5/15/2026
Longboard Asset Management, LP Phoenix, AZ 4/7/2026
Longbow Capital Partners, L.P. 11/14/2016
Longbow Finance SA Lutry, V8 5/12/2026
Longer Investments Inc. 4/22/2019
LONGFELLOW INVESTMENT MANAGEMENT CO LLC Boston, MA 5/12/2026
Longhorn Capital Partners, L.P. 2/14/2018
Longitude (Cayman) Ltd. Grand Cayman, E9 5/4/2026
LongView Asset Management LLC Santa Fe, NM 2/9/2026
LONGVIEW ASSET MANAGEMENT, LLC Chicago, IL 5/11/2026
Longview Financial Advisors LLC San Rafael, CA 4/20/2026
Longview Financial Advisors, Inc. Huntsville, AL 7/6/2026
Longview Partners (Guernsey) LTD St Peter Port, Y7 5/15/2026
LongView Wealth Management Atlanta, GA 4/15/2026
Longwood Fund GP, LLC 1/22/2015
LOOMIS SAYLES & CO L P Boston, MA 5/14/2026
Lorber David A 10/25/2019
Lord & Richards Wealth Management, LLC Highlands Ranch, CO 4/20/2026
LORD, ABBETT & CO. LLC Jersey City, NJ 5/14/2026
Lorem Ipsum Management, LLC 10/11/2016
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Boston, MA 4/13/2026
Lorne Steinberg Wealth Management Inc. Montreal, Quebec, Z4 5/7/2026
LOS ANGELES CAPITAL MANAGEMENT LLC Los Angeles, CA 5/8/2026
Lotus Technology Management, LP Orlando, FL 5/15/2026
Loudon Investment Management, LLC Meriden, NH 5/11/2026
Louis-Dreyfus Family Office LLC 11/10/2022
LOUISBOURG INVESTMENTS INC. Dieppe, A3 4/22/2026
Louisiana State Employees Retirement System Baton Rouge, LA 4/20/2026
Loukas Stephen 10/25/2019
LOUNTZIS ASSET MANAGEMENT, LLC Wyomissing, PA 5/7/2026
Lourd Capital, LLC 7/11/2019
Loveless Wealth Management LLC 7/22/2022
LOWE BROCKENBROUGH & CO INC Richmond, VA 5/7/2026
Lowe Wealth Advisors, LLC 10/16/2025
Lowell Blake & Associates Inc. 11/13/2023
LOWERY THOMAS, LLC Pebble Beach, CA 5/13/2026
LPF Advisors LLC 4/11/2025
LPL Financial LLC Fort Mill, SC 5/6/2026
LPWM LLC Minneapolis, MN 4/8/2026
LRI Investments, LLC Palm Beach Gardens, FL 4/30/2026
LRT Capital Management, LLC Austin, TX 5/15/2026
LRZ CAPITAL LLC Miami, FL 5/12/2026
LS Investment Advisors, LLC Bloomfield Hills, MI 4/20/2026
LS Power Partners II, L.P. 11/14/2017
LS Power Partners, L.P. 11/16/2015
LSP Investment Advisors, LLC New York, NY 5/15/2026
LSV ASSET MANAGEMENT Chicago, IL 5/11/2026
LTG Capital LLC Framingham, MA 5/15/2026
LTS Liquid Investments LLC Nassau, C5 4/29/2026
Lubar & Co., Inc Milwaukee, WI 4/23/2026
LUBERT-ADLER MANAGEMENT COMPANY, LP 11/12/2024
LUCAS CAPITAL MANAGEMENT 1/27/2021
LUCERNE CAPITAL MANAGEMENT LP 11/2/2020
Lucha Capital Management, LP 11/14/2019
Lucia Wealth Services, LLC 11/9/2020
LUCUS ADVISORS LLC 5/15/2018
Luken Investment Analytics, LLC Brentwood, TN 5/12/2026
Luma Capital S.A. - SPF Luxembourg, N4 4/10/2026
Lumature Wealth Partners, LLC 8/14/2023
Lumbard & Kellner, LLC Hollis, NH 5/15/2026
Lumina Fund Management LLC 2/2/2024
LuminArx Capital Management LP New York, NY 5/14/2026
Luminist Capital LLC Grand Rapids, MI 4/24/2026
LUMINUS MANAGEMENT LLC Houston, TX 5/15/2026
Luminvest Wealth Management LLC Scottsdale, AZ 5/1/2026
Lummis Asset Management, LP Fort Worth, TX 5/11/2026
Lunate Capital Ltd Al Maryah Island, Abu Dhabi, C0 4/16/2026
Lunate Holding RSC Ltd 2/14/2025
Lunia Capital LP 11/15/2021
Lunt Capital Management, Inc. Holladay, UT 5/12/2026
LUTS & GREENLEIGH GROUP, INC. Bethesda, MD 5/5/2026
Lutz Financial Services LLC Omaha, NE 5/4/2026
Luxor Capital Group, LP New York, NY 5/15/2026
LUZICH PARTNERS LLC 2/14/2019
LVM CAPITAL MANAGEMENT LTD/MI Portage, MI 4/2/2026
LVW Advisors, LLC Pittsford, NY 4/20/2026
LVZ, Inc. Holland, MI 4/28/2026
LWM ADVISORS INC El Dorado Hills, CA 4/10/2026
LWM Advisory Services, LLC Plantation, FL 4/28/2026
LWMG, LLC 10/4/2024
LWS Wealth Advisors, Inc. 2/9/2024
LYELL WEALTH MANAGEMENT, LP Menlo Park, CA 5/7/2026
Lykos Global Management, LP Stamford, CT 5/15/2026
LYNCH & ASSOCIATES/IN Evansville, IN 4/8/2026
Lynch Asset Management, Inc. Newtown, PA 4/24/2026
Lynch Investment Planning, LLC Newtown Square, PA 5/12/2026
Lynrock Lake LP Rye Brook, NY 5/15/2026
Lynwood Capital Management Inc. 5/10/2024
LYNWOOD PRICE CAPITAL MANAGEMENT LP Austin, TX 4/21/2026
Lynx Investment Advisory Washington, Dc, DC 4/24/2026
Lynx1 Capital Management LP Dorado, PR 5/1/2026
Lyon Street Capital, LLC 5/16/2022
Lyons Wealth Management, LLC. 2/13/2020
LYRICAL ASSET MANAGEMENT LP New York, NY 5/11/2026
Lyxor Asset Management Inc. 11/14/2019
M & L Capital Management Ltd London, X0 4/10/2026
M Financial Asset Management, Inc. 2/3/2025
M Holdings Securities, Inc. Portland, OR 5/12/2026
M Wealth Management, LLC San Diego, CA 5/15/2026
M&G INVESTMENT MANAGEMENT LTD 5/8/2024
M&G INVESTMENTS (USA) INC. 5/8/2024
M&G Plc London, X0 5/13/2026
M&R CAPITAL MANAGEMENT INC 10/2/2024
M&R Follow-On Fund Management, LP 11/9/2017
M&T BANK CORP Buffalo, NY 5/12/2026
M. Kraus & Co Shelburne, VT 4/14/2026
M. Kulyk & Associates, LLC Decatur, GA 5/6/2026
M.D. Sass, LLC New York, NY 5/14/2026
M.E. ALLISON & CO., INC. San Antonio, TX 4/8/2026
M1 Capital Management LLC Troy, MI 5/8/2026
M28 Capital Management LP Stamford, CT 5/14/2026
M3 Advisory Group, LLC Needham Heights, MA 4/22/2026
M3 Wealth Management, LLC North Royalton, OH 5/5/2026
M37 Management LP Menlo Park, CA 5/15/2026
M3F, Inc. Salt Lake City, UT 4/28/2026
Ma Investment Partnership, LP Hillsborough, CA 5/15/2026
MA Private Wealth San Carlos, CA 5/7/2026
MAC Alpha Capital Management, LP Tampa, FL 5/15/2026
Macco Financial Group, Inc. Green Bay, WI 4/23/2026
Macellum Advisors, LP 11/14/2024
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 2/11/2019
Mach-1 Financial Group, LLC Rogers, AR 5/13/2026
Machina Capital S.A.S. Paris, I0 5/13/2026
MACKAY SHIELDS LLC New York, NY 4/24/2026
MACKENZIE FINANCIAL CORP Toronto Ontario, A6 5/13/2026
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 10/1/2019
MACQUARIE GROUP LTD Sydney, Nsw 2000, C3 5/15/2026
Macquarie Investment Management LTD 8/15/2016
Macro Advisors, Inc. York, PA 5/14/2026
MACRO Consulting Group 8/16/2021
MACROVIEW INVESTMENT MANAGEMENT LLC Bethesda, MD 5/8/2026
MAD RIVER INVESTORS Boston, MA 4/23/2026
Madden Advisory Services, Inc. Jacksonville, FL 5/11/2026
MADDEN SECURITIES Corp Dallas, TX 5/5/2026
Mader & Shannon Wealth Management, Inc. Kansas City, MO 4/13/2026
Madison Asset Management, LLC Madison, WI 5/7/2026