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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 24 of 257  ·  5,122 managers
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# Fund / Institution AUM ▼ Positions Period
461 Confluence Investment Management Llc $6.4B 414 Mar 2026
462 Bradley Foster & Sargent Inc/Ct $6.4B 516 Mar 2026
463 PGIM Custom Harvest LLC $6.4B 276 Mar 2026
464 Kohlberg Kravis Roberts & Co. L.P. $6.3B 96 Dec 2025
465 Capital Advisors Inc/Ok $6.2B 350 Dec 2025
466 Letko, Brosseau & Associates Inc $6.2B 101 Mar 2026
467 National Philanthropic Trust $6.2B 265 Mar 2025
468 Mesirow Financial Investment Management, Inc. $6.2B 517 Mar 2026
469 Apollon Wealth Management, LLC $6.2B 1,404 Mar 2026
470 J. Safra Sarasin Holding AG $6.1B 1,259 Dec 2025
471 Akre Capital Management Llc $6.1B 20 Mar 2026
472 Arkadios Wealth Advisors $6.1B 3,368 Mar 2026
473 Howard Capital Management Inc. $6.1B 332 Mar 2026
474 Capital International Sarl $6.1B 287 Mar 2026
475 Bristol John W & Co Inc /Ny/ $6.1B 109 Mar 2026
476 Greenhaven Associates Inc $6.1B 27 Mar 2026
477 Caisse Des Depots Et Consignations $6.1B 218 Mar 2026
478 Harvest Portfolios Group Inc. $6.1B 260 Mar 2026
479 Ruane, Cunniff & Goldfarb L.P. $6.0B 50 Mar 2026
480 BC Partners PE LP $6.0B 2 Mar 2026
Page 24 of 257  ·  5,122 managers
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