All 25 'B' SEC Investors
Institutional investment managers with at least $100 million in assets under management.
CIK 0001364742
13F manager
- Top reported holdings
- MICROSOFT CORP, NVIDIA CORPORATION, APPLE INC, AMAZON COM INC
- Location
- New York, NY
- Holdings count
- 5,225
- Holdings value
- $4.41T
CIK 0001067983
13F manager
- Top reported holdings
- APPLE INC, AMERICAN EXPRESS CO, BANK AMERICA CORP, COCA COLA CO
- Location
- Omaha, NE
- Holdings count
- 42
- Holdings value
- $332.83B
CIK 0001350694
13F manager
- Top reported holdings
- SPDR S&P 500 ETF TR, ISHARES TR, NVIDIA CORPORATION, LAM RESEARCH CORP
- Location
- Westport, CT
- Holdings count
- 1,040
- Holdings value
- $27.42B
CIK 0001007295
13F manager
- Top reported holdings
- ISHARES CORE S&P MID CAP ETF, ALPHABET INC CL A, MICROSOFT CORP COM, APPLE INC
- Location
- Omaha, NE
- Holdings count
- 394
- Holdings value
- $7.37B
CIK 0001670104
13F manager
- Top reported holdings
- YUM CHINA HLDGS INC, S&P GLOBAL INC, OTIS WORLDWIDE CORP, AUTOZONE INC
- Location
- Klampenborg, Denmark
- Holdings count
- 11
- Holdings value
- $2.94B
CIK 0001965941
13F manager
- Top reported holdings
- NVIDIA CORPORATION, MORGAN STANLEY ETF TRUST, MICROSOFT CORP, ALPHABET INC
- Location
- Bellevue, WA
- Holdings count
- 194
- Holdings value
- $952.54M
CIK 0001730511
13F manager
- Top reported holdings
- ELI LILLY & CO, DIMENSIONAL ETF TRUST, VANGUARD MUN BD FDS, DIMENSIONAL ETF TRUST
- Location
- Indianapolis, IN
- Holdings count
- 293
- Holdings value
- $869.13M
CIK 0002066812
13F manager
- Top reported holdings
- VANGUARD INDEX FDS, NVIDIA CORPORATION, VANGUARD INDEX FDS, APPLE INC
- Location
- Phoenix, AZ
- Holdings count
- 492
- Holdings value
- $780.59M
CIK 0002105919
13F manager
- Top reported holdings
- DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, VANGUARD CHARLOTTE FDS
- Location
- Walnut Creek, CA
- Holdings count
- 134
- Holdings value
- $735.55M
CIK 0001587192
13F manager
- Top reported holdings
- ALPHABET INC, APPLE INC, DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST
- Location
- Berkeley, CA
- Holdings count
- 336
- Holdings value
- $587.31M
CIK 0001965710
13F manager
- Top reported holdings
- APPLE INC, MICROSOFT CORP, NVIDIA CORPORATION, JPMORGAN CHASE & CO
- Location
- Beverly Hills, CA
- Holdings count
- 343
- Holdings value
- $585.88M
CIK 0000887602
13F manager
- Top reported holdings
- VANGUARD INDEX FDS, ISHARES TR, ISHARES TR, NVIDIA CORPORATION
- Location
- Providence, RI
- Holdings count
- 651
- Holdings value
- $289.52M
CIK 0002068635
13F manager
- Top reported holdings
- SCHWAB STRATEGIC TR, PGIM ETF TR, INVESCO EXCHANGE TRADED FD T, BLACKROCK ETF TRUST
- Location
- Bloomington, MN
- Holdings count
- 73
- Holdings value
- $234.81M
CIK 0000846600
13F manager
- Top reported holdings
- MARKEL, BERKSHIRE HATHAWAY B, PHINIA, CIGNA
- Location
- Atlanta, GA
- Holdings count
- 55
- Holdings value
- $229.94M
CIK 0002043468
13F manager
- Top reported holdings
- BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST, DOUBLELINE ETF TRUST, ISHARES TR
- Location
- Ocean Grove, NJ
- Holdings count
- 121
- Holdings value
- $187.91M
CIK 0001898145
13F manager
- Top reported holdings
- ISHARES TR, ISHARES TR, VANGUARD BD INDEX FDS, ISHARES TR
- Location
- Brooklyn, NY
- Holdings count
- 26
- Holdings value
- $164.55M
CIK 0002081139
13F manager
- Top reported holdings
- VANGUARD TAX-MANAGED FDS, VANGUARD INTL EQUITY INDEX F, WORLD GOLD TR, VANGUARD BD INDEX FDS
- Location
- Frisco, TX
- Holdings count
- 67
- Holdings value
- $162.92M
CIK 0002042011
13F manager
- Top reported holdings
- FIDELITY COVINGTON TRUST, SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, ISHARES TR
- Location
- Dayton, OH
- Holdings count
- 111
- Holdings value
- $122.69M
CIK 0002066260
13F manager
- Top reported holdings
- PALANTIR TECHNOLOGIES INC, ALPHABET INC, NVIDIA CORPORATION, TECHNIPFMC PLC
- Location
- Redlands, CA
- Holdings count
- 52
- Holdings value
- $113.63M
CIK 0002043671
13F manager
- Top reported holdings
- Alphabet Inc. - Class C, Ross Stores, Inc., The TJX Companies, Inc., JPMorgan Chase & Co.
- Location
- San Francisco, CA
- Holdings count
- 18
- Holdings value
- $106.96M
CIK 0001819275
13F manager
- Top reported holdings
- M3BRIGADE ACQUISITION V CORP, CANTOR EQUITY PARTNERS I INC, YORKVILLE ACQUISITION CORP., WARNER BROS DISCOVERY INC
- Location
- Stamford, CT
- Holdings count
- 21
- Holdings value
- $22.96M
CIK 0001908380
13F manager
- Top reported holdings
- AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, VANGUARD MALVERN FDS
- Location
- Vestavia, AL
- Holdings count
- 36
- Holdings value
- $203.3K
CIK 0002057075
13F manager
- Top reported holdings
- KRANESHARES TRUST, FIDELITY COVINGTON TRUST, FIDELITY COVINGTON TRUST, FIDELITY COVINGTON TRUST
- Location
- Franklin, TN
- Holdings count
- 72
- Holdings value
- $13.2K
CIK 0000902528
13F manager
- Top reported holdings
- SOLAREDGE TECHNOLOGIES INC, ISHARES TR, ISHARES TR, TELADOC HEALTH INC
- Location
- Tel Aviv, Israel
- Holdings count
- 115
- Holdings value
- $4.7K
CIK 0001079738
13F manager
- Top reported holdings
- Not reported
- Location
- Westport, CT
- Holdings count
- 60
- Holdings value
- $0