Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Longview Partners (Guernsey) LTD

  • MCO
  • BKNG
  • TJX
  • V
  • MMC
  • HCA
  • SPGI
Longview Partners (Guernsey) LTD's Q1 2025 Portfolio
Portfolio Value 12.2 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Pine Bridge Investments, L.P.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • AMZN
  • META
  • SHY
Pine Bridge Investments, L.P.'s Q1 2025 Portfolio
Portfolio Value 12.2 Billion
Stocks 717
Filing on May 14, 2025 Q1 2025

Gabelli Funds LLC

  • MA
  • MSFT
  • NFG
  • AME
  • SONY
  • GATX
  • RSG
Gabelli Funds LLC's Q1 2025 Portfolio
Portfolio Value 12.1 Billion
Stocks 1092
Filing on May 13, 2025 Q1 2025

O'Shaughnessy Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • AGG
  • META
  • JPM
O'Shaughnessy Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 12.1 Billion
Stocks 2406
Filing on May 15, 2025 Q1 2025

H&H International Investment, LLC

  • AAPL
  • BRK-B
  • PDD
  • OXY
  • BABA
  • GOOG
  • MSFT
H&H International Investment, LLC's Q1 2025 Portfolio
Portfolio Value 12 Billion
Stocks 11
Filing on May 15, 2025 Q1 2025

Ep Wealth Advisors, LLC

  • VUG
  • AAPL
  • BIV
  • VTV
  • VIGI
  • IGSB
  • MSFT
Ep Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 12 Billion
Stocks 1283
Filing on May 15, 2025 Q1 2025

Zurich Insurance Group LTD

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • META
  • AVGO
Zurich Insurance Group LTD's Q1 2025 Portfolio
Portfolio Value 11.9 Billion
Stocks 258
Filing on May 07, 2025 Q1 2025

Hb Wealth Management, LLC

  • VTI
  • VIG
  • JPST
  • SPYG
  • VXUS
  • MINT
  • AAPL
Hb Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 11.8 Billion
Stocks 1221
Filing on Nov 03, 2023 Q3 2023

Evolution Equity Partners Ii Sarl

  • ARQQ
  • COIN
Evolution Equity Partners Ii Sarl's Q3 2023 Portfolio
Portfolio Value 11.8 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Pentwater Capital Management LP

  • SPY
  • HES
  • X
  • ITCI
  • K
  • BA
  • BA
Pentwater Capital Management LP's Q1 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 101
Filing on Apr 25, 2025 Q1 2025

Amalgamated Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Amalgamated Bank's Q1 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 2971
Filing on Apr 23, 2025 Q1 2025

Sequoia Financial Advisors, LLC

  • VTI
  • IXUS
  • AAPL
  • VONG
  • DSTL
  • MSFT
  • VCSH
Sequoia Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 11.6 Billion
Stocks 1369
Filing on May 13, 2025 Q1 2025

United Capital Financial Advisers, LLC

  • VOO
  • IVV
  • BSV
  • IEFA
  • AAPL
  • MSFT
  • VTV
United Capital Financial Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 11.5 Billion
Stocks 1063
Filing on May 15, 2025 Q1 2025

Joel Greenblatt

Gotham Asset Management, LLC
  • SPY
  • GSPY
  • NVDA
  • AAPL
  • IVV
  • AMZN
  • MSFT
Joel Greenblatt's Q1 2025 Portfolio
Portfolio Value 11.5 Billion
Stocks 1541
Filing on May 12, 2025 Q1 2025

Capital Wealth Planning, LLC

  • V
  • GS
  • JPM
  • CME
  • HD
  • CAT
  • MSFT
Capital Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 11.3 Billion
Stocks 172
Filing on May 20, 2025 Q1 2025

Ilmarinen Mutual Pension Insurance CO

  • SPHY
  • USHY
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
Ilmarinen Mutual Pension Insurance CO's Q1 2025 Portfolio
Portfolio Value 11.3 Billion
Stocks 301
Filing on May 15, 2025 Q1 2025

Clear Street LLC

  • MSFT
  • MSFT
  • AAPL
  • AAPL
  • NVDA
  • NVDA
  • AMZN
Clear Street LLC's Q1 2025 Portfolio
Portfolio Value 11.3 Billion
Stocks 580
Filing on May 05, 2025 Q1 2025

National Mutual Insurance Federation Of Agricultural Cooperatives

  • IVV
  • VV
  • VOO
  • SPY
  • QQQ
  • VTI
  • QQQM
National Mutual Insurance Federation Of Agricultural Cooperatives's Q1 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 43