13F filers starting with M

619 institutional investment managers, showing 501–619. Portfolio value and holdings are from each manager’s latest SEC Form 13F-HR filing.

Fund13F valueHoldingsLatest

Monte Financial Group, LLC$312.2M · 102 holdings · Q2 2026$312.2M102Q2 2026
Montecito Bank & Trust$668.4M · 271 holdings · Q2 2026$668.4M271Q2 2026
Montgomery Financial Services LLC$115.0M · 334 holdings · Q2 2026$115.0M334Q2 2026
MONTGOMERY INVESTMENT MANAGEMENT INC$329.5M · 108 holdings · Q2 2026$329.5M108Q2 2026
Montis Financial, LLC$489.1M · 152 holdings · Q2 2026$489.1M152Q2 2026
MONTRUSCO BOLTON INVESTMENTS INC.$6.5B · 80 holdings · Q2 2026$6.5B80Q2 2026
MontVue Capital Management, Inc.$173.8M · 78 holdings · Q2 2026$173.8M78Q2 2026
Montz Harcus Wealth Management LLC$281.0M · 100 holdings · Q2 2026$281.0M100Q2 2026
Monument Capital Management$497.2M · 262 holdings · Q2 2026$497.2M262Q2 2026
Monument Group Wealth Advisors, LLC$208.3M · 44 holdings · Q2 2026$208.3M44Q2 2026
MOODY ALDRICH PARTNERS LLC$556.6M · 175 holdings · Q2 2026$556.6M175Q2 2026
MOODY LYNN & LIEBERSON, LLC$1.9B · 264 holdings · Q2 2026$1.9B264Q2 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B · 496 holdings · Q2 2026$1.2B496Q2 2026
MOON CAPITAL MANAGEMENT LP$148.1M · 14 holdings · Q2 2026$148.1M14Q2 2026
MOORE CAPITAL MANAGEMENT, LP$6.7B · 745 holdings · Q2 2026$6.7B745Q2 2026
Moors & Cabot, Inc.$2.6B · 961 holdings · Q2 2026$2.6B961Q2 2026
MOR Wealth Management, LLC$251.2M · 122 holdings · Q2 2026$251.2M122Q2 2026
Moran Wealth Management, LLC$3.7B · 491 holdings · Q2 2026$3.7B491Q2 2026
Morangie Management LLC$120.4M · 34 holdings · Q2 2026$120.4M34Q2 2026
Morey & Quinn Wealth Partners, LLC$155.5M · 143 holdings · Q2 2026$155.5M143Q2 2026
Morgan Creek Capital Management, LLC$148.4M · 15 holdings · Q2 2026$148.4M15Q2 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$233.4M · 122 holdings · Q2 2026$233.4M122Q2 2026
MORGAN STANLEY$1.9T · 8,402 holdings · Q2 2026$1.9T8,402Q2 2026
Morgan Stanley Institutional Investment Advisors LLC$1.1B · 5 holdings · Q2 2026$1.1B5Q2 2026
MorganRosel Wealth Management, LLC$296.3M · 104 holdings · Q2 2026$296.3M104Q2 2026
MORGENS WATERFALL VINTIADIS & CO INC$131.2M · 18 holdings · Q2 2026$131.2M18Q2 2026
Mork Capital Management, LLC$156.3M · 104 holdings · Q2 2026$156.3M104Q2 2026
Morling Financial Advisors, LLC$360.0M · 123 holdings · Q2 2026$360.0M123Q2 2026
Morningstar Investment Management LLC$1.6B · 317 holdings · Q2 2026$1.6B317Q2 2026
MORRIS FINANCIAL CONCEPTS, INC.$326.1M · 204 holdings · Q2 2026$326.1M204Q2 2026
Morse Asset Management, Inc$603.8M · 415 holdings · Q2 2026$603.8M415Q2 2026
Morton Brown Family Wealth, LLC$441.1M · 416 holdings · Q2 2026$441.1M416Q2 2026
Morton Capital Management LLC/CA$731.3M · 160 holdings · Q2 2026$731.3M160Q2 2026
MORTON COMMUNITY BANK$491.0M · 120 holdings · Q2 2026$491.0M120Q2 2026
Mosaic Advisors LLC$74.5M · 35 holdings · Q2 2026$74.5M35Q2 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC$1.5B · 431 holdings · Q2 2026$1.5B431Q2 2026
MOSAIC FINANCIAL GROUP, LLC$156.4M · 134 holdings · Q2 2026$156.4M134Q2 2026
MOSELEY INVESTMENT MANAGEMENT INC$313.8M · 163 holdings · Q1 2026$313.8M163Q1 2026
Mosley Wealth Management$314.3M · 781 holdings · Q2 2026$314.3M781Q2 2026
Moss Adams Wealth Advisors LLC$1.6B · 307 holdings · Q2 2026$1.6B307Q2 2026
MOTCO$1.2B · 840 holdings · Q2 2026$1.2B840Q2 2026
Motiv8 Investments LLC$165.5M · 1,068 holdings · Q4 2025$165.5M1,068Q4 2025
MOTIVE WEALTH ADVISORS$243.2M · 96 holdings · Q2 2026$243.2M96Q2 2026
Motley Fool Asset Management LLC$2.6B · 249 holdings · Q2 2026$2.6B249Q2 2026
Motley Fool Wealth Management, LLC$6.6M · 19 holdings · Q2 2026$6.6M19Q2 2026
MOULTON WEALTH MANAGEMENT, INC$152.1M · 66 holdings · Q2 2026$152.1M66Q2 2026
Mount Capital Ltd$265.0M · 17 holdings · Q2 2026$265.0M17Q2 2026
Mount Lucas Management LP$280.7M · 166 holdings · Q2 2026$280.7M166Q2 2026
MOUNT VERNON ASSOCIATES INC /MD/$153.4M · 62 holdings · Q2 2026$153.4M62Q2 2026
Mount Yale Investment Advisors, LLC$5.4B · 1,202 holdings · Q2 2026$5.4B1,202Q2 2026
Mountain Capital Investment Advisors Inc.$702.2M · 95 holdings · Q2 2026$702.2M95Q2 2026
Mountain Capital Management, LLC— · 1 holdings · Q2 2026—1Q2 2026
Mountain Hill Investment Partners Corp.$176.5M · 195 holdings · Q2 2026$176.5M195Q2 2026
Mountain Lake Investment Management LLC$160.6M · 31 holdings · Q2 2026$160.6M31Q2 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$635.4M · 146 holdings · Q2 2026$635.4M146Q2 2026
Mountaineer Partners Management, LLC$132.0M · 11 holdings · Q2 2026$132.0M11Q2 2026
Mowery & Schoenfeld Wealth Management, LLC$73.4M · 363 holdings · Q2 2026$73.4M363Q2 2026
MOZAYYX MANAGEMENT LLC$103.9M · 19 holdings · Q2 2026$103.9M19Q2 2026
MPM ASSET MANAGEMENT LLC$44.5M · 4 holdings · Q3 2025$44.5M4Q3 2025
MPM BioImpact LLC$1.6B · 37 holdings · Q2 2026$1.6B37Q2 2026
MPS Loria Financial Planners, LLC$435.0M · 91 holdings · Q2 2026$435.0M91Q2 2026
MPWM ADVISORY SOLUTIONS, LLC$218.4M · 571 holdings · Q2 2026$218.4M571Q2 2026
MQS Management LLC$81.9M · 253 holdings · Q2 2026$81.9M253Q2 2026
MRA Advisory Group$275.8M · 159 holdings · Q2 2026$275.8M159Q2 2026
Mraz, Amerine & Associates, Inc.$697.1M · 199 holdings · Q2 2026$697.1M199Q2 2026
MRP Capital Investments, LLC$135.7M · 223 holdings · Q2 2026$135.7M223Q2 2026
MRWM Advisors, LLC$243.3M · 80 holdings · Q2 2026$243.3M80Q2 2026
MSA Advisors, LLC$388.6M · 43 holdings · Q2 2026$388.6M43Q2 2026
MSD CAPITAL, L.P.$101.8M · 3 holdings · Q2 2026$101.8M3Q2 2026
MSD Partners, L.P.$76.8M · 9 holdings · Q2 2026$76.8M9Q2 2026
MSH Capital Advisors LLC$575.0M · 320 holdings · Q2 2026$575.0M320Q2 2026
MSOP GP, L.L.C.$439.3M · 3 holdings · Q4 2025$439.3M3Q4 2025
MSRH, LLC$112.9M · 29 holdings · Q1 2026$112.9M29Q1 2026
MTC Wealth Management LLC$222.9M · 14 holdings · Q2 2026$222.9M14Q2 2026
MTCO Ltd.$271.3M · 4 holdings · Q2 2026$271.3M4Q2 2026
MTM FINANCIAL GROUP, LLC$233.4M · 95 holdings · Q2 2026$233.4M95Q2 2026
MTM Investment Management, LLC$350.5M · 708 holdings · Q2 2026$350.5M708Q2 2026
Mubadala Investment Co PJSC$34.8B · 72 holdings · Q2 2026$34.8B72Q2 2026
Mudita Advisors LLP$481.0M · 24 holdings · Q2 2026$481.0M24Q2 2026
Mudrick Capital Management, L.P.$447.9M · 4 holdings · Q2 2026$447.9M4Q2 2026
Mueller Wealth, LLC$146.9M · 18 holdings · Q2 2026$146.9M18Q2 2026
MUFG Bank, Ltd.$3.6B · 7 holdings · Q2 2026$3.6B7Q2 2026
MUFG SECURITIES (CANADA), LTD.$3.7B · 43 holdings · Q2 2026$3.7B43Q2 2026
MUFG SECURITIES AMERICAS INC.$1.9B · 506 holdings · Q2 2026$1.9B506Q2 2026
MUFG Securities EMEA plc$9.5B · 575 holdings · Q2 2026$9.5B575Q2 2026
MUHLENKAMP & CO INC$345.3M · 28 holdings · Q2 2026$345.3M28Q2 2026
MUIRFIELD WEALTH ADVISORS LLC$153.2M · 87 holdings · Q2 2026$153.2M87Q2 2026
Mullaney, Keating & Wright, Inc.$206.8M · 74 holdings · Q2 2026$206.8M74Q2 2026
Mullooly Asset Management, Inc.$324.9M · 60 holdings · Q2 2026$324.9M60Q2 2026
Multicoin Capital Management, LLC$165.1M · 2 holdings · Q2 2026$165.1M2Q2 2026
Munich Reinsurance Co Stock Corp in Munich$4.6B · 164 holdings · Q2 2026$4.6B164Q2 2026
Municipal Employees' Retirement System of Michigan$9.1B · 30 holdings · Q2 2026$9.1B30Q2 2026
Munro Partners$4.5B · 61 holdings · Q2 2026$4.5B61Q2 2026
Murchinson Ltd.$724.8M · 125 holdings · Q2 2026$724.8M125Q2 2026
Murphy & Mullick Capital Management Corp$161.2M · 666 holdings · Q2 2026$161.2M666Q2 2026
Murphy Pohlad Asset Management LLC$287.1M · 135 holdings · Q2 2026$287.1M135Q2 2026
Murphy, Middleton, Hinkle & Parker, Inc.$246.1M · 140 holdings · Q2 2026$246.1M140Q2 2026
Mustard Seed Financial, LLC$192.5M · 97 holdings · Q2 2026$192.5M97Q2 2026
MUSTICO FINANCIAL GROUP, INC.$154.0M · 49 holdings · Q2 2026$154.0M49Q2 2026
Mutual Advisors, LLC$5.3B · 1,392 holdings · Q2 2026$5.3B1,392Q2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.3B · 1,449 holdings · Q2 2026$10.3B1,449Q2 2026
Muzinich & Co., Inc.$292.7M · 38 holdings · Q2 2026$292.7M38Q2 2026
MV CAPITAL MANAGEMENT, INC.$1.1B · 1,278 holdings · Q2 2026$1.1B1,278Q2 2026
MVM Partners, LLC$1.9M · 1 holdings · Q2 2026$1.9M1Q2 2026
MW ADVISORY, LLC$250.3M · 139 holdings · Q2 2026$250.3M139Q2 2026
MWA Asset Management$221.3M · 129 holdings · Q2 2026$221.3M129Q2 2026
MWG Caph Ltd$72.4M · 3 holdings · Q4 2025$72.4M3Q4 2025
MWG GP LLC$14K · 1 holdings · Q4 2014$14K1Q4 2014
MWG Management Ltd.$81.3M · 3 holdings · Q3 2025$81.3M3Q3 2025
My Personal CFO, LLC$256.2M · 91 holdings · Q2 2026$256.2M91Q2 2026
My Portfolio Guide, LLC$180.8M · 166 holdings · Q1 2026$180.8M166Q1 2026
MY Wealth Management Inc.$142.0M · 46 holdings · Q2 2026$142.0M46Q2 2026
MY.Alpha Management HK Advisors Ltd$259.6M · 9 holdings · Q2 2026$259.6M9Q2 2026
MYCIO WEALTH PARTNERS, LLC$535.0M · 49 holdings · Q2 2026$535.0M49Q2 2026
MYDA Advisors LLC$671.9M · 181 holdings · Q2 2026$671.9M181Q2 2026
MYECFO, LLC$265.0M · 73 holdings · Q2 2026$265.0M73Q2 2026
Myriad Asset Management Advisors LLC$423.8M · 49 holdings · Q2 2026$423.8M49Q2 2026
Myriad Asset Management US LP$72.4M · 52 holdings · Q2 2026$72.4M52Q2 2026
Mystic Asset Management, Inc.$467.9M · 225 holdings · Q2 2026$467.9M225Q2 2026