Nestle SA (NSRGY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Douglas Lane & Associates, LLC

INCREASED

Shares1,011,074 from 1,004,276

Change+6,798 (+1%)

Value$91.8M (-$11.3M)

Filed 2026-10-09

Saybrook Capital

DECREASED

Shares76,653 from 76,804

Change-151 (0%)

Value$7.0M (-$928.4K)

Filed 2026-10-27

Moody Lynn Lieberson & Walker, LLC

INCREASED

Shares69,589 from 54,771

Change+14,818 (+27%)

Value$6.3M (+$692.9K)

Filed 2026-10-14

Ramsay, Stattman, Vela & Price, Inc.

DECREASED

Shares59,983 from 60,336

Change-353 (-1%)

Value$5.4M (-$750.6K)

Filed 2026-10-19

Mengis Capital Management, Inc.

INCREASED

Shares53,295 from 51,895

Change+1,400 (+3%)

Value$4.8M (-$491.0K)

Filed 2026-10-13

Boston Common Asset Management, LLC

INCREASED

Shares50,304 from 43,135

Change+7,169 (+17%)

Value$4.6M (+$137.1K)

Filed 2026-10-13

Generali Investments CEE, investicni spolecnost, a.s.

UNCHANGED

Shares37,160 from 37,160

Change0 (0%)

Value$3.8M ($0)

Filed 2026-10-15

Neville Rodie & Shaw Inc

DECREASED

Shares32,776 from 32,876

Change-100 (0%)

Value$3.0K (-$402)

Filed 2026-10-05

Henry James International Management Inc.

UNCHANGED

Shares30,495 from 30,495

Change0 (0%)

Value$2.8M (-$363.2K)

Filed 2026-10-14

Sentinel Trust Co LBA

UNCHANGED

Shares25,685 from 25,685

Change0 (0%)

Value$2.3K (-$306)

Filed 2026-11-03

Benedict Financial Advisors Inc

DECREASED

Shares24,403 from 24,585

Change-182 (-1%)

Value$2.2M (-$309.3K)

Filed 2026-10-07

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares21,328 from 23,583

Change-2,255 (-10%)

Value$1.9M (-$485.6K)

Filed 2026-10-23

Delta Capital Management LLC

INCREASED

Shares20,710 from 18,265

Change+2,445 (+13%)

Value$1.9K (+$5)

Filed 2026-10-16

Horrell Capital Management, Inc.

DECREASED

Shares19,288 from 20,154

Change-866 (-4%)

Value$1.8M (-$319.6K)

Filed 2026-10-08

Carret Asset Management, LLC

DECREASED

Shares15,001 from 16,901

Change-1,900 (-11%)

Value$1.4M (-$374.9K)

Filed 2026-11-04

Verity Asset Management, Inc.

DECREASED

Shares11,504 from 11,524

Change-20 (0%)

Value$1.0M (-$139.1K)

Filed 2026-10-30

Gamma Investing LLC

DECREASED

Shares9,694 from 11,797

Change-2,103 (-18%)

Value$880.0K (-$331.4K)

Filed 2026-10-08

Williams Jones Wealth Management, Llc.

DECREASED

Shares8,764 from 8,804

Change-40 (0%)

Value$795.6K (-$108.5K)

Filed 2026-11-05

Yousif Capital Management, LLC

INCREASED

Shares6,684 from 6,614

Change+70 (+1%)

Value$608.6K (-$72.6K)

Filed 2026-10-22

Ferguson Wellman Capital Management, Inc

DECREASED

Shares6,542 from 6,576

Change-34 (-1%)

Value$593.9K (-$81.4K)

Filed 2026-10-05

Magnolia Capital Management LTD

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$545 (-$71)

Filed 2026-10-09

Forbes J M & Co LLP

INCREASED

Shares5,892 from 5,780

Change+112 (+2%)

Value$534.9K (-$58.7K)

Filed 2026-10-16

S.A. Mason LLC

UNCHANGED

Shares5,748 from 5,748

Change0 (0%)

Value$521.8K (-$68.5K)

Filed 2026-10-13

Archer Investment Corp

UNCHANGED

Shares5,086 from 5,086

Change0 (0%)

Value$461.7K (-$60.6K)

Filed 2026-11-05

Cullen Investment Group, Ltd.

DECREASED

Shares4,718 from 5,038

Change-320 (-6%)

Value$431.1K (-$86.2K)

Filed 2026-10-13

Councilmark Asset Management, LLC

UNCHANGED

Shares4,517 from 4,517

Change0 (0%)

Value$410.1K (-$53.8K)

Filed 2026-10-20

Canopy Partners, LLC

INCREASED

Shares3,919 from 3,848

Change+71 (+2%)

Value$355.8K (-$39.4K)

Filed 2026-10-28

Farmers & Merchants Trust Co of Long Beach

INCREASED

Shares3,597 from 3,596

Change+1 (+0%)

Value$327.5K (-$42.9K)

Filed 2026-10-22

Lawson Kroeker Investment Management Inc

DECREASED

Shares3,505 from 3,630

Change-125 (-3%)

Value$319.1K (-$54.7K)

Filed 2026-10-22

Violich Capital Management, Inc.

DECREASED

Shares3,100 from 3,500

Change-400 (-11%)

Value$281.4K (-$78.0K)

Filed 2026-10-05

Alta Capital Management LLC/

DECREASED

Shares2,962 from 3,064

Change-102 (-3%)

Value$268.9K (-$45.8K)

Filed 2026-10-26

First Merchants Corp

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$245.8K (-$32.3K)

Filed 2026-10-15

Associated Banc-Corp

UNCHANGED

Shares2,646 from 2,646

Change0 (0%)

Value$240.9K (-$31.6K)

Filed 2026-10-30

Copeland Capital Management, LLC

NEW

Shares2,375

Change+2,375

Value$215.6K

Filed 2026-10-13

Ascentis Wealth Management, LLC

INCREASED

Shares2,088 from 1,110

Change+978 (+88%)

Value$189.5K (+$75.6K)

Filed 2026-11-03

RMG Wealth Management LLC

UNCHANGED

Shares1,891 from 1,891

Change0 (0%)

Value$195.8K (+$11.6K)

Filed 2026-10-26

Main Street Group, LTD

UNCHANGED

Shares813 from 813

Change0 (0%)

Value$73.8K (-$9.7K)

Filed 2026-10-28

Sawyer & Company, Inc

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$59.0K (-$7.7K)

Filed 2026-10-21

Westside Investment Management, Inc.

UNCHANGED

Shares439 from 439

Change0 (0%)

Value$39.6K (-$5.5K)

Filed 2026-11-02

Thompson Investment Management, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$36.3K (-$4.8K)

Filed 2026-10-14

General Partner, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$27.2K (-$3.6K)

Filed 2026-10-05

Ascentis Independent Advisors

NEW

Shares250

Change+250

Value$22.7K

Filed 2026-11-03

Gleason Group, Inc.

UNCHANGED

Shares219 from 219

Change0 (0%)

Value$19.9K (-$2.6K)

Filed 2026-10-15

Byrne Asset Management LLC

UNCHANGED

Shares215 from 215

Change0 (0%)

Value$19.3K (-$2.8K)

Filed 2026-10-06

Manitou Investment Management Ltd.

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$19.1K (-$2.5K)

Filed 2026-10-15

Sterling Capital Management LLC

DECREASED

Shares201 from 349

Change-148 (-42%)

Value$18.3K (-$17.6K)

Filed 2026-10-22

Burkett Financial Services, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$9.1K (-$1.2K)

Filed 2026-10-01

Horizon Financial Services, LLC

DECREASED

Shares71 from 135

Change-64 (-47%)

Value$6.4K (-$7.4K)

Filed 2026-11-04

Markowski Investments

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$4.6K (-$607)

Filed 2026-10-30

Richardson Financial Services Inc.

DECREASED

Shares7 from 10

Change-3 (-30%)

Value$635 (-$392)

Filed 2026-10-30

Moran Wealth Management, LLC

CLOSED

Shares0 from 83,480

Change-83,480 (-100%)

Value$0 (-$8.6M)

Filed 2026-10-22

Sky Investment Group LLC

CLOSED

Shares0 from 57,291

Change-57,291 (-100%)

Value$0 (-$5.9M)

Filed 2026-10-30

Kornitzer Capital Management Inc

CLOSED

Shares0 from 2,335

Change-2,335 (-100%)

Value$0 (-$240.5K)

Filed 2026-11-03

Old National Bancorp

CLOSED

Shares0 from 2,210

Change-2,210 (-100%)

Value$0 (-$227.6K)

Filed 2026-10-20

Deroy & Devereaux Private Investment Counsel Inc

CLOSED

Shares0 from 2,190

Change-2,190 (-100%)

Value$0 (-$225.0K)

Filed 2026-10-26

Salomon & Ludwin, LLC

CLOSED

Shares0 from 1,756

Change-1,756 (-100%)

Value$0 (-$180.5K)

Filed 2026-10-29

Canton Hathaway, LLC

CLOSED

Shares0 from 307

Change-307 (-100%)

Value$0 (-$31.5K)

Filed 2026-10-23

Kelleher Financial Advisors

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$30.8K)

Filed 2026-10-30

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 93

Change-93 (-100%)

Value$0 (-$9.5K)

Filed 2026-10-14

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-26

Gardner Russo & Quinn LLC

N/A

Shares— from 5,314,898

Change-5,314,898 (-100%)

Value—

Bristol John W & Co Inc

N/A

Shares— from 990,558

Change-990,558 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 528,186

Change-528,186 (-100%)

Value—

Douglass Winthrop Advisors, LLC

N/A

Shares— from 492,594

Change-492,594 (-100%)

Value—

Altrius Capital Management Inc

N/A

Shares— from 97,571

Change-97,571 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 78,232

Change-78,232 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 74,371

Change-74,371 (-100%)

Value—

Spinnaker Trust

N/A

Shares— from 60,593

Change-60,593 (-100%)

Value—

Bahl & Gaynor LLC

N/A

Shares— from 49,428

Change-49,428 (-100%)

Value—

Weik Capital Management

N/A

Shares— from 49,045

Change-49,045 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 48,725

Change-48,725 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 37,560

Change-37,560 (-100%)

Value—

Azimuth Capital Investment Management LLC

N/A

Shares— from 36,579

Change-36,579 (-100%)

Value—

Somerville Kurt F

N/A

Shares— from 20,171

Change-20,171 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 19,573

Change-19,573 (-100%)

Value—

Pettee Investors, Inc.

N/A

Shares— from 19,309

Change-19,309 (-100%)

Value—

Broderick Brian C

N/A

Shares— from 18,285

Change-18,285 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 18,270

Change-18,270 (-100%)

Value—

Beck Mack & Oliver LLC

N/A

Shares— from 17,570

Change-17,570 (-100%)

Value—

Raelipskie Partnership

N/A

Shares— from 17,557

Change-17,557 (-100%)

Value—

AR Asset Management Inc

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Delaney Dennis R

N/A

Shares— from 13,200

Change-13,200 (-100%)

Value—

Minot DeBlois Advisors LLC

N/A

Shares— from 8,969

Change-8,969 (-100%)

Value—

Elefante Mark B

N/A

Shares— from 8,030

Change-8,030 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 7,550

Change-7,550 (-100%)

Value—

Kelly Lawrence W & Associates Inc

N/A

Shares— from 5,945

Change-5,945 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 5,793

Change-5,793 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 4,672

Change-4,672 (-100%)

Value—

Hemenway Trust Co LLC

N/A

Shares— from 4,441

Change-4,441 (-100%)

Value—

Notis-McConarty Edward

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Kirtland Hills Capital Management, LLC

N/A

Shares— from 4,178

Change-4,178 (-100%)

Value—

Schulhoff & Co Inc

N/A

Shares— from 4,067

Change-4,067 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 3,597

Change-3,597 (-100%)

Value—

Select Asset Management & Trust

N/A

Shares— from 3,532

Change-3,532 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 3,231

Change-3,231 (-100%)

Value—

Pinnacle West Asset Management, Inc.

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

FCA Corp

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,695

Change-2,695 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Vaughan David Investments LLC

N/A

Shares— from 2,306

Change-2,306 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 2,250

Change-2,250 (-100%)

Value—

Resources Management Corp

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Lummis Asset Management, LP

N/A

Shares— from 1,781

Change-1,781 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 1,321

Change-1,321 (-100%)

Value—

First Command Advisory Services, Inc.

N/A

Shares— from 1,228

Change-1,228 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 1,075

Change-1,075 (-100%)

Value—

Estabrook Capital Management

N/A

Shares— from 1,058

Change-1,058 (-100%)

Value—

Cascades Capital Asset Management, LLC

N/A

Shares— from 1,019

Change-1,019 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 850

Change-850 (-100%)

Value—

Paradigm Asset Management Co LLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

Boyd Watterson Asset Management LLC

N/A

Shares— from 641

Change-641 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 563

Change-563 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 543

Change-543 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 177

Change-177 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 168

Change-168 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 105

Change-105 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 79

Change-79 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 76

Change-76 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 54

Change-54 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
Douglas Lane & Associates, LLC	INCREASED	1,011,074	1,004,276	+6,798	+1%	$103.1M	$91.8M	-$11.3M	2026-10-09
Saybrook Capital	DECREASED	76,653	76,804	-151	0%	$7.9M	$7.0M	-$928.4K	2026-10-27
Moody Lynn Lieberson & Walker, LLC	INCREASED	69,589	54,771	+14,818	+27%	$5.6M	$6.3M	+$692.9K	2026-10-14
Ramsay, Stattman, Vela & Price, Inc.	DECREASED	59,983	60,336	-353	-1%	$6.2M	$5.4M	-$750.6K	2026-10-19
Mengis Capital Management, Inc.	INCREASED	53,295	51,895	+1,400	+3%	$5.3M	$4.8M	-$491.0K	2026-10-13
Boston Common Asset Management, LLC	INCREASED	50,304	43,135	+7,169	+17%	$4.4M	$4.6M	+$137.1K	2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.	UNCHANGED	37,160	37,160	0	0%	$3.8M	$3.8M	$0	2026-10-15
Neville Rodie & Shaw Inc	DECREASED	32,776	32,876	-100	0%	$3.4K	$3.0K	-$402	2026-10-05
Henry James International Management Inc.	UNCHANGED	30,495	30,495	0	0%	$3.1M	$2.8M	-$363.2K	2026-10-14
Sentinel Trust Co LBA	UNCHANGED	25,685	25,685	0	0%	$2.6K	$2.3K	-$306	2026-11-03
Benedict Financial Advisors Inc	DECREASED	24,403	24,585	-182	-1%	$2.5M	$2.2M	-$309.3K	2026-10-07
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	21,328	23,583	-2,255	-10%	$2.4M	$1.9M	-$485.6K	2026-10-23
Delta Capital Management LLC	INCREASED	20,710	18,265	+2,445	+13%	$1.9K	$1.9K	+$5	2026-10-16
Horrell Capital Management, Inc.	DECREASED	19,288	20,154	-866	-4%	$2.1M	$1.8M	-$319.6K	2026-10-08
Carret Asset Management, LLC	DECREASED	15,001	16,901	-1,900	-11%	$1.7M	$1.4M	-$374.9K	2026-11-04
Verity Asset Management, Inc.	DECREASED	11,504	11,524	-20	0%	$1.2M	$1.0M	-$139.1K	2026-10-30
Gamma Investing LLC	DECREASED	9,694	11,797	-2,103	-18%	$1.2M	$880.0K	-$331.4K	2026-10-08
Williams Jones Wealth Management, Llc.	DECREASED	8,764	8,804	-40	0%	$904.1K	$795.6K	-$108.5K	2026-11-05
Yousif Capital Management, LLC	INCREASED	6,684	6,614	+70	+1%	$681.2K	$608.6K	-$72.6K	2026-10-22
Ferguson Wellman Capital Management, Inc	DECREASED	6,542	6,576	-34	-1%	$675.3K	$593.9K	-$81.4K	2026-10-05
Magnolia Capital Management LTD	UNCHANGED	6,000	6,000	0	0%	$616	$545	-$71	2026-10-09
Forbes J M & Co LLP	INCREASED	5,892	5,780	+112	+2%	$593.5K	$534.9K	-$58.7K	2026-10-16
S.A. Mason LLC	UNCHANGED	5,748	5,748	0	0%	$590.3K	$521.8K	-$68.5K	2026-10-13
Archer Investment Corp	UNCHANGED	5,086	5,086	0	0%	$522.3K	$461.7K	-$60.6K	2026-11-05
Cullen Investment Group, Ltd.	DECREASED	4,718	5,038	-320	-6%	$517.4K	$431.1K	-$86.2K	2026-10-13
Councilmark Asset Management, LLC	UNCHANGED	4,517	4,517	0	0%	$463.9K	$410.1K	-$53.8K	2026-10-20
Canopy Partners, LLC	INCREASED	3,919	3,848	+71	+2%	$395.2K	$355.8K	-$39.4K	2026-10-28
Farmers & Merchants Trust Co of Long Beach	INCREASED	3,597	3,596	+1	+0%	$370.4K	$327.5K	-$42.9K	2026-10-22
Lawson Kroeker Investment Management Inc	DECREASED	3,505	3,630	-125	-3%	$373.9K	$319.1K	-$54.7K	2026-10-22
Violich Capital Management, Inc.	DECREASED	3,100	3,500	-400	-11%	$359.4K	$281.4K	-$78.0K	2026-10-05
Alta Capital Management LLC/	DECREASED	2,962	3,064	-102	-3%	$314.6K	$268.9K	-$45.8K	2026-10-26
First Merchants Corp	UNCHANGED	2,700	2,700	0	0%	$278.1K	$245.8K	-$32.3K	2026-10-15
Associated Banc-Corp	UNCHANGED	2,646	2,646	0	0%	$272.5K	$240.9K	-$31.6K	2026-10-30
Copeland Capital Management, LLC	NEW	2,375	—	+2,375	—	—	$215.6K	—	2026-10-13
Ascentis Wealth Management, LLC	INCREASED	2,088	1,110	+978	+88%	$114.0K	$189.5K	+$75.6K	2026-11-03
RMG Wealth Management LLC	UNCHANGED	1,891	1,891	0	0%	$184.3K	$195.8K	+$11.6K	2026-10-26
Main Street Group, LTD	UNCHANGED	813	813	0	0%	$83.5K	$73.8K	-$9.7K	2026-10-28
Sawyer & Company, Inc	UNCHANGED	650	650	0	0%	$66.7K	$59.0K	-$7.7K	2026-10-21
Westside Investment Management, Inc.	UNCHANGED	439	439	0	0%	$45.1K	$39.6K	-$5.5K	2026-11-02
Thompson Investment Management, Inc.	UNCHANGED	400	400	0	0%	$41.1K	$36.3K	-$4.8K	2026-10-14
General Partner, Inc.	UNCHANGED	300	300	0	0%	$30.8K	$27.2K	-$3.6K	2026-10-05
Ascentis Independent Advisors	NEW	250	—	+250	—	—	$22.7K	—	2026-11-03
Gleason Group, Inc.	UNCHANGED	219	219	0	0%	$22.5K	$19.9K	-$2.6K	2026-10-15
Byrne Asset Management LLC	UNCHANGED	215	215	0	0%	$22.1K	$19.3K	-$2.8K	2026-10-06
Manitou Investment Management Ltd.	UNCHANGED	210	210	0	0%	$21.6K	$19.1K	-$2.5K	2026-10-15
Sterling Capital Management LLC	DECREASED	201	349	-148	-42%	$35.9K	$18.3K	-$17.6K	2026-10-22
Burkett Financial Services, LLC	UNCHANGED	100	100	0	0%	$10.3K	$9.1K	-$1.2K	2026-10-01
Horizon Financial Services, LLC	DECREASED	71	135	-64	-47%	$13.9K	$6.4K	-$7.4K	2026-11-04
Markowski Investments	UNCHANGED	51	51	0	0%	$5.2K	$4.6K	-$607	2026-10-30
Richardson Financial Services Inc.	DECREASED	7	10	-3	-30%	$1.0K	$635	-$392	2026-10-30
Moran Wealth Management, LLC	CLOSED	0	83,480	-83,480	-100%	$8.6M	$0	-$8.6M	2026-10-22
Sky Investment Group LLC	CLOSED	0	57,291	-57,291	-100%	$5.9M	$0	-$5.9M	2026-10-30
Kornitzer Capital Management Inc	CLOSED	0	2,335	-2,335	-100%	$240.5K	$0	-$240.5K	2026-11-03
Old National Bancorp	CLOSED	0	2,210	-2,210	-100%	$227.6K	$0	-$227.6K	2026-10-20
Deroy & Devereaux Private Investment Counsel Inc	CLOSED	0	2,190	-2,190	-100%	$225.0K	$0	-$225.0K	2026-10-26
Salomon & Ludwin, LLC	CLOSED	0	1,756	-1,756	-100%	$180.5K	$0	-$180.5K	2026-10-29
Canton Hathaway, LLC	CLOSED	0	307	-307	-100%	$31.5K	$0	-$31.5K	2026-10-23
Kelleher Financial Advisors	CLOSED	0	300	-300	-100%	$30.8K	$0	-$30.8K	2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	93	-93	-100%	$9.5K	$0	-$9.5K	2026-10-14
Vermillion Wealth Management, Inc.	CLOSED	0	47	-47	-100%	$4.8K	$0	-$4.8K	2026-10-26
Gardner Russo & Quinn LLC	N/A	—	5,314,898	-5,314,898	-100%	$545.8M	—	—	—
Bristol John W & Co Inc	N/A	—	990,558	-990,558	-100%	$101.7M	—	—	—
First Manhattan Co. Llc.	N/A	—	528,186	-528,186	-100%	$54.2M	—	—	—
Douglass Winthrop Advisors, LLC	N/A	—	492,594	-492,594	-100%	$50.6M	—	—	—
Altrius Capital Management Inc	N/A	—	97,571	-97,571	-100%	$10.0M	—	—	—
Hantz Financial Services, Inc.	N/A	—	78,232	-78,232	-100%	$8.0M	—	—	—
Rhumbline Advisers	N/A	—	74,371	-74,371	-100%	$7.6M	—	—	—
Spinnaker Trust	N/A	—	60,593	-60,593	-100%	$6.2M	—	—	—
Bahl & Gaynor LLC	N/A	—	49,428	-49,428	-100%	$5.1M	—	—	—
Weik Capital Management	N/A	—	49,045	-49,045	-100%	$5.0M	—	—	—
Boston Family Office LLC	N/A	—	48,725	-48,725	-100%	$5.0M	—	—	—
Ancora Advisors LLCA	N/A	—	37,560	-37,560	-100%	$3.9M	—	—	—
Azimuth Capital Investment Management LLC	N/A	—	36,579	-36,579	-100%	$3.8M	—	—	—
Somerville Kurt F	N/A	—	20,171	-20,171	-100%	$2.1M	—	—	—
Diversified Trust Co	N/A	—	19,573	-19,573	-100%	$2.0M	—	—	—
Pettee Investors, Inc.	N/A	—	19,309	-19,309	-100%	$2.0M	—	—	—
Broderick Brian C	N/A	—	18,285	-18,285	-100%	$1.9M	—	—	—
SIT Investment Associates Inc	N/A	—	18,270	-18,270	-100%	$1.9M	—	—	—
Beck Mack & Oliver LLC	N/A	—	17,570	-17,570	-100%	$1.8M	—	—	—
Raelipskie Partnership	N/A	—	17,557	-17,557	-100%	$1.8M	—	—	—
AR Asset Management Inc	N/A	—	17,000	-17,000	-100%	$1.7M	—	—	—
Delaney Dennis R	N/A	—	13,200	-13,200	-100%	$1.4M	—	—	—
Minot DeBlois Advisors LLC	N/A	—	8,969	-8,969	-100%	$921.0K	—	—	—
Elefante Mark B	N/A	—	8,030	-8,030	-100%	$824.6K	—	—	—
North Star Asset Management Inc	N/A	—	7,550	-7,550	-100%	$775.3K	—	—	—
Kelly Lawrence W & Associates Inc	N/A	—	5,945	-5,945	-100%	$612.3K	—	—	—
Navellier & Associates Inc	N/A	—	5,793	-5,793	-100%	$594.9K	—	—	—
Aristotle Capital Management, LLC	N/A	—	4,672	-4,672	-100%	$481.2K	—	—	—
Hemenway Trust Co LLC	N/A	—	4,441	-4,441	-100%	$456.0K	—	—	—
Notis-McConarty Edward	N/A	—	4,300	-4,300	-100%	$441.6K	—	—	—
Kirtland Hills Capital Management, LLC	N/A	—	4,178	-4,178	-100%	$429.0K	—	—	—
Schulhoff & Co Inc	N/A	—	4,067	-4,067	-100%	$418.9K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	3,932	-3,932	-100%	$403.8K	—	—	—
Madison Asset Management, LLC	N/A	—	3,597	-3,597	-100%	$369.4K	—	—	—
Select Asset Management & Trust	N/A	—	3,532	-3,532	-100%	$363.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	3,231	-3,231	-100%	$331.8K	—	—	—
Pinnacle West Asset Management, Inc.	N/A	—	2,920	-2,920	-100%	$300.0K	—	—	—
FCA Corp	N/A	—	2,750	-2,750	-100%	$282.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,695	-2,695	-100%	$276.7K	—	—	—
Keystone Financial Group	N/A	—	2,400	-2,400	-100%	$246.5K	—	—	—
Vaughan David Investments LLC	N/A	—	2,306	-2,306	-100%	$237.0K	—	—	—
DF Dent & Co Inc	N/A	—	2,250	-2,250	-100%	$231.1K	—	—	—
Resources Management Corp	N/A	—	2,200	-2,200	-100%	$225.9K	—	—	—
Lummis Asset Management, LP	N/A	—	1,781	-1,781	-100%	$181.7K	—	—	—
Monetary Management Group Inc	N/A	—	1,321	-1,321	-100%	$136.1K	—	—	—
First Command Advisory Services, Inc.	N/A	—	1,228	-1,228	-100%	$126.1K	—	—	—
Heritage Wealth Advisors	N/A	—	1,075	-1,075	-100%	$110.4K	—	—	—
Estabrook Capital Management	N/A	—	1,058	-1,058	-100%	$109.0K	—	—	—
Cascades Capital Asset Management, LLC	N/A	—	1,019	-1,019	-100%	$104.6K	—	—	—
Leo H. Evart, Inc.	N/A	—	850	-850	-100%	$87.3K	—	—	—
Paradigm Asset Management Co LLC	N/A	—	850	-850	-100%	$87.3K	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	641	-641	-100%	$66.0K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	563	-563	-100%	$57.8K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	543	-543	-100%	$55.8K	—	—	—
Front Row Advisors LLC	N/A	—	177	-177	-100%	$17.5K	—	—	—
Wellington-Altus USA Inc.	N/A	—	168	-168	-100%	$16.4K	—	—	—
Winch Advisory Services, LLC	N/A	—	140	-140	-100%	$14.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	105	-105	-100%	$10.8K	—	—	—
Coston, McIsaac & Partners	N/A	—	79	-79	-100%	$8	—	—	—
Ramirez Asset Management, Inc.	N/A	—	76	-76	-100%	$7.8K	—	—	—
Benson Wealth Management Inc	N/A	—	54	-54	-100%	$5.5K	—	—	—
McMillan Office, Inc.	N/A	—	25	-25	-100%	$2.6K	—	—	—

Showing 122 of 122 institutions