Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

681 institutions on file

Berkshire
TRACKED
CIK 0001067983
$263.10B
AUM
29
positions
16
filings
latest Q1 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA
TRACKED
CIK 0000949012
$2.33B
AUM
264
positions
12
filings
latest Q1 2026
BERKSHIRE CAPITAL HOLDINGS INC
TRACKED
CIK 0001133742
$277.2M
AUM
114
positions
12
filings
latest Q1 2026
Berkshire Money Management, Inc.
TRACKED
CIK 0001535172
$1.09B
AUM
56
positions
8
filings
latest Q2 2026
Berkshire Partners LLC
TRACKED
CIK 0001312988
$5.5M
AUM
1
positions
12
filings
latest Q1 2026
Berman McAleer LLC
TRACKED
CIK 0002094332
$863.7M
AUM
175
positions
2
filings
latest Q2 2026
Bernardo Wealth Planning LLC
TRACKED
CIK 0001765595
$585.4M
AUM
139
positions
8
filings
latest Q2 2026
Bernard Wealth Management Corp.
TRACKED
CIK 0002056313
$234.4M
AUM
360
positions
7
filings
latest Q1 2026
BERNZOTT CAPITAL ADVISORS
TRACKED
CIK 0001260468
$249.9M
AUM
35
positions
8
filings
latest Q2 2026
Berry Street Capital Management LLP
TRACKED
CIK 0001804007
$340.4M
AUM
26
positions
8
filings
latest Q3 2023
Berry Wealth Group, LP
TRACKED
CIK 0002008410
$26.8M
AUM
28
positions
2
filings
latest Q1 2026
BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C.
TRACKED
CIK 0001909372
—
AUM
1
positions
8
filings
latest Q4 2023
Beryl Capital Management LLC
TRACKED
CIK 0001719307
$109.7M
AUM
9
positions
12
filings
latest Q1 2026
BERYLSON CAPITAL PARTNERS, LLC
TRACKED
CIK 0001572664
$41.2M
AUM
21
positions
8
filings
latest Q3 2024
BESSEMER GROUP INC
TRACKED
CIK 0001054074
$63.6M
AUM
2,532
positions
13
filings
latest Q1 2026
BESSEMER SECURITIES LLC
TRACKED
CIK 0001023279
—
AUM
1
positions
8
filings
latest Q3 2024
Bestgate Wealth Advisors, LLC
TRACKED
CIK 0002055670
$55.4M
AUM
45
positions
2
filings
latest Q1 2026
Beta Wealth Group, Inc.
TRACKED
CIK 0001594417
$266.6M
AUM
114
positions
13
filings
latest Q2 2026
BETO FINANCIAL GROUP, LLC
TRACKED
CIK 0002104828
$170.9M
AUM
152
positions
2
filings
latest Q1 2026
Betterment LLC
TRACKED
CIK 0001633901
$52.8M
AUM
615
positions
12
filings
latest Q1 2026
Better Money Decisions, LLC
TRACKED
CIK 0001858428
$164.6M
AUM
74
positions
8
filings
latest Q2 2025
Better Way Financial, LLC
TRACKED
CIK 0001817720
$118.2M
AUM
9
positions
1
filings
latest Q2 2026
BetterWealth, LLC
TRACKED
CIK 0001911702
$565.3M
AUM
86
positions
8
filings
latest Q2 2026
Beutel, Goodman & Co Ltd.
TRACKED
CIK 0001361974
$14.8M
AUM
170
positions
14
filings
latest Q1 2026
Beverly Hills Private Wealth, LLC
TRACKED
CIK 0001965710
$600.3M
AUM
343
positions
8
filings
latest Q1 2026
Bey-Douglas LLC
TRACKED
CIK 0002011271
$114.6M
AUM
56
positions
10
filings
latest Q1 2026
BFAM Partners (Cayman) Ltd
TRACKED
CIK 0001639101
$44,000
AUM
1
positions
8
filings
latest Q3 2024
BFI Infinity Ltd.
TRACKED
CIK 0002043810
$336.7M
AUM
63
positions
2
filings
latest Q2 2026
BFI Wealth Solutions, LLC
TRACKED
CIK 0002110651
$104.3M
AUM
75
positions
2
filings
latest Q1 2026
BFSG, LLC
TRACKED
CIK 0001706836
$1.13B
AUM
765
positions
8
filings
latest Q2 2026
BG Investment Services, LLC
TRACKED
CIK 0001873989
$120.5M
AUM
48
positions
8
filings
latest Q1 2026
B Group, Inc.
TRACKED
CIK 0002043476
$134.9M
AUM
20
positions
6
filings
latest Q1 2026
BHK Investment Advisors, LLC
TRACKED
CIK 0001710539
$334.7M
AUM
79
positions
8
filings
latest Q2 2026
BHZ CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001618872
—
AUM
1
positions
8
filings
latest Q2 2024
BI Asset Management Fondsmaeglerselskab A/S
TRACKED
CIK 0001778131
—
AUM
—
positions
8
filings
latest Q1 2026
B&I Capital AG
TRACKED
CIK 0001843527
$294.1M
AUM
24
positions
12
filings
latest Q1 2026
Biechele Royce Advisors
TRACKED
CIK 0001730808
$303,379
AUM
55
positions
8
filings
latest Q3 2024
Bienville Capital Management, LLC
TRACKED
CIK 0001605070
$550.0M
AUM
73
positions
12
filings
latest Q1 2026
Bigelow Investment Advisors, LLC
TRACKED
CIK 0001729516
$249.8M
AUM
153
positions
8
filings
latest Q1 2026
BIGLARI CAPITAL CORP.
TRACKED
CIK 0001334429
$929.4M
AUM
12
positions
12
filings
latest Q1 2026
BIGLARI, SARDAR
TRACKED
CIK 0001334430
$50.9M
AUM
10
positions
12
filings
latest Q1 2026
BigSur Wealth Management LLC
TRACKED
CIK 0001659171
$415.5M
AUM
169
positions
8
filings
latest Q2 2026
Bill Few Associates, Inc.
TRACKED
CIK 0001914644
$470.0M
AUM
225
positions
8
filings
latest Q2 2026
Bill & Melinda Gates Foundation
TRACKED
CIK 0001663801
$83.7M
AUM
5
positions
8
filings
latest Q3 2024
Biltmore Family Office, LLC
TRACKED
CIK 0001731123
$715.5M
AUM
325
positions
12
filings
latest Q1 2026
Biltmore Wealth Management, LLC
TRACKED
CIK 0001598102
$320.4M
AUM
58
positions
8
filings
latest Q2 2026
BINGHAM PRIVATE WEALTH, LLC
TRACKED
CIK 0002063211
$126.0M
AUM
164
positions
5
filings
latest Q1 2026
Binnacle Investments Inc
TRACKED
CIK 0002060308
—
AUM
—
positions
2
filings
latest Q3 2025
Biondo Investment Advisors, LLC
TRACKED
CIK 0001455176
$779.9M
AUM
82
positions
12
filings
latest Q1 2026
BIOS Capital Management, LP
TRACKED
CIK 0001813845
$52.9M
AUM
6
positions
7
filings
latest Q1 2026

Berkshire
TRACKED
CIK 0001067983
$263.10B
AUM
29
positions
16
filings
latest Q1 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA
TRACKED
CIK 0000949012
$2.33B
AUM
264
positions
12
filings
latest Q1 2026
BERKSHIRE CAPITAL HOLDINGS INC
TRACKED
CIK 0001133742
$277.2M
AUM
114
positions
12
filings
latest Q1 2026
Berkshire Money Management, Inc.
TRACKED
CIK 0001535172
$1.09B
AUM
56
positions
8
filings
latest Q2 2026
Berkshire Partners LLC
TRACKED
CIK 0001312988
$5.5M
AUM
1
positions
12
filings
latest Q1 2026
Berman McAleer LLC
TRACKED
CIK 0002094332
$863.7M
AUM
175
positions
2
filings
latest Q2 2026
Bernardo Wealth Planning LLC
TRACKED
CIK 0001765595
$585.4M
AUM
139
positions
8
filings
latest Q2 2026
Bernard Wealth Management Corp.
TRACKED
CIK 0002056313
$234.4M
AUM
360
positions
7
filings
latest Q1 2026
BERNZOTT CAPITAL ADVISORS
TRACKED
CIK 0001260468
$249.9M
AUM
35
positions
8
filings
latest Q2 2026
Berry Street Capital Management LLP
TRACKED
CIK 0001804007
$340.4M
AUM
26
positions
8
filings
latest Q3 2023
Berry Wealth Group, LP
TRACKED
CIK 0002008410
$26.8M
AUM
28
positions
2
filings
latest Q1 2026
BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C.
TRACKED
CIK 0001909372
—
AUM
1
positions
8
filings
latest Q4 2023
Beryl Capital Management LLC
TRACKED
CIK 0001719307
$109.7M
AUM
9
positions
12
filings
latest Q1 2026
BERYLSON CAPITAL PARTNERS, LLC
TRACKED
CIK 0001572664
$41.2M
AUM
21
positions
8
filings
latest Q3 2024
BESSEMER GROUP INC
TRACKED
CIK 0001054074
$63.6M
AUM
2,532
positions
13
filings
latest Q1 2026
BESSEMER SECURITIES LLC
TRACKED
CIK 0001023279
—
AUM
1
positions
8
filings
latest Q3 2024
Bestgate Wealth Advisors, LLC
TRACKED
CIK 0002055670
$55.4M
AUM
45
positions
2
filings
latest Q1 2026
Beta Wealth Group, Inc.
TRACKED
CIK 0001594417
$266.6M
AUM
114
positions
13
filings
latest Q2 2026
BETO FINANCIAL GROUP, LLC
TRACKED
CIK 0002104828
$170.9M
AUM
152
positions
2
filings
latest Q1 2026
Betterment LLC
TRACKED
CIK 0001633901
$52.8M
AUM
615
positions
12
filings
latest Q1 2026
Better Money Decisions, LLC
TRACKED
CIK 0001858428
$164.6M
AUM
74
positions
8
filings
latest Q2 2025
Better Way Financial, LLC
TRACKED
CIK 0001817720
$118.2M
AUM
9
positions
1
filings
latest Q2 2026
BetterWealth, LLC
TRACKED
CIK 0001911702
$565.3M
AUM
86
positions
8
filings
latest Q2 2026
Beutel, Goodman & Co Ltd.
TRACKED
CIK 0001361974
$14.8M
AUM
170
positions
14
filings
latest Q1 2026
Beverly Hills Private Wealth, LLC
TRACKED
CIK 0001965710
$600.3M
AUM
343
positions
8
filings
latest Q1 2026
Bey-Douglas LLC
TRACKED
CIK 0002011271
$114.6M
AUM
56
positions
10
filings
latest Q1 2026
BFAM Partners (Cayman) Ltd
TRACKED
CIK 0001639101
$44,000
AUM
1
positions
8
filings
latest Q3 2024
BFI Infinity Ltd.
TRACKED
CIK 0002043810
$336.7M
AUM
63
positions
2
filings
latest Q2 2026
BFI Wealth Solutions, LLC
TRACKED
CIK 0002110651
$104.3M
AUM
75
positions
2
filings
latest Q1 2026
BFSG, LLC
TRACKED
CIK 0001706836
$1.13B
AUM
765
positions
8
filings
latest Q2 2026
BG Investment Services, LLC
TRACKED
CIK 0001873989
$120.5M
AUM
48
positions
8
filings
latest Q1 2026
B Group, Inc.
TRACKED
CIK 0002043476
$134.9M
AUM
20
positions
6
filings
latest Q1 2026
BHK Investment Advisors, LLC
TRACKED
CIK 0001710539
$334.7M
AUM
79
positions
8
filings
latest Q2 2026
BHZ CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001618872
—
AUM
1
positions
8
filings
latest Q2 2024
BI Asset Management Fondsmaeglerselskab A/S
TRACKED
CIK 0001778131
—
AUM
—
positions
8
filings
latest Q1 2026
B&I Capital AG
TRACKED
CIK 0001843527
$294.1M
AUM
24
positions
12
filings
latest Q1 2026
Biechele Royce Advisors
TRACKED
CIK 0001730808
$303,379
AUM
55
positions
8
filings
latest Q3 2024
Bienville Capital Management, LLC
TRACKED
CIK 0001605070
$550.0M
AUM
73
positions
12
filings
latest Q1 2026
Bigelow Investment Advisors, LLC
TRACKED
CIK 0001729516
$249.8M
AUM
153
positions
8
filings
latest Q1 2026
BIGLARI CAPITAL CORP.
TRACKED
CIK 0001334429
$929.4M
AUM
12
positions
12
filings
latest Q1 2026
BIGLARI, SARDAR
TRACKED
CIK 0001334430
$50.9M
AUM
10
positions
12
filings
latest Q1 2026
BigSur Wealth Management LLC
TRACKED
CIK 0001659171
$415.5M
AUM
169
positions
8
filings
latest Q2 2026
Bill Few Associates, Inc.
TRACKED
CIK 0001914644
$470.0M
AUM
225
positions
8
filings
latest Q2 2026
Bill & Melinda Gates Foundation
TRACKED
CIK 0001663801
$83.7M
AUM
5
positions
8
filings
latest Q3 2024
Biltmore Family Office, LLC
TRACKED
CIK 0001731123
$715.5M
AUM
325
positions
12
filings
latest Q1 2026
Biltmore Wealth Management, LLC
TRACKED
CIK 0001598102
$320.4M
AUM
58
positions
8
filings
latest Q2 2026
BINGHAM PRIVATE WEALTH, LLC
TRACKED
CIK 0002063211
$126.0M
AUM
164
positions
5
filings
latest Q1 2026
Binnacle Investments Inc
TRACKED
CIK 0002060308
—
AUM
—
positions
2
filings
latest Q3 2025
Biondo Investment Advisors, LLC
TRACKED
CIK 0001455176
$779.9M
AUM
82
positions
12
filings
latest Q1 2026
BIOS Capital Management, LP
TRACKED
CIK 0001813845
$52.9M
AUM
6
positions
7
filings
latest Q1 2026

Page 6 of 14

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Berkshire

BERKSHIRE ASSET MANAGEMENT LLC/PA

BERKSHIRE CAPITAL HOLDINGS INC

Berkshire Money Management, Inc.

Berkshire Partners LLC

Berman McAleer LLC

Bernardo Wealth Planning LLC

Bernard Wealth Management Corp.

BERNZOTT CAPITAL ADVISORS

Berry Street Capital Management LLP

Berry Wealth Group, LP

BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C.

Beryl Capital Management LLC

BERYLSON CAPITAL PARTNERS, LLC

BESSEMER GROUP INC

BESSEMER SECURITIES LLC

Bestgate Wealth Advisors, LLC

Beta Wealth Group, Inc.

BETO FINANCIAL GROUP, LLC

Betterment LLC

Better Money Decisions, LLC

Better Way Financial, LLC

BetterWealth, LLC

Beutel, Goodman & Co Ltd.

Beverly Hills Private Wealth, LLC

Bey-Douglas LLC

BFAM Partners (Cayman) Ltd

BFI Infinity Ltd.

BFI Wealth Solutions, LLC

BFSG, LLC

BG Investment Services, LLC

B Group, Inc.

BHK Investment Advisors, LLC

BHZ CAPITAL MANAGEMENT, LP

BI Asset Management Fondsmaeglerselskab A/S

B&I Capital AG

Biechele Royce Advisors

Bienville Capital Management, LLC

Bigelow Investment Advisors, LLC

BIGLARI CAPITAL CORP.

BIGLARI, SARDAR

BigSur Wealth Management LLC

Bill Few Associates, Inc.

Bill & Melinda Gates Foundation

Biltmore Family Office, LLC

Biltmore Wealth Management, LLC

BINGHAM PRIVATE WEALTH, LLC

Binnacle Investments Inc

Biondo Investment Advisors, LLC

BIOS Capital Management, LP