Money Flow

Who's quietly buying it

Filers

377 institutions on file

LUMINUS MANAGEMENT LLC
TRACKED
CIK 0001279151
$165.5M
AUM
24
positions
12
filings
latest Q1 2026
Luminvest Wealth Management LLC
TRACKED
CIK 0002036517
$430.3M
AUM
58
positions
2
filings
latest Q2 2026
Lummis Asset Management, LP
TRACKED
CIK 0002011652
—
AUM
—
positions
10
filings
latest Q1 2026
Lunate Capital Ltd
TRACKED
CIK 0002056786
$196.0M
AUM
10
positions
2
filings
latest Q2 2026
Lunate Holding RSC Ltd
TRACKED
CIK 0002009522
$210.9M
AUM
4
positions
1
filings
latest Q4 2024
Lunt Capital Management, Inc.
TRACKED
CIK 0001608034
$260.5M
AUM
97
positions
12
filings
latest Q1 2026
LUTS & GREENLEIGH GROUP, INC.
TRACKED
CIK 0001967844
$126.3M
AUM
89
positions
2
filings
latest Q1 2026
Lutz Financial Services LLC
TRACKED
CIK 0001737112
$1.49B
AUM
100
positions
2
filings
latest Q1 2026
Luxor Capital Group, LP
TRACKED
CIK 0001316580
$1.43B
AUM
42
positions
12
filings
latest Q1 2026
LVM CAPITAL MANAGEMENT LTD/MI
TRACKED
CIK 0001053054
$1.2M
AUM
163
positions
2
filings
latest Q2 2026
LVW Advisors, LLC
TRACKED
CIK 0001576053
$1.16B
AUM
462
positions
2
filings
latest Q2 2026
LVZ, Inc.
TRACKED
CIK 0001574408
$984.3M
AUM
177
positions
2
filings
latest Q2 2026
LWM ADVISORS INC
TRACKED
CIK 0002067328
$134.1M
AUM
37
positions
2
filings
latest Q2 2026
LWM Advisory Services, LLC
TRACKED
CIK 0001697716
$93.7M
AUM
76
positions
2
filings
latest Q1 2026
LWMG, LLC
TRACKED
CIK 0001964955
$526.1M
AUM
90
positions
2
filings
latest Q3 2024
LWS Wealth Advisors, Inc.
TRACKED
CIK 0001801634
$266.3M
AUM
65
positions
2
filings
latest Q4 2023
LYELL WEALTH MANAGEMENT, LP
TRACKED
CIK 0001686444
$1.36B
AUM
216
positions
12
filings
latest Q1 2026
Lykos Global Management, LP
TRACKED
CIK 0002009895
$30.4M
AUM
3
positions
2
filings
latest Q1 2026
Lynch Asset Management, Inc.
TRACKED
CIK 0001906719
$298.2M
AUM
51
positions
2
filings
latest Q1 2026
LYNCH & ASSOCIATES/IN
TRACKED
CIK 0001108965
$572.5M
AUM
129
positions
2
filings
latest Q2 2026
Lynch Investment Planning, LLC
TRACKED
CIK 0002110354
$130.2M
AUM
56
positions
3
filings
latest Q2 2026
Lynrock Lake LP
TRACKED
CIK 0001734341
$1.46B
AUM
27
positions
13
filings
latest Q1 2026
Lynwood Capital Management Inc.
TRACKED
CIK 0001846412
$16.9M
AUM
57
positions
2
filings
latest Q1 2024
LYNWOOD PRICE CAPITAL MANAGEMENT LP
TRACKED
CIK 0002046605
—
AUM
—
positions
2
filings
latest Q1 2026
Lynx1 Capital Management LP
TRACKED
CIK 0001910456
$632.7M
AUM
23
positions
2
filings
latest Q1 2026
Lynx Investment Advisory
TRACKED
CIK 0002028812
$305.2M
AUM
230
positions
2
filings
latest Q2 2026
LYRICAL ASSET MANAGEMENT LP
TRACKED
CIK 0001542302
$6.56B
AUM
39
positions
12
filings
latest Q1 2026

Page 8 of 8

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

LUMINUS MANAGEMENT LLC

Luminvest Wealth Management LLC

Lummis Asset Management, LP

Lunate Capital Ltd

Lunate Holding RSC Ltd

Lunt Capital Management, Inc.

LUTS & GREENLEIGH GROUP, INC.

Lutz Financial Services LLC

Luxor Capital Group, LP

LVM CAPITAL MANAGEMENT LTD/MI

LVW Advisors, LLC

LVZ, Inc.

LWM ADVISORS INC

LWM Advisory Services, LLC

LWMG, LLC

LWS Wealth Advisors, Inc.

LYELL WEALTH MANAGEMENT, LP

Lykos Global Management, LP

Lynch Asset Management, Inc.

LYNCH & ASSOCIATES/IN

Lynch Investment Planning, LLC

Lynrock Lake LP

Lynwood Capital Management Inc.

LYNWOOD PRICE CAPITAL MANAGEMENT LP

Lynx1 Capital Management LP

Lynx Investment Advisory

LYRICAL ASSET MANAGEMENT LP