Filing Research | BSY - BENTLEY SYS INC Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	9.0MSH	$269.0M
2	Farther Finance Advisors, LLC	Shares	244.2KSH	$7.3M
3	Legacy Advisors, LLC	Shares	194.6KSH	$5.8M
4	JOHNSON INVESTMENT COUNSEL INC	Shares	81.8KSH	$2.4M
5	Police & Firemen's Retirement System of New Jersey	Shares	74.2KSH	$2.2M
6	LBP AM SA	Shares	62.3KSH	$1.9M
7	Covea Finance	Shares	59.3KSH	$1.8M
8	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	50.0KSH	$1.5M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	44.5KSH	$1.3M
10	Louisiana State Employees Retirement System	Shares	43.6KSH	$1.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.9KSH	$1.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	35.7KSH	$1.1M
13	Sierra Legacy Group	Shares	33.3KSH	$994.6K
14	Benchmark Financial, LLC	Shares	27.2KSH	$812.1K
15	Value Partners Investments Inc.	Shares	20.2KSH	$602.8K
16	Vest Financial, LLC	Shares	19.1KSH	$569.4K
17	Crossmark Global Holdings, Inc.	Shares	13.4KSH	$399.2K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.4KSH	$362.0K
19	SECURIAN ASSET MANAGEMENT, INC	Shares	11.0KSH	$355.3K
20	Trium Capital LLP	Shares	10.9KSH	$326.0K
21	DAVENPORT & Co LLC	Shares	9.3KSH	$277.9K
22	Berman McAleer LLC	Shares	6.7KSH	$200.3K
23	DARA CAPITAL US, INC.	Shares	4.6KSH	$137.7K
24	GAMMA Investing LLC	Shares	4.2KSH	$124.4K
25	SIGNATUREFD, LLC	Shares	2.2KSH	$67.0K
26	HM PAYSON & CO	Shares	2.0KSH	$60.3K
27	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	1.6KSH	$49.0K
28	Owl Creek Wealth Partners LLC	Shares	1.2KSH	$37.2K
29	Curated Wealth Partners LLC	Shares	25.3KSH	$32.9K
30	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$32.0K
31	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.0KSH	$30.4K
32	Blue Trust, Inc.	Shares	912SH	$27.3K
33	MassMutual Private Wealth & Trust, FSB	Shares	611SH	$18.3K
34	Bogart Wealth, LLC	Shares	492SH	$14.7K
35	Mirae Asset Global Investments Co., Ltd.	Shares	370SH	$11.1K
36	Allied Private Wealth LLC	Shares	349SH	$11.0K
37	ENTRUST FINANCIAL LLC	Shares	315SH	$9.4K
38	CoreCap Advisors, LLC	Shares	306SH	$9.1K
39	Arlington Trust Co LLC	Shares	260SH	$7.8K
40	IFP Advisors, Inc	Shares	254SH	$7.6K
41	SJS Investment Consulting Inc.	Shares	251SH	$7.5K
42	AdvisorNet Financial, Inc	Shares	155SH	$4.6K
43	Sachetta, LLC	Shares	140SH	$4.2K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	125SH	$3.7K
45	High Note Wealth, LLC	Shares	102SH	$3.0K
46	WOLFF WIESE MAGANA LLC	Shares	84SH	$2.5K
47	AMALGAMATED BANK	Shares	67.5KSH	$2.0K
48	State of Alaska, Department of Revenue	Shares	67.0KSH	$2.0K
49	Marquette Asset Management, LLC	Shares	64SH	$1.9K
50	Signature Resources Capital Management, LLC	Shares	60SH	$1.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 89 loaded

#		Instrument
1	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+44.5K	+$1.3M	$1.3M
2	Benchmark Financial, LLC added	Shares	+16.6K	+$440.1K	$812.1K
3	Trium Capital LLP new	Shares	+10.9K	+$326.0K	$326.0K
4	Vest Financial, LLC added	Shares	+9.3K	+$227.2K	$569.4K
5	Sierra Legacy Group added	Shares	+10.9K	+$209.7K	$994.6K
6	Curated Wealth Partners LLC new	Shares	+25.3K	+$32.9K	$32.9K
7	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.0K	+$30.4K	$30.4K
8	Owl Creek Wealth Partners LLC added	Shares	+1.0K	+$29.7K	$37.2K
9	DARA CAPITAL US, INC. added	Shares	+1.3K	+$20.6K	$137.7K
10	Bogart Wealth, LLC added	Shares	+491	+$14.7K	$14.7K
11	SJS Investment Consulting Inc. added	Shares	+244	+$7.3K	$7.5K
12	Arlington Trust Co LLC added	Shares	+150	+$3.9K	$7.8K
13	Sachetta, LLC added	Shares	+121	+$3.5K	$4.2K
14	High Note Wealth, LLC new	Shares	+102	+$3.0K	$3.0K
15	BARRETT & COMPANY, INC. new	Shares	+50	+$1.5K	$1.5K
16	Activest Wealth Management new	Shares	+32	+$956	$956
17	Wealth Enhancement Trust Services, Inc. new	Shares	+25	+$747	$747
18	TFC Financial Management, Inc. new	Shares	+19	+$568	$568
19	Cromwell Holdings LLC added	Shares	+21	+$523	$1.2K
20	Creative Capital Management Investments LLC new	Shares	+16	+$478	$478
21	LRI Investments, LLC new	Shares	+11	+$329	$329
22	CoreCap Advisors, LLC added	Shares	+50	+$155	$9.1K
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.8K	+$52	$672
24	CX Institutional added	Shares	+845	+$25	$28
25	DiNuzzo Private Wealth, Inc. added	Shares	+3	$0	$598
26	Capital Advisors, Ltd. LLC exited	Shares	-42	-$1	$0
27	Hughes Financial Services, LLC unchanged	Shares	0	-$10	$60
28	Trust Co unchanged	Shares	0	-$37	$209
29	1015 Capital Partners, LLC exited	Shares	-2	-$70	$0
30	Quaker Wealth Management, LLC trimmed	Shares	-2	-$133	$359
31	True Wealth Design, LLC trimmed	Shares	-4	-$151	$60
32	TopTier Wealth Management, LLC exited	Shares	-6	-$211	$0
33	Vermillion Wealth Management, Inc. exited	Shares	-8	-$281	$0
34	Signature Resources Capital Management, LLC unchanged	Shares	0	-$314	$1.8K
35	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$440	$2.5K
36	SBI Securities Co., Ltd. trimmed	Shares	-10	-$482	$747
37	IFP Advisors, Inc added	Shares	+24	-$486	$7.6K
38	AMALGAMATED BANK trimmed	Shares	-4.5K	-$513	$2.0K
39	State of Alaska, Department of Revenue trimmed	Shares	-6.3K	-$574	$2.0K
40	Handelsbanken Fonder AB trimmed	Shares	-9.4K	-$638	$1.8K
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$654	$3.7K
42	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$1.6K	$9.4K
43	JFS WEALTH ADVISORS, LLC trimmed	Shares	-40	-$1.7K	$1.4K
44	Fortitude Family Office, LLC trimmed	Shares	-52	-$2.1K	$1.4K
45	Marquette Asset Management, LLC trimmed	Shares	-69	-$2.8K	$1.9K
46	Blue Trust, Inc. unchanged	Shares	0	-$4.8K	$27.3K
47	AdvisorNet Financial, Inc trimmed	Shares	-117	-$4.9K	$4.6K
48	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-135	-$4.9K	$1.1K
49	Versant Capital Management, Inc trimmed	Shares	-141	-$5.0K	$209
50	FIRST HORIZON CORP exited	Shares	-195	-$6.8K	$0

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