Filing Research | CHCO - CITY HLDG CO COM Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	CITY HOLDING CO	Shares	240.4KSH	$31.9M
2	Robeco Institutional Asset Management B.V.	Shares	81.9KSH	$10.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$1.7M
4	Mirae Asset Global Investments Co., Ltd.	Shares	11.8KSH	$1.6M
5	Y-Intercept (Hong Kong) Ltd	Shares	11.3KSH	$1.5M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.7KSH	$893.7K
7	Louisiana State Employees Retirement System	Shares	6.2KSH	$822.4K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	5.1KSH	$670.9K
9	DAVENPORT & Co LLC	Shares	4.4KSH	$582.2K
10	Police & Firemen's Retirement System of New Jersey	Shares	4.2KSH	$553.0K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.8KSH	$504.6K
12	Kentucky Trust Co	Shares	3.4KSH	$455.0K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.3KSH	$443.8K
14	Commonwealth Financial Services, LLC	Shares	3.1KSH	$417.3K
15	FIRST CITIZENS BANK & TRUST CO	Shares	3.1KSH	$406.7K
16	Envestnet Portfolio Solutions, Inc.	Shares	2.9KSH	$389.2K
17	Carolina Wealth Advisors, LLC	Shares	2.3KSH	$303.5K
18	Apollon Wealth Management, LLC	Shares	2.1KSH	$272.3K
19	ZWJ INVESTMENT COUNSEL INC	Shares	1.9KSH	$250.3K
20	Dupree Financial Group, LLC	Shares	1.6KSH	$212.4K
21	Ledgewood Wealth Advisors, LLC	Shares	1.5KSH	$201.6K
22	GAMMA Investing LLC	Shares	1.2KSH	$158.8K
23	FIRST UNITED BANK & TRUST	Shares	665SH	$88.2K
24	Versant Capital Management, Inc	Shares	279SH	$37.0K
25	EverSource Wealth Advisors, LLC	Shares	141SH	$18.7K
26	FIRST HORIZON CORP	Shares	113SH	$15.0K
27	LANARK FINANCIAL, INC.	Shares	100SH	$13.3K
28	MassMutual Private Wealth & Trust, FSB	Shares	86SH	$11.4K
29	Hughes Financial Services, LLC	Shares	58SH	$7.7K
30	Cedar Mountain Advisors, LLC	Shares	55SH	$7.3K
31	SBI Securities Co., Ltd.	Shares	47SH	$6.2K
32	IFP Advisors, Inc	Shares	40SH	$5.3K
33	SIGNATUREFD, LLC	Shares	22SH	$2.9K
34	Farther Finance Advisors, LLC	Shares	22SH	$2.9K
35	High Note Wealth, LLC	Shares	18SH	$2.4K
36	SJS Investment Consulting Inc.	Shares	18SH	$2.4K
37	Retirement Wealth Solutions LLC	Shares	16SH	$2.1K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	8SH	$1.1K
39	Spire Wealth Management	Shares	7SH	$928
40	State of Alaska, Department of Revenue	Shares	5.3KSH	$697
41	Handelsbanken Fonder AB	Shares	4.8KSH	$630
42	True Wealth Design, LLC	Shares	4SH	$531
43	AMALGAMATED BANK	Shares	3.8KSH	$503
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.9KSH	$379
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$266
46	JFS WEALTH ADVISORS, LLC	Shares	2SH	$266
47	CoreCap Advisors, LLC	Shares	1SH	$133
48	Davis Capital Management	Shares	1SH	$133
49	TFC Financial Management, Inc.	Shares	1SH	$133

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

50 / 50 loaded

#		Instrument
1	CITY HOLDING CO trimmed	Shares	-10.8K	+$1.9M	$31.9M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+11.3K	+$1.5M	$1.5M
3	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$1.1M	$10.9M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.7K	+$358.6K	$1.6M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$324.8K	$1.7M
6	Dupree Financial Group, LLC new	Shares	+1.6K	+$212.4K	$212.4K
7	Ledgewood Wealth Advisors, LLC new	Shares	+1.5K	+$201.6K	$201.6K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+509	+$115.5K	$553.0K
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+409	+$115.2K	$670.9K
10	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-102	+$76.2K	$893.7K
11	DAVENPORT & Co LLC unchanged	Shares	0	+$57.6K	$582.2K
12	Louisiana State Employees Retirement System trimmed	Shares	-200	+$57.4K	$822.4K
13	GAMMA Investing LLC added	Shares	+333	+$55.5K	$158.8K
14	FIRST CITIZENS BANK & TRUST CO added	Shares	+119	+$54.4K	$406.7K
15	Envestnet Portfolio Solutions, Inc. added	Shares	+123	+$53.2K	$389.2K
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-36	+$45.6K	$504.6K
17	Commonwealth Financial Services, LLC added	Shares	+22	+$43.9K	$417.3K
18	Apollon Wealth Management, LLC added	Shares	+23	+$29.7K	$272.3K
19	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$24.8K	$250.3K
20	Carolina Wealth Advisors, LLC trimmed	Shares	-47	+$24.4K	$303.5K
21	Kentucky Trust Co trimmed	Shares	-217	+$19.1K	$455.0K
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-217	+$18.0K	$443.8K
23	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$8.7K	$88.2K
24	IFP Advisors, Inc new	Shares	+40	+$5.3K	$5.3K
25	Versant Capital Management, Inc unchanged	Shares	0	+$3.7K	$37.0K
26	High Note Wealth, LLC new	Shares	+18	+$2.4K	$2.4K
27	SJS Investment Consulting Inc. new	Shares	+18	+$2.4K	$2.4K
28	Farther Finance Advisors, LLC added	Shares	+13	+$1.8K	$2.9K
29	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.3K	$13.3K
30	Hughes Financial Services, LLC added	Shares	+1	+$880	$7.7K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$721	$7.3K
32	Retirement Wealth Solutions LLC added	Shares	+1	+$330	$2.1K
33	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+2	+$266	$266
34	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$266	$266
35	Davis Capital Management new	Shares	+1	+$133	$133
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$105	$1.1K
37	Spire Wealth Management unchanged	Shares	0	+$91	$928
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+339	+$78	$379
39	Handelsbanken Fonder AB unchanged	Shares	0	+$62	$630
40	CoreCap Advisors, LLC unchanged	Shares	0	+$13	$133
41	TFC Financial Management, Inc. unchanged	Shares	0	+$13	$133
42	AMALGAMATED BANK trimmed	Shares	-344	+$9	$503
43	True Wealth Design, LLC trimmed	Shares	-2	-$187	$531
44	State of Alaska, Department of Revenue trimmed	Shares	-2.5K	-$226	$697
45	SIGNATUREFD, LLC trimmed	Shares	-9	-$787	$2.9K
46	Sound Income Strategies, LLC exited	Shares	-12	-$1.5K	$0
47	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-22	-$1.5K	$11.4K
48	SBI Securities Co., Ltd. trimmed	Shares	-63	-$6.9K	$6.2K
49	FIRST HORIZON CORP trimmed	Shares	-104	-$10.9K	$15.0K
50	EverSource Wealth Advisors, LLC trimmed	Shares	-244	-$27.3K	$18.7K