Filing Research | CSGP - COSTAR GROUP INC Institutional Holdings

Snapshot holdings

50 / 149 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	1.2MSH	$33.1M
2	RIVERBRIDGE PARTNERS LLC	Shares	1.1MSH	$30.9M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	692.8KSH	$19.6M
4	United Asset Strategies, Inc.	Shares	489.0KSH	$13.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	420.9KSH	$11.9M
6	Ninety One UK Ltd	Shares	408.4KSH	$11.6M
7	FIRST CITIZENS BANK & TRUST CO	Shares	363.2KSH	$10.3M
8	Envestnet Portfolio Solutions, Inc.	Shares	341.4KSH	$9.7M
9	LBP AM SA	Shares	198.3KSH	$5.6M
10	LOUISBOURG INVESTMENTS INC.	Shares	256.3KSH	$5.5M
11	Swedbank AB	Shares	181.8KSH	$5.1M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	170.4KSH	$4.8M
13	Fideuram Asset Management (Ireland) dac	Shares	110.0KSH	$3.6M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	126.5KSH	$3.6M
15	Apollon Wealth Management, LLC	Shares	123.6KSH	$3.5M
16	Vanderbilt University	Shares	123.2KSH	$3.5M
17	Czech National Bank	Shares	116.2KSH	$3.3M
18	IFM Investors Pty Ltd	Shares	112.2KSH	$3.2M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	123.1KSH	$3.1M
20	Buttonwood Financial Advisors Inc.	Shares	103.9KSH	$2.9M
21	Mirae Asset Global Investments Co., Ltd.	Shares	92.6KSH	$2.6M
22	Linden Thomas Advisory Services, LLC	Shares	83.1KSH	$2.4M
23	Red Spruce Capital, LLC	Shares	76.4KSH	$2.2M
24	Police & Firemen's Retirement System of New Jersey	Shares	61.9KSH	$1.8M
25	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	60.1KSH	$1.7M
26	Robeco Institutional Asset Management B.V.	Shares	57.9KSH	$1.6M
27	Sequoia Financial Advisors, LLC	Shares	54.9KSH	$1.6M
28	Skylands Capital, LLC	Shares	52.1KSH	$1.5M
29	ARDSLEY ADVISORY PARTNERS LP	PUT	50.0KSH	$1.4M
30	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.1KSH	$1.2M
31	PensionDanmark Pensionsforsikringsaktieselskab	Shares	39.5KSH	$1.1M
32	Merit Financial Group, LLC	Shares	39.4KSH	$1.1M
33	MIZUHO SECURITIES USA LLC	Shares	25.6KSH	$1.0M
34	QRG CAPITAL MANAGEMENT, INC.	Shares	32.3KSH	$914.9K
35	Portside Wealth Group, LLC	Shares	30.4KSH	$860.4K
36	L. Roy Papp & Associates, LLP	Shares	30.0KSH	$849.3K
37	D.A. DAVIDSON & CO.	Shares	28.9KSH	$818.2K
38	MATTERN CAPITAL MANAGEMENT, LLC	Shares	28.4KSH	$805.7K
39	Malaga Cove Capital, LLC	Shares	26.1KSH	$738.7K
40	GUIDANCE CAPITAL, INC	Shares	23.6KSH	$715.7K
41	Oak Thistle LLC	Shares	24.2KSH	$684.4K
42	Crossmark Global Holdings, Inc.	Shares	24.0KSH	$680.4K
43	Spire Wealth Management	Shares	23.7KSH	$671.8K
44	HARTFORD INVESTMENT MANAGEMENT CO	Shares	22.4KSH	$635.0K
45	Louisiana State Employees Retirement System	Shares	20.9KSH	$591.9K
46	PARAGON CAPITAL MANAGEMENT INC	Shares	18.2KSH	$514.9K
47	Wedmont Private Capital	Shares	17.3KSH	$491.2K
48	RMR Wealth Builders	Shares	16.7KSH	$474.3K
49	Waterway Wealth Management, LLC	Shares	16.2KSH	$459.2K
50	Aaron Wealth Advisors LLC	Shares	15.2KSH	$429.2K

Scroll to load more

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

50 / 191 loaded

#		Instrument
1	United Asset Strategies, Inc. new	Shares	+489.0K	+$13.8M	$13.8M
2	Apollon Wealth Management, LLC new	Shares	+123.6K	+$3.5M	$3.5M
3	Fideuram Asset Management (Ireland) dac added	Shares	+86.5K	+$2.1M	$3.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+84.6K	+$1.6M	$3.1M
5	ARDSLEY ADVISORY PARTNERS LP new	PUT	+50.0K	+$1.4M	$1.4M
6	Swedbank AB added	Shares	+82.9K	+$1.2M	$5.1M
7	Douglas Lane & Associates, LLC added	Shares	+365.0K	+$675.2K	$33.1M
8	Spire Wealth Management added	Shares	+23.2K	+$651.6K	$671.8K
9	Red Spruce Capital, LLC added	Shares	+38.4K	+$630.7K	$2.2M
10	Merit Financial Group, LLC added	Shares	+26.5K	+$596.3K	$1.1M
11	Vanderbilt University added	Shares	+49.4K	+$512.7K	$3.5M
12	Wedmont Private Capital new	Shares	+17.3K	+$491.2K	$491.2K
13	NorthCrest Asset Manangement, LLC new	Shares	+12.4K	+$360.8K	$360.8K
14	Buttonwood Financial Advisors Inc. added	Shares	+39.3K	+$335.5K	$2.9M
15	Counterpoint Mutual Funds LLC new	Shares	+9.4K	+$265.2K	$265.2K
16	PFG Investments, LLC new	Shares	+9.1K	+$257.5K	$257.5K
17	Skylands Capital, LLC added	Shares	+20.1K	+$184.0K	$1.5M
18	LOUISBOURG INVESTMENTS INC. added	Shares	+81.3K	+$110.5K	$5.5M
19	Aaron Wealth Advisors LLC added	Shares	+7.0K	+$101.3K	$429.2K
20	EverSource Wealth Advisors, LLC added	Shares	+4.4K	+$92.9K	$202.7K
21	Farther Finance Advisors, LLC added	Shares	+3.2K	+$60.9K	$162.0K
22	True Wealth Design, LLC added	Shares	+2.4K	+$59.5K	$90.0K
23	Versant Capital Management, Inc added	Shares	+2.4K	+$54.9K	$97.2K
24	IFP Advisors, Inc added	Shares	+2.4K	+$47.5K	$112.4K
25	LRI Investments, LLC new	Shares	+591	+$16.7K	$16.7K
26	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+2.8K	+$14.5K	$236.4K
27	Wealth Enhancement Trust Services, Inc. new	Shares	+481	+$13.6K	$13.6K
28	CoreCap Advisors, LLC added	Shares	+472	+$13.0K	$14.2K
29	SJS Investment Consulting Inc. added	Shares	+430	+$12.0K	$12.7K
30	Cromwell Holdings LLC added	Shares	+442	+$11.5K	$14.9K
31	Fortitude Family Office, LLC added	Shares	+409	+$11.3K	$12.2K
32	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+8.7K	+$9.2K	$805.7K
33	Barnes Dennig Private Wealth Management LLC new	Shares	+203	+$5.7K	$5.7K
34	Ares Financial Consulting, LLC new	Shares	+125	+$3.5K	$3.5K
35	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+122	+$3.5K	$3.5K
36	Cape Investment Advisory, Inc. new	Shares	+121	+$3.4K	$3.4K
37	Crews Bank & Trust new	Shares	+100	+$2.8K	$2.8K
38	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+88	+$2.5K	$2.5K
39	Bogart Wealth, LLC added	Shares	+88	+$2.1K	$3.4K
40	Marquette Asset Management, LLC added	Shares	+67	+$1.8K	$2.2K
41	Princeton Global Asset Management LLC new	Shares	+51	+$1.4K	$1.4K
42	WEST PACES ADVISORS INC. new	Shares	+50	+$1.4K	$1.4K
43	High Note Wealth, LLC new	Shares	+43	+$1.2K	$1.2K
44	WOLFF WIESE MAGANA LLC new	Shares	+40	+$1.1K	$1.1K
45	Physician Wealth Advisors, Inc. new	Shares	+35	+$992	$992
46	HM PAYSON & CO added	Shares	+50	+$815	$2.8K
47	Creative Capital Management Investments LLC new	Shares	+22	+$623	$623
48	1015 Capital Partners, LLC added	Shares	+17	+$445	$566
49	TFC Financial Management, Inc. added	Shares	+16	+$429	$510
50	Decker Retirement Planning Inc. new	Shares	+10	+$283	$283

Scroll to load more