Filing Research | MIZUHO FINANCIAL GROUP INC Institutional Holdings

Snapshot holdings

50 / 115 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	4.0MSH	$38.6M
2	AUGUSTINE ASSET MANAGEMENT INC	Shares	817.4KSH	$7.8M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	765.2KSH	$7.3M
4	Crossmark Global Holdings, Inc.	Shares	668.2KSH	$6.4M
5	Gradient Investments LLC	Shares	598.7KSH	$5.7M
6	SIGNATUREFD, LLC	Shares	298.7KSH	$2.9M
7	FACTORY MUTUAL INSURANCE CO	Shares	273.4KSH	$2.6M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	248.0KSH	$2.4M
9	Aaron Wealth Advisors LLC	Shares	213.9KSH	$2.0M
10	Sivia Capital Partners, LLC	Shares	188.2KSH	$1.8M
11	Sequoia Financial Advisors, LLC	Shares	178.1KSH	$1.7M
12	Ballentine Partners, LLC	Shares	161.8KSH	$1.5M
13	Venturi Wealth Management, LLC	Shares	112.5KSH	$1.1M
14	Prospera Financial Services Inc	Shares	108.8KSH	$1.0M
15	Themes Management Co LLC	Shares	102.6KSH	$983.4K
16	GAMMA Investing LLC	Shares	96.9KSH	$928.5K
17	Blue Trust, Inc.	Shares	95.0KSH	$909.9K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.1KSH	$850.3K
19	Y-Intercept (Hong Kong) Ltd	Shares	86.4KSH	$827.4K
20	Harbour Capital Advisors, LLC	Shares	65.3KSH	$684.4K
21	Versant Capital Management, Inc	Shares	69.4KSH	$664.5K
22	GREENLEAF TRUST	Shares	68.7KSH	$657.8K
23	Abel Hall, LLC	Shares	65.1KSH	$623.7K
24	Farther Finance Advisors, LLC	Shares	62.7KSH	$600.5K
25	BayBridge Capital Group, LLC	Shares	54.7KSH	$523.6K
26	Trust Point Inc.	Shares	52.4KSH	$501.6K
27	DAVENPORT & Co LLC	Shares	51.7KSH	$495.7K
28	Apollon Wealth Management, LLC	Shares	50.5KSH	$483.8K
29	Gallacher Capital Management LLC	Shares	49.8KSH	$476.7K
30	Five Oceans Advisors	Shares	49.5KSH	$474.1K
31	55 North Private Wealth, LLC	Shares	48.7KSH	$466.7K
32	Aprio Wealth Management, LLC	Shares	45.3KSH	$434.3K
33	Merit Financial Group, LLC	Shares	42.4KSH	$406.2K
34	LVW Advisors, LLC	Shares	39.3KSH	$376.7K
35	Valeo Financial Advisors, LLC	Shares	36.0KSH	$345.1K
36	EWA, LLC	Shares	35.9KSH	$343.7K
37	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	33.8KSH	$323.7K
38	ANCHYRA PARTNERS LLC	Shares	33.4KSH	$319.5K
39	Cromwell Holdings LLC	Shares	30.4KSH	$291.5K
40	EverSource Wealth Advisors, LLC	Shares	30.1KSH	$288.2K
41	Envestnet Portfolio Solutions, Inc.	Shares	29.0KSH	$277.9K
42	RIVERSEDGE ADVISORS, LLC	Shares	26.1KSH	$250.5K
43	Wedmont Private Capital	Shares	23.9KSH	$250.1K
44	Vanguard Capital Wealth Advisors	Shares	25.2KSH	$241.8K
45	Abacus Wealth Partners, LLC	Shares	22.8KSH	$218.1K
46	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.4KSH	$214.8K
47	Mayflower Financial Advisors, LLC	Shares	18.8KSH	$180.3K
48	Hilltop National Bank	Shares	18.7KSH	$179.4K
49	Canopy Partners, LLC	Shares	18.3KSH	$175.2K
50	Barry Investment Advisors, LLC	Shares	17.9KSH	$171.3K

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

50 / 124 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+4.0M	+$38.5M	$38.6M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+95.7K	+$2.0M	$7.3M
3	AUGUSTINE ASSET MANAGEMENT INC trimmed	Shares	-5.8K	+$1.3M	$7.8M
4	Gradient Investments LLC added	Shares	+38.2K	+$1.3M	$5.7M
5	Crossmark Global Holdings, Inc. added	Shares	+17.7K	+$1.2M	$6.4M
6	Sivia Capital Partners, LLC added	Shares	+104.4K	+$1.1M	$1.8M
7	Prospera Financial Services Inc new	Shares	+108.8K	+$1.0M	$1.0M
8	Y-Intercept (Hong Kong) Ltd new	Shares	+86.4K	+$827.4K	$827.4K
9	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+50.9K	+$811.0K	$2.4M
10	Aaron Wealth Advisors LLC added	Shares	+51.0K	+$755.9K	$2.0M
11	SIGNATUREFD, LLC added	Shares	+26.6K	+$700.9K	$2.9M
12	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$448.4K	$2.6M
13	Venturi Wealth Management, LLC added	Shares	+26.8K	+$397.3K	$1.1M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.6K	+$388.8K	$850.3K
15	Ballentine Partners, LLC added	Shares	+6.1K	+$313.8K	$1.5M
16	55 North Private Wealth, LLC added	Shares	+24.0K	+$270.4K	$466.7K
17	LVW Advisors, LLC added	Shares	+24.1K	+$255.7K	$376.7K
18	GAMMA Investing LLC added	Shares	+10.9K	+$245.4K	$928.5K
19	BayBridge Capital Group, LLC added	Shares	+8.3K	+$184.4K	$523.6K
20	Trust Point Inc. added	Shares	+8.5K	+$153.2K	$501.6K
21	Blue Trust, Inc. trimmed	Shares	-1.2K	+$146.2K	$909.9K
22	Vanguard Capital Wealth Advisors added	Shares	+12.5K	+$140.6K	$241.8K
23	ASPIRIANT, LLC new	Shares	+14.4K	+$137.6K	$137.6K
24	Interchange Capital Partners, LLC new	Shares	+14.3K	+$136.6K	$136.6K
25	Harbour Capital Advisors, LLC trimmed	Shares	-1.3K	+$134.7K	$684.4K
26	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+13.5K	+$129.8K	$129.8K
27	Merit Financial Group, LLC added	Shares	+7.0K	+$124.8K	$406.2K
28	Aprio Wealth Management, LLC added	Shares	+6.2K	+$123.7K	$434.3K
29	Abel Hall, LLC added	Shares	+2.1K	+$123.1K	$623.7K
30	Composition Wealth, LLC new	Shares	+12.7K	+$121.3K	$121.3K
31	Avior Wealth Management, LLC new	Shares	+12.5K	+$119.7K	$119.7K
32	Avidian Wealth Enterprises, LLC new	Shares	+12.4K	+$118.7K	$118.7K
33	Apollon Wealth Management, LLC added	Shares	+4.4K	+$117.6K	$483.8K
34	Foster Group, Inc. new	Shares	+11.5K	+$110.1K	$110.1K
35	LifeGoal Investments, LLC new	Shares	+11.2K	+$106.9K	$106.9K
36	Baron Wealth Management LLC new	Shares	+11.1K	+$105.9K	$105.9K
37	Valeo Financial Advisors, LLC added	Shares	+5.3K	+$101.4K	$345.1K
38	GREENLEAF TRUST trimmed	Shares	-1.8K	+$98.0K	$657.8K
39	BENJAMIN EDWARDS INC new	Shares	+10.1K	+$96.4K	$96.4K
40	DAVENPORT & Co LLC added	Shares	+1.3K	+$95.3K	$495.7K
41	Farther Finance Advisors, LLC added	Shares	+1.5K	+$87.5K	$600.5K
42	Versant Capital Management, Inc trimmed	Shares	-3.5K	+$85.7K	$664.5K
43	RIVERSEDGE ADVISORS, LLC added	Shares	+4.9K	+$81.5K	$250.5K
44	Five Oceans Advisors unchanged	Shares	0	+$81.2K	$474.1K
45	Mayflower Financial Advisors, LLC added	Shares	+5.5K	+$74.9K	$180.3K
46	Sequoia Financial Advisors, LLC trimmed	Shares	-27.4K	+$74.7K	$1.7M
47	ANCHYRA PARTNERS LLC added	Shares	+716	+$60.4K	$319.5K
48	EWA, LLC trimmed	Shares	-66	+$58.3K	$343.7K
49	Cromwell Holdings LLC unchanged	Shares	0	+$49.9K	$291.5K
50	Canopy Partners, LLC added	Shares	+2.4K	+$49.0K	$175.2K

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