Filing Research | TOYOTA MOTOR CORP Institutional Holdings

Snapshot holdings

50 / 180 loaded

#		Instrument	quantity
1	Martin Investment Management, LLC	Shares	98.9KSH	$16.7M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	77.6KSH	$13.1M
3	Y-Intercept (Hong Kong) Ltd	Shares	41.2KSH	$6.9M
4	Crossmark Global Holdings, Inc.	Shares	37.4KSH	$6.3M
5	Amanah Holdings Trust	Shares	37.0KSH	$6.2M
6	Live Oak Private Wealth LLC	Shares	36.1KSH	$6.1M
7	FACTORY MUTUAL INSURANCE CO	Shares	26.7KSH	$4.5M
8	Cardinal Capital Management	Shares	24.6KSH	$4.1M
9	Generali Investments CEE, investicni spolecnost, a.s.	Shares	22.6KSH	$3.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.1KSH	$3.5M
11	SIGNATUREFD, LLC	Shares	19.6KSH	$3.3M
12	apricus wealth, LLC	Shares	18.4KSH	$3.1M
13	Ellsworth Advisors, LLC	Shares	12.0KSH	$2.1M
14	Alliance Private Wealth, LLC	Shares	11.9KSH	$2.0M
15	Aaron Wealth Advisors LLC	Shares	11.2KSH	$1.9M
16	ANDERSON HOAGLAND & CO	Shares	10.9KSH	$1.8M
17	Sequoia Financial Advisors, LLC	Shares	10.7KSH	$1.8M
18	Farther Finance Advisors, LLC	Shares	8.9KSH	$1.5M
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.9KSH	$1.5M
20	Ballentine Partners, LLC	Shares	8.0KSH	$1.3M
21	HHM Wealth Advisors, LLC	Shares	7.4KSH	$1.2M
22	Legacy Wealth Asset Management, LLC	Shares	7.2KSH	$1.2M
23	Henry James International Management Inc.	Shares	6.7KSH	$1.1M
24	GREENLEAF TRUST	Shares	6.7KSH	$1.1M
25	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	6.5KSH	$1.1M
26	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	6.1KSH	$1.0M
27	MERIDIAN INVESTMENT COUNSEL INC.	Shares	5.5KSH	$931.9K
28	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	4.7KSH	$795.6K
29	True North Advisors, LLC	Shares	4.6KSH	$773.2K
30	SALEM INVESTMENT COUNSELORS INC	Shares	4.6KSH	$768.3K
31	BigSur Wealth Management LLC	Shares	4.5KSH	$752.8K
32	Harbour Capital Advisors, LLC	Shares	4.2KSH	$744.6K
33	Apollon Wealth Management, LLC	Shares	4.1KSH	$692.0K
34	Abundance Wealth Counselors	Shares	4.0KSH	$680.8K
35	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	4.0KSH	$668.0K
36	Linden Thomas Advisory Services, LLC	Shares	4.0KSH	$665.6K
37	Versant Capital Management, Inc	Shares	3.9KSH	$663.4K
38	Montecito Bank & Trust	Shares	3.8KSH	$636.0K
39	Merit Financial Group, LLC	Shares	3.7KSH	$623.1K
40	Grandview Asset Management LLC	Shares	3.7KSH	$616.9K
41	Optas, LLC	Shares	3.6KSH	$606.8K
42	Plan A Wealth LLC	Shares	3.5KSH	$591.2K
43	EverSource Wealth Advisors, LLC	Shares	3.5KSH	$585.3K
44	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	3.5KSH	$581.9K
45	Diligent Investors, LLC	Shares	3.4KSH	$580.9K
46	Five Oceans Advisors	Shares	3.3KSH	$558.5K
47	Valeo Financial Advisors, LLC	Shares	3.3KSH	$548.8K
48	Nilsine Partners, LLC	Shares	3.2KSH	$541.0K
49	CHIRON CAPITAL MANAGEMENT, LLC	Shares	3.2KSH	$540.6K
50	HBW ADVISORY SERVICES LLC	Shares	2.9KSH	$489.3K

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

50 / 210 loaded

#		Instrument
1	Live Oak Private Wealth LLC new	Shares	+36.1K	+$6.1M	$6.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.3K	+$2.1M	$3.5M
3	CHIRON CAPITAL MANAGEMENT, LLC new	Shares	+3.2K	+$540.6K	$540.6K
4	PING CAPITAL MANAGEMENT, INC. new	Shares	+2.5K	+$421.1K	$421.1K
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.7K	+$288.0K	$288.0K
6	J.W. COLE ADVISORS, INC. new	Shares	+1.4K	+$240.5K	$240.5K
7	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+1.8K	+$237.9K	$581.9K
8	SteelPeak Wealth, LLC new	Shares	+1.3K	+$219.5K	$219.5K
9	Abundance Wealth Counselors added	Shares	+1.4K	+$136.3K	$680.8K
10	BENJAMIN EDWARDS INC added	Shares	+921	+$117.2K	$324.7K
11	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+1.3K	+$97.6K	$795.6K
12	IAMS WEALTH MANAGEMENT, LLC added	Shares	+972	+$97.0K	$462.0K
13	True North Advisors, LLC added	Shares	+1.2K	+$66.3K	$773.2K
14	Main Street Group, LTD new	Shares	+386	+$65.0K	$65.0K
15	Harbour Capital Advisors, LLC added	Shares	+705	+$40.1K	$744.6K
16	Foster Victor Wealth Advisors, LLC added	Shares	+518	+$25.2K	$421.2K
17	SJS Investment Consulting Inc. added	Shares	+126	+$17.1K	$39.7K
18	Center for Financial Planning, Inc. new	Shares	+100	+$16.8K	$16.8K
19	Key FInancial Inc added	Shares	+151	+$16.1K	$67.2K
20	Gleason Group, Inc. new	Shares	+39	+$6.6K	$6.6K
21	LANARK FINANCIAL, INC. added	Shares	+60	+$5.3K	$31.7K
22	LRI Investments, LLC added	Shares	+24	+$3.3K	$7.2K
23	HORIZON FINANCIAL SERVICES, LLC added	Shares	+17	+$2.9K	$2.9K
24	EASTERN BANK added	Shares	+36	+$2.2K	$23.2K
25	Cape Investment Advisory, Inc. new	Shares	+10	+$1.7K	$1.7K
26	Noble Wealth Management PBC new	Shares	+9	+$1.5K	$1.5K
27	Monetary Solutions, Ltd new	Shares	+8	+$1.3K	$1.3K
28	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+8	+$1.3K	$1.3K
29	Wealth Group, Ltd. added	Shares	+2.5K	+$341	$795
30	Mosley Wealth Management new	Shares	+2	+$337	$337
31	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	$0	$1
32	CX Institutional unchanged	Shares	0	-$5	$19
33	TSFG, LLC added	Shares	+3	-$5	$23
34	High Note Wealth, LLC unchanged	Shares	0	-$38	$168
35	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$39	$190
36	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$76	$337
37	Trust Co unchanged	Shares	0	-$150	$674
38	Kozak & Associates, Inc. unchanged	Shares	0	-$151	$619
39	TFC Financial Management, Inc. unchanged	Shares	0	-$151	$674
40	PHYSICIANS FINANCIAL SERVICES, INC. trimmed	Shares	-25	-$183	$795
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$188	$842
42	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$226	$1.0K
43	Tradewinds Capital Management, LLC unchanged	Shares	0	-$376	$1.7K
44	Essential Investment Partners LLC unchanged	Shares	0	-$377	$1.7K
45	Creative Capital Management Investments LLC added	Shares	+6	-$459	$7.6K
46	VSM Wealth Advisory, LLC unchanged	Shares	0	-$527	$2.4K
47	Byrne Asset Management LLC unchanged	Shares	0	-$565	$2.5K
48	Walsh & Associates, LLC exited	Shares	-3	-$618	$0
49	Nvest Wealth Strategies, Inc. exited	Shares	-3	-$619	$0
50	GHP Investment Advisors, Inc. unchanged	Shares	0	-$640	$2.9K

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