Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001948780 · 2026 Q2 · vs 2026 Q1 · Filed 17 Aug 2026 (6 days ago)

Corient Private Wealth LP

Reported book: $77.2B
Positions: 2,651

Reported book trail

15 quarters on file · 2022 Q4 to 2026 Q2

2022 Q42023 Q22023 Q42024 Q22024 Q42025 Q22025 Q42026 Q2

The book

Top 200 of 2,651 positions · 79% of the book

CutAdded· vs 2026 Q1

IVV$3.5B▲ +$775.2M AAPL$2.9B▲ +$289.5M VEA$2.6B▲ +$551.4M MSFT$2.0B▼ -$81.3M NVDA$2.0B▲ +$116.2M VOO$2.0B▲ +$290.8M GOOG$1.7B▲ +$420.8M AMZN$1.5B▲ +$197.0M GOOGL$1.5B▲ +$110.7M AVGO$1.3B▲ +$183.9M SPY$1.1B▲ +$125.4M JPM$1.1B▲ +$128.4M BRK-B$883.3M▲ +$51.5M LLY$763.5M COST$726.5M VTI$708.0M JNJ$669.4M VUG$620.1M V$575.7M CAT$563.8M META$559.1M SCHF$549.8M ABBV$539.8M VWO$526.6M IJH$474.4M LRCX$458.3M ASML$436.9M BND$431.8M XOM$418.9M QQQ$418.8M CVX$393.8M HD TXN TSLA PANW DE TMO TJX IJR VIG AMD MA MS PG LIN MU IEFA MRK SYK CSCO PEP VGIT RTX SBUX BSV AXP XLK GE ECL UNH AMAT VTEB CB NEE NFLX WMT CMI DFUV MCD KO AVDE DFIV VCIT SCHX AMGN ORCL ETN VXUS ADI VCSH INTC VTV DFAC ABT EFA PH PCAR CASY GS TSM DBEF PWR MDY MRVL VO BAC IWM IEMG VGSH VBK JMBS IBM APH ITW AVUS SPGI IQLT UNP GLD ISRG WFC WINN DHR VEU DFLV BRK-A EMR RS JBHT DFAI DFAT DFSV HLT VB PSX MTUM KLAC DUHP QCOM NOW DGRO AGG ACIO AVDV DIS VGT IWF VYM IWD ACWI VONG BKNG BA DFUS PGR FNDF VT VGLT TT PM ORLY EPD VOOG ADP PNC RSP ITOT TDG

Shares added · vs 2026 Q1

Ranked by dollar move

IVV$3.5B held · +3% of shares · +$775.2M value+159.1K sh
VEA$2.6B held · +11% of shares · +$551.4M value+3.67M sh
GOOG$1.7B held · +9% of shares · +$420.8M value+413.4K sh
QQQ$418.8M held · +535% of shares · +$366.9M value+480.9K sh
RTX$289.1M held · +2914% of shares · +$279.5M value+1.47M sh
PANW$378.9M held · +38% of shares · +$243.0M value+306.8K sh
IWF$112.6M held · -66% of shares · -$172.9M value · 4:1 split-1.80M sh
ASML$436.9M held · +9% of shares · +$171.2M value+18.1K sh
MRVL$158.4M held · +797% of shares · +$152.5M value+472.5K sh
PWR$159.6M held · +777% of shares · +$146.8M value+196.4K sh
TXN$380.7M held · +6% of shares · +$146.2M value+67.4K sh
IJH$474.4M held · +25% of shares · +$145.2M value+1.23M sh
INTC$178.7M held · +13% of shares · +$128.8M value+145.4K sh
JPM$1.1B held · +2% of shares · +$128.4M value+73.0K sh
AMAT$233.9M held · +1% of shares · +$125.2M value+3.0K sh
CSCO$311.2M held · +3% of shares · +$112.3M value+75.0K sh
IJR$359.1M held · +15% of shares · +$98.6M value+310.4K sh
UNH$235.8M held · +4% of shares · +$88.2M value+20.0K sh
ITW$141.8M held · +113% of shares · +$77.8M value+277.6K sh
SCHF$549.8M held · +4% of shares · +$76.1M value+702.3K sh
APH$142.3M held · +53% of shares · +$75.8M value+278.3K sh
ADI$180.4M held · +37% of shares · +$75.6M value+122.5K sh
VWO$526.6M held · +3% of shares · +$71.2M value+282.9K sh
TSLA$380.7M held · +5% of shares · +$71.1M value+46.7K sh
V$575.7M held · +0% of shares · +$63.9M value+3.4K sh
MCK$98.3M held · +217% of shares · +$63.5M value+89.1K sh
CVX$393.8M held · +1% of shares · -$63.3M value+15.6K sh
KLAC$118.3M held · -4% of shares · +$58.6M value · 10:1 split-16.3K sh
JMBS$148.1M held · +56% of shares · +$54.7M value+1.18M sh
BRK-B$883.3M held · +1% of shares · +$51.5M value+12.7K sh
NEE$228.4M held · +36% of shares · +$51.2M value+688.7K sh
BND$431.8M held · +12% of shares · +$50.6M value+651.0K sh
TRV$51.1M held · +2239% of shares · +$49.1M value+148.1K sh
NET$51.2M held · +841% of shares · +$46.7M value+186.7K sh
MPWR$63.3M held · +192% of shares · +$46.3M value+30.2K sh
VGIT$292.7M held · +18% of shares · +$44.3M value+751.5K sh
DELL$55.5M held · +36% of shares · +$41.3M value+33.9K sh
ETN$185.3M held · +6% of shares · +$39.7M value+23.5K sh
JBHT$128.2M held · +5% of shares · +$39.3M value+22.9K sh
NTRS$66.2M held · +90% of shares · +$38.3M value+180.0K sh
POOL$93.0M held · +59% of shares · +$38.0M value+161.0K sh
SNDK$46.3M held · +34% of shares · +$36.6M value+5.2K sh
VGT$113.0M held · +3% of shares · +$36.1M value · 8:1 split+31.5K sh
MNST$65.3M held · +56% of shares · +$33.9M value+244.7K sh
ORLY$101.5M held · +49% of shares · +$33.6M value+364.5K sh
MRK$322.4M held · +3% of shares · +$31.2M value+80.3K sh
NFLX$220.7M held · +14% of shares · -$30.9M value+390.9K sh
PYLD$70.9M held · +73% of shares · +$30.8M value+1.13M sh
IWM$153.9M held · +2% of shares · +$30.7M value+12.2K sh
BA$106.8M held · +29% of shares · +$30.6M value+109.7K sh
FTNT$32.5M held · +462% of shares · +$29.5M value+174.1K sh
GWW$64.9M held · +42% of shares · +$28.4M value+14.1K sh
MTD$33.6M held · +425% of shares · +$27.3M value+21.3K sh
VCIT$190.1M held · +16% of shares · +$27.0M value+313.7K sh
UNP$138.0M held · +10% of shares · +$26.8M value+45.3K sh
IEFA$328.3M held · +2% of shares · +$26.4M value+53.9K sh
MCHP$53.3M held · +37% of shares · +$25.7M value+156.6K sh
IBM$145.6M held · +3% of shares · +$25.1M value+13.6K sh
RSP$87.2M held · +21% of shares · +$24.9M value+71.8K sh
IUSG$93.1M held · +12% of shares · +$24.2M value+51.2K sh
VEU$133.7M held · +2% of shares · +$23.7M value+29.2K sh
BAC$154.0M held · +0% of shares · +$23.4M value+9.0K sh
TGT$23.8M held · +1945% of shares · +$22.8M value+173.6K sh
CASY$164.4M held · +5% of shares · +$22.7M value+9.3K sh
ISRG$135.9M held · +2% of shares · -$22.4M value+5.1K sh
ET$35.7M held · +8% of shares · +$22.3M value+135.3K sh
DIVB$23.2M held · +1847% of shares · +$22.2M value+358.0K sh
GEV$83.0M held · +0% of shares · +$22.1M value+122 sh
CTAS$39.4M held · +125% of shares · +$22.0M value+128.4K sh
EW$23.6M held · +1076% of shares · +$21.8M value+238.4K sh
CL$63.0M held · +39% of shares · +$21.2M value+191.0K sh
BINC$56.0M held · +57% of shares · +$21.1M value+388.3K sh
VT$104.9M held · +2% of shares · +$21.1M value+12.2K sh
CGXU$30.2M held · +97% of shares · +$20.2M value+427.6K sh
VGLT$104.8M held · +23% of shares · +$19.2M value+352.6K sh
CNC$23.8M held · +153% of shares · +$19.0M value+224.3K sh
IQLT$138.4M held · +8% of shares · +$18.9M value+208.7K sh
FBND$96.8M held · +24% of shares · +$18.7M value+413.2K sh
TJX$361.2M held · +10% of shares · +$18.6M value+224.0K sh
PNC$87.7M held · +6% of shares · +$18.1M value+21.6K sh
TOTL$70.9M held · +35% of shares · +$18.1M value+463.5K sh
APP$72.7M held · +2% of shares · +$18.0M value+3.2K sh
VRSN$18.7M held · +2428% of shares · +$18.0M value+71.3K sh
HCA$40.3M held · +116% of shares · +$17.8M value+55.6K sh
VRTX$55.7M held · +30% of shares · +$17.5M value+25.6K sh
ANET$44.8M held · +14% of shares · +$17.1M value+31.8K sh
EMR$129.8M held · +5% of shares · +$16.9M value+44.5K sh
ACWX$31.6M held · +5% of shares · +$16.6M value+18.5K sh
IBKR$24.1M held · +134% of shares · +$16.2M value+158.5K sh
MBB$73.8M held · +27% of shares · +$16.2M value+168.4K sh
CARR$32.6M held · +51% of shares · +$16.2M value+150.2K sh
TTC$17.6M held · +1019% of shares · +$16.2M value+164.7K sh
CAG$18.9M held · +681% of shares · +$16.1M value+1.22M sh
IWB$77.4M held · +5% of shares · +$16.0M value+9.5K sh
VYMI$22.3M held · +239% of shares · +$16.0M value+160.1K sh
JCPB$64.5M held · +33% of shares · +$15.9M value+342.3K sh
MA$350.4M held · +0% of shares · +$15.5M value+1.7K sh
GL$16.7M held · +1347% of shares · +$15.5M value+87.1K sh
MRSH$53.9M held · +45% of shares · +$15.4M value+101.0K sh
DOCN$16.5M held · +695% of shares · +$15.4M value+91.9K sh

1–100 of 1,134

Shares cut · vs 2026 Q1

Ranked by dollar move

VOO$2.0B held · -3% of shares · +$290.8M value-92.7K sh
AAPL$2.9B held · -3% of shares · +$289.5M value-338.7K sh
DFUV$209.1M held · -61% of shares · -$262.7M value-5.93M sh
MU$331.8M held · -9% of shares · +$225.3M value-28.8K sh
LRCX$458.3M held · -4% of shares · +$224.1M value-47.5K sh
AMD$351.2M held · -5% of shares · +$222.9M value-30.8K sh
AVDE$202.9M held · -54% of shares · -$221.2M value-2.72M sh
CAT$563.8M held · -2% of shares · +$204.2M value-13.3K sh
AMZN$1.5B held · -0% of shares · +$197.0M value-2.7K sh
AVGO$1.3B held · -5% of shares · +$183.9M value-170.7K sh
VBK$149.6M held · -60% of shares · -$162.1M value-622.3K sh
LLY$763.5M held · -3% of shares · +$148.1M value-18.2K sh
DFEM$95.2M held · -67% of shares · -$147.9M value-4.69M sh
DFSV$125.8M held · -56% of shares · -$131.1M value-4.09M sh
CSL$4.2M held · -97% of shares · -$128.8M value-387.1K sh
SPY$1.1B held · -5% of shares · +$125.4M value-81.6K sh
DOV$13.0M held · -91% of shares · -$123.8M value-598.4K sh
XOM$418.9M held · -5% of shares · -$119.2M value-172.3K sh
NVDA$2.0B held · -7% of shares · +$116.2M value-760.8K sh
MTUM$118.8M held · -64% of shares · -$114.8M value-627.5K sh
GOOGL$1.5B held · -14% of shares · +$110.7M value-650.0K sh
DFLV$131.4M held · -51% of shares · -$110.2M value-3.45M sh
VTI$708.0M held · -2% of shares · +$102.7M value-31.1K sh
ACN$85.0M held · -26% of shares · -$98.2M value-242.2K sh
DFIV$190.5M held · -35% of shares · -$96.4M value-1.92M sh
ROP$79.7M held · -53% of shares · -$96.2M value-260.6K sh
MSFT$2.0B held · -3% of shares · -$81.3M value-191.9K sh
QUAL$43.9M held · -69% of shares · -$79.1M value-443.0K sh
DFIS$15.3M held · -84% of shares · -$78.7M value-2.36M sh
PEP$295.6M held · -9% of shares · -$75.3M value-210.1K sh
MS$340.1M held · -3% of shares · +$63.2M value-47.8K sh
ABBV$539.8M held · -3% of shares · +$61.1M value-58.4K sh
XLK$242.2M held · -13% of shares · +$58.8M value-187.1K sh
HLT$125.4M held · -38% of shares · -$56.6M value-228.3K sh
MCD$208.7M held · -10% of shares · -$56.5M value-86.1K sh
IWD$109.5M held · -42% of shares · -$56.4M value-330.1K sh
HON$62.7M held · +6% of shares · -$55.3M value · 1:2 reverse split+16.2K sh
TMO$367.0M held · -12% of shares · -$50.3M value-100.0K sh
CMI$210.6M held · -1% of shares · +$49.8M value-4.4K sh
META$559.1M held · -7% of shares · -$47.4M value-76.6K sh
MUB$46.2M held · -50% of shares · -$45.6M value-435.4K sh
PGR$105.9M held · -36% of shares · -$45.1M value-275.1K sh
SPGI$138.5M held · -19% of shares · -$44.8M value-80.0K sh
GE$241.2M held · -7% of shares · +$44.1M value-46.6K sh
TSM$161.3M held · -4% of shares · +$43.9M value-14.1K sh
SYK$322.3M held · -7% of shares · -$42.7M value-74.6K sh
TT$103.8M held · -40% of shares · -$41.3M value-140.4K sh
GSIE$442.0K held · -99% of shares · -$39.6M value-918.1K sh
BNDX$3.9M held · -91% of shares · -$38.8M value-807.5K sh
DFAT$126.1M held · -32% of shares · -$38.6M value-840.7K sh
SOXX$80.0M held · -1% of shares · +$38.5M value-1.4K sh
WMT$213.7M held · -7% of shares · -$36.2M value-142.0K sh
QCOM$117.4M held · -1% of shares · +$35.0M value-6.2K sh
GLW$71.0M held · -3% of shares · +$32.0M value-9.8K sh
GBIL$57.1M held · -35% of shares · -$31.3M value-311.9K sh
CRM$48.3M held · -26% of shares · -$29.9M value-109.5K sh
VSS$10.9M held · -74% of shares · -$29.1M value-203.9K sh
GSLC$2.8M held · -92% of shares · -$29.0M value-237.3K sh
VIG$356.9M held · -2% of shares · +$28.8M value-36.1K sh
TMUS$23.9M held · -42% of shares · -$27.1M value-105.3K sh
ZTS$36.2M held · -6% of shares · -$26.9M value-31.8K sh
PLTR$53.6M held · -16% of shares · -$26.2M value-89.1K sh
EFA$170.4M held · -19% of shares · -$25.7M value-387.2K sh
TSCO$11.4M held · -56% of shares · -$25.7M value-458.6K sh
BAM$14.9M held · -63% of shares · -$25.5M value-569.8K sh
T$46.2M held · -10% of shares · -$25.3M value-243.0K sh
SCHX$190.0M held · -4% of shares · +$25.0M value-269.2K sh
RS$129.8M held · -0% of shares · +$24.0M value-661 sh
DE$376.2M held · -8% of shares · +$23.8M value-54.7K sh
PG$335.2M held · -8% of shares · -$23.7M value-205.2K sh
DHR$134.5M held · -15% of shares · -$22.9M value-126.0K sh
INTU$32.0M held · -2% of shares · -$22.1M value-3.0K sh
GLD$136.1M held · -1% of shares · -$21.7M value-2.6K sh
CBOE$5.0M held · -78% of shares · -$21.3M value-73.1K sh
DBEF$161.2M held · -20% of shares · -$21.1M value-743.1K sh
STX$34.7M held · -1% of shares · +$20.9M value-250 sh
VBR$52.9M held · -36% of shares · -$20.6M value-122.3K sh
AGG$114.3M held · -19% of shares · -$20.4M value-262.6K sh
EOG$23.1M held · -41% of shares · -$20.0M value-122.1K sh
JNJ$669.4M held · -1% of shares · +$19.9M value-31.0K sh
DUHP$118.2M held · -25% of shares · -$19.8M value-922.2K sh
GS$161.5M held · -6% of shares · +$19.8M value-9.9K sh
EFG$14.8M held · -62% of shares · -$19.6M value-191.2K sh
AVDV$113.1M held · -17% of shares · -$19.5M value-232.3K sh
GLDM$37.7M held · -1% of shares · +$19.3M value-6.6K sh
SBUX$288.3M held · -6% of shares · +$19.3M value-194.1K sh
CMCSA$36.9M held · -23% of shares · -$17.9M value-443.6K sh
VB$125.4M held · -25% of shares · -$17.9M value-134.3K sh
MDY$159.5M held · -1% of shares · +$17.8M value-3.1K sh
IEMG$153.5M held · -7% of shares · +$17.6M value-150.2K sh
SCZ$19.9M held · -51% of shares · -$17.4M value-249.0K sh
PH$169.7M held · -17% of shares · -$17.1M value-36.1K sh
NRP$57.4M held · -3% of shares · -$16.8M value-21.0K sh
VXUS$181.9M held · -1% of shares · +$16.5M value-17.6K sh
HD$384.2M held · -2% of shares · +$16.4M value-27.3K sh
WDC$33.5M held · -20% of shares · +$16.2M value-12.9K sh
ROK$59.6M held · -1% of shares · +$15.9M value-1.6K sh
ICE$52.5M held · -2% of shares · -$15.8M value-10.2K sh
VNQ$73.2M held · -25% of shares · -$15.6M value-249.8K sh
VNT$65.0M held · -1% of shares · -$15.5M value-28.6K sh

1–100 of 1,079

Opened (367)

4 moved by a corporate action (dashed).

MGYR+247

Closed (141)

13 moved by a corporate action (dashed).

+21