SEC Form 13F · Q1 2026

CAPTRUST FINANCIAL ADVISORS

Institutional Holdings Report

13F-HRNC
$57.3B
Portfolio Value
3,116
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CAPTRUST FINANCIAL ADVISORS
CIK
1512024
Accession No.
0001062993-26-002655
Location
RALEIGH, NC
Form Type
13F-HR
Portfolio Value
$57.3B
Holdings Reported
3,116
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

CAPTRUST FINANCIAL ADVISORS is an institutional investment manager based in RALEIGH, NC reporting approximately $57.3B in 13(f) securities across 3,116 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.