SEC Form 13F · Q2 2026

CAPTRUST FINANCIAL ADVISORS

Institutional Holdings Report

13F-HRNC
$65.5B
Portfolio Value
3,420
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
CAPTRUST FINANCIAL ADVISORS
CIK
1512024
Accession No.
0001062993-26-004295
Location
RALEIGH, NC
Form Type
13F-HR
Portfolio Value
$65.5B
Holdings Reported
3,420
Reporting Period
Q2 2026
Filed
August 13, 2026

About this Filing

CAPTRUST FINANCIAL ADVISORS is an institutional investment manager based in RALEIGH, NC reporting approximately $65.5B in 13(f) securities across 3,420 positions as of Q2 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.