HIGHTOWER ADVISORS LLC
Q3 2026 Form 13-F

CHICAGO, ILLINOIS
CIK 0001462245 · CRD 145323 · SEC-registered investment adviser
$105.6B Reported Value Total

HIGHTOWER ADVISORS, LLC reports 220,222 total accounts under management (AUM). There are 210,830 discretionary accounts valued at $190,403,937,582, and 9,392 non-discretionary accounts valued at $8,173,071,701.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A) Client Relationship Summary (Form CRS)
Private funds (Form ADV)
17 funds · $332.8M gross asset value
Other: $282.7M · Hedge Fund: $40.5M · Private Equity Fund: $9.6M
Source: Form ADV filed 2026-11-03
Reported value
$105.6B
Quarter over quarter
+0.4%
Holdings
3,820
Top-10 concentration
20.4%

Filing Structure

Holdings reported by

Key People

Form ADV owners & control persons
Daniel Jeremy Berg
CHIEF FINANCIAL OFFICER
Douglas Joseph Besso
CHIEF TECHNOLOGY OFFICER
Michael Bernardo
CHIEF COMPLIANCE OFFICER
Q2 2026

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q3 2026 13F filing summary

Period of report September 30, 2026
Filed November 10, 2026
Form 13F-HR
Reported value $105.6B
Positions 3,820
Change in reported value +1.4%
New positions 241
Exited positions 213
Position turnover 11.3%
Top-10 concentration 20.4%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Nov 10, 2026
 3,820 $105.6B
Q2 2026 13F
Filed Aug 5, 2026
 3,790 $104.1B
Q1 2026 13F
Filed May 5, 2026
 3,788 $94.2B
Q4 2025 13F
Filed Feb 6, 2026
 3,638 $91.4B
Q3 2025 13F
Filed Nov 7, 2025
 3,629 $88.1B
Q2 2025 13F
Filed Aug 11, 2025
 3,584 $79.8B
Q1 2025 13F
Filed May 13, 2025
 3,491 $73.7B
Q4 2024 13F
Filed Feb 7, 2025
 3,469 $73.1B
Q3 2024 13F
Filed Nov 14, 2024
 3,435 $70.0B
Q2 2024 13F
Filed Aug 13, 2024
 3,340 $64.7B
Q1 2024 13F
Filed May 6, 2024
 3,276 $61.7B
Q4 2023 13F
Filed Feb 12, 2024
 3,320 $59.6B
Q3 2023 13F
Filed Nov 8, 2023
 3,274 $53.2B
Q2 2023 13F
Filed Aug 14, 2023
 3,201 $50.8B
Q1 2023 13F
Filed May 12, 2023
 3,115 $45.8B
Q4 2022 13F
Filed Feb 9, 2023
 3,080 $43.7B
Q3 2022 13F
Filed Nov 9, 2022
 2,926 $37.3B
Q2 2022 13F
Filed Aug 10, 2022
 2,977 $38.7B
Q1 2022 13F
Filed May 12, 2022
 3,072 $44.9B
Q4 2021 13F
Filed Feb 10, 2022
 2,991 $45.6B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q3 2026

# Holding Reported value % of portfolio
1 AAPL APPLE INC $3.8B 3.61%
2 IVV ISHARES TR $2.6B 2.49%
3 JNJ JOHNSON & JOHNSON $2.6B 2.47%
4 MSFT MICROSOFT CORP $2.5B 2.4%
5 SPY STATE STR SPDR S&P 500 ETF T $2.1B 1.94%
6 VOO VANGUARD INDEX FDS $2.0B 1.89%
7 NVDA NVIDIA CORPORATION $1.8B 1.67%
8 AMZN AMAZON COM INC $1.5B 1.38%
9 BRK-A BERKSHIRE HATHAWAY INC DEL $1.4B 1.36%
10 GOOGL ALPHABET INC $1.2B 1.18%
11 BRK-B BERKSHIRE HATHAWAY INC DEL $1.2B 1.14%
12 XOMZZZZ EXXONMOBIL HOLDINGS CORP $1.0B 0.99%
13 QQQ INVESCO QQQ TR $974.1M 0.92%
14 META META PLATFORMS INC $924.8M 0.88%
15 JPM JPMORGAN CHASE & CO $875.5M 0.83%
16 VUG VANGUARD INDEX FDS $875.1M 0.83%
17 VTI VANGUARD INDEX FDS $866.3M 0.82%
18 VEA VANGUARD TAX-MANAGED FDS $835.7M 0.79%
19 VTV VANGUARD INDEX FDS $813.9M 0.77%
20 AVGO BROADCOM INC $808.7M 0.77%

Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.

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