US TREASURY 12 MONTH BILL (OBIL) Top Institutional Shareholders
US TREASURY 12 MONTH BILL (OBIL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $203.17M in OBIL holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of OBIL tracked by InsiderSet, reporting ownership valued at approximately $64.53M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.50M, representing an estimated loss of -0.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed OBIL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mml Investors Services, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in US TREASURY 12 MONTH BILL (OBIL).
This page ranks the largest institutional OBIL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$203.17M
Largest Holder
Lpl Financial Llc
Largest Position
$64.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,288,674 | $64,530,322 | $64,498,134 | -$32,188 | -0.05% | |
| Mml Investors Services, Llc | 0.04% | 300,207 | $15,032,867 | $15,025,360 | -$7,507 | -0.05% | |
| Morgan Stanley | 0.00% | 254,678 | $12,753,088 | $12,746,634 | -$6,454 | -0.05% | |
| Stifel Financial Corp | 0.01% | 254,576 | $12,748,010 | $12,741,529 | -$6,481 | -0.05% | |
| 49 Wealth Management, Llc | 0.90% | 240,798 | $12,057,984 | $12,051,940 | -$6,044 | -0.05% | |
| Equitable Holdings, Inc. | 0.05% | 167,687 | $8,417,049 | $8,392,734 | -$24,315 | -0.29% | |
| Raymond James Financial Inc | 0.00% | 162,493 | $8,136,813 | $8,132,775 | -$4,038 | -0.05% | |
| Nations Financial Group Inc | 0.39% | 149,397 | $7,481,060 | $7,477,320 | -$3,740 | -0.05% | |
| Envestnet Asset Management Inc | 0.00% | 145,333 | $7,277,535 | $7,273,917 | -$3,618 | -0.05% | |
| Goldman Sachs Group Inc | 0.00% | 121,185 | $6,068,339 | $6,065,309 | -$3,030 | -0.05% | |
| Ubs Group Ag | 0.00% | 114,537 | $5,735,440 | $5,732,577 | -$2,863 | -0.05% | |
| Acorn Financial Advisory Services Inc | 0.63% | 92,241 | $4,618,972 | $4,616,662 | -$2,310 | -0.05% | |
| Sunrise Financial Services, Llc | 2.64% | 74,504 | $3,730,783 | $3,728,925 | -$1,858 | -0.05% | |
| Alpine Bank Wealth Management | 0.51% | 70,638 | $3,537,198 | $3,535,432 | -$1,766 | -0.05% | |
| Rockefeller Capital Management L.P. | 0.01% | 58,376 | $2,923,224 | $2,921,719 | -$1,505 | -0.05% | |
| Truist Financial Corp | 0.00% | 45,001 | $2,253,442 | $2,252,300 | -$1,142 | -0.05% | |
| Formidable Asset Management, Llc | 0.30% | 38,404 | $1,927,680 | $1,922,120 | -$5,560 | -0.29% | |
| Private Advisor Group, Llc | 0.01% | 36,582 | $1,831,861 | $1,830,929 | -$932 | -0.05% | |
| Wealthcare Advisory Partners Llc | 0.03% | 35,483 | $1,776,811 | $1,775,924 | -$887 | -0.05% | |
| Heck Capital Advisors, Llc | 0.11% | 29,850 | $1,494,739 | $1,493,993 | -$747 | -0.05% | |
| Lido Advisors, Llc | 0.01% | 28,441 | $1,424,188 | $1,423,472 | -$716 | -0.05% | |
| Marshall & Sterling Wealth Advisors Inc. | 0.88% | 27,011 | $1,352,566 | $1,351,901 | -$665 | -0.05% | |
| Independent Advisor Alliance | 0.01% | 22,249 | $1,114,118 | $1,113,562 | -$556 | -0.05% | |
| Kpp Advisory Services Llc | 0.15% | 21,273 | $1,065,245 | $1,064,714 | -$531 | -0.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,766 | $1,039,870 | $1,039,338 | -$532 | -0.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,527 | $1,028,486 | $1,027,376 | -$1,110 | -0.11% | |
| Curran Financial Partners, Llc | 0.17% | 18,535 | $928,140 | $927,677 | -$463 | -0.05% | |
| Kestra Advisory Services, Llc | 0.00% | 16,660 | $834,263 | $833,833 | -$430 | -0.05% | |
| Crescent Grove Advisors, Llc | 0.07% | 14,055 | $703,804 | $703,453 | -$351 | -0.05% | |
| Amplius Wealth Advisors, Llc | 0.06% | 13,475 | $674,761 | $674,424 | -$337 | -0.05% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 13,400 | $671,002 | $670,670 | -$332 | -0.05% | |
| Retirement Capital Strategies | 0.23% | 12,115 | $606,654 | $606,356 | -$298 | -0.05% | |
| Crew Capital Management, Ltd | 0.39% | 11,817 | $591,736 | $591,441 | -$295 | -0.05% | |
| Global View Capital Management Llc | 0.16% | 11,751 | $588,431 | $588,138 | -$293 | -0.05% | |
| Mgo One Seven Llc | 0.01% | 10,395 | $520,531 | $520,270 | -$261 | -0.05% | |
| Highpoint Advisor Group Llc | 0.02% | 10,240 | $512,775 | $512,512 | -$263 | -0.05% | |
| World Investment Advisors | 0.01% | 10,087 | $505,107 | $504,854 | -$253 | -0.05% | |
| Valtinson Bruner Financial Planning Llc | 0.14% | 10,012 | $501,374 | $501,101 | -$273 | -0.05% | |
| Cetera Investment Advisers | 0.00% | 9,450 | $473,211 | $472,973 | -$239 | -0.05% | |
| Mariner, Llc | 0.00% | 8,507 | $425,988 | $425,775 | -$213 | -0.05% | |
| Sax Wealth Advisors, Llc | 0.02% | 8,305 | $416,846 | $415,665 | -$1,181 | -0.28% | |
| Gts Securities Llc | 0.01% | 7,535 | $377,315 | $377,127 | -$188 | -0.05% | |
| Kingsview Wealth Management, Llc | 0.00% | 6,981 | $349,574 | $349,399 | -$175 | -0.05% | |
| Jane Street Group, Llc | 0.00% | 6,628 | $331,897 | $331,731 | -$166 | -0.05% | |
| Perspective Wealth Advisors Llc | 0.21% | 6,562 | $328,592 | $328,428 | -$164 | -0.05% | |
| Sigma Planning Corp | 0.01% | 6,338 | $317,372 | $317,217 | -$155 | -0.05% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 5,485 | $274,682 | $274,524 | -$158 | -0.06% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,000 | $250,375 | $250,250 | -$125 | -0.05% | |
| Crews Bank & Trust | 0.03% | 3,600 | $180,270 | $180,180 | -$90 | -0.05% | |
| Ifp Advisors, Inc | 0.00% | 3,397 | $170,105 | $170,020 | -$85 | -0.05% |
Frequently asked questions about OBIL
Who owns the most OBIL stock?
The largest holders of OBIL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US TREASURY 12 MONTH BILL (OBIL).
Is OBIL widely held by superinvestors?
Many widely followed stocks like OBIL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OBIL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.