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Filers›Asset Manager›HighTower Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

HighTower Advisors, LLC

HighTower's asset manager based in Chicago, IL — $94.2B in tracked AUM across 3,796 positions as of Q1 2026.

H
HighTower·Chicago, IL·Asset Manager
CIK 0001462245 · last filed Mar 31, 2026
Total AUM
$94.2B
▲ 9.1%
vs prior
Holdings
3,796
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HighTower Advisors held $94.2B across 3,796 positions, an RIA-platform book blending direct megacaps (Apple 3.2%, Microsoft 2.0%, NVIDIA 1.4%) with core ETFs (IVV, SPY, VOO) and a Berkshire Hathaway A-share stake. The standout Q1 move was a roughly $1.7B addition to Johnson & Johnson, alongside increases in SPY (+$454M), IVV (+$238M), Chevron (+$211M) and ExxonMobil (+$248M). The firm trimmed Microsoft (-$548M), Alphabet, Berkshire and Eli Lilly. New positions in QQQ, emerging-markets VWO, Umicore, Walmart and RTX; exits in IBM and Bank of America. Assets rose from $91.4B to $94.2B.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$3.0B11.8M3.2%
02
JNJ
JOHNSON & JOHNSON
$2.6B10.5M2.7%
03
IVV
ISHARES TR
$2.1B3.2M2.2%
04
MSFT
MICROSOFT CORP
$1.9B5.1M2.0%
05
SPY
STATE STR SPDR S&P 500 ETF T
$1.8B2.8M1.9%
06
VOO
VANGUARD INDEX FDS
$1.6B2.7M1.7%
07
BRK/A
BERKSHIRE HATHAWAY INC DEL
$1.4B2K1.5%
08
NVDA
NVIDIA CORPORATION
$1.3B7.7M1.4%
09
XOM
EXXON MOBIL CORP
$1.2B7.2M1.3%
10
AMZN
AMAZON COM INC
$1.2B5.7M1.3%

Filing history

Filing history loading…
AI Agent · grounded in HighTower
haiku-4-5 · 3,796 positions indexed
Sector mix
  • Tech9%
  • Financials9%
  • Health Care14%
  • Cons. Disc.4%
  • Energy27%
  • Other37%
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