FORAFORIAN INC
CUSIP 34630N106 · Yahoo Finance ↗ · Google Finance ↗
Forian Inc (FORA) has 31 institutional holders in Filings Flow’s 13F database, together reporting 3.03M shares worth $6M as of Q1 2026. The largest reported holders are Oracle Investment Management Inc, Staley Capital Advisers Inc, and Vanguard Group Inc.
Institutional Holders
31
Q1 2026
Reported Value
$6M
Ticker
FORA
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ORACLE INVESTMENT MANAGEMENT INC$168M AUM | 1.72% | $3M | 1.37M | Q4 2025OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.10% | $2M | 1.10M | Q1 2026 |
| Diversified Investment Strategies, LLC$157M AUM | 0.06% | $99,360 | 48.0K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 0.05% | $109,000 | 52.7K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 0.04% | $834,152 | 403.0K | Q1 2026 |
| Canton Hathaway, LLC$496M AUM | 0.02% | $93,280 | 44.0K | Q4 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.01% | $31,050 | 15.0K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.01% | $51,750 | 25.0K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.00% | $100,159 | 48.4K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $168,575 | 81.4K | Q1 2026 |
| Catherine Avery Investment Management LLC$223M AUM | 0.00% | $2,717 | 1.3K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $37,077 | 17.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $34,234 | 15.2K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $85,491 | 41.3K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $171,013 | 82.6K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $1M | 654.4K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $400,097 | 193.2K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 744.0K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $756 | 365 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $89,327 | 43.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $71,485 | 34.5K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $40,299 | 19.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $56,619 | 28.9K | Q2 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $14,465 | 7.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $1,125 | 500 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $207 | 100 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $38,506 | 18.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $67,604 | 32.7K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $111,486 | 53.9K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $144,337 | 69.7K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1,035 | 500 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 2.3K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2 | 1 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,101 | 1.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8 | 4 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $398 | 203 | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $117 | 52 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $46 | 22 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $144 | 68 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4 | 2 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2 | 1 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.