Institutional Investors & 13F Filers
Browse 20,010 institutional filers ranked by AUM, holdings count, and quarterly activity. Sourced from SEC 13F filings, institutional manager indexes, and broker-dealer registrations.
Top 20 Institutions by AUM
| Rank | Name | CIK | AUM |
|---|---|---|---|
| 1 | BlackRock, Inc. | 2012383 | $6.7T |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | $4.7T |
| 3 | STATE STREET CORP | 93751 | $3.4T |
| 4 | FMR LLC | 315066 | $2.3T |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | $2.2T |
| 6 | MORGAN STANLEY | 895421 | $1.9T |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | $1.9T |
| 8 | JPMORGAN CHASE & CO | 19617 | $1.7T |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | $1.6T |
| 10 | Invesco Ltd. | 914208 | $1.3T |
| 11 | NORGES BANK | 1374170 | $1.0T |
| 12 | GOLDMAN SACHS GROUP INC | 886982 | $953.5B |
| 13 | NORTHERN TRUST CORP | 73124 | $859.8B |
| 14 | Capital World Investors | 1422849 | $846.4B |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | $751.3B |
| 16 | Capital Research Global Investors | 1422848 | $716.9B |
| 17 | UBS Group AG | 1610520 | $629.2B |
| 18 | Bank of New York Mellon Corp | 1390777 | $609.3B |
| 19 | ROYAL BANK OF CANADA | 1000275 | $590.8B |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | $580.1B |
Total Institutions
13F Filers
Top 10 AUM
Top 10 Avg Holdings
Bank AUM
Top 10 Activity
Top Institutions by AUM
Most Active Institutions
Positions changedName | Source | Type | CIK | AUM | |
|---|---|---|---|---|---|
Browse all institutionsPage 55 of 201 · 20,010 total
- GatePass Capital, LLCInvestment Adviser
- MOKAN Wealth Management Inc.Investment Adviser
- Five Oceans AdvisorsInvestment Adviser
- Emprise BankInvestment Adviser
- Twin Lakes Capital Management, LLCInvestment Adviser
- JBR Co Financial Management IncInvestment Adviser
- Fairtree Asset Management LtdInvestment Adviser
- NYL Investors LLCMutual Fund
- HORIZON FINANCIAL SERVICES, LLCInvestment Adviser
- Cherry Creek Investment Advisors, Inc.Investment Adviser
- Bravera WealthInvestment Adviser
- VIRTUS ADVISERS, LLCMutual Fund
- Revere Asset Management, IncInvestment Adviser
- Cottage Street Advisors LLCInvestment Adviser
- 4D Advisors, LLCInvestment Adviser
- NORTHBRIDGE FINANCIAL GROUP, LLCInvestment Adviser
- WEIK CAPITAL MANAGEMENTInvestment Adviser
- QUARRY HILL ADVISORS, LLCInvestment Adviser
- PATRON PARTNERS, LLCBank
- Midwest Financial Partners Investments, Inc.Bank
- Family Office Research LLCInvestment Adviser
- Family CFO IncInvestment Adviser
- Heritage Wealth Management, Inc./TexasInvestment Adviser
- Palmer Knight CoInvestment Adviser
- MY.Alpha Management HK Advisors LtdInvestment Adviser
- Optimist Retirement Group LLCInvestment Adviser
- Cherokee Insurance CoInvestment Adviser
- HOWARD BAILEY SECURITIES, LLCInvestment Adviser
- Elevation Capital Advisory, LLCInvestment Adviser
- Heritage Family Offices, LLPInvestment Adviser
- WILLIAM JOHN SEMPOLINSKIInvestment Adviser
- New England Research & Management, Inc.Investment Adviser
- Alternative Investment Advisors, LLC.Investment Adviser
- Endowment Wealth Management, Inc.Investment Adviser
- Mirabaud & Cie SAInvestment Adviser
- Werlinich Asset Management, LLCInvestment Adviser
- 5th Street Advisors, LLCInvestment Adviser
- Resolute Wealth Strategies, LLCInvestment Adviser
- Mach-1 Financial Group, LLCInvestment Adviser
- Lloyd Advisory Services, LLC.Investment Adviser
- SmartHarvest Portfolios, LLCInvestment Adviser
- Family Capital Management, Inc.Investment Adviser
- DUDLEY CAPITAL MANAGEMENT, LLCInvestment Adviser
- GREAT HILL PARTNERS, L.P.Investment Adviser
- Robertson Opportunity Capital, LLCInvestment Adviser
- Inherent Management Corp.Investment Adviser
- Gainplan LLCInvestment Adviser
- Prospect Hill Management, LLCInvestment Adviser
- BullishInvestment Adviser
- Hiley Hunt Wealth ManagementInvestment Adviser
- Metavasi Capital LPInvestment Adviser
- FAI Advisors, Inc.Investment Adviser
- Eastover Investment Advisors LLCInvestment Adviser
- Transcendent Capital Group LLCInvestment Adviser
- UNTITLED INVESTMENTS LPInvestment Adviser
- Guardian Financial Partners, LLCInvestment Adviser
- Birchcreek Wealth Management, LLCInvestment Adviser
- DAILY JOURNAL CORPInvestment Adviser
- CNB BankInvestment Adviser
- Long Island Wealth Management, Inc.Investment Adviser
- Kiker Wealth Management, LLCInvestment Adviser
- BYRNE FINANCIAL FREEDOM, LLCInvestment Adviser
- Sprinkle Financial Consultants LLCTrust / Endowment
- NBZ Investment Advisors LLCInvestment Adviser
- Punch Card Management L.P.Investment Adviser
- Wealth Management Strategies, Inc.Bank
- Causey Wealth LLCInvestment Adviser
- 1248 Management, LLCInvestment Adviser
- Diesslin Group, Inc.Investment Adviser
- 626 Financial, LLCInvestment Adviser
- Tull Financial Group, Inc.Investment Adviser
- Altrafin AGInvestment Adviser
- State Insurance FundInvestment Adviser
- Tribridge Partners Financial LLCInvestment Adviser
- Politan Capital Management LPInvestment Adviser
- Melone Private Wealth, LLCInvestment Adviser
- SEAMOUNT FINANCIAL GROUP INCInvestment Adviser
- Flatrock Wealth Partners LLCInvestment Adviser
- WOODWARD DIVERSIFIED CAPITAL, LLCInvestment Adviser
- Eos Management, L.P.Investment Adviser
- Miller Capital Partners, Inc.Investment Adviser
- Insight Wealth Partners, LLCInvestment Adviser
- Millington Financial Advisors, LLCInvestment Adviser
- Essex Woodlands Management, Inc.Investment Adviser
- Kaizen Financial StrategiesInvestment Adviser
- Physician Wealth Solutions Inc.Investment Adviser
- Hippocratic Financial Advisors, LLCInvestment Adviser
- Woodward Financial Advisors, Inc.Investment Adviser
- McKinney Capital Management, LLCInvestment Adviser
- Oxinas Partners, LLCBank
- TRV GP IV, LLCInvestment Adviser
- Innova Wealth PartnersInvestment Adviser
- Haven Private, LLCInvestment Adviser
- UDINE WEALTH MANAGEMENT, INC.Investment Adviser
- WJ Wealth Management, LLCInvestment Adviser
- Ergawealth Advisors, Inc.Investment Adviser
- OPTIMA CAPITAL LLCInvestment Adviser
- Dogwood Wealth Management LLCInvestment Adviser
- DCM Advisors, LLCInvestment Adviser
- Davidson Kahn Capital Management, LLCInvestment Adviser