List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 5601 | Performa Ltd (US) LLC | 2024Q4 | 51 | $284.05M |
| 5602 | Perfromance Wealth Partners LLC | 2025Q1 | 165 | $2.78B |
| 5603 | Perigon Wealth Management LLC | 2025Q1 | 988 | $3.74B |
| 5604 | Periscope Capital Inc. | 2024Q4 | 48 | $89.92M |
| 5605 | Perissos Private Wealth Management LLC | 2025Q1 | 70 | $104.99M |
| 5606 | PERKINS CAPITAL MANAGEMENT INC | 2024Q4 | 81 | $112.72M |
| 5607 | Perkins Coie Trust Co | 2025Q1 | 494 | $440.96M |
| 5608 | Permanens Capital L.P. | 2024Q4 | 51 | $507.71M |
| 5609 | Permanent Capital Management LP | 2025Q1 | 78 | $348.56M |
| 5610 | Permian Investment Partners, LP | 2024Q4 | 5 | $555.19M |
| 5611 | Permira Holdings LTD | 2024Q4 | 2 | $2.35B |
| 5612 | PERMIT CAPITAL LLC | 2024Q4 | 31 | $290.37M |
| 5613 | Perpetual Ltd | 2025Q1 | 410 | $8.25B |
| 5614 | Perritt Capital Management Inc | 2024Q4 | 306 | $192.41M |
| 5615 | PERRY CREEK CAPITAL LP | 2024Q4 | 10 | $191.83M |
| 5616 | Perseverance Asset Management International | 2024Q4 | 19 | $742.02M |
| 5617 | Pershing Square Capital Management, L.P. | 2024Q4 | 11 | $12.66B |
| 5618 | Persistent Asset Partners Ltd | 2024Q4 | 96 | $116.74M |
| 5619 | Persium Advisors LLC | 2025Q1 | 57 | $105.48M |
| 5620 | PERSONAL CFO SOLUTIONS LLC | 2025Q1 | 444 | $490.98M |
| 5621 | Pertento Partners LLP | 2024Q4 | 24 | $972.25M |
| 5622 | Peterson Wealth Advisors LLC | 2025Q1 | 81 | $477.39M |
| 5623 | PETERSON WEALTH MANAGEMENT | 2024Q4 | 50 | $168.03M |
| 5624 | Peterson Wealth Services | 2024Q4 | 215 | $332.85M |
| 5625 | Petiole USA ltd | 2024Q4 | 39 | $158.9M |
| 5626 | Petix & Botte Co | 2024Q4 | 120 | $366.52M |
| 5627 | PETRA FINANCIAL ADVISORS INC | 2025Q1 | 113 | $112.37M |
| 5628 | PETREDIS INVESTMENT ADVISORS LLC | 2025Q1 | 100 | $956.56M |
| 5629 | Petros Family Wealth LLC | 2025Q1 | 121 | $90.27M |
| 5630 | Petrus Trust Company LTA | 2024Q4 | 572 | $1.03B |
| 5631 | Pettee Investors Inc. | 2025Q1 | 109 | $167.41M |
| 5632 | Pettinga Financial Advisors LLC | 2025Q1 | 125 | $418.52M |
| 5633 | PETTYJOHN WOOD & WHITE INC | 2024Q4 | 191 | $543.87M |
| 5634 | PFC CAPITAL GROUP INC. | 2024Q4 | 66 | $206.75M |
| 5635 | PFG Advisors | 2024Q4 | 656 | $1.55B |
| 5636 | PFG Investments LLC | 2025Q1 | 988 | $1.52B |
| 5637 | PFG Private Wealth Management LLC | 2024Q4 | 235 | $137.66M |
| 5638 | PFIZER INC | 2024Q4 | 23 | $2.59B |
| 5639 | Pflug Koory LLC | 2025Q1 | 378 | $176.77M |
| 5640 | PFM Health Sciences, LP | 2024Q4 | 71 | $1.28B |
| 5641 | PFS Partners LLC | 2025Q1 | 435 | $183.76M |
| 5642 | PFW Advisors LLC | 2025Q1 | 118 | $306.83M |
| 5643 | PGGM Investments | 2024Q4 | 345 | $7.52B |
| 5644 | PGIM Custom Harvest LLC | 2024Q4 | 259 | $5.12B |
| 5645 | Pharo Management Inc. | 2024Q4 | 1 | $10.54M |
| 5646 | PharVision Advisers LLC | 2024Q4 | 380 | $118.27M |
| 5647 | Phase 2 Partners LLC | 2024Q4 | 25 | $132.9M |
| 5648 | Phil A. Younker & Associates Ltd. | 2025Q1 | 27 | $99.48M |
| 5649 | Philadelphia Financial Management of San Francisco LLC | 2024Q4 | 35 | $497.32M |
| 5650 | PHILADELPHIA TRUST CO | 2024Q4 | 244 | $1.36B |