List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 5701 | Pershing Square Capital Management L.P. | 2025Q1 | 11 | $11.93B |
| 5702 | Persistent Asset Partners Ltd | 2025Q1 | 110 | $113.33M |
| 5703 | Persium Advisors LLC | 2025Q1 | 57 | $105.48M |
| 5704 | PERSONAL CFO SOLUTIONS LLC | 2025Q1 | 444 | $490.98M |
| 5705 | PERTENTO PARTNERS LLP | 2025Q1 | 19 | $837.39M |
| 5706 | Peterson Wealth Advisors LLC | 2025Q1 | 81 | $477.39M |
| 5707 | PETERSON WEALTH MANAGEMENT | 2024Q4 | 50 | $168.03M |
| 5708 | Peterson Wealth Services | 2025Q1 | 206 | $322.8M |
| 5709 | Petiole USA ltd | 2025Q1 | 38 | $141.55M |
| 5710 | Petix & Botte Co | 2025Q1 | 122 | $367.62M |
| 5711 | PETRA FINANCIAL ADVISORS INC | 2025Q1 | 113 | $112.37M |
| 5712 | PETREDIS INVESTMENT ADVISORS LLC | 2025Q1 | 100 | $956.56M |
| 5713 | Petros Family Wealth LLC | 2025Q1 | 121 | $90.27M |
| 5714 | Petrus Trust Company LTA | 2025Q1 | 575 | $1.07B |
| 5715 | Pettee Investors Inc. | 2025Q1 | 109 | $167.41M |
| 5716 | Pettinga Financial Advisors LLC | 2025Q1 | 125 | $418.52M |
| 5717 | PETTYJOHN WOOD & WHITE INC | 2025Q1 | 184 | $519.93M |
| 5718 | PFC CAPITAL GROUP INC. | 2025Q1 | 85 | $197.99M |
| 5719 | PFG Advisors | 2025Q1 | 666 | $1.69B |
| 5720 | PFG Investments LLC | 2025Q1 | 988 | $1.52B |
| 5721 | PFG Private Wealth Management LLC | 2025Q1 | 258 | $175.8M |
| 5722 | PFIZER INC | 2025Q1 | 21 | $500.84M |
| 5723 | Pflug Koory LLC | 2025Q1 | 378 | $176.77M |
| 5724 | PFM Health Sciences, LP | 2025Q1 | 62 | $1.27B |
| 5725 | PFS Partners LLC | 2025Q1 | 435 | $183.76M |
| 5726 | PFW Advisors LLC | 2025Q1 | 118 | $306.83M |
| 5727 | PGGM Investments | 2025Q1 | 347 | $7.42B |
| 5728 | PGIM Custom Harvest LLC | 2025Q1 | 241 | $4.18B |
| 5729 | Pharo Management Inc. | 2025Q1 | 0 | $0 |
| 5730 | PharVision Advisers LLC | 2025Q1 | 259 | $72.1M |
| 5731 | Phase 2 Partners LLC | 2024Q4 | 25 | $132.9M |
| 5732 | Phil A. Younker & Associates Ltd. | 2025Q1 | 27 | $99.48M |
| 5733 | Philadelphia Financial Management of San Francisco LLC | 2025Q1 | 42 | $449.98M |
| 5734 | PHILADELPHIA TRUST CO | 2025Q1 | 242 | $1.17B |
| 5735 | Philip James Wealth Mangement LLC | 2025Q1 | 165 | $779.63M |
| 5736 | PHILLIPS FINANCIAL MANAGEMENT LLC | 2025Q1 | 240 | $1.22B |
| 5737 | Phillips Wealth Planners LLC | 2025Q1 | 172 | $94.24M |
| 5738 | PhiloSmith Capital Corp | 2025Q1 | 23 | $363.58M |
| 5739 | Philosophy Capital Management LLC | 2025Q1 | 33 | $750.48M |
| 5740 | Phocas Financial Corp. | 2025Q1 | 145 | $652.25M |
| 5741 | Phoenix Financial Ltd. | 2025Q1 | 354 | $6.46B |
| 5742 | Phoenix Wealth Advisors | 2025Q1 | 122 | $212.96M |
| 5743 | Phraction Management LLC | 2025Q1 | 73 | $284.74M |
| 5744 | Physician Wealth Advisors Inc. | 2025Q1 | 1415 | $562.08M |
| 5745 | Physician Wealth Solutions Inc. | 2025Q1 | 37 | $176.63M |
| 5746 | PHYSICIANS FINANCIAL SERVICES INC. | 2025Q1 | 107 | $314.47M |
| 5747 | PICKERING ENERGY PARTNERS LP | 2025Q1 | 13 | $6.81M |
| 5748 | Pictet Asset Management Holding SA | 2025Q1 | 2003 | $89.91B |
| 5749 | PICTET BANK & TRUST Ltd | 2025Q1 | 36 | $81.81M |
| 5750 | Pictet North America Advisors SA | 2025Q1 | 137 | $968.02M |