List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 751 | BAKER BOYER NATIONAL BANK | 2025Q1 | 73 | $271.09M |
| 752 | BAKER BROS. ADVISORS LP | 2025Q1 | 86 | $8.94B |
| 753 | Baker Chad R | 2025Q1 | 50 | $490.96M |
| 754 | Baker Ellis Asset Management LLC | 2025Q1 | 216 | $669.86M |
| 755 | BAKER TILLY WEALTH MANAGEMENT LLC | 2025Q1 | 234 | $253.54M |
| 756 | Balance Wealth LLC | 2025Q1 | 103 | $144.27M |
| 757 | Balanced Rock Investment Advisors LLC | 2025Q1 | 83 | $106.57M |
| 758 | BALANCED WEALTH GROUP LLC | 2025Q1 | 65 | $206.9M |
| 759 | Balboa Wealth Partners | 2025Q1 | 277 | $409.92M |
| 760 | Baldwin Investment Management LLC | 2025Q1 | 199 | $831.36M |
| 761 | BALDWIN WEALTH PARTNERS LLC | 2025Q1 | 226 | $1.3B |
| 762 | Balefire LLC | 2025Q1 | 197 | $273.04M |
| 763 | Balentine LLC | 2025Q1 | 192 | $2.37B |
| 764 | Ball & Co Wealth Management Inc. | 2025Q1 | 60 | $86.66M |
| 765 | BALLAST ADVISORS LLC | 2025Q1 | 156 | $310.32M |
| 766 | Ballast Asset Management LP | 2025Q1 | 54 | $189.74M |
| 767 | Ballast Inc. | 2025Q1 | 124 | $340.68M |
| 768 | Ballentine Capital Advisors Inc | 2025Q1 | 25 | $173.2M |
| 769 | Ballentine Partners LLC | 2025Q1 | 907 | $5.77B |
| 770 | Ballew Advisors Inc | 2025Q1 | 101 | $138.54M |
| 771 | Baltimore-Washington Financial Advisors Inc. | 2025Q1 | 150 | $1.86B |
| 772 | Balyasny Asset Management L.P. | 2025Q1 | 1921 | $39.25B |
| 773 | BAMCO INC /NY/ | 2025Q1 | 314 | $34.05B |
| 774 | BANC FUNDS CO LLC | 2025Q1 | 118 | $758.47M |
| 775 | BancFirst Trust & Investment Management | 2025Q2 | 38 | $209.75M |
| 776 | BANCO BILBAO VIZCAYA ARGENTARIA S.A. | 2025Q1 | 718 | $9.91B |
| 777 | Banco BTG Pactual S.A. | 2025Q1 | 157 | $400.83M |
| 778 | Banco de Sabadell S.A | 2025Q1 | 57 | $131.55M |
| 779 | Banco Santander, S.A | 2025Q1 | 467 | $8.98B |
| 780 | Bancreek Capital Management LP | 2025Q1 | 14 | $66.85M |
| 781 | Bandera Partners LLC | 2025Q1 | 18 | $277.93M |
| 782 | Bangor Savings Bank | 2025Q1 | 515 | $1.01B |
| 783 | Bank & Trust Co | 2025Q1 | 287 | $122.53M |
| 784 | BANK HAPOALIM BM | 2025Q1 | 117 | $684.64M |
| 785 | Bank Julius Baer & Co. Ltd Zurich | 2025Q1 | 595 | $29.88B |
| 786 | BANK OF AMERICA CORP | 2025Q1 | 6782 | $1.08T |
| 787 | Bank of Finland | 2025Q1 | 4 | $1.38B |
| 788 | BANK OF HAWAII | 2025Q1 | 245 | $1.74B |
| 789 | Bank of Italy | 2025Q1 | 8 | $1.89B |
| 790 | Bank of Jackson Hole Trust | 2025Q1 | 439 | $153.85M |
| 791 | Bank of Marin | 2025Q1 | 88 | $75.9M |
| 792 | BANK OF MONTREAL | 2025Q1 | 2988 | $188.64B |
| 793 | Bank of New Hampshire | 2025Q1 | 442 | $377.55M |
| 794 | Bank of New York Mellon Corp | 2025Q1 | 3959 | $504.69B |
| 795 | BANK OF NOVA SCOTIA | 2025Q1 | 913 | $44.01B |
| 796 | BANK OF NOVA SCOTIA TRUST CO | 2025Q1 | 129 | $937.26M |
| 797 | BANK OF STOCKTON | 2025Q1 | 141 | $313.82M |
| 798 | BANK OZK | 2025Q1 | 141 | $240.37M |
| 799 | Bank Pictet & Cie (Europe) AG | 2025Q1 | 186 | $4.19B |
| 800 | BankPlus Trust Department | 2025Q1 | 475 | $299.67M |