Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7801 WEBSTER BANK N. A. 2025Q1 547 $893.99M
7802 WEBSTERROGERS FINANCIAL ADVISORS LLC 2025Q1 77 $262.86M
7803 WEDBUSH SECURITIES INC 2024Q4 1134 $2.8B
7804 WEDGE CAPITAL MANAGEMENT L L P 2025Q1 512 $5.16B
7805 WEDGEWOOD INVESTORS INC 2024Q4 96 $84.88M
7806 WEDGEWOOD PARTNERS INC 2024Q4 19 $507.93M
7807 Wedmont Private Capital 2025Q1 689 $1.77B
7808 WEIK CAPITAL MANAGEMENT 2024Q4 93 $245.84M
7809 Weil Company Inc. 2024Q4 105 $289.02M
7810 Weinberger Asset Management Inc 2025Q1 79 $232.9M
7811 Weiss Asset Management LP 2024Q4 516 $2.77B
7812 WEITZ WALLACE R & CO 2024Q4 46 $1.94B
7813 Weitzel Financial Services Inc. 2024Q4 40 $198.42M
7814 Wela Strategies Inc. 2025Q1 50 $232.81M
7815 WELCH & FORBES LLC 2024Q4 375 $7.77B
7816 WELCH CAPITAL PARTNERS LLC 2024Q4 21 $463.08M
7817 Welch Group LLC 2025Q1 266 $2.27B
7818 Well Done LLC 2025Q1 173 $545.89M
7819 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2025Q1 20 $8B
7820 Wellesley Asset Management 2024Q4 1 $1.05M
7821 WELLINGTON MANAGEMENT CO LLP 2024Q4 1797 $545.28B
7822 Wellington Shields & Co. LLC 2024Q4 295 $326.13M
7823 Wellington Shields Capital Management LLC 2024Q4 306 $565.37M
7824 Wellington Wealth Strategies LLC. 2024Q4 65 $105.5M
7825 WELLS FARGO & CO 2024Q4 6207 $408.46B
7826 Wells Financial Advisors INC 2024Q4 75 $72.84M
7827 Wells Trecaso Financial Group LLC 2025Q1 91 $298.32M
7828 Wellspring Financial Advisors LLC 2024Q4 144 $931.26M
7829 WENDELL DAVID ASSOCIATES INC 2025Q1 151 $1B
7830 Werba Rubin Papier Wealth Management 2024Q4 190 $419.53M
7831 Werlinich Asset Management LLC 2025Q1 59 $157.47M
7832 Wernau Asset Management Inc. 2024Q4 45 $102.76M
7833 WESBANCO BANK INC 2025Q1 613 $2.88B
7834 WESCAP Management Group Inc. 2024Q4 92 $388.73M
7835 Wescott Financial Advisory Group LLC 2024Q4 162 $911.68M
7836 Wesleyan Assurance Society 2024Q4 107 $1.31B
7837 WESPAC Advisors LLC 2024Q4 153 $128.15M
7838 WESPAC Advisors SoCal LLC 2024Q4 95 $413.14M
7839 WEST BANCORPORATION INC 2025Q1 93 $147.21M
7840 West Branch Capital LLC 2025Q1 520 $299.36M
7841 WEST CHESTER CAPITAL ADVISORS INC 2024Q4 59 $137.07M
7842 West Coast Financial LLC 2025Q1 162 $876.01M
7843 West Family Investments Inc. 2024Q4 283 $276.66M
7844 West Financial Advisors LLC 2025Q1 199 $462.73M
7845 WEST MICHIGAN ADVISORS LLC 2024Q4 227 $320.23M
7846 West Oak Capital LLC 2025Q1 304 $2.59M
7847 WEST PACES ADVISORS INC. 2025Q1 563 $439.01M
7848 West Tower Group LLC 2024Q4 76 $45.11M
7849 West Wealth Group LLC 2024Q4 88 $321.45M
7850 Westbourne Investment Advisors Inc. 2024Q4 84 $292.24M
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