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
8051 William B. Walkup & Associates Inc. 2025Q1 162 $164.01M
8052 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2025Q1 423 $35.62B
8053 William Howard & Co Financial Advisors Inc 2025Q1 47 $86.18M
8054 William Marsh Rice University 2025Q1 3 $236.89M
8055 Williams & Novak LLC 2025Q1 121 $85.2M
8056 Williams Financial LLC 2025Q1 15 $143.07M
8057 Williams Jones Wealth Management LLC. 2025Q1 500 $7.83B
8058 Williamson Legacy Group LLC 2025Q1 102 $105.33M
8059 Willis Investment Counsel 2025Q1 117 $1.49B
8060 Willis Johnson & Associates Inc. 2025Q1 153 $1.21B
8061 WILLNER & HELLER LLC 2025Q1 145 $107.85M
8062 Willow Creek Wealth Management Inc. 2024Q4 146 $837.95M
8063 Wills Financial Group Inc. 2024Q4 65 $231.61M
8064 Wills Financial Group LLC 2025Q1 62 $225.54M
8065 Wilmar Advisors LLC 2025Q1 16 $96.61M
8066 Wilmington Savings Fund Society FSB 2025Q1 2027 $5.31B
8067 WILSEY ASSET MANAGEMENT INC 2025Q1 24 $498.93M
8068 Wilshire Advisors LLC 2025Q1 11 $27.62M
8069 Wilson & Boucher Capital Management LLC 2025Q1 107 $134.23M
8070 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2025Q1 32 $374.09M
8071 WIM INVESTMENT MANAGEMENT Ltd 2025Q1 15 $239.66M
8072 WIMMER ASSOCIATES 1 LLC 2025Q1 106 $189.59M
8073 WIN ADVISORS, INC 2025Q1 54 $194.67M
8074 WINCAP FINANCIAL LLC 2025Q1 73 $89.68M
8075 Winch Advisory Services LLC 2025Q1 492 $378.23M
8076 Wind River Trust Co 2025Q1 9 $233.08M
8077 WINDACRE PARTNERSHIP LLC 2025Q1 13 $6.67B
8078 Winder Pte. Ltd. 2024Q4 0 $0
8079 Windle Wealth LLC 2025Q1 31 $194.16M
8080 Windmill Hill Asset Management Ltd 2025Q1 26 $323.13M
8081 Windsor Advisory Group LLC 2025Q1 53 $77.36M
8082 Windsor Capital Management LLC 2025Q1 109 $279.89M
8083 WINDWARD CAPITAL MANAGEMENT CO 2025Q1 71 $1.16B
8084 Windward Private Wealth Management Inc. 2025Q1 38 $190.75M
8085 WINEBRENNER CAPITAL MANAGEMENT LLC 2025Q1 119 $109.42M
8086 Wingate Wealth Advisors Inc. 2025Q1 86 $81.36M
8087 WINMILL & CO INC 2025Q1 56 $328.97M
8088 WINSLOW ASSET MANAGEMENT INC 2025Q1 73 $453.31M
8089 Winslow Capital Management LLC 2025Q1 65 $25.07B
8090 Winthrop Advisory Group LLC 2025Q1 152 $822.02M
8091 Winthrop Capital Management LLC 2025Q1 312 $360.54M
8092 WINTON GROUP Ltd 2025Q1 656 $1.64B
8093 WINTRUST INVESTMENTS LLC 2024Q4 411 $111.27M
8094 WISCONSIN CAPITAL MANAGEMENT LLC 2025Q1 47 $156.61M
8095 Wise Wealth Partners 2025Q1 46 $37.07M
8096 Wiser Advisor Group LLC 2025Q1 275 $67.73M
8097 Wiser Wealth Management Inc 2025Q1 45 $258.32M
8098 Wishbone Management LP 2025Q1 4 $166.67M
8099 WIT LLC 2025Q1 12 $3.28B
8100 WIT Partners Advisory Pte. Ltd. 2025Q1 1 $302.91M
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