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
1051 BLUESTEM FINANCIAL ADVISORS LLC 2025Q1 26 $201.35M
1052 BlueStem Wealth Partners LLC 2025Q1 103 $733.34M
1053 Blume Capital Management Inc. 2025Q1 453 $434.38M
1054 BML Capital Management LLC 2025Q1 26 $123.56M
1055 BNC WEALTH MANAGEMENT LLC 2025Q1 97 $277.31M
1056 BNP PARIBAS 2025Q1 356 $2.41B
1057 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2025Q1 775 $36.98B
1058 BNP PARIBAS FINANCIAL MARKETS 2025Q1 4350 $129.21B
1059 Board of the Pension Protection Fund 2025Q1 140 $87.06M
1060 Board of Trustees of The Leland Stanford Junior University 2025Q1 20 $1.18B
1061 BOCHK Asset Management Ltd 2025Q1 49 $177.61M
1062 Bogart Wealth LLC 2025Q1 1392 $2.12B
1063 Boit C F David 2025Q1 127 $199.25M
1064 BOK Financial Private Wealth Inc. 2025Q1 464 $1.33B
1065 BOKF NA 2025Q1 1279 $5.66B
1066 Bollard Group LLC 2025Q1 274 $3.8B
1067 Bolthouse Investments LLC 2025Q1 72 $95.88M
1068 Boltwood Capital Management 2025Q1 161 $296.46M
1069 Bond & Devick Financial Network Inc. 2025Q1 153 $235.83M
1070 Bond Capital Management LP 2025Q1 5 $185.74M
1071 Bonfire Financial 2025Q1 49 $108.47M
1072 BONNESS ENTERPRISES INC 2025Q1 37 $306.51M
1073 BONTEMPO OHLY CAPITAL MGMT LLC 2025Q1 31 $207.37M
1074 Boomfish Wealth Group LLC 2025Q1 80 $149.35M
1075 BOONE CAPITAL MANAGEMENT LLC 2025Q1 12 $293.83M
1076 Boothbay Fund Management LLC 2025Q1 1038 $2.73B
1077 Boothe Investment Group Inc. 2025Q1 32 $193.65M
1078 Bordeaux Wealth Advisors LLC 2025Q1 157 $540.01M
1079 Border to Coast Pensions Partnership Ltd 2025Q1 83 $4.88B
1080 Borer Denton & Associates Inc. 2025Q1 59 $282.74M
1081 Bornite Capital Management LP 2025Q1 28 $388.32M
1082 BOS Asset Management LLC 2025Q1 156 $259.43M
1083 Bosman Wealth Management LLC 2025Q1 42 $98.46M
1084 Boston Common Asset Management LLC 2025Q1 291 $3.29B
1085 BOSTON FAMILY OFFICE LLC 2025Q1 268 $1.39B
1086 Boston Partners 2025Q1 701 $82.69B
1087 BOSTON RESEARCH & MANAGEMENT INC 2025Q1 116 $402.7M
1088 Boston Standard Wealth Management LLC 2025Q2 46 $554.76M
1089 Boston Trust Walden Corp 2025Q1 372 $13.69B
1090 BostonPremier Wealth LLC 2025Q1 58 $161.09M
1091 BOSUN ASSET MANAGEMENT LLC 2025Q1 185 $208.46M
1092 Bouchey Financial Group Ltd 2025Q1 133 $1.05B
1093 Boulay Financial Advisors LLC 2025Q1 2 $299.3M
1094 Boulder Wealth Advisors LLC 2025Q1 25 $162.81M
1095 Boundary Creek Advisors LP 2025Q1 11 $109.67M
1096 BOURGEON CAPITAL MANAGEMENT LLC 2025Q1 103 $455.06M
1097 BOURNE LENT ASSET MANAGEMENT INC 2025Q1 61 $233.08M
1098 Boussard & Gavaudan Investment Management LLP 2025Q1 17 $142.77M
1099 Bouvel Investment Partners LLC 2025Q1 75 $251.3M
1100 BOWEN HANES & CO INC 2025Q1 147 $3.59B
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