List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
1201 | BROWN ADVISORY INC | 2025Q1 | 1305 | $69.87B |
1202 | BROWN BROTHERS HARRIMAN & CO | 2024Q4 | 1455 | $14.26B |
1203 | Brown Capital Management, LLC | 2024Q4 | 118 | $4.32B |
1204 | Brown Financial Advisors | 2024Q4 | 121 | $237.08M |
1205 | Brown Financial Advisory | 2025Q1 | 49 | $157.67M |
1206 | BROWN LISLE/CUMMINGS INC. | 2025Q1 | 774 | $342.42M |
1207 | Brown Miller Wealth Management LLC | 2025Q1 | 180 | $288.97M |
1208 | Brown Shipley& Co Ltd | 2024Q4 | 65 | $201.43M |
1209 | Brown University | 2025Q1 | 14 | $216.08M |
1210 | BROWN WEALTH MANAGEMENT LLC | 2024Q4 | 80 | $263.62M |
1211 | Browning West LP | 2024Q4 | 3 | $998.28M |
1212 | Broyhill Asset Management | 2024Q4 | 72 | $103.35M |
1213 | Bruce & Co. Inc. | 2024Q4 | 39 | $309.91M |
1214 | Bruce G. Allen Investments LLC | 2025Q1 | 1088 | $126.3M |
1215 | Brucke Financial Inc. | 2024Q4 | 133 | $108M |
1216 | Brueske Advisory Services LLC | 2025Q1 | 50 | $78.86M |
1217 | BRUNI J V & CO | 2024Q4 | 31 | $883.36M |
1218 | BRX Global LP | 2024Q4 | 4 | $141.49M |
1219 | Bryant Woods Investment Advisors LLC | 2025Q1 | 48 | $206.31M |
1220 | Bryce Point Capital LLC | 2024Q4 | 398 | $345.07M |
1221 | Bryn Mawr Capital Management LLC | 2025Q1 | 376 | $1.65B |
1222 | BSN CAPITAL PARTNERS Ltd | 2024Q4 | 12 | $2.5B |
1223 | BSW Wealth Partners | 2025Q1 | 303 | $620.38M |
1224 | BTC Capital Management Inc. | 2025Q1 | 202 | $1.09B |
1225 | BTG Pactual Asset Management US LLC | 2024Q4 | 236 | $766.02M |
1226 | BTG Pactual NY Corporation | 2024Q4 | 151 | $427.01M |
1227 | BTS Asset Management Inc. | 2025Q1 | 35 | $88.57M |
1228 | Buck Wealth Strategies LLC | 2025Q1 | 115 | $499.37M |
1229 | BUCKHEAD CAPITAL MANAGEMENT LLC | 2024Q4 | 123 | $312.2M |
1230 | Buckingham Capital Management Inc. | 2024Q4 | 128 | $833.38M |
1231 | Buckley Wealth Management LLC | 2024Q4 | 101 | $326.64M |
1232 | Buffington Mohr McNeal | 2025Q1 | 108 | $483.52M |
1233 | BUILDER INVESTMENT GROUP INC | 2025Q1 | 98 | $351.85M |
1234 | Builders Vision LLC | 2024Q4 | 0 | $0 |
1235 | Bull Oak Capital LLC | 2025Q1 | 20 | $153.84M |
1236 | Bull Street Advisors LLC | 2025Q1 | 89 | $208.74M |
1237 | Bulldog Investors, LLP | 2024Q4 | 90 | $350.38M |
1238 | Bullseye Asset Management LLC | 2024Q4 | 61 | $212.77M |
1239 | Bullseye Investment Management LLC | 2024Q4 | 75 | $150.91M |
1240 | Bulltick Wealth Management LLC | 2024Q4 | 105 | $276.46M |
1241 | Burford Brothers Inc. | 2025Q1 | 153 | $203.13M |
1242 | Burgundy Asset Management Ltd. | 2024Q4 | 104 | $9.9B |
1243 | BURKE & HERBERT BANK & TRUST CO | 2025Q1 | 228 | $414.5M |
1244 | Burkehill Global Management LP | 2024Q4 | 38 | $1.05B |
1245 | BURKETT FINANCIAL SERVICES LLC | 2025Q1 | 252 | $245.46M |
1246 | BURLING WEALTH PARTNERS LLC | 2025Q1 | 165 | $474.97M |
1247 | BURNEY CO | 2024Q4 | 578 | $2.83B |
1248 | BURNS J W & CO INC | 2025Q1 | 187 | $771.5M |
1249 | Burns Matteson Capital Management LLC | 2025Q1 | 174 | $185.76M |
1250 | BURR FINANCIAL SERVICES LLC | 2025Q1 | 35 | $127.49M |