List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
2601 | Family Office Research LLC | 2024Q4 | 75 | $228.13M |
2602 | FAMILY WEALTH PARTNERS LLC | 2025Q1 | 47 | $213M |
2603 | FARALLON CAPITAL MANAGEMENT LLC | 2024Q4 | 124 | $15.84B |
2604 | FARLEY CAPITAL L.P. | 2024Q4 | 15 | $113.21M |
2605 | FARMERS & MERCHANTS INVESTMENTS INC | 2025Q1 | 1732 | $3.05B |
2606 | Farmers & Merchants Trust Co of Chambersburg PA | 2025Q1 | 398 | $262.72M |
2607 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 2025Q1 | 191 | $394.27M |
2608 | FARMERS TRUST CO | 2025Q1 | 187 | $531.73M |
2609 | Farrell Financial LLC | 2025Q1 | 55 | $127.45M |
2610 | Farringdon Capital Ltd. | 2024Q4 | 415 | $231.08M |
2611 | Farrow Financial Inc. | 2024Q4 | 50 | $154.04M |
2612 | Farther Finance Advisors LLC | 2025Q1 | 4253 | $3.92B |
2613 | FAS Wealth Partners Inc. | 2024Q4 | 415 | $1.15B |
2614 | Fayez Sarofim & Co | 2024Q4 | 312 | $41.15B |
2615 | FC Advisory LLC | 2025Q1 | 89 | $273.84M |
2616 | FCA CORP | 2024Q4 | 183 | $320.25M |
2617 | FCG Investment Co | 2024Q4 | 85 | $164.38M |
2618 | FCPM III SERVICES B.V. | 2024Q4 | 7 | $589.96M |
2619 | FDx Advisors Inc. | 2025Q1 | 174 | $305.66M |
2620 | Fedenia Advisers LLC | 2025Q1 | 107 | $106.16M |
2621 | FEDERATED HERMES INC. | 2024Q4 | 2061 | $45.64B |
2622 | Federation des caisses Desjardins du Quebec | 2024Q4 | 2538 | $19.64B |
2623 | Fee-Only Financial Planning L.C. | 2025Q1 | 41 | $146.49M |
2624 | FengHe Fund Management Pte. Ltd. | 2024Q4 | 15 | $338.92M |
2625 | Fenimore Asset Management Inc | 2025Q1 | 91 | $4.72B |
2626 | Ferguson Shapiro LLC | 2025Q1 | 66 | $268.41M |
2627 | FERGUSON WELLMAN CAPITAL MANAGEMENT INC | 2025Q1 | 357 | $5.15B |
2628 | Fermata Advisors LLC | 2025Q1 | 270 | $478.69M |
2629 | FERNBRIDGE CAPITAL MANAGEMENT LP | 2024Q4 | 22 | $1.91B |
2630 | Fernwood Investment Management LLC | 2024Q4 | 165 | $287.57M |
2631 | FF Advisors LLC | 2024Q4 | 83 | $138.67M |
2632 | FFG Partners LLC | 2025Q1 | 26 | $243.01M |
2633 | FFG RETIREMENT ADVISORS LLC | 2025Q1 | 39 | $138.68M |
2634 | FFT WEALTH MANAGEMENT LLC | 2024Q4 | 178 | $1.31B |
2635 | Fi3 FINANCIAL ADVISORS LLC | 2024Q4 | 123 | $267.01M |
2636 | Fidato Wealth LLC | 2024Q4 | 23 | $124.32M |
2637 | Fidelis Capital Partners LLC | 2025Q1 | 425 | $934.8M |
2638 | FIDELIS iM LLC | 2025Q1 | 20 | $174.71M |
2639 | FIDELITY D & D BANCORP INC | 2025Q1 | 101 | $151.91M |
2640 | Fidelity National Financial Inc. | 2024Q4 | 16 | $4.95B |
2641 | FIDUCIARY ADVISORS INC. | 2025Q1 | 92 | $87.56M |
2642 | Fiduciary Alliance LLC | 2025Q1 | 384 | $1.02B |
2643 | FIDUCIARY COUNSELLING INC | 2024Q4 | 11 | $37.08M |
2644 | FIDUCIARY FAMILY OFFICE LLC | 2024Q4 | 56 | $311.15M |
2645 | FIDUCIARY FINANCIAL GROUP LLC | 2025Q1 | 272 | $453.76M |
2646 | Fiduciary Group LLC | 2025Q1 | 267 | $934.74M |
2647 | FIDUCIARY MANAGEMENT INC /WI/ | 2024Q4 | 70 | $10.72B |
2648 | Fiduciary Planning LLC | 2025Q1 | 75 | $303.51M |
2649 | Fiduciary Trust Co | 2024Q4 | 676 | $7.47B |
2650 | FIDUCIENT ADVISORS LLC | 2024Q4 | 134 | $771.54M |