List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
3401 | Harvey Partners LLC | 2024Q4 | 41 | $887.1M |
3402 | Hassell Wealth Management LLC | 2025Q1 | 22 | $193.55M |
3403 | Hatteras Investment Partners LP | 2024Q4 | 1 | $418.97K |
3404 | Hauser Brothers GmbH | 2024Q4 | 10 | $139.8M |
3405 | Haven Capital Group Inc. | 2024Q4 | 36 | $106.43M |
3406 | Haven Global Partners LLC | 2025Q1 | 10 | $95.43M |
3407 | Haven Private LLC | 2025Q1 | 130 | $175.6M |
3408 | Haverford Financial Services Inc. | 2025Q1 | 41 | $324.6M |
3409 | Haverford Trust Co | 2024Q4 | 376 | $9.79B |
3410 | HAWK RIDGE CAPITAL MANAGEMENT LP | 2024Q4 | 43 | $2.1B |
3411 | Hayek Kallen Investment Management | 2024Q4 | 91 | $275.12M |
3412 | Hazelview Securities Inc. | 2024Q4 | 27 | $548.07M |
3413 | HAZLETT BURT & WATSON INC. | 2025Q1 | 763 | $220.31M |
3414 | HB Wealth Management LLC | 2025Q1 | 1158 | $11.69B |
3415 | HBC Financial Services PLLC | 2024Q4 | 181 | $163.2M |
3416 | HBK INVESTMENTS L P | 2024Q4 | 64 | $2.03B |
3417 | HBK Sorce Advisory LLC | 2025Q1 | 583 | $2.75B |
3418 | HBW ADVISORY SERVICES LLC | 2025Q1 | 379 | $700.98M |
3419 | HC Advisors LLC | 2024Q4 | 56 | $123.39M |
3420 | HCC Manager LLC | 2024Q4 | 2 | $158.4M |
3421 | HCEP Management Ltd | 2024Q4 | 9 | $125.02M |
3422 | HCR Wealth Advisors | 2025Q1 | 230 | $768.14M |
3423 | HEADINVEST LLC | 2024Q4 | 223 | $509.97M |
3424 | Headland Capital LLC | 2025Q1 | 59 | $300.7M |
3425 | Headlands Technologies LLC | 2025Q1 | 1084 | $872.23M |
3426 | Headwater Capital Co Ltd | 2025Q1 | 9 | $220.04M |
3427 | Healthcare of Ontario Pension Plan Trust Fund | 2024Q4 | 844 | $45.84B |
3428 | Heard Capital LLC | 2024Q4 | 22 | $1.68B |
3429 | HEARTLAND ADVISORS INC | 2025Q1 | 202 | $1.74B |
3430 | Heartland Bank & Trust Co | 2025Q1 | 158 | $188.95M |
3431 | Heartwood Wealth Advisors LLC | 2025Q1 | 173 | $876.14M |
3432 | Heathbridge Capital Management Ltd. | 2025Q1 | 28 | $246.24M |
3433 | Heck Capital Advisors LLC | 2024Q4 | 790 | $1.56B |
3434 | Hedeker Wealth LLC | 2025Q1 | 85 | $363.73M |
3435 | Hedges Asset Management LLC | 2025Q1 | 108 | $152.24M |
3436 | HEIGHTS CAPITAL MANAGEMENT INC | 2024Q4 | 51 | $172.64M |
3437 | Hein Park Capital Management LP | 2024Q4 | 3 | $126.56M |
3438 | Heirloom Wealth Management | 2025Q1 | 41 | $306.58M |
3439 | HEITMAN REAL ESTATE SECURITIES LLC | 2024Q4 | 53 | $1.55B |
3440 | Hel Ved Capital Management Ltd | 2024Q4 | 76 | $326.33M |
3441 | Helen Stephens Group LLC | 2025Q1 | 81 | $319.16M |
3442 | Helikon Investments Limited | 2024Q4 | 18 | $949.78M |
3443 | HELIOS CAPITAL MANAGEMENT PTE. LTD | 2025Q1 | 25 | $57.16M |
3444 | Helium Advisors LLC | 2025Q1 | 103 | $136.6M |
3445 | Helix Partners Management LP | 2024Q4 | 14 | $181.32M |
3446 | Hemenway Trust Co LLC | 2025Q1 | 127 | $1.23B |
3447 | Hemington Wealth Management | 2025Q1 | 1465 | $643.69M |
3448 | Hendershot Investments Inc. | 2025Q1 | 128 | $734.55M |
3449 | HENDLEY & CO INC | 2025Q1 | 51 | $286.05M |
3450 | HENGEHOLD CAPITAL MANAGEMENT LLC | 2025Q1 | 192 | $972.56M |