Top 100 institutional investors (based on Assets Under Management, or AUM) who are active in the last 9 months.
# | Name | Latest Filing Quarter | Average Holding Count | Average AUM |
1 | The Vanguard Group | 2025Q1 | 4,297 | $5.61T |
2 | BlackRock Inc. | 2025Q1 | 5,012 | $4.79T |
3 | STATE STREET CORP | 2025Q1 | 4,087 | $2.47T |
4 | FMR LLC | 2025Q1 | 5,144 | $1.62T |
5 | MORGAN STANLEY | 2025Q1 | 7,574 | $1.38T |
6 | JPMORGAN CHASE & CO | 2025Q1 | 6,031 | $1.27T |
7 | GEODE CAPITAL MANAGEMENT LLC | 2025Q1 | 4,490 | $1.27T |
8 | T. Rowe Price Associates, Inc. | 2025Q1 | 2,995 | $848.8B |
9 | BANK OF AMERICA CORP | 2025Q1 | 5,130 | $806.85B |
10 | NORTHERN TRUST CORP | 2025Q1 | 4,404 | $660.81B |
11 | Capital World Investors | 2025Q1 | 536 | $639.19B |
12 | Bank of New York Mellon Corp | 2025Q1 | 3,957 | $527.78B |
13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2025Q1 | 3,468 | $527.3B |
14 | Invesco Ltd. | 2025Q1 | 3,629 | $526.35B |
15 | GOLDMAN SACHS GROUP INC | 2025Q1 | 4,893 | $523.92B |
16 | Capital International Investors | 2025Q1 | 438 | $519.73B |
17 | Capital Research Global Investors | 2025Q1 | 433 | $475.29B |
18 | Royal Bank of Canada | 2025Q1 | 6,082 | $448.15B |
19 | UBS Group AG | 2025Q1 | 8,044 | $412.12B |
20 | DIMENSIONAL FUND ADVISORS LP | 2025Q1 | 3,334 | $410.21B |
21 | Wellington Management Group LLP | 2025Q1 | 1,346 | $408.55B |
22 | WELLS FARGO & COMPANY | 2025Q1 | 6,185 | $406.87B |
23 | UBS AM A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2025Q1 | 2,647 | $402.6B |
24 | AMERIPRISE FINANCIAL INC | 2025Q1 | 3,883 | $382.03B |
25 | Legal & General Group Plc | 2025Q1 | 3,384 | $374.9B |
26 | Nuveen Asset Management, LLC | 2024Q4 | 3,277 | $353.92B |
27 | FRANKLIN RESOURCES INC | 2025Q1 | 2,775 | $345.47B |
28 | Nuveen LLC | 2025Q1 | 3,233 | $328.46B |
29 | Massachusetts Financial Services Company | 2025Q1 | 862 | $317.16B |
30 | ENVESTNET ASSET MANAGEMENT INC | 2025Q1 | 4,162 | $292.28B |
31 | AllianceBernstein L.P. | 2025Q1 | 3,197 | $288.59B |
32 | Amundi S.A. | 2025Q1 | 1,988 | $277.4B |
33 | BERKSHIRE HATHAWAY INC | 2025Q1 | 38 | $264.09B |
34 | RAYMOND JAMES FINANCIAL INC | 2025Q1 | 4,574 | $262.38B |
35 | NORGES BANK | 2025Q1 | 614 | $253.99B |
36 | DEUTSCHE BANK AG | 2025Q1 | 3,439 | $250.39B |
37 | Fisher Asset Management LLC | 2025Q1 | 962 | $242.12B |
38 | LPL Financial LLC | 2025Q1 | 4,970 | $232.11B |
39 | BARCLAYS PLC | 2025Q1 | 4,145 | $216.05B |
40 | BANK OF MONTREAL | 2025Q1 | 3,044 | $198.92B |
41 | JANUS HENDERSON GROUP PLC | 2025Q1 | 2,496 | $191.4B |
42 | Dodge & Cox | 2025Q1 | 210 | $174.44B |
43 | AMERICAN CENTURY COMPANIES INC | 2025Q1 | 2,795 | $169.22B |
44 | PNC FINANCIAL SERVICES GROUP INC. | 2025Q1 | 4,782 | $164.28B |
45 | RAYMOND JAMES & ASSOCIATES | 2024Q3 | 3,789 | $160.71B |
46 | T. Rowe Price Investment Management, Inc. | 2025Q1 | 636 | $159.7B |
47 | HSBC HOLDINGS PLC | 2025Q1 | 2,563 | $156.64B |
48 | Jennison Associates LLC | 2025Q1 | 563 | $156.1B |
49 | Swiss National Bank | 2025Q1 | 2,433 | $148.56B |
50 | California Public Employees Retirement System | 2025Q1 | 1,133 | $145.12B |
51 | Sumitomo Mitsui Trust Group Inc. | 2025Q1 | 1,041 | $144.64B |
52 | PRINCIPAL FINANCIAL GROUP INC | 2025Q1 | 1,646 | $136.12B |
53 | PRIMECAP MANAGEMENT CO/CA/ | 2025Q1 | 332 | $128.57B |
54 | BAILLIE GIFFORD & CO | 2025Q1 | 271 | $126.12B |
55 | Neuberger Berman Group LLC | 2025Q1 | 1,916 | $124.45B |
56 | Clearbridge Investments LLC | 2025Q1 | 701 | $121.59B |
57 | ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 2025Q1 | 1,732 | $121.53B |
58 | BNP PARIBAS FINANCIAL MARKETS | 2025Q1 | 3,987 | $119.7B |
59 | CITIGROUP INC | 2025Q1 | 4,595 | $112.43B |
60 | TD Asset Management Inc | 2025Q1 | 1,273 | $111.62B |
61 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2025Q1 | 113 | $111.22B |
62 | FIRST TRUST ADVISORS LP | 2025Q1 | 2,467 | $110.24B |
63 | MANUFACTURERS LIFE INSURANCE COMPANY THE | 2025Q1 | 2,886 | $109.94B |
64 | RHUMBLINE ADVISERS | 2025Q1 | 4,166 | $109.85B |
65 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2025Q1 | 3,497 | $109.06B |
66 | FIL Limited | 2025Q1 | 904 | $107.27B |
67 | Millennium Management LLC | 2025Q1 | 3,824 | $107.27B |
68 | JONES FINANCIAL COMPANIES LLLP | 2025Q1 | 3,366 | $104.77B |
69 | Canada Pension Plan Investment Board | 2025Q1 | 1,336 | $104.48B |
70 | National Pension Service | 2025Q1 | 533 | $104.42B |
71 | Mitsubishi UFJ Asset Management Co. Ltd. | 2025Q1 | 1,595 | $101.76B |
72 | Creative Planning | 2025Q1 | 3,327 | $101.41B |
73 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2025Q1 | 1,149 | $100.04B |
74 | VICTORY CAPITAL MANAGEMENT INC | 2025Q1 | 2,441 | $99.88B |
75 | Citadel Advisors LLC | 2025Q1 | 5,533 | $99.71B |
76 | STIFEL FINANCIAL CORP | 2025Q1 | 3,293 | $93.29B |
77 | NORDEA INVESTMENT MANAGEMENT AB | 2025Q1 | 882 | $92.76B |
78 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2025Q1 | 815 | $91.17B |
79 | Pictet Asset Management Holding SA | 2025Q1 | 2,016 | $91.09B |
80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2025Q1 | 3,064 | $84.08B |
81 | Macquarie Group Limited | 2025Q1 | 1,606 | $83.68B |
82 | Boston Partners | 2025Q1 | 704 | $83.21B |
83 | AQR CAPITAL MANAGEMENT LLC | 2025Q1 | 2,901 | $82.28B |
84 | Voya Investment Management LLC | 2025Q1 | 2,594 | $81.8B |
85 | LILLY ENDOWMENT INC | 2025Q1 | 1 | $79.98B |
86 | NATIONAL BANK OF CANADA | 2025Q1 | 2,465 | $78.94B |
87 | VAN ECK ASSOCIATES CORP | 2025Q1 | 1,370 | $78B |
88 | D. E. Shaw & Co. Inc. | 2025Q1 | 2,701 | $77.24B |
89 | MARSHALL WACE LLP | 2025Q1 | 2,304 | $76.46B |
90 | BROWN ADVISORY INC | 2025Q1 | 1,288 | $76.04B |
91 | SEI INVESTMENTS CO | 2025Q1 | 2,629 | $75.95B |
92 | US BANCORP | 2025Q1 | 3,999 | $75.19B |
93 | Loomis, Sayles & Co., L.P. | 2025Q1 | 660 | $74.21B |
94 | Raymond James Financial Services Advisors Inc. | 2024Q3 | 3,306 | $72.67B |
95 | NEW YORK STATE COMMON RETIREMENT FUND | 2025Q1 | 3,115 | $71.91B |
96 | MACKENZIE FINANCIAL CORP | 2025Q1 | 1,632 | $71.42B |
97 | Russell Investments Group Ltd. | 2025Q1 | 3,616 | $71.23B |
98 | PRUDENTIAL FINANCIAL INC | 2025Q1 | 2,409 | $71.19B |
99 | HighTower Advisors LLC | 2025Q1 | 3,392 | $70.88B |
100 | Sanders Capital, LLC | 2025Q1 | 46 | $68.11B |