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 | 4,277 | $5.63T |
2 | BlackRock Inc. | 2025Q1 | 5,075 | $4.82T |
3 | STATE STREET CORP | 2025Q1 | 4,088 | $2.48T |
4 | FMR LLC | 2025Q1 | 5,117 | $1.61T |
5 | MORGAN STANLEY | 2025Q1 | 7,615 | $1.39T |
6 | JPMORGAN CHASE & CO | 2025Q1 | 6,041 | $1.29T |
7 | GEODE CAPITAL MANAGEMENT LLC | 2025Q1 | 4,470 | $1.28T |
8 | BANK OF AMERICA CORP | 2025Q1 | 6,777 | $1.06T |
9 | T. Rowe Price Associates, Inc. | 2025Q1 | 2,998 | $839.11B |
10 | NORTHERN TRUST CORP | 2025Q1 | 4,404 | $685.86B |
11 | Capital World Investors | 2025Q1 | 540 | $636.45B |
12 | Invesco Ltd. | 2025Q1 | 3,639 | $531.93B |
13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2025Q1 | 3,462 | $531.75B |
14 | GOLDMAN SACHS GROUP INC | 2025Q1 | 4,965 | $524.32B |
15 | Bank of New York Mellon Corp | 2025Q1 | 3,960 | $522.93B |
16 | Capital International Investors | 2025Q1 | 441 | $519.22B |
17 | Capital Research Global Investors | 2025Q1 | 443 | $472.58B |
18 | THE ROYAL BANK OF CANADA | 2025Q1 | 6,104 | $449.85B |
19 | UBS Group AG | 2025Q1 | 8,188 | $442.7B |
20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2025Q1 | 2,618 | $409.43B |
21 | Dimensional Fund Advisors LP | 2025Q1 | 3,328 | $409.23B |
22 | WELLS FARGO & COMPANY | 2025Q1 | 6,205 | $407.82B |
23 | Norges Bank | 2025Q1 | 922 | $380.99B |
24 | AMERIPRISE FINANCIAL INC | 2025Q1 | 3,918 | $378.93B |
25 | Legal & General Group Plc | 2025Q1 | 3,377 | $372.37B |
26 | Wellington Management Group LLP | 2025Q1 | 1,200 | $354.71B |
27 | Nuveen Asset Management, LLC | 2024Q4 | 3,272 | $352.72B |
28 | FRANKLIN RESOURCES INC | 2025Q1 | 2,787 | $343.82B |
29 | Nuveen LLC | 2025Q1 | 3,233 | $328.46B |
30 | Massachusetts Financial Services Company | 2025Q1 | 872 | $308.47B |
31 | ENVESTNET ASSET MANAGEMENT INC | 2025Q1 | 4,197 | $292.49B |
32 | ALLIANCEBERNSTEIN L.P. | 2025Q1 | 3,192 | $284.54B |
33 | Amundi | 2025Q1 | 2,061 | $280.68B |
34 | BERKSHIRE HATHAWAY INC | 2025Q1 | 37 | $262.94B |
35 | RAYMOND JAMES FINANCIAL INC | 2025Q1 | 4,574 | $262.38B |
36 | DEUTSCHE BANK AG | 2025Q1 | 3,435 | $253.12B |
37 | Fisher Asset Management LLC | 2025Q1 | 984 | $241.16B |
38 | LPL Financial LLC | 2025Q1 | 5,002 | $240.88B |
39 | BARCLAYS PLC | 2025Q1 | 4,161 | $210.8B |
40 | BANK OF MONTREAL | 2025Q1 | 2,962 | $193.03B |
41 | JANUS HENDERSON GROUP PLC | 2025Q1 | 2,487 | $189.47B |
42 | PRINCIPAL FINANCIAL GROUP INC | 2025Q1 | 2,183 | $180.72B |
43 | Dodge & Cox | 2025Q1 | 214 | $173.45B |
44 | PNC FINANCIAL SERVICES GROUP INC. | 2025Q1 | 4,799 | $168.81B |
45 | AMERICAN CENTURY COMPANIES INC | 2025Q1 | 2,798 | $168.04B |
46 | T. Rowe Price Investment Management, Inc. | 2025Q1 | 644 | $156.64B |
47 | HSBC HOLDINGS PLC | 2025Q1 | 2,568 | $155.31B |
48 | Jennison Associates LLC | 2025Q1 | 566 | $153.61B |
49 | California Public Employees Retirement System | 2025Q1 | 1,128 | $146.25B |
50 | Swiss National Bank | 2025Q1 | 2,418 | $145.89B |
51 | Sumitomo Mitsui Trust Group Inc. | 2025Q1 | 1,036 | $144.81B |
52 | BNP PARIBAS FINANCIAL MARKETS | 2025Q1 | 4,357 | $128.58B |
53 | PRIMECAP MANAGEMENT CO/CA/ | 2025Q1 | 331 | $124.91B |
54 | ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 2025Q1 | 1,741 | $123.78B |
55 | Neuberger Berman Group LLC | 2025Q1 | 1,925 | $122.63B |
56 | BAILLIE GIFFORD & CO | 2025Q1 | 268 | $122.36B |
57 | Clearbridge Investments LLC | 2025Q1 | 700 | $118.83B |
58 | CITIGROUP INC | 2025Q1 | 4,603 | $115.45B |
59 | FIRST TRUST ADVISORS LP | 2025Q1 | 2,530 | $112.98B |
60 | TD Asset Management Inc | 2025Q2 | 1,210 | $112.91B |
61 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2025Q1 | 3,510 | $110.54B |
62 | RHUMBLINE ADVISERS | 2025Q1 | 4,151 | $109.35B |
63 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2025Q1 | 117 | $109.27B |
64 | MANUFACTURERS LIFE INSURANCE COMPANY THE | 2025Q1 | 2,863 | $108.6B |
65 | JONES FINANCIAL COMPANIES LLLP | 2025Q1 | 3,542 | $108.4B |
66 | Mitsubishi UFJ Asset Management Co. Ltd. | 2025Q1 | 1,597 | $105.88B |
67 | FIL Limited | 2025Q1 | 896 | $105.86B |
68 | Millennium Management LLC | 2025Q1 | 3,801 | $105.44B |
69 | National Pension Service | 2025Q1 | 544 | $104.8B |
70 | Canada Pension Plan Investment Board | 2025Q1 | 1,345 | $103.96B |
71 | Citadel Advisors LLC | 2025Q1 | 5,622 | $103.22B |
72 | Creative Planning | 2025Q1 | 3,429 | $102.55B |
73 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2025Q1 | 1,160 | $101.49B |
74 | NORDEA INVESTMENT MANAGEMENT AB | 2025Q2 | 872 | $99.34B |
75 | VICTORY CAPITAL MANAGEMENT INC | 2025Q1 | 2,437 | $98.53B |
76 | STIFEL FINANCIAL CORP | 2025Q1 | 3,303 | $93.19B |
77 | Pictet Asset Management Holding SA | 2025Q1 | 2,020 | $91.25B |
78 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2025Q1 | 811 | $88.92B |
79 | AQR CAPITAL MANAGEMENT LLC | 2025Q1 | 2,985 | $87.22B |
80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2025Q1 | 3,059 | $83.26B |
81 | Boston Partners | 2025Q1 | 704 | $82.45B |
82 | Swedbank AB | 2025Q2 | 683 | $81.79B |
83 | NATIONAL BANK OF CANADA | 2025Q1 | 2,455 | $80.98B |
84 | D. E. Shaw & Co. Inc. | 2025Q1 | 2,680 | $80.86B |
85 | VOYA INVESTMENT MANAGEMENT LLC | 2025Q1 | 2,559 | $80.74B |
86 | Macquarie Group Limited | 2025Q1 | 1,616 | $79.31B |
87 | VAN ECK ASSOCIATES CORP | 2025Q1 | 1,373 | $77.14B |
88 | MARSHALL WACE LLP | 2025Q1 | 2,350 | $76.53B |
89 | LILLY ENDOWMENT INC | 2025Q2 | 1 | $76.32B |
90 | SEI INVESTMENTS CO | 2025Q1 | 2,651 | $76.2B |
91 | US BANCORP | 2025Q2 | 4,039 | $75.76B |
92 | BROWN ADVISORY INC | 2025Q1 | 1,311 | $74.3B |
93 | Loomis, Sayles & Co., L.P. | 2025Q1 | 668 | $73.63B |
94 | Russell Investments Group Ltd. | 2025Q1 | 3,636 | $72.4B |
95 | HighTower Advisors LLC | 2025Q1 | 3,401 | $71.94B |
96 | MACKENZIE FINANCIAL CORP | 2025Q1 | 1,666 | $71.46B |
97 | PRUDENTIAL FINANCIAL INC | 2025Q1 | 2,274 | $71.45B |
98 | NEW YORK STATE COMMON RETIREMENT FUND | 2025Q1 | 3,112 | $71.04B |
99 | Allianz Asset Management GmbH | 2025Q2 | 1,616 | $70.4B |
100 | Sanders Capital, LLC | 2025Q1 | 47 | $67.65B |