Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
851 Balentine LLC 2026Q2 234 $2.8B
852 Ball & Co Wealth Management Inc. 2026Q2 67 $141.02M
853 BALLAST ADVISORS LLC 2026Q2 188 $415.77M
854 Ballast Asset Management LP 2026Q2 53 $250.74M
855 Ballast Financial Advisors LLC 2026Q2 66 $94.38M
856 Ballast Inc. 2026Q2 155 $510.05M
857 Ballast Rock Private Wealth LLC 2026Q2 182 $202.21M
858 Ballentine Capital Advisors Inc 2026Q2 23 $235.12M
859 Ballentine Partners LLC 2026Q2 1077 $8.18B
860 Ballew Advisors Inc 2026Q3 127 $186.51M
861 Baltimore-Washington Financial Advisors Inc. 2026Q2 203 $2.66B
862 BALYASNY ASSET MANAGEMENT L.P. 2026Q2 1989 $52.9B
863 BAM Wealth Management LLC 2026Q2 150 $141.97M
864 BAMCO INC /NY/ 2026Q2 345 $66.64B
865 BANC FUNDS CO LLC 2026Q2 92 $605.45M
866 BancFirst Trust & Investment Management 2026Q2 63 $229.76M
867 Banco Bilbao Vizcaya Argentaria S.A. 2026Q2 732 $16.03B
868 Banco BTG Pactual S.A. 2026Q2 135 $750.86M
869 Banco de Sabadell S.A 2026Q2 61 $170.39M
870 Banco Santander S.A. 2026Q2 499 $15.97B
871 Bancreek Capital Management LP 2026Q2 15 $26.44M
872 Bandera Partners LLC 2026Q2 19 $283.92M
873 Bangor Savings Bank 2026Q3 523 $1.26B
874 Bank & Trust Co 2026Q3 306 $158.78M
875 BANK HAPOALIM BM 2026Q2 109 $1.47B
876 Bank Julius Baer & Co. Ltd Zurich 2026Q2 645 $37.87B
877 BANK OF AMERICA CORP /DE/ 2026Q2 5416 $1.5T
878 Bank of Finland 2026Q3 4 $1.38B
879 BANK OF HAWAII 2026Q2 233 $2.03B
880 Bank of Italy 2026Q2 8 $2.2B
881 BANK OF KOREA 2026Q2 4 $3.89B
882 Bank of Marin 2026Q2 128 $138.61M
883 Bank of Montreal 2026Q2 3174 $270.15B
884 Bank of New Hampshire 2026Q3 516 $448.24M
885 Bank of New York Mellon Corp 2026Q2 4165 $609.17B
886 BANK OF NOVA SCOTIA 2026Q2 1009 $64.86B
887 BANK OF NOVA SCOTIA TRUST CO 2026Q2 173 $1.21B
888 BANK OF STOCKTON 2026Q2 126 $356.28M
889 BANK OZK 2026Q2 159 $336.67M
890 Bank Pictet & Cie (Europe) AG 2026Q2 203 $5.1B
891 BankChampaign National Association 2026Q2 195 $129.94M
892 BankPlus Trust Department 2026Q2 470 $427.52M
893 BankPlus Wealth Management LLC 2026Q2 118 $194.44M
894 BANNERMAN WEALTH MANAGEMENT GROUP LLC 2026Q3 36 $174.7M
895 Bannerstone Capital Management LLC 2026Q2 112 $118.87M
896 Banque Cantonale Vaudoise 2026Q2 810 $721.74B
897 Banque de Luxembourg S.A. 2026Q2 78 $211.99M
898 BANQUE PICTET & CIE SA 2026Q2 313 $9.71B
899 Banque Transatlantique SA 2026Q2 485 $4.63B
900 BANTA ASSET MANAGEMENT LP 2026Q2 20 $111.99M
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