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
8651 Wernau Asset Management Inc. 2026Q2 46 $104.87M
8652 WESBANCO BANK INC 2026Q2 671 $4.02B
8653 WESCAP Management Group Inc. 2026Q2 104 $496.26M
8654 Wescott Financial Advisory Group LLC 2026Q2 187 $1.23B
8655 Wesleyan Assurance Society 2026Q2 108 $1.98B
8656 WESPAC Advisors LLC 2026Q2 189 $183.7M
8657 WESPAC Advisors SoCal LLC 2026Q2 111 $520.62M
8658 WEST BANCORPORATION INC 2026Q2 94 $233.61M
8659 West Branch Capital LLC 2026Q2 348 $430.11M
8660 West Family Investments Inc. 2026Q2 468 $345.02M
8661 West Financial Advisors LLC 2026Q2 219 $570.35M
8662 WEST MICHIGAN ADVISORS LLC 2026Q2 294 $526.14M
8663 WEST PACES ADVISORS INC. 2026Q2 765 $596.03M
8664 West Tower Group LLC 2026Q2 45 $35.62M
8665 West Virginia University Foundation Inc 2026Q2 5 $1.2B
8666 West Wealth Group LLC 2026Q2 138 $578.69M
8667 Westbourne Investment Advisors Inc. 2026Q2 120 $362.67M
8668 WESTBOURNE INVESTMENTS INC. 2026Q2 148 $244.84M
8669 WestBridge Capital Management LLC 2026Q2 1 $79.51M
8670 WestCap Management LLC 2026Q2 2 $195.08M
8671 Westchester Capital Management Inc. 2026Q2 46 $555.4M
8672 Westchester Capital Management, LLC 2026Q2 162 $1.87B
8673 WESTCO ADVISORY SERVICES INC 2026Q2 98 $165.36M
8674 WestEnd Advisors LLC 2026Q2 408 $4.49B
8675 Westend Capital Management LLC 2026Q2 242 $437.15M
8676 Westerkirk Capital Inc. 2026Q2 212 $1.04B
8677 WESTERLY CAPITAL MANAGEMENT, LLC 2026Q2 43 $407.32M
8678 Western Financial Corp 2026Q2 127 $334.15M
8679 Western Pacific Wealth Management LP 2026Q2 181 $110.6M
8680 Western Reserve Capital Management LLC 2026Q2 52 $125.93M
8681 Western Standard LLC 2026Q2 27 $295.25M
8682 Western Wealth Management LLC 2026Q2 998 $3.04B
8683 WESTFIELD CAPITAL MANAGEMENT CO LP 2026Q2 278 $30.61B
8684 Westfuller Advisors LLC 2026Q2 748 $253.36M
8685 Westhampton Capital LLC 2026Q2 131 $241.05M
8686 WestHill Financial Advisors Inc. 2026Q2 77 $529.17M
8687 Westmount Partners LLC 2026Q2 255 $451.93M
8688 Westover Capital Advisors LLC 2026Q2 239 $601.35M
8689 WESTPAC BANKING CORP 2026Q2 498 $1.62B
8690 WESTPORT ASSET MANAGEMENT INC 2026Q2 80 $244.9M
8691 Westshore Wealth LLC 2026Q2 103 $299.81M
8692 Westside Investment Management Inc. 2026Q2 1394 $744.77M
8693 Westview Management dba Westview Investment Advisors 2026Q2 64 $191.02M
8694 Westwind Capital 2026Q3 87 $426.22M
8695 Westwood Global Investments LLC 2026Q2 11 $2.85B
8696 WESTWOOD HOLDINGS GROUP INC 2026Q2 620 $13.21B
8697 Westwood Wealth Management 2026Q2 42 $338.16M
8698 WETZEL INVESTMENT ADVISORS INC. 2026Q2 129 $266.55M
8699 Wexford Capital LP 2026Q2 218 $728.25M
8700 WEYBOSSET RESEARCH & MANAGEMENT LLC 2026Q2 32 $380.95M
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