List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 951 | BERKSHIRE ASSET MANAGEMENT LLC | 2025Q2 | 279 | $2.19B |
| 952 | Berkshire Bank | 2025Q2 | 156 | $414.65M |
| 953 | BERKSHIRE CAPITAL HOLDINGS INC | 2025Q2 | 100 | $285.83M |
| 954 | BERKSHIRE HATHAWAY INC | 2025Q2 | 41 | $257.52B |
| 955 | Berkshire Money Management Inc. | 2025Q2 | 146 | $885.13M |
| 956 | Berkshire Partners LLC | 2025Q2 | 1 | $12.2M |
| 957 | Bernard Wealth Management Corp. | 2025Q2 | 302 | $212.01M |
| 958 | Bernardo Wealth Planning LLC | 2025Q2 | 116 | $434.72M |
| 959 | BERNZOTT CAPITAL ADVISORS | 2025Q2 | 33 | $195.88M |
| 960 | Berry Wealth Group LP | 2025Q2 | 107 | $142.92M |
| 961 | Beryl Capital Management LLC | 2025Q2 | 28 | $663.99M |
| 962 | BESSEMER GROUP INC | 2025Q2 | 2373 | $61.6B |
| 963 | Bestgate Wealth Advisors LLC | 2025Q2 | 53 | $46.24M |
| 964 | Beta Wealth Group Inc. | 2025Q2 | 101 | $241.38M |
| 965 | Better Money Decisions LLC | 2025Q2 | 68 | $144.29M |
| 966 | Betterment LLC | 2025Q2 | 456 | $45.19B |
| 967 | BetterWealth LLC | 2025Q2 | 61 | $369.68M |
| 968 | Beutel Goodman & Co Ltd. | 2025Q2 | 172 | $17.55B |
| 969 | Beverly Hills Private Wealth LLC | 2025Q2 | 329 | $523.54M |
| 970 | Bey-Douglas LLC | 2025Q2 | 46 | $167.21M |
| 971 | BFI Infinity Ltd. | 2025Q2 | 55 | $119.58M |
| 972 | BFSG LLC | 2025Q2 | 652 | $868.09M |
| 973 | BG Investment Services Inc. | 2025Q2 | 38 | $65.58M |
| 974 | BHK Investment Advisors LLC | 2025Q2 | 61 | $249.94M |
| 975 | BI Asset Management Fondsmaeglerselskab A/S | 2025Q2 | 738 | $10.16B |
| 976 | Bienville Capital Management LLC | 2025Q2 | 68 | $507.33M |
| 977 | Bigelow Investment Advisors LLC | 2025Q2 | 137 | $215.31M |
| 978 | BIGLARI CAPITAL CORP. | 2025Q2 | 12 | $865.09M |
| 979 | BIGLARI SARDAR | 2025Q2 | 10 | $47.14M |
| 980 | BigSur Wealth Management LLC | 2025Q2 | 154 | $396.13M |
| 981 | Bill Few Associates Inc. | 2025Q2 | 191 | $350.45M |
| 982 | Biltmore Family Office LLC | 2025Q2 | 273 | $584.92M |
| 983 | Biltmore Wealth Management LLC | 2025Q2 | 54 | $220.12M |
| 984 | BINGHAM PRIVATE WEALTH LLC | 2025Q2 | 151 | $99.58M |
| 985 | Binnacle Investments Inc | 2025Q2 | 766 | $151.69M |
| 986 | Biondo Investment Advisors LLC | 2025Q2 | 84 | $751.02M |
| 987 | BIOS Capital Management LP | 2025Q2 | 6 | $72.58M |
| 988 | BIP Alliance LLC | 2025Q2 | 49 | $260.38M |
| 989 | BIP Wealth LLC | 2025Q2 | 277 | $1.59B |
| 990 | Birch Capital Management LLC | 2025Q2 | 80 | $195.26M |
| 991 | Birch Hill Investment Advisors LLC | 2025Q2 | 195 | $2.25B |
| 992 | BIRCHBROOK INC. | 2025Q2 | 268 | $158.77M |
| 993 | Birchcreek Wealth Management LLC | 2025Q2 | 113 | $156.2M |
| 994 | Birchview Capital LP | 2025Q2 | 71 | $100.7M |
| 995 | BIRINYI ASSOCIATES INC | 2025Q2 | 55 | $341.88M |
| 996 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | 2025Q2 | 99 | $226.2M |
| 997 | Birnam Oak Advisors LP | 2025Q2 | 23 | $333.66M |
| 998 | Bishop & Co Investment Management LLC | 2025Q2 | 27 | $278.28M |
| 999 | BISLETT MANAGEMENT LLC | 2025Q2 | 15 | $146.17M |
| 1000 | Bison Wealth LLC | 2025Q2 | 452 | $1.22B |