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
1201 Bornite Capital Management LP 2026Q2 20 $794.57M
1202 BOS Asset Management LLC 2026Q3 182 $375.06M
1203 Bosman Wealth Management LLC 2026Q2 56 $161.18M
1204 Boston Common Asset Management LLC 2026Q2 186 $1.69B
1205 BOSTON FAMILY OFFICE LLC 2026Q2 301 $1.62B
1206 Boston Partners 2026Q2 798 $112.56B
1207 BOSTON RESEARCH & MANAGEMENT INC 2026Q2 119 $446.89M
1208 Boston Standard Wealth Management LLC 2026Q3 53 $575.24M
1209 Boston Trust Walden Corp 2026Q2 396 $13.13B
1210 BostonPremier Wealth LLC 2026Q2 78 $234.88M
1211 Bouchey Financial Group Ltd. 2026Q2 182 $1.41B
1212 Boulay Financial Advisors LLC 2026Q2 6 $1.08B
1213 Boulder Wealth Advisors LLC 2026Q2 34 $274M
1214 Boundary Creek Advisors LP 2026Q2 0 $0
1215 Boundless Plain Holdings Ltd 2026Q2 11 $431.61M
1216 BOURGEON CAPITAL MANAGEMENT LLC 2026Q2 99 $658.42M
1217 BOURNE LENT ASSET MANAGEMENT INC 2026Q2 65 $289.37M
1218 BOUSSARD & GAVAUDAN GESTION SAS 2026Q2 47 $658.5M
1219 Bouvel Investment Partners LLC 2026Q2 80 $402.1M
1220 BOWEN HANES & CO INC 2026Q2 151 $4.11B
1221 Bowie Capital Management LLC 2026Q2 30 $2.02B
1222 Box Hill Private Wealth LLC 2026Q3 75 $137.52M
1223 Boxer Capital Management, LLC 2026Q2 62 $1.33B
1224 Boxwood Ventures Inc. 2026Q2 37 $167.53M
1225 BOYAR ASSET MANAGEMENT INC. 2026Q2 77 $174.38M
1226 Boyce & Associates Wealth Consulting Inc. 2026Q2 78 $133.99M
1227 BOYD WATTERSON ASSET MANAGEMENT LLC 2026Q2 394 $371.19M
1228 Boyd Wealth Management LLC 2026Q2 45 $247.56M
1229 Boyer Financial Services Inc. 2026Q2 55 $109.88M
1230 BOYUM WEALTH ARCHITECTS LLC 2026Q3 64 $216.19M
1231 BP PLC 2026Q2 2 $15.83M
1232 Bpifrance SA 2026Q2 2 $1.36B
1233 Bracebridge Capital LLC 2026Q2 16 $459.78M
1234 Bradley & Co. Private Wealth Management LLC 2026Q2 220 $209.82M
1235 BRADLEY FOSTER & SARGENT INC 2026Q2 535 $7.06B
1236 BRADY FAMILY WEALTH LLC 2026Q2 111 $334.54M
1237 Brady Martz Wealth Solutions LLC 2026Q2 225 $647.59M
1238 Bradyco Inc. 2026Q2 33 $87.21M
1239 Braeburn Wealth Management LLC 2026Q2 97 $230.3M
1240 Bragg Financial Advisors Inc 2026Q2 354 $3.69B
1241 BRAIDWELL LP 2026Q2 83 $2.6B
1242 Bramshill Investments LLC 2026Q2 157 $1.31B
1243 Brand Asset Management Group Inc. 2026Q2 217 $442.56M
1244 BRANDES INVESTMENT PARTNERS, LP 2026Q2 192 $14.26B
1245 Brandywine Financial Group 2026Q2 19 $8.39M
1246 BRANDYWINE MANAGERS LLC 2026Q2 46 $202.16M
1247 BRANDYWINE OAK PRIVATE WEALTH LLC 2026Q2 241 $1.3B
1248 BRANDYWINE TRUST CO 2026Q2 33 $620.57M
1249 BRANT POINT INVESTMENT MANAGEMENT LLC 2026Q2 96 $449.1M
1250 BRASADA CAPITAL MANAGEMENT LP 2026Q2 147 $552.15M
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