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
3701 HAZLETT BURT & WATSON INC. 2026Q2 863 $369.32M
3702 HB Wealth Management LLC 2026Q2 1665 $17.06B
3703 HBE Wealth Management LLC 2026Q2 56 $136.54M
3704 HBK INVESTMENTS L P 2026Q2 126 $7.75B
3705 HBK Sorce Advisory LLC 2026Q2 646 $4.25B
3706 HBW ADVISORY SERVICES LLC 2026Q3 432 $998.06M
3707 HC Advisors LLC 2026Q2 61 $164.73M
3708 HCEP Management Ltd 2026Q2 4 $61.33M
3709 HCR Wealth Advisors 2026Q3 267 $1.27B
3710 HEADINVEST LLC 2026Q2 207 $517.34M
3711 Headland Capital LLC 2026Q2 64 $405.54M
3712 Headlands Technologies LLC 2026Q2 692 $924.56M
3713 Headwater Capital Co Ltd 2026Q2 14 $493.39M
3714 Healthcare of Ontario Pension Plan Trust Fund 2026Q2 1220 $69.31B
3715 Heard Capital LLC 2026Q2 21 $2.34B
3716 HEARTLAND ADVISORS INC 2026Q2 244 $2.25B
3717 Heartland Bank & Trust Co 2026Q2 209 $472.68M
3718 Heartwood Wealth Advisors LLC 2026Q3 223 $1.27B
3719 Heathbridge Capital Management Ltd. 2026Q2 28 $292.39M
3720 Heck Capital Advisors LLC 2026Q3 227 $1.74B
3721 Hedeker Wealth LLC 2026Q2 88 $493.36M
3722 Hedges Asset Management LLC 2026Q2 108 $152.43M
3723 HEFFERNAN ADVISORY INC 2026Q3 56 $147.68M
3724 Hegarty Advisors LLC 2026Q3 62 $157.24M
3725 HEIGHTS CAPITAL MANAGEMENT INC 2026Q2 175 $343.22M
3726 Heights Point Management LP 2026Q2 21 $125.7M
3727 Hein Park Capital Management LP 2026Q2 2 $50.24M
3728 Heirloom Wealth Management 2026Q3 61 $611.3M
3729 Heitman Real Estate Securities LLC 2026Q2 56 $1.56B
3730 Hel Ved Capital Management Ltd 2026Q2 63 $709.68M
3731 Helikon Investments Limited 2026Q2 18 $3.35B
3732 HELIOS CAPITAL MANAGEMENT PTE. LTD 2026Q3 25 $91.9M
3733 Helium Advisors LLC 2026Q2 102 $114.6M
3734 Helix Partners Management LP 2026Q2 10 $370.88M
3735 Hemenway Trust Co LLC 2026Q2 134 $1.43B
3736 HEMMING& WEALTH MANAGEMENT INC. 2026Q3 16 $169.82M
3737 Hendershot Investments Inc. 2026Q2 134 $765.51M
3738 Henderson Brothers Financial Partners LLC 2026Q2 74 $166.2M
3739 HENDLEY & CO INC 2026Q2 47 $282.58M
3740 HENGEHOLD CAPITAL MANAGEMENT LLC 2026Q3 223 $1.29B
3741 Hengistbury Investment Partners LLP 2026Q2 4 $311.06M
3742 HENNESSY ADVISORS INC 2026Q2 325 $3.13B
3743 Hennion & Walsh Asset Management Inc. 2026Q3 956 $3.37B
3744 Henrickson Nauta Wealth Advisors Inc. 2026Q2 114 $408.82M
3745 Henry James International Management Inc. 2026Q3 90 $329.98M
3746 Henshaw Capital LLC 2026Q2 160 $3.07B
3747 Henson-Edgewater Management LLC 2026Q2 66 $191.99M
3748 HERALD INVESTMENT MANAGEMENT Ltd 2026Q3 0 $0
3749 HERBST GROUP LLC 2026Q3 72 $175.68M
3750 Heritage Family Offices LLP 2026Q2 223 $249.04M
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