Top 100 Active Institutional Investors

Top 100 institutional investors (based on Assets Under Management, or AUM) who are active in the last 9 months.
# Name Latest Filing Quarter Average Holding Count Average AUM
1 The Vanguard Group 2025Q2 4,272 $5.81T
2 BlackRock Inc. 2025Q2 5,082 $4.95T
3 STATE STREET CORP 2025Q2 4,077 $2.54T
4 FMR LLC 2025Q2 5,089 $1.66T
5 MORGAN STANLEY 2025Q2 7,635 $1.43T
6 JPMORGAN CHASE & CO 2025Q2 5,973 $1.34T
7 GEODE CAPITAL MANAGEMENT LLC 2025Q2 4,459 $1.33T
8 BANK OF AMERICA CORP 2025Q2 6,808 $1.11T
9 T. Rowe Price Associates, Inc. 2025Q2 3,009 $853.54B
10 NORTHERN TRUST CORP 2025Q2 4,392 $698.1B
11 Capital World Investors 2025Q2 551 $653.05B
12 GOLDMAN SACHS GROUP INC 2025Q2 4,990 $555.68B
13 Invesco Ltd. 2025Q2 3,649 $549.82B
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2025Q2 3,464 $544.77B
15 Capital International Investors 2025Q2 439 $539.21B
16 Bank of New York Mellon Corp 2025Q2 3,969 $524.98B
17 NORGES BANK 2025Q2 1,183 $521.02B
18 Capital Research Global Investors 2025Q2 437 $481.39B
19 Royal Bank of Canada 2025Q2 6,172 $469.44B
20 UBS Group AG 2025Q2 8,220 $452.41B
21 UBS AM A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 2025Q2 2,611 $437.55B
22 WELLS FARGO & COMPANY 2025Q2 6,236 $420.93B
23 DIMENSIONAL FUND ADVISORS LP 2025Q2 3,308 $416.7B
24 Wellington Management Group LLP 2025Q2 1,346 $403.45B
25 AMERIPRISE FINANCIAL INC 2025Q2 3,889 $387.46B
26 Legal & General Group Plc 2025Q2 3,389 $382.49B
27 Nuveen Asset Management, LLC 2024Q4 3,272 $352.72B
28 FRANKLIN RESOURCES INC 2025Q2 2,814 $352.07B
29 Nuveen LLC 2025Q2 3,230 $344.45B
30 MASSACHUSETTS FINANCIAL SERVICES CO 2025Q2 874 $310.57B
31 ENVESTNET ASSET MANAGEMENT INC 2025Q2 4,230 $302.53B
32 ALLIANCEBERNSTEIN L.P. 2025Q2 3,199 $291.54B
33 AMUNDI 2025Q2 1,899 $282.88B
34 RAYMOND JAMES FINANCIAL INC 2025Q2 5,261 $269.79B
35 DEUTSCHE BANK AG\ 2025Q2 3,442 $259.03B
36 LPL Financial LLC 2025Q2 5,069 $256.38B
37 Fisher Asset Management LLC 2025Q2 984 $244.74B
38 BARCLAYS PLC 2025Q2 4,155 $223.06B
39 BERKSHIRE HATHAWAY INC 2025Q2 30 $196.13B
40 JANUS HENDERSON GROUP PLC 2025Q2 2,454 $194.28B
41 BANK OF MONTREAL 2025Q2 2,976 $193.65B
42 PRINCIPAL FINANCIAL GROUP INC 2025Q2 2,195 $183.5B
43 Dodge & Cox 2025Q2 215 $174.96B
44 AMERICAN CENTURY COMPANIES INC 2025Q2 2,786 $173.14B
45 Jennison Associates LLC 2025Q2 567 $158.61B
46 T. Rowe Price Investment Management, Inc. 2025Q2 657 $157.21B
47 HSBC HOLDINGS PLC 2025Q2 2,546 $154.94B
48 Swiss National Bank 2025Q2 2,389 $152.88B
49 Sumitomo Mitsui Trust Group, Inc. 2025Q2 1,035 $150.04B
50 PNC FINANCIAL SERVICES GROUP INC. 2025Q2 4,828 $149.95B
51 California Public Employees Retirement System 2025Q2 1,122 $149.8B
52 ARROWSTREET CAPITAL LIMITED PARTNERSHIP 2025Q2 1,799 $129.62B
53 BNP PARIBAS FINANCIAL MARKETS 2025Q2 4,380 $127.82B
54 BAILLIE GIFFORD & CO 2025Q2 266 $126.2B
55 PRIMECAP MANAGEMENT CO/CA/ 2025Q2 331 $125.28B
56 Neuberger Berman Group LLC 2025Q2 1,960 $125.06B
57 CITIGROUP INC 2025Q2 4,609 $123.81B
58 Clearbridge Investments LLC 2025Q2 700 $120.23B
59 VICTORY CAPITAL MANAGEMENT INC 2025Q2 2,439 $116.99B
60 FIRST TRUST ADVISORS LP 2025Q2 2,544 $116.71B
61 JONES FINANCIAL COMPANIES LLLP 2025Q2 3,702 $116.24B
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2025Q2 3,527 $115.85B
63 TD Asset Management Inc 2025Q2 1,210 $112.91B
64 Mitsubishi UFJ Asset Management Co. Ltd. 2025Q2 1,602 $112.31B
65 RHUMBLINE ADVISERS 2025Q2 4,148 $111.82B
66 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 2025Q2 116 $110.51B
67 FIL Limited 2025Q2 913 $109.49B
68 MANUFACTURERS LIFE INSURANCE COMPANY THE 2025Q2 2,856 $109.1B
69 National Pension Service 2025Q2 540 $108.45B
70 Canada Pension Plan Investment Board 2025Q2 1,344 $108.27B
71 SCHRODER INVESTMENT MANAGEMENT GROUP 2025Q2 1,149 $107.06B
72 Creative Planning 2025Q2 3,462 $106.72B
73 Citadel Advisors LLC 2025Q2 5,581 $106.36B
74 Millennium Management LLC 2025Q2 3,779 $106.16B
75 NORDEA INVESTMENT MANAGEMENT AB 2025Q2 872 $99.34B
76 AQR Capital Management, LLC 2025Q2 3,080 $98.4B
77 STIFEL FINANCIAL CORP 2025Q2 3,326 $95.71B
78 Pictet Asset Management Holding SA 2025Q2 2,011 $93.57B
79 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main 2025Q2 808 $91.13B
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2025Q2 3,025 $85.51B
81 D. E. Shaw & Co. Inc. 2025Q2 2,706 $85.16B
82 Boston Partners 2025Q2 705 $84.98B
83 NATIONAL BANK OF CANADA 2025Q2 2,485 $84.84B
84 Voya Investment Management LLC 2025Q2 2,553 $83.46B
85 Swedbank AB 2025Q2 683 $81.79B
86 MACQUARIE GROUP LTD 2025Q2 1,601 $81.32B
87 VAN ECK ASSOCIATES CORP 2025Q2 1,375 $80.69B
88 SEI INVESTMENTS CO 2025Q2 2,666 $79.03B
89 MARSHALL WACE LLP 2025Q2 2,385 $78.83B
90 LILLY ENDOWMENT INC 2025Q2 1 $76.32B
91 US BANCORP 2025Q2 4,039 $75.76B
92 Loomis, Sayles & Co., L.P. 2025Q2 670 $75.55B
93 BROWN ADVISORY INC 2025Q2 1,320 $74.82B
94 Russell Investments Group Ltd. 2025Q2 3,665 $74.34B
95 HighTower Advisors LLC 2025Q2 3,431 $74.02B
96 PRUDENTIAL FINANCIAL INC 2025Q2 2,321 $73.38B
97 MACKENZIE FINANCIAL CORP 2025Q2 1,670 $73.25B
98 NEW YORK STATE COMMON RETIREMENT FUND 2025Q2 3,120 $72.31B
99 Corient Private Wealth LLC 2025Q2 2,333 $71.02B
100 Allianz Asset Management GmbH 2025Q2 1,616 $70.4B