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 |