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 | VANGUARD GROUP INC | 2024Q4 | 4,340 | $5.5T |
2 | BlackRock Inc. | 2024Q4 | 4,960 | $4.68T |
3 | STATE STREET CORP | 2024Q4 | 4,113 | $2.42T |
4 | FMR LLC | 2024Q4 | 5,176 | $1.61T |
5 | MORGAN STANLEY | 2024Q4 | 7,486 | $1.35T |
6 | JPMORGAN CHASE & CO | 2024Q4 | 5,987 | $1.22T |
7 | GEODE CAPITAL MANAGEMENT LLC | 2024Q4 | 4,526 | $1.22T |
8 | BANK OF AMERICA CORP | 2024Q4 | 6,779 | $1.04T |
9 | PRICE T ROWE ASSOCIATES INC | 2024Q4 | 2,957 | $856.85B |
10 | Capital World Investors | 2024Q4 | 531 | $638.29B |
11 | NORTHERN TRUST CORP | 2024Q4 | 4,408 | $635.42B |
12 | WELLINGTON MANAGEMENT GROUP LLP | 2024Q4 | 1,776 | $558.12B |
13 | Bank of New York Mellon Corp | 2024Q4 | 3,968 | $535.3B |
14 | GOLDMAN SACHS GROUP INC | 2024Q4 | 4,775 | $518.6B |
15 | Capital International Investors | 2024Q4 | 438 | $512.47B |
16 | Invesco Ltd. | 2024Q4 | 3,654 | $508.18B |
17 | Norges Bank | 2024Q4 | 1,256 | $477.03B |
18 | Capital Research Global Investors | 2024Q4 | 420 | $473.91B |
19 | Royal Bank of Canada | 2024Q4 | 6,148 | $437.38B |
20 | Legal & General Group Plc | 2024Q4 | 3,398 | $434.64B |
21 | DIMENSIONAL FUND ADVISORS LP | 2024Q4 | 3,352 | $403.71B |
22 | WELLS FARGO & COMPANY | 2024Q4 | 6,165 | $397.98B |
23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2024Q4 | 2,638 | $392.01B |
24 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2024Q4 | 2,672 | $388.58B |
25 | AMERIPRISE FINANCIAL INC | 2024Q4 | 3,844 | $381.68B |
26 | UBS Group AG | 2024Q4 | 7,876 | $370.31B |
27 | Nuveen Asset Management LLC | 2024Q4 | 3,278 | $349.65B |
28 | FRANKLIN RESOURCES INC | 2024Q4 | 2,738 | $339.25B |
29 | Massachusetts Financial Services Company | 2024Q4 | 856 | $325.36B |
30 | AllianceBernstein L.P. | 2024Q4 | 3,206 | $292.09B |
31 | ENVESTNET ASSET MANAGEMENT INC | 2024Q4 | 4,099 | $285.14B |
32 | AMUNDI | 2024Q4 | 1,893 | $272.76B |
33 | BERKSHIRE HATHAWAY INC | 2024Q4 | 40 | $271.17B |
34 | RAYMOND JAMES FINANCIAL INC | 2024Q4 | 4,502 | $263.82B |
35 | BANK OF MONTREAL | 2024Q4 | 3,149 | $245.35B |
36 | Fisher Asset Management LLC | 2024Q4 | 957 | $241.73B |
37 | DEUTSCHE BANK AG | 2024Q4 | 3,424 | $240.15B |
38 | Ramya Rao | 2024Q4 | 4,082 | $215.3B |
39 | LPL Financial LLC | 2024Q4 | 4,882 | $214.1B |
40 | JANUS HENDERSON GROUP PLC | 2024Q4 | 2,511 | $192.84B |
41 | Dodge & Cox | 2024Q4 | 206 | $171.3B |
42 | AMERICAN CENTURY COMPANIES INC | 2024Q4 | 2,794 | $169.39B |
43 | T. Rowe Price Investment Management Inc. | 2024Q4 | 624 | $162.13B |
44 | Jennison Associates LLC | 2024Q4 | 565 | $160.58B |
45 | HSBC HOLDINGS PLC | 2024Q4 | 2,557 | $158.37B |
46 | RAYMOND JAMES & ASSOCIATES | 2024Q3 | 3,770 | $154.8B |
47 | PNC FINANCIAL SERVICES GROUP INC. | 2024Q4 | 4,741 | $150.72B |
48 | Swiss National Bank | 2024Q4 | 2,453 | $149.88B |
49 | California Public Employees Retirement System | 2024Q4 | 1,148 | $142.86B |
50 | Sumitomo Mitsui Trust Group Inc. | 2024Q4 | 1,054 | $142.64B |
51 | PRIMECAP MANAGEMENT CO/CA/ | 2024Q4 | 331 | $134.29B |
52 | PRINCIPAL FINANCIAL GROUP INC | 2024Q4 | 1,692 | $133.66B |
53 | BAILLIE GIFFORD & CO | 2024Q4 | 278 | $130.71B |
54 | NEUBERGER BERMAN GROUP LLC | 2024Q4 | 1,889 | $125.26B |
55 | Clearbridge Investments LLC | 2024Q4 | 710 | $124.48B |
56 | ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 2024Q4 | 1,630 | $118.36B |
57 | MILLENNIUM MANAGEMENT LLC | 2024Q4 | 3,825 | $113.15B |
58 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2024Q4 | 114 | $111.84B |
59 | TD Asset Management Inc. | 2024Q4 | 1,320 | $110.91B |
60 | MANUFACTURERS LIFE INSURANCE COMPANY THE | 2024Q4 | 2,920 | $110.66B |
61 | RHUMBLINE ADVISERS | 2024Q4 | 4,244 | $109.68B |
62 | BNP PARIBAS FINANCIAL MARKETS | 2024Q4 | 3,596 | $107.05B |
63 | FIL Ltd | 2024Q4 | 901 | $105.95B |
64 | FIRST TRUST ADVISORS LP | 2024Q4 | 2,392 | $105.31B |
65 | Canada Pension Plan Investment Board | 2024Q4 | 1,357 | $104.05B |
66 | CITIGROUP INC | 2024Q4 | 4,597 | $104.04B |
67 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2024Q4 | 3,429 | $103.56B |
68 | Victory Capital Management, Inc. | 2024Q4 | 2,440 | $100.54B |
69 | Citadel Advisors LLC | 2024Q4 | 5,471 | $99.08B |
70 | National Pension Service | 2024Q4 | 535 | $98.75B |
71 | Creative Planning | 2024Q4 | 3,183 | $97.26B |
72 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2024Q4 | 1,137 | $97.14B |
73 | JONES FINANCIAL COMPANIES LLLP | 2024Q4 | 2,944 | $96.4B |
74 | Mitsubishi UFJ Asset Management Co. Ltd. | 2024Q4 | 1,585 | $92.92B |
75 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2024Q4 | 840 | $92.88B |
76 | STIFEL FINANCIAL CORP | 2024Q4 | 3,275 | $91.58B |
77 | Pictet Asset Management Holding SA | 2024Q4 | 2,002 | $90.17B |
78 | NORDEA INVESTMENT MANAGEMENT AB | 2024Q4 | 893 | $89.6B |
79 | MACQUARIE GROUP LTD | 2024Q4 | 1,667 | $87.22B |
80 | Voya Investment Management LLC | 2024Q4 | 2,648 | $85.89B |
81 | LILLY ENDOWMENT INC | 2024Q4 | 1 | $82.93B |
82 | Boston Partners | 2024Q4 | 703 | $82.48B |
83 | BROWN ADVISORY INC | 2024Q4 | 1,254 | $78.23B |
84 | VAN ECK ASSOCIATES CORP | 2024Q4 | 1,366 | $75.8B |
85 | Loomis, Sayles & Co., L.P. | 2024Q4 | 649 | $75.17B |
86 | MARSHALL WACE LLP | 2024Q4 | 2,243 | $75.04B |
87 | US BANCORP | 2024Q4 | 3,928 | $74.72B |
88 | NEW YORK STATE COMMON RETIREMENT FUND | 2024Q4 | 3,172 | $74.61B |
89 | SEI INVESTMENTS CO | 2024Q4 | 2,596 | $73.7B |
90 | D. E. Shaw & Co. Inc. | 2024Q4 | 2,719 | $73.07B |
91 | NATIONAL BANK OF CANADA | 2024Q4 | 2,478 | $72.01B |
92 | AQR CAPITAL MANAGEMENT LLC | 2024Q4 | 2,719 | $71.7B |
93 | Raymond James Financial Services Advisors Inc. | 2024Q3 | 3,293 | $70.42B |
94 | JANE STREET GROUP, LLC | 2024Q4 | 5,582 | $70.04B |
95 | PRUDENTIAL FINANCIAL INC | 2024Q4 | 2,536 | $69.94B |
96 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2024Q4 | 3,074 | $69.67B |
97 | MACKENZIE FINANCIAL CORP | 2024Q4 | 1,574 | $69.29B |
98 | LAZARD ASSET MANAGEMENT LLC | 2024Q4 | 2,047 | $69.03B |
99 | HighTower Advisors LLC | 2024Q4 | 3,353 | $68.03B |
100 | Russell Investments Group Ltd. | 2024Q4 | 3,544 | $67.67B |