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 | 2024Q3 | 4,391 | $5.27T |
2 | BlackRock Inc. | 2024Q3 | 4,921 | $4.46T |
3 | STATE STREET CORP | 2024Q3 | 4,136 | $2.32T |
4 | FMR LLC | 2024Q3 | 5,127 | $1.55T |
5 | MORGAN STANLEY | 2024Q3 | 7,434 | $1.28T |
6 | JPMORGAN CHASE & CO | 2024Q3 | 5,992 | $1.17T |
7 | GEODE CAPITAL MANAGEMENT LLC | 2024Q3 | 4,571 | $1.15T |
8 | BANK OF AMERICA CORP | 2024Q3 | 6,623 | $1.01T |
9 | PRICE T ROWE ASSOCIATES INC | 2024Q3 | 2,940 | $839.74B |
10 | Capital World Investors | 2024Q3 | 523 | $620.47B |
11 | NORTHERN TRUST CORP | 2024Q3 | 4,408 | $594.21B |
12 | WELLINGTON MANAGEMENT GROUP LLP | 2024Q3 | 1,764 | $564.25B |
13 | Bank of New York Mellon Corp | 2024Q3 | 3,985 | $528.38B |
14 | GOLDMAN SACHS GROUP INC | 2024Q3 | 4,680 | $503.05B |
15 | Capital International Investors | 2024Q3 | 432 | $500.02B |
16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2024Q3 | 3,509 | $486.92B |
17 | Invesco Ltd. | 2024Q3 | 3,684 | $483.36B |
18 | Capital Research Global Investors | 2024Q3 | 411 | $459.17B |
19 | Legal & General Group Plc | 2024Q3 | 3,388 | $451.5B |
20 | ROYAL BANK OF CANADA | 2024Q3 | 6,182 | $420.02B |
21 | DIMENSIONAL FUND ADVISORS LP | 2024Q3 | 3,368 | $388.06B |
22 | WELLS FARGO & COMPANY | 2024Q3 | 6,344 | $385.86B |
23 | AMERIPRISE FINANCIAL INC | 2024Q3 | 3,780 | $372.88B |
24 | Nuveen Asset Management LLC | 2024Q3 | 3,263 | $344.13B |
25 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2024Q3 | 2,622 | $339B |
26 | MASSACHUSETTS FINANCIAL SERVICES CO | 2024Q3 | 845 | $331.28B |
27 | FRANKLIN RESOURCES INC | 2024Q3 | 2,713 | $329.52B |
28 | UBS Group AG | 2024Q3 | 7,707 | $322.64B |
29 | BERKSHIRE HATHAWAY INC | 2024Q3 | 41 | $292.68B |
30 | ALLIANCEBERNSTEIN L.P. | 2024Q3 | 3,177 | $288.15B |
31 | BANK OF MONTREAL | 2024Q3 | 3,272 | $284.49B |
32 | ENVESTNET ASSET MANAGEMENT INC | 2024Q3 | 4,056 | $271.16B |
33 | AMUNDI | 2024Q3 | 1,839 | $254.45B |
34 | Fisher Asset Management LLC | 2024Q3 | 955 | $229.33B |
35 | DEUTSCHE BANK AG | 2024Q3 | 3,434 | $226.82B |
36 | NORGES BANK | 2024Q3 | 642 | $223.07B |
37 | BARCLAYS PLC | 2024Q3 | 4,018 | $221.7B |
38 | LPL Financial LLC | 2024Q3 | 4,791 | $194.87B |
39 | JANUS HENDERSON GROUP PLC | 2024Q3 | 2,513 | $188.34B |
40 | PRINCIPAL FINANCIAL GROUP INC | 2024Q3 | 2,315 | $173.22B |
41 | DODGE & COX | 2024Q3 | 201 | $171.4B |
42 | AMERICAN CENTURY COMPANIES INC | 2024Q3 | 2,809 | $164.43B |
43 | T. Rowe Price Investment Management Inc. | 2024Q3 | 620 | $162.57B |
44 | JENNISON ASSOCIATES LLC | 2024Q3 | 566 | $155.55B |
45 | HSBC HOLDINGS PLC | 2024Q3 | 2,548 | $151.29B |
46 | RAYMOND JAMES & ASSOCIATES | 2024Q3 | 3,765 | $151.29B |
47 | PNC FINANCIAL SERVICES GROUP INC. | 2024Q3 | 4,710 | $148.86B |
48 | Swiss National Bank | 2024Q3 | 2,474 | $147.34B |
49 | Sumitomo Mitsui Trust Group Inc. | 2024Q3 | 1,080 | $141.81B |
50 | California Public Employees Retirement System | 2024Q3 | 1,157 | $140.43B |
51 | PRIMECAP MANAGEMENT CO | 2024Q3 | 333 | $135.96B |
52 | BAILLIE GIFFORD & CO | 2024Q3 | 284 | $130.19B |
53 | Clearbridge Investments LLC | 2024Q3 | 722 | $125.41B |
54 | Neuberger Berman Group LLC | 2024Q3 | 1,855 | $123.59B |
55 | MILLENNIUM MANAGEMENT LLC | 2024Q3 | 3,847 | $113.85B |
56 | ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 2024Q3 | 1,603 | $112.88B |
57 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2024Q3 | 115 | $112.27B |
58 | TD ASSET MANAGEMENT INC | 2024Q3 | 1,363 | $108.76B |
59 | MANUFACTURERS LIFE INSURANCE COMPANY THE | 2024Q3 | 2,925 | $108.56B |
60 | RHUMBLINE ADVISERS | 2024Q3 | 4,271 | $107.13B |
61 | CREDIT SUISSE AG | 2024Q1 | 2,843 | $103.99B |
62 | FIL Ltd | 2024Q3 | 880 | $103.84B |
63 | CANADA PENSION PLAN INVESTMENT BOARD | 2024Q3 | 1,280 | $100.77B |
64 | VICTORY CAPITAL MANAGEMENT INC | 2024Q3 | 2,442 | $100.74B |
65 | FIRST TRUST ADVISORS LP | 2024Q3 | 2,318 | $100.35B |
66 | CITIGROUP INC | 2024Q3 | 4,545 | $99.9B |
67 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2024Q3 | 3,404 | $98.64B |
68 | CITADEL ADVISORS LLC | 2024Q3 | 5,480 | $97.2B |
69 | Creative Planning | 2024Q3 | 2,944 | $93.07B |
70 | National Pension Service | 2024Q3 | 531 | $91.32B |
71 | BNP PARIBAS FINANCIAL MARKETS | 2024Q3 | 3,203 | $91.05B |
72 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2024Q3 | 882 | $90.89B |
73 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2024Q3 | 1,120 | $90.52B |
74 | Pictet Asset Management Holding SA | 2024Q3 | 1,980 | $89.92B |
75 | MACQUARIE GROUP LTD | 2024Q3 | 1,747 | $89.13B |
76 | STIFEL FINANCIAL CORP | 2024Q3 | 3,261 | $88.86B |
77 | Voya Investment Management LLC | 2024Q3 | 2,657 | $86.69B |
78 | NORDEA INVESTMENT MANAGEMENT AB | 2024Q3 | 908 | $85.95B |
79 | JONES FINANCIAL COMPANIES LLLP | 2024Q3 | 2,263 | $85.79B |
80 | LILLY ENDOWMENT INC | 2024Q3 | 1 | $83.64B |
81 | Boston Partners | 2024Q3 | 723 | $83.06B |
82 | Mitsubishi UFJ Asset Management Co. Ltd. | 2024Q3 | 1,574 | $82.64B |
83 | BROWN ADVISORY INC | 2024Q3 | 1,223 | $76.89B |
84 | NEW YORK STATE COMMON RETIREMENT FUND | 2024Q3 | 3,192 | $75.01B |
85 | JANE STREET GROUP LLC | 2024Q3 | 5,545 | $74.33B |
86 | LAZARD ASSET MANAGEMENT LLC | 2024Q3 | 1,975 | $73.32B |
87 | US BANCORP | 2024Q3 | 3,865 | $73.2B |
88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2024Q3 | 3,067 | $72.96B |
89 | LOOMIS SAYLES & CO L P | 2024Q3 | 641 | $72.16B |
90 | VAN ECK ASSOCIATES CORP | 2024Q3 | 1,359 | $71.94B |
91 | SEI INVESTMENTS CO | 2024Q3 | 2,559 | $70.58B |
92 | PRUDENTIAL FINANCIAL INC | 2024Q3 | 2,658 | $69.25B |
93 | MACKENZIE FINANCIAL CORP | 2024Q3 | 1,533 | $68.97B |
94 | MARSHALL WACE LLP | 2024Q3 | 2,160 | $68.72B |
95 | Raymond James Financial Services Advisors Inc. | 2024Q3 | 3,284 | $68.69B |
96 | Artisan Partners Limited Partnership | 2024Q3 | 323 | $67.03B |
97 | NATIONAL BANK OF CANADA | 2024Q3 | 2,480 | $65.6B |
98 | AQR CAPITAL MANAGEMENT LLC | 2024Q3 | 2,572 | $65.44B |
99 | Sanders Capital LLC | 2024Q3 | 44 | $64.74B |
100 | Russell Investments Group Ltd. | 2024Q3 | 3,418 | $64.67B |