List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6451 | Segment Wealth Management LLC | 2025Q1 | 277 | $1.47B |
| 6452 | SEGRA CAPITAL MANAGEMENT, LLC | 2024Q4 | 7 | $194.48M |
| 6453 | SEI INVESTMENTS CO | 2024Q4 | 2633 | $76.32B |
| 6454 | Seilern Investment Management Ltd | 2025Q1 | 23 | $1.53B |
| 6455 | SEIZERT CAPITAL PARTNERS LLC | 2024Q4 | 158 | $2.21B |
| 6456 | SELDON CAPITAL LP | 2024Q4 | 64 | $242.59M |
| 6457 | Select Asset Management & Trust | 2024Q4 | 71 | $257.74M |
| 6458 | Select Equity Group, L.P. | 2024Q4 | 142 | $24.52B |
| 6459 | Selective Wealth Management Inc. | 2025Q1 | 97 | $226.45M |
| 6460 | Selkirk Management LLC | 2024Q4 | 16 | $278.51M |
| 6461 | Sellaronda Global Management LP | 2024Q4 | 12 | $98.44M |
| 6462 | Sellwood Investment Partners LLC | 2024Q4 | 50 | $170.69M |
| 6463 | Selway Asset Management | 2025Q1 | 75 | $242.44M |
| 6464 | Semanteon Capital Management LP | 2024Q4 | 226 | $184.94M |
| 6465 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 2024Q4 | 37 | $559.52M |
| 6466 | Semus Wealth Partners LLC | 2024Q4 | 111 | $150.79M |
| 6467 | Senator Investment Group LP | 2024Q4 | 63 | $2.67B |
| 6468 | Sender Co & Partners Inc. | 2024Q4 | 49 | $80.52M |
| 6469 | Sendero Wealth Management LLC | 2025Q1 | 186 | $720.55M |
| 6470 | Seneca House Advisors | 2025Q1 | 84 | $233.97M |
| 6471 | Seneschal Advisors LLC | 2024Q4 | 35 | $113.75M |
| 6472 | Sensible Financial Planning & Management LLC. | 2024Q4 | 26 | $385.47M |
| 6473 | Sensible Money LLC | 2024Q4 | 78 | $226.64M |
| 6474 | SENTINEL PENSION ADVISORS LLC | 2025Q1 | 104 | $435.34M |
| 6475 | SENTINEL TRUST CO LBA | 2024Q4 | 129 | $871.05M |
| 6476 | Sentinus LLC | 2024Q4 | 175 | $333M |
| 6477 | SENTRY INVESTMENT MANAGEMENT LLC | 2025Q1 | 480 | $147.49M |
| 6478 | Sentry LLC | 2025Q1 | 131 | $513.57M |
| 6479 | SENVEST MANAGEMENT, LLC | 2024Q4 | 58 | $3.25B |
| 6480 | Sepio Capital LP | 2024Q4 | 288 | $1.24B |
| 6481 | Sequent Asset Management LLC | 2024Q4 | 86 | $203.13M |
| 6482 | Sequent Planning LLC | 2024Q4 | 135 | $253.15M |
| 6483 | Sequoia Financial Advisors LLC | 2025Q1 | 1321 | $12.21B |
| 6484 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 2024Q4 | 5 | $149.03M |
| 6485 | Serenus Wealth Advisors LLC | 2024Q4 | 60 | $575.43M |
| 6486 | Seros Financial LLC | 2025Q1 | 55 | $133.8M |
| 6487 | Sessa Capital IM L.P. | 2024Q4 | 25 | $2.56B |
| 6488 | Settian Capital LP | 2024Q4 | 29 | $138.64M |
| 6489 | SEVEN EIGHT CAPITAL LP | 2024Q4 | 0 | $0 |
| 6490 | SEVEN GRAND MANAGERS LLC | 2024Q4 | 37 | $218.49M |
| 6491 | SEVEN MILE ADVISORY | 2024Q4 | 167 | $156.79M |
| 6492 | Seven Post Investment Office LP | 2025Q1 | 32 | $243.73M |
| 6493 | Seven Six Capital Management LLC | 2024Q4 | 27 | $115.03M |
| 6494 | Seven Springs Wealth Group LLC | 2024Q4 | 73 | $248.94M |
| 6495 | SevenBridge Financial Group LLC | 2024Q4 | 217 | $501.96M |
| 6496 | SFE Investment Counsel | 2024Q4 | 111 | $461.37M |
| 6497 | SFG Wealth Management LLC. | 2025Q1 | 108 | $193.49M |
| 6498 | SFI Advisors LLC | 2024Q4 | 81 | $141.84M |
| 6499 | SFM LLC | 2025Q1 | 55 | $135.76M |
| 6500 | SFMG LLC | 2024Q4 | 262 | $1.25B |