Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7801 Welch Group LLC 2025Q1 266 $2.27B
7802 Well Done LLC 2024Q4 174 $540.06M
7803 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2024Q4 21 $8.28B
7804 Wellesley Asset Management 2024Q4 0 $0
7805 WELLINGTON MANAGEMENT GROUP LLP 2024Q4 1797 $545.28B
7806 Wellington Shields & Co. LLC 2024Q4 295 $326.13M
7807 Wellington Shields Capital Management LLC 2024Q4 306 $565.37M
7808 Wellington Wealth Strategies LLC. 2024Q4 65 $105.5M
7809 WELLS FARGO & COMPANY 2024Q4 6206 $408.46B
7810 Wells Financial Advisors INC 2024Q4 75 $72.84M
7811 Wells Trecaso Financial Group LLC 2025Q1 91 $298.32M
7812 Wellspring Financial Advisors LLC 2024Q4 144 $931.26M
7813 WENDELL DAVID ASSOCIATES INC 2025Q1 151 $1B
7814 Werba Rubin Papier Wealth Management 2024Q4 190 $419.53M
7815 Werlinich Asset Management LLC 2025Q1 59 $157.47M
7816 Wernau Asset Management Inc. 2024Q4 45 $102.76M
7817 WESBANCO BANK INC 2025Q1 613 $2.88B
7818 WESCAP Management Group Inc. 2024Q4 92 $388.73M
7819 Wescott Financial Advisory Group LLC 2024Q4 162 $911.68M
7820 Wesleyan Assurance Society 2024Q4 107 $1.31B
7821 WESPAC Advisors LLC 2024Q4 153 $128.15M
7822 WESPAC Advisors SoCal LLC 2024Q4 95 $413.14M
7823 WEST BANCORPORATION INC 2024Q4 95 $152.2M
7824 West Branch Capital LLC 2025Q1 520 $299.36M
7825 WEST CHESTER CAPITAL ADVISORS INC 2024Q4 59 $137.07M
7826 West Coast Financial LLC 2025Q1 162 $876.01M
7827 West Family Investments Inc. 2024Q4 283 $276.66M
7828 West Financial Advisors LLC 2025Q1 199 $462.73M
7829 WEST MICHIGAN ADVISORS LLC 2024Q4 227 $320.23M
7830 West Oak Capital LLC 2025Q1 303 $2.59M
7831 WEST PACES ADVISORS INC. 2025Q1 563 $439.01M
7832 West Tower Group LLC 2024Q4 76 $45.11M
7833 West Wealth Group LLC 2024Q4 88 $321.45M
7834 Westbourne Investment Advisors Inc. 2024Q4 84 $292.24M
7835 WESTBOURNE INVESTMENTS INC. 2024Q4 124 $169.1M
7836 WestBridge Capital Management LLC 2024Q4 1 $216.34M
7837 Westchester Capital Management Inc. 2024Q4 41 $397.58M
7838 Westchester Capital Management LLC 2024Q4 89 $1.6B
7839 WestEnd Advisors LLC 2024Q4 340 $3.93B
7840 Westend Capital Management LLC 2024Q4 224 $336.9M
7841 WESTERLY CAPITAL MANAGEMENT LLC 2024Q4 39 $180.81M
7842 WESTERN ASSET MANAGEMENT CO 2024Q4 5 $17.11M
7843 Western Financial Corp 2024Q4 120 $172.36M
7844 Western Pacific Wealth Management LP 2025Q1 199 $110.6M
7845 Western Standard LLC 2024Q4 23 $150.09M
7846 Western Wealth Management LLC 2024Q4 659 $1.53B
7847 WESTFIELD CAPITAL MANAGEMENT CO LP 2024Q4 239 $22.97B
7848 Westfuller Advisors LLC 2024Q4 80 $143.62M
7849 Westhampton Capital LLC 2024Q4 119 $195.77M
7850 WestHill Financial Advisors Inc. 2024Q4 74 $403.54M
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