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
7901 William Marsh Rice University 2025Q1 3 $236.89M
7902 Williams & Novak LLC 2024Q4 118 $86.23M
7903 Williams Financial LLC 2024Q4 17 $140.94M
7904 Williams Jones Wealth Management LLC. 2024Q4 501 $8.29B
7905 Williamson Legacy Group LLC 2024Q4 115 $150.03M
7906 Willis Investment Counsel 2025Q1 117 $1.49B
7907 Willis Johnson & Associates Inc. 2024Q4 143 $1.2B
7908 WILLNER & HELLER LLC 2024Q4 153 $113.76M
7909 Willow Creek Wealth Management Inc. 2024Q4 146 $837.95M
7910 Wills Financial Group Inc. 2024Q4 65 $231.61M
7911 Wilmar Advisors LLC 2024Q4 16 $108.11M
7912 WILSEY ASSET MANAGEMENT INC 2025Q1 24 $498.93M
7913 Wilshire Advisors LLC 2024Q4 9 $241.19M
7914 Wilson & Boucher Capital Management LLC 2024Q4 110 $141.17M
7915 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2024Q4 29 $385.79M
7916 WIM INVESTMENT MANAGEMENT Ltd 2024Q4 15 $291.15M
7917 WIMMER ASSOCIATES 1 LLC 2024Q4 110 $202.29M
7918 WIN ADVISORS, INC 2024Q4 52 $196.44M
7919 Winch Advisory Services LLC 2024Q4 543 $384.49M
7920 Wind River Trust Co 2024Q4 9 $254.27M
7921 Winder Pte. Ltd. 2024Q4 0 $0
7922 Windle Wealth LLC 2024Q4 32 $180.81M
7923 Windmill Hill Asset Management Ltd 2024Q4 27 $305.56M
7924 Windsor Advisory Group LLC 2024Q4 79 $85.89M
7925 Windsor Capital Management LLC 2024Q4 109 $286.75M
7926 WINDWARD CAPITAL MANAGEMENT CO 2024Q4 84 $1.31B
7927 Windward Private Wealth Management Inc. 2024Q4 42 $192.07M
7928 WINEBRENNER CAPITAL MANAGEMENT LLC 2024Q4 118 $127.33M
7929 Wingate Wealth Advisors Inc. 2024Q4 463 $96.05M
7930 WINMILL & CO INC 2024Q4 54 $308.98M
7931 WINSLOW ASSET MANAGEMENT INC 2024Q4 77 $501.79M
7932 Winslow Capital Management LLC 2024Q4 68 $28.15B
7933 Winthrop Advisory Group LLC 2025Q1 152 $822.02M
7934 Winthrop Capital Management LLC 2024Q4 322 $373.26M
7935 WINTON GROUP Ltd 2024Q4 594 $1.51B
7936 WINTRUST INVESTMENTS LLC 2024Q4 411 $111.27M
7937 WISCONSIN CAPITAL MANAGEMENT LLC 2024Q4 46 $181.67M
7938 Wise Wealth Partners 2024Q4 44 $33.44M
7939 Wiser Advisor Group LLC 2024Q4 268 $68.75M
7940 Wiser Wealth Management Inc 2025Q1 45 $258.32M
7941 Wishbone Management LP 2024Q4 4 $210.5M
7942 WIT LLC 2024Q4 11 $2.99B
7943 WIT Partners Advisory Pte. Ltd. 2025Q1 1 $302.91M
7944 Wittenberg Investment Management, Inc. 2024Q4 73 $254.52M
7945 WJ Interests LLC 2024Q4 16 $207.28M
7946 WJ Wealth Management LLC 2024Q4 70 $264.07M
7947 WMG Financial Advisors LLC 2024Q4 167 $229.46M
7948 WMS Partners LLC 2024Q4 288 $1.69B
7949 WNY Asset Management LLC 2024Q4 208 $777.11M
7950 Wolf Group Capital Advisors 2025Q1 163 $288.31M
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