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
1051 BlueStem Wealth Partners LLC 2024Q4 101 $761.72M
1052 Blume Capital Management Inc. 2024Q4 319 $434.11M
1053 BML Capital Management LLC 2024Q4 25 $160.97M
1054 BNC WEALTH MANAGEMENT LLC 2025Q1 97 $277.31M
1055 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2024Q4 808 $39.95B
1056 BNP PARIBAS FINANCIAL MARKETS 2024Q4 4364 $127.94B
1057 BNP Paribas SA 2024Q4 373 $16.77B
1058 Board of the Pension Protection Fund 2025Q1 140 $87.06M
1059 Board of Trustees of The Leland Stanford Junior University 2024Q4 23 $1.17B
1060 BOCHK Asset Management Ltd 2024Q4 64 $326.74M
1061 Bogart Wealth LLC 2024Q4 1331 $2.11B
1062 Boit C F David 2025Q1 127 $199.25M
1063 BOK Financial Private Wealth Inc. 2024Q4 635 $1.38B
1064 BOKF NA 2024Q4 1290 $5.92B
1065 Bollard Group LLC 2024Q4 278 $3.61B
1066 Bolthouse Investments LLC 2024Q4 78 $107.09M
1067 Boltwood Capital Management 2025Q1 161 $296.46M
1068 Bond & Devick Financial Network Inc. 2025Q1 153 $235.83M
1069 Bond Capital Management LP 2024Q4 5 $232.66M
1070 Bonfire Financial 2025Q1 49 $108.47M
1071 BONNESS ENTERPRISES INC 2025Q1 37 $306.51M
1072 BONTEMPO OHLY CAPITAL MGMT LLC 2024Q4 34 $205.47M
1073 Boomfish Wealth Group LLC 2025Q1 80 $149.35M
1074 BOONE CAPITAL MANAGEMENT LLC 2024Q4 13 $296.47M
1075 Boothbay Fund Management LLC 2024Q4 1118 $3.12B
1076 Boothe Investment Group Inc. 2025Q1 32 $193.65M
1077 Bordeaux Wealth Advisors LLC 2025Q1 157 $540.01M
1078 Border to Coast Pensions Partnership Ltd 2025Q1 83 $4.88B
1079 Borer Denton & Associates Inc. 2024Q4 60 $287.52M
1080 Bornite Capital Management LP 2024Q4 35 $743.62M
1081 BOS Asset Management LLC 2024Q4 153 $249.55M
1082 Boston Common Asset Management LLC 2025Q1 291 $3.29B
1083 BOSTON FAMILY OFFICE LLC 2024Q4 262 $1.44B
1084 BOSTON FINANCIAL MANGEMENT LLC 2024Q4 327 $3.25B
1085 Boston Partners 2024Q4 707 $82.21B
1086 BOSTON RESEARCH & MANAGEMENT INC 2024Q4 115 $407.37M
1087 Boston Standard Wealth Management LLC 2025Q1 46 $454.71M
1088 Boston Trust Walden Corp 2025Q1 372 $13.69B
1089 BostonPremier Wealth LLC 2025Q1 58 $161.09M
1090 BOSUN ASSET MANAGEMENT LLC 2024Q4 182 $222.78M
1091 Bouchey Financial Group Ltd 2024Q4 142 $1.09B
1092 BOULDER HILL CAPITAL MANAGEMENT LP 2024Q4 0 $0
1093 Boulder Wealth Advisors LLC 2024Q4 26 $185.52M
1094 Boundary Creek Advisors LP 2024Q4 11 $149.37M
1095 BOURGEON CAPITAL MANAGEMENT LLC 2025Q1 103 $455.06M
1096 BOURNE LENT ASSET MANAGEMENT INC 2025Q1 61 $233.08M
1097 Boussard & Gavaudan Investment Management LLP 2024Q4 53 $663.73M
1098 Bouvel Investment Partners LLC 2025Q1 75 $251.3M
1099 BOWEN HANES & CO INC 2024Q4 150 $3.73B
1100 Bowie Capital Management LLC 2024Q4 29 $1.89B
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