Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 11/29/2021
Baader Bank Aktiengesellschaft Unterschleissheim, 2M 5/8/2026
Babb Wealth Advisors LLC Flagstaff, AZ 5/14/2026
Bach Option Ltd 1/29/2020
BADGLEY PHELPS & BELL INC 7/28/2021
Badgley Phelps Wealth Managers, LLC Seattle, WA 4/15/2026
Baer Investment Advisory LLC Corte Madera, CA 4/29/2026
BAHL & GAYNOR INC Cincinnati, OH 5/7/2026
BAILARD, INC. Foster City, CA 5/11/2026
BAILEY VALUE LIMITED PARTNERSHIP 11/10/2022
BAILLIE GIFFORD & CO Edinburgh, X0 5/8/2026
BAIN CAPITAL CREDIT MEMBER, LLC 5/15/2017
Bain Capital Credit, LP Boston, MA 5/14/2026
BAIN CAPITAL INVESTORS LLC Boston, MA 5/15/2026
Bain Capital Life Sciences Investors, LLC Boston, MA 5/15/2026
Bain Capital Prairie, LLC Boston, MA 5/15/2026
Bain Capital Public Equity Management II, LLC Boston, MA 5/14/2026
Bain Capital Public Equity Management, LLC 11/16/2020
Bain Capital Public Equity, LP Boston, MA 5/14/2026
BAIN CAPITAL VENTURE INVESTORS, LLC Boston, MA 5/15/2026
BAINCO INTERNATIONAL INVESTORS 1/12/2021
Baines Creek Capital, LLC 5/15/2019
Baird Financial Group, Inc. Milwaukee, WI 5/14/2026
BAIRD ROBERT W & CO INC /WI/ 5/13/2015
Bakala Capital LLC Greenville, SC 5/14/2026
Baker Avenue Asset Management, LP San Francisco, CA 5/12/2026
BAKER BOYER NATIONAL BANK Walla Walla, WA 4/27/2026
BAKER BROS. ADVISORS LP New York, NY 5/15/2026
Baker Chad R Perrysburg, OH 4/17/2026
Baker Ellis Asset Management LLC Vancouver, WA 4/17/2026
Baker Hughes Holdings LLC 11/14/2024
Baker Street Capital Management, LLC 11/14/2016
BAKER TILLY WEALTH MANAGEMENT, LLC Madison, WI 4/10/2026
BALANCE CAPITAL PARTNERS L.P. New York, NY 5/15/2026
Balance Wealth, LLC Delaware, OH 4/20/2026
Balanced Rock Investment Advisors LLC Roslindale, MA 5/13/2026
BALANCED WEALTH GROUP LLC Westlake, OH 4/23/2026
BALASA DINVERNO & FOLTZ LLC 10/25/2022
Balboa Wealth Partners Scottsdale, AZ 4/16/2026
BALCH HILL CAPITAL LLC 11/16/2020
Baldrige Asset Management LLC 4/17/2023
Baldwin Investment Management, LLC West Conshohocken, PA 5/12/2026
BALDWIN WEALTH PARTNERS LLC/MA Marion, MA 4/14/2026
Balefire, LLC Dallas, TX 5/7/2026
Balentine LLC Atlanta, GA 4/24/2026
BALESTRA CAPITAL LTD. 11/9/2015
Ball & Co Wealth Management Inc. Franklin, TN 5/1/2026
BALLAST ADVISORS LLC Woodbury, MN 5/12/2026
Ballast Asset Management, LP Dallas, TX 5/7/2026
Ballast Financial Advisors LLC West Chester, PA 5/13/2026
Ballast Rock Private Wealth LLC Charleston, SC 4/16/2026
Ballast, Inc. Lexington, KY 5/15/2026
Ballentine Capital Advisors, Inc Greenville, SC 4/17/2026
Ballentine Partners, LLC Waltham, MA 5/14/2026
Ballew Advisors, Inc Jackson, MS 4/10/2026
Balter Liquid Alternatives, LLC 7/31/2019
BALTIMORE CAPITAL MANAGEMENT, INC 5/14/2019
Baltimore-Washington Financial Advisors, Inc. Columbia, MD 5/14/2026
BALYASNY ASSET MANAGEMENT L.P. Chicago, IL 5/15/2026
BAM Wealth Management, LLC Lakewood, CO 4/17/2026
BAMCO INC /NY/ New York, NY 5/15/2026
BANBURY PARTNERS LLC 8/16/2021
BANC FUNDS CO LLC Chicago, IL 5/14/2026
BANCED CORP 4/9/2019
BancFirst Trust & Investment Management Oklahoma City, OK 4/1/2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Madrid, U3 5/14/2026
Banco BTG Pactual S.A. Rio De Janeiro, D5 5/12/2026
Banco BTG Pactual SA 2/17/2016
Banco de Sabadell, S.A Miami, FL 5/8/2026
Banco Santander, S.A. Madrid, U3 5/8/2026
BANCORPSOUTH INC 11/14/2017
Bancreek Capital Management, LP Santa Monica, CA 5/5/2026
Bandera Partners LLC Brooklyn, NY 5/13/2026
Bangor Savings Bank Bangor, ME 4/1/2026
Bank & Trust Co Litchfield, IL 4/13/2026
BANK HAPOALIM BM Tel Aviv, L3 5/4/2026
Bank Julius Baer & Co. Ltd, Zurich Zurich, V8 5/5/2026
BANK OF AMERICA CORP /DE/ Charlotte, NC 5/15/2026
BANK OF EDWARDSVILLE 10/17/2019
Bank of Finland Helsinki, H9 4/14/2026
BANK OF HAWAII Honolulu, HI 5/14/2026
Bank of Italy Rome, L6 4/23/2026
Bank of Jackson Hole Trust Jackson, WY 5/12/2026
Bank of Kentucky, Inc. 4/28/2015
BANK OF KOREA Seoul, M5 5/13/2026
Bank of Marin Novato, CA 5/14/2026
BANK OF MONTREAL /CAN/ Toronto, A6 5/13/2026
Bank of New Hampshire Laconia, NH 4/13/2026
Bank of New York Mellon Corp New York, NY 5/5/2026
BANK OF NOVA SCOTIA Toronto, A6 5/14/2026
BANK OF NOVA SCOTIA TRUST CO Toronto, A6 5/13/2026
BANK OF STOCKTON Stockton, CA 4/29/2026
BANK OF THE WEST 2/1/2023
Bank OZK Little Rock, AR 5/13/2026
BANK PICTET & CIE (ASIA) LTD 7/16/2024
Bank Pictet & Cie (Europe) AG Frankfurt Am Main, 2M 4/14/2026
BankChampaign, National Association Champaign, IL 5/21/2026
BANKERS TRUST CO 8/15/2014
BANKERS TRUST CO CEDAR RAPIDS 8/15/2014
BANKERS TRUST CO OF SOUTH DAKOTA 8/15/2014
BankPlus Trust Department Jackson, MS 5/11/2026
BankPlus Wealth Management LLC Jackson, MS 4/21/2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC Lewisville, TX 4/13/2026
Bannerstone Capital Management, LLC Wayzata, MN 5/11/2026
Banque Cantonale Vaudoise Lausanne, V8 4/20/2026
Banque de Luxembourg S.A. Luxembourg, N4 4/14/2026
BANQUE PICTET & CIE SA Geneva 73, V8 4/14/2026
Banque Transatlantique SA Paris, I0 5/13/2026
BANTA ASSET MANAGEMENT LP Newport Beach, CA 5/7/2026
BANTAMAC CAPITAL, LLC Chicago, IL 5/11/2026
BANYAN CAPITAL MANAGEMENT, INC. Atlanta, GA 5/1/2026
Banyan Partners, LLC 11/14/2014
BAR HARBOR TRUST SERVICES 8/11/2022
BAR HARBOR WEALTH MANAGEMENT Concord, NH 4/17/2026
Barbara Oil Co. Chicago, IL 5/13/2026
Barber Financial Group, Inc. 5/4/2023
BARCLAYS PLC London, X0 5/14/2026
BARD ASSOCIATES INC Chicago, IL 5/7/2026
Bard Financial Services, Inc. 10/17/2025
Barden Capital Management, Inc. Austin, TX 4/7/2026
BARDIN HILL MANAGEMENT PARTNERS LP New York, NY 5/14/2026
Bare Financial Services, Inc Gap, PA 5/14/2026
Bares Capital Management, Inc. 11/14/2025
BARING ASSET MANAGEMENT Ltd 10/26/2017
Baring Financial LLC Bellingham, WA 4/6/2026
Baring Fintech Fund III Managers Ltd St Peter Port, Y7 5/14/2026
Baring Fintech Manager Holding Ltd Castel, Y7 5/14/2026
Baring International Investment Ltd London, X0 7/21/2014
BARINGS LLC Charlotte, NC 5/6/2026
Barings Real Estate Advisers LLC 2/1/2017
BARINGTON COMPANIES MANAGEMENT, LLC New York, NY 5/12/2026
Barker Partnership L.P. 5/15/2020
BARLOW WEALTH PARTNERS, LLC Louisville, KY 4/21/2026
Barnes Dennig Private Wealth Management LLC Cincinnati, OH 4/22/2026
BARNES PETTEY FINANCIAL ADVISORS, LLC Clarksdale, MS 4/24/2026
Barnes Wealth Management Group, Inc Bakersfield, CA 5/15/2026
Barnett & Company, Inc. Chattanooga, TN 4/30/2026
BAROMETER CAPITAL MANAGEMENT INC. Toronto, A6 5/12/2026
Baron Financial Group, LLC Fair Lawn, NJ 4/9/2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Boca Raton, FL 5/13/2026
Baron Wealth Management LLC Troy, MI 4/16/2026
BARR E S & CO Lexington, KY 5/13/2026
BARRETT & COMPANY, INC. Providence, RI 5/4/2026
Barrett Asset Management, LLC 5/16/2022
Barrier Capital Management, LLC San Francisco, CA 5/15/2026
Barrington Strategic Wealth Management Group LLC 10/31/2017
BARROW HANLEY MEWHINNEY & STRAUSS LLC Dallas, TX 5/13/2026
Barry Investment Advisors, LLC New Bedford, MA 4/23/2026
Bartlett & Co. LLC 1/8/2024
BARTLETT & CO. WEALTH MANAGEMENT LLC Cincinnati, OH 5/6/2026
Barton Investment Management West Conshohocken, PA 4/20/2026
Base Wealth Management LLC Lakewood Ranch, FL 4/29/2026
Basepoint Wealth LLC Cedar Rapids, IA 5/7/2026
Baskin Financial Services Inc. Toronto, A6 4/13/2026
Bass Edward P Fort Worth, TX 5/11/2026
BASS LEE M /TX/ Fort Worth, TX 5/11/2026
BASS SID R Fort Worth, TX 5/11/2026
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 10/26/2023
BASSO CAPITAL MANAGEMENT, L.P. Stamford, CT 5/15/2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. New York, NY 5/15/2026
Bastion Asset Management Inc. Montreal, Z4 5/5/2026
Bath Savings Trust Co Bath, ME 4/7/2026
Battery Global Advisors, LLC Boston, MA 5/14/2026
Battery Management Corp. Boston, MA 5/15/2026
Battery Partners IX, LLC 11/16/2020
Battery Partners VII, LLC 11/13/2017
Battery Partners VIII, LLC 11/14/2019
Baugh & Associates, LLC Atlanta, GA 4/16/2026
Bauman Advisory Group, LLC Las Vegas, NV 5/6/2026
BAUPOST GROUP LLC/MA Boston, MA 5/14/2026
Bawa N Mallick Trust Forest Hills, NY 5/15/2026
BAXTER BROS INC Riverside, CT 4/28/2026
Bay Capital Advisors, LLC Virginia Beach, VA 4/22/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord, MA 5/5/2026
Bay Harbor Wealth Management, LLC Hunt Valley, MD 4/14/2026
Bay Management Co XI LLC 2/13/2018
Bay Rivers Group Williamsburg, VA 4/13/2026
Bay Street Capital Partners LLC 5/15/2018
BAYBAN Bayport, MN 4/24/2026
Bayberry Capital Partners LP New York, NY 5/15/2026
BayBridge Capital Group, LLC Livermore, CA 4/14/2026
Bayesian Capital Management, LP Brooklyn, NY 5/15/2026
Bayforest Capital Ltd London, X0 4/15/2026
Bayhunt Capital LLC Mill Valley, CA 5/15/2026
Baymount Management LP 2/14/2025
BAYOU CITY ENERGY MANAGEMENT LLC 2/14/2019
BAYPOINTE PARTNERS LLC Stamford, CT 4/30/2026
BAYSHORE ASSET MANAGEMENT, LLC Coral Gables, FL 4/24/2026
Bayshore Capital Advisors, LLC Tampa, FL 4/14/2026
Baystate Wealth Management LLC 1/29/2024
Bayview Asset Management, LLC Coral Gables, FL 5/15/2026
BB BIOTECH AG 5/13/2019
BB&T INVESTMENT SERVICES, INC. 2/15/2018
BB&T SECURITIES, LLC 10/30/2019
BBFIT INVESTMENTS PTE LTD Singapore, U0 5/15/2026
BBJS FINANCIAL ADVISORS, LLC 10/15/2024
BBR PARTNERS, LLC New York, NY 5/12/2026
BBT Capital Management, LLC 11/10/2020
BBVA USA 11/4/2021
BBVA USA Bancshares, Inc. 4/23/2021