Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
BlackRock Japan Co. Ltd 2/10/2017
BlackRock, Inc. New York, NY 2/12/2026
Blacksheep Fund Management Ltd Co. Dublin, L2 2/13/2026
Blackstart Capital LP 8/14/2020
Blackston Financial Advisory Group, LLC The Villages, FL 2/26/2026
Blackstone Inc. New York, NY 2/17/2026
BLACKTHORN INVESTMENT GROUP LLC 10/21/2015
BLAIR WILLIAM & CO/IL Chicago, IL 2/17/2026
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH 2/2/2026
BLALOCK WILLIAMS, LLC Alexander City, AL 2/2/2026
Blankinship & Foster, LLC Solana Beach, CA 1/23/2026
Blantyre Capital Ltd London, X0 2/17/2026
BLB&B Advisors, LLC Montgomeryville, PA 1/26/2026
Bleakley Financial Group, LLC Parsippany, NJ 2/9/2026
Bleichroeder LP New York, NY 2/13/2026
Blenheim Capital Management, L.L.C. 11/14/2014
BLI - Banque de Luxembourg Investments Luxembourg City, N4 2/11/2026
Blind Man Capital, LLC Erie, PA 2/17/2026
BLKBRD Asset Management, LP Old Greenwich, CT 2/17/2026
block.one 11/14/2023
BLOCKHOUSE CAPITAL MANAGEMENT LP 5/15/2018
BLODGETT WEALTH ADVISORS, LLC Concord, CA 1/29/2026
bLong Financial, LLC Memphis, TN 2/5/2026
BLOOM TREE PARTNERS, LLC 8/11/2023
BloombergSen Inc. Toronto, A6 2/6/2026
Blooom, Inc. 11/1/2022
Blossom Wealth Management San Ramon, Ca, CA 1/16/2026
BLS CAPITAL FONDSMAEGLERSELSKAB A/S Klampenborg, G7 2/17/2026
BLS GLOBAL EQUITIES LLC 2/9/2017
BLUE ARROW CAPITAL MANAGEMENT LLC 11/16/2015
Blue Barn Wealth, LLC Orem, UT 2/10/2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell, PA 2/9/2026
Blue Capital, Inc. Omaha, NE 2/23/2026
Blue Chip Partners, LLC Farmington Hills, MI 2/18/2026
Blue Chip Wealth Management, Inc. 11/12/2020
Blue Clay Capital Management, LLC 11/14/2016
Blue Creek Capital Management Ltd 11/4/2025
Blue Door Asset Management, LLC Stamford, CT 2/17/2026
Blue Edge Capital, LLC Richmond, VA 2/12/2026
Blue Fin Capital, Inc. Warren, RI 1/23/2026
Blue Granite Capital, LLC 2/14/2018
Blue Grotto Capital, LLC Atlanta, GA 2/17/2026
Blue Harbour Group, L.P. 10/14/2020
Blue Investment Opportunities, LLC - Project Breeze Series 1 Miami Beach, FL 2/17/2026
Blue Investment Partners LLC 8/6/2025
BLUE JAY CAPITAL MANAGEMENT, LLC 8/11/2017
BLUE JEAN FINANCIAL LLC Albany, NY 2/13/2026
Blue Line Capital, LLC / IL Chicago, IL 2/17/2026
Blue Oak Capital, LLC 7/16/2025
Blue Owl Capital Holdings LP New York, NY 2/20/2026
Blue Pool Management Ltd. Causeway Bay, K3 2/17/2026
Blue Ridge Capital, L.L.C. 11/8/2021
Blue Rock Advisors, Inc. 5/11/2016
Blue Rock Advisors, LLC 2/14/2024
Blue Sky Asset Management, LLC 11/12/2021
Blue Sky Capital Consultants Group, Inc. Poway, CA 1/23/2026
Blue Sparrow, LLC /DE New York, NY 2/18/2026
BLUE SQUARE ASSET MANAGEMENT, LLC New York, NY 1/20/2026
Blue Trust, Inc. Brentwood, TN 1/16/2026
Blue Water Asset Management Grand Rapids, MI 2/5/2026
Blue Water Life Science Advisors, LP Larkspur, CA 2/17/2026
Blue Whale Capital LLP London, X0 2/13/2026
Blue Zone Wealth Advisors, LLC Los Angeles, CA 1/21/2026
Bluebird Wealth Management LLC Medfield, MA 2/3/2026
BlueChip Wealth Advisors LLC Milton, GA 2/5/2026
BlueCrest Capital Management LLP 2/17/2015
BlueCrest Capital Management Ltd St Helier, Y9 2/17/2026
BLUEDOOR PRIVATE WEALTH, LLC Beverly, MA 2/17/2026
BlueDrive Global Investors LLP 10/18/2024
BLUEFIN CAPITAL MANAGEMENT, LLC 8/14/2025
Bluefin Trading, LLC 8/17/2020
Bluegrass Capital Partners LP Palm Beach, FL 2/6/2026
BLUELINE ADVISORS LLC Exeter, NH 2/10/2026
BlueMar Capital Management, LLC 11/14/2024
BluePointe Capital Management, LLC 5/2/2025
Blueport Capital, L.P. 11/9/2020
Blueprint Financial Advisors LLC Greensboto, NC 2/13/2026
BluePrint Investing LLC San Francisco, CA 2/5/2026
Blueprint Investment Partners LLC Greensboro, NC 2/17/2026
Bluescape Energy Partners LLC Dallas, TX 2/17/2026
Blueshift Asset Management, LLC Red Bank, NJ 2/13/2026
BlueSky Wealth Advisors, LLC New Bern, NC 1/26/2026
Bluesphere Advisors LLC East Norriton, PA 1/21/2026
BlueSpruce Investments, LP Chicago, IL 2/17/2026
BLUESTEIN R H & CO LLC 11/14/2022
BLUESTEM FINANCIAL ADVISORS, LLC Champaign, IL 1/21/2026
BlueStem Wealth Partners, LLC Minnetonka, MN 2/6/2026
BLUM CAPITAL PARTNERS LP 8/14/2018
Blume Capital Management, Inc. Berkeley, CA 2/5/2026
BLVD Private Wealth, LLC Prospect, KY 1/27/2026
BMI CAPITAL CORP 11/14/2014
BML Capital Management, LLC Zionsville, IN 2/3/2026
BMS Financial Advisors, LLC 7/31/2023
BMT Investment Advisors 4/23/2020
BNB Wealth Management, LLC Silver Spring, MD 2/17/2026
BNC WEALTH MANAGEMENT, LLC Beaverton, OR 1/22/2026
BNDES Participacoes S.A. Rio De Janeiro, D5 2/13/2026
BNP PARIBAS New York, NY 2/10/2026
BNP Paribas Asset Management Holding S.A. Paris, I0 2/13/2026
BNP PARIBAS FINANCIAL MARKETS Paris, I0 2/10/2026
Board of the Pension Protection Fund Croydon, X0 1/6/2026
Board of Trustees of The Leland Stanford Junior University Stanford, CA 2/17/2026
BOARDMAN BAY CAPITAL MANAGEMENT LLC 2/14/2022
Bocage Capital, LLC 5/15/2017
BOCHK Asset Management Ltd Hong Kong, K3 1/22/2026
Bodenholm Capital AB 1/29/2021
Bodri Capital Management, LLC 11/12/2015
BOENNING & SCATTERGOOD, INC. 1/26/2023
Bogart Wealth, LLC Mclean, VA 1/30/2026
BOGLE INVESTMENT MANAGEMENT L P /DE/ 5/14/2021
Boit C F David Boston, MA 1/15/2026
BOK Financial Private Wealth, Inc. Denver, CO 2/6/2026
BOKF, NA Tulsa, OK 2/3/2026
Bollard Group LLC Boston, MA 2/13/2026
Bolthouse Investments, LLC Bakersfield, CA 1/27/2026
BOLTON LP 2/10/2016
Boltwood Capital Management Walnut Creek, CA 1/2/2026
Bond & Devick Financial Network, Inc. St. Louis Park, MN 1/14/2026
Bond Capital Management, LP San Francisco, CA 2/12/2026
Bonfire Financial Colorado Springs, CO 1/27/2026
BONNESS ENTERPRISES INC Washington, DC 1/14/2026
BONTEMPO OHLY CAPITAL MGMT LLC Bethesda, MD 2/13/2026
Boomfish Wealth Group, LLC Alpharetta, GA 1/21/2026
BOONE CAPITAL MANAGEMENT LLC Atlanta, GA 2/17/2026
Booth Park Capital Management LLC 2/12/2016
BOOTHBAY FUND MANAGEMENT, LLC New York, NY 2/17/2026
Boothe Investment Group, Inc. Dover, DE 2/3/2026
Bordeaux Wealth Advisors LLC 8/4/2025
Border to Coast Pensions Partnership Ltd Leeds, X0 1/26/2026
Boreal Capital Management LLC Miami, FL 2/17/2026
Borer Denton & Associates, Inc. Blue Bell, PA 2/13/2026
Bornite Capital Management LP New York, NY 2/13/2026
BOS Asset Management, LLC Springfield, IL 1/9/2026
Bosman Wealth Management, LLC Redlands, CA 1/27/2026
BOSTON ADVISORS LLC 11/5/2019
Boston Common Asset Management, LLC Boston, MA 1/15/2026
BOSTON FAMILY OFFICE LLC Boston, MA 2/13/2026
BOSTON FINANCIAL MANGEMENT LLC 2/3/2025
BOSTON MOUNTAIN MONEY MANAGEMENT INC 10/11/2024
Boston Partners Boston, MA 2/13/2026
BOSTON PRIVATE BANK & TRUST CO 4/9/2015
BOSTON PROVIDENT, L.P. 11/16/2015
BOSTON RESEARCH & MANAGEMENT INC Manchester, MA 2/11/2026
Boston Standard Wealth Management, LLC Winchester, MA 1/7/2026
Boston Trust Walden Corp Boston, MA 1/28/2026
BostonPremier Wealth LLC Hanover, MA 1/13/2026
Bouchey Financial Group Ltd Troy, NY 1/16/2026
Boulay Financial Advisors, LLC Eden Prairie, MN 2/12/2026
BOULDER HILL CAPITAL MANAGEMENT LP 2/14/2025
Boulder Wealth Advisors, LLC Boulder, CO 2/5/2026
Boulegeris Investments, Inc. 10/25/2019
Boundary Creek Advisors LP Tuckahoe, NY 2/17/2026
Boundless Plain Holdings Ltd Hong Kong, K3 2/9/2026
BOURGEON CAPITAL MANAGEMENT LLC Darien, CT 1/15/2026
BOURNE LENT ASSET MANAGEMENT INC Pawling, NY 1/14/2026
Boussard & Gavaudan Asset Management LP 11/5/2014
Boussard & Gavaudan Investment Management LLP London, X0 2/12/2026
Bouvel Investment Partners, LLC Phoenixville, PA 1/23/2026
BOW STREET, LLC 12/15/2016
BOWEN HANES & CO INC Ponte Vedra Beach, FL 2/10/2026
Bowie Capital Management, LLC Richardson, TX 2/13/2026
Bowling Portfolio Management LLC 10/4/2022
Bowman & Co S.C. Oshkosh, WI 1/23/2026
Box Hill Private Wealth LLC Scottsdale, AZ 4/3/2026
Boxer Capital Management, LLC San Diego, CA 2/17/2026
Boxer Capital, LLC 2/14/2025
Boxwood Ventures, Inc. Chicago, IL 2/10/2026
BOYAR ASSET MANAGEMENT INC. New York, NY 2/13/2026
Boyce & Associates Wealth Consulting, Inc. Cedar Park, TX 1/20/2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH Cleveland, OH 2/4/2026
Boyd Wealth Management, LLC Sacramento, CA 1/28/2026
Boyer Financial Services, Inc. Newport Beach, CA 1/30/2026
Boyle Capital Management, L.L.C. 11/15/2016
BOYS ARNOLD & CO INC 8/13/2020
Boyu Capital Investment Management Co., Ltd 2/14/2023
BOYUM WEALTH ARCHITECTS LLC Bloomington, MN 1/26/2026
BP CAPITAL FUND ADVISORS, LLC 2/6/2020
BP PLC London, X0 2/11/2026
Bpifrance SA Maisons Alfort, Cedex, I0 2/2/2026
BPV Resources, LLC 8/14/2015
Bracebridge Capital, LLC Boston, MA 2/17/2026
Bradley & Co. Private Wealth Management, LLC Miami, FL 2/11/2026
BRADLEY FOSTER & SARGENT INC/CT Hartford, CT 2/12/2026
Bradley Mark J. 8/7/2023
BRADY FAMILY WEALTH, LLC Saint Louis, MO 1/7/2026
Brady Martz Wealth Solutions, LLC Grand Forks, ND 1/15/2026
Bradyco, Inc. Cambridge, MA 2/5/2026
Braeburn Wealth Management LLC Muskegon, MI 2/18/2026
Braemar Energy Ventures III, LP 11/14/2023
Braeside Investments, LLC 11/12/2014
Bragg Financial Advisors, Inc Charlotte, NC 2/13/2026
Brahman Capital Corp. 11/14/2023
BRAIDWELL LP Stamford, CT 2/17/2026
Brainard Capital Management LLC 5/9/2023
Bramshill Investments, LLC Naples, FL 2/17/2026
Brand Asset Management Group, Inc. Chesterfield, MO 2/11/2026
BRANDES INVESTMENT PARTNERS, LP La Jolla, CA 2/11/2026
BrandyTrust Global Partners, LP 2/14/2023
Brandywine Asset Management, Inc. Thornton, PA 2/12/2026
Brandywine Global Investment Management, LLC Philadelphia, PA 2/11/2026