Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
1	Vanguard Group Inc	PA	$6.90T	4,329	+3.3%
2	Blackrock, Inc.	NY	$5.88T	5,274	+3.7%
3	State Street Corp	MA	$2.98T	4,109	+3.4%
4	Fmr LLC	MA	$1.96T	5,213	+2.0%
5	Morgan Stanley	NY	$1.67T	7,995	+1.4%
6	Geode Capital Management, LLC	MA	$1.62T	4,466	+3.4%
7	Jpmorgan Chase & Co	NY	$1.48T	6,051	-5.3%
8	Bank Of America Corp /De/	NC	$1.37T	7,079	+3.0%
9	Norges Bank	Q8	$934.76B	1,577	+16.7%
10	Northern Trust Corp	IL	$784.38B	4,449	+0.3%
11	Capital World Investors	CA	$735.14B	561	+0.4%
12	Goldman Sachs Group Inc	NY	$698.40B	5,262	+1.0%
13	Invesco Ltd.	GA	$651.07B	3,680	+2.8%
14	Charles Schwab Investment Management Inc	CO	$643.57B	3,456	+2.7%
15	Capital International Investors	CA	$637.96B	453	+3.0%
16	Wellington Management Group LLP	MA	$569.66B	1,770	-0.1%
17	Royal Bank Of Canada	A6	$568.35B	6,822	+1.2%
18	Bank Of New York Mellon Corp	NY	$567.56B	4,159	+1.8%
19	Capital Research Global Investors	CA	$541.72B	433	+1.6%
20	Wells Fargo & Company/Mn	CA	$511.68B	6,282	+4.6%
21	Ubs Group AG	V8	$504.57B	8,983	-1.4%
22	Dimensional Fund Advisors LP	TX	$476.72B	3,240	+2.3%
23	Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC	IL	$472.90B	3,282	+2.7%
24	Legal & General Group PLC	X0	$450.91B	3,388	+1.2%
25	Ameriprise Financial Inc	MN	$441.69B	4,000	+1.7%
26	Franklin Resources Inc	CA	$404.94B	2,999	+1.7%
27	Nuveen, LLC	NC	$381.43B	3,222	+0.8%
28	Lpl Financial LLC	SC	$365.76B	5,637	+6.8%
29	Amundi	I0	$342.21B	1,781	+10.0%
30	Envestnet Asset Management Inc	PA	$337.09B	4,439	-3.0%
31	Raymond James Financial Inc	FL	$321.24B	5,001	+3.3%
32	Alliancebernstein L.P.	TN	$316.67B	3,235	-0.3%
33	Massachusetts Financial Services Co /Ma/	MA	$309.90B	913	-4.0%
34	Deutsche Bank AG\	2M	$306.67B	3,502	+2.9%
35	Fisher Asset Management, LLC	TX	$292.99B	1,017	+6.0%
36	Berkshire Hathaway Inc	NE	$274.16B	42	+2.6%
37	Bank Of Montreal /Can/	A6	$250.18B	3,089	+3.6%
38	Barclays PLC	X0	$248.84B	4,208	-7.0%
39	Janus Henderson Group PLC	X0	$223.31B	2,406	+1.9%
40	American Century Companies Inc	MO	$198.47B	2,805	+1.2%
41	Principal Financial Group Inc	IA	$195.86B	2,180	-1.2%
42	Aqr Capital Management LLC	CT	$190.63B	3,562	+22.2%
43	Dodge & Cox	CA	$185.26B	222	-0.0%
44	Pnc Financial Services Group, Inc.	PA	$183.11B	5,148	+11.1%
45	Victory Capital Management Inc	TX	$176.13B	2,392	+3.7%
46	California Public Employees Retirement System	CA	$174.90B	1,086	+4.7%
47	Arrowstreet Capital, Limited Partnership	MA	$170.74B	1,808	+7.7%
48	Sumitomo Mitsui Trust Group, Inc.	M0	$170.27B	1,049	-2.0%
49	Swiss National Bank	V8	$168.01B	2,311	-2.5%
50	Jennison Associates LLC	NY	$166.57B	574	-3.0%

Showing 1–50 of 8,522

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