Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

681 institutions on file

Blom & Howell Financial Planning, Inc.
TRACKED
CIK 0002136102
$202.5M
AUM
64
positions
2
filings
latest Q1 2026
bLong Financial, LLC
TRACKED
CIK 0001943004
$153.5M
AUM
80
positions
2
filings
latest Q2 2026
BloombergSen Inc.
TRACKED
CIK 0001484047
$1.31B
AUM
29
positions
12
filings
latest Q1 2026
BLOOM TREE PARTNERS, LLC
TRACKED
CIK 0001567752
$214.7M
AUM
44
positions
8
filings
latest Q2 2023
Blossom Wealth Management
TRACKED
CIK 0001839735
$71.0M
AUM
72
positions
8
filings
latest Q2 2026
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
TRACKED
CIK 0001670104
$2.94B
AUM
11
positions
8
filings
latest Q1 2026
Blue Barn Wealth, LLC
TRACKED
CIK 0001879206
$68.7M
AUM
46
positions
8
filings
latest Q4 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001352860
$695.6M
AUM
724
positions
12
filings
latest Q1 2026
Bluebird Wealth Management LLC
TRACKED
CIK 0002104503
$97.7M
AUM
77
positions
2
filings
latest Q1 2026
Blue Capital, Inc.
TRACKED
CIK 0002032856
$153.1M
AUM
107
positions
2
filings
latest Q1 2026
Blue Chip Partners, LLC
TRACKED
CIK 0001632801
$1.39B
AUM
170
positions
12
filings
latest Q1 2026
BlueChip Wealth Advisors LLC
TRACKED
CIK 0002015578
$227.8M
AUM
147
positions
2
filings
latest Q1 2026
Blue Creek Capital Management Ltd
TRACKED
CIK 0001854024
$81.3M
AUM
5
positions
8
filings
latest Q3 2025
BlueCrest Capital Management Ltd
TRACKED
CIK 0001610880
$1.69B
AUM
219
positions
14
filings
latest Q1 2026
Blue Door Asset Management, LLC
TRACKED
CIK 0001909147
$158.6M
AUM
17
positions
12
filings
latest Q1 2026
BLUEDOOR PRIVATE WEALTH, LLC
TRACKED
CIK 0002110994
$237.5M
AUM
160
positions
2
filings
latest Q2 2026
BlueDrive Global Investors LLP
TRACKED
CIK 0001730235
$85.4M
AUM
10
positions
8
filings
latest Q3 2024
Blue Edge Capital, LLC
TRACKED
CIK 0001599620
$752.9M
AUM
134
positions
8
filings
latest Q1 2026
Blue Fin Capital, Inc.
TRACKED
CIK 0001576102
$609.6M
AUM
150
positions
8
filings
latest Q1 2026
BLUEFIN CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001144208
$155.9M
AUM
89
positions
13
filings
latest Q1 2026
Bluegrass Capital Partners LP
TRACKED
CIK 0001727353
$138.8M
AUM
10
positions
12
filings
latest Q1 2026
Blue Grotto Capital, LLC
TRACKED
CIK 0001764725
$867.6M
AUM
21
positions
12
filings
latest Q1 2026
Blue Investment Opportunities, LLC - Project Breeze Series 1
TRACKED
CIK 0002032685
$167.8M
AUM
1
positions
2
filings
latest Q4 2025
Blue Investment Partners LLC
TRACKED
CIK 0001958029
$285.1M
AUM
52
positions
8
filings
latest Q2 2025
BLUE JEAN FINANCIAL LLC
TRACKED
CIK 0002047089
$143.7M
AUM
70
positions
2
filings
latest Q2 2026
BLUELINE ADVISORS LLC
TRACKED
CIK 0002110066
$144.4M
AUM
260
positions
2
filings
latest Q2 2026
Blue Line Capital, LLC / IL
TRACKED
CIK 0002111406
$88.4M
AUM
65
positions
2
filings
latest Q1 2026
BlueMar Capital Management, LLC
TRACKED
CIK 0001582635
$49.9M
AUM
23
positions
8
filings
latest Q3 2024
Blue Oak Capital, LLC
TRACKED
CIK 0001307125
$190.3M
AUM
67
positions
2
filings
latest Q2 2025
Blue Owl Capital Holdings LP
TRACKED
CIK 0001858703
$372.2M
AUM
75
positions
13
filings
latest Q1 2026
BluePointe Capital Management, LLC
TRACKED
CIK 0002040935
$262.5M
AUM
128
positions
2
filings
latest Q1 2025
Blue Pool Management Ltd.
TRACKED
CIK 0001675855
$2.5M
AUM
1
positions
12
filings
latest Q1 2026
Blueprint Financial Advisors LLC
TRACKED
CIK 0002054129
$674.9M
AUM
100
positions
5
filings
latest Q1 2026
BluePrint Investing LLC
TRACKED
CIK 0002108872
$133.8M
AUM
25
positions
2
filings
latest Q2 2026
Blueprint Investment Partners LLC
TRACKED
CIK 0001794467
$980.4M
AUM
131
positions
12
filings
latest Q1 2026
Blue Rock Advisors, LLC
TRACKED
CIK 0001666551
$7
AUM
1
positions
8
filings
latest Q4 2023
Bluescape Energy Partners LLC
TRACKED
CIK 0001629283
$322.1M
AUM
5
positions
12
filings
latest Q1 2026
Blueshift Asset Management, LLC
TRACKED
CIK 0001727827
—
AUM
—
positions
12
filings
latest Q1 2026
Blue Sky Capital Consultants Group, Inc.
TRACKED
CIK 0002057054
$209.7M
AUM
76
positions
2
filings
latest Q1 2026
BlueSky Wealth Advisors, LLC
TRACKED
CIK 0001704107
$863.3M
AUM
111
positions
8
filings
latest Q2 2026
Blue Sparrow, LLC /DE
TRACKED
CIK 0002104539
$5.85B
AUM
176
positions
2
filings
latest Q1 2026
Bluesphere Advisors LLC
TRACKED
CIK 0001844108
$281.3M
AUM
121
positions
8
filings
latest Q1 2026
BlueSpruce Investments, LP
TRACKED
CIK 0001600285
$631.2M
AUM
10
positions
12
filings
latest Q1 2026
BLUE SQUARE ASSET MANAGEMENT, LLC
TRACKED
CIK 0001769578
$246.8M
AUM
74
positions
8
filings
latest Q2 2026
BLUESTEM FINANCIAL ADVISORS, LLC
TRACKED
CIK 0001820680
$285.5M
AUM
34
positions
8
filings
latest Q2 2026
BlueStem Wealth Partners, LLC
TRACKED
CIK 0001977465
$899.9M
AUM
124
positions
6
filings
latest Q1 2026
Blue Trust, Inc.
TRACKED
CIK 0001856022
—
AUM
—
positions
2
filings
latest Q2 2026
Blue Water Asset Management
TRACKED
CIK 0002033384
$289.4M
AUM
103
positions
2
filings
latest Q1 2026
Blue Water Life Science Advisors, LP
TRACKED
CIK 0001789778
$124.7M
AUM
10
positions
12
filings
latest Q1 2026
Blue Whale Capital LLP
TRACKED
CIK 0001801547
$2.10B
AUM
26
positions
12
filings
latest Q1 2026

Blom & Howell Financial Planning, Inc.
TRACKED
CIK 0002136102
$202.5M
AUM
64
positions
2
filings
latest Q1 2026
bLong Financial, LLC
TRACKED
CIK 0001943004
$153.5M
AUM
80
positions
2
filings
latest Q2 2026
BloombergSen Inc.
TRACKED
CIK 0001484047
$1.31B
AUM
29
positions
12
filings
latest Q1 2026
BLOOM TREE PARTNERS, LLC
TRACKED
CIK 0001567752
$214.7M
AUM
44
positions
8
filings
latest Q2 2023
Blossom Wealth Management
TRACKED
CIK 0001839735
$71.0M
AUM
72
positions
8
filings
latest Q2 2026
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
TRACKED
CIK 0001670104
$2.94B
AUM
11
positions
8
filings
latest Q1 2026
Blue Barn Wealth, LLC
TRACKED
CIK 0001879206
$68.7M
AUM
46
positions
8
filings
latest Q4 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001352860
$695.6M
AUM
724
positions
12
filings
latest Q1 2026
Bluebird Wealth Management LLC
TRACKED
CIK 0002104503
$97.7M
AUM
77
positions
2
filings
latest Q1 2026
Blue Capital, Inc.
TRACKED
CIK 0002032856
$153.1M
AUM
107
positions
2
filings
latest Q1 2026
Blue Chip Partners, LLC
TRACKED
CIK 0001632801
$1.39B
AUM
170
positions
12
filings
latest Q1 2026
BlueChip Wealth Advisors LLC
TRACKED
CIK 0002015578
$227.8M
AUM
147
positions
2
filings
latest Q1 2026
Blue Creek Capital Management Ltd
TRACKED
CIK 0001854024
$81.3M
AUM
5
positions
8
filings
latest Q3 2025
BlueCrest Capital Management Ltd
TRACKED
CIK 0001610880
$1.69B
AUM
219
positions
14
filings
latest Q1 2026
Blue Door Asset Management, LLC
TRACKED
CIK 0001909147
$158.6M
AUM
17
positions
12
filings
latest Q1 2026
BLUEDOOR PRIVATE WEALTH, LLC
TRACKED
CIK 0002110994
$237.5M
AUM
160
positions
2
filings
latest Q2 2026
BlueDrive Global Investors LLP
TRACKED
CIK 0001730235
$85.4M
AUM
10
positions
8
filings
latest Q3 2024
Blue Edge Capital, LLC
TRACKED
CIK 0001599620
$752.9M
AUM
134
positions
8
filings
latest Q1 2026
Blue Fin Capital, Inc.
TRACKED
CIK 0001576102
$609.6M
AUM
150
positions
8
filings
latest Q1 2026
BLUEFIN CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001144208
$155.9M
AUM
89
positions
13
filings
latest Q1 2026
Bluegrass Capital Partners LP
TRACKED
CIK 0001727353
$138.8M
AUM
10
positions
12
filings
latest Q1 2026
Blue Grotto Capital, LLC
TRACKED
CIK 0001764725
$867.6M
AUM
21
positions
12
filings
latest Q1 2026
Blue Investment Opportunities, LLC - Project Breeze Series 1
TRACKED
CIK 0002032685
$167.8M
AUM
1
positions
2
filings
latest Q4 2025
Blue Investment Partners LLC
TRACKED
CIK 0001958029
$285.1M
AUM
52
positions
8
filings
latest Q2 2025
BLUE JEAN FINANCIAL LLC
TRACKED
CIK 0002047089
$143.7M
AUM
70
positions
2
filings
latest Q2 2026
BLUELINE ADVISORS LLC
TRACKED
CIK 0002110066
$144.4M
AUM
260
positions
2
filings
latest Q2 2026
Blue Line Capital, LLC / IL
TRACKED
CIK 0002111406
$88.4M
AUM
65
positions
2
filings
latest Q1 2026
BlueMar Capital Management, LLC
TRACKED
CIK 0001582635
$49.9M
AUM
23
positions
8
filings
latest Q3 2024
Blue Oak Capital, LLC
TRACKED
CIK 0001307125
$190.3M
AUM
67
positions
2
filings
latest Q2 2025
Blue Owl Capital Holdings LP
TRACKED
CIK 0001858703
$372.2M
AUM
75
positions
13
filings
latest Q1 2026
BluePointe Capital Management, LLC
TRACKED
CIK 0002040935
$262.5M
AUM
128
positions
2
filings
latest Q1 2025
Blue Pool Management Ltd.
TRACKED
CIK 0001675855
$2.5M
AUM
1
positions
12
filings
latest Q1 2026
Blueprint Financial Advisors LLC
TRACKED
CIK 0002054129
$674.9M
AUM
100
positions
5
filings
latest Q1 2026
BluePrint Investing LLC
TRACKED
CIK 0002108872
$133.8M
AUM
25
positions
2
filings
latest Q2 2026
Blueprint Investment Partners LLC
TRACKED
CIK 0001794467
$980.4M
AUM
131
positions
12
filings
latest Q1 2026
Blue Rock Advisors, LLC
TRACKED
CIK 0001666551
$7
AUM
1
positions
8
filings
latest Q4 2023
Bluescape Energy Partners LLC
TRACKED
CIK 0001629283
$322.1M
AUM
5
positions
12
filings
latest Q1 2026
Blueshift Asset Management, LLC
TRACKED
CIK 0001727827
—
AUM
—
positions
12
filings
latest Q1 2026
Blue Sky Capital Consultants Group, Inc.
TRACKED
CIK 0002057054
$209.7M
AUM
76
positions
2
filings
latest Q1 2026
BlueSky Wealth Advisors, LLC
TRACKED
CIK 0001704107
$863.3M
AUM
111
positions
8
filings
latest Q2 2026
Blue Sparrow, LLC /DE
TRACKED
CIK 0002104539
$5.85B
AUM
176
positions
2
filings
latest Q1 2026
Bluesphere Advisors LLC
TRACKED
CIK 0001844108
$281.3M
AUM
121
positions
8
filings
latest Q1 2026
BlueSpruce Investments, LP
TRACKED
CIK 0001600285
$631.2M
AUM
10
positions
12
filings
latest Q1 2026
BLUE SQUARE ASSET MANAGEMENT, LLC
TRACKED
CIK 0001769578
$246.8M
AUM
74
positions
8
filings
latest Q2 2026
BLUESTEM FINANCIAL ADVISORS, LLC
TRACKED
CIK 0001820680
$285.5M
AUM
34
positions
8
filings
latest Q2 2026
BlueStem Wealth Partners, LLC
TRACKED
CIK 0001977465
$899.9M
AUM
124
positions
6
filings
latest Q1 2026
Blue Trust, Inc.
TRACKED
CIK 0001856022
—
AUM
—
positions
2
filings
latest Q2 2026
Blue Water Asset Management
TRACKED
CIK 0002033384
$289.4M
AUM
103
positions
2
filings
latest Q1 2026
Blue Water Life Science Advisors, LP
TRACKED
CIK 0001789778
$124.7M
AUM
10
positions
12
filings
latest Q1 2026
Blue Whale Capital LLP
TRACKED
CIK 0001801547
$2.10B
AUM
26
positions
12
filings
latest Q1 2026

Page 8 of 14

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Blom & Howell Financial Planning, Inc.

bLong Financial, LLC

BloombergSen Inc.

BLOOM TREE PARTNERS, LLC

Blossom Wealth Management

BLS CAPITAL FONDSMAEGLERSELSKAB A/S

Blue Barn Wealth, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Bluebird Wealth Management LLC

Blue Capital, Inc.

Blue Chip Partners, LLC

BlueChip Wealth Advisors LLC

Blue Creek Capital Management Ltd

BlueCrest Capital Management Ltd

Blue Door Asset Management, LLC

BLUEDOOR PRIVATE WEALTH, LLC

BlueDrive Global Investors LLP

Blue Edge Capital, LLC

Blue Fin Capital, Inc.

BLUEFIN CAPITAL MANAGEMENT, LLC

Bluegrass Capital Partners LP

Blue Grotto Capital, LLC

Blue Investment Opportunities, LLC - Project Breeze Series 1

Blue Investment Partners LLC

BLUE JEAN FINANCIAL LLC

BLUELINE ADVISORS LLC

Blue Line Capital, LLC / IL

BlueMar Capital Management, LLC

Blue Oak Capital, LLC

Blue Owl Capital Holdings LP

BluePointe Capital Management, LLC

Blue Pool Management Ltd.

Blueprint Financial Advisors LLC

BluePrint Investing LLC

Blueprint Investment Partners LLC

Blue Rock Advisors, LLC

Bluescape Energy Partners LLC

Blueshift Asset Management, LLC

Blue Sky Capital Consultants Group, Inc.

BlueSky Wealth Advisors, LLC

Blue Sparrow, LLC /DE

Bluesphere Advisors LLC

BlueSpruce Investments, LP

BLUE SQUARE ASSET MANAGEMENT, LLC

BLUESTEM FINANCIAL ADVISORS, LLC

BlueStem Wealth Partners, LLC

Blue Trust, Inc.

Blue Water Asset Management

Blue Water Life Science Advisors, LP

Blue Whale Capital LLP