Mutual Fund Company List for 2017
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Mutual Fund Companies Ranked by Market Share by AUM (Assets Under Management)

By: Mike Dunn | Thought Leader

Date: 08/24/18

Mutual Fund Market Share Percentage as of July 2018

Ranked byMutual Fund Company Market Shareper AUMMarket Share %on 7/17/2018  
Company NameAUM $ (in Billions)Date
1Black Rock Funds$6,230.010.25%3/31/2018
2Vanguard$5,100.08.39%1/31/2018
3State Street Global Advisors$2,730.04.49%3/31/2018
4Fidelity Investments$2,560.04.21%3/31/2018
5JP Morgan$2,030.03.34%6/30/2018
6BNY Mellon (Dreyfus)$1,900.03.13%3/31/2018
7PIMCO$1,710.02.81%6/30/2018
8Amundi Asset Mgmt$1,690.02.78%3/31/2018
9Capital Group$1,600.02.63%6/30/2018
10Legal & General Investments$1,294.02.13%3/7/2018
11Northern Trust$1,200.01.97%3/31/2018
12Natixis Global Associates$1,179.01.94%3/31/2018
13BofA Merrill Lynch$1,100.01.81%3/31/2018
14Wellington Management$1,079.01.77%3/31/2018
15T Rowe Price$1,010.01.66%3/31/2018
16Edward Jones$1,000.01.64%6/30/2018
17Prudential Investments$1,000.01.64%3/31/2018
18TD Ameritrade$1,000.01.64%10/17/2017
19TIAA$967.01.59%3/31/2018
20Invesco$963.01.58%7/11/2018
21Ameriprise Financial$887.01.46%3/31/2018
22AXA$872.61.44%3/31/2018
23Deutsche Asset Management$840.91.38%2/2/2018
24UBS$795.31.31%3/31/2018
25Goldman Sachs Asset Management$794.01.31%3/31/2017
26Legg Mason$744.01.22%6/30/2018
27Franklin Templeton$737.51.21%3/31/2018
28Principal Financial Group$673.81.11%3/31/2018
29Standard Life Aberdeen (UK)$646.01.06%12/21/2017
30Insight Investors$597.00.98%3/31/2018
31Dimensional Fund Advisers$586.00.96%3/31/2018
32New York Life Investments$553.00.91%3/31/2018
33Wells Fargo Advantage Funds$540.00.89%3/31/2018
34Alliance Bernstein$538.00.88%4/30/2018
35Pictet$509.00.84%2/7/2018
36Nomura Asset Management$493.00.81%3/31/2018
37Columbia Management$486.10.80%3/31/2018
38MFS Investment Management$474.10.78%6/30/2018
39Morgan Stanley$469.00.77%3/31/2018
40The BlackStone Group$450.00.74%3/31/2018
41Affilated Managers Group (AMG)$449.20.74%1/31/2018
42BNP Paribas$435.00.72%7/17/2018
43Eaton Vance Distributors$433.90.71%3/31/2018
44Credit Sussie$410.00.67%3/31/2018
45Julius Baer Securities$402.70.66%3/31/2018
46Federated Investors$392.20.65%7/27/2018
47Manulife$374.00.62%3/31/2018
48Janus Capital Group$371.90.61%3/31/2018
49SEI Investments$355.00.58%3/31/2018
50Robeco/ORIX$338.00.56%3/31/2018
51Dodge & Cox$314.00.52%3/31/2018
52Aegon$311.90.51%3/31/2018
53Frank Russell Investments (Northwestern Mutual)$298.70.49%3/31/2018
54Voya (ING)$277.00.46%3/31/2018
55BMO Global Asset Group$260.00.43%3/31/2018
56Oppenheimer Funds$246.00.40%6/29/2018
57Neuberger Berman$245.20.40%6/13/2018
58BrightSphere$240.10.39%3/31/2018
59Lizard Mgmt Group$226.10.37%3/31/2018
60TCW Group$202.00.33%3/31/2018
61Carlyle Group$201.00.33%3/31/2018
62Baring Capital Management$200.00.33%6/30/2018
63American Century Investments (Normra to buy 41%)$179.40.30%3/6/2018
64Putnam Investments$179.00.29%6/30/2018
65Lord Abbett & Co$157.00.26%3/31/2018
66RBC Global Wealth (CAN)$155.80.26%3/31/2018
67IMG Financial$149.20.25%3/31/2018
68Charles Schwab$149.00.25%3/31/2018
69MetLife$146.70.24%3/31/2018
70Mainstay Capital/NYLife$131.00.22%3/31/2018
71Conning$122.50.20%3/31/2018
72OakTree$121.00.20%3/31/2018
73Doubleline$118.40.19%3/29/2018
74LPL Financial$117.00.19%3/31/2018
75The Hartford$115.40.19%3/31/2018
76Artisan Partners Financial$114.00.19%9/30/2017
77First Eagle Investment Management$113.00.19%6/30/2018
78MAN Group$112.70.19%3/31/2018
79Ares Management$112.00.18%3/31/2018
80Oakmark Funds$95.40.16%6/30/2018
81Virtus Investment Partners$91.60.15%3/31/2018
82Waddell & Reed$79.20.13%6/30/2018
83US Bancorp$76.00.13%6/30/2018
84TPG Capital$72.00.12%3/31/2018
85William Blair Funds$63.80.10%3/31/2018
86Victory Capital$62.30.10%6/30/2018
87Ivy Funds$62.20.10%3/31/2018
88Sun Life Global Investments$60.00.10%3/31/2018
89IGM Financial$59.00.10%6/30/2018
90Sterling Capital (BB&T)$55.00.09%3/31/2018
91Thornburg Asset Management$49.40.08%4/3/2018
92USAA Investment Management$48.90.08%3/31/2018
93Robert W Baird & Co$46.00.08%6/30/2018
94Quilter (was Old Mutual)$41.00.07%3/31/2018
95Fortress$40.40.07%3/31/2018
96Guggenheim Partners$38.60.06%6/30/2018
97Pacific Global Asset Management$36.20.06%7/17/2018
98Matthews Asia Funds$33.90.06%3/31/2018
99Och-Ziff$32.80.05%3/31/2018
100Cerberus Capital Management$30.00.05%7/6/2018
101AGF Management Limited$29.20.05%6/30/2018
102Scout Investments$27.10.04%3/31/2018
103Davis Select Advisers$26.80.04%3/31/2018
104Gabelli Investors$25.00.04%3/31/2018
105Manning & Napier$22.90.04%4/30/2018
106Reams Asset Mgmt$21.80.04%3/31/2018
107Sterne Agee (SA Stone)$20.00.03%3/31/2018
108Touchstone Investments$18.00.03%10/30/2018
109Royce Funds$17.40.03%12/31/2017
110Brown Brothers Harriman$17.30.03%3/31/2018
111Dyal Capital Partners$14.00.02%6/1/2018
112Apollo Management$13.00.02%3/31/2018
113Avenue Capital Management$9.60.02%6/30/2018
114Kelso & Company$9.30.02%4/26/2018
115Ariel Investments$8.70.01%3/31/2018
116AVIVA$7.50.01%3/31/2018
117FIS Group$5.60.01%4/30/2018
118Mercer Advisors$5.00.01%1/9/2018
119Saturna Capital$3.20.01%3/31/2018
120Tweedy Browne Co$3.20.01%3/31/2018
121Westchester Capital$2.80.00%3/31/2018
122Z Capital Group$2.30.00%2/28/2018
123Heartland Advisors$1.70.00%3/19/2018
124Cornerstone Capital Group$1.00.00%3/31/2018
125Lafayette Investments$0.40.00%3/26/2018
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Total Mutual Fund Market of Top 125$60,791.8100.00%
Other developments
Nuveen Investments
Aston Funds
RS Investments
Calvert Funds
Pioneer Investments
Estancia

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