2019 Investment Company Market Share Percentages
Data as of 5/7/19
Percentages are based on the key metric AUM (Assets Under Management)
For more details go to www.mutualfunddirectory.org
| Ranked by AUM on 5/8/2019 | Company Name | Q1 2019 Market Share | AUM $ (in Billions) | Date |
|---|---|---|---|---|
| 1 | Black Rock Funds | 9.690% | $6,515.00 | 3/31/2019 |
| 2 | Vanguard | 7.734% | $5,200.00 | 1/31/2019 |
| 3 | Charles Schwab | 5.950% | $4,000.00 | 3/31/2019 |
| 4 | State Street Global Advisors | 3.735% | $2,511.00 | 12/31/2018 |
| 5 | Fidelity Investments | 3.657% | $2,459.00 | 3/31/2019 |
| 6 | JP Morgan | 3.124% | $2,100.00 | 3/31/2019 |
| 7 | BNY Mellon (Dreyfus) | 2.677% | $1,800.00 | 3/31/2019 |
| 8 | PIMCO | 2.618% | $1,760.00 | 3/31/2019 |
| 9 | Amundi Asset Mgmt | 2.380% | $1,600.00 | 3/31/2019 |
| 10 | Capital Group | 2.380% | $1,600.00 | 12/3/2018 |
| 11 | Prudential Investments | 2.082% | $1,400.00 | 5/1/2019 |
| 12 | Legal & General Investments | 1.950% | $1,311.00 | 3/31/2019 |
| 13 | TD Ameritrade | 1.929% | $1,297.00 | 10/17/2018 |
| 14 | BofA Merrill Lynch | 1.681% | $1,130.00 | 3/31/2019 |
| 15 | T Rowe Price | 1.606% | $1,080.00 | 3/31/2019 |
| 16 | Wellington Management | 1.487% | $1,000.00 | 12/31/2018 |
| 17 | TIAA | 1.443% | $970.00 | 12/31/2018 |
| 18 | Invesco | 1.420% | $954.80 | 3/31/2019 |
| 19 | Natixis Global Associates | 1.364% | $917.10 | 12/31/2018 |
| 20 | Edward Jones | 1.359% | $914.00 | 3/31/2019 |
| 21 | UBS | 1.226% | $824.00 | 3/31/2019 |
| 22 | Ameriprise Financial | 1.224% | $823.00 | 12/31/2018 |
| 23 | Deutsche Asset Management | 1.206% | $811.00 | 2/17/2019 |
| 24 | Insight Investors | 1.176% | $790.70 | 12/31/2018 |
| 25 | Goldman Sachs Asset Management | 1.162% | $781.00 | 3/31/2018 |
| 26 | Legg Mason | 1.127% | $758.00 | 3/31/2019 |
| 27 | Affiliated Managers Group (AMG) | 1.107% | $744.00 | 3/31/2019 |
| 28 | RBC Global Wealth (CAN) | 1.104% | $742.00 | 12/31/2018 |
| 29 | AXA | 1.063% | $714.60 | 3/31/2019 |
| 30 | Franklin Templeton | 1.059% | $712.30 | 3/31/2019 |
| 31 | Principal Financial Group | 1.005% | $675.40 | 3/31/2019 |
| 32 | Standard Life Aberdeen (UK) | 0.953% | $641.00 | 12/31/2018 |
| 33 | MetLife | 0.876% | $589.00 | 12/31/2018 |
| 34 | Dimensional Fund Advisers | 0.857% | $576.00 | 3/31/2019 |
| 35 | Alliance Bernstein | 0.826% | $555.00 | 3/31/2019 |
| 36 | Wells Fargo Advisors | 0.803% | $540.00 | 3/31/2019 |
| 37 | The BlackStone Group | 0.762% | $512.00 | 3/31/2019 |
| 38 | Pictet | 0.723% | $486.10 | 12/31/2018 |
| 39 | Federated Investors | 0.721% | $484.90 | 3/31/2019 |
| 40 | AVIVA | 0.715% | $481.00 | 12/31/2018 |
| 41 | Morgan Stanley | 0.714% | $480.00 | 3/31/2019 |
| 42 | Manulife Asset Mgmt | 0.709% | $477.00 | 12/31/2018 |
| 43 | Credit Sussie | 0.709% | $476.40 | 3/31/2019 |
| 44 | MFS Investment Management | 0.703% | $472.90 | 3/31/2019 |
| 45 | Nomura Asset Management | 0.699% | $470.00 | 3/31/2019 |
| 46 | Columbia Threadneedle | 0.683% | $459.00 | 3/31/2019 |
| 47 | Northern Trust | 0.678% | $456.00 | 3/31/2019 |
| 48 | Sun Life Global Investments | 0.671% | $451.00 | 12/31/2018 |
| 49 | BNP Paribas | 0.665% | $446.81 | 12/31/2018 |
| 50 | Eaton Vance Distributors | 0.661% | $444.70 | 2/26/2019 |
| 51 | Julius Baer Securities | 0.558% | $374.90 | 12/31/2018 |
| 52 | Aegon | 0.537% | $361.00 | 12/31/2018 |
| 53 | Janus Henderson Group | 0.524% | $352.30 | 3/31/2019 |
| 54 | SEI Investments | 0.494% | $332.00 | 3/31/2019 |
| 55 | Neuberger Berman | 0.480% | $323.00 | 3/31/2019 |
| 56 | Barings | 0.472% | $317.00 | 3/31/2019 |
| 57 | Dodge & Cox | 0.467% | $314.00 | 9/30/2018 |
| 58 | Guggenheim Partners | 0.394% | $265.00 | 3/31/2019 |
| 59 | Loomis Sayles & Co | 0.392% | $263.50 | 3/31/2019 |
| 60 | Frank Russell Investments | 0.389% | $261.20 | 12/31/2018 |
| 61 | New York Life/Mainstay | 0.375% | $252.00 | 3/31/2019 |
| 62 | BMO Global Asset Group | 0.357% | $240.00 | 9/30/2018 |
| 63 | Lazard Mgmt. Group | 0.349% | $234.40 | 3/31/2019 |
| 64 | Oppenheimer Funds | 0.348% | $234.00 | 4/30/2019 |
| 65 | Bridgewater | 0.348% | $234.00 | 3/31/2019 |
| 66 | BrightSphere | 0.331% | $222.30 | 3/31/2019 |
| 67 | Carlyle Group | 0.330% | $222.00 | 3/31/2019 |
| 68 | Voya (ING) | 0.299% | $201.00 | 12/31/2018 |
| 69 | TCW Group | 0.297% | $200.00 | 3/31/2019 |
| 70 | Apollo Management | 0.286% | $192.30 | 12/31/2018 |
| 71 | Robeco/ORIX | 0.270% | $181.20 | 3/31/2019 |
| 72 | Putnam Investments | 0.254% | $171.00 | 3/31/2019 |
| 73 | IGM Financial | 0.244% | $164.00 | 4/30/2019 |
| 74 | Lord Abbett & Co | 0.242% | $162.40 | 3/31/2019 |
| 75 | American Century Investments | 0.236% | $159.00 | 3/29/2019 |
| 76 | Conning | 0.210% | $141.00 | 3/31/2019 |
| 77 | Ares Management | 0.204% | $137.00 | 3/31/2019 |
| 78 | Raymond James | 0.201% | $134.90 | 12/31/2018 |
| 79 | Doubleline | 0.193% | $130.00 | 3/31/2019 |
| 80 | OakTree | 0.177% | $119.00 | 3/31/2019 |
| 81 | Harris Associates | 0.176% | $118.00 | 3/31/2019 |
| 82 | The Hartford | 0.174% | $117.30 | 3/31/2019 |
| 83 | MAN Group | 0.167% | $112.30 | 3/31/2019 |
| 84 | Artisan Partners Financial | 0.160% | $107.80 | 3/31/2019 |
| 85 | Virtus Investment Partners | 0.159% | $107.00 | 3/31/2019 |
| 86 | LPL Financial | 0.156% | $105.00 | 12/31/2018 |
| 87 | TPG Capital | 0.155% | $104.00 | 3/31/2019 |
| 88 | US Bancorp | 0.128% | $86.00 | 3/31/2019 |
| 89 | Oakmark Funds | 0.112% | $75.10 | 3/31/2019 |
| 90 | Stifel Financial Corp | 0.106% | $71.50 | 12/10/2018 |
| 91 | William Blair Funds | 0.092% | $61.60 | 12/10/2018 |
| 92 | Victory Capital | 0.086% | $58.10 | 3/31/2019 |
| 93 | Quilter (was Old Mutual) | 0.086% | $57.52 | 3/31/2019 |
| 94 | Causeway Capital Management | 0.085% | $57.00 | 2/14/2019 |
| 95 | GAM Investors | 0.082% | $55.00 | 12/31/2018 |
| 96 | Sterling Capital | 0.077% | $52.00 | 3/31/2019 |
| 97 | Thornburg Asset Management | 0.073% | $49.40 | 3/31/2019 |
| 98 | Robert W Baird & Co | 0.070% | $47.00 | 3/31/2019 |
| 99 | Fortress | 0.059% | $39.90 | 2/14/2019 |
| 100 | Cerberus Capital Management | 0.058% | $39.00 | 3/31/2019 |
| 101 | Pzena | 0.058% | $38.90 | 4/20/2019 |
| 102 | AGF Management Limited | 0.055% | $37.20 | 3/31/2019 |
| 103 | Och-Ziff | 0.049% | $33.13 | 3/1/2019 |
| 104 | Waddell & Reed | 0.047% | $31.70 | 3/31/2019 |
| 105 | Matthews Asia Funds | 0.046% | $30.90 | 3/31/2019 |
| 106 | Davis Select Advisers | 0.040% | $26.80 | 3/29/2019 |
| 107 | Manning & Napier | 0.031% | $21.10 | 3/31/2019 |
| 108 | Reams Asset Mgmt | 0.030% | $20.20 | 3/31/2019 |
| 109 | Touchstone Investments | 0.027% | $18.00 | 5/1/2019 |
| 110 | Pacific Global Asset Management | 0.024% | $16.00 | 2/16/2019 |
| 111 | Glenmede Investment Management | 0.024% | $15.90 | 3/31/2019 |
| 112 | Dyal Capital Partners | 0.023% | $15.70 | 3/31/2019 |
| 113 | Mercer Advisors | 0.022% | $15.00 | 3/20/2019 |
| 114 | Brown Brothers Harriman | 0.021% | $14.30 | 2/14/2019 |
| 115 | Ariel Investments | 0.019% | $13.00 | 3/31/2019 |
| 116 | Royce Funds | 0.019% | $12.80 | 12/31/2018 |
| 117 | Impax Asset Group | 0.018% | $12.30 | 4/8/2019 |
| 118 | Avenue Capital Management | 0.015% | $9.80 | 2/28/2019 |
| 119 | Kelso & Company | 0.014% | $9.30 | 4/26/2019 |
| 120 | Tricon | 0.008% | $5.70 | 3/31/2019 |
| 121 | FIS Group | 0.008% | $5.60 | 4/30/2019 |
| 122 | Saturna Capital | 0.005% | $3.50 | 12/31/2018 |
| 123 | Westchester Capital | 0.005% | $3.50 | 9/30/2018 |
| 124 | Tweedy Browne Co | 0.005% | $3.20 | 9/30/2018 |
| 125 | Emerald | 0.004% | $2.50 | 4/30/2019 |
| 126 | Z Capital Group | 0.004% | $2.50 | 2/11/2019 |
| 127 | Heartland Advisors | 0.003% | $2.00 | 3/6/2019 |
| 128 | Sterne Agee (SA Stone) | 0.002% | $1.40 | 5/1/2019 |
| 129 | Lafayette Investments | 0.001% | $0.40 | 3/29/2019 |
| "=========== | "=========== | |||
| Totals | 100.000% | $67,231.96 |
