Mutual Fund Company List for 2017
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Mutual Fund Industry Market Share by Company

Date 11/1/18

Investment Companies market share percentage ranked by AUM

 

 

Ranked by
AUM
on 11/1/2018
Company NameMarket Share Q3 2018AUM $ (in Billions)DateClick to get
Company
Info
1Black Rock Funds9.38%$6,444.00 9/30/2018Request info...
2Vanguard7.03%$4,829.00 5/10/2018Request info...
3Charles Schwab5.13%$3,520.00 9/16/2018Request info...
4State Street Global Advisors4.09%$2,810.00 9/30/2018Request info...
5Fidelity Investments3.73%$2,560.00 3/31/2018Request info...
6JP Morgan3.02%$2,077.00 9/30/2018Request info...
7PIMCO2.87%$1,970.00 6/30/2018Request info...
8BNY Mellon (Dreyfus)2.62%$1,800.00 6/30/2018Request info...
9Amundi Asset Mgmt2.45%$1,685.00 10/25/2018Request info...
10Capital Group2.33%$1,600.00 6/30/2018Request info...
11Prudential Investments2.04%$1,400.00 9/30/2018Request info...
12Legal & General Investments1.86%$1,280.00 8/9/2018Request info...
13Northern Trust1.67%$1,149.00 7/18/2018Request info...
14BofA Merrill Lynch1.57%$1,080.00 9/30/2018
15T Rowe Price1.57%$1,080.00 9/30/2018Request info...
16Wellington Management1.46%$1,000.00 9/30/2018Request info...
17Edward Jones1.46%$1,000.00 6/30/2018Request info...
18TD Ameritrade1.46%$1,000.00 10/17/2017Request info...
19Sun Life Global Investments1.44%$986.006/30/2018Request info...
20Natixis Global Associates1.43%$985.408/3/2018Request info...

21Invesco1.43%$980.9010/18/2018Request info...
22TIAA1.42%$973.009/30/2018Request info...
23Ameriprise Financial1.33%$913.409/30/2018Request info...
24Affiliated Managers Group (AMG)1.21%$829.609/30/2018Request info...
25UBS1.19%$817.409/30/2018Request info...
26AXA1.18%$807.106/30/2018Request info...
27Goldman Sachs Asset Management1.16%$794.003/31/2018Request info...
28Deutsche Asset Management1.14%$784.806/30/2018Request info...
29Legg Mason1.10%$755.409/30/2018Request info...
30Morgan Stanley1.09%$747.006/30/2018Request info...
31Standard Life Aberdeen (UK)1.07%$732.706/30/2018Request info...
32Nomura Asset Management1.07%$732.006/30/2018Request info...
33Franklin Templeton1.04%$717.109/30/2018Request info...
34Insight Investors1.02%$701.003/31/2018Request info...
35Principal Financial Group0.97%$668.009/30/2018
36Dimensional Fund Advisers0.93%$636.604/4/2018Request info...
37MetLife0.86%$587.306/30/2018Request info...
38Alliance Bernstein0.80%$551.008/30/2018Request info...
39Wells Fargo Advisors0.79%$540.003/30/2018Request info...
40Pictet0.74%$509.002/7/2018Request info...
41MFS Investment Management0.71%$485.009/30/2018Request info...
42Columbia Management0.68%$469.006/30/2018Request info...
43Eaton Vance Distributors0.66%$454.009/30/2018Request info...
44AVIVA0.66%$451.009/30/2018Request info...
45Julius Baer Securities0.65%$445.306/30/2018Request info...
46The BlackStone Group0.64%$438.009/30/2018Request info...
47BNP Paribas0.63%$435.007/17/2018Request info...
48Credit Susie0.60%$410.003/31/2018Request info...
49Federated Investors0.57%$392.207/27/2018Request info...
50Manulife0.57%$392.006/30/2018Request info...
51Janus Henderson Group0.54%$370.106/30/2018Request info...
52Janus Capital Group0.54%$370.006/30/2018Request info...
53SEI Investments0.49%$339.209/30/2018Request info...
54RBC Global Wealth (CAN)0.48%$329.006/30/2018Request info...
55Dodge & Cox0.46%$314.003/31/2018Request info...
56Aegon0.45%$311.903/31/2018Request info...
57Baring Capital Management0.44%$300.009/30/2018Request info...
58Apollo Management0.39%$270.209/30/2018Request info...
59BMO Global Asset Group0.38%$260.003/31/2018Request info...
60Oppenheimer Funds0.36%$246.009/30/2018Request info...
61Neuberger Berman0.36%$245.206/30/2018Request info...
62New York Life Investments0.35%$242.006/30/2018Request info...
63Frank Russell Investments0.35%$237.309/30/2018Request info...
64BrightSphere0.34%$234.306/30/2018Request info...
65Lizard Mgmt Group0.33%$226.103/31/2018Request info...
66Carlyle Group0.31%$212.009/30/2018Request info...
67Voya (ING)0.31%$210.009/30/2018Request info...
68Guggenheim Partners0.30%$207.009/30/2018Request info...
69Merrill Lynch (part of BofA)0.29%$200.009/11/2018Request info...
70TCW Group0.29%$198.009/30/2018Request info...
71Robeco/ORIX0.28%$189.006/30/2018Request info...
72American Century Investments0.26%$179.003/6/2018Request info...
73Putnam Investments0.25%$175.007/31/2018Request info...
74Lord Abbett & Co0.25%$169.309/30/2018Request info...
75IGM Financial0.23%$160.009/30/2018Request info...
76IGM Financial0.23%$159.106/30/2018Request info...
77USAA Investment Management0.22%$151.307/23/2018Request info...
78Conning0.20%$138.806/30/2018Request info...
79Raymond James0.20%$135.509/30/2018Request info...
80Mainstay Capital/NY Life0.19%$131.003/31/2018Request info...
81OakTree0.18%$123.509/30/2018Request info...
82Doubleline0.18%$123.009/30/2018Request info...
83Ares Management0.18%$121.009/30/2018Request info...
84Artisan Partners Financial0.17%$117.408/31/2018Request info...
85LPL Financial0.17%$117.003/31/2018Request info...
86The Hartford0.17%$115.403/31/2018Request info...
87MAN Group0.17%$114.109/30/2018Request info...
88First Eagle Investment Management Completes acquisition of NewStar Financial0.16%$111.009/30/2018Request info...
89Virtus Investment Partners0.15%$105.609/30/2018Request info...
90TPG Capital0.14%$98.008/16/2018Request info...
91Oakmark Funds0.14%$93.709/30/2018Request info...
92Ivy Funds0.12%$80.003/31/2018Request info...
93Waddell & Reed0.12%$79.509/30/2018Request info...
94US Bancorp0.12%$79.009/30/2018Request info...
95Victory Capital0.09%$63.609/30/2018Request info...
96William Blair Funds0.09%$61.606/30/2018Request info...
97Sterling Capital0.08%$58.009/30/2018Request info...
98Quilter (was Old Mutual)0.08%$56.909/30/2018Request info...
99Cerberus Capital Management0.07%$50.006/30/2018Request info...
100Thornburg Asset Management0.07%$49.404/3/2018Request info...
101Robert W Baird & Co0.07%$46.009/30/2018Request info...
102Fortress0.06%$41.406/30/2018Request info...
103Gabelli Investors0.06%$39.609/30/2018Request info...
104Och-Ziff0.06%$38.009/1/2018Request info...
105Pacific Global Asset Management0.05%$36.207/17/2018Request info...
106Matthews Asia Funds0.05%$33.807/31/2018Request info...
107Brown Brothers Harriman0.05%$31.409/30/2018Request info...
108AGF Management Limited0.04%$29.206/30/2018Request info...
109Davis Select Advisers0.04%$26.803/31/2018Request info...
110Manning & Napier0.03%$23.109/30/2018Request info...
111Reams Asset Mgmt0.03%$20.609/30/2018Request info...
112Sterne Agee (SA Stone)0.03%$20.003/31/2018Request info...
113Glenmede Investment Management0.03%$18.106/30/2018Request info...
114Touchstone Investments0.03%$18.003/31/2018Request info...
115Royce Funds0.03%$17.4012/31/2017Request info...
116Impax Asset Group0.02%$15.206/30/2018Request info...
117Dyal Capital Partners0.02%$14.009/30/2018Request info...
118Mercer Advisors0.02%$12.003/31/2018Request info...
119Avenue Capital Management0.01%$10.109/30/2018Request info...
120Kelso & Company0.01%$9.304/26/2018Request info...
121Ariel Investments0.01%$8.908/10/2018Request info...
122FIS Group0.01%$5.604/30/2018Request info...
123Emerald0.01%$5.609/30/2018Request info...
124Tricon0.01%$5.609/30/2018Request info...
125New Star Financial0.01%$4.709/30/2018Request info...
126Saturna Capital0.00%$3.203/31/2018Request info...
127Tweedy Browne Co0.00%$3.206/30/2018Request info...
128Westchester Capital0.00%$2.809/5/2018Request info...
129Z Capital Group0.00%$2.307/9/2018Request info...
130Heartland Advisors0.00%$1.703/19/2018Request info...
131Cornerstone Capital Group0.00%$1.003/31/2018Request info...
132Lafayette Investments0.00%$0.403/26/2018Request info...
- - Click for All Companies >>>"==========="==========Request info...
100.00%$68,677.40
Oher developments
Nuveen Investments
Aston Funds
RS Investments
Calvert Funds
Pioneer Investments
Estancia
Reams Asset Mgmt
Scout Investments
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