Top 100 Contractors in NAICS 523: Securities, Commodity Contracts, and Other Financial Investments and Related Activities, FY2023

Parent companies by net contract obligations Oct 1, 2022 – Sep 30, 2023 Code page on GovTribe

The top 10 won 29% of FY2023 NAICS 523 contract dollars

Ranking facts

Contract obligations
$61,837,603 Net of deobligations, by contracts coded NAICS 523 or a code under it
Contractors
121 Parent companies with an obligation
Largest contractor
Archetype II LLC $34.5 million, 8.0% of obligations
Data as of

Contract actions from FPDS (SAM.gov). How the rankings work · Download all 100 rows as CSV

Full ranking

Rank Contractor Net obligations Share Trend
1 $34,517,063
Rank history: #12 in FY2021, #4 in FY2022, #3 in FY2024 and #6 in FY2025; up 3 since FY2022.
2 $13,197,803
Rank history: #11 in FY2021, #9 in FY2022, #5 in FY2024 and #4 in FY2025; up 7 since FY2022.
3 $12,316,025
Rank history: #8 in FY2021, #6 in FY2022, #4 in FY2024 and not on the FY2025 list; up 3 since FY2022.
4 $11,961,623
Rank history: not on the FY2021–FY2022 lists, #6 in FY2024 and not on the FY2025 list; new.
5
Pacific Investment Management Company LLC
$11,847,822
Rank history: #10 in FY2021, #5 in FY2022, #8 in FY2024 and #3 in FY2025; unchanged since FY2022.
6 $10,101,000
Rank history: #4 in FY2021, #8 in FY2022, not on the FY2024 list and #9 in FY2025; up 2 since FY2022.
7
Prudential Financial Inc. Through Pgim, Inc.
$9,948,709
Rank history: #9 in FY2021, #7 in FY2022, #7 in FY2024 and #7 in FY2025; unchanged since FY2022.
8 $7,134,165
Rank history: #14 in FY2021, #11 in FY2022, #10 in FY2024 and #5 in FY2025; up 3 since FY2022.
9
Innovest Systems, LLC
$7,083,333
Rank history: #20 in FY2021, #15 in FY2022 and not on the FY2024–FY2025 lists; up 6 since FY2022.
10 $6,427,415
Rank history: #7 in FY2021, #22 in FY2022, #22 in FY2024 and not on the FY2025 list; up 12 since FY2022.
11 $6,000,000
Rank history: #18 in FY2021, #13 in FY2022, #11 in FY2024 and not on the FY2025 list; up 2 since FY2022.
12 $6,000,000
Rank history: not on the FY2021 list, #3 in FY2022, #24 in FY2024 and #8 in FY2025; down 9 since FY2022.
13 $5,078,951
Rank history: #37 in FY2021, #28 in FY2022, #17 in FY2024 and #22 in FY2025; up 15 since FY2022.
14 $4,882,165
Rank history: #29 in FY2021, #17 in FY2022, #12 in FY2024 and not on the FY2025 list; up 3 since FY2022.
15
The Goldman Sachs Group Inc Through Goldman Sachs Asset Management, L.P
$4,651,018
Rank history: #36 in FY2021, #12 in FY2022, #21 in FY2024 and not on the FY2025 list; down 3 since FY2022.
16
TCW Asset Management Company LLC
$3,524,610
Rank history: #16 in FY2021, #19 in FY2022, #16 in FY2024 and not on the FY2025 list; up 3 since FY2022.
17
Investec Asset Management North America Inc. 2 awardees, including Ninety One North America, Inc. and Invesco Trust Company
$3,218,922
Rank history: #15 in FY2021, #14 in FY2022 and not on the FY2024–FY2025 lists; down 3 since FY2022.
18 $3,059,018
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
19 $3,000,000
Rank history: #24 in FY2021, #30 in FY2022, not on the FY2024 list and #29 in FY2025; up 11 since FY2022.
20 $2,804,189
Rank history: #22 in FY2021, #27 in FY2022, #14 in FY2024 and #24 in FY2025; up 7 since FY2022.
21 $2,800,000
Rank history: #2 in FY2021, #1 in FY2022, #2 in FY2024 and not on the FY2025 list; down 20 since FY2022.
22 $2,513,073
Rank history: not on the FY2021 list, #31 in FY2022, #19 in FY2024 and not on the FY2025 list; up 9 since FY2022.
23 $2,500,000
Rank history: #26 in FY2021, #21 in FY2022 and not on the FY2024–FY2025 lists; down 2 since FY2022.
24 $2,500,000
Rank history: #34 in FY2021, #24 in FY2022 and not on the FY2024–FY2025 lists; unchanged since FY2022.
25 $2,479,294
Rank history: #32 in FY2021, #29 in FY2022, #18 in FY2024 and not on the FY2025 list; up 4 since FY2022.
26 $2,090,000
Rank history: #39 in FY2021, not on the FY2022 list and not on the FY2024–FY2025 lists; returned.
27 $2,000,000
Rank history: #25 in FY2021, #34 in FY2022 and not on the FY2024–FY2025 lists; up 7 since FY2022.
28 $1,934,731
Rank history: #31 in FY2021, #23 in FY2022, #58 in FY2024 and #20 in FY2025; down 5 since FY2022.
29
Neuberger Berman Investment Advisers LLC
$1,869,204
Rank history: #21 in FY2021, #25 in FY2022 and not on the FY2024–FY2025 lists; down 4 since FY2022.
30 $1,498,834
Rank history: #33 in FY2021, #32 in FY2022 and not on the FY2024–FY2025 lists; up 2 since FY2022.
31
Schroder Investment Management North America Inc.
$1,378,642
Rank history: #23 in FY2021, #20 in FY2022 and not on the FY2024–FY2025 lists; down 11 since FY2022.
32 $1,171,500
Rank history: #44 in FY2021, #36 in FY2022, #60 in FY2024 and not on the FY2025 list; up 4 since FY2022.
33 $1,076,231
Rank history: #40 in FY2021, #41 in FY2022, #23 in FY2024 and #30 in FY2025; up 8 since FY2022.
34 $1,022,724
Rank history: #45 in FY2021, #44 in FY2022, #29 in FY2024 and not on the FY2025 list; up 10 since FY2022.
35 $1,000,000
Rank history: #65 in FY2021, #42 in FY2022, #34 in FY2024 and #38 in FY2025; up 7 since FY2022.
36 $1,000,000
Rank history: #57 in FY2021, #47 in FY2022, #30 in FY2024 and #50 in FY2025; up 11 since FY2022.
37
MFS Institutional Advisors Inc
$997,511
Rank history: #47 in FY2021, #37 in FY2022, #26 in FY2024 and not on the FY2025 list; unchanged since FY2022.
38 $936,745
Rank history: #54 in FY2021, #43 in FY2022 and not on the FY2024–FY2025 lists; up 5 since FY2022.
39 $676,725
Rank history: not on the FY2021–FY2022 lists, not on the FY2024 list and #41 in FY2025; new.
40 $666,000
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
41 $593,512
Rank history: not on the FY2021–FY2022 lists, #45 in FY2024 and #46 in FY2025; new.
42 $578,442
Rank history: #46 in FY2021, #52 in FY2022 and not on the FY2024–FY2025 lists; up 10 since FY2022.
43 $561,436
Rank history: #68 in FY2021, #40 in FY2022, #31 in FY2024 and #31 in FY2025; down 3 since FY2022.
44 $468,433
Rank history: not on the FY2021 list, #70 in FY2022 and not on the FY2024–FY2025 lists; up 26 since FY2022.
45 $430,000
Rank history: #17 in FY2021, #26 in FY2022 and not on the FY2024–FY2025 lists; down 19 since FY2022.
46 $383,160
Rank history: #48 in FY2021, #38 in FY2022, #32 in FY2024 and #44 in FY2025; down 8 since FY2022.
47 $350,000
Rank history: #67 in FY2021, #63 in FY2022, #35 in FY2024 and #39 in FY2025; up 16 since FY2022.
48 $332,114
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
49 $327,872
Rank history: #62 in FY2021, #55 in FY2022, #33 in FY2024 and #43 in FY2025; up 6 since FY2022.
50 $326,307
Rank history: #69 in FY2021, #53 in FY2022 and not on the FY2024–FY2025 lists; up 3 since FY2022.
51 $249,380
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
52 $245,512
Rank history: #66 in FY2021, #54 in FY2022, #46 in FY2024 and #69 in FY2025; up 2 since FY2022.
53 $186,908
Rank history: not on the FY2021–FY2022 lists, not on the FY2024 list and #47 in FY2025; new.
54 $150,000
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; up 60 since FY2022.
55 $140,000
Rank history: #52 in FY2021, #46 in FY2022 and not on the FY2024–FY2025 lists; down 9 since FY2022.
56 $134,037
Rank history: not on the FY2021 list, #85 in FY2022, #56 in FY2024 and #57 in FY2025; up 29 since FY2022.
57 $126,360
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
58 $124,680
Rank history: #59 in FY2021, #50 in FY2022 and not on the FY2024–FY2025 lists; down 8 since FY2022.
59 $106,628
Rank history: not on the FY2021–FY2022 lists, #52 in FY2024 and not on the FY2025 list; new.
60 $84,000
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
61 $83,202
Rank history: not on the FY2021–FY2022 lists, #73 in FY2024 and #61 in FY2025; new.
62 $76,865
Rank history: not on the FY2021–FY2022 lists, #61 in FY2024 and #60 in FY2025; up 40 since FY2022.
63 $74,800
Rank history: not on the FY2021 list, #60 in FY2022, not on the FY2024 list and #59 in FY2025; down 3 since FY2022.
64
SRT Supply LLC
$66,801
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
65 $62,486
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
66 $60,000
Rank history: #83 in FY2021, #78 in FY2022, #57 in FY2024 and #58 in FY2025; up 12 since FY2022.
67 $58,039
Rank history: #73 in FY2021, #56 in FY2022 and not on the FY2024–FY2025 lists; down 11 since FY2022.
68 $58,000
Rank history: not on the FY2021 list, #77 in FY2022 and not on the FY2024–FY2025 lists; up 9 since FY2022.
69 $55,650
Rank history: #87 in FY2021, #80 in FY2022, #65 in FY2024 and #62 in FY2025; up 11 since FY2022.
70 $51,320
Rank history: not on the FY2021 list, #76 in FY2022 and not on the FY2024–FY2025 lists; up 6 since FY2022.
71 $50,099
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
72 $50,000
Rank history: not on the FY2021 list, #81 in FY2022, #70 in FY2024 and not on the FY2025 list; up 9 since FY2022.
73 $49,999
Rank history: not on the FY2021 list, #82 in FY2022 and not on the FY2024–FY2025 lists; up 9 since FY2022.
74 $49,660
Rank history: not on the FY2021–FY2022 lists, #69 in FY2024 and #67 in FY2025; new.
75 $46,008
Rank history: not on the FY2021–FY2022 lists, #66 in FY2024 and #63 in FY2025; new.
76 $43,817
Rank history: not on the FY2021–FY2022 lists, #83 in FY2024 and not on the FY2025 list; up 32 since FY2022.
77 $42,008
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
78 $41,256
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
79 $38,505
Rank history: #84 in FY2021, #66 in FY2022 and not on the FY2024–FY2025 lists; down 13 since FY2022.
80 $31,557
Rank history: not on the FY2021 list, #92 in FY2022, #78 in FY2024 and #78 in FY2025; up 12 since FY2022.
81 $30,242
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
82 $29,000
Rank history: not on the FY2021–FY2022 lists, #76 in FY2024 and #74 in FY2025; new.
83
DAT Solutions LLC
$28,778
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
84 $27,260
Rank history: not on the FY2021–FY2022 lists, #89 in FY2024 and not on the FY2025 list; new.
85 $26,432
Rank history: not on the FY2021–FY2022 lists, #82 in FY2024 and #81 in FY2025; new.
86 $24,891
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
87 $23,832
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
88
Performant Recovery, Inc.
$21,585
Rank history: #5 in FY2021, #59 in FY2022 and not on the FY2024–FY2025 lists; down 29 since FY2022.
89 $21,238
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
90 $20,900
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
91 $20,000
Rank history: not on the FY2021–FY2022 lists, #87 in FY2024 and not on the FY2025 list; up 12 since FY2022.
92 $16,600
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
93 $16,457
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
94 $16,101
Rank history: not on the FY2021–FY2022 lists, #91 in FY2024 and not on the FY2025 list; up 15 since FY2022.
95 $15,600
Rank history: not on the FY2021–FY2022 lists, not on the FY2024 list and #76 in FY2025; new.
96 $15,380
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
97 $14,419
Rank history: #79 in FY2021, #68 in FY2022, #94 in FY2024 and #86 in FY2025; down 29 since FY2022.
98 $14,100
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
99
Global Test Supply LLC
$13,459
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
100 $12,474
Rank history: not on the FY2021–FY2022 lists and not on the FY2024–FY2025 lists; new.
Show 75 more

100 of 121 contractors listed here. See the rest on GovTribe.

Rankings for the codes under NAICS 523

Code Net obligations Largest contractor
5239 Other Financial Investment Activities $149,326,953 Archetype II LLC

How this ranking works

  • Source: every contract action FPDS records (as published on SAM.gov) in the period, as GovTribe received it.
  • Amounts are net obligations: what was obligated, less what was deobligated. Shares are of $434 million obligated before deobligations, so they never pass 100%.
  • Parent companies: each action counts under the ultimate parent its award record names, or under the awardee when it names none, so no dollar counts twice. Parents of the same name (Inc., LLC and the like aside) count as one company, since FPDS records a company's parent under more than one UEI over time. GovTribe corrects a few parents and names by hand; see the corrections.
  • Fiscal year 2023 ran Oct 1, 2022 – Sep 30, 2023. The Department of Defense reports its contract actions to FPDS about 90 days late, so a fiscal year is ranked once they're in, in February, and the list doesn't change after.
  • Rank changes compare with FY2022. "New" marks a company outside that period's top 500, and "Returned" one of those that was on an earlier fiscal year's list.
  • Rank lines show each company's rank on every fiscal year's list since FY2021, #1 at the top, on a scale that gives the top of the list more room. A dashed stretch spans years it wasn't on the list. The step from FY2022 takes the color of the rank change beside it.
  • Placeholder recipients FPDS uses when it names no company ("Miscellaneous Foreign Contractors" and the like) aren't ranked.

Quick answers

Who were the top 10 NAICS 523 contractors in FY2023?

1. Archetype II LLC ($34.5M), 2. Nisa Investment Advisors LLC ($13.2M), 3. Wellington Management Group LLP ($12.3M), 4. DAI Global LLC ($12M), 5. Pacific Investment Management Company LLC ($11.8M), 6. Delta Land Services LLC ($10.1M), 7. Prudential Financial Inc. ($9.95M), 8. Arrowstreet Capital LP ($7.13M), 9. Innovest Systems, LLC ($7.08M), 10. Alltran Education Inc. ($6.43M).

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