Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AGILENT TECHNOLOGIES INC · COM · quarter ended 2026-03-31 · 12 members disclosed A ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 860 holders are listed, largest first: 860
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $25.4B
holders whose share count rose or who opened the position (new + add), by shares: 400
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 158

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of A ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	25,902,662	+33,738	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.1B	18,381,030	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	14,352,682	—	NO PRIOR
4	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.5B	12,624,090	−1,523,511	TRIM
5	STATE STREET CORP	$1.5B	12,764,632	+82,840	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$854M	7,522,028	+96,167	ADD
7	WELLINGTON MANAGEMENT GROUP LLP	$827M	7,256,433	−333,709	TRIM
8	DEUTSCHE BANK AG\	$682M	5,984,118	+436,027	ADD
9	MORGAN STANLEY	$564M	4,949,129	−92,752	TRIM
10	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$436M	3,825,278	0	NO CHANGE
11	NORTHERN TRUST CORP	$422M	3,700,025	−86,956	TRIM
12	Pictet Asset Management Holding SA	$399M	3,497,319	−1,167,562	TRIM
13	AQR CAPITAL MANAGEMENT LLC	$339M	2,991,479	+1,623,527	ADD
14	Bank of New York Mellon Corp	$318M	2,793,604	−64,216	TRIM
15	CANTILLON CAPITAL MANAGEMENT LLC	$313M	2,745,829	−369,809	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$302M	2,646,458	+110,201	ADD
17	Troy Asset Management Ltd	$275M	2,413,232	+7,369	ADD
18	NORDEA INVESTMENT MANAGEMENT AB	$267M	2,363,299	+589,180	ADD
19	Invesco Ltd.	$264M	2,314,028	−276,687	TRIM
20	Qube Research & Technologies Ltd	$260M	2,280,319	+159,477	ADD
21	Legal & General Group Plc	$249M	2,182,320	+41,179	ADD
22	DIMENSIONAL FUND ADVISORS LP	$240M	2,108,764	+185,223	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$217M	1,904,308	+83,303	ADD
24	CITADEL ADVISORS LLC	$205M	1,801,714	+1,243,015	ADD
25	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$205M	1,795,764	−267,245	TRIM
26	D. E. Shaw & Co., Inc.	$193M	1,695,923	+1,412,521	ADD
27	BANK OF AMERICA CORP /DE/	$186M	1,634,555	+262,781	ADD
28	JUPITER ASSET MANAGEMENT LTD	$182M	1,623,406	+1,124,313	ADD
29	VANGUARD FIDUCIARY TRUST CO	$181M	1,591,906	—	NO PRIOR
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$164M	1,439,782	+520,399	ADD
31	Findlay Park Partners LLP	$155M	1,356,563	+551,800	ADD
32	PRIMECAP MANAGEMENT CO/CA/	$152M	1,334,006	−3,430	TRIM
33	Man Group plc	$152M	1,331,912	+544,527	ADD
34	Ilex Capital Partners (UK) LLP	$138M	1,206,449	+323,900	ADD
35	AMERIPRISE FINANCIAL INC	$137M	1,204,289	−990,681	TRIM
36	Candriam S.C.A.	$132M	1,157,090	+244,007	ADD
37	Robeco Schweiz AG	$127M	1,117,545	+68,487	ADD
38	HSBC HOLDINGS PLC	$124M	1,092,001	−415,337	TRIM
39	Amundi	$123M	1,075,584	+66,970	ADD
40	TD ASSET MANAGEMENT INC	$117M	1,023,428	−30,357	TRIM
41	ALLIANCEBERNSTEIN L.P.	$115M	846,457	−123,189	TRIM
42	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$108M	951,729	−240,446	TRIM
43	Squarepoint Ops LLC	$106M	926,259	+690,647	ADD
44	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$105M	919,209	+895,274	ADD
45	FMR LLC	$104M	916,806	−234,743	TRIM
46	FRANKLIN RESOURCES INC	$103M	907,425	−208,318	TRIM
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$103M	900,067	+533,552	ADD
48	Nuveen, LLC	$98.7M	865,669	+79,100	ADD
49	LGT CAPITAL PARTNERS LTD.	$96.3M	844,864	+58,267	ADD
50	Swiss National Bank	$94.8M	832,000	+55,300	ADD
51	ROYAL BANK OF CANADA	$94.5M	828,773	−57,918	TRIM
52	BARCLAYS PLC	$91.0M	798,138	+17,377	ADD
53	FIRST TRUST ADVISORS LP	$89.6M	786,052	+90,095	ADD
54	UBS Group AG	$87.9M	771,583	−123,692	TRIM
55	SCHARF INVESTMENTS, LLC	$86.6M	759,802	+228,579	ADD
56	LAZARD ASSET MANAGEMENT LLC	$86.2M	756,599	−15,753	TRIM
57	M&G Plc	$82.2M	721,114	−99,786	TRIM
58	ENVESTNET ASSET MANAGEMENT INC	$79.0M	692,911	+37,662	ADD
59	MILLENNIUM MANAGEMENT LLC	$78.3M	686,546	−151,915	TRIM
60	TWO SIGMA INVESTMENTS, LP	$77.2M	677,347	+411,973	ADD
61	SUMMITRY LLC	$76.8M	673,954	+50,441	ADD
62	BALYASNY ASSET MANAGEMENT L.P.	$75.6M	662,943	−749,592	TRIM
63	Mitsubishi UFJ Asset Management Co., Ltd.	$74.4M	652,668	+53,087	ADD
64	Vanguard Global Advisers, LLC	$70.5M	618,952	—	NO PRIOR
65	RAYMOND JAMES FINANCIAL INC	$70.2M	616,428	+164,838	ADD
66	Sumitomo Mitsui Trust Group, Inc.	$70.2M	615,510	−21,198	TRIM
67	Champlain Investment Partners, LLC	$69.5M	610,046	−198,245	TRIM
68	Madison Asset Management, LLC	$69.3M	607,831	−1,587	TRIM
69	BNP Paribas Asset Management Holding S.A.	$69.3M	607,691	+126,891	ADD
70	PARNASSUS INVESTMENTS, LLC	$66.9M	586,689	+5,750	ADD
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$66.7M	584,798	+862	ADD
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$66.3M	580,860	+3,786	ADD
73	FENIMORE ASSET MANAGEMENT INC	$63.6M	558,370	−36,602	TRIM
74	NATIONAL BANK OF CANADA /FI/	$61.2M	536,758	+284,108	ADD
75	Quantinno Capital Management LP	$60.1M	527,679	+145,440	ADD
76	Harvest Portfolios Group Inc.	$57.4M	504,019	+96,203	ADD
77	VANGUARD ASSET MANAGEMENT, Ltd	$56.0M	491,065	—	NO PRIOR
78	Freestone Grove Partners LP	$54.1M	474,435	+474,435	NEW
79	WELLS FARGO & COMPANY/MN	$53.2M	466,670	+44,022	ADD
80	EARNEST PARTNERS LLC	$52.3M	458,824	−15,727	TRIM
81	National Pension Service	$50.0M	438,771	+438,771	NEW
82	Susquehanna Portfolio Strategies, LLC	$41.1M	360,498	+360,498	NEW
83	Allianz Asset Management GmbH	$40.8M	358,177	−317,847	TRIM
84	PRINCIPAL FINANCIAL GROUP INC	$40.1M	351,715	+11,858	ADD
85	JENNISON ASSOCIATES LLC	$39.1M	342,707	−263,609	TRIM
86	CITIGROUP INC	$39.0M	342,286	+53,124	ADD
87	DAVENPORT & Co LLC	$37.8M	333,817	+85,651	ADD
88	Swedbank AB	$34.2M	300,313	−32,003	TRIM
89	RENAISSANCE TECHNOLOGIES LLC	$34.2M	300,300	+300,300	NEW
90	Northwest & Ethical Investments L.P.	$34.2M	299,913	−117,577	TRIM
91	Aberdeen Group plc	$33.9M	297,746	+6,292	ADD
92	CANADA PENSION PLAN INVESTMENT BOARD	$33.3M	292,383	−36,129	TRIM
93	Tidal Investments LLC	$29.3M	257,057	+106,982	ADD
94	DANSKE BANK A/S	$28.4M	248,991	−107,853	TRIM
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$27.6M	242,235	0	NO CHANGE
96	AVIVA PLC	$27.6M	242,127	+4,147	ADD
97	ASSETMARK, INC	$26.4M	231,437	−2,838	TRIM
98	IEQ CAPITAL, LLC	$25.6M	224,722	+56,055	ADD
99	Allspring Global Investments Holdings, LLC	$25.6M	223,463	+28,286	ADD
100	BANK OF MONTREAL /CAN/	$25.3M	222,068	−71,320	TRIM
101	Corient Private Wealth LLC	$25.2M	221,631	−248,937	TRIM
102	VICTORY CAPITAL MANAGEMENT INC	$25.0M	219,261	−294	TRIM
103	Ceredex Value Advisors LLC	$24.3M	212,925	+62,625	ADD
104	Select Equity Group, L.P.	$23.9M	209,294	+209,294	NEW
105	PANAGORA ASSET MANAGEMENT INC	$23.3M	204,754	−175,740	TRIM
106	DKRT Investments Corp.	$22.8M	200,000	+130,000	ADD
107	Fiera Capital Corp	$22.5M	197,620	+19,686	ADD
108	Foresight Group Ltd Liability Partnership	$22.3M	195,213	−575	TRIM
109	Epoch Investment Partners, Inc.	$22.1M	194,113	−17,134	TRIM
110	PRUDENTIAL FINANCIAL INC	$21.3M	187,240	+45,195	ADD
111	Meridiem Capital Partners LP	$21.1M	184,897	−37,319	TRIM
112	Korea Investment CORP	$20.5M	180,272	+67,329	ADD
113	AMERICAN CENTURY COMPANIES INC	$20.4M	179,061	−5,564	TRIM
114	GODSEY & GIBB, INC	$19.8M	174,068	+5,089	ADD
115	HighTower Advisors, LLC	$19.5M	171,118	+4,476	ADD
116	NEW YORK STATE COMMON RETIREMENT FUND	$19.0M	166,460	0	NO CHANGE
117	Calamos Advisors LLC	$18.6M	163,570	0	NO CHANGE
118	Gotham Asset Management, LLC	$18.4M	161,396	+3,415	ADD
119	Polar Capital Holdings Plc	$18.4M	161,236	+161,236	NEW
120	TUDOR INVESTMENT CORP ET AL	$18.2M	159,699	−130,050	TRIM
121	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$18.2M	159,361	+159,361	NEW
122	J. Safra Sarasin Holding AG	$18.1M	158,835	−21,484	TRIM
123	Cerity Partners LLC	$17.6M	154,346	+61,763	ADD
124	CREDIT AGRICOLE S A	$17.5M	153,366	−12,070	TRIM
125	STATE OF WISCONSIN INVESTMENT BOARD	$17.3M	151,816	+3,030	ADD
126	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$17.1M	150,000	0	NO CHANGE
127	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$17.0M	149,370	−13,025	TRIM
128	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$16.4M	143,533	−337	TRIM
129	Mitsubishi UFJ Trust & Banking Corp	$16.3M	143,114	−5,241	TRIM
130	Vanguard Investments Australia, Ltd.	$16.1M	141,198	—	NO PRIOR
131	Chevy Chase Trust Holdings, LLC	$16.0M	140,748	−4,406	TRIM
132	Jefferies Financial Group Inc.	$15.8M	138,826	+18,042	ADD
133	Eurizon Capital SGR S.p.A.	$15.8M	138,997	−5,226	TRIM
134	Focus Partners Wealth	$15.8M	138,238	+12,252	ADD
135	ROYAL LONDON ASSET MANAGEMENT LTD	$15.3M	134,051	−161	TRIM
136	Schonfeld Strategic Advisors LLC	$15.1M	132,823	−263,322	TRIM
137	NOESIS CAPITAL MANGEMENT CORP	$15.1M	132,538	+6,006	ADD
138	WINTON GROUP Ltd	$14.8M	129,526	+126,616	ADD
139	BANK OF NOVA SCOTIA	$14.7M	129,240	+53,965	ADD
140	Zurcher Kantonalbank (Zurich Cantonalbank)	$14.5M	126,787	+126,787	NEW
141	APG Asset Management N.V.	$14.3M	144,283	−18,425	TRIM
142	LPL Financial LLC	$14.2M	124,411	−26,092	TRIM
143	TORONTO DOMINION BANK	$14.1M	124,007	−27,872	TRIM
144	Ensign Peak Advisors, Inc	$14.1M	123,673	+11,850	ADD
145	Asset Management One Co., Ltd.	$14.0M	122,441	−4,814	TRIM
146	Creative Planning	$13.9M	121,999	+39,094	ADD
147	Quantbot Technologies LP	$13.7M	119,909	+85,274	ADD
148	Osmosis Investment Management UK Ltd	$13.3M	116,466	+41,170	ADD
149	Engineers Gate Manager LP	$13.1M	115,289	+6,176	ADD
150	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.7M	111,671	−78,750	TRIM
151	S.E.E.D. Planning Group LLC	$12.6M	110,672	+9,333	ADD
152	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.3M	108,174	+39,350	ADD
153	Blue Door Asset Management, LLC	$12.3M	107,900	+107,900	NEW
154	NISSAY ASSET MANAGEMENT CORP /JAPAN	$12.3M	107,642	+5,737	ADD
155	KLP KAPITALFORVALTNING AS	$12.1M	106,049	+1,600	ADD
156	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.0M	105,568	−9,175	TRIM
157	Qsemble Capital Management, LP	$11.9M	104,535	+19,577	ADD
158	SEI INVESTMENTS CO	$11.8M	103,725	+594	ADD
159	Leeward Investments, LLC - MA	$11.6M	101,927	+11,173	ADD
160	Andra AP-fonden	$11.6M	101,500	−11,400	TRIM
161	VOYA INVESTMENT MANAGEMENT LLC	$11.3M	98,922	+16,214	ADD
162	NOMURA ASSET MANAGEMENT CO LTD	$11.0M	96,838	+672	ADD
163	State of New Jersey Common Pension Fund D	$10.9M	96,039	+149	ADD
164	STOREBRAND ASSET MANAGEMENT AS	$10.9M	95,831	—	NO PRIOR
165	LMCG INVESTMENTS, LLC	$10.7M	93,891	+6,697	ADD
166	Lansforsakringar Fondforvaltning AB (publ)	$10.4M	91,350	−1,034	TRIM
167	NISA INVESTMENT ADVISORS, LLC	$10.3M	90,000	−1,353	TRIM
168	Resona Asset Management Co.,Ltd.	$10.3M	90,440	+1,390	ADD
169	Mariner, LLC	$10.2M	89,380	+56,902	ADD
170	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.8M	90,045	+817	ADD
171	Daiwa Securities Group Inc.	$9.7M	85,001	+10,754	ADD
172	CWM, LLC	$9.5M	83,703	+13,756	ADD
173	Y-Intercept (Hong Kong) Ltd	$9.4M	82,523	−9,168	TRIM
174	CIBC Bancorp USA Inc.	$9.3M	81,854	—	NO PRIOR
175	MACKENZIE FINANCIAL CORP	$9.2M	80,960	−942,311	TRIM
176	Swiss Life Asset Management Ltd	$9.1M	80,107	+4,674	ADD
177	ExodusPoint Capital Management, LP	$9.1M	79,881	+68,866	ADD
178	Arizona State Retirement System	$8.8M	77,040	−756	TRIM
179	Czech National Bank	$8.8M	77,030	+2,275	ADD
180	Aquatic Capital Management LLC	$8.7M	76,279	−67,755	TRIM
181	ICICI Prudential Asset Management Co Ltd	$8.6M	75,728	0	NO CHANGE
182	Cardinal Capital Management	$8.6M	75,310	+75,310	NEW
183	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	74,734	+14,192	ADD
184	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.4M	73,881	−300	TRIM
185	Bridgewater Associates, LP	$8.4M	73,689	+60,596	ADD
186	GATEWAY INVESTMENT ADVISERS LLC	$8.3M	72,412	+3,388	ADD
187	Capricorn Fund Managers Ltd	$8.2M	71,600	+71,600	NEW
188	TWINBEECH CAPITAL LP	$7.8M	68,803	−29,369	TRIM
189	CIBC Asset Management Inc	$7.7M	67,454	+910	ADD
190	FIRST MANHATTAN CO. LLC.	$7.7M	67,234	−3,821	TRIM
191	Varma Mutual Pension Insurance Co	$7.7M	67,371	0	NO CHANGE
192	Tredje AP-fonden	$7.5M	66,152	+66,152	NEW
193	MetLife Investment Management, LLC	$7.5M	66,121	−1,862	TRIM
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.5M	65,886	−58	TRIM
195	SCHRODER INVESTMENT MANAGEMENT GROUP	$7.5M	65,540	−106,268	TRIM
196	Robeco Institutional Asset Management B.V.	$7.4M	64,503	−2,279	TRIM
197	FIFTH THIRD BANCORP	$7.3M	63,847	+41,446	ADD
198	Rockefeller Capital Management L.P.	$7.2M	62,968	−3,527	TRIM
199	KORNITZER CAPITAL MANAGEMENT INC /KS	$7.1M	62,696	+19,000	ADD
200	Advisors Capital Management, LLC	$7.0M	61,472	−414	TRIM
201	Lombard Odier Asset Management (Europe) Ltd	$6.9M	60,578	−2,534	TRIM
202	JANE STREET GROUP, LLC	$6.9M	60,577	−864,126	TRIM
203	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$6.9M	60,573	+49,366	ADD
204	DnB Asset Management AS	$6.9M	60,377	+2,286	ADD
205	Live Oak Private Wealth LLC	$6.9M	60,280	+6,722	ADD
206	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.9M	60,102	−92,330	TRIM
207	Retirement Systems of Alabama	$6.8M	60,063	−246	TRIM
208	Mirae Asset Global Investments Co., Ltd.	$6.8M	59,989	+6,567	ADD
209	Baird Financial Group, Inc.	$6.8M	59,402	+59,402	NEW
210	Azimuth Capital Investment Management LLC	$6.7M	59,028	+1,063	ADD
211	USS Investment Management Ltd	$6.5M	56,851	−57,028	TRIM
212	IFM Investors Pty Ltd	$6.4M	56,292	+3,681	ADD
213	SEB Asset Management AB	$6.3M	55,270	—	NO PRIOR
214	OPPENHEIMER ASSET MANAGEMENT INC.	$6.3M	55,030	+9,880	ADD
215	Weiss Asset Management LP	$6.2M	54,390	−114,535	TRIM
216	US BANCORP \DE\	$6.1M	53,749	−52	TRIM
217	OP Asset Management Ltd	$6.0M	52,325	—	NO PRIOR
218	STIFEL FINANCIAL CORP	$6.0M	52,271	−1,925	TRIM
219	XPONANCE LLC	$5.8M	51,134	+6,178	ADD
220	MML INVESTORS SERVICES, LLC	$5.8M	50,783	−9,120	TRIM
221	Verition Fund Management LLC	$5.8M	50,510	+19,378	ADD
222	Generali Asset Management SPA SGR	$5.7M	50,107	−4,142	TRIM
223	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.6M	49,484	−476	TRIM
224	ASR Vermogensbeheer N.V.	$5.5M	48,622	+864	ADD
225	Aware Super Pty Ltd as trustee of Aware Super	$5.3M	46,897	—	NO PRIOR
226	Cetera Investment Advisers	$5.3M	46,278	−1,416	TRIM
227	Utah Retirement Systems	$5.3M	46,256	−909	TRIM
228	PRENTISS SMITH & CO INC	$5.3M	46,224	+31,019	ADD
229	QRG CAPITAL MANAGEMENT, INC.	$5.3M	46,073	−1,467	TRIM
230	Sitrin Capital Management LLC	$5.2M	45,813	−1,440	TRIM
231	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.2M	45,741	+8,714	ADD
232	NEOS Investment Management LLC	$5.2M	45,625	+1,346	ADD
233	Vontobel Holding Ltd.	$5.2M	45,352	+13,519	ADD
234	BROWN ADVISORY INC	$5.0M	43,839	−3,774	TRIM
235	ProShare Advisors LLC	$4.9M	43,342	−10,835	TRIM
236	Elo Mutual Pension Insurance Co	$4.9M	42,797	+654	ADD
237	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.8M	42,503	+770	ADD
238	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.8M	42,394	+1,358	ADD
239	Assenagon Asset Management S.A.	$4.8M	42,388	+8,886	ADD
240	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.8M	42,289	+1,144	ADD
241	Sequoia Financial Advisors, LLC	$4.8M	42,237	+667	ADD
242	Graham Capital Management, L.P.	$4.8M	42,055	+30,927	ADD
243	Rakuten Investment Management, Inc.	$4.7M	42,264	+4,748	ADD
244	Connor, Clark & Lunn Investment Management Ltd.	$4.7M	41,448	−132,428	TRIM
245	Vanguard Personalized Indexing Management, LLC	$4.7M	41,336	−599	TRIM
246	KENNEDY CAPITAL MANAGEMENT LLC	$4.7M	41,202	−4,039	TRIM
247	FIL Ltd	$4.7M	41,062	−17,916	TRIM
248	Stratos Wealth Partners, LTD.	$4.5M	39,256	+442	ADD
249	Groupe la Francaise	$4.5M	39,069	+5,217	ADD
250	INTECH INVESTMENT MANAGEMENT LLC	$4.4M	38,618	+33,725	ADD
251	LOUISBOURG INVESTMENTS INC.	$4.3M	46,369	+10,495	ADD
252	Sone Capital Management, LLC	$4.3M	37,789	−57,873	TRIM
253	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	37,153	−3,184	TRIM
254	BAMCO INC /NY/	$4.2M	36,589	−2,188	TRIM
255	MACQUARIE GROUP LTD	$4.1M	36,117	−20,690	TRIM
256	Empowered Funds, LLC	$4.1M	35,914	−6,611	TRIM
257	Brevan Howard Capital Management LP	$4.1M	35,679	+26,528	ADD
258	Janus Henderson Group Ltd.	$4.1M	35,623	−1,393	TRIM
259	Baker Avenue Asset Management, LP	$4.1M	35,574	+1,252	ADD
260	TRUIST FINANCIAL CORP	$4.0M	34,660	−3,162	TRIM
261	Bell Asset Management Ltd	$3.8M	33,711	+33,711	NEW
262	Modera Wealth Management, LLC	$3.8M	33,650	+753	ADD
263	NUANCE INVESTMENTS, LLC	$3.8M	32,921	+32,921	NEW
264	NATIXIS	$3.7M	32,477	−103,582	TRIM
265	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.7M	32,376	−37	TRIM
266	Bryn Mawr Trust Advisors, LLC	$3.7M	32,321	+26	ADD
267	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.6M	31,878	+1,332	ADD
268	Crossmark Global Holdings, Inc.	$3.6M	31,568	—	NO PRIOR
269	CIBC WORLD MARKET INC.	$3.6M	31,313	+1,886	ADD
270	Federation des caisses Desjardins du Quebec	$3.5M	30,961	+9,122	ADD
271	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.4M	30,029	−360	TRIM
272	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.4M	29,637	+566	ADD
273	Paradiem, LLC	$3.4M	29,515	+29,515	NEW
274	UniSuper Management Pty Ltd	$3.3M	29,115	+1,286	ADD
275	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	28,649	+496	ADD
276	2Xideas AG	$3.3M	28,625	+4,522	ADD
277	YOUSIF CAPITAL MANAGEMENT, LLC	$3.2M	27,992	−768	TRIM
278	Avanza Fonder AB	$3.2M	27,787	0	NO CHANGE
279	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.1M	27,303	+27,303	NEW
280	Pathstone Holdings, LLC	$3.0M	26,552	+590	ADD
281	Kenora Financial, LLC	$3.0M	26,342	−253	TRIM
282	Watchman Group, Inc.	$2.9M	25,875	−619	TRIM
283	Edgestream Partners, L.P.	$2.9M	25,346	+23,007	ADD
284	Rhenman & Partners Asset Management AB	$2.8M	25,000	+5,000	ADD
285	Ancora Advisors LLC	$2.8M	24,770	+374	ADD
286	MISSION WEALTH MANAGEMENT, LP	$2.7M	24,049	−546	TRIM
287	Magnetar Financial LLC	$2.7M	24,144	−17,203	TRIM
288	NAPLES GLOBAL ADVISORS, LLC	$2.6M	23,055	+2,090	ADD
289	Machina Capital S.A.S.	$2.5M	22,295	+2,526	ADD
290	Lido Advisors, LLC	$2.5M	22,200	+1,975	ADD
291	OSAIC HOLDINGS, INC.	$2.5M	22,135	+3,079	ADD
292	XTX Topco Ltd	$2.5M	21,899	−56,357	TRIM
293	Rafferty Asset Management, LLC	$2.5M	21,858	−8,665	TRIM
294	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$2.5M	21,665	+10,013	ADD
295	COMMERCE BANK	$2.5M	21,641	+1,735	ADD
296	Morningstar Investment Management LLC	$2.4M	20,965	+4,475	ADD
297	M&T BANK CORP	$2.3M	20,538	−917	TRIM
298	Wealthfront Advisers LLC	$2.3M	20,248	−1,942	TRIM
299	Investment Management Corp of Ontario	$2.3M	20,238	−4,252	TRIM
300	ASHTON THOMAS SECURITIES, LLC	$2.3M	19,956	+19,956	NEW
301	Bank Julius Baer & Co. Ltd, Zurich	$2.2M	19,949	−5,339	TRIM
302	Knollwood Investment Advisory, LLC	$2.2M	19,373	0	NO CHANGE
303	Phoenix Financial Ltd.	$2.2M	19,273	+14,478	ADD
304	REGIONS FINANCIAL CORP	$2.2M	18,977	−2,381	TRIM
305	Linscomb Wealth, Inc.	$2.2M	18,948	−4,349	TRIM
306	Prospera Financial Services Inc	$2.1M	18,675	−28	TRIM
307	Stone Summit Wealth LLC	$2.1M	18,288	−1,049	TRIM
308	Vident Advisory, LLC	$2.1M	18,259	+1,207	ADD
309	Summit Trail Advisors, LLC	$2.1M	18,256	+5,608	ADD
310	Jain Global LLC	$2.1M	18,214	+2,508	ADD
311	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	18,039	+883	ADD
312	NewEdge Advisors, LLC	$2.0M	17,951	+17,951	NEW
313	BONNESS ENTERPRISES INC	$2.0M	17,900	0	NO CHANGE
314	MASTERINVEST Kapitalanlage GmbH	$2.0M	17,662	+967	ADD
315	Old West Investment Management, LLC	$2.0M	17,385	+460	ADD
316	EDMOND DE ROTHSCHILD HOLDING S.A.	$1.9M	17,105	−8,712	TRIM
317	MIZUHO SECURITIES USA LLC	$1.9M	17,099	−3,544	TRIM
318	Bleakley Financial Group, LLC	$1.9M	16,543	+16,543	NEW
319	Norinchukin Bank, The	$1.9M	16,383	+24	ADD
320	Ethic Inc.	$1.9M	16,347	−4,504	TRIM
321	Callan Family Office, LLC	$1.9M	16,266	−2,030	TRIM
322	HARTFORD INVESTMENT MANAGEMENT CO	$1.8M	16,101	−336	TRIM
323	OMERS ADMINISTRATION Corp	$1.8M	16,074	+3,840	ADD
324	AXQ CAPITAL, LP	$1.8M	16,042	+1,239	ADD
325	Kintegral Advisory, LLC	$1.8M	15,922	−706	TRIM
326	Zurich Insurance Group Ltd/FI	$1.8M	15,700	0	NO CHANGE
327	Mediolanum International Funds Ltd	$1.8M	15,900	−7,074	TRIM
328	&PARTNERS	$1.7M	15,354	−2,537	TRIM
329	AE Wealth Management LLC	$1.7M	15,005	+2,405	ADD
330	HB Wealth Management, LLC	$1.7M	15,004	+3,151	ADD
331	Orion Porfolio Solutions, LLC	$1.7M	14,826	−701	TRIM
332	PRUDENTIAL PLC	$1.7M	14,759	0	NO CHANGE
333	Advisors Asset Management, Inc.	$1.7M	14,561	+633	ADD
334	AG2R LA MONDIALE GESTION D'ACTIFS	$1.7M	14,497	+1,400	ADD
335	Mengis Capital Management, Inc.	$1.7M	14,496	−1,450	TRIM
336	Maryland State Retirement & Pension System	$1.7M	14,489	0	NO CHANGE
337	Envestnet Portfolio Solutions, Inc.	$1.6M	14,301	−2,056	TRIM
338	Carmel Capital Partners, LLC	$1.6M	14,139	−293	TRIM
339	Metis Global Partners, LLC	$1.6M	13,899	−1,243	TRIM
340	EXCHANGE TRADED CONCEPTS, LLC	$1.5M	13,594	+1,659	ADD
341	Allworth Financial LP	$1.5M	13,560	+5,034	ADD
342	JOHN G ULLMAN & ASSOCIATES INC	$1.5M	13,525	−1,650	TRIM
343	Laird Norton Wetherby Trust Company, LLC	$1.5M	13,189	−250	TRIM
344	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.5M	13,215	+752	ADD
345	Lombard Odier Asset Management (Switzerland) SA	$1.5M	13,028	−500	TRIM
346	BDF-GESTION	$1.5M	13,001	0	NO CHANGE
347	Merit Financial Group, LLC	$1.5M	12,932	−645	TRIM
348	Sanctuary Advisors, LLC	$1.5M	12,926	+2,022	ADD
349	VCI Wealth Management LLC	$1.5M	12,915	+12,915	NEW
350	Atria Investments, Inc	$1.5M	12,886	+3,000	ADD
351	Pallas Capital Advisors LLC	$1.4M	12,551	−1,862	TRIM
352	Focus Partners Advisor Solutions, LLC	$1.4M	12,377	+2,170	ADD
353	BENJAMIN EDWARDS INC	$1.4M	12,056	−8	TRIM
354	QUADRANT CAPITAL GROUP LLC	$1.4M	11,951	+120	ADD
355	Brooklyn Investment Group	$1.4M	11,896	+6,314	ADD
356	LECAP ASSET MANAGEMENT LTD	$1.4M	11,854	+464	ADD
357	AIA Group Ltd	$1.3M	11,725	0	NO CHANGE
358	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.3M	11,715	+4,015	ADD
359	MUFG Securities EMEA plc	$1.3M	11,622	0	NO CHANGE
360	KING LUTHER CAPITAL MANAGEMENT CORP	$1.3M	11,613	−167	TRIM
361	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	11,599	+1,490	ADD
362	Polymer Capital Management (US) LLC	$1.3M	11,101	−361	TRIM
363	Walleye Trading LLC	$1.3M	11,098	−37,738	TRIM
364	Banque Cantonale Vaudoise	$1.3M	11,064	−3,381	TRIM
365	Norman Fields, Gottscho Capital Management, LLC	$1.3M	11,005	+300	ADD
366	SANDLER CAPITAL MANAGEMENT	$1.2M	10,893	−7,220	TRIM
367	BLAIR WILLIAM & CO/IL	$1.2M	10,861	−9,860	TRIM
368	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	10,679	−2,216	TRIM
369	OSSIAM	$1.2M	10,558	+1,441	ADD
370	Dai-ichi Life Insurance Company, Ltd	$1.2M	10,516	−595	TRIM
371	Saudi Central Bank	$1.2M	10,464	+10,464	NEW
372	EP Wealth Advisors, LLC	$1.2M	10,197	−519	TRIM
373	Chicago Partners Investment Group LLC	$1.2M	9,593	+4,904	ADD
374	VEGA INVESTMENT SOLUTIONS	$1.2M	10,138	−400	TRIM
375	Sierra Legacy Group	$1.2M	10,098	+218	ADD
376	Empirical Finance, LLC	$1.1M	10,040	−20	TRIM
377	Arjuna Capital	$1.1M	10,015	+121	ADD
378	FULLER & THALER ASSET MANAGEMENT, INC.	$1.1M	9,742	−7,742	TRIM
379	Sterling Capital Management LLC	$1.1M	9,625	−7,299	TRIM
380	SummitTX Capital, L.P.	$1.1M	9,525	−13,466	TRIM
381	Compagnie Lombard Odier SCmA	$1.1M	9,500	+1,000	ADD
382	OPPENHEIMER & CO INC	$1.1M	9,407	−410	TRIM
383	Towne Trust Company, N.A	$1.1M	9,315	−244	TRIM
384	PICTON MAHONEY ASSET MANAGEMENT	$1.1M	9,297	+6,559	ADD
385	Diversified Trust Co	$1.1M	9,234	−957	TRIM
386	Chesley Taft & Associates LLC	$1.0M	9,114	−404	TRIM
387	GLENMEDE TRUST CO NA	$1.0M	8,915	−2,887	TRIM
388	Caprock Group, LLC	$1.0M	8,857	−2,893	TRIM
389	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.0M	8,846	0	NO CHANGE
390	Kestra Advisory Services, LLC	$964K	8,458	−2,249	TRIM
391	BAHL & GAYNOR INC	$959K	8,418	0	NO CHANGE
392	Encompass More Asset Management	$953K	8,365	+8,365	NEW
393	CHOREO, LLC	$943K	8,252	−694	TRIM
394	North Dakota State Investment Board	$939K	8,236	−1,537	TRIM
395	MAI Capital Management	$939K	8,236	+3,214	ADD
396	GREENLEAF TRUST	$917K	8,049	+558	ADD
397	INVESTMENT HOUSE LLC	$906K	7,945	0	NO CHANGE
398	Texas Capital Bank Wealth Management Services Inc	$904K	7,927	−10	TRIM
399	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$899K	7,891	+7,891	NEW
400	ALBION FINANCIAL GROUP /UT	$892K	7,826	−2,380	TRIM
401	MUFG SECURITIES AMERICAS INC.	$892K	7,826	+188	ADD
402	American Assets Investment Management, LLC	$883K	6,000	−500	TRIM
403	Meeder Advisory Services, Inc.	$877K	7,691	+201	ADD
404	SECURIAN ASSET MANAGEMENT, INC	$867K	7,608	−100	TRIM
405	EVOLVE PRIVATE WEALTH, LLC	$863K	7,574	+523	ADD
406	Larson Financial Group LLC	$855K	7,497	+736	ADD
407	Tower Research Capital LLC (TRC)	$853K	7,481	−11,592	TRIM
408	Brown Shipley& Co Ltd	$838K	7,349	−2,520	TRIM
409	FULTON BANK, N.A.	$836K	7,334	−240	TRIM
410	Kelsey Financial, LLC	$834K	7,316	0	NO CHANGE
411	Steward Partners Investment Advisory, LLC	$821K	7,202	+364	ADD
412	Vise Technologies, Inc.	$820K	6,030	0	NO CHANGE
413	Apollon Wealth Management, LLC	$819K	7,184	+804	ADD
414	TEACHER RETIREMENT SYSTEM OF TEXAS	$813K	7,136	−31,043	TRIM
415	CAMELOT TECHNOLOGY ADVISORS, INC.	$813K	7,132	0	NO CHANGE
416	UNIVEST FINANCIAL Corp	$804K	7,052	−2,171	TRIM
417	OneDigital Investment Advisors LLC	$780K	6,847	−810	TRIM
418	Krilogy Financial LLC	$775K	6,553	+202	ADD
419	MGO ONE SEVEN LLC	$770K	6,757	+834	ADD
420	Avidian Wealth Enterprises, LLC	$763K	6,695	+6,695	NEW
421	Plato Investment Management Ltd	$754K	6,614	0	NO CHANGE
422	Private Advisor Group, LLC	$753K	6,605	−367	TRIM
423	Vinva Investment Management Ltd	$742K	6,627	0	NO CHANGE
424	AMF Tjanstepension AB	$732K	6,424	0	NO CHANGE
425	OpenArc Corporate Advisory, LLC	$725K	6,362	−186	TRIM
426	Bridgefront Capital, LLC	$719K	6,308	−17,703	TRIM
427	Marex Group Ltd	$716K	6,282	+6,282	NEW
428	PRINCIPAL SECURITIES, INC.	$708K	6,213	−395	TRIM
429	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$703K	6,164	+1,504	ADD
430	TRITONPOINT WEALTH, LLC	$702K	6,147	−501	TRIM
431	Dorsey & Whitney Trust CO LLC	$687K	6,024	+124	ADD
432	STEPHENS INC /AR/	$679K	5,960	+1,036	ADD
433	OFI INVEST ASSET MANAGEMENT	$678K	6,221	+2,721	ADD
434	Penobscot Investment Management Company, Inc.	$676K	5,935	−5,455	TRIM
435	JLB & ASSOCIATES INC	$673K	5,907	−22,074	TRIM
436	Mutual Advisors, LLC	$664K	5,830	−305	TRIM
437	Beacon Pointe Advisors, LLC	$652K	5,718	+1,133	ADD
438	WADDELL & ASSOCIATES, LLC	$651K	5,715	+5,715	NEW
439	BOOTHBAY FUND MANAGEMENT, LLC	$648K	5,686	−3,472	TRIM
440	SYM FINANCIAL Corp	$643K	5,637	−186	TRIM
441	Bull Harbor Capital LLC	$637K	5,592	—	NO PRIOR
442	World Investment Advisors	$636K	5,583	−230	TRIM
443	COLDSTREAM CAPITAL MANAGEMENT INC	$636K	5,582	+498	ADD
444	Union Bancaire Privee, UBP SA	$635K	5,760	+5,760	NEW
445	NorthCrest Asset Manangement, LLC	$629K	5,445	+363	ADD
446	PKO Investment Management Joint-Stock Co	$627K	5,500	+1,500	ADD
447	Lineweaver Wealth Advisors, LLC	$623K	5,465	+49	ADD
448	Snowden Capital Advisors LLC	$617K	5,405	+845	ADD
449	Siemens Fonds Invest GmbH	$611K	5,360	+99	ADD
450	nVerses Capital, LLC	$602K	5,284	+5,284	NEW
451	NLB Skladi, upravljanje premozenja, d.o.o.	$597K	5,237	−1,868	TRIM
452	HOHIMER WEALTH MANAGEMENT, LLC	$596K	5,231	+173	ADD
453	Wedmont Private Capital	$591K	5,052	+1,445	ADD
454	KCM INVESTMENT ADVISORS LLC	$589K	5,164	−108	TRIM
455	Coastline Trust Co	$588K	5,160	0	NO CHANGE
456	BSW Wealth Partners	$584K	5,120	−500	TRIM
457	TD Waterhouse Canada Inc.	$572K	5,002	+4,464	ADD
458	RBF Capital, LLC	$570K	5,000	−5,000	TRIM
459	SUVRETTA CAPITAL MANAGEMENT, LLC	$569K	4,990	0	NO CHANGE
460	GFS Advisors, LLC	$562K	20,000	+20,000	NEW
461	Quintet Private Bank (Europe) S.A.	$561K	4,919	−4,331	TRIM
462	GUGGENHEIM CAPITAL LLC	$551K	4,834	−568	TRIM
463	Frec Markets, Inc.	$546K	4,792	+2,387	ADD
464	Savant Capital, LLC	$541K	4,743	+1,140	ADD
465	FIDUCIARY TRUST CO	$536K	4,705	+7	ADD
466	SIGNATUREFD, LLC	$536K	4,701	−7	TRIM
467	Waverly Advisors, LLC	$535K	4,693	+936	ADD
468	NewEdge Wealth, LLC	$533K	4,674	−1,509	TRIM
469	Cresset Asset Management, LLC	$530K	4,642	+324	ADD
470	D.A. DAVIDSON & CO.	$529K	4,640	−703	TRIM
471	TEMA ETFS LLC	$527K	4,625	+21	ADD
472	CI INVESTMENTS INC.	$515K	4,515	−168	TRIM
473	UMB Bank, n.a.	$511K	4,487	−13	TRIM
474	Werba Rubin Papier Wealth Management	$505K	4,427	−211	TRIM
475	Ashton Thomas Private Wealth, LLC	$503K	4,411	−464	TRIM
476	Optiver Holding B.V.	$496K	4,356	+4,356	NEW
477	WESTPAC BANKING CORP	$496K	4,355	+1,254	ADD
478	Arax Advisory Partners	$494K	4,334	+2,197	ADD
479	EntryPoint Capital, LLC	$492K	4,319	+4,319	NEW
480	Composition Wealth, LLC	$489K	4,289	+68	ADD
481	CITIZENS FINANCIAL GROUP INC/RI	$489K	4,288	+2,024	ADD
482	KPP Advisory Services LLC	$488K	4,279	+124	ADD
483	Ballentine Partners, LLC	$482K	4,228	+1,237	ADD
484	ELEVATION WEALTH PARTNERS, LLC	$481K	4,221	+2	ADD
485	Smartleaf Asset Management LLC	$480K	4,286	−228	TRIM
486	VestGen Advisors, LLC	$477K	4,221	+4,221	NEW
487	Banco BTG Pactual S.A.	$474K	4,160	+4,160	NEW
488	MONTGOMERY INVESTMENT MANAGEMENT INC	$473K	4,149	0	NO CHANGE
489	Bell Investment Advisors, Inc	$469K	4,119	−34	TRIM
490	Freestone Capital Holdings, LLC	$467K	4,093	−125	TRIM
491	Itau Unibanco Holding S.A.	$463K	413,373	+412,946	ADD
492	Compass Ion Advisors, LLC	$462K	4,050	+2,010	ADD
493	PEAK6 LLC	$459K	4,025	−13,527	TRIM
494	Alphadyne Asset Management LP	$453K	3,974	+3,974	NEW
495	SITTNER & NELSON, LLC	$446K	3,914	0	NO CHANGE
496	Aaron Wealth Advisors LLC	$442K	3,882	−7,330	TRIM
497	Parcion Private Wealth LLC	$440K	3,860	+1,102	ADD
498	DAYMARK WEALTH PARTNERS, LLC	$436K	3,823	+2,189	ADD
499	EVOKE WEALTH, LLC	$431K	3,773	+1,558	ADD
500	E Fund Management Co., Ltd.	$426K	3,734	—	NO PRIOR

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · A

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 2 Julie Johnson D–TX-32, Tommy Tuberville R–AL $2K–$30K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $26.8M held
Trimming: 2 Tudor Investment Corp, Caxton Associates $18.2M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AGILENT TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on A
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+3,415 sh
2026-05-15	Bridgewater Associates 13F	ADD	+60,596 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−130,050 sh
2026-05-14	Caxton Associates 13F	EXIT	−2,375 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed A — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).