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 ↗

ABBVIE INC · CMN · quarter ended 2026-03-31 · 54 members disclosed ABBV ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,458 holders are listed, largest first: 3,458
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $264B
holders whose share count rose or who opened the position (new + add), by shares: 1,581
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 281

Holders — quarter ended 2026-03-31

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

13F holders of ABBV ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$32.8B	150,698,125	−476,418	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$25.0B	114,880,324	—	NO PRIOR
3	STATE STREET CORP	$17.7B	81,217,516	+276,585	ADD
4	JPMORGAN CHASE & CO	$12.1B	56,741,691	+4,348,368	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$10.8B	49,523,078	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$10.1B	46,737,581	+2,107,601	ADD
7	MORGAN STANLEY	$8.3B	38,016,774	−2,025,166	TRIM
8	Capital Research Global Investors	$6.8B	31,254,786	+5,846,586	ADD
9	BANK OF AMERICA CORP /DE/	$5.2B	23,936,943	−1,887,456	TRIM
10	FMR LLC	$4.7B	21,762,703	−846,686	TRIM
11	NORTHERN TRUST CORP	$4.6B	21,211,382	−522,541	TRIM
12	Capital World Investors	$3.4B	15,841,367	+2,769,923	ADD
13	GOLDMAN SACHS GROUP INC	$3.3B	15,145,279	+2,149,654	ADD
14	FRANKLIN RESOURCES INC	$3.2B	14,552,069	−329,435	TRIM
15	Capital International Investors	$3.1B	14,418,993	+2,726,228	ADD
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.1B	14,161,606	+1,237,295	ADD
17	UBS Group AG	$3.1B	14,051,196	+3,524,276	ADD
18	Bank of New York Mellon Corp	$2.9B	13,278,161	−221,190	TRIM
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.8B	12,967,398	−12,202,446	TRIM
20	Legal & General Group Plc	$2.6B	12,159,427	+26,096	ADD
21	Nuveen, LLC	$2.4B	11,115,159	+2,507,133	ADD
22	AMERIPRISE FINANCIAL INC	$2.4B	11,068,310	+1,007,672	ADD
23	Amundi	$2.3B	10,698,095	+247,689	ADD
24	VANGUARD FIDUCIARY TRUST CO	$2.2B	10,199,396	—	NO PRIOR
25	RAYMOND JAMES FINANCIAL INC	$2.1B	9,604,349	+206,615	ADD
26	DEUTSCHE BANK AG\	$2.1B	9,531,362	−598,352	TRIM
27	Fisher Asset Management, LLC	$2.0B	9,092,054	+8,463,716	ADD
28	WELLS FARGO & COMPANY/MN	$1.9B	8,909,597	−238,169	TRIM
29	Invesco Ltd.	$1.7B	7,798,048	−309,432	TRIM
30	ROYAL BANK OF CANADA	$1.6B	7,534,148	−355,721	TRIM
31	DIMENSIONAL FUND ADVISORS LP	$1.6B	7,411,238	−868,264	TRIM
32	Janus Henderson Group Ltd.	$1.5B	6,931,036	+528,386	ADD
33	WELLINGTON MANAGEMENT GROUP LLP	$1.5B	6,897,816	−8,028,867	TRIM
34	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$1.3B	5,892,808	0	NO CHANGE
35	ALLIANCEBERNSTEIN L.P.	$1.2B	5,416,509	−1,293,432	TRIM
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	5,610,330	−953,928	TRIM
37	BARCLAYS PLC	$1.2B	5,571,610	+731,465	ADD
38	Swiss National Bank	$1.1B	5,186,810	+346,000	ADD
39	ENVESTNET ASSET MANAGEMENT INC	$1.1B	4,853,567	+25,341	ADD
40	NORDEA INVESTMENT MANAGEMENT AB	$947M	4,382,783	+232,824	ADD
41	Mitsubishi UFJ Asset Management Co., Ltd.	$877M	4,031,039	+278,356	ADD
42	FEDERATED HERMES, INC.	$866M	3,980,171	+181,959	ADD
43	National Pension Service	$859M	3,949,697	+3,949,697	NEW
44	LPL Financial LLC	$858M	3,945,266	+92,169	ADD
45	TD ASSET MANAGEMENT INC	$853M	3,920,076	−240,440	TRIM
46	Sumitomo Mitsui Trust Group, Inc.	$851M	3,914,633	−188,212	TRIM
47	Vanguard Global Advisers, LLC	$849M	3,905,658	—	NO PRIOR
48	HSBC HOLDINGS PLC	$839M	3,860,492	−4,269,468	TRIM
49	STIFEL FINANCIAL CORP	$812M	3,732,204	+1,264,508	ADD
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$809M	3,720,076	−478,533	TRIM
51	VANGUARD ASSET MANAGEMENT, Ltd	$774M	3,559,819	—	NO PRIOR
52	Boston Partners	$746M	3,434,210	+33,989	ADD
53	AMERICAN CENTURY COMPANIES INC	$718M	3,299,346	−196,571	TRIM
54	Robeco Institutional Asset Management B.V.	$707M	3,250,326	+40,185	ADD
55	BANK OF MONTREAL /CAN/	$670M	3,078,495	−142,726	TRIM
56	PRINCIPAL FINANCIAL GROUP INC	$616M	2,831,636	−36,970	TRIM
57	BAHL & GAYNOR INC	$596M	2,738,634	−353,894	TRIM
58	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$576M	2,650,435	−334,465	TRIM
59	CANADA PENSION PLAN INVESTMENT BOARD	$576M	2,646,492	−145,155	TRIM
60	TRUIST FINANCIAL CORP	$523M	2,404,493	+2,223	ADD
61	Swedbank AB	$521M	2,396,920	+444,441	ADD
62	US BANCORP \DE\	$507M	2,328,944	−29,268	TRIM
63	Aberdeen Group plc	$480M	2,207,913	−51,728	TRIM
64	Corient Private Wealth LLC	$479M	2,203,650	−2,687,628	TRIM
65	FIFTH THIRD BANCORP	$478M	2,197,894	+706,723	ADD
66	SCHRODER INVESTMENT MANAGEMENT GROUP	$472M	2,216,285	−987,081	TRIM
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$456M	2,095,979	+1,849,110	ADD
68	CITIGROUP INC	$455M	2,089,885	+438,228	ADD
69	MACKENZIE FINANCIAL CORP	$449M	2,065,016	−11,146	TRIM
70	NEW YORK STATE COMMON RETIREMENT FUND	$441M	2,027,903	+2,400	ADD
71	Baird Financial Group, Inc.	$424M	1,950,203	+1,950,203	NEW
72	AGF MANAGEMENT LTD	$424M	1,948,120	−38,633	TRIM
73	Allen Investment Management, LLC	$420M	1,135,563	+1,121,570	ADD
74	PRUDENTIAL FINANCIAL INC	$392M	1,801,832	+85,177	ADD
75	VOYA INVESTMENT MANAGEMENT LLC	$387M	1,780,456	−679,910	TRIM
76	Man Group plc	$386M	1,774,415	−34,292	TRIM
77	CIBC Bancorp USA Inc.	$376M	1,726,928	—	NO PRIOR
78	HighTower Advisors, LLC	$361M	1,658,024	+29,113	ADD
79	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$351M	1,612,838	−10,946	TRIM
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$337M	1,550,017	−23,238	TRIM
81	AVIVA PLC	$333M	1,531,018	+44,957	ADD
82	VICTORY CAPITAL MANAGEMENT INC	$331M	1,523,989	+13,939	ADD
83	FIRST TRUST ADVISORS LP	$331M	1,519,986	+183,488	ADD
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$328M	1,523,584	−15,438	TRIM
85	Epoch Investment Partners, Inc.	$328M	1,506,142	+151,894	ADD
86	Eurizon Capital SGR S.p.A.	$325M	1,498,131	−55,958	TRIM
87	BNP Paribas Asset Management Holding S.A.	$324M	1,491,841	−244,193	TRIM
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$320M	1,470,271	−38,444	TRIM
89	Allianz Asset Management GmbH	$303M	1,393,938	+134,715	ADD
90	Alecta Tjanstepension Omsesidigt	$303M	1,393,700	+49,900	ADD
91	ROYAL LONDON ASSET MANAGEMENT LTD	$294M	1,351,717	+36,849	ADD
92	Assenagon Asset Management S.A.	$293M	1,349,044	−1,608,836	TRIM
93	BLAIR WILLIAM & CO/IL	$290M	1,334,109	−3,352	TRIM
94	DANSKE BANK A/S	$287M	1,320,250	+150,645	ADD
95	Mariner, LLC	$286M	1,316,270	−54,123	TRIM
96	Korea Investment CORP	$276M	1,267,180	−249,071	TRIM
97	Neuberger Berman Group LLC	$269M	1,234,836	+51,940	ADD
98	Ensign Peak Advisors, Inc	$267M	1,226,870	−786,118	TRIM
99	Cerity Partners LLC	$264M	1,215,422	+15,739	ADD
100	PUBLIC SECTOR PENSION INVESTMENT BOARD	$256M	1,176,043	+55,057	ADD
101	Pictet Asset Management Holding SA	$255M	1,173,729	+25,003	ADD
102	KEYBANK NATIONAL ASSOCIATION/OH	$249M	1,146,641	+93,584	ADD
103	Candriam S.C.A.	$249M	1,144,668	+65,579	ADD
104	MENORA MIVTACHIM HOLDINGS LTD.	$248M	1,139,168	+24,355	ADD
105	Creative Planning	$240M	1,103,490	+59,677	ADD
106	Guinness Asset Management LTD	$239M	1,101,015	−72,165	TRIM
107	Mitsubishi UFJ Trust & Banking Corp	$238M	1,095,212	+3,051	ADD
108	PFA Pension, Forsikringsaktieselskab	$238M	1,094,727	+1,094,727	NEW
109	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$237M	1,091,285	−7,827,781	TRIM
110	APG Asset Management N.V.	$236M	1,248,938	+117,344	ADD
111	JENNISON ASSOCIATES LLC	$231M	1,062,732	−124,242	TRIM
112	STOREBRAND ASSET MANAGEMENT AS	$227M	1,041,947	—	NO PRIOR
113	Artemis Investment Management LLP	$227M	1,041,483	+337,485	ADD
114	ProShare Advisors LLC	$226M	1,039,100	+6,126	ADD
115	NOMURA ASSET MANAGEMENT CO LTD	$223M	1,024,824	+42	ADD
116	COMMONWEALTH EQUITY SERVICES, LLC	$218M	1,000,714	−36,768	TRIM
117	Cetera Investment Advisers	$210M	965,429	+15,857	ADD
118	Quantinno Capital Management LP	$207M	952,090	+182,393	ADD
119	STATE OF WISCONSIN INVESTMENT BOARD	$207M	950,731	+31,308	ADD
120	B. Metzler seel. Sohn & Co. AG	$207M	950,385	+116,708	ADD
121	SEB Asset Management AB	$206M	946,326	—	NO PRIOR
122	M&T BANK CORP	$205M	941,726	−33,261	TRIM
123	NATIONAL BANK OF CANADA /FI/	$202M	927,136	−913,933	TRIM
124	Rockefeller Capital Management L.P.	$198M	911,994	+28,350	ADD
125	Chevy Chase Trust Holdings, LLC	$197M	904,397	−25,492	TRIM
126	CREDIT AGRICOLE S A	$195M	897,538	−22,890	TRIM
127	Focus Partners Wealth	$194M	894,467	−17,893	TRIM
128	AQR CAPITAL MANAGEMENT LLC	$193M	888,913	−261,833	TRIM
129	CRAWFORD INVESTMENT COUNSEL INC	$193M	886,415	−7,161	TRIM
130	SEI INVESTMENTS CO	$192M	884,601	+65,445	ADD
131	Vanguard Investments Australia, Ltd.	$192M	881,949	—	NO PRIOR
132	Asset Management One Co., Ltd.	$191M	880,026	−29,224	TRIM
133	BROWN ADVISORY INC	$190M	874,731	−212	TRIM
134	ABN AMRO Bank N.V.	$190M	864,389	−49,474	TRIM
135	Hamlin Capital Management, LLC	$182M	836,466	−98,718	TRIM
136	ZACKS INVESTMENT MANAGEMENT	$177M	815,533	+133,200	ADD
137	KING LUTHER CAPITAL MANAGEMENT CORP	$176M	808,779	−32,920	TRIM
138	Railway Pension Investments Ltd	$174M	800,849	−58,900	TRIM
139	KLP KAPITALFORVALTNING AS	$174M	798,372	+24,300	ADD
140	Retirement Systems of Alabama	$173M	794,570	−667	TRIM
141	SATURNA CAPITAL CORP	$170M	781,671	+781,671	NEW
142	REGIONS FINANCIAL CORP	$161M	739,038	+26,524	ADD
143	OSAIC HOLDINGS, INC.	$158M	726,921	+4,308	ADD
144	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$158M	724,544	+256	ADD
145	Life Cycle Investment Partners Ltd	$157M	722,848	+242,206	ADD
146	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$154M	707,370	−27,275	TRIM
147	CIBC Asset Management Inc	$152M	700,182	+12,103	ADD
148	Swiss Life Asset Management Ltd	$147M	677,469	+48,777	ADD
149	MILLENNIUM MANAGEMENT LLC	$147M	675,757	+655,864	ADD
150	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$146M	673,444	+127	ADD
151	D. E. Shaw & Co., Inc.	$146M	672,990	+1,354	ADD
152	CIBC WORLD MARKET INC.	$146M	670,994	−23,421	TRIM
153	Zurcher Kantonalbank (Zurich Cantonalbank)	$144M	660,576	+660,576	NEW
154	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$141M	650,411	−87	TRIM
155	NewEdge Advisors, LLC	$137M	632,140	+632,140	NEW
156	DnB Asset Management AS	$136M	626,875	+51,768	ADD
157	FIRST MANHATTAN CO. LLC.	$132M	604,832	−1,634	TRIM
158	State of New Jersey Common Pension Fund D	$131M	604,016	+98	ADD
159	HM PAYSON & CO	$131M	601,712	+8,859	ADD
160	Advisors Capital Management, LLC	$131M	601,587	−32,655	TRIM
161	MAI Capital Management	$126M	577,833	+1,766	ADD
162	FIL Ltd	$124M	570,535	−4,979	TRIM
163	Lansforsakringar Fondforvaltning AB (publ)	$123M	566,186	−39,973	TRIM
164	Resona Asset Management Co.,Ltd.	$122M	565,408	+10,331	ADD
165	Tredje AP-fonden	$122M	559,089	−103,754	TRIM
166	MML INVESTORS SERVICES, LLC	$120M	551,567	−107,956	TRIM
167	COMMERCE BANK	$119M	545,072	+80,665	ADD
168	TORONTO DOMINION BANK	$117M	538,014	−542,834	TRIM
169	WORLDQUANT MILLENNIUM ADVISORS LLC	$117M	536,277	−265,519	TRIM
170	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$116M	532,925	+208,281	ADD
171	JUPITER ASSET MANAGEMENT LTD	$115M	529,252	−6,324	TRIM
172	ING GROEP NV	$114M	522,366	−268,669	TRIM
173	Sanders Capital, LLC	$112M	516,593	−15,570	TRIM
174	GREAT LAKES ADVISORS, LLC	$112M	516,202	−52,248	TRIM
175	Empower Advisory Group, LLC	$112M	514,594	+31,987	ADD
176	EVERETT HARRIS & CO /CA/	$112M	513,391	−3,575	TRIM
177	XPONANCE LLC	$111M	511,945	+32,393	ADD
178	Clearbridge Investments, LLC	$111M	509,075	−381,050	TRIM
179	THORNBURG INVESTMENT MANAGEMENT INC	$109M	502,832	+101,822	ADD
180	TD Waterhouse Canada Inc.	$108M	502,971	+447,935	ADD
181	NISSAY ASSET MANAGEMENT CORP /JAPAN	$108M	494,825	+64,026	ADD
182	Tidal Investments LLC	$107M	497,947	+297,845	ADD
183	MetLife Investment Management, LLC	$107M	493,002	−16,177	TRIM
184	PANAGORA ASSET MANAGEMENT INC	$107M	491,314	+215,933	ADD
185	CITADEL ADVISORS LLC	$107M	490,285	−243,066	TRIM
186	Midwest Trust Co	$106M	485,280	+3,331	ADD
187	Arizona State Retirement System	$105M	484,297	−12,120	TRIM
188	Calamos Advisors LLC	$105M	483,670	+17,380	ADD
189	DONALDSON CAPITAL MANAGEMENT, LLC	$105M	482,055	+3,418	ADD
190	Czech National Bank	$105M	481,340	+15,308	ADD
191	NISA INVESTMENT ADVISORS, LLC	$104M	479,659	−203,062	TRIM
192	Sanctuary Advisors, LLC	$104M	479,197	+128	ADD
193	Clark Capital Management Group, Inc.	$103M	474,417	−128,376	TRIM
194	MERCER GLOBAL ADVISORS INC /ADV	$103M	472,644	+42,013	ADD
195	Mirae Asset Global Investments Co., Ltd.	$102M	467,766	−359,137	TRIM
196	CWM, LLC	$101M	464,400	+4,399	ADD
197	STATE OF MICHIGAN RETIREMENT SYSTEM	$100M	461,708	−1,000	TRIM
198	TEACHER RETIREMENT SYSTEM OF TEXAS	$99.3M	456,420	−133,332	TRIM
199	HOMESTEAD ADVISERS CORP	$95.3M	439,401	−91,300	TRIM
200	Steward Partners Investment Advisory, LLC	$95.0M	436,916	+31,840	ADD
201	Allspring Global Investments Holdings, LLC	$94.9M	441,647	+2,169	ADD
202	Lido Advisors, LLC	$94.1M	432,465	+11,334	ADD
203	MUFG Securities EMEA plc	$94.1M	432,445	+360,000	ADD
204	Kestra Advisory Services, LLC	$93.9M	431,581	+20,714	ADD
205	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$93.7M	431,015	+145,084	ADD
206	Capital International, Inc./CA/	$93.6M	430,429	+126,638	ADD
207	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$92.7M	540,541	−96,169	TRIM
208	Glenview Trust Co	$91.6M	421,257	+5,930	ADD
209	LGT Group Foundation	$90.0M	413,651	+89,567	ADD
210	Migdal Insurance & Financial Holdings Ltd.	$89.6M	412,152	+412,152	NEW
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$89.5M	411,700	+596	ADD
212	NewEdge Wealth, LLC	$88.3M	406,062	+8,385	ADD
213	Bank Pictet & Cie (Europe) AG	$87.9M	404,104	−16,899	TRIM
214	CAPITAL ADVISORS INC/OK	$87.4M	401,997	+11,427	ADD
215	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$86.7M	398,709	+59,338	ADD
216	&PARTNERS	$86.3M	396,924	+14,444	ADD
217	BERKSHIRE ASSET MANAGEMENT LLC/PA	$82.8M	380,870	+3,922	ADD
218	EASTERN BANK	$81.5M	374,835	−5,634	TRIM
219	BANQUE PICTET & CIE SA	$81.0M	372,484	−16,440	TRIM
220	Welch Group, LLC	$79.6M	365,933	+365,933	NEW
221	Daiwa Securities Group Inc.	$79.1M	363,737	+19,417	ADD
222	IFM Investors Pty Ltd	$78.6M	361,420	+12,009	ADD
223	HARDING LOEVNER LP	$77.8M	357,816	−13,017	TRIM
224	Connor, Clark & Lunn Investment Management Ltd.	$75.7M	348,241	+254,867	ADD
225	Woodline Partners LP	$75.3M	346,177	+149,913	ADD
226	WELCH & FORBES LLC	$74.7M	343,615	−2,332	TRIM
227	Harvest Portfolios Group Inc.	$74.0M	340,348	+61,352	ADD
228	BENJAMIN EDWARDS INC	$73.7M	338,904	−1,639	TRIM
229	ZWJ INVESTMENT COUNSEL INC	$73.5M	338,160	+2,820	ADD
230	TOCQUEVILLE ASSET MANAGEMENT L.P.	$73.4M	337,526	+3,625	ADD
231	J. Safra Sarasin Holding AG	$73.3M	336,967	+25,665	ADD
232	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$73.1M	336,329	−284	TRIM
233	Union Bancaire Privee, UBP SA	$73.0M	375,984	−67,022	TRIM
234	BCV Asset Management Inc.	$72.9M	335,274	+630	ADD
235	BANK OF NOVA SCOTIA	$71.9M	330,712	−386,275	TRIM
236	Capital Investment Advisors, LLC	$71.9M	330,429	+17,365	ADD
237	AE Wealth Management LLC	$71.6M	329,432	+35,412	ADD
238	ONTARIO TEACHERS PENSION PLAN BOARD	$71.0M	326,361	+47,958	ADD
239	Sumitomo Mitsui DS Asset Management Company, Ltd	$69.8M	321,157	+4,634	ADD
240	GATEWAY INVESTMENT ADVISERS LLC	$69.1M	317,882	−58,398	TRIM
241	Ancora Advisors LLC	$69.1M	317,574	−21,356	TRIM
242	Pinnacle Financial Partners, Inc.	$67.7M	311,375	+2,613	ADD
243	FIDUCIARY TRUST CO	$67.7M	311,267	−15,340	TRIM
244	OP Asset Management Ltd	$67.6M	310,902	—	NO PRIOR
245	Mawer Investment Management Ltd.	$67.4M	309,880	+48,482	ADD
246	Compagnie Lombard Odier SCmA	$67.3M	309,351	−13,113	TRIM
247	Marex Group Ltd	$67.2M	308,994	+307,718	ADD
248	Vanguard Personalized Indexing Management, LLC	$66.4M	305,324	+11,790	ADD
249	USS Investment Management Ltd	$65.0M	298,983	+9,950	ADD
250	CURA WEALTH ADVISORS, LLC	$63.7M	292,983	+11,157	ADD
251	Utah Retirement Systems	$62.6M	288,031	−4,671	TRIM
252	Andra AP-fonden	$61.7M	283,811	+86,969	ADD
253	1832 Asset Management L.P.	$61.2M	281,600	+180,480	ADD
254	UniSuper Management Pty Ltd	$61.1M	281,144	+27,941	ADD
255	ATALANTA SOSNOFF CAPITAL, LLC	$60.5M	278,337	−218,205	TRIM
256	Zurich Insurance Group Ltd/FI	$60.3M	277,386	−102,803	TRIM
257	QRG CAPITAL MANAGEMENT, INC.	$60.2M	276,761	+33,079	ADD
258	LETKO, BROSSEAU & ASSOCIATES INC	$59.8M	275,149	−9,955	TRIM
259	MACQUARIE GROUP LTD	$59.3M	273,227	−712,817	TRIM
260	D.A. DAVIDSON & CO.	$59.3M	272,607	+1,491	ADD
261	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$59.3M	272,530	+1,957	ADD
262	Vest Financial, LLC	$59.2M	272,265	+22,681	ADD
263	Sterling Capital Management LLC	$59.1M	271,898	−3,843	TRIM
264	MV CAPITAL MANAGEMENT, INC.	$58.8M	270,562	−179	TRIM
265	Americana Partners, LLC	$58.4M	268,643	−2,468	TRIM
266	Vinva Investment Management Ltd	$58.1M	272,567	+32,537	ADD
267	Varma Mutual Pension Insurance Co	$58.0M	266,667	+5,000	ADD
268	Private Advisor Group, LLC	$57.9M	266,246	−17,848	TRIM
269	Allworth Financial LP	$57.4M	263,766	−440	TRIM
270	EP Wealth Advisors, LLC	$56.9M	261,651	+4,917	ADD
271	M&G Plc	$56.9M	262,231	+9,286	ADD
272	Distillate Capital Partners LLC	$56.6M	260,373	+40,685	ADD
273	NEOS Investment Management LLC	$56.4M	259,466	−2,319	TRIM
274	Rakuten Investment Management, Inc.	$55.9M	262,298	+29,834	ADD
275	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$55.5M	255,395	+255,395	NEW
276	RWA WEALTH PARTNERS, LLC	$54.9M	252,544	−3,308	TRIM
277	Cardinal Capital Management, Inc.	$54.9M	252,513	+60,677	ADD
278	Cannell & Spears LLC	$54.1M	248,683	−20,949	TRIM
279	Pathstone Holdings, LLC	$53.8M	247,510	+9,618	ADD
280	Fiera Capital Corp	$53.5M	246,062	−4,725	TRIM
281	GUGGENHEIM CAPITAL LLC	$53.4M	245,701	−19,504	TRIM
282	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$53.4M	245,493	+3,176	ADD
283	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$53.0M	243,587	−69,837	TRIM
284	TODD ASSET MANAGEMENT LLC	$52.7M	242,311	+18,280	ADD
285	OFI INVEST ASSET MANAGEMENT	$52.5M	276,671	−2,320	TRIM
286	ABN AMRO INVESTMENT SOLUTIONS	$51.6M	237,318	+105,906	ADD
287	NATIXIS	$50.7M	233,196	−112,180	TRIM
288	WHITTIER TRUST CO	$50.1M	242,308	+5,083	ADD
289	Empowered Funds, LLC	$49.3M	226,836	+78,374	ADD
290	SP Asset Management LLC	$49.2M	226,049	−2,453	TRIM
291	Waverly Advisors, LLC	$48.9M	224,676	+5,800	ADD
292	BRADLEY FOSTER & SARGENT INC/CT	$48.5M	223,125	−4,880	TRIM
293	Investment Management Corp of Ontario	$48.2M	221,396	+40,037	ADD
294	YOUSIF CAPITAL MANAGEMENT, LLC	$46.7M	214,834	−7,652	TRIM
295	CENTRAL TRUST Co	$46.5M	213,747	+1,153	ADD
296	Jefferies Financial Group Inc.	$45.3M	208,359	+104,902	ADD
297	Federation des caisses Desjardins du Quebec	$44.8M	205,779	−3,020	TRIM
298	SAPIENT CAPITAL LLC	$44.6M	204,941	−15,994	TRIM
299	LBP AM SA	$44.4M	204,282	+51,923	ADD
300	AustralianSuper Pty Ltd	$44.4M	204,149	−14,544	TRIM
301	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$44.0M	202,376	−30	TRIM
302	Elo Mutual Pension Insurance Co	$43.9M	201,728	+5,814	ADD
303	INSPIRION WEALTH ADVISORS, LLC	$43.8M	201,337	−2,766	TRIM
304	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$43.8M	201,257	+201,257	NEW
305	BOKF, NA	$43.8M	201,240	−19,503	TRIM
306	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$43.7M	200,978	−2,114	TRIM
307	Beacon Pointe Advisors, LLC	$43.6M	200,691	+47,749	ADD
308	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$42.8M	198,239	+10,396	ADD
309	ATWOOD & PALMER INC	$42.2M	194,148	−228	TRIM
310	Squarepoint Ops LLC	$42.2M	193,871	+119,297	ADD
311	Groupe la Francaise	$42.1M	193,380	+73,045	ADD
312	Blue Chip Partners, LLC	$41.6M	191,381	+1,629	ADD
313	FACTORY MUTUAL INSURANCE CO	$40.6M	186,650	+1,500	ADD
314	PINNACLE ASSOCIATES LTD	$40.5M	186,380	+17,750	ADD
315	ASR Vermogensbeheer N.V.	$40.5M	186,146	+3,284	ADD
316	BRIDGES INVESTMENT MANAGEMENT INC	$40.5M	186,093	−1,294	TRIM
317	RBO & CO LLC	$40.5M	186,062	−2,477	TRIM
318	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$40.4M	185,761	+26,142	ADD
319	SCOTIA CAPITAL INC.	$39.9M	183,643	−4,561	TRIM
320	Wealthfront Advisers LLC	$39.8M	182,934	+2,931	ADD
321	Clarity Financial LLC	$39.7M	182,676	+691	ADD
322	Cresset Asset Management, LLC	$39.5M	181,586	−1,839	TRIM
323	OPPENHEIMER ASSET MANAGEMENT INC.	$39.4M	181,363	−6,215	TRIM
324	DAVENPORT & Co LLC	$39.4M	181,158	−1,257	TRIM
325	Marble Harbor Investment Counsel, LLC	$38.9M	178,895	−3,407	TRIM
326	TWO SIGMA INVESTMENTS, LP	$38.8M	178,418	+63,706	ADD
327	MEYER HANDELMAN CO	$38.8M	178,325	+1,830	ADD
328	Verity & Verity, LLC	$38.6M	177,401	+2,729	ADD
329	KESTRA PRIVATE WEALTH SERVICES, LLC	$38.5M	177,186	+5,266	ADD
330	Vident Advisory, LLC	$38.4M	176,635	+25,365	ADD
331	MOODY LYNN LIEBERSON & WALKER, LLC	$38.3M	176,293	−16,170	TRIM
332	Illinois Municipal Retirement Fund	$38.2M	175,516	+6,875	ADD
333	Carnegie Investment Counsel	$37.5M	182,001	+18,381	ADD
334	FUKOKU MUTUAL LIFE INSURANCE CO	$37.3M	171,442	−419	TRIM
335	Vontobel Holding Ltd.	$37.2M	170,914	+25,190	ADD
336	CITIZENS FINANCIAL GROUP INC/RI	$37.1M	170,368	−4,753	TRIM
337	ADELL HARRIMAN & CARPENTER INC	$36.9M	169,812	−880	TRIM
338	Stratos Wealth Partners, LTD.	$36.6M	168,351	−7,655	TRIM
339	WAYCROSS PARTNERS, LLC	$36.1M	165,943	−16,533	TRIM
340	Voleon Capital Management LP	$35.7M	164,004	+29,739	ADD
341	Savant Capital, LLC	$35.6M	163,461	+849	ADD
342	CONNING INC.	$35.5M	163,437	+6,523	ADD
343	MARTINGALE ASSET MANAGEMENT L P	$35.5M	163,305	+4,751	ADD
344	TUDOR INVESTMENT CORP ET AL	$35.0M	161,053	+47,510	ADD
345	Smith Salley Wealth Management	$35.0M	160,791	+3,415	ADD
346	PATTEN & PATTEN INC/TN	$34.9M	160,444	−2,411	TRIM
347	OSSIAM	$34.7M	159,762	+98,852	ADD
348	PRUDENTIAL PLC	$34.5M	158,795	+2,574	ADD
349	Mesirow Financial Investment Management, Inc.	$34.5M	158,536	+8,023	ADD
350	JOHNSON INVESTMENT COUNSEL INC	$34.4M	158,210	+1,104	ADD
351	LAZARD ASSET MANAGEMENT LLC	$34.3M	157,597	+93,445	ADD
352	NORTH STAR ASSET MANAGEMENT INC	$34.2M	157,128	−748	TRIM
353	Rafferty Asset Management, LLC	$34.0M	156,378	−59,740	TRIM
354	FLPUTNAM INVESTMENT MANAGEMENT CO	$34.0M	156,370	+2,291	ADD
355	GROUPAMA ASSET MANAGMENT	$34.0M	156,150	−3,644	TRIM
356	Concurrent Investment Advisors, LLC	$33.9M	156,097	−1,434	TRIM
357	OPPENHEIMER & CO INC	$33.9M	156,065	−3,382	TRIM
358	Livforsakringsbolaget Skandia, Omsesidigt	$33.8M	155,470	+18,500	ADD
359	Cornerstone Capital, Inc.	$33.6M	154,682	−2,775	TRIM
360	Dana Investment Advisors, Inc.	$33.5M	154,126	+6,620	ADD
361	RENAISSANCE GROUP LLC	$33.3M	153,106	−3,348	TRIM
362	Atria Investments, Inc	$33.1M	152,287	−16,380	TRIM
363	Aviance Capital Partners, LLC	$32.0M	146,965	+1,807	ADD
364	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$31.9M	146,672	−1,971	TRIM
365	Employees Provident Fund Board	$31.6M	145,134	+134	ADD
366	Private Wealth Partners, LLC	$31.1M	142,915	+206	ADD
367	STEPHENS INC /AR/	$30.9M	142,021	−8,371	TRIM
368	KANAWHA CAPITAL MANAGEMENT LLC	$30.8M	141,755	−325	TRIM
369	HB Wealth Management, LLC	$30.7M	141,104	+6,079	ADD
370	MARCO INVESTMENT MANAGEMENT LLC	$30.3M	139,533	+94	ADD
371	Dai-ichi Life Insurance Company, Ltd	$30.3M	139,196	−18,953	TRIM
372	Banco Santander, S.A.	$30.2M	138,790	−6,826	TRIM
373	Jain Global LLC	$30.2M	138,687	+138,687	NEW
374	Orion Porfolio Solutions, LLC	$30.1M	138,202	−26,780	TRIM
375	Cyndeo Wealth Partners, LLC	$29.8M	136,906	+5,016	ADD
376	Sepio Capital, LP	$29.7M	136,728	+10,813	ADD
377	LMCG INVESTMENTS, LLC	$29.7M	136,494	−2,882	TRIM
378	Aptus Capital Advisors, LLC	$29.3M	134,719	−2,786	TRIM
379	Clearstead Advisors, LLC	$29.2M	134,159	+32,397	ADD
380	TCTC Holdings, LLC	$29.1M	133,778	−97	TRIM
381	Kepler Cheuvreux (Suisse) SA	$28.8M	132,518	−4,696	TRIM
382	LEVEL FOUR ADVISORY SERVICES, LLC	$28.8M	132,234	+485	ADD
383	Atlantic Union Bankshares Corp	$28.7M	132,010	+1,245	ADD
384	OMERS ADMINISTRATION Corp	$28.7M	131,981	+25,306	ADD
385	SALEM INVESTMENT COUNSELORS INC	$28.7M	131,895	+288	ADD
386	Meiji Yasuda Asset Management Co Ltd.	$28.7M	131,878	−34,794	TRIM
387	Zuckerman Investment Group, LLC	$28.3M	130,138	+1,654	ADD
388	ADAMS DIVERSIFIED EQUITY FUND, INC.	$28.1M	129,400	−58,300	TRIM
389	ALPS ADVISORS INC	$28.0M	128,678	+6,990	ADD
390	DEARBORN PARTNERS LLC	$27.9M	128,402	−13,549	TRIM
391	World Investment Advisors	$27.8M	127,816	+193	ADD
392	Vestmark Advisory Solutions, Inc.	$27.7M	127,510	+30,233	ADD
393	Rodgers Brothers Inc.	$27.7M	127,462	+490	ADD
394	Talbot Financial, LLC	$27.6M	127,106	+5,371	ADD
395	ROMANO BROTHERS AND COMPANY	$27.3M	125,726	−442	TRIM
396	WEDGE CAPITAL MANAGEMENT L L P/NC	$27.2M	125,199	+1,459	ADD
397	Northwest & Ethical Investments L.P.	$27.2M	125,114	−11,591	TRIM
398	Bank Julius Baer & Co. Ltd, Zurich	$27.1M	124,985	+34,128	ADD
399	HANCOCK WHITNEY CORP	$27.0M	125,422	−5,589	TRIM
400	CI INVESTMENTS INC.	$26.9M	123,910	−89,801	TRIM
401	OLD NATIONAL BANCORP /IN/	$26.7M	122,893	−1,060	TRIM
402	Bruce & Co., Inc.	$26.6M	122,500	0	NO CHANGE
403	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$26.6M	122,181	+122,181	NEW
404	UMB Bank, n.a.	$26.6M	122,095	−1,466	TRIM
405	Apollon Wealth Management, LLC	$26.0M	119,615	+7,638	ADD
406	Snowden Capital Advisors LLC	$25.7M	118,163	−539	TRIM
407	HUB Investment Partners, LLC	$25.5M	117,199	+8,515	ADD
408	Mediolanum International Funds Ltd	$25.0M	117,371	+42,974	ADD
409	NFJ INVESTMENT GROUP, LLC	$24.5M	112,839	+5,128	ADD
410	Alley Investment Management Company, LLC	$24.4M	112,279	+32	ADD
411	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	112,076	+5,342	ADD
412	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$24.3M	111,898	−10,209	TRIM
413	BARTLETT & CO. WEALTH MANAGEMENT LLC	$24.3M	115,758	−1,138	TRIM
414	LETSON INVESTMENT MANAGEMENT, INC.	$24.2M	111,308	+15	ADD
415	Osmosis Investment Management UK Ltd	$24.1M	110,939	−290	TRIM
416	Violich Capital Management, Inc.	$24.0M	110,479	−915	TRIM
417	Cypress Capital Group	$24.0M	110,435	−2,179	TRIM
418	Perigon Wealth Management, LLC	$23.9M	110,052	−1,777	TRIM
419	Walleye Capital LLC	$23.9M	110,005	−60,736	TRIM
420	PARSONS CAPITAL MANAGEMENT INC/RI	$23.9M	109,987	+24,096	ADD
421	GRIMES & Co WEALTH MANAGEMENT, LLC	$23.9M	109,820	+606	ADD
422	Baker Avenue Asset Management, LP	$23.8M	109,383	+24	ADD
423	PDS Planning, Inc	$23.7M	108,916	−1,617	TRIM
424	Capital International Sarl	$23.6M	108,363	+42,527	ADD
425	Norinchukin Bank, The	$23.5M	108,035	+50	ADD
426	INTACT INVESTMENT MANAGEMENT INC.	$23.4M	107,630	+19,840	ADD
427	OSTERWEIS CAPITAL MANAGEMENT INC	$23.4M	107,478	+103,727	ADD
428	MIZUHO SECURITIES USA LLC	$23.2M	106,846	−21,843	TRIM
429	Global X Japan Co., Ltd.	$23.0M	105,921	+4,662	ADD
430	Fisher Funds Management LTD	$22.9M	105,518	−23,961	TRIM
431	PARK NATIONAL CORP /OH/	$22.9M	105,506	+5,910	ADD
432	CHOREO, LLC	$22.9M	105,491	−937	TRIM
433	BRANDYWINE TRUST CO	$22.9M	105,252	−4,771	TRIM
434	Hikari Tsushin, Inc.	$22.8M	104,963	0	NO CHANGE
435	Merit Financial Group, LLC	$22.8M	104,910	+11,615	ADD
436	ASSETMARK, INC	$22.8M	104,898	−3,145	TRIM
437	Equitable Holdings, Inc.	$22.7M	100,213	+21,094	ADD
438	WHITTIER TRUST CO OF NEVADA INC	$22.4M	108,257	+4,211	ADD
439	Miramar Capital, LLC	$22.3M	102,582	−2,423	TRIM
440	Azimuth Capital Investment Management LLC	$22.2M	101,872	−4,751	TRIM
441	HARTFORD INVESTMENT MANAGEMENT CO	$21.9M	100,703	−1,402	TRIM
442	Gotham Asset Management, LLC	$21.5M	99,076	+13,062	ADD
443	GUARDIAN CAPITAL LP	$21.4M	98,560	+18,860	ADD
444	OpenArc Corporate Advisory, LLC	$21.4M	98,522	+15,817	ADD
445	Systematic Alpha Investments, LLC	$21.4M	98,285	0	NO CHANGE
446	Financiere des Professionnels - Fonds d'investissement inc.	$21.3M	97,716	+44,120	ADD
447	Asset Advisors Investment Management, LLC	$20.8M	95,825	−262	TRIM
448	BAR HARBOR WEALTH MANAGEMENT	$20.5M	94,248	+1,156	ADD
449	Banque Cantonale Vaudoise	$20.5M	94,191	+526	ADD
450	Y-Intercept (Hong Kong) Ltd	$20.4M	93,676	+93,676	NEW
451	TORRAY INVESTMENT PARTNERS LLC	$20.4M	93,588	+901	ADD
452	Bellevue Group AG	$20.3M	93,567	−41,292	TRIM
453	Prospera Financial Services Inc	$20.3M	93,241	+3,306	ADD
454	NorthCrest Asset Manangement, LLC	$20.2M	96,500	−37,641	TRIM
455	DDD Partners, LLC	$19.9M	91,397	+2,757	ADD
456	Metis Global Partners, LLC	$19.8M	91,045	−2,937	TRIM
457	Gryphon Financial Partners LLC	$19.8M	91,042	+2,062	ADD
458	Sequoia Financial Advisors, LLC	$19.7M	90,464	−1,199	TRIM
459	Worth Financial Advisory Group, LLC	$19.7M	2,420	−546	TRIM
460	TruWealth Advisors, LLC	$19.6M	90,190	+2,961	ADD
461	Stillwater Capital Advisors, LLC	$19.5M	89,500	−1,126	TRIM
462	Robinhood Asset Management, LLC	$19.4M	89,122	+20,057	ADD
463	Maryland State Retirement & Pension System	$19.4M	89,040	+538	ADD
464	Summit Financial, LLC	$19.4M	89,029	+20,873	ADD
465	Brookstone Capital Management	$19.3M	88,934	−2,480	TRIM
466	Independent Advisor Alliance	$19.3M	88,722	−23,996	TRIM
467	FIRST NATIONAL TRUST CO	$19.1M	87,859	−28,779	TRIM
468	HOWE & RUSLING INC	$19.0M	87,347	+1,207	ADD
469	ELEVATION POINT WEALTH PARTNERS, LLC	$19.0M	87,277	+53,414	ADD
470	Advisors Asset Management, Inc.	$19.0M	87,244	+6,872	ADD
471	MGO ONE SEVEN LLC	$18.9M	86,988	+2,549	ADD
472	Danica Pension, Livsforsikringsaktieselskab	$18.9M	86,880	+86,880	NEW
473	Curi Capital, LLC	$18.7M	86,122	+2,775	ADD
474	BEACON INVESTMENT ADVISORY SERVICES, INC.	$18.7M	86,105	−791	TRIM
475	Aware Super Pty Ltd as trustee of Aware Super	$18.6M	85,652	—	NO PRIOR
476	DAYMARK WEALTH PARTNERS, LLC	$18.4M	84,689	−545	TRIM
477	BRAUN STACEY ASSOCIATES INC	$18.3M	84,259	+1,471	ADD
478	Intesa Sanpaolo S.p.A.	$18.3M	84,186	+3,242	ADD
479	CWA Asset Management Group, LLC	$18.1M	83,314	−290	TRIM
480	Foster Victor Wealth Advisors, LLC	$18.1M	86,128	+4,805	ADD
481	FULTON BREAKEFIELD BROENNIMAN LLC	$18.1M	83,033	−1,663	TRIM
482	Envestnet Portfolio Solutions, Inc.	$18.1M	82,997	−48,455	TRIM
483	FARMERS & MERCHANTS INVESTMENTS INC	$17.9M	82,168	+1,402	ADD
484	Evercore Wealth Management, LLC	$17.8M	81,879	−2,021	TRIM
485	ZEVIN ASSET MANAGEMENT LLC	$17.8M	81,849	−673	TRIM
486	Haverford Trust Co	$17.8M	81,759	−1,035	TRIM
487	NLB Skladi, upravljanje premozenja, d.o.o.	$17.6M	81,121	−822	TRIM
488	Ethic Inc.	$17.6M	80,720	+8,264	ADD
489	Lombard Odier Asset Management (Switzerland) SA	$17.5M	80,658	+6,900	ADD
490	Generali Asset Management SPA SGR	$17.5M	80,486	−5,924	TRIM
491	CULBERTSON A N & CO INC	$17.5M	80,406	+13,269	ADD
492	J.P. Marvel Investment Advisors, LLC	$17.5M	80,333	+2	ADD
493	BLB&B Advisors, LLC	$17.5M	80,267	−4,383	TRIM
494	CONNORS INVESTOR SERVICES INC	$17.4M	80,007	+666	ADD
495	Crossmark Global Holdings, Inc.	$17.4M	79,800	—	NO PRIOR
496	EAGLE GLOBAL ADVISORS LLC	$17.3M	79,649	+25	ADD
497	MEEDER ASSET MANAGEMENT INC	$17.3M	79,562	+9,584	ADD
498	Raub Brock Capital Management LP	$17.3M	79,461	−9,805	TRIM
499	AMERICAN NATIONAL BANK & TRUST	$17.2M	79,126	−119	TRIM
500	GRIFFIN ASSET MANAGEMENT, INC.	$17.1M	78,725	−2,204	TRIM

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

Congress ↔ notable managers · ABBV

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 1 Pete Sessions R–TX-17 $15K–$50K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Bridgewater Associates $63.2M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on ABBV
Date	Who	Change	Size
2026-09-18	Pete Sessions Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-05-15	Tudor Investment Corp 13F	ADD	+47,510 sh
2026-05-15	Gotham Asset Management 13F	ADD	+13,062 sh
2026-05-15	Bridgewater Associates 13F	ADD	+16,153 sh

5 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

54 members of Congress disclosed ABBV — 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).