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 ↗

ALASKA AIR GROUP INC · COM · quarter ended 2026-03-31 · 9 members disclosed ALK ↗

13F filers reporting this class for the quarter ended 2026-03-31: 352
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $3.5B
holders whose share count rose or who opened the position (new + add), by shares: 182
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 95

Holders — quarter ended 2026-03-31

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

13F holders of ALK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$432M	11,749,530	+1,225,487	ADD
2	DIMENSIONAL FUND ADVISORS LP	$233M	6,348,163	+145,484	ADD
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$190M	5,158,704	—	NO PRIOR
4	VANGUARD CAPITAL MANAGEMENT LLC	$186M	5,050,588	—	NO PRIOR
5	AMERICAN CENTURY COMPANIES INC	$182M	4,938,746	+607,182	ADD
6	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$162M	4,397,882	+4,397,882	NEW
7	FMR LLC	$131M	3,552,864	−2,937,863	TRIM
8	Capital World Investors	$130M	3,529,999	+3,529,999	NEW
9	STATE STREET CORP	$128M	3,483,934	+62,742	ADD
10	FRONTIER CAPITAL MANAGEMENT CO LLC	$124M	3,373,587	+1,092,815	ADD
11	PRIMECAP MANAGEMENT CO/CA/	$120M	3,250,329	−10,501	TRIM
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$106M	2,869,970	−92,650	TRIM
13	MORGAN STANLEY	$103M	2,799,367	+878,154	ADD
14	CAUSEWAY CAPITAL MANAGEMENT LLC	$92.0M	2,502,211	+1,067,694	ADD
15	GEODE CAPITAL MANAGEMENT, LLC	$79.1M	2,149,756	−21	TRIM
16	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$62.3M	1,695,062	+1,285,780	ADD
17	UBS Group AG	$61.2M	1,664,846	+618,785	ADD
18	PAR CAPITAL MANAGEMENT INC	$58.2M	1,581,500	0	NO CHANGE
19	AMERIPRISE FINANCIAL INC	$52.4M	1,424,688	−476,895	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$46.5M	1,263,002	+45,027	ADD
21	MILLENNIUM MANAGEMENT LLC	$41.0M	1,113,502	+782,239	ADD
22	BANK OF AMERICA CORP /DE/	$35.5M	965,492	−577,402	TRIM
23	NORTHERN TRUST CORP	$33.2M	902,799	−8,840	TRIM
24	CITADEL ADVISORS LLC	$30.6M	831,666	−1,696,968	TRIM
25	Bank of New York Mellon Corp	$26.7M	726,033	+462	ADD
26	VANGUARD FIDUCIARY TRUST CO	$26.3M	715,704	—	NO PRIOR
27	BARCLAYS PLC	$22.7M	617,667	−547,104	TRIM
28	U S GLOBAL INVESTORS INC	$21.9M	596,572	+140,638	ADD
29	FRANKLIN RESOURCES INC	$21.3M	578,608	−10,551	TRIM
30	Invesco Ltd.	$19.7M	536,225	−437,411	TRIM
31	Lodge Hill Capital, LLC	$18.7M	507,800	+125,000	ADD
32	Baird Financial Group, Inc.	$17.9M	485,967	+485,967	NEW
33	Capital Research Global Investors	$17.5M	475,350	−2,700,000	TRIM
34	MetLife Investment Management, LLC	$16.8M	457,084	+40,347	ADD
35	Point72 Asset Management, L.P.	$15.1M	410,656	−1,416,110	TRIM
36	STIFEL FINANCIAL CORP	$14.2M	386,730	−1,429	TRIM
37	Privium Fund Management (UK) Ltd	$12.7M	351,333	+331,300	ADD
38	Wolf Hill Capital Management, LP	$12.5M	339,183	+339,183	NEW
39	Private Advisory Group LLC	$9.9M	270,007	+43,542	ADD
40	PRINCIPAL FINANCIAL GROUP INC	$9.9M	269,736	+6,706	ADD
41	DELTEC ASSET MANAGEMENT LLC	$9.9M	269,600	+239,600	ADD
42	Allspring Global Investments Holdings, LLC	$9.6M	255,786	+66,553	ADD
43	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$9.5M	258,191	−276,930	TRIM
44	CenterBook Partners LP	$9.5M	258,186	+195,976	ADD
45	LPL Financial LLC	$8.8M	239,456	+88,804	ADD
46	Retirement Systems of Alabama	$8.7M	236,390	+1,338	ADD
47	Atom Investors LP	$8.4M	229,238	+182,791	ADD
48	RAYMOND JAMES FINANCIAL INC	$8.3M	226,502	+12,813	ADD
49	ALLIANCEBERNSTEIN L.P.	$8.0M	158,666	−4,039	TRIM
50	Nuveen, LLC	$7.9M	215,428	+5,557	ADD
51	D.A. DAVIDSON & CO.	$7.8M	211,016	+12,695	ADD
52	FIFTH THIRD BANCORP	$7.7M	209,850	+208,714	ADD
53	Qube Research & Technologies Ltd	$7.6M	206,642	+151,310	ADD
54	ExodusPoint Capital Management, LP	$7.4M	200,757	+200,757	NEW
55	Generate Investment Management Ltd	$7.4M	200,000	−600,000	TRIM
56	Schonfeld Strategic Advisors LLC	$7.3M	199,669	+117,424	ADD
57	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.3M	198,619	+198,619	NEW
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.3M	198,009	+12,050	ADD
59	Rockefeller Capital Management L.P.	$7.1M	192,890	+149,971	ADD
60	swisspartners Advisors Ltd	$7.1M	193,540	+3,250	ADD
61	FIRST TRUST ADVISORS LP	$7.0M	191,504	−23,800	TRIM
62	JANE STREET GROUP, LLC	$6.9M	187,428	+187,428	NEW
63	HSBC HOLDINGS PLC	$6.8M	187,496	+18,982	ADD
64	XTX Topco Ltd	$6.6M	178,629	+164,199	ADD
65	Black Maple Capital Management LP	$6.3M	172,600	+116,100	ADD
66	Channing Capital Management, LLC	$6.3M	170,053	+170,053	NEW
67	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$6.2M	167,728	−42,191	TRIM
68	ARDSLEY ADVISORY PARTNERS LP	$6.1M	165,000	+165,000	NEW
69	Creative Planning	$6.0M	164,455	+48,011	ADD
70	First Washington CORP	$6.0M	164,218	−89	TRIM
71	Turas Capital Management LP	$6.0M	162,900	+162,900	NEW
72	Quantinno Capital Management LP	$5.9M	160,310	−111,194	TRIM
73	Owl Creek Asset Management, L.P.	$5.8M	157,156	+157,156	NEW
74	CITIGROUP INC	$5.0M	137,263	+11,238	ADD
75	TWO SIGMA INVESTMENTS, LP	$4.9M	133,898	−1,155,648	TRIM
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.6M	123,780	−11,264	TRIM
77	AQR CAPITAL MANAGEMENT LLC	$4.3M	121,134	−32,439	TRIM
78	LEVIN CAPITAL STRATEGIES, L.P.	$4.1M	110,269	+51,118	ADD
79	Vanguard Global Advisers, LLC	$4.0M	108,669	—	NO PRIOR
80	NICOLET BANKSHARES INC	$3.8M	103,646	+103,646	NEW
81	Bridgewater Associates, LP	$3.7M	101,832	−171,029	TRIM
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$3.7M	99,355	−74	TRIM
83	Connor, Clark & Lunn Investment Management Ltd.	$3.6M	97,703	−44,756	TRIM
84	Legal & General Group Plc	$3.4M	93,670	−5,065	TRIM
85	Howard Capital Management, LLC	$3.3M	88,490	+1	ADD
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$3.0M	80,331	−3,966	TRIM
87	ROYAL BANK OF CANADA	$2.9M	80,194	−708	TRIM
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.7M	73,168	+3,030	ADD
89	Walleye Capital LLC	$2.6M	70,944	+59,567	ADD
90	WELLS FARGO & COMPANY/MN	$2.6M	69,533	+3,610	ADD
91	Freestone Capital Holdings, LLC	$2.4M	66,551	+66,551	NEW
92	JAG CAPITAL MANAGEMENT, LLC	$2.4M	66,295	−132	TRIM
93	Clearstead Advisors, LLC	$2.3M	62,522	+62,118	ADD
94	OSAIC HOLDINGS, INC.	$2.2M	60,297	+41,741	ADD
95	Amundi	$2.2M	59,956	+59,956	NEW
96	KETTLE HILL CAPITAL MANAGEMENT, LLC	$2.2M	59,553	+59,553	NEW
97	BOOTHBAY FUND MANAGEMENT, LLC	$2.1M	57,072	+43,108	ADD
98	Swiss National Bank	$2.1M	56,900	0	NO CHANGE
99	FIL Ltd	$1.8M	50,000	0	NO CHANGE
100	CM Management, LLC	$1.8M	50,000	+50,000	NEW
101	JACOBS LEVY EQUITY MANAGEMENT, INC	$1.8M	49,355	0	NO CHANGE
102	Brevan Howard Capital Management LP	$1.7M	46,904	+46,904	NEW
103	Fieldview Capital Management, LLC	$1.7M	46,880	+46,880	NEW
104	TRUE Private Wealth Advisors	$1.7M	46,772	+34,782	ADD
105	NEW YORK STATE COMMON RETIREMENT FUND	$1.7M	45,755	−92,588	TRIM
106	STATE OF WISCONSIN INVESTMENT BOARD	$1.7M	45,662	−2,935	TRIM
107	SEI INVESTMENTS CO	$1.7M	45,145	−22,052	TRIM
108	HEARTLAND ADVISORS INC	$1.6M	44,700	+3,540	ADD
109	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.6M	43,933	−4,338	TRIM
110	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.6M	42,060	+33,640	ADD
111	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.5M	42,025	+148	ADD
112	Cetera Investment Advisers	$1.5M	41,825	+6,740	ADD
113	Ellis Investment Partners, LLC	$1.5M	41,020	+111	ADD
114	Oak Thistle LLC	$1.5M	40,964	+18,252	ADD
115	Y-Intercept (Hong Kong) Ltd	$1.4M	39,141	+39,141	NEW
116	AMERICAN ASSETS INC	$1.4M	130,000	+130,000	NEW
117	SHUFRO ROSE & CO LLC	$1.4M	38,800	+15,100	ADD
118	YOUSIF CAPITAL MANAGEMENT, LLC	$1.2M	33,929	−2,278	TRIM
119	D. E. Shaw & Co., Inc.	$1.2M	33,463	+28,029	ADD
120	Mork Capital Management, LLC	$1.2M	32,600	0	NO CHANGE
121	BAILARD, INC.	$1.1M	30,898	+8,008	ADD
122	ENVESTNET ASSET MANAGEMENT INC	$1.1M	30,742	+10,323	ADD
123	US BANCORP \DE\	$1.1M	30,521	+105	ADD
124	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	29,902	−6,544	TRIM
125	Capstone Financial Advisors, Inc.	$1.1M	28,867	+9,327	ADD
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.1M	28,724	−301	TRIM
127	Absolute Gestao de Investimentos Ltda.	$1.0M	28,453	−14,969	TRIM
128	THOMIST CAPITAL MANAGEMENT, LP	$1.0M	28,430	+28,430	NEW
129	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.0M	27,600	+200	ADD
130	VANGUARD ASSET MANAGEMENT, Ltd	$973K	26,466	—	NO PRIOR
131	MACKENZIE FINANCIAL CORP	$962K	26,166	+3,453	ADD
132	Graham Capital Management, L.P.	$958K	26,042	−1,491	TRIM
133	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$945K	25,684	−267	TRIM
134	Alphadyne Asset Management LP	$944K	25,669	+25,669	NEW
135	COZAD ASSET MANAGEMENT INC	$942K	25,600	−8,835	TRIM
136	Summit Trail Advisors, LLC	$930K	25,278	+3,242	ADD
137	Sunpointe, LLC	$928K	25,238	+12,500	ADD
138	Vanguard Personalized Indexing Management, LLC	$919K	24,984	−1,982	TRIM
139	Vontobel Holding Ltd.	$887K	24,127	+13,691	ADD
140	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$864K	23,499	+300	ADD
141	BECKER CAPITAL MANAGEMENT INC	$843K	22,911	−462	TRIM
142	Prospera Financial Services Inc	$843K	22,910	+16,861	ADD
143	Kestra Advisory Services, LLC	$842K	22,880	+5,077	ADD
144	Twin Tree Management, LP	$836K	22,730	+22,730	NEW
145	Cerity Partners LLC	$824K	22,415	−275	TRIM
146	Ameritas Investment Partners, Inc.	$777K	21,119	−138	TRIM
147	Callan Family Office, LLC	$759K	20,632	+20,632	NEW
148	Focus Partners Wealth	$752K	20,453	−10,089	TRIM
149	Pathstone Holdings, LLC	$749K	20,362	−2,066	TRIM
150	BANK OF MONTREAL /CAN/	$748K	20,330	−3	TRIM
151	GUIDANCE CAPITAL, INC	$703K	18,262	+13,214	ADD
152	Phil A. Younker & Associates, Ltd.	$699K	19,000	+14,500	ADD
153	Clear Harbor Asset Management, LLC	$698K	18,965	+58	ADD
154	Permanent Capital Management, LP	$698K	17,835	+5,441	ADD
155	Mutual Advisors, LLC	$696K	18,929	−9,479	TRIM
156	WORLDQUANT MILLENNIUM ADVISORS LLC	$679K	18,455	+18,455	NEW
157	VICTORY CAPITAL MANAGEMENT INC	$668K	18,150	−70,678	TRIM
158	Hudson Bay Capital Management LP	$662K	18,000	−122,395	TRIM
159	DEUTSCHE BANK AG\	$620K	16,852	−209	TRIM
160	Greenfield Seitz Capital Management, LLC	$611K	16,602	−2,570	TRIM
161	Barnett & Company, Inc.	$588K	15,992	−1,000	TRIM
162	XPONANCE LLC	$579K	15,752	+2,989	ADD
163	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$572K	15,543	−2,875	TRIM
164	Verition Fund Management LLC	$558K	15,168	−31,827	TRIM
165	Janus Henderson Group Ltd.	$555K	15,088	0	NO CHANGE
166	Credit Capital Investments LLC	$552K	15,000	+10,000	ADD
167	Corient Private Wealth LLC	$497K	13,663	−110,624	TRIM
168	Dorsey & Whitney Trust CO LLC	$482K	13,105	+54	ADD
169	M&T BANK CORP	$456K	12,392	+1,340	ADD
170	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$434K	11,788	−431	TRIM
171	Harvest Portfolios Group Inc.	$419K	11,402	−1,829	TRIM
172	GROUP ONE TRADING LLC	$418K	11,367	−88,232	TRIM
173	WINTON GROUP Ltd	$416K	11,300	+11,300	NEW
174	Merit Financial Group, LLC	$415K	11,274	+4,131	ADD
175	OCCUDO QUANTITATIVE STRATEGIES LP	$413K	10,571	−4,435	TRIM
176	HighTower Advisors, LLC	$409K	11,108	+1,068	ADD
177	One68 Global Capital, LLC	$405K	11,000	+11,000	NEW
178	Brooklyn Investment Group	$404K	10,983	+10,983	NEW
179	Empowered Funds, LLC	$401K	10,897	+10,897	NEW
180	AXQ CAPITAL, LP	$400K	10,875	+10,875	NEW
181	NISA INVESTMENT ADVISORS, LLC	$389K	10,584	+2,474	ADD
182	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$389K	10,422	−3,830	TRIM
183	&PARTNERS	$386K	10,040	+10,040	NEW
184	Sequoia Financial Advisors, LLC	$385K	10,472	−2,701	TRIM
185	CWM, LLC	$373K	10,148	−2,031	TRIM
186	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$367K	9,970	+9,970	NEW
187	Headlands Technologies LLC	$367K	9,975	+9,975	NEW
188	Plan Group Financial, LLC	$358K	9,737	−1,576	TRIM
189	Qsemble Capital Management, LP	$348K	9,455	−6,478	TRIM
190	Institute for Wealth Management, LLC.	$346K	9,416	−100	TRIM
191	Zurcher Kantonalbank (Zurich Cantonalbank)	$339K	9,222	+9,222	NEW
192	RWA WEALTH PARTNERS, LLC	$337K	9,167	−874	TRIM
193	FEDERATED HERMES, INC.	$335K	9,113	−215	TRIM
194	Aspire Capital Advisors LLC	$332K	9,022	+10	ADD
195	Scientech Research LLC	$332K	9,021	+2,755	ADD
196	HUNTINGTON NATIONAL BANK	$330K	8,961	+8,961	NEW
197	VOYA INVESTMENT MANAGEMENT LLC	$326K	8,867	−9,168	TRIM
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$325K	8,843	+8,843	NEW
199	PINNACLE ASSOCIATES LTD	$325K	8,837	+87	ADD
200	Freestone Grove Partners LP	$324K	8,815	−965,767	TRIM
201	COLDSTREAM CAPITAL MANAGEMENT INC	$323K	8,775	+3,179	ADD
202	QUADRANT CAPITAL GROUP LLC	$315K	8,573	+285	ADD
203	SECURIAN ASSET MANAGEMENT, INC	$309K	8,389	0	NO CHANGE
204	Advisors Asset Management, Inc.	$302K	8,214	−583	TRIM
205	Arizona State Retirement System	$293K	7,966	−33	TRIM
206	Waverly Advisors, LLC	$279K	7,587	+7,587	NEW
207	HANCOCK WHITNEY CORP	$279K	7,134	+7,134	NEW
208	Crossmark Global Holdings, Inc.	$278K	7,556	—	NO PRIOR
209	AUXIER ASSET MANAGEMENT LLC	$278K	7,555	−200	TRIM
210	Quantbot Technologies LP	$276K	7,508	+7,508	NEW
211	MERCER GLOBAL ADVISORS INC /ADV	$272K	7,406	−1,868	TRIM
212	Calamos Advisors LLC	$270K	7,337	+7,337	NEW
213	Calamos Wealth Management LLC	$270K	7,337	+7,337	NEW
214	Vanguard Investments Australia, Ltd.	$262K	7,121	—	NO PRIOR
215	EVERGREEN CAPITAL MANAGEMENT LLC	$260K	7,058	−977	TRIM
216	GUGGENHEIM CAPITAL LLC	$250K	6,808	+478	ADD
217	GFG Capital, LLC	$248K	6,731	+6,731	NEW
218	Numerai GP LLC	$246K	6,685	+6,685	NEW
219	MIRABELLA FINANCIAL SERVICES LLP	$246K	6,675	+6,675	NEW
220	Atria Investments, Inc	$244K	6,627	+6,627	NEW
221	PRUDENTIAL FINANCIAL INC	$243K	6,600	−6,440	TRIM
222	KLP KAPITALFORVALTNING AS	$235K	6,400	+400	ADD
223	NAVELLIER & ASSOCIATES INC	$234K	6,361	+6,361	NEW
224	Ethic Inc.	$233K	6,323	−589	TRIM
225	QRG CAPITAL MANAGEMENT, INC.	$225K	6,110	−2,266	TRIM
226	Utah Retirement Systems	$224K	6,100	0	NO CHANGE
227	Bensler, LLC	$222K	6,048	+180	ADD
228	Maryland State Retirement & Pension System	$216K	5,864	0	NO CHANGE
229	Counterpoint Mutual Funds LLC	$214K	5,816	+5,816	NEW
230	Laird Norton Wetherby Trust Company, LLC	$212K	5,751	−332	TRIM
231	Retirement Planning Co of New England, Inc.	$211K	5,726	+5,726	NEW
232	CUTLER INVESTMENT COUNSEL LLC	$210K	5,709	−1,529	TRIM
233	Engineers Gate Manager LP	$208K	5,642	+17	ADD
234	Quadcap Wealth Management, LLC	$206K	5,609	−4,724	TRIM
235	Gotham Asset Management, LLC	$200K	5,447	−675,662	TRIM
236	First Pacific Financial	$173K	4,711	−2,449	TRIM
237	Allworth Financial LP	$156K	4,246	+230	ADD
238	Caitong International Asset Management Co., Ltd	$151K	4,095	+4,095	NEW
239	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$144K	3,921	−2,422	TRIM
240	State of Wyoming	$143K	3,896	−4,599	TRIM
241	Byrne Asset Management LLC	$142K	3,852	+3,852	NEW
242	Tower Research Capital LLC (TRC)	$135K	3,662	−2,667	TRIM
243	Sterling Capital Management LLC	$122K	3,329	−2,433	TRIM
244	Leonteq Securities AG	$120K	3,270	−8,228	TRIM
245	SIGNATUREFD, LLC	$109K	2,966	−28	TRIM
246	Beacon Pointe Advisors, LLC	$104K	2,823	+2,823	NEW
247	Blue Trust, Inc.	$83.3K	2,265	−22	TRIM
248	Westfuller Advisors, LLC	$83.3K	2,264	−145	TRIM
249	Tradewinds Capital Management, LLC	$75.0K	2,040	0	NO CHANGE
250	Ensign Peak Advisors, Inc	$68.9K	1,872	0	NO CHANGE
251	Aster Capital Management (DIFC) Ltd	$64.8K	1,317	+1,317	NEW
252	Sunrise Financial Services, LLC	$54.2K	1,474	0	NO CHANGE
253	Quarry LP	$53.6K	1,456	−51	TRIM
254	UMB Bank, n.a.	$47.2K	1,283	+210	ADD
255	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$46.2K	1,256	0	NO CHANGE
256	MAI Capital Management	$41.3K	1,124	+403	ADD
257	Millstone Evans Group, LLC	$37.6K	1,023	0	NO CHANGE
258	Pacific Center for Financial Services	$36.8K	1,000	0	NO CHANGE
259	BNP Paribas Asset Management Holding S.A.	$26.7K	726	+222	ADD
260	First Command Advisory Services, Inc.	$25.2K	685	+685	NEW
261	WealthCollab, LLC	$23.8K	647	0	NO CHANGE
262	SBI Securities Co., Ltd.	$23.5K	640	−270	TRIM
263	Smartleaf Asset Management LLC	$22.3K	653	+2	ADD
264	SIMPLEX TRADING, LLC	$21.7K	589	+589	NEW
265	CVA Family Office, LLC	$20.4K	554	+194	ADD
266	Steward Partners Investment Advisory, LLC	$19.8K	539	0	NO CHANGE
267	Medallion Wealth Advisors, LLC	$18.4K	500	—	NO PRIOR
268	South Dakota Investment Council	$16.5K	448,271	+39,708	ADD
269	Compound Global Advisors, LLC	$14.7K	400	+400	NEW
270	CENTRAL TRUST Co	$14.4K	391	0	NO CHANGE
271	LSV ASSET MANAGEMENT	$12.1K	329,199	−2,700	TRIM
272	TopTier Wealth Management, LLC	$11.7K	317	+317	NEW
273	Eurizon Capital SGR S.p.A.	$11.2K	326	+326	NEW
274	Clearstead Trust, LLC	$10.7K	291	+238	ADD
275	Keating Financial Advisory Services, Inc.	$9.5K	259	+240	ADD
276	Atlantic Union Bankshares Corp	$9.3K	254	0	NO CHANGE
277	Parkside Financial Bank & Trust	$9.3K	254	+25	ADD
278	ASSETMARK, INC	$8.8K	240	−1,334	TRIM
279	Seneschal Advisors, LLC	$8.5K	232	0	NO CHANGE
280	Hamrick Investment Counsel, llc	$8.3K	225	—	NO PRIOR
281	Pinnacle Wealth Planning Services, Inc.	$7.4K	200	+18	ADD
282	Twin Lakes Capital Management, LLC	$7.4K	200	0	NO CHANGE
283	Hilton Head Capital Partners, LLC	$6.8K	184	0	NO CHANGE
284	Larson Financial Group LLC	$5.9K	160	−7	TRIM
285	Manchester Capital Management LLC	$5.5K	150	−16	TRIM
286	1 NORTH WEALTH SERVICES LLC	$5.5K	150	0	NO CHANGE
287	Bell Investment Advisors, Inc	$5.5K	150	+12	ADD
288	THOMPSON SIEGEL & WALMSLEY LLC	$5.5K	148,534	−8,325	TRIM
289	JPL Wealth Management, LLC	$4.8K	131	+131	NEW
290	Breakwater Investment Management	$4.7K	128	0	NO CHANGE
291	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	$4.5K	123,160	+23,690	ADD
292	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$4.5K	122	+122	NEW
293	Salomon & Ludwin, LLC	$4.0K	107	+107	NEW
294	MATHER GROUP, LLC.	$3.9K	105	+105	NEW
295	BELLEVUE ASSET MANAGEMENT, LLC	$3.7K	100	−63	TRIM
296	Signature Resources Capital Management, LLC	$3.7K	100	0	NO CHANGE
297	FARMERS & MERCHANTS INVESTMENTS INC	$3.6K	99	0	NO CHANGE
298	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$3.4K	91,868	−5,173	TRIM
299	Mitsubishi UFJ Asset Management Co., Ltd.	$3.3K	89	0	NO CHANGE
300	Lesa Sroufe & Co	$3.1K	84,233	+47,884	ADD
301	JFS WEALTH ADVISORS, LLC	$2.9K	79	−32	TRIM
302	Cromwell Holdings LLC	$2.5K	69	0	NO CHANGE
303	Geneos Wealth Management Inc.	$2.4K	64	−77	TRIM
304	ELEVATION WEALTH PARTNERS, LLC	$2.2K	60	+60	NEW
305	CANADA LIFE ASSURANCE Co	$2.1K	56,467	+44	ADD
306	True Wealth Design, LLC	$2.0K	53	−20	TRIM
307	AMALGAMATED BANK	$1.9K	52,166	−1,399	TRIM
308	Treasurer of the State of North Carolina	$1.8K	49,173	+1,043	ADD
309	GSA CAPITAL PARTNERS LLP	$1.8K	49,103	+39,582	ADD
310	EXCHANGE TRADED CONCEPTS, LLC	$1.7K	45	+45	NEW
311	Maxi Investments CY Ltd	$1.5K	40,000	+40,000	NEW
312	Financial Perspectives, Inc	$1.5K	40	0	NO CHANGE
313	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$1.4K	38,595	0	NO CHANGE
314	ALGERT GLOBAL LLC	$1.4K	36,900	−22,371	TRIM
315	Addison Advisors LLC	$1.3K	35	0	NO CHANGE
316	Elevated Capital Advisors, LLC	$1.2K	32	0	NO CHANGE
317	MCF Advisors LLC	$1.1K	31	—	NO PRIOR
318	Owl Creek Wealth Partners LLC	$1.1K	30	—	NO PRIOR
319	Nemes Rush Group LLC	$1.1K	30	+10	ADD
320	DiNuzzo Private Wealth, Inc.	$1.1K	29	+5	ADD
321	Sachetta, LLC	$1.0K	28	0	NO CHANGE
322	Retirement Wealth Solutions LLC	$994	27	−13	TRIM
323	THRIVENT FINANCIAL FOR LUTHERANS	$950	25,829	−12,585	TRIM
324	Transamerica Financial Advisors, LLC	$882	24	+4	ADD
325	Rialto Wealth Management, LLC	$846	23	+20	ADD
326	Physician Wealth Advisors, Inc.	$736	20	−4	TRIM
327	TFC Financial Management, Inc.	$699	19	+1	ADD
328	HOEY INVESTMENTS, INC	$663	18	0	NO CHANGE
329	SJS Investment Consulting Inc.	$626	17	+5	ADD
330	Virtu Financial LLC	$618	16,799	+16,799	NEW
331	Kilter Group LLC	$552	15	0	NO CHANGE
332	Grove Bank & Trust	$515	14	0	NO CHANGE
333	NATIONAL BANK OF CANADA /FI/	$441	12	0	NO CHANGE
334	State of Alaska, Department of Revenue	$420	11,421	0	NO CHANGE
335	MV CAPITAL MANAGEMENT, INC.	$368	10	0	NO CHANGE
336	HFM Investment Advisors, LLC	$368	10	+5	ADD
337	Vermillion Wealth Management, Inc.	$257	7	+7	NEW
338	SHP Wealth Management	$257	7	+7	NEW
339	Hartford Financial Management Inc.	$184	5	0	NO CHANGE
340	GHP Investment Advisors, Inc.	$184	5	+5	NEW
341	Cassaday & Co Wealth Management LLC	$184	5	+5	NEW
342	Valued Wealth Advisors LLC	$184	5	+2	ADD
343	Murphy & Mullick Capital Management Corp	$184	5	0	NO CHANGE
344	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$134	3,650	0	NO CHANGE
345	PRIVATE TRUST CO NA	$110	3	−385	TRIM
346	Rakuten Securities, Inc.	$37	1	0	NO CHANGE
347	KBC Group NV	$36	970	0	NO CHANGE
348	Capital Analysts, LLC	$28	768	+575	ADD
349	Smithfield Trust Co	$12	315	0	NO CHANGE
350	HAZLETT, BURT & WATSON, INC.	$2	65	0	NO CHANGE
351	CX Institutional	$2	62	0	NO CHANGE
352	Avion Wealth	$0	15	0	NO CHANGE
353	VANGUARD GROUP INC	—	—	−11,059,404	EXIT
354	MML INVESTORS SERVICES, LLC	—	—	−5,352	EXIT
355	SouthState Bank Corp	—	—	−5	EXIT
356	MEEDER ASSET MANAGEMENT INC	—	—	−13,369	EXIT
357	HARBOUR INVESTMENTS, INC.	—	—	−485	EXIT
358	CRAWFORD INVESTMENT COUNSEL INC	—	—	−6,870	EXIT
359	PANAGORA ASSET MANAGEMENT INC	—	—	−4,084	EXIT
360	COMERICA BANK	—	—	−160,298	EXIT
361	MAVERICK CAPITAL LTD	—	—	−44,862	EXIT
362	TORONTO DOMINION BANK	—	—	−6	EXIT
363	NATIXIS ADVISORS, LLC	—	—	−22,422	EXIT
364	CIBC Asset Management Inc	—	—	−4,034	EXIT
365	GREAT LAKES ADVISORS, LLC	—	—	−22,522	EXIT
366	COBALT CAPITAL MANAGEMENT, INC.	—	—	−260,000	EXIT
367	RBF Capital, LLC	—	—	−20,000	EXIT
368	GREENLEAF TRUST	—	—	−4,698	EXIT
369	NOMURA HOLDINGS INC	—	—	−57,564	EXIT
370	COUNTRY TRUST BANK	—	—	−890	EXIT
371	DIAMOND HILL CAPITAL MANAGEMENT INC	—	—	−287,930	EXIT
372	BALYASNY ASSET MANAGEMENT L.P.	—	—	−1,787,099	EXIT
373	TOWLE & CO	—	—	−132,291	EXIT
374	NATIXIS	—	—	−63	EXIT
375	CIBC Private Wealth Group LLC	—	—	−223	EXIT
376	Cadence Bank	—	—	−9,125	EXIT
377	ProShare Advisors LLC	—	—	−4,651	EXIT
378	Baker Ellis Asset Management LLC	—	—	−4,094	EXIT
379	NORGES BANK	—	—	−181,416	EXIT
380	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−10,565	EXIT
381	Walleye Trading LLC	—	—	−8,537	EXIT
382	PEAK6 LLC	—	—	−64,686	EXIT
383	MidWestOne Financial Group, Inc.	—	—	−26,613	EXIT
384	J. Goldman & Co LP	—	—	−386,094	EXIT
385	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	—	—	−5,599	EXIT
386	Quantitative Investment Management, LLC	—	—	−8,923	EXIT
387	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−29,782	EXIT
388	MOORE CAPITAL MANAGEMENT, LP	—	—	−120,303	EXIT
389	BENJAMIN EDWARDS INC	—	—	−4,622	EXIT
390	IMC-Chicago, LLC	—	—	−39,097	EXIT
391	HRT FINANCIAL LP	—	—	−137,538	EXIT
392	TWO SIGMA ADVISERS, LP	—	—	−687,900	EXIT
393	Savant Capital, LLC	—	—	−4,016	EXIT
394	Allianz Asset Management GmbH	—	—	−108,818	EXIT
395	MANGROVE PARTNERS IM, LLC	—	—	−5,234	EXIT
396	BANQUE PICTET & CIE SA	—	—	−5,824	EXIT
397	PICTON MAHONEY ASSET MANAGEMENT	—	—	−67,941	EXIT
398	Chicago Partners Investment Group LLC	—	—	−5,001	EXIT
399	Arax Advisory Partners	—	—	−6,311	EXIT
400	Shellback Capital, LP	—	—	−140,000	EXIT
401	Lighthouse Investment Partners, LLC	—	—	−100,000	EXIT
402	ARMISTICE CAPITAL, LLC	—	—	−9,834	EXIT
403	Moors & Cabot, Inc.	—	—	−5,150	EXIT
404	Caprock Group, LLC	—	—	−6,799	EXIT
405	KESTRA PRIVATE WEALTH SERVICES, LLC	—	—	−5,016	EXIT
406	Versor Investments LP	—	—	−21,713	EXIT
407	Quadrature Capital Ltd	—	—	−25,263	EXIT
408	NWAM LLC	—	—	−5,349	EXIT
409	Clarius Group, LLC	—	—	−30,493	EXIT
410	Holocene Advisors, LP	—	—	−93,381	EXIT
411	McIlrath & Eck, LLC	—	—	−1,965	EXIT
412	Redwood Investment Management, LLC	—	—	−21,985	EXIT
413	Verdence Capital Advisors LLC	—	—	−11,814	EXIT
414	Shay Capital LLC	—	—	−31,887	EXIT
415	180 WEALTH ADVISORS, LLC	—	—	−4,212	EXIT
416	Global Retirement Partners, LLC	—	—	−2,327	EXIT
417	tru Independence LLC	—	—	−102,001	EXIT
418	Cinctive Capital Management LP	—	—	−11,766	EXIT
419	Parcion Private Wealth LLC	—	—	−5,132	EXIT
420	PING CAPITAL MANAGEMENT, INC.	—	—	−4,000	EXIT
421	Capital Advisors Wealth Management, LLC	—	—	−4,730	EXIT
422	Optiver Holding B.V.	—	—	−185	EXIT
423	TUCKER ASSET MANAGEMENT LLC	—	—	−128	EXIT
424	AlphaQuest LLC	—	—	−1,172	EXIT
425	Forum Financial Management, LP	—	—	−4,546	EXIT
426	SageView Advisory Group, LLC	—	—	−653	EXIT
427	Fortitude Advisory Group L.L.C.	—	—	−4,635	EXIT
428	Dunhill Financial, LLC	—	—	−7	EXIT
429	Polymer Capital Management (US) LLC	—	—	−32,928	EXIT
430	LECAP ASSET MANAGEMENT LTD	—	—	−5,906	EXIT
431	Delta Global Management LP	—	—	−43,736	EXIT
432	Pictet Asset Management Holding SA	—	—	−4,043	EXIT
433	Concurrent Investment Advisors, LLC	—	—	−5,308	EXIT
434	Private Wealth Management Group, LLC	—	—	−45	EXIT
435	Jain Global LLC	—	—	−1,067,255	EXIT
436	Motiv8 Investments LLC	—	—	−50	EXIT
437	Havemeyer Place LP	—	—	−7,400	EXIT
438	Kera Capital Partners, Inc.	—	—	−4,746	EXIT
439	Bayforest Capital Ltd	—	—	−2,983	EXIT
440	Heights Point Management, LP	—	—	−108,980	EXIT
441	SummitTX Capital, L.P.	—	—	−272,524	EXIT
442	Pacific Asset Management, LLC	—	—	−4,050	EXIT
443	Momentous Wealth Management, Inc.	—	—	−4,607	EXIT
444	North Dakota State Investment Board	—	—	−4,062	EXIT
445	OPTIMA CAPITAL LLC	—	—	−12	EXIT
446	Quattro Advisors LLC	—	—	−18	EXIT
447	Gunpowder Capital Management, LLC dba Oliver Wealth Management	—	—	−35	EXIT

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

Congress ↔ notable managers · ALK

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: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Bridgewater Associates, Gotham Asset Management, Moore Capital Management $3.9M held

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

Merged timeline of congressional filings and notable-manager moves on ALK
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-05-15	Bridgewater Associates 13F	TRIM	−171,029 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−675,662 sh
2026-05-15	Moore Capital Management 13F	EXIT	−120,303 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

9 members of Congress disclosed ALK — 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).