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 ↗

ADVANCED MICRO DEVICES INC · CMN · quarter ended 2026-03-31 · 27 members disclosed AMD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,638 holders are listed, largest first: 2,638
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $198B
holders whose share count rose or who opened the position (new + add), by shares: 1,428
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 263

Holders — quarter ended 2026-03-31

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

13F holders of AMD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$29.6B	145,574,284	−1,954,524	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$21.6B	105,940,266	—	NO PRIOR
3	STATE STREET CORP	$15.2B	74,771,220	−148,056	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$8.1B	39,791,086	+2,206,241	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$7.6B	37,603,675	—	NO PRIOR
6	MORGAN STANLEY	$4.8B	23,781,608	−1,260,211	TRIM
7	JPMORGAN CHASE & CO	$4.8B	24,248,547	+3,336,658	ADD
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.9B	19,192,764	+561,982	ADD
9	NORTHERN TRUST CORP	$3.3B	16,427,217	−183,823	TRIM
10	Invesco Ltd.	$3.3B	16,224,704	+751,424	ADD
11	FMR LLC	$3.1B	15,288,771	+977,404	ADD
12	Amundi	$2.8B	13,680,956	−2,147,939	TRIM
13	GOLDMAN SACHS GROUP INC	$2.5B	12,283,096	+3,134,900	ADD
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.4B	11,900,631	+302,610	ADD
15	BARCLAYS PLC	$2.3B	11,465,537	−1,293,039	TRIM
16	Legal & General Group Plc	$2.3B	11,262,769	−182,556	TRIM
17	Bank of New York Mellon Corp	$2.1B	10,354,081	+416,643	ADD
18	BANK OF AMERICA CORP /DE/	$2.1B	10,161,481	−2,489,248	TRIM
19	JENNISON ASSOCIATES LLC	$1.9B	9,427,377	−1,482,933	TRIM
20	VANGUARD FIDUCIARY TRUST CO	$1.9B	9,307,984	—	NO PRIOR
21	DEUTSCHE BANK AG\	$1.7B	8,258,350	−866,063	TRIM
22	UBS Group AG	$1.6B	7,816,763	+1,742,659	ADD
23	WELLINGTON MANAGEMENT GROUP LLP	$1.4B	6,968,977	−1,893,921	TRIM
24	Nuveen, LLC	$1.3B	6,529,913	+476,463	ADD
25	CITIGROUP INC	$1.2B	6,108,876	+1,194,352	ADD
26	Clear Street Group Inc.	$1.1B	5,501,140	−29,885	TRIM
27	Sumitomo Mitsui Trust Group, Inc.	$1.1B	5,268,393	−108,278	TRIM
28	ROYAL BANK OF CANADA	$1.1B	5,179,586	−796,022	TRIM
29	DIMENSIONAL FUND ADVISORS LP	$1.0B	5,142,516	+291,165	ADD
30	BANK OF MONTREAL /CAN/	$1.0B	5,131,488	+499,959	ADD
31	VICTORY CAPITAL MANAGEMENT INC	$1.0B	5,094,196	−1,257,460	TRIM
32	Swiss National Bank	$972M	4,778,075	+331,100	ADD
33	Assenagon Asset Management S.A.	$959M	4,713,907	−1,277,390	TRIM
34	WELLS FARGO & COMPANY/MN	$944M	4,640,810	−1,473,795	TRIM
35	NATIONAL BANK OF CANADA /FI/	$919M	4,517,318	+2,645,339	ADD
36	FRANKLIN RESOURCES INC	$877M	4,310,573	−437,261	TRIM
37	HSBC HOLDINGS PLC	$869M	4,274,998	−4,421,036	TRIM
38	NORDEA INVESTMENT MANAGEMENT AB	$857M	4,302,573	−59,744	TRIM
39	BNP Paribas Asset Management Holding S.A.	$852M	4,187,684	−119,275	TRIM
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$847M	4,165,295	+1,599,050	ADD
41	OSSIAM	$808M	3,973,284	+1,128,305	ADD
42	D. E. Shaw & Co., Inc.	$784M	3,853,311	−3,277,557	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$783M	3,846,779	+266,633	ADD
44	Vanguard Global Advisers, LLC	$727M	3,573,327	—	NO PRIOR
45	National Pension Service	$723M	3,551,712	+3,551,712	NEW
46	RAYMOND JAMES FINANCIAL INC	$712M	3,499,757	+105,110	ADD
47	CANADA PENSION PLAN INVESTMENT BOARD	$699M	3,438,286	−962,305	TRIM
48	Polar Capital Holdings Plc	$693M	3,405,482	+646,252	ADD
49	Swedbank AB	$681M	3,346,527	+913,055	ADD
50	AMERIPRISE FINANCIAL INC	$630M	3,097,179	−510,927	TRIM
51	Rafferty Asset Management, LLC	$606M	2,976,776	−757,182	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$569M	2,795,806	—	NO PRIOR
53	RHUMBLINE ADVISERS	$562M	2,763,506	−30,903	TRIM
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$561M	2,759,933	−174,088	TRIM
55	ALLIANCEBERNSTEIN L.P.	$552M	2,576,111	−50,834	TRIM
56	PARNASSUS INVESTMENTS, LLC	$550M	2,703,880	+240,721	ADD
57	Focus Partners Wealth	$545M	2,678,423	+782,861	ADD
58	Neuberger Berman Group LLC	$517M	2,541,282	+943,735	ADD
59	ProShare Advisors LLC	$514M	2,524,725	−591,180	TRIM
60	LPL Financial LLC	$493M	2,425,334	+59,936	ADD
61	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$491M	2,413,062	+191,122	ADD
62	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$486M	2,396,430	−168,381	TRIM
63	SCHRODER INVESTMENT MANAGEMENT GROUP	$466M	2,291,343	−122,832	TRIM
64	Pictet Asset Management Holding SA	$387M	1,904,241	−431,356	TRIM
65	NEW YORK STATE COMMON RETIREMENT FUND	$386M	1,897,574	+5,600	ADD
66	Winslow Capital Management, LLC	$386M	1,895,428	+1,063,698	ADD
67	PRINCIPAL FINANCIAL GROUP INC	$379M	1,860,748	+40,096	ADD
68	Universal- Beteiligungs- und Servicegesellschaft mbH	$361M	1,784,140	+144,526	ADD
69	SEI INVESTMENTS CO	$355M	1,744,530	+442,463	ADD
70	Capital Research Global Investors	$352M	1,730,633	−27,472	TRIM
71	TORONTO DOMINION BANK	$342M	1,681,057	−264,474	TRIM
72	Hudson Bay Capital Management LP	$330M	1,622,810	−727,190	TRIM
73	Aberdeen Group plc	$316M	1,555,562	+44,397	ADD
74	Artisan Partners Limited Partnership	$314M	1,541,203	+13,928	ADD
75	Mirae Asset Global Investments Co., Ltd.	$309M	1,517,871	−261,438	TRIM
76	TD ASSET MANAGEMENT INC	$302M	1,485,112	+125,026	ADD
77	London & Capital Asset Management Ltd	$302M	1,484,594	+246,045	ADD
78	Amova Asset Management Americas, Inc.	$302M	1,484,939	+63,242	ADD
79	MILLENNIUM MANAGEMENT LLC	$294M	1,443,561	+527,309	ADD
80	SRS Investment Management, LLC	$293M	1,442,552	−193,078	TRIM
81	Point72 Asset Management, L.P.	$288M	1,414,656	+868,663	ADD
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$288M	1,413,874	−12,967	TRIM
83	AVIVA PLC	$284M	1,396,327	+39,920	ADD
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$283M	1,390,861	−76,828	TRIM
85	TWO SIGMA INVESTMENTS, LP	$279M	1,372,004	+29,713	ADD
86	ADAGE CAPITAL PARTNERS GP, L.L.C.	$270M	1,325,594	−59,200	TRIM
87	Tidal Investments LLC	$268M	1,315,796	+302,945	ADD
88	Bridgewater Associates, LP	$263M	1,292,767	−363,760	TRIM
89	VOYA INVESTMENT MANAGEMENT LLC	$253M	1,245,660	−591,949	TRIM
90	CAXTON ASSOCIATES LLP	$253M	1,243,700	−961,381	TRIM
91	Korea Investment CORP	$244M	1,200,228	−70,560	TRIM
92	Alyeska Investment Group, L.P.	$243M	1,192,822	+1,192,822	NEW
93	NOMURA HOLDINGS INC	$242M	1,190,468	+384,642	ADD
94	FIRST TRUST ADVISORS LP	$241M	1,186,116	−174,539	TRIM
95	EMINENCE CAPITAL, LP	$239M	1,176,963	+208,522	ADD
96	CIBC Bancorp USA Inc.	$235M	1,154,972	—	NO PRIOR
97	PRUDENTIAL FINANCIAL INC	$232M	1,140,300	−397,827	TRIM
98	NEOS Investment Management LLC	$229M	1,126,400	+248,260	ADD
99	US BANCORP \DE\	$228M	1,122,821	−3,044	TRIM
100	PRIMECAP MANAGEMENT CO/CA/	$214M	1,049,520	+173,821	ADD
101	DANSKE BANK A/S	$213M	1,047,343	+153,526	ADD
102	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$212M	1,042,594	−296,952	TRIM
103	ROYAL LONDON ASSET MANAGEMENT LTD	$210M	1,032,605	+257,174	ADD
104	PFA Pension, Forsikringsaktieselskab	$199M	976,087	+976,087	NEW
105	AQR CAPITAL MANAGEMENT LLC	$197M	980,948	+307,242	ADD
106	LAZARD ASSET MANAGEMENT LLC	$194M	952,596	+90,357	ADD
107	Quadrature Capital Ltd	$186M	916,342	−468,556	TRIM
108	Robeco Institutional Asset Management B.V.	$185M	911,582	+357,883	ADD
109	Southpoint Capital Advisors LP	$183M	900,000	+300,000	ADD
110	Cetera Investment Advisers	$183M	899,004	+34,145	ADD
111	Eurizon Capital SGR S.p.A.	$182M	900,480	−296,000	TRIM
112	CI INVESTMENTS INC.	$180M	886,360	+54,721	ADD
113	Rockefeller Capital Management L.P.	$179M	878,036	+58,014	ADD
114	STATE OF WISCONSIN INVESTMENT BOARD	$178M	876,033	+35,050	ADD
115	STOREBRAND ASSET MANAGEMENT AS	$173M	848,101	—	NO PRIOR
116	Quilter Plc	$170M	836,940	+9,341	ADD
117	APG Asset Management N.V.	$167M	947,525	+23,687	ADD
118	Vanguard Investments Australia, Ltd.	$165M	811,757	—	NO PRIOR
119	Chevy Chase Trust Holdings, LLC	$164M	804,548	−22,124	TRIM
120	CIBC Asset Management Inc	$160M	787,604	+11,975	ADD
121	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$160M	786,808	+61,375	ADD
122	Man Group plc	$160M	786,078	−214,357	TRIM
123	ENVESTNET ASSET MANAGEMENT INC	$159M	780,995	+201,897	ADD
124	CIBC WORLD MARKET INC.	$155M	762,533	+71,758	ADD
125	Squarepoint Ops LLC	$154M	759,261	−1,016,386	TRIM
126	CANTOR FITZGERALD, L. P.	$153M	751,775	+286,103	ADD
127	Mariner, LLC	$152M	747,258	+115,301	ADD
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$151M	742,484	+742,484	NEW
129	1832 Asset Management L.P.	$150M	738,246	+727,503	ADD
130	Asset Management One Co., Ltd.	$149M	734,439	−1,833	TRIM
131	Creative Planning	$149M	731,233	+59,828	ADD
132	Quantinno Capital Management LP	$147M	720,251	+154,162	ADD
133	CAPSTONE INVESTMENT ADVISORS, LLC	$146M	715,929	−1,751,707	TRIM
134	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$145M	712,839	+124,630	ADD
135	Ensign Peak Advisors, Inc	$142M	700,245	−17,109	TRIM
136	Connor, Clark & Lunn Investment Management Ltd.	$141M	693,659	−146,910	TRIM
137	NewEdge Advisors, LLC	$141M	692,442	+692,442	NEW
138	NISSAY ASSET MANAGEMENT CORP /JAPAN	$141M	692,246	−2,483	TRIM
139	NOMURA ASSET MANAGEMENT CO LTD	$140M	686,700	−20,346	TRIM
140	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$139M	682,863	−1,452,549	TRIM
141	MAVERICK CAPITAL LTD	$138M	676,572	+676,572	NEW
142	Cerity Partners LLC	$135M	662,704	−14,080	TRIM
143	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$134M	659,922	+3,161	ADD
144	Allspring Global Investments Holdings, LLC	$133M	635,010	+15,399	ADD
145	KLP KAPITALFORVALTNING AS	$133M	653,847	+33,100	ADD
146	GLENVIEW CAPITAL MANAGEMENT, LLC	$132M	650,792	+256,604	ADD
147	OFI INVEST ASSET MANAGEMENT	$131M	739,643	−217,898	TRIM
148	DnB Asset Management AS	$131M	642,896	−223,636	TRIM
149	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$130M	639,466	+41,501	ADD
150	Corient Private Wealth LLC	$128M	635,431	−539,654	TRIM
151	CITADEL ADVISORS LLC	$128M	627,465	−735,106	TRIM
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$126M	617,700	−225,300	TRIM
153	Fisher Asset Management, LLC	$125M	615,113	−9,314	TRIM
154	Candriam S.C.A.	$120M	592,148	+111,080	ADD
155	Capital World Investors	$120M	587,676	+470,340	ADD
156	Harvest Portfolios Group Inc.	$119M	586,163	+95,330	ADD
157	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$118M	578,779	+8,483	ADD
158	FIFTH THIRD BANCORP	$118M	579,875	+220,854	ADD
159	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$114M	559,718	+9,235	ADD
160	ING GROEP NV	$113M	557,723	−28,982	TRIM
161	State of New Jersey Common Pension Fund D	$113M	556,997	+2,390	ADD
162	Lansforsakringar Fondforvaltning AB (publ)	$110M	539,907	−17,814	TRIM
163	TUDOR INVESTMENT CORP ET AL	$109M	535,596	+101,540	ADD
164	COMMONWEALTH EQUITY SERVICES, LLC	$108M	531,176	−7,447	TRIM
165	GUGGENHEIM CAPITAL LLC	$108M	529,463	−67,086	TRIM
166	Evergreen Quality Fund GP, Ltd.	$107M	526,800	+526,800	NEW
167	Vontobel Holding Ltd.	$106M	521,634	+303,035	ADD
168	Daiwa Securities Group Inc.	$105M	517,408	+3,562	ADD
169	AustralianSuper Pty Ltd	$105M	515,664	−409,269	TRIM
170	Resona Asset Management Co.,Ltd.	$104M	514,346	+11,724	ADD
171	Tredje AP-fonden	$100M	493,697	+316,992	ADD
172	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$100M	493,166	−897,546	TRIM
173	Calamos Advisors LLC	$97.2M	477,928	+106,745	ADD
174	CREDIT AGRICOLE S A	$95.6M	470,151	+98,648	ADD
175	Swiss Life Asset Management Ltd	$94.3M	463,627	+27,406	ADD
176	AGF MANAGEMENT LTD	$93.3M	458,838	+15,117	ADD
177	BIT Capital GmbH	$93.0M	457,294	+379,218	ADD
178	HighTower Advisors, LLC	$91.6M	450,320	+49,906	ADD
179	Dream Peak Capital Ltd	$91.5M	450,000	+450,000	NEW
180	LBP AM SA	$91.1M	447,719	+33,336	ADD
181	Arizona State Retirement System	$90.7M	446,054	−14,477	TRIM
182	Czech National Bank	$90.3M	444,035	+14,745	ADD
183	MACKENZIE FINANCIAL CORP	$90.1M	442,965	−27,757	TRIM
184	NISA INVESTMENT ADVISORS, LLC	$89.4M	439,479	−8,393	TRIM
185	STIFEL FINANCIAL CORP	$88.4M	434,357	−3,176	TRIM
186	Vident Advisory, LLC	$87.0M	427,826	+57,919	ADD
187	MetLife Investment Management, LLC	$86.1M	423,156	−12,261	TRIM
188	OSAIC HOLDINGS, INC.	$86.0M	422,945	−4,620	TRIM
189	SATURNA CAPITAL CORP	$85.7M	421,134	+421,134	NEW
190	TEACHER RETIREMENT SYSTEM OF TEXAS	$85.5M	420,332	−28,828	TRIM
191	BANK OF NOVA SCOTIA	$85.2M	419,037	−604,214	TRIM
192	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$83.8M	412,133	+158,931	ADD
193	XPONANCE LLC	$80.8M	397,117	+38,235	ADD
194	SOMA EQUITY PARTNERS LP	$79.1M	388,715	−131,643	TRIM
195	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$77.3M	379,791	+1,100	ADD
196	AE Wealth Management LLC	$77.1M	378,911	+55,247	ADD
197	FIL Ltd	$75.2M	369,608	+12,290	ADD
198	OP Asset Management Ltd	$74.9M	368,387	—	NO PRIOR
199	BALYASNY ASSET MANAGEMENT L.P.	$73.6M	361,764	+323,105	ADD
200	UniSuper Management Pty Ltd	$73.0M	358,803	−13,004	TRIM
201	ABN AMRO INVESTMENT SOLUTIONS	$72.8M	358,018	+43,031	ADD
202	JANE STREET GROUP, LLC	$72.8M	357,674	−2,107,331	TRIM
203	SEB Asset Management AB	$72.3M	355,551	—	NO PRIOR
204	Woodline Partners LP	$71.6M	351,749	−11,827	TRIM
205	FEDERATED HERMES, INC.	$70.6M	346,988	−8,868	TRIM
206	Retirement Systems of Alabama	$70.4M	346,231	−110	TRIM
207	PANAGORA ASSET MANAGEMENT INC	$68.5M	336,752	+55,664	ADD
208	TRUIST FINANCIAL CORP	$68.2M	335,282	−9,766	TRIM
209	Optiver Holding B.V.	$66.4M	326,280	+68,075	ADD
210	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$66.2M	325,216	−130,697	TRIM
211	Wealthfront Advisers LLC	$65.2M	320,629	+25,531	ADD
212	Allianz Asset Management GmbH	$64.9M	319,013	−28,530	TRIM
213	Andra AP-fonden	$64.3M	316,188	+220,492	ADD
214	AMERICAN CENTURY COMPANIES INC	$63.8M	313,695	+69,083	ADD
215	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$62.9M	309,869	−6,659	TRIM
216	IMC-Chicago, LLC	$62.1M	305,221	+198,710	ADD
217	Baird Financial Group, Inc.	$61.9M	304,500	+304,500	NEW
218	Zurich Insurance Group Ltd/FI	$61.6M	302,897	−27,771	TRIM
219	PUBLIC SECTOR PENSION INVESTMENT BOARD	$59.4M	292,031	+50,613	ADD
220	ICONIQ Capital, LLC	$59.1M	290,518	0	NO CHANGE
221	VERUS CAPITAL PARTNERS, LLC	$57.4M	282,055	+1,493	ADD
222	Kingsview Wealth Management, LLC	$57.4M	282,035	+251,637	ADD
223	MERCER GLOBAL ADVISORS INC /ADV	$56.7M	278,990	+82,148	ADD
224	Federation des caisses Desjardins du Quebec	$56.6M	278,033	+76,207	ADD
225	Blackstone Inc.	$56.2M	276,147	+276,147	NEW
226	GATEWAY INVESTMENT ADVISERS LLC	$55.8M	274,511	−49,482	TRIM
227	Sumitomo Mitsui DS Asset Management Company, Ltd	$55.6M	273,428	+11,468	ADD
228	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$55.6M	273,349	−14,622	TRIM
229	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$54.2M	266,231	+50,780	ADD
230	SALEM INVESTMENT COUNSELORS INC	$53.9M	264,965	+1,702	ADD
231	USS Investment Management Ltd	$53.6M	263,731	+2,306	ADD
232	Utah Retirement Systems	$53.3M	261,831	−4,247	TRIM
233	Independent Advisor Alliance	$53.1M	261,037	−36,163	TRIM
234	Empowered Funds, LLC	$53.0M	260,777	+260,777	NEW
235	SHELTON CAPITAL MANAGEMENT	$53.0M	260,747	+1,639	ADD
236	Saudi Central Bank	$53.0M	260,735	+59,422	ADD
237	SIMPLEX TRADING, LLC	$53.0M	260,622	+204,147	ADD
238	NICHOLAS COMPANY, INC.	$52.4M	257,476	−40,369	TRIM
239	SUVRETTA CAPITAL MANAGEMENT, LLC	$52.3M	257,240	−132,336	TRIM
240	Artemis Investment Management LLP	$52.0M	255,716	+106,569	ADD
241	Janus Henderson Group Ltd.	$51.9M	255,517	+2,965	ADD
242	BSN Capital Partners Ltd	$51.8M	199,500	—	NO PRIOR
243	EP Wealth Advisors, LLC	$51.3M	252,335	+4,359	ADD
244	QRG CAPITAL MANAGEMENT, INC.	$50.6M	248,846	+38,962	ADD
245	JUPITER ASSET MANAGEMENT LTD	$50.5M	248,081	+60,032	ADD
246	Leonteq Securities AG	$50.2M	246,663	+18,829	ADD
247	ADVENT INTERNATIONAL, L.P.	$49.6M	243,905	+243,905	NEW
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$49.5M	243,473	+6,662	ADD
249	Varma Mutual Pension Insurance Co	$49.4M	242,917	0	NO CHANGE
250	Beacon Pointe Advisors, LLC	$49.3M	242,234	+41,400	ADD
251	DIVERSIFY WEALTH MANAGEMENT, LLC	$49.2M	145,883	+115,620	ADD
252	BANQUE PICTET & CIE SA	$49.1M	241,118	−22,999	TRIM
253	SteelPeak Wealth, LLC	$48.3M	237,642	+49,840	ADD
254	CWM, LLC	$47.9M	235,276	+1,257	ADD
255	MML INVESTORS SERVICES, LLC	$47.4M	232,900	−20,124	TRIM
256	Vanguard Personalized Indexing Management, LLC	$47.1M	231,343	+4,629	ADD
257	Kinetic Partners Management, LP	$47.0M	231,200	+132,300	ADD
258	Crossmark Global Holdings, Inc.	$46.3M	227,824	—	NO PRIOR
259	Epoch Investment Partners, Inc.	$45.9M	225,822	+84,577	ADD
260	Appaloosa LP	$45.0M	221,400	−103,600	TRIM
261	Walleye Capital LLC	$45.0M	221,140	+173,287	ADD
262	LIGHT STREET CAPITAL MANAGEMENT, LLC	$44.6M	219,251	−236	TRIM
263	Defiance ETFs, LLC	$43.3M	212,881	+32,503	ADD
264	RENAISSANCE TECHNOLOGIES LLC	$42.8M	216,944	−1,047,366	TRIM
265	ASSETMARK, INC	$42.1M	206,960	−11,291	TRIM
266	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$41.1M	297,168	+75,147	ADD
267	Elo Mutual Pension Insurance Co	$41.1M	201,948	−16,273	TRIM
268	BLAIR WILLIAM & CO/IL	$41.1M	201,948	−70	TRIM
269	Jefferies Financial Group Inc.	$40.7M	200,254	−107,767	TRIM
270	GENDELL JEFFREY L	$40.7M	200,000	+95,000	ADD
271	PROFUND ADVISORS LLC	$40.0M	196,777	−44,168	TRIM
272	Steward Partners Investment Advisory, LLC	$39.9M	196,129	+40,482	ADD
273	Hemenway Trust Co LLC	$39.6M	194,431	−9,032	TRIM
274	FARMERS & MERCHANTS INVESTMENTS INC	$39.5M	194,299	+3,178	ADD
275	Pathstone Holdings, LLC	$39.2M	192,571	+9,404	ADD
276	Step Capital Management Pte. Ltd.	$39.2M	192,500	+42,500	ADD
277	NFJ INVESTMENT GROUP, LLC	$39.1M	191,998	−8,140	TRIM
278	Life Cycle Investment Partners Ltd	$39.0M	191,940	+80,542	ADD
279	Bank Pictet & Cie (Europe) AG	$38.9M	191,165	−998	TRIM
280	Holocene Advisors, LP	$38.7M	190,000	−730,000	TRIM
281	Mediolanum International Funds Ltd	$38.5M	196,408	+80,354	ADD
282	Danica Pension, Livsforsikringsaktieselskab	$38.3M	188,431	+188,431	NEW
283	EASTERN BANK	$38.2M	187,538	+160,302	ADD
284	Vinva Investment Management Ltd	$38.0M	193,993	+13,843	ADD
285	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$38.0M	186,687	+209	ADD
286	Skandinaviska Enskilda Banken AB (publ)	$37.9M	186,524	−236,534	TRIM
287	MACQUARIE GROUP LTD	$37.7M	185,134	−140,089	TRIM
288	ZACKS INVESTMENT MANAGEMENT	$37.4M	184,043	−45	TRIM
289	MUFG Securities EMEA plc	$37.3M	183,525	−418,067	TRIM
290	MAPLELANE CAPITAL, LLC	$37.0M	182,000	+182,000	NEW
291	FIRST FOUNDATION ADVISORS	$36.9M	181,477	−798	TRIM
292	Columbus Hill Capital Management, L.P.	$36.5M	179,476	+53,800	ADD
293	McGuire Investment Group, LLC	$36.2M	177,845	−6,789	TRIM
294	Kestra Advisory Services, LLC	$35.8M	175,853	+32,815	ADD
295	Aquatic Capital Management LLC	$35.6M	174,769	+39,813	ADD
296	YOUSIF CAPITAL MANAGEMENT, LLC	$35.4M	174,214	−5,524	TRIM
297	EULAV Asset Management	$35.4M	174,010	−20,000	TRIM
298	Groupe la Francaise	$35.4M	174,117	+41,589	ADD
299	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$35.2M	173,100	−1,411	TRIM
300	ASR Vermogensbeheer N.V.	$34.6M	170,304	+2,993	ADD
301	Estuary Capital Management LP	$34.5M	169,650	+200	ADD
302	Bank Julius Baer & Co. Ltd, Zurich	$34.3M	169,645	+71,555	ADD
303	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$33.9M	166,838	+1,496	ADD
304	Investment Management Corp of Ontario	$33.6M	164,935	+18,209	ADD
305	NAN FUNG TRINITY (HK) Ltd	$32.9M	161,700	0	NO CHANGE
306	FACTORY MUTUAL INSURANCE CO	$32.8M	161,072	−25,900	TRIM
307	Avanza Fonder AB	$32.7M	160,850	−5,054	TRIM
308	Schonfeld Strategic Advisors LLC	$32.6M	160,484	+124,654	ADD
309	Tairen Capital Ltd	$32.6M	160,400	+160,400	NEW
310	Ethic Inc.	$32.6M	160,133	+6,999	ADD
311	CTC LLC	$32.2M	158,061	+158,061	NEW
312	Osmosis Investment Management UK Ltd	$31.9M	156,965	−76,847	TRIM
313	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$31.8M	156,237	+11,539	ADD
314	SCOTIA CAPITAL INC.	$31.6M	155,388	−14,525	TRIM
315	Norinchukin Bank, The	$31.5M	154,816	+6,108	ADD
316	CHILTON CAPITAL MANAGEMENT LLC	$31.1M	153,061	+116,299	ADD
317	Clearline Capital LP	$30.8M	151,531	+18,127	ADD
318	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$30.2M	148,582	+3,567	ADD
319	Meridiem Capital Partners LP	$30.1M	148,192	+148,192	NEW
320	E Fund Management Co., Ltd.	$30.1M	147,961	—	NO PRIOR
321	Aware Super Pty Ltd as trustee of Aware Super	$30.0M	147,479	—	NO PRIOR
322	Diversify Advisory Services, LLC	$30.0M	88,965	−47,328	TRIM
323	Smith Group Asset Management, LLC	$29.8M	146,693	+10,455	ADD
324	Gotham Asset Management, LLC	$29.5M	144,845	+24,312	ADD
325	PRUDENTIAL PLC	$29.4M	144,491	−20,632	TRIM
326	BEACON INVESTMENT ADVISORY SERVICES, INC.	$29.3M	144,246	−9,679	TRIM
327	Generali Powszechne Towarzystwo Emerytalne	$28.5M	140,000	0	NO CHANGE
328	Baker Avenue Asset Management, LP	$28.4M	139,532	+8,866	ADD
329	Generali Asset Management SPA SGR	$28.3M	138,918	−3,317	TRIM
330	Generate Investment Management Ltd	$27.9M	137,183	+137,183	NEW
331	Curi Capital, LLC	$27.6M	135,454	+102,458	ADD
332	Azimuth Capital Investment Management LLC	$26.9M	132,339	+1,449	ADD
333	IEQ CAPITAL, LLC	$26.0M	128,036	+6,833	ADD
334	ADAMS DIVERSIFIED EQUITY FUND, INC.	$26.0M	128,000	0	NO CHANGE
335	Allworth Financial LP	$25.9M	127,480	+20,807	ADD
336	EXCHANGE TRADED CONCEPTS, LLC	$25.7M	126,325	−17,209	TRIM
337	Banco Santander, S.A.	$25.5M	125,485	−92,349	TRIM
338	Once Capital Management, LLC	$25.5M	125,300	0	NO CHANGE
339	Bellecapital International Ltd.	$25.3M	124,490	−5,194	TRIM
340	Chicago Capital, LLC	$25.3M	124,256	+3,659	ADD
341	INTECH INVESTMENT MANAGEMENT LLC	$25.1M	123,418	+29,900	ADD
342	THORNBURG INVESTMENT MANAGEMENT INC	$24.9M	122,568	−675	TRIM
343	Summa Corp.	$24.9M	122,474	+704	ADD
344	Equitable Holdings, Inc.	$24.9M	116,511	+8,712	ADD
345	KELLY LAWRENCE W & ASSOCIATES INC/CA	$24.8M	121,977	−16,303	TRIM
346	&PARTNERS	$24.4M	120,016	+8,672	ADD
347	SIH Partners, LLLP	$23.7M	116,444	+109,902	ADD
348	Banque Transatlantique SA	$23.6M	116,342	+878	ADD
349	Jain Global LLC	$23.5M	115,661	+1,562	ADD
350	NorthCrest Asset Manangement, LLC	$23.5M	108,033	−55,786	TRIM
351	M&T BANK CORP	$23.3M	114,739	+3,371	ADD
352	COMMERCE BANK	$23.1M	113,756	+8,947	ADD
353	Chicago Partners Investment Group LLC	$23.1M	76,227	−159	TRIM
354	Lido Advisors, LLC	$23.0M	113,219	−3,121	TRIM
355	TD Waterhouse Canada Inc.	$22.9M	109,075	+2,081	ADD
356	RPG Investment Advisory, LLC	$22.8M	111,973	+10	ADD
357	OPPENHEIMER & CO INC	$22.7M	111,409	+111,409	NEW
358	Intesa Sanpaolo S.p.A.	$22.6M	111,027	+5,382	ADD
359	Private Wealth Partners, LLC	$22.5M	110,791	−1,226	TRIM
360	Junto Capital Management LP	$22.5M	110,774	−67,997	TRIM
361	DE BURLO GROUP INC	$22.4M	110,045	−60,885	TRIM
362	Ardmore Road Asset Management LP	$22.4M	110,000	−46,250	TRIM
363	Union Bancaire Privee, UBP SA	$22.3M	124,057	+18,069	ADD
364	Metis Global Partners, LLC	$22.1M	108,779	−3,406	TRIM
365	Global X Japan Co., Ltd.	$22.0M	108,341	+3,720	ADD
366	NLB Skladi, upravljanje premozenja, d.o.o.	$21.9M	107,601	−6,998	TRIM
367	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$21.8M	107,387	−1,363	TRIM
368	Clearstead Advisors, LLC	$21.8M	106,991	+87,391	ADD
369	FengHe Fund Management Pte. Ltd.	$21.6M	106,340	+33,540	ADD
370	PICTON MAHONEY ASSET MANAGEMENT	$21.4M	105,430	+69,307	ADD
371	Marex Group Ltd	$21.4M	105,352	−77,634	TRIM
372	Private Advisor Group, LLC	$21.2M	104,024	−11,145	TRIM
373	Broderick Brian C	$21.0M	103,141	+3,284	ADD
374	KESTRA PRIVATE WEALTH SERVICES, LLC	$21.0M	103,018	+2,150	ADD
375	OAK ASSOCIATES LTD /OH/	$20.8M	102,316	0	NO CHANGE
376	FAGAN ASSOCIATES, INC.	$20.5M	100,967	+50	ADD
377	Ma Investment Partnership, LP	$20.3M	100,000	—	NO PRIOR
378	Shellback Capital, LP	$20.3M	100,000	+100,000	NEW
379	Situational Awareness Partners LP	$20.2M	99,138	—	NO PRIOR
380	Situational Awareness LP	$20.2M	99,138	+99,138	NEW
381	MIZUHO SECURITIES USA LLC	$20.1M	98,566	−19,977	TRIM
382	Bragg Financial Advisors, Inc	$20.0M	98,289	+36	ADD
383	LGT Group Foundation	$19.9M	97,916	+63,700	ADD
384	Intellus Advisors LLC	$19.9M	97,662	−1,765	TRIM
385	Aptus Capital Advisors, LLC	$19.7M	96,923	−3,899	TRIM
386	NOESIS CAPITAL MANGEMENT CORP	$19.7M	96,735	+4,003	ADD
387	Brookstone Capital Management	$19.6M	96,180	−4,479	TRIM
388	Ameritas Investment Partners, Inc.	$19.5M	96,074	−969	TRIM
389	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$19.5M	95,885	+95,885	NEW
390	EFG International AG	$19.1M	94,092	+47,488	ADD
391	GDS Wealth Management	$19.1M	93,934	+6,260	ADD
392	Nishkama Capital, LLC	$19.0M	93,613	+93,613	NEW
393	ADAPT Investment Managers SA	$19.0M	93,463	+93,463	NEW
394	KADENSA CAPITAL Ltd	$18.9M	93,141	+93,141	NEW
395	DNCA FINANCE	$18.9M	93,100	+16,000	ADD
396	Waverly Advisors, LLC	$18.7M	92,127	−1,182	TRIM
397	CenterBook Partners LP	$18.7M	92,113	−7,669	TRIM
398	Apollon Wealth Management, LLC	$18.6M	91,551	+6,839	ADD
399	Walleye Trading LLC	$18.6M	91,492	+5,167	ADD
400	Capital Wealth Planning, LLC	$18.6M	91,404	+11,296	ADD
401	FLPUTNAM INVESTMENT MANAGEMENT CO	$18.5M	91,164	+75,842	ADD
402	Lombard Odier Asset Management (Europe) Ltd	$18.4M	90,469	+21,615	ADD
403	MAI Capital Management	$18.4M	90,393	+678	ADD
404	Dai-ichi Life Insurance Company, Ltd	$18.4M	90,214	−2,325	TRIM
405	Glenview Trust Co	$18.3M	90,172	+55,185	ADD
406	Orion Porfolio Solutions, LLC	$18.3M	90,163	−12,767	TRIM
407	Covea Finance	$18.3M	89,800	+89,800	NEW
408	CASTLEARK MANAGEMENT LLC	$18.1M	88,954	−15,792	TRIM
409	GRIMES & Co WEALTH MANAGEMENT, LLC	$18.1M	88,892	−1,998	TRIM
410	KEYBANK NATIONAL ASSOCIATION/OH	$18.0M	88,332	+17,514	ADD
411	Teamwork Financial Advisors, LLC	$17.9M	87,931	+8,012	ADD
412	NORTH STAR ASSET MANAGEMENT INC	$17.8M	87,720	−1,616	TRIM
413	Concurrent Investment Advisors, LLC	$17.8M	87,296	−5,771	TRIM
414	MILFORD FUNDS LTD	$17.7M	87,015	+87,015	NEW
415	PALISADE CAPITAL MANAGEMENT, LP	$17.5M	85,833	+739	ADD
416	ALLIANZ SE	$17.4M	85,410	−9,651	TRIM
417	Delta Global Management LP	$17.4M	85,367	−64,968	TRIM
418	UMB Bank, n.a.	$17.4M	85,337	−1,439	TRIM
419	Y-Intercept (Hong Kong) Ltd	$17.2M	84,712	+68,601	ADD
420	KING LUTHER CAPITAL MANAGEMENT CORP	$17.2M	84,539	+12,380	ADD
421	FIRST MANHATTAN CO. LLC.	$17.1M	83,986	−2,465	TRIM
422	OneDigital Investment Advisors LLC	$17.1M	83,985	+18,654	ADD
423	SBI Securities Co., Ltd.	$17.0M	83,381	+520	ADD
424	SIRIOS CAPITAL MANAGEMENT L P	$16.8M	82,735	+12,157	ADD
425	Balboa Wealth Partners	$16.8M	82,711	+1,327	ADD
426	Purpose Unlimited Inc.	$16.7M	82,092	−3,128	TRIM
427	OMERS ADMINISTRATION Corp	$16.5M	80,983	+17,523	ADD
428	Maryland State Retirement & Pension System	$16.4M	80,722	+243	ADD
429	Lombard Odier Asset Management (Switzerland) SA	$16.3M	80,231	+1,053	ADD
430	BAHL & GAYNOR INC	$16.1M	79,214	−1,931	TRIM
431	ITHAKA GROUP LLC	$15.9M	77,964	+1,568	ADD
432	Nepsis Inc.	$15.7M	77,309	−408	TRIM
433	Longitude (Cayman) Ltd.	$15.7M	77,100	+9,100	ADD
434	INDEPENDENT FINANCIAL GROUP, LLC	$15.6M	76,703	—	NO PRIOR
435	FIRETRAIL INVESTMENTS PTY LTD	$15.5M	76,126	+3,426	ADD
436	Torrey Growth & Income Advisors	$15.4M	76,746	+172	ADD
437	Foster Victor Wealth Advisors, LLC	$15.4M	60,465	+60,465	NEW
438	PEAK6 LLC	$15.4M	75,626	+75,620	ADD
439	CastleKnight Management LP	$15.2M	74,920	−2,200	TRIM
440	Prospera Financial Services Inc	$15.2M	74,906	−27,281	TRIM
441	CCM INVESTMENT ADVISERS LLC	$15.0M	73,921	+3,400	ADD
442	Laird Norton Wetherby Trust Company, LLC	$14.9M	73,475	−662	TRIM
443	HB Wealth Management, LLC	$14.6M	71,721	+6,828	ADD
444	VestGen Advisors, LLC	$14.5M	32,455	+2,523	ADD
445	REGIONS FINANCIAL CORP	$14.4M	70,800	−11,335	TRIM
446	Mitsubishi UFJ Trust & Banking Corp	$14.3M	70,515	+8,152	ADD
447	Illinois Municipal Retirement Fund	$14.3M	70,438	+6,472	ADD
448	BOKF, NA	$14.3M	70,418	+39,035	ADD
449	Great Lakes Retirement, Inc.	$14.3M	70,367	−4,537	TRIM
450	Melqart Asset Management (UK) Ltd	$14.2M	69,878	+1,439	ADD
451	KKM Financial LLC	$14.2M	66,353	0	NO CHANGE
452	Summit Financial, LLC	$14.2M	69,805	−2,632	TRIM
453	Whale Rock Capital Management LLC	$14.1M	69,211	+69,211	NEW
454	OPPENHEIMER ASSET MANAGEMENT INC.	$13.8M	67,859	+67,859	NEW
455	Belvedere Trading LLC	$13.8M	67,858	−146,449	TRIM
456	Vestmark Advisory Solutions, Inc.	$13.7M	67,450	+18,173	ADD
457	MidFirst Bank	$13.7M	67,450	−2,415	TRIM
458	Sequoia Financial Advisors, LLC	$13.7M	67,353	+5,800	ADD
459	Welch Group, LLC	$13.6M	66,951	+66,951	NEW
460	Merit Financial Group, LLC	$13.5M	66,296	+8,550	ADD
461	Stratos Wealth Partners, LTD.	$13.5M	66,272	+1,718	ADD
462	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$13.4M	66,102	0	NO CHANGE
463	Cornerstone Advisors, LLC	$13.4M	65,712	+53,032	ADD
464	Banque Cantonale Vaudoise	$13.4M	65,701	+4,928	ADD
465	AG2R LA MONDIALE GESTION D'ACTIFS	$13.3M	65,454	+1,113	ADD
466	World Investment Advisors	$13.1M	64,549	−1,431	TRIM
467	Clark Capital Management Group, Inc.	$13.1M	64,459	+5,395	ADD
468	Private Advisory Group LLC	$13.1M	64,237	−120	TRIM
469	Generali Investments CEE, investicni spolecnost, a.s.	$13.0M	63,875	+1,669	ADD
470	Snowden Capital Advisors LLC	$12.9M	63,469	−9,616	TRIM
471	MGO ONE SEVEN LLC	$12.9M	63,229	+27,102	ADD
472	U.S. Capital Wealth Advisors, LLC	$12.6M	62,075	+1,325	ADD
473	Knollwood Investment Advisory, LLC	$12.6M	62,068	+18,164	ADD
474	Privium Fund Management B.V.	$12.6M	62,000	+2,000	ADD
475	Advisors Capital Management, LLC	$12.5M	61,582	+195	ADD
476	BENDER ROBERT & ASSOCIATES	$12.4M	60,850	−1,693	TRIM
477	Larson Financial Group LLC	$12.4M	60,849	+900	ADD
478	Callan Family Office, LLC	$12.4M	60,801	+1,167	ADD
479	Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	$12.4M	60,800	−44,000	TRIM
480	Phoenix Financial Ltd.	$12.1M	59,627	−376	TRIM
481	DAYMARK WEALTH PARTNERS, LLC	$12.1M	59,590	+1,937	ADD
482	TOKIO MARINE ASSET MANAGEMENT CO LTD	$12.0M	59,147	+2,526	ADD
483	KMG FIDUCIARY PARTNERS, LLC	$11.7M	57,551	−10,256	TRIM
484	EDMOND DE ROTHSCHILD HOLDING S.A.	$11.7M	57,460	+15,144	ADD
485	Pinnacle Financial Partners, Inc.	$11.7M	57,399	−362	TRIM
486	Hidden Lake Asset Management LP	$11.6M	57,010	+57,010	NEW
487	Brooklyn Investment Group	$11.5M	56,645	+14,328	ADD
488	Traynor Capital Management, Inc.	$11.5M	58,779	−353	TRIM
489	SOMERVILLE KURT F	$11.5M	56,604	−39,304	TRIM
490	HUB Investment Partners, LLC	$11.5M	56,573	+2,469	ADD
491	CIDEL ASSET MANAGEMENT INC	$11.4M	56,073	+53,584	ADD
492	Mizuho Markets Cayman LP	$11.4M	55,989	−5,739	TRIM
493	AI-Squared Management Ltd	$11.4M	55,900	+18,700	ADD
494	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$11.3M	55,543	+431	ADD
495	J.W. COLE ADVISORS, INC.	$11.2M	55,234	+5,497	ADD
496	Systematic Alpha Investments, LLC	$11.1M	54,613	0	NO CHANGE
497	Perigon Wealth Management, LLC	$11.1M	54,566	+1,333	ADD
498	Dakota Wealth Management	$11.1M	54,364	+2,174	ADD
499	Mutual Advisors, LLC	$11.1M	54,332	−11,708	TRIM
500	PUZO MICHAEL J	$11.0M	54,267	−1,946	TRIM

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

Congress ↔ notable managers · AMD

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31, Rick W. Allen R–GA-12 $17K–$80K
Sellers: 2 Dan Newhouse R–WA-4, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Glenview Capital, Tudor Investment Corp, Gotham Asset Management, Soros Fund Management $278M held
Trimming: 5 Bridgewater Associates, Caxton Associates, Appaloosa, Viking Global Investors, Coatue Management $561M held

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

Merged timeline of congressional filings and notable-manager moves on AMD
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-08-18	Rick W. Allen Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-05-15	Glenview Capital 13F	ADD	+256,604 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+101,540 sh
2026-05-15	Gotham Asset Management 13F	ADD	+24,312 sh
2026-05-15	Soros Fund Management 13F	ADD	+17,444 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−363,760 sh
2026-05-15	Appaloosa 13F	TRIM	−103,600 sh
2026-05-15	Viking Global Investors 13F	EXIT	−3,742,191 sh
2026-05-15	Coatue Management 13F	EXIT	−1,239,043 sh
2026-05-14	Caxton Associates 13F	TRIM	−961,381 sh

14 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

27 members of Congress disclosed AMD — 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).