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 ↗

AIR PRODS & CHEMS INC · COM · quarter ended 2026-03-31 · 27 members disclosed APD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,387 holders are listed, largest first: 1,387
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $53.6B
holders whose share count rose or who opened the position (new + add), by shares: 690
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 122

Holders — quarter ended 2026-03-31

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

13F holders of APD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.2B	18,054,436	−45,511	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.2B	14,467,316	—	NO PRIOR
3	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$3.4B	11,840,799	0	NO CHANGE
4	Capital Research Global Investors	$3.0B	10,410,510	−1,494,027	TRIM
5	STATE STREET CORP	$2.9B	10,110,495	+198,991	ADD
6	Capital International Investors	$2.9B	9,935,678	−2,856,902	TRIM
7	DODGE & COX	$2.7B	9,231,575	−5,035	TRIM
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	5,711,079	—	NO PRIOR
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	4,991,723	+41,547	ADD
10	BANK OF AMERICA CORP /DE/	$1.3B	4,443,531	+556,188	ADD
11	VIKING GLOBAL INVESTORS LP	$1.2B	4,104,095	−678,439	TRIM
12	FRANKLIN RESOURCES INC	$1.0B	3,486,951	−127,216	TRIM
13	RAYMOND JAMES FINANCIAL INC	$927M	3,190,740	+203,320	ADD
14	MORGAN STANLEY	$921M	3,169,177	+7,134	ADD
15	NORTHERN TRUST CORP	$891M	3,066,024	−1,387	TRIM
16	Aristotle Capital Management, LLC	$780M	2,683,883	+14,262	ADD
17	Clearbridge Investments, LLC	$759M	2,611,701	−82,958	TRIM
18	ROYAL BANK OF CANADA	$732M	2,521,469	+213,340	ADD
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$719M	583,754	−251,279	TRIM
20	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$637M	2,192,291	+62,396	ADD
21	UBS Group AG	$595M	2,048,697	−632,788	TRIM
22	Bank of New York Mellon Corp	$498M	1,712,837	+34,731	ADD
23	STIFEL FINANCIAL CORP	$478M	1,644,429	+69,090	ADD
24	DIMENSIONAL FUND ADVISORS LP	$468M	1,609,936	+42,137	ADD
25	WELLS FARGO & COMPANY/MN	$461M	1,587,535	−159,514	TRIM
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$405M	1,394,640	+48,764	ADD
27	FMR LLC	$391M	1,347,065	+58,750	ADD
28	LONDON CO OF VIRGINIA	$382M	1,316,549	−41,533	TRIM
29	VANGUARD FIDUCIARY TRUST CO	$364M	1,253,562	—	NO PRIOR
30	Sessa Capital IM, L.P.	$344M	1,185,672	0	NO CHANGE
31	Holocene Advisors, LP	$323M	1,110,912	+1,110,912	NEW
32	Legal & General Group Plc	$320M	1,101,461	−20,147	TRIM
33	Invesco Ltd.	$317M	1,090,580	−124,723	TRIM
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$311M	1,071,215	+30,721	ADD
35	CITADEL ADVISORS LLC	$295M	1,016,233	−614,806	TRIM
36	ENVESTNET ASSET MANAGEMENT INC	$228M	784,700	+171,270	ADD
37	PRINCIPAL FINANCIAL GROUP INC	$225M	774,276	−848,033	TRIM
38	BALYASNY ASSET MANAGEMENT L.P.	$211M	725,084	+561,451	ADD
39	D. E. Shaw & Co., Inc.	$210M	721,913	+522,153	ADD
40	Nuveen, LLC	$204M	703,782	−141,111	TRIM
41	Amundi	$203M	699,562	+189,512	ADD
42	ProShare Advisors LLC	$193M	665,009	−5,365	TRIM
43	Swiss National Bank	$190M	653,280	+43,400	ADD
44	BARCLAYS PLC	$184M	632,011	+632,011	NEW
45	Point72 Asset Management, L.P.	$169M	580,568	+336,145	ADD
46	Sumitomo Mitsui Trust Group, Inc.	$157M	540,057	−25,412	TRIM
47	MILLENNIUM MANAGEMENT LLC	$155M	532,190	+468,514	ADD
48	Mitsubishi UFJ Asset Management Co., Ltd.	$153M	527,009	+40,290	ADD
49	DEUTSCHE BANK AG\	$145M	498,937	+34,771	ADD
50	Vanguard Global Advisers, LLC	$142M	487,422	—	NO PRIOR
51	HSBC HOLDINGS PLC	$133M	457,333	−475,175	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$130M	448,338	—	NO PRIOR
53	LPL Financial LLC	$123M	424,549	+27,081	ADD
54	AMERIPRISE FINANCIAL INC	$116M	398,158	+4,273	ADD
55	Empower Advisory Group, LLC	$113M	388,184	+78,983	ADD
56	Tidal Investments LLC	$113M	389,800	+367,761	ADD
57	BAHL & GAYNOR INC	$110M	378,212	−65,893	TRIM
58	National Pension Service	$103M	354,795	+354,795	NEW
59	BRISTOL JOHN W & CO INC /NY/	$99.8M	343,636	−3,667	TRIM
60	Haverford Trust Co	$95.3M	328,083	−40,672	TRIM
61	CANADA PENSION PLAN INVESTMENT BOARD	$94.8M	326,431	+157,589	ADD
62	M&T BANK CORP	$92.0M	316,740	−12,563	TRIM
63	HighTower Advisors, LLC	$86.9M	298,980	+32,107	ADD
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$82.2M	282,856	−14,023	TRIM
65	SEI INVESTMENTS CO	$80.7M	277,932	+13,048	ADD
66	CITIGROUP INC	$79.5M	273,727	+29,027	ADD
67	NOMURA ASSET MANAGEMENT CO LTD	$78.5M	270,235	+5,954	ADD
68	FIFTH THIRD BANCORP	$74.1M	254,931	+132,971	ADD
69	Corient Private Wealth LLC	$71.1M	246,057	−266,215	TRIM
70	Capital International, Inc./CA/	$64.9M	223,566	+38,329	ADD
71	ANCHOR CAPITAL ADVISORS LLC	$63.3M	218,046	+20,839	ADD
72	CONFLUENCE INVESTMENT MANAGEMENT LLC	$63.2M	217,487	+27,188	ADD
73	STALEY CAPITAL ADVISERS INC	$63.0M	216,797	+72,765	ADD
74	Mariner, LLC	$62.5M	215,075	+28,097	ADD
75	NEW YORK STATE COMMON RETIREMENT FUND	$61.5M	211,880	0	NO CHANGE
76	BANK OF MONTREAL /CAN/	$59.6M	205,065	−35,540	TRIM
77	ALLIANCEBERNSTEIN L.P.	$58.3M	235,990	+11,227	ADD
78	Vest Financial, LLC	$57.2M	196,817	+1,962	ADD
79	STOREBRAND ASSET MANAGEMENT AS	$55.8M	192,194	—	NO PRIOR
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$55.6M	191,452	−1,225	TRIM
81	AVIVA PLC	$55.3M	190,218	+5,518	ADD
82	ADAGE CAPITAL PARTNERS GP, L.L.C.	$53.6M	184,440	−11,500	TRIM
83	NATIONAL BANK OF CANADA /FI/	$50.9M	175,345	+46,910	ADD
84	Cetera Investment Advisers	$48.1M	165,549	+3,786	ADD
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$45.8M	172,451	−69,502	TRIM
86	FIRST TRUST ADVISORS LP	$45.5M	156,531	−30,427	TRIM
87	ASSETMARK, INC	$43.6M	150,003	+14,056	ADD
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$42.1M	145,225	+31,072	ADD
89	Perpetual Ltd	$40.9M	140,701	+20,764	ADD
90	Albar Capital Partners LLP	$40.7M	140,257	+140,257	NEW
91	SMITH CHAS P & ASSOCIATES PA CPAS	$38.8M	133,716	+104	ADD
92	DANSKE BANK A/S	$38.3M	131,791	+4,528	ADD
93	BNP Paribas Asset Management Holding S.A.	$38.3M	131,709	+32,875	ADD
94	Cardinal Capital Management, Inc.	$37.4M	128,753	+4,475	ADD
95	KEYBANK NATIONAL ASSOCIATION/OH	$36.3M	125,002	−1,493	TRIM
96	TOCQUEVILLE ASSET MANAGEMENT L.P.	$36.0M	124,078	−32,249	TRIM
97	SATURNA CAPITAL CORP	$35.5M	122,166	+122,166	NEW
98	STATE OF WISCONSIN INVESTMENT BOARD	$34.6M	119,203	+3,919	ADD
99	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$34.0M	117,061	−9,631	TRIM
100	US BANCORP \DE\	$33.9M	116,829	−1,355	TRIM
101	OSTERWEIS CAPITAL MANAGEMENT INC	$33.2M	114,446	−28,862	TRIM
102	Chevy Chase Trust Holdings, LLC	$32.9M	113,090	−3,196	TRIM
103	GRANDFIELD & DODD, LLC	$32.3M	111,061	+2,075	ADD
104	Vanguard Investments Australia, Ltd.	$32.2M	110,986	—	NO PRIOR
105	Vontobel Holding Ltd.	$32.2M	110,944	+11,097	ADD
106	BECKER CAPITAL MANAGEMENT INC	$31.8M	109,471	−6,361	TRIM
107	Focus Partners Wealth	$31.7M	109,090	−2,014	TRIM
108	PRUDENTIAL FINANCIAL INC	$31.5M	108,462	−1,670	TRIM
109	Iron Gate Global Advisors LLC	$31.2M	107,265	+2,211	ADD
110	&PARTNERS	$31.1M	107,134	+13,471	ADD
111	Quantinno Capital Management LP	$30.9M	106,523	+50,136	ADD
112	BLAIR WILLIAM & CO/IL	$30.7M	105,846	−1,854	TRIM
113	COMMONWEALTH EQUITY SERVICES, LLC	$30.6M	105,464	−902	TRIM
114	Cerity Partners LLC	$29.5M	101,487	+15,864	ADD
115	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$29.0M	100,000	0	NO CHANGE
116	Baird Financial Group, Inc.	$29.0M	99,670	+99,670	NEW
117	APG Asset Management N.V.	$28.7M	113,880	−1,640	TRIM
118	KING LUTHER CAPITAL MANAGEMENT CORP	$28.1M	96,865	−170	TRIM
119	NAN FUNG TRINITY (HK) Ltd	$28.1M	96,680	0	NO CHANGE
120	Aberdeen Group plc	$27.4M	94,167	+2,738	ADD
121	ASSOCIATED BANC-CORP	$27.3M	93,845	−676	TRIM
122	Ensign Peak Advisors, Inc	$27.3M	93,837	−47,649	TRIM
123	Asset Management One Co., Ltd.	$27.1M	93,160	+707	ADD
124	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.9M	92,679	+92,679	NEW
125	Steward Partners Investment Advisory, LLC	$26.7M	91,949	+11,678	ADD
126	Americana Partners, LLC	$26.3M	90,489	+12	ADD
127	Quadrature Capital Ltd	$26.0M	89,545	+89,545	NEW
128	Creative Planning	$25.6M	88,201	+8,846	ADD
129	SUMMITRY LLC	$25.6M	87,995	+87,995	NEW
130	Pictet Asset Management Holding SA	$25.3M	86,925	−24,594	TRIM
131	Qube Research & Technologies Ltd	$25.1M	86,441	+86,441	NEW
132	TD ASSET MANAGEMENT INC	$25.1M	86,393	+2,326	ADD
133	KLP KAPITALFORVALTNING AS	$23.9M	82,393	0	NO CHANGE
134	Old West Investment Management, LLC	$23.8M	81,929	+81,929	NEW
135	Cannell & Spears LLC	$23.1M	79,634	−36	TRIM
136	ZWJ INVESTMENT COUNSEL INC	$22.8M	78,472	+14,138	ADD
137	VICTORY CAPITAL MANAGEMENT INC	$22.6M	77,648	−5,772	TRIM
138	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$22.4M	76,985	−72,812	TRIM
139	Resona Asset Management Co.,Ltd.	$22.1M	75,877	+233	ADD
140	GUGGENHEIM CAPITAL LLC	$22.0M	75,845	−15,359	TRIM
141	MARKEL GROUP INC.	$21.9M	75,500	+4,000	ADD
142	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.9M	75,491	−22,331	TRIM
143	State of New Jersey Common Pension Fund D	$21.9M	75,485	−1,370	TRIM
144	Maple Capital Management, Inc.	$21.9M	75,318	+168	ADD
145	BENJAMIN EDWARDS INC	$21.5M	74,004	−11,956	TRIM
146	Swedbank AB	$21.0M	72,372	+100	ADD
147	FARMERS & MERCHANTS INVESTMENTS INC	$20.4M	70,233	+245	ADD
148	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$20.1M	69,103	+69,103	NEW
149	CREDIT AGRICOLE S A	$19.8M	68,190	−10,694	TRIM
150	MML INVESTORS SERVICES, LLC	$19.4M	66,877	+5,685	ADD
151	Tredje AP-fonden	$19.2M	66,108	+66,108	NEW
152	TORONTO DOMINION BANK	$19.0M	65,239	−9,056	TRIM
153	OSAIC HOLDINGS, INC.	$18.8M	64,784	+7,973	ADD
154	AMERICAN CENTURY COMPANIES INC	$18.7M	64,544	+5,655	ADD
155	Squarepoint Ops LLC	$18.7M	64,414	−29,855	TRIM
156	NICHOLS & PRATT ADVISERS LLP /MA	$18.5M	63,655	+1,539	ADD
157	HF Capital, LLC	$18.3M	63,149	+63,149	NEW
158	Korea Investment CORP	$18.0M	61,994	−66,809	TRIM
159	ROCKLAND TRUST CO	$17.7M	61,043	+4,134	ADD
160	Arizona State Retirement System	$17.7M	60,966	−2,018	TRIM
161	OPPENHEIMER ASSET MANAGEMENT INC.	$17.6M	60,758	+60,758	NEW
162	Czech National Bank	$17.6M	60,639	+1,954	ADD
163	TRUIST FINANCIAL CORP	$17.5M	60,309	−1,359	TRIM
164	NISA INVESTMENT ADVISORS, LLC	$17.4M	59,840	−1,726	TRIM
165	Night Squared LP	$17.3M	59,550	+59,550	NEW
166	CIBC Asset Management Inc	$17.0M	58,526	+1,302	ADD
167	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.9M	58,121	+58,121	NEW
168	Calamos Advisors LLC	$16.8M	57,967	+832	ADD
169	Zurich Insurance Group Ltd/FI	$16.7M	57,510	+57,510	NEW
170	NewEdge Advisors, LLC	$16.6M	57,052	+12,020	ADD
171	Rockefeller Capital Management L.P.	$16.4M	56,390	−2,761	TRIM
172	Aquatic Capital Management LLC	$16.3M	56,245	+56,245	NEW
173	CIBC Bancorp USA Inc.	$16.2M	55,783	—	NO PRIOR
174	MATHER GROUP, LLC.	$16.0M	55,022	−2,452	TRIM
175	DnB Asset Management AS	$15.9M	54,611	+4,857	ADD
176	SKBA CAPITAL MANAGEMENT LLC	$15.5M	53,295	+1,485	ADD
177	SEB Asset Management AB	$15.2M	52,465	—	NO PRIOR
178	MetLife Investment Management, LLC	$15.1M	52,017	−1,328	TRIM
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$15.1M	51,866	+99	ADD
180	Ceredex Value Advisors LLC	$15.0M	51,750	+51,750	NEW
181	Running Oak Capital LLC	$14.9M	51,401	−2,520	TRIM
182	Midwest Trust Co	$14.9M	51,151	+5,487	ADD
183	Lansforsakringar Fondforvaltning AB (publ)	$14.7M	50,727	+559	ADD
184	ARMSTRONG HENRY H ASSOCIATES INC	$14.7M	50,604	+972	ADD
185	WELLINGTON MANAGEMENT GROUP LLP	$14.5M	49,833	+815	ADD
186	YOUSIF CAPITAL MANAGEMENT, LLC	$14.5M	49,808	+719	ADD
187	GLENMEDE TRUST CO NA	$14.1M	48,489	−4,454	TRIM
188	Mirae Asset Global Investments Co., Ltd.	$14.1M	48,416	+7,905	ADD
189	XPONANCE LLC	$14.0M	48,040	+2,703	ADD
190	KANAWHA CAPITAL MANAGEMENT LLC	$13.9M	47,886	+1,124	ADD
191	IFM Investors Pty Ltd	$13.7M	47,314	+12,799	ADD
192	Retirement Systems of Alabama	$13.7M	47,282	−63	TRIM
193	Janus Henderson Group Ltd.	$13.6M	46,762	−1,310	TRIM
194	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$13.3M	45,764	+248	ADD
195	Capital World Investors	$13.3M	45,664	0	NO CHANGE
196	DAVENPORT & Co LLC	$12.6M	43,433	−1,138	TRIM
197	NORDEA INVESTMENT MANAGEMENT AB	$12.5M	42,878	+20,908	ADD
198	Advisors Asset Management, Inc.	$12.3M	42,446	+1,204	ADD
199	World Investment Advisors	$12.3M	42,190	+735	ADD
200	Daiwa Securities Group Inc.	$12.2M	41,979	+2,089	ADD
201	Tiller Private Wealth, Inc.	$12.2M	41,896	+760	ADD
202	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.1M	41,777	+1,074	ADD
203	Candriam S.C.A.	$11.9M	41,016	+682	ADD
204	GUARDIAN CAPITAL LP	$11.9M	40,801	+14,879	ADD
205	EagleClaw Capital Managment, LLC	$11.8M	40,772	+509	ADD
206	Madison Asset Management, LLC	$11.8M	40,611	+12,384	ADD
207	ROYAL LONDON ASSET MANAGEMENT LTD	$11.7M	40,002	−8,597	TRIM
208	KCM INVESTMENT ADVISORS LLC	$11.6M	39,899	−1,764	TRIM
209	MERCER GLOBAL ADVISORS INC /ADV	$11.6M	39,829	−3,356	TRIM
210	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.5M	39,649	−390	TRIM
211	Teamwork Financial Advisors, LLC	$11.2M	38,541	+38,541	NEW
212	JGP Wealth Management, LLC	$11.1M	38,253	−9,162	TRIM
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.9M	37,651	+12,647	ADD
214	COMMERCE BANK	$10.8M	37,322	+3,546	ADD
215	USS Investment Management Ltd	$10.8M	37,023	+1,350	ADD
216	GRIFFIN ASSET MANAGEMENT, INC.	$10.6M	36,512	+1,567	ADD
217	HFR Wealth Management, LLC	$10.6M	36,490	−510	TRIM
218	Utah Retirement Systems	$10.5M	36,112	−568	TRIM
219	NewEdge Wealth, LLC	$10.5M	36,097	+4,723	ADD
220	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.4M	35,886	+7,018	ADD
221	St. James Investment Company, LLC	$10.4M	35,825	+1,601	ADD
222	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$10.3M	35,430	+26,019	ADD
223	VOYA INVESTMENT MANAGEMENT LLC	$10.3M	35,301	+76	ADD
224	FIDUCIARY TRUST CO	$10.0M	34,317	−607	TRIM
225	Cresset Asset Management, LLC	$9.9M	33,978	+1,572	ADD
226	MGO ONE SEVEN LLC	$9.7M	33,396	−1,637	TRIM
227	WELCH & FORBES LLC	$9.7M	33,262	−250	TRIM
228	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.6M	33,157	+1,039	ADD
229	Private Advisor Group, LLC	$9.6M	33,015	+147	ADD
230	AQR CAPITAL MANAGEMENT LLC	$9.6M	32,957	+9,721	ADD
231	Crossmark Global Holdings, Inc.	$9.5M	32,619	—	NO PRIOR
232	Solidarity Wealth, LLC	$9.4M	32,270	+4,797	ADD
233	HB Wealth Management, LLC	$9.3M	32,042	−952	TRIM
234	Waverly Advisors, LLC	$9.3M	32,003	+977	ADD
235	Socorro Asset Management LP	$9.2M	31,642	+1,176	ADD
236	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.2M	31,535	+718	ADD
237	BANK OF NOVA SCOTIA	$9.0M	31,089	−3,782	TRIM
238	NEOS Investment Management LLC	$9.0M	31,204	+742	ADD
239	Swiss Life Asset Management Ltd	$9.0M	30,902	+4,985	ADD
240	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.9M	30,677	−8,749	TRIM
241	Meiji Yasuda Asset Management Co Ltd.	$8.9M	30,674	+4,290	ADD
242	INTACT INVESTMENT MANAGEMENT INC.	$8.5M	29,400	+5,600	ADD
243	Compass Wealth Management LLC	$8.5M	29,363	−206	TRIM
244	NOMURA HOLDINGS INC	$8.5M	29,293	+14,023	ADD
245	Callan Family Office, LLC	$8.5M	29,188	+3,130	ADD
246	Jain Global LLC	$8.4M	29,020	+29,020	NEW
247	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.4M	28,962	+413	ADD
248	Man Group plc	$8.3M	28,700	+1,927	ADD
249	Pathstone Holdings, LLC	$8.3M	28,603	−270	TRIM
250	Nordwand Advisors, LLC	$8.2M	28,249	+280	ADD
251	GHP Investment Advisors, Inc.	$8.2M	28,228	+1,050	ADD
252	Orion Porfolio Solutions, LLC	$8.2M	28,118	−907	TRIM
253	Vanguard Personalized Indexing Management, LLC	$8.1M	27,751	+1,680	ADD
254	AMERICAN NATIONAL BANK & TRUST	$8.1M	27,731	−4,505	TRIM
255	Marks Group Wealth Management, Inc	$8.0M	27,652	−2,682	TRIM
256	BROWN ADVISORY INC	$7.9M	27,362	−1,340	TRIM
257	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.9M	26,100	+9,770	ADD
258	CULBERTSON A N & CO INC	$7.9M	27,117	+1,691	ADD
259	BNC WEALTH MANAGEMENT, LLC	$7.9M	27,103	+27,103	NEW
260	Atria Investments, Inc	$7.8M	26,803	+81	ADD
261	OPPENHEIMER & CO INC	$7.8M	26,773	+26,773	NEW
262	AE Wealth Management LLC	$7.8M	26,750	+24,513	ADD
263	United Asset Strategies, Inc.	$7.7M	26,504	+22,121	ADD
264	Westerkirk Capital Inc.	$7.7M	26,500	0	NO CHANGE
265	Pine Valley Investments Ltd Liability Co	$7.7M	26,345	−173	TRIM
266	Concurrent Investment Advisors, LLC	$7.6M	26,004	+5,611	ADD
267	Telos Capital Management, Inc.	$7.5M	25,803	−112	TRIM
268	MACKENZIE FINANCIAL CORP	$7.4M	25,623	+2,324	ADD
269	Stratos Wealth Partners, LTD.	$7.4M	25,524	+102	ADD
270	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.4M	25,495	+39	ADD
271	SMA Capital LLC	$7.4M	25,483	+25,483	NEW
272	Kestra Advisory Services, LLC	$7.3M	25,004	+887	ADD
273	SEVEN GRAND MANAGERS, LLC	$7.3M	25,000	+25,000	NEW
274	Woodline Partners LP	$7.3M	24,994	+21,622	ADD
275	CARDEROCK CAPITAL MANAGEMENT INC	$7.2M	24,758	+3,764	ADD
276	Ascent Wealth Partners, LLC	$7.1M	24,553	+1,050	ADD
277	STEPHENS INC /AR/	$7.1M	24,205	+535	ADD
278	Pinnacle Financial Partners, Inc.	$7.0M	24,138	+106	ADD
279	MAI Capital Management	$6.9M	23,918	−2,025	TRIM
280	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.9M	23,678	−213	TRIM
281	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.8M	23,330	+23,330	NEW
282	MEYER HANDELMAN CO	$6.8M	23,268	−1,340	TRIM
283	HOWE & RUSLING INC	$6.7M	23,105	+5,031	ADD
284	BRADLEY FOSTER & SARGENT INC/CT	$6.7M	23,038	−887	TRIM
285	Ally Financial Inc.	$6.7M	23,000	0	NO CHANGE
286	Eurizon Capital SGR S.p.A.	$6.6M	22,774	−7,398	TRIM
287	SCHRODER INVESTMENT MANAGEMENT GROUP	$6.6M	22,557	+1,556	ADD
288	OP Asset Management Ltd	$6.6M	22,607	—	NO PRIOR
289	Two Point Capital Management, Inc.	$6.6M	22,586	−385	TRIM
290	Sowell Financial Services LLC	$6.5M	22,497	+18,122	ADD
291	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.5M	22,490	+1,208	ADD
292	Atlantic Union Bankshares Corp	$6.5M	22,319	−4,367	TRIM
293	Penobscot Investment Management Company, Inc.	$6.3M	21,778	−703	TRIM
294	AZZAD ASSET MANAGEMENT INC /ADV	$6.2M	21,506	+3,908	ADD
295	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.2M	21,404	+21,404	NEW
296	DEARBORN PARTNERS LLC	$6.2M	21,242	−1,150	TRIM
297	Chesley Taft & Associates LLC	$6.2M	21,225	−126	TRIM
298	Investment Management Corp of Ontario	$6.1M	20,833	+8,200	ADD
299	SPRING CAPITAL MANAGEMENT, LLC	$6.0M	20,514	−402	TRIM
300	Trajan Wealth LLC	$5.9M	20,393	+1,641	ADD
301	Kingsview Wealth Management, LLC	$5.9M	20,299	−360	TRIM
302	Third View Private Wealth, LLC	$5.9M	20,268	−857	TRIM
303	Kesler, Norman & Wride, LLC	$5.9M	20,170	+99	ADD
304	MACQUARIE GROUP LTD	$5.8M	20,136	−4,602	TRIM
305	SCOTIA CAPITAL INC.	$5.8M	20,052	+1,690	ADD
306	Federation des caisses Desjardins du Quebec	$5.8M	19,987	+12,257	ADD
307	Vestmark Advisory Solutions, Inc.	$5.8M	19,830	+4,604	ADD
308	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$5.7M	19,633	−1,390	TRIM
309	HM PAYSON & CO	$5.7M	19,614	0	NO CHANGE
310	JANE STREET GROUP, LLC	$5.7M	19,472	+15,824	ADD
311	ProVise Management Group, LLC	$5.6M	19,345	+100	ADD
312	UniSuper Management Pty Ltd	$5.6M	19,278	−923	TRIM
313	ASR Vermogensbeheer N.V.	$5.6M	19,162	+566	ADD
314	Goelzer Investment Management, Inc.	$5.5M	19,090	−174	TRIM
315	Wealth Advisory Solutions, LLC	$5.5M	19,078	−7,490	TRIM
316	Wealthfront Advisers LLC	$5.5M	19,074	+2,968	ADD
317	CAMBIENT FAMILY OFFICE, LLC	$5.5M	19,025	−644	TRIM
318	EP Wealth Advisors, LLC	$5.4M	18,593	−4,405	TRIM
319	Walleye Capital LLC	$5.4M	18,516	+14,212	ADD
320	Linscomb Wealth, Inc.	$5.4M	18,489	−4,226	TRIM
321	BONTEMPO OHLY CAPITAL MGMT LLC	$5.4M	18,488	+3,205	ADD
322	JENNISON ASSOCIATES LLC	$5.4M	18,474	−175	TRIM
323	Blue Zone Wealth Advisors, LLC	$5.3M	18,409	−135	TRIM
324	JOHNSON INVESTMENT COUNSEL INC	$5.3M	18,219	−963	TRIM
325	ADAMS NATURAL RESOURCES FUND, INC.	$5.3M	18,100	0	NO CHANGE
326	Eliot Finkel Investment Counsel, LLC	$5.3M	18,095	−15	TRIM
327	Scissortail Wealth Management, LLC	$5.2M	17,896	+1,618	ADD
328	Bragg Financial Advisors, Inc	$5.1M	17,715	−5,389	TRIM
329	U.S. Capital Wealth Advisors, LLC	$5.1M	17,568	+1,874	ADD
330	REGIONS FINANCIAL CORP	$5.1M	17,459	−1,440	TRIM
331	NAPLES GLOBAL ADVISORS, LLC	$5.0M	17,146	+2,555	ADD
332	OMERS ADMINISTRATION Corp	$5.0M	17,106	+9,148	ADD
333	Monte Financial Group, LLC	$5.0M	17,057	−460	TRIM
334	Clear Trail Advisors, LLC	$4.9M	17,025	+870	ADD
335	Lombard Odier Asset Management (Switzerland) SA	$4.9M	16,964	+3,620	ADD
336	Comprehensive Financial Consultants Institutional, Inc.	$4.9M	16,859	+293	ADD
337	Sterling Capital Management LLC	$4.9M	16,846	+15,694	ADD
338	NorthCrest Asset Manangement, LLC	$4.8M	16,454	−6,015	TRIM
339	HARRELL INVESTMENT PARTNERS, LLC	$4.8M	16,403	−653	TRIM
340	ROMANO BROTHERS AND COMPANY	$4.7M	16,274	−485	TRIM
341	KORNITZER CAPITAL MANAGEMENT INC /KS	$4.7M	16,198	−135	TRIM
342	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.7M	16,069	+4,779	ADD
343	PANAGORA ASSET MANAGEMENT INC	$4.7M	16,025	+1,998	ADD
344	CHOREO, LLC	$4.6M	15,960	+1,234	ADD
345	Ethic Inc.	$4.6M	15,872	+2,058	ADD
346	GS Investments, Inc.	$4.6M	15,841	+53	ADD
347	AIGEN INVESTMENT MANAGEMENT, LP	$4.6M	15,829	+15,829	NEW
348	Morningstar Investment Management LLC	$4.6M	15,805	−319	TRIM
349	Stonebridge Financial Group, LLC	$4.6M	15,748	+674	ADD
350	D.A. DAVIDSON & CO.	$4.5M	15,510	−412	TRIM
351	PRINCIPAL SECURITIES, INC.	$4.4M	15,134	−210	TRIM
352	PARK NATIONAL CORP /OH/	$4.4M	15,126	−629	TRIM
353	Rodgers Brothers Inc.	$4.4M	15,125	−6,128	TRIM
354	Core Alternative Capital	$4.4M	15,114	−1,222	TRIM
355	Harbour Trust & Investment Management Co	$4.4M	15,004	−236	TRIM
356	ABN AMRO INVESTMENT SOLUTIONS	$4.4M	14,986	−12,387	TRIM
357	Sage Capital Advisors,llc	$4.3M	14,920	−36	TRIM
358	Wilmington Savings Fund Society, FSB	$4.3M	14,867	+32	ADD
359	NovaPoint Capital, LLC	$4.3M	14,841	+896	ADD
360	Tulsa Wealth Advisors, INC	$4.3M	14,747	+14,747	NEW
361	Concentric Capital Strategies, LP	$4.2M	14,552	+14,552	NEW
362	Turtle Creek Wealth Advisors, LLC	$4.1M	14,144	+199	ADD
363	Curi Capital, LLC	$4.1M	13,950	−74	TRIM
364	MONARCH CAPITAL MANAGEMENT INC	$4.0M	13,724	+220	ADD
365	UMB Bank, n.a.	$4.0M	13,605	−234	TRIM
366	Lido Advisors, LLC	$3.9M	13,591	−5,180	TRIM
367	Belpointe Asset Management LLC	$3.9M	13,556	+4,974	ADD
368	CALIBER WEALTH MANAGEMENT, LLC / KS	$3.9M	13,532	+142	ADD
369	Walnut Level Capital LLC	$3.9M	13,495	+5,000	ADD
370	First Nebraska Trust Co	$3.9M	13,483	—	NO PRIOR
371	RWA WEALTH PARTNERS, LLC	$3.9M	13,473	+562	ADD
372	EASTERN BANK	$3.9M	13,470	−51,210	TRIM
373	MIZUHO SECURITIES USA LLC	$3.9M	13,461	−2,744	TRIM
374	Generali Asset Management SPA SGR	$3.9M	13,439	−802	TRIM
375	Leonteq Securities AG	$3.9M	13,384	−1,363	TRIM
376	Clark & Stuart, Inc	$3.9M	13,378	−470	TRIM
377	WCG Wealth Advisors LLC	$3.9M	13,360	+397	ADD
378	Rafferty Asset Management, LLC	$3.9M	13,325	−5,314	TRIM
379	Sepio Capital, LP	$3.8M	13,008	+204	ADD
380	LaFleur & Godfrey LLC	$3.8M	12,988	−246	TRIM
381	PITTENGER & ANDERSON INC	$3.8M	12,961	+195	ADD
382	Central Pacific Bank - Trust Division	$3.8M	12,937	−7	TRIM
383	BRADY FAMILY WEALTH, LLC	$3.7M	12,857	+18	ADD
384	Azimuth Capital Investment Management LLC	$3.7M	12,742	+30	ADD
385	Osmosis Investment Management UK Ltd	$3.7M	12,683	+11,008	ADD
386	AG2R LA MONDIALE GESTION D'ACTIFS	$3.7M	12,668	+993	ADD
387	Aptus Capital Advisors, LLC	$3.6M	12,421	−948	TRIM
388	FLPUTNAM INVESTMENT MANAGEMENT CO	$3.6M	12,388	−620	TRIM
389	River Wealth Advisors LLC	$3.6M	12,306	−716	TRIM
390	Marble Harbor Investment Counsel, LLC	$3.6M	12,236	−64	TRIM
391	ExodusPoint Capital Management, LP	$3.5M	12,092	+12,092	NEW
392	WEDGE CAPITAL MANAGEMENT L L P/NC	$3.4M	11,818	−7,170	TRIM
393	Founders Capital Management	$3.4M	11,808	−53	TRIM
394	BEACON FINANCIAL GROUP	$3.4M	11,804	—	NO PRIOR
395	Empowered Funds, LLC	$3.4M	11,861	+11,861	NEW
396	Moors & Cabot, Inc.	$3.4M	11,624	+722	ADD
397	HORAN Wealth, LLC	$3.4M	11,677	+538	ADD
398	VestGen Advisors, LLC	$3.3M	10,942	+6,992	ADD
399	Meridian Wealth Advisors, LLC	$3.3M	11,329	+2,332	ADD
400	Amova Asset Management Americas, Inc.	$3.3M	11,330	+712	ADD
401	Maryland State Retirement & Pension System	$3.3M	11,323	+379	ADD
402	Prospera Financial Services Inc	$3.2M	11,137	−2,444	TRIM
403	MERIDIAN MANAGEMENT CO	$3.2M	10,982	+10,982	NEW
404	Norinchukin Bank, The	$3.2M	10,966	+54	ADD
405	NLB Skladi, upravljanje premozenja, d.o.o.	$3.2M	10,905	0	NO CHANGE
406	NORTHEAST INVESTMENT MANAGEMENT	$3.2M	10,864	−140	TRIM
407	BAILARD, INC.	$3.2M	10,846	+6,268	ADD
408	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.1M	10,821	+10,821	NEW
409	INTECH INVESTMENT MANAGEMENT LLC	$3.1M	10,803	−1,997	TRIM
410	Clearstead Advisors, LLC	$3.1M	10,793	−1,509	TRIM
411	Modera Wealth Management, LLC	$3.1M	10,694	+1,388	ADD
412	Schonfeld Strategic Advisors LLC	$3.1M	10,561	+10,561	NEW
413	Savant Capital, LLC	$3.1M	10,513	+1,619	ADD
414	Apollon Wealth Management, LLC	$3.0M	10,482	−2,962	TRIM
415	Haverford Financial Services, Inc.	$3.0M	10,481	−3,278	TRIM
416	DONALDSON CAPITAL MANAGEMENT, LLC	$3.0M	10,476	−707	TRIM
417	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.0M	10,459	+364	ADD
418	Allspring Global Investments Holdings, LLC	$3.0M	10,445	+172	ADD
419	Tower Research Capital LLC (TRC)	$3.0M	10,385	+3,706	ADD
420	BUCKHEAD CAPITAL MANAGEMENT LLC	$3.0M	10,381	−1,594	TRIM
421	PINKERTON WEALTH, LLC	$3.0M	12,132	−281	TRIM
422	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$2.9M	10,215	+10,215	NEW
423	Round Rock Advisors LLC	$2.9M	10,133	−849	TRIM
424	Jacobi Capital Management LLC	$2.9M	10,054	−439	TRIM
425	FOUNDERS FINANCIAL SECURITIES LLC	$2.9M	9,766	−506	TRIM
426	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.9M	9,990	+486	ADD
427	STRATEGY ASSET MANAGERS LLC	$2.8M	9,677	−901	TRIM
428	CHAPIN DAVIS, INC.	$2.8M	9,516	+27	ADD
429	J.W. COLE ADVISORS, INC.	$2.7M	9,442	−70	TRIM
430	MV CAPITAL MANAGEMENT, INC.	$2.7M	9,442	+177	ADD
431	Birch Hill Investment Advisors LLC	$2.7M	9,401	+330	ADD
432	CWM, LLC	$2.7M	9,388	+548	ADD
433	Vivid Wealth Management, LLC	$2.7M	9,352	+9,352	NEW
434	RFG Advisory, LLC	$2.7M	9,313	+129	ADD
435	QUADRANT CAPITAL GROUP LLC	$2.7M	9,230	−2,393	TRIM
436	BAXTER BROS INC	$2.7M	9,220	−680	TRIM
437	Vident Advisory, LLC	$2.7M	9,202	+1,513	ADD
438	Brevan Howard Capital Management LP	$2.7M	9,166	+9,166	NEW
439	MUFG Securities EMEA plc	$2.7M	9,134	0	NO CHANGE
440	TD Waterhouse Canada Inc.	$2.6M	9,111	+8,027	ADD
441	Summit Trail Advisors, LLC	$2.6M	9,031	+783	ADD
442	OPUS INVESTMENT MANAGEMENT INC	$2.6M	9,000	0	NO CHANGE
443	Peterson Wealth Services	$2.6M	8,804	+483	ADD
444	SVB WEALTH LLC	$2.5M	8,726	−3,132	TRIM
445	NORTHCAPE WEALTH MANAGEMENT, LLC	$2.5M	8,716	+2,096	ADD
446	Prosperity Consulting Group, LLC	$2.5M	8,711	+27	ADD
447	Hixon Zuercher, LLC	$2.5M	8,632	+358	ADD
448	Sequoia Financial Advisors, LLC	$2.5M	8,621	+640	ADD
449	Jefferies Financial Group Inc.	$2.5M	8,617	−17,511	TRIM
450	Dai-ichi Life Insurance Company, Ltd	$2.5M	8,571	−444	TRIM
451	ALKEME WEALTH, LLC	$2.5M	8,557	+1,999	ADD
452	Lineweaver Wealth Advisors, LLC	$2.5M	8,521	+2,650	ADD
453	TRUST CO OF TOLEDO NA /OH/	$2.5M	8,515	+22	ADD
454	WealthPlan Investment Management, LLC	$2.5M	8,461	−5,068	TRIM
455	DELTA FINANCIAL ADVISORS LLC	$2.4M	8,360	+86	ADD
456	JERICHO FINANCIAL, LLP	$2.4M	8,278	−1,380	TRIM
457	Columbia Bank	$2.4M	8,248	−34	TRIM
458	Saudi Central Bank	$2.4M	8,216	+8,216	NEW
459	Strengthening Families & Communities, LLC	$2.4M	8,176	−719	TRIM
460	Platform Technology Partners	$2.4M	8,116	+1,346	ADD
461	Laird Norton Wetherby Trust Company, LLC	$2.4M	8,115	−825	TRIM
462	SevenBridge Financial Group, LLC	$2.3M	7,917	−391	TRIM
463	TWIN CITY PRIVATE WEALTH, LLC	$2.3M	8,030	−446	TRIM
464	CrossGen Wealth, LLC	$2.3M	8,006	−108	TRIM
465	SIMPLEX TRADING, LLC	$2.3M	7,958	+3,394	ADD
466	CENTRAL TRUST Co	$2.3M	7,957	−1,137	TRIM
467	CHATHAM CAPITAL GROUP, INC.	$2.3M	7,949	−151	TRIM
468	Strategic Advisors LLC	$2.3M	7,882	−99	TRIM
469	MYCIO WEALTH PARTNERS, LLC	$2.3M	7,876	0	NO CHANGE
470	Allianz Asset Management GmbH	$2.2M	7,699	−3,126	TRIM
471	JENSEN INVESTMENT MANAGEMENT INC	$2.2M	7,695	−1,340	TRIM
472	Corsicana & Co.	$2.2M	7,579	+7,579	NEW
473	MidFirst Bank	$2.2M	7,679	+1,325	ADD
474	Chicago Capital, LLC	$2.2M	7,617	−3,484	TRIM
475	Crescent Sterling, Ltd.	$2.2M	7,565	−49	TRIM
476	QRG CAPITAL MANAGEMENT, INC.	$2.2M	7,542	+570	ADD
477	Cordatus Wealth Management LLC	$2.2M	7,521	+89	ADD
478	Empirical Finance, LLC	$2.2M	7,520	−11	TRIM
479	Siemens Fonds Invest GmbH	$2.2M	7,504	+54	ADD
480	BAR HARBOR WEALTH MANAGEMENT	$2.2M	7,502	−811	TRIM
481	Choate Investment Advisors	$2.2M	7,489	+17	ADD
482	Beacon Pointe Advisors, LLC	$2.1M	7,366	+3,971	ADD
483	1ST SOURCE BANK	$2.1M	7,357	−42	TRIM
484	NBT BANK, N.A.	$2.1M	7,327	−559	TRIM
485	Independence Bank of Kentucky	$2.1M	7,323	−323	TRIM
486	Ascent Group, LLC	$2.1M	7,296	+1,070	ADD
487	Voya Financial Advisors, Inc.	$2.1M	7,166	−116	TRIM
488	Patrick Mauro Investment Advisor, INC.	$2.1M	7,137	−3,228	TRIM
489	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	7,124	+12	ADD
490	Patriot Financial Group Insurance Agency, LLC	$2.1M	7,074	+3,559	ADD
491	Caldwell Trust Co	$2.0M	7,041	0	NO CHANGE
492	SAGESPRING WEALTH PARTNERS, LLC	$2.0M	6,995	+752	ADD
493	Phoenix Wealth Advisors	$2.0M	6,953	+5,779	ADD
494	Castle Rock Wealth Management, LLC	$2.0M	6,880	+205	ADD
495	Beverly Hills Private Wealth, LLC	$2.0M	6,945	+5,594	ADD
496	Capital International Sarl	$2.0M	6,932	−3,154	TRIM
497	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	6,835	−13	TRIM
498	Dynamic Advisor Solutions LLC	$2.0M	6,824	−24	TRIM
499	FIRST CITIZENS BANK & TRUST CO	$2.0M	6,808	−1,269	TRIM
500	Smith Salley Wealth Management	$1.9M	6,707	+481	ADD

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

Congress ↔ notable managers · APD

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Markel Group $21.9M held
Trimming: 2 Viking Global Investors, Gotham Asset Management $1.2B held

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

Merged timeline of congressional filings and notable-manager moves on APD
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	TRIM	−678,439 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,479 sh
2026-05-01	Markel Group 13F	ADD	+4,000 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

27 members of Congress disclosed APD — 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).