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 ↗

AMPHENOL CORP · CL A · quarter ended 2026-03-31 · 15 members disclosed APH ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,667 holders are listed, largest first: 1,667
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $131B
holders whose share count rose or who opened the position (new + add), by shares: 870
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 178

Holders — quarter ended 2026-03-31

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

13F holders of APH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$12.9B	101,966,066	−4,171,540	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$10.1B	79,875,456	—	NO PRIOR
3	FMR LLC	$10.0B	79,477,521	−6,943,274	TRIM
4	STATE STREET CORP	$7.3B	57,396,418	+482,820	ADD
5	JPMORGAN CHASE & CO	$5.9B	49,270,578	+14,945,430	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.5B	35,850,171	—	NO PRIOR
7	Capital International Investors	$4.5B	35,333,842	+11,653,093	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$3.9B	31,295,967	+977,315	ADD
9	Capital Research Global Investors	$3.4B	26,630,629	+10,173,753	ADD
10	BANK OF AMERICA CORP /DE/	$2.6B	20,675,686	−1,281,766	TRIM
11	MORGAN STANLEY	$2.2B	17,512,450	−673,497	TRIM
12	Bank of New York Mellon Corp	$2.1B	16,312,088	−1,398,045	TRIM
13	WELLINGTON MANAGEMENT GROUP LLP	$1.9B	15,001,671	+2,581,669	ADD
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.8B	13,964,627	−1,948,449	TRIM
15	NORTHERN TRUST CORP	$1.7B	13,469,540	−40,726	TRIM
16	Nuveen, LLC	$1.7B	13,122,461	+5,322,488	ADD
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.5B	11,884,529	+26,174	ADD
18	Invesco Ltd.	$1.5B	11,777,152	+2,826,430	ADD
19	JENNISON ASSOCIATES LLC	$1.3B	10,238,520	−18,859	TRIM
20	ROYAL BANK OF CANADA	$1.2B	9,768,089	−869,665	TRIM
21	Janus Henderson Group Ltd.	$1.2B	9,458,488	−446,139	TRIM
22	FRANKLIN RESOURCES INC	$1.2B	9,306,837	−2,155,390	TRIM
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.2B	9,287,216	+912,449	ADD
24	Legal & General Group Plc	$1.0B	8,114,004	−200,174	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$934M	7,390,201	+152,101	ADD
26	VANGUARD FIDUCIARY TRUST CO	$896M	7,090,111	—	NO PRIOR
27	WELLS FARGO & COMPANY/MN	$893M	7,067,726	+376,641	ADD
28	VICTORY CAPITAL MANAGEMENT INC	$814M	6,442,036	−2,020,871	TRIM
29	DEUTSCHE BANK AG\	$809M	6,405,947	−89,876	TRIM
30	Amundi	$806M	6,381,320	+604,259	ADD
31	UBS Group AG	$796M	6,303,318	+1,724,328	ADD
32	FLOSSBACH VON STORCH SE	$704M	5,568,649	−1,712,174	TRIM
33	AQR CAPITAL MANAGEMENT LLC	$697M	5,649,669	+2,061,679	ADD
34	AMERICAN CENTURY COMPANIES INC	$671M	5,307,856	−525,319	TRIM
35	ENVESTNET ASSET MANAGEMENT INC	$661M	5,231,684	−213,647	TRIM
36	BARCLAYS PLC	$635M	5,027,734	−79,017	TRIM
37	VOYA INVESTMENT MANAGEMENT LLC	$594M	4,701,866	−935,998	TRIM
38	ALKEON CAPITAL MANAGEMENT LLC	$583M	4,617,948	+873,345	ADD
39	EDGEWOOD MANAGEMENT LLC	$582M	4,604,449	+1,482,974	ADD
40	ALLIANCEBERNSTEIN L.P.	$551M	4,074,952	−1,099,368	TRIM
41	DIMENSIONAL FUND ADVISORS LP	$546M	4,327,082	+813,746	ADD
42	AXIOM INVESTORS LLC /DE	$539M	4,267,387	+272,970	ADD
43	Mawer Investment Management Ltd.	$504M	3,986,761	−1,098,785	TRIM
44	STIFEL FINANCIAL CORP	$468M	3,707,682	+56,053	ADD
45	TD ASSET MANAGEMENT INC	$456M	3,608,908	−479,805	TRIM
46	Swiss National Bank	$454M	3,592,300	+246,600	ADD
47	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$443M	3,505,726	+3,075,599	ADD
48	National Pension Service	$420M	3,324,626	+3,324,626	NEW
49	Swedbank AB	$409M	3,240,447	−934,043	TRIM
50	LAZARD ASSET MANAGEMENT LLC	$402M	3,178,900	−574,093	TRIM
51	Alecta Tjanstepension Omsesidigt	$401M	3,175,000	−3,515,000	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$394M	3,119,106	−1,017,912	TRIM
53	RAYMOND JAMES FINANCIAL INC	$392M	3,104,943	+135,657	ADD
54	PRINCIPAL FINANCIAL GROUP INC	$366M	2,896,337	+145,847	ADD
55	Egerton Capital (UK) LLP	$363M	2,871,353	−836,558	TRIM
56	Mitsubishi UFJ Asset Management Co., Ltd.	$360M	2,847,871	+215,188	ADD
57	Alyeska Investment Group, L.P.	$358M	2,836,921	+984,860	ADD
58	CANADA PENSION PLAN INVESTMENT BOARD	$343M	2,711,727	+1,147,349	ADD
59	Vanguard Global Advisers, LLC	$340M	2,690,527	—	NO PRIOR
60	Allianz Asset Management GmbH	$336M	2,658,974	−123,380	TRIM
61	Qube Research & Technologies Ltd	$322M	2,549,676	+1,937,807	ADD
62	BLAIR WILLIAM & CO/IL	$318M	2,520,319	−133,572	TRIM
63	HSBC HOLDINGS PLC	$295M	2,339,773	−2,266,323	TRIM
64	WORLDQUANT MILLENNIUM ADVISORS LLC	$294M	2,327,548	+650,088	ADD
65	MILLENNIUM MANAGEMENT LLC	$293M	2,320,894	+998,493	ADD
66	CIBC Bancorp USA Inc.	$274M	2,167,957	—	NO PRIOR
67	VANGUARD ASSET MANAGEMENT, Ltd	$248M	1,958,904	—	NO PRIOR
68	Local Pensions Partnership Investment Ltd	$247M	1,951,700	−292,900	TRIM
69	Man Group plc	$243M	1,925,820	+46,334	ADD
70	Allspring Global Investments Holdings, LLC	$238M	1,867,546	+156,774	ADD
71	BANK OF MONTREAL /CAN/	$235M	1,863,865	−177,487	TRIM
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$226M	1,784,888	+692,268	ADD
73	Vontobel Holding Ltd.	$225M	1,783,600	−721,997	TRIM
74	USS Investment Management Ltd	$220M	1,739,556	+249,155	ADD
75	FIRST TRUST ADVISORS LP	$214M	1,689,755	+500,997	ADD
76	Bank Julius Baer & Co. Ltd, Zurich	$211M	1,690,500	+606,150	ADD
77	BAMCO INC /NY/	$210M	1,659,690	−51,052	TRIM
78	SCHRODER INVESTMENT MANAGEMENT GROUP	$202M	1,595,729	−111,281	TRIM
79	Navera Investment Management Ltd.	$202M	1,594,959	−71,344	TRIM
80	Capital World Investors	$196M	1,553,787	+1,553,787	NEW
81	FENIMORE ASSET MANAGEMENT INC	$196M	1,550,590	−115,219	TRIM
82	CITIGROUP INC	$193M	1,525,408	−72,097	TRIM
83	LPL Financial LLC	$190M	1,502,939	−32,031	TRIM
84	Maren Capital LLC	$187M	1,477,762	−20,354	TRIM
85	MACKENZIE FINANCIAL CORP	$187M	1,476,411	−484,146	TRIM
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$182M	1,439,828	+41,981	ADD
87	James Hambro & Partners LLP	$179M	1,420,385	−143,713	TRIM
88	Cerity Partners LLC	$178M	1,410,675	+57,865	ADD
89	BNP Paribas Asset Management Holding S.A.	$175M	1,382,847	+151,209	ADD
90	AustralianSuper Pty Ltd	$173M	1,372,030	−431,262	TRIM
91	DAVIS R M INC	$172M	1,356,402	−19,098	TRIM
92	Zurcher Kantonalbank (Zurich Cantonalbank)	$171M	1,354,475	+1,354,475	NEW
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$170M	1,349,405	+230,977	ADD
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$169M	1,560,039	+1,300,324	ADD
95	Winslow Capital Management, LLC	$168M	1,328,007	−2,374,163	TRIM
96	GLENMEDE TRUST CO NA	$166M	1,311,351	−99,299	TRIM
97	Alphinity Investment Management Pty Ltd	$162M	1,279,344	−1,290,943	TRIM
98	Madison Asset Management, LLC	$158M	1,251,006	−89,835	TRIM
99	Aberdeen Group plc	$154M	1,221,102	+194,284	ADD
100	Select Equity Group, L.P.	$152M	1,199,943	+534,692	ADD
101	Baird Financial Group, Inc.	$150M	1,187,029	+1,187,029	NEW
102	SEI INVESTMENTS CO	$148M	1,167,564	−1,132,937	TRIM
103	DANSKE BANK A/S	$147M	1,161,025	−25,305	TRIM
104	NATIONAL BANK OF CANADA /FI/	$143M	1,134,670	+272,877	ADD
105	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$142M	1,120,367	−38,534	TRIM
106	JANE STREET GROUP, LLC	$139M	1,102,037	+960,297	ADD
107	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$136M	1,077,434	+1,077,434	NEW
108	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$134M	1,063,830	+330	ADD
109	NORDEA INVESTMENT MANAGEMENT AB	$133M	1,095,863	+319,351	ADD
110	CITADEL ADVISORS LLC	$131M	1,036,810	+412,745	ADD
111	AVIVA PLC	$130M	1,027,242	+31,204	ADD
112	JOHNSON INVESTMENT COUNSEL INC	$127M	1,008,580	−43,289	TRIM
113	APG Asset Management N.V.	$123M	1,120,056	−306,500	TRIM
114	CONGRESS ASSET MANAGEMENT CO	$122M	967,292	+4,731	ADD
115	Atalan Capital Partners, LP	$122M	962,450	−417,050	TRIM
116	MONTRUSCO BOLTON INVESTMENTS INC.	$118M	935,551	+935,551	NEW
117	COOKSON PEIRCE & CO INC	$117M	926,128	−25,870	TRIM
118	Korea Investment CORP	$117M	925,828	+34,808	ADD
119	HARDING LOEVNER LP	$113M	892,714	−61,645	TRIM
120	BRADLEY FOSTER & SARGENT INC/CT	$112M	886,118	−121,593	TRIM
121	Bridgewater Associates, LP	$109M	863,048	+64,684	ADD
122	Stonehage Fleming Financial Services Holdings Ltd	$109M	858,929	−530,366	TRIM
123	PRUDENTIAL FINANCIAL INC	$107M	850,380	−2,427	TRIM
124	Railway Pension Investments Ltd	$107M	847,200	−88,500	TRIM
125	KEYBANK NATIONAL ASSOCIATION/OH	$106M	841,428	−35,012	TRIM
126	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$106M	837,852	0	NO CHANGE
127	AGF MANAGEMENT LTD	$106M	836,042	−835,653	TRIM
128	Port Capital LLC	$103M	812,604	−116,074	TRIM
129	NISSAY ASSET MANAGEMENT CORP /JAPAN	$102M	810,812	−329,070	TRIM
130	Resona Asset Management Co.,Ltd.	$102M	820,420	+1,856	ADD
131	SANDS CAPITAL MANAGEMENT, LLC	$102M	805,602	−73,402	TRIM
132	Ensign Peak Advisors, Inc	$102M	803,736	−35,502	TRIM
133	PFA Pension, Forsikringsaktieselskab	$99.9M	791,003	+791,003	NEW
134	Analog Century Management LP	$98.7M	780,955	+52,896	ADD
135	MERCER GLOBAL ADVISORS INC /ADV	$97.3M	769,693	−96,620	TRIM
136	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$96.8M	766,770	−437,582	TRIM
137	JUPITER ASSET MANAGEMENT LTD	$96.7M	786,882	+786,882	NEW
138	TD Waterhouse Canada Inc.	$96.6M	757,382	+621,424	ADD
139	NZS Capital, LLC	$95.9M	758,975	+273,049	ADD
140	Quantinno Capital Management LP	$90.8M	718,905	+117,929	ADD
141	Summit Trail Advisors, LLC	$90.8M	718,247	+60,110	ADD
142	BENJAMIN EDWARDS INC	$88.6M	701,084	+3,471	ADD
143	Birch Hill Investment Advisors LLC	$88.2M	698,111	−33,965	TRIM
144	ROYAL LONDON ASSET MANAGEMENT LTD	$87.0M	688,791	0	NO CHANGE
145	Mariner, LLC	$85.3M	674,806	+41,990	ADD
146	Carmignac Gestion	$84.6M	669,236	−524,964	TRIM
147	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$83.9M	664,039	+226,550	ADD
148	STATE OF WISCONSIN INVESTMENT BOARD	$83.3M	659,074	+26,325	ADD
149	Rockefeller Capital Management L.P.	$81.7M	646,855	+108,083	ADD
150	Creative Planning	$81.0M	641,072	+21,685	ADD
151	COUNTRY TRUST BANK	$79.6M	630,071	−46,123	TRIM
152	Pictet Asset Management Holding SA	$79.5M	629,096	+89,454	ADD
153	Polar Capital Holdings Plc	$79.1M	625,970	−226,199	TRIM
154	MACQUARIE GROUP LTD	$78.0M	616,949	−198,596	TRIM
155	TUDOR INVESTMENT CORP ET AL	$77.6M	613,970	+613,970	NEW
156	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$77.6M	613,821	+565,432	ADD
157	Chevy Chase Trust Holdings, LLC	$77.2M	611,388	−10,500	TRIM
158	US BANCORP \DE\	$77.0M	609,299	−22,026	TRIM
159	B. Metzler seel. Sohn & Co. AG	$76.2M	603,388	−12,887	TRIM
160	Fiera Capital Corp	$74.8M	592,245	−340,513	TRIM
161	Asset Management One Co., Ltd.	$73.3M	580,115	+30,553	ADD
162	RENAISSANCE TECHNOLOGIES LLC	$72.5M	574,100	+574,100	NEW
163	Vanguard Investments Australia, Ltd.	$72.2M	571,362	—	NO PRIOR
164	Woodline Partners LP	$71.5M	565,953	−617,266	TRIM
165	Zurich Insurance Group Ltd/FI	$71.1M	563,112	+275,805	ADD
166	Life Cycle Investment Partners Ltd	$68.6M	542,616	+340,268	ADD
167	COMPASS CAPITAL MANAGEMENT, INC	$68.3M	540,505	−71,472	TRIM
168	Jefferies Financial Group Inc.	$67.1M	531,298	+296,672	ADD
169	Dundas Partners LLP	$66.7M	527,892	−4,909	TRIM
170	Corient Private Wealth LLC	$66.4M	528,530	−947,504	TRIM
171	STOREBRAND ASSET MANAGEMENT AS	$66.2M	524,310	—	NO PRIOR
172	ZACKS INVESTMENT MANAGEMENT	$65.9M	521,318	+10,986	ADD
173	TEACHER RETIREMENT SYSTEM OF TEXAS	$65.8M	521,016	−126,875	TRIM
174	Capital International, Inc./CA/	$65.1M	515,281	+202,323	ADD
175	CREDIT AGRICOLE S A	$64.6M	511,074	−50,386	TRIM
176	FOSTER DYKEMA CABOT & PARTNERS, LLC	$63.5M	501,462	−8,832	TRIM
177	J. Stern & Co. LLP	$63.1M	499,402	−76,270,389	TRIM
178	Swiss Life Asset Management Ltd	$63.0M	498,518	+49,835	ADD
179	NISA INVESTMENT ADVISORS, LLC	$62.5M	493,481	+41,084	ADD
180	NOMURA ASSET MANAGEMENT CO LTD	$62.0M	490,495	+19,771	ADD
181	WHITTIER TRUST CO	$61.3M	484,572	+33,078	ADD
182	HOWLAND CAPITAL MANAGEMENT LLC	$60.1M	474,544	−134,553	TRIM
183	Gotham Asset Management, LLC	$60.0M	474,932	+121,044	ADD
184	Bristol Gate Capital Partners Inc.	$58.5M	463,289	−147,974	TRIM
185	IEQ CAPITAL, LLC	$57.9M	458,641	+121,625	ADD
186	KLP KAPITALFORVALTNING AS	$57.9M	457,424	+17,200	ADD
187	FIFTH THIRD BANCORP	$57.5M	455,357	+285,408	ADD
188	Robeco Institutional Asset Management B.V.	$57.2M	452,812	−33,717	TRIM
189	PALISADE CAPITAL MANAGEMENT, LP	$56.2M	444,923	−67,850	TRIM
190	DnB Asset Management AS	$54.5M	431,161	+73,575	ADD
191	Guinness Asset Management LTD	$54.0M	427,403	−43,766	TRIM
192	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$54.0M	427,338	−376,763	TRIM
193	WEDGE CAPITAL MANAGEMENT L L P/NC	$53.4M	422,830	−47,250	TRIM
194	State of New Jersey Common Pension Fund D	$53.2M	420,734	0	NO CHANGE
195	FACTORY MUTUAL INSURANCE CO	$53.1M	420,434	+36,400	ADD
196	AVITY INVESTMENT MANAGEMENT INC.	$49.9M	395,315	−95,889	TRIM
197	ALTA CAPITAL MANAGEMENT LLC/	$49.8M	394,255	−74,779	TRIM
198	TORONTO DOMINION BANK	$48.6M	384,729	−425,253	TRIM
199	Amanah Holdings Trust	$48.4M	382,716	0	NO CHANGE
200	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$47.0M	371,890	−40,840	TRIM
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$46.7M	369,674	−17,300	TRIM
202	CIBC Asset Management Inc	$46.7M	369,523	+3,059	ADD
203	BROWN ADVISORY INC	$46.5M	367,934	+2,566	ADD
204	Capital International Sarl	$46.4M	367,122	+256,527	ADD
205	FARMERS & MERCHANTS INVESTMENTS INC	$46.1M	364,984	+9,299	ADD
206	Tredje AP-fonden	$45.6M	360,688	+109,414	ADD
207	Nippon Life Global Investors Americas, Inc.	$44.5M	351,770	−56,860	TRIM
208	QRG CAPITAL MANAGEMENT, INC.	$44.4M	351,263	−58,741	TRIM
209	Cetera Investment Advisers	$42.6M	336,867	+22,281	ADD
210	XPONANCE LLC	$42.5M	336,264	+29,492	ADD
211	Arizona State Retirement System	$42.4M	335,550	−11,488	TRIM
212	Czech National Bank	$42.3M	334,771	+12,006	ADD
213	PUBLIC SECTOR PENSION INVESTMENT BOARD	$41.6M	329,530	−89,902	TRIM
214	Sumitomo Mitsui DS Asset Management Company, Ltd	$41.5M	328,325	+9,790	ADD
215	UMB Bank, n.a.	$40.4M	319,514	−48,180	TRIM
216	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$40.0M	316,790	+40,366	ADD
217	D. E. Shaw & Co., Inc.	$39.3M	311,092	−48,632	TRIM
218	HighTower Advisors, LLC	$38.8M	307,132	+33,600	ADD
219	RENAISSANCE GROUP LLC	$38.6M	305,160	−21,993	TRIM
220	Main Street Research LLC	$38.0M	301,043	+5,686	ADD
221	Calamos Advisors LLC	$37.6M	297,447	−2,907	TRIM
222	Focus Partners Wealth	$37.3M	294,874	+72,532	ADD
223	FIDUCIARY TRUST CO	$37.0M	293,036	−17,672	TRIM
224	Rafferty Asset Management, LLC	$36.9M	291,757	−94,524	TRIM
225	TWO SIGMA INVESTMENTS, LP	$36.7M	290,609	+178,553	ADD
226	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$36.5M	289,264	+173,661	ADD
227	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$36.2M	286,619	+40,320	ADD
228	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.2M	286,337	+1,615	ADD
229	Mirae Asset Global Investments Co., Ltd.	$36.0M	284,818	+31,162	ADD
230	ING GROEP NV	$36.0M	284,732	−184,106	TRIM
231	Tidal Investments LLC	$35.6M	281,865	+118,257	ADD
232	ProShare Advisors LLC	$35.6M	281,468	−63,061	TRIM
233	CIBC WORLD MARKET INC.	$35.4M	279,938	−19,803	TRIM
234	Clearbridge Investments, LLC	$35.1M	277,585	−567,515	TRIM
235	BANK OF NOVA SCOTIA	$34.7M	274,969	−453,945	TRIM
236	South Street Advisors LLC	$33.8M	267,313	−8,308	TRIM
237	NOESIS CAPITAL MANGEMENT CORP	$33.6M	265,749	+6,073	ADD
238	OSAIC HOLDINGS, INC.	$33.4M	264,236	+18,162	ADD
239	Talos Eurisko Asset Management LP	$33.3M	263,400	+181,499	ADD
240	Retirement Systems of Alabama	$33.0M	261,035	+635	ADD
241	Groupe la Francaise	$32.8M	259,200	+116,387	ADD
242	Cornerstone Capital, Inc.	$32.3M	255,510	−2,692	TRIM
243	Generate Investment Management Ltd	$32.1M	254,042	−34,267	TRIM
244	Daiwa Securities Group Inc.	$32.0M	253,623	−8,471	TRIM
245	JLB & ASSOCIATES INC	$32.0M	253,092	−41,025	TRIM
246	NFJ INVESTMENT GROUP, LLC	$31.2M	247,014	+171,870	ADD
247	Manitou Investment Management Ltd.	$31.2M	246,560	−50,811	TRIM
248	STEPHENS INC /AR/	$31.1M	246,384	−3,461	TRIM
249	DUDLEY & SHANLEY, INC.	$31.1M	245,751	−37,160	TRIM
250	Cumberland Partners Ltd	$30.8M	244,081	+91,976	ADD
251	EP Wealth Advisors, LLC	$30.7M	243,114	−1,080	TRIM
252	NorthCrest Asset Manangement, LLC	$30.7M	239,752	−69,925	TRIM
253	Trexquant Investment LP	$30.6M	242,576	+242,576	NEW
254	IFM Investors Pty Ltd	$30.6M	241,948	+8,363	ADD
255	ODDO BHF ASSET MANAGEMENT SAS	$30.5M	241,745	+69,863	ADD
256	JACOBSON & SCHMITT ADVISORS, LLC	$30.3M	240,019	−6,868	TRIM
257	Andra AP-fonden	$30.3M	239,588	+117,453	ADD
258	TRUIST FINANCIAL CORP	$30.0M	237,214	−12,167	TRIM
259	Cartenna Capital, LP	$29.7M	235,000	+235,000	NEW
260	Eurizon Capital SGR S.p.A.	$29.7M	235,223	−31,287	TRIM
261	OPPENHEIMER ASSET MANAGEMENT INC.	$29.5M	233,453	+233,453	NEW
262	Vanguard Personalized Indexing Management, LLC	$29.4M	232,293	−11,052	TRIM
263	Zimmer Partners, LP	$29.3M	231,500	+231,500	NEW
264	NORTH STAR ASSET MANAGEMENT INC	$29.0M	229,413	−9,331	TRIM
265	Norinchukin Bank, The	$28.9M	229,073	+9,524	ADD
266	Inspire Investing, LLC	$28.9M	228,847	+70,584	ADD
267	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$28.6M	226,551	+226,551	NEW
268	JENSEN INVESTMENT MANAGEMENT INC	$28.5M	225,363	−5,125	TRIM
269	LONE PINE CAPITAL LLC	$28.2M	223,084	−2,586,689	TRIM
270	ATALANTA SOSNOFF CAPITAL, LLC	$27.8M	220,101	+220,101	NEW
271	UniSuper Management Pty Ltd	$27.7M	219,533	+1,184	ADD
272	M&T BANK CORP	$27.7M	219,443	−28,186	TRIM
273	Varma Mutual Pension Insurance Co	$27.6M	218,589	0	NO CHANGE
274	Stratos Wealth Partners, LTD.	$27.0M	213,837	−1,059	TRIM
275	ASSETMARK, INC	$26.7M	211,138	+155,644	ADD
276	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$26.5M	212,440	+68,421	ADD
277	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$26.4M	209,769	+40,799	ADD
278	CWM, LLC	$26.3M	208,122	+15,485	ADD
279	Chesley Taft & Associates LLC	$26.1M	206,274	−4	TRIM
280	Gradient Investments LLC	$25.6M	202,831	−11,624	TRIM
281	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$25.6M	202,620	+202,620	NEW
282	Senator Investment Group LP	$25.3M	200,000	0	NO CHANGE
283	Cresset Asset Management, LLC	$25.2M	199,107	−19,219	TRIM
284	MARSICO CAPITAL MANAGEMENT LLC	$25.1M	198,781	0	NO CHANGE
285	CI INVESTMENTS INC.	$25.1M	198,711	+9,470	ADD
286	Utah Retirement Systems	$25.1M	198,382	−1,601	TRIM
287	Arbejdsmarkedets Tillaegspension	$25.0M	198,004	+29,911	ADD
288	Moran Wealth Management, LLC	$24.8M	195,887	−8,858	TRIM
289	SHELTON CAPITAL MANAGEMENT	$24.6M	195,055	−22,502	TRIM
290	Addenda Capital Inc.	$24.5M	193,786	−4,942	TRIM
291	NS Partners Ltd	$24.4M	193,344	+193,344	NEW
292	WHITTIER TRUST CO OF NEVADA INC	$24.4M	192,519	+12,284	ADD
293	Aptus Capital Advisors, LLC	$24.3M	192,162	+37,996	ADD
294	NATIXIS	$24.2M	191,341	+187,164	ADD
295	Pathstone Holdings, LLC	$24.1M	190,375	−1,053	TRIM
296	CAPITAL INTERNATIONAL LTD /CA/	$24.0M	189,976	+133,935	ADD
297	Varenne Capital Partners	$23.5M	185,367	+1,617	ADD
298	CONFLUENCE INVESTMENT MANAGEMENT LLC	$23.5M	185,611	−13,670	TRIM
299	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$22.5M	177,935	0	NO CHANGE
300	Advisors Asset Management, Inc.	$22.4M	177,437	−7,912	TRIM
301	Squarepoint Ops LLC	$22.3M	176,435	+143,814	ADD
302	Wealthfront Advisers LLC	$22.3M	176,262	+8,022	ADD
303	Dai-ichi Life Insurance Company, Ltd	$22.3M	176,165	−8,223	TRIM
304	NEOS Investment Management LLC	$22.1M	175,134	−83,151	TRIM
305	KANAWHA CAPITAL MANAGEMENT LLC	$21.8M	172,717	+4,231	ADD
306	Penobscot Investment Management Company, Inc.	$21.7M	172,108	−698	TRIM
307	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$21.6M	170,752	+3,037	ADD
308	OAK ASSOCIATES LTD /OH/	$21.5M	170,008	−10,000	TRIM
309	FIL Ltd	$21.5M	169,851	−10,033	TRIM
310	Steward Partners Investment Advisory, LLC	$21.4M	169,609	+23,369	ADD
311	FIRST FOUNDATION ADVISORS	$21.3M	168,723	−4,997	TRIM
312	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$21.3M	168,704	−47,944	TRIM
313	Perennial Advisors, LLC	$21.3M	168,622	−5,388	TRIM
314	NOMURA HOLDINGS INC	$21.3M	168,334	+107,722	ADD
315	Chicago Capital, LLC	$21.2M	167,854	+30,784	ADD
316	MML INVESTORS SERVICES, LLC	$21.2M	167,398	−23,300	TRIM
317	Empowered Funds, LLC	$21.0M	166,498	+166,498	NEW
318	Callan Family Office, LLC	$20.7M	163,822	+4,740	ADD
319	EASTERN BANK	$20.3M	161,029	+113,304	ADD
320	FIRST MANHATTAN CO. LLC.	$20.0M	158,111	−2,806	TRIM
321	Engineers Gate Manager LP	$19.9M	157,377	−7,702	TRIM
322	AE Wealth Management LLC	$19.8M	157,042	+4,203	ADD
323	Banco Santander, S.A.	$19.4M	153,543	−59,333	TRIM
324	CenterBook Partners LP	$19.2M	152,327	−13,641	TRIM
325	11 Capital Partners LP	$19.1M	150,874	−43,008	TRIM
326	Segment Wealth Management, LLC	$19.0M	150,178	+1,072	ADD
327	Evelyn Partners Investment Management LLP	$19.0M	150,010	+44,876	ADD
328	Envestnet Portfolio Solutions, Inc.	$18.8M	148,693	−676	TRIM
329	PRUDENTIAL PLC	$18.7M	147,609	+94,163	ADD
330	HITE Hedge Asset Management LLC	$18.6M	146,862	+135,072	ADD
331	Epoch Investment Partners, Inc.	$18.5M	146,211	−13,041	TRIM
332	Cornerstone Advisors, LLC	$18.4M	145,885	+145,885	NEW
333	THAMES CAPITAL MANAGEMENT LLC	$18.4M	145,675	−7,037	TRIM
334	GDS Wealth Management	$18.3M	144,538	+7,815	ADD
335	CABOT WEALTH MANAGEMENT INC	$18.2M	144,299	−29,075	TRIM
336	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$17.8M	140,669	+442	ADD
337	YHB Investment Advisors, Inc.	$17.8M	140,640	+665	ADD
338	Synergy Asset Management, LLC	$17.7M	140,238	+140,238	NEW
339	Regents Gate Capital LLP	$17.3M	137,207	+32,830	ADD
340	Verition Fund Management LLC	$17.2M	136,038	−3,634	TRIM
341	Y-Intercept (Hong Kong) Ltd	$16.8M	132,771	+113,449	ADD
342	AIA Group Ltd	$16.7M	132,242	+56,564	ADD
343	HFR Wealth Management, LLC	$16.6M	131,692	−83,101	TRIM
344	Vest Financial, LLC	$16.6M	131,355	+111,024	ADD
345	GUARDIAN CAPITAL LP	$16.4M	129,747	+110,200	ADD
346	1832 Asset Management L.P.	$16.4M	129,463	−161,790	TRIM
347	Richard C. Young & CO., LTD.	$16.3M	129,384	+129,384	NEW
348	ASR Vermogensbeheer N.V.	$16.2M	128,426	+2,095	ADD
349	SEB Asset Management AB	$16.2M	128,412	—	NO PRIOR
350	Covea Finance	$16.1M	127,136	−31,384	TRIM
351	COMMONWEALTH EQUITY SERVICES, LLC	$16.0M	126,549	+1,721	ADD
352	TEMA ETFS LLC	$16.0M	126,538	+15,883	ADD
353	ExodusPoint Capital Management, LP	$15.9M	126,186	+101,749	ADD
354	Brookstone Capital Management	$15.9M	126,004	+5,295	ADD
355	FRONTIER CAPITAL MANAGEMENT CO LLC	$15.8M	124,757	−102,275	TRIM
356	BRANT POINT INVESTMENT MANAGEMENT LLC	$15.7M	123,962	−15,038	TRIM
357	OP Asset Management Ltd	$15.6M	123,797	—	NO PRIOR
358	Nutshell Asset Management Ltd	$15.4M	122,218	+20,976	ADD
359	OSSIAM	$15.0M	118,895	+99,377	ADD
360	FLPUTNAM INVESTMENT MANAGEMENT CO	$14.8M	117,501	−5,055	TRIM
361	SCOPUS ASSET MANAGEMENT, L.P.	$14.7M	115,994	+47,230	ADD
362	FEDERATED HERMES, INC.	$14.6M	115,609	−474,595	TRIM
363	COMMERCE BANK	$14.6M	115,247	−2,159	TRIM
364	MGO ONE SEVEN LLC	$14.5M	114,877	−6,342	TRIM
365	CARDEROCK CAPITAL MANAGEMENT INC	$14.3M	113,454	−10,321	TRIM
366	Lido Advisors, LLC	$14.3M	113,115	−52,822	TRIM
367	Turtle Creek Wealth Advisors, LLC	$14.2M	112,002	+5,741	ADD
368	Baker Avenue Asset Management, LP	$14.1M	111,525	+6,519	ADD
369	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.1M	111,287	+10,568	ADD
370	EXCHANGE TRADED CONCEPTS, LLC	$13.8M	109,494	+47,456	ADD
371	Transamerica Financial Advisors, LLC	$13.8M	109,308	−6,104	TRIM
372	Aristotle Atlantic Partners, LLC	$13.8M	109,251	−4,427	TRIM
373	Ironvine Capital Partners, LLC	$13.8M	109,142	−14,724	TRIM
374	Orion Porfolio Solutions, LLC	$13.7M	108,536	+21,400	ADD
375	INTECH INVESTMENT MANAGEMENT LLC	$13.6M	107,738	+35,145	ADD
376	OpenArc Corporate Advisory, LLC	$13.4M	106,079	+35,699	ADD
377	Saraza Management, LP	$13.3M	105,150	−7,850	TRIM
378	Jain Global LLC	$13.3M	105,066	−154,443	TRIM
379	Vinva Investment Management Ltd	$13.2M	111,001	−10,361	TRIM
380	NLB Skladi, upravljanje premozenja, d.o.o.	$13.2M	104,207	0	NO CHANGE
381	Federation des caisses Desjardins du Quebec	$13.0M	102,975	+42,990	ADD
382	Atria Investments, Inc	$13.0M	102,656	−12,302	TRIM
383	Danica Pension, Livsforsikringsaktieselskab	$12.9M	101,944	+101,944	NEW
384	Suncoast Equity Management	$12.8M	101,617	−1,613	TRIM
385	FIRST CITIZENS BANK & TRUST CO	$12.8M	101,344	+1,680	ADD
386	Ethic Inc.	$12.6M	99,998	−11,016	TRIM
387	&PARTNERS	$12.6M	141,264	+3,522	ADD
388	KR Capital LP	$12.4M	98,339	—	NO PRIOR
389	OMERS ADMINISTRATION Corp	$12.3M	97,453	+16,659	ADD
390	Investment Management Corp of Ontario	$12.3M	97,221	−11,131	TRIM
391	Smith Salley Wealth Management	$12.0M	95,306	+5,540	ADD
392	BFSG, LLC	$11.9M	93,919	−2,024	TRIM
393	Ravenstone Capital Management Inc.	$11.7M	92,972	—	NO PRIOR
394	Texas Capital Bank Wealth Management Services Inc	$11.7M	92,301	−6,913	TRIM
395	HANCOCK WHITNEY CORP	$11.6M	78,998	+78,998	NEW
396	ALBION FINANCIAL GROUP /UT	$11.5M	90,995	−69,405	TRIM
397	PETREDIS INVESTMENT ADVISORS LLC	$11.4M	90,548	−744	TRIM
398	Midwest Trust Co	$11.4M	90,388	+386	ADD
399	Pinnacle Financial Partners, Inc.	$11.3M	89,801	+2,917	ADD
400	Indivisible Partners	$11.3M	89,670	+19,562	ADD
401	Aware Super Pty Ltd as trustee of Aware Super	$11.2M	88,469	—	NO PRIOR
402	Vident Advisory, LLC	$11.1M	87,981	+14,231	ADD
403	NewEdge Advisors, LLC	$11.1M	87,674	+87,674	NEW
404	WINTON GROUP Ltd	$11.1M	87,673	−23,750	TRIM
405	Progressive Investment Management Corp	$11.1M	87,668	−88	TRIM
406	Mill Capital Management, LLC	$11.0M	87,224	+6,520	ADD
407	Vestmark Advisory Solutions, Inc.	$10.9M	86,203	+38,022	ADD
408	Tower Research Capital LLC (TRC)	$10.7M	84,788	+47,848	ADD
409	Candriam S.C.A.	$10.6M	84,133	−5	TRIM
410	Texas Yale Capital Corp.	$10.5M	83,214	−22	TRIM
411	LaFleur & Godfrey LLC	$10.0M	79,122	−831	TRIM
412	Generali Asset Management SPA SGR	$10.0M	79,090	−7,982	TRIM
413	DAVENPORT & Co LLC	$10.0M	78,780	+14,682	ADD
414	MEEDER ASSET MANAGEMENT INC	$9.9M	78,590	+2,739	ADD
415	Sone Capital Management, LLC	$9.9M	78,186	−39,537	TRIM
416	Kepler Cheuvreux (Suisse) SA	$9.7M	76,984	−26,514	TRIM
417	XTX Topco Ltd	$9.7M	76,519	+54,071	ADD
418	Apollon Wealth Management, LLC	$9.7M	76,428	+651	ADD
419	BURNEY CO/	$9.6M	75,818	−26,354	TRIM
420	HB Wealth Management, LLC	$9.5M	75,473	+9,402	ADD
421	Crossmark Global Holdings, Inc.	$9.5M	75,341	—	NO PRIOR
422	REGIONS FINANCIAL CORP	$9.5M	75,120	−8,735	TRIM
423	MARTINGALE ASSET MANAGEMENT L P	$9.5M	74,942	−11,469	TRIM
424	Reliant Investment Management, LLC	$9.5M	74,892	+410	ADD
425	Advocacy Wealth Management, LLC	$9.4M	74,382	+24,292	ADD
426	MIZUHO SECURITIES USA LLC	$9.4M	74,311	−14,817	TRIM
427	Illinois Municipal Retirement Fund	$9.4M	74,295	+13,595	ADD
428	GHP Investment Advisors, Inc.	$9.3M	73,973	−3,698	TRIM
429	Regency Capital Management Inc.\DE	$9.2M	73,029	−11,337	TRIM
430	FORA Capital, LLC	$9.2M	73,001	+26,149	ADD
431	WESTPAC BANKING CORP	$9.2M	72,629	−10,067	TRIM
432	KP Management LLC	$9.2M	72,500	+10,000	ADD
433	Badgley Phelps Wealth Managers, LLC	$9.0M	70,937	+10,701	ADD
434	ELEVATION POINT WEALTH PARTNERS, LLC	$9.0M	70,783	+59,192	ADD
435	ALPS ADVISORS INC	$8.9M	70,328	−1,693	TRIM
436	HOWE & RUSLING INC	$8.8M	69,599	−582	TRIM
437	Signal Advisors Wealth, LLC	$8.8M	69,406	+27,529	ADD
438	Allworth Financial LP	$8.6M	67,823	+5,506	ADD
439	Kestra Advisory Services, LLC	$8.5M	67,493	+11,071	ADD
440	HM PAYSON & CO	$8.3M	65,900	+58,137	ADD
441	Huntleigh Advisors, Inc.	$8.3M	65,844	−4,889	TRIM
442	NovaPoint Capital, LLC	$8.2M	65,115	+1,188	ADD
443	Kenora Financial, LLC	$8.2M	64,966	−297	TRIM
444	FOURPATH CAPITAL MANAGEMENT, LLC	$8.2M	64,948	−1,726	TRIM
445	Knollwood Investment Advisory, LLC	$8.1M	64,028	0	NO CHANGE
446	Pelham Capital Ltd.	$8.0M	63,665	+63,665	NEW
447	AXXCESS WEALTH MANAGEMENT, LLC	$8.0M	63,601	+507	ADD
448	TORRAY INVESTMENT PARTNERS LLC	$8.0M	63,135	−968	TRIM
449	SAWGRASS ASSET MANAGEMENT LLC	$7.9M	62,732	−1,738	TRIM
450	Americana Partners, LLC	$7.9M	62,535	+51	ADD
451	PANAGORA ASSET MANAGEMENT INC	$7.8M	61,976	+51,083	ADD
452	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$7.8M	61,669	−712,600	TRIM
453	Dana Investment Advisors, Inc.	$7.8M	61,629	+2,645	ADD
454	Maryland State Retirement & Pension System	$7.7M	61,328	0	NO CHANGE
455	Merit Financial Group, LLC	$7.7M	61,055	+3,598	ADD
456	Forvis Mazars Wealth Advisors, LLC	$7.7M	60,768	−804	TRIM
457	FULTON BANK, N.A.	$7.6M	60,181	−324	TRIM
458	Qsemble Capital Management, LP	$7.6M	59,989	+59,989	NEW
459	Ayrshire Capital Management LLC	$7.6M	59,802	−23,248	TRIM
460	Ascent Wealth Partners, LLC	$7.6M	59,801	+54,991	ADD
461	Beacon Harbor Wealth Advisors, Inc.	$7.5M	59,537	−2,004	TRIM
462	Gerber Kawasaki Wealth & Investment Management	$7.5M	59,295	+5,737	ADD
463	BTC Capital Management, Inc.	$7.5M	59,186	+7,577	ADD
464	Davis Investment Partners, LLC	$7.4M	58,664	0	NO CHANGE
465	Asio Capital, LLC	$7.4M	58,617	+2,079	ADD
466	ITHAKA GROUP LLC	$7.4M	58,253	+1,290	ADD
467	Curi Capital, LLC	$7.3M	57,658	+33,964	ADD
468	Johnson Financial Group, Inc.	$7.3M	57,330	+7,813	ADD
469	INTACT INVESTMENT MANAGEMENT INC.	$7.3M	57,400	+57,400	NEW
470	MARIETTA INVESTMENT PARTNERS LLC	$7.2M	57,345	+2,374	ADD
471	New Age Alpha Advisors, LLC	$7.2M	57,068	−7,447	TRIM
472	COLDSTREAM CAPITAL MANAGEMENT INC	$7.2M	56,643	+27,549	ADD
473	M.D. Sass, LLC	$7.1M	56,182	−100	TRIM
474	OPPENHEIMER & CO INC	$7.1M	55,906	+55,906	NEW
475	Siemens Fonds Invest GmbH	$7.1M	55,877	−2,377	TRIM
476	Evercore Wealth Management, LLC	$7.1M	55,806	−5,511	TRIM
477	Laird Norton Wetherby Trust Company, LLC	$7.0M	55,483	−2,099	TRIM
478	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	$7.0M	55,124	+55,124	NEW
479	Katamaran Capital LLP	$6.9M	54,604	+33,520	ADD
480	Elo Mutual Pension Insurance Co	$6.9M	54,418	+1,086	ADD
481	ABN AMRO INVESTMENT SOLUTIONS	$6.8M	53,550	+7,488	ADD
482	Catalyst Capital Advisors LLC	$6.7M	53,200	−1,505	TRIM
483	QUEST INVESTMENT MANAGEMENT LLC	$6.7M	53,167	+17,422	ADD
484	Dakota Wealth Management	$6.7M	53,006	+21,631	ADD
485	NewEdge Wealth, LLC	$6.7M	52,908	−22,076	TRIM
486	MATTERN CAPITAL MANAGEMENT, LLC	$6.7M	52,880	−10,410	TRIM
487	Guinness Atkinson Asset Management Inc	$6.6M	52,213	−3,654	TRIM
488	Capital Group Private Client Services, Inc.	$6.6M	52,137	+11,437	ADD
489	McKinley Carter Wealth Services, Inc.	$6.5M	51,304	+5,552	ADD
490	MUFG Securities EMEA plc	$6.4M	50,394	+213	ADD
491	LEVEL FOUR ADVISORY SERVICES, LLC	$6.3M	50,182	+613	ADD
492	MAI Capital Management	$6.3M	49,624	+525	ADD
493	TOKIO MARINE ASSET MANAGEMENT CO LTD	$6.1M	48,315	+4,371	ADD
494	Harvest Investment Services, LLC	$6.1M	48,288	+4,829	ADD
495	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.1M	48,077	+6,227	ADD
496	Jones Kertz & Associates, Inc.	$6.0M	47,753	−790	TRIM
497	Stratos Investment Management, LLC	$6.0M	47,546	+46,011	ADD
498	Norway Savings Bank	$6.0M	47,271	−1,308	TRIM
499	Lombard Odier Asset Management (Switzerland) SA	$6.0M	47,217	−4,500	TRIM
500	Sowell Financial Services LLC	$5.9M	46,505	−1,546	TRIM

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

Congress ↔ notable managers · APH

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

Congress · last 90 days

Buyers: 4 Alan Armstrong R–OK, Dan Newhouse R–WA-4, Gilbert Ray Cisneros, Jr. D–CA-31, Rick Larsen D–WA-2 $4K–$60K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 5 Bridgewater Associates, Tudor Investment Corp, Gotham Asset Management, Caxton Associates, Moore Capital Management $253M held
Trimming: 1 Lone Pine Capital $28.2M held

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

Merged timeline of congressional filings and notable-manager moves on APH
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	BUY	$1K–$15K
2026-07-12	Rick Larsen Congress	BUY	$1K–$15K
2026-05-15	Bridgewater Associates 13F	ADD	+64,684 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+613,970 sh
2026-05-15	Gotham Asset Management 13F	ADD	+121,044 sh
2026-05-15	Moore Capital Management 13F	NEW	+5,565 sh
2026-05-15	Lone Pine Capital 13F	TRIM	−2,586,689 sh
2026-05-14	Caxton Associates 13F	ADD	+28,520 sh

10 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

15 members of Congress disclosed APH — 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).