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 ↗

BRISTOL-MYERS SQUIBB CO · COM · quarter ended 2026-03-31 · 42 members disclosed BMY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,097 holders are listed, largest first: 2,097
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $88.9B
holders whose share count rose or who opened the position (new + add), by shares: 1,076
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 187

Holders — quarter ended 2026-03-31

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

13F holders of BMY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.4B	171,682,888	−5,142,518	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.0B	132,320,240	—	NO PRIOR
3	STATE STREET CORP	$6.0B	98,564,914	+584,476	ADD
4	JPMORGAN CHASE & CO	$5.5B	92,475,194	+17,107,541	ADD
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.7B	61,115,373	−10,207,019	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$3.3B	55,286,174	+2,647,828	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	46,230,155	—	NO PRIOR
8	BANK OF AMERICA CORP /DE/	$2.0B	32,586,981	+17,527,686	ADD
9	AQR CAPITAL MANAGEMENT LLC	$1.8B	29,631,105	+3,834,200	ADD
10	MORGAN STANLEY	$1.8B	29,198,554	+849,917	ADD
11	AMERIPRISE FINANCIAL INC	$1.6B	26,470,718	−1,587,938	TRIM
12	PRIMECAP MANAGEMENT CO/CA/	$1.5B	24,985,149	+109,599	ADD
13	NORTHERN TRUST CORP	$1.5B	24,758,771	+163,677	ADD
14	Bank of New York Mellon Corp	$1.4B	23,301,337	−1,194,538	TRIM
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	22,719,320	+1,281,734	ADD
16	Independent Franchise Partners LLP	$1.3B	21,275,474	+447,326	ADD
17	DIMENSIONAL FUND ADVISORS LP	$1.1B	18,762,589	+520,330	ADD
18	PZENA INVESTMENT MANAGEMENT LLC	$1.0B	17,095,731	−847,772	TRIM
19	Legal & General Group Plc	$1.0B	16,877,626	−488,406	TRIM
20	Invesco Ltd.	$941M	15,509,999	−1,322,484	TRIM
21	SCHRODER INVESTMENT MANAGEMENT GROUP	$742M	12,235,494	−318,868	TRIM
22	TWO SIGMA INVESTMENTS, LP	$700M	11,535,106	+6,873,064	ADD
23	VANGUARD FIDUCIARY TRUST CO	$699M	11,517,204	—	NO PRIOR
24	ROYAL BANK OF CANADA	$665M	10,958,702	−1,684,783	TRIM
25	FMR LLC	$647M	10,671,103	+420,797	ADD
26	VICTORY CAPITAL MANAGEMENT INC	$555M	9,151,211	+946,795	ADD
27	DEUTSCHE BANK AG\	$548M	9,036,485	+240,752	ADD
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$538M	8,872,779	−8,317,781	TRIM
29	Capital International Investors	$511M	8,432,445	−12,559,082	TRIM
30	UBS Group AG	$437M	7,200,449	+1,049,337	ADD
31	Allianz Asset Management GmbH	$417M	6,879,864	+1,384,478	ADD
32	Robeco Institutional Asset Management B.V.	$408M	6,733,740	+28,933	ADD
33	Amundi	$405M	6,673,998	+642,539	ADD
34	MILLENNIUM MANAGEMENT LLC	$397M	6,545,442	+5,801,783	ADD
35	FIL Ltd	$381M	6,278,815	−213,361	TRIM
36	FRANKLIN RESOURCES INC	$376M	6,198,167	−2,352,990	TRIM
37	Swiss National Bank	$362M	5,974,400	+396,700	ADD
38	WELLS FARGO & COMPANY/MN	$361M	5,946,447	+7,244	ADD
39	Nuveen, LLC	$353M	5,813,633	+287,372	ADD
40	M&G Plc	$352M	5,764,140	−1,371,341	TRIM
41	Man Group plc	$343M	5,658,497	−2,659,041	TRIM
42	FIRST TRUST ADVISORS LP	$336M	5,534,556	+243,511	ADD
43	National Pension Service	$335M	5,531,199	+5,531,199	NEW
44	WELLINGTON MANAGEMENT GROUP LLP	$334M	5,506,996	−1,414,512	TRIM
45	BARCLAYS PLC	$329M	5,419,207	−1,899,064	TRIM
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$317M	5,233,948	+121,813	ADD
47	Mitsubishi UFJ Asset Management Co., Ltd.	$309M	5,092,003	+333,373	ADD
48	HSBC HOLDINGS PLC	$292M	4,821,508	−8,027,922	TRIM
49	Vanguard Global Advisers, LLC	$287M	4,734,916	—	NO PRIOR
50	DODGE & COX	$280M	4,622,820	−2,455,430	TRIM
51	Sumitomo Mitsui Trust Group, Inc.	$275M	4,542,241	−662,879	TRIM
52	BNP Paribas Asset Management Holding S.A.	$267M	4,407,916	−58,912	TRIM
53	ALLIANCEBERNSTEIN L.P.	$263M	4,872,680	+2,217,159	ADD
54	VANGUARD ASSET MANAGEMENT, Ltd	$249M	4,101,345	—	NO PRIOR
55	CANADA PENSION PLAN INVESTMENT BOARD	$248M	4,095,618	−422,719	TRIM
56	RAYMOND JAMES FINANCIAL INC	$238M	3,921,135	−56,734	TRIM
57	PANAGORA ASSET MANAGEMENT INC	$225M	3,715,745	+419,925	ADD
58	SEB Asset Management AB	$218M	3,586,365	—	NO PRIOR
59	Aberdeen Group plc	$208M	3,422,423	+25,458	ADD
60	WORLDQUANT MILLENNIUM ADVISORS LLC	$206M	3,392,094	+1,222,514	ADD
61	LPL Financial LLC	$195M	3,212,769	+359,262	ADD
62	Qube Research & Technologies Ltd	$194M	3,203,665	+772,565	ADD
63	Ensign Peak Advisors, Inc	$182M	3,001,221	+785,725	ADD
64	Swedbank AB	$180M	2,961,679	−17,734	TRIM
65	Artemis Investment Management LLP	$175M	2,885,298	+1,144,545	ADD
66	CITIGROUP INC	$155M	2,561,350	+183,928	ADD
67	Employees Provident Fund Board	$152M	2,509,000	+450,000	ADD
68	BANK OF MONTREAL /CAN/	$144M	2,369,085	−247,146	TRIM
69	NATIONAL BANK OF CANADA /FI/	$143M	2,360,302	−723,372	TRIM
70	NEW YORK STATE COMMON RETIREMENT FUND	$143M	2,351,578	+3,200	ADD
71	PRINCIPAL FINANCIAL GROUP INC	$141M	2,321,918	+119	ADD
72	JANE STREET GROUP, LLC	$137M	2,265,508	+2,102,131	ADD
73	Capital World Investors	$135M	2,225,030	+2,225,030	NEW
74	SEI INVESTMENTS CO	$133M	2,199,004	+166,705	ADD
75	AustralianSuper Pty Ltd	$129M	2,125,356	−209,324	TRIM
76	NATIXIS	$125M	2,068,064	+522,535	ADD
77	NORDEA INVESTMENT MANAGEMENT AB	$122M	2,033,068	+1,832,750	ADD
78	STIFEL FINANCIAL CORP	$122M	2,005,102	+14,825	ADD
79	Sofinnova Investments, Inc.	$121M	1,988,721	+475,727	ADD
80	MACQUARIE GROUP LTD	$119M	1,958,745	−57,459	TRIM
81	LAZARD ASSET MANAGEMENT LLC	$117M	1,924,036	+368,193	ADD
82	Mirae Asset Global Investments Co., Ltd.	$116M	1,919,528	−195,832	TRIM
83	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$112M	1,842,539	+11,034	ADD
84	ENVESTNET ASSET MANAGEMENT INC	$111M	1,825,394	+291,858	ADD
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$109M	1,790,120	−10,044	TRIM
86	AVIVA PLC	$107M	1,767,159	+51,415	ADD
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$107M	1,766,418	+241,405	ADD
88	Mariner, LLC	$106M	1,744,281	+399,393	ADD
89	Mitsubishi UFJ Trust & Banking Corp	$105M	1,736,084	+136,480	ADD
90	IEQ CAPITAL, LLC	$104M	1,721,625	+267,368	ADD
91	Korea Investment CORP	$103M	1,703,989	+209,534	ADD
92	Universal- Beteiligungs- und Servicegesellschaft mbH	$102M	1,682,461	−155,360	TRIM
93	STOREBRAND ASSET MANAGEMENT AS	$102M	1,680,032	—	NO PRIOR
94	AMERICAN CENTURY COMPANIES INC	$97.9M	1,614,388	−478,461	TRIM
95	PUBLIC SECTOR PENSION INVESTMENT BOARD	$97.6M	1,609,745	+1,235,583	ADD
96	PFA Pension, Forsikringsaktieselskab	$96.8M	1,595,854	+1,595,854	NEW
97	KLP KAPITALFORVALTNING AS	$96.5M	1,591,658	+28,500	ADD
98	Douglas Lane & Associates, LLC	$95.5M	1,574,502	+2,256	ADD
99	PRUDENTIAL FINANCIAL INC	$93.2M	1,536,275	−350,935	TRIM
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$91.8M	1,513,317	+1,513,317	NEW
101	CITADEL ADVISORS LLC	$90.6M	1,494,234	+471,773	ADD
102	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$90.0M	1,483,832	+97,271	ADD
103	ADAGE CAPITAL PARTNERS GP, L.L.C.	$89.0M	1,466,671	+1,033,502	ADD
104	MACKENZIE FINANCIAL CORP	$88.9M	1,465,433	+357,312	ADD
105	Pictet Asset Management Holding SA	$86.9M	1,432,429	−73,242	TRIM
106	DANSKE BANK A/S	$86.8M	1,431,697	+210,110	ADD
107	Retirement Systems of Alabama	$85.4M	1,407,986	−613	TRIM
108	Cerity Partners LLC	$84.5M	1,392,773	−24,573	TRIM
109	Mediolanum International Funds Ltd	$82.9M	1,387,138	+145,209	ADD
110	US BANCORP \DE\	$80.6M	1,329,743	−8,854	TRIM
111	TD ASSET MANAGEMENT INC	$80.4M	1,325,976	+29,809	ADD
112	Eurizon Capital SGR S.p.A.	$80.2M	1,322,794	−203,524	TRIM
113	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$79.8M	1,635,544	+102,189	ADD
114	Bank Julius Baer & Co. Ltd, Zurich	$77.2M	1,280,971	+35,930	ADD
115	TRUIST FINANCIAL CORP	$77.2M	1,272,131	+69,974	ADD
116	CWM, LLC	$76.2M	1,256,734	+28,144	ADD
117	Epoch Investment Partners, Inc.	$74.5M	1,228,074	+55,319	ADD
118	Swiss Life Asset Management Ltd	$73.0M	1,203,133	+22,967	ADD
119	FIFTH THIRD BANCORP	$72.3M	1,191,379	+624,735	ADD
120	Harvest Portfolios Group Inc.	$72.1M	1,188,173	−124,687	TRIM
121	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$70.6M	1,163,953	−917,126	TRIM
122	HighTower Advisors, LLC	$69.9M	1,153,327	+28,288	ADD
123	APG Asset Management N.V.	$69.7M	1,323,671	−126,143	TRIM
124	GLENMEDE TRUST CO NA	$68.9M	1,135,862	−1,391	TRIM
125	Woodline Partners LP	$68.0M	1,120,638	+51,521	ADD
126	Cullen Capital Management, LLC	$67.9M	1,119,669	−57,057	TRIM
127	Allspring Global Investments Holdings, LLC	$67.6M	1,095,654	+57,224	ADD
128	Connor, Clark & Lunn Investment Management Ltd.	$66.8M	1,100,589	+1,100,589	NEW
129	STATE OF WISCONSIN INVESTMENT BOARD	$66.4M	1,095,622	+28,096	ADD
130	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$64.3M	1,050,815	+282,775	ADD
131	Railway Pension Investments Ltd	$63.1M	1,040,700	−143,700	TRIM
132	Chevy Chase Trust Holdings, LLC	$61.8M	1,018,951	−30,743	TRIM
133	Vanguard Investments Australia, Ltd.	$61.6M	1,015,261	—	NO PRIOR
134	Advisors Capital Management, LLC	$61.3M	1,010,102	+75,107	ADD
135	Vestal Point Capital, LP	$60.7M	1,000,000	+750,000	ADD
136	COMMONWEALTH EQUITY SERVICES, LLC	$60.2M	992,662	−252,846	TRIM
137	TEACHER RETIREMENT SYSTEM OF TEXAS	$60.2M	992,376	−161,180	TRIM
138	RENAISSANCE TECHNOLOGIES LLC	$59.3M	977,051	−1,376,638	TRIM
139	Vinva Investment Management Ltd	$57.7M	965,241	+26,900	ADD
140	CAMBIAR INVESTORS LLC	$57.3M	944,246	−38,930	TRIM
141	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$57.1M	941,009	−18,800	TRIM
142	Nan Shan Life Insurance Co., Ltd.	$57.0M	939,759	0	NO CHANGE
143	Asset Management One Co., Ltd.	$56.5M	930,822	−31,054	TRIM
144	Creative Planning	$56.3M	928,033	+179,268	ADD
145	ORBIMED ADVISORS LLC	$56.1M	925,000	+150,000	ADD
146	Janus Henderson Group Ltd.	$55.4M	912,926	−60,148	TRIM
147	TORONTO DOMINION BANK	$55.2M	909,773	−430,738	TRIM
148	ROYAL LONDON ASSET MANAGEMENT LTD	$54.8M	903,602	−4,312	TRIM
149	Neuberger Berman Group LLC	$53.6M	884,303	+127,273	ADD
150	Quantinno Capital Management LP	$53.1M	875,068	+170,317	ADD
151	Gotham Asset Management, LLC	$52.3M	862,207	+79,339	ADD
152	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$51.8M	853,951	+25,209	ADD
153	VOYA INVESTMENT MANAGEMENT LLC	$51.4M	847,055	−12,099	TRIM
154	SECTOR GAMMA AS	$50.2M	827,901	+81,946	ADD
155	OSAIC HOLDINGS, INC.	$50.2M	827,253	+35,779	ADD
156	Cetera Investment Advisers	$49.9M	822,948	+40,910	ADD
157	Candriam S.C.A.	$49.8M	821,620	−85,094	TRIM
158	Banco Santander, S.A.	$49.0M	807,784	−16,278	TRIM
159	NOMURA ASSET MANAGEMENT CO LTD	$48.2M	794,909	+22,681	ADD
160	CREDIT AGRICOLE S A	$47.6M	785,099	−105,679	TRIM
161	DnB Asset Management AS	$47.6M	784,341	+50,994	ADD
162	JACOBS LEVY EQUITY MANAGEMENT, INC	$47.0M	774,419	−88,791	TRIM
163	M&T BANK CORP	$46.8M	771,822	−4,861	TRIM
164	BANK OF NOVA SCOTIA	$45.7M	752,756	−50,416	TRIM
165	SEIZERT CAPITAL PARTNERS, LLC	$44.3M	729,793	−28,324	TRIM
166	ARIEL INVESTMENTS, LLC	$43.8M	721,731	−10,946	TRIM
167	CIBC Bancorp USA Inc.	$42.8M	706,108	—	NO PRIOR
168	Tidal Investments LLC	$42.6M	708,717	+567,716	ADD
169	Rockefeller Capital Management L.P.	$42.5M	700,668	+23,234	ADD
170	Vontobel Holding Ltd.	$42.2M	695,820	−67,308	TRIM
171	State of New Jersey Common Pension Fund D	$42.2M	695,733	−12,789	TRIM
172	Resona Asset Management Co.,Ltd.	$40.2M	664,074	−5,292	TRIM
173	Lansforsakringar Fondforvaltning AB (publ)	$40.0M	659,076	−104,772	TRIM
174	Illinois Municipal Retirement Fund	$37.9M	625,642	−87,210	TRIM
175	Focus Partners Wealth	$37.9M	624,337	+65,636	ADD
176	Tredje AP-fonden	$36.6M	604,075	+604,075	NEW
177	CONNING INC.	$36.6M	603,414	−59,334	TRIM
178	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$36.4M	600,889	−144,605	TRIM
179	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$36.4M	600,279	+81,506	ADD
180	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$36.1M	595,006	+105,200	ADD
181	BERKSHIRE ASSET MANAGEMENT LLC/PA	$36.0M	593,856	+11,222	ADD
182	STATE OF MICHIGAN RETIREMENT SYSTEM	$35.8M	589,933	−1,000	TRIM
183	MERCER GLOBAL ADVISORS INC /ADV	$35.7M	588,491	+127,574	ADD
184	KING LUTHER CAPITAL MANAGEMENT CORP	$35.4M	582,998	+51,712	ADD
185	GUGGENHEIM CAPITAL LLC	$34.2M	564,144	−18,353	TRIM
186	EXCHANGE TRADED CONCEPTS, LLC	$34.0M	560,618	+444,385	ADD
187	Arizona State Retirement System	$33.8M	557,851	−14,511	TRIM
188	Osmosis Investment Management UK Ltd	$33.6M	554,811	+94,620	ADD
189	Czech National Bank	$33.6M	554,625	+17,827	ADD
190	NISA INVESTMENT ADVISORS, LLC	$33.5M	552,368	−5,648	TRIM
191	NorthCoast Asset Management LLC	$33.0M	543,470	−31,687	TRIM
192	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$32.9M	543,291	−98,196	TRIM
193	MARTINGALE ASSET MANAGEMENT L P	$32.4M	534,665	−12,208	TRIM
194	Point72 Asset Management, L.P.	$32.2M	531,198	−2,472,913	TRIM
195	Union Bancaire Privee, UBP SA	$32.1M	569,583	+63,563	ADD
196	KEYBANK NATIONAL ASSOCIATION/OH	$31.8M	524,469	+15,960	ADD
197	AGF MANAGEMENT LTD	$31.1M	512,888	−60,511	TRIM
198	MetLife Investment Management, LLC	$29.9M	493,565	−13,396	TRIM
199	CIBC Asset Management Inc	$29.9M	493,079	+10,613	ADD
200	WEDGE CAPITAL MANAGEMENT L L P/NC	$29.9M	492,985	−70,425	TRIM
201	AE Wealth Management LLC	$29.8M	491,008	+90,056	ADD
202	EDGAR LOMAX CO/VA	$29.7M	489,420	+424,210	ADD
203	OPPENHEIMER ASSET MANAGEMENT INC.	$29.5M	486,825	+1,668	ADD
204	ALPS ADVISORS INC	$29.4M	484,385	−36,441	TRIM
205	OAKTOP CAPITAL MANAGEMENT II, L.P.	$29.1M	479,991	0	NO CHANGE
206	Daiwa Securities Group Inc.	$29.0M	477,467	−67,929	TRIM
207	XPONANCE LLC	$28.9M	476,542	+51,882	ADD
208	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.8M	474,382	+854	ADD
209	HANCOCK WHITNEY CORP	$28.7M	474,193	+474,193	NEW
210	Baird Financial Group, Inc.	$28.4M	468,115	+468,115	NEW
211	ING GROEP NV	$28.1M	462,653	+137,676	ADD
212	INTECH INVESTMENT MANAGEMENT LLC	$27.4M	451,521	−643,255	TRIM
213	Corient Private Wealth LLC	$26.9M	445,821	−611,861	TRIM
214	Grantham, Mayo, Van Otterloo & Co. LLC	$26.2M	432,391	−546,497	TRIM
215	MEYER HANDELMAN CO	$26.2M	431,165	−4,716	TRIM
216	Trexquant Investment LP	$26.0M	428,302	−378,433	TRIM
217	Wealthfront Advisers LLC	$25.9M	427,748	+72,630	ADD
218	IFM Investors Pty Ltd	$25.8M	426,053	+4,567	ADD
219	Catalio Capital Management, LP	$25.5M	420,727	−227,172	TRIM
220	BLAIR WILLIAM & CO/IL	$25.3M	417,659	+58,735	ADD
221	Cresset Asset Management, LLC	$25.0M	412,464	+58,269	ADD
222	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$25.0M	411,657	+54,063	ADD
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$24.9M	410,156	+166,559	ADD
224	Zurich Insurance Group Ltd/FI	$24.7M	406,602	−32,636	TRIM
225	Varma Mutual Pension Insurance Co	$23.8M	393,026	+40,000	ADD
226	Arnhold LLC	$23.7M	391,005	0	NO CHANGE
227	TCTC Holdings, LLC	$23.5M	388,238	−300	TRIM
228	USS Investment Management Ltd	$23.2M	382,894	+20,383	ADD
229	CIBC WORLD MARKET INC.	$22.6M	371,997	−126,997	TRIM
230	GRIMES & Co WEALTH MANAGEMENT, LLC	$22.5M	371,095	+23,476	ADD
231	HOMESTEAD ADVISERS CORP	$22.4M	370,021	−4,200	TRIM
232	Merit Financial Group, LLC	$22.4M	368,614	+213,504	ADD
233	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$22.3M	367,310	+286,833	ADD
234	Sanctuary Advisors, LLC	$21.7M	358,571	+19,316	ADD
235	QRG CAPITAL MANAGEMENT, INC.	$21.6M	355,896	+64,689	ADD
236	ZACKS INVESTMENT MANAGEMENT	$21.2M	349,349	+93,658	ADD
237	Empowered Funds, LLC	$20.9M	344,513	+344,513	NEW
238	Andra AP-fonden	$20.2M	332,662	−348,938	TRIM
239	Utah Retirement Systems	$20.1M	331,182	−5,499	TRIM
240	Aware Super Pty Ltd as trustee of Aware Super	$19.9M	328,003	—	NO PRIOR
241	ProShare Advisors LLC	$19.4M	320,097	−77,438	TRIM
242	Investment Management Corp of Ontario	$19.4M	320,030	+11,666	ADD
243	KORNITZER CAPITAL MANAGEMENT INC /KS	$19.1M	314,534	−590	TRIM
244	D. E. Shaw & Co., Inc.	$18.8M	309,838	+9,975	ADD
245	Crossmark Global Holdings, Inc.	$18.7M	308,976	—	NO PRIOR
246	Birchview Capital, LP	$18.6M	306,268	+3,426	ADD
247	ARS Investment Partners, LLC	$18.6M	306,127	+106,826	ADD
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$18.4M	303,035	+7,860	ADD
249	D.A. DAVIDSON & CO.	$18.4M	302,594	+7,665	ADD
250	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$18.3M	301,465	−8,028	TRIM
251	KLCM Advisors, Inc.	$18.2M	300,430	−19,755	TRIM
252	Rakuten Investment Management, Inc.	$18.1M	303,261	+34,319	ADD
253	NEOS Investment Management LLC	$18.1M	298,133	−81,725	TRIM
254	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.0M	297,067	−3,459	TRIM
255	Systematic Alpha Investments, LLC	$18.0M	296,292	0	NO CHANGE
256	Pinnacle Financial Partners, Inc.	$18.0M	296,229	+4,931	ADD
257	DAVIDSON INVESTMENT ADVISORS	$17.8M	293,103	−6,411	TRIM
258	NorthCrest Asset Manangement, LLC	$17.7M	296,482	−166,351	TRIM
259	COMMERCE BANK	$17.1M	281,810	+32,127	ADD
260	STEPHENS INC /AR/	$17.1M	281,210	+4,009	ADD
261	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$17.0M	280,572	−80,611	TRIM
262	Elo Mutual Pension Insurance Co	$16.8M	276,927	−28,389	TRIM
263	Private Advisor Group, LLC	$16.3M	268,500	−820	TRIM
264	Vident Advisory, LLC	$16.0M	264,293	+163,072	ADD
265	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.0M	264,097	−2,821	TRIM
266	Nepsis Inc.	$15.9M	262,182	−11,967	TRIM
267	TruWealth Advisors, LLC	$15.6M	257,538	+5,986	ADD
268	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.6M	256,563	−3,151	TRIM
269	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$15.5M	256,253	−2,880	TRIM
270	PRUDENTIAL PLC	$15.5M	256,041	−89,663	TRIM
271	OPPENHEIMER & CO INC	$15.4M	254,090	+15,473	ADD
272	Generali Asset Management SPA SGR	$15.3M	252,642	−7,485	TRIM
273	Federation des caisses Desjardins du Quebec	$15.0M	246,938	+54,090	ADD
274	Beacon Pointe Advisors, LLC	$14.9M	246,068	+64,933	ADD
275	BOKF, NA	$14.9M	245,008	+8,401	ADD
276	Sound View Wealth Advisors Group, LLC	$14.8M	244,617	−15,952	TRIM
277	Steward Partners Investment Advisory, LLC	$14.8M	244,135	+57,376	ADD
278	Cannell & Spears LLC	$14.7M	242,592	−8,938	TRIM
279	Bridgewater Associates, LP	$14.7M	241,689	−167,203	TRIM
280	Kestra Advisory Services, LLC	$14.5M	239,312	+42,995	ADD
281	ASR Vermogensbeheer N.V.	$14.4M	236,859	+4,490	ADD
282	Advisors Asset Management, Inc.	$14.2M	234,256	+11,951	ADD
283	Mubadala Investment Co PJSC	$14.2M	233,437	−23,196	TRIM
284	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.1M	233,205	−41	TRIM
285	Vanguard Personalized Indexing Management, LLC	$14.1M	232,774	+20,824	ADD
286	Ethic Inc.	$14.0M	231,638	+19,336	ADD
287	HUNTINGTON NATIONAL BANK	$14.0M	231,106	+231,106	NEW
288	Americana Partners, LLC	$14.0M	230,864	+19,536	ADD
289	Gilman Hill Asset Management, LLC	$14.0M	230,039	−7,377	TRIM
290	Pathstone Holdings, LLC	$13.8M	226,925	+41,072	ADD
291	NewEdge Advisors, LLC	$13.7M	226,056	+226,056	NEW
292	Abacus FCF Advisors LLC	$13.6M	224,000	−161,100	TRIM
293	MAI Capital Management	$13.6M	223,761	+25,587	ADD
294	Allworth Financial LP	$13.4M	220,900	+3,652	ADD
295	BLI - Banque de Luxembourg Investments	$13.2M	247,000	+247,000	NEW
296	MML INVESTORS SERVICES, LLC	$13.1M	215,859	+31,228	ADD
297	Miramar Capital, LLC	$13.0M	214,738	−5,005	TRIM
298	OP Asset Management Ltd	$12.9M	212,727	—	NO PRIOR
299	FLPUTNAM INVESTMENT MANAGEMENT CO	$12.7M	209,651	+6,050	ADD
300	YOUSIF CAPITAL MANAGEMENT, LLC	$12.6M	207,462	−5,260	TRIM
301	OLD NATIONAL BANCORP /IN/	$12.6M	206,997	+6,365	ADD
302	ARMISTICE CAPITAL, LLC	$12.4M	205,024	−167,442	TRIM
303	Capital Investment Advisors, LLC	$12.4M	204,573	−3,461	TRIM
304	Concurrent Investment Advisors, LLC	$12.4M	203,890	+32,740	ADD
305	Fisher Asset Management, LLC	$12.4M	203,654	−1,074	TRIM
306	COLRAIN CAPITAL LLC	$12.3M	202,445	+50,745	ADD
307	NORDEN GROUP LLC	$12.2M	200,824	+23,909	ADD
308	BROWN ADVISORY INC	$12.1M	199,765	+2,946	ADD
309	Avanza Fonder AB	$12.1M	199,116	−1,670	TRIM
310	Stratos Wealth Partners, LTD.	$11.7M	193,113	−3,804	TRIM
311	WESTPAC BANKING CORP	$11.7M	192,545	+42,993	ADD
312	CHIRON CAPITAL MANAGEMENT, LLC	$11.6M	191,288	—	NO PRIOR
313	Kinsale Capital Group, Inc.	$11.6M	190,863	+11,499	ADD
314	AIA Group Ltd	$11.5M	189,914	+31,842	ADD
315	MANNING & NAPIER ADVISORS LLC	$11.1M	183,155	−5,851	TRIM
316	Faithward Advisors, LLC	$10.9M	42,512	+37,688	ADD
317	ROCKLAND TRUST CO	$10.8M	177,471	−1,307	TRIM
318	Cyndeo Wealth Partners, LLC	$10.7M	175,657	+166,653	ADD
319	UMB Bank, n.a.	$10.6M	175,067	−2,837	TRIM
320	J.P. Marvel Investment Advisors, LLC	$10.5M	173,277	+9,273	ADD
321	Brevan Howard Capital Management LP	$10.3M	170,511	−105,722	TRIM
322	KAHN BROTHERS GROUP INC	$10.3M	170,381	−31,815	TRIM
323	LBP AM SA	$10.3M	170,325	−147,721	TRIM
324	Sterling Capital Management LLC	$10.3M	170,257	+138,960	ADD
325	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.3M	170,243	+6,446	ADD
326	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.3M	169,889	+169,889	NEW
327	Sequoia Financial Advisors, LLC	$10.2M	168,316	+15,178	ADD
328	Quadrature Capital Ltd	$10.2M	168,158	−13,551	TRIM
329	CWA Asset Management Group, LLC	$10.2M	167,792	+52,724	ADD
330	ADVOCATE GROUP LLC	$10.1M	166,956	+1,286	ADD
331	FOUNDATION RESOURCE MANAGEMENT INC	$10.1M	165,854	+10,014	ADD
332	SCOTIA CAPITAL INC.	$9.9M	164,026	−150,057	TRIM
333	1834 INVESTMENT ADVISORS CO	$9.9M	163,607	+3,065	ADD
334	Sienna Gestion	$9.9M	164,188	0	NO CHANGE
335	GREAT LAKES ADVISORS, LLC	$9.9M	162,852	+26,203	ADD
336	&PARTNERS	$9.8M	161,573	+18,733	ADD
337	Atlantic Union Bankshares Corp	$9.8M	160,996	−84,692	TRIM
338	HENNESSY ADVISORS INC	$9.7M	160,400	+69,700	ADD
339	Rafferty Asset Management, LLC	$9.7M	159,809	−63,934	TRIM
340	Keystone Financial Planning, Inc.	$9.7M	159,523	0	NO CHANGE
341	Brookstone Capital Management	$9.7M	159,186	+35,588	ADD
342	LOOMIS SAYLES & CO L P	$9.6M	158,632	−64,612	TRIM
343	UniSuper Management Pty Ltd	$9.6M	158,169	−3,145	TRIM
344	Goelzer Investment Management, Inc.	$9.5M	156,664	+28,707	ADD
345	OMERS ADMINISTRATION Corp	$9.4M	155,447	+30,934	ADD
346	Danica Pension, Livsforsikringsaktieselskab	$9.4M	155,446	+155,446	NEW
347	TEMA ETFS LLC	$9.4M	154,597	+26,838	ADD
348	Edgestream Partners, L.P.	$9.4M	154,427	+154,427	NEW
349	Ashton Thomas Private Wealth, LLC	$9.3M	153,986	+153,986	NEW
350	Clearstead Advisors, LLC	$9.2M	151,329	+25,436	ADD
351	Schonfeld Strategic Advisors LLC	$9.1M	155,418	−252,821	TRIM
352	SHELTON CAPITAL MANAGEMENT	$8.9M	147,026	−85,567	TRIM
353	ASSETMARK, INC	$8.8M	144,837	−24,825	TRIM
354	JOHN G ULLMAN & ASSOCIATES INC	$8.8M	144,565	−5,375	TRIM
355	Aptus Capital Advisors, LLC	$8.7M	143,031	+77,138	ADD
356	Skylands Capital, LLC	$8.6M	141,400	−1,080	TRIM
357	SummitTX Capital, L.P.	$8.5M	139,670	+89,097	ADD
358	HUDSON EDGE INVESTMENT PARTNERS INC.	$8.4M	138,879	−29,888	TRIM
359	Gibraltar Capital Management, Inc.	$8.4M	138,627	+11,853	ADD
360	Convergence Investment Partners, LLC	$8.3M	136,384	+136,384	NEW
361	Jefferies Financial Group Inc.	$8.2M	135,235	−370,538	TRIM
362	Financiere des Professionnels - Fonds d'investissement inc.	$8.1M	132,812	−5,209	TRIM
363	FIDUCIARY TRUST CO	$8.0M	132,668	−1,671	TRIM
364	OAK ASSOCIATES LTD /OH/	$8.0M	131,790	+131,790	NEW
365	BENJAMIN EDWARDS INC	$7.9M	130,217	+15,011	ADD
366	CHOREO, LLC	$7.9M	129,588	+3,504	ADD
367	DAVENPORT & Co LLC	$7.8M	129,140	−13,749	TRIM
368	Norinchukin Bank, The	$7.8M	127,822	+230	ADD
369	BOURNE LENT ASSET MANAGEMENT INC	$7.8M	127,816	−200	TRIM
370	American Assets Investment Management, LLC	$7.7M	127,000	0	NO CHANGE
371	ICICI Prudential Asset Management Co Ltd	$7.7M	126,549	−16,300	TRIM
372	FIRST MANHATTAN CO. LLC.	$7.6M	124,970	+35,505	ADD
373	BARTLETT & CO. WEALTH MANAGEMENT LLC	$7.6M	131,654	−2,948	TRIM
374	Atom Investors LP	$7.6M	124,525	+124,525	NEW
375	REGIONS FINANCIAL CORP	$7.5M	124,432	−4,510	TRIM
376	1832 Asset Management L.P.	$7.5M	124,314	−40,453	TRIM
377	MILESTONE ASSET MANAGEMENT, LLC	$7.5M	123,709	+81,984	ADD
378	MIZUHO SECURITIES USA LLC	$7.5M	123,114	−25,116	TRIM
379	Belpointe Asset Management LLC	$7.4M	122,768	+3,132	ADD
380	Focus Partners Advisor Solutions, LLC	$7.4M	122,407	−11,900	TRIM
381	Ellsworth Advisors, LLC	$7.4M	121,697	+5,782	ADD
382	WealthTrust Axiom LLC	$7.4M	121,471	+109	ADD
383	Azimuth Capital Investment Management LLC	$7.3M	120,157	+2,390	ADD
384	Equitable Holdings, Inc.	$7.3M	132,433	+25,783	ADD
385	BALYASNY ASSET MANAGEMENT L.P.	$7.2M	118,697	−1,222,647	TRIM
386	Caprock Group, LLC	$7.2M	118,132	+41,997	ADD
387	Lido Advisors, LLC	$7.1M	117,866	−9,477	TRIM
388	PINNACLE ASSOCIATES LTD	$7.1M	117,746	−324	TRIM
389	Midwest Trust Co	$7.1M	116,266	−4,106	TRIM
390	Kintegral Advisory, LLC	$7.0M	116,111	−5,148	TRIM
391	Telos Capital Management, Inc.	$7.0M	116,088	+66	ADD
392	HARTFORD INVESTMENT MANAGEMENT CO	$7.0M	116,041	−1,579	TRIM
393	Kingsview Wealth Management, LLC	$7.0M	115,068	+69,258	ADD
394	Phoenix Financial Ltd.	$6.9M	114,254	0	NO CHANGE
395	HM PAYSON & CO	$6.9M	113,942	+4,529	ADD
396	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.9M	113,310	+18,200	ADD
397	Banque Cantonale Vaudoise	$6.9M	113,102	+10,555	ADD
398	Diversified Trust Co	$6.8M	112,827	−13,509	TRIM
399	Leonteq Securities AG	$6.8M	112,665	+51,831	ADD
400	ABN AMRO INVESTMENT SOLUTIONS	$6.8M	112,131	+13,812	ADD
401	Composition Wealth, LLC	$6.8M	111,818	−60	TRIM
402	WRIGHT INVESTORS SERVICE INC	$6.7M	110,716	+6,146	ADD
403	OneDigital Investment Advisors LLC	$6.7M	110,714	−2,059	TRIM
404	ExodusPoint Capital Management, LP	$6.7M	110,185	−170,049	TRIM
405	Cinctive Capital Management LP	$6.7M	110,079	+110,079	NEW
406	HB Wealth Management, LLC	$6.7M	109,993	+22,867	ADD
407	RITHOLTZ WEALTH MANAGEMENT	$6.7M	109,659	+47,082	ADD
408	MCDONALD PARTNERS LLC	$6.6M	109,389	+83,160	ADD
409	Hudson Capital Management LLC	$6.6M	109,121	+6,169	ADD
410	Wilmington Savings Fund Society, FSB	$6.5M	107,131	−4,045	TRIM
411	Quantbot Technologies LP	$6.4M	105,457	+99,914	ADD
412	THOMPSON INVESTMENT MANAGEMENT, INC.	$6.4M	105,214	−281	TRIM
413	CENTRAL TRUST Co	$6.4M	105,155	−1,085	TRIM
414	B. Metzler seel. Sohn & Co. AG	$6.4M	105,037	+139	ADD
415	Catherine Avery Investment Management LLC	$6.4M	104,863	+12,024	ADD
416	INTACT INVESTMENT MANAGEMENT INC.	$6.4M	104,700	−1,400	TRIM
417	Cardinal Capital Management	$6.3M	104,507	+104,507	NEW
418	EDMOND DE ROTHSCHILD HOLDING S.A.	$6.3M	104,305	+1,503	ADD
419	TRUST CO OF TOLEDO NA /OH/	$6.3M	103,846	+619	ADD
420	EVOLVE PRIVATE WEALTH, LLC	$6.3M	103,634	+1,396	ADD
421	LEUTHOLD GROUP, LLC	$6.3M	103,233	+2,208	ADD
422	Geneos Wealth Management Inc.	$6.3M	103,117	+11,902	ADD
423	Jain Global LLC	$6.2M	103,042	+103,042	NEW
424	BCWM, LLC	$6.2M	102,578	−6,883	TRIM
425	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$6.2M	102,571	+45,922	ADD
426	Glenview Trust Co	$6.2M	102,463	+334	ADD
427	Maryland State Retirement & Pension System	$6.2M	101,969	+784	ADD
428	Clearbridge Investments, LLC	$6.2M	101,470	−715	TRIM
429	Apollon Wealth Management, LLC	$6.1M	100,445	+7,918	ADD
430	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$6.1M	100,282	−48,701	TRIM
431	FourWorld Capital Management LLC	$6.1M	100,000	0	NO CHANGE
432	Humankind Investments LLC	$6.1M	100,000	+100,000	NEW
433	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$6.1M	100,000	−179,710	TRIM
434	Plato Investment Management Ltd	$6.0M	99,440	+4,087	ADD
435	Aaron Wealth Advisors LLC	$6.0M	98,697	+288	ADD
436	SIGNATUREFD, LLC	$5.9M	97,795	+1,948	ADD
437	Atria Investments, Inc	$5.9M	97,278	+8,391	ADD
438	CI INVESTMENTS INC.	$5.8M	96,295	−6,029	TRIM
439	Y-Intercept (Hong Kong) Ltd	$5.8M	95,741	+39,472	ADD
440	TOCQUEVILLE ASSET MANAGEMENT L.P.	$5.8M	95,108	+5,661	ADD
441	Dai-ichi Life Insurance Company, Ltd	$5.7M	94,663	−24,302	TRIM
442	WELCH & FORBES LLC	$5.7M	94,324	+318	ADD
443	Capital International Sarl	$5.7M	94,231	−8,221	TRIM
444	ALLIANZ SE	$5.7M	94,033	−9,817	TRIM
445	Metis Global Partners, LLC	$5.7M	94,004	−6,591	TRIM
446	JOHNSON INVESTMENT COUNSEL INC	$5.7M	93,217	−13,841	TRIM
447	TOTH FINANCIAL ADVISORY CORP	$5.6M	93,021	+21,032	ADD
448	CAPITAL MANAGEMENT CORP /VA	$5.6M	92,829	−7,684	TRIM
449	Capital International, Inc./CA/	$5.6M	92,292	−117,856	TRIM
450	Pallas Capital Advisors LLC	$5.6M	92,264	−3,893	TRIM
451	Independent Advisor Alliance	$5.6M	91,748	+10,313	ADD
452	DAYMARK WEALTH PARTNERS, LLC	$5.5M	91,163	+10,616	ADD
453	Sivia Capital Partners, LLC	$5.4M	88,583	+41,261	ADD
454	Hamilton Wealth, LLC	$5.3M	87,412	−17,071	TRIM
455	Summit Financial, LLC	$5.3M	87,272	+15,121	ADD
456	Canada Post Corp Registered Pension Plan	$5.3M	87,063	0	NO CHANGE
457	Sage Capital Advisors,llc	$5.3M	86,983	+305	ADD
458	NAPLES GLOBAL ADVISORS, LLC	$5.3M	86,761	+1,231	ADD
459	Envestnet Portfolio Solutions, Inc.	$5.2M	86,115	−14,036	TRIM
460	Waverly Advisors, LLC	$5.2M	85,970	+28,502	ADD
461	FIRST CITIZENS BANK & TRUST CO	$5.1M	84,620	+4,159	ADD
462	STANCE CAPITAL LLC	$5.1M	84,197	+56,895	ADD
463	Signature Wealth Management Group	$5.1M	83,769	+244	ADD
464	Lombard Odier Asset Management (Switzerland) SA	$5.1M	83,569	+18,900	ADD
465	MUFG Securities EMEA plc	$5.1M	83,471	0	NO CHANGE
466	Donoghue Forlines LLC	$5.1M	83,403	+54,380	ADD
467	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$5.0M	82,927	+3,387	ADD
468	Providence Capital Advisors, LLC	$5.0M	82,338	+2,265	ADD
469	Centiva Capital, LP	$5.0M	81,733	−40,450	TRIM
470	Compound Planning, Inc.	$4.9M	81,491	+57,858	ADD
471	Hikari Tsushin, Inc.	$4.9M	81,141	0	NO CHANGE
472	Legato Capital Management LLC	$4.9M	80,970	−18,614	TRIM
473	CITIZENS FINANCIAL GROUP INC/RI	$4.9M	80,552	+28,098	ADD
474	PARSONS CAPITAL MANAGEMENT INC/RI	$4.9M	80,285	+6,828	ADD
475	WHITTIER TRUST CO OF NEVADA INC	$4.9M	81,997	+2	ADD
476	SEARLE & CO.	$4.8M	79,811	0	NO CHANGE
477	Radnor Capital Management, LLC	$4.8M	79,698	+1,340	ADD
478	Global X Japan Co., Ltd.	$4.8M	79,572	+3,399	ADD
479	WINTON GROUP Ltd	$4.8M	79,264	+60,481	ADD
480	Cypress Capital Group	$4.8M	79,197	+3,643	ADD
481	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$4.8M	78,887	+78,887	NEW
482	EFG International AG	$4.8M	78,551	+16,946	ADD
483	TWIN CAPITAL MANAGEMENT INC	$4.7M	78,220	+218	ADD
484	Rodgers Brothers Inc.	$4.7M	77,551	+11	ADD
485	Sigma Planning Corp	$4.7M	77,418	−371	TRIM
486	Savant Capital, LLC	$4.7M	77,258	+6,753	ADD
487	Qsemble Capital Management, LP	$4.7M	76,793	+48,266	ADD
488	Te Ahumairangi Investment Management Ltd	$4.6M	75,355	−2,250	TRIM
489	DELTA ASSET MANAGEMENT LLC/TN	$4.6M	75,322	−917	TRIM
490	Fifth Third Wealth Advisors LLC	$4.6M	75,178	+24,097	ADD
491	Saudi Central Bank	$4.6M	75,142	+75,142	NEW
492	Castleview Partners, LLC	$4.5M	73,988	−11,554	TRIM
493	Siemens Fonds Invest GmbH	$4.4M	73,334	−1,324	TRIM
494	Asset One Wealth Management LLC	$4.4M	74,866	+1,954	ADD
495	Arax Advisory Partners	$4.4M	73,108	+25,210	ADD
496	Round Hill Asset Management	$4.4M	72,431	−752	TRIM
497	EP Wealth Advisors, LLC	$4.4M	72,193	−1,017	TRIM
498	Perigon Wealth Management, LLC	$4.4M	72,004	−666	TRIM
499	Mid-American Wealth Advisory Group, Inc.	$4.3M	80,609	0	NO CHANGE
500	Summit Trail Advisors, LLC	$4.3M	71,314	+16,548	ADD

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

Congress ↔ notable managers · BMY

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 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $52.3M held
Trimming: 2 Bridgewater Associates, Miller Value Partners $18.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BRISTOL-MYERS SQUIBB CO

Merged timeline of congressional filings and notable-manager moves on BMY
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+79,339 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−167,203 sh
2026-05-15	Miller Value Partners 13F	TRIM	−38,500 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

42 members of Congress disclosed BMY — 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).