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 ↗

CARRIER GLOBAL CORPORATION · COM · quarter ended 2026-03-31 · 18 members disclosed CARR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,181 holders are listed, largest first: 1,181
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $36.4B
holders whose share count rose or who opened the position (new + add), by shares: 534
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 156

Holders — quarter ended 2026-03-31

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

13F holders of CARR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital Research Global Investors	$6.6B	116,392,662	+41,654,872	ADD
2	BlackRock, Inc.	$3.3B	57,878,658	+489,022	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.9B	51,343,702	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	36,511,692	—	NO PRIOR
5	STATE STREET CORP	$1.9B	33,509,413	−219,416	TRIM
6	DODGE & COX	$1.5B	26,622,273	+13,200,981	ADD
7	Capital World Investors	$1.1B	19,715,766	−2,937,705	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$989M	17,643,619	+329,213	ADD
9	Fisher Asset Management, LLC	$734M	13,029,802	−1,765,297	TRIM
10	MORGAN STANLEY	$690M	12,261,215	+503,766	ADD
11	Capital International Investors	$603M	10,716,062	−14,185,992	TRIM
12	BROWN ADVISORY INC	$456M	8,093,705	−2,137,986	TRIM
13	NORTHERN TRUST CORP	$453M	8,047,828	+97,408	ADD
14	Fiera Capital Corp	$375M	6,666,102	−257,383	TRIM
15	BANK OF AMERICA CORP /DE/	$371M	6,592,682	+831,327	ADD
16	PineStone Asset Management Inc.	$370M	6,572,910	−580,519	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$366M	6,506,764	+409,666	ADD
18	DIMENSIONAL FUND ADVISORS LP	$354M	6,291,311	+246,723	ADD
19	VICTORY CAPITAL MANAGEMENT INC	$335M	5,941,125	+1,157,372	ADD
20	Nuveen, LLC	$318M	5,640,617	−437,959	TRIM
21	Invesco Ltd.	$309M	5,482,734	+611,150	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$278M	4,936,240	+177,966	ADD
23	Bank of New York Mellon Corp	$272M	4,827,965	−76,183	TRIM
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$271M	4,990,296	−256,798	TRIM
25	AMERIPRISE FINANCIAL INC	$268M	4,757,238	+1,452,750	ADD
26	Legal & General Group Plc	$268M	4,754,446	−13,676	TRIM
27	ALLIANCEBERNSTEIN L.P.	$261M	4,944,159	+4,030,191	ADD
28	UBS Group AG	$252M	4,479,077	+2,272,892	ADD
29	VANGUARD FIDUCIARY TRUST CO	$249M	4,429,069	—	NO PRIOR
30	Artisan Partners Limited Partnership	$224M	3,973,094	−421,644	TRIM
31	PRIMECAP MANAGEMENT CO/CA/	$216M	3,840,205	+920,630	ADD
32	CITADEL ADVISORS LLC	$203M	3,611,803	−1,188,124	TRIM
33	FIDUCIARY MANAGEMENT INC /WI/	$201M	3,567,389	−404,620	TRIM
34	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$197M	3,502,128	+3,502,128	NEW
35	Amundi	$176M	3,128,546	+526,948	ADD
36	Pictet Asset Management Holding SA	$176M	3,123,684	−412,590	TRIM
37	DIAMOND HILL CAPITAL MANAGEMENT INC	$163M	2,900,670	+2,900,670	NEW
38	BARCLAYS PLC	$157M	2,791,116	+1,361,388	ADD
39	ENVESTNET ASSET MANAGEMENT INC	$148M	2,623,984	+210,546	ADD
40	ROYAL BANK OF CANADA	$145M	2,583,017	−14,893	TRIM
41	RAYMOND JAMES FINANCIAL INC	$143M	2,553,783	+23,442	ADD
42	Gates Capital Management, Inc.	$140M	2,494,791	−725,689	TRIM
43	DEUTSCHE BANK AG\	$137M	2,439,488	+35,760	ADD
44	AQR CAPITAL MANAGEMENT LLC	$137M	2,464,034	+1,183,767	ADD
45	Swiss National Bank	$125M	2,224,585	+125,700	ADD
46	CAUSEWAY CAPITAL MANAGEMENT LLC	$118M	2,102,878	+254,051	ADD
47	SEI INVESTMENTS CO	$118M	2,101,860	+134,085	ADD
48	Focus Partners Wealth	$110M	1,947,389	+1,808,485	ADD
49	WELLS FARGO & COMPANY/MN	$101M	1,800,042	+427,727	ADD
50	Mitsubishi UFJ Asset Management Co., Ltd.	$98.9M	1,756,870	+114,688	ADD
51	Vanguard Global Advisers, LLC	$96.8M	1,718,342	—	NO PRIOR
52	Sumitomo Mitsui Trust Group, Inc.	$91.7M	1,628,718	−86,487	TRIM
53	PRINCIPAL FINANCIAL GROUP INC	$90.7M	1,610,421	−135,187	TRIM
54	BANK OF MONTREAL /CAN/	$88.3M	1,568,792	−168,849	TRIM
55	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$84.5M	1,204,516	+76,846	ADD
56	HSBC HOLDINGS PLC	$82.5M	1,467,626	−1,831,684	TRIM
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$80.5M	1,430,425	+21,367	ADD
58	SUMMITRY LLC	$79.9M	1,419,812	+429,060	ADD
59	D. E. Shaw & Co., Inc.	$78.8M	1,400,211	−3,941,639	TRIM
60	RHUMBLINE ADVISERS	$78.8M	1,399,500	−22,321	TRIM
61	VANGUARD ASSET MANAGEMENT, Ltd	$76.7M	1,361,672	—	NO PRIOR
62	DAVENPORT & Co LLC	$73.6M	1,307,008	+321,288	ADD
63	ONTARIO TEACHERS PENSION PLAN BOARD	$73.3M	1,302,131	−587,333	TRIM
64	FMR LLC	$72.5M	1,287,365	−1,021,294	TRIM
65	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$70.9M	1,259,424	+231,690	ADD
66	Ensign Peak Advisors, Inc	$70.4M	1,250,385	−3,390	TRIM
67	National Pension Service	$70.2M	1,247,203	+1,247,203	NEW
68	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$67.6M	1,200,601	+178,554	ADD
69	CIBC Bancorp USA Inc.	$55.7M	988,345	—	NO PRIOR
70	FRANKLIN RESOURCES INC	$54.6M	970,072	+187,508	ADD
71	NEW YORK STATE COMMON RETIREMENT FUND	$53.1M	942,755	+1,800	ADD
72	LPL Financial LLC	$52.8M	937,397	+68,751	ADD
73	Aberdeen Group plc	$52.1M	924,708	+28,518	ADD
74	HighTower Advisors, LLC	$46.9M	832,618	−19,991	TRIM
75	Albar Capital Partners LLP	$46.7M	829,811	+762,554	ADD
76	Vident Advisory, LLC	$45.7M	811,648	−6,750	TRIM
77	J. Goldman & Co LP	$44.9M	796,738	+796,738	NEW
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$44.1M	783,399	−12,818	TRIM
79	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$43.3M	768,998	+229,446	ADD
80	MACKENZIE FINANCIAL CORP	$42.5M	755,164	+99,933	ADD
81	MILLENNIUM MANAGEMENT LLC	$41.6M	738,997	−590,993	TRIM
82	AVIVA PLC	$40.2M	713,409	+20,750	ADD
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$39.5M	701,605	−6,062	TRIM
84	CITIGROUP INC	$37.2M	661,075	−128,916	TRIM
85	Rockefeller Capital Management L.P.	$36.4M	646,100	+36,812	ADD
86	US BANCORP \DE\	$36.2M	643,016	+130,842	ADD
87	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$35.6M	632,287	+632,287	NEW
88	Skandinaviska Enskilda Banken AB (publ)	$34.8M	618,000	+138,599	ADD
89	DEPRINCE RACE & ZOLLO INC	$32.2M	572,588	+47,784	ADD
90	Cardinal Capital Management, Inc.	$30.3M	537,401	+127,205	ADD
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.9M	512,741	+512,741	NEW
92	CONFLUENCE INVESTMENT MANAGEMENT LLC	$28.8M	511,137	+300,405	ADD
93	Alyeska Investment Group, L.P.	$28.4M	504,278	+504,278	NEW
94	Creative Planning	$27.8M	493,105	+56,242	ADD
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$27.8M	569,085	−15,173	TRIM
96	Capital International Sarl	$27.4M	486,769	+14,441	ADD
97	DELTA ASSET MANAGEMENT LLC/TN	$27.2M	483,027	−7,950	TRIM
98	ADAGE CAPITAL PARTNERS GP, L.L.C.	$27.2M	482,600	−45,900	TRIM
99	Korea Investment CORP	$25.4M	450,291	−3,247	TRIM
100	STATE OF WISCONSIN INVESTMENT BOARD	$24.9M	441,941	+44,809	ADD
101	FIFTH THIRD BANCORP	$24.6M	436,636	+332,590	ADD
102	FIRST TRUST ADVISORS LP	$24.6M	436,163	+245,558	ADD
103	M&G Plc	$24.5M	438,019	−223,354	TRIM
104	APG Asset Management N.V.	$24.1M	492,251	+33,131	ADD
105	CI INVESTMENTS INC.	$24.0M	426,387	+6,037	ADD
106	BECKER CAPITAL MANAGEMENT INC	$23.5M	416,859	−17,847	TRIM
107	Asset Management One Co., Ltd.	$23.5M	416,725	−66,767	TRIM
108	ASSETMARK, INC	$23.0M	408,814	−2,301	TRIM
109	BNP Paribas Asset Management Holding S.A.	$23.0M	408,381	−73,561	TRIM
110	Man Group plc	$22.8M	405,193	−278,978	TRIM
111	Swedbank AB	$22.8M	404,212	−31,986	TRIM
112	Prevatt Capital Ltd	$22.2M	395,000	+95,000	ADD
113	Chevy Chase Trust Holdings, LLC	$22.1M	392,053	−13,561	TRIM
114	STIFEL FINANCIAL CORP	$21.9M	388,439	+60,206	ADD
115	ROYAL LONDON ASSET MANAGEMENT LTD	$21.7M	385,262	+605	ADD
116	PRUDENTIAL FINANCIAL INC	$21.6M	383,089	−840,874	TRIM
117	Vanguard Investments Australia, Ltd.	$21.4M	379,470	—	NO PRIOR
118	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.0M	373,325	+229,010	ADD
119	Tidal Investments LLC	$20.7M	369,052	+157,134	ADD
120	GATEWAY INVESTMENT ADVISERS LLC	$20.7M	367,450	+3,504	ADD
121	Grantham, Mayo, Van Otterloo & Co. LLC	$18.9M	335,680	+40,348	ADD
122	TD ASSET MANAGEMENT INC	$18.0M	319,058	+5,479	ADD
123	Quantinno Capital Management LP	$17.9M	318,635	+37,670	ADD
124	ExodusPoint Capital Management, LP	$17.9M	317,391	−510,481	TRIM
125	Mitsubishi UFJ Trust & Banking Corp	$17.7M	314,608	+1,327	ADD
126	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.6M	312,078	−1,339	TRIM
127	Mariner, LLC	$17.5M	309,977	+82,945	ADD
128	Tredje AP-fonden	$17.3M	307,473	−236,464	TRIM
129	Cetera Investment Advisers	$17.0M	301,980	+9,051	ADD
130	DANSKE BANK A/S	$16.6M	294,450	−6,938	TRIM
131	KLP KAPITALFORVALTNING AS	$16.5M	292,385	0	NO CHANGE
132	Corient Private Wealth LLC	$16.4M	294,886	−601,650	TRIM
133	CANADA PENSION PLAN INVESTMENT BOARD	$16.2M	287,052	−452,090	TRIM
134	Calamos Advisors LLC	$15.9M	281,868	+6,161	ADD
135	Foster Victor Wealth Advisors, LLC	$15.7M	242,430	+58,896	ADD
136	NOMURA ASSET MANAGEMENT CO LTD	$15.1M	268,047	+11,160	ADD
137	Schonfeld Strategic Advisors LLC	$15.1M	267,972	−1,233,883	TRIM
138	Gotham Asset Management, LLC	$15.0M	266,041	−17,243	TRIM
139	NISA INVESTMENT ADVISORS, LLC	$14.9M	264,738	−1,209	TRIM
140	COMMONWEALTH EQUITY SERVICES, LLC	$14.8M	263,002	−7,480	TRIM
141	OSAIC HOLDINGS, INC.	$14.7M	260,301	+47,754	ADD
142	State of New Jersey Common Pension Fund D	$14.6M	259,267	−1,292	TRIM
143	M&T BANK CORP	$14.6M	259,019	−3,003	TRIM
144	DnB Asset Management AS	$13.8M	245,517	−185,058	TRIM
145	Lansforsakringar Fondforvaltning AB (publ)	$13.7M	243,189	−1,887	TRIM
146	CAPITAL INTERNATIONAL LTD /CA/	$13.3M	236,911	+820	ADD
147	Cerity Partners LLC	$13.2M	235,304	+38,635	ADD
148	Resona Asset Management Co.,Ltd.	$13.2M	236,703	+616	ADD
149	MARKEL GROUP INC.	$13.2M	235,000	0	NO CHANGE
150	MILFORD FUNDS LTD	$13.2M	233,835	+233,835	NEW
151	TORONTO DOMINION BANK	$13.1M	232,756	−179,740	TRIM
152	BRADLEY FOSTER & SARGENT INC/CT	$13.1M	232,269	−31,189	TRIM
153	NATIONAL BANK OF CANADA /FI/	$13.1M	232,281	−502,640	TRIM
154	Eurizon Capital SGR S.p.A.	$13.0M	232,124	+80,935	ADD
155	AdviceOne Advisory Services, LLC	$13.0M	231,059	+656	ADD
156	SIRIOS CAPITAL MANAGEMENT L P	$13.0M	231,043	+5,098	ADD
157	Zimmer Partners, LP	$13.0M	230,000	−157,500	TRIM
158	Raub Brock Capital Management LP	$12.6M	223,138	−13,482	TRIM
159	HIGHLAND CAPITAL MANAGEMENT, LLC	$12.4M	219,777	−1,837	TRIM
160	Czech National Bank	$12.0M	213,980	+5,226	ADD
161	Arizona State Retirement System	$11.7M	207,676	−8,389	TRIM
162	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.6M	205,225	−2,000	TRIM
163	Candriam S.C.A.	$11.5M	203,948	+134,590	ADD
164	Capital International, Inc./CA/	$11.2M	198,974	−63,105	TRIM
165	Varma Mutual Pension Insurance Co	$11.1M	196,895	+3,000	ADD
166	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.1M	196,558	+16,771	ADD
167	Segment Wealth Management, LLC	$11.1M	196,338	+13,454	ADD
168	CIBC Asset Management Inc	$10.7M	189,502	+1,619	ADD
169	Telos Capital Management, Inc.	$10.6M	187,778	+1,795	ADD
170	MML INVESTORS SERVICES, LLC	$10.5M	186,646	−32,314	TRIM
171	MetLife Investment Management, LLC	$10.3M	183,574	−6,100	TRIM
172	Allworth Financial LP	$10.3M	183,461	+1,777	ADD
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$10.3M	183,022	−1,127	TRIM
174	Mirae Asset Global Investments Co., Ltd.	$10.1M	179,945	+26,777	ADD
175	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.1M	179,139	+48,150	ADD
176	IFM Investors Pty Ltd	$10.0M	178,127	+3,052	ADD
177	Swiss Life Asset Management Ltd	$10.0M	176,820	+14,434	ADD
178	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	176,692	+22,836	ADD
179	Retirement Systems of Alabama	$9.4M	166,847	−1,569	TRIM
180	Kestra Advisory Services, LLC	$9.3M	165,787	−10,807	TRIM
181	Turas Capital Management LP	$9.2M	163,400	+118,297	ADD
182	COMMERCE BANK	$8.8M	157,094	+22,514	ADD
183	SEB Asset Management AB	$8.8M	155,704	—	NO PRIOR
184	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.6M	152,372	−46,021	TRIM
185	GREAT LAKES ADVISORS, LLC	$8.5M	150,332	+4,412	ADD
186	Danica Pension, Livsforsikringsaktieselskab	$8.4M	149,173	+149,173	NEW
187	Lincoln Capital LLC	$8.4M	148,986	−9,495	TRIM
188	LAFFER TENGLER INVESTMENTS, INC.	$8.3M	147,405	+5,177	ADD
189	KEYBANK NATIONAL ASSOCIATION/OH	$8.3M	146,637	+2,530	ADD
190	CUTLER INVESTMENT COUNSEL LLC	$8.2M	145,419	−3,164	TRIM
191	AVITY INVESTMENT MANAGEMENT INC.	$8.2M	145,224	+64,510	ADD
192	Sagefield Capital LP	$8.2M	144,963	−38,888	TRIM
193	JANE STREET GROUP, LLC	$8.1M	143,898	−3,115,772	TRIM
194	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$8.1M	143,319	+143,319	NEW
195	WINDWARD CAPITAL MANAGEMENT CO /CA	$8.0M	142,382	−635	TRIM
196	XPONANCE LLC	$8.0M	141,613	+18,026	ADD
197	WELCH & FORBES LLC	$8.0M	141,199	−647	TRIM
198	M. Kraus & Co	$7.9M	140,843	−420	TRIM
199	Hemenway Trust Co LLC	$7.8M	138,359	−13,820	TRIM
200	Jefferies Financial Group Inc.	$7.8M	137,780	+73,493	ADD
201	Daiwa Securities Group Inc.	$7.6M	135,557	+5,813	ADD
202	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.6M	135,057	−2,731	TRIM
203	KANAWHA CAPITAL MANAGEMENT LLC	$7.5M	133,055	−4,494	TRIM
204	Pathstone Holdings, LLC	$7.5M	132,874	−4,118	TRIM
205	QRG CAPITAL MANAGEMENT, INC.	$7.4M	131,804	+79,662	ADD
206	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.3M	130,011	+23,921	ADD
207	Providence Capital Advisors, LLC	$7.3M	129,708	+4,280	ADD
208	Utah Retirement Systems	$7.2M	127,598	−3,041	TRIM
209	Janus Henderson Group Ltd.	$7.1M	125,923	−31,097	TRIM
210	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	124,268	−506	TRIM
211	Baird Financial Group, Inc.	$6.9M	122,518	+122,518	NEW
212	CWM, LLC	$6.9M	122,055	+35,120	ADD
213	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.6M	117,170	+2,136	ADD
214	OFI INVEST ASSET MANAGEMENT	$6.6M	133,088	+3,856	ADD
215	ProShare Advisors LLC	$6.4M	114,347	−31,683	TRIM
216	NEOS Investment Management LLC	$6.4M	112,934	+2,764	ADD
217	SCOPUS ASSET MANAGEMENT, L.P.	$6.3M	111,466	+111,466	NEW
218	TRUIST FINANCIAL CORP	$6.3M	111,395	−3,821	TRIM
219	Rakuten Investment Management, Inc.	$6.3M	115,222	+12,168	ADD
220	Mandatum Life Insurance Co Ltd	$6.3M	111,157	+29,495	ADD
221	CAPITAL MANAGEMENT CORP /VA	$6.2M	110,437	−15,678	TRIM
222	PFA Pension, Forsikringsaktieselskab	$6.2M	109,479	+109,479	NEW
223	Riverview Capital Advisers, LLC	$6.1M	109,132	−2,684	TRIM
224	Connecticut Wealth Management, LLC	$6.1M	108,353	−3,752	TRIM
225	BANK OF NOVA SCOTIA	$6.1M	107,489	−3,191	TRIM
226	D.A. DAVIDSON & CO.	$5.9M	105,123	+8,097	ADD
227	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.9M	104,483	−31,205	TRIM
228	Vanguard Personalized Indexing Management, LLC	$5.8M	102,285	+7,903	ADD
229	FIDUCIARY TRUST CO	$5.7M	101,831	−5,126	TRIM
230	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.7M	101,419	+1,153	ADD
231	Geneos Wealth Management Inc.	$5.7M	101,386	+96,034	ADD
232	MEYER HANDELMAN CO	$5.5M	97,990	−6,200	TRIM
233	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.5M	97,472	+393	ADD
234	BLAIR WILLIAM & CO/IL	$5.4M	96,003	−9,669	TRIM
235	Summit Trail Advisors, LLC	$5.4M	95,083	+23,851	ADD
236	Douglass Winthrop Advisors, LLC	$5.3M	94,701	+10,354	ADD
237	WATERS PARKERSON & CO., LLC	$5.3M	94,351	+20,756	ADD
238	Trexquant Investment LP	$5.3M	94,236	+94,236	NEW
239	IEQ CAPITAL, LLC	$5.3M	93,925	+87,154	ADD
240	Mediolanum International Funds Ltd	$5.3M	96,886	+96,886	NEW
241	Connor, Clark & Lunn Investment Management Ltd.	$5.2M	92,997	+92,997	NEW
242	Wealthfront Advisers LLC	$5.2M	92,742	+10,453	ADD
243	Ethic Inc.	$5.2M	92,206	+4,826	ADD
244	REGIONS FINANCIAL CORP	$5.1M	90,970	−1,579	TRIM
245	STOREBRAND ASSET MANAGEMENT AS	$5.1M	90,581	—	NO PRIOR
246	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.1M	89,979	−600	TRIM
247	Callan Family Office, LLC	$5.0M	89,681	+24,273	ADD
248	Pegasus Asset Management, Inc.	$5.0M	89,491	+1,859	ADD
249	Vontobel Holding Ltd.	$5.0M	89,241	+1,419	ADD
250	Baker Ellis Asset Management LLC	$5.0M	88,599	−1,039	TRIM
251	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$4.9M	87,578	−583	TRIM
252	YOUSIF CAPITAL MANAGEMENT, LLC	$4.9M	87,315	−3,667	TRIM
253	American Trust Investment Advisors, LLC	$4.9M	87,161	+855	ADD
254	MOORE CAPITAL MANAGEMENT, LP	$4.9M	86,819	+86,819	NEW
255	Atria Investments, Inc	$4.9M	86,258	+37,580	ADD
256	HM PAYSON & CO	$4.7M	84,306	+2,018	ADD
257	XTX Topco Ltd	$4.7M	84,189	−5,650	TRIM
258	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.7M	83,591	−1,439	TRIM
259	EDENTREE ASSET MANAGEMENT Ltd	$4.7M	83,000	−26,400	TRIM
260	LETSON INVESTMENT MANAGEMENT, INC.	$4.7M	82,650	−17,074	TRIM
261	PARSONS CAPITAL MANAGEMENT INC/RI	$4.6M	81,527	+18,506	ADD
262	STEPHENS INC /AR/	$4.5M	80,075	+1,672	ADD
263	MACQUARIE GROUP LTD	$4.5M	80,072	−44,563	TRIM
264	Caption Management, LLC	$4.5M	80,000	+15,000	ADD
265	CREDIT AGRICOLE S A	$4.5M	79,266	−242,011	TRIM
266	NORDEA INVESTMENT MANAGEMENT AB	$4.5M	80,276	+1,807	ADD
267	Verition Fund Management LLC	$4.4M	78,947	+36,299	ADD
268	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.4M	78,120	+10	ADD
269	Clearbridge Investments, LLC	$4.4M	77,455	0	NO CHANGE
270	OP Asset Management Ltd	$4.4M	77,329	—	NO PRIOR
271	Y-Intercept (Hong Kong) Ltd	$4.3M	76,535	−28,786	TRIM
272	Sanctuary Advisors, LLC	$4.2M	73,773	+12,675	ADD
273	Private Advisor Group, LLC	$4.1M	73,111	−88	TRIM
274	UniSuper Management Pty Ltd	$4.1M	73,072	−3,367	TRIM
275	NorthCrest Asset Manangement, LLC	$3.9M	70,864	−46,292	TRIM
276	AIA Group Ltd	$3.9M	69,221	−41,168	TRIM
277	Pinnacle Financial Partners, Inc.	$3.9M	69,029	−21,823	TRIM
278	Soviero Asset Management, LP	$3.9M	69,000	+69,000	NEW
279	ASR Vermogensbeheer N.V.	$3.9M	68,548	+1,108	ADD
280	TWINBEECH CAPITAL LP	$3.8M	68,098	−196,277	TRIM
281	Federation des caisses Desjardins du Quebec	$3.8M	67,044	+12,594	ADD
282	Circle Wealth Management, LLC	$3.8M	66,789	+958	ADD
283	Empowered Funds, LLC	$3.7M	65,833	−8,891	TRIM
284	MAI Capital Management	$3.7M	65,093	−248	TRIM
285	Snowden Capital Advisors LLC	$3.7M	65,066	−3,802	TRIM
286	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	64,173	−23,360	TRIM
287	CHOREO, LLC	$3.5M	61,627	+6,969	ADD
288	DAYMARK WEALTH PARTNERS, LLC	$3.4M	60,798	−155	TRIM
289	Woodline Partners LP	$3.3M	59,373	−910,156	TRIM
290	Gilman Hill Asset Management, LLC	$3.3M	59,292	+2,072	ADD
291	Osmosis Investment Management UK Ltd	$3.3M	59,087	−765	TRIM
292	Patten Group, Inc.	$3.2M	57,532	−2,479	TRIM
293	NewEdge Advisors, LLC	$3.2M	57,520	+57,520	NEW
294	CAMBIENT FAMILY OFFICE, LLC	$3.2M	57,035	+618	ADD
295	Merit Financial Group, LLC	$3.2M	57,036	+8,413	ADD
296	Quadrature Capital Ltd	$3.2M	56,828	−282,858	TRIM
297	MIRABELLA FINANCIAL SERVICES LLP	$3.2M	56,686	+50,071	ADD
298	SIR Capital Management, L.P.	$3.1M	55,000	+55,000	NEW
299	Beacon Pointe Advisors, LLC	$3.1M	54,467	+17,080	ADD
300	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.1M	54,431	+848	ADD
301	Investment Management Corp of Ontario	$3.1M	54,274	−8,868	TRIM
302	BOOTHBAY FUND MANAGEMENT, LLC	$3.0M	53,768	+43,853	ADD
303	CANANDAIGUA NATIONAL CORP	$3.0M	53,044	—	NO PRIOR
304	NBT BANK, N.A.	$3.0M	52,949	−2,604	TRIM
305	EVOKE WEALTH, LLC	$3.0M	52,862	−21,941	TRIM
306	WESTPORT ASSET MANAGEMENT INC	$3.0M	52,400	0	NO CHANGE
307	HANCOCK WHITNEY CORP	$2.9M	51,463	−708	TRIM
308	Carmel Capital Partners, LLC	$2.9M	51,791	+981	ADD
309	JB Capital LLC	$2.9M	51,510	−1,620	TRIM
310	Rafferty Asset Management, LLC	$2.9M	51,162	−19,364	TRIM
311	Capital Group Investment Management Pte. Ltd.	$2.8M	49,909	−1,183	TRIM
312	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.8M	49,352	+18,053	ADD
313	Sargent Investment Group, LLC	$2.8M	48,995	−7,660	TRIM
314	Norinchukin Bank, The	$2.7M	48,701	−462	TRIM
315	OPPENHEIMER & CO INC	$2.7M	48,654	−2,280	TRIM
316	J.P. Marvel Investment Advisors, LLC	$2.7M	48,461	−550	TRIM
317	DIVERSIFIED MANAGEMENT INC	$2.7M	48,450	+48,450	NEW
318	MIZUHO SECURITIES USA LLC	$2.7M	47,499	−10,146	TRIM
319	MONARCH CAPITAL MANAGEMENT INC	$2.6M	46,865	+2,090	ADD
320	&PARTNERS	$2.6M	45,601	+9,667	ADD
321	Fideuram Asset Management (Ireland) dac	$2.6M	46,794	+37,861	ADD
322	PRUDENTIAL PLC	$2.6M	46,297	+32,598	ADD
323	Allianz Asset Management GmbH	$2.6M	45,956	+9,510	ADD
324	Crossmark Global Holdings, Inc.	$2.6M	45,671	—	NO PRIOR
325	Cohen Klingenstein LLC	$2.6M	45,668	0	NO CHANGE
326	Cresset Asset Management, LLC	$2.6M	45,488	+12,037	ADD
327	Lido Advisors, LLC	$2.6M	45,478	−23,194	TRIM
328	Savant Capital, LLC	$2.5M	45,088	+4,898	ADD
329	HARTFORD INVESTMENT MANAGEMENT CO	$2.5M	44,812	−1,021	TRIM
330	Venture Visionary Partners LLC	$2.5M	44,669	−87	TRIM
331	YHB Investment Advisors, Inc.	$2.5M	44,478	−437	TRIM
332	Steward Partners Investment Advisory, LLC	$2.5M	44,035	+2,513	ADD
333	PINNACLE ASSOCIATES LTD	$2.5M	43,575	+1,628	ADD
334	SOMERVILLE KURT F	$2.4M	43,375	−56,435	TRIM
335	HB Wealth Management, LLC	$2.4M	42,999	+4,641	ADD
336	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.4M	42,603	+10,899	ADD
337	GPM Growth Investors, Inc.	$2.4M	42,164	−2,130	TRIM
338	GROUP ONE TRADING LLC	$2.4M	41,801	+6,724	ADD
339	Generali Asset Management SPA SGR	$2.3M	41,456	+1,151	ADD
340	Boston Partners	$2.3M	41,361	+2,320	ADD
341	AMG National Trust Bank	$2.3M	41,063	+4,353	ADD
342	J.W. COLE ADVISORS, INC.	$2.3M	40,542	+1,066	ADD
343	NATIXIS	$2.3M	40,385	−108,015	TRIM
344	Kentucky Farm Bureau Mutual Insurance Co	$2.3M	40,000	—	NO PRIOR
345	Vestmark Advisory Solutions, Inc.	$2.3M	39,993	+12,182	ADD
346	Maryland State Retirement & Pension System	$2.2M	39,794	0	NO CHANGE
347	Siemens Fonds Invest GmbH	$2.2M	39,464	−25	TRIM
348	Essex Financial Services, Inc.	$2.2M	39,437	−1,552	TRIM
349	Bleakley Financial Group, LLC	$2.2M	39,153	−846	TRIM
350	Poehling Capital Management, INC.	$2.2M	38,270	−172	TRIM
351	ABN AMRO INVESTMENT SOLUTIONS	$2.1M	38,148	−5,810	TRIM
352	DELTA FINANCIAL ADVISORS LLC	$2.1M	37,786	+2,868	ADD
353	Robeco Institutional Asset Management B.V.	$2.1M	37,773	+88	ADD
354	AG2R LA MONDIALE GESTION D'ACTIFS	$2.1M	37,168	+492	ADD
355	Elefante Mark B	$2.1M	37,077	−3,603	TRIM
356	Allspring Global Investments Holdings, LLC	$2.1M	36,605	+677	ADD
357	OMERS ADMINISTRATION Corp	$2.1M	36,971	+8,172	ADD
358	EP Wealth Advisors, LLC	$2.1M	36,947	−568	TRIM
359	CIBC WORLD MARKET INC.	$2.0M	36,395	−66,531	TRIM
360	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.0M	36,338	+36,338	NEW
361	ALLIANZ SE	$2.0M	36,084	0	NO CHANGE
362	Onex Canada Asset Management Inc.	$2.0M	35,800	+35,800	NEW
363	Perigon Wealth Management, LLC	$2.0M	35,463	+1,370	ADD
364	TD Waterhouse Canada Inc.	$1.9M	33,902	−9,087	TRIM
365	BARTLETT & CO. WEALTH MANAGEMENT LLC	$1.9M	28,512	−147	TRIM
366	NOMURA HOLDINGS INC	$1.9M	33,484	+2,796	ADD
367	Goelzer Investment Management, Inc.	$1.9M	33,319	+145	ADD
368	AMERICAN CENTURY COMPANIES INC	$1.9M	33,100	+4,836	ADD
369	Orion Porfolio Solutions, LLC	$1.9M	32,909	−2,464	TRIM
370	MUFG Securities EMEA plc	$1.8M	32,211	−244	TRIM
371	Laird Norton Wetherby Trust Company, LLC	$1.8M	31,935	+300	ADD
372	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	31,498	+31,498	NEW
373	Sequoia Financial Advisors, LLC	$1.7M	31,069	+1,320	ADD
374	BROOKFIELD Corp /ON/	$1.7M	30,812	+30,812	NEW
375	Capital Group Private Client Services, Inc.	$1.7M	30,762	−50,773	TRIM
376	BURNEY CO/	$1.7M	30,609	+9,274	ADD
377	Assenagon Asset Management S.A.	$1.7M	30,574	−2,429,747	TRIM
378	Delaney Dennis R	$1.7M	30,055	+16,005	ADD
379	TWO SIGMA SECURITIES, LLC	$1.7M	29,992	+23,822	ADD
380	Cinctive Capital Management LP	$1.7M	29,639	+29,639	NEW
381	OneDigital Investment Advisors LLC	$1.6M	28,992	+10,106	ADD
382	CULLINAN ASSOCIATES INC	$1.6M	28,700	+19,700	ADD
383	Empirical Finance, LLC	$1.6M	28,161	−70	TRIM
384	Metis Global Partners, LLC	$1.6M	28,019	+3,155	ADD
385	Saudi Central Bank	$1.6M	27,978	+27,978	NEW
386	First Heartland Consultants, Inc.	$1.6M	27,896	+27,896	NEW
387	Jain Global LLC	$1.6M	27,844	−402,604	TRIM
388	Lifeworks Advisors, LLC	$1.6M	27,563	−49,321	TRIM
389	Richard Bernstein Advisors LLC	$1.5M	27,469	0	NO CHANGE
390	Van Hulzen Asset Management, LLC	$1.5M	27,220	−130	TRIM
391	Walleye Capital LLC	$1.5M	27,162	−93,278	TRIM
392	Lombard Odier Asset Management (Switzerland) SA	$1.5M	27,137	−1,300	TRIM
393	Evercore Wealth Management, LLC	$1.5M	26,396	−22,647	TRIM
394	Clarus Wealth Advisors	$1.5M	26,766	+26,766	NEW
395	BENJAMIN EDWARDS INC	$1.5M	26,114	−42,146	TRIM
396	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	$1.5M	26,088	−4,005	TRIM
397	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.5M	26,044	0	NO CHANGE
398	ELEVATION POINT WEALTH PARTNERS, LLC	$1.5M	25,895	+7,432	ADD
399	E. Ohman J:or Asset Management AB	$1.5M	25,834	−3,091	TRIM
400	Systematic Alpha Investments, LLC	$1.5M	25,789	0	NO CHANGE
401	Carnegie Investment Counsel	$1.4M	25,708	−50	TRIM
402	Principle Wealth Partners LLC	$1.4M	25,364	−100	TRIM
403	Glenview Trust Co	$1.4M	25,252	−2,349	TRIM
404	Clearstead Advisors, LLC	$1.4M	25,201	−1,424	TRIM
405	Brooklyn Investment Group	$1.4M	25,186	+16,146	ADD
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.4M	25,140	−156	TRIM
407	JOHNSON INVESTMENT COUNSEL INC	$1.4M	25,046	−1,426	TRIM
408	GUIDANCE CAPITAL, INC	$1.4M	21,954	+21,954	NEW
409	STANCE CAPITAL LLC	$1.4M	24,967	−812	TRIM
410	Modera Wealth Management, LLC	$1.4M	24,933	+3,717	ADD
411	Kintegral Advisory, LLC	$1.4M	24,729	−1,096	TRIM
412	PERSONAL CFO SOLUTIONS, LLC	$1.4M	24,671	+181	ADD
413	Concurrent Investment Advisors, LLC	$1.4M	24,281	−1,278	TRIM
414	Meeder Advisory Services, Inc.	$1.4M	24,275	+3,378	ADD
415	Souders Financial Advisors	$1.3M	23,944	−890	TRIM
416	Wilmington Savings Fund Society, FSB	$1.3M	23,795	+1,992	ADD
417	Composition Wealth, LLC	$1.3M	23,317	−1,755	TRIM
418	Ally Financial Inc.	$1.3M	23,000	0	NO CHANGE
419	Moors & Cabot, Inc.	$1.3M	22,960	+232	ADD
420	North Dakota State Investment Board	$1.3M	22,744	−4,458	TRIM
421	Massachusetts Wealth Management	$1.3M	22,735	+225	ADD
422	PETTYJOHN, WOOD & WHITE, INC	$1.3M	22,707	+791	ADD
423	Banque Cantonale Vaudoise	$1.3M	22,635	−10,742	TRIM
424	Crews Bank & Trust	$1.3M	22,564	−495	TRIM
425	PRINCIPAL SECURITIES, INC.	$1.3M	22,471	+1,961	ADD
426	PUZO MICHAEL J	$1.3M	22,285	−1,950	TRIM
427	HARMONY ASSET MANAGEMENT LLC	$1.3M	22,207	−15,265	TRIM
428	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.2M	22,098	+22,098	NEW
429	Stonehage Fleming Financial Services Holdings Ltd	$1.2M	21,820	−828	TRIM
430	CENTRAL TRUST Co	$1.2M	21,779	−326	TRIM
431	MUFG SECURITIES AMERICAS INC.	$1.2M	21,740	+412	ADD
432	SECURIAN ASSET MANAGEMENT, INC	$1.2M	21,314	−213	TRIM
433	Ridgewood Investments LLC	$1.2M	21,312	—	NO PRIOR
434	Notis-McConarty Edward	$1.2M	21,115	−23,635	TRIM
435	CITIZENS FINANCIAL GROUP INC/RI	$1.2M	20,979	−126	TRIM
436	Squarepoint Ops LLC	$1.2M	20,886	−332,409	TRIM
437	New Age Alpha Advisors, LLC	$1.2M	20,839	+20,839	NEW
438	Vise Technologies, Inc.	$1.2M	22,153	0	NO CHANGE
439	Penobscot Investment Management Company, Inc.	$1.2M	20,655	−555	TRIM
440	InTrack Investment Management Inc	$1.2M	20,618	0	NO CHANGE
441	BRIDGES INVESTMENT MANAGEMENT INC	$1.2M	20,610	−2,501	TRIM
442	GREENLEAF TRUST	$1.2M	20,588	+1,384	ADD
443	AZZAD ASSET MANAGEMENT INC /ADV	$1.2M	20,491	−5	TRIM
444	ESSEX INVESTMENT MANAGEMENT CO LLC	$1.2M	20,458	+6,161	ADD
445	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	20,452	+6,727	ADD
446	MASTERINVEST Kapitalanlage GmbH	$1.1M	20,249	+7,827	ADD
447	NLB Skladi, upravljanje premozenja, d.o.o.	$1.1M	20,246	−769	TRIM
448	Forvis Mazars Wealth Advisors, LLC	$1.1M	20,181	−1	TRIM
449	Apollon Wealth Management, LLC	$1.1M	20,073	+2,823	ADD
450	ARVEST INVESTMENTS, INC.	$1.1M	19,935	+19,935	NEW
451	WELLINGTON MANAGEMENT GROUP LLP	$1.1M	19,854	+10,901	ADD
452	HOLDERNESS INVESTMENTS CO	$1.1M	19,550	−683	TRIM
453	Cascade Investment Advisors, Inc.	$1.1M	19,343	+185	ADD
454	NWAM LLC	$1.1M	19,210	+19,210	NEW
455	ARTHUR M. COHEN & ASSOCIATES, LLC	$1.1M	19,000	0	NO CHANGE
456	ICW Investment Advisors LLC	$1.1M	18,996	+2,524	ADD
457	USS Investment Management Ltd	$1.1M	18,875	−49,178	TRIM
458	Verdence Capital Advisors LLC	$1.1M	18,848	+11,443	ADD
459	NewEdge Wealth, LLC	$1.1M	18,794	−1,002	TRIM
460	Dai-ichi Life Insurance Company, Ltd	$1.1M	18,781	−18,830	TRIM
461	Waverly Advisors, LLC	$1.1M	18,755	−802	TRIM
462	PATTEN & PATTEN INC/TN	$1.0M	18,626	+650	ADD
463	GARRISON POINT ADVISORS, LLC	$1.0M	18,555	−320	TRIM
464	Choate Investment Advisors	$1.0M	18,548	+1,806	ADD
465	Barden Capital Management, Inc.	$1.0M	18,477	+578	ADD
466	NICOLET BANKSHARES INC	$1.0M	18,319	+18,319	NEW
467	Diversified Trust Co	$1.0M	18,458	+1,120	ADD
468	Northwest & Ethical Investments L.P.	$1.0M	18,333	−345,635	TRIM
469	Wedmont Private Capital	$1.0M	17,352	−590	TRIM
470	Birch Hill Investment Advisors LLC	$1.0M	17,891	0	NO CHANGE
471	QUADRANT CAPITAL GROUP LLC	$994K	17,652	−839	TRIM
472	FIRST MANHATTAN CO. LLC.	$980K	17,405	0	NO CHANGE
473	HBK Sorce Advisory LLC	$970K	14,515	+392	ADD
474	Ballentine Partners, LLC	$965K	17,130	+246	ADD
475	HEADINVEST, LLC	$963K	17,108	−500	TRIM
476	SIGNATUREFD, LLC	$940K	16,698	+195	ADD
477	Jacobi Capital Management LLC	$939K	16,682	−82	TRIM
478	SALEM INVESTMENT COUNSELORS INC	$937K	16,645	−233	TRIM
479	Rydar Equities, Inc.	$937K	16,644	−189	TRIM
480	RITHOLTZ WEALTH MANAGEMENT	$934K	16,595	+3,174	ADD
481	Banque Transatlantique SA	$914K	16,142	+1,149	ADD
482	Wealth Enhancement Trust Services, Inc.	$908K	16,126	−374	TRIM
483	FARMERS & MERCHANTS INVESTMENTS INC	$904K	16,062	−1,077	TRIM
484	Envestnet Portfolio Solutions, Inc.	$904K	16,058	−36,035	TRIM
485	Curi Capital, LLC	$904K	16,050	+5,136	ADD
486	CHICAGO TRUST Co NA	$902K	16,018	+11,955	ADD
487	TEMA ETFS LLC	$899K	15,972	+77	ADD
488	EASTERN BANK	$881K	15,641	0	NO CHANGE
489	J. Safra Sarasin Holding AG	$879K	15,618	+1,035	ADD
490	ROMANO BROTHERS AND COMPANY	$879K	15,607	−225	TRIM
491	EVERGREEN CAPITAL MANAGEMENT LLC	$876K	15,560	+2,199	ADD
492	Stratos Wealth Partners, LTD.	$876K	15,549	−1,097	TRIM
493	TRUST CO OF TOLEDO NA /OH/	$853K	15,156	−177	TRIM
494	Kingsview Wealth Management, LLC	$850K	15,103	+795	ADD
495	Equitable Holdings, Inc.	$843K	15,338	+9,859	ADD
496	Marble Harbor Investment Counsel, LLC	$841K	14,930	0	NO CHANGE
497	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$837K	14,867	0	NO CHANGE
498	Westhampton Capital, LLC	$834K	14,817	0	NO CHANGE
499	KRAEMATON INVESTMENT ADVISORS, INC	$830K	14,732	−1,019	TRIM
500	Quotient Wealth Partners, LLC	$829K	14,725	+698	ADD

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

Congress ↔ notable managers · CARR

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

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 4 Maria Elvira Salazar R–FL-27, Julie Johnson D–TX-32, Kevin Hern R–OK-1, Tommy Tuberville R–AL $19K–$110K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Moore Capital Management $4.9M held
Trimming: 2 Gotham Asset Management, Caxton Associates $15.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CARRIER GLOBAL CORPORATION

Merged timeline of congressional filings and notable-manager moves on CARR
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-08-07	Maria Elvira Salazar Congress	SELL	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Moore Capital Management 13F	NEW	+86,819 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−17,243 sh
2026-05-14	Caxton Associates 13F	EXIT	−9,327 sh

9 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

18 members of Congress disclosed CARR — 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).