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 ↗

CARNIVAL CORP · COMMON STOCK · quarter ended 2026-03-31 · 22 members disclosed CCL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 741 holders are listed, largest first: 741
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $18.8B
holders whose share count rose or who opened the position (new + add), by shares: 700
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 5

Holders — quarter ended 2026-03-31

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

13F holders of CCL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.3B	89,979,406	+89,979,406	NEW
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	73,474,107	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	54,775,945	—	NO PRIOR
4	STATE STREET CORP	$1.3B	50,238,525	+50,238,525	NEW
5	GEODE CAPITAL MANAGEMENT, LLC	$848M	32,569,014	+32,569,014	NEW
6	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$767M	29,632,847	+29,632,847	NEW
7	FMR LLC	$583M	22,530,148	+22,530,148	NEW
8	DIMENSIONAL FUND ADVISORS LP	$411M	15,904,029	+15,904,029	NEW
9	MORGAN STANLEY	$372M	14,361,676	+14,361,676	NEW
10	Invesco Ltd.	$368M	14,204,753	+14,204,753	NEW
11	VIKING GLOBAL INVESTORS LP	$355M	13,721,348	+13,721,348	NEW
12	NORTHERN TRUST CORP	$332M	12,828,106	+12,828,106	NEW
13	59 North Capital Management, LP	$241M	9,305,802	+9,305,802	NEW
14	AQR CAPITAL MANAGEMENT LLC	$234M	9,374,948	+9,374,948	NEW
15	Nuveen, LLC	$228M	8,794,634	+8,794,634	NEW
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$222M	8,591,997	+8,591,997	NEW
17	WELLINGTON MANAGEMENT GROUP LLP	$188M	7,271,041	+7,271,041	NEW
18	Point72 Asset Management, L.P.	$178M	6,887,847	+6,887,847	NEW
19	BANK OF AMERICA CORP /DE/	$175M	6,750,400	+6,750,400	NEW
20	VANGUARD FIDUCIARY TRUST CO	$168M	6,492,627	—	NO PRIOR
21	Pentwater Capital Management LP	$157M	6,060,000	+6,060,000	NEW
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$153M	5,916,649	+5,916,649	NEW
23	SEI INVESTMENTS CO	$148M	5,736,163	+5,736,163	NEW
24	D. E. Shaw & Co., Inc.	$146M	5,635,318	+5,635,318	NEW
25	Legal & General Group Plc	$141M	5,443,236	+5,443,236	NEW
26	PRIMECAP MANAGEMENT CO/CA/	$139M	5,363,703	+5,363,703	NEW
27	EARNEST PARTNERS LLC	$139M	5,363,683	+5,363,683	NEW
28	VOYA INVESTMENT MANAGEMENT LLC	$137M	5,298,880	+5,298,880	NEW
29	Alyeska Investment Group, L.P.	$135M	5,218,602	+5,218,602	NEW
30	MENORA MIVTACHIM HOLDINGS LTD.	$130M	5,030,800	+5,030,800	NEW
31	UBS Group AG	$125M	4,833,189	+4,833,189	NEW
32	CITADEL ADVISORS LLC	$121M	4,692,458	+4,692,458	NEW
33	Hound Partners, LLC	$117M	4,514,839	+4,514,839	NEW
34	LOS ANGELES CAPITAL MANAGEMENT LLC	$114M	4,397,253	+4,397,253	NEW
35	DEUTSCHE BANK AG\	$113M	4,356,443	+4,356,443	NEW
36	Assenagon Asset Management S.A.	$109M	4,206,941	+4,206,941	NEW
37	COMMONWEALTH EQUITY SERVICES, LLC	$107M	4,151,071	+4,151,071	NEW
38	ROYAL BANK OF CANADA	$107M	4,133,782	+4,133,782	NEW
39	CITIGROUP INC	$107M	4,126,603	+4,126,603	NEW
40	Amundi	$105M	4,047,133	+4,047,133	NEW
41	Capital World Investors	$88.2M	3,408,957	+3,408,957	NEW
42	AMERICAN CENTURY COMPANIES INC	$88.0M	3,399,260	+3,399,260	NEW
43	Swiss National Bank	$84.5M	3,266,100	+3,266,100	NEW
44	National Pension Service	$76.9M	2,970,311	+2,970,311	NEW
45	RENAISSANCE TECHNOLOGIES LLC	$67.2M	2,598,300	+2,598,300	NEW
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$66.5M	2,567,645	+2,567,645	NEW
47	Vanguard Global Advisers, LLC	$66.0M	2,549,648	—	NO PRIOR
48	Mitsubishi UFJ Asset Management Co., Ltd.	$65.9M	2,545,853	+2,545,853	NEW
49	Qube Research & Technologies Ltd	$64.6M	2,495,837	+2,495,837	NEW
50	Holocene Advisors, LP	$63.1M	2,436,663	+2,436,663	NEW
51	MILLENNIUM MANAGEMENT LLC	$61.5M	2,375,272	+2,375,272	NEW
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$61.1M	2,359,463	+2,359,463	NEW
53	VANGUARD ASSET MANAGEMENT, Ltd	$58.9M	2,274,225	—	NO PRIOR
54	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$57.1M	2,205,208	+2,205,208	NEW
55	NORDEA INVESTMENT MANAGEMENT AB	$55.0M	2,203,681	+2,203,681	NEW
56	Hook Mill Capital Partners, LP	$52.5M	2,029,374	+2,029,374	NEW
57	Quantinno Capital Management LP	$52.1M	2,012,137	+2,012,137	NEW
58	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$51.9M	2,005,179	+2,005,179	NEW
59	Man Group plc	$50.1M	1,936,300	+1,936,300	NEW
60	HSBC HOLDINGS PLC	$49.7M	1,924,083	+1,924,083	NEW
61	WELLS FARGO & COMPANY/MN	$48.1M	1,860,444	+1,860,444	NEW
62	BNP Paribas Asset Management Holding S.A.	$46.8M	1,806,895	+1,806,895	NEW
63	Vinva Investment Management Ltd	$46.1M	1,889,116	+1,889,116	NEW
64	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$44.7M	1,729,103	+1,729,103	NEW
65	BALYASNY ASSET MANAGEMENT L.P.	$42.7M	1,649,946	+1,649,946	NEW
66	Russell Investments Group, Ltd.	$41.4M	1,617,521	+672,245	ADD
67	ALLIANCEBERNSTEIN L.P.	$39.9M	1,307,118	+1,307,118	NEW
68	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$39.5M	1,527,262	+1,527,262	NEW
69	CLOUGH CAPITAL PARTNERS L P	$37.8M	1,460,718	+1,460,718	NEW
70	AustralianSuper Pty Ltd	$36.9M	1,426,698	+1,426,698	NEW
71	Perpetual Ltd	$35.4M	1,369,318	+1,369,318	NEW
72	PRINCIPAL FINANCIAL GROUP INC	$34.5M	1,332,810	+1,332,810	NEW
73	Connor, Clark & Lunn Investment Management Ltd.	$34.1M	1,316,967	+1,316,967	NEW
74	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$33.3M	1,286,322	+17,228	ADD
75	Trexquant Investment LP	$30.3M	1,170,594	+1,170,594	NEW
76	MERCER GLOBAL ADVISORS INC /ADV	$27.5M	1,063,475	+1,063,475	NEW
77	RAYMOND JAMES FINANCIAL INC	$25.8M	997,632	+997,632	NEW
78	STOREBRAND ASSET MANAGEMENT AS	$25.7M	992,835	—	NO PRIOR
79	HORIZON KINETICS ASSET MANAGEMENT LLC	$24.8M	957,653	+957,653	NEW
80	BANK OF NOVA SCOTIA	$23.7M	915,961	+915,961	NEW
81	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$23.2M	897,230	+897,230	NEW
82	NEW YORK STATE COMMON RETIREMENT FUND	$23.1M	894,090	+894,090	NEW
83	ENVESTNET ASSET MANAGEMENT INC	$23.0M	888,611	+888,611	NEW
84	Nixon Capital, LLC	$22.5M	869,152	+869,152	NEW
85	STIFEL FINANCIAL CORP	$21.7M	838,251	+838,251	NEW
86	BANK OF MONTREAL /CAN/	$21.7M	836,747	+836,747	NEW
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	$21.4M	827,300	+827,300	NEW
88	NATIONAL BANK OF CANADA /FI/	$21.4M	826,346	+826,346	NEW
89	ROYAL LONDON ASSET MANAGEMENT LTD	$21.2M	820,149	+820,149	NEW
90	ING GROEP NV	$21.2M	818,934	+818,934	NEW
91	Korea Investment CORP	$21.1M	816,228	+816,228	NEW
92	PFA Pension, Forsikringsaktieselskab	$21.0M	811,129	+811,129	NEW
93	LPL Financial LLC	$20.2M	782,249	+782,249	NEW
94	Gotham Asset Management, LLC	$20.1M	777,352	+777,352	NEW
95	Robeco Institutional Asset Management B.V.	$20.0M	772,760	+772,760	NEW
96	Focus Partners Wealth	$18.8M	726,220	+726,220	NEW
97	L1 Capital Pty Ltd	$18.5M	715,980	+715,980	NEW
98	HighTower Advisors, LLC	$18.4M	710,810	+710,810	NEW
99	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.0M	694,007	+694,007	NEW
100	IEQ CAPITAL, LLC	$16.6M	642,211	+642,211	NEW
101	PRUDENTIAL FINANCIAL INC	$16.5M	635,716	+635,716	NEW
102	FIRST TRUST ADVISORS LP	$16.4M	632,541	+632,541	NEW
103	Calamos Advisors LLC	$16.4M	632,053	+632,053	NEW
104	NATIXIS	$16.3M	629,353	+629,353	NEW
105	STATE OF WISCONSIN INVESTMENT BOARD	$16.3M	628,059	+628,059	NEW
106	DELTEC ASSET MANAGEMENT LLC	$16.2M	627,384	+627,384	NEW
107	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$15.9M	612,848	+612,848	NEW
108	FEDERATED HERMES, INC.	$15.0M	579,275	+579,275	NEW
109	Engineers Gate Manager LP	$14.7M	569,216	+569,216	NEW
110	Chevy Chase Trust Holdings, LLC	$14.7M	566,609	+566,609	NEW
111	Swedbank AB	$14.4M	557,546	+557,546	NEW
112	Vanguard Investments Australia, Ltd.	$14.3M	552,137	—	NO PRIOR
113	Empowered Funds, LLC	$14.0M	539,894	+539,894	NEW
114	BOOTHBAY FUND MANAGEMENT, LLC	$13.6M	526,228	+526,228	NEW
115	Cerity Partners LLC	$13.5M	521,596	+521,596	NEW
116	Mariner, LLC	$12.8M	496,456	+496,456	NEW
117	Aberdeen Group plc	$12.7M	490,813	+490,813	NEW
118	Rockefeller Capital Management L.P.	$12.6M	485,523	+485,523	NEW
119	Illinois Municipal Retirement Fund	$12.4M	480,034	+480,034	NEW
120	NOMURA HOLDINGS INC	$12.4M	477,728	+477,728	NEW
121	CREDIT AGRICOLE S A	$12.3M	476,647	+476,647	NEW
122	Asset Management One Co., Ltd.	$11.9M	459,735	+459,735	NEW
123	OLD NATIONAL BANCORP /IN/	$11.6M	446,501	+446,501	NEW
124	Pictet Asset Management Holding SA	$11.2M	431,991	+431,991	NEW
125	MACKENZIE FINANCIAL CORP	$11.1M	428,123	+428,123	NEW
126	Tredje AP-fonden	$11.1M	427,325	+427,325	NEW
127	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.9M	421,603	+421,603	NEW
128	TD ASSET MANAGEMENT INC	$10.9M	420,144	+420,144	NEW
129	KLP KAPITALFORVALTNING AS	$10.8M	418,800	+418,800	NEW
130	QRG CAPITAL MANAGEMENT, INC.	$10.8M	418,642	+418,642	NEW
131	Pathstone Holdings, LLC	$10.5M	405,011	+405,011	NEW
132	CIBC Bancorp USA Inc.	$10.5M	404,631	—	NO PRIOR
133	Dana Investment Advisors, Inc.	$10.4M	403,228	+403,228	NEW
134	INTECH INVESTMENT MANAGEMENT LLC	$10.3M	397,005	+397,005	NEW
135	NOMURA ASSET MANAGEMENT CO LTD	$10.2M	393,224	+393,224	NEW
136	Tabor Asset Management, LP	$10.1M	389,838	+389,838	NEW
137	Cetera Investment Advisers	$9.8M	379,464	+379,464	NEW
138	SEB Asset Management AB	$9.8M	378,985	—	NO PRIOR
139	State of New Jersey Common Pension Fund D	$9.6M	372,785	+372,785	NEW
140	OSAIC HOLDINGS, INC.	$9.5M	367,648	+367,648	NEW
141	FRANKLIN RESOURCES INC	$9.5M	366,580	+366,580	NEW
142	Vontobel Holding Ltd.	$9.4M	361,341	+361,341	NEW
143	Creative Planning	$9.3M	357,429	+357,429	NEW
144	Resona Asset Management Co.,Ltd.	$8.5M	333,652	+333,652	NEW
145	CANADA PENSION PLAN INVESTMENT BOARD	$8.3M	319,371	+319,371	NEW
146	Concurrent Investment Advisors, LLC	$8.3M	319,268	+319,268	NEW
147	Y-Intercept (Hong Kong) Ltd	$8.2M	318,525	+318,525	NEW
148	Czech National Bank	$8.1M	313,235	+313,235	NEW
149	Interval Partners, LP	$8.0M	310,000	+310,000	NEW
150	Walleye Capital LLC	$8.0M	309,283	+309,283	NEW
151	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.0M	307,700	+307,700	NEW
152	Ensign Peak Advisors, Inc	$7.9M	305,290	+305,290	NEW
153	Arizona State Retirement System	$7.8M	302,488	+302,488	NEW
154	CenterBook Partners LP	$7.7M	299,439	+299,439	NEW
155	Moran Wealth Management, LLC	$7.7M	297,035	+297,035	NEW
156	WORLDQUANT MILLENNIUM ADVISORS LLC	$7.6M	292,468	+292,468	NEW
157	Lansforsakringar Fondforvaltning AB (publ)	$7.5M	291,418	+291,418	NEW
158	CWM, LLC	$7.5M	288,824	+288,824	NEW
159	Darwins River Capital, LP	$7.3M	280,786	+280,786	NEW
160	PEAK6 LLC	$7.3M	280,776	+280,776	NEW
161	CIBC Asset Management Inc	$7.2M	277,888	+277,888	NEW
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.9M	267,916	+267,916	NEW
163	TWO SIGMA INVESTMENTS, LP	$6.9M	265,200	+265,200	NEW
164	XPONANCE LLC	$6.8M	263,414	+263,414	NEW
165	Jain Global LLC	$6.8M	262,945	+262,945	NEW
166	Aquatic Capital Management LLC	$6.7M	257,735	+257,735	NEW
167	Corient Private Wealth LLC	$6.6M	258,951	+258,951	NEW
168	Verition Fund Management LLC	$6.5M	249,579	+249,579	NEW
169	Zurich Insurance Group Ltd/FI	$6.4M	248,887	+248,887	NEW
170	Retirement Systems of Alabama	$6.3M	244,241	+244,241	NEW
171	Beck Bode, LLC	$6.0M	230,787	+230,787	NEW
172	DnB Asset Management AS	$6.0M	230,341	+230,341	NEW
173	Mirae Asset Global Investments Co., Ltd.	$5.8M	225,360	+225,360	NEW
174	ProShare Advisors LLC	$5.8M	224,344	+224,344	NEW
175	KETTLE HILL CAPITAL MANAGEMENT, LLC	$5.7M	221,099	+221,099	NEW
176	Federation des caisses Desjardins du Quebec	$5.6M	215,091	+215,091	NEW
177	FIL Ltd	$5.6M	214,754	+214,754	NEW
178	IFM Investors Pty Ltd	$5.5M	213,895	+213,895	NEW
179	USS Investment Management Ltd	$5.4M	207,993	+207,993	NEW
180	PANAGORA ASSET MANAGEMENT INC	$5.4M	207,794	+207,794	NEW
181	Longaeva Partners L.P.	$5.3M	205,000	+205,000	NEW
182	Daiwa Securities Group Inc.	$5.0M	193,221	+193,221	NEW
183	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.9M	189,633	+189,633	NEW
184	IMC-Chicago, LLC	$4.9M	187,425	+187,425	NEW
185	Utah Retirement Systems	$4.8M	186,283	+186,283	NEW
186	Quadrature Capital Ltd	$4.8M	185,544	+185,544	NEW
187	Walleye Trading LLC	$4.7M	181,510	+181,510	NEW
188	Scott & Selber, Inc.	$4.7M	180,615	+180,615	NEW
189	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.7M	180,451	+180,451	NEW
190	NEOS Investment Management LLC	$4.5M	175,731	+175,731	NEW
191	Centiva Capital, LP	$4.5M	174,432	+174,432	NEW
192	Kestra Advisory Services, LLC	$4.3M	165,152	+165,152	NEW
193	TODD ASSET MANAGEMENT LLC	$4.3M	165,044	+165,044	NEW
194	Lighthouse Investment Partners, LLC	$4.2M	162,550	+162,550	NEW
195	MACQUARIE GROUP LTD	$4.2M	162,378	+162,378	NEW
196	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.1M	159,814	+159,814	NEW
197	Rakuten Investment Management, Inc.	$4.0M	168,832	+168,832	NEW
198	MAD RIVER INVESTORS	$4.0M	156,181	+156,181	NEW
199	CIBC WORLD MARKET INC.	$4.0M	154,615	+154,615	NEW
200	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.0M	153,378	+153,378	NEW
201	GROUP ONE TRADING LLC	$3.9M	150,169	+150,169	NEW
202	Shellback Capital, LP	$3.9M	150,000	+150,000	NEW
203	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.8M	145,759	+145,759	NEW
204	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.8M	145,635	+145,635	NEW
205	MML INVESTORS SERVICES, LLC	$3.7M	143,510	+143,510	NEW
206	OCCUDO QUANTITATIVE STRATEGIES LP	$3.7M	139,976	+139,976	NEW
207	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.7M	142,764	+142,764	NEW
208	Liberty Mutual Group Asset Management Inc.	$3.6M	140,416	+140,416	NEW
209	PORTLAND INVESTMENT COUNSEL INC.	$3.6M	139,602	0	NO CHANGE
210	Vestmark Advisory Solutions, Inc.	$3.6M	139,384	+139,384	NEW
211	Coastal Bridge Advisors, LLC	$3.5M	136,754	+136,754	NEW
212	Vanguard Personalized Indexing Management, LLC	$3.5M	136,458	+136,458	NEW
213	Wealthfront Advisers LLC	$3.5M	136,320	+136,320	NEW
214	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	131,600	+131,600	NEW
215	ZACKS INVESTMENT MANAGEMENT	$3.3M	128,688	+128,688	NEW
216	Swiss Life Asset Management Ltd	$3.3M	127,516	+127,516	NEW
217	Vident Advisory, LLC	$3.2M	124,365	+124,365	NEW
218	ASR Vermogensbeheer N.V.	$3.2M	123,690	+123,690	NEW
219	OPPENHEIMER ASSET MANAGEMENT INC.	$3.2M	123,449	+123,449	NEW
220	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	122,312	+122,312	NEW
221	Diversified Trust Co	$3.1M	121,106	+121,106	NEW
222	1832 Asset Management L.P.	$3.1M	120,682	+120,682	NEW
223	Summit Trail Advisors, LLC	$3.1M	119,296	+119,296	NEW
224	Lido Advisors, LLC	$3.0M	117,003	+117,003	NEW
225	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.9M	113,200	+113,200	NEW
226	Waverly Advisors, LLC	$2.9M	111,446	+111,446	NEW
227	Baird Financial Group, Inc.	$2.9M	111,033	+111,033	NEW
228	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.8M	109,264	+109,264	NEW
229	Harvest Portfolios Group Inc.	$2.8M	108,339	+108,339	NEW
230	STANCE CAPITAL LLC	$2.7M	104,768	+104,768	NEW
231	Stratos Wealth Partners, LTD.	$2.6M	99,779	+99,779	NEW
232	Merit Financial Group, LLC	$2.5M	96,401	+96,401	NEW
233	Tidal Investments LLC	$2.5M	95,289	+95,289	NEW
234	Investment Management Corp of Ontario	$2.5M	95,271	+95,271	NEW
235	OMERS ADMINISTRATION Corp	$2.4M	93,019	+93,019	NEW
236	Troluce Capital Advisors LLC	$2.4M	92,400	+92,400	NEW
237	Private Advisor Group, LLC	$2.4M	92,224	+92,224	NEW
238	Allianz Asset Management GmbH	$2.4M	90,908	+90,908	NEW
239	Woodline Partners LP	$2.3M	90,615	+90,615	NEW
240	Clear Creek Financial Management, LLC	$2.3M	89,639	+89,639	NEW
241	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.3M	87,245	+87,245	NEW
242	FIRST NATIONAL TRUST CO	$2.2M	85,490	+85,490	NEW
243	Rafferty Asset Management, LLC	$2.2M	83,682	+83,682	NEW
244	Callan Family Office, LLC	$2.1M	80,831	+80,831	NEW
245	Avanza Fonder AB	$1.9M	74,223	+74,223	NEW
246	Janus Henderson Group Ltd.	$1.9M	73,614	+73,614	NEW
247	SILVERLAKE WEALTH MANAGEMENT LLC	$1.9M	73,503	+73,503	NEW
248	III Capital Management	$1.9M	72,904	+72,904	NEW
249	Infusive Asset Management Inc.	$1.9M	72,500	+72,500	NEW
250	Prospera Financial Services Inc	$1.9M	72,236	+72,236	NEW
251	TRUIST FINANCIAL CORP	$1.8M	71,190	+71,190	NEW
252	MIZUHO SECURITIES USA LLC	$1.8M	69,531	+69,531	NEW
253	Integrated Wealth Concepts LLC	$1.8M	69,028	+40,265	ADD
254	LAZARD ASSET MANAGEMENT LLC	$1.7M	66,917	+66,917	NEW
255	M&T BANK CORP	$1.7M	66,849	+66,849	NEW
256	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.7M	66,509	+66,509	NEW
257	Caprock Group, LLC	$1.6M	62,737	+62,737	NEW
258	Convergence Investment Partners, LLC	$1.6M	61,901	+61,901	NEW
259	WINTON GROUP Ltd	$1.6M	61,398	+61,398	NEW
260	Norinchukin Bank, The	$1.6M	60,632	+60,632	NEW
261	Generali Asset Management SPA SGR	$1.6M	60,611	+60,611	NEW
262	FIFTH THIRD BANCORP	$1.6M	60,033	+60,033	NEW
263	Maryland State Retirement & Pension System	$1.5M	59,436	+59,436	NEW
264	COOKSON PEIRCE & CO INC	$1.5M	58,960	+58,960	NEW
265	Allspring Global Investments Holdings, LLC	$1.5M	57,091	+57,091	NEW
266	AE Wealth Management LLC	$1.5M	57,979	+57,979	NEW
267	Mount Lucas Management LP	$1.5M	57,162	−1,562	TRIM
268	Freestone Capital Holdings, LLC	$1.5M	57,144	+57,144	NEW
269	SIMS INVESTMENT MANAGEMENT, LLC	$1.5M	56,299	+56,299	NEW
270	SAGESPRING WEALTH PARTNERS, LLC	$1.5M	56,190	+56,190	NEW
271	Sequoia Financial Advisors, LLC	$1.4M	55,391	+55,391	NEW
272	INSIGNEO ADVISORY SERVICES, LLC	$1.4M	53,821	+53,821	NEW
273	GeoWealth Management, LLC	$1.4M	53,790	+53,790	NEW
274	Oxinas Partners, LLC	$1.4M	53,432	+53,432	NEW
275	E Fund Management Co., Ltd.	$1.4M	53,301	—	NO PRIOR
276	U S GLOBAL INVESTORS INC	$1.4M	52,500	+52,500	NEW
277	Delta Global Management LP	$1.3M	51,923	+51,923	NEW
278	Texas Yale Capital Corp.	$1.3M	50,000	+50,000	NEW
279	LMR Partners LLP	$1.3M	50,000	+50,000	NEW
280	Banco Santander, S.A.	$1.3M	49,936	+49,936	NEW
281	Sunpointe, LLC	$1.3M	49,612	+49,612	NEW
282	GC Wealth Management RIA, LLC	$1.3M	49,555	+49,555	NEW
283	GUGGENHEIM CAPITAL LLC	$1.3M	48,305	+48,305	NEW
284	US BANCORP \DE\	$1.2M	48,189	+48,189	NEW
285	Atria Investments, Inc	$1.2M	48,187	+48,187	NEW
286	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	47,663	+47,663	NEW
287	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.2M	46,258	+46,258	NEW
288	LBP AM SA	$1.2M	47,314	+47,314	NEW
289	MUFG Securities EMEA plc	$1.2M	47,152	+47,152	NEW
290	CVFG LLC	$1.2M	47,100	+47,100	NEW
291	Ethic Inc.	$1.2M	46,990	+46,990	NEW
292	NewEdge Wealth, LLC	$1.2M	46,972	+46,972	NEW
293	COMMERCE BANK	$1.2M	46,686	+46,686	NEW
294	GLENMEDE TRUST CO NA	$1.2M	45,828	+45,828	NEW
295	BURNEY CO/	$1.1M	44,040	+44,040	NEW
296	Candriam S.C.A.	$1.1M	43,491	+43,491	NEW
297	Freestone Grove Partners LP	$1.1M	43,035	+43,035	NEW
298	Credit Capital Investments LLC	$1.1M	43,000	+43,000	NEW
299	PRELUDE CAPITAL MANAGEMENT, LLC	$1.1M	42,931	+42,931	NEW
300	CHOREO, LLC	$1.1M	42,775	+42,775	NEW
301	HUSSMAN STRATEGIC ADVISORS, INC.	$1.1M	42,000	+42,000	NEW
302	PRINCIPAL SECURITIES, INC.	$1.1M	41,805	+41,805	NEW
303	Numerai GP LLC	$1.1M	41,387	+41,387	NEW
304	Aspire Private Capital, LLC	$1.1M	41,232	+41,232	NEW
305	Saudi Central Bank	$1.1M	41,078	+41,078	NEW
306	CABOT WEALTH MANAGEMENT INC	$1.1M	40,964	+40,964	NEW
307	HB Wealth Management, LLC	$1.1M	40,917	+40,917	NEW
308	Independent Advisor Alliance	$1.1M	40,874	+40,874	NEW
309	Allworth Financial LP	$1.1M	40,860	+40,860	NEW
310	SUSQUEHANNA ADVISORS GROUP, INC.	$1.0M	40,230	+40,230	NEW
311	FIDUCIARY FAMILY OFFICE, LLC	$1.0M	39,944	+39,944	NEW
312	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	40,124	+40,124	NEW
313	Invst, LLC	$1.0M	39,167	+39,167	NEW
314	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$998K	38,667	−49,163	TRIM
315	D.A. DAVIDSON & CO.	$990K	38,251	+38,251	NEW
316	JANE STREET GROUP, LLC	$978K	37,804	+37,804	NEW
317	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	$969K	37,450	0	NO CHANGE
318	Triton Wealth Management, PLLC	$966K	36,466	+36,466	NEW
319	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$952K	36,802	+36,802	NEW
320	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$951K	36,731	+36,731	NEW
321	PRUDENTIAL PLC	$949K	36,675	+36,675	NEW
322	Pallas Capital Advisors LLC	$944K	36,478	+36,478	NEW
323	INDEPENDENT FINANCIAL GROUP, LLC	$933K	36,069	—	NO PRIOR
324	HMS Capital Management, LLC	$906K	34,999	+34,999	NEW
325	NewEdge Advisors, LLC	$881K	34,032	+6,472	ADD
326	Advisory Alpha, LLC	$880K	33,994	+33,994	NEW
327	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$853K	32,960	+32,960	NEW
328	Qtron Investments LLC	$848K	32,763	+32,763	NEW
329	WOLVERINE ASSET MANAGEMENT LLC	$845K	32,665	+32,665	NEW
330	Apollon Wealth Management, LLC	$840K	32,456	+32,456	NEW
331	Sanctuary Advisors, LLC	$827K	31,956	+31,956	NEW
332	&PARTNERS	$824K	31,388	+31,388	NEW
333	HUB Investment Partners, LLC	$813K	31,405	+31,405	NEW
334	Sowell Financial Services LLC	$794K	30,681	+30,681	NEW
335	Squarepoint Ops LLC	$791K	30,573	+30,573	NEW
336	Bleakley Financial Group, LLC	$785K	30,329	+30,329	NEW
337	Vise Technologies, Inc.	$783K	25,632	+25,632	NEW
338	Inscription Capital, LLC	$783K	30,239	+30,239	NEW
339	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	$781K	30,161	+30,161	NEW
340	ALLIANZ SE	$780K	30,150	+30,150	NEW
341	Aaron Wealth Advisors LLC	$765K	29,572	+29,572	NEW
342	Caitong International Asset Management Co., Ltd	$765K	29,556	+29,556	NEW
343	Steward Partners Investment Advisory, LLC	$764K	29,515	+29,515	NEW
344	WealthTrust Asset Management, LLC	$762K	29,430	+29,430	NEW
345	QUADRANT CAPITAL GROUP LLC	$750K	28,988	+28,988	NEW
346	GFG Capital, LLC	$747K	28,874	+28,874	NEW
347	CAPSTONE INVESTMENT ADVISORS, LLC	$743K	28,711	+28,711	NEW
348	VARCOV Co.	$741K	28,627	+28,627	NEW
349	TD Waterhouse Canada Inc.	$737K	27,801	+27,801	NEW
350	Beacon Pointe Advisors, LLC	$730K	28,219	+28,219	NEW
351	Chicago Partners Investment Group LLC	$728K	27,018	+27,018	NEW
352	Henshaw Capital LLC	$712K	27,494	—	NO PRIOR
353	Qsemble Capital Management, LP	$711K	27,460	+27,460	NEW
354	COLDSTREAM CAPITAL MANAGEMENT INC	$697K	26,948	+26,948	NEW
355	XTX Topco Ltd	$694K	26,808	+26,808	NEW
356	OSTRUM ASSET MANAGEMENT	$692K	26,741	+5,887	ADD
357	Kingsview Wealth Management, LLC	$689K	26,607	+26,607	NEW
358	Jump Financial, LLC	$682K	26,336	+8,843	ADD
359	Compound Planning, Inc.	$681K	26,315	+26,315	NEW
360	EAGLE WEALTH STRATEGIES LLC	$680K	26,263	+26,263	NEW
361	Dai-ichi Life Insurance Company, Ltd	$675K	26,080	+26,080	NEW
362	Smartleaf Asset Management LLC	$670K	27,979	+27,979	NEW
363	SCOTIA CAPITAL INC.	$665K	25,690	+25,690	NEW
364	Bull Harbor Capital LLC	$663K	25,615	—	NO PRIOR
365	Eddie Patel Inc	$663K	25,612	+25,612	NEW
366	Envestnet Portfolio Solutions, Inc.	$655K	25,309	+25,309	NEW
367	Lebenthal Global Advisors, LLC	$641K	24,750	+24,750	NEW
368	Jefferies Financial Group Inc.	$639K	24,694	+24,694	NEW
369	Ausdal Financial Partners, Inc.	$628K	24,250	+24,250	NEW
370	Gladstone Institutional Advisory LLC	$616K	23,797	+23,797	NEW
371	Blue Trust, Inc.	$614K	23,742	+23,742	NEW
372	Marex Group Ltd	$611K	23,626	+23,626	NEW
373	Savant Capital, LLC	$611K	23,596	+23,596	NEW
374	World Investment Advisors	$600K	23,188	+23,188	NEW
375	DAYMARK WEALTH PARTNERS, LLC	$599K	23,145	+2,988	ADD
376	J. Goldman & Co LP	$585K	22,600	+22,600	NEW
377	Baker Avenue Asset Management, LP	$577K	22,307	+22,307	NEW
378	Limestone Investment Advisors LP	$568K	21,929	+21,929	NEW
379	Sargent Investment Group, LLC	$567K	21,894	+21,894	NEW
380	BLAIR WILLIAM & CO/IL	$562K	21,718	+21,718	NEW
381	Brevan Howard Capital Management LP	$561K	21,667	+21,667	NEW
382	NEW WAVE WEALTH ADVISORS LLC	$559K	21,588	+21,588	NEW
383	1834 INVESTMENT ADVISORS CO	$554K	21,414	+21,414	NEW
384	Venture Visionary Partners LLC	$554K	21,405	+21,405	NEW
385	Krilogy Financial LLC	$552K	20,230	+20,230	NEW
386	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$549K	21,200	+21,200	NEW
387	Gateway Wealth Partners, LLC	$547K	21,137	+21,137	NEW
388	Everhart Financial Group, Inc.	$547K	21,121	+21,121	NEW
389	Wedmont Private Capital	$545K	19,460	+19,460	NEW
390	Baldwin Investment Management, LLC	$545K	21,049	0	NO CHANGE
391	Moors & Cabot, Inc.	$543K	20,985	+20,985	NEW
392	Fideuram Asset Management (Ireland) dac	$540K	20,938	+20,938	NEW
393	ALPS ADVISORS INC	$534K	20,644	+20,644	NEW
394	EP Wealth Advisors, LLC	$517K	19,992	+19,992	NEW
395	EVOLVE PRIVATE WEALTH, LLC	$511K	19,745	+19,745	NEW
396	WADDELL & ASSOCIATES, LLC	$508K	19,645	+19,645	NEW
397	BENJAMIN EDWARDS INC	$504K	19,473	+19,473	NEW
398	Tower Research Capital LLC (TRC)	$502K	19,400	+19,400	NEW
399	Kera Capital Partners, Inc.	$500K	19,325	+19,325	NEW
400	SUMMIT SECURITIES GROUP LLC	$497K	19,189	+19,189	NEW
401	Caption Management, LLC	$492K	19,000	+19,000	NEW
402	Elo Mutual Pension Insurance Co	$483K	18,682	+18,682	NEW
403	Mutual Advisors, LLC	$483K	18,657	+18,657	NEW
404	Sigma Planning Corp	$474K	18,314	+18,314	NEW
405	HUNTINGTON NATIONAL BANK	$462K	17,838	−1,243	TRIM
406	DoubleLine ETF Adviser LP	$460K	17,789	+17,789	NEW
407	CENTRAL TRUST Co	$459K	17,725	+17,725	NEW
408	Kovack Advisors, Inc.	$443K	16,906	+16,906	NEW
409	JOHNSON INVESTMENT COUNSEL INC	$442K	17,092	+17,092	NEW
410	Encompass More Asset Management	$436K	16,830	+16,830	NEW
411	GATEWAY INVESTMENT ADVISERS LLC	$431K	16,646	+16,646	NEW
412	TEACHER RETIREMENT SYSTEM OF TEXAS	$429K	16,593	+16,593	NEW
413	ENCOMPASS WEALTH ADVISORS, LLC	$428K	16,545	+16,545	NEW
414	EVERGREEN CAPITAL MANAGEMENT LLC	$428K	16,526	+16,526	NEW
415	DOLIVER ADVISORS, LP	$426K	16,479	+16,479	NEW
416	WRIGHT INVESTORS SERVICE INC	$418K	16,163	+16,163	NEW
417	Siemens Fonds Invest GmbH	$417K	16,126	+16,126	NEW
418	Wealthcare Advisory Partners LLC	$416K	16,071	+16,071	NEW
419	WORLD EQUITY GROUP, INC.	$409K	15,786	+15,786	NEW
420	Rockport Wealth LLC	$409K	15,785	+15,785	NEW
421	MGO ONE SEVEN LLC	$408K	15,774	+15,774	NEW
422	Summit Financial, LLC	$406K	15,695	+15,695	NEW
423	Laird Norton Wetherby Trust Company, LLC	$400K	15,452	+15,452	NEW
424	Blueshift Asset Management, LLC	$397K	15,338	+15,338	NEW
425	PROFUND ADVISORS LLC	$393K	15,168	+15,168	NEW
426	PING CAPITAL MANAGEMENT, INC.	$388K	15,000	+15,000	NEW
427	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$386K	14,922	+14,922	NEW
428	Signature Equity Partners, LLC	$378K	14,603	+14,603	NEW
429	Alhambra Investment Management LLC	$376K	14,534	+14,534	NEW
430	MAI Capital Management	$373K	14,419	+14,419	NEW
431	Simplicity Wealth,LLC	$371K	14,354	+14,354	NEW
432	PICTON MAHONEY ASSET MANAGEMENT	$367K	14,199	+14,199	NEW
433	Voleon Capital Management LP	$366K	14,155	+14,155	NEW
434	Sound View Wealth Advisors Group, LLC	$363K	14,039	+14,039	NEW
435	Artemis Investment Management LLP	$360K	13,913	+13,913	NEW
436	Legacy Capital Group California, Inc.	$360K	13,899	+13,899	NEW
437	Soltis Investment Advisors LLC	$359K	13,889	+13,889	NEW
438	OneDigital Investment Advisors LLC	$351K	13,556	+13,556	NEW
439	ELEVATION POINT WEALTH PARTNERS, LLC	$350K	13,534	+13,534	NEW
440	Arista Wealth Management, LLC	$350K	13,526	+13,526	NEW
441	Polymer Capital Management (US) LLC	$349K	13,500	+13,500	NEW
442	Oxford Wealth Group, LLC	$345K	13,334	+13,334	NEW
443	Elevated Financial Group LLC	$343K	13,268	+13,268	NEW
444	GREAT VALLEY ADVISOR GROUP, INC.	$340K	13,157	+13,157	NEW
445	PVG ASSET MANAGEMENT CORP	$334K	11,102	—	NO PRIOR
446	BROWN BROTHERS HARRIMAN & CO	$332K	12,836	+5,543	ADD
447	PFG Investments, LLC	$332K	12,824	+12,824	NEW
448	Wealth Management Partners, LLC	$332K	12,815	+12,815	NEW
449	FIDELIS CAPITAL PARTNERS, LLC	$330K	12,768	+12,768	NEW
450	Equitable Holdings, Inc.	$329K	11,073	+11,073	NEW
451	Tactive Advisors, LLC	$325K	12,552	+12,552	NEW
452	Pinnacle Financial Partners, Inc.	$324K	12,520	+12,520	NEW
453	Bryn Mawr Trust Advisors, LLC	$321K	12,410	+12,410	NEW
454	American Financial Advisors, LLC	$321K	12,399	+12,399	NEW
455	Pinnacle Wealth Planning Services, Inc.	$319K	12,320	+12,320	NEW
456	denkapparat Operations GmbH	$318K	12,298	+12,298	NEW
457	Frank, Rimerman Advisors LLC	$313K	12,075	+12,075	NEW
458	Fielder Capital Group LLC	$310K	11,969	+11,969	NEW
459	Integrated Quantitative Investments LLC	$308K	11,914	+11,914	NEW
460	Richard W. Paul & Associates, LLC	$308K	11,896	+11,896	NEW
461	Focus Partners Advisor Solutions, LLC	$307K	11,922	+11,922	NEW
462	Raleigh Capital Management Inc.	$305K	11,779	+11,779	NEW
463	SPIREPOINT PRIVATE CLIENT, LLC	$304K	11,761	+11,761	NEW
464	Arax Advisory Partners	$300K	11,576	+11,576	NEW
465	Trust Asset Management LLC	$299K	11,543	+11,543	NEW
466	Meeder Advisory Services, Inc.	$297K	11,479	+11,479	NEW
467	Taylor Securities Services, Inc.	$296K	11,426	+11,426	NEW
468	Focus Financial Network, Inc.	$295K	11,382	+11,382	NEW
469	IFC & Insurance Marketing, Inc.	$290K	11,213	+11,213	NEW
470	DAVENPORT & Co LLC	$290K	11,211	+11,211	NEW
471	Perennial Investment Advisors, LLC	$286K	11,037	+11,037	NEW
472	Optas, LLC	$286K	11,037	+11,037	NEW
473	AFFINITY INVESTMENT ADVISORS, LLC	$285K	11,022	+11,022	NEW
474	Americana Partners, LLC	$285K	11,003	+11,003	NEW
475	Commonwealth Financial Services, LLC	$285K	11,000	+11,000	NEW
476	Clark Capital Management Group, Inc.	$284K	10,991	+10,991	NEW
477	NWAM LLC	$284K	10,957	+10,957	NEW
478	MATHER GROUP, LLC.	$280K	10,808	+10,808	NEW
479	EXCHANGE TRADED CONCEPTS, LLC	$279K	10,793	+10,793	NEW
480	4WEALTH ADVISORS, INC.	$278K	11,617	+11,617	NEW
481	Rehmann Capital Advisory Group	$278K	10,740	+10,740	NEW
482	WESTPAC BANKING CORP	$276K	10,653	+10,653	NEW
483	FOUNDATIONS INVESTMENT ADVISORS, LLC	$275K	10,642	+10,642	NEW
484	EDMOND DE ROTHSCHILD HOLDING S.A.	$273K	10,550	+10,550	NEW
485	Cornerstone Wealth Group, LLC	$271K	9,916	+9,916	NEW
486	Avidian Wealth Enterprises, LLC	$271K	10,456	+10,456	NEW
487	Holland Advisory Services, Inc.	$270K	10,437	+10,437	NEW
488	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$269K	10,399	+10,399	NEW
489	MITCHELL MCLEOD PUGH & WILLIAMS INC	$267K	10,335	+10,335	NEW
490	INCEPTIONR LLC	$266K	10,270	+10,270	NEW
491	PERSONAL CFO SOLUTIONS, LLC	$265K	10,254	+10,254	NEW
492	Brookstone Capital Management	$264K	10,192	+10,192	NEW
493	Stegent Equity Advisors, Inc.	$262K	10,110	+10,110	NEW
494	Shay Capital LLC	$259K	10,000	+10,000	NEW
495	South Shore Capital Advisors	$259K	10,000	+10,000	NEW
496	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$258K	9,218	+9,218	NEW
497	Savvy Advisors, Inc.	$257K	9,929	+9,929	NEW
498	JOURNEY STRATEGIC WEALTH LLC	$256K	9,908	+9,908	NEW
499	DeepCurrents Investment Group LLC	$255K	9,849	+9,849	NEW
500	LANDAAS & CO /WI /ADV	$253K	9,791	+9,791	NEW

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

Congress ↔ notable managers · CCL

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: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Viking Global Investors, Gotham Asset Management $375M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on CCL
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	NEW	+13,721,348 sh
2026-05-15	Gotham Asset Management 13F	NEW	+777,352 sh

3 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

22 members of Congress disclosed CCL — 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).