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 ↗

THE CIGNA GROUP · COM · quarter ended 2026-03-31 · 19 members disclosed CI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,221 holders are listed, largest first: 1,221
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $55.7B
holders whose share count rose or who opened the position (new + add), by shares: 628
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 138

Holders — quarter ended 2026-03-31

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

13F holders of CI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.0B	22,598,152	−585,855	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.6B	17,122,069	—	NO PRIOR
3	STATE STREET CORP	$3.3B	12,283,141	−56,109	TRIM
4	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$3.1B	11,595,182	−209,901	TRIM
5	DODGE & COX	$3.1B	11,555,787	+417,173	ADD
6	FMR LLC	$2.9B	10,957,272	−476,377	TRIM
7	Sanders Capital, LLC	$2.7B	10,290,382	+2,489,293	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$1.6B	6,200,342	+148,972	ADD
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	6,163,438	—	NO PRIOR
10	GQG Partners LLC	$1.6B	6,002,448	−1,760,847	TRIM
11	MORGAN STANLEY	$916M	3,432,803	+44,943	ADD
12	BANK OF AMERICA CORP /DE/	$849M	3,182,083	+256,677	ADD
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$763M	2,860,289	−98,367	TRIM
14	AMERIPRISE FINANCIAL INC	$742M	2,783,239	+339,597	ADD
15	NORTHERN TRUST CORP	$721M	2,702,601	−48,423	TRIM
16	Grantham, Mayo, Van Otterloo & Co. LLC	$693M	2,598,218	+640,084	ADD
17	AQR CAPITAL MANAGEMENT LLC	$672M	2,587,106	+989,015	ADD
18	Invesco Ltd.	$665M	2,493,374	+71,599	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$656M	2,459,446	+134,273	ADD
20	DIMENSIONAL FUND ADVISORS LP	$647M	2,426,218	+236,340	ADD
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$582M	2,183,306	−8,757	TRIM
22	Legal & General Group Plc	$554M	2,077,170	+40,318	ADD
23	Nuveen, LLC	$493M	1,847,126	−167,037	TRIM
24	Boston Partners	$474M	1,777,664	+139,473	ADD
25	Bank of New York Mellon Corp	$450M	1,688,636	+37,468	ADD
26	Amundi	$413M	1,550,003	+366,753	ADD
27	VANGUARD FIDUCIARY TRUST CO	$396M	1,485,843	—	NO PRIOR
28	Capital Research Global Investors	$352M	1,321,396	−612,249	TRIM
29	DEUTSCHE BANK AG\	$349M	1,307,492	−258,434	TRIM
30	Capital World Investors	$347M	1,301,221	−34,891	TRIM
31	NORDEA INVESTMENT MANAGEMENT AB	$332M	1,274,784	−2,609	TRIM
32	RAYMOND JAMES FINANCIAL INC	$309M	1,157,124	−21,235	TRIM
33	VICTORY CAPITAL MANAGEMENT INC	$297M	1,111,794	−236,919	TRIM
34	BRANDES INVESTMENT PARTNERS, LP	$269M	1,008,869	+64,607	ADD
35	UBS Group AG	$242M	907,827	+59,767	ADD
36	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$241M	903,875	−11,664	TRIM
37	SEI INVESTMENTS CO	$231M	865,893	+394,294	ADD
38	FRANKLIN RESOURCES INC	$212M	793,570	+290,200	ADD
39	National Pension Service	$210M	785,531	+785,531	NEW
40	Swiss National Bank	$209M	783,941	+52,440	ADD
41	Sumitomo Mitsui Trust Group, Inc.	$203M	759,530	−24,769	TRIM
42	BARCLAYS PLC	$202M	758,643	+238,727	ADD
43	Focused Investors LLC	$186M	698,200	−10,800	TRIM
44	BANK OF MONTREAL /CAN/	$185M	695,013	+97,561	ADD
45	HSBC HOLDINGS PLC	$177M	665,347	−1,374,503	TRIM
46	Swedbank AB	$177M	662,994	+266	ADD
47	Allianz Asset Management GmbH	$173M	647,269	+65,726	ADD
48	WELLS FARGO & COMPANY/MN	$172M	643,639	+1,699	ADD
49	TWO SIGMA INVESTMENTS, LP	$171M	641,348	+525,987	ADD
50	Vanguard Global Advisers, LLC	$168M	630,610	—	NO PRIOR
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$161M	603,716	+216,280	ADD
52	Mitsubishi UFJ Asset Management Co., Ltd.	$160M	600,969	+32,286	ADD
53	Walleye Trading LLC	$160M	599,102	+84,366	ADD
54	PZENA INVESTMENT MANAGEMENT LLC	$154M	578,448	+7,615	ADD
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$152M	568,872	−46,513	TRIM
56	ROYAL BANK OF CANADA	$146M	547,646	+656	ADD
57	VANGUARD ASSET MANAGEMENT, Ltd	$142M	531,702	—	NO PRIOR
58	Ensign Peak Advisors, Inc	$141M	527,413	+332	ADD
59	GLENVIEW CAPITAL MANAGEMENT, LLC	$133M	498,841	+219,474	ADD
60	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$133M	497,105	−19,320	TRIM
61	Assenagon Asset Management S.A.	$131M	491,942	+147,738	ADD
62	ENVESTNET ASSET MANAGEMENT INC	$126M	472,619	+112,131	ADD
63	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$118M	441,148	+227,420	ADD
64	CANADA PENSION PLAN INVESTMENT BOARD	$117M	439,046	−22,317	TRIM
65	LAKEWOOD CAPITAL MANAGEMENT, LP	$114M	426,307	+21,000	ADD
66	MENORA MIVTACHIM HOLDINGS LTD.	$105M	393,500	+393,500	NEW
67	CITIGROUP INC	$103M	386,540	−117,293	TRIM
68	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$97.1M	364,162	+364,162	NEW
69	PARNASSUS INVESTMENTS, LLC	$92.3M	346,008	+10,397	ADD
70	ADAGE CAPITAL PARTNERS GP, L.L.C.	$92.2M	345,671	−92,480	TRIM
71	CITADEL ADVISORS LLC	$88.8M	333,018	−86,270	TRIM
72	COOPERMAN LEON G	$86.7M	325,000	0	NO CHANGE
73	PRUDENTIAL FINANCIAL INC	$86.5M	324,266	−74,895	TRIM
74	PRINCIPAL FINANCIAL GROUP INC	$82.8M	310,580	+5,844	ADD
75	Man Group plc	$81.7M	306,301	+69,498	ADD
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$79.8M	298,483	+7,739	ADD
77	Connor, Clark & Lunn Investment Management Ltd.	$79.4M	297,773	+297,773	NEW
78	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$78.2M	293,009	+226,449	ADD
79	ALLIANCEBERNSTEIN L.P.	$78.1M	283,875	+11,377	ADD
80	AVIVA PLC	$64.2M	240,555	+7,010	ADD
81	TD ASSET MANAGEMENT INC	$63.6M	238,495	+40,854	ADD
82	LPL Financial LLC	$63.5M	238,130	−2,319	TRIM
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$61.6M	230,959	−1,852	TRIM
84	Bridgewater Associates, LP	$61.0M	228,493	−115,959	TRIM
85	STATE OF MICHIGAN RETIREMENT SYSTEM	$60.9M	228,141	−1,100	TRIM
86	Aberdeen Group plc	$59.8M	224,331	+5,670	ADD
87	WORLDQUANT MILLENNIUM ADVISORS LLC	$59.4M	222,550	+137,062	ADD
88	RENAISSANCE TECHNOLOGIES LLC	$58.4M	218,939	+172,219	ADD
89	FIRST TRUST ADVISORS LP	$58.1M	217,766	−34,430	TRIM
90	Prana Capital Management, LP	$57.1M	214,012	+98,032	ADD
91	Susquehanna Portfolio Strategies, LLC	$55.4M	207,678	+126,490	ADD
92	Quantinno Capital Management LP	$54.7M	205,037	+47,304	ADD
93	Korea Investment CORP	$53.9M	201,968	−9,800	TRIM
94	NATIONAL BANK OF CANADA /FI/	$52.4M	196,328	−19,300	TRIM
95	AMERICAN CENTURY COMPANIES INC	$52.2M	195,678	−5,398	TRIM
96	Mitsubishi UFJ Trust & Banking Corp	$50.7M	189,931	+30,922	ADD
97	PFA Pension, Forsikringsaktieselskab	$50.7M	189,888	+189,888	NEW
98	SEIZERT CAPITAL PARTNERS, LLC	$49.4M	185,086	−3,496	TRIM
99	STOREBRAND ASSET MANAGEMENT AS	$48.7M	182,543	—	NO PRIOR
100	HOMESTEAD ADVISERS CORP	$48.5M	182,682	−2,200	TRIM
101	Retirement Systems of Alabama	$48.0M	180,085	−877	TRIM
102	Mariner, LLC	$47.7M	178,828	+55,841	ADD
103	Ranmore Fund Management Ltd	$46.7M	175,000	+175,000	NEW
104	BNP Paribas Asset Management Holding S.A.	$46.1M	172,964	+40,122	ADD
105	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$45.4M	170,349	+61,970	ADD
106	AMF Tjanstepension AB	$44.3M	166,085	−9,889	TRIM
107	APG Asset Management N.V.	$43.4M	187,423	+7,366	ADD
108	Qube Research & Technologies Ltd	$43.3M	162,279	+162,279	NEW
109	ZACKS INVESTMENT MANAGEMENT	$41.3M	154,920	+16,955	ADD
110	AustralianSuper Pty Ltd	$41.2M	154,349	+65,348	ADD
111	Corient Private Wealth LLC	$40.8M	153,375	−144,111	TRIM
112	Pictet Asset Management Holding SA	$39.8M	149,075	−38,442	TRIM
113	STATE OF WISCONSIN INVESTMENT BOARD	$38.9M	145,780	+5,416	ADD
114	Robeco Institutional Asset Management B.V.	$38.3M	143,633	+58,968	ADD
115	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$37.1M	147,338	+52,315	ADD
116	BOONE CAPITAL MANAGEMENT LLC	$36.7M	137,522	+41,069	ADD
117	NOMURA ASSET MANAGEMENT CO LTD	$36.3M	136,016	+6,673	ADD
118	Zurcher Kantonalbank (Zurich Cantonalbank)	$36.2M	135,604	+135,604	NEW
119	Vanguard Investments Australia, Ltd.	$35.5M	133,056	—	NO PRIOR
120	CONNING INC.	$35.5M	132,907	+15,324	ADD
121	Cerity Partners LLC	$34.8M	130,638	−104,030	TRIM
122	Chevy Chase Trust Holdings, LLC	$34.8M	130,386	−5,644	TRIM
123	KEYBANK NATIONAL ASSOCIATION/OH	$34.3M	128,487	+52	ADD
124	MILLENNIUM MANAGEMENT LLC	$33.5M	125,574	+28,149	ADD
125	Seven Springs Wealth Group, LLC	$33.1M	124,246	0	NO CHANGE
126	COMMONWEALTH EQUITY SERVICES, LLC	$33.1M	123,923	+2,620	ADD
127	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$33.0M	123,888	0	NO CHANGE
128	NATIXIS	$32.8M	122,856	−14,376	TRIM
129	WILSEY ASSET MANAGEMENT INC	$32.3M	121,044	+10,243	ADD
130	Asset Management One Co., Ltd.	$32.3M	121,006	+4,340	ADD
131	Marex Group Ltd	$32.1M	120,444	−48,082	TRIM
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$32.0M	119,968	+1,241	ADD
133	FIL Ltd	$32.0M	119,813	+10,370	ADD
134	Polar Capital Holdings Plc	$31.0M	116,181	+35,476	ADD
135	ROYAL LONDON ASSET MANAGEMENT LTD	$31.0M	116,156	−102	TRIM
136	CIBC Bancorp USA Inc.	$30.4M	114,058	—	NO PRIOR
137	ASSOCIATED BANC-CORP	$29.8M	111,834	−7,462	TRIM
138	Crossmark Global Holdings, Inc.	$29.8M	111,807	—	NO PRIOR
139	CWM, LLC	$29.7M	111,342	+26,539	ADD
140	AIA Group Ltd	$29.1M	109,157	+14,654	ADD
141	SCHRODER INVESTMENT MANAGEMENT GROUP	$29.0M	112,464	−865	TRIM
142	Distillate Capital Partners LLC	$28.6M	107,066	+366	ADD
143	TEACHER RETIREMENT SYSTEM OF TEXAS	$27.1M	101,611	−134,292	TRIM
144	STIFEL FINANCIAL CORP	$27.0M	101,221	+14,989	ADD
145	Gotham Asset Management, LLC	$26.9M	100,758	+40,496	ADD
146	Empowered Funds, LLC	$26.5M	99,271	+99,271	NEW
147	MOORE CAPITAL MANAGEMENT, LP	$26.5M	99,167	+25,753	ADD
148	Bellevue Group AG	$26.2M	98,263	−11,750	TRIM
149	SIMPLEX TRADING, LLC	$26.2M	98,203	−41,822	TRIM
150	Creative Planning	$25.5M	95,706	+27,129	ADD
151	Allspring Global Investments Holdings, LLC	$25.3M	94,516	−185,718	TRIM
152	TAM Capital Management Inc.	$25.3M	94,684	−28,038	TRIM
153	MARCO INVESTMENT MANAGEMENT LLC	$25.2M	94,500	+1,027	ADD
154	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$25.0M	93,807	+34,700	ADD
155	IMC-Chicago, LLC	$24.7M	92,532	+22,228	ADD
156	Voleon Capital Management LP	$24.5M	91,812	+27,543	ADD
157	State of New Jersey Common Pension Fund D	$24.3M	91,087	−61	TRIM
158	Resona Asset Management Co.,Ltd.	$23.6M	89,074	+2,445	ADD
159	DME Capital Management, LP	$23.6M	88,400	−5,350	TRIM
160	IEQ CAPITAL, LLC	$23.2M	87,120	+50,850	ADD
161	Squarepoint Ops LLC	$23.2M	86,957	−111,582	TRIM
162	VOYA INVESTMENT MANAGEMENT LLC	$22.9M	85,801	+4,955	ADD
163	Daiwa Securities Group Inc.	$22.8M	85,636	−9,239	TRIM
164	Cetera Investment Advisers	$22.3M	83,442	+10,408	ADD
165	SEB Asset Management AB	$22.1M	82,885	—	NO PRIOR
166	JUPITER ASSET MANAGEMENT LTD	$22.0M	82,624	+48,672	ADD
167	US BANCORP \DE\	$21.9M	82,079	−12,477	TRIM
168	LAZARD ASSET MANAGEMENT LLC	$21.8M	81,552	+279	ADD
169	JANE STREET GROUP, LLC	$21.3M	79,851	−113,205	TRIM
170	Eurizon Capital SGR S.p.A.	$21.2M	79,395	−18,668	TRIM
171	TORONTO DOMINION BANK	$20.7M	77,770	−75,426	TRIM
172	BANK OF NOVA SCOTIA	$20.7M	77,495	−263,801	TRIM
173	FIFTH THIRD BANCORP	$20.4M	76,660	+52,078	ADD
174	Tredje AP-fonden	$20.4M	76,301	+76,301	NEW
175	Employees Provident Fund Board	$20.3M	76,000	0	NO CHANGE
176	Walleye Capital LLC	$20.1M	75,260	+37,824	ADD
177	Arizona State Retirement System	$19.5M	73,175	−1,908	TRIM
178	Stack Financial Management, Inc	$19.5M	73,102	+318	ADD
179	PORTLAND INVESTMENT COUNSEL INC.	$19.3M	72,200	0	NO CHANGE
180	Czech National Bank	$19.1M	71,753	+1,316	ADD
181	HighTower Advisors, LLC	$18.8M	70,501	−2,194	TRIM
182	Schonfeld Strategic Advisors LLC	$18.8M	70,466	+50,113	ADD
183	BRUNI J V & CO /CO	$18.6M	69,565	−274	TRIM
184	CIBC Asset Management Inc	$18.4M	68,802	+403	ADD
185	Mirae Asset Global Investments Co., Ltd.	$17.7M	66,491	+9,996	ADD
186	ASSETMARK, INC	$17.5M	65,662	+5,963	ADD
187	MACKENZIE FINANCIAL CORP	$17.4M	65,342	+2,400	ADD
188	MERCER GLOBAL ADVISORS INC /ADV	$17.2M	64,470	+16,597	ADD
189	Calamos Advisors LLC	$17.0M	63,696	+15,825	ADD
190	BloombergSen Inc.	$16.9M	63,456	−2,161	TRIM
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.4M	61,372	−763	TRIM
192	WELLINGTON MANAGEMENT GROUP LLP	$16.1M	60,271	−2,460	TRIM
193	IFM Investors Pty Ltd	$15.8M	59,170	+4,768	ADD
194	TRUIST FINANCIAL CORP	$15.6M	58,477	+2,252	ADD
195	Swiss Life Asset Management Ltd	$15.5M	58,129	+9,967	ADD
196	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.9M	55,717	+15,556	ADD
197	XPONANCE LLC	$14.7M	55,108	+7,303	ADD
198	Foster Victor Wealth Advisors, LLC	$14.2M	52,223	+6,134	ADD
199	Focus Partners Wealth	$14.2M	53,015	+7,914	ADD
200	GUGGENHEIM CAPITAL LLC	$14.1M	52,805	+15,034	ADD
201	W.G. Shaheen & Associates DBA Whitney & Co	$13.9M	52,189	−63	TRIM
202	JACOBS LEVY EQUITY MANAGEMENT, INC	$13.3M	49,979	+49,979	NEW
203	Running Oak Capital LLC	$13.3M	49,892	+10,023	ADD
204	Rockefeller Capital Management L.P.	$13.1M	49,086	+1,587	ADD
205	GLENMEDE TRUST CO NA	$13.0M	48,820	−783	TRIM
206	Varma Mutual Pension Insurance Co	$12.9M	48,542	+6,000	ADD
207	Moran Wealth Management, LLC	$12.9M	48,375	+4,808	ADD
208	Pathstone Holdings, LLC	$12.9M	48,350	+2,227	ADD
209	COLRAIN CAPITAL LLC	$12.8M	47,817	+13,622	ADD
210	OAK ASSOCIATES LTD /OH/	$12.7M	47,770	0	NO CHANGE
211	Candriam S.C.A.	$12.6M	47,149	−33,035	TRIM
212	ProShare Advisors LLC	$12.5M	46,875	−7,372	TRIM
213	Tidal Investments LLC	$12.0M	45,549	+25,718	ADD
214	ExodusPoint Capital Management, LP	$11.9M	44,615	+23,780	ADD
215	Ethic Inc.	$11.6M	43,529	+1,411	ADD
216	OPPENHEIMER ASSET MANAGEMENT INC.	$11.6M	43,324	+300	ADD
217	USS Investment Management Ltd	$11.4M	42,886	+781	ADD
218	Utah Retirement Systems	$11.4M	42,833	−668	TRIM
219	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.3M	42,207	+7,263	ADD
220	Elo Mutual Pension Insurance Co	$11.2M	42,107	+787	ADD
221	COMMERCE BANK	$11.1M	41,521	+1,651	ADD
222	Orion Porfolio Solutions, LLC	$11.0M	41,102	−1,357	TRIM
223	Baird Financial Group, Inc.	$10.8M	40,463	+40,463	NEW
224	FIRST NATIONAL BANK OF OMAHA	$10.8M	41,335	+14,908	ADD
225	Beacon Pointe Advisors, LLC	$10.8M	40,400	+4,286	ADD
226	Vanguard Personalized Indexing Management, LLC	$10.8M	40,354	+3,496	ADD
227	OSAIC HOLDINGS, INC.	$10.6M	39,815	−5,353	TRIM
228	Sanctuary Advisors, LLC	$10.6M	39,820	+2,265	ADD
229	Nepsis Inc.	$10.6M	39,627	−3,259	TRIM
230	GROUP ONE TRADING LLC	$10.6M	39,600	+15,980	ADD
231	M&T BANK CORP	$10.5M	39,470	−1,615	TRIM
232	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.4M	39,154	+386	ADD
233	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.4M	39,010	+404	ADD
234	BLAIR WILLIAM & CO/IL	$10.3M	38,591	−1,406	TRIM
235	NEOS Investment Management LLC	$10.2M	38,178	+2,909	ADD
236	Rakuten Investment Management, Inc.	$10.1M	39,283	+4,152	ADD
237	Aristotle Atlantic Partners, LLC	$10.1M	37,895	−1,459	TRIM
238	TD Waterhouse Canada Inc.	$10.1M	37,649	+36,632	ADD
239	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.8M	36,815	−10,551	TRIM
240	CIBC WORLD MARKET INC.	$9.8M	36,746	−1,574	TRIM
241	MML INVESTORS SERVICES, LLC	$9.8M	36,714	−3,663	TRIM
242	Freestone Capital Holdings, LLC	$9.8M	36,574	+2,278	ADD
243	MACQUARIE GROUP LTD	$9.7M	36,368	−21,473	TRIM
244	Allworth Financial LP	$9.4M	35,132	+2,892	ADD
245	Cambria Investment Management, L.P.	$9.3M	34,740	+2,603	ADD
246	NISSAY ASSET MANAGEMENT CORP /JAPAN	$9.3M	34,737	+501	ADD
247	Vinva Investment Management Ltd	$9.3M	35,859	+1,195	ADD
248	PRUDENTIAL PLC	$9.2M	34,599	+2,565	ADD
249	ASR Vermogensbeheer N.V.	$9.2M	34,506	+605	ADD
250	NewEdge Advisors, LLC	$9.1M	34,277	+34,277	NEW
251	ING GROEP NV	$9.1M	33,979	−743	TRIM
252	Dana Investment Advisors, Inc.	$9.0M	33,724	+657	ADD
253	Callan Family Office, LLC	$8.9M	33,389	+8,561	ADD
254	Federation des caisses Desjardins du Quebec	$8.8M	32,889	+12,835	ADD
255	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.7M	32,459	−762	TRIM
256	Kingsview Wealth Management, LLC	$8.7M	32,444	−1,863	TRIM
257	Investment Management Corp of Ontario	$8.6M	32,127	+3,653	ADD
258	B. Metzler seel. Sohn & Co. AG	$8.5M	31,881	+3,731	ADD
259	Janus Henderson Group Ltd.	$8.5M	31,722	−1,732	TRIM
260	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.4M	31,699	−132	TRIM
261	VAN DEN BERG MANAGEMENT I, INC	$8.3M	31,112	+447	ADD
262	Hi-Line Capital Management, LLC	$8.3M	30,943	+11,493	ADD
263	Osmosis Investment Management UK Ltd	$8.3M	30,932	−29,053	TRIM
264	Steward Partners Investment Advisory, LLC	$8.2M	30,742	+14,120	ADD
265	CALIFORNIA FIRST LEASING CORP	$8.2M	30,710	0	NO CHANGE
266	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.1M	30,207	−400	TRIM
267	NEW ENGLAND ASSET MANAGEMENT INC	$8.0M	29,810	+4,005	ADD
268	Lido Advisors, LLC	$7.8M	29,306	−13,519	TRIM
269	BANQUE PICTET & CIE SA	$7.8M	29,275	+4,059	ADD
270	Turtle Creek Wealth Advisors, LLC	$7.7M	28,700	+10,592	ADD
271	AE Wealth Management LLC	$7.6M	28,655	+22,290	ADD
272	Point72 Asset Management, L.P.	$7.5M	28,303	−84,823	TRIM
273	OP Asset Management Ltd	$7.3M	27,193	—	NO PRIOR
274	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.1M	26,487	+2,084	ADD
275	Vontobel Holding Ltd.	$7.0M	26,402	−797	TRIM
276	BROWN ADVISORY INC	$7.0M	26,277	+1,988	ADD
277	Danica Pension, Livsforsikringsaktieselskab	$7.0M	26,084	+26,084	NEW
278	TrueMark Investments, LLC	$6.9M	25,867	+4,431	ADD
279	Badgley Phelps Wealth Managers, LLC	$6.9M	25,830	+4,237	ADD
280	CREDIT AGRICOLE S A	$6.9M	25,822	−82,980	TRIM
281	MUFG Securities EMEA plc	$6.9M	25,801	−16,154	TRIM
282	Verition Fund Management LLC	$6.9M	25,768	−4,464	TRIM
283	GHP Investment Advisors, Inc.	$6.8M	25,376	−496	TRIM
284	LBP AM SA	$6.7M	25,210	−2,652	TRIM
285	COBALT CAPITAL MANAGEMENT, INC.	$6.7M	25,000	−5,000	TRIM
286	D. E. Shaw & Co., Inc.	$6.6M	24,570	−248,499	TRIM
287	ALLIANZ SE	$6.5M	24,367	−1,673	TRIM
288	Marks Group Wealth Management, Inc	$6.3M	23,535	+9,873	ADD
289	Generali Asset Management SPA SGR	$6.2M	23,169	+6,145	ADD
290	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.1M	22,996	−5,565	TRIM
291	UniSuper Management Pty Ltd	$6.0M	22,609	−80	TRIM
292	ENGLISH CAPITAL MANAGEMENT LLC	$5.9M	22,018	0	NO CHANGE
293	SCS Capital Management LLC	$5.9M	21,960	−13	TRIM
294	RWA WEALTH PARTNERS, LLC	$5.6M	21,104	−613	TRIM
295	Oxbow Advisors, LLC	$5.6M	20,858	+577	ADD
296	Stamos Capital Partners, L.P.	$5.5M	20,785	+1,188	ADD
297	Glenview Trust Co	$5.5M	20,777	+2,990	ADD
298	Rafferty Asset Management, LLC	$5.4M	20,362	−8,397	TRIM
299	Aviance Capital Partners, LLC	$5.3M	19,837	+77	ADD
300	Continuum Advisory, LLC	$5.2M	19,565	+19,565	NEW
301	CI INVESTMENTS INC.	$5.2M	19,444	+222	ADD
302	&PARTNERS	$5.2M	19,476	+2,294	ADD
303	Banque Cantonale Vaudoise	$5.1M	19,251	+1,984	ADD
304	HB Wealth Management, LLC	$5.1M	19,146	+3,880	ADD
305	Avanza Fonder AB	$5.1M	19,137	+95	ADD
306	Hudson Capital Management LLC	$5.1M	19,084	+2,266	ADD
307	Te Ahumairangi Investment Management Ltd	$5.1M	18,993	+1,995	ADD
308	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$5.0M	18,914	+385	ADD
309	D.A. DAVIDSON & CO.	$5.0M	18,842	+851	ADD
310	Wealthfront Advisers LLC	$5.0M	18,800	−28,861	TRIM
311	Illinois Municipal Retirement Fund	$5.0M	18,769	+3,533	ADD
312	PANAGORA ASSET MANAGEMENT INC	$5.0M	18,695	+14,997	ADD
313	Atria Investments, Inc	$4.9M	18,374	+2,439	ADD
314	M&G Plc	$4.8M	18,033	0	NO CHANGE
315	Concurrent Investment Advisors, LLC	$4.7M	17,802	−16	TRIM
316	Northwest & Ethical Investments L.P.	$4.7M	17,725	−108	TRIM
317	Groupe la Francaise	$4.7M	17,613	+1,041	ADD
318	ROMAN BUTLER FULLERTON & CO	$4.7M	16,773	+332	ADD
319	AUXIER ASSET MANAGEMENT LLC	$4.6M	17,421	−2,150	TRIM
320	Composition Wealth, LLC	$4.6M	17,268	+39	ADD
321	FORA Capital, LLC	$4.6M	17,151	−4,003	TRIM
322	PRINCIPAL SECURITIES, INC.	$4.6M	17,057	+3,065	ADD
323	Atom Investors LP	$4.5M	17,008	+1,565	ADD
324	Norinchukin Bank, The	$4.5M	16,866	−173	TRIM
325	Kestra Advisory Services, LLC	$4.5M	16,860	+1,029	ADD
326	QRG CAPITAL MANAGEMENT, INC.	$4.5M	16,792	+2,377	ADD
327	Zurich Insurance Group Ltd/FI	$4.5M	16,700	0	NO CHANGE
328	Aquatic Capital Management LLC	$4.5M	16,685	−38,914	TRIM
329	HOHIMER WEALTH MANAGEMENT, LLC	$4.4M	16,629	+13,699	ADD
330	Caprock Group, LLC	$4.4M	16,414	+2,747	ADD
331	MIZUHO SECURITIES USA LLC	$4.2M	15,928	−3,522	TRIM
332	Pine Valley Investments Ltd Liability Co	$4.2M	15,858	+2,287	ADD
333	MAI Capital Management	$4.2M	15,832	+1,460	ADD
334	Calamos Wealth Management LLC	$4.2M	15,825	+15,825	NEW
335	FIDUCIARY TRUST CO	$4.2M	15,755	+15,755	NEW
336	Sterling Capital Management LLC	$4.2M	15,691	+14,344	ADD
337	Mubadala Investment Co PJSC	$4.1M	15,527	+1,837	ADD
338	Laird Norton Wetherby Trust Company, LLC	$4.1M	15,438	+547	ADD
339	Radnor Capital Management, LLC	$4.1M	15,336	−47	TRIM
340	Bleakley Financial Group, LLC	$4.1M	15,305	+1,735	ADD
341	Aptus Capital Advisors, LLC	$4.0M	15,127	+9,647	ADD
342	Goelzer Investment Management, Inc.	$4.0M	15,089	−63	TRIM
343	Kintegral Advisory, LLC	$4.0M	15,038	−667	TRIM
344	Waverly Advisors, LLC	$4.0M	15,011	+1,265	ADD
345	Private Advisor Group, LLC	$4.0M	14,836	+938	ADD
346	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$3.9M	14,584	+14,584	NEW
347	Cullen Capital Management, LLC	$3.9M	14,497	+585	ADD
348	Empower Advisory Group, LLC	$3.8M	14,429	−690	TRIM
349	Parallax Volatility Advisers, L.P.	$3.8M	13,802	+7,372	ADD
350	INTECH INVESTMENT MANAGEMENT LLC	$3.8M	14,296	−18,029	TRIM
351	RBA Wealth Management, LLC	$3.8M	14,261	+2,269	ADD
352	NLB Skladi, upravljanje premozenja, d.o.o.	$3.7M	13,966	+7,588	ADD
353	Merit Financial Group, LLC	$3.6M	13,657	+6,349	ADD
354	Maryland State Retirement & Pension System	$3.6M	13,336	0	NO CHANGE
355	Douglass Winthrop Advisors, LLC	$3.6M	13,333	−7	TRIM
356	Neo Ivy Capital Management	$3.6M	13,328	−3,614	TRIM
357	Empirical Finance, LLC	$3.5M	13,165	−26	TRIM
358	PARUS FINANCE (UK) Ltd	$3.5M	13,143	+3,903	ADD
359	AGF MANAGEMENT LTD	$3.5M	13,091	+1,993	ADD
360	OMERS ADMINISTRATION Corp	$3.5M	13,052	+2,628	ADD
361	Envestnet Portfolio Solutions, Inc.	$3.5M	13,030	+798	ADD
362	GREAT VALLEY ADVISOR GROUP, INC.	$3.4M	12,798	−126	TRIM
363	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.4M	12,790	+12,790	NEW
364	Unison Advisors LLC	$3.4M	12,641	+68	ADD
365	ODDO BHF ASSET MANAGEMENT SAS	$3.4M	12,625	+510	ADD
366	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$3.3M	12,474	0	NO CHANGE
367	Factorial Partners, LLC	$3.3M	12,400	+100	ADD
368	ABN AMRO INVESTMENT SOLUTIONS	$3.3M	12,279	+492	ADD
369	EXCHANGE TRADED CONCEPTS, LLC	$3.3M	12,249	+3,710	ADD
370	Vident Advisory, LLC	$3.3M	12,239	−3,971	TRIM
371	Y-Intercept (Hong Kong) Ltd	$3.3M	12,206	+12,206	NEW
372	Siemens Fonds Invest GmbH	$3.2M	12,177	+732	ADD
373	Waterfront Wealth Inc.	$3.2M	12,172	+396	ADD
374	Quinn Opportunity Partners LLC	$3.2M	12,000	0	NO CHANGE
375	MONETA GROUP INVESTMENT ADVISORS LLC	$3.2M	11,882	−282	TRIM
376	Machina Capital S.A.S.	$3.2M	11,876	+5,331	ADD
377	Graham Capital Management, L.P.	$3.1M	11,799	+11,799	NEW
378	KMG FIDUCIARY PARTNERS, LLC	$3.1M	11,745	+317	ADD
379	Wallace Advisory Group, LLC	$3.1M	11,696	−14	TRIM
380	Savant Capital, LLC	$3.1M	11,621	+1,802	ADD
381	Patriot Financial Group Insurance Agency, LLC	$3.1M	11,572	+5,446	ADD
382	AG2R LA MONDIALE GESTION D'ACTIFS	$3.0M	11,303	+150	ADD
383	Wilmington Savings Fund Society, FSB	$2.9M	11,024	+55	ADD
384	OCCUDO QUANTITATIVE STRATEGIES LP	$2.9M	10,116	+5,820	ADD
385	Livforsakringsbolaget Skandia, Omsesidigt	$2.9M	11,017	+800	ADD
386	CMH Wealth Management LLC	$2.9M	10,981	+10,981	NEW
387	Perigon Wealth Management, LLC	$2.9M	10,807	+106	ADD
388	OPPENHEIMER & CO INC	$2.8M	10,639	+31	ADD
389	Sequoia Financial Advisors, LLC	$2.8M	10,529	−14,063	TRIM
390	SteelPeak Wealth, LLC	$2.8M	10,466	+4,398	ADD
391	Woodline Partners LP	$2.8M	10,421	+5,537	ADD
392	Linscomb Wealth, Inc.	$2.8M	10,378	−1,921	TRIM
393	Key FInancial Inc	$2.8M	10,359	−7	TRIM
394	EP Wealth Advisors, LLC	$2.8M	10,352	−993	TRIM
395	CHOREO, LLC	$2.8M	10,324	+60	ADD
396	Apollon Wealth Management, LLC	$2.7M	10,245	+95	ADD
397	apricus wealth, LLC	$2.7M	10,195	+690	ADD
398	Convergence Investment Partners, LLC	$2.7M	10,193	+3,095	ADD
399	Mystic Asset Management, Inc.	$2.7M	10,187	−4	TRIM
400	CENTRAL TRUST Co	$2.7M	10,126	−106	TRIM
401	Summit Financial, LLC	$2.7M	10,070	+7,236	ADD
402	American Assets Investment Management, LLC	$2.7M	10,040	0	NO CHANGE
403	NorthCrest Asset Manangement, LLC	$2.7M	9,905	−1,232	TRIM
404	Essex Financial Services, Inc.	$2.6M	9,775	+183	ADD
405	FIRST CITIZENS BANK & TRUST CO	$2.6M	9,661	+488	ADD
406	Metis Global Partners, LLC	$2.6M	9,650	−1,041	TRIM
407	OneDigital Investment Advisors LLC	$2.6M	9,625	−15	TRIM
408	BUILDER INVESTMENT GROUP INC /ADV	$2.5M	9,528	−3	TRIM
409	EFG International AG	$2.5M	9,443	−2,587	TRIM
410	Quantbot Technologies LP	$2.5M	9,435	−23,325	TRIM
411	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$2.5M	9,411	−2,594	TRIM
412	AIMZ Investment Advisors, LLC	$2.5M	9,274	−111	TRIM
413	Acumen Wealth Advisors, LLC	$2.5M	9,266	−890	TRIM
414	Bank Pictet & Cie (Europe) AG	$2.4M	9,136	−1,679	TRIM
415	Moors & Cabot, Inc.	$2.4M	9,124	−89	TRIM
416	PKO Investment Management Joint-Stock Co	$2.4M	9,100	−2,200	TRIM
417	Vise Technologies, Inc.	$2.4M	8,774	0	NO CHANGE
418	Advisors Asset Management, Inc.	$2.4M	9,050	+663	ADD
419	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.4M	8,887	0	NO CHANGE
420	JB Capital LLC	$2.4M	8,819	−475	TRIM
421	Providence Capital Advisors, LLC	$2.3M	8,753	0	NO CHANGE
422	WELCH & FORBES LLC	$2.3M	8,656	−18	TRIM
423	Summit Trail Advisors, LLC	$2.3M	8,632	+825	ADD
424	Oak Thistle LLC	$2.3M	8,625	+8,625	NEW
425	Chesley Taft & Associates LLC	$2.3M	8,604	−105	TRIM
426	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.2M	8,430	−104	TRIM
427	EagleClaw Capital Managment, LLC	$2.2M	8,429	−5,772	TRIM
428	Dai-ichi Life Insurance Company, Ltd	$2.2M	8,333	−403	TRIM
429	Integrated Advisors Network LLC	$2.2M	8,197	−12	TRIM
430	Engineers Gate Manager LP	$2.2M	8,190	−3,231	TRIM
431	GATEWAY INVESTMENT ADVISERS LLC	$2.2M	8,152	−12,676	TRIM
432	Alexander Randolph Advisory, Inc.	$2.2M	8,088	+488	ADD
433	Rhenman & Partners Asset Management AB	$2.1M	8,000	−30,650	TRIM
434	Arax Advisory Partners	$2.1M	7,966	+4,252	ADD
435	Focus Partners Advisor Solutions, LLC	$2.1M	7,956	+3,975	ADD
436	Wedmont Private Capital	$2.1M	7,509	+95	ADD
437	TWIN CAPITAL MANAGEMENT INC	$2.1M	7,717	+498	ADD
438	CAXTON ASSOCIATES LLP	$2.1M	7,689	+7,689	NEW
439	GRIFFIN ASSET MANAGEMENT, INC.	$2.1M	7,686	+130	ADD
440	Chicago Partners Investment Group LLC	$2.0M	7,453	+2,831	ADD
441	North Dakota State Investment Board	$2.0M	7,632	−1,400	TRIM
442	SIGNET FINANCIAL MANAGEMENT, LLC	$2.0M	7,474	+242	ADD
443	Pinnacle Financial Partners, Inc.	$1.9M	7,288	−165	TRIM
444	Sowell Financial Services LLC	$1.9M	7,288	+1,318	ADD
445	Estate Counselors, LLC	$1.9M	7,288	−6,390	TRIM
446	Choate Investment Advisors	$1.9M	7,233	+203	ADD
447	SECURIAN ASSET MANAGEMENT, INC	$1.9M	7,147	−116	TRIM
448	Sivia Capital Partners, LLC	$1.9M	7,145	+5,157	ADD
449	COLDSTREAM CAPITAL MANAGEMENT INC	$1.9M	7,120	+1,270	ADD
450	MASTERINVEST Kapitalanlage GmbH	$1.9M	7,049	+11	ADD
451	Gibbs Wealth Management	$1.9M	6,965	+4,030	ADD
452	3Chopt Investment Partners, LLC	$1.8M	6,934	−358	TRIM
453	Clearstead Advisors, LLC	$1.8M	6,826	−2,225	TRIM
454	AXQ CAPITAL, LP	$1.8M	6,803	+6,803	NEW
455	Hudson Canyon Capital Management	$1.8M	6,754	+89	ADD
456	U.S. Capital Wealth Advisors, LLC	$1.8M	6,710	+88	ADD
457	Weaver C. Barksdale & Associates, Inc.	$1.8M	6,694	+419	ADD
458	Family Legacy, Inc.	$1.8M	6,677	+59	ADD
459	REGIONS FINANCIAL CORP	$1.8M	6,579	+280	ADD
460	EXENCIAL WEALTH ADVISORS, LLC	$1.7M	6,559	+286	ADD
461	Mork Capital Management, LLC	$1.7M	6,500	0	NO CHANGE
462	DAVENPORT & Co LLC	$1.7M	6,492	+253	ADD
463	EDMP, INC.	$1.7M	6,426	+680	ADD
464	MEEDER ASSET MANAGEMENT INC	$1.7M	6,411	+777	ADD
465	AlphaCore Capital LLC	$1.7M	6,371	−164	TRIM
466	Center for Wealth Management Advisory	$1.7M	6,364	—	NO PRIOR
467	CIDEL ASSET MANAGEMENT INC	$1.7M	6,345	+1,276	ADD
468	CAPITAL CITY TRUST CO/FL	$1.7M	6,339	−278	TRIM
469	COOKSON PEIRCE & CO INC	$1.7M	6,328	+681	ADD
470	Meiji Yasuda Asset Management Co Ltd.	$1.7M	6,307	−137	TRIM
471	Lynch Asset Management, Inc.	$1.7M	6,300	−3,500	TRIM
472	Principle Wealth Partners LLC	$1.7M	6,284	+12	ADD
473	Silvant Capital Management LLC	$1.6M	6,105	−51	TRIM
474	KENNEDY CAPITAL MANAGEMENT LLC	$1.6M	6,073	−251	TRIM
475	BAILARD, INC.	$1.6M	6,048	+213	ADD
476	ROMANO BROTHERS AND COMPANY	$1.6M	6,033	−19	TRIM
477	FLAGSHIP HARBOR ADVISORS, LLC	$1.6M	6,023	+6,023	NEW
478	Stratos Wealth Partners, LTD.	$1.6M	6,007	−23	TRIM
479	Andra AP-fonden	$1.6M	5,901	−51,399	TRIM
480	Connecticut Wealth Management, LLC	$1.6M	5,891	−567	TRIM
481	BDF-GESTION	$1.6M	5,863	0	NO CHANGE
482	Castle Rock Wealth Management, LLC	$1.6M	5,783	+322	ADD
483	MBM WEALTH CONSULTANTS, LLC	$1.5M	5,750	+412	ADD
484	Navalign, LLC	$1.5M	5,740	+719	ADD
485	NewEdge Wealth, LLC	$1.5M	5,667	−2,148	TRIM
486	Rehmann Capital Advisory Group	$1.5M	5,641	+1,706	ADD
487	Edgemoor Investment Advisors, Inc.	$1.5M	5,633	−50	TRIM
488	WRIGHT INVESTORS SERVICE INC	$1.5M	5,627	−134	TRIM
489	World Investment Advisors	$1.5M	5,618	−80	TRIM
490	StoneX Group Inc.	$1.5M	5,558	−48	TRIM
491	Meeder Advisory Services, Inc.	$1.5M	5,530	+661	ADD
492	PRELUDE CAPITAL MANAGEMENT, LLC	$1.5M	5,495	+716	ADD
493	Krilogy Financial LLC	$1.5M	5,294	+1,789	ADD
494	DANSKE BANK A/S	$1.5M	5,459	−471	TRIM
495	Cresset Asset Management, LLC	$1.4M	5,435	+740	ADD
496	BURNEY CO/	$1.4M	5,434	−544	TRIM
497	Portside Wealth Group, LLC	$1.4M	5,399	+293	ADD
498	Aware Super Pty Ltd as trustee of Aware Super	$1.4M	5,380	—	NO PRIOR
499	HANCOCK WHITNEY CORP	$1.4M	4,967	+724	ADD
500	Avidian Wealth Enterprises, LLC	$1.4M	5,363	+2,538	ADD

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

Congress ↔ notable managers · CI

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Glenview Capital, Gotham Asset Management, Moore Capital Management, Caxton Associates $188M held
Trimming: 1 Bridgewater Associates $61.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · THE CIGNA GROUP

Merged timeline of congressional filings and notable-manager moves on CI
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Glenview Capital 13F	ADD	+219,474 sh
2026-05-15	Gotham Asset Management 13F	ADD	+40,496 sh
2026-05-15	Moore Capital Management 13F	ADD	+25,753 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−115,959 sh
2026-05-14	Caxton Associates 13F	NEW	+7,689 sh

8 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

19 members of Congress disclosed CI — 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).