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 ↗

COLGATE PALMOLIVE CO · COM · quarter ended 2026-03-31 · 29 members disclosed CL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,574 holders are listed, largest first: 1,574
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $49.7B
holders whose share count rose or who opened the position (new + add), by shares: 721
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 139

Holders — quarter ended 2026-03-31

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

13F holders of CL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.2B	72,643,002	+2,171,094	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.5B	52,219,824	—	NO PRIOR
3	STATE STREET CORP	$4.1B	47,719,482	−755,303	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	23,822,746	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$2.0B	22,900,290	+796,389	ADD
6	MORGAN STANLEY	$1.8B	20,881,354	+1,635,137	ADD
7	Bank of New York Mellon Corp	$1.1B	12,521,545	+7,927,238	ADD
8	DEUTSCHE BANK AG\	$1.0B	11,928,161	+1,082,304	ADD
9	FMR LLC	$768M	9,008,985	+887,434	ADD
10	NORTHERN TRUST CORP	$740M	8,680,763	−15,770	TRIM
11	Invesco Ltd.	$711M	8,338,993	−259,028	TRIM
12	First Eagle Investment Management, LLC	$692M	8,116,782	+197,803	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$582M	6,828,964	+811,750	ADD
14	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$574M	6,730,570	0	NO CHANGE
15	BANK OF AMERICA CORP /DE/	$566M	6,637,597	+986,063	ADD
16	FRANKLIN RESOURCES INC	$501M	5,879,731	−164,437	TRIM
17	Legal & General Group Plc	$487M	5,716,974	−29,923	TRIM
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$476M	5,584,998	+124,369	ADD
19	DIAMOND HILL CAPITAL MANAGEMENT INC	$461M	5,406,578	−1,826,796	TRIM
20	WELLINGTON MANAGEMENT GROUP LLP	$457M	5,357,752	−2,184,860	TRIM
21	AMERIPRISE FINANCIAL INC	$443M	5,200,321	+2,153,148	ADD
22	DIMENSIONAL FUND ADVISORS LP	$442M	5,190,038	+225,815	ADD
23	Amundi	$442M	5,184,339	−1,072,017	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$436M	5,121,302	+172,372	ADD
25	STIFEL FINANCIAL CORP	$423M	4,966,975	−41,859	TRIM
26	ROYAL BANK OF CANADA	$421M	4,940,013	+208,806	ADD
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$420M	4,708,266	+254,221	ADD
28	UBS Group AG	$393M	4,614,605	+63,913	ADD
29	VANGUARD FIDUCIARY TRUST CO	$391M	4,585,294	—	NO PRIOR
30	WELLS FARGO & COMPANY/MN	$352M	4,125,666	+158,255	ADD
31	Swedbank AB	$338M	3,963,276	−217,139	TRIM
32	TD ASSET MANAGEMENT INC	$305M	3,574,124	+397,473	ADD
33	MACKENZIE FINANCIAL CORP	$301M	3,535,021	−116,632	TRIM
34	ALLIANCEBERNSTEIN L.P.	$295M	3,737,410	+1,083,595	ADD
35	CITADEL ADVISORS LLC	$271M	3,183,995	−4,040,509	TRIM
36	FIRST TRUST ADVISORS LP	$248M	2,904,290	−92,108	TRIM
37	Robeco Institutional Asset Management B.V.	$234M	2,749,304	+1,236,506	ADD
38	Sarasin & Partners LLP	$213M	2,497,088	−1,850,680	TRIM
39	AVIVA PLC	$208M	2,443,822	+244,758	ADD
40	Qube Research & Technologies Ltd	$206M	2,421,293	+2,097,037	ADD
41	National Pension Service	$198M	2,325,706	+2,325,706	NEW
42	AMERICAN CENTURY COMPANIES INC	$197M	2,315,341	+1,376,692	ADD
43	RENAISSANCE TECHNOLOGIES LLC	$194M	2,273,833	−495,600	TRIM
44	Swiss National Bank	$192M	2,247,400	+143,400	ADD
45	Alyeska Investment Group, L.P.	$189M	2,217,425	+543,623	ADD
46	USS Investment Management Ltd	$188M	2,200,744	+54,122	ADD
47	VICTORY CAPITAL MANAGEMENT INC	$186M	2,179,162	−111,432	TRIM
48	Nuveen, LLC	$181M	2,122,546	−180,725	TRIM
49	BARCLAYS PLC	$180M	2,113,254	−581,983	TRIM
50	ProShare Advisors LLC	$178M	2,084,083	−64,059	TRIM
51	LAZARD ASSET MANAGEMENT LLC	$172M	2,018,463	+250,620	ADD
52	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$164M	1,927,630	+1,895,765	ADD
53	Mitsubishi UFJ Asset Management Co., Ltd.	$164M	1,923,848	+135,944	ADD
54	HSBC HOLDINGS PLC	$163M	1,914,087	−1,586,903	TRIM
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$162M	1,898,485	−1,211,449	TRIM
56	WORLDQUANT MILLENNIUM ADVISORS LLC	$156M	1,824,576	+1,217,261	ADD
57	Sumitomo Mitsui Trust Group, Inc.	$155M	1,814,793	−63,595	TRIM
58	Vanguard Global Advisers, LLC	$151M	1,767,879	—	NO PRIOR
59	AQR CAPITAL MANAGEMENT LLC	$151M	1,778,885	+786,002	ADD
60	VANGUARD ASSET MANAGEMENT, Ltd	$137M	1,603,022	—	NO PRIOR
61	GUARDCAP ASSET MANAGEMENT Ltd	$135M	1,589,800	−1,390,011	TRIM
62	PineStone Asset Management Inc.	$132M	1,550,689	−39,600	TRIM
63	AustralianSuper Pty Ltd	$127M	1,494,272	+403,384	ADD
64	Quantinno Capital Management LP	$124M	1,449,131	+182,970	ADD
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$121M	1,424,751	+979,829	ADD
66	SCHRODER INVESTMENT MANAGEMENT GROUP	$120M	1,407,406	+381,932	ADD
67	RAYMOND JAMES FINANCIAL INC	$115M	1,350,706	+88,629	ADD
68	BNP Paribas Asset Management Holding S.A.	$110M	1,293,540	−118,061	TRIM
69	CONFLUENCE INVESTMENT MANAGEMENT LLC	$107M	1,250,090	−36,554	TRIM
70	SEI INVESTMENTS CO	$106M	1,241,878	+352,476	ADD
71	KING LUTHER CAPITAL MANAGEMENT CORP	$105M	1,233,915	−26,764	TRIM
72	CITIGROUP INC	$105M	1,227,068	+414,652	ADD
73	Vinva Investment Management Ltd	$102M	1,176,008	+1,037,795	ADD
74	UniSuper Management Pty Ltd	$98.2M	1,152,567	+144,462	ADD
75	CIBC Bancorp USA Inc.	$98.0M	1,150,377	—	NO PRIOR
76	NORDEA INVESTMENT MANAGEMENT AB	$97.9M	1,171,760	−3,495,538	TRIM
77	CANADA PENSION PLAN INVESTMENT BOARD	$97.3M	1,141,934	−85,124	TRIM
78	ENVESTNET ASSET MANAGEMENT INC	$96.4M	1,131,477	+516,578	ADD
79	SEB Asset Management AB	$91.1M	1,069,453	—	NO PRIOR
80	BANK OF MONTREAL /CAN/	$88.1M	1,033,995	−101,601	TRIM
81	Fiera Capital Corp	$88.1M	1,033,739	+4,017	ADD
82	Mitsubishi UFJ Trust & Banking Corp	$86.7M	1,017,813	+174,006	ADD
83	PRINCIPAL FINANCIAL GROUP INC	$86.0M	1,009,014	+32,721	ADD
84	NOMURA ASSET MANAGEMENT CO LTD	$84.3M	989,271	−17,350	TRIM
85	CREDIT AGRICOLE S A	$81.4M	954,694	−51,280	TRIM
86	NEW YORK STATE COMMON RETIREMENT FUND	$77.4M	908,307	−5,600	TRIM
87	Man Group plc	$77.3M	906,951	+61,823	ADD
88	DnB Asset Management AS	$76.2M	893,822	−24,860	TRIM
89	APG Asset Management N.V.	$76.1M	1,028,399	−68,351	TRIM
90	PRUDENTIAL FINANCIAL INC	$74.9M	878,679	+75,117	ADD
91	Ensign Peak Advisors, Inc	$73.4M	861,712	+296,697	ADD
92	HighTower Advisors, LLC	$73.1M	857,336	+40,604	ADD
93	Allianz Asset Management GmbH	$72.9M	855,611	+295,593	ADD
94	AMF Tjanstepension AB	$72.5M	850,709	−717,332	TRIM
95	Cartenna Capital, LP	$72.4M	850,000	+850,000	NEW
96	JANE STREET GROUP, LLC	$72.1M	846,095	+832,674	ADD
97	Universal- Beteiligungs- und Servicegesellschaft mbH	$70.6M	827,192	+71,774	ADD
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$69.3M	813,523	−2,904	TRIM
99	DANSKE BANK A/S	$69.0M	809,978	−43,535	TRIM
100	YACKTMAN ASSET MANAGEMENT LP	$67.3M	789,400	+2,100	ADD
101	EVERETT HARRIS & CO /CA/	$66.5M	779,877	−1,264	TRIM
102	LPL Financial LLC	$66.4M	778,648	+51,137	ADD
103	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$65.1M	763,624	+291,836	ADD
104	MILLENNIUM MANAGEMENT LLC	$63.2M	741,120	−421,221	TRIM
105	Assenagon Asset Management S.A.	$60.6M	711,179	+71,967	ADD
106	BLI - Banque de Luxembourg Investments	$59.8M	764,344	+764,344	NEW
107	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$59.5M	698,496	0	NO CHANGE
108	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$57.8M	678,000	−302,627	TRIM
109	KLP KAPITALFORVALTNING AS	$57.2M	671,323	+41,800	ADD
110	J. Safra Sarasin Holding AG	$56.6M	664,489	−10,855	TRIM
111	Retirement Systems of Alabama	$54.8M	643,437	−305	TRIM
112	JOHNSON INVESTMENT COUNSEL INC	$54.8M	642,952	+61,899	ADD
113	Vest Financial, LLC	$53.8M	631,299	−4,607	TRIM
114	Woodline Partners LP	$52.9M	620,428	−275,082	TRIM
115	DJE Kapital AG	$52.3M	616,276	+549,405	ADD
116	STOREBRAND ASSET MANAGEMENT AS	$52.3M	613,881	—	NO PRIOR
117	Aberdeen Group plc	$52.2M	612,378	+32,909	ADD
118	Eurizon Capital SGR S.p.A.	$52.2M	612,175	+392,439	ADD
119	EDGEWOOD MANAGEMENT LLC	$51.6M	605,104	−882	TRIM
120	GLENMEDE TRUST CO NA	$50.7M	595,265	−46,946	TRIM
121	FLOSSBACH VON STORCH SE	$50.7M	594,920	+176,331	ADD
122	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$47.8M	561,024	+215,300	ADD
123	Cerity Partners LLC	$47.8M	560,825	−42,729	TRIM
124	Clearbridge Investments, LLC	$47.7M	559,401	+174,377	ADD
125	Destination Wealth Management	$47.2M	553,406	+18,124	ADD
126	TOCQUEVILLE ASSET MANAGEMENT L.P.	$46.0M	539,188	−11,725	TRIM
127	TEACHER RETIREMENT SYSTEM OF TEXAS	$43.5M	510,841	+41,217	ADD
128	NATIONAL BANK OF CANADA /FI/	$43.1M	505,175	−54,057	TRIM
129	Aware Super Pty Ltd as trustee of Aware Super	$42.9M	503,412	—	NO PRIOR
130	AMI ASSET MANAGEMENT CORP	$42.5M	498,079	+75,262	ADD
131	VOYA INVESTMENT MANAGEMENT LLC	$42.0M	492,215	−23,750	TRIM
132	E. Ohman J:or Asset Management AB	$41.9M	491,735	+26,206	ADD
133	ROYAL LONDON ASSET MANAGEMENT LTD	$41.8M	490,227	0	NO CHANGE
134	Corient Private Wealth LLC	$41.8M	495,792	−829,246	TRIM
135	Korea Investment CORP	$41.1M	481,910	−280,463	TRIM
136	D. E. Shaw & Co., Inc.	$40.9M	479,350	−445,716	TRIM
137	FIFTH THIRD BANCORP	$40.5M	474,692	+391,702	ADD
138	LGT CAPITAL PARTNERS LTD.	$40.3M	472,976	−131,386	TRIM
139	EXCHANGE TRADED CONCEPTS, LLC	$40.3M	472,650	+333,516	ADD
140	Pictet Asset Management Holding SA	$38.7M	453,860	−5,586	TRIM
141	SATURNA CAPITAL CORP	$38.4M	450,252	+450,252	NEW
142	Mediolanum International Funds Ltd	$37.8M	441,064	+77,822	ADD
143	STATE OF WISCONSIN INVESTMENT BOARD	$36.8M	431,632	+2,239	ADD
144	TD Waterhouse Canada Inc.	$36.4M	427,215	+335,821	ADD
145	Danica Pension, Livsforsikringsaktieselskab	$34.8M	408,515	−17,212	TRIM
146	Chevy Chase Trust Holdings, LLC	$34.7M	407,659	−11,510	TRIM
147	Asset Management One Co., Ltd.	$33.8M	396,299	+7,983	ADD
148	KEYBANK NATIONAL ASSOCIATION/OH	$33.6M	394,491	+331	ADD
149	Creative Planning	$33.1M	388,818	+50,743	ADD
150	Cetera Investment Advisers	$33.0M	387,355	+82,255	ADD
151	CIBC Asset Management Inc	$32.9M	386,704	+6,254	ADD
152	CONNING INC.	$32.8M	384,661	−42,092	TRIM
153	Vanguard Investments Australia, Ltd.	$32.7M	383,448	—	NO PRIOR
154	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$32.3M	378,701	−138,775	TRIM
155	BROWN ADVISORY INC	$32.1M	376,547	−56,097	TRIM
156	1832 Asset Management L.P.	$31.2M	366,133	−39,778	TRIM
157	EP Wealth Advisors, LLC	$30.6M	358,491	+47,022	ADD
158	Northwest & Ethical Investments L.P.	$29.9M	351,332	+103,726	ADD
159	AVITY INVESTMENT MANAGEMENT INC.	$29.6M	346,737	+69,615	ADD
160	Resona Asset Management Co.,Ltd.	$29.3M	343,272	−3,410	TRIM
161	PANAGORA ASSET MANAGEMENT INC	$29.1M	341,668	+4,837	ADD
162	ING GROEP NV	$27.9M	327,931	+327,931	NEW
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$27.8M	326,440	+609	ADD
164	US BANCORP \DE\	$27.4M	321,533	−1,073	TRIM
165	CIDEL ASSET MANAGEMENT INC	$27.4M	320,907	+19,720	ADD
166	Cannell & Spears LLC	$27.2M	319,053	+2,315	ADD
167	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.1M	306,414	+127,523	ADD
168	Calamos Advisors LLC	$25.9M	303,845	+14,037	ADD
169	Trexquant Investment LP	$25.6M	300,783	−26,892	TRIM
170	Arbejdsmarkedets Tillaegspension	$25.5M	299,735	−2,408	TRIM
171	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$25.0M	293,088	+59,282	ADD
172	INTECH INVESTMENT MANAGEMENT LLC	$23.7M	278,568	−113,364	TRIM
173	M&T BANK CORP	$22.7M	266,101	−7,136	TRIM
174	Illinois Municipal Retirement Fund	$22.7M	265,983	−46,835	TRIM
175	TORONTO DOMINION BANK	$22.5M	264,160	−435,555	TRIM
176	Wealthfront Advisers LLC	$22.4M	263,378	+22,156	ADD
177	State of New Jersey Common Pension Fund D	$22.3M	261,865	+6,316	ADD
178	Zurcher Kantonalbank (Zurich Cantonalbank)	$22.1M	259,152	+259,152	NEW
179	COERENTE CAPITAL MANAGEMENT	$22.1M	258,810	+1,796	ADD
180	Lansforsakringar Fondforvaltning AB (publ)	$21.8M	255,310	−1,913	TRIM
181	Focus Partners Wealth	$21.5M	252,733	+9,997	ADD
182	Vontobel Holding Ltd.	$21.4M	251,578	−7,132	TRIM
183	Boston Common Asset Management, LLC	$21.3M	250,152	−36,607	TRIM
184	Employees Provident Fund Board	$21.3M	250,000	−17,100	TRIM
185	Madison Asset Management, LLC	$21.2M	249,020	+178,583	ADD
186	Mariner, LLC	$20.5M	240,888	+77,558	ADD
187	Rempart Asset Management Inc.	$20.3M	237,813	−26,605	TRIM
188	Carmignac Gestion	$20.2M	236,202	−917,189	TRIM
189	BRAUN STACEY ASSOCIATES INC	$20.1M	235,865	+12,075	ADD
190	Tredje AP-fonden	$19.5M	228,958	+228,958	NEW
191	Federation des caisses Desjardins du Quebec	$19.5M	228,361	+88,647	ADD
192	VILLERE ST DENIS J & CO LLC	$19.4M	227,880	−9,275	TRIM
193	XPONANCE LLC	$19.3M	226,515	+66,247	ADD
194	Mirae Asset Global Investments Co., Ltd.	$19.2M	225,581	+4,138	ADD
195	COMMONWEALTH EQUITY SERVICES, LLC	$19.2M	224,903	+5,225	ADD
196	Czech National Bank	$18.7M	219,528	+6,980	ADD
197	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$18.6M	221,810	−79,740	TRIM
198	BLAIR WILLIAM & CO/IL	$18.3M	215,089	−862	TRIM
199	B. Metzler seel. Sohn & Co. AG	$18.3M	214,887	+1,636	ADD
200	MARTINGALE ASSET MANAGEMENT L P	$18.1M	212,681	+888	ADD
201	Varma Mutual Pension Insurance Co	$18.1M	211,917	0	NO CHANGE
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$17.9M	210,529	−500	TRIM
203	Arizona State Retirement System	$17.9M	209,848	−6,675	TRIM
204	MetLife Investment Management, LLC	$17.5M	205,505	−6,062	TRIM
205	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$16.9M	198,597	+8,481	ADD
206	FLPUTNAM INVESTMENT MANAGEMENT CO	$16.8M	196,823	−4,149	TRIM
207	TRUIST FINANCIAL CORP	$16.5M	194,071	−3,845	TRIM
208	Dai-ichi Life Insurance Company, Ltd	$16.4M	192,622	−11,566	TRIM
209	LBP AM SA	$16.4M	192,316	−69,786	TRIM
210	Sumitomo Mitsui DS Asset Management Company, Ltd	$16.3M	190,665	+942	ADD
211	Saratoga Research & Investment Management	$16.2M	190,095	+3,532	ADD
212	Gotham Asset Management, LLC	$16.2M	189,757	+45,070	ADD
213	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.0M	187,767	+272	ADD
214	MERCER GLOBAL ADVISORS INC /ADV	$15.9M	186,192	+13,122	ADD
215	Maple Capital Management, Inc.	$15.4M	180,417	+2,291	ADD
216	Swiss Life Asset Management Ltd	$15.4M	180,344	+14,393	ADD
217	Railway Pension Investments Ltd	$15.2M	178,909	0	NO CHANGE
218	Epoch Investment Partners, Inc.	$15.2M	178,213	+4,204	ADD
219	ROCKLAND TRUST CO	$15.1M	176,934	−2,854	TRIM
220	YOUSIF CAPITAL MANAGEMENT, LLC	$15.0M	176,204	−3,421	TRIM
221	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$14.6M	171,064	+171,064	NEW
222	NISA INVESTMENT ADVISORS, LLC	$14.5M	170,625	−30,359	TRIM
223	Waverly Advisors, LLC	$14.5M	170,143	−1,086	TRIM
224	Beacon Pointe Advisors, LLC	$14.3M	167,291	+74,473	ADD
225	Rockefeller Capital Management L.P.	$14.2M	166,794	−15,429	TRIM
226	Daiwa Securities Group Inc.	$14.2M	166,275	−2,186	TRIM
227	Cohen Klingenstein LLC	$14.2M	166,199	−1,950	TRIM
228	OSAIC HOLDINGS, INC.	$14.2M	166,115	−14,350	TRIM
229	CAPSTONE INVESTMENT ADVISORS, LLC	$14.1M	165,075	+125,624	ADD
230	MEYER HANDELMAN CO	$14.0M	164,440	−1,000	TRIM
231	Zurich Insurance Group Ltd/FI	$13.8M	161,749	+136,215	ADD
232	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$13.6M	159,969	−24,800	TRIM
233	Brookstone Capital Management	$13.6M	159,919	+1,189	ADD
234	GUGGENHEIM CAPITAL LLC	$13.3M	156,539	−955	TRIM
235	IFM Investors Pty Ltd	$13.3M	156,228	−3,681	TRIM
236	Engineers Gate Manager LP	$13.3M	156,213	+156,213	NEW
237	Paradiem, LLC	$13.2M	154,940	+154,940	NEW
238	XTX Topco Ltd	$12.6M	147,946	+147,946	NEW
239	Prestige Wealth Management Group LLC	$12.5M	147,209	+87	ADD
240	COMMERCE BANK	$12.5M	146,522	+17,034	ADD
241	Crossmark Global Holdings, Inc.	$12.4M	146,014	—	NO PRIOR
242	ISTHMUS PARTNERS, LLC	$12.4M	145,620	+5,273	ADD
243	Baird Financial Group, Inc.	$12.2M	142,953	+142,953	NEW
244	Y-Intercept (Hong Kong) Ltd	$12.1M	141,675	+141,675	NEW
245	ABN AMRO INVESTMENT SOLUTIONS	$12.0M	140,942	+10,264	ADD
246	Tidal Investments LLC	$12.0M	140,836	+30,519	ADD
247	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$11.9M	139,095	−1,837	TRIM
248	Empower Advisory Group, LLC	$11.8M	138,840	−24,364	TRIM
249	CIBC WORLD MARKET INC.	$11.7M	137,152	−149,295	TRIM
250	Groupe la Francaise	$11.7M	138,723	+103,629	ADD
251	Investment Management Corp of Ontario	$11.6M	136,471	+2,900	ADD
252	Lombard Odier Asset Management (Switzerland) SA	$11.5M	134,866	+3,195	ADD
253	PRUDENTIAL PLC	$11.5M	134,838	+24,788	ADD
254	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.5M	134,780	+25,496	ADD
255	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.4M	133,748	+13,220	ADD
256	Abacus FCF Advisors LLC	$11.3M	132,905	−95,580	TRIM
257	Orion Porfolio Solutions, LLC	$11.2M	131,403	+69,535	ADD
258	Ethic Inc.	$11.2M	131,150	+30,843	ADD
259	Utah Retirement Systems	$11.1M	130,708	−2,047	TRIM
260	Empowered Funds, LLC	$11.1M	130,068	+130,068	NEW
261	Candriam S.C.A.	$10.9M	128,079	+25,563	ADD
262	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$10.9M	127,857	−2,111	TRIM
263	ZEVIN ASSET MANAGEMENT LLC	$10.9M	127,322	−2	TRIM
264	United Asset Strategies, Inc.	$10.8M	126,341	+7,659	ADD
265	Smith Salley Wealth Management	$10.7M	125,425	+8,959	ADD
266	Vanguard Personalized Indexing Management, LLC	$10.6M	124,563	+13,399	ADD
267	JACOBS LEVY EQUITY MANAGEMENT, INC	$10.6M	124,308	+56,157	ADD
268	Janus Henderson Group Ltd.	$10.6M	124,079	+64,455	ADD
269	NATIXIS	$10.5M	122,776	−202,021	TRIM
270	&PARTNERS	$10.4M	122,176	−9,531	TRIM
271	JENSEN INVESTMENT MANAGEMENT INC	$10.1M	118,640	−294	TRIM
272	GREAT LAKES ADVISORS, LLC	$10.1M	118,350	+17,088	ADD
273	Rakuten Investment Management, Inc.	$10.1M	117,616	+13,199	ADD
274	Vident Advisory, LLC	$10.0M	117,746	+1,574	ADD
275	AG2R LA MONDIALE GESTION D'ACTIFS	$10.0M	117,562	+85,621	ADD
276	D.A. DAVIDSON & CO.	$9.9M	116,240	+3,751	ADD
277	NEOS Investment Management LLC	$9.9M	115,912	+7,406	ADD
278	Columbus Macro, LLC	$9.8M	115,407	+11,022	ADD
279	BANK OF NOVA SCOTIA	$9.8M	114,437	−372,628	TRIM
280	Rodgers Brothers Inc.	$9.6M	112,054	−1,013	TRIM
281	Palisade Asset Management, LLC	$9.4M	110,682	−7,311	TRIM
282	CoreFirst Bank & Trust	$9.4M	110,082	0	NO CHANGE
283	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.3M	109,444	−1,287	TRIM
284	FIDUCIARY TRUST CO	$9.3M	109,315	−2,132	TRIM
285	PICTON MAHONEY ASSET MANAGEMENT	$9.2M	108,372	+108,372	NEW
286	HANCOCK WHITNEY CORP	$9.2M	107,224	+107,224	NEW
287	BANQUE PICTET & CIE SA	$9.1M	106,540	−33,252	TRIM
288	BOOTHBAY FUND MANAGEMENT, LLC	$9.0M	105,863	+105,863	NEW
289	Elo Mutual Pension Insurance Co	$9.0M	105,763	−1,371	TRIM
290	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.0M	105,533	−30,709	TRIM
291	MATTERN CAPITAL MANAGEMENT, LLC	$8.9M	104,252	−1,348	TRIM
292	BENJAMIN EDWARDS INC	$8.8M	103,678	+276	ADD
293	SageGuard Financial Group, LLC	$8.8M	102,830	−44,615	TRIM
294	HENNESSY ADVISORS INC	$8.8M	102,700	+45,200	ADD
295	Diversified Trust Co	$8.7M	102,581	+9,465	ADD
296	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.6M	100,554	+1,374	ADD
297	CI INVESTMENTS INC.	$8.5M	99,297	−29,897	TRIM
298	SCOTIA CAPITAL INC.	$8.5M	99,293	+7,461	ADD
299	KORNITZER CAPITAL MANAGEMENT INC /KS	$8.4M	99,061	−782	TRIM
300	Meiji Yasuda Asset Management Co Ltd.	$8.4M	98,020	+3,568	ADD
301	Sanctuary Advisors, LLC	$8.3M	96,947	+17,577	ADD
302	Lombard Odier Asset Management (Europe) Ltd	$8.3M	96,923	−76,048	TRIM
303	ASR Vermogensbeheer N.V.	$8.2M	96,306	+2,125	ADD
304	ALLIANZ SE	$8.2M	95,825	−2,570	TRIM
305	Avanza Fonder AB	$8.1M	95,271	+319	ADD
306	Hamilton Point Investment Advisors, LLC	$7.9M	93,020	−654	TRIM
307	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.9M	92,309	+100	ADD
308	BAR HARBOR WEALTH MANAGEMENT	$7.8M	91,165	−16,518	TRIM
309	Pathstone Holdings, LLC	$7.7M	90,914	−2,501	TRIM
310	Modera Wealth Management, LLC	$7.7M	90,159	−5,389	TRIM
311	REGIONS FINANCIAL CORP	$7.7M	90,112	−7,175	TRIM
312	NewEdge Advisors, LLC	$7.6M	89,721	−19,755	TRIM
313	Walleye Capital LLC	$7.5M	88,008	+86,383	ADD
314	YCG, LLC	$7.4M	86,291	−122,596	TRIM
315	Bridgewater Associates, LP	$7.2M	84,507	+21,404	ADD
316	BFSG, LLC	$7.2M	84,418	−119	TRIM
317	MACQUARIE GROUP LTD	$7.2M	84,182	−41,237	TRIM
318	BARTLETT & CO. WEALTH MANAGEMENT LLC	$7.1M	82,947	−5,088	TRIM
319	Americana Partners, LLC	$7.0M	82,000	0	NO CHANGE
320	FIRST MANHATTAN CO. LLC.	$6.9M	80,427	−2,652	TRIM
321	Aptus Capital Advisors, LLC	$6.8M	79,754	+55,172	ADD
322	HB Wealth Management, LLC	$6.8M	79,403	−3,524	TRIM
323	Generali Asset Management SPA SGR	$6.7M	79,017	−7,265	TRIM
324	PFA Pension, Forsikringsaktieselskab	$6.7M	78,568	+78,568	NEW
325	Van Hulzen Asset Management, LLC	$6.7M	78,507	+75,214	ADD
326	Steward Partners Investment Advisory, LLC	$6.6M	77,315	+6,421	ADD
327	SummitTX Capital, L.P.	$6.5M	76,563	+76,563	NEW
328	Caption Management, LLC	$6.4M	75,000	+75,000	NEW
329	KANAWHA CAPITAL MANAGEMENT LLC	$6.3M	73,873	−268	TRIM
330	MOORE CAPITAL MANAGEMENT, LP	$6.2M	72,324	+52,206	ADD
331	SALEM INVESTMENT COUNSELORS INC	$6.1M	71,242	−4,200	TRIM
332	WESTPAC BANKING CORP	$5.9M	69,337	−337	TRIM
333	PINNACLE ASSOCIATES LTD	$5.9M	69,088	−5,288	TRIM
334	Canada Post Corp Registered Pension Plan	$5.9M	68,797	−7,333	TRIM
335	Providence Capital Advisors, LLC	$5.8M	68,442	+1,832	ADD
336	Summit Trail Advisors, LLC	$5.8M	68,417	+13,331	ADD
337	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.8M	68,358	+17,062	ADD
338	Stokes Capital Advisors, LLC	$5.8M	68,250	−10,500	TRIM
339	Wallington Asset Management, LLC	$5.8M	67,857	−1,818	TRIM
340	Advisors Asset Management, Inc.	$5.8M	67,833	+1,668	ADD
341	MAI Capital Management	$5.8M	67,659	+609	ADD
342	Private Advisor Group, LLC	$5.8M	67,564	+1,057	ADD
343	Alpine Bank Wealth Management	$5.7M	67,165	+410	ADD
344	Te Ahumairangi Investment Management Ltd	$5.7M	66,819	−2,501	TRIM
345	Port Capital LLC	$5.6M	66,115	+26	ADD
346	Skye Global Management LP	$5.6M	66,000	−62,500	TRIM
347	MONEY CONCEPTS CAPITAL CORP	$5.6M	65,950	+1,756	ADD
348	Caprock Group, LLC	$5.6M	65,483	+675	ADD
349	ASSOCIATED BANC-CORP	$5.6M	65,180	−1,709	TRIM
350	Morningstar Investment Management LLC	$5.5M	65,023	+14,607	ADD
351	Sequoia Financial Advisors, LLC	$5.5M	64,773	+10,434	ADD
352	Alliance Wealth Management Group	$5.4M	63,889	+1	ADD
353	Towercrest Capital Management	$5.4M	63,889	+1	ADD
354	NatWest Group plc	$5.4M	63,472	+78	ADD
355	Sterling Capital Management LLC	$5.4M	63,304	+46,560	ADD
356	HM PAYSON & CO	$5.3M	62,430	−1,668	TRIM
357	First Nebraska Trust Co	$5.2M	60,532	—	NO PRIOR
358	Genus Capital Management Inc.	$5.1M	59,325	+59,325	NEW
359	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$5.0M	59,000	0	NO CHANGE
360	EFG International AG	$5.0M	58,802	+36,039	ADD
361	Cresset Asset Management, LLC	$4.9M	58,005	−50,595	TRIM
362	RITHOLTZ WEALTH MANAGEMENT	$4.9M	57,896	+2,287	ADD
363	OMERS ADMINISTRATION Corp	$4.9M	57,798	−1,625,442	TRIM
364	Fisher Asset Management, LLC	$4.8M	56,899	+17,697	ADD
365	Kestra Advisory Services, LLC	$4.8M	56,767	+16,304	ADD
366	Clearstead Advisors, LLC	$4.7M	55,536	+11,445	ADD
367	Citizens Business Bank	$4.7M	55,089	−1,587	TRIM
368	Pinnacle Financial Partners, Inc.	$4.7M	54,981	−1,162	TRIM
369	SHELTON CAPITAL MANAGEMENT	$4.7M	54,717	−35,467	TRIM
370	CAPITAL CITY TRUST CO/FL	$4.6M	54,513	−364	TRIM
371	Lido Advisors, LLC	$4.6M	54,372	−6,421	TRIM
372	OPPENHEIMER & CO INC	$4.6M	54,209	+9,968	ADD
373	Banque Cantonale Vaudoise	$4.5M	52,982	−6,865	TRIM
374	TOTH FINANCIAL ADVISORY CORP	$4.5M	52,980	+1,549	ADD
375	Generali Investments CEE, investicni spolecnost, a.s.	$4.5M	52,948	0	NO CHANGE
376	Sompo Asset Management Co., Ltd.	$4.5M	52,407	+11,940	ADD
377	Graham Capital Management, L.P.	$4.4M	52,164	+52,164	NEW
378	TRITONPOINT WEALTH, LLC	$4.4M	51,758	+74	ADD
379	Procyon Advisors, LLC	$4.4M	51,721	+11,277	ADD
380	Fideuram Asset Management (Ireland) dac	$4.4M	51,221	+40,036	ADD
381	BRADLEY FOSTER & SARGENT INC/CT	$4.3M	50,909	−25	TRIM
382	WINTON GROUP Ltd	$4.3M	50,513	−126,887	TRIM
383	KCM INVESTMENT ADVISORS LLC	$4.3M	50,276	−3,997	TRIM
384	BAYPOINTE PARTNERS LLC	$4.3M	50,000	+50,000	NEW
385	Norinchukin Bank, The	$4.3M	49,943	+94	ADD
386	Bridgewater Advisors Inc.	$4.2M	48,338	−1,392	TRIM
387	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.2M	49,221	−4,791	TRIM
388	Laird Norton Wetherby Trust Company, LLC	$4.2M	48,852	−1,446	TRIM
389	MIZUHO SECURITIES USA LLC	$4.2M	48,730	−9,962	TRIM
390	Rafferty Asset Management, LLC	$4.1M	48,243	−19,266	TRIM
391	AXQ CAPITAL, LP	$4.1M	48,240	+48,240	NEW
392	CULLINAN ASSOCIATES INC	$4.1M	48,239	+1,200	ADD
393	Merit Financial Group, LLC	$4.1M	48,226	+4,429	ADD
394	Inscription Capital, LLC	$4.1M	48,142	−175	TRIM
395	EVOKE WEALTH, LLC	$4.1M	48,138	−4,717	TRIM
396	Infusive Asset Management Inc.	$4.1M	47,816	−10,681	TRIM
397	Haverford Trust Co	$4.1M	47,600	−1,446	TRIM
398	CWM, LLC	$4.1M	47,549	+2,204	ADD
399	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.0M	47,178	+7,937	ADD
400	GUARDIAN CAPITAL LP	$4.0M	46,900	−14,600	TRIM
401	WELCH & FORBES LLC	$4.0M	46,764	−1,015	TRIM
402	Thrive Capital Management, LLC	$4.0M	46,657	−5,580	TRIM
403	Azimuth Capital Investment Management LLC	$4.0M	46,640	−85	TRIM
404	Birch Hill Investment Advisors LLC	$4.0M	46,571	−1,120	TRIM
405	Concurrent Investment Advisors, LLC	$4.0M	46,569	−748	TRIM
406	Strategic Global Advisors, LLC	$3.9M	46,230	+46,230	NEW
407	HARTFORD INVESTMENT MANAGEMENT CO	$3.9M	46,158	−551	TRIM
408	NORTHEAST INVESTMENT MANAGEMENT	$3.9M	46,045	−1,168	TRIM
409	PRINCIPAL SECURITIES, INC.	$3.8M	44,539	+26,307	ADD
410	FIL Ltd	$3.8M	44,513	+30,860	ADD
411	GUYASUTA INVESTMENT ADVISORS INC	$3.8M	44,469	−1,628	TRIM
412	Grantham, Mayo, Van Otterloo & Co. LLC	$3.8M	44,252	+3,687	ADD
413	DAVENPORT & Co LLC	$3.7M	43,956	−727	TRIM
414	NORTHCAPE WEALTH MANAGEMENT, LLC	$3.7M	43,816	−1,503	TRIM
415	Mesirow Financial Investment Management, Inc.	$3.7M	43,687	+5,940	ADD
416	Ramsay, Stattman, Vela & Price, Inc.	$3.7M	43,286	−818	TRIM
417	Moors & Cabot, Inc.	$3.6M	42,818	−258	TRIM
418	Bleakley Financial Group, LLC	$3.6M	42,257	+3,095	ADD
419	AXXCESS WEALTH MANAGEMENT, LLC	$3.6M	41,973	+450	ADD
420	Portland Global Advisors LLC	$3.5M	41,481	+41,481	NEW
421	Vise Technologies, Inc.	$3.5M	44,670	0	NO CHANGE
422	Schonfeld Strategic Advisors LLC	$3.5M	41,233	+41,233	NEW
423	Plato Investment Management Ltd	$3.4M	40,430	+14,702	ADD
424	Maryland State Retirement & Pension System	$3.4M	40,325	0	NO CHANGE
425	Oxbow Advisors, LLC	$3.4M	39,920	+261	ADD
426	GREENLEAF TRUST	$3.3M	39,126	+1,097	ADD
427	ABN AMRO Bank N.V.	$3.3M	38,608	−1,142	TRIM
428	Global X Japan Co., Ltd.	$3.3M	38,850	+1,222	ADD
429	BOWEN HANES & CO INC	$3.3M	38,746	−3,891	TRIM
430	LEAVELL INVESTMENT MANAGEMENT, INC.	$3.3M	38,435	0	NO CHANGE
431	M&G Plc	$3.3M	38,509	−570	TRIM
432	Allworth Financial LP	$3.3M	38,375	+1,273	ADD
433	Ascent Group, LLC	$3.3M	38,328	+2,007	ADD
434	QRG CAPITAL MANAGEMENT, INC.	$3.2M	38,030	+6,178	ADD
435	Allspring Global Investments Holdings, LLC	$3.2M	37,545	+1,214	ADD
436	New Age Alpha Advisors, LLC	$3.1M	36,804	−2,639	TRIM
437	SECURED RETIREMENT ADVISORS, LLC	$3.1M	36,400	−229	TRIM
438	All Terrain Financial Advisors, LLC	$3.1M	36,194	−4,988	TRIM
439	Concentric Capital Strategies, LP	$3.1M	36,191	+36,191	NEW
440	EagleClaw Capital Managment, LLC	$3.1M	36,079	−1,091	TRIM
441	Quilter Plc	$3.0M	35,679	−3,310	TRIM
442	Integras Partners LLC	$3.0M	35,366	+1,796	ADD
443	Meeder Advisory Services, Inc.	$3.0M	35,296	+984	ADD
444	LGT Group Foundation	$3.0M	35,079	+1,682	ADD
445	Savant Capital, LLC	$3.0M	35,040	+6,224	ADD
446	AE Wealth Management LLC	$2.9M	34,590	+4,957	ADD
447	Robeco Schweiz AG	$2.9M	34,311	−4,664	TRIM
448	CHOREO, LLC	$2.9M	34,245	+2,468	ADD
449	Mirova US LLC	$2.9M	33,866	−62	TRIM
450	Wilmington Savings Fund Society, FSB	$2.9M	33,827	−898	TRIM
451	ALPS ADVISORS INC	$2.9M	33,703	−7,937	TRIM
452	Quantbot Technologies LP	$2.9M	33,571	+21,532	ADD
453	Apollon Wealth Management, LLC	$2.9M	33,459	+282	ADD
454	Carnegie Investment Counsel	$2.8M	33,138	−818	TRIM
455	MUFG Securities EMEA plc	$2.8M	33,045	0	NO CHANGE
456	Ameritas Investment Partners, Inc.	$2.8M	32,751	−520	TRIM
457	Van Cleef Asset Management,Inc	$2.8M	32,750	0	NO CHANGE
458	Mandatum Life Insurance Co Ltd	$2.8M	32,500	0	NO CHANGE
459	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.8M	32,278	−980	TRIM
460	Cinctive Capital Management LP	$2.7M	31,702	+5,772	ADD
461	Jefferies Financial Group Inc.	$2.7M	31,628	−341,935	TRIM
462	Dana Investment Advisors, Inc.	$2.7M	31,579	−382	TRIM
463	Midwest Trust Co	$2.7M	31,183	−1,425	TRIM
464	MML INVESTORS SERVICES, LLC	$2.7M	31,128	−4,969	TRIM
465	Qsemble Capital Management, LP	$2.6M	31,069	+31,069	NEW
466	DAVIS R M INC	$2.6M	30,969	−12,649	TRIM
467	Brooklyn Investment Group	$2.6M	30,837	+1,307	ADD
468	JAG CAPITAL MANAGEMENT, LLC	$2.6M	30,747	−57	TRIM
469	Metis Global Partners, LLC	$2.6M	30,554	−3,023	TRIM
470	Texas Yale Capital Corp.	$2.6M	30,514	0	NO CHANGE
471	Pine Valley Investments Ltd Liability Co	$2.6M	30,084	+1,617	ADD
472	Equitable Holdings, Inc.	$2.5M	31,162	+15,010	ADD
473	Integrated Advisors Network LLC	$2.5M	29,554	+29,554	NEW
474	Evelyn Partners Investment Management LLP	$2.5M	29,494	−1,405	TRIM
475	Atria Investments, Inc	$2.5M	28,934	+2,701	ADD
476	EDMOND DE ROTHSCHILD HOLDING S.A.	$2.5M	28,930	−7,853	TRIM
477	Drexel Morgan & Co.	$2.5M	28,820	0	NO CHANGE
478	BURNEY CO/	$2.5M	28,784	−96	TRIM
479	Donoghue Forlines LLC	$2.4M	28,509	+28,509	NEW
480	Saudi Central Bank	$2.4M	28,265	+28,265	NEW
481	Empirical Finance, LLC	$2.4M	28,099	−56	TRIM
482	GATEWAY INVESTMENT ADVISERS LLC	$2.4M	28,076	+2,426	ADD
483	CITIZENS FINANCIAL GROUP INC/RI	$2.4M	28,058	+1,096	ADD
484	Connor, Clark & Lunn Investment Management Ltd.	$2.4M	27,810	+22,813	ADD
485	Well Done, LLC	$2.4M	27,800	−316	TRIM
486	ANGELES WEALTH MANAGEMENT, LLC	$2.4M	27,782	+1,659	ADD
487	North Dakota State Investment Board	$2.4M	27,681	−4,509	TRIM
488	Richard Bernstein Advisors LLC	$2.4M	27,594	0	NO CHANGE
489	PARTHENON LLC	$2.3M	27,486	0	NO CHANGE
490	FARMERS & MERCHANTS INVESTMENTS INC	$2.3M	27,406	−602	TRIM
491	Aaron Wealth Advisors LLC	$2.3M	27,326	−2,173	TRIM
492	GREAT VALLEY ADVISOR GROUP, INC.	$2.3M	26,836	+3,809	ADD
493	PFG Investments, LLC	$2.3M	26,661	+3,250	ADD
494	Arax Advisory Partners	$2.3M	26,413	+18,893	ADD
495	AIA Group Ltd	$2.2M	26,275	+6,576	ADD
496	LOWE BROCKENBROUGH & CO INC	$2.2M	26,270	−905	TRIM
497	CENTRAL TRUST Co	$2.2M	26,269	−140	TRIM
498	AZZAD ASSET MANAGEMENT INC /ADV	$2.2M	26,200	−669	TRIM
499	ATWOOD & PALMER INC	$2.2M	26,200	0	NO CHANGE
500	Capital Asset Advisory Services LLC	$2.2M	26,404	+676	ADD

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

Congress ↔ notable managers · CL

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: 2 Kevin Hern R–OK-1, Julie Johnson D–TX-32 $5K–$75K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Moore Capital Management $29.5M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · COLGATE PALMOLIVE CO

Merged timeline of congressional filings and notable-manager moves on CL
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+45,070 sh
2026-05-15	Bridgewater Associates 13F	ADD	+21,404 sh
2026-05-15	Moore Capital Management 13F	ADD	+52,206 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

29 members of Congress disclosed CL — 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).