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 ↗

CVS HEALTH CORP · COM · quarter ended 2026-03-31 · 56 members disclosed CVS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,499 holders are listed, largest first: 1,499
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $69.8B
holders whose share count rose or who opened the position (new + add), by shares: 706
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 220

Holders — quarter ended 2026-03-31

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

13F holders of CVS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.0B	125,919,853	+4,925,379	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.9B	82,650,076	—	NO PRIOR
3	Capital World Investors	$5.5B	77,248,642	+9,585,731	ADD
4	STATE STREET CORP	$4.3B	59,322,181	−861,562	TRIM
5	DODGE & COX	$3.7B	51,780,116	−10,729,872	TRIM
6	FMR LLC	$2.2B	31,196,890	−9,821,091	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	29,459,042	+418,771	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	25,997,348	—	NO PRIOR
9	Invesco Ltd.	$1.8B	25,138,946	+1,119,805	ADD
10	WELLINGTON MANAGEMENT GROUP LLP	$1.6B	22,567,732	+4,003,340	ADD
11	Capital Research Global Investors	$1.4B	20,012,332	+7,968,909	ADD
12	MORGAN STANLEY	$1.3B	17,825,122	−2,548,652	TRIM
13	Capital International Investors	$1.1B	15,392,222	−12,200,134	TRIM
14	PZENA INVESTMENT MANAGEMENT LLC	$989M	13,773,053	−1,808,254	TRIM
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$983M	13,674,925	−182,421	TRIM
16	NORTHERN TRUST CORP	$836M	11,641,549	−190,225	TRIM
17	Legal & General Group Plc	$683M	9,515,723	+206,541	ADD
18	BANK OF AMERICA CORP /DE/	$672M	9,351,969	−67,667	TRIM
19	Bank of New York Mellon Corp	$649M	9,030,161	−80,415	TRIM
20	ROYAL BANK OF CANADA	$645M	8,984,614	−276,841	TRIM
21	AMERIPRISE FINANCIAL INC	$643M	8,954,534	+903,330	ADD
22	Clearbridge Investments, LLC	$630M	8,774,708	−17,053	TRIM
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$596M	8,298,098	−14,243	TRIM
24	GLENVIEW CAPITAL MANAGEMENT, LLC	$589M	8,196,799	0	NO CHANGE
25	WELLS FARGO & COMPANY/MN	$583M	8,111,035	+1,244,572	ADD
26	Amundi	$529M	7,370,938	+1,542,655	ADD
27	DIMENSIONAL FUND ADVISORS LP	$517M	7,197,464	+207,335	ADD
28	VANGUARD FIDUCIARY TRUST CO	$514M	7,158,817	—	NO PRIOR
29	FRANKLIN RESOURCES INC	$448M	6,241,607	+2,479,545	ADD
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$447M	6,219,756	+1,899,932	ADD
31	UBS Group AG	$440M	6,130,298	−498,915	TRIM
32	CITADEL ADVISORS LLC	$390M	5,428,043	+1,826,690	ADD
33	Nuveen, LLC	$379M	5,282,971	+93,375	ADD
34	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$346M	4,815,822	−4,555,773	TRIM
35	DEUTSCHE BANK AG\	$331M	4,605,588	−60,907	TRIM
36	Holocene Advisors, LP	$322M	4,480,125	+511,322	ADD
37	Allianz Asset Management GmbH	$293M	4,083,392	+360,872	ADD
38	NORDEA INVESTMENT MANAGEMENT AB	$291M	4,113,183	−13,852	TRIM
39	Swiss National Bank	$268M	3,725,460	+249,800	ADD
40	Janus Henderson Group Ltd.	$254M	3,536,861	−80,085	TRIM
41	RAYMOND JAMES FINANCIAL INC	$248M	3,459,485	+14,296	ADD
42	National Pension Service	$246M	3,419,613	+3,419,613	NEW
43	ALLIANCEBERNSTEIN L.P.	$213M	2,682,826	−626,783	TRIM
44	Vanguard Global Advisers, LLC	$208M	2,893,696	—	NO PRIOR
45	Mitsubishi UFJ Asset Management Co., Ltd.	$206M	2,865,913	+203,154	ADD
46	Sumitomo Mitsui Trust Group, Inc.	$201M	2,799,884	−68,340	TRIM
47	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$201M	2,794,787	−98,590	TRIM
48	BARCLAYS PLC	$198M	2,761,283	+31,056	ADD
49	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	$195M	2,712,000	0	NO CHANGE
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$182M	2,536,408	+269,363	ADD
51	VANGUARD ASSET MANAGEMENT, Ltd	$182M	2,527,450	—	NO PRIOR
52	PRUDENTIAL FINANCIAL INC	$176M	2,453,291	+120,544	ADD
53	HSBC HOLDINGS PLC	$173M	2,410,694	−2,128,908	TRIM
54	PRIMECAP MANAGEMENT CO/CA/	$172M	2,395,130	−15,400	TRIM
55	AQR CAPITAL MANAGEMENT LLC	$170M	2,387,964	−226,994	TRIM
56	Robeco Institutional Asset Management B.V.	$169M	2,349,444	−989,300	TRIM
57	FIRST TRUST ADVISORS LP	$168M	2,344,647	+93,502	ADD
58	Swedbank AB	$164M	2,278,233	+5,460	ADD
59	Qube Research & Technologies Ltd	$154M	2,150,366	+516,220	ADD
60	Epoch Investment Partners, Inc.	$146M	2,039,191	−55,744	TRIM
61	CANADA PENSION PLAN INVESTMENT BOARD	$146M	2,036,813	+186,885	ADD
62	CITIGROUP INC	$143M	1,986,793	+398,103	ADD
63	BRANDES INVESTMENT PARTNERS, LP	$141M	1,969,801	+124,459	ADD
64	ENVESTNET ASSET MANAGEMENT INC	$138M	1,920,910	+53,252	ADD
65	NEW YORK STATE COMMON RETIREMENT FUND	$124M	1,720,490	−9,200	TRIM
66	VICTORY CAPITAL MANAGEMENT INC	$119M	1,660,522	+84,157	ADD
67	BANK OF MONTREAL /CAN/	$118M	1,648,447	−342,111	TRIM
68	Hamlin Capital Management, LLC	$118M	1,642,646	−384,115	TRIM
69	D. E. Shaw & Co., Inc.	$116M	1,617,522	+542,634	ADD
70	Aberdeen Group plc	$116M	1,614,506	−30,523	TRIM
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$115M	1,596,630	−124,636	TRIM
72	MACKENZIE FINANCIAL CORP	$114M	1,589,291	+142,159	ADD
73	LPL Financial LLC	$104M	1,444,958	−36,726	TRIM
74	Zurcher Kantonalbank (Zurich Cantonalbank)	$103M	1,438,394	−146,841	TRIM
75	PRINCIPAL FINANCIAL GROUP INC	$102M	1,415,497	−7,634	TRIM
76	Quantinno Capital Management LP	$100M	1,393,802	+461,114	ADD
77	SEI INVESTMENTS CO	$99.3M	1,383,147	+336,387	ADD
78	Patient Capital Management, LLC	$97.5M	1,357,159	+125,743	ADD
79	MACQUARIE GROUP LTD	$95.0M	1,322,784	−32,593	TRIM
80	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$88.1M	1,226,472	+1,226,472	NEW
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$87.4M	1,217,244	+8,213	ADD
82	TD ASSET MANAGEMENT INC	$87.1M	1,212,485	−12,472	TRIM
83	BALYASNY ASSET MANAGEMENT L.P.	$85.5M	1,191,023	+252,966	ADD
84	NATIONAL BANK OF CANADA /FI/	$80.2M	1,116,043	−18,827	TRIM
85	LETKO, BROSSEAU & ASSOCIATES INC	$80.1M	1,114,735	+2,875	ADD
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$79.1M	1,101,125	−9,068	TRIM
87	AVIVA PLC	$78.3M	1,090,452	+31,048	ADD
88	Korea Investment CORP	$77.5M	1,079,245	+123,056	ADD
89	STOREBRAND ASSET MANAGEMENT AS	$76.1M	1,059,383	—	NO PRIOR
90	Maple Rock Capital Partners Inc.	$75.3M	1,048,100	+231,700	ADD
91	Universal- Beteiligungs- und Servicegesellschaft mbH	$71.8M	998,979	+109,519	ADD
92	Connor, Clark & Lunn Investment Management Ltd.	$71.0M	988,761	+933,370	ADD
93	Federation des caisses Desjardins du Quebec	$67.8M	943,620	+88,093	ADD
94	JENNISON ASSOCIATES LLC	$66.7M	928,053	−467,906	TRIM
95	Capital International, Inc./CA/	$65.0M	905,614	+38,480	ADD
96	Long Focus Capital Management, LLC	$64.2M	894,000	+54,000	ADD
97	SCHRODER INVESTMENT MANAGEMENT GROUP	$64.1M	913,817	−35,836	TRIM
98	Retirement Systems of Alabama	$63.0M	876,722	+111	ADD
99	Assenagon Asset Management S.A.	$62.9M	876,353	−2,079,660	TRIM
100	SEB Asset Management AB	$62.6M	872,126	—	NO PRIOR
101	STIFEL FINANCIAL CORP	$57.3M	797,303	−28,072	TRIM
102	Freestone Grove Partners LP	$55.9M	777,702	−334,537	TRIM
103	Man Group plc	$54.5M	758,865	+304,865	ADD
104	DANSKE BANK A/S	$54.5M	758,836	−169,626	TRIM
105	BNP Paribas Asset Management Holding S.A.	$53.6M	746,266	−253,031	TRIM
106	STATE OF WISCONSIN INVESTMENT BOARD	$53.3M	741,745	+60,835	ADD
107	Ensign Peak Advisors, Inc	$53.0M	738,180	+30,934	ADD
108	ASSETMARK, INC	$52.3M	728,295	−4,374	TRIM
109	PFA Pension, Forsikringsaktieselskab	$51.7M	720,120	+720,120	NEW
110	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.2M	712,335	−184,272	TRIM
111	NOMURA ASSET MANAGEMENT CO LTD	$50.9M	708,081	−153,436	TRIM
112	ARIEL INVESTMENTS, LLC	$50.4M	702,151	−122,941	TRIM
113	TUDOR INVESTMENT CORP ET AL	$49.0M	681,806	+513,806	ADD
114	ROYAL LONDON ASSET MANAGEMENT LTD	$47.9M	667,367	+2,299	ADD
115	Swiss Life Asset Management Ltd	$47.0M	466,404	+94,860	ADD
116	Chevy Chase Trust Holdings, LLC	$46.1M	641,369	−14,577	TRIM
117	Grantham, Mayo, Van Otterloo & Co. LLC	$45.6M	634,846	−86,272	TRIM
118	BANK OF NOVA SCOTIA	$45.4M	632,518	−587,663	TRIM
119	Vanguard Investments Australia, Ltd.	$45.4M	632,222	—	NO PRIOR
120	OSAIC HOLDINGS, INC.	$45.3M	631,268	+344,380	ADD
121	Bridgewater Associates, LP	$44.4M	618,428	−418,924	TRIM
122	AMERICAN CENTURY COMPANIES INC	$43.8M	609,822	+160,352	ADD
123	TEACHER RETIREMENT SYSTEM OF TEXAS	$41.4M	576,651	−39,208	TRIM
124	APG Asset Management N.V.	$41.2M	660,496	−69,680	TRIM
125	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$40.9M	569,001	−67,117	TRIM
126	KLP KAPITALFORVALTNING AS	$40.0M	557,503	+10,500	ADD
127	Asset Management One Co., Ltd.	$39.9M	556,125	+1,584	ADD
128	Pictet Asset Management Holding SA	$39.7M	553,318	−277,329	TRIM
129	Corient Private Wealth LLC	$39.5M	554,868	−386,847	TRIM
130	Value Partners Investments Inc.	$38.8M	539,973	−11,243	TRIM
131	CIBC WORLD MARKET INC.	$38.5M	536,679	+12,944	ADD
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$38.5M	535,790	+615	ADD
133	OPPENHEIMER ASSET MANAGEMENT INC.	$37.7M	524,266	+21,970	ADD
134	VOYA INVESTMENT MANAGEMENT LLC	$36.7M	511,598	−18,044	TRIM
135	DnB Asset Management AS	$36.4M	506,583	+59,740	ADD
136	SRB CORP	$36.3M	506,016	+506,016	NEW
137	Focus Partners Wealth	$36.3M	505,099	−12,868	TRIM
138	HARRIS ASSOCIATES L P	$35.5M	494,126	−30,925	TRIM
139	Solel Partners LP	$35.5M	493,700	−100,000	TRIM
140	Polar Capital Holdings Plc	$35.0M	487,606	+116,624	ADD
141	Trexquant Investment LP	$34.4M	478,879	+478,879	NEW
142	ING GROEP NV	$34.1M	474,390	+87,422	ADD
143	Cetera Investment Advisers	$33.1M	460,310	−25,271	TRIM
144	Squarepoint Ops LLC	$32.5M	452,564	+418,734	ADD
145	OSLO PENSJONSFORSIKRING AS	$32.1M	447,471	—	NO PRIOR
146	Cerity Partners LLC	$31.7M	440,706	−6,181	TRIM
147	Susquehanna Portfolio Strategies, LLC	$31.3M	436,093	0	NO CHANGE
148	State of New Jersey Common Pension Fund D	$31.2M	434,295	0	NO CHANGE
149	Calamos Advisors LLC	$31.1M	433,533	+8,850	ADD
150	Walleye Trading LLC	$30.7M	427,542	+133,578	ADD
151	Zurich Insurance Group Ltd/FI	$30.7M	427,005	+427,005	NEW
152	Lansforsakringar Fondforvaltning AB (publ)	$29.8M	414,276	−51	TRIM
153	Resona Asset Management Co.,Ltd.	$29.7M	415,595	+6,396	ADD
154	Nan Shan Life Insurance Co., Ltd.	$29.5M	411,050	0	NO CHANGE
155	CREDIT AGRICOLE S A	$29.2M	406,074	−57,839	TRIM
156	FIFTH THIRD BANCORP	$29.0M	403,201	+256,912	ADD
157	WORLDQUANT MILLENNIUM ADVISORS LLC	$28.7M	399,348	−295,841	TRIM
158	COMMONWEALTH EQUITY SERVICES, LLC	$28.6M	397,765	−35,089	TRIM
159	Rockefeller Capital Management L.P.	$28.6M	397,730	+96,960	ADD
160	Mediolanum International Funds Ltd	$28.4M	404,233	+122,456	ADD
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$28.3M	394,393	+40,246	ADD
162	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.3M	393,977	−1,132,833	TRIM
163	Parkman Healthcare Partners LLC	$27.8M	387,306	−62,906	TRIM
164	Candriam S.C.A.	$27.7M	385,802	0	NO CHANGE
165	TORONTO DOMINION BANK	$27.3M	379,995	−50,849	TRIM
166	STATE OF MICHIGAN RETIREMENT SYSTEM	$27.0M	375,677	0	NO CHANGE
167	Crossmark Global Holdings, Inc.	$26.9M	374,436	—	NO PRIOR
168	Nippon Life Global Investors Americas, Inc.	$26.6M	370,230	+268,680	ADD
169	TCTC Holdings, LLC	$26.5M	369,627	+700	ADD
170	Tredje AP-fonden	$26.3M	366,439	+366,439	NEW
171	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$26.3M	366,368	−7,579	TRIM
172	Kiltearn Partners LLP	$26.2M	365,068	−76,700	TRIM
173	SAMLYN CAPITAL, LLC	$26.1M	363,765	−856,808	TRIM
174	HighTower Advisors, LLC	$26.0M	362,550	+86,511	ADD
175	CIBC Bancorp USA Inc.	$26.0M	361,387	—	NO PRIOR
176	MFF Capital Investments Ltd	$25.9M	360,853	+52,928	ADD
177	WEDGE CAPITAL MANAGEMENT L L P/NC	$25.9M	360,143	+12,339	ADD
178	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.1M	367,097	−68,979	TRIM
179	Arizona State Retirement System	$25.0M	347,757	−7,555	TRIM
180	Czech National Bank	$24.9M	346,481	+11,752	ADD
181	ALPS ADVISORS INC	$24.9M	346,043	+30,181	ADD
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$24.3M	337,700	+131,150	ADD
183	NISA INVESTMENT ADVISORS, LLC	$24.2M	337,119	−25,976	TRIM
184	Rhenman & Partners Asset Management AB	$24.2M	336,500	+1,000	ADD
185	EDMOND DE ROTHSCHILD HOLDING S.A.	$24.1M	335,010	+20,000	ADD
186	Mariner, LLC	$23.9M	332,710	−16,313	TRIM
187	CIBC Asset Management Inc	$23.6M	328,979	+3,978	ADD
188	SHELTON CAPITAL MANAGEMENT	$23.4M	325,336	−118,561	TRIM
189	TODD ASSET MANAGEMENT LLC	$23.3M	323,809	+323,809	NEW
190	AE Wealth Management LLC	$23.3M	323,757	+79,618	ADD
191	EXCHANGE TRADED CONCEPTS, LLC	$23.1M	322,123	+288,932	ADD
192	TD Waterhouse Canada Inc.	$22.9M	316,455	+10,836	ADD
193	OLD NATIONAL BANCORP /IN/	$22.7M	315,698	−12,962	TRIM
194	TOCQUEVILLE ASSET MANAGEMENT L.P.	$21.7M	302,814	−6,333	TRIM
195	Mirae Asset Global Investments Co., Ltd.	$21.6M	300,483	+18,007	ADD
196	MetLife Investment Management, LLC	$21.3M	296,941	−7,092	TRIM
197	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$21.3M	296,352	+1,075	ADD
198	BRAIDWELL LP	$20.9M	290,700	−273,500	TRIM
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$20.6M	286,968	−11,498	TRIM
200	WINDWARD CAPITAL MANAGEMENT CO /CA	$20.6M	286,145	+817	ADD
201	Saudi Central Bank	$20.2M	281,861	+46,331	ADD
202	NATIXIS	$20.0M	277,825	−78,316	TRIM
203	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$19.2M	266,645	+7,265	ADD
204	Creative Planning	$19.0M	265,065	+22,362	ADD
205	Advisors Capital Management, LLC	$18.9M	263,310	+9,912	ADD
206	RENAISSANCE TECHNOLOGIES LLC	$18.9M	263,153	+263,153	NEW
207	FARMERS & MERCHANTS INVESTMENTS INC	$18.7M	260,653	+5,659	ADD
208	IEQ CAPITAL, LLC	$18.5M	257,435	−38,046	TRIM
209	LAZARD ASSET MANAGEMENT LLC	$18.1M	251,938	−16,841	TRIM
210	Baird Financial Group, Inc.	$18.1M	251,697	+251,697	NEW
211	GATEWAY INVESTMENT ADVISERS LLC	$17.7M	246,760	+6,157	ADD
212	IFM Investors Pty Ltd	$17.7M	246,725	+5,076	ADD
213	FACTORY MUTUAL INSURANCE CO	$17.4M	242,743	−65,400	TRIM
214	OneDigital Investment Advisors LLC	$17.1M	237,554	−1,708	TRIM
215	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.7M	232,623	+17,175	ADD
216	USS Investment Management Ltd	$16.7M	232,198	+11,961	ADD
217	XPONANCE LLC	$16.7M	231,972	+31,447	ADD
218	Illinois Municipal Retirement Fund	$15.8M	220,451	−15,541	TRIM
219	ProShare Advisors LLC	$15.7M	218,526	−46,189	TRIM
220	Daiwa Securities Group Inc.	$15.6M	216,831	+11,862	ADD
221	Investment Management Corp of Ontario	$15.0M	209,378	+76,643	ADD
222	D.A. DAVIDSON & CO.	$14.8M	206,370	−8,257	TRIM
223	Tidal Investments LLC	$14.7M	205,467	+70,015	ADD
224	Utah Retirement Systems	$14.6M	203,629	−3,245	TRIM
225	GUGGENHEIM CAPITAL LLC	$14.6M	203,352	−9,970	TRIM
226	ADAMS DIVERSIFIED EQUITY FUND, INC.	$14.4M	200,700	−150,600	TRIM
227	US BANCORP \DE\	$14.4M	200,516	+14,648	ADD
228	Sanctuary Advisors, LLC	$14.3M	199,236	+24,871	ADD
229	Gotham Asset Management, LLC	$14.1M	196,104	−103,401	TRIM
230	YOUSIF CAPITAL MANAGEMENT, LLC	$14.0M	195,588	−4,442	TRIM
231	MILLENNIUM MANAGEMENT LLC	$14.0M	194,407	−3,269,689	TRIM
232	Woodline Partners LP	$13.9M	193,966	−1,203,336	TRIM
233	Varma Mutual Pension Insurance Co	$13.6M	189,073	−10,000	TRIM
234	TRUIST FINANCIAL CORP	$13.4M	186,083	−5,426	TRIM
235	Rakuten Investment Management, Inc.	$13.2M	188,671	+21,725	ADD
236	NEOS Investment Management LLC	$13.2M	183,113	+9,090	ADD
237	SCOTIA CAPITAL INC.	$13.1M	182,997	+8,263	ADD
238	AustralianSuper Pty Ltd	$13.1M	182,824	−17,852	TRIM
239	Watchtower Advisors, LP	$13.1M	182,357	−174,643	TRIM
240	Wealthfront Advisers LLC	$13.0M	181,517	−30,784	TRIM
241	Sumitomo Mitsui DS Asset Management Company, Ltd	$12.9M	180,112	+3,744	ADD
242	INTACT INVESTMENT MANAGEMENT INC.	$12.9M	179,700	+14,400	ADD
243	Elo Mutual Pension Insurance Co	$12.9M	179,421	−15,593	TRIM
244	AIA Group Ltd	$12.8M	177,654	+90,901	ADD
245	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.7M	176,615	+2,664	ADD
246	Park West Asset Management LLC	$12.7M	176,500	+29,500	ADD
247	Vinva Investment Management Ltd	$12.6M	179,560	+26,607	ADD
248	Senator Investment Group LP	$12.6M	175,000	+175,000	NEW
249	PRUDENTIAL PLC	$12.4M	172,331	+23,526	ADD
250	Pathstone Holdings, LLC	$12.2M	169,297	−12,628	TRIM
251	Allspring Global Investments Holdings, LLC	$12.0M	166,163	+5,237	ADD
252	Callan Family Office, LLC	$11.9M	165,103	+9,799	ADD
253	NISSAY ASSET MANAGEMENT CORP /JAPAN	$11.8M	164,864	+2,433	ADD
254	SEIZERT CAPITAL PARTNERS, LLC	$11.5M	159,977	+7,783	ADD
255	PARK NATIONAL CORP /OH/	$11.3M	157,794	+18,117	ADD
256	Applied Finance Capital Management, LLC	$11.3M	157,481	+1,733	ADD
257	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.1M	154,998	−18,777	TRIM
258	&PARTNERS	$11.1M	154,954	+13,240	ADD
259	Vanguard Personalized Indexing Management, LLC	$11.0M	152,885	−5,399	TRIM
260	HANCOCK WHITNEY CORP	$11.0M	149,100	+2,388	ADD
261	Integral Health Asset Management, LLC	$10.8M	150,000	−350,000	TRIM
262	CUTLER INVESTMENT COUNSEL LLC	$10.7M	149,514	−2,167	TRIM
263	COLRAIN CAPITAL LLC	$10.7M	148,954	+26,474	ADD
264	Alpha Omega Wealth Management LLC	$10.7M	148,915	−10	TRIM
265	Eurizon Capital SGR S.p.A.	$10.5M	146,847	−1,101	TRIM
266	CWM, LLC	$10.5M	146,447	−3,768	TRIM
267	MERCER GLOBAL ADVISORS INC /ADV	$10.5M	145,847	+4,711	ADD
268	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$10.5M	145,565	+200	ADD
269	M&T BANK CORP	$10.4M	144,543	−7,225	TRIM
270	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.4M	144,314	+32,077	ADD
271	FIL Ltd	$10.3M	144,026	+74,079	ADD
272	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.3M	143,663	−1,262	TRIM
273	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$10.3M	143,486	−8,000	TRIM
274	ExodusPoint Capital Management, LP	$10.0M	138,690	+4,843	ADD
275	SECTOR GAMMA AS	$9.7M	135,337	−42,262	TRIM
276	ASR Vermogensbeheer N.V.	$9.7M	134,735	+3,732	ADD
277	Engineers Gate Manager LP	$9.6M	133,015	−443,188	TRIM
278	Empowered Funds, LLC	$9.5M	132,776	+132,776	NEW
279	NewEdge Advisors, LLC	$9.4M	130,922	+130,922	NEW
280	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.4M	130,429	+1,824	ADD
281	LBP AM SA	$9.3M	129,961	−119,498	TRIM
282	MML INVESTORS SERVICES, LLC	$9.3M	129,041	−17,506	TRIM
283	Atle Fund Management AB	$9.3M	23,773	−82,745	TRIM
284	OP Asset Management Ltd	$9.3M	129,013	—	NO PRIOR
285	Madison Asset Management, LLC	$9.1M	126,650	0	NO CHANGE
286	ALLIANZ SE	$9.1M	126,282	+48,568	ADD
287	Permit Capital, LLC	$9.0M	125,500	0	NO CHANGE
288	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$8.9M	124,492	+4,633	ADD
289	Cardinal Point Capital Management ULC	$8.8M	122,740	+185	ADD
290	Parallax Volatility Advisers, L.P.	$8.7M	112,013	+105,704	ADD
291	MUFG Securities EMEA plc	$8.6M	120,156	+143	ADD
292	Centiva Capital, LP	$8.6M	120,089	+108,252	ADD
293	Sterling Capital Management LLC	$8.4M	116,860	+30,188	ADD
294	AMG National Trust Bank	$8.3M	115,537	+6,584	ADD
295	PARTHENON LLC	$8.1M	113,371	−1,465	TRIM
296	Lorne Steinberg Wealth Management Inc.	$7.8M	108,854	−70	TRIM
297	Azimuth Capital Investment Management LLC	$7.8M	108,384	+57,148	ADD
298	Boston Partners	$7.8M	107,973	−13,228	TRIM
299	Oliver Luxxe Assets LLC	$7.6M	106,487	+3,041	ADD
300	CI INVESTMENTS INC.	$7.6M	106,462	+9,736	ADD
301	1834 INVESTMENT ADVISORS CO	$7.6M	106,004	−12,043	TRIM
302	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.5M	104,865	+10,690	ADD
303	WINTON GROUP Ltd	$7.4M	103,111	+103,111	NEW
304	Fisher Funds Management LTD	$7.4M	103,095	0	NO CHANGE
305	Callahan Advisors, LLC	$7.4M	103,082	+12,169	ADD
306	Osmosis Investment Management UK Ltd	$7.4M	102,750	+13,981	ADD
307	MAI Capital Management	$7.3M	101,894	−3,425	TRIM
308	UniSuper Management Pty Ltd	$7.3M	101,669	+230	ADD
309	GREAT LAKES ADVISORS, LLC	$7.2M	100,580	−98,644	TRIM
310	AUXIER ASSET MANAGEMENT LLC	$7.2M	100,195	−528	TRIM
311	TOTH FINANCIAL ADVISORY CORP	$7.1M	98,684	+9,093	ADD
312	NEW ENGLAND ASSET MANAGEMENT INC	$7.1M	98,480	0	NO CHANGE
313	Rafferty Asset Management, LLC	$7.1M	98,305	−38,368	TRIM
314	QRG CAPITAL MANAGEMENT, INC.	$7.0M	97,485	−10,459	TRIM
315	Sompo Asset Management Co., Ltd.	$6.9M	96,382	−4,240	TRIM
316	KEYBANK NATIONAL ASSOCIATION/OH	$6.9M	96,324	+10,596	ADD
317	Allworth Financial LP	$6.9M	96,263	−6,152	TRIM
318	SCHARF INVESTMENTS, LLC	$6.9M	96,169	−7,328	TRIM
319	Avanza Fonder AB	$6.8M	94,440	−8,191	TRIM
320	Private Advisor Group, LLC	$6.8M	94,085	+2,843	ADD
321	Taproot Management LP	$6.7M	93,028	−64,434	TRIM
322	KKM Financial LLC	$6.7M	84,056	0	NO CHANGE
323	Capital International Sarl	$6.6M	92,215	+16,984	ADD
324	Vivaldi Capital Management LP	$6.6M	91,700	−7,752	TRIM
325	Andra AP-fonden	$6.4M	89,487	−285,913	TRIM
326	Bellevue Group AG	$6.4M	89,363	−19,695	TRIM
327	Royal Fund Management, LLC	$6.3M	88,301	+20,472	ADD
328	Vontobel Holding Ltd.	$6.3M	88,187	+39,927	ADD
329	Stablepoint Partners, LLC	$6.3M	88,169	−3,782	TRIM
330	IMC-Chicago, LLC	$6.2M	86,636	−46,975	TRIM
331	ARDSLEY ADVISORY PARTNERS LP	$6.1M	85,000	0	NO CHANGE
332	BROWN ADVISORY INC	$6.1M	84,802	−3,637	TRIM
333	INTECH INVESTMENT MANAGEMENT LLC	$6.1M	84,776	−48,370	TRIM
334	Waverly Advisors, LLC	$6.0M	83,970	+3,050	ADD
335	St. Louis Trust Co	$5.9M	82,452	0	NO CHANGE
336	Oak Thistle LLC	$5.9M	81,973	+70,005	ADD
337	Quinn Opportunity Partners LLC	$5.9M	81,499	−29,500	TRIM
338	Verition Fund Management LLC	$5.8M	80,760	−6,636	TRIM
339	Continuum Advisory, LLC	$5.8M	80,736	+80,736	NEW
340	Midwest Trust Co	$5.8M	80,249	−1,983	TRIM
341	Norinchukin Bank, The	$5.8M	80,062	+319	ADD
342	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$5.7M	80,020	+80,020	NEW
343	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.7M	79,908	+29,724	ADD
344	Legacy CG, LLC	$5.7M	79,832	+1,000	ADD
345	Advisors Asset Management, Inc.	$5.7M	79,806	−46,129	TRIM
346	Vident Advisory, LLC	$5.7M	79,440	−14,601	TRIM
347	CHOREO, LLC	$5.7M	79,251	+5,894	ADD
348	Stamos Capital Partners, L.P.	$5.7M	78,722	+10,874	ADD
349	NewSquare Capital LLC	$5.6M	78,607	−1,201	TRIM
350	Beck Bode, LLC	$5.6M	77,796	+77,796	NEW
351	Kestra Advisory Services, LLC	$5.6M	77,785	+6,580	ADD
352	Pinnacle Financial Partners, Inc.	$5.6M	77,686	−4,363	TRIM
353	Snowden Capital Advisors LLC	$5.6M	77,560	−11,898	TRIM
354	Atria Investments, Inc	$5.5M	76,970	−4,061	TRIM
355	MIZUHO SECURITIES USA LLC	$5.5M	76,911	−15,521	TRIM
356	FIDUCIARY TRUST CO	$5.5M	76,405	+3,512	ADD
357	JANE STREET GROUP, LLC	$5.4M	75,453	−16,823	TRIM
358	Brevan Howard Capital Management LP	$5.4M	75,187	+61,929	ADD
359	Siemens Fonds Invest GmbH	$5.4M	75,110	+84	ADD
360	SIMPLEX TRADING, LLC	$5.3M	74,158	+27,987	ADD
361	MARCO INVESTMENT MANAGEMENT LLC	$5.3M	74,121	−490	TRIM
362	PANAGORA ASSET MANAGEMENT INC	$5.3M	73,862	+63,430	ADD
363	HENNESSY ADVISORS INC	$5.3M	73,400	−23,600	TRIM
364	HARTFORD INVESTMENT MANAGEMENT CO	$5.2M	72,460	−864	TRIM
365	Stanley-Laman Group, Ltd.	$5.2M	72,421	+1,981	ADD
366	DCM Advisors, LLC	$5.2M	72,169	−574	TRIM
367	ROMANO BROTHERS AND COMPANY	$5.1M	71,112	−500	TRIM
368	B. Metzler seel. Sohn & Co. AG	$5.1M	70,999	+567	ADD
369	GHP Investment Advisors, Inc.	$5.1M	70,708	+4,556	ADD
370	EP Wealth Advisors, LLC	$4.9M	68,584	−4,951	TRIM
371	Hillman Capital Management, Inc.	$4.8M	67,462	−4,223	TRIM
372	Arvest Bank Trust Division	$4.8M	66,945	+64,269	ADD
373	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.8M	66,750	+3,822	ADD
374	MEEDER ASSET MANAGEMENT INC	$4.7M	65,603	+9,300	ADD
375	Aptus Capital Advisors, LLC	$4.7M	65,442	+50,382	ADD
376	BURNEY CO/	$4.7M	65,241	−28,272	TRIM
377	Global Wealth Management Investment Advisory, Inc.	$4.7M	65,115	+1,014	ADD
378	Maryland State Retirement & Pension System	$4.5M	63,217	0	NO CHANGE
379	Steward Partners Investment Advisory, LLC	$4.5M	63,191	+2,335	ADD
380	J. Safra Sarasin Holding AG	$4.5M	63,109	+63,109	NEW
381	PARUS FINANCE (UK) Ltd	$4.5M	62,839	−1,310	TRIM
382	ABN AMRO INVESTMENT SOLUTIONS	$4.5M	62,245	+2,681	ADD
383	Merit Financial Group, LLC	$4.5M	61,999	+8,487	ADD
384	Capital Investment Advisors, LLC	$4.4M	61,904	−4,031	TRIM
385	CLOVERFIELDS CAPITAL GROUP, LP	$4.4M	61,769	−804	TRIM
386	Robeco Schweiz AG	$4.4M	61,761	−39,748	TRIM
387	BLAIR WILLIAM & CO/IL	$4.4M	61,734	−3,684	TRIM
388	Kintegral Advisory, LLC	$4.4M	61,479	−2,726	TRIM
389	COERENTE CAPITAL MANAGEMENT	$4.4M	60,599	−14,069	TRIM
390	Cinctive Capital Management LP	$4.3M	59,611	+12,857	ADD
391	PINNACLE ASSOCIATES LTD	$4.3M	59,600	−376	TRIM
392	OMERS ADMINISTRATION Corp	$4.2M	59,171	+13,418	ADD
393	Te Ahumairangi Investment Management Ltd	$4.2M	58,906	+5,650	ADD
394	BCV Asset Management Inc.	$4.2M	57,845	+954	ADD
395	Alexander Randolph Advisory, Inc.	$4.2M	57,822	+1,110	ADD
396	Caprock Group, LLC	$4.2M	57,813	−9,653	TRIM
397	Inlet Private Wealth, LLC	$4.1M	57,116	−4,150	TRIM
398	RWA WEALTH PARTNERS, LLC	$4.1M	56,887	+96	ADD
399	EVOLVE PRIVATE WEALTH, LLC	$4.1M	56,568	+3,426	ADD
400	Unison Advisors LLC	$4.0M	56,319	+462	ADD
401	World Investment Advisors	$4.0M	55,315	−18,094	TRIM
402	Econ Financial Services Corp	$4.0M	55,009	+18,992	ADD
403	Mubadala Investment Co PJSC	$3.9M	54,800	−94,969	TRIM
404	Sequoia Financial Advisors, LLC	$3.9M	54,113	−21,433	TRIM
405	Simplify Asset Management Inc.	$3.9M	54,013	−20,111	TRIM
406	Lido Advisors, LLC	$3.9M	53,876	+2,443	ADD
407	Summit Trail Advisors, LLC	$3.8M	53,374	+10,218	ADD
408	Moors & Cabot, Inc.	$3.8M	52,346	−46,567	TRIM
409	Empirical Finance, LLC	$3.8M	52,254	−78	TRIM
410	CULLINAN ASSOCIATES INC	$3.7M	51,231	+3,844	ADD
411	AG2R LA MONDIALE GESTION D'ACTIFS	$3.7M	51,210	−52	TRIM
412	LGT Fund Management Co Ltd.	$3.7M	50,850	+50,850	NEW
413	ASSOCIATED BANC-CORP	$3.6M	50,359	−2,171	TRIM
414	Lombard Odier Asset Management (Switzerland) SA	$3.6M	49,559	−3,600	TRIM
415	Savant Capital, LLC	$3.5M	49,050	+10,290	ADD
416	Vision Capital Management, Inc.	$3.5M	48,713	+974	ADD
417	Oak Asset Management, LLC	$3.5M	48,690	−150	TRIM
418	Plato Investment Management Ltd	$3.5M	48,563	−907	TRIM
419	Atlantic Union Bankshares Corp	$3.5M	48,454	−48,239	TRIM
420	New Age Alpha Advisors, LLC	$3.5M	48,055	−269	TRIM
421	PETTYJOHN, WOOD & WHITE, INC	$3.4M	48,036	−3,034	TRIM
422	Banque Cantonale Vaudoise	$3.4M	47,799	+19,925	ADD
423	Violich Capital Management, Inc.	$3.4M	47,697	−2,300	TRIM
424	Envestnet Portfolio Solutions, Inc.	$3.4M	47,388	−4,507	TRIM
425	Hills Bank & Trust Co	$3.3M	45,751	−5,036	TRIM
426	XML Financial, LLC	$3.3M	45,290	−1,914	TRIM
427	Orion Porfolio Solutions, LLC	$3.2M	45,188	−11,514	TRIM
428	Equitable Holdings, Inc.	$3.2M	41,482	−37,268	TRIM
429	HB Wealth Management, LLC	$3.2M	44,680	+3,821	ADD
430	Blume Capital Management, Inc.	$3.2M	44,359	+285	ADD
431	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	44,332	+766	ADD
432	REGIONS FINANCIAL CORP	$3.2M	44,099	−1,352	TRIM
433	ABLE Financial Group, LLC	$3.1M	43,824	−1,221	TRIM
434	E. Ohman J:or Asset Management AB	$3.1M	43,605	−1,300	TRIM
435	MEYER HANDELMAN CO	$3.1M	43,572	−4,500	TRIM
436	Apollon Wealth Management, LLC	$3.1M	43,558	−774	TRIM
437	LEUTHOLD GROUP, LLC	$3.1M	43,445	+687	ADD
438	COMMERCE BANK	$3.0M	42,459	+1,350	ADD
439	SouthState Bank Corp	$3.0M	42,314	+167	ADD
440	Ethic Inc.	$3.0M	42,068	+1,785	ADD
441	HUSSMAN STRATEGIC ADVISORS, INC.	$3.0M	42,000	0	NO CHANGE
442	Caption Management, LLC	$3.0M	42,000	+42,000	NEW
443	VISTA INVESTMENT PARTNERS LLC	$3.0M	41,699	+41,699	NEW
444	PRINCIPAL SECURITIES, INC.	$3.0M	41,146	+1,253	ADD
445	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.0M	41,140	+41,140	NEW
446	Metis Global Partners, LLC	$3.0M	41,125	−4,167	TRIM
447	Concord Wealth Partners	$2.9M	40,899	+2,871	ADD
448	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	40,708	+148	ADD
449	Vest Financial, LLC	$2.9M	40,455	−1,914	TRIM
450	Bleakley Financial Group, LLC	$2.9M	40,421	+1,203	ADD
451	Mitsubishi UFJ Trust & Banking Corp	$2.9M	40,104	+16,860	ADD
452	Carnegie Investment Counsel	$2.9M	40,061	−8,634	TRIM
453	DAVENPORT & Co LLC	$2.9M	40,151	−2,516	TRIM
454	Rock Springs Capital Management LP	$2.9M	40,000	+40,000	NEW
455	SALEM INVESTMENT COUNSELORS INC	$2.9M	39,945	−2,403	TRIM
456	NBT BANK, N.A.	$2.8M	39,680	−718	TRIM
457	Concord Asset Management, LLC/VA	$2.8M	39,568	+2,839	ADD
458	CIDEL ASSET MANAGEMENT INC	$2.8M	39,565	+5,467	ADD
459	Generali Asset Management SPA SGR	$2.8M	39,505	−13,619	TRIM
460	Westside Investment Management, Inc.	$2.8M	39,444	−6,365	TRIM
461	Paralel Advisors LLC	$2.8M	39,485	0	NO CHANGE
462	EXCALIBUR MANAGEMENT CORP	$2.8M	39,013	−236	TRIM
463	Dai-ichi Life Insurance Company, Ltd	$2.8M	38,989	−6,323	TRIM
464	Third View Private Wealth, LLC	$2.8M	38,783	+3,888	ADD
465	EXENCIAL WEALTH ADVISORS, LLC	$2.7M	38,212	−3,212	TRIM
466	Tower Research Capital LLC (TRC)	$2.7M	38,067	+5,508	ADD
467	Uncommon Cents Investing LLC	$2.7M	38,040	+475	ADD
468	FIRST CITIZENS BANK & TRUST CO	$2.7M	38,038	+2,266	ADD
469	Clearstead Advisors, LLC	$2.7M	37,925	+2,319	ADD
470	Vise Technologies, Inc.	$2.7M	34,151	0	NO CHANGE
471	Neumann Capital Management, LLC	$2.7M	37,651	+700	ADD
472	ALKEME WEALTH, LLC	$2.7M	37,580	−35	TRIM
473	Modera Wealth Management, LLC	$2.7M	37,116	−1,964	TRIM
474	North Dakota State Investment Board	$2.7M	37,103	−6,730	TRIM
475	1832 Asset Management L.P.	$2.7M	37,070	−391	TRIM
476	Kingsview Wealth Management, LLC	$2.7M	36,980	+973	ADD
477	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.6M	31,362	+18,393	ADD
478	FIRST MANHATTAN CO. LLC.	$2.6M	36,501	+1,687	ADD
479	Blue Capital, Inc.	$2.6M	36,381	−1,977	TRIM
480	PKO Investment Management Joint-Stock Co	$2.6M	36,300	+1,500	ADD
481	Manske Wealth Management	$2.6M	36,249	−280	TRIM
482	Sowell Financial Services LLC	$2.6M	36,166	+422	ADD
483	Dynamic Advisor Solutions LLC	$2.6M	36,004	−159	TRIM
484	Ellsworth Advisors, LLC	$2.6M	35,745	+3,604	ADD
485	Genus Capital Management Inc.	$2.6M	35,665	−43,500	TRIM
486	FOUNDERS FINANCIAL SECURITIES LLC	$2.6M	32,469	+1,835	ADD
487	CANANDAIGUA NATIONAL CORP	$2.6M	35,615	—	NO PRIOR
488	NORDEN GROUP LLC	$2.6M	35,599	+454	ADD
489	MUFG SECURITIES AMERICAS INC.	$2.5M	35,203	+1,004	ADD
490	TRUST CO OF TOLEDO NA /OH/	$2.5M	35,159	+698	ADD
491	Orca Investment Management, LLC	$2.5M	35,023	−114	TRIM
492	OPPENHEIMER & CO INC	$2.5M	34,862	−3,592	TRIM
493	COZAD ASSET MANAGEMENT INC	$2.5M	34,791	+25,451	ADD
494	CULBERTSON A N & CO INC	$2.5M	34,704	−3,930	TRIM
495	Portside Wealth Group, LLC	$2.5M	34,569	+2,594	ADD
496	PATRICK M SWEENEY & ASSOCIATES, INC	$2.5M	34,541	−168	TRIM
497	SECURIAN ASSET MANAGEMENT, INC	$2.5M	34,418	−100	TRIM
498	PATTON FUND MANAGEMENT, INC.	$2.5M	34,360	−58,150	TRIM
499	BENJAMIN EDWARDS INC	$2.4M	34,074	+9,050	ADD
500	STEPHENS INC /AR/	$2.4M	32,787	+2,921	ADD

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

Congress ↔ notable managers · CVS

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $49.0M held
Trimming: 4 Bridgewater Associates, Gotham Asset Management, Moore Capital Management, Sachem Head Capital $58.5M held

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

Merged timeline of congressional filings and notable-manager moves on CVS
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+513,806 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−418,924 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−103,401 sh
2026-05-15	Moore Capital Management 13F	EXIT	−350,000 sh
2026-05-15	Sachem Head Capital 13F	EXIT	−2,585,000 sh

7 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

56 members of Congress disclosed CVS — 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).