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 ↗
- 13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,760 holders are listed, largest first
- 3,760
- sum of the reported values across every holder; NULL values are excluded, never zero-filled
- $280B
- holders whose share count rose or who opened the position (new + add), by shares
- 1,915
- holders absent this quarter after holding last quarter — inferred from absence, not a sale record
- 203
Holders — quarter ended 2026-03-31
ranked by reported value · Δ shares vs 2025-12-31 · kind by shares| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $31.7B | 153,137,916 | +856,649 | ADD |
| 2 | BlackRock, Inc. | $29.9B | 144,720,031 | +3,429,634 | ADD |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $25.3B | 122,484,427 | — | NO PRIOR |
| 4 | BERKSHIRE HATHAWAY INC | $17.5B | 84,375,856 | −45,780,506 | TRIM |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $9.0B | 43,677,102 | +64,091 | ADD |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.8B | 42,313,738 | — | NO PRIOR |
| 7 | MORGAN STANLEY | $7.6B | 36,847,021 | +541,383 | ADD |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.5B | 36,118,480 | +81,636 | ADD |
| 9 | BANK OF AMERICA CORP /DE/ | $5.7B | 27,630,227 | +1,334,976 | ADD |
| 10 | Fisher Asset Management, LLC | $4.5B | 21,887,438 | +415,519 | ADD |
| 11 | JPMORGAN CHASE & CO | $4.3B | 20,344,106 | +1,375,988 | ADD |
| 12 | NORTHERN TRUST CORP | $4.2B | 20,277,273 | −514,066 | TRIM |
| 13 | WELLS FARGO & COMPANY/MN | $3.7B | 18,039,131 | +751,496 | ADD |
| 14 | FMR LLC | $3.6B | 17,268,309 | +7,130,044 | ADD |
| 15 | AMERIPRISE FINANCIAL INC | $3.6B | 17,153,083 | −839,623 | TRIM |
| 16 | Invesco Ltd. | $3.2B | 15,657,376 | −1,462,199 | TRIM |
| 17 | FRANKLIN RESOURCES INC | $3.2B | 15,621,284 | −1,398,222 | TRIM |
| 18 | Bank of New York Mellon Corp | $3.1B | 14,928,556 | −1,591,312 | TRIM |
| 19 | DIMENSIONAL FUND ADVISORS LP | $2.8B | 13,353,587 | −1,343,114 | TRIM |
| 20 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $2.8B | 13,334,215 | 0 | NO CHANGE |
| 21 | ROYAL BANK OF CANADA | $2.7B | 13,123,571 | +618,947 | ADD |
| 22 | Amundi | $2.5B | 12,185,436 | +349,416 | ADD |
| 23 | Capital World Investors | $2.2B | 10,852,533 | −636,278 | TRIM |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.2B | 10,567,863 | — | NO PRIOR |
| 25 | UBS Group AG | $2.2B | 10,494,969 | −1,060,624 | TRIM |
| 26 | GQG Partners LLC | $2.1B | 10,266,187 | +8,861,845 | ADD |
| 27 | Legal & General Group Plc | $2.1B | 10,105,540 | −108,367 | TRIM |
| 28 | Nuveen, LLC | $2.0B | 9,707,721 | +307,138 | ADD |
| 29 | RAYMOND JAMES FINANCIAL INC | $1.5B | 7,281,963 | +394,637 | ADD |
| 30 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 7,109,419 | −458,439 | TRIM |
| 31 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3B | 6,361,047 | −475,284 | TRIM |
| 32 | FAYEZ SAROFIM & CO | $1.3B | 6,167,767 | −144,378 | TRIM |
| 33 | DEUTSCHE BANK AG\ | $1.1B | 5,308,245 | +1,123,119 | ADD |
| 34 | ENVESTNET ASSET MANAGEMENT INC | $1.1B | 5,210,808 | +593,279 | ADD |
| 35 | Assenagon Asset Management S.A. | $1.1B | 5,148,756 | +2,936,081 | ADD |
| 36 | Mitsubishi UFJ Asset Management Co., Ltd. | $952M | 4,603,505 | +243,764 | ADD |
| 37 | Aristotle Capital Management, LLC | $936M | 4,526,223 | +3,925,137 | ADD |
| 38 | National Pension Service | $927M | 4,479,333 | +4,479,333 | NEW |
| 39 | Sumitomo Mitsui Trust Group, Inc. | $912M | 4,407,428 | −219,017 | TRIM |
| 40 | LPL Financial LLC | $900M | 4,352,184 | +218,175 | ADD |
| 41 | FIRST TRUST ADVISORS LP | $885M | 4,278,833 | +171,173 | ADD |
| 42 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $875M | 4,228,105 | +189,274 | ADD |
| 43 | Janus Henderson Group Ltd. | $865M | 4,181,809 | −695,236 | TRIM |
| 44 | MARSHALL WACE, LLP | $864M | 4,174,661 | +2,888,232 | ADD |
| 45 | Vanguard Global Advisers, LLC | $848M | 4,098,933 | — | NO PRIOR |
| 46 | Capital Wealth Planning, LLC | $800M | 3,865,516 | +1,121,376 | ADD |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD | $752M | 3,636,055 | +598,302 | ADD |
| 48 | BARCLAYS PLC | $750M | 3,622,624 | +625,088 | ADD |
| 49 | HSBC HOLDINGS PLC | $744M | 3,596,192 | −3,983,204 | TRIM |
| 50 | FEDERATED HERMES, INC. | $726M | 3,506,787 | +427,954 | ADD |
| 51 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $716M | 3,461,111 | +56,317 | ADD |
| 52 | VANGUARD ASSET MANAGEMENT, Ltd | $705M | 3,409,701 | — | NO PRIOR |
| 53 | HighTower Advisors, LLC | $667M | 3,221,753 | +233,638 | ADD |
| 54 | Neuberger Berman Group LLC | $663M | 3,203,190 | −376,907 | TRIM |
| 55 | PRINCIPAL FINANCIAL GROUP INC | $659M | 3,185,457 | +288,589 | ADD |
| 56 | STIFEL FINANCIAL CORP | $638M | 3,084,168 | −79,437 | TRIM |
| 57 | ACR Alpine Capital Research, LLC | $569M | 2,748,684 | +38,487 | ADD |
| 58 | ALLIANCEBERNSTEIN L.P. | $567M | 3,722,055 | +115,710 | ADD |
| 59 | BANK OF MONTREAL /CAN/ | $553M | 2,671,012 | −85,232 | TRIM |
| 60 | Capital Research Global Investors | $538M | 2,602,161 | −326,617 | TRIM |
| 61 | WELLINGTON MANAGEMENT GROUP LLP | $521M | 2,518,427 | +234,735 | ADD |
| 62 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $517M | 2,500,766 | +720,600 | ADD |
| 63 | Clearbridge Investments, LLC | $478M | 2,309,524 | −102,763 | TRIM |
| 64 | PRIMECAP MANAGEMENT CO/CA/ | $474M | 2,291,577 | −33,775 | TRIM |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $458M | 2,215,894 | −85,776 | TRIM |
| 66 | Corient Private Wealth LLC | $457M | 2,360,028 | −2,659,497 | TRIM |
| 67 | BAHL & GAYNOR INC | $439M | 2,123,532 | −77,042 | TRIM |
| 68 | AMERICAN CENTURY COMPANIES INC | $436M | 2,109,310 | −160,428 | TRIM |
| 69 | US BANCORP \DE\ | $431M | 2,082,917 | −50,562 | TRIM |
| 70 | JONES FINANCIAL COMPANIES LLLP | $428M | 2,031,200 | +985,904 | ADD |
| 71 | Qube Research & Technologies Ltd | $419M | 2,024,167 | +1,495,763 | ADD |
| 72 | RENAISSANCE TECHNOLOGIES LLC | $417M | 2,015,396 | −175,918 | TRIM |
| 73 | Ninety One UK Ltd | $417M | 2,014,575 | +1,596,929 | ADD |
| 74 | CITIGROUP INC | $408M | 1,971,341 | −56,403 | TRIM |
| 75 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $402M | 1,945,304 | +1,945,304 | NEW |
| 76 | Capital International Investors | $395M | 1,909,516 | −773,926 | TRIM |
| 77 | AVIVA PLC | $393M | 1,898,306 | +5,247 | ADD |
| 78 | LONDON CO OF VIRGINIA | $391M | 1,892,105 | −108,563 | TRIM |
| 79 | NEW YORK STATE COMMON RETIREMENT FUND | $386M | 1,865,450 | +73,565 | ADD |
| 80 | Ensign Peak Advisors, Inc | $374M | 1,807,527 | −130,159 | TRIM |
| 81 | Focus Partners Wealth | $365M | 1,765,073 | +42,903 | ADD |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $360M | 1,741,271 | +721,914 | ADD |
| 83 | MILLENNIUM MANAGEMENT LLC | $358M | 1,732,061 | −419,188 | TRIM |
| 84 | PRUDENTIAL FINANCIAL INC | $358M | 1,729,357 | −6,878 | TRIM |
| 85 | Baird Financial Group, Inc. | $347M | 1,679,158 | +1,679,158 | NEW |
| 86 | Mariner, LLC | $345M | 1,664,863 | +41,958 | ADD |
| 87 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $343M | 1,658,717 | −49,564 | TRIM |
| 88 | VOYA INVESTMENT MANAGEMENT LLC | $338M | 1,635,808 | −234,202 | TRIM |
| 89 | SCHRODER INVESTMENT MANAGEMENT GROUP | $335M | 1,587,512 | +336,119 | ADD |
| 90 | FIFTH THIRD BANCORP | $333M | 1,608,439 | +820,294 | ADD |
| 91 | Rockefeller Capital Management L.P. | $322M | 1,556,994 | +100,822 | ADD |
| 92 | AQR CAPITAL MANAGEMENT LLC | $309M | 1,492,785 | +235,808 | ADD |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $308M | 1,487,550 | +33,117 | ADD |
| 94 | ProShare Advisors LLC | $296M | 1,432,774 | −98,653 | TRIM |
| 95 | CITADEL ADVISORS LLC | $295M | 1,426,383 | −1,010,548 | TRIM |
| 96 | TRUIST FINANCIAL CORP | $281M | 1,356,222 | −12,388 | TRIM |
| 97 | Korea Investment CORP | $277M | 1,338,342 | −4,043 | TRIM |
| 98 | KEYBANK NATIONAL ASSOCIATION/OH | $274M | 1,325,537 | −149,173 | TRIM |
| 99 | Tidal Investments LLC | $274M | 1,315,882 | +986,983 | ADD |
| 100 | TWO SIGMA INVESTMENTS, LP | $273M | 1,317,560 | +1,279,270 | ADD |
| 101 | DJE Kapital AG | $270M | 1,276,816 | +1,276,816 | NEW |
| 102 | Russell Investments Group, Ltd. | $266M | 1,282,409 | +361,809 | ADD |
| 103 | Cerity Partners LLC | $259M | 1,251,179 | +46,786 | ADD |
| 104 | NewEdge Advisors, LLC | $251M | 1,212,537 | −122,319 | TRIM |
| 105 | Cetera Investment Advisers | $248M | 1,198,367 | +33,315 | ADD |
| 106 | Retirement Systems of Alabama | $237M | 1,145,808 | −4,577 | TRIM |
| 107 | TD ASSET MANAGEMENT INC | $236M | 1,138,417 | +39,162 | ADD |
| 108 | KING LUTHER CAPITAL MANAGEMENT CORP | $230M | 1,112,570 | −15,299 | TRIM |
| 109 | Connor, Clark & Lunn Investment Management Ltd. | $229M | 1,105,006 | +1,068,826 | ADD |
| 110 | 1832 Asset Management L.P. | $228M | 1,099,798 | +1,065,098 | ADD |
| 111 | COMMONWEALTH EQUITY SERVICES, LLC | $227M | 1,096,620 | −19,994 | TRIM |
| 112 | WORLDQUANT MILLENNIUM ADVISORS LLC | $226M | 1,092,532 | −160,384 | TRIM |
| 113 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $226M | 1,090,894 | +72,978 | ADD |
| 114 | SEI INVESTMENTS CO | $222M | 1,071,141 | +374,198 | ADD |
| 115 | NOMURA ASSET MANAGEMENT CO LTD | $219M | 1,060,784 | −4,650 | TRIM |
| 116 | Point72 Asset Management, L.P. | $217M | 1,047,256 | +1,047,256 | NEW |
| 117 | OSAIC HOLDINGS, INC. | $216M | 1,043,653 | +144,438 | ADD |
| 118 | Mirae Asset Global Investments Co., Ltd. | $214M | 1,036,287 | +72,645 | ADD |
| 119 | STATE OF WISCONSIN INVESTMENT BOARD | $212M | 1,025,556 | +27,103 | ADD |
| 120 | OMERS ADMINISTRATION Corp | $212M | 1,023,362 | +248,631 | ADD |
| 121 | Zurcher Kantonalbank (Zurich Cantonalbank) | $212M | 1,022,554 | +1,022,554 | NEW |
| 122 | 59 North Capital Management, LP | $212M | 1,022,484 | +1,022,484 | NEW |
| 123 | ROYAL LONDON ASSET MANAGEMENT LTD | $208M | 1,005,583 | −5,784 | TRIM |
| 124 | CIBC WORLD MARKET INC. | $206M | 995,292 | −92,385 | TRIM |
| 125 | Universal- Beteiligungs- und Servicegesellschaft mbH | $198M | 959,489 | +162,837 | ADD |
| 126 | M&T BANK CORP | $197M | 953,754 | −11,648 | TRIM |
| 127 | Mitsubishi UFJ Trust & Banking Corp | $197M | 952,573 | +28,504 | ADD |
| 128 | Asset Management One Co., Ltd. | $197M | 949,989 | +19,976 | ADD |
| 129 | Chevy Chase Trust Holdings, LLC | $195M | 941,593 | −36,942 | TRIM |
| 130 | GLENMEDE TRUST CO NA | $194M | 940,017 | −15,919 | TRIM |
| 131 | DAVENPORT & Co LLC | $190M | 914,824 | −215,245 | TRIM |
| 132 | KORNITZER CAPITAL MANAGEMENT INC /KS | $188M | 910,008 | −69,055 | TRIM |
| 133 | CIBC Bancorp USA Inc. | $188M | 907,393 | — | NO PRIOR |
| 134 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $187M | 901,505 | +3,123 | ADD |
| 135 | Creative Planning | $186M | 900,524 | +167,084 | ADD |
| 136 | Quantinno Capital Management LP | $186M | 899,637 | +221,211 | ADD |
| 137 | Haverford Trust Co | $186M | 897,154 | +41,747 | ADD |
| 138 | Vanguard Investments Australia, Ltd. | $185M | 892,579 | — | NO PRIOR |
| 139 | MACKENZIE FINANCIAL CORP | $182M | 880,328 | +222,891 | ADD |
| 140 | Cullen Capital Management, LLC | $181M | 876,053 | +5,275 | ADD |
| 141 | Empower Advisory Group, LLC | $181M | 873,185 | +43,125 | ADD |
| 142 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $178M | 1,031,783 | −326,968 | TRIM |
| 143 | BANK OF NOVA SCOTIA | $173M | 834,667 | +175,690 | ADD |
| 144 | KLP KAPITALFORVALTNING AS | $171M | 825,197 | +11,100 | ADD |
| 145 | FIL Ltd | $170M | 821,603 | −4,304 | TRIM |
| 146 | VICTORY CAPITAL MANAGEMENT INC | $170M | 819,874 | −1,239,567 | TRIM |
| 147 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $165M | 796,420 | −6,793 | TRIM |
| 148 | Aberdeen Group plc | $165M | 796,129 | +5,747 | ADD |
| 149 | REGIONS FINANCIAL CORP | $161M | 778,563 | −15,300 | TRIM |
| 150 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $160M | 772,243 | −29,207 | TRIM |
| 151 | Swiss Life Asset Management Ltd | $159M | 806,225 | +157,093 | ADD |
| 152 | Empowered Funds, LLC | $155M | 748,882 | +748,882 | NEW |
| 153 | Pictet Asset Management Holding SA | $154M | 742,006 | −157,077 | TRIM |
| 154 | BLAIR WILLIAM & CO/IL | $148M | 715,986 | +49,527 | ADD |
| 155 | Squarepoint Ops LLC | $146M | 707,076 | +251,980 | ADD |
| 156 | D. E. Shaw & Co., Inc. | $143M | 692,355 | +506,953 | ADD |
| 157 | Calamos Advisors LLC | $143M | 691,326 | +77,218 | ADD |
| 158 | JACOBS LEVY EQUITY MANAGEMENT, INC | $143M | 690,810 | −167,407 | TRIM |
| 159 | OPPENHEIMER ASSET MANAGEMENT INC. | $142M | 685,588 | −20,428 | TRIM |
| 160 | NATIONAL BANK OF CANADA /FI/ | $138M | 666,513 | −1,115,119 | TRIM |
| 161 | Bank Julius Baer & Co. Ltd, Zurich | $137M | 661,280 | +103,897 | ADD |
| 162 | State of New Jersey Common Pension Fund D | $136M | 656,841 | −5,142 | TRIM |
| 163 | CAPITAL ADVISORS INC/OK | $134M | 645,793 | +6,237 | ADD |
| 164 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $133M | 644,500 | −39,282 | TRIM |
| 165 | MERCER GLOBAL ADVISORS INC /ADV | $133M | 647,038 | −39,301 | TRIM |
| 166 | Holocene Advisors, LP | $133M | 643,613 | −72,220 | TRIM |
| 167 | JOHNSON INVESTMENT COUNSEL INC | $133M | 643,348 | −135,553 | TRIM |
| 168 | FIRST FINANCIAL BANKSHARES INC | $132M | 640,274 | +3,688 | ADD |
| 169 | Allianz Asset Management GmbH | $132M | 638,505 | +242,892 | ADD |
| 170 | CIBC Asset Management Inc | $131M | 634,856 | +2,417 | ADD |
| 171 | Advisors Capital Management, LLC | $130M | 628,058 | +21,158 | ADD |
| 172 | Resona Asset Management Co.,Ltd. | $130M | 625,008 | +6,851 | ADD |
| 173 | ADAMS NATURAL RESOURCES FUND, INC. | $127M | 614,724 | −9,000 | TRIM |
| 174 | Beacon Pointe Advisors, LLC | $127M | 612,936 | +90,644 | ADD |
| 175 | COMMERCE BANK | $125M | 603,977 | +51,731 | ADD |
| 176 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $124M | 601,183 | −147,850 | TRIM |
| 177 | Sumitomo Mitsui DS Asset Management Company, Ltd | $122M | 591,900 | −39,027 | TRIM |
| 178 | Epoch Investment Partners, Inc. | $118M | 568,186 | −13,081 | TRIM |
| 179 | DnB Asset Management AS | $117M | 565,998 | +53,123 | ADD |
| 180 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $116M | 560,366 | +45,052 | ADD |
| 181 | TORONTO DOMINION BANK | $113M | 547,536 | −114,669 | TRIM |
| 182 | EVERETT HARRIS & CO /CA/ | $112M | 540,496 | −8,026 | TRIM |
| 183 | Quilter Plc | $111M | 537,478 | +95,532 | ADD |
| 184 | JENNISON ASSOCIATES LLC | $111M | 534,696 | −501,806 | TRIM |
| 185 | BNP Paribas Asset Management Holding S.A. | $110M | 532,459 | −515,725 | TRIM |
| 186 | NISA INVESTMENT ADVISORS, LLC | $110M | 531,128 | −12,213 | TRIM |
| 187 | Arizona State Retirement System | $108M | 524,172 | −25,884 | TRIM |
| 188 | &PARTNERS | $108M | 523,104 | +2,592 | ADD |
| 189 | Steward Partners Investment Advisory, LLC | $107M | 517,057 | +22,575 | ADD |
| 190 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $106M | 512,189 | +27,262 | ADD |
| 191 | Czech National Bank | $106M | 510,517 | +11,437 | ADD |
| 192 | Artemis Investment Management LLP | $103M | 495,633 | +495,633 | NEW |
| 193 | MML INVESTORS SERVICES, LLC | $102M | 492,077 | −32,412 | TRIM |
| 194 | STATE OF MICHIGAN RETIREMENT SYSTEM | $101M | 489,639 | −5,900 | TRIM |
| 195 | Eurizon Capital SGR S.p.A. | $101M | 484,787 | +11,499 | ADD |
| 196 | HUNTINGTON NATIONAL BANK | $100M | 485,240 | +33,539 | ADD |
| 197 | Douglas Lane & Associates, LLC | $100M | 484,737 | −8,324 | TRIM |
| 198 | BRANDES INVESTMENT PARTNERS, LP | $100.0M | 483,160 | −101,444 | TRIM |
| 199 | Robeco Institutional Asset Management B.V. | $98.8M | 477,464 | −76,750 | TRIM |
| 200 | Quadrature Capital Ltd | $98.0M | 473,464 | +413,231 | ADD |
| 201 | Sanctuary Advisors, LLC | $97.7M | 472,061 | +75,399 | ADD |
| 202 | Daiwa Securities Group Inc. | $97.2M | 469,979 | +76,141 | ADD |
| 203 | LOS ANGELES CAPITAL MANAGEMENT LLC | $93.7M | 452,976 | +443,581 | ADD |
| 204 | TEACHER RETIREMENT SYSTEM OF TEXAS | $93.6M | 452,316 | −53,390 | TRIM |
| 205 | MetLife Investment Management, LLC | $90.6M | 437,986 | −15,428 | TRIM |
| 206 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $90.3M | 436,655 | −3,600 | TRIM |
| 207 | Allworth Financial LP | $89.1M | 430,632 | −3,506 | TRIM |
| 208 | Welch Group, LLC | $89.0M | 430,312 | +327 | ADD |
| 209 | WESTWOOD HOLDINGS GROUP INC | $88.6M | 428,422 | −50,860 | TRIM |
| 210 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $87.0M | 452,540 | −26,003 | TRIM |
| 211 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $86.4M | 417,430 | −47,023 | TRIM |
| 212 | D.A. DAVIDSON & CO. | $86.1M | 416,011 | +275 | ADD |
| 213 | Zurich Insurance Group Ltd/FI | $83.7M | 404,384 | +884 | ADD |
| 214 | Man Group plc | $83.3M | 402,843 | −57,756 | TRIM |
| 215 | WELCH & FORBES LLC | $82.9M | 400,536 | −7,159 | TRIM |
| 216 | CWM, LLC | $82.5M | 398,906 | +39,097 | ADD |
| 217 | Pinnacle Financial Partners, Inc. | $82.4M | 397,971 | −17,039 | TRIM |
| 218 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $81.5M | 393,783 | +1,731 | ADD |
| 219 | STALEY CAPITAL ADVISERS INC | $80.7M | 389,993 | −8,373 | TRIM |
| 220 | Vest Financial, LLC | $79.1M | 382,225 | +2,314 | ADD |
| 221 | WHITTIER TRUST CO | $78.9M | 396,607 | −36,284 | TRIM |
| 222 | Clark Capital Management Group, Inc. | $78.6M | 379,951 | +49,037 | ADD |
| 223 | UMB Bank, n.a. | $78.5M | 379,258 | −6,396 | TRIM |
| 224 | Capital Investment Advisors, LLC | $77.8M | 376,105 | +17,798 | ADD |
| 225 | IFM Investors Pty Ltd | $77.1M | 372,824 | +13,481 | ADD |
| 226 | Alyeska Investment Group, L.P. | $76.3M | 368,730 | +368,730 | NEW |
| 227 | Woodline Partners LP | $76.3M | 368,658 | +45,082 | ADD |
| 228 | FACTORY MUTUAL INSURANCE CO | $75.1M | 363,117 | +10,750 | ADD |
| 229 | NORDEA INVESTMENT MANAGEMENT AB | $75.1M | 352,799 | −135,683 | TRIM |
| 230 | Rafferty Asset Management, LLC | $75.0M | 362,588 | −13,068 | TRIM |
| 231 | GUGGENHEIM CAPITAL LLC | $72.8M | 351,794 | +31,350 | ADD |
| 232 | AE Wealth Management LLC | $72.2M | 349,096 | −181,502 | TRIM |
| 233 | Perpetual Ltd | $71.0M | 343,342 | +51,902 | ADD |
| 234 | Kestra Advisory Services, LLC | $71.0M | 343,030 | +16,625 | ADD |
| 235 | Maven Securities LTD | $69.9M | 337,838 | +337,838 | NEW |
| 236 | Union Bancaire Privee, UBP SA | $69.8M | 346,435 | +107,948 | ADD |
| 237 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $66.8M | 322,681 | −19,408 | TRIM |
| 238 | XPONANCE LLC | $66.6M | 321,737 | +59,310 | ADD |
| 239 | MUFG Securities EMEA plc | $65.1M | 314,649 | +171,056 | ADD |
| 240 | KCM INVESTMENT ADVISORS LLC | $65.1M | 314,600 | +634 | ADD |
| 241 | GATEWAY INVESTMENT ADVISERS LLC | $65.0M | 314,061 | −82,313 | TRIM |
| 242 | TUDOR INVESTMENT CORP ET AL | $64.9M | 313,717 | −304,226 | TRIM |
| 243 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $64.4M | 311,474 | −2,169 | TRIM |
| 244 | BRADLEY FOSTER & SARGENT INC/CT | $64.2M | 310,303 | +9,087 | ADD |
| 245 | QRG CAPITAL MANAGEMENT, INC. | $64.0M | 309,399 | +26,387 | ADD |
| 246 | Varma Mutual Pension Insurance Co | $63.8M | 308,436 | 0 | NO CHANGE |
| 247 | Gradient Investments LLC | $63.8M | 308,434 | −30,873 | TRIM |
| 248 | Utah Retirement Systems | $63.0M | 304,600 | −10,240 | TRIM |
| 249 | WATERS PARKERSON & CO., LLC | $61.9M | 299,063 | −7,078 | TRIM |
| 250 | Midwest Trust Co | $61.6M | 297,670 | −4,654 | TRIM |
| 251 | ZACKS INVESTMENT MANAGEMENT | $60.1M | 290,375 | −204 | TRIM |
| 252 | MAI Capital Management | $60.0M | 289,852 | +4,865 | ADD |
| 253 | Allspring Global Investments Holdings, LLC | $59.7M | 302,380 | +78,989 | ADD |
| 254 | Rakuten Investment Management, Inc. | $59.0M | 280,111 | +29,640 | ADD |
| 255 | Pathstone Holdings, LLC | $58.2M | 281,126 | +10,964 | ADD |
| 256 | Cresset Asset Management, LLC | $57.9M | 279,886 | +100,476 | ADD |
| 257 | Americana Partners, LLC | $57.5M | 278,095 | +14,089 | ADD |
| 258 | ING GROEP NV | $57.5M | 277,970 | +158,195 | ADD |
| 259 | Private Advisor Group, LLC | $56.6M | 273,515 | −5,612 | TRIM |
| 260 | NEOS Investment Management LLC | $56.4M | 272,812 | +7,304 | ADD |
| 261 | YOUSIF CAPITAL MANAGEMENT, LLC | $56.3M | 272,041 | −11,429 | TRIM |
| 262 | Banco Santander, S.A. | $56.1M | 271,279 | +19,646 | ADD |
| 263 | HANCOCK WHITNEY CORP | $56.0M | 277,698 | +277,698 | NEW |
| 264 | USS Investment Management Ltd | $56.0M | 270,642 | +10,663 | ADD |
| 265 | Rossmore Private Capital | $55.9M | 270,207 | −478 | TRIM |
| 266 | Stack Financial Management, Inc | $55.5M | 268,451 | −932 | TRIM |
| 267 | STEPHENS INC /AR/ | $55.5M | 268,036 | +7,568 | ADD |
| 268 | Hudson Bay Capital Management LP | $55.4M | 267,726 | +267,726 | NEW |
| 269 | GUYASUTA INVESTMENT ADVISORS INC | $54.3M | 262,496 | −2,057 | TRIM |
| 270 | CRAWFORD INVESTMENT COUNSEL INC | $54.3M | 262,470 | +10,673 | ADD |
| 271 | ZWJ INVESTMENT COUNSEL INC | $54.0M | 260,913 | +2,896 | ADD |
| 272 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $53.9M | 260,422 | +909 | ADD |
| 273 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $53.4M | 258,043 | +670 | ADD |
| 274 | CENTRAL SECURITIES CORP | $53.0M | 256,250 | 0 | NO CHANGE |
| 275 | BECKER CAPITAL MANAGEMENT INC | $52.4M | 253,375 | +1,642 | ADD |
| 276 | SCHWARTZ INVESTMENT COUNSEL INC | $52.2M | 252,067 | −16,000 | TRIM |
| 277 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $51.6M | 249,164 | +235 | ADD |
| 278 | Illinois Municipal Retirement Fund | $51.3M | 247,765 | +1,916 | ADD |
| 279 | Glenview Trust Co | $51.0M | 246,569 | −951 | TRIM |
| 280 | BOKF, NA | $50.0M | 241,825 | +36,536 | ADD |
| 281 | Investment Management Corp of Ontario | $49.9M | 241,104 | +72,265 | ADD |
| 282 | Atria Investments, Inc | $49.7M | 240,234 | +16,213 | ADD |
| 283 | WESBANCO BANK INC | $49.6M | 239,956 | −35,099 | TRIM |
| 284 | Trexquant Investment LP | $49.6M | 239,545 | +21,999 | ADD |
| 285 | Wealthfront Advisers LLC | $49.5M | 239,405 | +36,275 | ADD |
| 286 | BROWN ADVISORY INC | $49.0M | 236,614 | +981 | ADD |
| 287 | Vanguard Personalized Indexing Management, LLC | $48.8M | 236,061 | +13,628 | ADD |
| 288 | FOUNDATION RESOURCE MANAGEMENT INC | $48.8M | 235,897 | +2,441 | ADD |
| 289 | Federation des caisses Desjardins du Quebec | $48.3M | 233,369 | +102,485 | ADD |
| 290 | Lido Advisors, LLC | $48.1M | 232,503 | +9,555 | ADD |
| 291 | MANAGED ASSET PORTFOLIOS, LLC | $48.1M | 232,499 | +89,862 | ADD |
| 292 | SAPIENT CAPITAL LLC | $47.4M | 229,287 | −71,772 | TRIM |
| 293 | HM PAYSON & CO | $46.1M | 222,774 | +42,188 | ADD |
| 294 | KESTRA PRIVATE WEALTH SERVICES, LLC | $46.0M | 222,204 | +24,622 | ADD |
| 295 | COUNTRY TRUST BANK | $46.0M | 222,110 | +21,756 | ADD |
| 296 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $46.0M | 222,107 | −109,899 | TRIM |
| 297 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $45.9M | 221,668 | −181,093 | TRIM |
| 298 | ExodusPoint Capital Management, LP | $44.6M | 215,403 | +215,403 | NEW |
| 299 | Aware Super Pty Ltd as trustee of Aware Super | $44.4M | 214,687 | — | NO PRIOR |
| 300 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $44.4M | 214,624 | −2,179 | TRIM |
| 301 | Cannell & Spears LLC | $43.4M | 209,965 | −3,961 | TRIM |
| 302 | PANAGORA ASSET MANAGEMENT INC | $43.4M | 209,769 | −28,797 | TRIM |
| 303 | U.S. Capital Wealth Advisors, LLC | $43.2M | 208,655 | −4,659 | TRIM |
| 304 | MEYER HANDELMAN CO | $42.8M | 207,023 | −3,347 | TRIM |
| 305 | DODGE & COX | $42.4M | 205,109 | −7,605 | TRIM |
| 306 | LAZARD ASSET MANAGEMENT LLC | $42.1M | 203,477 | +8,662 | ADD |
| 307 | Mesirow Financial Investment Management, Inc. | $41.5M | 200,475 | +1,024 | ADD |
| 308 | CONNING INC. | $41.1M | 198,576 | −33,516 | TRIM |
| 309 | OPPENHEIMER & CO INC | $40.5M | 195,594 | −3,438 | TRIM |
| 310 | VILLERE ST DENIS J & CO LLC | $40.4M | 195,089 | −8,298 | TRIM |
| 311 | DONALDSON CAPITAL MANAGEMENT, LLC | $40.3M | 194,602 | +475 | ADD |
| 312 | WHITTIER TRUST CO OF NEVADA INC | $40.1M | 201,408 | −60,063 | TRIM |
| 313 | Advisors Asset Management, Inc. | $39.8M | 192,254 | −834 | TRIM |
| 314 | PINNACLE ASSOCIATES LTD | $39.6M | 191,322 | −1,977 | TRIM |
| 315 | IEQ CAPITAL, LLC | $39.5M | 190,738 | +31,627 | ADD |
| 316 | Clearstead Advisors, LLC | $39.3M | 190,097 | +19,557 | ADD |
| 317 | TD Waterhouse Canada Inc. | $39.2M | 199,129 | +62,462 | ADD |
| 318 | Aquatic Capital Management LLC | $39.0M | 188,667 | +132,263 | ADD |
| 319 | Argent Trust Co | $38.9M | 187,915 | +10,567 | ADD |
| 320 | HB Wealth Management, LLC | $38.8M | 187,340 | +1,318 | ADD |
| 321 | STOCK YARDS BANK & TRUST CO | $38.7M | 186,946 | −84,513 | TRIM |
| 322 | GM Advisory Group, LLC | $38.6M | 186,364 | +165,319 | ADD |
| 323 | PEAK6 LLC | $38.4M | 185,618 | +185,618 | NEW |
| 324 | AVITY INVESTMENT MANAGEMENT INC. | $38.4M | 185,443 | −4,022 | TRIM |
| 325 | AlTi Global, Inc. | $38.1M | 185,654 | +14,557 | ADD |
| 326 | CAMBIAR INVESTORS LLC | $37.8M | 182,697 | −155,329 | TRIM |
| 327 | ASSETMARK, INC | $37.7M | 182,419 | +14,578 | ADD |
| 328 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $37.6M | 181,600 | −29,816 | TRIM |
| 329 | American Assets Investment Management, LLC | $37.2M | 180,000 | 0 | NO CHANGE |
| 330 | Maple Capital Management, Inc. | $37.0M | 178,720 | +38 | ADD |
| 331 | FIRST NATIONAL BANK OF OMAHA | $36.8M | 176,217 | −23,843 | TRIM |
| 332 | Solus Alternative Asset Management LP | $36.8M | 177,723 | 0 | NO CHANGE |
| 333 | MACQUARIE GROUP LTD | $36.7M | 177,384 | −210,825 | TRIM |
| 334 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $36.4M | 176,126 | −48,938 | TRIM |
| 335 | Insight Wealth Strategies, LLC | $36.3M | 175,223 | −44,635 | TRIM |
| 336 | Verity & Verity, LLC | $35.6M | 171,981 | −46,619 | TRIM |
| 337 | HOWLAND CAPITAL MANAGEMENT LLC | $35.5M | 171,450 | +5,554 | ADD |
| 338 | FUKOKU MUTUAL LIFE INSURANCE CO | $35.3M | 170,766 | 0 | NO CHANGE |
| 339 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $35.1M | 169,844 | +169,844 | NEW |
| 340 | MARTINGALE ASSET MANAGEMENT L P | $34.8M | 168,279 | −5,680 | TRIM |
| 341 | Busey Bank | $34.4M | 166,160 | −95 | TRIM |
| 342 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $33.9M | 163,851 | +3,410 | ADD |
| 343 | Private Wealth Partners, LLC | $33.8M | 163,150 | −5,091 | TRIM |
| 344 | Concurrent Investment Advisors, LLC | $33.6M | 162,632 | +15,200 | ADD |
| 345 | Madison Asset Management, LLC | $33.5M | 162,088 | +2,220 | ADD |
| 346 | VIKING FUND MANAGEMENT LLC | $33.4M | 161,500 | +10,000 | ADD |
| 347 | EP Wealth Advisors, LLC | $33.4M | 161,443 | −1,266 | TRIM |
| 348 | Sequoia Financial Advisors, LLC | $33.3M | 160,718 | +3,966 | ADD |
| 349 | CREDIT AGRICOLE S A | $33.1M | 160,176 | −241,747 | TRIM |
| 350 | Orion Porfolio Solutions, LLC | $33.1M | 159,803 | −29,516 | TRIM |
| 351 | ASSOCIATED BANC-CORP | $33.0M | 159,494 | +758 | ADD |
| 352 | LGT Group Foundation | $32.9M | 158,904 | +3,486 | ADD |
| 353 | CENTRAL TRUST Co | $32.8M | 158,716 | −2,739 | TRIM |
| 354 | Carnegie Investment Counsel | $32.8M | 158,625 | −2,505 | TRIM |
| 355 | Talbot Financial, LLC | $32.7M | 157,887 | +2,186 | ADD |
| 356 | Grantham, Mayo, Van Otterloo & Co. LLC | $32.5M | 156,933 | −30,464 | TRIM |
| 357 | DIAMOND HILL CAPITAL MANAGEMENT INC | $31.9M | 154,154 | −135,995 | TRIM |
| 358 | Merit Financial Group, LLC | $31.8M | 153,801 | +16,164 | ADD |
| 359 | Aptus Capital Advisors, LLC | $31.6M | 152,848 | +89,036 | ADD |
| 360 | Ceredex Value Advisors LLC | $31.2M | 150,694 | −20,802 | TRIM |
| 361 | Azimuth Capital Investment Management LLC | $31.1M | 150,297 | +46,541 | ADD |
| 362 | Drummond Knight Asset Management Pty Ltd | $31.1M | 150,166 | +150,166 | NEW |
| 363 | Prospera Financial Services Inc | $30.8M | 148,911 | −2,935 | TRIM |
| 364 | Hemenway Trust Co LLC | $30.8M | 148,927 | −2,755 | TRIM |
| 365 | Quintet Private Bank (Europe) S.A. | $30.8M | 148,876 | −5,744 | TRIM |
| 366 | Capital International, Inc./CA/ | $30.8M | 148,674 | +89,574 | ADD |
| 367 | GODSEY & GIBB, INC | $30.5M | 147,318 | +11,503 | ADD |
| 368 | Vontobel Holding Ltd. | $30.4M | 147,106 | +43,149 | ADD |
| 369 | Waverly Advisors, LLC | $30.4M | 146,852 | +5,394 | ADD |
| 370 | Parallax Volatility Advisers, L.P. | $30.3M | 162,975 | +111,353 | ADD |
| 371 | Curi Capital, LLC | $30.0M | 145,006 | +55,550 | ADD |
| 372 | ARGENT CAPITAL MANAGEMENT LLC | $30.0M | 144,848 | −16,538 | TRIM |
| 373 | Annex Advisory Services, LLC | $29.9M | 144,609 | +1,437 | ADD |
| 374 | Evercore Wealth Management, LLC | $29.9M | 144,505 | −9,445 | TRIM |
| 375 | CHOREO, LLC | $29.6M | 143,205 | +3,568 | ADD |
| 376 | Nippon Life Global Investors Americas, Inc. | $29.4M | 142,190 | +106,760 | ADD |
| 377 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $29.2M | 140,947 | +66,125 | ADD |
| 378 | DEPRINCE RACE & ZOLLO INC | $29.1M | 140,791 | −51,375 | TRIM |
| 379 | Cohen Klingenstein LLC | $29.0M | 140,317 | −1,616 | TRIM |
| 380 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $29.0M | 140,227 | −30,300 | TRIM |
| 381 | FIRST NATIONAL TRUST CO | $29.0M | 140,153 | +9,554 | ADD |
| 382 | BANQUE PICTET & CIE SA | $28.7M | 138,704 | −31,567 | TRIM |
| 383 | Integrated Wealth Concepts LLC | $28.6M | 138,319 | +89,290 | ADD |
| 384 | Kingsview Wealth Management, LLC | $28.3M | 136,952 | +22,737 | ADD |
| 385 | CASTLEARK MANAGEMENT LLC | $28.3M | 136,550 | +136,550 | NEW |
| 386 | PARK NATIONAL CORP /OH/ | $28.0M | 135,293 | −6,812 | TRIM |
| 387 | TORRAY INVESTMENT PARTNERS LLC | $27.9M | 135,085 | −9,363 | TRIM |
| 388 | UniSuper Management Pty Ltd | $27.9M | 134,807 | −1,076 | TRIM |
| 389 | FIDUCIARY TRUST CO | $27.9M | 134,618 | −3,058 | TRIM |
| 390 | AIA Group Ltd | $27.8M | 134,586 | +18,589 | ADD |
| 391 | SUMMITRY LLC | $27.8M | 134,125 | +130,485 | ADD |
| 392 | ALPS ADVISORS INC | $27.7M | 133,892 | −33,344 | TRIM |
| 393 | NorthCrest Asset Manangement, LLC | $27.7M | 139,177 | −61,917 | TRIM |
| 394 | DAVIDSON INVESTMENT ADVISORS | $27.6M | 133,618 | −2,716 | TRIM |
| 395 | Envestnet Portfolio Solutions, Inc. | $27.6M | 133,410 | −88,940 | TRIM |
| 396 | ARS Wealth Advisors Group, LLC | $27.6M | 133,216 | +1,384 | ADD |
| 397 | BENJAMIN EDWARDS INC | $27.3M | 132,041 | +4,907 | ADD |
| 398 | LETKO, BROSSEAU & ASSOCIATES INC | $27.3M | 131,760 | −725 | TRIM |
| 399 | NS Partners Ltd | $27.3M | 131,741 | +131,741 | NEW |
| 400 | Norinchukin Bank, The | $27.2M | 131,547 | −2,259 | TRIM |
| 401 | Walleye Capital LLC | $27.2M | 131,535 | −91,169 | TRIM |
| 402 | LOWE BROCKENBROUGH & CO INC | $27.1M | 131,169 | +123 | ADD |
| 403 | Badgley Phelps Wealth Managers, LLC | $27.0M | 130,520 | −476 | TRIM |
| 404 | Brookstone Capital Management | $27.0M | 130,370 | −3,416 | TRIM |
| 405 | BLB&B Advisors, LLC | $26.3M | 127,132 | +1,925 | ADD |
| 406 | JANE STREET GROUP, LLC | $26.3M | 127,063 | −1,257,507 | TRIM |
| 407 | Smith Salley Wealth Management | $26.2M | 126,862 | +4,198 | ADD |
| 408 | Elo Mutual Pension Insurance Co | $26.1M | 126,180 | −52,161 | TRIM |
| 409 | Alley Investment Management Company, LLC | $26.1M | 126,166 | −1,211 | TRIM |
| 410 | Calamos Wealth Management LLC | $26.0M | 125,749 | +19,560 | ADD |
| 411 | CI INVESTMENTS INC. | $25.7M | 124,365 | −48,308 | TRIM |
| 412 | BAILARD, INC. | $25.6M | 123,855 | +16,850 | ADD |
| 413 | BROWN BROTHERS HARRIMAN & CO | $25.4M | 122,903 | +36,644 | ADD |
| 414 | MOODY LYNN LIEBERSON & WALKER, LLC | $25.2M | 121,803 | +30,286 | ADD |
| 415 | ABSHER WEALTH MANAGEMENT, LLC | $24.6M | 118,727 | −65,154 | TRIM |
| 416 | RPG Investment Advisory, LLC | $24.6M | 118,690 | −22,824 | TRIM |
| 417 | Buckley Wealth Management, LLC | $24.4M | 118,129 | −2,096 | TRIM |
| 418 | CLG LLC | $24.3M | 117,686 | −29,948 | TRIM |
| 419 | ANCHOR CAPITAL ADVISORS LLC | $24.3M | 117,565 | +375 | ADD |
| 420 | Tower Research Capital LLC (TRC) | $24.2M | 117,132 | +54,525 | ADD |
| 421 | COLRAIN CAPITAL LLC | $24.1M | 116,409 | +19,258 | ADD |
| 422 | Rokos Capital Management LLP | $24.1M | 116,387 | −423,113 | TRIM |
| 423 | GRANDFIELD & DODD, LLC | $23.9M | 115,506 | −264 | TRIM |
| 424 | NFJ INVESTMENT GROUP, LLC | $23.9M | 115,459 | −17,505 | TRIM |
| 425 | Atlantic Union Bankshares Corp | $23.9M | 115,400 | −2,289 | TRIM |
| 426 | SteelPeak Wealth, LLC | $23.9M | 115,336 | −8,447 | TRIM |
| 427 | LMCG INVESTMENTS, LLC | $23.7M | 114,597 | +5,027 | ADD |
| 428 | WOODMONT INVESTMENT COUNSEL LLC | $23.7M | 114,378 | +1,695 | ADD |
| 429 | Metis Global Partners, LLC | $23.7M | 114,328 | −2,973 | TRIM |
| 430 | KANAWHA CAPITAL MANAGEMENT LLC | $23.5M | 113,803 | +78 | ADD |
| 431 | MIZUHO SECURITIES USA LLC | $23.4M | 113,323 | −24,492 | TRIM |
| 432 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $23.2M | 112,121 | +106,543 | ADD |
| 433 | Wilmington Savings Fund Society, FSB | $23.1M | 111,875 | −2,216 | TRIM |
| 434 | GREAT LAKES ADVISORS, LLC | $23.0M | 111,313 | −83,060 | TRIM |
| 435 | Mediolanum International Funds Ltd | $23.0M | 109,018 | +11,268 | ADD |
| 436 | FARMERS & MERCHANTS INVESTMENTS INC | $22.7M | 109,712 | +692 | ADD |
| 437 | Miramar Capital, LLC | $22.5M | 108,758 | −3,332 | TRIM |
| 438 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $22.3M | 107,824 | +100,940 | ADD |
| 439 | MEEDER ASSET MANAGEMENT INC | $22.3M | 107,675 | +106,895 | ADD |
| 440 | Richard C. Young & CO., LTD. | $22.1M | 106,925 | +1,082 | ADD |
| 441 | HARTFORD INVESTMENT MANAGEMENT CO | $22.1M | 106,774 | −2,505 | TRIM |
| 442 | Crossmark Global Holdings, Inc. | $22.1M | 106,723 | — | NO PRIOR |
| 443 | Jump Financial, LLC | $22.1M | 106,714 | +104,492 | ADD |
| 444 | SouthState Bank Corp | $22.0M | 106,461 | +4,351 | ADD |
| 445 | Boston Trust Walden Corp | $22.0M | 106,428 | −10,630 | TRIM |
| 446 | Osmosis Investment Management UK Ltd | $21.9M | 105,635 | −7,340 | TRIM |
| 447 | PARSONS CAPITAL MANAGEMENT INC/RI | $21.7M | 105,038 | +17,343 | ADD |
| 448 | One Capital Management, LLC | $21.7M | 104,913 | +2,014 | ADD |
| 449 | Apollon Wealth Management, LLC | $21.6M | 104,285 | +10,733 | ADD |
| 450 | Crewe Advisors LLC | $21.6M | 104,185 | −10,156 | TRIM |
| 451 | DDD Partners, LLC | $21.5M | 104,035 | −22,720 | TRIM |
| 452 | Ninety One SA (PTY) Ltd | $21.4M | 102,180 | +102,180 | NEW |
| 453 | Equitable Holdings, Inc. | $21.4M | 126,276 | +44,981 | ADD |
| 454 | Dynamic Advisor Solutions LLC | $21.4M | 103,287 | −2,788 | TRIM |
| 455 | Telos Capital Management, Inc. | $21.3M | 103,076 | −4,950 | TRIM |
| 456 | SKBA CAPITAL MANAGEMENT LLC | $21.2M | 102,515 | −10,340 | TRIM |
| 457 | COMMUNITY TRUST & INVESTMENT CO | $21.0M | 101,432 | +2,716 | ADD |
| 458 | Guinness Asset Management LTD | $20.8M | 100,592 | +27,968 | ADD |
| 459 | BARINGS LLC | $20.8M | 100,446 | +8,048 | ADD |
| 460 | Evelyn Partners Investment Management LLP | $20.7M | 100,111 | −3,618 | TRIM |
| 461 | Willis Investment Counsel | $20.7M | 99,995 | 0 | NO CHANGE |
| 462 | NORTHEAST INVESTMENT MANAGEMENT | $20.6M | 99,771 | −2,560 | TRIM |
| 463 | FLPUTNAM INVESTMENT MANAGEMENT CO | $20.6M | 99,695 | +667 | ADD |
| 464 | National Mutual Insurance Federation of Agricultural Cooperatives | $20.5M | 99,000 | 0 | NO CHANGE |
| 465 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $20.3M | 98,282 | +98,282 | NEW |
| 466 | Mengis Capital Management, Inc. | $20.3M | 97,984 | −379 | TRIM |
| 467 | INTACT INVESTMENT MANAGEMENT INC. | $20.1M | 97,262 | +200 | ADD |
| 468 | Brevan Howard Capital Management LP | $20.1M | 97,185 | +95,331 | ADD |
| 469 | Moors & Cabot, Inc. | $20.1M | 97,107 | −2,794 | TRIM |
| 470 | First Nebraska Trust Co | $20.0M | 96,557 | — | NO PRIOR |
| 471 | Vestmark Advisory Solutions, Inc. | $19.9M | 96,077 | +18,265 | ADD |
| 472 | Aventail Capital Group, LP | $19.8M | 95,560 | −77,758 | TRIM |
| 473 | BALYASNY ASSET MANAGEMENT L.P. | $19.7M | 95,276 | −698,027 | TRIM |
| 474 | Palisade Asset Management, LLC | $19.5M | 94,441 | −344 | TRIM |
| 475 | Maryland State Retirement & Pension System | $19.5M | 94,370 | +587 | ADD |
| 476 | Savant Capital, LLC | $19.5M | 94,183 | +9,728 | ADD |
| 477 | Turas Capital Management LP | $19.3M | 93,500 | +93,500 | NEW |
| 478 | ABN AMRO INVESTMENT SOLUTIONS | $19.3M | 93,130 | +20,331 | ADD |
| 479 | TD PRIVATE CLIENT WEALTH LLC | $19.2M | 92,800 | +92,800 | NEW |
| 480 | Mutual Advisors, LLC | $19.2M | 92,784 | +901 | ADD |
| 481 | TCV Trust & Wealth Management, Inc. | $19.2M | 92,750 | −1,500 | TRIM |
| 482 | FIRST CITIZENS BANK & TRUST CO | $19.1M | 92,391 | −1,386 | TRIM |
| 483 | Mirador Capital Partners LP | $19.1M | 92,344 | −16,617 | TRIM |
| 484 | DAYMARK WEALTH PARTNERS, LLC | $19.0M | 91,788 | −4,853 | TRIM |
| 485 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $18.9M | 91,489 | −4,433 | TRIM |
| 486 | Southeast Asset Advisors, LLC | $18.8M | 90,994 | +32 | ADD |
| 487 | Moran Wealth Management, LLC | $18.7M | 90,406 | −3,778 | TRIM |
| 488 | SHELTON CAPITAL MANAGEMENT | $18.7M | 90,347 | −18,610 | TRIM |
| 489 | UNITED BANK | $18.7M | 90,269 | −5,358 | TRIM |
| 490 | New Age Alpha Advisors, LLC | $18.6M | 89,913 | +52,180 | ADD |
| 491 | ATALANTA SOSNOFF CAPITAL, LLC | $18.6M | 89,771 | +32,271 | ADD |
| 492 | EAGLE GLOBAL ADVISORS LLC | $18.6M | 89,706 | −71 | TRIM |
| 493 | Goelzer Investment Management, Inc. | $18.4M | 88,978 | +659 | ADD |
| 494 | Bleakley Financial Group, LLC | $18.4M | 88,844 | +9,382 | ADD |
| 495 | Geneos Wealth Management Inc. | $18.4M | 88,781 | −3,029 | TRIM |
| 496 | Stratos Wealth Partners, LTD. | $18.3M | 88,658 | +4,092 | ADD |
| 497 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $18.3M | 88,648 | +1,536 | ADD |
| 498 | CARRET ASSET MANAGEMENT, LLC | $18.1M | 87,608 | −5,268 | TRIM |
| 499 | NOMURA HOLDINGS INC | $18.1M | 87,242 | +58,364 | ADD |
| 500 | GENERAL AMERICAN INVESTORS CO INC | $17.9M | 86,391 | 0 | NO CHANGE |
Congress ↔ notable managers · CVX
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 2 John Boozman R–AR, Tommy Tuberville R–AL $3K–$45K
- Sellers
- 3 Alan Armstrong R–OK, Michael Guest R–MS-3, Michael T. McCaul R–TX-10 $102K–$280K
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Bridgewater Associates $10.1M held
- Trimming
- 3 Berkshire Hathaway, Tudor Investment Corp, Moore Capital Management $17.5B held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CHEVRON CORPORATION
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-17 | John Boozman Congress | BUY | $1K–$15K |
| 2026-08-17 | John Boozman Congress | BUY | $1K–$15K |
| 2026-08-14 | Michael Guest Congress | SELL | $1K–$15K |
| 2026-08-05 | Tommy Tuberville Congress | BUY | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | SELL | $1K–$15K |
| 2026-07-08 | Michael T. McCaul Congress | SELL | $100K–$250K |
| 2026-05-15 | Gotham Asset Management 13F | ADD | +18,206 sh |
| 2026-05-15 | Bridgewater Associates 13F | NEW | +2,827 sh |
| 2026-05-15 | Berkshire Hathaway 13F | TRIM | −45,780,506 sh |
| 2026-05-15 | Tudor Investment Corp 13F | TRIM | −304,226 sh |
| 2026-05-15 | Moore Capital Management 13F | EXIT | −100,000 sh |
11 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
77 members of Congress disclosed CVX — 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).