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 ↗

DEERE & CO · COM · quarter ended 2026-03-31 · 29 members disclosed DE ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,149 holders are listed, largest first
2,149
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$95.7B
holders whose share count rose or who opened the position (new + add), by shares
933
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
143
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of DE ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$10.3B18,315,823−593,426TRIM
2VANGUARD CAPITAL MANAGEMENT LLC$9.3B16,525,075—NO PRIOR
3Capital World Investors$6.9B12,272,894+2,680,890ADD
4STATE STREET CORP$6.0B10,611,381+125,432ADD
5JPMORGAN CHASE & CO$5.3B9,490,443−121,704TRIM
6FMR LLC$3.7B6,529,794+489,607ADD
7GEODE CAPITAL MANAGEMENT, LLC$3.2B5,685,963+85,411ADD
8MORGAN STANLEY$2.4B4,249,565−1,489TRIM
9VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B3,749,988—NO PRIOR
10GATES FOUNDATION TRUST$2.0B3,557,3780NO CHANGE
11STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.6B2,803,405−35,568TRIM
12BANK OF AMERICA CORP /DE/$1.6B2,782,402+7,918ADD
13NORTHERN TRUST CORP$1.5B2,708,753−48,840TRIM
14DIMENSIONAL FUND ADVISORS LP$1.1B1,945,820−56,908TRIM
15PARNASSUS INVESTMENTS, LLC$1.1B1,888,448−753,569TRIM
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.0B1,822,773+165,367ADD
17Capital International Investors$960M1,703,509+1,703,509NEW
18WELLINGTON MANAGEMENT GROUP LLP$944M1,675,934−760,789TRIM
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$914M1,622,719+19,331ADD
20UBS Group AG$879M1,560,588+963ADD
21Legal & General Group Plc$874M1,552,117−54,349TRIM
22Bank of New York Mellon Corp$855M1,517,174−80,624TRIM
23VANGUARD FIDUCIARY TRUST CO$801M1,421,484—NO PRIOR
24LOOMIS SAYLES & CO L P$774M1,374,811−5,571TRIM
25Invesco Ltd.$733M1,300,761−384,741TRIM
26ROYAL BANK OF CANADA$711M1,262,146+106,349ADD
27Nuveen, LLC$695M1,233,764+30,666ADD
28Rothschild & Co Wealth Management UK Ltd$673M1,194,008−10,240TRIM
29Janus Henderson Group Ltd.$634M1,125,886−34,643TRIM
30WELLS FARGO & COMPANY/MN$570M1,011,816+33,498ADD
31Amundi$547M970,693+149,224ADD
32MARKEL GROUP INC.$495M877,9000NO CHANGE
33RAYMOND JAMES FINANCIAL INC$484M861,523−23,949TRIM
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$480M851,611+13,398ADD
35ALLIANCEBERNSTEIN L.P.$430M924,543−85,332TRIM
36Swiss National Bank$425M754,040+50,280ADD
37MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$421M746,840+101,022ADD
38Sumitomo Mitsui Trust Group, Inc.$414M735,324−57,780TRIM
39PRINCIPAL FINANCIAL GROUP INC$390M692,370−81,706TRIM
40DEUTSCHE BANK AG\$390M691,920−62,913TRIM
41National Pension Service$356M631,432+631,432NEW
42Corient Private Wealth LLC$352M647,766−529,714TRIM
43TD ASSET MANAGEMENT INC$339M602,498+205,446ADD
44Mitsubishi UFJ Asset Management Co., Ltd.$325M576,538+41,344ADD
45CITADEL ADVISORS LLC$320M568,058+460,066ADD
46Stockbridge Partners LLC$318M564,933−213,262TRIM
47Vanguard Global Advisers, LLC$311M551,801—NO PRIOR
48ENVESTNET ASSET MANAGEMENT INC$301M533,584+9,485ADD
49First Eagle Investment Management, LLC$300M533,025+10,812ADD
50HARRIS ASSOCIATES L P$292M518,490−2,616,555TRIM
51BAILLIE GIFFORD & CO$284M505,017−19,769TRIM
52HSBC HOLDINGS PLC$273M487,181−547,631TRIM
53LPL Financial LLC$260M462,151+10,988ADD
54VANGUARD ASSET MANAGEMENT, Ltd$242M429,871—NO PRIOR
55STIFEL FINANCIAL CORP$239M423,985−2,210TRIM
56AMERIPRISE FINANCIAL INC$238M421,758−12,705TRIM
57FRANKLIN RESOURCES INC$226M401,970−30,475TRIM
58SCHRODER INVESTMENT MANAGEMENT GROUP$207M373,108+5,145ADD
59NORDEA INVESTMENT MANAGEMENT AB$196M352,978−116,010TRIM
60AMERICAN CENTURY COMPANIES INC$188M333,501+55,461ADD
61Douglass Winthrop Advisors, LLC$181M321,034+10ADD
62Pictet Asset Management Holding SA$176M313,247−49,480TRIM
63NEW YORK STATE COMMON RETIREMENT FUND$168M297,663+46ADD
64DIAMOND HILL CAPITAL MANAGEMENT INC$163M289,981−251,590TRIM
65Neuberger Berman Group LLC$158M280,305+44,947ADD
66Aberdeen Group plc$156M276,594+7,608ADD
67FIFTH THIRD BANCORP$151M267,308+38,910ADD
68Universal- Beteiligungs- und Servicegesellschaft mbH$150M267,550−42,433TRIM
69HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$148M262,210−42,460TRIM
70Clearbridge Investments, LLC$142M252,680−112,609TRIM
71BANK OF MONTREAL /CAN/$142M251,565−41,530TRIM
72BRISTOL JOHN W & CO INC /NY/$131M233,300−3,123TRIM
73US BANCORP \DE\$130M230,797−3,836TRIM
74STOREBRAND ASSET MANAGEMENT AS$128M227,740—NO PRIOR
75HighTower Advisors, LLC$127M224,993+473ADD
76AVIVA PLC$127M224,896+6,455ADD
77Swedbank AB$123M218,796−29,483TRIM
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$121M215,359−3,368TRIM
79BARTLETT & CO. WEALTH MANAGEMENT LLC$118M202,775−9,597TRIM
80VOYA INVESTMENT MANAGEMENT LLC$116M206,359−3,358TRIM
81NATIONAL BANK OF CANADA /FI/$113M201,264+19,604ADD
82CANADA PENSION PLAN INVESTMENT BOARD$113M200,455+169,873ADD
83TRUIST FINANCIAL CORP$113M200,304−13,099TRIM
84CITIGROUP INC$111M197,634−24,131TRIM
85Tidal Investments LLC$111M197,377−39,923TRIM
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$109M192,858−42,577TRIM
87HOMESTEAD ADVISERS CORP$105M187,448−2,000TRIM
88Amova Asset Management Americas, Inc.$105M187,073−32,918TRIM
89PRUDENTIAL FINANCIAL INC$104M184,984+4,147ADD
90RENAISSANCE TECHNOLOGIES LLC$102M181,942−798TRIM
91D. E. Shaw & Co., Inc.$102M180,665−4,611TRIM
92Cerity Partners LLC$96.2M170,767+4,967ADD
93VICTORY CAPITAL MANAGEMENT INC$95.4M169,316−38,991TRIM
94LAZARD ASSET MANAGEMENT LLC$95.0M168,587−28,205TRIM
95KLP KAPITALFORVALTNING AS$91.6M162,189+1,640ADD
96ADAGE CAPITAL PARTNERS GP, L.L.C.$91.6M162,564−18,550TRIM
97Mariner, LLC$90.6M160,856+18,043ADD
98PFA Pension, Forsikringsaktieselskab$90.2M160,078+160,078NEW
99MACKENZIE FINANCIAL CORP$89.3M158,522−19,860TRIM
1001832 Asset Management L.P.$88.0M156,246−249TRIM
101Korea Investment CORP$87.4M155,229+4,184ADD
102Freestone Grove Partners LP$85.8M152,276+152,276NEW
103Capital International, Inc./CA/$84.8M150,505+38,747ADD
104Cetera Investment Advisers$84.1M149,219+3,855ADD
105ABN AMRO INVESTMENT SOLUTIONS$84.0M149,148−47,410TRIM
106BLAIR WILLIAM & CO/IL$83.2M147,623+15,934ADD
107Ensign Peak Advisors, Inc$82.8M147,000−11,563TRIM
108Quantinno Capital Management LP$82.7M146,849+12,910ADD
109COMMONWEALTH EQUITY SERVICES, LLC$82.5M146,397−5,643TRIM
110BOWEN HANES & CO INC$80.8M143,367+120ADD
111ROYAL LONDON ASSET MANAGEMENT LTD$80.7M143,272−1,051TRIM
112M&T BANK CORP$80.1M142,270−3,734TRIM
113Capital Research Global Investors$78.8M139,849−2,858TRIM
114Sarasin & Partners LLP$78.5M139,415−169,594TRIM
115APG Asset Management N.V.$78.3M160,259+4,117ADD
116STATE OF WISCONSIN INVESTMENT BOARD$77.5M137,512+4,519ADD
117NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$76.9M136,495+3,759ADD
118WESTWOOD HOLDINGS GROUP INC$76.4M135,700−6,868TRIM
119DANSKE BANK A/S$74.9M132,931+3,226ADD
120HARDING LOEVNER LP$74.5M132,254−10,089TRIM
121CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$74.3M131,988+131,988NEW
122JUPITER ASSET MANAGEMENT LTD$72.4M131,803+131,803NEW
123Vanguard Investments Australia, Ltd.$71.9M127,616—NO PRIOR
124Chevy Chase Trust Holdings, LLC$71.7M127,277−3,268TRIM
125Mitsubishi UFJ Trust & Banking Corp$69.3M122,963−20,905TRIM
126ZACKS INVESTMENT MANAGEMENT$68.9M122,286+3,105ADD
127DnB Asset Management AS$68.3M121,330+2,032ADD
128Asset Management One Co., Ltd.$68.2M121,139+9,668ADD
129SEI INVESTMENTS CO$67.4M119,585−28,746TRIM
130Zurcher Kantonalbank (Zurich Cantonalbank)$67.2M119,250+119,250NEW
131TD Waterhouse Canada Inc.$66.5M116,925+93,658ADD
132BANK OF NOVA SCOTIA$64.9M115,265+64,747ADD
133Eurizon Capital SGR S.p.A.$63.7M113,162+4,444ADD
134BCV Asset Management Inc.$62.8M111,501−6,816TRIM
135COMMERCE BANK$62.5M110,980+1,995ADD
136BNP Paribas Asset Management Holding S.A.$62.3M110,525−5,351TRIM
137Holocene Advisors, LP$60.7M107,711+107,711NEW
138TOCQUEVILLE ASSET MANAGEMENT L.P.$59.4M105,456−268TRIM
139CREDIT AGRICOLE S A$59.2M105,172−11,917TRIM
140Rockefeller Capital Management L.P.$59.0M104,738+7,432ADD
141Wilkinson Global Asset Management LLC$58.6M104,077−6,613TRIM
142Creative Planning$58.6M104,065+8,853ADD
143Kestra Advisory Services, LLC$58.0M103,042+6,265ADD
144NISA INVESTMENT ADVISORS, LLC$58.0M102,722−1,235TRIM
145OSAIC HOLDINGS, INC.$55.4M98,170+6,396ADD
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$55.0M97,652+117ADD
147UniSuper Management Pty Ltd$54.8M97,254−11,852TRIM
148Capital International Sarl$53.8M95,506+20,208ADD
149Focus Partners Wealth$52.5M93,220−96,338TRIM
150Sterling Capital Management LLC$52.1M92,441−16,259TRIM
151NOMURA ASSET MANAGEMENT CO LTD$51.3M91,016+2,920ADD
152CORDA Investment Management, LLC.$50.7M90,016−3,968TRIM
153State of New Jersey Common Pension Fund D$49.9M88,631−303TRIM
154Spectrum Financial Alliance Ltd LLC$49.9M88,561+3,210ADD
155River Road Asset Management, LLC$47.3M83,982−99,276TRIM
156VOLORIDGE INVESTMENT MANAGEMENT, LLC$47.3M83,906+83,906NEW
157Federation des caisses Desjardins du Quebec$46.7M82,983+2,895ADD
158Lansforsakringar Fondforvaltning AB (publ)$46.4M82,424+237ADD
159Resona Asset Management Co.,Ltd.$45.6M81,170+1,403ADD
160D.A. DAVIDSON & CO.$45.4M80,570−2,206TRIM
161Zurich Insurance Group Ltd/FI$45.4M80,537+80,537NEW
162BANQUE PICTET & CIE SA$43.2M76,629−238TRIM
163Calamos Advisors LLC$42.9M76,146+25,527ADD
164TORONTO DOMINION BANK$42.6M75,537−46,127TRIM
165Triodos Investment Management BV$42.5M75,500−350TRIM
166CIBC WORLD MARKET INC.$42.4M75,234+9,190ADD
167Tredje AP-fonden$41.9M74,437+74,437NEW
168Mirae Asset Global Investments Co., Ltd.$41.9M74,315+14,713ADD
169Banque Transatlantique SA$41.5M73,288+4,226ADD
170PRIMECAP MANAGEMENT CO/CA/$40.9M72,6700NO CHANGE
171GATEWAY INVESTMENT ADVISERS LLC$40.6M72,161+516ADD
172BERKSHIRE ASSET MANAGEMENT LLC/PA$40.6M72,147+581ADD
173NATIXIS$40.5M71,860+71,860NEW
174Arizona State Retirement System$39.7M70,392−1,838TRIM
175CIBC Bancorp USA Inc.$39.5M70,107—NO PRIOR
176NISSAY ASSET MANAGEMENT CORP /JAPAN$39.0M69,195−62,849TRIM
177Czech National Bank$38.7M68,658+2,366ADD
178Minneapolis Portfolio Management Group, LLC$38.4M68,182+302ADD
179AQR CAPITAL MANAGEMENT LLC$37.5M67,374−10,041TRIM
180Temasek Holdings (Private) Ltd$37.3M66,141+66,141NEW
181Madison Asset Management, LLC$36.3M64,509−33,628TRIM
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36.0M100,267+2,350ADD
183Norinchukin Bank, The$36.0M63,873−11,984TRIM
184Lido Advisors, LLC$34.9M61,760−7,516TRIM
185CIBC Asset Management Inc$34.8M61,867+1,011ADD
186FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$34.6M61,436+22,770ADD
187Advisors Capital Management, LLC$33.7M59,751−4,281TRIM
188FACTORY MUTUAL INSURANCE CO$33.2M58,900+2,300ADD
189COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$33.1M58,725+247ADD
190O'SHAUGHNESSY ASSET MANAGEMENT, LLC$32.0M56,800+12,239ADD
191ABSHER WEALTH MANAGEMENT, LLC$32.0M56,766−4,426TRIM
192GUGGENHEIM CAPITAL LLC$30.9M54,810−8,697TRIM
193SEB Asset Management AB$30.5M54,100—NO PRIOR
194Steigerwald, Gordon & Koch Inc.$30.4M54,003−117TRIM
195Retirement Systems of Alabama$30.2M53,535+51ADD
196Sanctuary Advisors, LLC$30.0M53,327+660ADD
197KEYBANK NATIONAL ASSOCIATION/OH$30.0M53,241+734ADD
198Swiss Life Asset Management Ltd$29.7M52,774+4,249ADD
199OFI INVEST ASSET MANAGEMENT$29.7M60,310−13,144TRIM
200Obermeyer Wealth Partners$29.7M52,657+97ADD
201IFM Investors Pty Ltd$29.1M51,743+2,019ADD
202BROWN ADVISORY INC$28.8M51,078+653ADD
203UNITED CAPITAL FINANCIAL ADVISORS, LLC$28.7M50,983+50,983NEW
204Man Group plc$28.7M50,893−30,868TRIM
205MML INVESTORS SERVICES, LLC$28.5M50,651−12,625TRIM
206Woodline Partners LP$27.9M49,566+6,572ADD
207Cresset Asset Management, LLC$27.7M49,111+667ADD
208DAVIS R M INC$27.6M48,948−2,696TRIM
209MERCER GLOBAL ADVISORS INC /ADV$27.4M48,611+601ADD
210Candriam S.C.A.$27.3M48,419+3,059ADD
211Private Advisor Group, LLC$27.1M48,050−1,054TRIM
212CAPITAL INTERNATIONAL LTD /CA/$26.7M47,383+7,675ADD
213Varma Mutual Pension Insurance Co$26.2M46,5670NO CHANGE
214Daiwa Securities Group Inc.$26.2M46,553−904TRIM
215WEYBOSSET RESEARCH & MANAGEMENT LLC$26.1M46,383−1,177TRIM
216XPONANCE LLC$25.8M45,849+6,190ADD
217TEACHER RETIREMENT SYSTEM OF TEXAS$25.8M45,759−445TRIM
218Pathstone Holdings, LLC$24.7M43,904+531ADD
219SCOTIA CAPITAL INC.$24.6M43,724−1,288TRIM
220FIRST TRUST ADVISORS LP$24.6M43,621−9,854TRIM
221OSTERWEIS CAPITAL MANAGEMENT INC$24.5M43,491−43TRIM
222USS Investment Management Ltd$23.8M42,197+1,798ADD
223J. Safra Sarasin Holding AG$23.6M41,828−26,972TRIM
224DNCA FINANCE$23.3M41,349+8,419ADD
225Vanguard Personalized Indexing Management, LLC$23.3M41,305+3,014ADD
226IQ EQ FUND MANAGEMENT (IRELAND) Ltd$23.1M41,054−5,554TRIM
227JONES FINANCIAL COMPANIES LLLP$22.9M40,670−675TRIM
228PUBLIC SECTOR PENSION INVESTMENT BOARD$22.6M40,040+8,044ADD
229NEW YORK LIFE INVESTMENT MANAGEMENT LLC$22.4M39,714+4,052ADD
230Utah Retirement Systems$22.4M39,709−659TRIM
231ASSETMARK, INC$22.3M39,640+7,488ADD
232Midwest Trust Co$22.3M39,584−285TRIM
233Glenview Trust Co$22.3M39,534−267TRIM
234NewEdge Advisors, LLC$21.9M38,873+38,873NEW
235NorthCrest Asset Manangement, LLC$21.7M37,737−14,003TRIM
236Granite Investment Partners, LLC$21.0M37,363−104TRIM
237NORTHEAST INVESTMENT MANAGEMENT$21.0M37,311−1,003TRIM
238Rakuten Investment Management, Inc.$20.9M37,655+4,295ADD
239EXCHANGE TRADED CONCEPTS, LLC$20.9M37,051+382ADD
240Palisade Asset Management, LLC$20.8M36,843−241TRIM
241ProShare Advisors LLC$20.7M36,759−9,670TRIM
242Sumitomo Mitsui DS Asset Management Company, Ltd$20.5M36,404+501ADD
243NEOS Investment Management LLC$20.3M36,087+88ADD
244BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.9M35,410−10,160TRIM
245&PARTNERS$19.8M35,166+1,629ADD
246Vontobel Holding Ltd.$19.8M35,135−5,007TRIM
247ABN AMRO Bank N.V.$19.6M34,489−835TRIM
248Cornerstone Advisors, LLC$19.1M33,886−3,214TRIM
249Wealthfront Advisers LLC$18.6M32,960+3,424ADD
250Waverly Advisors, LLC$18.5M32,762+497ADD
251CUTLER INVESTMENT COUNSEL LLC$18.3M32,350−441TRIM
252Ethic Inc.$17.6M31,208+543ADD
253Texas Capital Bank Wealth Management Services Inc$17.5M31,107−1,933TRIM
254GLENMEDE TRUST CO NA$17.5M31,080+353ADD
255Andra AP-fonden$17.4M30,803+16,823ADD
256DJE Kapital AG$17.3M31,111+30,411ADD
257HM PAYSON & CO$17.2M30,595−3,738TRIM
258Harbour Trust & Investment Management Co$17.2M30,487+475ADD
259NBT BANK, N.A.$17.1M30,280−848TRIM
260DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$16.9M30,000+30,000NEW
261Aquatic Capital Management LLC$16.9M29,979+29,979NEW
262Pinnacle Financial Partners, Inc.$16.7M29,662−543TRIM
263TLW Wealth Management, LLC$16.5M29,326+136ADD
264MAI Capital Management$16.5M29,281−94TRIM
265YOUSIF CAPITAL MANAGEMENT, LLC$16.4M29,174−1,737TRIM
266Allianz Asset Management GmbH$16.4M29,080−6,086TRIM
267DAVENPORT & Co LLC$16.4M29,057−6,306TRIM
268ASR Vermogensbeheer N.V.$16.3M28,972+493ADD
269OREGON PUBLIC EMPLOYEES RETIREMENT FUND$16.3M28,916+116ADD
270Eldred Rock Partners, LLC$16.2M28,720+441ADD
271WEALTHSPAN PARTNERS, LLC$16.0M28,439−180TRIM
272Empower Advisory Group, LLC$16.0M28,316−3,725TRIM
273SAPIENT CAPITAL LLC$15.8M28,017−418TRIM
274Drexel Morgan & Co.$15.8M28,0650NO CHANGE
275Cardinal Capital Management$15.7M27,875+27,875NEW
276Empowered Funds, LLC$15.7M27,801+27,801NEW
277J.P. Marvel Investment Advisors, LLC$15.6M27,704+54ADD
278LBP AM SA$15.5M27,548+7,706ADD
279PRUDENTIAL PLC$15.4M27,396+22,340ADD
280Fisher Funds Management LTD$15.4M27,369−28,747TRIM
281RWA WEALTH PARTNERS, LLC$15.3M27,222−365TRIM
282Mengis Capital Management, Inc.$15.3M27,115−5TRIM
283DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$15.2M27,065−57,966TRIM
284Welch Group, LLC$15.2M27,061+27,061NEW
285MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.1M26,821−1,605TRIM
286Compagnie Lombard Odier SCmA$15.1M26,739−735TRIM
287Edgemoor Investment Advisors, Inc.$14.9M26,369+392ADD
288REGIONS FINANCIAL CORP$14.8M26,232−767TRIM
289OP Asset Management Ltd$14.8M26,211—NO PRIOR
290Wallington Asset Management, LLC$14.7M26,179−547TRIM
291NICOLA WEALTH MANAGEMENT LTD.$14.7M26,100−19,400TRIM
292Calamos Wealth Management LLC$14.5M25,710−4,309TRIM
293Investment Management Corp of Ontario$14.4M25,611−1,097TRIM
294Dakota Wealth Management$14.4M25,515−339TRIM
295WASHINGTON TRUST BANK$14.4M25,514−3,633TRIM
296Carnegie Investment Counsel$14.3M25,470−1,131TRIM
297Avantax Planning Partners, Inc.$14.2M25,296+1,374ADD
298MONTGOMERY INVESTMENT MANAGEMENT INC$14.2M25,280+90ADD
299Avanza Fonder AB$14.2M25,121+34ADD
300PARK NATIONAL CORP /OH/$14.1M25,049−9,413TRIM
301Koshinski Asset Management, Inc.$14.1M24,994−204TRIM
302MACQUARIE GROUP LTD$14.1M24,949−11,252TRIM
303CULBERTSON A N & CO INC$13.9M24,722−510TRIM
304PICTON MAHONEY ASSET MANAGEMENT$13.8M24,535+4,798ADD
305Hamilton Point Investment Advisors, LLC$13.7M24,307−305TRIM
306Crown Oak Advisors, LLC$13.7M24,262+11ADD
307Aptus Capital Advisors, LLC$13.5M23,939−21,608TRIM
308Elo Mutual Pension Insurance Co$13.4M23,724+1,411ADD
309CWA Asset Management Group, LLC$13.4M23,723−628TRIM
310FIRETRAIL INVESTMENTS PTY LTD$13.4M23,702−5,383TRIM
311Schonfeld Strategic Advisors LLC$13.1M23,270+23,270NEW
312SIERRA SUMMIT ADVISORS LLC$13.1M23,252+23,252NEW
313MASSACHUSETTS FINANCIAL SERVICES CO /MA/$12.8M20,921−8,296TRIM
314KING LUTHER CAPITAL MANAGEMENT CORP$12.6M22,449−4,086TRIM
315LEVIN CAPITAL STRATEGIES, L.P.$12.6M22,403+108ADD
316ING GROEP NV$12.6M22,313−63,478TRIM
317AIA Group Ltd$12.5M22,108−6,614TRIM
318OLD NATIONAL BANCORP /IN/$12.4M21,960−697TRIM
319WHITTIER TRUST CO$12.3M21,344−575TRIM
320CWM, LLC$12.2M21,606−4,421TRIM
321BENJAMIN EDWARDS INC$12.2M21,568−110TRIM
322TRUST CO OF TOLEDO NA /OH/$12.1M21,541−81TRIM
323Eliot Finkel Investment Counsel, LLC$12.1M21,515−10TRIM
324NIXON PEABODY TRUST CO$12.0M21,345−2,585TRIM
325Gotham Asset Management, LLC$12.0M21,302+2,778ADD
326INTEGRITY ALLIANCE, LLC.$11.7M20,841+11,949ADD
327CULLINAN ASSOCIATES INC$11.7M20,804−2,030TRIM
328Steward Partners Investment Advisory, LLC$11.6M20,592−2,042TRIM
329Robeco Institutional Asset Management B.V.$11.6M20,506−4,254TRIM
330Shelter Mutual Insurance Co$11.4M20,3150NO CHANGE
331American Assets Investment Management, LLC$11.3M20,0000NO CHANGE
332National Mutual Insurance Federation of Agricultural Cooperatives$11.3M20,0000NO CHANGE
333Lighthouse Investment Partners, LLC$11.3M19,989+19,989NEW
334Generali Asset Management SPA SGR$11.2M19,920+1,941ADD
335COMPASS CAPITAL MANAGEMENT, INC$11.1M19,652+4,429ADD
336Perigon Wealth Management, LLC$11.0M19,612+1,130ADD
337BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10.9M19,475−3,686TRIM
338TRILLIUM ASSET MANAGEMENT, LLC$10.9M22,345+3,302ADD
339Grantham, Mayo, Van Otterloo & Co. LLC$10.8M19,231−2,794TRIM
340UMB Bank, n.a.$10.8M19,165−1,109TRIM
341Financiere des Professionnels - Fonds d'investissement inc.$10.8M19,107+19,107NEW
342Evelyn Partners Investment Management LLP$10.7M18,992−341TRIM
343Beacon Pointe Advisors, LLC$10.7M18,934+2,367ADD
344BTC Capital Management, Inc.$10.6M18,789−2,840TRIM
345OMERS ADMINISTRATION Corp$10.5M18,712+6,135ADD
346FIL Ltd$10.5M18,700−2,718TRIM
347Teamwork Financial Advisors, LLC$10.4M18,436−7,069TRIM
348Prospera Financial Services Inc$10.3M18,342−668TRIM
349Wilmington Savings Fund Society, FSB$10.2M18,181−53TRIM
350SPRING CAPITAL MANAGEMENT, LLC$10.2M18,179−785TRIM
351Atria Investments, Inc$10.1M17,967+896ADD
352CHOREO, LLC$10.0M18,662+25ADD
353Traynor Capital Management, Inc.$9.8M17,720+216ADD
354ALLIANZ SE$9.8M17,4310NO CHANGE
355SHELTON CAPITAL MANAGEMENT$9.8M17,313−11,354TRIM
356Connor, Clark & Lunn Investment Management Ltd.$9.7M17,261−11,999TRIM
357Taylor Hoffman Capital Management LLC$9.7M17,175+19ADD
358Clearstead Advisors, LLC$9.6M17,129−783TRIM
359JANE STREET GROUP, LLC$9.6M17,015−17,192TRIM
360Bragg Financial Advisors, Inc$9.5M16,879+1,367ADD
361Rossmore Private Capital$9.5M16,798+50ADD
362PERRYMAN FINANCIAL ADVISORY INC /AD$9.4M16,736+4ADD
363CAMBIENT FAMILY OFFICE, LLC$9.4M16,630+732ADD
364FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$9.3M16,478+5,058ADD
365Rafferty Asset Management, LLC$9.2M16,417−5,978TRIM
366Composition Wealth, LLC$9.2M16,259+922ADD
367Sequoia Financial Advisors, LLC$9.1M16,119−827TRIM
368INVESTMENT HOUSE LLC$9.1M16,112−150TRIM
369Atlantic Union Bankshares Corp$8.9M15,888−3,121TRIM
370HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8.9M15,834+5,896ADD
371FRG Family Wealth Advisors LLC$8.9M15,830−389TRIM
372Vident Advisory, LLC$8.8M15,622+4,513ADD
373Savant Capital, LLC$8.8M15,607+1,091ADD
374Rokos Capital Management LLP$8.8M15,586+15,586NEW
375Providence Capital Advisors, LLC$8.7M15,525+138ADD
376Capital Investment Counsel, LLC$8.7M15,514−319TRIM
377First National Bank of Mount Dora, Trust Investment Services$8.7M15,410—NO PRIOR
378OPPENHEIMER & CO INC$8.6M15,283−9,530TRIM
379Cannell & Spears LLC$8.6M15,250+24ADD
380Tradewinds, LLC.$8.6M14,881−1,024TRIM
381WEATHERLY ASSET MANAGEMENT L. P.$8.6M15,210−24TRIM
382MIZUHO SECURITIES USA LLC$8.6M15,240−3,066TRIM
383HB Wealth Management, LLC$8.6M15,233+1,757ADD
384BURNEY CO/$8.6M15,222−1,840TRIM
385Banque Cantonale Vaudoise$8.6M15,185+1,425ADD
386COLDSTREAM CAPITAL MANAGEMENT INC$8.5M15,144+1,485ADD
387LONDON CO OF VIRGINIA$8.4M14,899−9TRIM
388CITIZENS FINANCIAL GROUP INC/RI$8.3M14,823−802TRIM
389FORA Capital, LLC$8.3M14,808+12,655ADD
390Assenagon Asset Management S.A.$8.3M14,778−1,194TRIM
391QRG CAPITAL MANAGEMENT, INC.$8.3M14,720+1,371ADD
392TWO SIGMA INVESTMENTS, LP$8.3M14,697+100ADD
393Gouws Capital LLC$8.3M14,667+97ADD
394Slow Capital, Inc.$8.1M14,440−183TRIM
395Crossmark Global Holdings, Inc.$8.1M14,420—NO PRIOR
396Banco Santander, S.A.$8.1M14,414−5,624TRIM
397Pine Valley Investments Ltd Liability Co$8.1M14,326−980TRIM
398Addenda Capital Inc.$8.1M14,3000NO CHANGE
399Private Wealth Asset Management, LLC$8.1M14,298+26ADD
400DMKC Advisory Services, LLC$8.0M14,233+287ADD
401Oak Harvest Investment Services$8.0M14,203+731ADD
402WINDWARD CAPITAL MANAGEMENT CO /CA$7.9M14,111−10TRIM
403Planning Center, Inc.$7.9M14,064−448TRIM
404Allworth Financial LP$7.9M13,988+168ADD
405Merit Financial Group, LLC$7.9M13,943+647ADD
406Marietta Wealth Management, LLC$7.8M13,916−128TRIM
407Groupe la Francaise$7.8M13,870−2,506TRIM
408PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$7.8M13,810−9,628TRIM
409Walleye Trading LLC$7.6M13,571−6,175TRIM
410KANAWHA CAPITAL MANAGEMENT LLC$7.6M13,511−217TRIM
411Advisory Alpha, LLC$7.5M13,331−29TRIM
412Orion Porfolio Solutions, LLC$7.5M13,308−6,615TRIM
413Balefire, LLC$7.5M13,304−2TRIM
414Kingsview Wealth Management, LLC$7.5M13,228+6,214ADD
415Squarepoint Ops LLC$7.4M13,086−21,126TRIM
416Penobscot Investment Management Company, Inc.$7.4M13,066+362ADD
417Allspring Global Investments Holdings, LLC$7.3M12,855+935ADD
418Lombard Odier Asset Management (Europe) Ltd$7.3M12,961−20,887TRIM
419Apollon Wealth Management, LLC$7.3M12,935+72ADD
420MERIDIAN MANAGEMENT CO$7.3M12,904+88ADD
421Fideuram Asset Management (Ireland) dac$7.3M12,555+9,693ADD
422Concurrent Investment Advisors, LLC$7.2M12,753+5ADD
423New Age Alpha Advisors, LLC$7.2M12,713+6,316ADD
424Freestone Capital Holdings, LLC$7.1M12,644+82ADD
425DODGE & COX$7.1M12,6260NO CHANGE
426River Wealth Advisors LLC$7.1M12,608−361TRIM
427Aull & Monroe Investment Management Corp$7.1M12,534−300TRIM
428De Lisle Partners LLP$7.0M12,5000NO CHANGE
429IEQ CAPITAL, LLC$7.0M12,415+5,863ADD
430CENTRAL TRUST Co$7.0M12,394−214TRIM
431Maryland State Retirement & Pension System$6.9M12,263+80ADD
432FOURPATH CAPITAL MANAGEMENT, LLC$6.9M12,230−13TRIM
433Laird Norton Wetherby Trust Company, LLC$6.9M12,169−9TRIM
434Summit Trail Advisors, LLC$6.8M12,157+888ADD
435Forum Financial Management, LP$6.8M12,111−2,882TRIM
436Vivaldi Capital Management LP$6.8M12,106−530TRIM
437WESTPAC BANKING CORP$6.8M12,033+5,564ADD
438Capital Investment Advisors, LLC$6.7M11,829−547TRIM
439Foster Group, Inc.$6.7M11,825+2,729ADD
440BALYASNY ASSET MANAGEMENT L.P.$6.5M11,612+7,850ADD
441Dynamic Advisor Solutions LLC$6.5M11,492+814ADD
442Independent Advisor Alliance$6.4M11,319−115TRIM
443Atala Financial Inc$6.3M11,189+30ADD
444HANCOCK WHITNEY CORP$6.3M10,666−39TRIM
445Churchill Financial Advisors, LLC$6.3M11,167+3,146ADD
446KESTRA PRIVATE WEALTH SERVICES, LLC$6.3M11,096+843ADD
447Equitable Holdings, Inc.$6.2M12,769+1,473ADD
448Baker Avenue Asset Management, LP$6.2M11,030−40TRIM
449United Asset Strategies, Inc.$6.2M10,980+262ADD
450Siemens Fonds Invest GmbH$6.2M10,979−343TRIM
451Lombard Odier Asset Management (Switzerland) SA$6.1M10,813+10,813NEW
452Fifth Third Wealth Advisors LLC$6.0M10,734−24TRIM
453Argyle Capital Management, LLC$6.0M10,703−150TRIM
454Lifeworks Advisors, LLC$6.0M10,668−1,430TRIM
455LIBERTY ONE INVESTMENT MANAGEMENT, LLC$6.0M10,588+2,537ADD
456Miller Capital Partners, Inc.$6.0M10,577−186TRIM
457Stratos Wealth Partners, LTD.$5.9M10,467−1,260TRIM
458AG2R LA MONDIALE GESTION D'ACTIFS$5.9M10,431+138ADD
459FIDUCIARY TRUST CO$5.8M10,349−710TRIM
460MUFG Securities EMEA plc$5.8M10,335+28ADD
461Arlington Financial Advisors, LLC$5.8M10,286−184TRIM
462Asset Advisors Investment Management, LLC$5.8M10,2580NO CHANGE
463Covea Finance$5.8M10,2430NO CHANGE
464SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.8M10,241−45,635TRIM
465WHITTIER TRUST CO OF NEVADA INC$5.8M10,028−300TRIM
466Security National Bank$5.8M10,235+338ADD
467MOORE CAPITAL MANAGEMENT, LP$5.7M10,185−97TRIM
468East Coast Asset Management, LLC.$5.7M10,152−90TRIM
469Focus Partners Advisor Solutions, LLC$5.7M10,088+2,281ADD
470Iyo Bank, Ltd.$5.7M10,0800NO CHANGE
471Steele Capital Management, Inc.$5.7M10,005−400TRIM
472Dai-ichi Life Insurance Company, Ltd$5.6M9,947−1,720TRIM
473Confluence Wealth Services, Inc.$5.6M9,882+3,077ADD
474Mediolanum International Funds Ltd$5.6M10,016−1,432TRIM
475Trinity Legacy Partners, LLC$5.6M9,325+516ADD
476LAFFER TENGLER INVESTMENTS, INC.$5.5M9,771+407ADD
477Capital Group Investment Management Pte. Ltd.$5.5M9,768+1,100ADD
478KAVAR CAPITAL PARTNERS GROUP, LLC$5.5M9,737−218TRIM
479Castlefield Investment Partners LLP$5.4M9,646+9,614ADD
480Baader Bank Aktiengesellschaft$5.4M9,643−5,220TRIM
481Advisors Asset Management, Inc.$5.4M9,602+764ADD
482Essex LLC$5.4M9,566−115TRIM
483INTECH INVESTMENT MANAGEMENT LLC$5.4M9,545−247TRIM
484Metis Global Partners, LLC$5.4M9,522−1,084TRIM
485Saudi Central Bank$5.3M9,483+9,483NEW
486BEESE FULMER INVESTMENT MANAGEMENT, INC.$5.3M9,445+9,445NEW
487MWA Asset Management$5.3M9,441+224ADD
488EDMOND DE ROTHSCHILD HOLDING S.A.$5.3M9,434−3,867TRIM
489TOKIO MARINE ASSET MANAGEMENT CO LTD$5.3M9,381+748ADD
490Weitzel Financial Services, Inc.$5.3M9,298+1ADD
491NICOLET BANKSHARES INC$5.3M9,306+9,306NEW
492SevenBridge Financial Group, LLC$5.3M9,054+454ADD
493Caprock Group, LLC$5.2M9,285+1,662ADD
494Fort Sheridan Advisors LLC$5.2M9,311+158ADD
495Meiji Yasuda Asset Management Co Ltd.$5.2M9,195+3,240ADD
496PARTNERS CAPITAL INVESTMENT GROUP, LLP$5.1M9,141+1,298ADD
497VestGen Advisors, LLC$5.1M8,661−228TRIM
498ARMSTRONG ADVISORY GROUP, INC$5.1M9,040−28TRIM
499Ausdal Financial Partners, Inc.$5.1M9,021−49TRIM
500Empirical Finance, LLC$5.1M9,020−17TRIM
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DE

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
2 Dan Newhouse R–WA-4, Julie Johnson D–TX-32 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $12.0M held
Trimming
1 Moore Capital Management $5.7M held

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

Merged timeline of congressional filings and notable-manager moves on DE
DateWhoChangeSize
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-07-17Dan Newhouse CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+2,778 sh
2026-05-15Moore Capital Management 13FTRIM−97 sh

6 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 DE — 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).