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 ↗

DANAHER CORP DEL · COM · quarter ended 2026-03-31 · 40 members disclosed DHR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,777 holders are listed, largest first: 1,777
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $97.7B
holders whose share count rose or who opened the position (new + add), by shares: 752
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 284

Holders — quarter ended 2026-03-31

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

13F holders of DHR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.8B	51,640,619	−396,733	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.8B	41,127,810	—	NO PRIOR
3	STATE STREET CORP	$5.3B	27,894,181	+212,847	ADD
4	FMR LLC	$4.3B	22,534,329	+3,027,600	ADD
5	JPMORGAN CHASE & CO	$3.1B	16,917,649	−4,667,877	TRIM
6	WELLINGTON MANAGEMENT GROUP LLP	$2.8B	14,774,524	−302,272	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$2.7B	14,145,758	+371,316	ADD
8	Capital International Investors	$2.7B	14,014,713	−4,231,295	TRIM
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	13,954,705	—	NO PRIOR
10	MORGAN STANLEY	$2.1B	11,209,240	+564,678	ADD
11	Capital Research Global Investors	$1.7B	8,897,773	+8,322,198	ADD
12	GENERATION INVESTMENT MANAGEMENT LLP	$1.4B	7,274,395	−315,266	TRIM
13	NORTHERN TRUST CORP	$1.3B	7,080,901	−174,017	TRIM
14	EAGLE CAPITAL MANAGEMENT LLC	$1.2B	6,575,159	+414,628	ADD
15	Janus Henderson Group Ltd.	$1.2B	6,489,965	−327,641	TRIM
16	BANK OF AMERICA CORP /DE/	$1.2B	6,252,116	−347,834	TRIM
17	Nuveen, LLC	$1.0B	5,334,755	−248,390	TRIM
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$991M	5,225,861	+214,211	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$898M	4,734,898	+148,452	ADD
20	FRANKLIN RESOURCES INC	$866M	4,566,512	−364,791	TRIM
21	Legal & General Group Plc	$860M	4,535,025	+39,738	ADD
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$815M	4,165,769	−167,287	TRIM
23	Holocene Advisors, LP	$766M	4,039,104	+3,099,516	ADD
24	Invesco Ltd.	$762M	4,021,153	−99,070	TRIM
25	FLOSSBACH VON STORCH SE	$758M	3,995,873	−79,936	TRIM
26	PARNASSUS INVESTMENTS, LLC	$754M	3,974,829	−689,731	TRIM
27	Bank of New York Mellon Corp	$726M	3,828,208	−899,447	TRIM
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$690M	3,639,630	+11,578	ADD
29	VANGUARD FIDUCIARY TRUST CO	$673M	3,547,316	—	NO PRIOR
30	Aristotle Capital Management, LLC	$662M	3,489,816	−215,323	TRIM
31	AQR CAPITAL MANAGEMENT LLC	$654M	3,480,969	+1,665,727	ADD
32	ROYAL BANK OF CANADA	$626M	3,299,528	+96,457	ADD
33	AMERIPRISE FINANCIAL INC	$577M	3,041,408	+814,912	ADD
34	BROWN ADVISORY INC	$555M	2,926,636	−560,605	TRIM
35	PRINCIPAL FINANCIAL GROUP INC	$546M	2,880,858	−47,548	TRIM
36	Neuberger Berman Group LLC	$518M	2,734,501	−57,915	TRIM
37	DIMENSIONAL FUND ADVISORS LP	$502M	2,645,911	+128,474	ADD
38	Amundi	$495M	2,611,092	−111,988	TRIM
39	DEUTSCHE BANK AG\	$488M	2,574,239	+224,938	ADD
40	UBS Group AG	$483M	2,549,143	−283,622	TRIM
41	CANADA PENSION PLAN INVESTMENT BOARD	$464M	2,448,500	−76,195	TRIM
42	FIRST MANHATTAN CO. LLC.	$444M	2,338,542	+28,831	ADD
43	1832 Asset Management L.P.	$443M	2,334,521	+899,042	ADD
44	D1 Capital Partners L.P.	$437M	2,304,148	+1,744,421	ADD
45	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$423M	2,232,756	−126,100	TRIM
46	Baird Financial Group, Inc.	$403M	2,125,922	+2,125,922	NEW
47	CIBC Bancorp USA Inc.	$402M	2,120,882	—	NO PRIOR
48	FIL Ltd	$397M	2,096,221	−160,694	TRIM
49	WELLS FARGO & COMPANY/MN	$387M	2,043,400	−94,799	TRIM
50	LAZARD ASSET MANAGEMENT LLC	$385M	2,028,965	−143,847	TRIM
51	Sumitomo Mitsui Trust Group, Inc.	$357M	1,880,953	−222,495	TRIM
52	Swiss National Bank	$354M	1,865,708	+99,700	ADD
53	TWO SIGMA INVESTMENTS, LP	$352M	1,858,782	+1,829,659	ADD
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$352M	1,858,071	+374,965	ADD
55	NORDEA INVESTMENT MANAGEMENT AB	$331M	1,779,019	−47,093	TRIM
56	RAYMOND JAMES FINANCIAL INC	$312M	1,647,893	+48,389	ADD
57	Sustainable Growth Advisers, LP	$310M	1,636,382	+38,584	ADD
58	BARCLAYS PLC	$307M	1,621,385	+313,222	ADD
59	PRIMECAP MANAGEMENT CO/CA/	$295M	1,556,970	+76,250	ADD
60	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$286M	1,507,546	−294,308	TRIM
61	National Pension Service	$277M	1,460,744	+1,460,744	NEW
62	Mitsubishi UFJ Asset Management Co., Ltd.	$271M	1,429,572	+89,420	ADD
63	D. E. Shaw & Co., Inc.	$271M	1,428,248	+884,799	ADD
64	ENVESTNET ASSET MANAGEMENT INC	$262M	1,380,762	+98,242	ADD
65	Vanguard Global Advisers, LLC	$261M	1,376,322	—	NO PRIOR
66	HSBC HOLDINGS PLC	$260M	1,370,265	−1,515,317	TRIM
67	Qube Research & Technologies Ltd	$256M	1,348,956	+1,124,745	ADD
68	AMERICAN CENTURY COMPANIES INC	$252M	1,326,812	−196,244	TRIM
69	KING LUTHER CAPITAL MANAGEMENT CORP	$248M	1,305,775	−62,842	TRIM
70	Aberdeen Group plc	$247M	1,302,097	+9,514	ADD
71	MONTRUSCO BOLTON INVESTMENTS INC.	$246M	1,341,168	−103,400	TRIM
72	BLAIR WILLIAM & CO/IL	$246M	1,296,804	−75,820	TRIM
73	AVIVA PLC	$236M	1,244,336	−43,197	TRIM
74	MACKENZIE FINANCIAL CORP	$230M	1,214,467	−41,767	TRIM
75	CI INVESTMENTS INC.	$224M	1,181,493	+26,367	ADD
76	Robeco Institutional Asset Management B.V.	$219M	1,152,606	+478,233	ADD
77	VANGUARD ASSET MANAGEMENT, Ltd	$207M	1,091,581	—	NO PRIOR
78	PRUDENTIAL FINANCIAL INC	$206M	1,085,914	+500,543	ADD
79	Mirova US LLC	$199M	1,051,430	−43,442	TRIM
80	BNP Paribas Asset Management Holding S.A.	$197M	1,039,137	+321,155	ADD
81	Focus Partners Wealth	$195M	1,027,896	+364,550	ADD
82	CITADEL ADVISORS LLC	$195M	1,026,347	−501,301	TRIM
83	BANK OF MONTREAL /CAN/	$178M	941,034	−140,619	TRIM
84	Castle Hook Partners LP	$167M	879,960	−272,121	TRIM
85	Alecta Tjanstepension Omsesidigt	$167M	879,300	−234,700	TRIM
86	VOYA INVESTMENT MANAGEMENT LLC	$167M	880,387	−185,041	TRIM
87	Tidal Investments LLC	$163M	884,667	+777,284	ADD
88	Bank Julius Baer & Co. Ltd, Zurich	$162M	855,522	−430,572	TRIM
89	Corient Private Wealth LLC	$157M	831,925	−1,192,789	TRIM
90	Alyeska Investment Group, L.P.	$157M	825,684	−555,070	TRIM
91	MAVERICK CAPITAL LTD	$155M	819,679	+819,679	NEW
92	JUPITER ASSET MANAGEMENT LTD	$153M	830,160	+572,247	ADD
93	Findlay Park Partners LLP	$152M	802,200	+340,700	ADD
94	Anomaly Capital Management, LP	$145M	762,671	+414,830	ADD
95	ALLIANCEBERNSTEIN L.P.	$139M	606,315	−192,495	TRIM
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$138M	725,231	−105,216	TRIM
97	NEW YORK STATE COMMON RETIREMENT FUND	$138M	727,734	+1,200	ADD
98	STIFEL FINANCIAL CORP	$138M	725,614	−35,562	TRIM
99	SEI INVESTMENTS CO	$133M	703,077	−342,434	TRIM
100	DAVENPORT & Co LLC	$130M	690,154	+24,058	ADD
101	CITIGROUP INC	$129M	678,828	−35,181	TRIM
102	RENAISSANCE TECHNOLOGIES LLC	$129M	678,808	+678,808	NEW
103	Palestra Capital Management LLC	$129M	677,750	+15,233	ADD
104	Ensign Peak Advisors, Inc	$128M	677,010	−94,242	TRIM
105	JOHNSON INVESTMENT COUNSEL INC	$127M	670,423	+13,684	ADD
106	Pictet Asset Management Holding SA	$127M	669,398	+4,995	ADD
107	Unisphere Establishment	$121M	639,000	+70,000	ADD
108	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$116M	614,167	+112,316	ADD
109	WELCH & FORBES LLC	$116M	612,657	−6,338	TRIM
110	Squarepoint Ops LLC	$116M	610,530	+343,777	ADD
111	Southpoint Capital Advisors LP	$114M	600,000	+600,000	NEW
112	Consulta Ltd	$114M	600,000	0	NO CHANGE
113	US BANCORP \DE\	$113M	598,192	+3,620	ADD
114	FIFTH THIRD BANCORP	$113M	596,529	+118,435	ADD
115	Dorsey Asset Management, LLC	$110M	580,240	−247,280	TRIM
116	EMINENCE CAPITAL, LP	$106M	561,234	+561,234	NEW
117	NZS Capital, LLC	$106M	558,409	−72,257	TRIM
118	LOOMIS SAYLES & CO L P	$106M	556,853	−258,672	TRIM
119	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$105M	555,772	−9,514	TRIM
120	Woodline Partners LP	$104M	549,846	+15,936	ADD
121	Third Point LLC	$99.5M	525,000	−75,000	TRIM
122	Swedbank AB	$99.2M	523,130	−485,921	TRIM
123	TD ASSET MANAGEMENT INC	$98.1M	517,368	−54,725	TRIM
124	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$96.5M	508,798	−227,463	TRIM
125	NATIONAL BANK OF CANADA /FI/	$95.0M	500,963	−14,470	TRIM
126	Madison Asset Management, LLC	$93.9M	495,020	−50,024	TRIM
127	WEITZ INVESTMENT MANAGEMENT, INC.	$90.6M	477,750	−36,200	TRIM
128	Allspring Global Investments Holdings, LLC	$90.3M	473,207	−12,254	TRIM
129	Resona Asset Management Co.,Ltd.	$88.3M	469,660	+21,610	ADD
130	LPL Financial LLC	$85.8M	452,682	−55,064	TRIM
131	TUDOR INVESTMENT CORP ET AL	$84.8M	447,231	+447,231	NEW
132	AXIOM INVESTORS LLC /DE	$84.6M	446,062	−531,880	TRIM
133	Douglas Lane & Associates, LLC	$83.2M	439,080	+1,605	ADD
134	Mariner, LLC	$82.5M	435,221	+95,163	ADD
135	Korea Investment CORP	$82.2M	433,374	+22,435	ADD
136	Senator Investment Group LP	$82.2M	433,316	+263,900	ADD
137	DF DENT & CO INC	$81.8M	431,292	−54,525	TRIM
138	M&T BANK CORP	$81.7M	430,678	−8,090	TRIM
139	Quantinno Capital Management LP	$76.2M	401,864	+163,811	ADD
140	Cerity Partners LLC	$75.2M	396,584	+35,034	ADD
141	L1 Capital International Pty Ltd	$75.1M	395,943	−4,303	TRIM
142	HighTower Advisors, LLC	$74.6M	393,672	−25,381	TRIM
143	SCOTIA CAPITAL INC.	$74.4M	392,215	−7,088	TRIM
144	ADAGE CAPITAL PARTNERS GP, L.L.C.	$71.3M	376,027	−346,057	TRIM
145	GATES FOUNDATION TRUST	$70.7M	373,000	0	NO CHANGE
146	JENNISON ASSOCIATES LLC	$70.3M	370,723	−359,455	TRIM
147	Bank Pictet & Cie (Europe) AG	$68.5M	361,046	−5,435	TRIM
148	Fisher Funds Management LTD	$68.0M	358,885	−38,830	TRIM
149	Chevy Chase Trust Holdings, LLC	$67.9M	358,024	−10,460	TRIM
150	Rockefeller Capital Management L.P.	$67.5M	355,776	+12,569	ADD
151	Two Creeks Capital Management, LP	$67.4M	355,509	+88,180	ADD
152	AMF Tjanstepension AB	$67.1M	353,691	−9,976	TRIM
153	Capital International, Inc./CA/	$66.8M	352,183	+66,425	ADD
154	CREDIT AGRICOLE S A	$66.4M	350,205	−90,623	TRIM
155	HARDING LOEVNER LP	$65.5M	345,598	−15,325	TRIM
156	ABN AMRO INVESTMENT SOLUTIONS	$65.2M	343,655	−40,641	TRIM
157	STATE OF WISCONSIN INVESTMENT BOARD	$64.8M	341,842	+5,266	ADD
158	STOREBRAND ASSET MANAGEMENT AS	$64.7M	341,082	—	NO PRIOR
159	KEYBANK NATIONAL ASSOCIATION/OH	$64.4M	339,522	−10,650	TRIM
160	Mawer Investment Management Ltd.	$64.2M	338,817	−31,762	TRIM
161	Freestone Grove Partners LP	$64.2M	338,698	−74,087	TRIM
162	ASR Vermogensbeheer N.V.	$64.0M	337,663	+1,733	ADD
163	DANSKE BANK A/S	$63.5M	334,745	−75,880	TRIM
164	BRADLEY FOSTER & SARGENT INC/CT	$62.8M	331,104	−195,664	TRIM
165	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$61.9M	326,578	+326,578	NEW
166	ROYAL LONDON ASSET MANAGEMENT LTD	$61.7M	325,288	+2,166	ADD
167	ARGENT CAPITAL MANAGEMENT LLC	$61.1M	322,260	−30,439	TRIM
168	WHITTIER TRUST CO	$60.5M	314,938	+22,044	ADD
169	Vanguard Investments Australia, Ltd.	$60.1M	316,952	—	NO PRIOR
170	DAVIS R M INC	$58.9M	310,064	−1,409	TRIM
171	Harvest Portfolios Group Inc.	$58.5M	308,670	+28,982	ADD
172	NOMURA ASSET MANAGEMENT CO LTD	$58.4M	308,154	−772	TRIM
173	APG Asset Management N.V.	$58.3M	354,468	−34,483	TRIM
174	Temasek Holdings (Private) Ltd	$58.2M	306,776	+20,920	ADD
175	TRUIST FINANCIAL CORP	$57.9M	305,567	−7,909	TRIM
176	Zurcher Kantonalbank (Zurich Cantonalbank)	$57.8M	304,690	+304,690	NEW
177	SCHRODER INVESTMENT MANAGEMENT GROUP	$57.7M	313,881	−54,469	TRIM
178	PFA Pension, Forsikringsaktieselskab	$57.0M	300,680	+300,680	NEW
179	Asset Management One Co., Ltd.	$56.5M	298,226	−6,232	TRIM
180	MUFG Securities EMEA plc	$55.9M	294,772	−250,000	TRIM
181	Man Group plc	$55.8M	294,073	+192,109	ADD
182	Calamos Advisors LLC	$54.7M	288,363	+44,665	ADD
183	Robeco Schweiz AG	$54.6M	287,881	+18,553	ADD
184	Curi Capital, LLC	$53.2M	280,064	−1,511	TRIM
185	HM PAYSON & CO	$53.1M	280,181	+44,811	ADD
186	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$53.0M	279,215	+22,937	ADD
187	PBCay One RSC Ltd	$52.9M	279,100	+279,100	NEW
188	Spear Holdings RSC Ltd	$52.9M	279,100	+279,100	NEW
189	Candriam S.C.A.	$52.3M	275,951	−193,819	TRIM
190	Mitsubishi UFJ Trust & Banking Corp	$51.8M	273,003	−3,327	TRIM
191	Cannell & Spears LLC	$51.7M	272,505	+16,427	ADD
192	NewEdge Advisors, LLC	$51.2M	270,047	+270,047	NEW
193	Vontobel Holding Ltd.	$51.1M	269,684	−3,413	TRIM
194	Eurizon Capital SGR S.p.A.	$50.5M	267,262	−67,176	TRIM
195	ORBIMED ADVISORS LLC	$50.4M	265,800	−34,000	TRIM
196	Clearbridge Investments, LLC	$50.2M	264,855	+22,167	ADD
197	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$48.8M	257,127	+1,046	ADD
198	Select Equity Group, L.P.	$47.7M	251,578	−91,355	TRIM
199	Skye Global Management LP	$47.0M	248,000	+52,000	ADD
200	Danica Pension, Livsforsikringsaktieselskab	$45.9M	241,879	+22,967	ADD
201	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$45.6M	240,547	−2,714	TRIM
202	KLP KAPITALFORVALTNING AS	$45.3M	238,651	+5,000	ADD
203	CIBC Asset Management Inc	$44.2M	233,439	−6,459	TRIM
204	CAPITAL ADVISORS INC/OK	$43.9M	231,505	+579	ADD
205	Daiwa Securities Group Inc.	$43.8M	231,170	+66,987	ADD
206	Manchester Global Management (UK) Ltd	$43.7M	230,603	0	NO CHANGE
207	Guinness Asset Management LTD	$43.3M	228,578	+5,078	ADD
208	ExodusPoint Capital Management, LP	$43.0M	226,876	+188,509	ADD
209	RIVERBRIDGE PARTNERS LLC	$42.2M	222,825	−17,781	TRIM
210	State of New Jersey Common Pension Fund D	$41.7M	219,993	−578	TRIM
211	ING GROEP NV	$41.4M	218,141	+48,537	ADD
212	FACTORY MUTUAL INSURANCE CO	$41.1M	216,800	+5,500	ADD
213	IEQ CAPITAL, LLC	$40.5M	213,543	+93,488	ADD
214	NATIXIS	$40.4M	212,832	+135,130	ADD
215	COMMERCE BANK	$40.0M	211,207	+26,657	ADD
216	PUBLIC SECTOR PENSION INVESTMENT BOARD	$40.0M	210,827	+130,549	ADD
217	Lansforsakringar Fondforvaltning AB (publ)	$39.1M	206,203	−732	TRIM
218	Vident Advisory, LLC	$38.7M	204,187	+16,795	ADD
219	BANK OF NOVA SCOTIA	$38.4M	202,353	−3,275	TRIM
220	Bellevue Group AG	$38.3M	202,164	+7,531	ADD
221	M.D. Sass, LLC	$38.1M	201,201	−103,818	TRIM
222	BALYASNY ASSET MANAGEMENT L.P.	$37.7M	198,596	−694,232	TRIM
223	CRAWFORD INVESTMENT COUNSEL INC	$37.5M	197,856	+32,035	ADD
224	TORONTO DOMINION BANK	$37.5M	197,554	−99,600	TRIM
225	VICTORY CAPITAL MANAGEMENT INC	$36.8M	193,956	+2,445	ADD
226	OSTERWEIS CAPITAL MANAGEMENT INC	$36.2M	190,961	+2,856	ADD
227	Pathstone Holdings, LLC	$35.9M	189,279	+3,965	ADD
228	BCV Asset Management Inc.	$35.8M	188,852	+6,577	ADD
229	Creative Planning	$35.7M	188,295	+31,663	ADD
230	Dixon Mitchell Investment Counsel Inc.	$35.2M	185,291	−1,126	TRIM
231	Arvin Capital Management LP	$35.2M	185,510	+49,008	ADD
232	MILLENNIUM MANAGEMENT LLC	$34.7M	182,825	−1,863,602	TRIM
233	HOWLAND CAPITAL MANAGEMENT LLC	$34.7M	182,417	+4,290	ADD
234	NISA INVESTMENT ADVISORS, LLC	$34.0M	178,812	−26,560	TRIM
235	Tredje AP-fonden	$33.9M	178,645	+178,645	NEW
236	OPPENHEIMER ASSET MANAGEMENT INC.	$33.8M	178,532	+20,444	ADD
237	Mirae Asset Global Investments Co., Ltd.	$33.8M	178,397	+10,234	ADD
238	Arizona State Retirement System	$33.0M	174,217	−7,124	TRIM
239	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$32.9M	173,721	−91,318	TRIM
240	EASTERN BANK	$32.8M	172,917	−16,542	TRIM
241	Czech National Bank	$32.5M	171,344	+5,578	ADD
242	CORTLAND ASSOCIATES INC/MO	$31.5M	166,024	−3,844	TRIM
243	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.3M	164,933	+61,561	ADD
244	STATE OF MICHIGAN RETIREMENT SYSTEM	$31.2M	164,346	−200	TRIM
245	Hemenway Trust Co LLC	$31.0M	163,343	+1,127	ADD
246	UniSuper Management Pty Ltd	$30.7M	161,852	+1,180	ADD
247	ZACKS INVESTMENT MANAGEMENT	$30.3M	159,697	+577	ADD
248	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$30.2M	163,689	−62,766	TRIM
249	Defender Capital, LLC.	$29.9M	157,529	+1,514	ADD
250	NORTHEAST INVESTMENT MANAGEMENT	$29.8M	157,134	−2,074	TRIM
251	GLENVIEW CAPITAL MANAGEMENT, LLC	$29.6M	156,275	−43,916	TRIM
252	Cetera Investment Advisers	$29.2M	154,227	−8,553	TRIM
253	Blue Whale Capital LLP	$29.2M	153,866	−72,813	TRIM
254	PALISADE CAPITAL MANAGEMENT, LP	$29.0M	152,993	+1,335	ADD
255	Federation des caisses Desjardins du Quebec	$28.7M	151,167	+23,490	ADD
256	Banque Transatlantique SA	$28.3M	149,597	−24,206	TRIM
257	MetLife Investment Management, LLC	$27.9M	147,013	−3,707	TRIM
258	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$27.8M	146,554	+326	ADD
259	BRAIDWELL LP	$26.4M	139,327	+21,100	ADD
260	DnB Asset Management AS	$26.3M	138,537	+9,244	ADD
261	MERCER GLOBAL ADVISORS INC /ADV	$25.9M	136,425	+25,743	ADD
262	MILFORD FUNDS LTD	$25.8M	136,089	−133,331	TRIM
263	WHITTIER TRUST CO OF NEVADA INC	$25.7M	133,764	+7,647	ADD
264	TEACHER RETIREMENT SYSTEM OF TEXAS	$25.7M	135,285	+62,041	ADD
265	IFM Investors Pty Ltd	$25.6M	135,115	+5,605	ADD
266	ARTHUR M. COHEN & ASSOCIATES, LLC	$25.5M	133,777	−18,889	TRIM
267	Retirement Systems of Alabama	$25.3M	133,604	−132	TRIM
268	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$25.2M	132,762	−45,632	TRIM
269	Union Bancaire Privee, UBP SA	$25.1M	142,263	+76,601	ADD
270	SEB Asset Management AB	$24.6M	129,944	—	NO PRIOR
271	Connor, Clark & Lunn Investment Management Ltd.	$24.5M	129,426	+100,086	ADD
272	BlueSpruce Investments, LP	$24.1M	127,295	−503,665	TRIM
273	Swiss Life Asset Management Ltd	$24.1M	127,201	+11,866	ADD
274	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$23.9M	126,206	−2,802	TRIM
275	Aquatic Capital Management LLC	$23.8M	125,621	+69,753	ADD
276	Midwest Trust Co	$23.8M	125,465	+3,460	ADD
277	NORTH STAR ASSET MANAGEMENT INC	$23.5M	124,004	+1,758	ADD
278	BANQUE PICTET & CIE SA	$23.4M	123,494	−16,543	TRIM
279	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$23.3M	123,191	+57,857	ADD
280	11 Capital Partners LP	$23.0M	121,400	+8,400	ADD
281	Badgley Phelps Wealth Managers, LLC	$22.8M	119,940	−20,107	TRIM
282	XPONANCE LLC	$22.0M	116,054	+13,443	ADD
283	DUDLEY & SHANLEY, INC.	$21.8M	114,881	0	NO CHANGE
284	CWM, LLC	$21.6M	114,138	+57,075	ADD
285	Van Hulzen Asset Management, LLC	$21.5M	113,545	−460	TRIM
286	J. Safra Sarasin Holding AG	$21.5M	113,692	−24,228	TRIM
287	EFG International AG	$21.0M	110,638	−194,748	TRIM
288	WESTFIELD CAPITAL MANAGEMENT CO LP	$20.9M	110,492	−210,995	TRIM
289	USS Investment Management Ltd	$20.7M	109,135	0	NO CHANGE
290	LMCG INVESTMENTS, LLC	$20.6M	108,872	−8,149	TRIM
291	BLI - Banque de Luxembourg Investments	$20.5M	90,290	+90,290	NEW
292	DDD Partners, LLC	$20.4M	107,494	+14,790	ADD
293	PRUDENTIAL PLC	$20.3M	107,295	+9,293	ADD
294	Ironvine Capital Partners, LLC	$20.3M	107,218	−42	TRIM
295	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$20.0M	105,553	−5,172	TRIM
296	Woodbridge CO LTD	$19.7M	104,086	0	NO CHANGE
297	Covea Finance	$19.5M	102,956	+7,000	ADD
298	Utah Retirement Systems	$19.4M	102,337	−2,631	TRIM
299	Varma Mutual Pension Insurance Co	$19.4M	102,226	0	NO CHANGE
300	OFI INVEST ASSET MANAGEMENT	$18.9M	113,872	+108,115	ADD
301	Evelyn Partners Investment Management LLP	$18.9M	99,678	−21,914	TRIM
302	Allianz Asset Management GmbH	$18.9M	99,515	−307	TRIM
303	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$18.8M	99,069	+1,368	ADD
304	NAN FUNG TRINITY (HK) Ltd	$18.7M	98,600	0	NO CHANGE
305	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$18.7M	98,431	+98,431	NEW
306	ProShare Advisors LLC	$18.6M	98,175	−24,322	TRIM
307	Coalescence Partners Investment Management, LP	$18.5M	97,334	0	NO CHANGE
308	Clearstead Advisors, LLC	$18.1M	95,458	−4,822	TRIM
309	SouthState Bank Corp	$18.0M	95,021	−3,485	TRIM
310	COMMONWEALTH EQUITY SERVICES, LLC	$17.8M	94,052	−11,082	TRIM
311	B. Metzler seel. Sohn & Co. AG	$17.8M	94,020	+5,984	ADD
312	Private Wealth Partners, LLC	$17.8M	93,851	−1,178	TRIM
313	OSLO PENSJONSFORSIKRING AS	$17.6M	93,044	—	NO PRIOR
314	NEOS Investment Management LLC	$17.6M	92,569	−3,351	TRIM
315	Parallax Volatility Advisers, L.P.	$17.4M	89,450	+80,067	ADD
316	Rakuten Investment Management, Inc.	$17.3M	93,979	+10,343	ADD
317	Generali Powszechne Towarzystwo Emerytalne	$17.3M	91,000	0	NO CHANGE
318	Sumitomo Mitsui DS Asset Management Company, Ltd	$17.2M	90,808	+1,121	ADD
319	RWA WEALTH PARTNERS, LLC	$17.0M	89,406	−1,893	TRIM
320	Capital International Sarl	$16.9M	89,304	+2,941	ADD
321	Pinnacle Financial Partners, Inc.	$16.9M	88,972	−13,814	TRIM
322	CIBC WORLD MARKET INC.	$16.8M	88,452	−1,547	TRIM
323	YHB Investment Advisors, Inc.	$16.8M	88,429	+491	ADD
324	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.6M	87,615	−67,387	TRIM
325	Foster Victor Wealth Advisors, LLC	$16.6M	83,548	+3,634	ADD
326	Waverly Advisors, LLC	$16.6M	87,505	+10,029	ADD
327	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$16.6M	87,395	+1,197	ADD
328	GLENMEDE TRUST CO NA	$16.4M	86,314	+356	ADD
329	OLD NATIONAL BANCORP /IN/	$16.1M	85,178	+1,324	ADD
330	Lincoln Capital LLC	$16.1M	84,726	−1,149	TRIM
331	JACOBSON & SCHMITT ADVISORS, LLC	$15.9M	84,056	−11,161	TRIM
332	GREENLEAF TRUST	$15.7M	82,985	+402	ADD
333	PARK NATIONAL CORP /OH/	$15.6M	82,269	+7,998	ADD
334	NISSAY ASSET MANAGEMENT CORP /JAPAN	$15.4M	81,207	−1,117	TRIM
335	Avalon Trust Co	$15.3M	80,758	+2,213	ADD
336	Phraction Management LLC	$15.1M	79,844	+14,047	ADD
337	Sterling Capital Management LLC	$14.7M	77,440	−7,273	TRIM
338	BEACON INVESTMENT ADVISORY SERVICES, INC.	$14.6M	77,143	−2,866	TRIM
339	PYA Waltman Capital, LLC	$14.6M	77,094	+12,470	ADD
340	Atlantic Union Bankshares Corp	$14.6M	76,900	+5,442	ADD
341	Andra AP-fonden	$14.5M	76,642	+66,405	ADD
342	Stack Financial Management, Inc	$14.5M	76,589	+209	ADD
343	GUGGENHEIM CAPITAL LLC	$14.5M	76,400	+17,933	ADD
344	Y-Intercept (Hong Kong) Ltd	$14.5M	76,280	+76,280	NEW
345	Bryn Mawr Trust Advisors, LLC	$14.4M	76,202	−1,331	TRIM
346	OSAIC HOLDINGS, INC.	$14.4M	75,916	+5,856	ADD
347	Lido Advisors, LLC	$14.3M	75,083	−20,031	TRIM
348	AIA Group Ltd	$14.1M	74,425	+28,763	ADD
349	Kestra Advisory Services, LLC	$13.9M	73,257	+3,455	ADD
350	Elo Mutual Pension Insurance Co	$13.8M	72,639	+15,798	ADD
351	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$13.6M	71,961	+18	ADD
352	First Nebraska Trust Co	$13.6M	71,651	—	NO PRIOR
353	Boston Common Asset Management, LLC	$13.5M	70,980	−15,692	TRIM
354	Broad Run Investment Management, LLC	$13.4M	70,935	0	NO CHANGE
355	Shellback Capital, LP	$13.4M	70,561	+70,561	NEW
356	Engineers Gate Manager LP	$13.4M	70,506	+3,266	ADD
357	Milestones Administradora de Recursos Ltda.	$13.3M	70,333	+26,963	ADD
358	OMERS ADMINISTRATION Corp	$13.3M	70,210	−11,957	TRIM
359	TOCQUEVILLE ASSET MANAGEMENT L.P.	$13.3M	70,185	+17,269	ADD
360	TD Waterhouse Canada Inc.	$13.2M	68,653	+2,646	ADD
361	BALDWIN WEALTH PARTNERS LLC/MA	$13.2M	69,507	−8,302	TRIM
362	Generate Investment Management Ltd	$13.1M	69,057	+69,057	NEW
363	JACOBS LEVY EQUITY MANAGEMENT, INC	$13.0M	68,743	+68,743	NEW
364	MIDDLETON & CO INC/MA	$13.0M	68,413	−240	TRIM
365	Bragg Financial Advisors, Inc	$13.0M	68,330	+1,101	ADD
366	BAILARD, INC.	$12.9M	67,970	−1,414	TRIM
367	Vanguard Personalized Indexing Management, LLC	$12.8M	67,645	−8,602	TRIM
368	Qsemble Capital Management, LP	$12.8M	67,489	+63,076	ADD
369	Great Lakes Retirement, Inc.	$12.6M	66,510	+3,915	ADD
370	BAR HARBOR WEALTH MANAGEMENT	$12.5M	65,860	+1,557	ADD
371	MACQUARIE GROUP LTD	$12.5M	65,813	−28,753	TRIM
372	OP Asset Management Ltd	$12.5M	65,687	—	NO PRIOR
373	Broderick Brian C	$12.4M	65,605	+2,794	ADD
374	Calamos Wealth Management LLC	$12.4M	65,493	−21,549	TRIM
375	Clear Harbor Asset Management, LLC	$12.4M	65,446	+323	ADD
376	KCM INVESTMENT ADVISORS LLC	$12.4M	65,267	−3,072	TRIM
377	Sanctuary Advisors, LLC	$12.4M	65,257	−462	TRIM
378	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$12.3M	64,989	−1,516	TRIM
379	Hikari Tsushin, Inc.	$12.3M	64,712	0	NO CHANGE
380	BOURGEON CAPITAL MANAGEMENT LLC	$12.2M	64,271	+4,684	ADD
381	YOUSIF CAPITAL MANAGEMENT, LLC	$12.2M	64,157	−1,409	TRIM
382	Ethic Inc.	$12.1M	63,943	−456	TRIM
383	Segment Wealth Management, LLC	$12.0M	63,282	+3,825	ADD
384	PORTLAND INVESTMENT COUNSEL INC.	$11.9M	62,654	0	NO CHANGE
385	Generali Asset Management SPA SGR	$11.8M	62,329	+1,518	ADD
386	TRITONPOINT WEALTH, LLC	$11.8M	62,163	−3,023	TRIM
387	S-Bank Fund Management Ltd	$11.8M	62,139	+9,809	ADD
388	FEDERATED HERMES, INC.	$11.7M	61,687	+405	ADD
389	Rock Springs Capital Management LP	$11.7M	61,500	0	NO CHANGE
390	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.3M	59,860	+59,860	NEW
391	Ramsay, Stattman, Vela & Price, Inc.	$11.3M	59,817	−3,409	TRIM
392	QRG CAPITAL MANAGEMENT, INC.	$11.3M	59,709	+26,630	ADD
393	GUARDIAN INVESTMENT MANAGEMENT	$11.1M	63,822	0	NO CHANGE
394	NIXON PEABODY TRUST CO	$11.1M	58,548	−1,697	TRIM
395	Douglass Winthrop Advisors, LLC	$11.1M	58,283	−12	TRIM
396	Highlander Partners, L.P.	$11.0M	58,000	0	NO CHANGE
397	STANSBERRY ASSET MANAGEMENT, LLC	$11.0M	57,843	−24,821	TRIM
398	BLB&B Advisors, LLC	$11.0M	57,808	−1,154	TRIM
399	Advisors Capital Management, LLC	$11.0M	57,763	+2,918	ADD
400	GRIFFIN ASSET MANAGEMENT, INC.	$10.9M	57,705	+5,012	ADD
401	ASSOCIATED BANC-CORP	$10.9M	57,427	−2,804	TRIM
402	HB Wealth Management, LLC	$10.9M	57,271	+412	ADD
403	MML INVESTORS SERVICES, LLC	$10.7M	56,557	−13,684	TRIM
404	GROUPAMA ASSET MANAGMENT	$10.7M	56,483	+2,022	ADD
405	KLINGENSTEIN FIELDS & CO LP	$10.5M	55,481	−449	TRIM
406	Kingsview Wealth Management, LLC	$10.1M	53,498	+5,494	ADD
407	Intesa Sanpaolo S.p.A.	$10.1M	53,361	+53,361	NEW
408	Ravenstone Capital Management Inc.	$10.1M	53,331	—	NO PRIOR
409	Strategic Wealth Investment Group, LLC	$10.1M	53,246	+258	ADD
410	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.9M	52,100	−538	TRIM
411	Applied Finance Capital Management, LLC	$9.7M	51,389	−565	TRIM
412	Gotham Asset Management, LLC	$9.7M	51,269	−54,897	TRIM
413	Penobscot Investment Management Company, Inc.	$9.7M	50,990	−1,445	TRIM
414	Cinctive Capital Management LP	$9.6M	50,796	+27,498	ADD
415	Avanza Fonder AB	$9.6M	50,453	+4,410	ADD
416	ONTARIO TEACHERS PENSION PLAN BOARD	$9.6M	50,401	+50,401	NEW
417	BARTLETT & CO. WEALTH MANAGEMENT LLC	$9.5M	54,673	−8,767	TRIM
418	FIDUCIARY TRUST CO	$9.5M	50,004	−1,897	TRIM
419	Caption Management, LLC	$9.4M	49,700	+49,700	NEW
420	Empowered Funds, LLC	$9.4M	49,650	+49,650	NEW
421	Spinecap SAS	$9.4M	49,425	−1,842	TRIM
422	Compass Wealth Management LLC	$9.3M	49,278	−142	TRIM
423	XTX Topco Ltd	$9.3M	48,954	+48,954	NEW
424	Wealthfront Advisers LLC	$9.3M	48,908	−10,455	TRIM
425	Alphadyne Asset Management LP	$9.2M	48,781	+48,781	NEW
426	Rafferty Asset Management, LLC	$9.2M	48,612	−19,070	TRIM
427	CABOT WEALTH MANAGEMENT INC	$9.2M	48,584	−1,035	TRIM
428	PRAGMA GESTAO DE PATRIMONIO LTD	$9.2M	48,500	−12,100	TRIM
429	ASSETMARK, INC	$9.2M	48,347	+246	ADD
430	SOMERVILLE KURT F	$9.2M	48,334	−27,116	TRIM
431	ICICI Prudential Asset Management Co Ltd	$9.2M	48,300	+8,300	ADD
432	&PARTNERS	$9.1M	48,195	+10,492	ADD
433	BANK OF NOVA SCOTIA TRUST CO	$9.1M	48,161	−1,133	TRIM
434	KAVAR CAPITAL PARTNERS GROUP, LLC	$9.0M	47,681	−285	TRIM
435	UMB Bank, n.a.	$9.0M	47,432	−1,850	TRIM
436	DUNCKER STREETT & CO INC	$9.0M	47,346	−10,701	TRIM
437	Telos Capital Management, Inc.	$9.0M	47,332	−310	TRIM
438	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$9.0M	47,301	−58	TRIM
439	Live Oak Private Wealth LLC	$8.9M	47,104	+50	ADD
440	MEYER HANDELMAN CO	$8.8M	46,332	−1,500	TRIM
441	FULTON BREAKEFIELD BROENNIMAN LLC	$8.7M	45,946	−2,355	TRIM
442	Quilter Plc	$8.7M	45,819	−278	TRIM
443	PUZO MICHAEL J	$8.7M	45,782	−943	TRIM
444	Kemnay Advisory Services Inc.	$8.6M	45,550	+3	ADD
445	Investment Management Corp of Ontario	$8.6M	45,483	−12,700	TRIM
446	CAPITAL INTERNATIONAL LTD /CA/	$8.6M	45,411	+3,897	ADD
447	OPPENHEIMER & CO INC	$8.5M	44,908	−151	TRIM
448	Nolet Wealth Management, LLC	$8.5M	44,575	+570	ADD
449	Capco Asset Management, LLC	$8.4M	44,254	+44,104	ADD
450	Orion Porfolio Solutions, LLC	$8.4M	44,234	−9,883	TRIM
451	Alley Investment Management Company, LLC	$8.4M	44,065	+20	ADD
452	Progressive Investment Management Corp	$8.3M	43,817	+25	ADD
453	WEBSTER BANK, N. A.	$8.2M	43,308	−608	TRIM
454	Choate Investment Advisors	$8.2M	43,016	+419	ADD
455	Atria Investments, Inc	$8.1M	42,853	−56	TRIM
456	Savant Capital, LLC	$8.1M	42,812	+55	ADD
457	HFR Wealth Management, LLC	$8.0M	42,149	−547	TRIM
458	LS Investment Advisors, LLC	$7.9M	41,633	−520	TRIM
459	Canada Post Corp Registered Pension Plan	$7.9M	41,594	+1,083	ADD
460	PARSONS CAPITAL MANAGEMENT INC/RI	$7.8M	40,946	+15,043	ADD
461	Triavera Capital LLC	$7.7M	40,502	+6,425	ADD
462	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$7.6M	40,320	+420	ADD
463	Sky Investment Group LLC	$7.6M	40,301	−155	TRIM
464	JONES FINANCIAL COMPANIES LLLP	$7.6M	40,281	+3,641	ADD
465	HOWE & RUSLING INC	$7.6M	40,185	+555	ADD
466	Schonfeld Strategic Advisors LLC	$7.6M	40,074	−74,659	TRIM
467	NBT BANK, N.A.	$7.6M	40,016	−1,671	TRIM
468	Corus Family Wealth Advisors	$7.6M	39,885	+130	ADD
469	Palmer Knight Co	$7.6M	39,837	+2,316	ADD
470	EP Wealth Advisors, LLC	$7.5M	39,769	−4,501	TRIM
471	Trexquant Investment LP	$7.5M	39,489	+39,489	NEW
472	Crossmark Global Holdings, Inc.	$7.5M	39,467	—	NO PRIOR
473	Rice Partnership, LLC	$7.5M	39,403	+1,193	ADD
474	Assenagon Asset Management S.A.	$7.4M	38,919	+2,926	ADD
475	Delaney Dennis R	$7.4M	38,802	+13,245	ADD
476	Hamilton Point Investment Advisors, LLC	$7.3M	38,561	−66	TRIM
477	MIZUHO SECURITIES USA LLC	$7.2M	38,034	−7,740	TRIM
478	WORMSER FRERES GESTION	$7.1M	36,880	−980	TRIM
479	Chesley Taft & Associates LLC	$7.1M	37,545	+757	ADD
480	TOWER BRIDGE ADVISORS	$7.1M	37,511	−2,041	TRIM
481	Ayrshire Capital Management LLC	$7.1M	37,333	−870	TRIM
482	ODDO BHF ASSET MANAGEMENT SAS	$7.1M	37,278	−35,007	TRIM
483	Norinchukin Bank, The	$6.9M	36,382	+50	ADD
484	SUVRETTA CAPITAL MANAGEMENT, LLC	$6.9M	36,380	−207,920	TRIM
485	VAN DEN BERG MANAGEMENT I, INC	$6.9M	36,228	+426	ADD
486	REGIONS FINANCIAL CORP	$6.9M	36,199	−3,431	TRIM
487	PATTON ALBERTSON MILLER GROUP, LLC	$6.9M	36,195	+536	ADD
488	SFE Investment Counsel	$6.8M	36,120	+8,930	ADD
489	Bleakley Financial Group, LLC	$6.8M	36,090	+381	ADD
490	TOMPKINS FINANCIAL CORP	$6.8M	36,008	+39	ADD
491	Ally Financial Inc.	$6.8M	36,000	0	NO CHANGE
492	HARTFORD INVESTMENT MANAGEMENT CO	$6.8M	35,897	−428	TRIM
493	Artemis Investment Management LLP	$6.8M	35,897	−15,073	TRIM
494	Kidder Stephen W	$6.8M	35,809	−390	TRIM
495	Riverstone Advisors, LLC	$6.8M	35,715	−3,474	TRIM
496	FARMERS & MERCHANTS INVESTMENTS INC	$6.7M	35,507	−16	TRIM
497	ALLIANZ SE	$6.7M	35,475	+4,350	ADD
498	Walleye Capital LLC	$6.7M	35,439	−320,824	TRIM
499	Banque Cantonale Vaudoise	$6.6M	34,989	+8,093	ADD
500	Pallas Capital Advisors LLC	$6.6M	34,936	+457	ADD

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

Congress ↔ notable managers · DHR

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 Kevin Hern R–OK-1 $16K–$65K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 D1 Capital Partners, Tudor Investment Corp, Caxton Associates $523M held
Trimming: 5 Third Point, Glenview Capital, Gotham Asset Management, Bridgewater Associates, Moore Capital Management $144M held

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

Merged timeline of congressional filings and notable-manager moves on DHR
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	D1 Capital Partners 13F	ADD	+1,744,421 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+447,231 sh
2026-05-15	Third Point 13F	TRIM	−75,000 sh
2026-05-15	Glenview Capital 13F	TRIM	−43,916 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−54,897 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−6,369 sh
2026-05-15	Moore Capital Management 13F	EXIT	−103,676 sh
2026-05-14	Caxton Associates 13F	NEW	+5,612 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

40 members of Congress disclosed DHR — 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).