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 ↗

DARDEN RESTAURANTS INC · COM · quarter ended 2026-03-31 · 11 members disclosed DRI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 820 holders are listed, largest first: 820
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.2B
holders whose share count rose or who opened the position (new + add), by shares: 402
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 110

Holders — quarter ended 2026-03-31

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

13F holders of DRI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$2.9B	14,928,684	−232,593	TRIM
2	BlackRock, Inc.	$1.9B	9,649,638	−280,271	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	7,473,998	—	NO PRIOR
4	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	6,848,992	−1,228,575	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	5,355,047	—	NO PRIOR
6	STATE STREET CORP	$953M	4,861,580	−6,595	TRIM
7	RAYMOND JAMES FINANCIAL INC	$699M	3,565,772	+84,024	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$674M	3,443,672	+69,009	ADD
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$660M	3,366,224	−823,644	TRIM
10	BANK OF AMERICA CORP /DE/	$630M	3,212,283	+991,230	ADD
11	Invesco Ltd.	$365M	1,860,713	−23,626	TRIM
12	MORGAN STANLEY	$350M	1,787,425	+4,012	ADD
13	Newport Trust Company, LLC	$350M	1,782,919	−50,758	TRIM
14	NORTHERN TRUST CORP	$331M	1,687,096	+205,526	ADD
15	AMERIPRISE FINANCIAL INC	$279M	1,420,486	+1,000,716	ADD
16	EARNEST PARTNERS LLC	$272M	1,387,401	−66,340	TRIM
17	DIMENSIONAL FUND ADVISORS LP	$248M	1,265,473	+33,965	ADD
18	BAHL & GAYNOR INC	$198M	1,010,176	+686,877	ADD
19	Bank of New York Mellon Corp	$198M	1,010,169	+5,318	ADD
20	UBS Group AG	$189M	964,757	+189,174	ADD
21	Hamlin Capital Management, LLC	$167M	851,038	−8,024	TRIM
22	Capital International Investors	$141M	718,203	+285,048	ADD
23	Legal & General Group Plc	$137M	696,348	+39,190	ADD
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$131M	670,435	−228,207	TRIM
25	VANGUARD FIDUCIARY TRUST CO	$130M	663,283	—	NO PRIOR
26	AQR CAPITAL MANAGEMENT LLC	$119M	611,784	+215,544	ADD
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$117M	596,479	+6,523	ADD
28	Boston Partners	$116M	593,089	−24,706	TRIM
29	WELLS FARGO & COMPANY/MN	$113M	578,094	+115,010	ADD
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$112M	571,122	−17,171	TRIM
31	VICTORY CAPITAL MANAGEMENT INC	$107M	543,589	−38,996	TRIM
32	SEI INVESTMENTS CO	$101M	516,919	−3,594	TRIM
33	ENVESTNET ASSET MANAGEMENT INC	$96.7M	493,253	+143,484	ADD
34	DEUTSCHE BANK AG\	$91.0M	463,984	+27,510	ADD
35	CITIGROUP INC	$86.3M	440,344	+330,707	ADD
36	Amundi	$77.1M	393,541	+67,352	ADD
37	Nuveen, LLC	$74.8M	381,654	+3,636	ADD
38	JANE STREET GROUP, LLC	$74.1M	377,960	+372,946	ADD
39	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$66.6M	339,543	−5,602	TRIM
40	Swiss National Bank	$66.2M	337,800	+19,000	ADD
41	HSBC HOLDINGS PLC	$65.1M	331,679	−517,667	TRIM
42	FRANKLIN RESOURCES INC	$59.8M	304,919	+174,796	ADD
43	Squarepoint Ops LLC	$56.6M	288,676	−699,054	TRIM
44	ROYAL BANK OF CANADA	$54.4M	277,495	−21,455	TRIM
45	GREAT LAKES ADVISORS, LLC	$53.3M	272,083	+48,190	ADD
46	BARCLAYS PLC	$51.0M	259,984	+47,888	ADD
47	Mitsubishi UFJ Asset Management Co., Ltd.	$50.8M	259,244	+10,990	ADD
48	J. Safra Sarasin Holding AG	$49.8M	254,045	+5,642	ADD
49	Sumitomo Mitsui Trust Group, Inc.	$49.6M	252,782	−13,560	TRIM
50	REGIONS FINANCIAL CORP	$49.5M	252,684	+4,350	ADD
51	Vanguard Global Advisers, LLC	$49.3M	251,293	—	NO PRIOR
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$48.6M	248,100	−39,143	TRIM
53	TORONTO DOMINION BANK	$44.3M	225,805	−129,319	TRIM
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$43.5M	221,645	−720	TRIM
55	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$41.6M	212,074	+212,074	NEW
56	VANGUARD ASSET MANAGEMENT, Ltd	$41.5M	211,459	—	NO PRIOR
57	Swiss Life Asset Management Ltd	$40.8M	207,878	+4,468	ADD
58	FEDERATED HERMES, INC.	$37.8M	192,832	+800	ADD
59	BNP Paribas Asset Management Holding S.A.	$37.6M	191,520	+61,921	ADD
60	Trexquant Investment LP	$35.9M	183,310	+92,231	ADD
61	Capital International, Inc./CA/	$33.1M	168,725	+15,666	ADD
62	FMR LLC	$32.6M	166,059	+1,986	ADD
63	Clear Trail Advisors, LLC	$31.5M	160,688	+1,296	ADD
64	Eurizon Capital SGR S.p.A.	$31.4M	160,347	−79,788	TRIM
65	MILLENNIUM MANAGEMENT LLC	$30.4M	155,038	+155,038	NEW
66	NEW YORK STATE COMMON RETIREMENT FUND	$29.5M	150,541	−1,876	TRIM
67	BANK OF MONTREAL /CAN/	$28.5M	145,169	−1,446	TRIM
68	LPL Financial LLC	$28.1M	143,326	+12,716	ADD
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$27.9M	142,136	+115,801	ADD
70	US BANCORP \DE\	$27.4M	140,001	+2,852	ADD
71	PRINCIPAL FINANCIAL GROUP INC	$27.2M	138,913	−3,441	TRIM
72	TD ASSET MANAGEMENT INC	$26.8M	136,833	−5,384	TRIM
73	D. E. Shaw & Co., Inc.	$26.0M	132,683	+132,683	NEW
74	ALPS ADVISORS INC	$26.0M	132,651	−5,004	TRIM
75	Willis Investment Counsel	$24.0M	122,600	0	NO CHANGE
76	ALLIANCEBERNSTEIN L.P.	$22.9M	124,633	−3,054	TRIM
77	Applied Finance Capital Management, LLC	$21.9M	111,515	+1,247	ADD
78	MIZUHO MARKETS AMERICAS LLC	$21.7M	110,487	0	NO CHANGE
79	Mirae Asset Global Investments Co., Ltd.	$20.3M	103,489	−21,330	TRIM
80	ADAGE CAPITAL PARTNERS GP, L.L.C.	$20.2M	103,104	−162,900	TRIM
81	AVIVA PLC	$19.8M	100,886	+2,620	ADD
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.0M	97,162	0	NO CHANGE
83	STIFEL FINANCIAL CORP	$18.9M	96,177	+11,090	ADD
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$17.9M	91,590	−4,588	TRIM
85	Steward Partners Investment Advisory, LLC	$17.8M	90,619	+26,462	ADD
86	Sumitomo Mitsui DS Asset Management Company, Ltd	$16.4M	83,537	+12,903	ADD
87	GUARDIAN CAPITAL LP	$15.9M	80,875	+14,347	ADD
88	Janus Henderson Group Ltd.	$15.8M	80,807	+68,215	ADD
89	AMERICAN CENTURY COMPANIES INC	$15.8M	80,655	+4,387	ADD
90	CREDIT AGRICOLE S A	$15.5M	78,829	−5,898	TRIM
91	Mitsubishi UFJ Trust & Banking Corp	$14.9M	75,876	+102	ADD
92	FIRST TRUST ADVISORS LP	$14.9M	75,825	−16,695	TRIM
93	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$14.7M	78,465	−5,448	TRIM
94	CITADEL ADVISORS LLC	$14.6M	74,536	+35,988	ADD
95	FLPUTNAM INVESTMENT MANAGEMENT CO	$14.2M	72,382	+347	ADD
96	Pinnacle Financial Partners, Inc.	$14.2M	72,295	−450	TRIM
97	Cetera Investment Advisers	$13.8M	70,471	−1,349	TRIM
98	Running Oak Capital LLC	$13.7M	70,123	−11,009	TRIM
99	TRUIST FINANCIAL CORP	$13.3M	67,613	+5,691	ADD
100	Aberdeen Group plc	$13.1M	67,000	−238	TRIM
101	BANK OF NOVA SCOTIA	$13.0M	66,545	−37,679	TRIM
102	NORDEA INVESTMENT MANAGEMENT AB	$13.0M	66,869	−1,803	TRIM
103	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.6M	64,515	+7,394	ADD
104	DANSKE BANK A/S	$12.6M	64,340	−1,300	TRIM
105	Pictet Asset Management Holding SA	$12.5M	63,799	−228	TRIM
106	Swedbank AB	$12.2M	62,281	−5,418	TRIM
107	STATE OF WISCONSIN INVESTMENT BOARD	$12.1M	61,669	+1,447	ADD
108	DnB Asset Management AS	$12.1M	61,580	+29,908	ADD
109	INTEGRITY ALLIANCE, LLC.	$11.7M	59,774	−63	TRIM
110	NewEdge Advisors, LLC	$11.7M	59,432	+59,432	NEW
111	ROYAL LONDON ASSET MANAGEMENT LTD	$11.6M	59,196	0	NO CHANGE
112	Man Group plc	$11.5M	58,792	−138,604	TRIM
113	Chevy Chase Trust Holdings, LLC	$11.3M	57,522	−2,290	TRIM
114	Allianz Asset Management GmbH	$11.2M	57,148	−12,870	TRIM
115	Quantinno Capital Management LP	$10.9M	55,846	+3,906	ADD
116	Asset Management One Co., Ltd.	$10.7M	54,746	+1,327	ADD
117	VOYA INVESTMENT MANAGEMENT LLC	$10.7M	54,498	−7,385	TRIM
118	CIBC Bancorp USA Inc.	$10.6M	54,294	—	NO PRIOR
119	Vanguard Investments Australia, Ltd.	$10.4M	53,299	—	NO PRIOR
120	FIFTH THIRD BANCORP	$10.2M	52,142	+32,553	ADD
121	VestGen Advisors, LLC	$10.2M	51,118	+1,410	ADD
122	Calamos Advisors LLC	$9.9M	50,672	0	NO CHANGE
123	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.7M	49,603	+21,350	ADD
124	COMMERCE BANK	$9.7M	49,355	+46	ADD
125	Tredje AP-fonden	$9.4M	48,167	+35,231	ADD
126	Gotham Asset Management, LLC	$9.3M	47,571	+607	ADD
127	Wilmington Savings Fund Society, FSB	$9.0M	45,846	−2,022	TRIM
128	World Investment Advisors	$8.9M	45,165	+145	ADD
129	Mariner, LLC	$8.6M	43,708	+10,746	ADD
130	STEPHENS INC /AR/	$8.5M	42,430	+2,152	ADD
131	BEACON INVESTMENT ADVISORY SERVICES, INC.	$8.4M	42,886	−481	TRIM
132	Focus Partners Wealth	$8.4M	42,612	−1,198	TRIM
133	Creative Planning	$8.3M	42,289	+9,016	ADD
134	KLP KAPITALFORVALTNING AS	$8.3M	42,200	0	NO CHANGE
135	Sienna Gestion	$8.1M	41,187	0	NO CHANGE
136	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	41,068	+2,624	ADD
137	Geneos Wealth Management Inc.	$8.0M	40,999	−4,945	TRIM
138	CIDEL ASSET MANAGEMENT INC	$8.0M	40,737	+40,737	NEW
139	Korea Investment CORP	$7.8M	39,655	−32,970	TRIM
140	OSAIC HOLDINGS, INC.	$7.6M	38,992	−865	TRIM
141	NISA INVESTMENT ADVISORS, LLC	$7.5M	38,318	−43	TRIM
142	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.5M	38,005	+79	ADD
143	State of New Jersey Common Pension Fund D	$7.4M	37,767	0	NO CHANGE
144	Resona Asset Management Co.,Ltd.	$7.3M	37,080	+459	ADD
145	SKBA CAPITAL MANAGEMENT LLC	$7.2M	36,915	+300	ADD
146	Hudson Bay Capital Management LP	$7.2M	36,669	+13,880	ADD
147	Lansforsakringar Fondforvaltning AB (publ)	$6.9M	35,163	−4,192	TRIM
148	Ellsworth Advisors, LLC	$6.9M	35,152	+1,729	ADD
149	Marks Group Wealth Management, Inc	$6.9M	35,036	−4,414	TRIM
150	WESTPORT ASSET MANAGEMENT INC	$6.9M	35,000	0	NO CHANGE
151	Royal Fund Management, LLC	$6.7M	34,280	+779	ADD
152	M&T BANK CORP	$6.7M	34,093	+186	ADD
153	National Pension Service	$6.6M	33,809	+33,809	NEW
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.6M	33,459	−1,707	TRIM
155	&PARTNERS	$6.3M	32,247	+1,567	ADD
156	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	32,099	+1,430	ADD
157	CIBC WORLD MARKET INC.	$6.3M	32,041	−10,995	TRIM
158	MetLife Investment Management, LLC	$6.2M	31,826	−1,415	TRIM
159	MGO ONE SEVEN LLC	$6.2M	31,810	−884	TRIM
160	Czech National Bank	$6.1M	31,358	+687	ADD
161	Arizona State Retirement System	$6.1M	31,282	−599	TRIM
162	Assenagon Asset Management S.A.	$6.1M	31,076	+4,757	ADD
163	LEVIN CAPITAL STRATEGIES, L.P.	$6.1M	30,909	+30,909	NEW
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.9M	30,112	−300	TRIM
165	XPONANCE LLC	$5.9M	30,038	+2,219	ADD
166	CIBC Asset Management Inc	$5.8M	29,767	+52	ADD
167	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.7M	29,247	+29,247	NEW
168	Sanctuary Advisors, LLC	$5.7M	29,088	+5,615	ADD
169	Capital Investment Counsel, LLC	$5.6M	28,456	+1,357	ADD
170	Connor, Clark & Lunn Investment Management Ltd.	$5.5M	28,006	+28,006	NEW
171	AGF MANAGEMENT LTD	$5.4M	27,578	+7,064	ADD
172	NATIONAL BANK OF CANADA /FI/	$5.4M	27,307	−48,380	TRIM
173	Y-Intercept (Hong Kong) Ltd	$5.3M	27,116	+27,116	NEW
174	PATTON ALBERTSON MILLER GROUP, LLC	$5.3M	27,088	−122	TRIM
175	HARRELL INVESTMENT PARTNERS, LLC	$5.3M	26,888	+2,110	ADD
176	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$5.3M	26,868	+263	ADD
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.3M	26,821	−234	TRIM
178	MML INVESTORS SERVICES, LLC	$5.3M	26,783	−4,448	TRIM
179	Genus Capital Management Inc.	$5.2M	26,606	+17,995	ADD
180	TWO SIGMA INVESTMENTS, LP	$5.2M	26,602	+26,602	NEW
181	Silvant Capital Management LLC	$5.1M	26,122	+5,872	ADD
182	Cerity Partners LLC	$4.8M	24,653	+6,117	ADD
183	Verition Fund Management LLC	$4.8M	24,585	−1,394	TRIM
184	Retirement Systems of Alabama	$4.8M	24,450	−294	TRIM
185	Graham Capital Management, L.P.	$4.8M	24,282	+24,282	NEW
186	Tulsa Wealth Advisors, INC	$4.7M	23,949	+23,949	NEW
187	Corient Private Wealth LLC	$4.6M	23,683	−12,996	TRIM
188	LAZARD ASSET MANAGEMENT LLC	$4.6M	23,613	−1,498	TRIM
189	ZACKS INVESTMENT MANAGEMENT	$4.6M	23,536	+1,281	ADD
190	MOTCO	$4.6M	23,480	−466	TRIM
191	Ethic Inc.	$4.6M	23,433	+1,808	ADD
192	SEB Asset Management AB	$4.5M	22,872	—	NO PRIOR
193	MERCER GLOBAL ADVISORS INC /ADV	$4.4M	22,559	−1,031	TRIM
194	Emerald Investment Advisers, LLC	$4.4M	22,466	—	NO PRIOR
195	SCS Capital Management LLC	$4.3M	21,962	−1,398	TRIM
196	USS Investment Management Ltd	$4.2M	21,460	+2,623	ADD
197	OPPENHEIMER ASSET MANAGEMENT INC.	$4.2M	21,458	+3,857	ADD
198	New Age Alpha Advisors, LLC	$4.2M	21,198	−822	TRIM
199	Rockefeller Capital Management L.P.	$4.1M	20,846	+169	ADD
200	IFM Investors Pty Ltd	$4.0M	20,624	−3,643	TRIM
201	NATIXIS	$4.0M	20,191	−137,818	TRIM
202	VISTA INVESTMENT PARTNERS LLC	$4.0M	20,166	+847	ADD
203	Daiwa Securities Group Inc.	$4.0M	20,154	+847	ADD
204	Pathstone Holdings, LLC	$3.9M	20,130	+2,371	ADD
205	STOREBRAND ASSET MANAGEMENT AS	$3.9M	19,978	—	NO PRIOR
206	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.9M	19,673	+4,888	ADD
207	Tidal Investments LLC	$3.8M	19,578	+12,436	ADD
208	Edgestream Partners, L.P.	$3.8M	19,499	+19,499	NEW
209	Siemens Fonds Invest GmbH	$3.8M	19,373	+1,339	ADD
210	Utah Retirement Systems	$3.7M	18,689	−584	TRIM
211	Dynamic Advisor Solutions LLC	$3.6M	18,566	+823	ADD
212	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.6M	18,540	+3,422	ADD
213	Ensign Peak Advisors, Inc	$3.6M	18,437	−2,699	TRIM
214	HighTower Advisors, LLC	$3.6M	18,384	+784	ADD
215	ASR Vermogensbeheer N.V.	$3.6M	18,266	+310	ADD
216	CALIBER WEALTH MANAGEMENT, LLC / KS	$3.5M	18,003	+116	ADD
217	ProShare Advisors LLC	$3.5M	17,880	−4,621	TRIM
218	FULTON BANK, N.A.	$3.4M	17,312	−532	TRIM
219	Vanguard Personalized Indexing Management, LLC	$3.4M	17,262	+1,013	ADD
220	Rakuten Investment Management, Inc.	$3.3M	17,088	+1,787	ADD
221	Blue Trust, Inc.	$3.3M	16,930	+135	ADD
222	Decatur Capital Management, Inc.	$3.3M	16,916	−263	TRIM
223	Forvis Mazars Wealth Advisors, LLC	$3.3M	16,877	−13	TRIM
224	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	16,876	−111	TRIM
225	NEOS Investment Management LLC	$3.3M	16,748	+686	ADD
226	PEDDOCK CAPITAL ADVISORS, LLC	$3.3M	16,723	−113	TRIM
227	Rodgers Brothers Inc.	$3.2M	16,487	0	NO CHANGE
228	CWM, LLC	$3.2M	16,313	+1,620	ADD
229	Sterling Capital Management LLC	$3.2M	16,271	+14,503	ADD
230	TD Waterhouse Canada Inc.	$3.2M	16,394	+5,786	ADD
231	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.1M	16,031	+48	ADD
232	Advisors Asset Management, Inc.	$3.1M	16,017	−2,402	TRIM
233	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.1M	16,005	+16,005	NEW
234	Atria Investments, Inc	$3.1M	15,909	+5,625	ADD
235	Comprehensive Financial Consultants Institutional, Inc.	$3.1M	15,887	+10	ADD
236	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.1M	15,870	−4,735	TRIM
237	MACQUARIE GROUP LTD	$3.1M	15,880	+1,939	ADD
238	MACKENZIE FINANCIAL CORP	$3.0M	15,532	+957	ADD
239	Concurrent Investment Advisors, LLC	$3.0M	15,155	+1,557	ADD
240	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	14,992	+67	ADD
241	Generali Asset Management SPA SGR	$2.9M	14,883	+4,318	ADD
242	Aptus Capital Advisors, LLC	$2.9M	14,878	+3,747	ADD
243	Atlantic Edge Private Wealth Management, LLC	$2.9M	14,558	+5,853	ADD
244	Orion Porfolio Solutions, LLC	$2.9M	14,541	−863	TRIM
245	ADELL HARRIMAN & CARPENTER INC	$2.8M	14,395	+218	ADD
246	Scissortail Wealth Management, LLC	$2.8M	14,297	+663	ADD
247	SevenBridge Financial Group, LLC	$2.8M	13,948	+2,435	ADD
248	CHOREO, LLC	$2.8M	14,193	+776	ADD
249	BENJAMIN EDWARDS INC	$2.7M	13,711	+2,070	ADD
250	PLIMOTH TRUST CO LLC	$2.7M	13,686	−162	TRIM
251	Vident Advisory, LLC	$2.7M	13,568	+9,498	ADD
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	13,224	−57	TRIM
253	Zurich Insurance Group Ltd/FI	$2.6M	13,160	0	NO CHANGE
254	UniSuper Management Pty Ltd	$2.6M	13,106	−1,364	TRIM
255	HENNESSY ADVISORS INC	$2.5M	12,900	−1,600	TRIM
256	Beacon Pointe Advisors, LLC	$2.5M	12,850	+9,545	ADD
257	Americana Partners, LLC	$2.5M	12,832	+1,216	ADD
258	Empowered Funds, LLC	$2.5M	12,762	+12,762	NEW
259	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.4M	12,447	+634	ADD
260	Jain Global LLC	$2.4M	12,364	+12,364	NEW
261	OP Asset Management Ltd	$2.4M	12,265	—	NO PRIOR
262	VISTA INVESTMENT PARTNERS II, LLC	$2.4M	12,256	+278	ADD
263	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	12,244	−244	TRIM
264	Integrated Advisors Network LLC	$2.4M	12,140	−1,570	TRIM
265	MARCO INVESTMENT MANAGEMENT LLC	$2.3M	11,725	+1,050	ADD
266	Phoenix Wealth Advisors	$2.3M	11,701	−1,078	TRIM
267	Sowell Financial Services LLC	$2.3M	11,596	+661	ADD
268	Mystic Asset Management, Inc.	$2.3M	11,552	−125	TRIM
269	Peterson Wealth Services	$2.2M	11,287	+433	ADD
270	Baird Financial Group, Inc.	$2.2M	11,161	+11,161	NEW
271	Jacobi Capital Management LLC	$2.2M	11,086	+493	ADD
272	Midwest Trust Co	$2.1M	10,890	+180	ADD
273	HM PAYSON & CO	$2.1M	10,702	−125	TRIM
274	FIRST BUSINESS FINANCIAL SERVICES, INC.	$2.1M	10,684	+1,148	ADD
275	Aquatic Capital Management LLC	$2.1M	10,552	+10,552	NEW
276	Walleye Capital LLC	$2.0M	10,407	+6,296	ADD
277	FORA Capital, LLC	$2.0M	10,339	+2,128	ADD
278	Bragg Financial Advisors, Inc	$2.0M	10,318	−603	TRIM
279	BEACON INVESTMENT ADVISORS LLC	$2.0M	10,305	−55	TRIM
280	GLENMEDE TRUST CO NA	$1.9M	9,923	+149	ADD
281	Winthrop Partners - WNY, LLC	$1.9M	9,666	−91	TRIM
282	Virtus Investment Advisers, LLC	$1.9M	9,638	+9,638	NEW
283	Wealthfront Advisers LLC	$1.9M	9,534	+1,217	ADD
284	SAGESPRING WEALTH PARTNERS, LLC	$1.9M	9,454	−276	TRIM
285	Summit Trail Advisors, LLC	$1.8M	9,380	+3,045	ADD
286	OPPENHEIMER & CO INC	$1.8M	9,258	−354	TRIM
287	Ruffer LLP	$1.8M	8,978	+8,978	NEW
288	MAI Capital Management	$1.8M	8,975	+600	ADD
289	ExodusPoint Capital Management, LP	$1.7M	8,911	+6,657	ADD
290	TMB Capital Partners, LLC	$1.7M	8,879	−155	TRIM
291	AGP FRANKLIN, LLC	$1.7M	8,858	−4,279	TRIM
292	HUNTINGTON NATIONAL BANK	$1.7M	8,656	+8,656	NEW
293	CANANDAIGUA NATIONAL CORP	$1.7M	8,640	—	NO PRIOR
294	Dynamic Technology Lab Private Ltd	$1.7M	8,623	+8,623	NEW
295	PDT Partners, LLC	$1.7M	8,603	+5,603	ADD
296	Brooklyn Investment Group	$1.7M	8,570	+6,103	ADD
297	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	8,550	−529	TRIM
298	Vestmark Advisory Solutions, Inc.	$1.6M	8,379	+5,194	ADD
299	Aviso Financial Inc.	$1.6M	8,364	+1,270	ADD
300	TECTONIC ADVISORS LLC	$1.6M	8,244	+141	ADD
301	Investment Management Corp of Ontario	$1.6M	8,243	−808	TRIM
302	Family Legacy, Inc.	$1.6M	8,025	+23	ADD
303	CITIZENS FINANCIAL GROUP INC/RI	$1.6M	7,990	0	NO CHANGE
304	BLAIR WILLIAM & CO/IL	$1.6M	7,984	+344	ADD
305	MAGNOLIA CAPITAL ADVISORS LLC	$1.6M	7,966	+385	ADD
306	Kestra Advisory Services, LLC	$1.5M	7,862	+561	ADD
307	GROUPAMA ASSET MANAGMENT	$1.5M	7,859	+759	ADD
308	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	7,850	+4,368	ADD
309	Clearbridge Investments, LLC	$1.5M	7,837	0	NO CHANGE
310	Lido Advisors, LLC	$1.5M	7,835	−347	TRIM
311	Farringdon Capital, Ltd.	$1.5M	7,609	+5,756	ADD
312	NewEdge Wealth, LLC	$1.5M	7,505	+2,733	ADD
313	Dai-ichi Life Insurance Company, Ltd	$1.5M	7,495	+3,000	ADD
314	Bridgewater Associates, LP	$1.5M	7,490	+307	ADD
315	Belpointe Asset Management LLC	$1.5M	7,427	−1,344	TRIM
316	Rafferty Asset Management, LLC	$1.4M	7,244	−2,906	TRIM
317	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	7,235	−34,040	TRIM
318	WBI INVESTMENTS, LLC	$1.4M	7,229	+5,808	ADD
319	Norinchukin Bank, The	$1.4M	7,172	−25	TRIM
320	AFFINITY INVESTMENT ADVISORS, LLC	$1.4M	7,139	−45	TRIM
321	Laird Norton Wetherby Trust Company, LLC	$1.4M	7,131	−88	TRIM
322	OmniStar Financial Group, Inc.	$1.4M	7,101	+4,346	ADD
323	Capital Management Associates, Inc	$1.4M	7,075	+17	ADD
324	MIZUHO SECURITIES USA LLC	$1.4M	6,961	−1,508	TRIM
325	SIERRA SUMMIT ADVISORS LLC	$1.4M	6,957	+380	ADD
326	LEVEL FOUR ADVISORY SERVICES, LLC	$1.4M	6,925	+343	ADD
327	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	6,897	−413	TRIM
328	Hennion & Walsh Asset Management, Inc.	$1.3M	6,718	−631	TRIM
329	Snowden Capital Advisors LLC	$1.3M	6,684	+1,356	ADD
330	IEQ CAPITAL, LLC	$1.3M	6,681	+6,681	NEW
331	HARTFORD INVESTMENT MANAGEMENT CO	$1.3M	6,580	−152	TRIM
332	Capital International Sarl	$1.3M	6,560	−3,353	TRIM
333	F/m Investments LLC	$1.3M	6,525	−23,121	TRIM
334	HB Wealth Management, LLC	$1.3M	6,481	+1,107	ADD
335	Bellwether Advisors, LLC	$1.3M	6,454	+6,454	NEW
336	Knollwood Investment Advisory, LLC	$1.2M	6,287	0	NO CHANGE
337	SFMG, LLC	$1.2M	6,227	+10	ADD
338	BURNEY CO/	$1.2M	6,117	−3,340	TRIM
339	ARWA LLC	$1.2M	6,097	+6,097	NEW
340	LMG Wealth Partners, LLC	$1.2M	6,085	+664	ADD
341	Waverly Advisors, LLC	$1.2M	6,043	+1,593	ADD
342	LRT Capital Management, LLC	$1.2M	5,877	−5,759	TRIM
343	SFE Investment Counsel	$1.1M	5,785	+660	ADD
344	FIRST MANHATTAN CO. LLC.	$1.1M	5,749	−25	TRIM
345	MOODY NATIONAL BANK TRUST DIVISION	$1.1M	5,727	−71	TRIM
346	Maryland State Retirement & Pension System	$1.1M	5,679	0	NO CHANGE
347	Private Advisor Group, LLC	$1.1M	5,644	−419	TRIM
348	Sequoia Financial Advisors, LLC	$1.1M	5,638	−232	TRIM
349	OMERS ADMINISTRATION Corp	$1.1M	5,570	+1,300	ADD
350	iSAM Funds (UK) Ltd	$1.1M	5,568	+5,568	NEW
351	CONGRESS ASSET MANAGEMENT CO	$1.1M	5,546	−410	TRIM
352	Chicago Partners Investment Group LLC	$1.1M	5,380	+168	ADD
353	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	5,405	+5,405	NEW
354	CI INVESTMENTS INC.	$1.1M	5,402	−70	TRIM
355	Candriam S.C.A.	$1.0M	5,354	+462	ADD
356	Concord Wealth Partners	$1.0M	5,328	+800	ADD
357	Concord Asset Management, LLC/VA	$1.0M	5,304	+784	ADD
358	ALERUS FINANCIAL NA	$1.0M	5,291	+5,291	NEW
359	Banque Cantonale Vaudoise	$1.0M	5,235	+2,645	ADD
360	Invera Wealth Advisors, LLC	$1.0M	5,218	−88	TRIM
361	INTECH INVESTMENT MANAGEMENT LLC	$1.0M	5,177	−3,798	TRIM
362	Federation des caisses Desjardins du Quebec	$1.0M	5,133	+763	ADD
363	JAMES INVESTMENT RESEARCH, INC.	$998K	5,092	−295	TRIM
364	EXCHANGE TRADED CONCEPTS, LLC	$991K	5,055	−99	TRIM
365	Brevan Howard Capital Management LP	$978K	4,988	+4,988	NEW
366	Capstone Financial Advisors, Inc.	$977K	4,981	−598	TRIM
367	Allspring Global Investments Holdings, LLC	$965K	4,998	+101	ADD
368	SAXON INTERESTS, INC.	$959K	4,893	+45	ADD
369	Quantbot Technologies LP	$955K	4,873	+1,799	ADD
370	Torrey Growth & Income Advisors	$954K	4,905	0	NO CHANGE
371	QRG CAPITAL MANAGEMENT, INC.	$942K	4,804	−841	TRIM
372	Lauterbach Financial Advisors, LLC	$941K	4,800	0	NO CHANGE
373	Alphadyne Asset Management LP	$940K	4,795	+4,795	NEW
374	TOKIO MARINE ASSET MANAGEMENT CO LTD	$938K	4,786	0	NO CHANGE
375	AMG National Trust Bank	$931K	4,750	+2,732	ADD
376	Stonebrook Private Inc.	$931K	4,750	−130	TRIM
377	MUFG Securities EMEA plc	$925K	4,720	−48	TRIM
378	Ascent Group, LLC	$912K	4,654	−47	TRIM
379	Callan Family Office, LLC	$912K	4,650	−279	TRIM
380	Frank, Rimerman Advisors LLC	$895K	4,565	+5	ADD
381	SEARLE & CO.	$882K	4,500	0	NO CHANGE
382	Allworth Financial LP	$866K	4,416	+284	ADD
383	XTX Topco Ltd	$854K	4,355	+4,355	NEW
384	PRUDENTIAL PLC	$841K	4,291	+1,070	ADD
385	Smartleaf Asset Management LLC	$839K	4,303	+1,115	ADD
386	SHEETS SMITH WEALTH MANAGEMENT	$839K	4,281	0	NO CHANGE
387	KESTRA PRIVATE WEALTH SERVICES, LLC	$836K	4,264	+152	ADD
388	Crossmark Global Holdings, Inc.	$833K	4,250	—	NO PRIOR
389	MARTINGALE ASSET MANAGEMENT L P	$832K	4,246	−4,603	TRIM
390	Merit Financial Group, LLC	$832K	4,243	+186	ADD
391	Empirical Finance, LLC	$825K	4,208	−10	TRIM
392	Checchi Capital Advisers, LLC	$810K	4,133	+343	ADD
393	Fortis Capital Advisors, LLC	$809K	4,128	−1,345	TRIM
394	Vontobel Holding Ltd.	$807K	4,114	+762	ADD
395	Nicholas Investment Partners, LP	$797K	4,067	0	NO CHANGE
396	Portfolio Design Labs, LLC	$793K	4,043	−48	TRIM
397	ONTARIO TEACHERS PENSION PLAN BOARD	$774K	3,947	−8,341	TRIM
398	OpenArc Corporate Advisory, LLC	$769K	3,924	−9,327	TRIM
399	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$744K	3,794	−43	TRIM
400	Kiker Wealth Management, LLC	$734K	3,743	+3,743	NEW
401	GROUP ONE TRADING LLC	$732K	3,736	+3,041	ADD
402	EASTERN BANK	$732K	3,736	−451	TRIM
403	Qsemble Capital Management, LP	$732K	3,733	+3,733	NEW
404	Apollon Wealth Management, LLC	$731K	3,730	+93	ADD
405	Kepler Cheuvreux (Suisse) SA	$723K	3,688	+3,688	NEW
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$722K	3,683	−33	TRIM
407	ADVOCATE GROUP LLC	$716K	3,652	−13	TRIM
408	DRAVO BAY LLC	$712K	3,631	−1,692	TRIM
409	NorthCrest Asset Manangement, LLC	$710K	3,616	−1,732	TRIM
410	Ascentis Independent Advisors	$684K	3,491	−17	TRIM
411	Keyes, Stange & Wooten Wealth Management, LLC	$684K	3,489	+8	ADD
412	AE Wealth Management LLC	$679K	3,464	+259	ADD
413	Cordgrass Capital Advisors, LLC	$677K	3,454	−815	TRIM
414	EVERGREEN CAPITAL MANAGEMENT LLC	$676K	3,450	+128	ADD
415	MAVERICK CAPITAL LTD	$675K	3,442	+3,442	NEW
416	TWIN CAPITAL MANAGEMENT INC	$668K	3,405	+1,548	ADD
417	HOWLAND CAPITAL MANAGEMENT LLC	$667K	3,400	−202	TRIM
418	GREENLEAF TRUST	$664K	3,387	+47	ADD
419	ELEVATION POINT WEALTH PARTNERS, LLC	$664K	3,387	+1,083	ADD
420	North Dakota State Investment Board	$662K	3,377	−630	TRIM
421	Metis Global Partners, LLC	$645K	3,288	−430	TRIM
422	Tower Research Capital LLC (TRC)	$625K	3,190	+843	ADD
423	MUFG SECURITIES AMERICAS INC.	$625K	3,186	+52	ADD
424	Kingsview Wealth Management, LLC	$619K	3,157	+1,751	ADD
425	Vise Technologies, Inc.	$617K	3,355	0	NO CHANGE
426	SECURIAN ASSET MANAGEMENT, INC	$615K	3,138	0	NO CHANGE
427	Grantham, Mayo, Van Otterloo & Co. LLC	$611K	3,115	+415	ADD
428	Chesley Taft & Associates LLC	$608K	3,101	+225	ADD
429	Mutual Advisors, LLC	$603K	3,076	−440	TRIM
430	COLDSTREAM CAPITAL MANAGEMENT INC	$602K	3,073	−241	TRIM
431	Strathmore Capital Advisors, Inc.	$599K	2,980	+66	ADD
432	D.A. DAVIDSON & CO.	$589K	3,003	+51	ADD
433	CARDEROCK CAPITAL MANAGEMENT INC	$588K	3,000	+3,000	NEW
434	MONTGOMERY INVESTMENT MANAGEMENT INC	$588K	3,000	0	NO CHANGE
435	Harbour Wealth Management Group, Inc.	$570K	2,907	+420	ADD
436	Dickmeyer Boyce Financial Management, Inc.	$569K	2,900	—	NO PRIOR
437	Walleye Trading LLC	$562K	2,867	+2,867	NEW
438	PRINCIPAL SECURITIES, INC.	$555K	2,832	+231	ADD
439	Lifeworks Advisors, LLC	$552K	2,818	−102	TRIM
440	PRING TURNER CAPITAL GROUP INC	$552K	3,000	0	NO CHANGE
441	Envestnet Portfolio Solutions, Inc.	$550K	2,807	−16,550	TRIM
442	NAVELLIER & ASSOCIATES INC	$549K	2,802	−183	TRIM
443	BRANDYWINE OAK PRIVATE WEALTH LLC	$544K	2,773	−32	TRIM
444	EagleClaw Capital Managment, LLC	$539K	2,750	−450	TRIM
445	TRUSTMARK BANK TRUST DEPARTMENT	$536K	2,736	−326	TRIM
446	AlphaCore Capital LLC	$534K	2,723	−572	TRIM
447	ZWJ INVESTMENT COUNSEL INC	$529K	2,700	−9	TRIM
448	EP Wealth Advisors, LLC	$528K	2,692	+647	ADD
449	Center for Financial Planning, Inc.	$517K	2,639	+85	ADD
450	LEAVELL INVESTMENT MANAGEMENT, INC.	$515K	2,629	+6	ADD
451	Volterra Technologies LP	$513K	2,618	+2,618	NEW
452	Summit Financial, LLC	$506K	2,579	+2,579	NEW
453	CHESAPEAKE ASSET MANAGEMENT LLC	$498K	2,542	+1,581	ADD
454	TEMA ETFS LLC	$496K	2,530	+7	ADD
455	Apella Capital, LLC	$491K	2,443	+102	ADD
456	Signal Advisors Wealth, LLC	$488K	2,491	+127	ADD
457	Fieldview Capital Management, LLC	$488K	2,490	+663	ADD
458	Advyzon Investment Management, LLC	$487K	2,486	+2,486	NEW
459	Rehmann Capital Advisory Group	$476K	2,428	+389	ADD
460	Hickory Point Bank & Trust	$475K	2,425	+2,425	NEW
461	Voleon Capital Management LP	$475K	2,422	+2,422	NEW
462	ASSOCIATED BANC-CORP	$474K	2,418	0	NO CHANGE
463	Aspire Growth Partners LLC	$472K	2,409	−238	TRIM
464	JOHNSON INVESTMENT COUNSEL INC	$468K	2,389	−245	TRIM
465	JOURNEY STRATEGIC WEALTH LLC	$467K	2,383	+104	ADD
466	FOCUSED ALPHA, LLC	$461K	2,350	+166	ADD
467	PUREfi Wealth, LLC	$458K	2,334	+2,334	NEW
468	Truvestments Capital LLC	$457K	2,333	0	NO CHANGE
469	Sound View Wealth Advisors Group, LLC	$453K	2,309	−27	TRIM
470	GATEWAY INVESTMENT ADVISERS LLC	$451K	2,299	+822	ADD
471	nVerses Capital, LLC	$449K	2,290	+2,290	NEW
472	ASHTON THOMAS SECURITIES, LLC	$449K	2,288	+2,288	NEW
473	Meiji Yasuda Asset Management Co Ltd.	$448K	2,286	−40	TRIM
474	Koshinski Asset Management, Inc.	$442K	2,254	+473	ADD
475	GLOBALT Investments LLC / GA	$440K	2,245	−985	TRIM
476	QUADRANT CAPITAL GROUP LLC	$439K	2,241	−22	TRIM
477	Independent Advisor Alliance	$438K	2,232	−144	TRIM
478	SIGNATUREFD, LLC	$435K	2,221	+39	ADD
479	DoubleLine ETF Adviser LP	$435K	2,219	−342	TRIM
480	EVOKE WEALTH, LLC	$435K	2,218	+208	ADD
481	NavPoint Financial, Inc.	$432K	2,204	0	NO CHANGE
482	Equitable Holdings, Inc.	$429K	2,333	+2,333	NEW
483	Blackston Financial Advisory Group, LLC	$427K	2,176	−83	TRIM
484	Impact Investors, Inc	$425K	2,170	0	NO CHANGE
485	Western Wealth Management, LLC	$425K	2,170	+2,170	NEW
486	EXCALIBUR MANAGEMENT CORP	$424K	2,162	0	NO CHANGE
487	BOOTHBAY FUND MANAGEMENT, LLC	$419K	2,139	+2,139	NEW
488	WEALTH ALLIANCE, LLC	$419K	2,138	+2,138	NEW
489	Avidian Wealth Enterprises, LLC	$411K	2,098	+360	ADD
490	Confluence Wealth Services, Inc.	$410K	2,092	−54	TRIM
491	RITHOLTZ WEALTH MANAGEMENT	$410K	2,090	−41	TRIM
492	OLD NATIONAL BANCORP /IN/	$410K	2,089	−12	TRIM
493	Rossmore Private Capital	$407K	2,075	0	NO CHANGE
494	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$405K	2,047	+11	ADD
495	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$404K	2,092	+7	ADD
496	Bryn Mawr Trust Advisors, LLC	$400K	2,041	+3	ADD
497	Focus Partners Advisor Solutions, LLC	$397K	2,024	+406	ADD
498	Savant Capital, LLC	$396K	2,021	+499	ADD
499	NORDEN GROUP LLC	$395K	2,013	−23	TRIM
500	Severin Investments, LLC	$390K	1,992	+68	ADD

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

Congress ↔ notable managers · DRI

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: 0 — —

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 $10.8M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DARDEN RESTAURANTS INC

Merged timeline of congressional filings and notable-manager moves on DRI
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+607 sh
2026-05-15	Bridgewater Associates 13F	ADD	+307 sh

3 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

11 members of Congress disclosed DRI — 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).