Who holds ticker verified against the SEC company list on 2026-09-11 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Expeditors International Of Washington Inc - US · Equity · quarter ended 2026-03-31 · 11 members disclosed EXPD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 686 holders are listed, largest first: 686
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $15.8B
holders whose share count rose or who opened the position (new + add), by shares: 338
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 83

Holders — quarter ended 2026-03-31

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

13F holders of EXPD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.8B	12,407,614	+534,955	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	8,694,716	—	NO PRIOR
3	STATE STREET CORP	$1.0B	7,225,443	−488,917	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$952M	6,650,122	—	NO PRIOR
5	First Eagle Investment Management, LLC	$852M	5,945,185	−367,120	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$512M	3,591,547	+103,421	ADD
7	FIL Ltd	$442M	3,083,003	−1,474,116	TRIM
8	Boston Partners	$420M	2,935,316	−535,383	TRIM
9	BANK OF AMERICA CORP /DE/	$367M	2,564,534	−77,176	TRIM
10	Invesco Ltd.	$346M	2,414,089	+329,184	ADD
11	Baird Financial Group, Inc.	$313M	2,181,842	+2,181,842	NEW
12	MORGAN STANLEY	$305M	2,128,955	+145,828	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$281M	1,959,962	+91,661	ADD
14	MARSHFIELD ASSOCIATES	$280M	1,953,005	−99,526	TRIM
15	NORTHERN TRUST CORP	$263M	1,836,455	+8,489	ADD
16	DIMENSIONAL FUND ADVISORS LP	$218M	1,522,593	+37,795	ADD
17	FMR LLC	$217M	1,514,723	+5,430	ADD
18	ROYAL BANK OF CANADA	$213M	1,488,359	−11,552	TRIM
19	Amundi	$198M	1,384,347	+405,129	ADD
20	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$159M	1,109,066	+79,344	ADD
21	ENVESTNET ASSET MANAGEMENT INC	$158M	1,104,070	+65,495	ADD
22	PRINCIPAL FINANCIAL GROUP INC	$154M	1,074,726	−2,460	TRIM
23	ProShare Advisors LLC	$149M	1,037,248	−323,659	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$145M	1,009,288	+15,193	ADD
25	D. E. Shaw & Co., Inc.	$141M	985,099	+772,403	ADD
26	WELLINGTON MANAGEMENT GROUP LLP	$137M	955,575	−53,437	TRIM
27	HSBC HOLDINGS PLC	$122M	853,155	−400,135	TRIM
28	Legal & General Group Plc	$118M	823,917	−18,724	TRIM
29	BNP Paribas Asset Management Holding S.A.	$113M	786,124	−52,899	TRIM
30	VANGUARD FIDUCIARY TRUST CO	$108M	753,919	—	NO PRIOR
31	NORDEA INVESTMENT MANAGEMENT AB	$99.5M	697,861	−178,092	TRIM
32	Bank of New York Mellon Corp	$97.3M	679,203	−26,712	TRIM
33	TD ASSET MANAGEMENT INC	$96.7M	675,173	−343,517	TRIM
34	UBS Group AG	$87.4M	610,118	−731,102	TRIM
35	BARCLAYS PLC	$80.4M	561,624	+160,449	ADD
36	RAYMOND JAMES FINANCIAL INC	$77.5M	540,881	+39,264	ADD
37	1832 Asset Management L.P.	$75.1M	524,036	+68,934	ADD
38	AMERICAN CENTURY COMPANIES INC	$73.0M	509,953	+62,482	ADD
39	Epoch Investment Partners, Inc.	$72.4M	505,372	−373,537	TRIM
40	DEUTSCHE BANK AG\	$70.9M	495,190	+34,967	ADD
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$64.1M	447,305	+18,876	ADD
42	Camrose Capital Investment Partners LLP	$63.7M	444,976	+52,496	ADD
43	Allianz Asset Management GmbH	$60.7M	423,771	−56,951	TRIM
44	Summit Trail Advisors, LLC	$59.2M	485,717	+475,623	ADD
45	Qube Research & Technologies Ltd	$57.3M	400,218	+384,658	ADD
46	SW Investment Management LLC	$57.3M	400,000	+400,000	NEW
47	Swiss National Bank	$56.3M	393,300	+21,300	ADD
48	Broad Bay Capital Management, LP	$55.9M	390,451	+390,451	NEW
49	PFA Pension, Forsikringsaktieselskab	$55.6M	387,953	+387,953	NEW
50	COMPASS CAPITAL MANAGEMENT, INC	$55.3M	386,026	−56,935	TRIM
51	ASSETMARK, INC	$53.7M	374,665	+12,417	ADD
52	Nuveen, LLC	$53.0M	370,276	+53,240	ADD
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.4M	365,752	+2,292	ADD
54	AMERIPRISE FINANCIAL INC	$50.4M	351,650	+10,963	ADD
55	MILLENNIUM MANAGEMENT LLC	$50.2M	350,643	+208,164	ADD
56	Sumitomo Mitsui Trust Group, Inc.	$49.0M	341,956	−23,704	TRIM
57	VICTORY CAPITAL MANAGEMENT INC	$48.1M	335,850	+30,893	ADD
58	Mitsubishi UFJ Asset Management Co., Ltd.	$47.7M	332,694	+14,485	ADD
59	ANCHOR CAPITAL ADVISORS LLC	$46.6M	325,500	−10,648	TRIM
60	AQR CAPITAL MANAGEMENT LLC	$46.1M	321,865	+193,560	ADD
61	Vest Financial, LLC	$45.6M	318,653	−99,765	TRIM
62	Tandem Investment Advisors, Inc.	$42.8M	298,670	−29,586	TRIM
63	Vanguard Global Advisers, LLC	$42.1M	294,195	—	NO PRIOR
64	Man Group plc	$42.1M	294,193	+236,432	ADD
65	NOMURA ASSET MANAGEMENT CO LTD	$41.1M	287,130	−72,230	TRIM
66	WORLDQUANT MILLENNIUM ADVISORS LLC	$38.0M	265,528	+265,528	NEW
67	WELLS FARGO & COMPANY/MN	$37.8M	263,778	+23,706	ADD
68	FRANKLIN RESOURCES INC	$35.6M	248,892	+34,652	ADD
69	Eurizon Capital SGR S.p.A.	$33.5M	233,929	+19,178	ADD
70	VANGUARD ASSET MANAGEMENT, Ltd	$33.0M	230,703	—	NO PRIOR
71	RENAISSANCE TECHNOLOGIES LLC	$31.2M	217,716	+79,800	ADD
72	Quantinno Capital Management LP	$29.5M	205,762	+46,946	ADD
73	US BANCORP \DE\	$29.4M	205,173	+216	ADD
74	Zurich Insurance Group Ltd/FI	$28.8M	201,153	−97,539	TRIM
75	LPL Financial LLC	$26.5M	185,236	+3,728	ADD
76	Aware Super Pty Ltd as trustee of Aware Super	$25.7M	179,573	—	NO PRIOR
77	Pictet Asset Management Holding SA	$25.0M	174,339	−31,968	TRIM
78	FIRST TRUST ADVISORS LP	$24.1M	168,606	−1,609,801	TRIM
79	CANADA PENSION PLAN INVESTMENT BOARD	$23.9M	166,640	+137,900	ADD
80	Aberdeen Group plc	$23.0M	160,859	+554	ADD
81	L. Roy Papp & Associates, LLP	$23.0M	160,765	−2,276	TRIM
82	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$22.5M	157,389	+28,164	ADD
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$22.3M	156,034	−1,315	TRIM
84	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$21.6M	150,828	0	NO CHANGE
85	ALLIANCEBERNSTEIN L.P.	$21.5M	144,002	−5,679	TRIM
86	AVIVA PLC	$20.2M	141,247	+3,399	ADD
87	STIFEL FINANCIAL CORP	$20.1M	140,001	−9,020	TRIM
88	Artisan Partners Limited Partnership	$19.4M	135,133	−9,329	TRIM
89	CITIGROUP INC	$19.2M	134,276	−84,681	TRIM
90	J. Goldman & Co LP	$18.9M	132,063	+132,063	NEW
91	Mitsubishi UFJ Trust & Banking Corp	$18.6M	129,915	+40,326	ADD
92	NEW YORK STATE COMMON RETIREMENT FUND	$18.3M	128,061	−1,500	TRIM
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.3M	127,521	−6,050	TRIM
94	EXCHANGE TRADED CONCEPTS, LLC	$18.2M	127,164	+54,636	ADD
95	Squarepoint Ops LLC	$17.7M	123,512	−88,134	TRIM
96	Illinois Municipal Retirement Fund	$17.5M	122,201	−10,150	TRIM
97	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.3M	120,683	+120,683	NEW
98	BANK OF MONTREAL /CAN/	$16.6M	115,902	−15,059	TRIM
99	CAPSTONE INVESTMENT ADVISORS, LLC	$15.9M	111,151	+111,151	NEW
100	NATIONAL BANK OF CANADA /FI/	$15.2M	105,947	+3,448	ADD
101	GHP Investment Advisors, Inc.	$14.6M	102,038	+3,526	ADD
102	TUDOR INVESTMENT CORP ET AL	$14.5M	100,898	+100,898	NEW
103	WELCH & FORBES LLC	$14.4M	100,357	−1,902	TRIM
104	JUPITER ASSET MANAGEMENT LTD	$13.4M	93,481	+93,481	NEW
105	National Pension Service	$13.0M	90,741	+90,741	NEW
106	TRUIST FINANCIAL CORP	$12.2M	85,476	+2,567	ADD
107	CRAWFORD INVESTMENT COUNSEL INC	$11.9M	83,054	−1,228	TRIM
108	SEI INVESTMENTS CO	$11.8M	82,669	+11,860	ADD
109	Empower Advisory Group, LLC	$11.8M	82,398	−15,996	TRIM
110	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.7M	90,652	−116,740	TRIM
111	Mirae Asset Global Investments Co., Ltd.	$11.6M	81,240	+3,460	ADD
112	Swiss Life Asset Management Ltd	$11.3M	79,173	+14,421	ADD
113	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$11.3M	78,952	−880	TRIM
114	Assenagon Asset Management S.A.	$11.2M	78,398	−259,597	TRIM
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.1M	77,213	−6,006	TRIM
116	GLENMEDE TRUST CO NA	$11.0M	76,587	−1,627	TRIM
117	Railway Pension Investments Ltd	$10.9M	75,800	0	NO CHANGE
118	PRUDENTIAL FINANCIAL INC	$10.8M	75,496	+4,691	ADD
119	Asset Management One Co., Ltd.	$10.7M	74,597	−1,215	TRIM
120	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	74,272	−6,178	TRIM
121	Robeco Institutional Asset Management B.V.	$10.5M	73,345	+67,107	ADD
122	Cerity Partners LLC	$10.3M	72,057	−8,386	TRIM
123	Gotham Asset Management, LLC	$10.1M	70,772	+18,433	ADD
124	CITADEL ADVISORS LLC	$10.1M	70,509	−49,328	TRIM
125	Korea Investment CORP	$10.1M	70,261	+2,953	ADD
126	Arbejdsmarkedets Tillaegspension	$10.1M	70,182	+70,182	NEW
127	BANK OF NOVA SCOTIA	$10.0M	69,736	−79,067	TRIM
128	PRUDENTIAL PLC	$9.8M	68,522	+6,538	ADD
129	MERCER GLOBAL ADVISORS INC /ADV	$9.6M	67,107	+37,786	ADD
130	ROYAL LONDON ASSET MANAGEMENT LTD	$9.6M	66,939	−475	TRIM
131	Chevy Chase Trust Holdings, LLC	$9.5M	66,275	−1,931	TRIM
132	Vanguard Investments Australia, Ltd.	$9.5M	66,149	—	NO PRIOR
133	BENJAMIN EDWARDS INC	$9.2M	64,378	+437	ADD
134	YOUSIF CAPITAL MANAGEMENT, LLC	$9.1M	63,542	−9,366	TRIM
135	Avanza Fonder AB	$8.5M	59,000	−425	TRIM
136	WINTON GROUP Ltd	$8.4M	58,828	+51,253	ADD
137	Cresset Asset Management, LLC	$8.4M	58,668	+780	ADD
138	INVESTMENT HOUSE LLC	$8.4M	58,333	+30	ADD
139	TORONTO DOMINION BANK	$8.3M	57,781	−112,664	TRIM
140	GUGGENHEIM CAPITAL LLC	$8.2M	57,042	−5,880	TRIM
141	Empowered Funds, LLC	$8.0M	55,922	+55,922	NEW
142	Resona Asset Management Co.,Ltd.	$7.9M	55,475	−3,362	TRIM
143	Corient Private Wealth LLC	$7.3M	51,025	−55,815	TRIM
144	AZZAD ASSET MANAGEMENT INC /ADV	$7.2M	50,609	−5,390	TRIM
145	OFI INVEST ASSET MANAGEMENT	$7.2M	57,162	−3,216	TRIM
146	Tredje AP-fonden	$7.2M	50,086	+37,507	ADD
147	Y-Intercept (Hong Kong) Ltd	$6.9M	48,124	+48,124	NEW
148	Candriam S.C.A.	$6.9M	48,066	+25,955	ADD
149	Quadrature Capital Ltd	$6.9M	47,872	+47,872	NEW
150	HighTower Advisors, LLC	$6.8M	47,554	+2,419	ADD
151	BURNEY CO/	$6.6M	45,902	−30,067	TRIM
152	Creative Planning	$6.6M	45,880	+6,258	ADD
153	State of New Jersey Common Pension Fund D	$6.5M	45,432	+1,113	ADD
154	Aquatic Capital Management LLC	$6.5M	45,291	+24,078	ADD
155	D.A. DAVIDSON & CO.	$6.5M	45,281	+2,366	ADD
156	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.4M	44,800	+44,800	NEW
157	Lansforsakringar Fondforvaltning AB (publ)	$6.3M	43,715	+358	ADD
158	Greenfield Seitz Capital Management, LLC	$6.2M	43,407	−1,472	TRIM
159	CIBC Bancorp USA Inc.	$6.1M	42,262	—	NO PRIOR
160	Berger Financial Group, Inc	$5.9M	41,378	−9,464	TRIM
161	Johnson Financial Group, Inc.	$5.7M	40,088	−53	TRIM
162	CREDIT AGRICOLE S A	$5.6M	38,751	+25,953	ADD
163	Engineers Gate Manager LP	$5.5M	38,282	+16,576	ADD
164	LBP AM SA	$5.5M	38,194	+38,194	NEW
165	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.5M	38,108	−100	TRIM
166	Andra AP-fonden	$5.4M	38,021	−56,379	TRIM
167	Pathstone Holdings, LLC	$5.4M	38,020	+861	ADD
168	Elo Mutual Pension Insurance Co	$5.4M	37,956	+3,928	ADD
169	JACOBS LEVY EQUITY MANAGEMENT, INC	$5.4M	37,627	−554,423	TRIM
170	ADAGE CAPITAL PARTNERS GP, L.L.C.	$5.4M	37,622	−83,378	TRIM
171	AIMZ Investment Advisors, LLC	$5.4M	37,403	−700	TRIM
172	Atria Investments, Inc	$5.3M	36,938	+2,649	ADD
173	Czech National Bank	$5.2M	36,500	+1,160	ADD
174	Arizona State Retirement System	$5.2M	36,430	−815	TRIM
175	Trinity Legacy Partners, LLC	$5.1M	35,151	−58	TRIM
176	JANE STREET GROUP, LLC	$5.1M	35,295	+28,891	ADD
177	Sanctuary Advisors, LLC	$5.0M	34,933	−1,415	TRIM
178	SEB Asset Management AB	$5.0M	34,572	—	NO PRIOR
179	FIFTH THIRD BANCORP	$4.9M	34,250	+34,250	NEW
180	Marble Harbor Investment Counsel, LLC	$4.8M	33,632	−900	TRIM
181	ASR Vermogensbeheer N.V.	$4.8M	33,535	+608	ADD
182	Ensign Peak Advisors, Inc	$4.8M	33,511	+10,611	ADD
183	CIBC Asset Management Inc	$4.7M	33,006	+1,488	ADD
184	Ethic Inc.	$4.7M	32,857	+6,333	ADD
185	Banco Santander, S.A.	$4.6M	32,027	−13,566	TRIM
186	ZACKS INVESTMENT MANAGEMENT	$4.6M	31,965	+1,287	ADD
187	FORA Capital, LLC	$4.5M	31,692	+13,756	ADD
188	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.5M	31,219	+45	ADD
189	NATIXIS	$4.5M	31,090	−91,552	TRIM
190	Lakeside Advisors, INC.	$4.4M	30,763	−140	TRIM
191	VOYA INVESTMENT MANAGEMENT LLC	$4.3M	30,157	−456,374	TRIM
192	Swedbank AB	$4.3M	29,678	0	NO CHANGE
193	Generali Asset Management SPA SGR	$4.1M	28,838	+1,820	ADD
194	Vanguard Personalized Indexing Management, LLC	$4.1M	28,530	−1,156	TRIM
195	Retirement Systems of Alabama	$4.1M	28,461	−51	TRIM
196	IFM Investors Pty Ltd	$4.1M	28,373	−893	TRIM
197	MACKENZIE FINANCIAL CORP	$4.0M	27,620	+434	ADD
198	Brendel Financial Advisors LLC	$3.9M	27,504	−770	TRIM
199	Kingsview Wealth Management, LLC	$3.9M	27,189	+27,189	NEW
200	Wealthfront Advisers LLC	$3.9M	27,034	+39	ADD
201	STOREBRAND ASSET MANAGEMENT AS	$3.8M	26,378	—	NO PRIOR
202	Woodline Partners LP	$3.8M	26,251	+3,353	ADD
203	LMCG INVESTMENTS, LLC	$3.7M	26,027	+659	ADD
204	EVOLVE PRIVATE WEALTH, LLC	$3.7M	25,696	+25,696	NEW
205	Stonebrook Private Inc.	$3.7M	25,684	−366	TRIM
206	DDD Partners, LLC	$3.6M	25,292	0	NO CHANGE
207	ROBERTS GLORE & CO INC /IL/	$3.6M	25,137	−210	TRIM
208	Walleye Trading LLC	$3.6M	24,982	+24,872	ADD
209	Arjuna Capital	$3.5M	24,753	+813	ADD
210	Inspire Investing, LLC	$3.5M	24,612	+5,089	ADD
211	FIDUCIARY TRUST CO	$3.5M	24,523	−582	TRIM
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.5M	24,093	+6,924	ADD
213	Third View Private Wealth, LLC	$3.4M	23,739	+1,443	ADD
214	DELTA FINANCIAL ADVISORS LLC	$3.4M	23,704	−60	TRIM
215	Bank Julius Baer & Co. Ltd, Zurich	$3.3M	23,445	+285	ADD
216	Keel Point, LLC	$3.3M	23,225	−8,714	TRIM
217	XPONANCE LLC	$3.3M	23,131	+3,069	ADD
218	Daiwa Securities Group Inc.	$3.3M	22,999	−1,435	TRIM
219	Quantbot Technologies LP	$3.3M	22,717	+22,717	NEW
220	Dakota Wealth Management	$3.2M	22,663	+6,442	ADD
221	QRG CAPITAL MANAGEMENT, INC.	$3.2M	22,536	+9,810	ADD
222	OMERS ADMINISTRATION Corp	$3.2M	22,158	+2,716	ADD
223	WEYBOSSET RESEARCH & MANAGEMENT LLC	$3.1M	21,985	−22,096	TRIM
224	Utah Retirement Systems	$3.1M	21,868	−878	TRIM
225	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.1M	21,571	+4,359	ADD
226	COLDSTREAM CAPITAL MANAGEMENT INC	$3.0M	21,150	−5,387	TRIM
227	NOMURA HOLDINGS INC	$3.0M	20,626	+6,812	ADD
228	MV CAPITAL MANAGEMENT, INC.	$2.9M	20,484	−630	TRIM
229	Boomfish Wealth Group, LLC	$2.9M	20,411	+197	ADD
230	Chapman Investment Management, LLC	$2.8M	19,888	−227	TRIM
231	Rakuten Investment Management, Inc.	$2.8M	19,890	+2,188	ADD
232	Cetera Investment Advisers	$2.8M	19,443	+866	ADD
233	COMMERCE BANK	$2.7M	19,099	+815	ADD
234	NEOS Investment Management LLC	$2.7M	19,036	+3,226	ADD
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.7M	18,747	−48	TRIM
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.7M	18,733	+240	ADD
237	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	18,474	−5,570	TRIM
238	Mediolanum International Funds Ltd	$2.6M	18,504	+4,089	ADD
239	Tidal Investments LLC	$2.6M	17,958	+2,851	ADD
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.6M	17,814	−33	TRIM
241	COMMONWEALTH EQUITY SERVICES, LLC	$2.5M	17,541	+52	ADD
242	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.5M	17,321	−16,374	TRIM
243	Diversified Investment Strategies, LLC	$2.5M	17,295	+250	ADD
244	ING GROEP NV	$2.5M	17,285	+17,285	NEW
245	Janus Henderson Group Ltd.	$2.5M	17,232	−1,100	TRIM
246	Verition Fund Management LLC	$2.5M	17,219	−22,322	TRIM
247	CVFG LLC	$2.4M	16,881	+16,881	NEW
248	UniSuper Management Pty Ltd	$2.4M	16,820	−197	TRIM
249	IMC-Chicago, LLC	$2.4M	16,644	+16,644	NEW
250	Trexquant Investment LP	$2.3M	16,371	+16,371	NEW
251	Legacy Financial Strategies, LLC	$2.3M	16,153	−4,317	TRIM
252	BAXTER BROS INC	$2.3M	15,875	0	NO CHANGE
253	Vinva Investment Management Ltd	$2.3M	16,032	+7,957	ADD
254	Values First Advisors, Inc.	$2.2M	15,512	−121	TRIM
255	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.2M	15,377	−16,573	TRIM
256	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	15,361	+43	ADD
257	CAXTON ASSOCIATES LLP	$2.2M	15,065	+15,065	NEW
258	Oak Asset Management, LLC	$2.1M	14,752	−571	TRIM
259	M&T BANK CORP	$2.1M	14,729	+14,729	NEW
260	Bridgewater Associates, LP	$2.1M	14,494	+14,494	NEW
261	Edgestream Partners, L.P.	$2.1M	14,371	+11,169	ADD
262	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	14,258	−137	TRIM
263	MML INVESTORS SERVICES, LLC	$2.0M	14,228	−3,793	TRIM
264	&PARTNERS	$2.0M	14,225	+1,385	ADD
265	Sterling Capital Management LLC	$2.0M	14,163	−3,484	TRIM
266	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	14,133	+14,133	NEW
267	GATEWAY INVESTMENT ADVISERS LLC	$2.0M	13,857	−396	TRIM
268	OP Asset Management Ltd	$2.0M	13,659	—	NO PRIOR
269	NAPLES GLOBAL ADVISORS, LLC	$1.9M	13,419	+9	ADD
270	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.9M	13,280	+136	ADD
271	ALPS ADVISORS INC	$1.9M	13,153	−957	TRIM
272	Federation des caisses Desjardins du Quebec	$1.8M	12,819	+7,252	ADD
273	ICW Investment Advisors LLC	$1.8M	12,772	−532	TRIM
274	Hudson Bay Capital Management LP	$1.8M	12,500	+12,500	NEW
275	Brevan Howard Capital Management LP	$1.8M	12,476	+3,444	ADD
276	Sepio Capital, LP	$1.8M	12,293	−794	TRIM
277	Virtus Investment Advisers, LLC	$1.7M	11,982	−3,992	TRIM
278	STEPHENS INC /AR/	$1.7M	11,649	−605	TRIM
279	Grantham, Mayo, Van Otterloo & Co. LLC	$1.7M	11,623	+8,697	ADD
280	Ameritas Investment Partners, Inc.	$1.6M	11,503	−1,585	TRIM
281	Norinchukin Bank, The	$1.6M	11,306	−40	TRIM
282	3Chopt Investment Partners, LLC	$1.6M	11,192	−179	TRIM
283	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.6M	11,114	−203	TRIM
284	Rafferty Asset Management, LLC	$1.6M	10,857	−3,419	TRIM
285	NorthCrest Asset Manangement, LLC	$1.5M	10,336	−2,126	TRIM
286	HUSSMAN STRATEGIC ADVISORS, INC.	$1.5M	10,500	+10,500	NEW
287	CWM, LLC	$1.5M	10,422	+29	ADD
288	Sequoia Financial Advisors, LLC	$1.5M	10,306	+1,992	ADD
289	MACQUARIE GROUP LTD	$1.5M	10,291	−4,974	TRIM
290	MISSION WEALTH MANAGEMENT, LP	$1.5M	10,226	−148	TRIM
291	OSAIC HOLDINGS, INC.	$1.4M	10,080	+2,608	ADD
292	Vident Advisory, LLC	$1.4M	9,953	+2,182	ADD
293	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	9,918	+1,920	ADD
294	Centiva Capital, LP	$1.4M	9,885	+5,450	ADD
295	AIGEN INVESTMENT MANAGEMENT, LP	$1.4M	9,879	−43	TRIM
296	BROWN ADVISORY INC	$1.4M	9,816	−1,234	TRIM
297	GREAT LAKES ADVISORS, LLC	$1.4M	9,787	0	NO CHANGE
298	Lido Advisors, LLC	$1.4M	9,773	+710	ADD
299	Investment Management Corp of Ontario	$1.4M	9,547	+400	ADD
300	B. Metzler seel. Sohn & Co. AG	$1.3M	9,254	−204	TRIM
301	XTX Topco Ltd	$1.3M	9,162	+6,562	ADD
302	Alpha Omega Wealth Management LLC	$1.3M	8,925	−287	TRIM
303	MCDONALD CAPITAL INVESTORS INC/CA	$1.3M	8,860	−2,490	TRIM
304	Perbak Capital Partners LLP	$1.3M	8,834	+3,915	ADD
305	Resonant Capital Advisors, LLC	$1.3M	8,743	−138	TRIM
306	Meadowbrook Advisors Group, LLC	$1.2M	8,714	−145	TRIM
307	Ascent Group, LLC	$1.2M	8,431	−2,749	TRIM
308	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	8,420	+3,122	ADD
309	Capital Investment Counsel, Inc	$1.2M	8,182	−333	TRIM
310	Global X Japan Co., Ltd.	$1.2M	8,155	−978	TRIM
311	MIZUHO SECURITIES USA LLC	$1.2M	8,102	−1,657	TRIM
312	AustralianSuper Pty Ltd	$1.1M	7,992	+3,631	ADD
313	PANAGORA ASSET MANAGEMENT INC	$1.1M	7,917	0	NO CHANGE
314	Freestone Grove Partners LP	$1.1M	7,904	+7,904	NEW
315	HARRELL INVESTMENT PARTNERS, LLC	$1.1M	7,901	−40	TRIM
316	Lombard Odier Asset Management (Switzerland) SA	$1.1M	7,897	+7,897	NEW
317	BLAIR WILLIAM & CO/IL	$1.1M	7,885	+118	ADD
318	CIBC WORLD MARKET INC.	$1.1M	7,780	−326	TRIM
319	Summit Asset Management, LLC	$1.1M	7,726	−284	TRIM
320	Laird Norton Wetherby Trust Company, LLC	$1.1M	7,592	−72	TRIM
321	DAYMARK WEALTH PARTNERS, LLC	$1.1M	7,548	+19	ADD
322	Portfolio Design Labs, LLC	$1.1M	7,466	−4,628	TRIM
323	Caprock Group, LLC	$1.1M	7,440	−181	TRIM
324	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.1M	7,394	+112	ADD
325	Aster Capital Management (DIFC) Ltd	$1.1M	8,775	+5,240	ADD
326	Metis Global Partners, LLC	$1.0M	7,252	−726	TRIM
327	Impact Partnership Wealth, LLC	$1.0M	7,057	+7,057	NEW
328	LECAP ASSET MANAGEMENT LTD	$1.0M	7,035	+7,035	NEW
329	Gibbs Wealth Management	$1.0M	7,030	+5,253	ADD
330	Allspring Global Investments Holdings, LLC	$1.0M	6,945	+139	ADD
331	Crossmark Global Holdings, Inc.	$985K	6,877	—	NO PRIOR
332	Allworth Financial LP	$973K	6,792	+231	ADD
333	INTECH INVESTMENT MANAGEMENT LLC	$966K	6,742	+6,742	NEW
334	World Investment Advisors	$963K	6,724	−1,339	TRIM
335	Maryland State Retirement & Pension System	$945K	6,598	0	NO CHANGE
336	denkapparat Operations GmbH	$918K	6,410	0	NO CHANGE
337	Wellington Grp LLC	$917K	6,404	—	NO PRIOR
338	Farringdon Capital, Ltd.	$914K	6,382	+6,382	NEW
339	Beacon Pointe Advisors, LLC	$913K	6,377	+828	ADD
340	AE Wealth Management LLC	$910K	6,353	+1,145	ADD
341	Inspire Advisors, LLC	$895K	6,250	+919	ADD
342	AXQ CAPITAL, LP	$892K	6,231	+4,414	ADD
343	Machina Capital S.A.S.	$890K	6,217	+6,217	NEW
344	Portside Wealth Group, LLC	$889K	6,204	+559	ADD
345	TWO SIGMA SECURITIES, LLC	$846K	5,910	+677	ADD
346	JOHNSON INVESTMENT COUNSEL INC	$823K	5,744	0	NO CHANGE
347	NewEdge Advisors, LLC	$800K	5,586	+5,586	NEW
348	MUFG Securities EMEA plc	$787K	5,494	0	NO CHANGE
349	Orion Porfolio Solutions, LLC	$786K	5,485	+79	ADD
350	Dai-ichi Life Insurance Company, Ltd	$785K	5,478	−912	TRIM
351	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$777K	5,428	+5,428	NEW
352	Frank, Rimerman Advisors LLC	$775K	5,413	+5	ADD
353	Private Advisor Group, LLC	$775K	5,409	+558	ADD
354	Baader Bank Aktiengesellschaft	$765K	5,513	+1,368	ADD
355	HB Wealth Management, LLC	$761K	5,312	+252	ADD
356	Empirical Finance, LLC	$752K	5,252	−13	TRIM
357	Advyzon Investment Management, LLC	$737K	5,142	+1,093	ADD
358	Qtron Investments LLC	$687K	4,796	+749	ADD
359	TOKIO MARINE ASSET MANAGEMENT CO LTD	$675K	4,711	+537	ADD
360	Soltis Investment Advisors LLC	$665K	4,642	+110	ADD
361	State of Wyoming	$664K	4,634	+722	ADD
362	Perpetual Ltd	$661K	4,615	−313	TRIM
363	Radnor Capital Management, LLC	$659K	4,600	0	NO CHANGE
364	PARSONS CAPITAL MANAGEMENT INC/RI	$647K	4,516	+341	ADD
365	Triad Wealth Partners, LLC	$642K	4,480	+171	ADD
366	FORTRESS PRIVATE LEDGER, LLC	$631K	4,403	+541	ADD
367	MAI Capital Management	$628K	4,384	−369	TRIM
368	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$614K	4,289	+7	ADD
369	Wynn Capital, LLC	$611K	4,264	+115	ADD
370	Burton Enright Welch	$603K	4,208	−100	TRIM
371	Fortis Capital Management LLC	$601K	4,196	−5	TRIM
372	Osmosis Investment Management UK Ltd	$600K	4,190	+4,190	NEW
373	FOX RUN MANAGEMENT, L.L.C.	$599K	4,233	+4,233	NEW
374	North Dakota State Investment Board	$592K	4,136	−777	TRIM
375	Gilbert Capital Group, Inc.	$587K	4,100	0	NO CHANGE
376	Auto-Owners Insurance Co	$587K	4,095	0	NO CHANGE
377	Fifth Third Wealth Advisors LLC	$581K	4,056	+226	ADD
378	SIGNATUREFD, LLC	$577K	4,026	+579	ADD
379	BAKER TILLY WEALTH MANAGEMENT, LLC	$572K	3,995	+20	ADD
380	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$565K	3,917	+318	ADD
381	Simplicity Wealth,LLC	$555K	3,873	+163	ADD
382	QUADRANT CAPITAL GROUP LLC	$553K	3,863	−90	TRIM
383	Avior Wealth Management, LLC	$552K	3,854	−414	TRIM
384	Independent Advisor Alliance	$551K	3,844	−17,434	TRIM
385	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$549K	3,831	+22	ADD
386	MITCHELL SINKLER & STARR/PA	$548K	3,829	0	NO CHANGE
387	Vise Technologies, Inc.	$543K	3,644	0	NO CHANGE
388	ASHTON THOMAS SECURITIES, LLC	$540K	3,768	+3,768	NEW
389	Diversified Enterprises, LLC	$530K	3,701	+3,701	NEW
390	SECURIAN ASSET MANAGEMENT, INC	$522K	3,644	0	NO CHANGE
391	EVENTIDE ASSET MANAGEMENT, LLC	$515K	3,642	+157	ADD
392	Kestra Advisory Services, LLC	$515K	3,596	−206	TRIM
393	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$513K	3,579	—	NO PRIOR
394	Concurrent Investment Advisors, LLC	$511K	3,569	−2,669	TRIM
395	Deseret Mutual Benefit Administrators	$511K	3,568	+1,446	ADD
396	Pinnacle Financial Partners, Inc.	$511K	3,566	−178	TRIM
397	OPPENHEIMER & CO INC	$511K	3,565	0	NO CHANGE
398	Hardy Reed LLC	$499K	3,485	−28	TRIM
399	Pure Financial Advisors, LLC	$499K	3,483	+9	ADD
400	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$498K	3,479	−470	TRIM
401	MANNING & NAPIER ADVISORS LLC	$496K	3,460	−592	TRIM
402	BROWN, LISLE/CUMMINGS, INC.	$494K	3,450	+21	ADD
403	Brooklyn Investment Group	$492K	3,439	−1,023	TRIM
404	AIA Group Ltd	$489K	3,413	+3,413	NEW
405	Aberdeen Wealth Management LLC	$488K	3,406	−50	TRIM
406	BEACON INVESTMENT ADVISORY SERVICES, INC.	$484K	3,379	+611	ADD
407	Chicago Partners Investment Group LLC	$478K	3,219	+603	ADD
408	Snowden Capital Advisors LLC	$465K	3,244	+41	ADD
409	Claro Advisors Inc.	$464K	3,241	+1,498	ADD
410	Ameritas Advisory Services, LLC	$461K	3,216	−40	TRIM
411	Stirlingshire Investments, Inc.	$459K	3,207	+1,454	ADD
412	CHOREO, LLC	$459K	3,207	−246	TRIM
413	EVERGREEN CAPITAL MANAGEMENT LLC	$459K	3,203	+43	ADD
414	Merit Financial Group, LLC	$451K	3,146	−80	TRIM
415	Grove Bank & Trust	$447K	3,124	+786	ADD
416	Rockefeller Capital Management L.P.	$446K	3,114	−1,352	TRIM
417	KEYBANK NATIONAL ASSOCIATION/OH	$446K	3,111	−93	TRIM
418	Tannin Capital LLC	$445K	3,104	+40	ADD
419	Steward Partners Investment Advisory, LLC	$438K	3,061	+272	ADD
420	Wedmont Private Capital	$437K	2,981	−1,063	TRIM
421	MARCO INVESTMENT MANAGEMENT LLC	$437K	3,050	0	NO CHANGE
422	Annis Gardner Whiting Capital Advisors, LLC	$432K	3,019	+35	ADD
423	Polymer Capital Management (US) LLC	$431K	3,007	−3,377	TRIM
424	Westerkirk Capital Inc.	$430K	3,000	−800	TRIM
425	Wagner Wealth Management, Corp	$429K	2,998	+2,998	NEW
426	Castleview Partners, LLC	$426K	2,973	−187	TRIM
427	Manchester Capital Management LLC	$426K	2,971	0	NO CHANGE
428	Tower Research Capital LLC (TRC)	$424K	2,958	−3,184	TRIM
429	MGO ONE SEVEN LLC	$424K	2,957	−633	TRIM
430	Equitable Holdings, Inc.	$422K	2,878	+1,198	ADD
431	Graham Capital Management, L.P.	$420K	2,935	+1,033	ADD
432	Ascentis Independent Advisors	$410K	2,862	+2,862	NEW
433	CFS Investment Advisory Services, LLC	$410K	2,782	−210	TRIM
434	RIA Advisory Group LLC	$401K	2,799	−23	TRIM
435	EntryPoint Capital, LLC	$400K	2,792	+2,792	NEW
436	Envestnet Portfolio Solutions, Inc.	$396K	2,767	−3,977	TRIM
437	Center For Asset Management LLC	$393K	2,745	+68	ADD
438	Lighthouse Investment Partners, LLC	$389K	2,719	+2,719	NEW
439	Rodgers Brothers Inc.	$381K	2,660	0	NO CHANGE
440	Mariner, LLC	$378K	2,640	−4,353	TRIM
441	Revisor Wealth Management LLC	$377K	2,645	−83	TRIM
442	RITHOLTZ WEALTH MANAGEMENT	$375K	2,619	+2,619	NEW
443	Cannell & Spears LLC	$375K	2,617	−500	TRIM
444	Waverly Advisors, LLC	$371K	2,589	+625	ADD
445	Diversified Trust Co	$369K	2,576	+2,576	NEW
446	Pine Haven Investment Counsel, Inc	$368K	2,570	0	NO CHANGE
447	Compound Planning, Inc.	$359K	2,508	+177	ADD
448	Herold Advisors, Inc.	$358K	2,500	0	NO CHANGE
449	R Squared Ltd	$358K	2,498	+1,107	ADD
450	Hennion & Walsh Asset Management, Inc.	$356K	2,487	−30	TRIM
451	Aaron Wealth Advisors LLC	$355K	2,478	+100	ADD
452	Savant Capital, LLC	$353K	2,463	+445	ADD
453	Focus Partners Wealth	$350K	2,443	−3,672	TRIM
454	ONE WEALTH CAPITAL MANAGEMENT, LLC	$347K	2,354	+916	ADD
455	EP Wealth Advisors, LLC	$340K	2,376	−810	TRIM
456	Sun Financial Inc	$340K	2,211	−116	TRIM
457	Vestmark Advisory Solutions, Inc.	$337K	2,351	−525	TRIM
458	PAX Financial Group, LLC	$336K	2,349	−306	TRIM
459	South Shore Capital Advisors	$326K	2,279	0	NO CHANGE
460	B. Riley Wealth Advisors, Inc.	$323K	2,280	−129	TRIM
461	FIDELIS CAPITAL PARTNERS, LLC	$321K	2,242	+54	ADD
462	Dana Investment Advisors, Inc.	$321K	2,239	−100	TRIM
463	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$316K	2,207	+344	ADD
464	EPACRIA CAPITAL PARTNERS, LLC	$315K	2,200	0	NO CHANGE
465	Jefferies Financial Group Inc.	$314K	2,192	+2,192	NEW
466	OXFORD ASSET MANAGEMENT LLP	$314K	2,192	+2,192	NEW
467	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$314K	2,191	+2,191	NEW
468	Alliance Wealth Advisors, LLC /UT	$312K	2,181	−993	TRIM
469	Buttonwood Financial Advisors Inc.	$310K	2,165	0	NO CHANGE
470	Larson Financial Group LLC	$308K	2,150	+136	ADD
471	180 WEALTH ADVISORS, LLC	$306K	2,135	−8	TRIM
472	Sound Financial Strategies Group, LLC	$304K	2,125	−2,989	TRIM
473	Stratos Wealth Partners, LTD.	$299K	2,089	+57	ADD
474	Spire Wealth Management	$294K	2,053	+86	ADD
475	BARD ASSOCIATES INC	$294K	2,051	+1,838	ADD
476	BERKSHIRE ASSET MANAGEMENT LLC/PA	$293K	2,044	0	NO CHANGE
477	PRINCIPAL SECURITIES, INC.	$291K	2,035	+465	ADD
478	DAVENPORT & Co LLC	$289K	2,020	+50	ADD
479	TEACHER RETIREMENT SYSTEM OF TEXAS	$288K	2,014	−5,770	TRIM
480	Aptus Capital Advisors, LLC	$288K	2,008	−102	TRIM
481	Advisors Capital Management, LLC	$287K	2,001	+163	ADD
482	BALYASNY ASSET MANAGEMENT L.P.	$286K	2,000	−1,088,892	TRIM
483	Callan Family Office, LLC	$284K	1,980	+33	ADD
484	Phillips Wealth Planners LLC	$279K	1,796	−300	TRIM
485	Caldwell Trust Co	$278K	1,940	0	NO CHANGE
486	PACES FERRY WEALTH ADVISORS, LLC	$278K	1,939	−2	TRIM
487	Meeder Advisory Services, Inc.	$277K	1,935	+61	ADD
488	Siemens Fonds Invest GmbH	$277K	1,933	0	NO CHANGE
489	Kera Capital Partners, Inc.	$277K	1,931	+222	ADD
490	TEMA ETFS LLC	$276K	1,928	+7	ADD
491	Black Diamond Financial, LLC	$276K	1,927	0	NO CHANGE
492	Guardian Wealth Advisors, LLC	$274K	1,910	−59	TRIM
493	NWAM LLC	$273K	1,904	−7	TRIM
494	Board of the Pension Protection Fund	$272K	1,900	+1,600	ADD
495	CIDEL ASSET MANAGEMENT INC	$270K	1,887	+247	ADD
496	Smartleaf Asset Management LLC	$269K	1,902	−128	TRIM
497	Sowell Financial Services LLC	$269K	1,878	−285	TRIM
498	Vontobel Holding Ltd.	$268K	1,870	+127	ADD
499	FIDUCIARY FAMILY OFFICE, LLC	$266K	1,859	−100	TRIM
500	KESTRA PRIVATE WEALTH SERVICES, LLC	$266K	1,858	−62	TRIM

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

Congress ↔ notable managers · EXPD

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: 4 Tudor Investment Corp, Gotham Asset Management, Caxton Associates, Bridgewater Associates $28.8M held
Trimming: 1 Coatue Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Expeditors International Of Washington Inc - US

Merged timeline of congressional filings and notable-manager moves on EXPD
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+100,898 sh
2026-05-15	Gotham Asset Management 13F	ADD	+18,433 sh
2026-05-15	Bridgewater Associates 13F	NEW	+14,494 sh
2026-05-15	Coatue Management 13F	EXIT	−365,987 sh
2026-05-14	Caxton Associates 13F	NEW	+15,065 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

11 members of Congress disclosed EXPD — 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).