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 ↗

FREEPORT MCMORAN INC · CL B · quarter ended 2026-03-31 · 20 members disclosed FCX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,520 holders are listed, largest first: 1,520
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $66.1B
holders whose share count rose or who opened the position (new + add), by shares: 824
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 152

Holders — quarter ended 2026-03-31

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

13F holders of FCX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$7.4B	125,871,028	+17,446,139	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.5B	93,403,193	—	NO PRIOR
3	Fisher Asset Management, LLC	$3.8B	65,089,606	+1,208,849	ADD
4	STATE STREET CORP	$3.8B	64,185,008	+1,311,872	ADD
5	BANK OF AMERICA CORP /DE/	$2.5B	42,345,502	+7,044,775	ADD
6	Capital Research Global Investors	$2.4B	40,841,930	+5,665,313	ADD
7	FRANKLIN RESOURCES INC	$2.1B	35,318,777	−2,035,075	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$1.9B	32,282,535	+612,985	ADD
9	MORGAN STANLEY	$1.5B	26,227,652	−8,034,589	TRIM
10	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	23,633,348	—	NO PRIOR
11	Bank of New York Mellon Corp	$1.1B	19,003,275	−3,682,148	TRIM
12	FMR LLC	$1.1B	18,182,385	+3,384,573	ADD
13	NORTHERN TRUST CORP	$881M	14,984,863	+99,441	ADD
14	DIMENSIONAL FUND ADVISORS LP	$771M	13,116,518	−47,699	TRIM
15	WELLINGTON MANAGEMENT GROUP LLP	$770M	13,107,368	−18,192,535	TRIM
16	MILLENNIUM MANAGEMENT LLC	$745M	12,667,694	−3,269,309	TRIM
17	Invesco Ltd.	$732M	12,459,506	+2,775,312	ADD
18	Janus Henderson Group Ltd.	$676M	11,498,267	+5,784,156	ADD
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$661M	11,241,970	−8,731,138	TRIM
20	VICTORY CAPITAL MANAGEMENT INC	$657M	11,180,678	−6,185,918	TRIM
21	Clearbridge Investments, LLC	$656M	11,156,828	−3,776,102	TRIM
22	Amundi	$629M	10,693,916	−3,517,663	TRIM
23	UBS Group AG	$618M	10,521,274	−2,867,269	TRIM
24	AMERIPRISE FINANCIAL INC	$593M	10,081,824	−925,872	TRIM
25	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$578M	9,829,134	+6,179,224	ADD
26	Nuveen, LLC	$575M	9,783,746	+605,800	ADD
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$549M	9,336,937	+191,574	ADD
28	Crake Asset Management LLP	$545M	9,275,434	−346,000	TRIM
29	D. E. Shaw & Co., Inc.	$538M	9,149,748	−3,740,687	TRIM
30	Boston Partners	$519M	8,806,461	+890,113	ADD
31	AQR CAPITAL MANAGEMENT LLC	$505M	8,835,759	+156,443	ADD
32	Legal & General Group Plc	$476M	8,096,904	+577,920	ADD
33	VANGUARD FIDUCIARY TRUST CO	$475M	8,087,192	—	NO PRIOR
34	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$454M	7,725,080	+2,366,783	ADD
35	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$431M	7,328,733	−927,482	TRIM
36	BANK OF MONTREAL /CAN/	$408M	6,938,050	−80,838	TRIM
37	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$387M	6,586,363	+210,492	ADD
38	BARCLAYS PLC	$373M	6,338,741	+3,032,761	ADD
39	TWO SIGMA INVESTMENTS, LP	$367M	6,251,451	+2,564,144	ADD
40	ROYAL BANK OF CANADA	$322M	5,473,937	−531,144	TRIM
41	Assenagon Asset Management S.A.	$309M	5,257,470	+2,332,625	ADD
42	Ninety One UK Ltd	$269M	4,584,244	−59,796	TRIM
43	Value Aligned Research Advisors, LLC	$260M	4,421,462	+4,421,462	NEW
44	CITIGROUP INC	$258M	4,394,046	+481,335	ADD
45	TD ASSET MANAGEMENT INC	$256M	4,363,041	+3,617,388	ADD
46	DEUTSCHE BANK AG\	$250M	4,257,115	+1,452,962	ADD
47	WELLS FARGO & COMPANY/MN	$242M	4,120,940	+1,187,487	ADD
48	Allspring Global Investments Holdings, LLC	$232M	3,790,097	−806,027	TRIM
49	National Pension Service	$227M	3,857,582	+3,857,582	NEW
50	CITADEL ADVISORS LLC	$209M	3,554,068	−2,566,927	TRIM
51	RAYMOND JAMES FINANCIAL INC	$208M	3,544,493	+315,575	ADD
52	Slate Path Capital LP	$204M	3,468,900	−1,686,100	TRIM
53	Sumitomo Mitsui Trust Group, Inc.	$199M	3,384,552	−88,819	TRIM
54	FIL Ltd	$196M	3,328,685	−2,724,208	TRIM
55	PECONIC PARTNERS LLC	$195M	3,317,068	+1,317,068	ADD
56	Mitsubishi UFJ Asset Management Co., Ltd.	$191M	3,257,205	+235,489	ADD
57	Vanguard Global Advisers, LLC	$186M	3,161,179	—	NO PRIOR
58	RENAISSANCE TECHNOLOGIES LLC	$180M	3,053,889	+1,791,018	ADD
59	HSBC HOLDINGS PLC	$173M	2,948,375	−3,711,595	TRIM
60	SCHRODER INVESTMENT MANAGEMENT GROUP	$168M	3,066,701	−176,173	TRIM
61	Capital International Investors	$167M	2,846,306	−4,806,450	TRIM
62	THORNBURG INVESTMENT MANAGEMENT INC	$167M	2,836,234	+41,440	ADD
63	Artemis Investment Management LLP	$166M	2,831,850	+1,935,812	ADD
64	General Pension Society PZU Joint Stock Co	$164M	2,796,923	+608,132	ADD
65	AMERICAN CENTURY COMPANIES INC	$158M	2,692,925	+369,963	ADD
66	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$156M	2,650,000	0	NO CHANGE
67	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$151M	2,569,636	−826,756	TRIM
68	Perpetual Ltd	$150M	2,556,158	+4,808	ADD
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$147M	2,496,909	+11,257	ADD
70	VANGUARD ASSET MANAGEMENT, Ltd	$146M	2,483,744	—	NO PRIOR
71	Regal Partners Ltd	$143M	2,435,382	−755,876	TRIM
72	LOS ANGELES CAPITAL MANAGEMENT LLC	$143M	2,432,161	−277,357	TRIM
73	ALLIANCEBERNSTEIN L.P.	$141M	2,766,722	+1,069,430	ADD
74	RHUMBLINE ADVISERS	$139M	2,371,615	−31,709	TRIM
75	LPL Financial LLC	$138M	2,355,067	+353,254	ADD
76	VOYA INVESTMENT MANAGEMENT LLC	$137M	2,326,501	−1,053,806	TRIM
77	KEYBANK NATIONAL ASSOCIATION/OH	$135M	2,302,017	−47,613	TRIM
78	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$128M	2,175,917	−55,354	TRIM
79	PRINCIPAL FINANCIAL GROUP INC	$124M	2,109,513	+86,813	ADD
80	NATIONAL BANK OF CANADA /FI/	$116M	1,979,265	+823,917	ADD
81	ENVESTNET ASSET MANAGEMENT INC	$113M	1,914,720	+275,462	ADD
82	PANAGORA ASSET MANAGEMENT INC	$105M	1,786,188	−1,084,668	TRIM
83	BALYASNY ASSET MANAGEMENT L.P.	$96.4M	1,640,746	−1,321,693	TRIM
84	ALPS ADVISORS INC	$95.0M	1,616,439	+849,726	ADD
85	NEW YORK STATE COMMON RETIREMENT FUND	$94.4M	1,606,715	+3,200	ADD
86	BANK OF NOVA SCOTIA	$92.9M	1,579,852	−314,026	TRIM
87	JANE STREET GROUP, LLC	$91.8M	1,562,407	+655,920	ADD
88	Russell Investments Group, Ltd.	$89.3M	1,520,625	+4,872	ADD
89	MARSHALL WACE, LLP	$87.8M	1,494,132	−2,142,018	TRIM
90	STIFEL FINANCIAL CORP	$76.7M	1,304,078	−66,811	TRIM
91	Qube Research & Technologies Ltd	$76.5M	1,301,353	+110,764	ADD
92	HOMESTEAD ADVISERS CORP	$75.6M	1,300,494	−14,600	TRIM
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$75.1M	1,277,671	−11,032	TRIM
94	Aberdeen Group plc	$75.0M	1,276,252	+106,310	ADD
95	Connor, Clark & Lunn Investment Management Ltd.	$73.2M	1,245,713	−374,057	TRIM
96	OAKTREE CAPITAL MANAGEMENT LP	$71.7M	1,220,122	−169,931	TRIM
97	AVIVA PLC	$71.7M	1,219,077	+35,514	ADD
98	Clark Capital Management Group, Inc.	$67.8M	1,153,498	+1,146,693	ADD
99	SEI INVESTMENTS CO	$64.6M	1,098,433	+38,233	ADD
100	ARS Investment Partners, LLC	$63.0M	1,072,053	+146,959	ADD
101	HighTower Advisors, LLC	$62.7M	1,067,144	−1,149	TRIM
102	TOCQUEVILLE ASSET MANAGEMENT L.P.	$62.7M	1,066,526	−240,510	TRIM
103	FIFTH THIRD BANCORP	$62.5M	1,062,916	+272,726	ADD
104	ADAGE CAPITAL PARTNERS GP, L.L.C.	$61.0M	1,037,500	−258,900	TRIM
105	Merewether Investment Management, LP	$58.7M	998,764	−910,636	TRIM
106	OMERS ADMINISTRATION Corp	$58.4M	992,993	+941,685	ADD
107	Universal- Beteiligungs- und Servicegesellschaft mbH	$57.4M	977,968	+42,757	ADD
108	Korea Investment CORP	$55.5M	943,965	−793,445	TRIM
109	BIT Capital GmbH	$55.3M	940,345	+940,345	NEW
110	Ensign Peak Advisors, Inc	$54.6M	928,912	+265,116	ADD
111	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	$54.2M	921,400	−458,360	TRIM
112	Squarepoint Ops LLC	$52.9M	900,139	−59,798	TRIM
113	Generali Powszechne Towarzystwo Emerytalne	$52.4M	892,200	+892,200	NEW
114	IEQ CAPITAL, LLC	$52.3M	890,369	+93,738	ADD
115	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$51.6M	877,558	−2,107,189	TRIM
116	Rovida Investment Management Ltd	$51.1M	870,000	+870,000	NEW
117	Life Cycle Investment Partners Ltd	$50.4M	857,460	+399,730	ADD
118	Point72 Asset Management, L.P.	$48.8M	830,292	−2,531,515	TRIM
119	CREDIT AGRICOLE S A	$48.5M	825,281	−1,449	TRIM
120	Calamos Advisors LLC	$47.8M	813,783	−113,597	TRIM
121	Annex Advisory Services, LLC	$46.6M	792,650	−165,132	TRIM
122	PFA Pension, Forsikringsaktieselskab	$45.6M	775,955	+775,955	NEW
123	STATE OF WISCONSIN INVESTMENT BOARD	$45.2M	768,994	+25,076	ADD
124	SEB Asset Management AB	$44.3M	753,144	—	NO PRIOR
125	TCTC Holdings, LLC	$44.3M	753,026	−3,107	TRIM
126	TD Waterhouse Canada Inc.	$44.2M	723,366	+384,296	ADD
127	ATALANTA SOSNOFF CAPITAL, LLC	$43.9M	746,304	+746,304	NEW
128	Mitsubishi UFJ Trust & Banking Corp	$42.8M	727,565	+141,567	ADD
129	Pictet Asset Management Holding SA	$42.6M	725,473	+14,384	ADD
130	Gotham Asset Management, LLC	$42.1M	716,292	−11,423	TRIM
131	Vanguard Investments Australia, Ltd.	$42.0M	714,612	—	NO PRIOR
132	Chevy Chase Trust Holdings, LLC	$41.7M	710,154	−19,822	TRIM
133	Grantham, Mayo, Van Otterloo & Co. LLC	$41.2M	701,125	−253,400	TRIM
134	Mariner, LLC	$40.8M	694,965	+154,545	ADD
135	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$40.8M	694,569	+157,804	ADD
136	DEPRINCE RACE & ZOLLO INC	$40.6M	690,145	−280,699	TRIM
137	Cetera Investment Advisers	$40.5M	688,431	+145,835	ADD
138	Candriam S.C.A.	$39.9M	679,498	+345,865	ADD
139	Temasek Holdings (Private) Ltd	$39.3M	669,247	+66,038	ADD
140	PUBLIC SECTOR PENSION INVESTMENT BOARD	$38.6M	656,763	+470,190	ADD
141	Quantinno Capital Management LP	$38.5M	655,119	+131,001	ADD
142	Asset Management One Co., Ltd.	$38.3M	651,453	+7	ADD
143	CAPITAL ADVISORS INC/OK	$36.5M	620,634	−367,705	TRIM
144	Engineers Gate Manager LP	$36.3M	617,735	−112,867	TRIM
145	TEACHER RETIREMENT SYSTEM OF TEXAS	$36.3M	617,254	+358,923	ADD
146	Albar Capital Partners LLP	$35.8M	609,102	−356,681	TRIM
147	NORDEA INVESTMENT MANAGEMENT AB	$35.5M	624,578	+536,644	ADD
148	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$35.4M	602,375	+23,437	ADD
149	NOMURA ASSET MANAGEMENT CO LTD	$35.3M	601,041	+1,397	ADD
150	ROYAL LONDON ASSET MANAGEMENT LTD	$34.6M	588,112	+13,697	ADD
151	Fiera Capital Corp	$34.4M	585,046	−96,810	TRIM
152	TruWealth Advisors, LLC	$34.1M	579,556	−10,119	TRIM
153	DIAMOND HILL CAPITAL MANAGEMENT INC	$33.6M	571,807	−174,557	TRIM
154	SIR Capital Management, L.P.	$32.8M	558,694	−66,262	TRIM
155	Zurich Insurance Group Ltd/FI	$32.8M	557,773	−1,722,687	TRIM
156	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$32.6M	555,093	0	NO CHANGE
157	FIRST TRUST ADVISORS LP	$32.3M	550,355	−10,268	TRIM
158	WESTFIELD CAPITAL MANAGEMENT CO LP	$32.0M	544,359	+544,359	NEW
159	MACKENZIE FINANCIAL CORP	$31.2M	530,876	+323,506	ADD
160	PKO BP BANKOWY Universal Pension Society JSC	$31.0M	527,755	0	NO CHANGE
161	Mediolanum International Funds Ltd	$30.2M	553,087	−347,558	TRIM
162	Tamar Securities, LLC	$29.8M	507,305	+10,593	ADD
163	UniSuper Management Pty Ltd	$29.6M	504,057	+159,297	ADD
164	MUFG Securities EMEA plc	$29.5M	502,528	−594,000	TRIM
165	State of New Jersey Common Pension Fund D	$29.3M	498,293	−2,461	TRIM
166	CIBC WORLD MARKET INC.	$28.5M	484,526	+71,699	ADD
167	Focus Partners Wealth	$28.3M	480,109	+74,532	ADD
168	VILLERE ST DENIS J & CO LLC	$27.9M	474,486	−247,605	TRIM
169	TORONTO DOMINION BANK	$27.7M	471,946	−368,258	TRIM
170	Creative Planning	$27.7M	471,483	+69,114	ADD
171	Tidal Investments LLC	$27.6M	472,822	+115,869	ADD
172	Rockefeller Capital Management L.P.	$27.4M	466,055	−57,057	TRIM
173	LAZARD ASSET MANAGEMENT LLC	$27.2M	463,166	+319,061	ADD
174	Drummond Knight Asset Management Pty Ltd	$27.0M	458,532	−855,420	TRIM
175	Lansforsakringar Fondforvaltning AB (publ)	$26.7M	454,034	−23,480	TRIM
176	U.S. Capital Wealth Advisors, LLC	$26.3M	446,686	+127,456	ADD
177	Zurcher Kantonalbank (Zurich Cantonalbank)	$25.6M	435,426	+435,426	NEW
178	Resona Asset Management Co.,Ltd.	$25.5M	440,080	+7,076	ADD
179	Cerity Partners LLC	$25.2M	428,909	+84,661	ADD
180	Empowered Funds, LLC	$25.1M	426,281	−135,329	TRIM
181	IMC-Chicago, LLC	$24.2M	412,080	+192,860	ADD
182	Bornite Capital Management LP	$23.5M	400,000	−100,000	TRIM
183	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$23.5M	404,193	+132,694	ADD
184	SCOTIA CAPITAL INC.	$23.5M	399,928	+93,334	ADD
185	Two Creeks Capital Management, LP	$23.5M	399,816	+399,816	NEW
186	Evelyn Partners Investment Management LLP	$23.2M	395,226	+45,683	ADD
187	Arizona State Retirement System	$23.1M	393,362	−9,869	TRIM
188	Czech National Bank	$23.0M	391,416	+12,897	ADD
189	Baker Avenue Asset Management, LP	$22.6M	384,598	−7,639	TRIM
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$22.1M	715,416	+364,401	ADD
191	STATE OF MICHIGAN RETIREMENT SYSTEM	$22.1M	375,433	−500	TRIM
192	NorthCrest Asset Manangement, LLC	$21.8M	354,701	−134,927	TRIM
193	Federation des caisses Desjardins du Quebec	$21.7M	368,891	+95,239	ADD
194	Varma Mutual Pension Insurance Co	$21.1M	359,367	0	NO CHANGE
195	Financial Sense Advisors, Inc.	$21.0M	357,824	−69,785	TRIM
196	CIBC Asset Management Inc	$20.6M	350,913	+6,866	ADD
197	CWM, LLC	$20.2M	344,175	+66,876	ADD
198	Foster Victor Wealth Advisors, LLC	$20.1M	294,457	−97,961	TRIM
199	MetLife Investment Management, LLC	$19.7M	335,703	−8,430	TRIM
200	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$19.7M	334,786	+780	ADD
201	ICICI Prudential Asset Management Co Ltd	$19.2M	325,830	+167,500	ADD
202	PRIMECAP MANAGEMENT CO/CA/	$19.1M	325,470	−28,200	TRIM
203	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$19.0M	323,765	−73,295	TRIM
204	MERCER GLOBAL ADVISORS INC /ADV	$18.8M	319,378	+41,575	ADD
205	Kestra Advisory Services, LLC	$18.1M	308,026	+25,231	ADD
206	Retirement Systems of Alabama	$17.9M	305,201	−269	TRIM
207	Cresset Asset Management, LLC	$17.9M	303,931	+11,602	ADD
208	ING GROEP NV	$17.8M	302,137	+111,864	ADD
209	OSAIC HOLDINGS, INC.	$17.7M	301,921	−77,577	TRIM
210	FEDERATED HERMES, INC.	$17.7M	301,666	+118,117	ADD
211	OSSIAM	$17.7M	300,273	+213,405	ADD
212	Capital World Investors	$17.6M	300,000	0	NO CHANGE
213	D.A. DAVIDSON & CO.	$17.6M	299,493	+109,856	ADD
214	MML INVESTORS SERVICES, LLC	$17.6M	298,703	−14,897	TRIM
215	COMMONWEALTH EQUITY SERVICES, LLC	$17.4M	296,744	−62,612	TRIM
216	NewEdge Advisors, LLC	$17.2M	292,559	−50,516	TRIM
217	Banco Santander, S.A.	$17.1M	291,001	+41,152	ADD
218	MEYER HANDELMAN CO	$17.1M	290,832	−5,575	TRIM
219	BW Gestao de Investimentos Ltda.	$17.0M	289,832	+82,894	ADD
220	Traynor Capital Management, Inc.	$17.0M	311,231	+15,163	ADD
221	Mirae Asset Global Investments Co., Ltd.	$16.9M	287,807	+21,142	ADD
222	Susquehanna Portfolio Strategies, LLC	$16.8M	286,362	0	NO CHANGE
223	GUGGENHEIM CAPITAL LLC	$16.8M	286,211	−51,670	TRIM
224	NISA INVESTMENT ADVISORS, LLC	$16.7M	284,754	−20,132	TRIM
225	XPONANCE LLC	$16.6M	283,086	+38,548	ADD
226	Woodline Partners LP	$16.5M	281,452	+36,460	ADD
227	MANAGED ASSET PORTFOLIOS, LLC	$16.5M	280,890	−55,658	TRIM
228	QRG CAPITAL MANAGEMENT, INC.	$16.5M	280,250	+100,475	ADD
229	Leonteq Securities AG	$16.3M	277,421	+76,624	ADD
230	IFM Investors Pty Ltd	$16.3M	276,536	+4,266	ADD
231	ADAMS DIVERSIFIED EQUITY FUND, INC.	$16.2M	275,500	−26,200	TRIM
232	Beck Bode, LLC	$16.1M	274,668	+274,668	NEW
233	EAGLE GLOBAL ADVISORS LLC	$15.9M	270,860	+247,510	ADD
234	CIBC Bancorp USA Inc.	$15.8M	269,542	—	NO PRIOR
235	Brevan Howard Capital Management LP	$15.8M	268,503	+167,704	ADD
236	PINNACLE ASSOCIATES LTD	$15.4M	261,726	+31,183	ADD
237	Sanctuary Advisors, LLC	$14.9M	253,057	+45,344	ADD
238	COMMERCE BANK	$14.8M	252,340	−13,025	TRIM
239	Swiss Life Asset Management Ltd	$14.8M	230,971	−9,345	TRIM
240	Advanced Asset Management Advisors Inc	$14.7M	250,000	0	NO CHANGE
241	Corient Private Wealth LLC	$14.6M	252,363	−164,964	TRIM
242	USS Investment Management Ltd	$14.6M	248,404	0	NO CHANGE
243	Daiwa Securities Group Inc.	$14.5M	247,504	+13,314	ADD
244	BANQUE PICTET & CIE SA	$14.4M	245,562	−351,630	TRIM
245	SIMPLEX TRADING, LLC	$14.4M	244,754	−321,216	TRIM
246	ProShare Advisors LLC	$14.4M	244,596	−62,772	TRIM
247	Mountaineer Partners Management, LLC	$14.2M	240,973	−25,354	TRIM
248	Cohen Klingenstein LLC	$14.0M	238,176	0	NO CHANGE
249	Zimmer Partners, LP	$14.0M	237,500	+237,500	NEW
250	ADAMS NATURAL RESOURCES FUND, INC.	$13.7M	233,200	0	NO CHANGE
251	Utah Retirement Systems	$13.7M	232,540	−3,124	TRIM
252	OPPENHEIMER & CO INC	$13.6M	232,105	+61,486	ADD
253	OPPENHEIMER ASSET MANAGEMENT INC.	$13.6M	232,069	−60,774	TRIM
254	Blume Capital Management, Inc.	$13.4M	227,170	−6,913	TRIM
255	Inspire Investing, LLC	$13.1M	222,308	+80,391	ADD
256	NLB Skladi, upravljanje premozenja, d.o.o.	$13.0M	220,847	+29,072	ADD
257	Bank Pictet & Cie (Europe) AG	$12.8M	217,464	−248,676	TRIM
258	RPG Investment Advisory, LLC	$12.7M	215,739	+664	ADD
259	TSP Capital Management Group, LLC	$12.6M	213,925	0	NO CHANGE
260	J. Safra Sarasin Holding AG	$12.5M	213,037	+87,654	ADD
261	Wealth High Governance Capital Ltda	$12.4M	210,816	+210,816	NEW
262	FOUNDATION RESOURCE MANAGEMENT INC	$12.3M	209,763	−11,450	TRIM
263	Strong Tower Advisory Services	$12.3M	208,929	−802	TRIM
264	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.2M	207,148	−1,311	TRIM
265	NEOS Investment Management LLC	$12.1M	206,175	+9,803	ADD
266	SHELTON CAPITAL MANAGEMENT	$11.9M	203,006	+195,055	ADD
267	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.9M	202,033	+15,900	ADD
268	Vontobel Holding Ltd.	$11.8M	201,223	−46,250	TRIM
269	Vinva Investment Management Ltd	$11.7M	213,997	+156,103	ADD
270	Rakuten Investment Management, Inc.	$11.7M	213,232	+24,342	ADD
271	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.6M	197,912	−56,563	TRIM
272	Vident Advisory, LLC	$11.5M	196,328	+26,408	ADD
273	Wealthfront Advisers LLC	$11.5M	194,880	+46,809	ADD
274	Trexquant Investment LP	$11.3M	193,090	+146,149	ADD
275	TRUIST FINANCIAL CORP	$11.3M	191,816	+3,225	ADD
276	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$11.1M	188,376	+188,376	NEW
277	Private Wealth Partners, LLC	$11.0M	187,832	−2,925	TRIM
278	Eurizon Capital SGR S.p.A.	$11.0M	188,734	−1,976,602	TRIM
279	BOURGEON CAPITAL MANAGEMENT LLC	$11.0M	187,043	−156,956	TRIM
280	HUB Investment Partners, LLC	$11.0M	186,366	+169,755	ADD
281	ASR Vermogensbeheer N.V.	$10.9M	185,679	−2,025	TRIM
282	NISSAY ASSET MANAGEMENT CORP /JAPAN	$10.9M	184,863	+3,645	ADD
283	AIA Group Ltd	$10.9M	184,838	−144,733	TRIM
284	Groupe la Francaise	$10.8M	185,000	+75,000	ADD
285	Concurrent Investment Advisors, LLC	$10.7M	182,573	+16,556	ADD
286	Aaron Wealth Advisors LLC	$10.7M	182,234	−55,860	TRIM
287	Mizuho Markets Cayman LP	$10.7M	181,500	+181,500	NEW
288	Trilogy Capital Inc.	$10.7M	181,197	−48,249	TRIM
289	NFJ INVESTMENT GROUP, LLC	$10.6M	181,052	+181,052	NEW
290	WESBANCO BANK INC	$10.5M	178,542	+606	ADD
291	Wealth High Governance Asset Management Ltda.	$10.5M	178,368	—	NO PRIOR
292	Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	$10.5M	178,290	0	NO CHANGE
293	RIPOSTE CAPITAL LLC	$10.3M	175,000	+175,000	NEW
294	Cartenna Capital, LP	$10.3M	175,000	+175,000	NEW
295	BNP Paribas Asset Management Holding S.A.	$10.3M	174,524	−21,320	TRIM
296	US BANCORP \DE\	$10.2M	174,145	+951	ADD
297	HOURGLASS CAPITAL, LLC	$10.2M	173,688	+18,495	ADD
298	AE Wealth Management LLC	$10.1M	172,307	+4,746	ADD
299	Oliver Luxxe Assets LLC	$10.1M	170,980	−996	TRIM
300	MACQUARIE GROUP LTD	$10.0M	170,366	−25,394	TRIM
301	ALLIANZ SE	$10.0M	169,472	−12,874	TRIM
302	Vanguard Personalized Indexing Management, LLC	$9.9M	167,999	+7,977	ADD
303	Nishkama Capital, LLC	$9.8M	166,600	+166,600	NEW
304	Financiere des Professionnels - Fonds d'investissement inc.	$9.8M	166,233	+123,032	ADD
305	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.7M	164,595	+117	ADD
306	SummitTX Capital, L.P.	$9.7M	164,370	−37,103	TRIM
307	SIERRA SUMMIT ADVISORS LLC	$9.6M	162,597	+162,597	NEW
308	FLPUTNAM INVESTMENT MANAGEMENT CO	$9.4M	160,647	−7,338	TRIM
309	Man Group plc	$9.4M	159,079	−460,267	TRIM
310	Quadrature Capital Ltd	$9.0M	153,721	−131,735	TRIM
311	Bank Julius Baer & Co. Ltd, Zurich	$9.0M	154,964	+73,441	ADD
312	Old West Investment Management, LLC	$9.0M	152,387	+29,281	ADD
313	MANNING & NAPIER ADVISORS LLC	$8.9M	152,065	−13,508	TRIM
314	Nippon Life Global Investors Americas, Inc.	$8.8M	149,080	0	NO CHANGE
315	Aptus Capital Advisors, LLC	$8.7M	147,471	+52,495	ADD
316	Metis Global Partners, LLC	$8.7M	147,382	−8,143	TRIM
317	OP Asset Management Ltd	$8.6M	146,707	—	NO PRIOR
318	EFG International AG	$8.6M	146,367	−15,761	TRIM
319	EagleClaw Capital Managment, LLC	$8.6M	145,650	−1,450	TRIM
320	Steward Partners Investment Advisory, LLC	$8.5M	144,565	+8,343	ADD
321	Glass Wealth Management Co LLC	$8.4M	143,694	+1,411	ADD
322	B. Metzler seel. Sohn & Co. AG	$8.4M	143,391	−13,556	TRIM
323	BARINGS LLC	$8.4M	143,096	−91,943	TRIM
324	JENNISON ASSOCIATES LLC	$8.3M	141,260	+141,260	NEW
325	Channing Capital Management, LLC	$8.2M	139,761	+6,954	ADD
326	Busey Bank	$8.2M	139,505	+115,350	ADD
327	Avanza Fonder AB	$8.2M	139,428	+12,489	ADD
328	Dakota Wealth Management	$8.1M	137,555	+60,555	ADD
329	Greenline Partners, LLC	$7.9M	134,974	+4,238	ADD
330	Marex Group Ltd	$7.9M	133,635	+122,750	ADD
331	ExodusPoint Capital Management, LP	$7.8M	132,884	−300,180	TRIM
332	CastleKnight Management LP	$7.8M	132,300	−130,500	TRIM
333	Bedell Frazier Investment Counselling, LLC	$7.8M	132,112	−2,135	TRIM
334	OFI INVEST ASSET MANAGEMENT	$7.7M	150,658	+127,896	ADD
335	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.5M	128,199	−412,391	TRIM
336	Mirador Capital Partners LP	$7.5M	127,452	+3,430	ADD
337	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.4M	125,683	−5,793	TRIM
338	Voleon Capital Management LP	$7.4M	125,510	−148,886	TRIM
339	Pathstone Holdings, LLC	$7.4M	125,505	+5,564	ADD
340	Goehring & Rozencwajg Associates, LLC	$7.2M	123,252	−114,332	TRIM
341	FARMERS TRUST CO	$7.2M	123,006	+590	ADD
342	BFSG, LLC	$7.1M	121,577	+47,347	ADD
343	De Lisle Partners LLP	$7.1M	121,000	+2,000	ADD
344	Altshuler Shaham Ltd	$6.9M	117,991	−1,448,522	TRIM
345	LEVIN CAPITAL STRATEGIES, L.P.	$6.9M	117,168	+117,168	NEW
346	New Age Alpha Advisors, LLC	$6.9M	116,847	+44,523	ADD
347	INDEPENDENT FINANCIAL GROUP, LLC	$6.8M	115,004	—	NO PRIOR
348	Catherine Avery Investment Management LLC	$6.7M	114,221	+8,013	ADD
349	Phoenix Financial Ltd.	$6.7M	113,888	−33,310	TRIM
350	MONTGOMERY INVESTMENT MANAGEMENT INC	$6.7M	113,360	+750	ADD
351	Jefferies Financial Group Inc.	$6.6M	112,964	+42,842	ADD
352	Gilman Hill Asset Management, LLC	$6.5M	110,438	−41,752	TRIM
353	K.J. Harrison & Partners Inc	$6.5M	110,023	−63,500	TRIM
354	ANDERSON HOAGLAND & CO	$6.4M	109,408	0	NO CHANGE
355	ASSETMARK, INC	$6.3M	107,652	+22,482	ADD
356	GATEWAY INVESTMENT ADVISERS LLC	$6.2M	105,209	+6,561	ADD
357	Capital International Sarl	$6.1M	103,427	−166,012	TRIM
358	Investment Management Corp of Ontario	$6.0M	102,784	−25,212	TRIM
359	Kessler Investment Group, LLC	$6.0M	102,638	+102,638	NEW
360	Beacon Pointe Advisors, LLC	$6.0M	101,642	+18,409	ADD
361	INTECH INVESTMENT MANAGEMENT LLC	$5.9M	99,897	+47,571	ADD
362	Trinity Legacy Partners, LLC	$5.8M	84,726	−2,759	TRIM
363	Parcion Private Wealth LLC	$5.7M	97,288	+583	ADD
364	STEPHENS INC /AR/	$5.7M	96,611	+41,256	ADD
365	Van Hulzen Asset Management, LLC	$5.7M	96,522	+90,387	ADD
366	KKM Financial LLC	$5.6M	110,764	0	NO CHANGE
367	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.6M	95,575	+792	ADD
368	FORA Capital, LLC	$5.6M	95,306	+74,773	ADD
369	Prospera Financial Services Inc	$5.6M	95,145	+6,504	ADD
370	Integrated Wealth Concepts LLC	$5.6M	94,481	+58,083	ADD
371	Merit Financial Group, LLC	$5.5M	94,256	+16,086	ADD
372	&PARTNERS	$5.5M	93,319	+15,905	ADD
373	Freestone Capital Holdings, LLC	$5.4M	92,561	+1,481	ADD
374	ADVOCATE GROUP LLC	$5.4M	92,086	−2,634	TRIM
375	HORIZON KINETICS ASSET MANAGEMENT LLC	$5.4M	91,881	−1,233	TRIM
376	Atria Investments, Inc	$5.4M	91,598	+5,649	ADD
377	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.4M	91,461	−4,249	TRIM
378	PATTEN & PATTEN INC/TN	$5.4M	91,294	−4,495	TRIM
379	Rafferty Asset Management, LLC	$5.4M	91,246	−39,079	TRIM
380	CUMBERLAND ADVISORS INC	$5.3M	90,350	0	NO CHANGE
381	SevenBridge Financial Group, LLC	$5.2M	74,412	−317	TRIM
382	Eagle Strategies LLC	$5.2M	88,997	+35,150	ADD
383	IFC Advisors LLC	$5.2M	88,972	−9,463	TRIM
384	River Wealth Advisors LLC	$5.2M	88,799	−2,154	TRIM
385	Lombard Odier Asset Management (Switzerland) SA	$5.2M	87,971	−8,031	TRIM
386	MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC	$5.2M	87,936	+80,583	ADD
387	IronBridge Private Wealth, LLC	$5.1M	87,468	+87,468	NEW
388	MIZUHO SECURITIES USA LLC	$5.1M	86,885	−17,670	TRIM
389	Allianz Asset Management GmbH	$4.9M	84,123	+26,834	ADD
390	INTACT INVESTMENT MANAGEMENT INC.	$4.9M	84,100	−37,000	TRIM
391	Baird Financial Group, Inc.	$4.9M	83,395	+83,395	NEW
392	M&T BANK CORP	$4.9M	83,358	−13,374	TRIM
393	Union Bancaire Privee, UBP SA	$4.9M	93,334	+21,182	ADD
394	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$4.9M	82,765	+82,765	NEW
395	Mission Creek Capital Partners, Inc.	$4.9M	82,671	+1,171	ADD
396	Norinchukin Bank, The	$4.9M	82,523	+466	ADD
397	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.8M	82,392	−23,341	TRIM
398	Madison Asset Management, LLC	$4.8M	82,222	−58,497	TRIM
399	Pinnacle Financial Partners, Inc.	$4.8M	82,108	+14,625	ADD
400	HARTFORD INVESTMENT MANAGEMENT CO	$4.8M	81,856	−1,224	TRIM
401	Amova Asset Management Americas, Inc.	$4.8M	81,541	−11,079	TRIM
402	VPR Management LLC	$4.8M	81,000	0	NO CHANGE
403	NWAM LLC	$4.7M	80,621	+5,784	ADD
404	Bleakley Financial Group, LLC	$4.7M	80,616	−230	TRIM
405	FOUNDATIONS INVESTMENT ADVISORS, LLC	$4.7M	79,679	+48,126	ADD
406	Longbow Finance SA	$4.6M	78,827	−24,567	TRIM
407	Intellectus Partners, LLC	$4.6M	78,757	+5,155	ADD
408	FIRST AMERICAN TRUST, FSB	$4.6M	77,665	+3,139	ADD
409	Corecam Pte. Ltd.	$4.5M	77,350	−92,700	TRIM
410	QUATTRO FINANCIAL ADVISORS LLC	$4.5M	76,847	−1,000	TRIM
411	Argent Trust Co	$4.4M	75,362	+16,574	ADD
412	Dai-ichi Life Insurance Company, Ltd	$4.4M	75,305	−4,414	TRIM
413	Oaktree Fund Advisors, LLC	$4.4M	74,995	−1,400	TRIM
414	Tower Research Capital LLC (TRC)	$4.4M	74,747	−2,217	TRIM
415	Empire Life Investments Inc.	$4.4M	71,326	+71,326	NEW
416	XTX Topco Ltd	$4.3M	73,278	+65,897	ADD
417	LMR Partners LLP	$4.3M	73,058	+73,058	NEW
418	Maryland State Retirement & Pension System	$4.3M	72,473	0	NO CHANGE
419	Erste Asset Management GmbH	$4.3M	77,900	+28,300	ADD
420	GREENWOOD CAPITAL ASSOCIATES LLC	$4.2M	72,248	+20,187	ADD
421	DRW Securities, LLC	$4.2M	71,905	+57,048	ADD
422	MEEDER ASSET MANAGEMENT INC	$4.2M	70,828	+4,410	ADD
423	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	$4.1M	70,491	+17,650	ADD
424	ABN AMRO INVESTMENT SOLUTIONS	$4.1M	69,712	+11,033	ADD
425	NewSquare Capital LLC	$4.1M	69,325	+69,325	NEW
426	HB Wealth Management, LLC	$4.1M	69,250	+9,360	ADD
427	Avior Wealth Management, LLC	$4.1M	69,192	−565	TRIM
428	Hedeker Wealth, LLC	$4.0M	68,828	+601	ADD
429	LEAVELL INVESTMENT MANAGEMENT, INC.	$4.0M	68,660	+2,500	ADD
430	Walleye Capital LLC	$4.0M	68,105	−455,159	TRIM
431	Walser Wealth Management Company, A Ltd Liability Co	$3.9M	66,486	+49,114	ADD
432	Quadrant Private Wealth Management, LLC	$3.9M	65,831	+703	ADD
433	Atom Investors LP	$3.9M	65,681	+53,827	ADD
434	DJE Kapital AG	$3.8M	67,677	−77,900	TRIM
435	Ninety One North America, Inc.	$3.8M	65,211	+434	ADD
436	Orion Resource Partners LP	$3.8M	64,893	+24,225	ADD
437	EDMOND DE ROTHSCHILD HOLDING S.A.	$3.8M	64,475	+11,260	ADD
438	Private Advisor Group, LLC	$3.8M	64,409	−25,408	TRIM
439	JCIC Asset Management Inc.	$3.7M	63,608	+61,909	ADD
440	Carnegie Investment Counsel	$3.7M	62,628	−8,074	TRIM
441	180 WEALTH ADVISORS, LLC	$3.6M	62,092	+14,210	ADD
442	Orion Porfolio Solutions, LLC	$3.6M	61,398	+18,650	ADD
443	PATTON FUND MANAGEMENT, INC.	$3.6M	61,348	+56,451	ADD
444	Sigma Planning Corp	$3.6M	60,716	+25,977	ADD
445	KCM INVESTMENT ADVISORS LLC	$3.6M	60,569	+7,569	ADD
446	Blackstone Inc.	$3.5M	60,044	+60,044	NEW
447	Perigon Wealth Management, LLC	$3.5M	59,735	−376	TRIM
448	Crossmark Global Holdings, Inc.	$3.5M	59,602	—	NO PRIOR
449	Focus Partners Advisor Solutions, LLC	$3.5M	59,378	+10,827	ADD
450	Waverly Advisors, LLC	$3.5M	59,099	+4,208	ADD
451	AG2R LA MONDIALE GESTION D'ACTIFS	$3.5M	58,878	−3,746	TRIM
452	Stratos Wealth Partners, LTD.	$3.5M	58,756	+22,898	ADD
453	Moran Wealth Management, LLC	$3.4M	58,683	+12,089	ADD
454	NATIXIS	$3.4M	57,987	−2,549,130	TRIM
455	GenTrust, LLC	$3.4M	57,425	+1,888	ADD
456	LGT Group Foundation	$3.4M	57,261	−8,716	TRIM
457	Summit Financial, LLC	$3.3M	56,949	+1,466	ADD
458	LOM Asset Management Ltd	$3.3M	56,702	+198	ADD
459	Point Windward Advisors Inc.	$3.3M	56,525	+400	ADD
460	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$3.3M	56,435	−34,895	TRIM
461	SPROTT INC.	$3.3M	56,172	+12,553	ADD
462	Belpointe Asset Management LLC	$3.3M	55,638	+21,882	ADD
463	PKO Investment Management Joint-Stock Co	$3.3M	55,368	+9,868	ADD
464	Black Swift Group, LLC	$3.2M	55,000	+55,000	NEW
465	NOMURA HOLDINGS INC	$3.2M	54,872	+28,793	ADD
466	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	54,797	+103	ADD
467	MONTAG A & ASSOCIATES INC	$3.2M	54,513	+44,013	ADD
468	Advisors Asset Management, Inc.	$3.2M	54,432	+7,192	ADD
469	CITIZENS FINANCIAL GROUP INC/RI	$3.2M	54,413	+6,248	ADD
470	HUNTINGTON NATIONAL BANK	$3.2M	54,387	−2,646	TRIM
471	Spectrum Asset Management, Inc. (NB/CA)	$3.2M	54,312	+54,312	NEW
472	Goelzer Investment Management, Inc.	$3.2M	54,051	−22,649	TRIM
473	Mraz, Amerine & Associates, Inc.	$3.2M	53,732	−3,568	TRIM
474	Ellsworth Advisors, LLC	$3.2M	53,635	+2,377	ADD
475	Capital Investment Advisors, LLC	$3.1M	53,537	−1,914	TRIM
476	RWA WEALTH PARTNERS, LLC	$3.1M	53,302	+817	ADD
477	CAPITAL INTERNATIONAL LTD /CA/	$3.1M	53,228	−101,274	TRIM
478	Summit Trail Advisors, LLC	$3.1M	53,197	+19,495	ADD
479	Massachusetts Wealth Management	$3.1M	53,175	+47,125	ADD
480	Systematic Alpha Investments, LLC	$3.1M	53,157	0	NO CHANGE
481	Siemens Fonds Invest GmbH	$3.1M	53,049	−639	TRIM
482	Sequoia Financial Advisors, LLC	$3.1M	53,020	+16,646	ADD
483	Saudi Central Bank	$3.1M	53,002	+53,002	NEW
484	Compound Planning, Inc.	$3.1M	52,883	−468	TRIM
485	Recurrent Investment Advisors LLC	$3.1M	52,517	−35,203	TRIM
486	Moors & Cabot, Inc.	$3.1M	52,278	−1,843	TRIM
487	PRINCIPAL SECURITIES, INC.	$3.1M	52,227	+14,032	ADD
488	MIRABELLA FINANCIAL SERVICES LLP	$3.1M	52,054	−11,594	TRIM
489	Neo Ivy Capital Management	$3.1M	51,957	+3,686	ADD
490	Polymer Capital Management (US) LLC	$3.1M	51,925	−13,396	TRIM
491	Lido Advisors, LLC	$3.0M	51,266	−9,089	TRIM
492	Family Manage LLC	$3.0M	51,226	+51,226	NEW
493	Havemeyer Place LP	$3.0M	50,936	−26,065	TRIM
494	Hudson Bay Capital Management LP	$3.0M	50,853	+5,708	ADD
495	BLAIR WILLIAM & CO/IL	$3.0M	50,799	+394	ADD
496	Maven Securities LTD	$3.0M	50,549	+50,549	NEW
497	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	$3.0M	50,291	−3,749	TRIM
498	Leibman Financial Services, Inc.	$2.9M	50,039	−42,090	TRIM
499	BENJAMIN EDWARDS INC	$2.9M	49,892	+6,158	ADD
500	Nan Shan Life Insurance Co., Ltd.	$2.9M	49,442	−136,173	TRIM

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

Congress ↔ notable managers · FCX

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: 0 — $0 held
Trimming: 5 Oaktree Capital Management, Gotham Asset Management, Bridgewater Associates, Moore Capital Management, Caxton Associates $114M held

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

Merged timeline of congressional filings and notable-manager moves on FCX
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-20	Oaktree Capital Management 13F	TRIM	−169,931 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−11,423 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−80,627 sh
2026-05-15	Moore Capital Management 13F	EXIT	−263,495 sh
2026-05-14	Caxton Associates 13F	EXIT	−78,401 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

20 members of Congress disclosed FCX — 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).