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 ↗

GILEAD SCIENCES INC · COM · quarter ended 2026-03-31 · 44 members disclosed GILD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,910 holders are listed, largest first: 1,910
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $136B
holders whose share count rose or who opened the position (new + add), by shares: 887
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 153

Holders — quarter ended 2026-03-31

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

13F holders of GILD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$16.6B	119,010,973	−4,184,605	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$11.2B	80,654,776	—	NO PRIOR
3	FMR LLC	$10.0B	71,906,290	+6,326,800	ADD
4	STATE STREET CORP	$8.3B	59,858,585	−381,933	TRIM
5	Capital World Investors	$5.8B	41,283,933	−1,588,196	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.9B	35,129,465	—	NO PRIOR
7	JPMORGAN CHASE & CO	$4.6B	33,992,410	+10,956,647	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$4.1B	29,726,052	+30,050	ADD
9	Capital Research Global Investors	$3.8B	27,127,533	+1,820,462	ADD
10	DODGE & COX	$3.4B	24,250,826	−2,032,685	TRIM
11	MORGAN STANLEY	$3.2B	23,299,295	−213,439	TRIM
12	BANK OF AMERICA CORP /DE/	$2.8B	19,978,936	−3,142,684	TRIM
13	Invesco Ltd.	$2.2B	15,526,336	−58,005	TRIM
14	Bank of New York Mellon Corp	$2.1B	15,053,151	−162,233	TRIM
15	NORTHERN TRUST CORP	$1.9B	13,820,379	−237,577	TRIM
16	WELLINGTON MANAGEMENT GROUP LLP	$1.9B	13,537,991	−2,369,313	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8B	13,199,103	+198,289	ADD
18	Amundi	$1.5B	10,539,111	+1,018,976	ADD
19	Legal & General Group Plc	$1.5B	10,464,889	+147,276	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.1B	8,181,780	+174,990	ADD
21	Nuveen, LLC	$1.1B	7,833,564	+1,519,508	ADD
22	DIMENSIONAL FUND ADVISORS LP	$1.1B	7,722,929	−1,123,384	TRIM
23	AMERIPRISE FINANCIAL INC	$1.0B	7,287,230	−513,188	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$980M	7,032,718	—	NO PRIOR
25	WELLS FARGO & COMPANY/MN	$924M	6,628,441	−20,734	TRIM
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$910M	6,281,609	+2,058,305	ADD
27	DEUTSCHE BANK AG\	$867M	6,222,328	+28,574	ADD
28	ROYAL BANK OF CANADA	$787M	5,647,122	−265,759	TRIM
29	BARCLAYS PLC	$736M	5,282,196	−3,833,287	TRIM
30	NORDEA INVESTMENT MANAGEMENT AB	$727M	5,260,363	+121,664	ADD
31	ALLIANCEBERNSTEIN L.P.	$703M	5,729,225	−167,075	TRIM
32	BNP Paribas Asset Management Holding S.A.	$616M	4,423,414	+751,413	ADD
33	Boston Partners	$593M	4,255,122	+34,621	ADD
34	CITADEL ADVISORS LLC	$555M	3,982,185	+94,665	ADD
35	AMERICAN CENTURY COMPANIES INC	$555M	3,978,823	−315,061	TRIM
36	UBS Group AG	$548M	3,930,216	−849,463	TRIM
37	Swiss National Bank	$507M	3,641,000	+240,800	ADD
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$500M	3,584,898	−116,758	TRIM
39	BANK OF MONTREAL /CAN/	$495M	3,549,224	+80,430	ADD
40	FRANKLIN RESOURCES INC	$486M	3,484,026	+188,480	ADD
41	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$480M	3,447,111	−112,521	TRIM
42	TD ASSET MANAGEMENT INC	$470M	3,372,079	+14,339	ADD
43	Robeco Institutional Asset Management B.V.	$468M	3,354,394	−339,208	TRIM
44	HSBC HOLDINGS PLC	$444M	3,190,339	−4,359,973	TRIM
45	FIRST TRUST ADVISORS LP	$436M	3,129,637	+1,683,586	ADD
46	Allianz Asset Management GmbH	$431M	3,094,227	−936,303	TRIM
47	VOYA INVESTMENT MANAGEMENT LLC	$425M	3,052,813	+305,219	ADD
48	National Pension Service	$421M	3,021,468	+3,021,468	NEW
49	Sumitomo Mitsui Trust Group, Inc.	$409M	2,931,232	−337,885	TRIM
50	Mitsubishi UFJ Asset Management Co., Ltd.	$407M	2,922,953	+203,852	ADD
51	Vanguard Global Advisers, LLC	$386M	2,768,304	—	NO PRIOR
52	Holocene Advisors, LP	$364M	2,611,826	−1,552,612	TRIM
53	Pictet Asset Management Holding SA	$357M	2,574,822	+218,308	ADD
54	RAYMOND JAMES FINANCIAL INC	$355M	2,561,652	−173,265	TRIM
55	VANGUARD ASSET MANAGEMENT, Ltd	$349M	2,503,751	—	NO PRIOR
56	Swedbank AB	$334M	2,398,000	−107,240	TRIM
57	Ensign Peak Advisors, Inc	$326M	2,338,222	+401,853	ADD
58	CITIGROUP INC	$321M	2,300,271	+524,041	ADD
59	RHUMBLINE ADVISERS	$312M	2,236,312	−34,767	TRIM
60	VICTORY CAPITAL MANAGEMENT INC	$301M	2,161,094	−570,192	TRIM
61	RENAISSANCE TECHNOLOGIES LLC	$300M	2,152,528	−636,200	TRIM
62	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$296M	2,122,979	+80,154	ADD
63	CANADA PENSION PLAN INVESTMENT BOARD	$280M	2,009,256	−40,013	TRIM
64	Janus Henderson Group Ltd.	$275M	1,972,639	+110,525	ADD
65	ENVESTNET ASSET MANAGEMENT INC	$259M	1,859,012	+73,345	ADD
66	ProShare Advisors LLC	$252M	1,811,223	−406,067	TRIM
67	PRINCIPAL FINANCIAL GROUP INC	$247M	1,769,886	+7,880	ADD
68	Candriam S.C.A.	$233M	1,670,288	−163,478	TRIM
69	Zurcher Kantonalbank (Zurich Cantonalbank)	$226M	1,624,637	+1,624,637	NEW
70	NATIONAL BANK OF CANADA /FI/	$225M	1,614,500	−285,561	TRIM
71	SCHRODER INVESTMENT MANAGEMENT GROUP	$221M	1,585,507	−128,482	TRIM
72	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$215M	1,544,223	+594,774	ADD
73	HighTower Advisors, LLC	$202M	1,450,177	−211,178	TRIM
74	NEW YORK STATE COMMON RETIREMENT FUND	$201M	1,440,817	+8,800	ADD
75	AustralianSuper Pty Ltd	$200M	1,436,171	−1,131,067	TRIM
76	Neuberger Berman Group LLC	$186M	1,331,058	−28,386	TRIM
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$183M	1,333,114	+19,741	ADD
78	Railway Pension Investments Ltd	$182M	1,303,365	−95,900	TRIM
79	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$181M	1,299,000	−463,692	TRIM
80	PRUDENTIAL FINANCIAL INC	$178M	1,275,099	−755,421	TRIM
81	JENNISON ASSOCIATES LLC	$176M	1,264,546	+375,359	ADD
82	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$173M	1,242,331	−518,517	TRIM
83	SEB Asset Management AB	$172M	1,233,000	—	NO PRIOR
84	Clearbridge Investments, LLC	$172M	1,231,150	+9,458	ADD
85	STIFEL FINANCIAL CORP	$168M	1,202,321	−184,349	TRIM
86	MILLENNIUM MANAGEMENT LLC	$165M	1,180,760	+1,044,841	ADD
87	AVIVA PLC	$164M	1,174,576	+17,838	ADD
88	Bellevue Group AG	$163M	1,169,879	+1,117,127	ADD
89	PANAGORA ASSET MANAGEMENT INC	$162M	1,165,376	−80,277	TRIM
90	OMERS ADMINISTRATION Corp	$162M	1,163,062	+1,088,354	ADD
91	AQR CAPITAL MANAGEMENT LLC	$162M	1,164,803	−1,530,141	TRIM
92	SEI INVESTMENTS CO	$161M	1,158,099	+65,384	ADD
93	Korea Investment CORP	$158M	1,132,515	−225,908	TRIM
94	Aberdeen Group plc	$153M	1,100,253	−85,423	TRIM
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$152M	1,089,033	−6,106	TRIM
96	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$144M	1,032,658	+446,635	ADD
97	GREAT LAKES ADVISORS, LLC	$143M	1,027,307	+66,971	ADD
98	MACKENZIE FINANCIAL CORP	$142M	1,017,219	−761,326	TRIM
99	LPL Financial LLC	$141M	1,011,564	−70,950	TRIM
100	MACQUARIE GROUP LTD	$141M	1,010,606	−98,542	TRIM
101	STOREBRAND ASSET MANAGEMENT AS	$133M	952,156	—	NO PRIOR
102	ADAGE CAPITAL PARTNERS GP, L.L.C.	$128M	916,513	+75,348	ADD
103	Vontobel Holding Ltd.	$126M	906,295	+208,564	ADD
104	FIL Ltd	$122M	875,527	+209,835	ADD
105	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$122M	874,834	−13,883	TRIM
106	APG Asset Management N.V.	$120M	994,609	+12,124	ADD
107	CONFLUENCE INVESTMENT MANAGEMENT LLC	$120M	861,023	−48,812	TRIM
108	DANSKE BANK A/S	$119M	857,393	−295,715	TRIM
109	US BANCORP \DE\	$119M	856,921	−2,150	TRIM
110	NEOS Investment Management LLC	$119M	854,005	+135,496	ADD
111	Mirae Asset Global Investments Co., Ltd.	$116M	835,044	+67,595	ADD
112	Mitsubishi UFJ Trust & Banking Corp	$116M	831,083	−57,888	TRIM
113	NOMURA ASSET MANAGEMENT CO LTD	$115M	828,173	−14,010	TRIM
114	PFA Pension, Forsikringsaktieselskab	$115M	824,573	+824,573	NEW
115	Alecta Tjanstepension Omsesidigt	$113M	814,325	0	NO CHANGE
116	FEDERATED HERMES, INC.	$111M	797,709	−1,831,827	TRIM
117	Eurizon Capital SGR S.p.A.	$109M	787,231	−169,239	TRIM
118	Asset Management One Co., Ltd.	$103M	735,649	−53,423	TRIM
119	BAILARD, INC.	$102M	731,497	−2,560	TRIM
120	BANK OF NOVA SCOTIA	$101M	723,376	−503,903	TRIM
121	J. Safra Sarasin Holding AG	$101M	721,261	−98,142	TRIM
122	KLP KAPITALFORVALTNING AS	$100M	718,408	−72,400	TRIM
123	NewEdge Wealth, LLC	$98.5M	706,725	+60,255	ADD
124	Lansforsakringar Fondforvaltning AB (publ)	$96.0M	689,133	−3,182	TRIM
125	STATE OF WISCONSIN INVESTMENT BOARD	$94.6M	678,790	+17,695	ADD
126	Man Group plc	$94.5M	678,066	−1,047,046	TRIM
127	FIFTH THIRD BANCORP	$93.2M	668,661	+226,510	ADD
128	JANE STREET GROUP, LLC	$92.9M	666,637	+606,009	ADD
129	Quantinno Capital Management LP	$92.2M	661,397	+117,534	ADD
130	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$89.9M	645,232	+38,154	ADD
131	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$89.5M	642,000	+66,000	ADD
132	CREDIT AGRICOLE S A	$87.2M	625,798	−286,074	TRIM
133	Mariner, LLC	$86.7M	621,970	−42,360	TRIM
134	Vanguard Investments Australia, Ltd.	$86.3M	618,957	—	NO PRIOR
135	Corient Private Wealth LLC	$86.1M	619,389	−827,837	TRIM
136	Chevy Chase Trust Holdings, LLC	$86.0M	617,014	−17,810	TRIM
137	TODD ASSET MANAGEMENT LLC	$80.5M	577,803	−5,976	TRIM
138	ROYAL LONDON ASSET MANAGEMENT LTD	$79.6M	571,333	+19,196	ADD
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$78.9M	565,802	−17,326	TRIM
140	TD Waterhouse Canada Inc.	$77.4M	552,773	+530,960	ADD
141	Focus Partners Wealth	$76.7M	550,578	+29,925	ADD
142	Epoch Investment Partners, Inc.	$76.6M	549,365	−47,960	TRIM
143	AMF Tjanstepension AB	$75.6M	542,262	+17,302	ADD
144	ZACKS INVESTMENT MANAGEMENT	$74.7M	535,792	−12,265	TRIM
145	Crossmark Global Holdings, Inc.	$73.2M	524,989	—	NO PRIOR
146	MUFG Securities EMEA plc	$72.7M	521,862	+471,000	ADD
147	CIBC Asset Management Inc	$72.4M	519,781	−12,339	TRIM
148	Assenagon Asset Management S.A.	$71.4M	512,436	+245,382	ADD
149	Woodline Partners LP	$69.8M	500,641	+33,346	ADD
150	Tidal Investments LLC	$69.2M	501,840	+336,369	ADD
151	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$65.0M	466,363	+171,300	ADD
152	Migdal Insurance & Financial Holdings Ltd.	$61.9M	444,000	+444,000	NEW
153	Alberta Investment Management Corp	$61.6M	442,000	0	NO CHANGE
154	WORLDQUANT MILLENNIUM ADVISORS LLC	$59.8M	429,035	+223,470	ADD
155	State of New Jersey Common Pension Fund D	$59.1M	424,011	+44	ADD
156	Resona Asset Management Co.,Ltd.	$58.7M	422,586	+8,508	ADD
157	GUGGENHEIM CAPITAL LLC	$58.0M	416,454	−101,335	TRIM
158	Calamos Advisors LLC	$57.5M	412,590	+187,021	ADD
159	Creative Planning	$57.1M	409,391	+80,030	ADD
160	Cetera Investment Advisers	$56.4M	404,797	−2,789	TRIM
161	CHILTON CAPITAL MANAGEMENT LLC	$56.0M	401,751	−82,771	TRIM
162	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$55.7M	489,770	−143,415	TRIM
163	NewEdge Advisors, LLC	$54.7M	392,435	+392,435	NEW
164	Swiss Life Asset Management Ltd	$54.3M	389,480	+18,110	ADD
165	&PARTNERS	$53.6M	384,268	+31,484	ADD
166	E. Ohman J:or Asset Management AB	$53.2M	382,002	−14,123	TRIM
167	TORONTO DOMINION BANK	$52.7M	378,022	−324,778	TRIM
168	Gotham Asset Management, LLC	$52.4M	375,844	+76,712	ADD
169	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$51.3M	368,566	−204,943	TRIM
170	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$50.9M	365,396	−84,700	TRIM
171	Allspring Global Investments Holdings, LLC	$50.2M	357,901	−5,662	TRIM
172	Tredje AP-fonden	$50.1M	359,230	+359,230	NEW
173	NISA INVESTMENT ADVISORS, LLC	$49.7M	356,663	−125,078	TRIM
174	Capital International, Inc./CA/	$49.6M	355,956	+32,960	ADD
175	NISSAY ASSET MANAGEMENT CORP /JAPAN	$48.6M	348,686	+7,264	ADD
176	ATWOOD & PALMER INC	$48.4M	347,439	−2,396	TRIM
177	Northwest & Ethical Investments L.P.	$48.4M	346,995	+18,788	ADD
178	CIBC WORLD MARKET INC.	$48.2M	346,046	+4,035	ADD
179	Employees Provident Fund Board	$48.2M	346,000	−120,000	TRIM
180	CASTLEARK MANAGEMENT LLC	$47.7M	342,150	+64,822	ADD
181	Zurich Insurance Group Ltd/FI	$47.5M	341,130	+33,365	ADD
182	BLAIR WILLIAM & CO/IL	$47.4M	340,345	−28,585	TRIM
183	Arizona State Retirement System	$47.4M	339,924	−11,785	TRIM
184	Czech National Bank	$47.1M	337,894	+10,745	ADD
185	Daiwa Securities Group Inc.	$46.8M	335,572	+6,165	ADD
186	MEYER HANDELMAN CO	$46.8M	335,549	−1,175	TRIM
187	CWM, LLC	$46.3M	332,096	−22,828	TRIM
188	KORNITZER CAPITAL MANAGEMENT INC /KS	$46.2M	331,796	+2,942	ADD
189	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$45.9M	329,337	+329,337	NEW
190	STATE OF MICHIGAN RETIREMENT SYSTEM	$45.2M	324,095	−700	TRIM
191	Illinois Municipal Retirement Fund	$44.5M	319,464	−50,370	TRIM
192	CIBC Bancorp USA Inc.	$44.3M	318,021	—	NO PRIOR
193	UniSuper Management Pty Ltd	$42.9M	308,138	−129,596	TRIM
194	MetLife Investment Management, LLC	$42.5M	305,106	−8,557	TRIM
195	WESTWOOD HOLDINGS GROUP INC	$42.3M	303,467	−25,315	TRIM
196	LAZARD ASSET MANAGEMENT LLC	$41.8M	299,734	−1,053	TRIM
197	MERCER GLOBAL ADVISORS INC /ADV	$41.3M	296,654	−28,381	TRIM
198	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$40.3M	289,007	+418	ADD
199	OPPENHEIMER & CO INC	$39.4M	283,045	+14,941	ADD
200	Baird Financial Group, Inc.	$39.3M	282,089	+282,089	NEW
201	OFI INVEST ASSET MANAGEMENT	$38.9M	320,334	−528,943	TRIM
202	Banco Santander, S.A.	$38.5M	276,035	+14,191	ADD
203	TRUIST FINANCIAL CORP	$38.4M	275,866	−34,074	TRIM
204	DnB Asset Management AS	$38.1M	273,107	+18,664	ADD
205	Verity & Verity, LLC	$38.0M	272,384	+776	ADD
206	Cerity Partners LLC	$37.7M	270,352	+26	ADD
207	XPONANCE LLC	$37.2M	266,931	+29,440	ADD
208	Retirement Systems of Alabama	$36.7M	263,470	−466	TRIM
209	IFM Investors Pty Ltd	$36.6M	262,285	+6,421	ADD
210	COMMONWEALTH EQUITY SERVICES, LLC	$36.0M	258,398	−5,140	TRIM
211	TEACHER RETIREMENT SYSTEM OF TEXAS	$35.8M	257,022	−42,476	TRIM
212	OP Asset Management Ltd	$35.8M	256,653	—	NO PRIOR
213	BROWN ADVISORY INC	$35.7M	256,313	−16,221	TRIM
214	Nexus Investment Management ULC	$35.5M	254,722	−3,102	TRIM
215	OSAIC HOLDINGS, INC.	$35.5M	254,507	+12,409	ADD
216	Rakuten Investment Management, Inc.	$35.1M	257,471	+27,287	ADD
217	CONNING INC.	$34.9M	250,532	−28,882	TRIM
218	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$34.5M	247,719	−166,156	TRIM
219	Wealthfront Advisers LLC	$34.1M	244,488	+6,420	ADD
220	QRG CAPITAL MANAGEMENT, INC.	$31.5M	226,246	−15,139	TRIM
221	CI INVESTMENTS INC.	$31.3M	224,299	+122,233	ADD
222	Andra AP-fonden	$31.0M	222,601	−260,199	TRIM
223	GLENMEDE TRUST CO NA	$30.9M	221,935	−27,415	TRIM
224	USS Investment Management Ltd	$30.9M	221,598	+8,786	ADD
225	Sanctuary Advisors, LLC	$29.8M	213,838	−7,673	TRIM
226	Vanguard Personalized Indexing Management, LLC	$29.7M	213,031	+8,983	ADD
227	Rafferty Asset Management, LLC	$29.5M	212,014	−71,188	TRIM
228	Squarepoint Ops LLC	$28.7M	206,207	−37,079	TRIM
229	Varma Mutual Pension Insurance Co	$28.7M	205,915	+10,000	ADD
230	JUPITER ASSET MANAGEMENT LTD	$28.5M	204,149	+189,239	ADD
231	Utah Retirement Systems	$28.2M	202,482	−3,335	TRIM
232	ARIEL INVESTMENTS, LLC	$28.2M	202,271	−2,781	TRIM
233	BANQUE PICTET & CIE SA	$28.2M	202,253	−24,754	TRIM
234	D. E. Shaw & Co., Inc.	$28.0M	200,919	+8,214	ADD
235	PUBLIC SECTOR PENSION INVESTMENT BOARD	$28.0M	200,905	+38,696	ADD
236	ABN AMRO Bank N.V.	$27.5M	195,724	−27,117	TRIM
237	ING GROEP NV	$27.4M	196,628	−167,726	TRIM
238	Empowered Funds, LLC	$27.2M	195,463	+195,463	NEW
239	Dai-ichi Life Insurance Company, Ltd	$27.2M	195,288	−13,858	TRIM
240	Glenview Trust Co	$26.8M	192,157	+2,683	ADD
241	Federation des caisses Desjardins du Quebec	$26.4M	189,702	+51,309	ADD
242	Fiera Capital Corp	$26.1M	187,420	+187,420	NEW
243	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$25.8M	185,175	+5,022	ADD
244	Sumitomo Mitsui DS Asset Management Company, Ltd	$25.6M	183,546	+2,784	ADD
245	Arbejdsmarkedets Tillaegspension	$25.6M	183,452	−11,412	TRIM
246	M&T BANK CORP	$25.2M	180,912	−10,229	TRIM
247	Bridgewater Associates, LP	$25.2M	180,737	−111,669	TRIM
248	MARTINGALE ASSET MANAGEMENT L P	$25.0M	179,462	−14,459	TRIM
249	ADAMS DIVERSIFIED EQUITY FUND, INC.	$24.7M	177,100	0	NO CHANGE
250	Osmosis Investment Management UK Ltd	$24.2M	173,584	+83,241	ADD
251	MML INVESTORS SERVICES, LLC	$24.0M	172,550	−38,324	TRIM
252	ABN AMRO INVESTMENT SOLUTIONS	$24.0M	172,050	−5,599	TRIM
253	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$23.8M	170,998	−49,181	TRIM
254	Vinva Investment Management Ltd	$23.6M	173,440	+17,781	ADD
255	Opes Wealth Management LLC	$23.6M	169,652	0	NO CHANGE
256	PRUDENTIAL PLC	$23.6M	169,077	−4,299	TRIM
257	Rhenman & Partners Asset Management AB	$23.4M	167,750	+41,600	ADD
258	Catalio Capital Management, LP	$22.8M	163,905	−125,407	TRIM
259	GRANDFIELD & DODD, LLC	$22.8M	163,600	−8,425	TRIM
260	SAPIENT CAPITAL LLC	$22.7M	162,826	−10,520	TRIM
261	DJE Kapital AG	$22.6M	163,522	−78,401	TRIM
262	Vident Advisory, LLC	$22.6M	162,497	−6,424	TRIM
263	NOMURA HOLDINGS INC	$22.5M	161,713	−94,373	TRIM
264	BOKF, NA	$22.1M	158,270	+42,516	ADD
265	NATIXIS	$21.8M	156,715	−473,116	TRIM
266	Mediolanum International Funds Ltd	$21.8M	159,551	−2,198	TRIM
267	Financial Advisors Network, Inc.	$21.7M	155,861	—	NO PRIOR
268	Advisors Asset Management, Inc.	$21.6M	155,253	−7,370	TRIM
269	Connor, Clark & Lunn Investment Management Ltd.	$21.6M	154,780	+152,432	ADD
270	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$21.2M	152,204	−1,689	TRIM
271	Walleye Capital LLC	$21.0M	150,967	+127,817	ADD
272	GRIMES & Co WEALTH MANAGEMENT, LLC	$20.7M	148,679	−1,689	TRIM
273	MEEDER ASSET MANAGEMENT INC	$20.5M	147,283	−3,657	TRIM
274	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$20.2M	144,688	+144,688	NEW
275	SHELTON CAPITAL MANAGEMENT	$20.1M	143,875	−4,344	TRIM
276	SCOTIA CAPITAL INC.	$19.9M	142,932	+11,247	ADD
277	Bank Pictet & Cie (Europe) AG	$19.8M	142,229	−9,664	TRIM
278	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$19.8M	141,963	−113	TRIM
279	ODDO BHF ASSET MANAGEMENT SAS	$19.7M	141,289	+11,575	ADD
280	Atlantic Union Bankshares Corp	$19.4M	139,519	−37,295	TRIM
281	RITHOLTZ WEALTH MANAGEMENT	$19.4M	139,243	+3,925	ADD
282	LBP AM SA	$19.3M	138,566	−84,738	TRIM
283	FLPUTNAM INVESTMENT MANAGEMENT CO	$19.3M	138,526	+32,786	ADD
284	ASSETMARK, INC	$19.0M	136,538	−8,145	TRIM
285	FUKOKU MUTUAL LIFE INSURANCE CO	$18.7M	133,913	0	NO CHANGE
286	Elo Mutual Pension Insurance Co	$18.4M	132,378	−61,209	TRIM
287	BENJAMIN EDWARDS INC	$18.4M	132,064	−3,145	TRIM
288	Kepler Cheuvreux (Suisse) SA	$18.2M	130,328	+47,719	ADD
289	YOUSIF CAPITAL MANAGEMENT, LLC	$18.1M	130,162	−4,623	TRIM
290	KEYBANK NATIONAL ASSOCIATION/OH	$17.8M	127,547	+12,268	ADD
291	OPPENHEIMER ASSET MANAGEMENT INC.	$17.7M	126,831	−5,499	TRIM
292	Avanza Fonder AB	$17.7M	126,803	−4,126	TRIM
293	SteelPeak Wealth, LLC	$17.4M	125,203	+125,203	NEW
294	Badgley Phelps Wealth Managers, LLC	$17.0M	122,271	−21	TRIM
295	JAG CAPITAL MANAGEMENT, LLC	$16.9M	121,427	+9,326	ADD
296	Qube Research & Technologies Ltd	$16.9M	121,052	−2,425,986	TRIM
297	Lido Advisors, LLC	$16.8M	120,592	−2,772	TRIM
298	GENERAL AMERICAN INVESTORS CO INC	$16.7M	119,900	0	NO CHANGE
299	Norinchukin Bank, The	$16.6M	119,373	+4,272	ADD
300	Genus Capital Management Inc.	$16.6M	119,280	−16,706	TRIM
301	MOODY LYNN LIEBERSON & WALKER, LLC	$16.6M	119,259	+21,957	ADD
302	Aware Super Pty Ltd as trustee of Aware Super	$16.5M	118,590	—	NO PRIOR
303	Pathstone Holdings, LLC	$16.4M	117,973	+3,663	ADD
304	ASR Vermogensbeheer N.V.	$16.3M	116,929	+3,075	ADD
305	1832 Asset Management L.P.	$16.2M	116,353	−43,459	TRIM
306	NOESIS CAPITAL MANGEMENT CORP	$16.1M	115,229	−34	TRIM
307	Kintegral Advisory, LLC	$16.0M	115,097	−5,103	TRIM
308	BEACON INVESTMENT ADVISORY SERVICES, INC.	$16.0M	114,756	+3,225	ADD
309	BTC Capital Management, Inc.	$15.6M	111,932	−6,015	TRIM
310	INTECH INVESTMENT MANAGEMENT LLC	$15.4M	110,618	−182,596	TRIM
311	FOUNDATIONS INVESTMENT ADVISORS, LLC	$15.2M	109,240	+10,495	ADD
312	UMB Bank, n.a.	$15.1M	108,132	+31	ADD
313	PROFUND ADVISORS LLC	$15.0M	107,433	−28,520	TRIM
314	Y-Intercept (Hong Kong) Ltd	$14.5M	104,293	+104,293	NEW
315	Rockefeller Capital Management L.P.	$14.5M	104,165	+15,272	ADD
316	Callan Family Office, LLC	$14.5M	103,771	−2,099	TRIM
317	Brookstone Capital Management	$14.4M	103,662	−11,708	TRIM
318	MANNING & NAPIER ADVISORS LLC	$14.4M	103,065	−5,606	TRIM
319	FOUNDATION RESOURCE MANAGEMENT INC	$14.4M	102,997	−5,508	TRIM
320	PINNACLE ASSOCIATES LTD	$14.3M	102,797	+3,169	ADD
321	B. Metzler seel. Sohn & Co. AG	$14.3M	102,768	−4,941	TRIM
322	Kiltearn Partners LLP	$14.0M	100,400	−20,900	TRIM
323	Hudson Bay Capital Management LP	$13.9M	100,010	−36,861	TRIM
324	Integral Health Asset Management, LLC	$13.9M	100,000	+100,000	NEW
325	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$13.7M	98,489	+7,340	ADD
326	Kestra Advisory Services, LLC	$13.7M	98,061	+2,907	ADD
327	Capital Investment Advisors, LLC	$13.5M	97,202	−5,464	TRIM
328	Azimuth Capital Investment Management LLC	$13.4M	96,471	+1,875	ADD
329	TECTONIC ADVISORS LLC	$13.4M	95,858	−1,474	TRIM
330	M&G Plc	$13.3M	95,757	−6,689	TRIM
331	Investment Management Corp of Ontario	$13.1M	94,161	−13,205	TRIM
332	NorthCrest Asset Manangement, LLC	$12.7M	91,172	−31,555	TRIM
333	KENNEDY CAPITAL MANAGEMENT LLC	$12.7M	91,264	−4,139	TRIM
334	Equitable Holdings, Inc.	$12.6M	101,366	+6,607	ADD
335	New Age Alpha Advisors, LLC	$12.6M	90,117	−8,223	TRIM
336	Beacon Pointe Advisors, LLC	$12.5M	89,731	+6,681	ADD
337	Jefferies Financial Group Inc.	$12.5M	89,485	−73,906	TRIM
338	Envestnet Portfolio Solutions, Inc.	$12.3M	88,455	−17,153	TRIM
339	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$12.0M	85,969	+1,485	ADD
340	Ethic Inc.	$12.0M	85,798	+5,679	ADD
341	Atria Investments, Inc	$11.9M	85,676	−2,287	TRIM
342	Stratos Wealth Partners, LTD.	$11.7M	84,091	−12,055	TRIM
343	Nan Shan Life Insurance Co., Ltd.	$11.5M	82,838	0	NO CHANGE
344	Abacus FCF Advisors LLC	$11.5M	82,574	−59,400	TRIM
345	OAK ASSOCIATES LTD /OH/	$11.4M	81,776	−5,000	TRIM
346	TRILLIUM ASSET MANAGEMENT, LLC	$11.3M	81,412	+2,757	ADD
347	Channing Capital Management, LLC	$11.3M	81,399	−12,290	TRIM
348	SPIREPOINT PRIVATE CLIENT, LLC	$11.2M	80,399	+4,053	ADD
349	WESTPAC BANKING CORP	$11.2M	80,033	+157	ADD
350	MONEY CONCEPTS CAPITAL CORP	$11.1M	79,857	−6,248	TRIM
351	COMMERCE BANK	$11.1M	79,485	+3,463	ADD
352	Covea Finance	$11.0M	78,800	+78,800	NEW
353	Susquehanna Portfolio Strategies, LLC	$10.9M	78,260	0	NO CHANGE
354	D.A. DAVIDSON & CO.	$10.8M	77,509	+10,586	ADD
355	Boston Common Asset Management, LLC	$10.8M	77,243	−36,613	TRIM
356	Caprock Group, LLC	$10.7M	76,903	−28	TRIM
357	Bell Bank	$10.7M	76,657	+80	ADD
358	HUB Investment Partners, LLC	$10.7M	76,550	+12,601	ADD
359	Banque Cantonale Vaudoise	$10.6M	75,778	+4,814	ADD
360	Aptus Capital Advisors, LLC	$10.5M	75,380	−4,402	TRIM
361	L & S Advisors Inc	$10.5M	75,255	+33,789	ADD
362	Concurrent Investment Advisors, LLC	$10.5M	75,185	+3,077	ADD
363	Steward Partners Investment Advisory, LLC	$10.5M	75,160	+3,796	ADD
364	MIZUHO SECURITIES USA LLC	$10.5M	75,005	−15,333	TRIM
365	FIRST MANHATTAN CO. LLC.	$10.4M	74,939	−7,226	TRIM
366	J. Goldman & Co LP	$10.4M	74,912	+74,912	NEW
367	FIRST CITIZENS BANK & TRUST CO	$10.4M	74,871	+820	ADD
368	Curi Capital, LLC	$10.4M	74,630	−12,679	TRIM
369	Lifeworks Advisors, LLC	$10.3M	74,262	+3,486	ADD
370	M. Kulyk & Associates, LLC	$10.3M	73,699	−270	TRIM
371	Prospera Financial Services Inc	$10.2M	72,977	−9,668	TRIM
372	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.0M	71,717	+2,199	ADD
373	GATEWAY INVESTMENT ADVISERS LLC	$10.0M	71,420	−50,719	TRIM
374	PICTON MAHONEY ASSET MANAGEMENT	$9.9M	71,232	+4,179	ADD
375	HARTFORD INVESTMENT MANAGEMENT CO	$9.9M	70,744	−969	TRIM
376	DEARBORN PARTNERS LLC	$9.7M	69,875	−2,695	TRIM
377	Coastal Bridge Advisors, LLC	$9.6M	69,066	−550	TRIM
378	CAPITAL COUNSEL LLC/NY	$9.6M	68,928	−282	TRIM
379	Orion Porfolio Solutions, LLC	$9.6M	68,638	−40,819	TRIM
380	HENNESSY ADVISORS INC	$9.5M	68,300	+12,700	ADD
381	Sterling Capital Management LLC	$9.3M	66,500	+13,470	ADD
382	L2 Asset Management, LLC	$9.2M	66,161	−4,759	TRIM
383	AE Wealth Management LLC	$9.1M	65,053	+6,710	ADD
384	AMG National Trust Bank	$9.1M	65,010	+1,568	ADD
385	Cresset Asset Management, LLC	$8.9M	64,181	+2,422	ADD
386	ADAPT Investment Managers SA	$8.8M	63,165	+63,165	NEW
387	Maryland State Retirement & Pension System	$8.7M	62,626	+535	ADD
388	Ascent Group, LLC	$8.7M	62,184	−703	TRIM
389	Simplify Asset Management Inc.	$8.5M	61,345	+23,866	ADD
390	AIMZ Investment Advisors, LLC	$8.5M	61,338	−2,499	TRIM
391	Merit Financial Group, LLC	$8.5M	60,914	+7,356	ADD
392	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.5M	60,817	−13,927	TRIM
393	XTX Topco Ltd	$8.4M	60,352	+60,352	NEW
394	CAISSE DES DEPOTS ET CONSIGNATIONS	$8.4M	60,140	−3,182	TRIM
395	ORBIMED ADVISORS LLC	$8.3M	59,600	+59,600	NEW
396	Ashton Thomas Private Wealth, LLC	$8.3M	59,585	+4,793	ADD
397	Fisher Funds Management LTD	$8.3M	59,571	0	NO CHANGE
398	CWA Asset Management Group, LLC	$8.2M	59,136	+2,344	ADD
399	Siemens Fonds Invest GmbH	$8.2M	58,517	−1,405	TRIM
400	Twin Lakes Capital Management, LLC	$8.1M	58,102	−652	TRIM
401	Jain Global LLC	$8.0M	57,515	−28,063	TRIM
402	Lombard Odier Asset Management (Switzerland) SA	$8.0M	57,445	+3,801	ADD
403	Ascent Wealth Partners, LLC	$8.0M	57,344	+57,344	NEW
404	HB Wealth Management, LLC	$7.9M	56,970	+5,516	ADD
405	Quadrature Capital Ltd	$7.9M	56,928	+56,928	NEW
406	TEMA ETFS LLC	$7.9M	56,743	−1,371	TRIM
407	WRIGHT INVESTORS SERVICE INC	$7.8M	56,272	−981	TRIM
408	LEUTHOLD GROUP, LLC	$7.8M	56,091	+1,033	ADD
409	Ameritas Investment Partners, Inc.	$7.8M	56,008	0	NO CHANGE
410	Allworth Financial LP	$7.8M	55,879	+6,200	ADD
411	Dynamic Advisor Solutions LLC	$7.7M	55,422	+1,597	ADD
412	Bleakley Financial Group, LLC	$7.7M	55,332	+24,649	ADD
413	NEEDHAM INVESTMENT MANAGEMENT LLC	$7.7M	55,000	0	NO CHANGE
414	GLOBALT Investments LLC / GA	$7.5M	54,046	−1,450	TRIM
415	Generali Investments CEE, investicni spolecnost, a.s.	$7.5M	53,896	0	NO CHANGE
416	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$7.5M	53,766	−90	TRIM
417	SECTOR GAMMA AS	$7.4M	53,247	−123,167	TRIM
418	Oliver Luxxe Assets LLC	$7.4M	53,158	−13,630	TRIM
419	Artemis Investment Management LLP	$7.4M	52,961	−1,751	TRIM
420	Tower Research Capital LLC (TRC)	$7.4M	52,946	−33,540	TRIM
421	Hudson Capital Management LLC	$7.4M	52,827	+791	ADD
422	Sienna Gestion	$7.3M	53,402	0	NO CHANGE
423	Robertson Stephens Wealth Management, LLC	$7.3M	52,618	+1,573	ADD
424	AGF MANAGEMENT LTD	$7.2M	52,008	+25,946	ADD
425	Atle Fund Management AB	$7.2M	47,967	−2,829	TRIM
426	Plato Investment Management Ltd	$7.2M	51,281	+2,426	ADD
427	SIG BROKERAGE, LP	$7.2M	51,303	−597	TRIM
428	Global X Japan Co., Ltd.	$7.1M	51,004	+2,179	ADD
429	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$7.1M	50,865	+2,041	ADD
430	INTACT INVESTMENT MANAGEMENT INC.	$7.1M	50,600	−33,800	TRIM
431	EXCHANGE TRADED CONCEPTS, LLC	$7.0M	50,570	−192,962	TRIM
432	Titan Investment Solutions Ltd	$7.0M	50,544	0	NO CHANGE
433	E Fund Management Co., Ltd.	$7.0M	50,458	—	NO PRIOR
434	ALPS ADVISORS INC	$7.0M	50,414	−3,697	TRIM
435	Sequoia Financial Advisors, LLC	$7.0M	50,178	+3,026	ADD
436	EQUITABLE TRUST CO	$7.0M	50,177	+714	ADD
437	AG2R LA MONDIALE GESTION D'ACTIFS	$7.0M	50,145	+361	ADD
438	Private Advisor Group, LLC	$7.0M	50,035	+4,010	ADD
439	Kessler Investment Group, LLC	$6.9M	49,804	+49,804	NEW
440	NIA IMPACT ADVISORS, LLC	$6.9M	49,642	−4,712	TRIM
441	PKO Investment Management Joint-Stock Co	$6.8M	49,000	+10,000	ADD
442	Capital Investment Counsel, LLC	$6.8M	48,904	−12	TRIM
443	Metis Global Partners, LLC	$6.8M	48,611	−5,680	TRIM
444	Cypress Capital Group	$6.7M	48,427	−159	TRIM
445	Triasima Portfolio Management inc.	$6.7M	48,112	+925	ADD
446	Laird Norton Wetherby Trust Company, LLC	$6.6M	47,683	+4	ADD
447	Aquatic Capital Management LLC	$6.6M	47,273	+47,273	NEW
448	Berger Financial Group, Inc	$6.6M	47,146	−14,016	TRIM
449	Te Ahumairangi Investment Management Ltd	$6.5M	46,856	−5,120	TRIM
450	CHOREO, LLC	$6.4M	46,209	+745	ADD
451	Geneos Wealth Management Inc.	$6.4M	46,204	+533	ADD
452	LOOMIS SAYLES & CO L P	$6.4M	46,065	−15,424	TRIM
453	TOKIO MARINE ASSET MANAGEMENT CO LTD	$6.4M	45,914	+2,986	ADD
454	Saudi Central Bank	$6.4M	45,795	+45,795	NEW
455	OpenArc Corporate Advisory, LLC	$6.3M	45,449	+976	ADD
456	NatWest Group plc	$6.3M	45,148	+1,183	ADD
457	Alphadyne Asset Management LP	$6.3M	45,108	+45,108	NEW
458	MAI Capital Management	$6.2M	44,349	+68	ADD
459	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$6.1M	43,882	+1,337	ADD
460	Summit Trail Advisors, LLC	$6.1M	43,831	+7,917	ADD
461	Arlington Financial Advisors, LLC	$6.1M	43,738	−1,383	TRIM
462	Dakota Wealth Management	$5.9M	42,498	−300	TRIM
463	WealthTrust Axiom LLC	$5.9M	42,372	−425	TRIM
464	Empirical Finance, LLC	$5.9M	42,134	−76	TRIM
465	NewSquare Capital LLC	$5.8M	41,823	−1,259	TRIM
466	Composition Wealth, LLC	$5.8M	41,440	+4,115	ADD
467	Vise Technologies, Inc.	$5.7M	46,492	0	NO CHANGE
468	Kerusso Capital Management LLC	$5.7M	40,822	−2,898	TRIM
469	Qsemble Capital Management, LP	$5.7M	40,564	+40,564	NEW
470	Diversified Trust Co	$5.6M	40,486	−6,384	TRIM
471	MONARCH CAPITAL MANAGEMENT INC	$5.6M	40,107	−3,420	TRIM
472	Capital International Sarl	$5.6M	40,000	+2,650	ADD
473	Hamilton Wealth, LLC	$5.5M	39,706	+1,339	ADD
474	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$5.5M	39,698	+55	ADD
475	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.5M	39,487	−2,958	TRIM
476	Brevan Howard Capital Management LP	$5.5M	39,227	−75,412	TRIM
477	Compound Planning, Inc.	$5.5M	39,125	+2,977	ADD
478	BRADLEY FOSTER & SARGENT INC/CT	$5.4M	39,053	−1,536	TRIM
479	Avidity Partners Management LP	$5.4M	40,000	+40,000	NEW
480	North Dakota State Investment Board	$5.4M	38,687	−6,774	TRIM
481	Perigon Wealth Management, LLC	$5.4M	38,551	+487	ADD
482	GROUPAMA ASSET MANAGMENT	$5.3M	37,990	−13,240	TRIM
483	Groupe la Francaise	$5.3M	37,915	+4,118	ADD
484	SPRUCEGROVE INVESTMENT MANAGEMENT LTD	$5.3M	37,900	−21,970	TRIM
485	SEIZERT CAPITAL PARTNERS, LLC	$5.3M	37,822	−1,044	TRIM
486	Brookmont Capital Management	$5.3M	37,697	+1,104	ADD
487	Mubadala Investment Co PJSC	$5.2M	36,993	−63,185	TRIM
488	QUADRANT CAPITAL GROUP LLC	$5.1M	36,809	+3,157	ADD
489	Neumann Capital Management, LLC	$5.0M	36,068	−822	TRIM
490	Procyon Advisors, LLC	$5.0M	36,051	+7,656	ADD
491	Grantham, Mayo, Van Otterloo & Co. LLC	$5.0M	35,836	−76,362	TRIM
492	Cornerstone Capital, Inc.	$5.0M	35,818	+44	ADD
493	Meeder Advisory Services, Inc.	$5.0M	35,812	+1,722	ADD
494	Apollon Wealth Management, LLC	$5.0M	35,667	−980	TRIM
495	COLDSTREAM CAPITAL MANAGEMENT INC	$5.0M	35,580	−2,682	TRIM
496	HANCOCK WHITNEY CORP	$4.9M	37,437	+280	ADD
497	Lighthouse Investment Partners, LLC	$4.9M	35,172	+25,732	ADD
498	Frank, Rimerman Advisors LLC	$4.9M	35,105	0	NO CHANGE
499	WHITTIER TRUST CO	$4.9M	34,681	−89	TRIM
500	Carnegie Investment Counsel	$4.9M	34,858	−521	TRIM

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

Congress ↔ notable managers · GILD

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

Congress · last 90 days

Buyers: 2 Tommy Tuberville R–AL, Alan Armstrong R–OK $4K–$60K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $52.4M held
Trimming: 2 Bridgewater Associates, Caxton Associates $25.4M held

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

Merged timeline of congressional filings and notable-manager moves on GILD
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+76,712 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−111,669 sh
2026-05-14	Caxton Associates 13F	TRIM	−548,559 sh

8 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

44 members of Congress disclosed GILD — 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).