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 ↗

HONEYWELL INTERNATIONAL INC · COM · quarter ended 2026-03-31 · 49 members disclosed HON ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,291 holders are listed, largest first: 2,291
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $102B
holders whose share count rose or who opened the position (new + add), by shares: 1,116
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 190

Holders — quarter ended 2026-03-31

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

13F holders of HON ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.0B	48,831,876	−3,774,610	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$9.3B	41,280,753	—	NO PRIOR
3	STATE STREET CORP	$7.2B	31,726,805	+49,723	ADD
4	MORGAN STANLEY	$4.2B	18,428,804	−996,617	TRIM
5	WELLINGTON MANAGEMENT GROUP LLP	$3.8B	16,635,316	+3,833,636	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$3.7B	16,250,601	+533,954	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.5B	15,650,414	—	NO PRIOR
8	FRANKLIN RESOURCES INC	$3.1B	13,545,305	+3,318,104	ADD
9	Newport Trust Company, LLC	$2.9B	12,865,197	−411,670	TRIM
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.5B	8,707,049	+1,860,250	ADD
11	BANK OF AMERICA CORP /DE/	$2.1B	9,124,527	+31,551	ADD
12	Invesco Ltd.	$1.8B	7,778,708	+1,037,318	ADD
13	ROYAL BANK OF CANADA	$1.5B	6,742,627	−189,960	TRIM
14	Bank of New York Mellon Corp	$1.4B	6,340,148	−271,346	TRIM
15	AMERIPRISE FINANCIAL INC	$1.4B	6,001,274	−328,338	TRIM
16	Capital Research Global Investors	$1.3B	5,905,232	+1,818,154	ADD
17	Nuveen, LLC	$1.3B	5,753,212	−759,258	TRIM
18	NORTHERN TRUST CORP	$1.3B	5,624,515	−20,204	TRIM
19	BARCLAYS PLC	$1.2B	5,107,552	−862,321	TRIM
20	UBS Group AG	$1.0B	4,637,105	−2,653,756	TRIM
21	Unisphere Establishment	$927M	4,100,000	−25,000	TRIM
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$913M	4,037,643	+85,332	ADD
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$852M	3,767,345	+62,812	ADD
24	VANGUARD FIDUCIARY TRUST CO	$808M	3,574,651	—	NO PRIOR
25	Legal & General Group Plc	$792M	3,504,364	−85,618	TRIM
26	DIMENSIONAL FUND ADVISORS LP	$765M	3,386,458	+75,036	ADD
27	Boston Partners	$719M	3,177,157	−224,677	TRIM
28	WELLS FARGO & COMPANY/MN	$713M	3,152,907	+263,015	ADD
29	NATIONAL BANK OF CANADA /FI/	$649M	2,871,751	+48,653	ADD
30	Clearbridge Investments, LLC	$623M	2,754,997	+1,735,808	ADD
31	FMR LLC	$568M	2,514,837	+125,902	ADD
32	ALLIANCEBERNSTEIN L.P.	$463M	2,371,271	+130,702	ADD
33	FIRST MANHATTAN CO. LLC.	$448M	1,980,789	+70,818	ADD
34	Swiss National Bank	$421M	1,863,300	+123,500	ADD
35	Sumitomo Mitsui Trust Group, Inc.	$405M	1,791,939	−87,197	TRIM
36	STIFEL FINANCIAL CORP	$404M	1,787,117	+78,416	ADD
37	Mitsubishi UFJ Asset Management Co., Ltd.	$399M	1,765,679	+82,560	ADD
38	TWO SIGMA INVESTMENTS, LP	$393M	1,737,296	+1,156,546	ADD
39	RAYMOND JAMES FINANCIAL INC	$356M	1,573,091	+197,280	ADD
40	HSBC HOLDINGS PLC	$335M	1,482,770	−1,474,544	TRIM
41	National Pension Service	$330M	1,459,138	+1,459,138	NEW
42	AQR CAPITAL MANAGEMENT LLC	$320M	1,421,386	+1,062,788	ADD
43	Vanguard Global Advisers, LLC	$314M	1,389,010	—	NO PRIOR
44	Qube Research & Technologies Ltd	$306M	1,353,749	−1,401,558	TRIM
45	ING GROEP NV	$297M	1,313,574	+174,739	ADD
46	FIRST TRUST ADVISORS LP	$291M	1,285,577	−46,534	TRIM
47	ENVESTNET ASSET MANAGEMENT INC	$272M	1,201,882	+308,417	ADD
48	DEUTSCHE BANK AG\	$270M	1,194,022	−440,747	TRIM
49	AMERICAN CENTURY COMPANIES INC	$269M	1,192,108	+928,940	ADD
50	D. E. Shaw & Co., Inc.	$264M	1,169,465	−1,249,310	TRIM
51	NATIXIS	$264M	1,167,214	+648,118	ADD
52	VANGUARD ASSET MANAGEMENT, Ltd	$260M	1,149,242	—	NO PRIOR
53	LPL Financial LLC	$252M	1,117,049	+102,029	ADD
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$250M	1,105,154	−54,150	TRIM
55	CANADA PENSION PLAN INVESTMENT BOARD	$249M	1,102,941	−530,380	TRIM
56	ProShare Advisors LLC	$229M	1,013,185	−207,030	TRIM
57	BANK OF NOVA SCOTIA	$227M	1,003,413	+510,208	ADD
58	Eurizon Capital SGR S.p.A.	$225M	996,303	−273,902	TRIM
59	BANK OF MONTREAL /CAN/	$208M	921,526	−92,133	TRIM
60	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$206M	909,312	+653,249	ADD
61	Haverford Trust Co	$204M	900,869	−4,155	TRIM
62	VICTORY CAPITAL MANAGEMENT INC	$196M	864,947	+6,267	ADD
63	CITIGROUP INC	$193M	852,298	−27,848	TRIM
64	Aberdeen Group plc	$182M	805,664	+4,825	ADD
65	US BANCORP \DE\	$181M	801,638	−20,695	TRIM
66	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$180M	794,378	+475,203	ADD
67	NEW YORK STATE COMMON RETIREMENT FUND	$178M	788,303	+9,000	ADD
68	Focus Partners Wealth	$174M	769,534	+53,191	ADD
69	PRINCIPAL FINANCIAL GROUP INC	$171M	757,391	+2,273	ADD
70	CIBC Bancorp USA Inc.	$167M	737,765	—	NO PRIOR
71	KING LUTHER CAPITAL MANAGEMENT CORP	$166M	732,546	−25,253	TRIM
72	MACKENZIE FINANCIAL CORP	$164M	724,875	+577,301	ADD
73	BALYASNY ASSET MANAGEMENT L.P.	$160M	709,370	+130,808	ADD
74	MIZUHO MARKETS AMERICAS LLC	$158M	698,500	−1,343,500	TRIM
75	FIFTH THIRD BANCORP	$157M	695,283	+208,471	ADD
76	Ensign Peak Advisors, Inc	$148M	654,033	−29,270	TRIM
77	BNP Paribas Asset Management Holding S.A.	$142M	627,708	+40,117	ADD
78	Cerity Partners LLC	$141M	625,698	+20,549	ADD
79	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$140M	619,097	+183,458	ADD
80	NOMURA ASSET MANAGEMENT CO LTD	$136M	600,057	+82,695	ADD
81	AVIVA PLC	$130M	575,144	+13,939	ADD
82	Amundi	$130M	574,341	+47,238	ADD
83	MUFG Securities EMEA plc	$128M	566,148	+357,111	ADD
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$126M	555,957	−5,501	TRIM
85	MACQUARIE GROUP LTD	$124M	546,674	+93,014	ADD
86	Korea Investment CORP	$122M	541,375	+38,114	ADD
87	PRUDENTIAL FINANCIAL INC	$121M	534,548	+1,524	ADD
88	TRUIST FINANCIAL CORP	$120M	532,111	−7,185	TRIM
89	Empower Advisory Group, LLC	$119M	524,883	+18,519	ADD
90	KEYBANK NATIONAL ASSOCIATION/OH	$118M	522,623	−3,933	TRIM
91	Corient Private Wealth LLC	$118M	527,980	−676,443	TRIM
92	CITADEL ADVISORS LLC	$118M	521,906	−989,847	TRIM
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$115M	510,795	+77,641	ADD
94	CONFLUENCE INVESTMENT MANAGEMENT LLC	$113M	499,862	−17,305	TRIM
95	PRIMECAP MANAGEMENT CO/CA/	$110M	488,200	0	NO CHANGE
96	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$110M	487,448	+298,784	ADD
97	Mariner, LLC	$108M	479,855	+79,581	ADD
98	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$108M	477,340	+12,928	ADD
99	PFA Pension, Forsikringsaktieselskab	$107M	473,253	+473,253	NEW
100	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$105M	463,492	+213,219	ADD
101	Allspring Global Investments Holdings, LLC	$102M	445,078	+29,354	ADD
102	UniSuper Management Pty Ltd	$101M	448,294	−822	TRIM
103	NEOS Investment Management LLC	$99.1M	438,559	+63,345	ADD
104	Blue Whale Capital LLP	$97.1M	429,551	+259,330	ADD
105	COMMERCE BANK	$96.1M	424,999	+100,894	ADD
106	Rokos Capital Management LLP	$93.8M	414,951	+414,951	NEW
107	JOHNSON INVESTMENT COUNSEL INC	$93.8M	414,894	−3,694	TRIM
108	HighTower Advisors, LLC	$93.4M	413,249	+19,508	ADD
109	ADAGE CAPITAL PARTNERS GP, L.L.C.	$92.3M	408,451	−19,966	TRIM
110	HARDING LOEVNER LP	$92.3M	408,185	−29,913	TRIM
111	Rockefeller Capital Management L.P.	$90.8M	401,565	+6,069	ADD
112	Squarepoint Ops LLC	$90.4M	399,908	−488,432	TRIM
113	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$89.5M	396,180	+31,518	ADD
114	WORLDQUANT MILLENNIUM ADVISORS LLC	$89.3M	394,959	−20,053	TRIM
115	Bank Julius Baer & Co. Ltd, Zurich	$88.9M	393,698	−9,349	TRIM
116	MEYER HANDELMAN CO	$87.3M	386,139	−9,953	TRIM
117	Quantinno Capital Management LP	$86.5M	382,835	+83,857	ADD
118	Mirae Asset Global Investments Co., Ltd.	$86.5M	382,781	+34,559	ADD
119	Asset Management One Co., Ltd.	$86.3M	381,770	+17,562	ADD
120	TD ASSET MANAGEMENT INC	$86.1M	381,012	+10,832	ADD
121	NewEdge Advisors, LLC	$85.5M	378,454	+378,454	NEW
122	RENAISSANCE TECHNOLOGIES LLC	$84.8M	375,300	−265,300	TRIM
123	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$84.6M	374,334	+38,304	ADD
124	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$83.3M	368,615	+31,758	ADD
125	FIRST FINANCIAL BANKSHARES INC	$82.3M	363,949	−39	TRIM
126	GLENMEDE TRUST CO NA	$81.7M	361,559	−1,773	TRIM
127	HOMESTEAD ADVISERS CORP	$81.6M	361,492	−4,100	TRIM
128	SOROS FUND MANAGEMENT LLC	$80.9M	358,052	+286,997	ADD
129	Advisors Capital Management, LLC	$79.4M	351,475	+26,495	ADD
130	Creative Planning	$78.6M	347,594	+51,921	ADD
131	Quilter Plc	$77.9M	344,665	+170,555	ADD
132	AGF MANAGEMENT LTD	$77.6M	343,399	−21,976	TRIM
133	STATE OF WISCONSIN INVESTMENT BOARD	$76.8M	339,986	+11,014	ADD
134	CIBC Asset Management Inc	$76.8M	339,790	+3,138	ADD
135	PUBLIC SECTOR PENSION INVESTMENT BOARD	$75.1M	332,325	−6,578	TRIM
136	MARSICO CAPITAL MANAGEMENT LLC	$74.9M	331,577	+331,577	NEW
137	CAPITAL ADVISORS INC/OK	$74.9M	331,162	+13,520	ADD
138	Sumitomo Mitsui DS Asset Management Company, Ltd	$74.6M	330,130	+7,092	ADD
139	Mitsubishi UFJ Trust & Banking Corp	$74.4M	329,173	−3,137	TRIM
140	EP Wealth Advisors, LLC	$73.2M	323,794	+17,152	ADD
141	Chevy Chase Trust Holdings, LLC	$71.6M	316,612	−8,206	TRIM
142	MILLENNIUM MANAGEMENT LLC	$71.5M	316,516	−1,022,668	TRIM
143	Cetera Investment Advisers	$70.6M	312,292	+12,313	ADD
144	Madison Asset Management, LLC	$69.4M	306,928	−44,046	TRIM
145	Prospera Financial Services Inc	$68.2M	301,881	+135	ADD
146	NOMURA HOLDINGS INC	$67.0M	296,367	−487,437	TRIM
147	BLAIR WILLIAM & CO/IL	$66.9M	295,831	+26,470	ADD
148	SEI INVESTMENTS CO	$66.2M	292,749	+95,956	ADD
149	SCOTIA CAPITAL INC.	$64.8M	286,801	−3,972	TRIM
150	ROYAL LONDON ASSET MANAGEMENT LTD	$64.5M	285,533	+1,774	ADD
151	CIBC WORLD MARKET INC.	$64.1M	283,674	+23,118	ADD
152	COMMONWEALTH EQUITY SERVICES, LLC	$63.6M	281,380	−18,447	TRIM
153	Vanguard Investments Australia, Ltd.	$63.1M	279,162	—	NO PRIOR
154	J. Stern & Co. LLP	$62.2M	275,175	+275,175	NEW
155	FIL Ltd	$60.5M	267,497	−44,448	TRIM
156	OSAIC HOLDINGS, INC.	$58.3M	257,767	+41,011	ADD
157	Pictet Asset Management Holding SA	$57.4M	253,776	−5,820	TRIM
158	Trexquant Investment LP	$57.3M	253,532	+220,191	ADD
159	CAMBIAR INVESTORS LLC	$57.3M	253,300	−11,344	TRIM
160	Daiwa Securities Group Inc.	$56.7M	250,834	+9,197	ADD
161	VOYA INVESTMENT MANAGEMENT LLC	$56.3M	249,229	+5,361	ADD
162	M&T BANK CORP	$54.7M	241,875	−7,036	TRIM
163	Baird Financial Group, Inc.	$54.2M	239,665	+239,665	NEW
164	GUGGENHEIM CAPITAL LLC	$52.0M	229,963	−22,273	TRIM
165	CREDIT AGRICOLE S A	$51.9M	229,486	+50,810	ADD
166	TORONTO DOMINION BANK	$51.4M	227,252	−91,366	TRIM
167	NISA INVESTMENT ADVISORS, LLC	$51.2M	226,666	−3,207	TRIM
168	TD Waterhouse Canada Inc.	$50.0M	219,561	+81,744	ADD
169	Defiance ETFs, LLC	$50.0M	221,148	+13,195	ADD
170	Man Group plc	$49.8M	220,375	−628,224	TRIM
171	Ancora Advisors LLC	$49.8M	220,271	+1,927	ADD
172	State of New Jersey Common Pension Fund D	$48.9M	216,222	0	NO CHANGE
173	BERKSHIRE ASSET MANAGEMENT LLC/PA	$48.8M	216,047	+8,187	ADD
174	TEACHER RETIREMENT SYSTEM OF TEXAS	$48.8M	215,761	−135,222	TRIM
175	LAZARD ASSET MANAGEMENT LLC	$48.7M	215,587	−19,064	TRIM
176	Midwest Trust Co	$48.3M	213,807	+5,451	ADD
177	Cullen Capital Management, LLC	$48.3M	213,520	+195,452	ADD
178	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$48.0M	279,752	−42,224	TRIM
179	PANAGORA ASSET MANAGEMENT INC	$47.5M	210,043	+73,427	ADD
180	MAIRS & POWER INC	$47.1M	208,448	−25,528	TRIM
181	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$46.7M	206,406	−13,120	TRIM
182	GATEWAY INVESTMENT ADVISERS LLC	$46.4M	205,193	−25,662	TRIM
183	Capital Investment Advisors, LLC	$45.9M	203,228	+23,468	ADD
184	DELTA ASSET MANAGEMENT LLC/TN	$45.3M	200,235	−3,640	TRIM
185	Kestra Advisory Services, LLC	$44.9M	198,555	+28,203	ADD
186	Sterling Capital Management LLC	$44.9M	198,515	−10,254	TRIM
187	Resona Asset Management Co.,Ltd.	$44.4M	196,812	+4,590	ADD
188	Compagnie Lombard Odier SCmA	$44.2M	195,737	−89,053	TRIM
189	Burkehill Global Management, LP	$44.1M	195,000	+195,000	NEW
190	EDMOND DE ROTHSCHILD HOLDING S.A.	$43.4M	191,908	+179,400	ADD
191	COUNTRY TRUST BANK	$42.8M	189,185	−3,214	TRIM
192	GROUPAMA ASSET MANAGMENT	$42.7M	188,791	−4,529	TRIM
193	ExodusPoint Capital Management, LP	$42.6M	188,496	+65,171	ADD
194	DANSKE BANK A/S	$42.4M	187,515	−1,813	TRIM
195	TOCQUEVILLE ASSET MANAGEMENT L.P.	$41.9M	185,447	+2,850	ADD
196	Tredje AP-fonden	$41.7M	184,349	+184,349	NEW
197	NISSAY ASSET MANAGEMENT CORP /JAPAN	$40.4M	178,710	+5,437	ADD
198	Glenview Trust Co	$40.0M	176,864	+9,132	ADD
199	MAI Capital Management	$39.9M	176,386	−4,971	TRIM
200	CI INVESTMENTS INC.	$39.4M	174,313	−1,044	TRIM
201	Arizona State Retirement System	$39.3M	173,947	−7,662	TRIM
202	Czech National Bank	$39.1M	172,909	+5,498	ADD
203	LBP AM SA	$38.9M	172,313	+31,165	ADD
204	Zurcher Kantonalbank (Zurich Cantonalbank)	$38.5M	170,184	+170,184	NEW
205	Schonfeld Strategic Advisors LLC	$38.2M	169,205	−104,396	TRIM
206	Saratoga Research & Investment Management	$37.5M	165,945	+26,260	ADD
207	STATE OF MICHIGAN RETIREMENT SYSTEM	$37.5M	165,815	−400	TRIM
208	Calamos Advisors LLC	$37.1M	164,159	+2,932	ADD
209	Zurich Insurance Group Ltd/FI	$36.5M	161,421	+152,221	ADD
210	ANTIPODES PARTNERS Ltd	$36.4M	161,216	−4,112	TRIM
211	WESTWOOD HOLDINGS GROUP INC	$36.2M	160,022	−8,009	TRIM
212	Randolph Co Inc	$35.9M	158,680	−96	TRIM
213	Walleye Trading LLC	$35.5M	157,238	+111,370	ADD
214	Maple Capital Management, Inc.	$35.3M	156,227	−1,447	TRIM
215	Americana Partners, LLC	$34.6M	153,221	+13,594	ADD
216	Allworth Financial LP	$34.5M	152,630	+1,170	ADD
217	CONNING INC.	$34.2M	151,252	−15,494	TRIM
218	DEPRINCE RACE & ZOLLO INC	$34.1M	151,027	−25,466	TRIM
219	Fisher Asset Management, LLC	$34.1M	150,757	+4,219	ADD
220	WAYCROSS PARTNERS, LLC	$33.9M	150,098	+4,648	ADD
221	MetLife Investment Management, LLC	$33.5M	148,365	−3,849	TRIM
222	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$33.5M	148,076	+148,076	NEW
223	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$33.4M	147,892	+214	ADD
224	Epoch Investment Partners, Inc.	$33.3M	147,401	+573	ADD
225	Henshaw Capital LLC	$32.6M	144,151	—	NO PRIOR
226	Union Bancaire Privee, UBP SA	$32.5M	121,143	−13,740	TRIM
227	Sanctuary Advisors, LLC	$32.4M	143,468	+16,780	ADD
228	Cardinal Capital Management, Inc.	$32.0M	141,392	+2,666	ADD
229	Cresset Asset Management, LLC	$31.6M	139,715	+55,524	ADD
230	Private Wealth Partners, LLC	$30.9M	136,697	−1,715	TRIM
231	Retirement Systems of Alabama	$30.5M	134,823	−240	TRIM
232	Jefferies Financial Group Inc.	$30.5M	134,777	−247,496	TRIM
233	IEQ CAPITAL, LLC	$30.1M	132,965	+69,313	ADD
234	Rakuten Investment Management, Inc.	$29.4M	131,778	+13,990	ADD
235	Gotham Asset Management, LLC	$29.4M	130,275	+19,318	ADD
236	Kimelman & Baird, LLC	$29.3M	129,687	−176	TRIM
237	ROCKLAND TRUST CO	$28.8M	127,531	−116	TRIM
238	Modern Wealth Management, LLC	$28.8M	126,268	−226	TRIM
239	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.7M	127,022	+22,018	ADD
240	RWA WEALTH PARTNERS, LLC	$28.7M	126,930	−2,672	TRIM
241	Sequoia Financial Advisors, LLC	$28.3M	125,089	+84,745	ADD
242	Swiss Life Asset Management Ltd	$28.2M	124,789	+26,234	ADD
243	HOWE & RUSLING INC	$27.7M	122,424	+2,635	ADD
244	BAHL & GAYNOR INC	$27.1M	120,017	−4,489	TRIM
245	BROWN ADVISORY INC	$27.1M	119,984	+36,469	ADD
246	Cannell & Spears LLC	$27.0M	119,507	+668	ADD
247	PINNACLE ASSOCIATES LTD	$27.0M	119,267	−558	TRIM
248	Vontobel Holding Ltd.	$26.7M	118,152	−45,589	TRIM
249	SCHRODER INVESTMENT MANAGEMENT GROUP	$26.5M	118,368	+20,485	ADD
250	Allianz Asset Management GmbH	$26.4M	116,609	−33,290	TRIM
251	Aquatic Capital Management LLC	$26.3M	116,352	+116,352	NEW
252	Waverly Advisors, LLC	$26.3M	116,144	+9,281	ADD
253	MERCER GLOBAL ADVISORS INC /ADV	$26.2M	116,056	+22,556	ADD
254	UMB Bank, n.a.	$25.7M	113,918	−1,135	TRIM
255	Silvant Capital Management LLC	$25.7M	113,795	+318	ADD
256	Pinnacle Financial Partners, Inc.	$25.6M	113,123	+14,348	ADD
257	SUMMITRY LLC	$25.2M	111,395	+111,395	NEW
258	USS Investment Management Ltd	$25.0M	110,661	+1,456	ADD
259	GREENLEAF TRUST	$24.9M	110,361	+1,905	ADD
260	Pathstone Holdings, LLC	$24.3M	107,719	+648	ADD
261	XPONANCE LLC	$24.0M	106,202	+15,436	ADD
262	Stillwater Capital Advisors, LLC	$23.6M	104,564	+104,564	NEW
263	MANAGED ASSET PORTFOLIOS, LLC	$23.5M	103,844	+3,162	ADD
264	Utah Retirement Systems	$23.4M	103,354	−1,716	TRIM
265	HM PAYSON & CO	$23.2M	102,628	−16,661	TRIM
266	CORDA Investment Management, LLC.	$22.7M	100,556	−1,821	TRIM
267	St. James Investment Company, LLC	$22.7M	100,505	+3,962	ADD
268	NORTHEAST INVESTMENT MANAGEMENT	$22.5M	99,740	−5,212	TRIM
269	Chesley Taft & Associates LLC	$22.4M	99,097	−548	TRIM
270	Connor, Clark & Lunn Investment Management Ltd.	$21.7M	95,826	+36,394	ADD
271	Lido Advisors, LLC	$21.6M	95,467	−18,342	TRIM
272	Talbot Financial, LLC	$21.3M	94,286	+984	ADD
273	HB Wealth Management, LLC	$21.0M	92,990	+1,724	ADD
274	DAVENPORT & Co LLC	$21.0M	92,759	−836	TRIM
275	Rafferty Asset Management, LLC	$21.0M	92,747	−25,416	TRIM
276	Badgley Phelps Wealth Managers, LLC	$20.8M	92,141	−398	TRIM
277	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$20.8M	91,890	−2,549	TRIM
278	CENTRAL TRUST Co	$20.7M	91,717	−439	TRIM
279	ARS Wealth Advisors Group, LLC	$20.6M	91,237	+4,211	ADD
280	CITIZENS FINANCIAL GROUP INC/RI	$20.5M	90,777	−4,448	TRIM
281	BRADLEY FOSTER & SARGENT INC/CT	$20.4M	90,220	−1,372	TRIM
282	1ST SOURCE BANK	$20.2M	89,215	−515	TRIM
283	Wealthfront Advisers LLC	$20.1M	89,071	+12,654	ADD
284	Vanguard Personalized Indexing Management, LLC	$20.1M	88,906	+7,007	ADD
285	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.9M	88,222	+1,140	ADD
286	Janus Henderson Group Ltd.	$19.9M	88,079	−16,285	TRIM
287	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$19.8M	87,505	−25,156	TRIM
288	Beacon Pointe Advisors, LLC	$19.5M	86,107	+28,359	ADD
289	&PARTNERS	$19.5M	87,654	+5,259	ADD
290	COBALT CAPITAL MANAGEMENT, INC.	$19.2M	85,000	+85,000	NEW
291	Quadrature Capital Ltd	$19.2M	84,814	+84,814	NEW
292	NAN FUNG TRINITY (HK) Ltd	$19.0M	83,900	0	NO CHANGE
293	NS Partners Ltd	$18.9M	83,687	−1,615	TRIM
294	BECKER CAPITAL MANAGEMENT INC	$18.9M	83,579	+4,710	ADD
295	Wallington Asset Management, LLC	$18.9M	83,502	−3,082	TRIM
296	Wilmington Savings Fund Society, FSB	$18.7M	82,737	−4,267	TRIM
297	FACTORY MUTUAL INSURANCE CO	$18.6M	82,400	+1,950	ADD
298	FIRST NATIONAL TRUST CO	$18.6M	82,083	+3,393	ADD
299	OPPENHEIMER ASSET MANAGEMENT INC.	$18.5M	81,664	+29,862	ADD
300	CWM, LLC	$18.2M	80,374	+28,254	ADD
301	EXENCIAL WEALTH ADVISORS, LLC	$18.1M	80,255	−956	TRIM
302	BEACON INVESTMENT ADVISORY SERVICES, INC.	$18.0M	79,846	−1,181	TRIM
303	QRG CAPITAL MANAGEMENT, INC.	$17.8M	78,686	+10,784	ADD
304	EAGLE GLOBAL ADVISORS LLC	$17.7M	78,251	−450	TRIM
305	Private Advisor Group, LLC	$17.6M	77,816	+281	ADD
306	TUDOR INVESTMENT CORP ET AL	$17.6M	77,649	−239,730	TRIM
307	Steward Partners Investment Advisory, LLC	$17.3M	76,728	+2,661	ADD
308	Tidal Investments LLC	$16.8M	74,534	+35,165	ADD
309	Aptus Capital Advisors, LLC	$16.8M	74,289	−16,728	TRIM
310	SHELTON CAPITAL MANAGEMENT	$16.7M	73,894	−2,285	TRIM
311	IFM Investors Pty Ltd	$16.6M	73,618	+1,534	ADD
312	Empowered Funds, LLC	$16.6M	73,323	+73,323	NEW
313	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$16.4M	72,665	0	NO CHANGE
314	OPPENHEIMER & CO INC	$16.4M	72,628	+1,480	ADD
315	NorthCrest Asset Manangement, LLC	$16.2M	70,457	−24,906	TRIM
316	MML INVESTORS SERVICES, LLC	$16.1M	71,088	−63,066	TRIM
317	XTX Topco Ltd	$16.0M	70,679	+58,175	ADD
318	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.9M	70,482	+70,482	NEW
319	Norinchukin Bank, The	$15.9M	70,413	+1,021	ADD
320	F/m Investments LLC	$15.9M	70,279	−5,599	TRIM
321	Foyston, Gordon & Payne Inc	$15.7M	69,473	+69,473	NEW
322	Equitable Holdings, Inc.	$15.4M	75,720	+22,592	ADD
323	Bragg Financial Advisors, Inc	$15.4M	67,935	+1,408	ADD
324	Coastal Bridge Advisors, LLC	$15.3M	67,513	−76	TRIM
325	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.2M	67,405	−650	TRIM
326	PITTENGER & ANDERSON INC	$15.2M	67,195	+78	ADD
327	YOUSIF CAPITAL MANAGEMENT, LLC	$15.2M	67,033	−2,051	TRIM
328	Atlantic Union Bankshares Corp	$15.1M	66,664	+7,791	ADD
329	Merit Financial Group, LLC	$15.0M	66,453	+4,384	ADD
330	D.A. DAVIDSON & CO.	$14.9M	66,073	+2,160	ADD
331	Banco Santander, S.A.	$14.9M	65,760	−96,725	TRIM
332	ANCHOR CAPITAL ADVISORS LLC	$14.8M	65,440	+2,150	ADD
333	Orion Porfolio Solutions, LLC	$14.7M	65,243	+15,175	ADD
334	REGIONS FINANCIAL CORP	$14.5M	64,117	−4,369	TRIM
335	Candriam S.C.A.	$14.4M	63,831	−1,210	TRIM
336	NLB Skladi, upravljanje premozenja, d.o.o.	$14.3M	63,211	+20,002	ADD
337	Covea Finance	$14.2M	62,798	0	NO CHANGE
338	Running Oak Capital LLC	$14.1M	62,236	−9,059	TRIM
339	WATERS PARKERSON & CO., LLC	$14.0M	62,097	−2,730	TRIM
340	Annex Advisory Services, LLC	$13.9M	61,433	+2,244	ADD
341	Violich Capital Management, Inc.	$13.8M	61,236	−300	TRIM
342	Phraction Management LLC	$13.8M	61,008	+84	ADD
343	Stockman Wealth Management, Inc.	$13.7M	60,571	+3,215	ADD
344	Haverford Financial Services, Inc.	$13.7M	60,458	−137	TRIM
345	PARSONS CAPITAL MANAGEMENT INC/RI	$13.6M	60,144	+4,811	ADD
346	GREAT VALLEY ADVISOR GROUP, INC.	$13.5M	59,661	+12,162	ADD
347	GRIFFIN ASSET MANAGEMENT, INC.	$13.3M	58,776	+8,924	ADD
348	Danica Pension, Livsforsikringsaktieselskab	$13.2M	58,371	+58,371	NEW
349	ALBION FINANCIAL GROUP /UT	$13.2M	58,239	+444	ADD
350	ASSOCIATED BANC-CORP	$13.1M	58,113	+26,417	ADD
351	FIDUCIARY TRUST CO	$13.0M	57,506	−1,219	TRIM
352	Woodline Partners LP	$13.0M	57,459	−7,917	TRIM
353	Concurrent Investment Advisors, LLC	$12.9M	57,288	+575	ADD
354	Investment Management Corp of Ontario	$12.8M	56,820	−17,179	TRIM
355	NOVARE CAPITAL MANAGEMENT LLC	$12.6M	55,702	−2,288	TRIM
356	Edge Wealth Management LLC	$12.4M	54,940	+52	ADD
357	Leo Wealth, LLC	$12.4M	54,660	+13,454	ADD
358	Vident Advisory, LLC	$12.3M	54,532	+31,986	ADD
359	Apollon Wealth Management, LLC	$12.3M	54,264	+1,402	ADD
360	Federation des caisses Desjardins du Quebec	$12.2M	54,162	+19,270	ADD
361	Elo Mutual Pension Insurance Co	$12.2M	54,012	+258	ADD
362	Arvest Bank Trust Division	$12.0M	53,103	−739	TRIM
363	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.9M	52,500	0	NO CHANGE
364	Allen Investment Management, LLC	$11.8M	34,523	+30,244	ADD
365	Bank Pictet & Cie (Europe) AG	$11.7M	51,978	−6,022	TRIM
366	TOMPKINS FINANCIAL CORP	$11.7M	51,683	−432	TRIM
367	Atria Investments, Inc	$11.6M	51,480	+1,508	ADD
368	1832 Asset Management L.P.	$11.6M	51,274	+253	ADD
369	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$11.6M	51,204	+51,204	NEW
370	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$11.5M	51,080	−1,000	TRIM
371	PROFUND ADVISORS LLC	$11.5M	50,783	−8,998	TRIM
372	SAYBROOK CAPITAL /NC	$11.4M	50,530	−124	TRIM
373	LaFleur & Godfrey LLC	$11.4M	50,509	−1,446	TRIM
374	MARCO INVESTMENT MANAGEMENT LLC	$11.4M	50,338	−502	TRIM
375	MidFirst Bank	$11.3M	50,030	+1,892	ADD
376	FARMERS & MERCHANTS INVESTMENTS INC	$11.2M	49,696	−466	TRIM
377	Telos Capital Management, Inc.	$10.9M	48,383	+4,680	ADD
378	Headlands Technologies LLC	$10.9M	48,109	+48,109	NEW
379	CRAWFORD INVESTMENT COUNSEL INC	$10.9M	48,103	−14,274	TRIM
380	Cornerstone Wealth Group, LLC	$10.7M	48,342	+21,014	ADD
381	Empire Financial Management Company, LLC	$10.7M	47,447	+17,580	ADD
382	Great Lakes Retirement, Inc.	$10.7M	47,316	+963	ADD
383	Snowden Capital Advisors LLC	$10.4M	46,021	−843	TRIM
384	Mesirow Financial Investment Management, Inc.	$10.4M	45,809	+15,054	ADD
385	BLI - Banque de Luxembourg Investments	$10.3M	53,274	+53,274	NEW
386	Point72 Asset Management, L.P.	$10.2M	45,050	+45,050	NEW
387	Live Oak Private Wealth LLC	$10.2M	45,034	+135	ADD
388	WHITENER CAPITAL MANAGEMENT, INC.	$10.2M	44,972	−664	TRIM
389	BAXTER BROS INC	$10.1M	44,625	+316	ADD
390	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.1M	44,533	−1,666	TRIM
391	Dorsey & Whitney Trust CO LLC	$9.9M	43,964	−1,782	TRIM
392	Perennial Advisors, LLC	$9.9M	43,870	−1,494	TRIM
393	OMERS ADMINISTRATION Corp	$9.8M	43,507	+19,037	ADD
394	SIH Partners, LLLP	$9.8M	43,383	+43,383	NEW
395	Advisors Asset Management, Inc.	$9.7M	42,874	+6,562	ADD
396	FLPUTNAM INVESTMENT MANAGEMENT CO	$9.7M	42,801	+1,224	ADD
397	SALEM INVESTMENT COUNSELORS INC	$9.7M	42,709	−787	TRIM
398	Aristotle Atlantic Partners, LLC	$9.4M	41,494	−724	TRIM
399	NewEdge Wealth, LLC	$9.4M	41,477	+13,420	ADD
400	Vestmark Advisory Solutions, Inc.	$9.3M	41,201	+9,237	ADD
401	SteelPeak Wealth, LLC	$9.3M	40,925	+38,279	ADD
402	Crossmark Global Holdings, Inc.	$9.2M	40,780	—	NO PRIOR
403	Two Point Capital Management, Inc.	$9.2M	40,758	−642	TRIM
404	Ameritas Investment Partners, Inc.	$9.2M	40,752	−125	TRIM
405	Clearstead Advisors, LLC	$9.2M	40,733	+11,147	ADD
406	Cohen Klingenstein LLC	$9.2M	40,631	0	NO CHANGE
407	Geneos Wealth Management Inc.	$9.1M	40,447	−2,245	TRIM
408	McGuire Investment Group, LLC	$9.1M	40,310	+9	ADD
409	Morningstar Investment Management LLC	$9.0M	39,968	−7,943	TRIM
410	Ledyard National Bank	$9.0M	39,859	−929	TRIM
411	BENJAMIN EDWARDS INC	$8.9M	39,377	+6,780	ADD
412	Fideuram Asset Management (Ireland) dac	$8.7M	35,275	−7,098	TRIM
413	MIZUHO SECURITIES USA LLC	$8.7M	38,382	−7,846	TRIM
414	TEMA ETFS LLC	$8.6M	38,235	+2,763	ADD
415	Canada Post Corp Registered Pension Plan	$8.6M	38,078	+6,649	ADD
416	PATTEN & PATTEN INC/TN	$8.6M	37,924	−210	TRIM
417	AE Wealth Management LLC	$8.5M	37,805	+4,592	ADD
418	Vision Capital Management, Inc.	$8.5M	37,590	+158	ADD
419	Stenham Asset Management Ltd	$8.5M	37,441	0	NO CHANGE
420	Stokes Capital Advisors, LLC	$8.4M	37,344	−5,884	TRIM
421	B & T Capital Management DBA Alpha Capital Management	$8.4M	37,249	+221	ADD
422	BANQUE PICTET & CIE SA	$8.4M	37,069	−18,145	TRIM
423	Palmer Knight Co	$8.4M	36,968	+1,636	ADD
424	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$8.3M	36,712	+2,262	ADD
425	Robeco Institutional Asset Management B.V.	$8.3M	36,679	+85	ADD
426	Marks Group Wealth Management, Inc	$8.3M	36,629	−4,065	TRIM
427	Freestone Capital Holdings, LLC	$8.2M	36,362	−1,810	TRIM
428	CAISSE DES DEPOTS ET CONSIGNATIONS	$8.1M	35,793	−445	TRIM
429	STRATEGY ASSET MANAGERS LLC	$8.1M	35,732	−243	TRIM
430	Composition Wealth, LLC	$8.1M	95,166	+2,189	ADD
431	PETTYJOHN, WOOD & WHITE, INC	$8.0M	35,404	−46	TRIM
432	COLDSTREAM CAPITAL MANAGEMENT INC	$8.0M	35,361	+2,382	ADD
433	Tiptree Advisors, LLC	$7.9M	35,000	+35,000	NEW
434	Mediolanum International Funds Ltd	$7.8M	34,941	−46,123	TRIM
435	Ironvine Capital Partners, LLC	$7.7M	34,261	−85	TRIM
436	JANE STREET GROUP, LLC	$7.7M	34,223	−156,134	TRIM
437	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$7.6M	33,797	−25,121	TRIM
438	Codex Capital Asset Management L.L.C.	$7.6M	33,650	+33,650	NEW
439	Linscomb Wealth, Inc.	$7.6M	33,524	−8,592	TRIM
440	Sand Hill Global Advisors, LLC	$7.6M	33,403	−510	TRIM
441	NWAM LLC	$7.5M	33,402	+2,285	ADD
442	DAYMARK WEALTH PARTNERS, LLC	$7.5M	33,359	+2,322	ADD
443	CHOREO, LLC	$7.4M	32,920	+2,176	ADD
444	Bleakley Financial Group, LLC	$7.4M	32,767	−1,762	TRIM
445	First Nebraska Trust Co	$7.4M	32,527	—	NO PRIOR
446	Lombard Odier Asset Management (Switzerland) SA	$7.3M	32,464	−3,354	TRIM
447	Generali Asset Management SPA SGR	$7.3M	32,124	+2,668	ADD
448	GERMAN AMERICAN BANCORP, INC.	$7.3M	32,098	+174	ADD
449	SAVA PENZISKO DRUSHTVO A.D. SKOPJE	$7.2M	32,058	0	NO CHANGE
450	Maryland State Retirement & Pension System	$7.2M	32,055	+310	ADD
451	BRASADA CAPITAL MANAGEMENT, LP	$7.2M	31,711	+31,711	NEW
452	DLK Investment Management, LLC	$7.2M	31,905	−98	TRIM
453	STEPHENS INC /AR/	$7.2M	31,698	+1,099	ADD
454	Quintet Private Bank (Europe) S.A.	$7.1M	31,534	−1,286	TRIM
455	SIR Capital Management, L.P.	$7.1M	31,444	+31,444	NEW
456	W.G. Shaheen & Associates DBA Whitney & Co	$7.1M	31,305	+1,292	ADD
457	Advisory Resource Group	$7.0M	31,170	+3,357	ADD
458	Tradewinds, LLC.	$6.9M	32,589	−2,105	TRIM
459	SFMG, LLC	$6.9M	30,618	+52	ADD
460	ADELL HARRIMAN & CARPENTER INC	$6.9M	30,585	−1,096	TRIM
461	Tower Research Capital LLC (TRC)	$6.9M	30,564	−32,810	TRIM
462	Nexus Investment Management ULC	$6.9M	30,474	0	NO CHANGE
463	NICHOLAS COMPANY, INC.	$6.9M	30,405	+30,405	NEW
464	Stratos Wealth Partners, LTD.	$6.9M	30,369	−299	TRIM
465	Hudson Bay Capital Management LP	$6.8M	30,002	−605,076	TRIM
466	ELEVATION POINT WEALTH PARTNERS, LLC	$6.7M	29,811	+17,150	ADD
467	Fiduciary Group, LLC	$6.7M	29,461	+21	ADD
468	Sigma Planning Corp	$6.6M	29,391	−2,365	TRIM
469	JOHN G ULLMAN & ASSOCIATES INC	$6.6M	29,360	−225	TRIM
470	Blue Trust, Inc.	$6.5M	28,887	−2,646	TRIM
471	Kingsview Wealth Management, LLC	$6.5M	28,758	+2,235	ADD
472	Hilton Capital Management, LLC	$6.5M	28,725	+28,725	NEW
473	CHELSEA COUNSEL CO	$6.4M	28,425	−3,200	TRIM
474	AXXCESS WEALTH MANAGEMENT, LLC	$6.4M	28,415	−4,588	TRIM
475	NBT BANK, N.A.	$6.3M	27,852	−611	TRIM
476	Dakota Wealth Management	$6.3M	27,779	−3,434	TRIM
477	HAMEL ASSOCIATES, INC.	$6.3M	27,695	+81	ADD
478	New Age Alpha Advisors, LLC	$6.3M	27,655	−3,238	TRIM
479	Banque Cantonale Vaudoise	$6.2M	27,541	+1,718	ADD
480	Bouvel Investment Partners, LLC	$6.2M	27,528	+9,023	ADD
481	World Investment Advisors	$6.2M	27,528	−2,761	TRIM
482	Pathway Financial Advisors LLC	$6.2M	27,117	0	NO CHANGE
483	NEEDHAM INVESTMENT MANAGEMENT LLC	$6.2M	27,500	0	NO CHANGE
484	LEAVELL INVESTMENT MANAGEMENT, INC.	$6.2M	27,474	−99	TRIM
485	SEARLE & CO.	$6.2M	27,460	+78	ADD
486	Savant Capital, LLC	$6.2M	27,387	+3,086	ADD
487	Hixon Zuercher, LLC	$6.1M	27,166	+96	ADD
488	Envestnet Portfolio Solutions, Inc.	$6.1M	26,862	−24,081	TRIM
489	Metis Global Partners, LLC	$6.0M	26,736	−3,244	TRIM
490	HANCOCK WHITNEY CORP	$6.0M	27,229	+400	ADD
491	Signet Investment Advisory Group, Inc.	$6.0M	26,502	+290	ADD
492	BTC Capital Management, Inc.	$6.0M	26,403	+148	ADD
493	INTECH INVESTMENT MANAGEMENT LLC	$5.9M	26,250	−23,143	TRIM
494	INTACT INVESTMENT MANAGEMENT INC.	$5.9M	26,100	−7,900	TRIM
495	LYNCH & ASSOCIATES/IN	$5.9M	26,075	−570	TRIM
496	Ballentine Partners, LLC	$5.9M	25,900	+2,790	ADD
497	IMC-Chicago, LLC	$5.8M	25,858	−18,900	TRIM
498	AG2R LA MONDIALE GESTION D'ACTIFS	$5.8M	25,734	+142	ADD
499	Greystone Financial Group, LLC	$5.8M	25,656	−16,995	TRIM
500	Grantham, Mayo, Van Otterloo & Co. LLC	$5.8M	25,656	−39,722	TRIM

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

Congress ↔ notable managers · HON

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Dan Newhouse R–WA-4, Julie Johnson D–TX-32 $3K–$45K
Sellers: 4 Tommy Tuberville R–AL, Alan Armstrong R–OK, Julie Johnson D–TX-32, Kevin Hern R–OK-1 $96K–$265K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Soros Fund Management, Gotham Asset Management $110M held
Trimming: 3 Tudor Investment Corp, Bridgewater Associates, Caxton Associates $17.6M held

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

Merged timeline of congressional filings and notable-manager moves on HON
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$50K–$100K
2026-07-17	Dan Newhouse Congress	BUY	$1K–$15K
2026-05-15	Soros Fund Management 13F	ADD	+286,997 sh
2026-05-15	Gotham Asset Management 13F	ADD	+19,318 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−239,730 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−54,816 sh
2026-05-14	Caxton Associates 13F	EXIT	−146,406 sh

13 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

49 members of Congress disclosed HON — 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).