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 ↗

INTERNATIONAL BUSINESS MACHS · COM · quarter ended 2026-03-31 · 52 members disclosed IBM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,633 holders are listed, largest first: 2,633
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $132B
holders whose share count rose or who opened the position (new + add), by shares: 1,286
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 365

Holders — quarter ended 2026-03-31

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

13F holders of IBM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$18.8B	77,565,953	−307,619	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$14.7B	60,845,605	—	NO PRIOR
3	STATE STREET CORP	$13.2B	54,594,493	−401,800	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.7B	27,660,866	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$5.6B	23,076,329	+471,246	ADD
6	MORGAN STANLEY	$4.8B	19,630,951	+4,771,145	ADD
7	JPMORGAN CHASE & CO	$4.4B	18,544,694	+18,544,694	NEW
8	Capital World Investors	$4.1B	17,062,453	−4,959,459	TRIM
9	BANK OF AMERICA CORP /DE/	$3.9B	16,063,653	+1,049,602	ADD
10	NORTHERN TRUST CORP	$2.5B	10,304,788	+172,612	ADD
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8B	7,568,124	+302,374	ADD
12	Bank of New York Mellon Corp	$1.7B	7,170,703	−22,236	TRIM
13	Legal & General Group Plc	$1.7B	6,914,053	−187,442	TRIM
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.6B	6,739,996	+156,699	ADD
15	VANGUARD FIDUCIARY TRUST CO	$1.3B	5,263,555	—	NO PRIOR
16	FMR LLC	$1.3B	5,245,690	−1,407,234	TRIM
17	DIMENSIONAL FUND ADVISORS LP	$1.2B	5,137,288	+100,649	ADD
18	AMERIPRISE FINANCIAL INC	$1.2B	4,774,984	−796,056	TRIM
19	Amundi	$1.2B	4,771,223	+258,758	ADD
20	WELLS FARGO & COMPANY/MN	$1.1B	4,528,589	−189,146	TRIM
21	Invesco Ltd.	$1.0B	4,190,144	+541,840	ADD
22	UBS Group AG	$954M	3,937,027	+205,028	ADD
23	ROYAL BANK OF CANADA	$952M	3,929,554	+3,929,554	NEW
24	DEUTSCHE BANK AG\	$864M	3,563,135	−356,358	TRIM
25	Nuveen, LLC	$814M	3,358,516	+241,343	ADD
26	FIRST TRUST ADVISORS LP	$807M	3,330,537	+1,117,210	ADD
27	FRANKLIN RESOURCES INC	$771M	3,180,039	+1,027,611	ADD
28	VICTORY CAPITAL MANAGEMENT INC	$731M	3,017,348	−1,565,470	TRIM
29	Swiss National Bank	$665M	2,743,260	+190,640	ADD
30	RAYMOND JAMES FINANCIAL INC	$662M	2,739,003	−81,491	TRIM
31	STIFEL FINANCIAL CORP	$649M	2,677,248	−50,010	TRIM
32	Capital Wealth Planning, LLC	$642M	2,649,879	+205,828	ADD
33	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$601M	2,478,266	−410,545	TRIM
34	Sumitomo Mitsui Trust Group, Inc.	$569M	2,348,360	−91,570	TRIM
35	BARCLAYS PLC	$567M	2,341,254	−425,594	TRIM
36	National Pension Service	$554M	2,285,117	+2,285,117	NEW
37	Mitsubishi UFJ Asset Management Co., Ltd.	$546M	2,250,893	+147,340	ADD
38	HSBC HOLDINGS PLC	$511M	2,108,392	−2,161,812	TRIM
39	Vanguard Global Advisers, LLC	$494M	2,039,755	—	NO PRIOR
40	LPL Financial LLC	$484M	1,995,991	−12,942	TRIM
41	AQR CAPITAL MANAGEMENT LLC	$456M	1,888,342	+1,031,565	ADD
42	CITIGROUP INC	$452M	1,865,594	−307,478	TRIM
43	ALLIANCEBERNSTEIN L.P.	$437M	1,473,999	−18,839	TRIM
44	VANGUARD ASSET MANAGEMENT, Ltd	$425M	1,754,192	—	NO PRIOR
45	CANADA PENSION PLAN INVESTMENT BOARD	$387M	1,595,760	+368,827	ADD
46	HighTower Advisors, LLC	$326M	1,343,133	−76,280	TRIM
47	VOYA INVESTMENT MANAGEMENT LLC	$318M	1,311,688	+345,022	ADD
48	BANK OF MONTREAL /CAN/	$310M	1,278,963	−13,638	TRIM
49	Bank Julius Baer & Co. Ltd, Zurich	$296M	1,225,059	−419,256	TRIM
50	Aberdeen Group plc	$280M	1,156,981	+23,533	ADD
51	NEW YORK STATE COMMON RETIREMENT FUND	$278M	1,147,931	+6,200	ADD
52	London & Capital Asset Management Ltd	$270M	1,115,102	−36,127	TRIM
53	PRINCIPAL FINANCIAL GROUP INC	$258M	1,065,505	−7,366	TRIM
54	ENVESTNET ASSET MANAGEMENT INC	$257M	1,060,150	+1,060,150	NEW
55	ADAGE CAPITAL PARTNERS GP, L.L.C.	$227M	937,390	+53,500	ADD
56	Swedbank AB	$216M	889,975	−61,108	TRIM
57	SCHRODER INVESTMENT MANAGEMENT GROUP	$213M	879,304	+46,987	ADD
58	ProShare Advisors LLC	$209M	863,360	−39,941	TRIM
59	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$209M	860,846	+24,047	ADD
60	MACKENZIE FINANCIAL CORP	$207M	853,976	−203,759	TRIM
61	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$198M	815,381	−8,022	TRIM
62	CIBC Bancorp USA Inc.	$190M	783,802	—	NO PRIOR
63	Universal- Beteiligungs- und Servicegesellschaft mbH	$185M	771,059	+18,391	ADD
64	Pictet Asset Management Holding SA	$184M	761,177	+120,687	ADD
65	TD ASSET MANAGEMENT INC	$171M	705,544	+24,164	ADD
66	Retirement Systems of Alabama	$162M	669,096	−353	TRIM
67	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$161M	663,625	−7,976	TRIM
68	ING GROEP NV	$159M	656,757	+326,722	ADD
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$155M	640,935	−27,117	TRIM
70	JENNISON ASSOCIATES LLC	$154M	636,258	+73,252	ADD
71	TRUIST FINANCIAL CORP	$154M	635,205	−276,921	TRIM
72	PRUDENTIAL FINANCIAL INC	$153M	629,587	+49,489	ADD
73	Rockefeller Capital Management L.P.	$150M	618,901	+54,713	ADD
74	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$149M	614,710	+305,759	ADD
75	COMMONWEALTH EQUITY SERVICES, LLC	$146M	602,126	−15,779	TRIM
76	PFA Pension, Forsikringsaktieselskab	$142M	585,004	+585,004	NEW
77	Korea Investment CORP	$141M	580,421	−6,547	TRIM
78	BNP Paribas Asset Management Holding S.A.	$140M	578,580	−258,957	TRIM
79	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$136M	617,749	−188,812	TRIM
80	Mariner, LLC	$133M	550,311	+35,274	ADD
81	Allianz Asset Management GmbH	$132M	544,314	+376,172	ADD
82	Asset Management One Co., Ltd.	$131M	538,958	−6,266	TRIM
83	CREDIT AGRICOLE S A	$128M	528,730	+305,177	ADD
84	BLAIR WILLIAM & CO/IL	$126M	518,457	+47,010	ADD
85	US BANCORP \DE\	$125M	516,138	−24,390	TRIM
86	Advisors Capital Management, LLC	$124M	511,252	+152,259	ADD
87	STATE OF WISCONSIN INVESTMENT BOARD	$123M	506,576	+17,235	ADD
88	AMERICAN CENTURY COMPANIES INC	$122M	502,704	−47,631	TRIM
89	NOMURA ASSET MANAGEMENT CO LTD	$121M	498,065	+15,575	ADD
90	Creative Planning	$121M	497,961	+14,934	ADD
91	Epoch Investment Partners, Inc.	$121M	497,613	−1,709	TRIM
92	Corient Private Wealth LLC	$121M	504,225	−1,904,789	TRIM
93	Cetera Investment Advisers	$117M	482,924	+508	ADD
94	Chevy Chase Trust Holdings, LLC	$116M	479,099	−14,199	TRIM
95	Robeco Institutional Asset Management B.V.	$116M	476,911	−111,037	TRIM
96	Cerity Partners LLC	$112M	460,315	+84,679	ADD
97	D. E. Shaw & Co., Inc.	$107M	440,533	+195,479	ADD
98	Swiss Life Asset Management Ltd	$107M	456,810	+28,277	ADD
99	SEI INVESTMENTS CO	$107M	440,109	+60,020	ADD
100	ROYAL LONDON ASSET MANAGEMENT LTD	$107M	440,018	+1,712	ADD
101	FIFTH THIRD BANCORP	$106M	438,597	+281,475	ADD
102	Vanguard Investments Australia, Ltd.	$106M	436,945	—	NO PRIOR
103	OSAIC HOLDINGS, INC.	$101M	419,895	−1,229	TRIM
104	Eurizon Capital SGR S.p.A.	$97.7M	403,833	+23,241	ADD
105	TEACHER RETIREMENT SYSTEM OF TEXAS	$96.6M	398,350	+86,091	ADD
106	Focus Partners Wealth	$95.4M	393,507	−22,057	TRIM
107	Altshuler Shaham Ltd	$95.3M	393,030	−156,086	TRIM
108	NATIONAL BANK OF CANADA /FI/	$95.2M	392,839	−341,140	TRIM
109	Ensign Peak Advisors, Inc	$93.4M	385,147	−34,242	TRIM
110	Skandinaviska Enskilda Banken AB (publ)	$93.3M	385,100	−44,244	TRIM
111	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$92.6M	382,078	−821	TRIM
112	M&T BANK CORP	$92.1M	379,893	−12,959	TRIM
113	Sumitomo Mitsui DS Asset Management Company, Ltd	$91.9M	379,022	+9,186	ADD
114	Baird Financial Group, Inc.	$89.3M	368,617	+368,617	NEW
115	CITADEL ADVISORS LLC	$89.0M	367,164	+113,359	ADD
116	ZACKS INVESTMENT MANAGEMENT	$88.9M	366,786	−4,130	TRIM
117	Unisphere Establishment	$88.5M	365,000	−55,000	TRIM
118	Quantinno Capital Management LP	$87.3M	360,342	+68,122	ADD
119	Clark Capital Management Group, Inc.	$86.5M	356,727	+116,090	ADD
120	MEYER HANDELMAN CO	$85.9M	354,489	+966	ADD
121	TCTC Holdings, LLC	$85.7M	353,583	−81	TRIM
122	Zurcher Kantonalbank (Zurich Cantonalbank)	$85.2M	351,413	+351,413	NEW
123	Woodline Partners LP	$82.6M	340,845	−35,867	TRIM
124	Connor, Clark & Lunn Investment Management Ltd.	$79.6M	328,255	+228,729	ADD
125	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$79.3M	327,241	+122,120	ADD
126	Resona Asset Management Co.,Ltd.	$77.8M	322,395	+6,289	ADD
127	State of New Jersey Common Pension Fund D	$77.4M	319,452	+907	ADD
128	CWM, LLC	$75.5M	311,283	+90,714	ADD
129	Janus Henderson Group Ltd.	$73.4M	302,610	−9,634	TRIM
130	Vest Financial, LLC	$72.9M	300,847	+41,272	ADD
131	Lansforsakringar Fondforvaltning AB (publ)	$72.5M	299,251	−296	TRIM
132	TORONTO DOMINION BANK	$71.8M	296,156	−252,482	TRIM
133	Welch Group, LLC	$71.5M	294,802	+294,802	NEW
134	Allspring Global Investments Holdings, LLC	$71.0M	292,200	−53,665	TRIM
135	MERCER GLOBAL ADVISORS INC /ADV	$69.7M	287,639	+20,910	ADD
136	Zurich Insurance Group Ltd/FI	$69.6M	287,192	−156,430	TRIM
137	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$68.3M	281,773	−281,533	TRIM
138	BROWN ADVISORY INC	$67.9M	279,947	+6,336	ADD
139	Birch Hill Investment Advisors LLC	$67.7M	279,374	−3,027	TRIM
140	Tredje AP-fonden	$66.0M	272,324	+230,858	ADD
141	AE Wealth Management LLC	$65.4M	269,856	+158,241	ADD
142	WELLINGTON MANAGEMENT GROUP LLP	$64.5M	265,998	−14,372	TRIM
143	Sanctuary Advisors, LLC	$64.1M	264,484	−4,251	TRIM
144	CIBC WORLD MARKET INC.	$63.8M	263,246	+9,575	ADD
145	SEB Asset Management AB	$63.7M	262,637	—	NO PRIOR
146	CIBC Asset Management Inc	$63.5M	261,969	+4,834	ADD
147	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$63.5M	260,190	−5,778	TRIM
148	Arizona State Retirement System	$62.1M	256,101	−6,831	TRIM
149	Czech National Bank	$61.7M	254,571	+8,096	ADD
150	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$60.6M	250,184	−6,276	TRIM
151	CAPITAL ADVISORS INC/OK	$60.3M	248,779	+19,254	ADD
152	&PARTNERS	$59.8M	246,666	+246,666	NEW
153	Daiwa Securities Group Inc.	$59.4M	244,993	+8,729	ADD
154	STATE OF MICHIGAN RETIREMENT SYSTEM	$59.2M	244,140	−600	TRIM
155	Kestra Advisory Services, LLC	$57.8M	238,449	+50,896	ADD
156	UniSuper Management Pty Ltd	$56.2M	231,773	+135	ADD
157	J. Safra Sarasin Holding AG	$56.1M	231,531	+1,625	ADD
158	KEYBANK NATIONAL ASSOCIATION/OH	$55.2M	227,802	−5,567	TRIM
159	Beacon Pointe Advisors, LLC	$54.9M	226,537	+22,608	ADD
160	NewEdge Wealth, LLC	$54.2M	223,490	+15,722	ADD
161	Vontobel Holding Ltd.	$54.1M	223,260	+38,207	ADD
162	Rafferty Asset Management, LLC	$54.1M	223,017	−74,908	TRIM
163	Mirae Asset Global Investments Co., Ltd.	$53.5M	220,729	+41,151	ADD
164	Squarepoint Ops LLC	$53.1M	219,247	+194,337	ADD
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$52.8M	217,740	+315	ADD
166	Assenagon Asset Management S.A.	$51.5M	212,421	+111,187	ADD
167	Sequoia Financial Advisors, LLC	$50.2M	206,926	+304	ADD
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$50.0M	206,082	+89,463	ADD
169	BANK OF NOVA SCOTIA	$49.9M	205,694	−85,368	TRIM
170	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$48.7M	201,119	+201,119	NEW
171	Tidal Investments LLC	$47.9M	197,475	+197,475	NEW
172	NewEdge Advisors, LLC	$47.5M	196,169	−183,086	TRIM
173	MML INVESTORS SERVICES, LLC	$46.3M	191,142	−34,163	TRIM
174	IFM Investors Pty Ltd	$45.5M	187,758	+7,291	ADD
175	Pinnacle Financial Partners, Inc.	$44.1M	182,097	+6,065	ADD
176	Americana Partners, LLC	$43.3M	178,783	+11,084	ADD
177	D.A. DAVIDSON & CO.	$43.1M	177,820	+177,820	NEW
178	XPONANCE LLC	$42.1M	173,582	+22,973	ADD
179	DAVENPORT & Co LLC	$41.7M	171,881	−6,428	TRIM
180	Private Advisor Group, LLC	$41.3M	170,209	−6,251	TRIM
181	PUBLIC SECTOR PENSION INVESTMENT BOARD	$40.5M	167,274	+28,635	ADD
182	Capital International, Inc./CA/	$40.2M	165,998	+254	ADD
183	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$39.8M	164,325	−1,603	TRIM
184	OP Asset Management Ltd	$39.6M	163,567	—	NO PRIOR
185	Man Group plc	$39.4M	162,675	+78,239	ADD
186	QRG CAPITAL MANAGEMENT, INC.	$39.3M	162,061	+162,061	NEW
187	OFI INVEST ASSET MANAGEMENT	$38.8M	183,341	+174,455	ADD
188	IMC-Chicago, LLC	$38.5M	158,879	−2,657	TRIM
189	Advisors Asset Management, Inc.	$38.4M	158,446	−5,579	TRIM
190	DONALDSON CAPITAL MANAGEMENT, LLC	$38.3M	157,859	−3,636	TRIM
191	Glenview Trust Co	$37.9M	156,217	−237	TRIM
192	CAPSTONE INVESTMENT ADVISORS, LLC	$36.8M	151,717	+147,526	ADD
193	USS Investment Management Ltd	$36.8M	151,718	+3,794	ADD
194	Utah Retirement Systems	$36.7M	151,271	−2,453	TRIM
195	PINNACLE ASSOCIATES LTD	$35.8M	147,678	+7,928	ADD
196	COMMERCE BANK	$35.4M	146,142	+9,165	ADD
197	CONNING INC.	$34.9M	144,138	+37,286	ADD
198	Minneapolis Portfolio Management Group, LLC	$34.4M	142,104	+41,709	ADD
199	Drexel Morgan & Co.	$33.9M	139,735	0	NO CHANGE
200	TODD ASSET MANAGEMENT LLC	$33.8M	139,597	−1,365	TRIM
201	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.6M	138,775	+1,580	ADD
202	Cresset Asset Management, LLC	$33.2M	137,138	+11,932	ADD
203	Rakuten Investment Management, Inc.	$32.9M	138,724	+15,896	ADD
204	FIRST MANHATTAN CO. LLC.	$32.9M	135,682	+26,896	ADD
205	Allworth Financial LP	$32.8M	135,211	−23,988	TRIM
206	NEOS Investment Management LLC	$32.6M	134,665	+6,354	ADD
207	Wealthfront Advisers LLC	$32.5M	134,147	+3,481	ADD
208	Empowered Funds, LLC	$32.1M	132,453	+132,453	NEW
209	Varma Mutual Pension Insurance Co	$32.1M	132,408	−7,000	TRIM
210	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$32.1M	132,308	+157	ADD
211	Steward Partners Investment Advisory, LLC	$32.1M	132,242	−18,537	TRIM
212	Qube Research & Technologies Ltd	$32.0M	132,196	−95,132	TRIM
213	YOUSIF CAPITAL MANAGEMENT, LLC	$31.8M	131,183	−8,688	TRIM
214	WESTWOOD HOLDINGS GROUP INC	$31.8M	131,168	+10,136	ADD
215	Crossmark Global Holdings, Inc.	$31.8M	131,062	—	NO PRIOR
216	MILLENNIUM MANAGEMENT LLC	$31.7M	130,710	−151,600	TRIM
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$31.2M	128,829	−36,472	TRIM
218	Ethic Inc.	$30.7M	126,485	+323	ADD
219	Vanguard Personalized Indexing Management, LLC	$30.5M	125,785	−6,243	TRIM
220	Calamos Advisors LLC	$30.0M	123,566	+8,240	ADD
221	Andra AP-fonden	$29.8M	122,900	+23,800	ADD
222	PRUDENTIAL PLC	$29.7M	122,467	+7,380	ADD
223	Railway Pension Investments Ltd	$29.5M	121,580	−30,120	TRIM
224	ASR Vermogensbeheer N.V.	$29.3M	120,828	+2,150	ADD
225	FEDERATED HERMES, INC.	$28.8M	119,011	−16,070	TRIM
226	Pathstone Holdings, LLC	$28.7M	118,559	+2,877	ADD
227	TD Waterhouse Canada Inc.	$28.7M	118,145	+22,684	ADD
228	CI INVESTMENTS INC.	$28.6M	118,132	+24,711	ADD
229	Van Hulzen Asset Management, LLC	$27.9M	115,282	+1,080	ADD
230	Curi Capital, LLC	$27.8M	114,864	+9,016	ADD
231	FUKOKU MUTUAL LIFE INSURANCE CO	$27.8M	114,682	−154	TRIM
232	ADAPT Investment Managers SA	$27.8M	114,525	+114,525	NEW
233	LGT Group Foundation	$27.8M	114,492	+9,238	ADD
234	Banco Santander, S.A.	$27.7M	114,111	−51,716	TRIM
235	Apollon Wealth Management, LLC	$27.5M	113,487	+22,169	ADD
236	INTECH INVESTMENT MANAGEMENT LLC	$27.3M	112,510	−34,407	TRIM
237	GUGGENHEIM CAPITAL LLC	$26.4M	108,871	−7,908	TRIM
238	DAYMARK WEALTH PARTNERS, LLC	$26.2M	108,213	−203	TRIM
239	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$25.9M	106,994	−58	TRIM
240	Walleye Capital LLC	$25.6M	105,777	+105,776	ADD
241	Kimelman & Baird, LLC	$25.6M	105,665	+746	ADD
242	Elo Mutual Pension Insurance Co	$25.2M	104,067	+12,302	ADD
243	GODSEY & GIBB, INC	$24.9M	102,747	−38	TRIM
244	Equitable Holdings, Inc.	$24.8M	88,097	+27,723	ADD
245	PARSONS CAPITAL MANAGEMENT INC/RI	$24.8M	102,218	+2,718	ADD
246	JUPITER ASSET MANAGEMENT LTD	$24.7M	101,996	+101,996	NEW
247	GATEWAY INVESTMENT ADVISERS LLC	$24.7M	101,961	+88,545	ADD
248	Lido Advisors, LLC	$24.7M	101,902	+2,689	ADD
249	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	100,842	+18,538	ADD
250	Palisade Asset Management, LLC	$24.2M	99,699	−378	TRIM
251	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$24.1M	99,240	−954	TRIM
252	HANCOCK WHITNEY CORP	$23.6M	97,548	+97,548	NEW
253	CULLINAN ASSOCIATES INC	$23.4M	96,645	−22,461	TRIM
254	EDMOND DE ROTHSCHILD HOLDING S.A.	$23.2M	95,765	+5,526	ADD
255	NORDEA INVESTMENT MANAGEMENT AB	$23.1M	97,257	+4,152	ADD
256	Candriam S.C.A.	$23.1M	95,331	+18,524	ADD
257	HB Wealth Management, LLC	$22.8M	94,006	+7,304	ADD
258	MACQUARIE GROUP LTD	$22.4M	92,472	−56,960	TRIM
259	Investment Management Corp of Ontario	$22.3M	92,043	+7,247	ADD
260	Dai-ichi Life Insurance Company, Ltd	$22.3M	92,008	−5,797	TRIM
261	NATIXIS	$21.6M	88,923	−25,044	TRIM
262	Vident Advisory, LLC	$21.5M	88,509	+5,022	ADD
263	MAI Capital Management	$21.1M	87,151	+2,463	ADD
264	TOCQUEVILLE ASSET MANAGEMENT L.P.	$21.0M	86,622	+4,309	ADD
265	KESTRA PRIVATE WEALTH SERVICES, LLC	$20.8M	85,914	+3,741	ADD
266	Generali Asset Management SPA SGR	$20.7M	85,246	+801	ADD
267	OPPENHEIMER ASSET MANAGEMENT INC.	$20.6M	85,130	+4,642	ADD
268	Wilmington Savings Fund Society, FSB	$20.2M	83,222	+1,689	ADD
269	LBP AM SA	$20.1M	82,737	−16,093	TRIM
270	BALDWIN WEALTH PARTNERS LLC/MA	$20.0M	82,450	−1,420	TRIM
271	Concurrent Investment Advisors, LLC	$19.5M	80,414	−3,116	TRIM
272	1832 Asset Management L.P.	$19.5M	80,290	−450,273	TRIM
273	SCOTIA CAPITAL INC.	$19.4M	79,919	−1,658	TRIM
274	BENJAMIN EDWARDS INC	$19.2M	79,030	−12,247	TRIM
275	Illinois Municipal Retirement Fund	$19.1M	78,719	−258	TRIM
276	GHP Investment Advisors, Inc.	$19.1M	78,621	−326	TRIM
277	Federation des caisses Desjardins du Quebec	$18.9M	77,831	+5,681	ADD
278	TruWealth Advisors, LLC	$18.8M	77,734	−33,138	TRIM
279	FOUNDATIONS INVESTMENT ADVISORS, LLC	$18.8M	77,707	+9,001	ADD
280	OPPENHEIMER & CO INC	$18.8M	77,472	−33,596	TRIM
281	Moors & Cabot, Inc.	$18.6M	76,850	−1,899	TRIM
282	ATALANTA SOSNOFF CAPITAL, LLC	$18.1M	74,797	−32,651	TRIM
283	Generate Investment Management Ltd	$18.1M	74,657	+74,657	NEW
284	BAR HARBOR WEALTH MANAGEMENT	$18.0M	74,352	+18	ADD
285	HM PAYSON & CO	$18.0M	74,248	−11,890	TRIM
286	Richard C. Young & CO., LTD.	$17.9M	73,946	+1,176	ADD
287	SHUFRO ROSE & CO LLC	$17.9M	73,874	+1,895	ADD
288	NorthCrest Asset Manangement, LLC	$17.4M	70,080	−20,805	TRIM
289	NOMURA HOLDINGS INC	$17.2M	71,158	+31,626	ADD
290	RWA WEALTH PARTNERS, LLC	$17.1M	70,708	−3,086	TRIM
291	Compagnie Lombard Odier SCmA	$17.0M	70,211	−29,309	TRIM
292	BANQUE PICTET & CIE SA	$16.8M	69,483	+2,000	ADD
293	Bragg Financial Advisors, Inc	$16.8M	69,453	+2,368	ADD
294	FIDUCIARY TRUST CO	$16.8M	69,249	−251	TRIM
295	Fisher Funds Management LTD	$16.8M	69,135	−6,204	TRIM
296	Banque Cantonale Vaudoise	$16.5M	68,220	+17,885	ADD
297	Aptus Capital Advisors, LLC	$16.5M	68,027	−5,386	TRIM
298	Verity & Verity, LLC	$16.3M	67,406	+1,203	ADD
299	STEPHENS INC /AR/	$16.3M	67,057	−3,799	TRIM
300	LAZARD ASSET MANAGEMENT LLC	$16.2M	66,898	−1,562	TRIM
301	KANAWHA CAPITAL MANAGEMENT LLC	$16.2M	66,628	+2,052	ADD
302	Atria Investments, Inc	$16.1M	66,371	−6,902	TRIM
303	Kepler Cheuvreux (Suisse) SA	$16.0M	65,998	−2,084	TRIM
304	Norinchukin Bank, The	$15.7M	64,733	−1,105	TRIM
305	Danica Pension, Livsforsikringsaktieselskab	$15.7M	64,692	+64,692	NEW
306	OLD NATIONAL BANCORP /IN/	$15.7M	64,591	+25,776	ADD
307	ASSETMARK, INC	$15.6M	64,458	+12,791	ADD
308	Baker Avenue Asset Management, LP	$15.6M	64,276	+2,096	ADD
309	Foster Victor Wealth Advisors, LLC	$15.6M	64,824	+9,065	ADD
310	Metis Global Partners, LLC	$15.6M	64,243	−1,842	TRIM
311	OMERS ADMINISTRATION Corp	$15.4M	63,361	+16,756	ADD
312	JANE STREET GROUP, LLC	$15.3M	63,322	−292,245	TRIM
313	United Capital Management of KS, Inc.	$15.3M	62,945	+30,653	ADD
314	Evercore Wealth Management, LLC	$15.2M	62,801	+5,196	ADD
315	Capital Investment Advisors, LLC	$15.2M	62,775	+589	ADD
316	Laird Norton Wetherby Trust Company, LLC	$15.1M	62,498	−7,001	TRIM
317	WATERS PARKERSON & CO., LLC	$14.7M	60,766	−1,020	TRIM
318	Waverly Advisors, LLC	$14.7M	60,657	−4,053	TRIM
319	Stratos Wealth Partners, LTD.	$14.5M	59,982	−3,346	TRIM
320	Avanza Fonder AB	$14.5M	59,779	−3,543	TRIM
321	Midwest Trust Co	$14.5M	59,618	−1,412	TRIM
322	World Investment Advisors	$14.3M	59,147	−6,988	TRIM
323	Principle Wealth Partners LLC	$14.3M	59,145	+121	ADD
324	TECTONIC ADVISORS LLC	$14.1M	58,314	+4,331	ADD
325	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$14.1M	58,114	+58,114	NEW
326	Radnor Capital Management, LLC	$14.0M	57,901	−2,120	TRIM
327	CITIZENS FINANCIAL GROUP INC/RI	$14.0M	57,657	+1,626	ADD
328	Biondo Investment Advisors, LLC	$14.0M	57,631	+490	ADD
329	Independent Advisor Alliance	$13.9M	57,448	−12,897	TRIM
330	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$13.8M	57,052	+3,254	ADD
331	MIZUHO SECURITIES USA LLC	$13.7M	56,509	−11,552	TRIM
332	Bryn Mawr Trust Advisors, LLC	$13.5M	55,857	−317	TRIM
333	Channing Capital Management, LLC	$13.4M	55,199	+28,757	ADD
334	SKBA CAPITAL MANAGEMENT LLC	$13.4M	55,178	0	NO CHANGE
335	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.4M	55,123	+55,123	NEW
336	FLPUTNAM INVESTMENT MANAGEMENT CO	$13.4M	55,118	−39,180	TRIM
337	American Assets Investment Management, LLC	$13.3M	55,000	0	NO CHANGE
338	Sargent Investment Group, LLC	$13.1M	54,225	−585	TRIM
339	INDEPENDENT FINANCIAL GROUP, LLC	$13.0M	53,837	—	NO PRIOR
340	WELCH & FORBES LLC	$13.0M	53,445	−466	TRIM
341	Oak Grove Capital LLC	$12.8M	52,700	+9,150	ADD
342	Merit Financial Group, LLC	$12.5M	51,754	+2,911	ADD
343	EP Wealth Advisors, LLC	$12.5M	51,382	−2,368	TRIM
344	Genus Capital Management Inc.	$12.5M	51,374	−9,853	TRIM
345	TRUSTMARK BANK TRUST DEPARTMENT	$12.4M	51,298	−18,465	TRIM
346	SUMMIT SECURITIES GROUP LLC	$12.4M	51,284	+50,484	ADD
347	SHELTON CAPITAL MANAGEMENT	$12.3M	50,908	+114	ADD
348	Clearstead Advisors, LLC	$12.2M	50,291	+7,649	ADD
349	Bell Bank	$12.2M	50,274	+4,312	ADD
350	Vise Technologies, Inc.	$12.2M	41,121	0	NO CHANGE
351	COLDSTREAM CAPITAL MANAGEMENT INC	$12.2M	50,206	−2,132	TRIM
352	MIRAE ASSET SECURITIES (USA) INC.	$12.1M	50,109	+50,109	NEW
353	Cynosure Group, LLC	$12.1M	49,993	−1,485	TRIM
354	ABN AMRO INVESTMENT SOLUTIONS	$12.0M	49,663	+4,976	ADD
355	Prospera Financial Services Inc	$11.9M	49,245	−48,937	TRIM
356	GREENWOOD CAPITAL ASSOCIATES LLC	$11.8M	48,490	+2,534	ADD
357	Osmosis Investment Management UK Ltd	$11.7M	48,452	−4,158	TRIM
358	Gradient Investments LLC	$11.7M	48,105	+3,876	ADD
359	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$11.7M	48,100	+500	ADD
360	REGIONS FINANCIAL CORP	$11.7M	48,097	−2,733	TRIM
361	Savant Capital, LLC	$11.6M	48,055	+7,368	ADD
362	Badgley Phelps Wealth Managers, LLC	$11.6M	47,855	−1,942	TRIM
363	CRAWFORD INVESTMENT COUNSEL INC	$11.5M	47,626	−20,651	TRIM
364	NBT BANK, N.A.	$11.5M	47,363	+1,077	ADD
365	NewSquare Capital LLC	$11.5M	47,318	−354	TRIM
366	AVITY INVESTMENT MANAGEMENT INC.	$11.5M	47,254	+43,109	ADD
367	Lombard Odier Asset Management (Switzerland) SA	$11.4M	47,208	−2,400	TRIM
368	CHOREO, LLC	$11.4M	47,044	+47,044	NEW
369	Maryland State Retirement & Pension System	$11.3M	46,645	+183	ADD
370	Summit Financial, LLC	$11.2M	46,237	−12,561	TRIM
371	GUYASUTA INVESTMENT ADVISORS INC	$11.2M	46,148	−1,052	TRIM
372	Aquatic Capital Management LLC	$11.1M	45,984	+41,902	ADD
373	ALLIANZ SE	$10.9M	44,905	+4,755	ADD
374	Cardinal Capital Management	$10.8M	44,698	+44,698	NEW
375	FIRST NATIONAL TRUST CO	$10.8M	44,673	−1,789	TRIM
376	AXXCESS WEALTH MANAGEMENT, LLC	$10.7M	44,308	−2,851	TRIM
377	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$10.7M	44,085	−164,349	TRIM
378	UMB Bank, n.a.	$10.6M	43,585	−1,012	TRIM
379	Cornerstone Wealth Management, LLC	$10.5M	43,474	+1,891	ADD
380	Royal Fund Management, LLC	$10.5M	43,394	+5,536	ADD
381	ALERUS FINANCIAL NA	$10.5M	43,174	−1,969	TRIM
382	PFG Investments, LLC	$10.4M	42,862	−836	TRIM
383	Sigma Planning Corp	$10.3M	42,677	−1,911	TRIM
384	Mediolanum International Funds Ltd	$10.3M	43,411	−39,415	TRIM
385	CUTLER INVESTMENT COUNSEL LLC	$10.3M	42,397	−249	TRIM
386	WealthTrust Axiom LLC	$10.1M	41,476	−442	TRIM
387	ELEVATION POINT WEALTH PARTNERS, LLC	$10.0M	41,297	+20,066	ADD
388	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.0M	41,250	−71,250	TRIM
389	Bleakley Financial Group, LLC	$9.9M	40,802	−5,662	TRIM
390	JOHNSON INVESTMENT COUNSEL INC	$9.9M	40,787	+68	ADD
391	NLB Skladi, upravljanje premozenja, d.o.o.	$9.8M	40,518	0	NO CHANGE
392	Wealthspire Advisors, LLC	$9.8M	40,416	+1,032	ADD
393	ARS Wealth Advisors Group, LLC	$9.8M	40,347	+89	ADD
394	Y-Intercept (Hong Kong) Ltd	$9.8M	40,248	+33,607	ADD
395	FLOSSBACH VON STORCH SE	$9.6M	39,645	+35,100	ADD
396	FORBES J M & CO LLP	$9.6M	39,603	−31,741	TRIM
397	CAISSE DES DEPOTS ET CONSIGNATIONS	$9.5M	39,034	−157	TRIM
398	Shelter Mutual Insurance Co	$9.3M	38,491	0	NO CHANGE
399	Emerald Investment Advisers, LLC	$9.3M	38,372	—	NO PRIOR
400	Maytus Capital Management, LLC	$9.3M	38,367	+20,367	ADD
401	MUFG Securities EMEA plc	$9.3M	38,320	0	NO CHANGE
402	EXCHANGE TRADED CONCEPTS, LLC	$9.2M	38,154	−33,411	TRIM
403	ADVOCATE GROUP LLC	$9.2M	37,927	−1,067	TRIM
404	FRANKLIN STREET ADVISORS INC /NC	$9.2M	37,753	−9,981	TRIM
405	AG2R LA MONDIALE GESTION D'ACTIFS	$9.1M	37,737	+734	ADD
406	Forvis Mazars Wealth Advisors, LLC	$9.1M	37,594	+128	ADD
407	ANDERSON HOAGLAND & CO	$9.1M	37,551	+211	ADD
408	MONTGOMERY INVESTMENT MANAGEMENT INC	$9.1M	37,502	+200	ADD
409	Cherry Creek Investment Advisors, Inc.	$9.1M	37,499	+438	ADD
410	Sowell Financial Services LLC	$9.1M	37,437	+850	ADD
411	Cardinal Point Capital Management ULC	$9.0M	37,304	+313	ADD
412	DIVERSIFY WEALTH MANAGEMENT, LLC	$9.0M	39,808	+19,967	ADD
413	OneDigital Investment Advisors LLC	$9.0M	37,192	−1,602	TRIM
414	Portland Global Advisors LLC	$9.0M	36,987	+1,086	ADD
415	VAN DEN BERG MANAGEMENT I, INC	$9.0M	36,942	+67	ADD
416	Snowden Capital Advisors LLC	$8.9M	36,859	−996	TRIM
417	GREAT LAKES ADVISORS, LLC	$8.9M	36,650	−7,647	TRIM
418	LaFleur & Godfrey LLC	$8.9M	36,644	+2,278	ADD
419	Avantax Planning Partners, Inc.	$8.9M	36,587	−463	TRIM
420	Churchill Financial Advisors, LLC	$8.8M	36,248	+10,939	ADD
421	Kingsview Wealth Management, LLC	$8.7M	35,768	−2,473	TRIM
422	James Hambro & Partners LLP	$8.6M	35,686	−14,932	TRIM
423	ARS Investment Partners, LLC	$8.6M	35,550	+30,157	ADD
424	Mutual Advisors, LLC	$8.6M	35,546	+3,497	ADD
425	Focus Partners Advisor Solutions, LLC	$8.6M	35,368	+3,666	ADD
426	Berger Financial Group, Inc	$8.5M	35,157	−4,312	TRIM
427	SouthState Bank Corp	$8.5M	34,954	−1,108	TRIM
428	Carnegie Investment Counsel	$8.4M	34,840	−747	TRIM
429	SFE Investment Counsel	$8.4M	34,693	+574	ADD
430	Bedell Frazier Investment Counselling, LLC	$8.4M	34,627	+413	ADD
431	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$8.4M	34,611	+720	ADD
432	Regal Investment Advisors LLC	$8.4M	34,581	+1,937	ADD
433	Stokes Capital Advisors, LLC	$8.3M	34,445	+13,606	ADD
434	ROMANO BROTHERS AND COMPANY	$8.3M	34,384	−188	TRIM
435	COURIER CAPITAL LLC	$8.3M	34,284	+935	ADD
436	Compound Planning, Inc.	$8.3M	34,238	+2	ADD
437	Alpha Omega Wealth Management LLC	$8.3M	34,227	−1,251	TRIM
438	SteelPeak Wealth, LLC	$8.3M	34,167	+28,063	ADD
439	Strategic Wealth Investment Group, LLC	$8.2M	33,911	+1,984	ADD
440	TOKIO MARINE ASSET MANAGEMENT CO LTD	$8.2M	33,718	+1,803	ADD
441	Essex Financial Services, Inc.	$8.2M	33,663	+141	ADD
442	Orion Porfolio Solutions, LLC	$8.1M	33,589	−13,416	TRIM
443	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.1M	33,246	−6,500	TRIM
444	Gotham Asset Management, LLC	$8.0M	33,052	+5,676	ADD
445	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$8.0M	33,026	−168	TRIM
446	EASTERN BANK	$7.9M	32,599	−824	TRIM
447	KMG FIDUCIARY PARTNERS, LLC	$7.8M	32,208	+216	ADD
448	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$7.8M	32,139	+125	ADD
449	SEAVIEW INVESTMENT MANAGERS LLC	$7.7M	31,866	+5,531	ADD
450	VectorGlobal IAG, Inc.	$7.7M	31,865	—	NO PRIOR
451	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	31,847	+2,815	ADD
452	E Fund Management Co., Ltd.	$7.7M	31,807	—	NO PRIOR
453	Faithward Advisors, LLC	$7.7M	23,946	+7,699	ADD
454	Parallax Volatility Advisers, L.P.	$7.6M	31,535	−31,553	TRIM
455	IHT Wealth Management, LLC	$7.6M	31,385	+13,863	ADD
456	Dakota Wealth Management	$7.6M	31,339	−25,341	TRIM
457	Addenda Capital Inc.	$7.6M	31,300	0	NO CHANGE
458	EVOLVE PRIVATE WEALTH, LLC	$7.6M	31,276	+1,238	ADD
459	Rodgers Brothers Inc.	$7.6M	31,204	+2,547	ADD
460	HOLDERNESS INVESTMENTS CO	$7.6M	31,194	+1,185	ADD
461	Cannell & Spears LLC	$7.5M	31,099	−1,989	TRIM
462	Sound View Wealth Advisors Group, LLC	$7.5M	31,062	−204	TRIM
463	Ameritas Investment Partners, Inc.	$7.5M	31,047	+2,567	ADD
464	Boston Partners	$7.5M	30,994	+30,994	NEW
465	MARATHON CAPITAL MANAGEMENT	$7.5M	30,948	−700	TRIM
466	VAN STRUM & TOWNE INC.	$7.5M	30,806	−210	TRIM
467	Empirical Finance, LLC	$7.4M	30,420	−33	TRIM
468	XML Financial, LLC	$7.4M	30,370	+864	ADD
469	Goelzer Investment Management, Inc.	$7.4M	30,331	+740	ADD
470	KWMG, LLC	$7.3M	30,197	+30,197	NEW
471	Vestmark Advisory Solutions, Inc.	$7.3M	30,171	+9,165	ADD
472	B. Riley Wealth Advisors, Inc.	$7.3M	30,619	−6,080	TRIM
473	SEARLE & CO.	$7.3M	29,948	+100	ADD
474	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$7.2M	29,909	+42	ADD
475	SageGuard Financial Group, LLC	$7.2M	29,865	−3,086	TRIM
476	Summit Trail Advisors, LLC	$7.2M	29,834	+7,190	ADD
477	SAGESPRING WEALTH PARTNERS, LLC	$7.2M	29,748	−341	TRIM
478	KING LUTHER CAPITAL MANAGEMENT CORP	$7.2M	29,691	−855	TRIM
479	BONNESS ENTERPRISES INC	$7.2M	29,564	0	NO CHANGE
480	SIGNATUREFD, LLC	$7.2M	29,516	−770	TRIM
481	SCS Capital Management LLC	$7.1M	29,373	−826	TRIM
482	CANANDAIGUA NATIONAL CORP	$7.1M	29,244	—	NO PRIOR
483	Columbia Asset Management	$7.1M	29,244	−3,227	TRIM
484	Orange Investment Advisors, Inc.	$7.1M	29,194	−1,764	TRIM
485	MGO ONE SEVEN LLC	$7.1M	29,123	+643	ADD
486	Aspen Grove Capital, LLC	$7.0M	29,020	−30	TRIM
487	FACTORY MUTUAL INSURANCE CO	$7.0M	28,800	+1,100	ADD
488	KKM Financial LLC	$6.9M	23,396	0	NO CHANGE
489	Catherine Avery Investment Management LLC	$6.9M	28,509	+10,187	ADD
490	Capital Investment Counsel, LLC	$6.9M	28,472	+1,279	ADD
491	NIA IMPACT ADVISORS, LLC	$6.9M	28,291	−2,089	TRIM
492	LEVIN CAPITAL STRATEGIES, L.P.	$6.8M	28,258	−8,484	TRIM
493	LS Investment Advisors, LLC	$6.8M	28,135	+22,139	ADD
494	TOTH FINANCIAL ADVISORY CORP	$6.8M	28,117	−374	TRIM
495	MONETA GROUP INVESTMENT ADVISORS LLC	$6.8M	27,950	+79	ADD
496	FLC Capital Advisors	$6.8M	27,856	−200	TRIM
497	MCDONALD PARTNERS LLC	$6.7M	27,824	+14,373	ADD
498	Dynamic Advisor Solutions LLC	$6.6M	27,248	+745	ADD
499	PRINCIPAL SECURITIES, INC.	$6.5M	26,967	+1,511	ADD
500	North Dakota State Investment Board	$6.5M	26,960	−4,949	TRIM

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

Congress ↔ notable managers · IBM

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31, Lloyd Doggett D–TX-37 $3K–$45K
Sellers: 3 Josh Gottheimer D–NJ-5, Maria Elvira Salazar R–FL-27, Gilbert Ray Cisneros, Jr. D–CA-31 $5K–$75K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $8.0M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on IBM
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-09-09	Maria Elvira Salazar Congress	SELL	$1K–$15K
2026-09-09	Maria Elvira Salazar Congress	SELL	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-08-10	Josh Gottheimer Congress	SELL	$1K–$15K
2026-08-10	Josh Gottheimer Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-06	Lloyd Doggett Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+5,676 sh

9 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

52 members of Congress disclosed IBM — 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).