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 ↗

INTUIT · COM · quarter ended 2026-03-31 · 27 members disclosed INTU ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,666 holders are listed, largest first: 1,666
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $91.5B
holders whose share count rose or who opened the position (new + add), by shares: 853
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 428

Holders — quarter ended 2026-03-31

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

13F holders of INTU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.0B	25,475,596	−955,251	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.8B	18,079,151	—	NO PRIOR
3	JPMORGAN CHASE & CO	$5.6B	13,098,859	+1,389,075	ADD
4	STATE STREET CORP	$5.6B	12,962,149	−100,699	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.6B	8,281,599	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$2.9B	6,792,421	+177,882	ADD
7	MORGAN STANLEY	$2.5B	5,688,825	+587,968	ADD
8	Invesco Ltd.	$2.0B	4,534,950	+1,082,502	ADD
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.7B	3,896,561	+1,972,719	ADD
10	NORTHERN TRUST CORP	$1.4B	3,335,324	−68,426	TRIM
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	3,118,514	−27,803	TRIM
12	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$1.3B	3,058,534	0	NO CHANGE
13	FMR LLC	$1.2B	2,760,331	−10,956	TRIM
14	Bank of New York Mellon Corp	$1.1B	2,640,479	−150,733	TRIM
15	EAGLE CAPITAL MANAGEMENT LLC	$1.0B	2,321,165	+1,782,288	ADD
16	Nuveen, LLC	$993M	2,296,022	−169,108	TRIM
17	WELLINGTON MANAGEMENT GROUP LLP	$974M	2,253,169	−1,347,775	TRIM
18	UBS Group AG	$897M	2,074,550	+1,112,851	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$894M	2,067,005	+58,573	ADD
20	Legal & General Group Plc	$886M	2,048,554	−114,526	TRIM
21	Fisher Asset Management, LLC	$880M	2,035,123	−249,187	TRIM
22	Janus Henderson Group Ltd.	$848M	1,961,343	−57,395	TRIM
23	FIL Ltd	$801M	1,852,299	+726,421	ADD
24	Unisphere Establishment	$783M	1,810,000	+110,000	ADD
25	BANK OF AMERICA CORP /DE/	$765M	1,768,998	−166,329	TRIM
26	BARCLAYS PLC	$695M	1,606,315	+59,408	ADD
27	VANGUARD FIDUCIARY TRUST CO	$694M	1,604,265	—	NO PRIOR
28	Amundi	$676M	1,563,158	+484,602	ADD
29	ALLIANCEBERNSTEIN L.P.	$586M	884,352	−1,489,465	TRIM
30	WELLS FARGO & COMPANY/MN	$557M	1,287,895	+122,770	ADD
31	Pictet Asset Management Holding SA	$544M	1,259,170	+234,114	ADD
32	DEUTSCHE BANK AG\	$539M	1,246,402	−353,471	TRIM
33	AMERIPRISE FINANCIAL INC	$529M	1,223,747	−400,558	TRIM
34	VICTORY CAPITAL MANAGEMENT INC	$520M	1,201,979	+62,392	ADD
35	EDGEWOOD MANAGEMENT LLC	$499M	1,154,334	−204,058	TRIM
36	BROWN ADVISORY INC	$486M	1,124,863	−1,415,290	TRIM
37	PRIMECAP MANAGEMENT CO/CA/	$463M	1,071,317	+14,980	ADD
38	FRANKLIN RESOURCES INC	$459M	1,060,703	−645,624	TRIM
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$379M	836,654	−139,491	TRIM
40	Clearbridge Investments, LLC	$376M	870,442	−326,094	TRIM
41	Vontobel Holding Ltd.	$373M	862,615	+219,910	ADD
42	CITIGROUP INC	$357M	826,720	+60,148	ADD
43	GENERATION INVESTMENT MANAGEMENT LLP	$356M	823,962	+823,962	NEW
44	ENVESTNET ASSET MANAGEMENT INC	$355M	820,557	−13,641	TRIM
45	Swiss National Bank	$353M	816,640	+52,640	ADD
46	DIMENSIONAL FUND ADVISORS LP	$347M	803,267	+189,884	ADD
47	ROYAL BANK OF CANADA	$343M	793,203	−1,315,110	TRIM
48	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$326M	753,125	+312,506	ADD
49	Lindsell Train Ltd	$317M	733,699	+123,448	ADD
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$299M	692,446	−127,425	TRIM
51	Sumitomo Mitsui Trust Group, Inc.	$290M	671,247	−65,708	TRIM
52	Mitsubishi UFJ Asset Management Co., Ltd.	$286M	661,886	+46,417	ADD
53	Winslow Capital Management, LLC	$282M	651,617	−258,134	TRIM
54	National Pension Service	$279M	644,856	+644,856	NEW
55	Sustainable Growth Advisers, LP	$275M	635,752	−323,849	TRIM
56	Vanguard Global Advisers, LLC	$265M	612,043	—	NO PRIOR
57	BNP Paribas Asset Management Holding S.A.	$264M	611,137	−129,356	TRIM
58	Swedbank AB	$263M	607,158	−279,269	TRIM
59	HSBC HOLDINGS PLC	$263M	607,229	−831,285	TRIM
60	NORDEA INVESTMENT MANAGEMENT AB	$246M	581,503	−50,064	TRIM
61	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$242M	559,313	+386,133	ADD
62	1832 Asset Management L.P.	$234M	540,214	+372,936	ADD
63	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$231M	533,736	+91,345	ADD
64	CANADA PENSION PLAN INVESTMENT BOARD	$230M	533,033	+372,359	ADD
65	Universal- Beteiligungs- und Servicegesellschaft mbH	$218M	503,785	+58,641	ADD
66	AQR CAPITAL MANAGEMENT LLC	$216M	504,431	+225,963	ADD
67	FERNBRIDGE CAPITAL MANAGEMENT LP	$216M	499,127	+404,806	ADD
68	FIRST TRUST ADVISORS LP	$213M	492,219	+77,929	ADD
69	Capital Research Global Investors	$206M	477,023	−6,940	TRIM
70	COMGEST GLOBAL INVESTORS S.A.S.	$205M	474,989	+32,755	ADD
71	VANGUARD ASSET MANAGEMENT, Ltd	$205M	472,991	—	NO PRIOR
72	Robeco Institutional Asset Management B.V.	$203M	468,796	+184,151	ADD
73	Neuberger Berman Group LLC	$195M	451,523	−117,570	TRIM
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$192M	443,976	−485,553	TRIM
75	ProShare Advisors LLC	$180M	417,389	−91,213	TRIM
76	M&G Plc	$180M	415,944	+319,478	ADD
77	SEI INVESTMENTS CO	$172M	396,692	−125,814	TRIM
78	ROYAL LONDON ASSET MANAGEMENT LTD	$171M	394,416	+56,395	ADD
79	MILFORD FUNDS LTD	$165M	380,478	+211,051	ADD
80	NATIONAL BANK OF CANADA /FI/	$157M	363,508	+16,006	ADD
81	Magellan Asset Management Ltd	$157M	362,416	+56,895	ADD
82	PRINCIPAL FINANCIAL GROUP INC	$155M	358,636	+10,765	ADD
83	Findlay Park Partners LLP	$154M	356,385	−15,800	TRIM
84	FEDERATED HERMES, INC.	$152M	351,518	+308,084	ADD
85	FLOSSBACH VON STORCH SE	$149M	344,723	+327,387	ADD
86	CITADEL ADVISORS LLC	$148M	342,520	−84,074	TRIM
87	Capital World Investors	$144M	333,420	+164,754	ADD
88	RAYMOND JAMES FINANCIAL INC	$143M	331,716	+3,910	ADD
89	STIFEL FINANCIAL CORP	$143M	330,494	−63,793	TRIM
90	BANK OF MONTREAL /CAN/	$139M	321,123	−14,526	TRIM
91	DSM CAPITAL PARTNERS LLC	$134M	309,394	−112,444	TRIM
92	NEW YORK STATE COMMON RETIREMENT FUND	$134M	309,241	0	NO CHANGE
93	Tidal Investments LLC	$131M	305,616	+247,756	ADD
94	Local Pensions Partnership Investment Ltd	$129M	299,281	0	NO CHANGE
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$129M	298,523	+298,523	NEW
96	VOYA INVESTMENT MANAGEMENT LLC	$124M	286,515	−272,874	TRIM
97	Navera Investment Management Ltd.	$122M	281,272	−228,550	TRIM
98	Ensign Peak Advisors, Inc	$120M	278,293	+393	ADD
99	Alecta Tjanstepension Omsesidigt	$110M	255,240	+255,240	NEW
100	Alyeska Investment Group, L.P.	$109M	253,011	+237,956	ADD
101	AVIVA PLC	$106M	244,420	+6,795	ADD
102	LPL Financial LLC	$105M	242,272	−3,699	TRIM
103	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$105M	241,847	−1,064	TRIM
104	LAZARD ASSET MANAGEMENT LLC	$104M	241,587	−31,526	TRIM
105	ADAGE CAPITAL PARTNERS GP, L.L.C.	$103M	239,300	−2,400	TRIM
106	DANSKE BANK A/S	$103M	237,395	−9,762	TRIM
107	Aberdeen Group plc	$100M	232,258	+2,826	ADD
108	US BANCORP \DE\	$99.9M	231,041	+30,674	ADD
109	GCQ FUNDS MANAGEMENT PTY Ltd	$99.2M	229,497	+229,497	NEW
110	MILLENNIUM MANAGEMENT LLC	$97.5M	225,483	+109,827	ADD
111	BANK OF NOVA SCOTIA	$96.9M	224,052	+55,584	ADD
112	Man Group plc	$96.4M	222,855	−4,440	TRIM
113	PRUDENTIAL FINANCIAL INC	$95.7M	221,324	−29,637	TRIM
114	Quilter Plc	$95.3M	220,409	+40,853	ADD
115	Cerity Partners LLC	$95.0M	219,668	+11,195	ADD
116	JUPITER ASSET MANAGEMENT LTD	$93.7M	221,082	+221,082	NEW
117	Bank Julius Baer & Co. Ltd, Zurich	$93.6M	216,815	−33,261	TRIM
118	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$92.7M	214,381	−1,205	TRIM
119	Bowie Capital Management, LLC	$90.5M	209,284	+32,277	ADD
120	TD ASSET MANAGEMENT INC	$89.4M	206,780	+38,204	ADD
121	MACKENZIE FINANCIAL CORP	$88.7M	205,141	+33,554	ADD
122	BALYASNY ASSET MANAGEMENT L.P.	$87.9M	203,328	+197,767	ADD
123	Quantinno Capital Management LP	$84.8M	196,077	+42,250	ADD
124	NEOS Investment Management LLC	$82.5M	190,819	+36,652	ADD
125	Marex Group Ltd	$81.8M	189,261	+178,940	ADD
126	Valley Forge Capital Management, LP	$81.8M	189,072	−32,164	TRIM
127	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$80.0M	184,994	−44,162	TRIM
128	CIBC Bancorp USA Inc.	$79.7M	184,272	—	NO PRIOR
129	Chicago Capital, LLC	$79.1M	182,827	+39,552	ADD
130	Mitsubishi UFJ Trust & Banking Corp	$77.1M	178,298	−11,438	TRIM
131	STEADFAST CAPITAL MANAGEMENT LP	$75.7M	175,100	+175,100	NEW
132	BAILLIE GIFFORD & CO	$75.6M	174,756	+42,963	ADD
133	STOREBRAND ASSET MANAGEMENT AS	$75.4M	174,314	—	NO PRIOR
134	Allianz Asset Management GmbH	$73.9M	171,005	−231,704	TRIM
135	Mirae Asset Global Investments Co., Ltd.	$72.0M	166,531	+6,809	ADD
136	CREDIT AGRICOLE S A	$71.7M	165,806	−21,465	TRIM
137	APG Asset Management N.V.	$71.1M	189,516	−2,317	TRIM
138	PANAGORA ASSET MANAGEMENT INC	$70.8M	163,795	−35,761	TRIM
139	PFA Pension, Forsikringsaktieselskab	$67.7M	156,629	+156,629	NEW
140	Mariner, LLC	$67.0M	155,000	+27,619	ADD
141	L1 Capital International Pty Ltd	$66.7M	154,361	+7,903	ADD
142	STATE OF WISCONSIN INVESTMENT BOARD	$66.3M	153,242	+8,777	ADD
143	BLAIR WILLIAM & CO/IL	$66.0M	152,554	−91,321	TRIM
144	Korea Investment CORP	$64.9M	150,112	−12,866	TRIM
145	Swiss Life Asset Management Ltd	$64.0M	146,477	+36,721	ADD
146	TEACHER RETIREMENT SYSTEM OF TEXAS	$63.2M	146,270	+11,170	ADD
147	Trexquant Investment LP	$63.2M	146,201	+146,201	NEW
148	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$61.2M	141,640	+53,140	ADD
149	Select Equity Group, L.P.	$60.8M	140,671	−67,326	TRIM
150	AE Wealth Management LLC	$60.5M	140,022	+132,522	ADD
151	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$60.4M	139,768	−23,929	TRIM
152	Bristol Gate Capital Partners Inc.	$60.1M	138,884	+28,326	ADD
153	Vanguard Investments Australia, Ltd.	$59.9M	138,565	—	NO PRIOR
154	Chevy Chase Trust Holdings, LLC	$59.7M	138,106	−3,727	TRIM
155	DAVIS R M INC	$59.2M	136,910	+31	ADD
156	Walleye Capital LLC	$58.9M	136,235	+77,808	ADD
157	Calamos Advisors LLC	$57.3M	132,629	+1,941	ADD
158	Focus Partners Wealth	$57.0M	131,933	−32,787	TRIM
159	ThornTree Capital Partners LP	$56.7M	131,173	+41,871	ADD
160	KLP KAPITALFORVALTNING AS	$56.6M	130,790	+5,400	ADD
161	Corient Private Wealth LLC	$54.1M	125,726	−219,275	TRIM
162	AMERICAN CENTURY COMPANIES INC	$54.1M	125,099	+8,571	ADD
163	FIFTH THIRD BANCORP	$53.7M	124,116	+74,262	ADD
164	Asset Management One Co., Ltd.	$52.9M	122,423	−20,100	TRIM
165	DJE Kapital AG	$51.3M	120,377	+89,316	ADD
166	BARTLETT & CO. WEALTH MANAGEMENT LLC	$51.1M	125,578	−19,964	TRIM
167	Vident Advisory, LLC	$50.2M	116,169	+17,257	ADD
168	CIBC Asset Management Inc	$50.0M	115,686	−28,642	TRIM
169	JOHNSON INVESTMENT COUNSEL INC	$49.9M	115,376	−593	TRIM
170	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$48.1M	111,266	−2,994	TRIM
171	NOMURA ASSET MANAGEMENT CO LTD	$47.6M	110,053	−28,027	TRIM
172	SNYDER CAPITAL MANAGEMENT L P	$45.6M	105,427	+105,427	NEW
173	JENSEN INVESTMENT MANAGEMENT INC	$44.8M	103,535	−169,443	TRIM
174	E. Ohman J:or Asset Management AB	$44.4M	102,678	−31,970	TRIM
175	Baird Financial Group, Inc.	$44.1M	101,990	+101,990	NEW
176	Lansforsakringar Fondforvaltning AB (publ)	$43.5M	100,673	+11,597	ADD
177	NISA INVESTMENT ADVISORS, LLC	$42.4M	97,961	−18,500	TRIM
178	Resona Asset Management Co.,Ltd.	$41.5M	96,009	+2,119	ADD
179	TORONTO DOMINION BANK	$41.3M	95,596	−5,925	TRIM
180	State of New Jersey Common Pension Fund D	$41.1M	94,999	0	NO CHANGE
181	XXEC, Inc.	$40.8M	69,661	+58,226	ADD
182	Daiwa Securities Group Inc.	$40.4M	93,437	+7,193	ADD
183	Creative Planning	$40.1M	92,850	+17,910	ADD
184	TRUIST FINANCIAL CORP	$39.9M	92,393	−4,712	TRIM
185	FACTORY MUTUAL INSURANCE CO	$39.8M	92,150	+38,250	ADD
186	ING GROEP NV	$39.8M	91,981	+22,927	ADD
187	Rafferty Asset Management, LLC	$39.2M	90,610	−15,075	TRIM
188	Hyperion Asset Management Ltd	$39.0M	90,106	−125,082	TRIM
189	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$38.9M	90,005	−19,235	TRIM
190	Eurizon Capital SGR S.p.A.	$38.1M	88,137	−19,582	TRIM
191	SEB Asset Management AB	$37.8M	87,494	—	NO PRIOR
192	ASSETMARK, INC	$37.7M	87,138	+23,356	ADD
193	Mediolanum International Funds Ltd	$37.6M	87,551	−13,742	TRIM
194	Temasek Holdings (Private) Ltd	$36.8M	85,100	−19,139	TRIM
195	Tredje AP-fonden	$36.2M	83,632	+36,456	ADD
196	HighTower Advisors, LLC	$33.7M	77,998	+10,046	ADD
197	BENJAMIN EDWARDS INC	$33.7M	77,916	+5,145	ADD
198	XPONANCE LLC	$33.5M	77,540	+6,305	ADD
199	MetLife Investment Management, LLC	$33.4M	77,262	−2,647	TRIM
200	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.4M	77,175	−36,311	TRIM
201	Arizona State Retirement System	$33.0M	76,242	−2,488	TRIM
202	Fiera Capital Corp	$32.9M	76,086	+76,086	NEW
203	Czech National Bank	$32.8M	75,787	+2,276	ADD
204	Cetera Investment Advisers	$32.7M	75,725	+7,583	ADD
205	Douglas Lane & Associates, LLC	$32.5M	75,063	+11,941	ADD
206	Ardmore Road Asset Management LP	$32.0M	74,100	+51,985	ADD
207	Rockefeller Capital Management L.P.	$31.8M	73,639	+32,026	ADD
208	Gotham Asset Management, LLC	$31.8M	73,604	+58,998	ADD
209	SORA INVESTORS LLC	$31.6M	72,976	+46,142	ADD
210	KEYBANK NATIONAL ASSOCIATION/OH	$31.5M	72,849	−1,198	TRIM
211	STATE OF MICHIGAN RETIREMENT SYSTEM	$31.4M	72,690	−300	TRIM
212	Troy Asset Management Ltd	$31.0M	71,622	+16,454	ADD
213	Guinness Asset Management LTD	$30.7M	71,115	−3,054	TRIM
214	SOMA EQUITY PARTNERS LP	$30.3M	70,180	+70,180	NEW
215	Life Cycle Investment Partners Ltd	$29.9M	69,264	−208,818	TRIM
216	MOGY JOEL R INVESTMENT COUNSEL INC	$29.6M	68,359	−5,172	TRIM
217	Sumitomo Mitsui DS Asset Management Company, Ltd	$29.5M	68,294	−2,090	TRIM
218	RENAISSANCE GROUP LLC	$29.4M	68,025	+26,445	ADD
219	Suncoast Equity Management	$29.1M	67,199	−3,455	TRIM
220	INVESTMENT HOUSE LLC	$28.8M	66,616	−9,852	TRIM
221	NorthCrest Asset Manangement, LLC	$28.8M	68,149	−9,367	TRIM
222	Empowered Funds, LLC	$28.7M	66,280	+66,280	NEW
223	GUGGENHEIM CAPITAL LLC	$28.6M	66,073	−3,811	TRIM
224	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.0M	64,822	−30	TRIM
225	Sather Financial Group Inc	$27.7M	63,992	+2,777	ADD
226	DnB Asset Management AS	$27.2M	62,882	+1,331	ADD
227	IEQ CAPITAL, LLC	$26.7M	61,815	+24,346	ADD
228	Aware Super Pty Ltd as trustee of Aware Super	$26.7M	61,790	—	NO PRIOR
229	IFM Investors Pty Ltd	$26.3M	60,733	+2,140	ADD
230	MML INVESTORS SERVICES, LLC	$26.1M	60,306	+21,856	ADD
231	Meridiem Capital Partners LP	$26.0M	60,053	+60,053	NEW
232	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.6M	128,770	+85,951	ADD
233	Retirement Systems of Alabama	$25.6M	59,094	−218	TRIM
234	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$25.5M	58,885	+37,126	ADD
235	BAXTER BROS INC	$25.2M	58,305	−1,828	TRIM
236	QRG CAPITAL MANAGEMENT, INC.	$25.2M	58,255	+6,495	ADD
237	ALTA CAPITAL MANAGEMENT LLC/	$25.0M	57,934	+11,253	ADD
238	Haverford Trust Co	$25.0M	57,830	+5,004	ADD
239	Rakuten Investment Management, Inc.	$24.7M	57,637	+5,940	ADD
240	Pathstone Holdings, LLC	$24.6M	56,836	+3,155	ADD
241	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$24.5M	56,751	+13,719	ADD
242	Harvest Portfolios Group Inc.	$24.5M	56,624	+13,549	ADD
243	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$24.0M	55,562	+11,132	ADD
244	TRILLIUM ASSET MANAGEMENT, LLC	$23.6M	67,505	+11,847	ADD
245	Woodline Partners LP	$23.6M	54,505	+25,653	ADD
246	CI INVESTMENTS INC.	$23.5M	54,342	+15,427	ADD
247	NorthCoast Asset Management LLC	$23.0M	53,181	+16,561	ADD
248	NORTH STAR ASSET MANAGEMENT INC	$22.9M	52,989	+2,285	ADD
249	CIBC WORLD MARKET INC.	$22.7M	52,518	−5,930	TRIM
250	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$22.3M	51,496	−8,478	TRIM
251	Railway Pension Investments Ltd	$22.2M	51,240	+23,040	ADD
252	Global X Japan Co., Ltd.	$22.1M	51,138	+6,124	ADD
253	NICHOLS & PRATT ADVISERS LLP /MA	$22.1M	51,074	+272	ADD
254	Northwest & Ethical Investments L.P.	$22.0M	50,833	+2,815	ADD
255	Cresset Asset Management, LLC	$21.9M	50,699	+35,203	ADD
256	Andra AP-fonden	$21.7M	50,280	−15,280	TRIM
257	PUBLIC SECTOR PENSION INVESTMENT BOARD	$21.5M	49,787	+8,525	ADD
258	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$21.4M	49,568	−108,432	TRIM
259	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$21.1M	48,772	−8,320	TRIM
260	HM PAYSON & CO	$21.0M	48,487	+37,687	ADD
261	SAPIENT CAPITAL LLC	$20.9M	48,266	+33,024	ADD
262	Assenagon Asset Management S.A.	$20.8M	48,122	−222,718	TRIM
263	Dundas Partners LLP	$20.8M	48,074	−477	TRIM
264	UniSuper Management Pty Ltd	$20.5M	47,346	−34,926	TRIM
265	USS Investment Management Ltd	$20.3M	46,943	+2,334	ADD
266	WAYCROSS PARTNERS, LLC	$20.3M	46,858	+1,448	ADD
267	M&T BANK CORP	$19.9M	46,138	−3,274	TRIM
268	Trinity Street Asset Management LLP	$19.9M	46,109	+7,333	ADD
269	ROCKLAND TRUST CO	$19.7M	45,648	+7,217	ADD
270	Utah Retirement Systems	$19.2M	44,375	−703	TRIM
271	YCG, LLC	$19.1M	44,127	−19,159	TRIM
272	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.1M	44,121	+2,872	ADD
273	Doma Perpetual Capital Management LLC	$19.0M	44,000	+44,000	NEW
274	SHELTON CAPITAL MANAGEMENT	$19.0M	43,896	−1,450	TRIM
275	Talbot Financial, LLC	$18.8M	43,593	+4,467	ADD
276	OPPENHEIMER ASSET MANAGEMENT INC.	$18.8M	43,377	−5,870	TRIM
277	National Mutual Insurance Federation of Agricultural Cooperatives	$18.5M	42,900	0	NO CHANGE
278	B. Metzler seel. Sohn & Co. AG	$18.3M	42,320	+8,443	ADD
279	DAVIDSON INVESTMENT ADVISORS	$18.0M	41,730	−1,799	TRIM
280	DEARBORN PARTNERS LLC	$18.0M	41,692	−3,754	TRIM
281	Vanguard Personalized Indexing Management, LLC	$18.0M	41,645	−3,431	TRIM
282	ShawSpring Partners LLC	$17.7M	40,939	−9,782	TRIM
283	Varma Mutual Pension Insurance Co	$17.7M	40,858	−3,300	TRIM
284	NOMURA HOLDINGS INC	$17.4M	40,220	−17,418	TRIM
285	PRUDENTIAL PLC	$17.3M	40,106	+457	ADD
286	Osmosis Investment Management UK Ltd	$17.1M	39,579	−3,393	TRIM
287	Venator Management LLC	$16.8M	38,936	+38,936	NEW
288	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$16.7M	38,525	−1,880	TRIM
289	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.6M	38,352	−55,541	TRIM
290	OSAIC HOLDINGS, INC.	$16.6M	38,303	+6,934	ADD
291	MACQUARIE GROUP LTD	$16.4M	38,062	−47,468	TRIM
292	Lombard Odier Asset Management (Europe) Ltd	$16.4M	38,016	+27,951	ADD
293	Evelyn Partners Investment Management LLP	$16.4M	37,843	+12,237	ADD
294	Union Bancaire Privee, UBP SA	$16.4M	40,871	−56,862	TRIM
295	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.1M	37,206	+37,206	NEW
296	Elo Mutual Pension Insurance Co	$16.0M	36,990	−560	TRIM
297	Asset Advisors Investment Management, LLC	$16.0M	36,936	−24,196	TRIM
298	NewEdge Advisors, LLC	$16.0M	36,898	−62,881	TRIM
299	Copeland Capital Management, LLC	$15.8M	36,496	+14,471	ADD
300	Moran Wealth Management, LLC	$15.7M	36,256	+1,463	ADD
301	EP Wealth Advisors, LLC	$15.5M	35,794	+6,825	ADD
302	Sone Capital Management, LLC	$15.4M	35,647	+7,993	ADD
303	Cander Asset Management LP	$15.4M	35,535	+9,875	ADD
304	Advocacy Wealth Management, LLC	$15.3M	35,486	+10,721	ADD
305	Wilkinson Global Asset Management LLC	$15.3M	35,462	−25,193	TRIM
306	ASR Vermogensbeheer N.V.	$15.0M	34,804	+628	ADD
307	MERCER GLOBAL ADVISORS INC /ADV	$14.9M	34,515	−826	TRIM
308	COMMONWEALTH EQUITY SERVICES, LLC	$14.9M	34,381	−1,122	TRIM
309	Addenda Capital Inc.	$14.8M	34,310	+869	ADD
310	EXCHANGE TRADED CONCEPTS, LLC	$14.8M	34,284	+9,510	ADD
311	Vinva Investment Management Ltd	$14.7M	34,341	+8,379	ADD
312	UMB Bank, n.a.	$14.7M	33,928	−2,517	TRIM
313	EVERGREEN CAPITAL MANAGEMENT LLC	$14.6M	33,654	+28,002	ADD
314	EVENTIDE ASSET MANAGEMENT, LLC	$14.6M	33,693	+14,973	ADD
315	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$14.3M	33,164	−401	TRIM
316	Federation des caisses Desjardins du Quebec	$14.3M	33,150	+11,907	ADD
317	Alley Investment Management Company, LLC	$14.3M	33,076	+13,805	ADD
318	KR Capital LP	$14.3M	33,061	—	NO PRIOR
319	OP Asset Management Ltd	$14.2M	32,870	—	NO PRIOR
320	Glenview Trust Co	$14.2M	32,804	+5,270	ADD
321	Raub Brock Capital Management LP	$14.2M	32,803	+6,514	ADD
322	Cornerstone Advisors, LLC	$14.2M	32,780	+9,508	ADD
323	Sienna Gestion	$14.1M	32,725	0	NO CHANGE
324	WS MANAGEMENT LLLP	$14.1M	32,700	+32,700	NEW
325	BAILARD, INC.	$14.1M	32,629	+1,374	ADD
326	Running Oak Capital LLC	$14.1M	32,503	+9,831	ADD
327	ABN AMRO INVESTMENT SOLUTIONS	$13.9M	32,210	−835	TRIM
328	Brookstone Capital Management	$13.9M	32,135	+10,089	ADD
329	Lido Advisors, LLC	$13.8M	31,853	−720	TRIM
330	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$13.8M	31,849	−76	TRIM
331	HFR Wealth Management, LLC	$13.5M	31,277	+7,888	ADD
332	Ethic Inc.	$13.4M	30,877	−2,134	TRIM
333	DE BURLO GROUP INC	$13.1M	30,195	−12,215	TRIM
334	YOUSIF CAPITAL MANAGEMENT, LLC	$13.0M	30,116	−1,740	TRIM
335	BRADLEY FOSTER & SARGENT INC/CT	$13.0M	29,967	−76,948	TRIM
336	BRIDGES INVESTMENT MANAGEMENT INC	$12.8M	29,672	−875	TRIM
337	CIM, LLC	$12.6M	29,207	−372	TRIM
338	HOWE & RUSLING INC	$12.6M	29,119	+629	ADD
339	MARTINGALE ASSET MANAGEMENT L P	$12.6M	29,069	−16,863	TRIM
340	Wilmington Savings Fund Society, FSB	$12.5M	29,020	+3,246	ADD
341	Trajan Wealth LLC	$12.5M	28,880	−951	TRIM
342	Norinchukin Bank, The	$12.4M	28,700	+874	ADD
343	PICTON MAHONEY ASSET MANAGEMENT	$12.3M	28,452	+8,265	ADD
344	Generali Asset Management SPA SGR	$12.3M	28,430	+629	ADD
345	Buck Wealth Strategies, LLC	$12.1M	27,926	+9,954	ADD
346	Generate Investment Management Ltd	$12.0M	27,804	+27,804	NEW
347	EVEXIA WEALTH LLC	$12.0M	32,379	+11,007	ADD
348	EULAV Asset Management	$11.9M	27,410	0	NO CHANGE
349	J. Safra Sarasin Holding AG	$11.8M	27,337	+24,402	ADD
350	ADVISORY RESEARCH INC	$11.8M	27,247	+27,247	NEW
351	Laird Norton Wetherby Trust Company, LLC	$11.7M	27,121	−1,164	TRIM
352	GLENMEDE TRUST CO NA	$11.7M	26,947	+2,660	ADD
353	F/m Investments LLC	$11.6M	26,935	−1,374	TRIM
354	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$11.6M	26,805	−40,407	TRIM
355	TD Waterhouse Canada Inc.	$11.4M	26,735	+20,286	ADD
356	Private Advisory Group LLC	$11.3M	26,142	+26,142	NEW
357	Sanctuary Advisors, LLC	$11.2M	25,821	+2,937	ADD
358	STEPHENS INC /AR/	$11.0M	25,555	+6,321	ADD
359	REGIONS FINANCIAL CORP	$11.0M	25,508	−6,205	TRIM
360	EAGLE GLOBAL ADVISORS LLC	$11.0M	25,465	+12,151	ADD
361	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$11.0M	25,446	−335	TRIM
362	Madison Asset Management, LLC	$10.9M	25,264	+24,064	ADD
363	Atlantic Union Bankshares Corp	$10.9M	25,252	+21,881	ADD
364	Pinnacle Financial Partners, Inc.	$10.9M	25,110	+682	ADD
365	Wealthfront Advisers LLC	$10.7M	24,858	−19,487	TRIM
366	CWM, LLC	$10.6M	24,481	−4,139	TRIM
367	EASTERN BANK	$10.5M	24,375	+23,057	ADD
368	Candriam S.C.A.	$10.4M	24,073	−2,264	TRIM
369	Sterling Capital Management LLC	$10.4M	23,984	−17,549	TRIM
370	Segment Wealth Management, LLC	$10.3M	23,796	−8,026	TRIM
371	WINTON GROUP Ltd	$10.2M	23,523	+23,523	NEW
372	MATTERN CAPITAL MANAGEMENT, LLC	$10.0M	23,151	+10,595	ADD
373	MIDDLETON & CO INC/MA	$10.0M	23,114	−253	TRIM
374	Dai-ichi Life Insurance Company, Ltd	$10.0M	23,068	−14,213	TRIM
375	ADVENT INTERNATIONAL, L.P.	$9.9M	23,000	+17,682	ADD
376	Calamos Wealth Management LLC	$9.9M	22,912	−757	TRIM
377	Oribel Capital Management, LP	$9.9M	22,900	+22,900	NEW
378	BEACON INVESTMENT ADVISORY SERVICES, INC.	$9.8M	22,733	−18,309	TRIM
379	Americana Partners, LLC	$9.8M	22,715	+11,334	ADD
380	&PARTNERS	$9.8M	22,634	+590	ADD
381	Illinois Municipal Retirement Fund	$9.8M	22,613	+1,738	ADD
382	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$9.7M	22,500	+10,000	ADD
383	Sequoia Financial Advisors, LLC	$9.6M	22,281	+1,768	ADD
384	WESTPAC BANKING CORP	$9.6M	22,102	+7,182	ADD
385	Kepler Cheuvreux (Suisse) SA	$9.5M	22,064	−7,022	TRIM
386	Orion Porfolio Solutions, LLC	$9.5M	21,943	−8,523	TRIM
387	Point72 Asset Management, L.P.	$9.5M	21,900	−7,080	TRIM
388	CAXTON ASSOCIATES LLP	$9.4M	21,787	+21,787	NEW
389	YHB Investment Advisors, Inc.	$9.3M	21,617	+921	ADD
390	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$9.2M	21,300	+21,300	NEW
391	PROFUND ADVISORS LLC	$9.2M	21,186	−5,134	TRIM
392	Kemnay Advisory Services Inc.	$9.1M	20,957	+3,208	ADD
393	Waverly Advisors, LLC	$9.0M	20,891	+2,965	ADD
394	Mizuho Markets Cayman LP	$9.0M	20,787	+20,787	NEW
395	DAVENPORT & Co LLC	$9.0M	20,726	+2,214	ADD
396	Capital Wealth Planning, LLC	$8.9M	20,684	+20,684	NEW
397	COMMERCE BANK	$8.9M	20,626	−4,228	TRIM
398	BAMCO INC /NY/	$8.8M	20,335	−128	TRIM
399	Turtle Creek Wealth Advisors, LLC	$8.7M	20,193	+2,928	ADD
400	Evelyn Partners Investment Management Services Ltd	$8.7M	20,031	+8,915	ADD
401	Investment Management Corp of Ontario	$8.6M	19,918	−4,077	TRIM
402	JANE STREET GROUP, LLC	$8.6M	19,903	−10,912	TRIM
403	Vest Financial, LLC	$8.6M	19,899	+7,337	ADD
404	POLEN CAPITAL MANAGEMENT LLC	$8.6M	19,853	−492,803	TRIM
405	BTC Capital Management, Inc.	$8.6M	19,793	+4,651	ADD
406	Crossmark Global Holdings, Inc.	$8.5M	19,772	—	NO PRIOR
407	Stanley Capital Management, LLC	$8.3M	19,300	+19,300	NEW
408	PATTEN & PATTEN INC/TN	$8.3M	19,292	+4,508	ADD
409	DIVERSIFY WEALTH MANAGEMENT, LLC	$8.3M	20,883	+12,017	ADD
410	GRIMES & Co WEALTH MANAGEMENT, LLC	$8.2M	18,996	−1,704	TRIM
411	CAPSTONE INVESTMENT ADVISORS, LLC	$8.2M	18,949	+13,598	ADD
412	CWA Asset Management Group, LLC	$8.2M	18,945	−1,753	TRIM
413	Azimuth Capital Investment Management LLC	$8.2M	18,929	−3,453	TRIM
414	London & Capital Asset Management Ltd	$8.1M	18,673	−109,193	TRIM
415	Danica Pension, Livsforsikringsaktieselskab	$7.8M	18,137	−6,683	TRIM
416	KING LUTHER CAPITAL MANAGEMENT CORP	$7.8M	18,108	−55,486	TRIM
417	American Money Management, LLC	$7.8M	18,036	+1,992	ADD
418	Bandera Partners LLC	$7.8M	18,000	+18,000	NEW
419	Quinn Opportunity Partners LLC	$7.8M	18,000	+7,500	ADD
420	Texas Capital Bank Wealth Management Services Inc	$7.8M	17,981	+4,183	ADD
421	D. E. Shaw & Co., Inc.	$7.8M	17,929	−135,063	TRIM
422	Atria Investments, Inc	$7.7M	17,851	−7,417	TRIM
423	TOCQUEVILLE ASSET MANAGEMENT L.P.	$7.7M	17,832	+3,802	ADD
424	BALDWIN WEALTH PARTNERS LLC/MA	$7.6M	17,573	−1,803	TRIM
425	OAK ASSOCIATES LTD /OH/	$7.6M	17,475	+17,475	NEW
426	OPPENHEIMER & CO INC	$7.5M	17,287	+2,299	ADD
427	ALLIANZ SE	$7.4M	17,194	+2,065	ADD
428	OAK RIDGE INVESTMENTS LLC	$7.4M	17,129	+84	ADD
429	Birch Hill Investment Advisors LLC	$7.3M	16,999	−71,754	TRIM
430	McKinley Carter Wealth Services, Inc.	$7.3M	16,975	−930	TRIM
431	Maytus Capital Management, LLC	$7.3M	16,969	+1,969	ADD
432	MIZUHO SECURITIES USA LLC	$7.3M	16,823	−3,478	TRIM
433	Saraza Management, LP	$7.2M	16,725	−525	TRIM
434	GHP Investment Advisors, Inc.	$7.2M	16,674	−534	TRIM
435	Metis Global Partners, LLC	$7.2M	16,605	−214	TRIM
436	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.2M	16,602	+16,602	NEW
437	Verition Fund Management LLC	$7.2M	16,558	+13,455	ADD
438	E Fund Management Co., Ltd.	$7.1M	16,438	—	NO PRIOR
439	Marietta Wealth Management, LLC	$7.0M	16,177	+2,665	ADD
440	STRATEGIC PLANNING GROUP, LLC	$6.9M	16,041	+5,021	ADD
441	Douglass Winthrop Advisors, LLC	$6.9M	16,023	+3,249	ADD
442	MAI Capital Management	$6.9M	16,009	−98	TRIM
443	Avanza Fonder AB	$6.9M	15,907	−4,217	TRIM
444	HARTFORD INVESTMENT MANAGEMENT CO	$6.9M	15,850	−252	TRIM
445	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$6.8M	15,723	−2,215	TRIM
446	Berger Financial Group, Inc	$6.8M	15,620	+12,268	ADD
447	CARDEROCK CAPITAL MANAGEMENT INC	$6.7M	15,572	+3,704	ADD
448	Vestmark Advisory Solutions, Inc.	$6.7M	15,539	+2,669	ADD
449	NFJ INVESTMENT GROUP, LLC	$6.7M	15,514	−20,385	TRIM
450	Bryn Mawr Trust Advisors, LLC	$6.7M	15,495	+12,876	ADD
451	NLB Skladi, upravljanje premozenja, d.o.o.	$6.6M	15,345	−1,419	TRIM
452	Evelyn Partners Asset Management Ltd	$6.6M	15,302	+2,979	ADD
453	Fulcrum Capital LLC	$6.6M	15,292	+290	ADD
454	OpenArc Corporate Advisory, LLC	$6.6M	15,255	+7,770	ADD
455	ITHAKA GROUP LLC	$6.6M	15,249	+317	ADD
456	Jasper Ridge Partners, L.P.	$6.6M	15,196	0	NO CHANGE
457	DIVIDEND ASSETS CAPITAL, LLC	$6.5M	15,101	+2,736	ADD
458	HARBER ASSET MANAGEMENT LLC	$6.5M	15,086	+15,086	NEW
459	Allspring Global Investments Holdings, LLC	$6.5M	15,302	−988	TRIM
460	INTECH INVESTMENT MANAGEMENT LLC	$6.4M	14,905	−45,240	TRIM
461	SummitTX Capital, L.P.	$6.4M	14,843	+14,843	NEW
462	Penobscot Investment Management Company, Inc.	$6.4M	14,841	+6,819	ADD
463	JGP Wealth Management, LLC	$6.4M	14,746	−1,317	TRIM
464	Canada Post Corp Registered Pension Plan	$6.3M	14,499	−18,811	TRIM
465	HEADINVEST, LLC	$6.1M	14,201	−249	TRIM
466	Tower Research Capital LLC (TRC)	$6.1M	14,153	−6,365	TRIM
467	Callan Family Office, LLC	$6.1M	14,003	−7,000	TRIM
468	CITIZENS FINANCIAL GROUP INC/RI	$6.0M	13,889	−3,941	TRIM
469	OMERS ADMINISTRATION Corp	$6.0M	13,792	+2,914	ADD
470	Maryland State Retirement & Pension System	$5.9M	13,714	+99	ADD
471	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$5.9M	13,705	−228	TRIM
472	Owl Creek Asset Management, L.P.	$5.9M	13,702	+13,702	NEW
473	S-Bank Fund Management Ltd	$5.9M	13,675	+2,901	ADD
474	Callahan Advisors, LLC	$5.9M	13,650	+3,529	ADD
475	Midwest Trust Co	$5.9M	13,628	−5,544	TRIM
476	D.A. DAVIDSON & CO.	$5.8M	13,516	+2,825	ADD
477	Quadrature Capital Ltd	$5.8M	13,482	+13,482	NEW
478	Clark Capital Management Group, Inc.	$5.8M	13,327	+950	ADD
479	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.7M	13,103	+972	ADD
480	Elk River Wealth Management LLC	$5.6M	13,008	−501	TRIM
481	Aptus Capital Advisors, LLC	$5.6M	12,932	−24,649	TRIM
482	NORTHSTAR ASSET MANAGEMENT INC	$5.6M	12,899	−7,874	TRIM
483	BARLOW WEALTH PARTNERS, LLC	$5.6M	14,151	−9,195	TRIM
484	Willis Investment Counsel	$5.6M	12,864	+12,864	NEW
485	Canal Capital Management, LLC	$5.5M	12,745	+2,513	ADD
486	Providence Capital Advisors, LLC	$5.5M	12,707	+5,803	ADD
487	Vise Technologies, Inc.	$5.5M	8,274	0	NO CHANGE
488	Apollon Wealth Management, LLC	$5.5M	12,661	−765	TRIM
489	Dynamic Advisor Solutions LLC	$5.4M	12,595	+2,367	ADD
490	Ameritas Investment Partners, Inc.	$5.4M	12,507	−68	TRIM
491	First Nebraska Trust Co	$5.4M	12,505	—	NO PRIOR
492	Groupe la Francaise	$5.4M	12,484	+1,948	ADD
493	Diversified Trust Co	$5.3M	12,321	+3,253	ADD
494	Siemens Fonds Invest GmbH	$5.3M	12,260	+535	ADD
495	AMG National Trust Bank	$5.3M	12,224	+11,067	ADD
496	MONTAG A & ASSOCIATES INC	$5.3M	12,143	−3,441	TRIM
497	CHANNEL WEALTH LLC	$5.2M	12,131	+11,557	ADD
498	SHEETS SMITH WEALTH MANAGEMENT	$5.2M	12,088	−3,746	TRIM
499	Advisors Asset Management, Inc.	$5.2M	11,992	−2,044	TRIM
500	Marks Group Wealth Management, Inc	$5.2M	11,940	+386	ADD

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

Congress ↔ notable managers · INTU

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 2 Dan Newhouse R–WA-4, Rick W. Allen R–GA-12 $16K–$65K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $41.2M held
Trimming: 3 Moore Capital Management, Bridgewater Associates, Fundsmith $286K held

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

Merged timeline of congressional filings and notable-manager moves on INTU
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-07-15	Rick W. Allen Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+58,998 sh
2026-05-15	Moore Capital Management 13F	TRIM	−2,302 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−29,815 sh
2026-05-15	Fundsmith 13F	EXIT	−625,619 sh
2026-05-14	Caxton Associates 13F	NEW	+21,787 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

27 members of Congress disclosed INTU — 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).