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 ↗

GARTNER INC · COM · quarter ended 2026-03-31 · 12 members disclosed IT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 577 holders are listed, largest first: 577
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $10.9B
holders whose share count rose or who opened the position (new + add), by shares: 290
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 166

Holders — quarter ended 2026-03-31

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

13F holders of IT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	6,884,501	−104,626	TRIM
2	BAMCO INC /NY/	$937M	5,917,616	+1,704,659	ADD
3	Independent Franchise Partners LLP	$728M	4,600,771	+1,292,205	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$707M	4,468,135	—	NO PRIOR
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$585M	3,693,957	—	NO PRIOR
6	AQR CAPITAL MANAGEMENT LLC	$565M	3,567,263	+1,675,259	ADD
7	STATE STREET CORP	$517M	3,266,779	−142,982	TRIM
8	HARRIS ASSOCIATES L P	$497M	3,135,774	+2,171,790	ADD
9	MORGAN STANLEY	$376M	2,377,678	−117,897	TRIM
10	GEODE CAPITAL MANAGEMENT, LLC	$349M	2,212,980	−5,910	TRIM
11	Capital International Investors	$320M	2,022,839	−1,981,254	TRIM
12	Invesco Ltd.	$320M	2,021,101	+632,784	ADD
13	FEDERATED HERMES, INC.	$268M	1,690,528	+1,650,402	ADD
14	TWO SIGMA INVESTMENTS, LP	$178M	1,127,145	+821,451	ADD
15	DEUTSCHE BANK AG\	$172M	1,083,848	−97,982	TRIM
16	UBS Group AG	$162M	1,023,293	+147,836	ADD
17	NORTHERN TRUST CORP	$138M	871,137	−58,723	TRIM
18	BANK OF AMERICA CORP /DE/	$123M	773,771	+290,499	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$122M	772,054	+145,287	ADD
20	Black Creek Investment Management Inc.	$101M	636,762	+626,858	ADD
21	Madison Asset Management, LLC	$97.1M	613,257	−62,141	TRIM
22	Legal & General Group Plc	$93.5M	590,678	−14,128	TRIM
23	FMR LLC	$79.1M	499,270	+40,864	ADD
24	DIMENSIONAL FUND ADVISORS LP	$76.8M	484,933	−113,939	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$76.5M	483,379	+24,018	ADD
26	Amundi	$76.0M	480,251	−196,677	TRIM
27	Nuveen, LLC	$68.4M	431,866	−20,518	TRIM
28	Bank of New York Mellon Corp	$67.1M	423,674	−789	TRIM
29	VANGUARD FIDUCIARY TRUST CO	$63.9M	403,618	—	NO PRIOR
30	HSBC HOLDINGS PLC	$61.2M	386,453	−527,125	TRIM
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$55.8M	352,627	+150,278	ADD
32	CITIGROUP INC	$53.0M	334,891	+152,920	ADD
33	Gotham Asset Management, LLC	$49.7M	314,074	+156,220	ADD
34	MILLENNIUM MANAGEMENT LLC	$49.3M	311,407	−284,160	TRIM
35	BARCLAYS PLC	$48.5M	306,463	+148,196	ADD
36	RENAISSANCE TECHNOLOGIES LLC	$48.3M	305,089	+226,880	ADD
37	ROYAL BANK OF CANADA	$44.0M	277,918	−29,818	TRIM
38	D. E. Shaw & Co., Inc.	$38.9M	245,851	+178,184	ADD
39	WORLDQUANT MILLENNIUM ADVISORS LLC	$36.9M	233,117	−148,396	TRIM
40	Clarkston Capital Partners, LLC	$36.4M	229,592	+117,725	ADD
41	MACKENZIE FINANCIAL CORP	$36.3M	229,202	+31,711	ADD
42	Swiss National Bank	$33.5M	211,571	+4,000	ADD
43	Artisan Partners Limited Partnership	$30.4M	192,029	+46,331	ADD
44	DIAMOND HILL CAPITAL MANAGEMENT INC	$29.6M	186,705	+186,705	NEW
45	ENVESTNET ASSET MANAGEMENT INC	$28.9M	182,779	+92,076	ADD
46	Sumitomo Mitsui Trust Group, Inc.	$28.1M	177,386	−17,363	TRIM
47	Connor, Clark & Lunn Investment Management Ltd.	$27.1M	171,232	−18,163	TRIM
48	Mitsubishi UFJ Asset Management Co., Ltd.	$25.9M	163,566	−169	TRIM
49	IEQ CAPITAL, LLC	$25.7M	162,436	+39,819	ADD
50	Vanguard Global Advisers, LLC	$24.4M	154,233	—	NO PRIOR
51	SHAPIRO CAPITAL MANAGEMENT LLC	$22.9M	144,590	+144,590	NEW
52	Quantinno Capital Management LP	$22.1M	139,677	+9,110	ADD
53	HighTower Advisors, LLC	$21.8M	137,473	+120,930	ADD
54	ALLIANCEBERNSTEIN L.P.	$21.7M	86,039	−1,227	TRIM
55	WELLS FARGO & COMPANY/MN	$20.5M	129,709	−115	TRIM
56	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$19.4M	122,773	−74,747	TRIM
57	AMERIPRISE FINANCIAL INC	$19.4M	122,430	+23,571	ADD
58	VANGUARD ASSET MANAGEMENT, Ltd	$18.9M	119,590	—	NO PRIOR
59	PRIMECAP MANAGEMENT CO/CA/	$18.6M	117,400	+5,900	ADD
60	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.0M	107,670	−270,795	TRIM
61	FRANKLIN RESOURCES INC	$16.0M	101,157	−12,893	TRIM
62	Quantum Capital Management, LLC / NJ	$15.6M	98,557	+98,557	NEW
63	Mitsubishi UFJ Trust & Banking Corp	$15.0M	94,566	−21,367	TRIM
64	Distillate Capital Partners LLC	$15.0M	94,430	+36,527	ADD
65	CWM, LLC	$14.5M	91,884	+34,200	ADD
66	Railway Pension Investments Ltd	$14.5M	91,378	0	NO CHANGE
67	PRINCIPAL FINANCIAL GROUP INC	$14.2M	89,845	−5,417	TRIM
68	Mariner, LLC	$14.1M	89,195	+31,804	ADD
69	Allianz Asset Management GmbH	$12.2M	76,904	−6,651	TRIM
70	PFA Pension, Forsikringsaktieselskab	$12.1M	76,259	+76,259	NEW
71	CITADEL ADVISORS LLC	$11.7M	73,765	+6,162	ADD
72	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.6M	73,375	+73,375	NEW
73	Foyston, Gordon & Payne Inc	$11.2M	70,749	+10,838	ADD
74	BANK OF NOVA SCOTIA	$11.2M	70,494	−124,785	TRIM
75	ISTHMUS PARTNERS, LLC	$11.1M	69,803	+32,666	ADD
76	BANK OF MONTREAL /CAN/	$11.0M	69,639	−3,895	TRIM
77	AustralianSuper Pty Ltd	$11.0M	69,340	+69,340	NEW
78	AVIVA PLC	$10.4M	65,979	+1,587	ADD
79	BNP Paribas Asset Management Holding S.A.	$10.4M	65,756	−403,581	TRIM
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.3M	65,354	−1,489	TRIM
81	Cerity Partners LLC	$9.7M	61,451	+2,360	ADD
82	APG Asset Management N.V.	$9.7M	70,300	−11,954	TRIM
83	GOODNOW INVESTMENT GROUP, LLC	$9.4M	59,383	+11,000	ADD
84	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$9.3M	58,476	−5,525	TRIM
85	Aberdeen Group plc	$9.0M	56,814	−13,572	TRIM
86	Creative Planning	$8.7M	54,991	+26,554	ADD
87	DANSKE BANK A/S	$8.6M	54,238	−2,699	TRIM
88	Lido Advisors, LLC	$8.0M	50,665	+42,852	ADD
89	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.8M	49,136	−175,863	TRIM
90	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.8M	49,064	+38,810	ADD
91	STATE OF WISCONSIN INVESTMENT BOARD	$7.7M	48,888	+9,751	ADD
92	OMERS ADMINISTRATION Corp	$7.7M	48,662	+5,928	ADD
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$7.7M	47,541	+4,205	ADD
94	FORA Capital, LLC	$7.6M	48,076	+48,076	NEW
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.4M	50,489	+19,692	ADD
96	SEI INVESTMENTS CO	$7.2M	45,218	−30,595	TRIM
97	PRUDENTIAL FINANCIAL INC	$7.0M	44,175	+3,357	ADD
98	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.9M	43,836	+17,230	ADD
99	Swedbank AB	$6.8M	42,883	−14,847	TRIM
100	Calamos Advisors LLC	$6.7M	42,081	0	NO CHANGE
101	Pictet Asset Management Holding SA	$6.6M	41,797	−474	TRIM
102	ADAGE CAPITAL PARTNERS GP, L.L.C.	$6.5M	40,900	−24,200	TRIM
103	NEW YORK STATE COMMON RETIREMENT FUND	$6.5M	40,874	−2,200	TRIM
104	STIFEL FINANCIAL CORP	$6.5M	40,827	+3,729	ADD
105	RAYMOND JAMES FINANCIAL INC	$6.4M	40,653	+3,656	ADD
106	WEDGE CAPITAL MANAGEMENT L L P/NC	$6.4M	40,420	+6,290	ADD
107	Assenagon Asset Management S.A.	$6.3M	39,963	−185,904	TRIM
108	Wealthfront Advisers LLC	$6.3M	39,695	+21,151	ADD
109	NATIONAL BANK OF CANADA /FI/	$6.1M	38,216	−8,827	TRIM
110	Rockefeller Capital Management L.P.	$6.0M	38,161	+26,709	ADD
111	Holocene Advisors, LP	$6.0M	37,709	+10,762	ADD
112	AMERICAN CENTURY COMPANIES INC	$5.7M	36,153	−59,416	TRIM
113	CIBC Bancorp USA Inc.	$5.7M	36,119	—	NO PRIOR
114	Vanguard Investments Australia, Ltd.	$5.7M	35,932	—	NO PRIOR
115	Chevy Chase Trust Holdings, LLC	$5.5M	34,707	−1,837	TRIM
116	Laurus Global Equity Management Inc.	$5.4M	34,260	0	NO CHANGE
117	ROYAL LONDON ASSET MANAGEMENT LTD	$5.3M	33,760	0	NO CHANGE
118	NICHOLAS COMPANY, INC.	$5.3M	33,195	−3,473	TRIM
119	Illinois Municipal Retirement Fund	$5.2M	32,737	−6,837	TRIM
120	Tredje AP-fonden	$5.2M	32,588	+21,231	ADD
121	TD ASSET MANAGEMENT INC	$5.2M	32,564	−6,812	TRIM
122	MERCER GLOBAL ADVISORS INC /ADV	$5.0M	31,780	+13,045	ADD
123	LPL Financial LLC	$5.0M	31,727	+13,704	ADD
124	XTX Topco Ltd	$5.0M	31,700	+12,290	ADD
125	Asset Management One Co., Ltd.	$5.0M	31,319	−1,377	TRIM
126	FIFTH THIRD BANCORP	$4.9M	30,653	+25,332	ADD
127	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$4.8M	30,436	—	NO PRIOR
128	NOMURA ASSET MANAGEMENT CO LTD	$4.7M	29,432	+533	ADD
129	Edgestream Partners, L.P.	$4.6M	28,873	−3,848	TRIM
130	SEB Asset Management AB	$4.5M	28,587	—	NO PRIOR
131	VICTORY CAPITAL MANAGEMENT INC	$4.5M	28,342	−377,906	TRIM
132	Swiss Life Asset Management Ltd	$4.4M	27,703	−27,109	TRIM
133	Cetera Investment Advisers	$4.3M	26,903	+12,831	ADD
134	KLP KAPITALFORVALTNING AS	$4.2M	26,790	0	NO CHANGE
135	Ruffer LLP	$4.2M	26,408	+26,408	NEW
136	Resona Asset Management Co.,Ltd.	$4.1M	26,001	−218,512	TRIM
137	State of New Jersey Common Pension Fund D	$4.0M	25,384	−235	TRIM
138	M&T BANK CORP	$3.9M	24,707	+1,692	ADD
139	FIRST TRUST ADVISORS LP	$3.9M	24,647	−1,162	TRIM
140	Lansforsakringar Fondforvaltning AB (publ)	$3.8M	24,113	−87	TRIM
141	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.7M	23,635	−47,585	TRIM
142	Triad Investment Management	$3.7M	23,602	+12,696	ADD
143	Man Group plc	$3.7M	23,423	+7,562	ADD
144	AGF MANAGEMENT LTD	$3.7M	23,361	+7,810	ADD
145	Crown Oak Advisors, LLC	$3.7M	23,361	+177	ADD
146	OPPENHEIMER ASSET MANAGEMENT INC.	$3.6M	22,951	−17,559	TRIM
147	Sendero Wealth Management, LLC	$3.5M	22,201	+22,201	NEW
148	TORONTO DOMINION BANK	$3.5M	22,154	−12,641	TRIM
149	MAI Capital Management	$3.5M	21,994	+2,393	ADD
150	Vinva Investment Management Ltd	$3.4M	21,152	+21,152	NEW
151	Strategic Global Advisors, LLC	$3.3M	20,983	−270	TRIM
152	National Pension Service	$3.3M	20,931	+20,931	NEW
153	CastleKnight Management LP	$3.3M	20,700	+20,700	NEW
154	Tidal Investments LLC	$3.2M	20,519	+6,556	ADD
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$3.2M	20,398	−1,766	TRIM
156	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.2M	20,347	−400	TRIM
157	Vanguard Personalized Indexing Management, LLC	$3.2M	20,225	+9,967	ADD
158	Corient Private Wealth LLC	$3.2M	20,348	−23,192	TRIM
159	XPONANCE LLC	$3.1M	19,670	+862	ADD
160	MetLife Investment Management, LLC	$3.1M	19,615	−1,240	TRIM
161	Arizona State Retirement System	$3.1M	19,599	−1,172	TRIM
162	Focus Partners Wealth	$3.1M	19,515	+3,172	ADD
163	Czech National Bank	$3.0M	19,187	+181	ADD
164	GHP Investment Advisors, Inc.	$3.0M	18,896	−6,673	TRIM
165	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$3.0M	18,680	+18,680	NEW
166	Daiwa Securities Group Inc.	$2.9M	18,610	+3,734	ADD
167	UniSuper Management Pty Ltd	$2.9M	18,566	+570	ADD
168	Pathstone Holdings, LLC	$2.8M	17,774	+10,505	ADD
169	Ashton Thomas Private Wealth, LLC	$2.8M	17,734	+4,580	ADD
170	AXQ CAPITAL, LP	$2.7M	17,117	+13,685	ADD
171	NISA INVESTMENT ADVISORS, LLC	$2.7M	17,031	−541	TRIM
172	CIBC Asset Management Inc	$2.7M	17,003	−94	TRIM
173	Rafferty Asset Management, LLC	$2.6M	16,609	−5,990	TRIM
174	Mirae Asset Global Investments Co., Ltd.	$2.6M	16,547	+1,655	ADD
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.6M	16,411	−355	TRIM
176	USS Investment Management Ltd	$2.5M	15,989	+932	ADD
177	CAXTON ASSOCIATES LLP	$2.5M	15,836	+3,099	ADD
178	Grantham, Mayo, Van Otterloo & Co. LLC	$2.5M	15,791	+15,791	NEW
179	Neo Ivy Capital Management	$2.5M	15,701	+14,712	ADD
180	VOYA INVESTMENT MANAGEMENT LLC	$2.5M	15,609	−551	TRIM
181	IFM Investors Pty Ltd	$2.4M	15,191	+60	ADD
182	Retirement Systems of Alabama	$2.4M	14,961	−371	TRIM
183	Empowered Funds, LLC	$2.3M	14,837	+14,837	NEW
184	BLAIR WILLIAM & CO/IL	$2.3M	14,506	−108,046	TRIM
185	WESTFIELD CAPITAL MANAGEMENT CO LP	$2.3M	14,370	0	NO CHANGE
186	Woodline Partners LP	$2.2M	13,862	+1,497	ADD
187	DnB Asset Management AS	$2.1M	13,516	−1,429	TRIM
188	ProShare Advisors LLC	$2.1M	13,159	−6,644	TRIM
189	Sivia Capital Partners, LLC	$2.1M	13,090	+9,553	ADD
190	L2 Asset Management, LLC	$2.0M	12,871	+12,871	NEW
191	Janus Henderson Group Ltd.	$2.0M	12,566	+674	ADD
192	Elo Mutual Pension Insurance Co	$2.0M	12,525	−978	TRIM
193	OSAIC HOLDINGS, INC.	$2.0M	12,347	−1,122	TRIM
194	Brevan Howard Capital Management LP	$1.9M	12,192	+10,787	ADD
195	Korea Investment CORP	$1.9M	11,903	−33,783	TRIM
196	Financial Advisors Network, Inc.	$1.9M	11,873	—	NO PRIOR
197	Ensign Peak Advisors, Inc	$1.8M	11,660	+1,120	ADD
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.8M	11,656	−399	TRIM
199	Utah Retirement Systems	$1.8M	11,393	−956	TRIM
200	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	11,259	+11,259	NEW
201	Fisher Funds Management LTD	$1.7M	11,035	−151,579	TRIM
202	Summit Trail Advisors, LLC	$1.7M	10,919	+5,292	ADD
203	BROWN ADVISORY INC	$1.7M	10,853	−19,025	TRIM
204	Candriam S.C.A.	$1.7M	10,739	−737	TRIM
205	&PARTNERS	$1.7M	10,729	+2,107	ADD
206	Rakuten Investment Management, Inc.	$1.7M	10,536	+900	ADD
207	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	10,317	−150	TRIM
208	Aware Super Pty Ltd as trustee of Aware Super	$1.6M	10,314	—	NO PRIOR
209	Vident Advisory, LLC	$1.6M	10,294	+7,217	ADD
210	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.6M	10,273	−479	TRIM
211	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.6M	9,940	−3,478	TRIM
212	Eurizon Capital SGR S.p.A.	$1.6M	9,906	−6,971	TRIM
213	NEOS Investment Management LLC	$1.6M	9,830	+7,447	ADD
214	CREDIT AGRICOLE S A	$1.5M	9,756	+3,163	ADD
215	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.5M	9,619	−313	TRIM
216	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	9,247	+7,198	ADD
217	Plato Investment Management Ltd	$1.4M	9,002	0	NO CHANGE
218	BALYASNY ASSET MANAGEMENT L.P.	$1.4M	8,974	+7,895	ADD
219	Ethic Inc.	$1.4M	8,857	−479	TRIM
220	MATTERN CAPITAL MANAGEMENT, LLC	$1.4M	8,746	+8,746	NEW
221	Merit Financial Group, LLC	$1.4M	8,724	+200	ADD
222	Quantbot Technologies LP	$1.4M	8,573	+4,666	ADD
223	Focus Partners Advisor Solutions, LLC	$1.4M	8,571	+3,228	ADD
224	CANADA PENSION PLAN INVESTMENT BOARD	$1.3M	8,517	−3,393	TRIM
225	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.3M	8,474	−14,915	TRIM
226	Knollwood Investment Advisory, LLC	$1.3M	8,400	0	NO CHANGE
227	SHELTON CAPITAL MANAGEMENT	$1.3M	8,321	0	NO CHANGE
228	YOUSIF CAPITAL MANAGEMENT, LLC	$1.3M	8,188	−41	TRIM
229	Federation des caisses Desjardins du Quebec	$1.3M	8,100	−549	TRIM
230	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	8,057	−200	TRIM
231	OP Asset Management Ltd	$1.2M	7,841	—	NO PRIOR
232	NORDEA INVESTMENT MANAGEMENT AB	$1.2M	7,721	+10	ADD
233	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.2M	7,640	−296,239	TRIM
234	Linden Thomas Advisory Services, LLC	$1.2M	7,610	+365	ADD
235	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,492	−246	TRIM
236	Robeco Institutional Asset Management B.V.	$1.2M	7,359	−535	TRIM
237	Aristotle Capital Boston, LLC	$1.1M	7,183	−118	TRIM
238	CSS LLC/IL	$1.1M	7,160	+3,970	ADD
239	Avanza Fonder AB	$1.1M	7,078	0	NO CHANGE
240	PRINCIPAL SECURITIES, INC.	$1.1M	6,968	+6,968	NEW
241	HB Wealth Management, LLC	$1.1M	6,753	+4,606	ADD
242	STOREBRAND ASSET MANAGEMENT AS	$1.0M	6,619	—	NO PRIOR
243	Banque Cantonale Vaudoise	$1.0M	6,368	−6,184	TRIM
244	Fideuram Asset Management (Ireland) dac	$996K	4,288	+4,275	ADD
245	Chicago Partners Investment Group LLC	$976K	6,216	+2,796	ADD
246	EntryPoint Capital, LLC	$967K	6,106	+3,331	ADD
247	Krilogy Financial LLC	$951K	6,113	+1,644	ADD
248	Brooklyn Investment Group	$925K	5,839	+2,081	ADD
249	TRUIST FINANCIAL CORP	$919K	5,804	−2,010	TRIM
250	MACQUARIE GROUP LTD	$908K	5,735	−4,201	TRIM
251	COMMONWEALTH EQUITY SERVICES, LLC	$903K	5,706	+158	ADD
252	Monte Financial Group, LLC	$873K	5,514	+436	ADD
253	Crossmark Global Holdings, Inc.	$829K	5,235	—	NO PRIOR
254	Investment Management Corp of Ontario	$815K	5,144	−1,222	TRIM
255	US BANCORP \DE\	$802K	5,066	−180	TRIM
256	Baird Financial Group, Inc.	$802K	5,064	+5,064	NEW
257	Numerai GP LLC	$790K	4,987	+4,987	NEW
258	Bull Harbor Capital LLC	$789K	4,980	—	NO PRIOR
259	Perbak Capital Partners LLP	$759K	4,792	+2,983	ADD
260	Kendall Capital Management	$758K	4,788	−415	TRIM
261	WELLINGTON MANAGEMENT GROUP LLP	$757K	4,783	+146	ADD
262	Sequoia Financial Advisors, LLC	$751K	4,744	+1,644	ADD
263	MCDONALD PARTNERS LLC	$735K	4,640	0	NO CHANGE
264	Leonteq Securities AG	$723K	4,564	+2,205	ADD
265	Metis Global Partners, LLC	$718K	4,534	+445	ADD
266	Sanctuary Advisors, LLC	$709K	4,475	+976	ADD
267	Impact Partnership Wealth, LLC	$704K	4,445	+745	ADD
268	J. Safra Sarasin Holding AG	$698K	4,414	+589	ADD
269	Allspring Global Investments Holdings, LLC	$694K	4,483	+638	ADD
270	NOVEM GROUP	$693K	4,375	+355	ADD
271	180 WEALTH ADVISORS, LLC	$686K	4,335	+4,335	NEW
272	PANAGORA ASSET MANAGEMENT INC	$685K	4,324	0	NO CHANGE
273	MIZUHO SECURITIES USA LLC	$674K	4,259	−989	TRIM
274	Norinchukin Bank, The	$668K	4,216	−40	TRIM
275	NewEdge Advisors, LLC	$658K	4,155	+4,155	NEW
276	WADDELL & ASSOCIATES, LLC	$656K	4,145	+2,356	ADD
277	COLDSTREAM CAPITAL MANAGEMENT INC	$636K	4,014	+689	ADD
278	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$632K	3,993	−308	TRIM
279	Vontobel Holding Ltd.	$632K	3,990	−2,177	TRIM
280	HARTFORD INVESTMENT MANAGEMENT CO	$632K	3,989	−170	TRIM
281	Connecticut Wealth Management, LLC	$629K	3,971	−1,571	TRIM
282	Perigon Wealth Management, LLC	$615K	3,885	−580	TRIM
283	Frec Markets, Inc.	$605K	3,821	+2,414	ADD
284	Allworth Financial LP	$599K	3,785	+1,973	ADD
285	Shade Tree Advisors LLC	$592K	3,740	0	NO CHANGE
286	Atom Investors LP	$590K	3,728	+3,728	NEW
287	Waverly Advisors, LLC	$587K	3,707	+1,740	ADD
288	Westerkirk Capital Inc.	$584K	3,691	0	NO CHANGE
289	Counterpoint Mutual Funds LLC	$583K	3,682	+3,682	NEW
290	Generali Asset Management SPA SGR	$579K	3,656	+86	ADD
291	EVERGREEN CAPITAL MANAGEMENT LLC	$570K	3,600	+1,837	ADD
292	MML INVESTORS SERVICES, LLC	$563K	3,556	+1,966	ADD
293	FIDUCIARY TRUST CO	$560K	3,537	+346	ADD
294	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$560K	3,534	−6,703	TRIM
295	Marshall Financial Group, LLC	$559K	3,532	+203	ADD
296	SCHRODER INVESTMENT MANAGEMENT GROUP	$555K	3,507	−82	TRIM
297	EVOLVE PRIVATE WEALTH, LLC	$541K	3,419	+178	ADD
298	B. Metzler seel. Sohn & Co. AG	$541K	3,418	0	NO CHANGE
299	Blackstone Inc.	$539K	3,401	+3,401	NEW
300	NorthCrest Asset Manangement, LLC	$538K	3,411	+356	ADD
301	Maryland State Retirement & Pension System	$536K	3,387	−435	TRIM
302	GREENLEAF TRUST	$525K	3,318	+2,127	ADD
303	ASR Vermogensbeheer N.V.	$510K	3,222	+36	ADD
304	E. Ohman J:or Asset Management AB	$502K	3,170	0	NO CHANGE
305	Orion Porfolio Solutions, LLC	$501K	3,166	−7,659	TRIM
306	New Age Alpha Advisors, LLC	$501K	3,164	−334	TRIM
307	EXENCIAL WEALTH ADVISORS, LLC	$500K	3,157	−34,605	TRIM
308	NOMURA HOLDINGS INC	$499K	3,154	+642	ADD
309	CITIZENS FINANCIAL GROUP INC/RI	$499K	3,151	+2,025	ADD
310	Oak Thistle LLC	$495K	3,129	+3,129	NEW
311	Walleye Capital LLC	$491K	3,103	+3,092	ADD
312	Engineers Gate Manager LP	$491K	3,100	−10,701	TRIM
313	Robertson Stephens Wealth Management, LLC	$475K	3,002	+372	ADD
314	Curi Capital, LLC	$471K	2,974	−3,795	TRIM
315	Laird Norton Wetherby Trust Company, LLC	$467K	2,949	+318	ADD
316	Kestra Advisory Services, LLC	$466K	2,941	−691	TRIM
317	MUFG Securities EMEA plc	$457K	2,888	−67	TRIM
318	KESTRA PRIVATE WEALTH SERVICES, LLC	$457K	2,886	+173	ADD
319	Callan Family Office, LLC	$457K	2,884	+756	ADD
320	ARQ WEALTH ADVISORS, LLC	$441K	2,784	+2,784	NEW
321	Pure Financial Advisors, LLC	$434K	2,738	+121	ADD
322	TOKIO MARINE ASSET MANAGEMENT CO LTD	$433K	2,732	0	NO CHANGE
323	DAYMARK WEALTH PARTNERS, LLC	$430K	2,717	+2,717	NEW
324	Vise Technologies, Inc.	$430K	1,705	0	NO CHANGE
325	Empirical Finance, LLC	$427K	2,697	−7	TRIM
326	BOOTHBAY FUND MANAGEMENT, LLC	$425K	2,686	+1,432	ADD
327	VestGen Advisors, LLC	$423K	2,764	+2,764	NEW
328	Saudi Central Bank	$421K	2,660	+2,660	NEW
329	Steward Partners Investment Advisory, LLC	$421K	2,658	+227	ADD
330	Global X Japan Co., Ltd.	$420K	2,650	+114	ADD
331	GLOBEFLEX CAPITAL L P	$419K	2,648	0	NO CHANGE
332	SBI Okasan Asset Management Co.Ltd.	$414K	2,600	0	NO CHANGE
333	WELCH & FORBES LLC	$412K	2,600	0	NO CHANGE
334	Arax Advisory Partners	$412K	2,599	+2,020	ADD
335	AlphaCore Capital LLC	$408K	2,579	+2,579	NEW
336	OFI INVEST ASSET MANAGEMENT	$404K	2,550	+916	ADD
337	Baker Avenue Asset Management, LP	$403K	2,544	+2,544	NEW
338	JOHNSON INVESTMENT COUNSEL INC	$400K	2,528	+787	ADD
339	Harbor Advisors LLC	$396K	2,500	0	NO CHANGE
340	Snowden Capital Advisors LLC	$396K	2,498	+680	ADD
341	BUCKHEAD CAPITAL MANAGEMENT LLC	$392K	2,475	+345	ADD
342	Atlantic Union Bankshares Corp	$390K	2,460	−329	TRIM
343	SIGNATUREFD, LLC	$385K	2,433	+1,434	ADD
344	Pallas Capital Advisors LLC	$383K	2,416	−5,254	TRIM
345	Dorsey & Whitney Trust CO LLC	$374K	2,359	+1,223	ADD
346	Aster Capital Management (DIFC) Ltd	$369K	880	+339	ADD
347	NATIXIS	$366K	2,312	−34,781	TRIM
348	PRUDENTIAL PLC	$363K	2,293	0	NO CHANGE
349	Clear Creek Financial Management, LLC	$363K	2,291	+172	ADD
350	MCF Advisors LLC	$360K	2,273	—	NO PRIOR
351	Savvy Advisors, Inc.	$358K	2,263	+632	ADD
352	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$357K	2,255	−48	TRIM
353	ABN AMRO INVESTMENT SOLUTIONS	$356K	2,250	−16,775	TRIM
354	QUADRANT CAPITAL GROUP LLC	$356K	2,246	+778	ADD
355	Jefferies Financial Group Inc.	$353K	2,232	−1,665	TRIM
356	EVOKE WEALTH, LLC	$351K	2,217	+881	ADD
357	Chicago Capital, LLC	$348K	2,200	0	NO CHANGE
358	Institute for Wealth Management, LLC.	$347K	2,191	−21	TRIM
359	Haven Private, LLC	$345K	2,180	−3	TRIM
360	Atria Investments, Inc	$345K	2,178	−2,876	TRIM
361	North Dakota State Investment Board	$341K	2,153	−415	TRIM
362	HM PAYSON & CO	$339K	2,142	−508	TRIM
363	INCEPTIONR LLC	$336K	2,125	+154	ADD
364	Pine Valley Investments Ltd Liability Co	$336K	2,123	−1,239	TRIM
365	Main Street Research LLC	$335K	2,115	+2,115	NEW
366	CONNABLE OFFICE INC	$333K	2,100	0	NO CHANGE
367	Quadrature Capital Ltd	$320K	2,021	−6,302	TRIM
368	Capital Investment Counsel, Inc	$317K	2,000	−90	TRIM
369	E Fund Management Co., Ltd.	$316K	1,996	—	NO PRIOR
370	GUGGENHEIM CAPITAL LLC	$314K	1,986	−664	TRIM
371	EARNED WEALTH ADVISORS, LLC	$312K	1,971	+1,105	ADD
372	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$311K	1,414	+97	ADD
373	MUFG SECURITIES AMERICAS INC.	$309K	1,949	+7	ADD
374	Bridgefront Capital, LLC	$299K	1,887	+309	ADD
375	Private Advisor Group, LLC	$298K	1,879	+263	ADD
376	Squarepoint Ops LLC	$297K	1,873	−48	TRIM
377	Caerus Investment Advisors, LLC	$296K	1,872	−1,499	TRIM
378	Qtron Investments LLC	$296K	1,871	0	NO CHANGE
379	Financial Solutions Advisory Group, Inc.	$295K	1,862	—	NO PRIOR
380	SECURIAN ASSET MANAGEMENT, INC	$295K	1,860	−100	TRIM
381	IMC-Chicago, LLC	$282K	1,784	+1,784	NEW
382	Flagship Private Wealth, LLC	$278K	1,753	0	NO CHANGE
383	Malaga Cove Capital, LLC	$275K	1,736	+1,736	NEW
384	Resonant Capital Advisors, LLC	$271K	1,712	−2,083	TRIM
385	Rothschild Wealth LLC	$271K	1,711	+394	ADD
386	Syntegra Private Wealth Group, LLC	$270K	1,708	−170	TRIM
387	Johnson Financial Group, LLC	$270K	1,706	+1,706	NEW
388	COMMERCE BANK	$267K	1,685	−279	TRIM
389	MATHER GROUP, LLC.	$260K	1,645	+1,645	NEW
390	Apollon Wealth Management, LLC	$260K	1,643	+541	ADD
391	Clearstead Advisors, LLC	$260K	1,639	+18	ADD
392	JANE STREET GROUP, LLC	$259K	1,637	−172,505	TRIM
393	Wick Capital Partners, LLC	$259K	1,634	+474	ADD
394	Ballentine Partners, LLC	$256K	1,618	−545	TRIM
395	Lombard Odier Asset Management (USA) Corp	$249K	1,572	+1,572	NEW
396	Meeder Advisory Services, Inc.	$249K	1,570	+336	ADD
397	POLEN CAPITAL MANAGEMENT LLC	$245K	1,549	−7,204	TRIM
398	Dynasty Wealth Management, LLC	$243K	1,534	+69	ADD
399	SYM FINANCIAL Corp	$243K	1,533	+25	ADD
400	PINNACLE ASSOCIATES LTD	$242K	1,527	+1,527	NEW
401	Pinnacle Wealth Management Advisory Group, LLC	$242K	1,527	+1,527	NEW
402	Arlington Partners LLC	$239K	1,509	+1,509	NEW
403	KEYBANK NATIONAL ASSOCIATION/OH	$237K	1,495	+18	ADD
404	GTS SECURITIES LLC	$236K	1,489	+1,489	NEW
405	WESTPAC BANKING CORP	$234K	1,480	+975	ADD
406	waypoint wealth counsel	$233K	1,473	−582	TRIM
407	GenTrust, LLC	$233K	1,472	+309	ADD
408	Checchi Capital Advisers, LLC	$229K	1,447	+262	ADD
409	OSLO PENSJONSFORSIKRING AS	$227K	1,436	—	NO PRIOR
410	HUB Investment Partners, LLC	$223K	1,411	−82	TRIM
411	UMB Bank, n.a.	$223K	1,408	+729	ADD
412	CHOREO, LLC	$221K	1,396	−379	TRIM
413	TEMA ETFS LLC	$221K	1,396	+7	ADD
414	Cynosure Group, LLC	$217K	1,373	−3,844	TRIM
415	ANGELES WEALTH MANAGEMENT, LLC	$217K	1,370	+1,370	NEW
416	AE Wealth Management LLC	$212K	1,341	+260	ADD
417	STEPHENS INC /AR/	$211K	1,334	−142	TRIM
418	JOURNEY STRATEGIC WEALTH LLC	$211K	1,334	+368	ADD
419	Applied Finance Capital Management, LLC	$211K	1,332	−218	TRIM
420	Americana Partners, LLC	$211K	1,330	+1,330	NEW
421	Envestnet Portfolio Solutions, Inc.	$210K	1,327	+1,327	NEW
422	Family Office Research LLC	$209K	1,321	0	NO CHANGE
423	Abundance Wealth Counselors	$209K	1,320	+1,320	NEW
424	Compound Planning, Inc.	$207K	1,308	+1,308	NEW
425	PCM Encore, LLC	$207K	1,308	+470	ADD
426	Bison Wealth, LLC	$204K	1,413	+1,413	NEW
427	EXCHANGE TRADED CONCEPTS, LLC	$191K	1,205	+334	ADD
428	Bayforest Capital Ltd	$190K	1,200	+1,200	NEW
429	Cardinal Capital Management	$179K	1,133	+1,133	NEW
430	Siemens Fonds Invest GmbH	$172K	1,087	0	NO CHANGE
431	Tower Research Capital LLC (TRC)	$154K	971	−2,454	TRIM
432	Board of the Pension Protection Fund	$146K	920	+680	ADD
433	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$143K	903	−42	TRIM
434	Smartleaf Asset Management LLC	$134K	841	−336	TRIM
435	DARA CAPITAL US, INC.	$105K	665	0	NO CHANGE
436	MilWealth Group LLC	$104K	654	0	NO CHANGE
437	Ameritas Investment Partners, Inc.	$102K	645	−2,705	TRIM
438	FIL Ltd	$86.5K	546	−471	TRIM
439	ASSETMARK, INC	$80.1K	506	+306	ADD
440	Sterling Capital Management LLC	$79.6K	503	−24	TRIM
441	Livforsakringsbolaget Skandia, Omsesidigt	$79.1K	500	0	NO CHANGE
442	Pinnacle Wealth Planning Services, Inc.	$77.7K	491	−95	TRIM
443	Transamerica Financial Advisors, LLC	$69.7K	440	+434	ADD
444	True Wealth Design, LLC	$69.4K	438	+19	ADD
445	Grove Bank & Trust	$61.9K	391	−64	TRIM
446	Destiny Wealth Partners, LLC	$60.2K	380	+380	NEW
447	Bollard Group LLC	$57.7K	364,462	+94,718	ADD
448	Owl Creek Wealth Partners LLC	$54.6K	345	—	NO PRIOR
449	Aquatic Capital Management LLC	$45.6K	288	−19,912	TRIM
450	NATIXIS ADVISORS, LLC	$41.0K	258,772	−17,313	TRIM
451	Cassaday & Co Wealth Management LLC	$34.4K	217	+217	NEW
452	Caldwell Trust Co	$31.7K	200	0	NO CHANGE
453	Parkside Financial Bank & Trust	$30.9K	195	−26	TRIM
454	CYBER HORNET ETFs LLC	$30.4K	196	−30	TRIM
455	Cromwell Holdings LLC	$29.5K	186	−77	TRIM
456	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$28.5K	180	0	NO CHANGE
457	Community Financial Services Group, LLC	$28.2K	182	+182	NEW
458	Bell Investment Advisors, Inc	$27.2K	172	+74	ADD
459	Vanguard National Trust Co	$24.2K	153	—	NO PRIOR
460	CVA Family Office, LLC	$24.1K	152	−290	TRIM
461	Larson Financial Group LLC	$22.8K	144	−118	TRIM
462	Keating Financial Advisory Services, Inc.	$22.3K	141	+80	ADD
463	DekaBank Deutsche Girozentrale	$21.6K	134,054	0	NO CHANGE
464	PRIVATE TRUST CO NA	$21.5K	136	−28	TRIM
465	MV CAPITAL MANAGEMENT, INC.	$21.1K	133	+88	ADD
466	SJS Investment Consulting Inc.	$21.1K	133	−242	TRIM
467	Blue Trust, Inc.	$20.7K	131	−102	TRIM
468	Quarry LP	$17.6K	111	+111	NEW
469	Ritter Daniher Financial Advisory LLC / DE	$17.4K	110	0	NO CHANGE
470	Rakuten Securities, Inc.	$16.8K	106	+2	ADD
471	ENTRUST FINANCIAL LLC	$16.5K	104	0	NO CHANGE
472	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$16.4K	106	+36	ADD
473	STANCE CAPITAL LLC	$15.8K	100	+100	NEW
474	BARTLETT & CO. WEALTH MANAGEMENT LLC	$14.9K	101	+4	ADD
475	SBI Securities Co., Ltd.	$13.0K	82	0	NO CHANGE
476	SFAM, LLC	$11.9K	75	0	NO CHANGE
477	Addison Advisors LLC	$11.6K	73	+29	ADD
478	HRT FINANCIAL LP	$11.2K	70,665	−26,814	TRIM
479	Manchester Capital Management LLC	$10.1K	64	+21	ADD
480	Wealth Enhancement Trust Services, Inc.	$10.1K	64	0	NO CHANGE
481	CANADA LIFE ASSURANCE Co	$10.1K	63,395	+2,509	ADD
482	VEGA INVESTMENT SOLUTIONS	$10.0K	63	0	NO CHANGE
483	Activest Wealth Management	$9.7K	61	−56	TRIM
484	WealthCollab, LLC	$9.5K	60	+60	NEW
485	Frazier Financial Advisors, LLC	$9.3K	59	0	NO CHANGE
486	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$9.1K	57,565	0	NO CHANGE
487	Measured Wealth Private Client Group, LLC	$8.9K	56	0	NO CHANGE
488	Physician Wealth Advisors, Inc.	$8.6K	54	−46	TRIM
489	JPL Wealth Management, LLC	$8.6K	54	+54	NEW
490	FARMERS & MERCHANTS INVESTMENTS INC	$8.6K	54	0	NO CHANGE
491	Asset Dedication, LLC	$8.4K	53	−227	TRIM
492	Meramec Financial Planners, LLC	$7.3K	47	0	NO CHANGE
493	CHILTON CAPITAL MANAGEMENT LLC	$7.1K	45	0	NO CHANGE
494	Wilmington Savings Fund Society, FSB	$7.1K	45	0	NO CHANGE
495	Investment Research & Advisory Group, Inc.	$6.8K	43	0	NO CHANGE
496	WPG Advisers, LLC	$6.8K	43	+2	ADD
497	CENTRAL TRUST Co	$6.7K	42	0	NO CHANGE
498	Salomon & Ludwin, LLC	$6.6K	42	−34	TRIM
499	ACADIAN ASSET MANAGEMENT LLC	$6.4K	40,190	+22,130	ADD
500	Annis Gardner Whiting Capital Advisors, LLC	$5.7K	36	+28	ADD

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

Congress ↔ notable managers · IT

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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 $52.2M held
Trimming: 1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on IT
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+156,220 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−49,174 sh
2026-05-14	Caxton Associates 13F	ADD	+3,099 sh

3 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

12 members of Congress disclosed IT — 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).