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 ↗

JACOBS SOLUTIONS INC · COM · quarter ended 2026-03-31 · 8 members disclosed J ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 729 holders are listed, largest first: 729
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $11.8B
holders whose share count rose or who opened the position (new + add), by shares: 306
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 84

Holders — quarter ended 2026-03-31

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

13F holders of J ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.3B	10,488,712	+864,780	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$972M	7,632,811	—	NO PRIOR
3	STATE STREET CORP	$923M	7,252,560	−115,268	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$606M	4,759,873	—	NO PRIOR
5	PRIMECAP MANAGEMENT CO/CA/	$575M	4,515,479	−10,480	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$413M	3,255,944	+36,463	ADD
7	MORGAN STANLEY	$399M	3,132,637	−247,044	TRIM
8	Invesco Ltd.	$369M	2,900,391	+254,017	ADD
9	Boston Partners	$309M	2,429,924	−17,956	TRIM
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$214M	1,677,960	−62,899	TRIM
11	Allspring Global Investments Holdings, LLC	$212M	1,653,485	−733,730	TRIM
12	AMERIPRISE FINANCIAL INC	$208M	1,632,621	−68,973	TRIM
13	BANK OF AMERICA CORP /DE/	$198M	1,555,970	−391,731	TRIM
14	Focus Partners Wealth	$175M	1,371,478	+32,780	ADD
15	NORTHERN TRUST CORP	$162M	1,274,372	−8,680	TRIM
16	LAZARD ASSET MANAGEMENT LLC	$153M	1,202,807	−276,582	TRIM
17	AQR CAPITAL MANAGEMENT LLC	$152M	1,198,535	+446,716	ADD
18	DIMENSIONAL FUND ADVISORS LP	$142M	1,115,663	−34,571	TRIM
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$141M	1,104,029	+330,829	ADD
20	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$112M	882,012	+21,476	ADD
21	BARCLAYS PLC	$108M	852,308	+497,528	ADD
22	Amundi	$108M	849,375	+166,467	ADD
23	FIRST TRUST ADVISORS LP	$104M	820,040	+349,826	ADD
24	TWO SIGMA INVESTMENTS, LP	$104M	818,443	+399,038	ADD
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$103M	807,523	+6,877	ADD
26	ROYAL BANK OF CANADA	$95.8M	752,570	−60,709	TRIM
27	CI INVESTMENTS INC.	$95.1M	747,249	−7,248	TRIM
28	L1 Capital International Pty Ltd	$90.9M	714,271	−9,262	TRIM
29	Legal & General Group Plc	$86.8M	681,711	−67,392	TRIM
30	VANGUARD FIDUCIARY TRUST CO	$84.2M	661,536	—	NO PRIOR
31	Bank of New York Mellon Corp	$81.4M	639,270	−79,456	TRIM
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$78.8M	619,224	+41,700	ADD
33	DEUTSCHE BANK AG\	$77.7M	610,487	+142,020	ADD
34	Janus Henderson Group Ltd.	$72.5M	569,689	+101,137	ADD
35	UBS Group AG	$71.3M	559,927	−8,548	TRIM
36	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$65.0M	510,722	+510,722	NEW
37	Robeco Institutional Asset Management B.V.	$52.1M	409,132	−3,349	TRIM
38	Vontobel Holding Ltd.	$49.7M	390,811	+29,699	ADD
39	RENAISSANCE TECHNOLOGIES LLC	$49.6M	390,000	+159,000	ADD
40	Nuveen, LLC	$48.1M	378,044	+45,617	ADD
41	Swiss National Bank	$44.1M	346,500	+19,500	ADD
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$41.7M	327,432	−247,418	TRIM
43	Sumitomo Mitsui Trust Group, Inc.	$39.2M	307,834	−17,473	TRIM
44	TODD ASSET MANAGEMENT LLC	$38.8M	304,499	−1,613	TRIM
45	Robeco Schweiz AG	$38.6M	303,330	+34,776	ADD
46	CITADEL ADVISORS LLC	$38.1M	299,454	−229,671	TRIM
47	HSBC HOLDINGS PLC	$36.9M	290,401	−175,015	TRIM
48	CIDEL ASSET MANAGEMENT INC	$36.9M	289,641	−20,830	TRIM
49	WELLS FARGO & COMPANY/MN	$35.7M	280,792	+3,085	ADD
50	Gotham Asset Management, LLC	$35.2M	276,200	+146,092	ADD
51	Mitsubishi UFJ Asset Management Co., Ltd.	$33.6M	264,351	+15,950	ADD
52	ALLIANCEBERNSTEIN L.P.	$33.4M	252,496	−12,301	TRIM
53	Vanguard Global Advisers, LLC	$32.7M	256,641	—	NO PRIOR
54	RHUMBLINE ADVISERS	$32.3M	254,045	+870	ADD
55	ENVESTNET ASSET MANAGEMENT INC	$31.9M	250,940	−17,899	TRIM
56	HENNESSY ADVISORS INC	$31.9M	250,500	−26,200	TRIM
57	CAPSTONE INVESTMENT ADVISORS, LLC	$31.8M	249,968	−682	TRIM
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$30.5M	239,802	−16,272	TRIM
59	WATERS PARKERSON & CO., LLC	$29.7M	232,956	+6,828	ADD
60	ZWJ INVESTMENT COUNSEL INC	$27.8M	218,295	−1,284	TRIM
61	RAYMOND JAMES FINANCIAL INC	$26.1M	205,019	+18,273	ADD
62	SEI INVESTMENTS CO	$25.3M	198,513	−62,035	TRIM
63	Eurizon Capital SGR S.p.A.	$24.3M	191,254	+93,468	ADD
64	VANGUARD ASSET MANAGEMENT, Ltd	$24.0M	188,409	—	NO PRIOR
65	Pictet Asset Management Holding SA	$23.6M	185,563	+58,846	ADD
66	Aberdeen Group plc	$23.1M	181,492	−1,546	TRIM
67	CWM, LLC	$22.2M	174,315	−4,920	TRIM
68	Mesirow Financial Investment Management, Inc.	$21.8M	171,318	+3,707	ADD
69	Zurich Insurance Group Ltd/FI	$21.4M	168,319	−107,198	TRIM
70	LPL Financial LLC	$20.6M	161,856	−391	TRIM
71	CITIGROUP INC	$19.5M	152,936	+31,551	ADD
72	EXCHANGE TRADED CONCEPTS, LLC	$19.3M	151,829	+54,002	ADD
73	EVERETT HARRIS & CO /CA/	$19.1M	150,363	+7,304	ADD
74	PRUDENTIAL FINANCIAL INC	$18.0M	141,600	−13,626	TRIM
75	HUTCHINSON CAPITAL MANAGEMENT/CA	$17.5M	137,768	−2,780	TRIM
76	PRINCIPAL FINANCIAL GROUP INC	$16.7M	130,847	−2,857	TRIM
77	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.6M	130,174	+130,174	NEW
78	Compagnie Lombard Odier SCmA	$16.5M	129,963	−9,767	TRIM
79	NATIXIS	$16.5M	129,840	+104,357	ADD
80	Korea Investment CORP	$16.1M	126,787	+11,779	ADD
81	EARNEST PARTNERS LLC	$15.2M	119,741	+119,741	NEW
82	AVIVA PLC	$15.2M	119,275	+2,954	ADD
83	FMR LLC	$14.9M	116,860	+26,904	ADD
84	Man Group plc	$14.2M	111,766	+42,780	ADD
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$14.0M	134,133	+1,837	ADD
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$13.7M	107,701	−207	TRIM
87	Tredje AP-fonden	$13.6M	106,803	−222,172	TRIM
88	Running Oak Capital LLC	$13.5M	106,137	+1,764	ADD
89	WELLINGTON MANAGEMENT GROUP LLP	$13.5M	105,821	−39,198	TRIM
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.3M	104,827	−3,100	TRIM
91	EVERGREEN CAPITAL MANAGEMENT LLC	$13.2M	103,642	+882	ADD
92	Federation des caisses Desjardins du Quebec	$12.6M	99,321	+33,893	ADD
93	STATE OF WISCONSIN INVESTMENT BOARD	$12.6M	99,260	−6,840	TRIM
94	Bridgewater Associates, LP	$12.5M	98,091	+98,091	NEW
95	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.2M	96,000	+38,000	ADD
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.1M	95,031	−9,050	TRIM
97	Cerity Partners LLC	$11.9M	93,834	−10,359	TRIM
98	BANK OF MONTREAL /CAN/	$11.8M	92,358	−27,319	TRIM
99	Energy Income Partners, LLC	$11.4M	89,384	+81,350	ADD
100	Mariner, LLC	$11.0M	86,178	−314	TRIM
101	WEDGE CAPITAL MANAGEMENT L L P/NC	$10.8M	84,657	+8,212	ADD
102	NATIONAL BANK OF CANADA /FI/	$10.7M	84,102	−13,836	TRIM
103	Quantinno Capital Management LP	$10.4M	81,579	+9,236	ADD
104	GREENWOOD GEARHART LLC	$10.3M	80,587	+4,664	ADD
105	TD ASSET MANAGEMENT INC	$10.2M	80,511	+7,378	ADD
106	F/m Investments LLC	$9.9M	77,262	+1,696	ADD
107	STIFEL FINANCIAL CORP	$9.8M	76,730	−29,529	TRIM
108	Two Point Capital Management, Inc.	$9.7M	76,460	−458	TRIM
109	NEW YORK STATE COMMON RETIREMENT FUND	$9.4M	74,221	−2,000	TRIM
110	Zurcher Kantonalbank (Zurich Cantonalbank)	$9.4M	73,476	+73,476	NEW
111	Telos Capital Management, Inc.	$9.2M	72,323	−3,856	TRIM
112	Osmosis Investment Management UK Ltd	$9.1M	71,397	+7,617	ADD
113	EVOKE WEALTH, LLC	$9.0M	71,007	+56,746	ADD
114	SFE Investment Counsel	$8.6M	67,647	+12,444	ADD
115	Advisors Asset Management, Inc.	$8.6M	67,329	+1,519	ADD
116	Varma Mutual Pension Insurance Co	$8.5M	66,800	−20,000	TRIM
117	Bryn Mawr Trust Advisors, LLC	$8.4M	66,271	+189	ADD
118	McKinley Carter Wealth Services, Inc.	$8.3M	65,587	+1,539	ADD
119	TOTH FINANCIAL ADVISORY CORP	$8.3M	65,035	−161	TRIM
120	Mitsubishi UFJ Trust & Banking Corp	$8.2M	64,407	−1,665	TRIM
121	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.1M	63,800	+63,800	NEW
122	Walleye Capital LLC	$8.0M	62,771	+56,282	ADD
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.0M	62,472	−5,617	TRIM
124	Wharton Business Group, LLC	$7.9M	62,400	+240	ADD
125	Creative Planning	$7.7M	60,737	+19,321	ADD
126	ROYAL LONDON ASSET MANAGEMENT LTD	$7.7M	60,444	+1,081	ADD
127	FIRST NATIONAL BANK OF OMAHA	$7.6M	60,669	+9,833	ADD
128	FRANKLIN RESOURCES INC	$7.5M	59,237	−23,880	TRIM
129	CITIZENS FINANCIAL GROUP INC/RI	$7.5M	58,983	+2,009	ADD
130	PDT Partners, LLC	$7.5M	58,762	+17,779	ADD
131	Chevy Chase Trust Holdings, LLC	$7.4M	58,269	−2,748	TRIM
132	TORONTO DOMINION BANK	$7.4M	57,747	+14,805	ADD
133	Gibraltar Capital Management, Inc.	$7.2M	56,384	+4,756	ADD
134	Vanguard Investments Australia, Ltd.	$7.0M	55,202	—	NO PRIOR
135	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.0M	54,858	+39,323	ADD
136	MARCO INVESTMENT MANAGEMENT LLC	$7.0M	54,820	−25	TRIM
137	Grantham, Mayo, Van Otterloo & Co. LLC	$6.9M	53,865	+13,033	ADD
138	TRUIST FINANCIAL CORP	$6.8M	53,703	−8,822	TRIM
139	QRG CAPITAL MANAGEMENT, INC.	$6.8M	53,565	−3,868	TRIM
140	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$6.8M	53,499	−295	TRIM
141	Asset Management One Co., Ltd.	$6.7M	52,628	−27,086	TRIM
142	OneDigital Investment Advisors LLC	$6.5M	50,863	+47,928	ADD
143	HighTower Advisors, LLC	$6.5M	50,740	−7,520	TRIM
144	BLAIR WILLIAM & CO/IL	$6.4M	50,429	−536	TRIM
145	INTECH INVESTMENT MANAGEMENT LLC	$6.3M	49,791	−3,901	TRIM
146	STEPHENS INC /AR/	$6.2M	48,811	+1,499	ADD
147	Marks Group Wealth Management, Inc	$6.1M	47,945	−6,221	TRIM
148	Pallas Capital Advisors LLC	$5.9M	46,000	−3,459	TRIM
149	Qube Research & Technologies Ltd	$5.8M	45,598	−163,478	TRIM
150	FIFTH THIRD BANCORP	$5.8M	45,476	+40,309	ADD
151	VICTORY CAPITAL MANAGEMENT INC	$5.7M	44,437	−3,460	TRIM
152	NewEdge Advisors, LLC	$5.6M	44,267	+44,267	NEW
153	Calamos Advisors LLC	$5.6M	44,088	+3,088	ADD
154	BNP Paribas Asset Management Holding S.A.	$5.6M	43,656	+186	ADD
155	NOMURA ASSET MANAGEMENT CO LTD	$5.4M	42,766	+1,069	ADD
156	Daiwa Securities Group Inc.	$5.4M	42,688	−13,112	TRIM
157	Avanza Fonder AB	$5.4M	42,581	0	NO CHANGE
158	Andra AP-fonden	$5.4M	42,128	+42,128	NEW
159	GREENWOOD CAPITAL ASSOCIATES LLC	$5.3M	41,598	+12,195	ADD
160	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.2M	40,599	−1,841	TRIM
161	State of New Jersey Common Pension Fund D	$5.1M	39,911	+1,163	ADD
162	FIL Ltd	$5.1M	39,826	−589,664	TRIM
163	Lansforsakringar Fondforvaltning AB (publ)	$5.0M	39,676	0	NO CHANGE
164	Paragon Capital Management LLC	$5.0M	39,458	−528	TRIM
165	CIBC Bancorp USA Inc.	$4.9M	38,786	—	NO PRIOR
166	De Lisle Partners LLP	$4.9M	38,700	+7,000	ADD
167	Modera Wealth Management, LLC	$4.8M	37,986	−1,438	TRIM
168	OPPENHEIMER & CO INC	$4.8M	37,969	−4,335	TRIM
169	RWA WEALTH PARTNERS, LLC	$4.8M	37,890	+788	ADD
170	COMMONWEALTH EQUITY SERVICES, LLC	$4.7M	37,247	−18,133	TRIM
171	American Trust Investment Advisors, LLC	$4.7M	36,787	+520	ADD
172	Granite Investment Partners, LLC	$4.6M	36,526	−415	TRIM
173	Elo Mutual Pension Insurance Co	$4.5M	35,534	+1,908	ADD
174	NISA INVESTMENT ADVISORS, LLC	$4.5M	35,498	−973	TRIM
175	IFM Investors Pty Ltd	$4.5M	35,468	+8,782	ADD
176	Resona Asset Management Co.,Ltd.	$4.5M	35,455	+452	ADD
177	CIBC Asset Management Inc	$4.5M	35,079	−2,191	TRIM
178	CREDIT AGRICOLE S A	$4.5M	34,969	+30,315	ADD
179	Trexquant Investment LP	$4.4M	34,802	+34,802	NEW
180	LOUISBOURG INVESTMENTS INC.	$4.4M	41,937	−5,675	TRIM
181	BANK OF NOVA SCOTIA	$4.3M	33,749	−169,649	TRIM
182	OPPENHEIMER ASSET MANAGEMENT INC.	$4.2M	33,333	−15,046	TRIM
183	JB Capital LLC	$4.2M	33,129	+33,129	NEW
184	OLD NATIONAL BANCORP /IN/	$4.2M	32,843	+5,951	ADD
185	Occidental Asset Management, LLC	$4.1M	32,424	+1,686	ADD
186	Arizona State Retirement System	$4.1M	32,095	−842	TRIM
187	Czech National Bank	$4.1M	31,986	+466	ADD
188	Stratos Wealth Advisors, LLC	$4.0M	31,526	−2,214	TRIM
189	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.9M	30,699	−600	TRIM
190	Tidal Investments LLC	$3.9M	30,697	+6,125	ADD
191	LBP AM SA	$3.9M	30,573	+20,850	ADD
192	Y.D. More Investments Ltd	$3.9M	30,535	+20,235	ADD
193	Journey Advisory Group, LLC	$3.8M	29,805	−2,169	TRIM
194	FEDERATED HERMES, INC.	$3.8M	29,692	−30,724	TRIM
195	US BANCORP \DE\	$3.8M	29,473	−2,033	TRIM
196	Compass Wealth Management LLC	$3.7M	29,212	+993	ADD
197	Y-Intercept (Hong Kong) Ltd	$3.6M	28,469	+28,469	NEW
198	Swiss Life Asset Management Ltd	$3.6M	28,233	+3,333	ADD
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	28,112	−1,391	TRIM
200	Hilton Capital Management, LLC	$3.6M	27,990	+3,576	ADD
201	Ensign Peak Advisors, Inc	$3.5M	27,788	+12,335	ADD
202	MetLife Investment Management, LLC	$3.5M	27,431	−1,213	TRIM
203	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.5M	27,358	−447	TRIM
204	MERCER GLOBAL ADVISORS INC /ADV	$3.4M	26,443	−42,357	TRIM
205	Mirae Asset Global Investments Co., Ltd.	$3.3M	25,647	+5,440	ADD
206	XPONANCE LLC	$3.2M	25,093	+2,553	ADD
207	Retirement Systems of Alabama	$3.2M	24,941	−489	TRIM
208	CANADA PENSION PLAN INVESTMENT BOARD	$3.2M	24,937	+15,459	ADD
209	Corient Private Wealth LLC	$3.1M	24,474	−102,756	TRIM
210	VOYA INVESTMENT MANAGEMENT LLC	$3.1M	24,630	−567	TRIM
211	NorthCrest Asset Manangement, LLC	$3.1M	24,459	−12,961	TRIM
212	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$3.1M	24,500	0	NO CHANGE
213	Vest Financial, LLC	$3.1M	24,335	−8,451	TRIM
214	Coastal Bridge Advisors, LLC	$3.1M	24,264	−178	TRIM
215	Clayton Partners LLC	$3.0M	23,952	+70	ADD
216	HARVEY CAPITAL MANAGEMENT INC	$3.0M	23,722	+350	ADD
217	Crossmark Global Holdings, Inc.	$2.9M	23,129	—	NO PRIOR
218	Woodline Partners LP	$2.9M	23,029	+2,634	ADD
219	Pine Valley Investments Ltd Liability Co	$2.9M	22,410	+794	ADD
220	Aristotle Capital Boston, LLC	$2.7M	21,397	−458	TRIM
221	Verition Fund Management LLC	$2.7M	21,408	−11,886	TRIM
222	Vanguard Personalized Indexing Management, LLC	$2.7M	21,289	−321	TRIM
223	Cetera Investment Advisers	$2.7M	21,033	+68	ADD
224	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.6M	20,164	−29,572	TRIM
225	ALPINE WOODS CAPITAL INVESTORS, LLC	$2.5M	20,024	+2,147	ADD
226	United Asset Strategies, Inc.	$2.5M	19,887	+559	ADD
227	Meiji Yasuda Asset Management Co Ltd.	$2.5M	19,801	+17,330	ADD
228	Wilmington Savings Fund Society, FSB	$2.5M	19,517	−1,150	TRIM
229	AIA Group Ltd	$2.4M	19,117	+11,782	ADD
230	AXQ CAPITAL, LP	$2.4M	19,039	+19,039	NEW
231	Utah Retirement Systems	$2.4M	19,018	−650	TRIM
232	DAVENPORT & Co LLC	$2.4M	18,746	−4,181	TRIM
233	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.4M	18,698	+165	ADD
234	FORA Capital, LLC	$2.4M	18,521	+14,828	ADD
235	ProShare Advisors LLC	$2.3M	18,287	−4,080	TRIM
236	Keebeck Wealth Management	$2.3M	18,079	−14,822	TRIM
237	OSAIC HOLDINGS, INC.	$2.3M	18,006	−7,736	TRIM
238	MACQUARIE GROUP LTD	$2.3M	17,899	+2,464	ADD
239	Palouse Capital Management, Inc.	$2.3M	17,866	+17,866	NEW
240	Summit Trail Advisors, LLC	$2.2M	17,550	+2,556	ADD
241	Strategic Advisors LLC	$2.2M	17,454	−83	TRIM
242	NEOS Investment Management LLC	$2.2M	17,150	−344	TRIM
243	Rakuten Investment Management, Inc.	$2.2M	17,462	+1,737	ADD
244	ARMSTRONG HENRY H ASSOCIATES INC	$2.2M	17,081	0	NO CHANGE
245	Union Bancaire Privee, UBP SA	$2.2M	19,444	+3,780	ADD
246	Heritage Wealth Advisors	$2.2M	16,938	+16,938	NEW
247	Empowered Funds, LLC	$2.1M	16,744	+9,001	ADD
248	MML INVESTORS SERVICES, LLC	$2.1M	16,648	−3,085	TRIM
249	Baird Financial Group, Inc.	$2.1M	16,564	+16,564	NEW
250	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.1M	16,315	−73	TRIM
251	UniSuper Management Pty Ltd	$2.1M	16,287	−587	TRIM
252	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.1M	16,280	−4,899	TRIM
253	Empire Financial Management Company, LLC	$2.0M	16,104	+1,138	ADD
254	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.0M	15,444	+47	ADD
255	FIRST MANHATTAN CO. LLC.	$1.9M	15,174	−651	TRIM
256	ING GROEP NV	$1.9M	15,147	−301	TRIM
257	CIBC WORLD MARKET INC.	$1.9M	15,115	+2,766	ADD
258	Summit Financial, LLC	$1.9M	15,051	+2	ADD
259	CGN Advisors LLC	$1.9M	14,993	+57	ADD
260	BROWN ADVISORY INC	$1.9M	14,651	+201	ADD
261	National Pension Service	$1.8M	14,533	+14,533	NEW
262	Henshaw Capital LLC	$1.8M	14,221	—	NO PRIOR
263	Atria Investments, Inc	$1.8M	14,146	−3,727	TRIM
264	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.8M	14,133	+819	ADD
265	MACKENZIE FINANCIAL CORP	$1.8M	14,094	+1,052	ADD
266	Vinva Investment Management Ltd	$1.8M	14,242	+14,242	NEW
267	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.8M	13,963	0	NO CHANGE
268	Westover Capital Advisors, LLC	$1.8M	13,793	−783	TRIM
269	Harfst & Associates, Inc.	$1.8M	13,764	+1,127	ADD
270	Badgley Phelps Wealth Managers, LLC	$1.7M	13,538	−656	TRIM
271	Malaga Cove Capital, LLC	$1.7M	13,536	−841	TRIM
272	CAHABA WEALTH MANAGEMENT, INC.	$1.7M	13,418	0	NO CHANGE
273	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.7M	13,409	−300	TRIM
274	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	13,336	+135	ADD
275	Private Advisor Group, LLC	$1.7M	13,312	−188	TRIM
276	Ethic Inc.	$1.7M	13,149	−7,790	TRIM
277	Oak Thistle LLC	$1.7M	13,112	−3,077	TRIM
278	SHUFRO ROSE & CO LLC	$1.7M	13,060	−297	TRIM
279	JANE STREET GROUP, LLC	$1.7M	13,038	+9,380	ADD
280	Dynasty Wealth Management, LLC	$1.6M	12,793	+742	ADD
281	Pathstone Holdings, LLC	$1.6M	12,790	−2,513	TRIM
282	Callan Family Office, LLC	$1.6M	12,640	−265	TRIM
283	D. E. Shaw & Co., Inc.	$1.6M	12,640	+5,491	ADD
284	Sanctuary Advisors, LLC	$1.6M	12,517	−3,662	TRIM
285	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.6M	12,495	−343	TRIM
286	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.6M	12,456	+81	ADD
287	OP Asset Management Ltd	$1.6M	12,301	—	NO PRIOR
288	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	12,244	−18,017	TRIM
289	Allworth Financial LP	$1.5M	11,906	+4,424	ADD
290	BDF-GESTION	$1.5M	11,659	0	NO CHANGE
291	SFMG, LLC	$1.4M	11,229	+229	ADD
292	Prudent Man Advisors, LLC	$1.4M	11,186	+4,467	ADD
293	GREAT LAKES ADVISORS, LLC	$1.4M	10,950	+1,024	ADD
294	Intrinsic Value Partners, LLC	$1.4M	10,883	−3,020	TRIM
295	Boston Common Asset Management, LLC	$1.4M	10,862	−371	TRIM
296	Caldwell Investment Management Ltd.	$1.4M	11,000	0	NO CHANGE
297	Stratos Wealth Partners, LTD.	$1.4M	10,706	+733	ADD
298	GLENMEDE TRUST CO NA	$1.3M	10,544	+2,789	ADD
299	Investment Management Corp of Ontario	$1.3M	10,525	+300	ADD
300	ALPS ADVISORS INC	$1.3M	10,396	+2,012	ADD
301	Lido Advisors, LLC	$1.3M	10,308	−3,708	TRIM
302	Apollon Wealth Management, LLC	$1.3M	10,265	+160	ADD
303	Kestra Advisory Services, LLC	$1.3M	10,198	−1,326	TRIM
304	Machina Capital S.A.S.	$1.3M	9,941	−13,602	TRIM
305	Aberdeen Wealth Management LLC	$1.2M	9,782	0	NO CHANGE
306	Atlantic Union Bankshares Corp	$1.2M	9,400	−853	TRIM
307	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$1.2M	9,400	0	NO CHANGE
308	Assenagon Asset Management S.A.	$1.2M	9,239	+687	ADD
309	Havemeyer Place LP	$1.2M	9,156	−10,947	TRIM
310	CHESAPEAKE ASSET MANAGEMENT LLC	$1.2M	9,150	0	NO CHANGE
311	West Tower Group, LLC	$1.1M	9,000	+1,000	ADD
312	DANSKE BANK A/S	$1.1M	8,900	−1,900	TRIM
313	Metis Global Partners, LLC	$1.1M	8,817	−1,737	TRIM
314	OSSIAM	$1.1M	8,788	−132	TRIM
315	Evercore Wealth Management, LLC	$1.1M	8,786	0	NO CHANGE
316	PFG Advisors	$1.1M	8,774	+1,008	ADD
317	Pettee Investors, Inc.	$1.1M	8,620	0	NO CHANGE
318	Total Wealth Planning & Management, Inc.	$1.1M	8,764	+1,285	ADD
319	KCM INVESTMENT ADVISORS LLC	$1.1M	8,721	0	NO CHANGE
320	PARADIGM ASSET MANAGEMENT CO LLC	$1.1M	8,700	0	NO CHANGE
321	Hillsdale Investment Management Inc.	$1.1M	8,640	+8,640	NEW
322	Norinchukin Bank, The	$1.1M	8,540	−50	TRIM
323	IEQ CAPITAL, LLC	$1.1M	8,520	−5,337	TRIM
324	FRG Family Wealth Advisors LLC	$1.1M	8,505	−545	TRIM
325	Legato Capital Management LLC	$1.1M	8,504	−3,101	TRIM
326	Vident Advisory, LLC	$1.1M	8,466	−1,690	TRIM
327	FULTON BANK, N.A.	$1.1M	8,411	−70	TRIM
328	Coastline Trust Co	$1.1M	8,410	−240	TRIM
329	Equitable Holdings, Inc.	$1.1M	8,155	+5,046	ADD
330	Savant Capital, LLC	$1.0M	8,227	−3,116	TRIM
331	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.0M	8,145	0	NO CHANGE
332	JONES FINANCIAL COMPANIES LLLP	$1.0M	8,133	−534	TRIM
333	Dorsey & Whitney Trust CO LLC	$1.0M	8,038	+24	ADD
334	WINTON GROUP Ltd	$1.0M	7,959	−627	TRIM
335	Legacy Bridge, LLC	$1.0M	7,897	−50	TRIM
336	&PARTNERS	$1.0M	7,889	−68	TRIM
337	Merit Financial Group, LLC	$1000K	7,855	−260	TRIM
338	COMMERCE BANK	$976K	7,667	+1,941	ADD
339	Rafferty Asset Management, LLC	$974K	7,650	−3,001	TRIM
340	MILLENNIUM MANAGEMENT LLC	$972K	7,638	−109,398	TRIM
341	M&T BANK CORP	$962K	7,559	−446	TRIM
342	NORDEA INVESTMENT MANAGEMENT AB	$952K	7,602	+7,602	NEW
343	Jefferies Financial Group Inc.	$951K	7,470	+7,470	NEW
344	AE Wealth Management LLC	$947K	7,442	+3,935	ADD
345	DOVER ADVISORS, LLC	$943K	7,409	+238	ADD
346	Independent Advisor Alliance	$906K	7,122	−762	TRIM
347	MIZUHO SECURITIES USA LLC	$904K	7,100	−1,604	TRIM
348	Ballentine Partners, LLC	$893K	7,017	−167	TRIM
349	Curi Capital, LLC	$892K	7,008	−3,777	TRIM
350	Perigon Wealth Management, LLC	$879K	6,903	−2,725	TRIM
351	ABN AMRO INVESTMENT SOLUTIONS	$878K	6,902	−549	TRIM
352	TLWM	$866K	6,802	+222	ADD
353	OFI INVEST ASSET MANAGEMENT	$857K	6,733	+3,621	ADD
354	HARTFORD INVESTMENT MANAGEMENT CO	$849K	6,672	−234	TRIM
355	Sequoia Financial Advisors, LLC	$844K	6,633	+97	ADD
356	Wealthfront Advisers LLC	$827K	6,499	+721	ADD
357	Meiji Yasuda Life Insurance Co	$826K	6,490	+260	ADD
358	Rockefeller Capital Management L.P.	$823K	6,463	−2,153	TRIM
359	Destination Wealth Management	$821K	6,447	+4,355	ADD
360	Walleye Trading LLC	$819K	6,435	+6,435	NEW
361	Waycross Investment Management Co	$801K	6,292	−178	TRIM
362	Ruane, Cunniff & Goldfarb L.P.	$800K	6,288	−199	TRIM
363	CHICAGO TRUST Co NA	$793K	6,230	+566	ADD
364	Illinois Municipal Retirement Fund	$789K	6,198	+637	ADD
365	MONARCH CAPITAL MANAGEMENT INC	$778K	6,109	−115	TRIM
366	Caldwell Trust Co	$766K	6,018	−6,426	TRIM
367	Clearstead Advisors, LLC	$762K	5,987	−382	TRIM
368	PRUDENTIAL PLC	$761K	5,977	0	NO CHANGE
369	Johnson Financial Group, Inc.	$759K	5,964	+4,425	ADD
370	MCDONALD PARTNERS LLC	$753K	5,915	0	NO CHANGE
371	Aspire Capital Advisors LLC	$750K	5,893	+462	ADD
372	OMERS ADMINISTRATION Corp	$746K	5,862	+1,332	ADD
373	BOK Financial Private Wealth, Inc.	$746K	5,860	−2,536	TRIM
374	POWER WEALTH MANAGEMENT LLC	$736K	5,785	−381	TRIM
375	TOKIO MARINE ASSET MANAGEMENT CO LTD	$736K	5,784	0	NO CHANGE
376	Maryland State Retirement & Pension System	$733K	5,762	0	NO CHANGE
377	Heritage Family Offices, LLP	$732K	5,754	−7,914	TRIM
378	J.W. COLE ADVISORS, INC.	$708K	5,560	−126	TRIM
379	HB Wealth Management, LLC	$707K	5,554	+54	ADD
380	Kingsview Wealth Management, LLC	$700K	5,499	+1,320	ADD
381	HMS Capital Management, LLC	$687K	5,395	−297	TRIM
382	MOSELEY INVESTMENT MANAGEMENT INC	$686K	5,389	−81	TRIM
383	Ameritas Advisory Services, LLC	$685K	5,380	+75	ADD
384	CENTRAL TRUST Co	$673K	5,284	−2,198	TRIM
385	Hilltop Holdings Inc.	$671K	5,272	−1,761	TRIM
386	Polymer Capital Management (US) LLC	$665K	5,225	−3,137	TRIM
387	Waverly Advisors, LLC	$661K	5,192	+168	ADD
388	Northwest & Ethical Investments L.P.	$657K	5,162	0	NO CHANGE
389	Brookstone Capital Management	$657K	5,158	−86	TRIM
390	Lombard Odier Asset Management (Switzerland) SA	$655K	5,147	+5,147	NEW
391	UMB Bank, n.a.	$653K	5,134	−621	TRIM
392	SCHRODER INVESTMENT MANAGEMENT GROUP	$644K	5,164	−927	TRIM
393	BIP Wealth, LLC	$635K	4,992	+682	ADD
394	Pinnacle Financial Partners, Inc.	$630K	4,948	+90	ADD
395	EntryPoint Capital, LLC	$617K	4,850	+4,850	NEW
396	MUFG Securities EMEA plc	$613K	4,815	−91	TRIM
397	E. Ohman J:or Asset Management AB	$611K	4,800	0	NO CHANGE
398	BEACON INVESTMENT ADVISORY SERVICES, INC.	$611K	4,799	+783	ADD
399	Long Road Investment Counsel, LLC	$608K	4,775	+200	ADD
400	Sepio Capital, LP	$605K	4,751	+220	ADD
401	Zuckerman Investment Group, LLC	$602K	4,730	0	NO CHANGE
402	Sterling Capital Management LLC	$599K	4,707	−3,394	TRIM
403	XTX Topco Ltd	$587K	4,612	−13,598	TRIM
404	State of Wyoming	$584K	4,587	+1,665	ADD
405	Engineers Gate Manager LP	$583K	4,580	+2,605	ADD
406	BRADLEY FOSTER & SARGENT INC/CT	$579K	4,553	−112	TRIM
407	Concurrent Investment Advisors, LLC	$579K	4,548	−428	TRIM
408	Soltis Investment Advisors LLC	$573K	4,505	−304	TRIM
409	D.A. DAVIDSON & CO.	$570K	4,477	+26	ADD
410	Laird Norton Wetherby Trust Company, LLC	$569K	4,472	−240	TRIM
411	Pasadena Private Wealth, LLC	$566K	4,447	0	NO CHANGE
412	iSAM Funds (UK) Ltd	$566K	4,443	+4,443	NEW
413	Arax Advisory Partners	$557K	4,435	−25	TRIM
414	Empirical Finance, LLC	$555K	4,362	−12	TRIM
415	AMERICAN CENTURY COMPANIES INC	$554K	4,355	+4,355	NEW
416	KESTRA PRIVATE WEALTH SERVICES, LLC	$551K	4,332	+4,332	NEW
417	ELEVATION POINT WEALTH PARTNERS, LLC	$535K	4,202	+4,202	NEW
418	MAI Capital Management	$532K	4,176	+205	ADD
419	TWIN CAPITAL MANAGEMENT INC	$530K	4,167	−130	TRIM
420	EASTERN BANK	$530K	4,163	−14,874	TRIM
421	NewEdge Wealth, LLC	$529K	4,153	+2,039	ADD
422	NOMURA HOLDINGS INC	$513K	4,034	+1,816	ADD
423	KING LUTHER CAPITAL MANAGEMENT CORP	$508K	3,992	0	NO CHANGE
424	Gratus Wealth Advisors, LLC	$504K	3,957	−2,236	TRIM
425	TD Waterhouse Canada Inc.	$499K	3,883	−23,300	TRIM
426	TEMA ETFS LLC	$495K	3,886	+14	ADD
427	Holocene Advisors, LP	$492K	3,863	+3,863	NEW
428	Banque Cantonale Vaudoise	$489K	3,843	+147	ADD
429	AMG National Trust Bank	$484K	3,800	0	NO CHANGE
430	PERRYMAN FINANCIAL ADVISORY INC /AD	$480K	3,775	+1	ADD
431	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$478K	3,757	−62	TRIM
432	Chesley Taft & Associates LLC	$477K	3,745	0	NO CHANGE
433	BENJAMIN EDWARDS INC	$472K	3,710	+814	ADD
434	Vise Technologies, Inc.	$460K	3,470	0	NO CHANGE
435	Legacy Wealth Partners, LLC	$457K	3,590	0	NO CHANGE
436	Focus Partners Advisor Solutions, LLC	$444K	3,487	−1,628	TRIM
437	North Dakota State Investment Board	$443K	3,480	−602	TRIM
438	Cresset Asset Management, LLC	$443K	3,478	+514	ADD
439	Boltwood Capital Management	$441K	3,465	0	NO CHANGE
440	RICE HALL JAMES & ASSOCIATES, LLC	$438K	3,445	−100	TRIM
441	Krilogy Financial LLC	$437K	3,459	−883	TRIM
442	First National Advisers, LLC	$436K	3,423	+1,604	ADD
443	WEALTH ALLIANCE, LLC	$431K	3,383	−17	TRIM
444	NBT BANK, N.A.	$430K	3,378	+3	ADD
445	Steward Partners Investment Advisory, LLC	$424K	3,330	+28	ADD
446	LVW Advisors, LLC	$418K	3,283	−179	TRIM
447	Klingman & Associates, LLC	$417K	3,279	−122	TRIM
448	KEYBANK NATIONAL ASSOCIATION/OH	$414K	3,255	+311	ADD
449	MUFG SECURITIES AMERICAS INC.	$414K	3,250	+30	ADD
450	BROGAN FINANCIAL, INC.	$402K	3,161	+8	ADD
451	Ridge Creek Global, Inc	$399K	3,131	0	NO CHANGE
452	Squarepoint Ops LLC	$397K	3,122	−64	TRIM
453	SECURIAN ASSET MANAGEMENT, INC	$397K	3,121	−100	TRIM
454	Mutual Advisors, LLC	$394K	3,096	−25	TRIM
455	FLPUTNAM INVESTMENT MANAGEMENT CO	$392K	3,076	−320	TRIM
456	Clarion Wealth Managment Partners, LLC	$391K	3,073	0	NO CHANGE
457	DAYMARK WEALTH PARTNERS, LLC	$390K	3,066	−215	TRIM
458	PALISADE CAPITAL MANAGEMENT, LP	$386K	3,033	0	NO CHANGE
459	MIRABELLA FINANCIAL SERVICES LLP	$385K	3,027	+3,027	NEW
460	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$385K	3,025	0	NO CHANGE
461	M. Kulyk & Associates, LLC	$384K	3,019	−17,897	TRIM
462	Hennion & Walsh Asset Management, Inc.	$382K	3,001	+3,001	NEW
463	WESTPORT ASSET MANAGEMENT INC	$382K	3,000	0	NO CHANGE
464	Prossimo Advisors, LLC	$382K	3,000	+3,000	NEW
465	TWO SIGMA SECURITIES, LLC	$380K	2,986	+2,986	NEW
466	Mill Creek Capital Advisors, LLC	$375K	2,945	0	NO CHANGE
467	SUMMIT WEALTH GROUP LLC / CO	$374K	2,939	+1	ADD
468	Vann Equity Management LLC	$373K	2,930	—	NO PRIOR
469	Radnor Capital Management, LLC	$371K	2,914	−100	TRIM
470	Bank OZK	$366K	2,875	−14,724	TRIM
471	DAVIS R M INC	$362K	2,842	0	NO CHANGE
472	FLAGSHIP HARBOR ADVISORS, LLC	$361K	2,838	+2,838	NEW
473	Altus Wealth Group LLC	$356K	2,800	0	NO CHANGE
474	Allianz Asset Management GmbH	$355K	2,792	−158	TRIM
475	PATRICK M SWEENEY & ASSOCIATES, INC	$354K	2,782	+40	ADD
476	1832 Asset Management L.P.	$352K	2,768	0	NO CHANGE
477	Magnetar Financial LLC	$350K	2,807	−2,166	TRIM
478	BOOTHBAY FUND MANAGEMENT, LLC	$346K	2,717	−1,090	TRIM
479	Quadrature Capital Ltd	$341K	2,683	+2,683	NEW
480	Aprio Wealth Management, LLC	$338K	2,652	+211	ADD
481	SOMERVILLE KURT F	$337K	2,650	−116	TRIM
482	NorthRock Partners, LLC	$336K	2,637	−775	TRIM
483	GeoWealth Management, LLC	$335K	2,630	+147	ADD
484	Proficio Capital Partners LLC	$333K	2,620	+3	ADD
485	1ST SOURCE BANK	$331K	2,600	0	NO CHANGE
486	B. Metzler seel. Sohn & Co. AG	$331K	2,597	+1,067	ADD
487	GRANDFIELD & DODD, LLC	$327K	2,573	0	NO CHANGE
488	Optas, LLC	$327K	2,570	+2,570	NEW
489	Optimize Financial Inc	$327K	2,567	+2,567	NEW
490	MGO ONE SEVEN LLC	$326K	2,559	+31	ADD
491	SOROS FUND MANAGEMENT LLC	$322K	2,526	−10,505	TRIM
492	Shoker Investment Counsel, Inc.	$321K	2,521	+7	ADD
493	QUADRANT CAPITAL GROUP LLC	$318K	2,498	+295	ADD
494	LOUNTZIS ASSET MANAGEMENT, LLC	$312K	2,448	0	NO CHANGE
495	Procyon Advisors, LLC	$309K	2,431	+198	ADD
496	INVICTUS PRIVATE WEALTH, LLC	$305K	2,400	+2,400	NEW
497	COOKSON PEIRCE & CO INC	$305K	2,399	+245	ADD
498	Acropolis Investment Management, LLC	$305K	2,393	0	NO CHANGE
499	Cove Private Wealth, LLC	$304K	2,389	+2,389	NEW
500	Composition Wealth, LLC	$300K	2,360	+2,360	NEW

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

Congress ↔ notable managers · J

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, Bridgewater Associates $47.6M held
Trimming: 2 Ruane Cunniff & Goldfarb, Soros Fund Management $1.1M held

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

Merged timeline of congressional filings and notable-manager moves on J
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+146,092 sh
2026-05-15	Bridgewater Associates 13F	NEW	+98,091 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−199 sh
2026-05-15	Soros Fund Management 13F	TRIM	−10,505 sh

4 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

8 members of Congress disclosed J — 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).