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 ↗

KEYCORP · COM · quarter ended 2026-03-31 · 14 members disclosed KEY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 732 holders are listed, largest first: 732
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $17.4B
holders whose share count rose or who opened the position (new + add), by shares: 377
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 KEY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BANK OF NOVA SCOTIA	$3.3B	162,996,326	+900,951	ADD
2	BlackRock, Inc.	$1.8B	88,722,677	−5,372,533	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	65,881,386	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	51,485,072	—	NO PRIOR
5	STATE STREET CORP	$945M	47,130,435	+998,231	ADD
6	FMR LLC	$937M	46,734,944	+4,259,261	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$508M	25,425,295	+1,441,605	ADD
8	Invesco Ltd.	$386M	19,235,463	−1,331,721	TRIM
9	WELLINGTON MANAGEMENT GROUP LLP	$344M	17,164,007	−4,948,651	TRIM
10	MORGAN STANLEY	$281M	14,000,430	−730,386	TRIM
11	North Reef Capital Management LP	$254M	12,650,000	+12,650,000	NEW
12	Capital World Investors	$245M	12,239,826	−8,787,645	TRIM
13	VICTORY CAPITAL MANAGEMENT INC	$238M	11,852,674	+3,877,786	ADD
14	DIMENSIONAL FUND ADVISORS LP	$215M	10,715,272	+28,499	ADD
15	NORTHERN TRUST CORP	$201M	10,043,084	−24,963	TRIM
16	DEUTSCHE BANK AG\	$200M	9,952,548	+1,692,794	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$186M	9,297,267	+264,804	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$163M	8,137,940	+547,231	ADD
19	AQR CAPITAL MANAGEMENT LLC	$156M	7,874,172	+710,321	ADD
20	HoldCo Asset Management, LP	$150M	7,456,484	0	NO CHANGE
21	UBS Group AG	$138M	6,877,823	+136,976	ADD
22	BALYASNY ASSET MANAGEMENT L.P.	$130M	6,480,359	+6,462,516	ADD
23	DIAMOND HILL CAPITAL MANAGEMENT INC	$126M	6,265,374	−4,447,150	TRIM
24	BANK OF AMERICA CORP /DE/	$114M	5,670,251	−973,591	TRIM
25	Legal & General Group Plc	$113M	5,639,077	−33,569	TRIM
26	Bank of New York Mellon Corp	$110M	5,493,277	−109,360	TRIM
27	TWO SIGMA INVESTMENTS, LP	$109M	5,448,874	−3,285,652	TRIM
28	VANGUARD FIDUCIARY TRUST CO	$108M	5,391,901	—	NO PRIOR
29	WESTFIELD CAPITAL MANAGEMENT CO LP	$104M	5,193,334	+1,153,037	ADD
30	ROYAL BANK OF CANADA	$103M	5,140,288	+366,673	ADD
31	BARCLAYS PLC	$100M	5,003,965	−656,327	TRIM
32	PANAGORA ASSET MANAGEMENT INC	$93.1M	4,641,479	+1,274,741	ADD
33	Artemis Investment Management LLP	$78.3M	3,903,285	+1,191,631	ADD
34	Prana Capital Management, LP	$78.1M	3,897,550	+490,163	ADD
35	Freestone Grove Partners LP	$77.4M	3,858,175	+2,340,337	ADD
36	Amundi	$71.4M	3,561,798	+1,864,743	ADD
37	FULLER & THALER ASSET MANAGEMENT, INC.	$67.7M	3,376,891	−23,435,869	TRIM
38	Qube Research & Technologies Ltd	$64.5M	3,217,335	+1,859,713	ADD
39	Longaeva Partners L.P.	$59.6M	2,972,970	+2,972,970	NEW
40	FIRST TRUST ADVISORS LP	$59.2M	2,951,487	+1,280,125	ADD
41	BANK OF MONTREAL /CAN/	$58.0M	2,891,492	−69,812	TRIM
42	JANE STREET GROUP, LLC	$54.1M	2,699,906	−3,017,917	TRIM
43	CITADEL ADVISORS LLC	$53.4M	2,664,552	−2,569,024	TRIM
44	Nuveen, LLC	$53.0M	2,645,369	+530,342	ADD
45	Eurizon Capital SGR S.p.A.	$50.0M	2,509,221	−4,793,224	TRIM
46	Assenagon Asset Management S.A.	$48.7M	2,426,699	+2,384,093	ADD
47	Swiss Life Asset Management Ltd	$47.8M	2,384,334	+97,129	ADD
48	WELLS FARGO & COMPANY/MN	$46.8M	2,334,875	+1,060,216	ADD
49	Korea Investment CORP	$45.6M	2,273,334	+1,154,417	ADD
50	Mitsubishi UFJ Asset Management Co., Ltd.	$42.8M	2,132,869	+177,805	ADD
51	Vanguard Global Advisers, LLC	$42.2M	2,102,951	—	NO PRIOR
52	HSBC HOLDINGS PLC	$41.5M	2,068,641	−2,329,825	TRIM
53	Sumitomo Mitsui Trust Group, Inc.	$40.5M	2,021,953	−18,341	TRIM
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$38.7M	1,928,421	−54,552	TRIM
55	MILLENNIUM MANAGEMENT LLC	$38.2M	1,904,360	+165,842	ADD
56	VANGUARD ASSET MANAGEMENT, Ltd	$38.1M	1,900,941	—	NO PRIOR
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$35.4M	1,766,616	+78,529	ADD
58	PRIMECAP MANAGEMENT CO/CA/	$34.1M	1,699,430	0	NO CHANGE
59	Alyeska Investment Group, L.P.	$33.8M	1,684,013	+1,684,013	NEW
60	Retirement Systems of Alabama	$33.5M	1,672,509	+1,474,883	ADD
61	PZENA INVESTMENT MANAGEMENT LLC	$33.3M	1,658,905	+14,336	ADD
62	AMERIPRISE FINANCIAL INC	$32.6M	1,625,138	−335,759	TRIM
63	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$31.2M	1,556,745	+1,556,745	NEW
64	RAYMOND JAMES FINANCIAL INC	$31.0M	1,566,084	−440,144	TRIM
65	FRANKLIN RESOURCES INC	$30.0M	1,494,839	−13,642,432	TRIM
66	AE Wealth Management LLC	$28.7M	1,431,619	+329,906	ADD
67	SCHRODER INVESTMENT MANAGEMENT GROUP	$28.7M	1,478,279	−135,191	TRIM
68	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$28.5M	1,419,549	+358,995	ADD
69	ALPS ADVISORS INC	$27.9M	1,393,802	+179,633	ADD
70	ALLIANCEBERNSTEIN L.P.	$24.6M	1,191,841	−220,269	TRIM
71	Ceredex Value Advisors LLC	$23.7M	1,181,042	−1,256,321	TRIM
72	Quantinno Capital Management LP	$23.0M	1,147,526	+410,841	ADD
73	Focus Partners Wealth	$22.9M	1,139,964	+44,279	ADD
74	Kestra Advisory Services, LLC	$22.6M	1,128,653	+42,326	ADD
75	CITIGROUP INC	$22.5M	1,120,839	−785,828	TRIM
76	Jain Global LLC	$21.7M	1,083,096	+885,683	ADD
77	PRINCIPAL FINANCIAL GROUP INC	$21.2M	1,055,274	+15,249	ADD
78	D. E. Shaw & Co., Inc.	$20.3M	1,014,564	−1,039,482	TRIM
79	Bridgewater Associates, LP	$19.4M	965,716	−378,710	TRIM
80	TEACHER RETIREMENT SYSTEM OF TEXAS	$19.4M	965,632	+934,714	ADD
81	Man Group plc	$19.3M	962,459	+187,634	ADD
82	Clearstead Advisors, LLC	$19.2M	958,835	−19,159	TRIM
83	Gradient Investments LLC	$19.1M	950,316	+52,753	ADD
84	Cerity Partners LLC	$17.9M	893,770	+462,313	ADD
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$17.6M	878,174	0	NO CHANGE
86	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$17.6M	876,976	+840,252	ADD
87	NATIXIS	$17.5M	874,559	+153,176	ADD
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$16.8M	836,069	−3,600	TRIM
89	Beck Bode, LLC	$16.7M	835,333	+835,333	NEW
90	Schonfeld Strategic Advisors LLC	$16.4M	818,958	−195,576	TRIM
91	SAPIENT CAPITAL LLC	$16.2M	808,382	−232,629	TRIM
92	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$16.2M	805,891	+805,891	NEW
93	AVIVA PLC	$16.0M	796,611	+19,586	ADD
94	LPL Financial LLC	$16.0M	796,345	−55,761	TRIM
95	Aberdeen Group plc	$14.2M	709,536	+18,402	ADD
96	VOYA INVESTMENT MANAGEMENT LLC	$14.1M	704,500	+519,363	ADD
97	Trexquant Investment LP	$13.9M	695,138	−1,177,561	TRIM
98	Polar Asset Management Partners Inc.	$13.3M	661,736	−14,064	TRIM
99	MACKENZIE FINANCIAL CORP	$12.8M	636,507	−117,999	TRIM
100	NATIONAL BANK OF CANADA /FI/	$12.5M	625,644	+293,832	ADD
101	National Pension Service	$12.3M	614,211	+614,211	NEW
102	Mubadala Investment Co PJSC	$12.0M	599,896	+599,896	NEW
103	Corient Private Wealth LLC	$11.4M	573,355	−217,790	TRIM
104	STATE OF WISCONSIN INVESTMENT BOARD	$11.3M	565,364	+14,465	ADD
105	Brookstone Capital Management	$11.3M	562,625	−49,708	TRIM
106	NEW YORK STATE COMMON RETIREMENT FUND	$10.8M	539,159	−10,500	TRIM
107	Swedbank AB	$10.7M	531,198	+17,935	ADD
108	AMERICAN CENTURY COMPANIES INC	$10.6M	529,570	−56,766	TRIM
109	Pictet Asset Management Holding SA	$10.5M	523,013	−45,331	TRIM
110	DANSKE BANK A/S	$9.8M	489,219	−28,812	TRIM
111	Verition Fund Management LLC	$9.8M	487,419	−662,274	TRIM
112	STIFEL FINANCIAL CORP	$9.7M	482,646	−97,285	TRIM
113	Asset Advisory Group, Inc.	$9.6M	480,272	−5,248	TRIM
114	APG Asset Management N.V.	$9.4M	541,808	−14,518	TRIM
115	Vanguard Investments Australia, Ltd.	$9.4M	468,912	—	NO PRIOR
116	Chevy Chase Trust Holdings, LLC	$9.3M	461,626	−9,364	TRIM
117	BW Gestao de Investimentos Ltda.	$9.2M	456,944	+456,944	NEW
118	PRUDENTIAL FINANCIAL INC	$9.1M	452,899	−366,401	TRIM
119	Wealthfront Advisers LLC	$8.6M	428,971	+23,475	ADD
120	Mariner, LLC	$8.4M	421,268	+103,619	ADD
121	SEI INVESTMENTS CO	$8.4M	421,181	+183,651	ADD
122	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.1M	406,134	+19,337	ADD
123	Point72 Asset Management, L.P.	$8.0M	400,709	−890,864	TRIM
124	Asset Management One Co., Ltd.	$7.8M	388,600	+17,216	ADD
125	Mitsubishi UFJ Trust & Banking Corp	$7.8M	388,424	−9,698	TRIM
126	Walleye Capital LLC	$7.6M	379,395	−401,536	TRIM
127	Tredje AP-fonden	$7.6M	379,215	+214,673	ADD
128	MACQUARIE GROUP LTD	$7.6M	379,137	+3,122	ADD
129	RENAISSANCE TECHNOLOGIES LLC	$7.6M	376,651	−3,904,500	TRIM
130	TORONTO DOMINION BANK	$7.5M	372,696	−36,666	TRIM
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.4M	369,883	+369,883	NEW
132	NEW ENGLAND ASSET MANAGEMENT INC	$7.4M	368,490	0	NO CHANGE
133	Creative Planning	$7.2M	360,283	+115,799	ADD
134	Weiss Asset Management LP	$7.0M	351,100	+351,100	NEW
135	KLP KAPITALFORVALTNING AS	$6.9M	343,862	0	NO CHANGE
136	TD ASSET MANAGEMENT INC	$6.8M	338,812	−8,825	TRIM
137	BNP Paribas Asset Management Holding S.A.	$6.8M	338,169	−802,246	TRIM
138	Engineers Gate Manager LP	$6.8M	336,844	+66,580	ADD
139	LBP AM SA	$6.7M	334,762	−269,673	TRIM
140	NOMURA ASSET MANAGEMENT CO LTD	$6.7M	332,275	+342	ADD
141	ENVESTNET ASSET MANAGEMENT INC	$6.5M	321,911	−273,796	TRIM
142	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.4M	321,413	+217,400	ADD
143	Capital International, Inc./CA/	$6.3M	314,825	−190,782	TRIM
144	ROYAL LONDON ASSET MANAGEMENT LTD	$6.1M	304,292	+10,728	ADD
145	Ethic Inc.	$6.1M	303,353	+3,813	ADD
146	CREDIT AGRICOLE S A	$6.1M	302,498	−208,486	TRIM
147	Cetera Investment Advisers	$5.9M	294,397	−9,383	TRIM
148	Interval Partners, LP	$5.9M	294,169	−895,652	TRIM
149	Resona Asset Management Co.,Ltd.	$5.9M	295,245	−564	TRIM
150	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.9M	292,456	+44,426	ADD
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.8M	291,068	−3,799	TRIM
152	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$5.5M	275,913	+161,473	ADD
153	SEB Asset Management AB	$5.4M	269,690	—	NO PRIOR
154	Catherine Avery Investment Management LLC	$5.4M	268,094	+77,035	ADD
155	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.3M	266,527	+29,944	ADD
156	COMMONWEALTH EQUITY SERVICES, LLC	$5.3M	264,799	−16,281	TRIM
157	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.3M	264,028	+1,600	ADD
158	ProShare Advisors LLC	$5.3M	263,893	+65,455	ADD
159	CIBC Bancorp USA Inc.	$5.2M	259,280	—	NO PRIOR
160	Czech National Bank	$5.1M	255,199	+10,240	ADD
161	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.1M	252,702	+11,947	ADD
162	Arizona State Retirement System	$5.0M	250,921	−4,797	TRIM
163	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$5.0M	250,820	+250,820	NEW
164	&PARTNERS	$5.0M	248,033	+59,055	ADD
165	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.0M	255,087	+50,094	ADD
166	Rockefeller Capital Management L.P.	$4.9M	244,671	+15,103	ADD
167	CIBC WORLD MARKET INC.	$4.7M	236,663	+108,736	ADD
168	ExodusPoint Capital Management, LP	$4.7M	234,026	−156,814	TRIM
169	FIFTH THIRD BANCORP	$4.6M	229,967	+145,950	ADD
170	Jefferies Financial Group Inc.	$4.6M	229,261	+8,738	ADD
171	Rafferty Asset Management, LLC	$4.6M	227,812	−75,354	TRIM
172	CIBC Asset Management Inc	$4.6M	227,764	+4,563	ADD
173	NISA INVESTMENT ADVISORS, LLC	$4.5M	226,475	+477	ADD
174	Concurrent Investment Advisors, LLC	$4.5M	224,119	+38,753	ADD
175	HighTower Advisors, LLC	$4.4M	219,087	−74,882	TRIM
176	MetLife Investment Management, LLC	$4.4M	218,727	−4,246	TRIM
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	218,277	+2,191	ADD
178	IEQ CAPITAL, LLC	$4.4M	217,163	+59,985	ADD
179	Pathstone Holdings, LLC	$4.3M	214,813	+12,915	ADD
180	Donoghue Forlines LLC	$4.3M	214,760	+142,282	ADD
181	State of New Jersey Common Pension Fund D	$4.3M	214,389	+56,358	ADD
182	IFM Investors Pty Ltd	$4.3M	213,357	+24,488	ADD
183	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$4.2M	207,320	−1,558,412	TRIM
184	Mirae Asset Global Investments Co., Ltd.	$4.0M	201,964	+34,737	ADD
185	DnB Asset Management AS	$3.9M	194,029	−282,804	TRIM
186	Legato Capital Management LLC	$3.7M	185,000	+65,700	ADD
187	Wealthcare Advisory Partners LLC	$3.7M	184,454	+1,497	ADD
188	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.7M	183,274	−445	TRIM
189	Woodline Partners LP	$3.7M	182,988	+24,431	ADD
190	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.7M	182,494	+601	ADD
191	US BANCORP \DE\	$3.6M	180,661	+215	ADD
192	MALTESE CAPITAL MANAGEMENT LLC	$3.6M	179,869	−5,131	TRIM
193	KLCM Advisors, Inc.	$3.5M	175,445	+32,947	ADD
194	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.5M	174,047	+52,822	ADD
195	MERCER GLOBAL ADVISORS INC /ADV	$3.4M	170,431	+28,763	ADD
196	Vanguard Personalized Indexing Management, LLC	$3.3M	164,371	+9,868	ADD
197	TRILLIUM ASSET MANAGEMENT, LLC	$3.3M	148,098	+148,098	NEW
198	CWM, LLC	$3.2M	161,904	+31,168	ADD
199	NEOS Investment Management LLC	$3.2M	161,047	+7,498	ADD
200	XPONANCE LLC	$3.2M	159,880	−194,933	TRIM
201	Daiwa Securities Group Inc.	$3.2M	157,843	+7,090	ADD
202	OSAIC HOLDINGS, INC.	$3.2M	157,817	−21,454	TRIM
203	D L CARLSON INVESTMENT GROUP INC	$3.1M	154,636	+4,254	ADD
204	Allianz Asset Management GmbH	$3.1M	154,544	+108,402	ADD
205	Cinctive Capital Management LP	$3.0M	151,728	−274,831	TRIM
206	Utah Retirement Systems	$3.0M	150,131	−5,826	TRIM
207	Lighthouse Investment Partners, LLC	$3.0M	149,469	−445,112	TRIM
208	Brevan Howard Capital Management LP	$2.7M	135,708	−425,872	TRIM
209	Rakuten Investment Management, Inc.	$2.7M	138,366	+16,029	ADD
210	COZAD ASSET MANAGEMENT INC	$2.6M	131,089	−881	TRIM
211	ICON ADVISERS INC/CO	$2.6M	131,000	0	NO CHANGE
212	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.6M	130,335	+2,772	ADD
213	D.A. DAVIDSON & CO.	$2.6M	128,860	+6,934	ADD
214	USS Investment Management Ltd	$2.6M	128,284	+6,976	ADD
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	127,222	−37,828	TRIM
216	MFG WEALTH MANAGEMENT, INC.	$2.5M	126,628	−26,239	TRIM
217	Venture Visionary Partners LLC	$2.5M	122,922	−7,085	TRIM
218	Rodgers Brothers Inc.	$2.5M	122,750	+122,750	NEW
219	GUGGENHEIM CAPITAL LLC	$2.4M	121,289	+68,748	ADD
220	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.4M	121,026	+4,165	ADD
221	Morningstar Investment Management LLC	$2.4M	120,607	+8,785	ADD
222	Vident Advisory, LLC	$2.4M	118,738	+94,473	ADD
223	Federation des caisses Desjardins du Quebec	$2.3M	115,107	+10,316	ADD
224	Walleye Trading LLC	$2.3M	115,207	+84,438	ADD
225	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.3M	114,897	+13,712	ADD
226	COMMERCE BANK	$2.3M	114,591	+9,287	ADD
227	Merit Financial Group, LLC	$2.3M	112,638	+22,196	ADD
228	Sequoia Financial Advisors, LLC	$2.2M	108,801	+12,769	ADD
229	Summit Trail Advisors, LLC	$2.2M	108,138	+31,633	ADD
230	Vinva Investment Management Ltd	$2.2M	111,615	0	NO CHANGE
231	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	107,291	+1,000	ADD
232	Farringdon Capital, Ltd.	$2.1M	105,373	+105,373	NEW
233	Ensign Peak Advisors, Inc	$2.1M	104,495	+42,726	ADD
234	Andra AP-fonden	$2.1M	103,539	−53,761	TRIM
235	Janus Henderson Group Ltd.	$2.1M	103,215	+32,150	ADD
236	YOUSIF CAPITAL MANAGEMENT, LLC	$2.1M	103,019	−3,501	TRIM
237	Dana Investment Advisors, Inc.	$2.0M	101,249	−1,063	TRIM
238	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	99,673	−82	TRIM
239	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.0M	98,589	−152	TRIM
240	NORDEA INVESTMENT MANAGEMENT AB	$2.0M	99,687	−5,112	TRIM
241	OP Asset Management Ltd	$2.0M	97,814	—	NO PRIOR
242	Avanza Fonder AB	$1.9M	97,055	0	NO CHANGE
243	Private Advisor Group, LLC	$1.9M	95,200	−6,790	TRIM
244	Valmark Advisers, Inc.	$1.8M	91,477	0	NO CHANGE
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.8M	90,570	+4,066	ADD
246	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	89,922	+9,376	ADD
247	ASSETMARK, INC	$1.8M	89,367	+7,653	ADD
248	Palouse Capital Management, Inc.	$1.8M	89,343	−71,964	TRIM
249	Tidal Investments LLC	$1.8M	88,947	+38,050	ADD
250	Aster Capital Management (DIFC) Ltd	$1.8M	110,150	+99,386	ADD
251	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.7M	86,300	0	NO CHANGE
252	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	86,107	+86,107	NEW
253	Moors & Cabot, Inc.	$1.7M	83,966	−2,617	TRIM
254	Fisher Asset Management, LLC	$1.7M	83,829	−8,370	TRIM
255	Osmosis Investment Management UK Ltd	$1.7M	83,129	−109,158	TRIM
256	XTX Topco Ltd	$1.7M	82,381	−92,311	TRIM
257	ASR Vermogensbeheer N.V.	$1.6M	81,389	+3,765	ADD
258	Generali Asset Management SPA SGR	$1.6M	79,748	+72,744	ADD
259	Diversified Trust Co	$1.6M	79,511	+79,511	NEW
260	Mattson Financial Services, LLC	$1.6M	77,962	+2,191	ADD
261	TWO SIGMA SECURITIES, LLC	$1.6M	77,495	+77,495	NEW
262	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$1.5M	77,100	+77,100	NEW
263	B. Metzler seel. Sohn & Co. AG	$1.5M	76,770	−1,320	TRIM
264	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	76,528	+7,916	ADD
265	Machina Capital S.A.S.	$1.5M	74,987	+74,987	NEW
266	Integrated Quantitative Investments LLC	$1.5M	72,899	+61,860	ADD
267	INTECH INVESTMENT MANAGEMENT LLC	$1.4M	71,859	+23,169	ADD
268	NewEdge Advisors, LLC	$1.4M	71,615	−34,822	TRIM
269	Arvest Bank Trust Division	$1.4M	70,325	+919	ADD
270	EVERGREEN CAPITAL MANAGEMENT LLC	$1.4M	68,914	+2,116	ADD
271	TRUIST FINANCIAL CORP	$1.4M	68,599	−6,685	TRIM
272	Waterford Advisors, LLC	$1.4M	69,833	−14,119	TRIM
273	Wealthstar Advisors, LLC	$1.3M	66,897	+66,897	NEW
274	Parallax Volatility Advisers, L.P.	$1.3M	60,301	+28,864	ADD
275	Investment Management Corp of Ontario	$1.3M	66,087	+3,000	ADD
276	Pine Valley Investments Ltd Liability Co	$1.3M	65,097	+3,983	ADD
277	CAXTON ASSOCIATES LLP	$1.3M	64,022	−7,084	TRIM
278	MAI Capital Management	$1.3M	63,670	+20,750	ADD
279	Orion Porfolio Solutions, LLC	$1.3M	63,572	−5,071	TRIM
280	EQUITABLE TRUST CO	$1.3M	63,517	−1,003	TRIM
281	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.3M	62,486	+62,486	NEW
282	Apollon Wealth Management, LLC	$1.2M	62,237	+16,274	ADD
283	HENNESSY ADVISORS INC	$1.2M	62,000	+42,000	ADD
284	TRUE Private Wealth Advisors	$1.2M	59,779	−90	TRIM
285	Meeder Advisory Services, Inc.	$1.2M	59,727	+719	ADD
286	MCDONALD PARTNERS LLC	$1.2M	62,530	+2,610	ADD
287	GROUPAMA ASSET MANAGMENT	$1.2M	58,465	+29,467	ADD
288	Patriot Financial Group Insurance Agency, LLC	$1.1M	56,924	+56,924	NEW
289	Norinchukin Bank, The	$1.1M	56,862	+312	ADD
290	MIZUHO SECURITIES USA LLC	$1.1M	56,648	−10,994	TRIM
291	Register Financial Advisors LLC	$1.1M	55,413	+4,128	ADD
292	SummitTX Capital, L.P.	$1.1M	54,604	+54,604	NEW
293	Crossmark Global Holdings, Inc.	$1.1M	54,289	—	NO PRIOR
294	Lombard Odier Asset Management (Switzerland) SA	$1.1M	54,200	+54,200	NEW
295	Harrington Investments, INC	$1.1M	54,191	+3,400	ADD
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	54,023	+2,237	ADD
297	HARTFORD INVESTMENT MANAGEMENT CO	$1.1M	53,459	+744	ADD
298	Centennial Wealth Advisory LLC	$1.1M	53,191	+8,205	ADD
299	Sivia Capital Partners, LLC	$1.0M	51,356	+51,356	NEW
300	Allspring Global Investments Holdings, LLC	$1.0M	50,567	+3,246	ADD
301	Elevated Capital Advisors, LLC	$1.0M	50,403	+2,471	ADD
302	Drucker Wealth 3.0, LLC	$999K	49,807	+6,134	ADD
303	Stratos Wealth Partners, LTD.	$988K	49,296	−3,063	TRIM
304	iSAM Funds (UK) Ltd	$980K	48,880	−165,207	TRIM
305	ABN AMRO INVESTMENT SOLUTIONS	$980K	48,872	+1,287	ADD
306	Ascent Group, LLC	$975K	48,613	+3,607	ADD
307	Maryland State Retirement & Pension System	$969K	48,308	0	NO CHANGE
308	Candriam S.C.A.	$968K	48,301	+6,309	ADD
309	ARVEST INVESTMENTS, INC.	$968K	48,257	−1,042	TRIM
310	ALERUS FINANCIAL NA	$966K	48,194	+46,076	ADD
311	Chesley Taft & Associates LLC	$956K	47,692	−3,800	TRIM
312	Neo Ivy Capital Management	$949K	47,311	−37,373	TRIM
313	BLAIR WILLIAM & CO/IL	$946K	47,158	+14,557	ADD
314	DEMMING FINANCIAL SERVICES CORP /ADV	$944K	47,071	+5	ADD
315	HB Wealth Management, LLC	$943K	47,033	+3,673	ADD
316	Illinois Municipal Retirement Fund	$936K	46,692	+46,692	NEW
317	OMERS ADMINISTRATION Corp	$935K	46,632	+13,448	ADD
318	WASHINGTON CAPITAL MANAGEMENT, INC	$931K	46,410	−37,400	TRIM
319	Royal Fund Management, LLC	$928K	46,300	+46,300	NEW
320	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$919K	45,824	+45,824	NEW
321	M&T BANK CORP	$917K	45,758	+1,959	ADD
322	Carnegie Investment Counsel	$909K	45,315	−33,827	TRIM
323	TOKIO MARINE ASSET MANAGEMENT CO LTD	$905K	45,139	+2,868	ADD
324	GLENMEDE TRUST CO NA	$900K	44,867	−1,217	TRIM
325	PEAK6 LLC	$891K	44,437	+44,437	NEW
326	BRADLEY FOSTER & SARGENT INC/CT	$886K	44,180	−20	TRIM
327	GREENWOOD CAPITAL ASSOCIATES LLC	$879K	43,854	−55,535	TRIM
328	Fieldview Capital Management, LLC	$870K	43,375	+43,375	NEW
329	ING GROEP NV	$865K	43,129	−321	TRIM
330	AG2R LA MONDIALE GESTION D'ACTIFS	$854K	42,579	+42,579	NEW
331	SALZHAUER MICHAEL	$838K	201,914	+146,300	ADD
332	Oak Thistle LLC	$834K	41,580	−126,214	TRIM
333	Empowered Funds, LLC	$824K	41,099	+41,099	NEW
334	Frank, Rimerman Advisors LLC	$823K	41,039	+52	ADD
335	Y-Intercept (Hong Kong) Ltd	$819K	40,847	−232,841	TRIM
336	Intrua Financial, LLC	$805K	40,162	−2,592	TRIM
337	Buckland Partners Management Co LLC	$802K	40,000	0	NO CHANGE
338	RITHOLTZ WEALTH MANAGEMENT	$784K	39,124	+39,124	NEW
339	Auxano Advisors, LLC	$778K	38,808	−351	TRIM
340	MUFG Securities EMEA plc	$767K	38,253	0	NO CHANGE
341	Focus Partners Advisor Solutions, LLC	$765K	38,143	−1,801	TRIM
342	Sanctuary Advisors, LLC	$759K	37,838	+5,306	ADD
343	MML INVESTORS SERVICES, LLC	$753K	37,577	−12,301	TRIM
344	FLPUTNAM INVESTMENT MANAGEMENT CO	$748K	37,330	+23,116	ADD
345	Curi Capital, LLC	$744K	37,129	+634	ADD
346	Fort Sheridan Advisors LLC	$742K	37,000	0	NO CHANGE
347	TRUST CO OF TOLEDO NA /OH/	$740K	36,927	+20	ADD
348	Annis Gardner Whiting Capital Advisors, LLC	$740K	36,914	+836	ADD
349	Proactive Wealth Strategies LLC	$737K	36,741	+18,563	ADD
350	Invst, LLC	$736K	36,712	+36,712	NEW
351	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$726K	36,202	−544	TRIM
352	COLDSTREAM CAPITAL MANAGEMENT INC	$722K	35,993	+5,716	ADD
353	1ST SOURCE BANK	$711K	35,460	−500	TRIM
354	Avior Wealth Management, LLC	$703K	35,077	+2,905	ADD
355	Magnetar Financial LLC	$696K	35,900	+35,900	NEW
356	Saudi Central Bank	$683K	34,070	+34,070	NEW
357	Nordwand Advisors, LLC	$682K	34,000	0	NO CHANGE
358	Brown Financial Advisors	$675K	33,647	+3,963	ADD
359	Compound Planning, Inc.	$656K	32,729	−525	TRIM
360	Empirical Finance, LLC	$651K	32,472	−62	TRIM
361	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$650K	32,493	+556	ADD
362	OXFORD ASSET MANAGEMENT LLP	$647K	32,260	+32,260	NEW
363	PRUDENTIAL PLC	$643K	32,080	0	NO CHANGE
364	Essex Financial Services, Inc.	$640K	31,915	−122	TRIM
365	MGO ONE SEVEN LLC	$636K	31,720	−2,445	TRIM
366	CM WEALTH ADVISORS LLC	$628K	31,324	0	NO CHANGE
367	Sterling Capital Management LLC	$624K	31,133	−24,929	TRIM
368	FIDUCIARY TRUST CO	$617K	30,768	+5,763	ADD
369	Legacy Capital Group California, Inc.	$615K	30,670	−3,467	TRIM
370	HOLDERNESS INVESTMENTS CO	$609K	30,397	−552	TRIM
371	GATEWAY INVESTMENT ADVISERS LLC	$608K	30,323	−465,638	TRIM
372	CHOREO, LLC	$606K	30,201	−22,597	TRIM
373	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$601K	29,983	+300	ADD
374	BENJAMIN EDWARDS INC	$601K	29,975	+497	ADD
375	Steward Partners Investment Advisory, LLC	$600K	29,929	+1,137	ADD
376	Smartleaf Asset Management LLC	$593K	30,565	−2,139	TRIM
377	OneAscent Financial Services LLC	$591K	29,462	−490	TRIM
378	MIRABELLA FINANCIAL SERVICES LLP	$590K	29,419	−29,560	TRIM
379	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$577K	28,761	+181	ADD
380	Aquatic Capital Management LLC	$576K	28,729	+28,729	NEW
381	INCEPTIONR LLC	$570K	28,442	+28,442	NEW
382	QUADRANT CAPITAL GROUP LLC	$567K	28,296	+833	ADD
383	MUFG SECURITIES AMERICAS INC.	$565K	28,178	+986	ADD
384	Voleon Capital Management LP	$562K	28,042	+28,042	NEW
385	Institute for Wealth Management, LLC.	$556K	27,746	−106	TRIM
386	Hartford Financial Management Inc.	$553K	27,563	0	NO CHANGE
387	North Dakota State Investment Board	$548K	27,331	−5,110	TRIM
388	Dakota Wealth Management	$534K	26,619	−150	TRIM
389	NORDEN GROUP LLC	$534K	26,612	+1,805	ADD
390	Baird Financial Group, Inc.	$532K	26,552	+26,552	NEW
391	Metis Global Partners, LLC	$528K	26,346	−3,201	TRIM
392	Teza Capital Management LLC	$523K	26,093	+4,797	ADD
393	Callan Family Office, LLC	$523K	26,083	+744	ADD
394	Empire Financial Management Company, LLC	$522K	26,026	0	NO CHANGE
395	Laird Norton Wetherby Trust Company, LLC	$516K	25,745	+31	ADD
396	Dai-ichi Life Insurance Company, Ltd	$510K	25,437	−12,563	TRIM
397	REGIONS FINANCIAL CORP	$510K	25,423	−12,283	TRIM
398	SECURIAN ASSET MANAGEMENT, INC	$510K	25,420	+160	ADD
399	Consilium Wealth Advisory, LLC	$508K	25,327	+25,327	NEW
400	Squarepoint Ops LLC	$499K	24,909	−271,392	TRIM
401	Bryn Mawr Trust Advisors, LLC	$499K	24,877	+9,614	ADD
402	Banque Cantonale Vaudoise	$496K	24,690	+19,535	ADD
403	Vontobel Holding Ltd.	$490K	24,433	−84	TRIM
404	NOMURA HOLDINGS INC	$490K	24,427	−1,711	TRIM
405	Arax Advisory Partners	$486K	24,261	+19,437	ADD
406	Bleakley Financial Group, LLC	$485K	24,191	+583	ADD
407	New England Research & Management, Inc.	$480K	23,925	+13,525	ADD
408	Wedmont Private Capital	$480K	22,529	+4,602	ADD
409	SMART Wealth LLC	$476K	23,762	+23,762	NEW
410	Tempo Wealth, LLC	$476K	23,727	+936	ADD
411	DAYMARK WEALTH PARTNERS, LLC	$467K	23,316	+3,464	ADD
412	Baader Bank Aktiengesellschaft	$465K	23,179	+23,179	NEW
413	E. Ohman J:or Asset Management AB	$463K	23,108	0	NO CHANGE
414	International Private Wealth Advisors LLC	$458K	22,863	+3,338	ADD
415	Pflug Koory, LLC	$457K	22,780	0	NO CHANGE
416	WAYCROSS PARTNERS, LLC	$456K	22,731	0	NO CHANGE
417	Signal Advisors Wealth, LLC	$455K	22,711	+120	ADD
418	Prosperity Consulting Group, LLC	$452K	22,566	+3,175	ADD
419	JOHNSON INVESTMENT COUNSEL INC	$449K	22,385	+204	ADD
420	Copley Financial Group, Inc.	$444K	22,168	−1,403	TRIM
421	Dorsey & Whitney Trust CO LLC	$440K	21,949	+1,043	ADD
422	World Investment Advisors	$432K	21,529	−852	TRIM
423	B. Riley Wealth Advisors, Inc.	$428K	22,055	−611	TRIM
424	HANCOCK WHITNEY CORP	$421K	19,036	−46	TRIM
425	Vise Technologies, Inc.	$416K	20,158	0	NO CHANGE
426	Kingsview Wealth Management, LLC	$413K	20,611	−15	TRIM
427	Gotham Asset Management, LLC	$403K	20,099	+1,844	ADD
428	Bull Harbor Capital LLC	$393K	19,586	—	NO PRIOR
429	Meiji Yasuda Life Insurance Co	$389K	19,381	−4,200	TRIM
430	Accurate Wealth Management, LLC	$383K	17,858	+2,193	ADD
431	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$378K	18,866	−4,902	TRIM
432	Portfolio Design Labs, LLC	$376K	18,763	−1,715	TRIM
433	Ballentine Partners, LLC	$372K	18,547	+105	ADD
434	Savant Capital, LLC	$370K	18,473	+3,567	ADD
435	Elo Mutual Pension Insurance Co	$370K	18,460	+18,460	NEW
436	PINNACLE ASSOCIATES LTD	$370K	18,440	−1,059	TRIM
437	Bouchey Financial Group, Ltd.	$369K	17,029	−316	TRIM
438	SAX WEALTH ADVISORS, LLC	$366K	17,753	0	NO CHANGE
439	Shakespeare Wealth Management, LLC	$363K	18,121	0	NO CHANGE
440	ABC ARBITRAGE SA	$361K	17,990	+17,990	NEW
441	Mayflower Financial Advisors, LLC	$361K	17,989	+108	ADD
442	Future Financial Wealth Managment LLC	$360K	16,700	0	NO CHANGE
443	FORTRESS FINANCIAL GROUP, LLC	$352K	17,566	−43	TRIM
444	TEMA ETFS LLC	$352K	17,547	+91	ADD
445	GeoWealth Management, LLC	$348K	17,358	+17,358	NEW
446	Summit Financial, LLC	$342K	17,066	+847	ADD
447	KEYBANK NATIONAL ASSOCIATION/OH	$341K	17,031	+17,031	NEW
448	LYNCH & ASSOCIATES/IN	$340K	16,975	−500	TRIM
449	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$339K	16,920	−4,000	TRIM
450	Sowell Financial Services LLC	$338K	16,874	+188	ADD
451	Abel Hall, LLC	$336K	16,755	+16,755	NEW
452	UMB Bank, n.a.	$335K	16,717	+555	ADD
453	PARK NATIONAL CORP /OH/	$332K	16,556	+964	ADD
454	STOREBRAND ASSET MANAGEMENT AS	$326K	16,269	—	NO PRIOR
455	CALDWELL SUTTER CAPITAL, INC.	$319K	15,903	−322	TRIM
456	Beacon Pointe Advisors, LLC	$314K	15,673	−7,129	TRIM
457	Tower Research Capital LLC (TRC)	$314K	15,667	−59,161	TRIM
458	Quarry LP	$311K	15,501	+7,882	ADD
459	EVOLVE PRIVATE WEALTH, LLC	$310K	15,480	−1,005	TRIM
460	Chicago Partners Investment Group LLC	$304K	13,775	+164	ADD
461	Kohmann Bosshard Financial Services, LLC	$300K	14,979	−2,000	TRIM
462	Waverly Advisors, LLC	$299K	14,899	+1,215	ADD
463	FOUNDERS CAPITAL MANAGEMENT, LLC	$298K	14,857	0	NO CHANGE
464	OPPENHEIMER & CO INC	$297K	14,825	+1	ADD
465	Systematic Alpha Investments, LLC	$293K	14,601	0	NO CHANGE
466	NWAM LLC	$285K	14,216	−372	TRIM
467	LAZARD ASSET MANAGEMENT LLC	$282K	14,058	0	NO CHANGE
468	Post Resch Tallon Group Inc.	$279K	13,746	−165	TRIM
469	Lansforsakringar Fondforvaltning AB (publ)	$279K	13,926	+1,453	ADD
470	CVA Family Office, LLC	$277K	13,833	+1,033	ADD
471	Atria Investments, Inc	$277K	13,832	−409	TRIM
472	Wilmington Savings Fund Society, FSB	$277K	13,800	0	NO CHANGE
473	Modern Wealth Management, LLC	$276K	13,592	+1,821	ADD
474	Impact Partnership Wealth, LLC	$276K	13,783	+13,783	NEW
475	Ascentis Independent Advisors	$275K	13,731	+15	ADD
476	WEALTH EFFECTS LLC	$275K	13,714	0	NO CHANGE
477	Equitable Holdings, Inc.	$275K	13,326	−215	TRIM
478	Cornerstone Wealth Management, LLC	$274K	13,670	−612	TRIM
479	WINTON GROUP Ltd	$274K	13,660	+3,899	ADD
480	Retireful, LLC	$273K	13,628	+745	ADD
481	Kuhn & Co Investment Counsel	$273K	13,620	0	NO CHANGE
482	Pinnacle Wealth Planning Services, Inc.	$269K	13,405	+165	ADD
483	Pallas Capital Advisors LLC	$266K	13,289	−7,061	TRIM
484	Siemens Fonds Invest GmbH	$262K	13,072	0	NO CHANGE
485	Krilogy Financial LLC	$262K	12,093	−2,168	TRIM
486	NorthCrest Asset Manangement, LLC	$261K	12,755	−19,648	TRIM
487	Mutual Advisors, LLC	$261K	13,006	−16	TRIM
488	Cherokee Insurance Co	$261K	13,000	0	NO CHANGE
489	PROFUND ADVISORS LLC	$260K	12,991	−2,559	TRIM
490	PATTON FUND MANAGEMENT, INC.	$258K	12,859	+1,123	ADD
491	Fifth Third Wealth Advisors LLC	$257K	12,798	+2,083	ADD
492	Paragon Capital Management Ltd	$255K	12,722	−540	TRIM
493	MATHER GROUP, LLC.	$253K	12,636	+1,480	ADD
494	CARRET ASSET MANAGEMENT, LLC	$253K	12,635	0	NO CHANGE
495	Soltis Investment Advisors LLC	$252K	12,571	+1,028	ADD
496	PCM Encore, LLC	$251K	12,502	+322	ADD
497	EQUITY INVESTMENT CORP	$250K	12,491	−360	TRIM
498	Allworth Financial LP	$249K	12,436	+4,371	ADD
499	Manchester Capital Management LLC	$249K	12,435	+468	ADD
500	Clear Creek Financial Management, LLC	$244K	12,184	+12,184	NEW

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

Congress ↔ notable managers · KEY

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Julie Johnson D–TX-32, Tommy Tuberville R–AL $3K–$45K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $403K held
Trimming: 2 Bridgewater Associates, Caxton Associates $20.6M held

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

Merged timeline of congressional filings and notable-manager moves on KEY
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+1,844 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−378,710 sh
2026-05-14	Caxton Associates 13F	TRIM	−7,084 sh

7 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

14 members of Congress disclosed KEY — 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).