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 ↗

KINDER MORGAN INC DEL · COM · quarter ended 2026-03-31 · 32 members disclosed KMI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,491 holders are listed, largest first: 1,491
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $45.4B
holders whose share count rose or who opened the position (new + add), by shares: 743
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 124

Holders — quarter ended 2026-03-31

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

13F holders of KMI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.8B	173,959,103	+1,231,278	ADD
2	STATE STREET CORP	$4.2B	125,501,841	+8,641,524	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.2B	124,953,580	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	67,321,478	—	NO PRIOR
5	BANK OF AMERICA CORP /DE/	$2.1B	62,018,394	+836,571	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$1.8B	54,941,387	+1,911,513	ADD
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.0B	30,366,044	+261,215	ADD
8	MORGAN STANLEY	$1.0B	30,269,661	+875,608	ADD
9	Invesco Ltd.	$723M	21,575,956	+1,035,039	ADD
10	Blackstone Inc.	$703M	20,971,186	−402,677	TRIM
11	NORTHERN TRUST CORP	$627M	18,696,072	−334,907	TRIM
12	FMR LLC	$600M	17,884,302	+1,921,385	ADD
13	UBS Group AG	$597M	17,810,078	−351,971	TRIM
14	DEUTSCHE BANK AG\	$579M	17,278,556	+2,492,925	ADD
15	DIMENSIONAL FUND ADVISORS LP	$578M	17,237,384	+448,130	ADD
16	Amundi	$507M	15,130,700	+831,125	ADD
17	Legal & General Group Plc	$480M	14,308,828	−1,252,940	TRIM
18	WELLS FARGO & COMPANY/MN	$421M	12,545,841	−494,636	TRIM
19	Bank of New York Mellon Corp	$414M	12,352,286	+65,965	ADD
20	Orbis Allan Gray Ltd	$379M	11,308,464	+758,127	ADD
21	AQR CAPITAL MANAGEMENT LLC	$379M	11,293,805	+2,654,486	ADD
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$375M	11,171,146	+269,593	ADD
23	VANGUARD FIDUCIARY TRUST CO	$368M	10,966,540	—	NO PRIOR
24	KAYNE ANDERSON CAPITAL ADVISORS LP	$367M	10,954,067	−1,663,962	TRIM
25	59 North Capital Management, LP	$354M	10,563,400	−810,145	TRIM
26	Clearbridge Investments, LLC	$302M	9,010,762	−72,518	TRIM
27	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$272M	8,104,113	+114,013	ADD
28	WESTWOOD HOLDINGS GROUP INC	$260M	7,756,161	−594,450	TRIM
29	Energy Income Partners, LLC	$249M	7,435,176	−530,596	TRIM
30	Ensign Peak Advisors, Inc	$248M	7,406,919	−1,094,756	TRIM
31	Nuveen, LLC	$211M	6,279,976	−1,854,001	TRIM
32	Swiss National Bank	$197M	5,876,274	+396,000	ADD
33	TWO SIGMA INVESTMENTS, LP	$196M	5,857,134	+4,554,299	ADD
34	HSBC HOLDINGS PLC	$196M	5,853,926	−6,438,594	TRIM
35	D. E. Shaw & Co., Inc.	$196M	5,844,700	+2,084,480	ADD
36	Zimmer Partners, LP	$192M	5,735,100	+1,719,300	ADD
37	Connor, Clark & Lunn Investment Management Ltd.	$192M	5,725,664	+1,438,021	ADD
38	Vontobel Holding Ltd.	$190M	5,656,248	+5,605,000	ADD
39	Pictet Asset Management Holding SA	$186M	5,546,623	−232,307	TRIM
40	ROYAL LONDON ASSET MANAGEMENT LTD	$180M	5,370,393	−44,783	TRIM
41	Focus Partners Wealth	$173M	5,171,198	+50,314	ADD
42	ENVESTNET ASSET MANAGEMENT INC	$170M	5,083,784	+29,768	ADD
43	ROYAL BANK OF CANADA	$162M	4,828,942	−933,518	TRIM
44	BARCLAYS PLC	$161M	4,808,368	+261,152	ADD
45	FIRST TRUST ADVISORS LP	$161M	4,788,565	+349,939	ADD
46	RAYMOND JAMES FINANCIAL INC	$153M	4,577,864	−271,986	TRIM
47	BANK OF MONTREAL /CAN/	$151M	4,507,868	−465,002	TRIM
48	Sumitomo Mitsui Trust Group, Inc.	$150M	4,462,278	−178,013	TRIM
49	Mitsubishi UFJ Asset Management Co., Ltd.	$150M	4,459,122	+292,220	ADD
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$148M	4,426,598	−372,450	TRIM
51	Vanguard Global Advisers, LLC	$143M	4,278,883	—	NO PRIOR
52	AMERIPRISE FINANCIAL INC	$138M	4,105,404	+518,549	ADD
53	BAHL & GAYNOR INC	$136M	4,048,277	−410,600	TRIM
54	LPL Financial LLC	$135M	4,033,465	−149,210	TRIM
55	FRANKLIN RESOURCES INC	$126M	3,753,358	+1,875,868	ADD
56	VANGUARD ASSET MANAGEMENT, Ltd	$123M	3,672,496	—	NO PRIOR
57	CONFLUENCE INVESTMENT MANAGEMENT LLC	$117M	3,489,006	−148,029	TRIM
58	Mariner, LLC	$114M	3,395,085	+337,174	ADD
59	AVIVA PLC	$109M	3,237,095	+83,010	ADD
60	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$107M	3,197,903	−120,608	TRIM
61	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$102M	3,050,303	−222,277	TRIM
62	Advisors Capital Management, LLC	$101M	3,020,623	+64,733	ADD
63	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$100M	2,994,968	+2,146,573	ADD
64	National Pension Service	$100M	2,985,616	+2,985,616	NEW
65	ZACKS INVESTMENT MANAGEMENT	$98.8M	2,947,548	+423	ADD
66	Eurizon Capital SGR S.p.A.	$98.8M	2,941,625	−162,049	TRIM
67	PRINCIPAL FINANCIAL GROUP INC	$97.1M	2,896,158	−475,138	TRIM
68	Rockefeller Capital Management L.P.	$96.6M	2,879,525	+40,092	ADD
69	BROOKFIELD Corp /ON/	$96.0M	2,862,006	+626,572	ADD
70	BERKLEY W R CORP	$95.1M	2,837,206	0	NO CHANGE
71	NORDEA INVESTMENT MANAGEMENT AB	$94.5M	2,795,692	−47,308	TRIM
72	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$91.3M	2,722,300	−142,700	TRIM
73	KING LUTHER CAPITAL MANAGEMENT CORP	$89.2M	2,658,960	−21,050	TRIM
74	KORNITZER CAPITAL MANAGEMENT INC /KS	$85.6M	2,554,090	−25,931	TRIM
75	Life Cycle Investment Partners Ltd	$84.7M	2,525,694	+798,760	ADD
76	Recurrent Investment Advisors LLC	$81.5M	2,430,444	+944,971	ADD
77	Tredje AP-fonden	$80.6M	2,403,939	+2,403,939	NEW
78	CITIGROUP INC	$73.1M	2,180,333	+30,693	ADD
79	Aberdeen Group plc	$72.4M	2,158,664	−74,088	TRIM
80	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$68.7M	2,048,879	+2,048,879	NEW
81	EXCHANGE TRADED CONCEPTS, LLC	$68.4M	2,038,713	+19,744	ADD
82	Squarepoint Ops LLC	$67.2M	2,004,791	−2,495,976	TRIM
83	Cetera Investment Advisers	$66.4M	1,980,952	+33,577	ADD
84	BALYASNY ASSET MANAGEMENT L.P.	$65.2M	1,944,290	+1,914,891	ADD
85	STIFEL FINANCIAL CORP	$65.1M	1,940,547	−120,693	TRIM
86	Vanguard Investments Australia, Ltd.	$64.2M	1,916,113	—	NO PRIOR
87	Maryland State Retirement & Pension System	$62.5M	1,863,368	−78,665	TRIM
88	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$61.0M	1,819,987	+343,209	ADD
89	NICHOLS & PRATT ADVISERS LLP /MA	$60.6M	1,805,970	−23,092	TRIM
90	Quantinno Capital Management LP	$60.1M	1,791,193	+273,684	ADD
91	ALLIANCEBERNSTEIN L.P.	$58.0M	2,109,324	−308,512	TRIM
92	ALPS ADVISORS INC	$58.0M	1,729,166	−148,026	TRIM
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$56.0M	1,669,583	0	NO CHANGE
94	Retirement Systems of Alabama	$54.9M	1,638,064	−739	TRIM
95	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$54.8M	1,633,513	+593,426	ADD
96	CIBC Bancorp USA Inc.	$54.4M	1,622,541	—	NO PRIOR
97	VICTORY CAPITAL MANAGEMENT INC	$53.5M	1,594,819	−40,133	TRIM
98	TRUIST FINANCIAL CORP	$52.0M	1,551,203	−160,946	TRIM
99	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$50.4M	1,503,744	+1,503,744	NEW
100	BRUNI J V & CO /CO	$49.9M	1,487,854	−29,419	TRIM
101	TD ASSET MANAGEMENT INC	$49.0M	1,462,617	+38,066	ADD
102	EAGLE GLOBAL ADVISORS LLC	$48.3M	1,439,029	+69,300	ADD
103	Korea Investment CORP	$46.9M	1,398,744	−110,853	TRIM
104	First Pacific Advisors, LP	$44.7M	1,332,715	−2,743,789	TRIM
105	Fisher Funds Management LTD	$43.5M	1,297,651	−97,618	TRIM
106	CIBC WORLD MARKET INC.	$43.4M	1,295,801	−56,544	TRIM
107	HighTower Advisors, LLC	$41.7M	1,243,200	−27,905	TRIM
108	BERKSHIRE ASSET MANAGEMENT LLC/PA	$41.0M	1,222,679	+4,720	ADD
109	Assenagon Asset Management S.A.	$40.9M	1,220,042	−1,977,900	TRIM
110	Cerity Partners LLC	$39.4M	1,174,201	+117,943	ADD
111	NATIONAL BANK OF CANADA /FI/	$39.1M	1,165,792	−411,718	TRIM
112	FIL Ltd	$39.0M	1,163,539	−63,153	TRIM
113	MACQUARIE GROUP LTD	$38.8M	1,158,500	−20,303	TRIM
114	Randolph Co Inc	$38.4M	1,145,743	+300	ADD
115	NEOS Investment Management LLC	$38.2M	1,140,370	+772,850	ADD
116	Swiss Life Asset Management Ltd	$37.8M	966,990	+71,789	ADD
117	CRAWFORD INVESTMENT COUNSEL INC	$37.2M	1,109,661	+19,441	ADD
118	Americana Partners, LLC	$36.9M	1,100,133	+12,737	ADD
119	JENNISON ASSOCIATES LLC	$36.8M	1,096,668	+60,187	ADD
120	STATE OF WISCONSIN INVESTMENT BOARD	$36.4M	1,084,703	+43,708	ADD
121	Zurcher Kantonalbank (Zurich Cantonalbank)	$35.2M	1,048,462	+1,048,462	NEW
122	Fractal Investments LLC	$35.1M	1,046,638	+192,000	ADD
123	Asset Management One Co., Ltd.	$33.8M	1,009,077	+45,768	ADD
124	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$33.8M	1,007,648	+1,007,648	NEW
125	BROWN ADVISORY INC	$33.8M	1,007,596	−20,831	TRIM
126	BECKER CAPITAL MANAGEMENT INC	$33.0M	984,314	−33,469	TRIM
127	Trexquant Investment LP	$33.0M	983,406	−57,941	TRIM
128	BANK OF NOVA SCOTIA	$32.9M	982,180	−49,842	TRIM
129	Chevy Chase Trust Holdings, LLC	$32.4M	965,559	−27,608	TRIM
130	SEI INVESTMENTS CO	$32.2M	959,209	−87,366	TRIM
131	JANE STREET GROUP, LLC	$31.3M	933,173	−1,251,447	TRIM
132	HENNESSY ADVISORS INC	$30.9M	921,731	−89,730	TRIM
133	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$30.6M	1,473,918	+338,055	ADD
134	Universal- Beteiligungs- und Servicegesellschaft mbH	$29.4M	883,987	−121,429	TRIM
135	CIBC Asset Management Inc	$29.4M	876,579	−257,943	TRIM
136	KLP KAPITALFORVALTNING AS	$29.4M	876,284	+30,300	ADD
137	RR Advisors, LLC	$28.7M	855,628	−90,000	TRIM
138	Mitsubishi UFJ Trust & Banking Corp	$28.5M	849,184	+9,105	ADD
139	VOYA INVESTMENT MANAGEMENT LLC	$28.2M	841,467	+143,519	ADD
140	Creative Planning	$27.8M	830,164	+197,116	ADD
141	NEW YORK STATE COMMON RETIREMENT FUND	$27.8M	829,603	+26,000	ADD
142	Sanctuary Advisors, LLC	$27.8M	828,971	+5,404	ADD
143	STOREBRAND ASSET MANAGEMENT AS	$27.5M	820,783	—	NO PRIOR
144	Carnegie Investment Counsel	$27.3M	814,103	+1,661	ADD
145	MILLENNIUM MANAGEMENT LLC	$26.9M	801,006	−2,488,467	TRIM
146	Gotham Asset Management, LLC	$26.0M	775,892	+182,689	ADD
147	MACKENZIE FINANCIAL CORP	$25.9M	771,273	+190,034	ADD
148	Baird Financial Group, Inc.	$25.3M	755,809	+755,809	NEW
149	Susquehanna Portfolio Strategies, LLC	$25.2M	752,339	+752,339	NEW
150	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$25.2M	750,201	−353,551	TRIM
151	Richard C. Young & CO., LTD.	$25.1M	748,589	+3,978	ADD
152	EASTERN BANK	$24.9M	742,396	+17,801	ADD
153	SIR Capital Management, L.P.	$24.8M	739,720	−789,006	TRIM
154	Man Group plc	$24.8M	738,473	+520,008	ADD
155	NOMURA ASSET MANAGEMENT CO LTD	$24.6M	734,126	+18,767	ADD
156	CWM, LLC	$24.4M	727,046	+63,136	ADD
157	Curi Capital, LLC	$24.4M	726,270	−49,140	TRIM
158	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$24.1M	718,327	+11,637	ADD
159	OSAIC HOLDINGS, INC.	$23.6M	704,897	−53,983	TRIM
160	TORONTO DOMINION BANK	$23.4M	699,072	−419,228	TRIM
161	BNP Paribas Asset Management Holding S.A.	$22.8M	680,409	−195,402	TRIM
162	State of New Jersey Common Pension Fund D	$22.4M	668,379	0	NO CHANGE
163	SKBA CAPITAL MANAGEMENT LLC	$22.2M	663,315	0	NO CHANGE
164	D.A. DAVIDSON & CO.	$22.1M	658,241	+17,480	ADD
165	Illinois Municipal Retirement Fund	$22.0M	655,726	+11,070	ADD
166	Corient Private Wealth LLC	$21.9M	768,587	−754,648	TRIM
167	ASR Vermogensbeheer N.V.	$21.8M	650,266	+112,424	ADD
168	FIFTH THIRD BANCORP	$21.8M	649,435	+544,617	ADD
169	Federation des caisses Desjardins du Quebec	$21.8M	649,419	+101,000	ADD
170	Lansforsakringar Fondforvaltning AB (publ)	$21.7M	647,005	+23,493	ADD
171	GREAT LAKES ADVISORS, LLC	$21.6M	643,554	−22,559	TRIM
172	Empowered Funds, LLC	$21.2M	632,856	+507,360	ADD
173	&PARTNERS	$21.2M	631,692	−41,472	TRIM
174	U.S. Capital Wealth Advisors, LLC	$20.9M	622,221	−254,510	TRIM
175	IEQ CAPITAL, LLC	$20.8M	618,914	+137,815	ADD
176	HUNTINGTON NATIONAL BANK	$20.5M	612,601	+612,601	NEW
177	Capital Investment Advisors, LLC	$20.4M	608,905	+23,926	ADD
178	Resona Asset Management Co.,Ltd.	$20.2M	602,542	+6,174	ADD
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$20.1M	600,551	−24,292	TRIM
180	BLAIR WILLIAM & CO/IL	$19.6M	585,339	−8,432	TRIM
181	Cresset Asset Management, LLC	$19.5M	580,446	+1,734	ADD
182	COMMONWEALTH EQUITY SERVICES, LLC	$19.4M	578,910	−23,255	TRIM
183	Nan Shan Life Insurance Co., Ltd.	$19.4M	577,243	−159,954	TRIM
184	DDD Partners, LLC	$19.3M	574,445	−104,865	TRIM
185	Caprock Group, LLC	$19.0M	566,315	+25,653	ADD
186	FIRST CITIZENS BANK & TRUST CO	$18.8M	561,544	+176,493	ADD
187	MML INVESTORS SERVICES, LLC	$18.7M	559,003	−172,338	TRIM
188	CITADEL ADVISORS LLC	$18.7M	557,324	−1,346,618	TRIM
189	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.7M	557,228	−38,406	TRIM
190	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$18.6M	554,397	−57,063	TRIM
191	Arizona State Retirement System	$18.4M	548,756	−15,726	TRIM
192	Resolution Capital Ltd	$18.2M	543,660	+34,925	ADD
193	Tidal Investments LLC	$18.1M	539,152	+100,188	ADD
194	NorthCrest Asset Manangement, LLC	$18.0M	546,395	−324,547	TRIM
195	Envestnet Portfolio Solutions, Inc.	$18.0M	536,985	+154,650	ADD
196	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.9M	535,251	+109,339	ADD
197	Czech National Bank	$17.9M	533,195	+16,956	ADD
198	Catalyst Capital Advisors LLC	$17.7M	526,863	−29,317	TRIM
199	Chicago Partners Investment Group LLC	$17.6M	553,531	−58,992	TRIM
200	BENJAMIN EDWARDS INC	$17.4M	520,242	+52,808	ADD
201	Beacon Pointe Advisors, LLC	$17.3M	516,678	+59,773	ADD
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$17.1M	511,445	−1,100	TRIM
203	United Asset Strategies, Inc.	$17.1M	509,342	+313	ADD
204	ProShare Advisors LLC	$17.1M	508,560	−89,787	TRIM
205	NATIXIS	$17.0M	508,111	+94,079	ADD
206	IFM Investors Pty Ltd	$17.0M	506,250	−6,899	TRIM
207	Columbus Macro, LLC	$16.7M	497,565	+21,199	ADD
208	Gradient Investments LLC	$16.6M	494,726	−8,653	TRIM
209	Calamos Advisors LLC	$16.5M	492,722	0	NO CHANGE
210	Robeco Institutional Asset Management B.V.	$16.4M	490,460	−132,715	TRIM
211	WealthTrust Axiom LLC	$16.2M	484,042	−1,967	TRIM
212	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$16.2M	482,802	−94,683	TRIM
213	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$16.1M	479,866	+411,870	ADD
214	Oak Harvest Investment Services	$16.1M	479,504	+13,992	ADD
215	CITIZENS FINANCIAL GROUP INC/RI	$16.0M	477,436	+54,628	ADD
216	APG Asset Management N.V.	$15.7M	538,086	−56,446	TRIM
217	DnB Asset Management AS	$15.5M	463,430	+51,425	ADD
218	MetLife Investment Management, LLC	$15.3M	457,243	−11,870	TRIM
219	Clarity Financial LLC	$15.3M	456,993	−586,399	TRIM
220	XPONANCE LLC	$14.9M	443,660	+134,885	ADD
221	ADAGE CAPITAL PARTNERS GP, L.L.C.	$14.5M	433,854	−393,600	TRIM
222	ADAMS NATURAL RESOURCES FUND, INC.	$14.5M	433,292	−255,800	TRIM
223	Visionary Wealth Advisors	$14.5M	432,168	−4,112	TRIM
224	Varma Mutual Pension Insurance Co	$14.3M	427,103	0	NO CHANGE
225	CREDIT AGRICOLE S A	$14.2M	424,990	+67,692	ADD
226	USS Investment Management Ltd	$14.1M	421,306	+39,418	ADD
227	Sterling Investment Advisors, Ltd.	$14.0M	418,709	+418,709	NEW
228	Wealthfront Advisers LLC	$13.8M	411,809	+22,312	ADD
229	SAPIENT CAPITAL LLC	$13.7M	408,596	−306,176	TRIM
230	AMERICAN CENTURY COMPANIES INC	$13.5M	404,082	+5,618	ADD
231	KEYBANK NATIONAL ASSOCIATION/OH	$13.4M	401,095	+4,169	ADD
232	AustralianSuper Pty Ltd	$13.4M	399,891	+399,891	NEW
233	Mirae Asset Global Investments Co., Ltd.	$13.3M	397,396	+79,770	ADD
234	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$13.3M	396,998	+10,934	ADD
235	Vinva Investment Management Ltd	$13.2M	393,065	+393,065	NEW
236	Brookstone Capital Management	$13.1M	389,844	−36,520	TRIM
237	Kestra Advisory Services, LLC	$13.1M	389,628	+10,570	ADD
238	Woodline Partners LP	$12.9M	385,209	+50,400	ADD
239	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$12.8M	382,107	−2,000	TRIM
240	NewEdge Advisors, LLC	$12.7M	379,351	+379,351	NEW
241	Harvest Portfolios Group Inc.	$12.7M	379,220	+26,717	ADD
242	Rafferty Asset Management, LLC	$12.7M	379,056	−9,449	TRIM
243	Advisors Asset Management, Inc.	$12.7M	378,864	+24,544	ADD
244	Modern Wealth Management, LLC	$12.5M	379,413	−17,396	TRIM
245	Allianz Asset Management GmbH	$12.3M	365,761	+60,290	ADD
246	Coronation Fund Managers Ltd.	$12.3M	365,566	+117,910	ADD
247	BRADLEY FOSTER & SARGENT INC/CT	$12.2M	365,180	+2,101	ADD
248	MERCER GLOBAL ADVISORS INC /ADV	$12.2M	365,052	+107,210	ADD
249	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$12.2M	363,682	−3,136	TRIM
250	Vident Advisory, LLC	$12.2M	363,465	+67,627	ADD
251	Daiwa Securities Group Inc.	$12.2M	362,500	+15,470	ADD
252	Linscomb Wealth, Inc.	$12.1M	361,077	−90,244	TRIM
253	OPPENHEIMER & CO INC	$12.1M	360,659	−28,472	TRIM
254	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.0M	356,651	−87,403	TRIM
255	STRATEGY ASSET MANAGERS LLC	$11.7M	348,639	−13,005	TRIM
256	SALEM INVESTMENT COUNSELORS INC	$11.6M	346,971	−1,185	TRIM
257	Oak Grove Capital LLC	$11.5M	342,837	−5,563	TRIM
258	Mirador Capital Partners LP	$11.4M	339,035	+3,512	ADD
259	Guinness Asset Management LTD	$11.3M	335,903	+93,420	ADD
260	Cornerstone Capital, Inc.	$11.2M	335,480	+16,484	ADD
261	Allworth Financial LP	$11.2M	334,526	+10,070	ADD
262	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$11.1M	330,957	−99,428	TRIM
263	Geneos Wealth Management Inc.	$11.0M	328,760	−23,620	TRIM
264	NISA INVESTMENT ADVISORS, LLC	$11.0M	327,027	−2,327	TRIM
265	Mesirow Financial Investment Management, Inc.	$10.9M	324,692	+120,327	ADD
266	GUGGENHEIM CAPITAL LLC	$10.9M	324,500	−73,182	TRIM
267	Cyndeo Wealth Partners, LLC	$10.9M	324,483	+13,885	ADD
268	Sequoia Financial Advisors, LLC	$10.6M	317,325	+87,040	ADD
269	Utah Retirement Systems	$10.6M	316,162	−4,893	TRIM
270	Inspire Investing, LLC	$10.5M	312,773	+96,084	ADD
271	Callahan Advisors, LLC	$10.4M	310,013	−10,216	TRIM
272	NORTHCAPE WEALTH MANAGEMENT, LLC	$9.9M	295,249	−13,807	TRIM
273	Rakuten Investment Management, Inc.	$9.9M	292,777	+33,448	ADD
274	Janus Henderson Group Ltd.	$9.8M	292,961	+164,792	ADD
275	ARS Wealth Advisors Group, LLC	$9.8M	291,692	+588	ADD
276	BCWM, LLC	$9.7M	290,659	+290,659	NEW
277	Steward Partners Investment Advisory, LLC	$9.6M	287,663	+15,724	ADD
278	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.6M	286,275	−44,196	TRIM
279	HEARTLAND ADVISORS INC	$9.5M	282,733	+100,693	ADD
280	Faithward Advisors, LLC	$9.4M	13,723	+13,723	NEW
281	JCP Investment Management, LLC	$9.4M	279,239	0	NO CHANGE
282	Vanguard Personalized Indexing Management, LLC	$9.3M	276,856	+17,027	ADD
283	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.3M	275,946	−78,356	TRIM
284	EFG International AG	$9.2M	275,225	−1,315	TRIM
285	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.1M	271,840	+3,523	ADD
286	PEAK6 LLC	$8.9M	264,711	+224,257	ADD
287	Candriam S.C.A.	$8.8M	261,027	+7,964	ADD
288	Bell Bank	$8.7M	260,082	−5,704	TRIM
289	Osmosis Investment Management UK Ltd	$8.7M	258,482	−123,867	TRIM
290	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.6M	256,976	+3,808	ADD
291	AG2R LA MONDIALE GESTION D'ACTIFS	$8.6M	256,097	+4,788	ADD
292	Scott & Selber, Inc.	$8.6M	255,321	−451	TRIM
293	Private Wealth Partners, LLC	$8.6M	255,145	−5,645	TRIM
294	KETTLE HILL CAPITAL MANAGEMENT, LLC	$8.5M	253,690	−388,569	TRIM
295	DAVENPORT & Co LLC	$8.5M	253,402	+1,371	ADD
296	Van Hulzen Asset Management, LLC	$8.4M	251,991	+14,273	ADD
297	HOURGLASS CAPITAL, LLC	$8.4M	250,519	−28,700	TRIM
298	YOUSIF CAPITAL MANAGEMENT, LLC	$8.3M	248,444	+12,883	ADD
299	Metis Global Partners, LLC	$8.3M	247,849	−11,679	TRIM
300	Vestmark Advisory Solutions, Inc.	$8.0M	237,538	+37,543	ADD
301	XML Financial, LLC	$7.8M	233,351	−5,741	TRIM
302	Jackson Hole Capital Partners, LLC	$7.8M	232,025	+8,539	ADD
303	MTM Investment Management, LLC	$7.8M	231,990	−2,131	TRIM
304	Orion Porfolio Solutions, LLC	$7.8M	231,759	−15,080	TRIM
305	Silver Lake Advisory, LLC	$7.7M	231,092	−4,507	TRIM
306	Financial Engines Advisors L.L.C.	$7.7M	228,318	−8,597	TRIM
307	Pathstone Holdings, LLC	$7.7M	228,201	+11,549	ADD
308	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.5M	224,206	−51	TRIM
309	ELEVATION POINT WEALTH PARTNERS, LLC	$7.4M	221,742	+41,814	ADD
310	AGF MANAGEMENT LTD	$7.4M	220,961	−10,240	TRIM
311	SCHRODER INVESTMENT MANAGEMENT GROUP	$7.4M	219,521	+48,600	ADD
312	CANADA PENSION PLAN INVESTMENT BOARD	$7.4M	219,849	−77,712	TRIM
313	Dakota Wealth Management	$7.3M	218,580	−18,682	TRIM
314	QRG CAPITAL MANAGEMENT, INC.	$7.3M	216,993	+16,841	ADD
315	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.3M	216,265	+37,977	ADD
316	Dai-ichi Life Insurance Company, Ltd	$7.2M	215,626	−9,560	TRIM
317	Stablepoint Partners, LLC	$7.2M	215,197	+11,373	ADD
318	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$7.1M	213,148	+14,372	ADD
319	LMR Partners LLP	$7.1M	210,322	+210,322	NEW
320	US BANCORP \DE\	$7.0M	209,348	−28,107	TRIM
321	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.0M	208,201	−1,983	TRIM
322	Aventail Capital Group, LP	$6.9M	206,307	+53,586	ADD
323	Investment Management Corp of Ontario	$6.8M	202,622	−78	TRIM
324	COMMERCE BANK	$6.8M	201,834	+70,303	ADD
325	1834 INVESTMENT ADVISORS CO	$6.7M	198,734	−53,340	TRIM
326	Arkfeld Wealth Strategies, L.L.C.	$6.6M	209,433	−4,761	TRIM
327	Dupree Financial Group, LLC	$6.5M	193,137	−6,089	TRIM
328	Gilman Hill Asset Management, LLC	$6.4M	192,349	−15,467	TRIM
329	OP Asset Management Ltd	$6.4M	191,225	—	NO PRIOR
330	Equitable Holdings, Inc.	$6.3M	208,049	+87,265	ADD
331	Azimuth Capital Investment Management LLC	$6.2M	186,010	+4,065	ADD
332	TrueMark Investments, LLC	$6.2M	185,388	+10,882	ADD
333	OPAL CAPITAL LLC	$6.2M	184,905	+184,905	NEW
334	HOERTKORN RICHARD CHARLES	$6.2M	183,615	−304,049	TRIM
335	Edgestream Partners, L.P.	$6.1M	183,268	+158,993	ADD
336	Riverview Capital Advisers, LLC	$6.1M	183,159	+897	ADD
337	BEACON FINANCIAL GROUP	$6.1M	183,101	—	NO PRIOR
338	Private Advisor Group, LLC	$6.1M	182,292	−17,119	TRIM
339	Samjo Management, LLC	$6.1M	180,600	−2,290	TRIM
340	Waverly Advisors, LLC	$6.0M	178,155	+27,234	ADD
341	Oxbow Advisors, LLC	$5.9M	177,127	−8,706	TRIM
342	Asset Advisors Investment Management, LLC	$5.8M	174,336	+78,815	ADD
343	Militia Capital Management LLC	$5.8M	172,400	—	NO PRIOR
344	BURNEY CO/	$5.8M	172,334	−18,864	TRIM
345	PANAGORA ASSET MANAGEMENT INC	$5.7M	171,324	+929	ADD
346	SIMON QUICK ADVISORS, LLC	$5.7M	170,440	−14,729	TRIM
347	BCS Private Wealth Management, Inc.	$5.7M	169,551	+270	ADD
348	WORLDQUANT MILLENNIUM ADVISORS LLC	$5.7M	169,458	−323,127	TRIM
349	TOCQUEVILLE ASSET MANAGEMENT L.P.	$5.7M	169,443	+1,413	ADD
350	UniSuper Management Pty Ltd	$5.7M	169,054	−8,969	TRIM
351	INTECH INVESTMENT MANAGEMENT LLC	$5.6M	168,325	+92,759	ADD
352	EP Wealth Advisors, LLC	$5.5M	164,934	+1,913	ADD
353	Truvestments Capital LLC	$5.5M	164,469	−6,666	TRIM
354	1832 Asset Management L.P.	$5.5M	163,500	+4,000	ADD
355	Moran Wealth Management, LLC	$5.5M	163,498	+5,347	ADD
356	Edgemoor Investment Advisors, Inc.	$5.5M	162,594	−732	TRIM
357	Towne Trust Company, N.A	$5.4M	162,307	−24,900	TRIM
358	Per Stirling Capital Management, LLC.	$5.4M	161,544	−7,770	TRIM
359	MAI Capital Management	$5.4M	160,865	+17,622	ADD
360	Greenfield Seitz Capital Management, LLC	$5.3M	158,312	−10,666	TRIM
361	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$5.3M	158,094	−3,128	TRIM
362	Pinnacle Financial Partners, Inc.	$5.3M	157,123	+5,583	ADD
363	Hedeker Wealth, LLC	$5.2M	156,378	+1,970	ADD
364	Narwhal Capital Management	$5.2M	155,638	+1,358	ADD
365	ELLERSON GROUP INC /ADV	$5.2M	154,254	+63	ADD
366	Cohen Investment Advisors LLC	$5.2M	154,017	+683	ADD
367	Concurrent Investment Advisors, LLC	$5.1M	152,390	+2,139	ADD
368	SFE Investment Counsel	$5.1M	151,815	+1,530	ADD
369	Avidian Wealth Enterprises, LLC	$5.1M	151,774	+102,147	ADD
370	Wealth Management Associates, Inc.	$5.1M	150,912	+769	ADD
371	Pacifica Partners Inc.	$5.1M	150,696	−935	TRIM
372	Merit Financial Group, LLC	$5.0M	148,646	+26,573	ADD
373	Kentucky Farm Bureau Mutual Insurance Co	$5.0M	148,347	—	NO PRIOR
374	BAR HARBOR WEALTH MANAGEMENT	$4.9M	147,471	−5,951	TRIM
375	NOMURA HOLDINGS INC	$4.9M	147,232	+147,232	NEW
376	L & S Advisors Inc	$4.9M	146,710	+6,231	ADD
377	Ashton Thomas Private Wealth, LLC	$4.9M	145,212	−8,884	TRIM
378	AVENIR CORP	$4.9M	145,185	0	NO CHANGE
379	Texas Yale Capital Corp.	$4.8M	143,477	+1,498	ADD
380	KMG FIDUCIARY PARTNERS, LLC	$4.8M	142,901	+612	ADD
381	GLENMEDE TRUST CO NA	$4.7M	140,759	+2,627	ADD
382	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$4.6M	136,735	−6,222	TRIM
383	Adams Asset Advisors, LLC	$4.6M	136,684	0	NO CHANGE
384	Royal Palms Capital LLC	$4.5M	135,276	−10,085	TRIM
385	EVERETT HARRIS & CO /CA/	$4.4M	131,779	−14,211	TRIM
386	ADELL HARRIMAN & CARPENTER INC	$4.4M	131,471	+21,994	ADD
387	BBR PARTNERS, LLC	$4.4M	130,759	0	NO CHANGE
388	Vectors Research Management, LLC	$4.3M	129,440	+245	ADD
389	Avior Wealth Management, LLC	$4.3M	128,880	+1,333	ADD
390	Sound View Wealth Advisors Group, LLC	$4.3M	127,171	+1,127	ADD
391	Atom Investors LP	$4.3M	126,875	+126,875	NEW
392	NEW ENGLAND ASSET MANAGEMENT INC	$4.2M	125,490	0	NO CHANGE
393	American Assets Investment Management, LLC	$4.2M	125,000	0	NO CHANGE
394	PINNACLE ASSOCIATES LTD	$4.2M	124,761	+4,096	ADD
395	OpenArc Corporate Advisory, LLC	$4.2M	124,694	+13,963	ADD
396	Sargent Investment Group, LLC	$4.2M	123,841	+4,334	ADD
397	Brown Miller Wealth Management, LLC	$4.1M	123,726	+37,894	ADD
398	ABN AMRO INVESTMENT SOLUTIONS	$4.1M	123,099	+14,109	ADD
399	Turtle Creek Wealth Advisors, LLC	$4.1M	121,944	−313	TRIM
400	HEADINVEST, LLC	$4.1M	121,677	−990	TRIM
401	Parallax Volatility Advisers, L.P.	$4.1M	128,401	+128,401	NEW
402	Moors & Cabot, Inc.	$4.0M	120,321	−1,468	TRIM
403	Walleye Trading LLC	$4.0M	119,417	+119,417	NEW
404	Ethic Inc.	$4.0M	119,243	+1,221	ADD
405	Compass Wealth Management LLC	$4.0M	118,561	+15,561	ADD
406	MIZUHO SECURITIES USA LLC	$4.0M	118,357	−24,196	TRIM
407	OPPENHEIMER ASSET MANAGEMENT INC.	$4.0M	118,228	+3,833	ADD
408	STEPHENS INC /AR/	$3.9M	117,516	−5,098	TRIM
409	M&T BANK CORP	$3.9M	117,300	−4,734	TRIM
410	Strong Tower Advisory Services	$3.9M	116,699	+4,712	ADD
411	Bridgewater Associates, LP	$3.9M	116,243	+34,730	ADD
412	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.9M	115,661	+115,661	NEW
413	Crossmark Global Holdings, Inc.	$3.9M	115,030	—	NO PRIOR
414	CASTLEARK MANAGEMENT LLC	$3.8M	114,730	0	NO CHANGE
415	Stamos Capital Partners, L.P.	$3.8M	114,303	−35,996	TRIM
416	apricus wealth, LLC	$3.8M	114,233	+1,055	ADD
417	Independent Advisor Alliance	$3.8M	113,360	−8,899	TRIM
418	StoneX Group Inc.	$3.8M	112,785	−309	TRIM
419	HARTFORD INVESTMENT MANAGEMENT CO	$3.8M	112,152	−1,335	TRIM
420	Centric Wealth Management	$3.7M	114,855	−2,572	TRIM
421	William B. Walkup & Associates, Inc.	$3.7M	130,265	+413	ADD
422	HB Wealth Management, LLC	$3.7M	110,744	+18,812	ADD
423	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.7M	110,509	0	NO CHANGE
424	Stokes Capital Advisors, LLC	$3.7M	109,959	−7,401	TRIM
425	Mutual Advisors, LLC	$3.7M	109,667	−175	TRIM
426	CWA Asset Management Group, LLC	$3.6M	107,701	+15,118	ADD
427	J.W. COLE ADVISORS, INC.	$3.6M	107,270	−792	TRIM
428	JT Stratford LLC	$3.6M	106,292	+974	ADD
429	BAXTER BROS INC	$3.6M	106,261	−1,950	TRIM
430	Linden Thomas Advisory Services, LLC	$3.6M	106,117	+2,928	ADD
431	Hennion & Walsh Asset Management, Inc.	$3.5M	104,731	+6,164	ADD
432	Havemeyer Place LP	$3.4M	101,923	+80,319	ADD
433	Allspring Global Investments Holdings, LLC	$3.4M	103,659	+8,894	ADD
434	Savant Capital, LLC	$3.4M	101,643	+4,129	ADD
435	Mystic Asset Management, Inc.	$3.4M	101,000	+1,650	ADD
436	Ellsworth Advisors, LLC	$3.4M	100,979	+6,616	ADD
437	Fort Sheridan Advisors LLC	$3.4M	100,975	+19,293	ADD
438	FORA Capital, LLC	$3.4M	100,943	−65,215	TRIM
439	Providence Capital Advisors, LLC	$3.4M	100,690	+2,698	ADD
440	DANSKE BANK A/S	$3.4M	100,684	+5,800	ADD
441	OLD NATIONAL BANCORP /IN/	$3.3M	98,162	−107,558	TRIM
442	Apollon Wealth Management, LLC	$3.3M	97,462	+4,292	ADD
443	MERIDIAN INVESTMENT COUNSEL INC.	$3.3M	97,108	−700	TRIM
444	Meixler Investment Management, Ltd.	$3.2M	98,475	+12,090	ADD
445	Alaethes Wealth, LLC	$3.2M	96,604	+96,604	NEW
446	Generali Asset Management SPA SGR	$3.2M	96,363	−60,401	TRIM
447	Argentarii, LLC	$3.2M	95,773	−1,062	TRIM
448	LEAVELL INVESTMENT MANAGEMENT, INC.	$3.2M	95,560	−19,967	TRIM
449	SWEENEY & MICHEL, LLC	$3.2M	99,863	+1,250	ADD
450	Inscription Capital, LLC	$3.1M	93,718	−6,742	TRIM
451	Mediolanum International Funds Ltd	$3.1M	93,248	+2,403	ADD
452	UMB Bank, n.a.	$3.1M	93,401	−3,710	TRIM
453	OMERS ADMINISTRATION Corp	$3.1M	93,293	+21,354	ADD
454	Numerai GP LLC	$3.1M	93,148	−24,578	TRIM
455	Cypress Capital Group	$3.1M	92,831	+16,465	ADD
456	PROFUND ADVISORS LLC	$3.1M	92,608	+24,171	ADD
457	Cannell & Spears LLC	$3.0M	90,754	−4,595	TRIM
458	SIGMA INVESTMENT COUNSELORS INC	$3.0M	90,428	−6,952	TRIM
459	Empire Financial Management Company, LLC	$3.0M	90,200	−6,000	TRIM
460	COURIER CAPITAL LLC	$3.0M	90,087	−359	TRIM
461	Redwood Wealth Management Group, LLC	$3.0M	89,181	+84,676	ADD
462	Heronetta Management, L.P.	$3.0M	88,725	0	NO CHANGE
463	Norinchukin Bank, The	$2.9M	87,926	+1,018	ADD
464	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$2.9M	87,879	−4,007	TRIM
465	XTX Topco Ltd	$2.9M	87,248	+3,016	ADD
466	Accel Wealth Management	$2.9M	86,775	+932	ADD
467	one8zero8, LLC	$2.9M	86,602	−1,200	TRIM
468	PRECEDENT WEALTH PARTNERS, LLC	$2.9M	86,547	+2,455	ADD
469	SEGALL BRYANT & HAMILL, LLC	$2.9M	85,689	0	NO CHANGE
470	Snowden Capital Advisors LLC	$2.8M	84,966	−1,298	TRIM
471	Grantham, Mayo, Van Otterloo & Co. LLC	$2.8M	84,312	−118,569	TRIM
472	Old North State Wealth Management, LLC	$2.8M	83,865	+1,238	ADD
473	DUDLEY CAPITAL MANAGEMENT, LLC	$2.8M	83,478	+40	ADD
474	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.8M	83,212	−220	TRIM
475	Regal Investment Advisors LLC	$2.8M	82,674	+24	ADD
476	Fifth Third Wealth Advisors LLC	$2.8M	82,320	+4,212	ADD
477	Corigliano Investment Advisers, LLC	$2.7M	82,000	+82,000	NEW
478	EVERGREEN CAPITAL MANAGEMENT LLC	$2.7M	81,516	+13,708	ADD
479	Alpha Omega Wealth Management LLC	$2.7M	81,296	−4,277	TRIM
480	Alternative Investment Advisors, LLC.	$2.7M	81,246	+81,246	NEW
481	MUFG Securities EMEA plc	$2.7M	80,255	0	NO CHANGE
482	SCOTIA CAPITAL INC.	$2.7M	79,255	−1,108	TRIM
483	Schonfeld Strategic Advisors LLC	$2.6M	78,979	+78,979	NEW
484	Lido Advisors, LLC	$2.6M	78,644	−28,231	TRIM
485	Atria Investments, Inc	$2.6M	78,511	−2,175	TRIM
486	Retirement Planning Co of New England, Inc.	$2.6M	77,176	−936	TRIM
487	NAPLES GLOBAL ADVISORS, LLC	$2.6M	76,859	−1,000	TRIM
488	HUB Investment Partners, LLC	$2.6M	76,620	+21,384	ADD
489	Summit Trail Advisors, LLC	$2.6M	76,559	+8,655	ADD
490	ASSETMARK, INC	$2.5M	75,622	+9,599	ADD
491	HARMONY ASSET MANAGEMENT LLC	$2.5M	75,562	−86	TRIM
492	Saudi Central Bank	$2.5M	73,907	+73,907	NEW
493	New Age Alpha Advisors, LLC	$2.5M	73,383	+64,214	ADD
494	Richard Bernstein Advisors LLC	$2.5M	73,204	+73,204	NEW
495	EXCALIBUR MANAGEMENT CORP	$2.4M	72,783	−105	TRIM
496	IHT Wealth Management, LLC	$2.4M	72,579	+21,196	ADD
497	Aptus Capital Advisors, LLC	$2.4M	72,394	+18,841	ADD
498	ALBERT D MASON INC	$2.4M	71,979	+6,389	ADD
499	Jefferies Financial Group Inc.	$2.4M	70,996	−27,164	TRIM
500	Focused Wealth Management, Inc	$2.4M	70,752	+1,964	ADD

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

Congress ↔ notable managers · KMI

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Alan Armstrong R–OK $1K–$15K

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 $29.9M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on KMI
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+182,689 sh
2026-05-15	Bridgewater Associates 13F	ADD	+34,730 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

32 members of Congress disclosed KMI — 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).