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 ↗

LABCORP HOLDINGS INC · COM SHS · quarter ended 2026-03-31 · 13 members disclosed LH ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 703 holders are listed, largest first: 703
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.1B
holders whose share count rose or who opened the position (new + add), by shares: 315
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 82

Holders — quarter ended 2026-03-31

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

13F holders of LH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	6,444,856	−95,925	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	5,376,120	—	NO PRIOR
3	STATE STREET CORP	$1.0B	3,863,171	+36,844	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$982M	3,680,661	—	NO PRIOR
5	Boston Partners	$632M	2,368,796	+455,101	ADD
6	Allspring Global Investments Holdings, LLC	$607M	2,226,446	+22,170	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$581M	2,185,942	+48,932	ADD
8	Select Equity Group, L.P.	$580M	2,174,785	+64,006	ADD
9	MORGAN STANLEY	$400M	1,498,027	−7,512	TRIM
10	DIMENSIONAL FUND ADVISORS LP	$356M	1,332,775	+28,584	ADD
11	Invesco Ltd.	$351M	1,316,197	−75,781	TRIM
12	FMR LLC	$344M	1,288,411	−51,334	TRIM
13	NORDEA INVESTMENT MANAGEMENT AB	$276M	1,045,142	+77,463	ADD
14	NORTHERN TRUST CORP	$266M	997,410	−17,225	TRIM
15	Navera Investment Management Ltd.	$261M	979,371	−47,523	TRIM
16	WELLINGTON MANAGEMENT GROUP LLP	$256M	959,139	−1,003,962	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$240M	900,202	+27,697	ADD
18	ALLIANCEBERNSTEIN L.P.	$220M	877,428	−185,274	TRIM
19	ROYAL BANK OF CANADA	$219M	820,442	+133,549	ADD
20	AMERICAN CENTURY COMPANIES INC	$216M	810,805	−8,705	TRIM
21	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$198M	743,602	+374,664	ADD
22	BANK OF AMERICA CORP /DE/	$193M	724,811	−11,524	TRIM
23	Legal & General Group Plc	$179M	670,425	−2,807	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$172M	646,135	+5,576	ADD
25	UBS Group AG	$151M	564,529	+68,994	ADD
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$148M	553,351	−16,724	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$124M	466,547	—	NO PRIOR
28	Woodline Partners LP	$119M	446,741	+41,705	ADD
29	LAZARD ASSET MANAGEMENT LLC	$105M	393,132	−98,742	TRIM
30	DEUTSCHE BANK AG\	$101M	379,494	+31,471	ADD
31	Alyeska Investment Group, L.P.	$99.7M	373,622	+188,622	ADD
32	ARIEL INVESTMENTS, LLC	$94.5M	354,019	−6,068	TRIM
33	WELLS FARGO & COMPANY/MN	$85.8M	321,411	+17,977	ADD
34	EARNEST PARTNERS LLC	$83.5M	313,073	−7,861	TRIM
35	Amundi	$73.2M	274,184	+34,351	ADD
36	Point72 Asset Management, L.P.	$69.3M	259,566	+259,566	NEW
37	ENVESTNET ASSET MANAGEMENT INC	$68.2M	255,484	+11,371	ADD
38	BRANDES INVESTMENT PARTNERS, LP	$65.5M	245,306	+22,395	ADD
39	Nuveen, LLC	$65.3M	244,836	+39,248	ADD
40	Swiss National Bank	$64.9M	243,260	+15,240	ADD
41	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$61.5M	230,405	−1,615	TRIM
42	SEI INVESTMENTS CO	$59.7M	223,715	+10,513	ADD
43	FIRST TRUST ADVISORS LP	$58.0M	217,402	+24,605	ADD
44	Allianz Asset Management GmbH	$57.3M	214,847	−27,741	TRIM
45	CAMBIAR INVESTORS LLC	$54.9M	205,604	+10,289	ADD
46	HSBC HOLDINGS PLC	$53.5M	201,073	−177,931	TRIM
47	JOHNSON INVESTMENT COUNSEL INC	$53.2M	199,554	+198,542	ADD
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.1M	195,176	−18,270	TRIM
49	National Pension Service	$50.6M	189,636	+189,636	NEW
50	Mitsubishi UFJ Asset Management Co., Ltd.	$49.3M	184,839	+7,501	ADD
51	BANK OF MONTREAL /CAN/	$48.8M	182,910	−14,486	TRIM
52	Gotham Asset Management, LLC	$48.6M	182,216	+20,535	ADD
53	Vanguard Global Advisers, LLC	$48.6M	181,982	—	NO PRIOR
54	Cannell & Spears LLC	$40.4M	151,537	−7,025	TRIM
55	VANGUARD ASSET MANAGEMENT, Ltd	$39.0M	146,178	—	NO PRIOR
56	Squarepoint Ops LLC	$37.4M	140,165	−61,665	TRIM
57	CITIGROUP INC	$36.3M	136,013	+37,520	ADD
58	Janus Henderson Group Ltd.	$34.4M	128,871	−212	TRIM
59	MILLENNIUM MANAGEMENT LLC	$33.2M	124,573	−152,750	TRIM
60	Sequoia Financial Advisors, LLC	$32.2M	120,636	−6,982	TRIM
61	WS MANAGEMENT LLLP	$30.3M	113,546	+8,546	ADD
62	VICTORY CAPITAL MANAGEMENT INC	$29.1M	108,925	+108,925	NEW
63	ADAGE CAPITAL PARTNERS GP, L.L.C.	$28.3M	106,000	−41,000	TRIM
64	RAYMOND JAMES FINANCIAL INC	$27.6M	103,341	−13,754	TRIM
65	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$27.5M	103,217	−1,136	TRIM
66	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.5M	99,226	+3,877	ADD
67	WEITZ INVESTMENT MANAGEMENT, INC.	$26.4M	99,050	−700	TRIM
68	Quantinno Capital Management LP	$25.8M	96,539	−21,860	TRIM
69	STIFEL FINANCIAL CORP	$24.8M	93,060	−15,193	TRIM
70	PRINCIPAL FINANCIAL GROUP INC	$24.6M	92,353	−120	TRIM
71	Man Group plc	$24.2M	90,544	+36,661	ADD
72	Cerity Partners LLC	$22.7M	85,079	+15,831	ADD
73	ZACKS INVESTMENT MANAGEMENT	$22.5M	84,157	−1,466	TRIM
74	MCRAE CAPITAL MANAGEMENT INC	$22.3M	83,475	−1,222	TRIM
75	Zurich Insurance Group Ltd/FI	$21.7M	81,355	+81,355	NEW
76	HighTower Advisors, LLC	$20.8M	78,110	+13,929	ADD
77	ASSETMARK, INC	$20.8M	77,792	+6,419	ADD
78	FRANKLIN RESOURCES INC	$20.7M	77,500	+56,417	ADD
79	Eurizon Capital SGR S.p.A.	$20.6M	77,395	+8,207	ADD
80	OSTERWEIS CAPITAL MANAGEMENT INC	$20.5M	76,983	+920	ADD
81	BROWN ADVISORY INC	$20.2M	75,733	−1,012	TRIM
82	AVIVA PLC	$19.2M	72,067	+1,916	ADD
83	Stack Financial Management, Inc	$19.1M	71,729	+55	ADD
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.1M	71,665	+73	ADD
85	CITADEL ADVISORS LLC	$19.0M	71,339	−76,957	TRIM
86	Aberdeen Group plc	$18.9M	70,774	+2,725	ADD
87	Ironvine Capital Partners, LLC	$17.5M	65,549	0	NO CHANGE
88	Mill Capital Management, LLC	$17.2M	64,547	+281	ADD
89	Cornerstone Advisors, LLC	$17.1M	64,071	+35,370	ADD
90	Heron Bay Capital Management	$16.9M	63,393	+41,666	ADD
91	Birch Hill Investment Advisors LLC	$16.3M	61,021	−21,484	TRIM
92	Illinois Municipal Retirement Fund	$15.9M	59,536	+8,336	ADD
93	FIFTH THIRD BANCORP	$15.5M	57,981	+29,899	ADD
94	Assenagon Asset Management S.A.	$15.1M	56,458	+52,871	ADD
95	NEEDHAM INVESTMENT MANAGEMENT LLC	$15.0M	56,313	0	NO CHANGE
96	BNP Paribas Asset Management Holding S.A.	$14.6M	54,547	−28,031	TRIM
97	LPL Financial LLC	$14.5M	54,465	+1,356	ADD
98	AQR CAPITAL MANAGEMENT LLC	$14.4M	53,857	−3,631	TRIM
99	Swedbank AB	$14.2M	53,090	−4,289	TRIM
100	NATIONAL BANK OF CANADA /FI/	$14.1M	52,975	+17,050	ADD
101	SCOTIA CAPITAL INC.	$13.0M	48,598	−10,270	TRIM
102	Pictet Asset Management Holding SA	$12.4M	46,316	−975	TRIM
103	NEW YORK STATE COMMON RETIREMENT FUND	$12.1M	45,195	+400	ADD
104	Chevy Chase Trust Holdings, LLC	$11.9M	44,418	−1,190	TRIM
105	STATE OF WISCONSIN INVESTMENT BOARD	$11.8M	44,396	+1,356	ADD
106	PRUDENTIAL FINANCIAL INC	$11.8M	44,251	−8,340	TRIM
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.8M	44,222	+44,222	NEW
108	Leeward Investments, LLC - MA	$11.7M	43,835	−1,511	TRIM
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.7M	43,723	−3,779	TRIM
110	Calamos Advisors LLC	$11.6M	43,515	0	NO CHANGE
111	Pinnacle Financial Partners, Inc.	$11.5M	43,060	+666	ADD
112	Vanguard Investments Australia, Ltd.	$10.9M	40,981	—	NO PRIOR
113	COBALT CAPITAL MANAGEMENT, INC.	$10.7M	40,000	+40,000	NEW
114	Channing Capital Management, LLC	$10.4M	38,828	+1,988	ADD
115	WEYBOSSET RESEARCH & MANAGEMENT LLC	$10.3M	38,757	+427	ADD
116	DANSKE BANK A/S	$10.3M	38,702	−2,900	TRIM
117	FIL Ltd	$10.1M	38,034	+35,195	ADD
118	ROYAL LONDON ASSET MANAGEMENT LTD	$10.0M	37,606	+988	ADD
119	TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.0M	37,562	+761	ADD
120	APG Asset Management N.V.	$9.8M	42,340	−6,116	TRIM
121	DnB Asset Management AS	$9.8M	36,603	−8,709	TRIM
122	Korea Investment CORP	$9.7M	36,338	−1,280	TRIM
123	CIBC Bancorp USA Inc.	$9.6M	35,806	—	NO PRIOR
124	MAI Capital Management	$9.5M	35,781	+213	ADD
125	Asset Management One Co., Ltd.	$9.5M	35,681	+678	ADD
126	GHP Investment Advisors, Inc.	$9.2M	34,387	−354	TRIM
127	TD ASSET MANAGEMENT INC	$9.2M	34,314	+1,627	ADD
128	Tredje AP-fonden	$8.9M	33,444	+23,947	ADD
129	SFE Investment Counsel	$8.8M	32,924	+135	ADD
130	Marietta Wealth Management, LLC	$8.6M	32,347	+335	ADD
131	KLP KAPITALFORVALTNING AS	$8.4M	31,393	+1,880	ADD
132	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$8.3M	31,179	−4,624	TRIM
133	NorthCrest Asset Manangement, LLC	$8.3M	30,376	−11,025	TRIM
134	Cetera Investment Advisers	$8.1M	30,425	+1,959	ADD
135	NOMURA ASSET MANAGEMENT CO LTD	$7.9M	29,711	+2,034	ADD
136	KCM INVESTMENT ADVISORS LLC	$7.9M	29,600	−1,642	TRIM
137	Atlantic Union Bankshares Corp	$7.9M	29,533	+4,439	ADD
138	PFA Pension, Forsikringsaktieselskab	$7.8M	29,153	+29,153	NEW
139	Vident Advisory, LLC	$7.8M	29,097	+7,136	ADD
140	OSAIC HOLDINGS, INC.	$7.5M	28,054	−7,068	TRIM
141	State of New Jersey Common Pension Fund D	$7.4M	27,766	0	NO CHANGE
142	Lansforsakringar Fondforvaltning AB (publ)	$7.2M	27,170	−800	TRIM
143	Tidal Investments LLC	$7.2M	27,187	+15,873	ADD
144	Resona Asset Management Co.,Ltd.	$7.0M	26,330	+89	ADD
145	TRUIST FINANCIAL CORP	$6.6M	24,892	−213	TRIM
146	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.6M	54,567	+16,495	ADD
147	TORONTO DOMINION BANK	$6.5M	24,547	−13,247	TRIM
148	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.5M	24,297	+8,750	ADD
149	MBL Wealth, LLC	$6.2M	23,409	−5,963	TRIM
150	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.2M	23,287	0	NO CHANGE
151	M. Kulyk & Associates, LLC	$6.2M	23,255	+694	ADD
152	Te Ahumairangi Investment Management Ltd	$6.2M	23,076	+269	ADD
153	Czech National Bank	$6.0M	22,577	+717	ADD
154	Arizona State Retirement System	$6.0M	22,529	−276	TRIM
155	BALYASNY ASSET MANAGEMENT L.P.	$6.0M	22,522	−22,878	TRIM
156	Mariner, LLC	$5.7M	21,418	−4,258	TRIM
157	LEVIN CAPITAL STRATEGIES, L.P.	$5.6M	21,013	+21,013	NEW
158	MARTIN & CO INC /TN/	$5.6M	20,932	+224	ADD
159	CIBC Asset Management Inc	$5.3M	19,878	−96	TRIM
160	US BANCORP \DE\	$5.3M	19,877	−316	TRIM
161	MetLife Investment Management, LLC	$5.2M	19,381	−502	TRIM
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.2M	19,311	+28	ADD
163	SECTOR GAMMA AS	$5.1M	19,019	−8,000	TRIM
164	ODDO BHF ASSET MANAGEMENT SAS	$5.1M	18,992	+768	ADD
165	D.A. DAVIDSON & CO.	$5.0M	18,575	+2,824	ADD
166	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$4.9M	18,399	−5,641	TRIM
167	Generali Asset Management SPA SGR	$4.9M	18,272	−1,634	TRIM
168	American Assets Investment Management, LLC	$4.8M	18,000	0	NO CHANGE
169	Mirae Asset Global Investments Co., Ltd.	$4.7M	17,775	+2,584	ADD
170	VOYA INVESTMENT MANAGEMENT LLC	$4.7M	17,648	−110	TRIM
171	Retirement Systems of Alabama	$4.7M	17,604	−33	TRIM
172	Swiss Life Asset Management Ltd	$4.7M	17,493	−1,220	TRIM
173	Creative Planning	$4.7M	17,455	+1,564	ADD
174	IFM Investors Pty Ltd	$4.6M	17,374	+660	ADD
175	MACKENZIE FINANCIAL CORP	$4.6M	17,260	−2,046	TRIM
176	Corient Private Wealth LLC	$4.6M	17,473	−105,983	TRIM
177	Wilmington Savings Fund Society, FSB	$4.6M	17,166	−350	TRIM
178	MERCER GLOBAL ADVISORS INC /ADV	$4.5M	16,846	−1,096	TRIM
179	SEB Asset Management AB	$4.5M	16,756	—	NO PRIOR
180	COMMONWEALTH EQUITY SERVICES, LLC	$4.4M	16,600	−577	TRIM
181	Focus Partners Wealth	$4.3M	16,132	−6,141	TRIM
182	Dakota Wealth Management	$4.3M	16,017	+2,995	ADD
183	Southeast Asset Advisors, LLC	$4.3M	16,015	+1,275	ADD
184	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	15,949	−5,914	TRIM
185	MML INVESTORS SERVICES, LLC	$4.1M	15,244	−4,750	TRIM
186	Orion Porfolio Solutions, LLC	$4.0M	14,957	−122	TRIM
187	REGIONS FINANCIAL CORP	$4.0M	14,876	−2,594	TRIM
188	XPONANCE LLC	$4.0M	14,839	+603	ADD
189	CAPITAL CITY TRUST CO/FL	$3.9M	14,692	+2	ADD
190	First Financial Group Corp	$3.9M	14,657	−38	TRIM
191	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.9M	14,588	−195	TRIM
192	M&T BANK CORP	$3.9M	14,526	+417	ADD
193	SP Asset Management LLC	$3.8M	14,181	−69	TRIM
194	Daiwa Securities Group Inc.	$3.8M	14,148	+708	ADD
195	Vanguard Personalized Indexing Management, LLC	$3.8M	14,111	+1,178	ADD
196	Rockefeller Capital Management L.P.	$3.8M	14,080	−392	TRIM
197	COMMERCE BANK	$3.7M	14,033	+423	ADD
198	IEQ CAPITAL, LLC	$3.7M	14,019	+900	ADD
199	Inlet Private Wealth, LLC	$3.7M	13,937	−7	TRIM
200	ROMANO BROTHERS AND COMPANY	$3.6M	13,579	−34	TRIM
201	Utah Retirement Systems	$3.6M	13,565	−282	TRIM
202	Kestra Advisory Services, LLC	$3.6M	13,467	−581	TRIM
203	USS Investment Management Ltd	$3.6M	13,440	0	NO CHANGE
204	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.6M	13,412	+2,583	ADD
205	Ethic Inc.	$3.6M	13,386	+760	ADD
206	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$3.6M	13,324	−13,214	TRIM
207	Linscomb Wealth, Inc.	$3.4M	12,899	−2,841	TRIM
208	FIRST FOUNDATION ADVISORS	$3.4M	12,717	−1,898	TRIM
209	ProShare Advisors LLC	$3.4M	12,712	−3,254	TRIM
210	Pathstone Holdings, LLC	$3.4M	12,557	+1,188	ADD
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.3M	12,362	+294	ADD
212	Federation des caisses Desjardins du Quebec	$3.2M	12,168	+310	ADD
213	BLAIR WILLIAM & CO/IL	$3.2M	12,113	+362	ADD
214	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.2M	12,002	−273	TRIM
215	BANK OF NOVA SCOTIA	$3.2M	11,974	−2,402	TRIM
216	Independent Advisor Alliance	$3.1M	11,699	−573	TRIM
217	NATIXIS	$3.1M	11,584	+5,101	ADD
218	OPPENHEIMER ASSET MANAGEMENT INC.	$3.1M	11,510	+1,016	ADD
219	Carmel Capital Partners, LLC	$3.1M	11,493	+2,845	ADD
220	Northwest & Ethical Investments L.P.	$3.1M	11,460	+11,460	NEW
221	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	11,428	−3,296	TRIM
222	Taproot Management LP	$3.0M	11,425	+11,425	NEW
223	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.0M	11,392	+1,068	ADD
224	Unison Advisors LLC	$3.0M	11,324	+32	ADD
225	Candriam S.C.A.	$3.0M	11,318	+113	ADD
226	NEOS Investment Management LLC	$3.0M	11,294	+8,544	ADD
227	Bridgewater Associates, LP	$3.0M	11,184	−6,182	TRIM
228	Empowered Funds, LLC	$3.0M	11,096	+11,096	NEW
229	American Capital Advisory, LLC	$2.9M	10,940	+59	ADD
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	10,890	+132	ADD
231	Accredited Investors Inc.	$2.8M	10,650	+10,650	NEW
232	Jefferies Financial Group Inc.	$2.8M	10,600	−8,024	TRIM
233	TRITONPOINT WEALTH, LLC	$2.8M	10,533	−411	TRIM
234	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.8M	10,424	0	NO CHANGE
235	UniSuper Management Pty Ltd	$2.6M	9,922	−506	TRIM
236	1832 Asset Management L.P.	$2.6M	9,905	0	NO CHANGE
237	Sanctuary Advisors, LLC	$2.6M	9,877	+1,448	ADD
238	SALEM INVESTMENT COUNSELORS INC	$2.6M	9,877	−100	TRIM
239	&PARTNERS	$2.6M	9,868	−331	TRIM
240	NewEdge Advisors, LLC	$2.6M	9,794	+9,794	NEW
241	Ensign Peak Advisors, Inc	$2.6M	9,760	−131	TRIM
242	STOREBRAND ASSET MANAGEMENT AS	$2.6M	9,698	—	NO PRIOR
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	9,502	0	NO CHANGE
244	Clearstead Advisors, LLC	$2.5M	9,379	+64	ADD
245	SYSTEMATIC FINANCIAL MANAGEMENT LP	$2.5M	9,352	−230	TRIM
246	SHAYNE & JACOBS, LLC	$2.4M	9,110	0	NO CHANGE
247	Atria Investments, Inc	$2.4M	9,035	+1,116	ADD
248	BURNEY CO/	$2.4M	8,917	+95	ADD
249	Wealthfront Advisers LLC	$2.4M	8,894	+1,370	ADD
250	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	8,843	−82	TRIM
251	OP Asset Management Ltd	$2.3M	8,699	—	NO PRIOR
252	Penobscot Investment Management Company, Inc.	$2.2M	8,420	0	NO CHANGE
253	William B. Walkup & Associates, Inc.	$2.2M	9,652	+6	ADD
254	DAYMARK WEALTH PARTNERS, LLC	$2.2M	8,308	+92	ADD
255	Private Advisor Group, LLC	$2.2M	8,275	+174	ADD
256	CREDIT AGRICOLE S A	$2.2M	8,199	+621	ADD
257	Dana Investment Advisors, Inc.	$2.2M	8,163	−74	TRIM
258	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.1M	7,936	+7,936	NEW
259	Forvis Mazars Wealth Advisors, LLC	$2.1M	7,895	−188	TRIM
260	EXENCIAL WEALTH ADVISORS, LLC	$2.1M	7,869	−291	TRIM
261	Summit Place Financial Advisors, LLC	$2.1M	7,795	+7,795	NEW
262	MACQUARIE GROUP LTD	$2.1M	7,780	−8,133	TRIM
263	BDF-GESTION	$2.0M	7,642	0	NO CHANGE
264	Blueshift Asset Management, LLC	$2.0M	7,433	+7,433	NEW
265	Clear Harbor Asset Management, LLC	$1.9M	7,255	+1,630	ADD
266	GUGGENHEIM CAPITAL LLC	$1.9M	7,233	+1,652	ADD
267	ALPINE WOODS CAPITAL INVESTORS, LLC	$1.9M	7,195	−1,045	TRIM
268	CWM, LLC	$1.9M	7,114	−339	TRIM
269	Baker Ellis Asset Management LLC	$1.9M	7,005	0	NO CHANGE
270	Prudent Man Advisors, LLC	$1.9M	6,980	+2,441	ADD
271	Riverview Capital Advisers, LLC	$1.8M	6,922	+17	ADD
272	PRINCIPAL SECURITIES, INC.	$1.8M	6,822	−278	TRIM
273	XTX Topco Ltd	$1.7M	6,546	−179	TRIM
274	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.7M	6,513	+6,513	NEW
275	Allworth Financial LP	$1.7M	6,428	−39	TRIM
276	Rafferty Asset Management, LLC	$1.7M	6,405	−2,520	TRIM
277	2Xideas AG	$1.7M	6,323	−7,144	TRIM
278	CHOREO, LLC	$1.7M	6,282	+184	ADD
279	Pullen Investment Management, LLC	$1.7M	6,267	−113	TRIM
280	Havemeyer Place LP	$1.7M	6,191	−2,487	TRIM
281	AlphaCore Capital LLC	$1.6M	5,967	+686	ADD
282	Roundview Capital LLC	$1.6M	5,932	−49	TRIM
283	Investment Management Corp of Ontario	$1.6M	5,927	+320	ADD
284	OneDigital Investment Advisors LLC	$1.6M	5,876	+448	ADD
285	Summit Trail Advisors, LLC	$1.5M	5,779	+800	ADD
286	Meridian Financial Partners LLC	$1.5M	5,594	0	NO CHANGE
287	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	5,209	+1,932	ADD
288	Norinchukin Bank, The	$1.3M	5,059	+5	ADD
289	MIZUHO SECURITIES USA LLC	$1.3M	5,012	−1,024	TRIM
290	TWO SIGMA SECURITIES, LLC	$1.3M	4,934	+4,934	NEW
291	CAXTON ASSOCIATES LLP	$1.3M	4,845	−1,986	TRIM
292	MONTGOMERY INVESTMENT MANAGEMENT INC	$1.3M	4,810	0	NO CHANGE
293	JANE STREET GROUP, LLC	$1.3M	4,794	−2,731	TRIM
294	Robeco Institutional Asset Management B.V.	$1.3M	4,749	+26	ADD
295	Quantum Portfolio Management LLC	$1.2M	4,626	−79	TRIM
296	FULLER & THALER ASSET MANAGEMENT, INC.	$1.2M	4,401	+4,401	NEW
297	3Chopt Investment Partners, LLC	$1.2M	4,350	−484	TRIM
298	Envestnet Portfolio Solutions, Inc.	$1.1M	4,265	−1,612	TRIM
299	Inspire Advisors, LLC	$1.1M	4,246	+319	ADD
300	HOLDERNESS INVESTMENTS CO	$1.1M	4,164	0	NO CHANGE
301	East Coast Asset Management, LLC.	$1.1M	4,161	−138	TRIM
302	Manchester Capital Management LLC	$1.1M	4,160	−10	TRIM
303	Merit Financial Group, LLC	$1.1M	4,144	+219	ADD
304	Lombard Odier Asset Management (Switzerland) SA	$1.1M	4,136	+4,136	NEW
305	Baird Financial Group, Inc.	$1.1M	4,119	+4,119	NEW
306	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	4,114	+545	ADD
307	Maryland State Retirement & Pension System	$1.1M	4,094	0	NO CHANGE
308	Resonant Capital Advisors, LLC	$1.1M	4,084	+311	ADD
309	Strategic Advisors LLC	$1.1M	4,075	−7	TRIM
310	Advisors Asset Management, Inc.	$1.1M	4,045	+143	ADD
311	Alexander Randolph Advisory, Inc.	$1.1M	3,997	−56	TRIM
312	Savant Capital, LLC	$1.1M	3,986	+204	ADD
313	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1M	3,979	−1,737	TRIM
314	Insight Inv LLC	$1.0M	3,904	−10	TRIM
315	Triangle Securities Wealth Management	$1.0M	3,901	−42	TRIM
316	Crossmark Global Holdings, Inc.	$1.0M	3,876	—	NO PRIOR
317	DAVENPORT & Co LLC	$1.0M	3,831	+20	ADD
318	Advocacy Wealth Management, LLC	$1.0M	3,808	−65	TRIM
319	Metis Global Partners, LLC	$1.0M	3,776	−401	TRIM
320	Brooklyn Investment Group	$1.0M	3,774	+1,951	ADD
321	HB Wealth Management, LLC	$996K	3,731	+392	ADD
322	VEGA INVESTMENT SOLUTIONS	$992K	3,717	−113	TRIM
323	Dai-ichi Life Insurance Company, Ltd	$991K	3,715	−30	TRIM
324	Freestone Grove Partners LP	$991K	3,713	+3,713	NEW
325	Avior Wealth Management, LLC	$983K	3,686	0	NO CHANGE
326	Avidian Wealth Enterprises, LLC	$983K	3,685	+3,685	NEW
327	LOM Asset Management Ltd	$983K	3,684	−100	TRIM
328	Grove Bank & Trust	$980K	3,672	+223	ADD
329	Cooper Financial Group	$971K	3,640	−618	TRIM
330	IMC-Chicago, LLC	$963K	3,609	+3,609	NEW
331	VISTA INVESTMENT MANAGEMENT	$958K	3,592	−55	TRIM
332	ASR Vermogensbeheer N.V.	$953K	3,572	+199	ADD
333	CIBC WORLD MARKET INC.	$950K	3,562	+525	ADD
334	Rehmann Capital Advisory Group	$946K	3,545	+315	ADD
335	Cornell Pochily Investment Advisors, Inc.	$926K	3,470	+119	ADD
336	Curated Wealth Partners LLC	$922K	3,456	−336	TRIM
337	Lighthouse Investment Partners, LLC	$920K	3,450	+3,450	NEW
338	FOX RUN MANAGEMENT, L.L.C.	$911K	3,456	−3,630	TRIM
339	BOYAR ASSET MANAGEMENT INC.	$910K	3,412	−286	TRIM
340	MUFG Securities EMEA plc	$910K	3,411	0	NO CHANGE
341	INTRUST BANK NA	$901K	3,376	+57	ADD
342	Waverly Advisors, LLC	$884K	3,312	−366	TRIM
343	Verition Fund Management LLC	$872K	3,268	−10,447	TRIM
344	Concurrent Investment Advisors, LLC	$872K	3,266	−30	TRIM
345	QRG CAPITAL MANAGEMENT, INC.	$862K	3,233	−107	TRIM
346	Alamea Verwaltungs GmbH	$817K	3,063	+374	ADD
347	Saudi Central Bank	$816K	3,060	+3,060	NEW
348	INVESTMENT ADVISORY SERVICES INC /TX /ADV	$815K	3,056	−124	TRIM
349	GATEWAY INVESTMENT ADVISERS LLC	$814K	3,052	+200	ADD
350	Empirical Finance, LLC	$812K	3,043	−7	TRIM
351	Chicago Capital, LLC	$800K	3,000	0	NO CHANGE
352	Vann Equity Management LLC	$798K	2,989	—	NO PRIOR
353	Laird Norton Wetherby Trust Company, LLC	$795K	2,980	+108	ADD
354	INTECH INVESTMENT MANAGEMENT LLC	$788K	2,955	−28	TRIM
355	ABN AMRO INVESTMENT SOLUTIONS	$788K	2,954	+453	ADD
356	Vontobel Holding Ltd.	$785K	2,943	−5,291	TRIM
357	TOKIO MARINE ASSET MANAGEMENT CO LTD	$784K	2,938	0	NO CHANGE
358	SKBA CAPITAL MANAGEMENT LLC	$774K	2,900	−50	TRIM
359	Centiva Capital, LP	$774K	2,900	+2,900	NEW
360	Wealthspire Advisors, LLC	$772K	2,892	−363	TRIM
361	EDMOND DE ROTHSCHILD HOLDING S.A.	$760K	2,850	0	NO CHANGE
362	Caprock Group, LLC	$756K	2,832	−894	TRIM
363	IRIDIAN ASSET MANAGEMENT LLC/CT	$754K	2,827	−817	TRIM
364	Storgate, LLC	$753K	2,821	+111	ADD
365	Siemens Fonds Invest GmbH	$751K	2,815	+54	ADD
366	EVERMAY WEALTH MANAGEMENT LLC	$749K	2,809	−486	TRIM
367	Index Technologies Group LLC	$736K	2,760	−127	TRIM
368	Connecticut Wealth Management, LLC	$732K	2,744	0	NO CHANGE
369	Ashton Thomas Private Wealth, LLC	$716K	2,682	+263	ADD
370	ELEVATION POINT WEALTH PARTNERS, LLC	$713K	2,673	+1,583	ADD
371	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$708K	2,653	+4	ADD
372	OFI INVEST ASSET MANAGEMENT	$708K	2,653	+1,250	ADD
373	Strathmore Capital Advisors, Inc.	$677K	2,566	+1	ADD
374	RWA WEALTH PARTNERS, LLC	$676K	2,533	+1	ADD
375	NORDEN GROUP LLC	$666K	2,496	−200	TRIM
376	Essex Financial Services, Inc.	$664K	2,489	−248	TRIM
377	FULTON BANK, N.A.	$663K	2,484	+52	ADD
378	DUNCKER STREETT & CO INC	$646K	2,422	0	NO CHANGE
379	North Dakota State Investment Board	$644K	2,415	−452	TRIM
380	Parisi Gray Wealth Management	$641K	2,402	0	NO CHANGE
381	BENJAMIN EDWARDS INC	$641K	2,401	+336	ADD
382	Ausdal Financial Partners, Inc.	$628K	2,353	−60	TRIM
383	PARSONS CAPITAL MANAGEMENT INC/RI	$627K	2,349	+75	ADD
384	INDEPENDENT FINANCIAL GROUP, LLC	$624K	2,339	—	NO PRIOR
385	Wealthcare Advisory Partners LLC	$617K	2,312	+23	ADD
386	Cresset Asset Management, LLC	$616K	2,309	+111	ADD
387	Bryn Mawr Trust Advisors, LLC	$606K	2,272	+580	ADD
388	Tempus Wealth Planning, LLC	$602K	2,256	−103	TRIM
389	SECURIAN ASSET MANAGEMENT, INC	$599K	2,244	0	NO CHANGE
390	CFO CAPITAL MANAGEMENT LLC	$598K	2,270	+25	ADD
391	Marble Wealth, LLC	$597K	2,238	−163	TRIM
392	VIAWEALTH, LLC	$597K	2,236	−21	TRIM
393	HM PAYSON & CO	$591K	2,214	0	NO CHANGE
394	Aptus Capital Advisors, LLC	$587K	2,199	+16	ADD
395	Farringdon Capital, Ltd.	$582K	2,180	+2,180	NEW
396	Beacon Pointe Advisors, LLC	$582K	2,180	+368	ADD
397	Qtron Investments LLC	$580K	2,175	+2	ADD
398	AZZAD ASSET MANAGEMENT INC /ADV	$578K	2,167	−9	TRIM
399	COLDSTREAM CAPITAL MANAGEMENT INC	$568K	2,130	−270	TRIM
400	nVerses Capital, LLC	$553K	2,074	+2,074	NEW
401	WASHINGTON CAPITAL MANAGEMENT, INC	$551K	2,065	−2,650	TRIM
402	MCF Advisors LLC	$549K	2,059	—	NO PRIOR
403	Vise Technologies, Inc.	$547K	2,180	0	NO CHANGE
404	BBR PARTNERS, LLC	$545K	2,044	+2,044	NEW
405	GREAT VALLEY ADVISOR GROUP, INC.	$541K	2,029	−1	TRIM
406	NorthRock Partners, LLC	$525K	1,967	+96	ADD
407	TRED AVON FAMILY WEALTH, LLC	$521K	1,954	+1,954	NEW
408	ANGELES WEALTH MANAGEMENT, LLC	$519K	1,946	+38	ADD
409	Inscription Capital, LLC	$519K	1,945	−33	TRIM
410	KESTRA PRIVATE WEALTH SERVICES, LLC	$514K	1,928	−37	TRIM
411	Johnson Financial Group, Inc.	$500K	1,874	0	NO CHANGE
412	WEBSTER BANK, N. A.	$495K	1,855	0	NO CHANGE
413	Gilman Hill Asset Management, LLC	$488K	1,828	0	NO CHANGE
414	Equitable Holdings, Inc.	$485K	1,819	+1,819	NEW
415	Barry Investment Advisors, LLC	$485K	1,817	−82	TRIM
416	GUARDIAN WEALTH ADVISORS, LLC / NC	$477K	1,786	0	NO CHANGE
417	PRUDENTIAL PLC	$475K	1,781	0	NO CHANGE
418	Legacy Capital Group California, Inc.	$470K	1,763	−788	TRIM
419	TEMA ETFS LLC	$470K	1,762	+7	ADD
420	Snowden Capital Advisors LLC	$467K	1,750	+134	ADD
421	WESCAP Management Group, Inc.	$463K	1,735	0	NO CHANGE
422	Ducere Wealth Management LLC	$460K	1,725	−19	TRIM
423	SHEETS SMITH WEALTH MANAGEMENT	$454K	1,701	+59	ADD
424	EVOLVE PRIVATE WEALTH, LLC	$450K	1,686	+716	ADD
425	EP Wealth Advisors, LLC	$448K	1,678	−370	TRIM
426	Peak Asset Management, LLC	$440K	1,650	−135	TRIM
427	Curi Capital, LLC	$439K	1,644	−81	TRIM
428	KEYBANK NATIONAL ASSOCIATION/OH	$436K	1,634	+11	ADD
429	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$435K	1,632	−435	TRIM
430	MAVERICK CAPITAL LTD	$426K	1,596	−15,968	TRIM
431	RITHOLTZ WEALTH MANAGEMENT	$425K	1,592	+51	ADD
432	Krilogy Financial LLC	$424K	1,592	−99	TRIM
433	VestGen Advisors, LLC	$418K	1,623	−98	TRIM
434	Apollon Wealth Management, LLC	$418K	1,565	+208	ADD
435	Stratos Wealth Partners, LTD.	$418K	1,565	−472	TRIM
436	Hutchens & Kramer Investment Management Group, LLC	$413K	1,547	0	NO CHANGE
437	Shepherd Street Advisors LLC	$411K	1,542	−294	TRIM
438	MONETA GROUP INVESTMENT ADVISORS LLC	$409K	1,533	+3	ADD
439	BCS Private Wealth Management, Inc.	$403K	1,512	+25	ADD
440	Grandview Asset Management LLC	$403K	1,510	−344	TRIM
441	Procyon Advisors, LLC	$402K	1,507	+633	ADD
442	World Investment Advisors	$398K	1,490	−234	TRIM
443	Coastal Bridge Advisors, LLC	$396K	1,483	−207	TRIM
444	SFMG, LLC	$395K	1,481	−13	TRIM
445	EAGLE ROCK INVESTMENT COMPANY, LLC	$387K	1,450	−135	TRIM
446	OMERS ADMINISTRATION Corp	$384K	1,441	+1,441	NEW
447	Integrated Advisors Network LLC	$384K	1,439	−210	TRIM
448	Marble Harbor Investment Counsel, LLC	$383K	1,437	0	NO CHANGE
449	E Fund Management Co., Ltd.	$383K	1,437	—	NO PRIOR
450	AE Wealth Management LLC	$379K	1,420	−133	TRIM
451	Modera Wealth Management, LLC	$377K	1,414	−85	TRIM
452	Lido Advisors, LLC	$367K	1,375	−883	TRIM
453	Accurate Wealth Management, LLC	$366K	1,404	+43	ADD
454	Steward Partners Investment Advisory, LLC	$366K	1,371	−37	TRIM
455	Larson Financial Group LLC	$365K	1,367	+1,156	ADD
456	Moss Adams Wealth Advisors LLC	$364K	1,364	+47	ADD
457	CI INVESTMENTS INC.	$361K	1,354	+160	ADD
458	Advisors Capital Management, LLC	$361K	1,352	−83	TRIM
459	BOOTHBAY FUND MANAGEMENT, LLC	$359K	1,345	−990	TRIM
460	Callan Family Office, LLC	$357K	1,338	−65	TRIM
461	Destination Wealth Management	$357K	1,337	−31	TRIM
462	Carnegie Investment Counsel	$356K	1,333	+94	ADD
463	EVERGREEN CAPITAL MANAGEMENT LLC	$355K	1,330	+131	ADD
464	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$350K	1,311	+34	ADD
465	Foresight Global Investors, Inc.	$342K	1,283	+10	ADD
466	FIRST MANHATTAN CO. LLC.	$342K	1,280	0	NO CHANGE
467	PANAGORA ASSET MANAGEMENT INC	$341K	1,277	0	NO CHANGE
468	Camelot Portfolios, LLC	$339K	1,272	−54	TRIM
469	Choate Investment Advisors	$339K	1,269	−4	TRIM
470	CHATHAM CAPITAL GROUP, INC.	$336K	1,259	0	NO CHANGE
471	Womack Financial LLC	$335K	1,255	0	NO CHANGE
472	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$333K	1,247	+1,247	NEW
473	TEACHER RETIREMENT SYSTEM OF TEXAS	$332K	1,246	−16,128	TRIM
474	BRAVE ASSET MANAGEMENT INC	$332K	1,245	+250	ADD
475	QUADRANT CAPITAL GROUP LLC	$332K	1,244	+19	ADD
476	DoubleLine ETF Adviser LP	$332K	1,243	+1,243	NEW
477	Smartleaf Asset Management LLC	$331K	1,254	+581	ADD
478	PFG Investments, LLC	$329K	1,234	−2	TRIM
479	FRONTIER CAPITAL MANAGEMENT CO LLC	$329K	1,233	0	NO CHANGE
480	CM WEALTH ADVISORS LLC	$329K	1,232	−143	TRIM
481	GeoWealth Management, LLC	$325K	1,219	−15	TRIM
482	Financial Sense Advisors, Inc.	$324K	1,215	+4	ADD
483	Marex Group Ltd	$320K	1,201	+1,201	NEW
484	Ballentine Partners, LLC	$317K	1,189	+39	ADD
485	Key FInancial Inc	$316K	1,184	0	NO CHANGE
486	EXCHANGE TRADED CONCEPTS, LLC	$313K	1,172	+25	ADD
487	CIDEL ASSET MANAGEMENT INC	$307K	1,152	+211	ADD
488	Formidable Asset Management, LLC	$307K	1,224	0	NO CHANGE
489	Dynamic Advisor Solutions LLC	$306K	1,148	+1,148	NEW
490	PINNACLE ASSOCIATES LTD	$306K	1,147	+21	ADD
491	Ipswich Investment Management Co., Inc.	$305K	1,145	0	NO CHANGE
492	SATOVSKY ASSET MANAGEMENT LLC	$304K	1,139	+3	ADD
493	BlackDiamond Wealth Management, LLC	$303K	1,137	+2	ADD
494	STEPHENS INC /AR/	$301K	1,129	−6	TRIM
495	MATHER GROUP, LLC.	$301K	1,129	+92	ADD
496	PRELUDE CAPITAL MANAGEMENT, LLC	$300K	1,126	−380	TRIM
497	PETTYJOHN, WOOD & WHITE, INC	$300K	1,124	0	NO CHANGE
498	Checchi Capital Advisers, LLC	$299K	1,120	+158	ADD
499	MQS Management LLC	$296K	1,111	+180	ADD
500	LEVEL FOUR ADVISORY SERVICES, LLC	$296K	1,109	+75	ADD

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

Congress ↔ notable managers · LH

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 April McClain Delaney D–MD-6 $103K–$295K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $48.6M held
Trimming: 2 Bridgewater Associates, Caxton Associates $4.3M held

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

Merged timeline of congressional filings and notable-manager moves on LH
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	SELL	$100K–$250K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+20,535 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−6,182 sh
2026-05-14	Caxton Associates 13F	TRIM	−1,986 sh

8 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

13 members of Congress disclosed LH — 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).