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 ↗

LINDE PLC · COM · quarter ended 2026-03-31 · 34 members disclosed LIN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,824 holders are listed, largest first: 1,824
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $169B
holders whose share count rose or who opened the position (new + add), by shares: 1,016
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 165

Holders — quarter ended 2026-03-31

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

13F holders of LIN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$18.3B	36,872,272	−273,235	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$15.0B	30,233,070	—	NO PRIOR
3	STATE STREET CORP	$9.7B	19,625,129	+268,336	ADD
4	Capital Research Global Investors	$8.0B	16,051,934	+5,924,340	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.1B	12,289,282	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$5.9B	11,832,240	+479,229	ADD
7	FMR LLC	$4.5B	8,997,328	−1,738,995	TRIM
8	MORGAN STANLEY	$3.6B	7,358,093	+271,653	ADD
9	JPMORGAN CHASE & CO	$3.1B	6,255,468	−2,612,691	TRIM
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$3.0B	4,757,686	−358,025	TRIM
11	Capital International Investors	$2.7B	5,441,647	−2,168,740	TRIM
12	Invesco Ltd.	$2.6B	5,273,814	−128,503	TRIM
13	WELLINGTON MANAGEMENT GROUP LLP	$2.6B	5,152,523	−35,147	TRIM
14	Bank of New York Mellon Corp	$2.5B	5,100,531	−240,100	TRIM
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.2B	4,498,652	+291,278	ADD
16	NORTHERN TRUST CORP	$2.2B	4,471,719	+2,544	ADD
17	FRANKLIN RESOURCES INC	$2.2B	4,437,326	+732,253	ADD
18	Nuveen, LLC	$2.0B	4,077,362	+324,180	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.9B	3,865,271	+97,002	ADD
20	WELLS FARGO & COMPANY/MN	$1.9B	3,784,457	−7,162	TRIM
21	AMERIPRISE FINANCIAL INC	$1.8B	3,703,417	+503,410	ADD
22	DEUTSCHE BANK AG\	$1.8B	3,638,121	−303,598	TRIM
23	UBS Group AG	$1.7B	3,422,254	+1,080,133	ADD
24	BANK OF AMERICA CORP /DE/	$1.7B	3,398,794	−413,188	TRIM
25	WCM INVESTMENT MANAGEMENT, LLC	$1.6B	3,234,984	−39,064	TRIM
26	Amundi	$1.6B	3,162,409	+373,012	ADD
27	Legal & General Group Plc	$1.4B	2,915,809	−19,207	TRIM
28	DIMENSIONAL FUND ADVISORS LP	$1.4B	2,740,541	+64,078	ADD
29	Clearbridge Investments, LLC	$1.3B	2,671,030	+195,019	ADD
30	VANGUARD FIDUCIARY TRUST CO	$1.3B	2,625,778	—	NO PRIOR
31	CANADA PENSION PLAN INVESTMENT BOARD	$1.0B	2,057,744	+269,797	ADD
32	FIL Ltd	$1.0B	2,044,693	+433,677	ADD
33	BARCLAYS PLC	$945M	1,906,650	−184,343	TRIM
34	NORDEA INVESTMENT MANAGEMENT AB	$936M	1,888,023	−236,859	TRIM
35	ROYAL BANK OF CANADA	$905M	1,825,672	−424,860	TRIM
36	PARNASSUS INVESTMENTS, LLC	$842M	1,699,409	−119,283	TRIM
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$805M	1,624,728	+361,664	ADD
38	Capital World Investors	$755M	1,522,938	+2,246	ADD
39	Sumitomo Mitsui Trust Group, Inc.	$687M	1,385,731	−94,303	TRIM
40	Swiss National Bank	$679M	1,370,361	+85,360	ADD
41	DODGE & COX	$658M	1,326,590	−3,000	TRIM
42	CIBC Bancorp USA Inc.	$632M	1,273,955	—	NO PRIOR
43	Neuberger Berman Group LLC	$620M	1,249,519	−22,671	TRIM
44	National Pension Service	$595M	1,199,655	+1,199,655	NEW
45	ALLIANCEBERNSTEIN L.P.	$584M	1,370,157	+435,278	ADD
46	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$555M	1,120,000	0	NO CHANGE
47	Mitsubishi UFJ Asset Management Co., Ltd.	$551M	1,110,799	+71,078	ADD
48	HSBC HOLDINGS PLC	$544M	1,097,110	+261,166	ADD
49	Pictet Asset Management Holding SA	$533M	1,075,893	−314,262	TRIM
50	Egerton Capital (UK) LLP	$530M	1,068,371	+1,068,371	NEW
51	BANK OF MONTREAL /CAN/	$516M	1,040,790	+105,371	ADD
52	ProShare Advisors LLC	$515M	1,039,351	−135,440	TRIM
53	RAYMOND JAMES FINANCIAL INC	$510M	1,027,522	+278,594	ADD
54	Vanguard Global Advisers, LLC	$507M	1,021,790	—	NO PRIOR
55	MACKENZIE FINANCIAL CORP	$488M	983,500	+18,582	ADD
56	Swedbank AB	$482M	972,945	−171,857	TRIM
57	ENVESTNET ASSET MANAGEMENT INC	$463M	934,097	+112,942	ADD
58	Artisan Partners Limited Partnership	$457M	921,970	+206,316	ADD
59	PRINCIPAL FINANCIAL GROUP INC	$452M	912,087	−109,801	TRIM
60	AMF Tjanstepension AB	$450M	908,456	+12,325	ADD
61	AGF MANAGEMENT LTD	$449M	906,450	+710,875	ADD
62	PRIMECAP MANAGEMENT CO/CA/	$440M	888,520	−100	TRIM
63	Universal- Beteiligungs- und Servicegesellschaft mbH	$430M	868,449	+26,423	ADD
64	FLOSSBACH VON STORCH SE	$408M	822,259	−263,600	TRIM
65	VANGUARD ASSET MANAGEMENT, Ltd	$406M	818,174	—	NO PRIOR
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$405M	816,545	−122,934	TRIM
67	BNP Paribas Asset Management Holding S.A.	$403M	813,871	+364,703	ADD
68	RHUMBLINE ADVISERS	$393M	793,538	−11,494	TRIM
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$382M	769,617	−853,606	TRIM
70	Fiera Capital Corp	$375M	756,862	+337,743	ADD
71	1832 Asset Management L.P.	$374M	755,338	+282,901	ADD
72	Bank Julius Baer & Co. Ltd, Zurich	$372M	749,933	−91,255	TRIM
73	CAISSE DES DEPOTS ET CONSIGNATIONS	$368M	742,277	+3,531	ADD
74	FIRST MANHATTAN CO. LLC.	$353M	712,599	−8,761	TRIM
75	Corient Private Wealth LLC	$338M	696,804	−1,474,705	TRIM
76	LAZARD ASSET MANAGEMENT LLC	$325M	654,947	+9,545	ADD
77	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$315M	636,338	−7,132	TRIM
78	RENAISSANCE TECHNOLOGIES LLC	$312M	629,820	+502,520	ADD
79	CITIGROUP INC	$311M	628,205	+2,774	ADD
80	AVIVA PLC	$303M	610,303	−17,465	TRIM
81	DANSKE BANK A/S	$285M	574,448	+4,610	ADD
82	FIRST TRUST ADVISORS LP	$283M	570,323	+33,341	ADD
83	VICTORY CAPITAL MANAGEMENT INC	$282M	568,404	+179,441	ADD
84	Unisphere Establishment	$279M	562,500	−9,100	TRIM
85	ROYAL LONDON ASSET MANAGEMENT LTD	$277M	559,373	−48,438	TRIM
86	STIFEL FINANCIAL CORP	$276M	556,789	+1,548	ADD
87	AQR CAPITAL MANAGEMENT LLC	$272M	548,025	+295,530	ADD
88	D. E. Shaw & Co., Inc.	$269M	543,387	−126,877	TRIM
89	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$269M	542,959	+155,618	ADD
90	VOYA INVESTMENT MANAGEMENT LLC	$259M	522,633	+222,596	ADD
91	COMGEST GLOBAL INVESTORS S.A.S.	$257M	517,778	−101,700	TRIM
92	AMERICAN CENTURY COMPANIES INC	$256M	517,253	−3,023	TRIM
93	NEW YORK STATE COMMON RETIREMENT FUND	$254M	513,078	+38,424	ADD
94	SEI INVESTMENTS CO	$245M	494,915	+28,118	ADD
95	KING LUTHER CAPITAL MANAGEMENT CORP	$245M	493,719	−7,247	TRIM
96	ABN AMRO Bank N.V.	$242M	484,371	−35,808	TRIM
97	Temasek Holdings (Private) Ltd	$239M	481,354	−56,104	TRIM
98	Aberdeen Group plc	$238M	480,915	+9,029	ADD
99	TWO SIGMA INVESTMENTS, LP	$236M	476,650	+380,762	ADD
100	TD ASSET MANAGEMENT INC	$235M	473,063	+34,394	ADD
101	Zurcher Kantonalbank (Zurich Cantonalbank)	$233M	470,287	+470,287	NEW
102	LOCUST WOOD CAPITAL ADVISERS, LLC	$233M	469,131	−190,443	TRIM
103	Ensign Peak Advisors, Inc	$227M	457,525	+218,357	ADD
104	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$225M	454,507	−20,770	TRIM
105	ADAGE CAPITAL PARTNERS GP, L.L.C.	$225M	453,335	−10,600	TRIM
106	LANSDOWNE PARTNERS (UK) LLP	$223M	449,206	+221,749	ADD
107	Mariner, LLC	$220M	444,481	+51,250	ADD
108	ING GROEP NV	$214M	432,611	−178,060	TRIM
109	MAVERICK CAPITAL LTD	$211M	426,111	+426,111	NEW
110	Rockefeller Capital Management L.P.	$206M	415,786	+90,628	ADD
111	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$202M	408,258	−3,592	TRIM
112	PFA Pension, Forsikringsaktieselskab	$197M	396,863	+396,863	NEW
113	Maren Capital LLC	$192M	386,703	+22,470	ADD
114	Alecta Tjanstepension Omsesidigt	$190M	383,800	−162,700	TRIM
115	STOREBRAND ASSET MANAGEMENT AS	$189M	381,661	—	NO PRIOR
116	Korea Investment CORP	$189M	381,256	+24,401	ADD
117	LPL Financial LLC	$188M	379,809	+25,528	ADD
118	Palestra Capital Management LLC	$175M	352,942	−48,552	TRIM
119	GREAT LAKES ADVISORS, LLC	$169M	341,729	+12,623	ADD
120	Empower Advisory Group, LLC	$169M	339,982	+141,349	ADD
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$164M	331,324	+4,013	ADD
122	NOMURA ASSET MANAGEMENT CO LTD	$160M	322,689	−26,126	TRIM
123	NEOS Investment Management LLC	$160M	322,422	+52,077	ADD
124	Compagnie Lombard Odier SCmA	$159M	321,108	−109,601	TRIM
125	Mirae Asset Global Investments Co., Ltd.	$159M	320,993	+77,050	ADD
126	DJE Kapital AG	$158M	318,359	+318,359	NEW
127	US BANCORP \DE\	$157M	317,244	−1,915	TRIM
128	APG Asset Management N.V.	$156M	363,099	+2,148	ADD
129	HighTower Advisors, LLC	$155M	313,277	+6,489	ADD
130	SCOPUS ASSET MANAGEMENT, L.P.	$153M	309,512	+309,512	NEW
131	LOOMIS SAYLES & CO L P	$153M	309,005	−134,298	TRIM
132	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$151M	305,303	−40,253	TRIM
133	Eurizon Capital SGR S.p.A.	$148M	297,253	+297,253	NEW
134	CIBC Asset Management Inc	$142M	286,774	−197	TRIM
135	Vontobel Holding Ltd.	$141M	283,609	−4,279	TRIM
136	CONFLUENCE INVESTMENT MANAGEMENT LLC	$140M	283,072	−14,251	TRIM
137	THORNBURG INVESTMENT MANAGEMENT INC	$135M	274,372	+1,867	ADD
138	OMERS ADMINISTRATION Corp	$135M	273,121	−142,380	TRIM
139	FIFTH THIRD BANCORP	$133M	268,752	−777	TRIM
140	Squarepoint Ops LLC	$132M	265,913	−137,618	TRIM
141	Fisher Asset Management, LLC	$131M	264,179	+8,480	ADD
142	SOROS FUND MANAGEMENT LLC	$129M	259,926	+259,926	NEW
143	Castle Hook Partners LP	$126M	255,043	+255,043	NEW
144	Mitsubishi UFJ Trust & Banking Corp	$125M	252,694	−950	TRIM
145	STATE OF WISCONSIN INVESTMENT BOARD	$125M	252,154	+6,295	ADD
146	LBP AM SA	$123M	247,104	−44,004	TRIM
147	Qube Research & Technologies Ltd	$120M	242,481	−817,408	TRIM
148	BARTLETT & CO. WEALTH MANAGEMENT LLC	$119M	241,047	+12,096	ADD
149	BAHL & GAYNOR INC	$118M	238,179	+115,182	ADD
150	BLAIR WILLIAM & CO/IL	$116M	233,182	−584	TRIM
151	Vanguard Investments Australia, Ltd.	$115M	232,719	—	NO PRIOR
152	Chevy Chase Trust Holdings, LLC	$115M	230,993	−6,423	TRIM
153	NZS Capital, LLC	$114M	230,175	−14,170	TRIM
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$114M	229,792	+5,370	ADD
155	Allianz Asset Management GmbH	$113M	228,651	−69,809	TRIM
156	Calamos Advisors LLC	$112M	225,271	+27,093	ADD
157	Woodline Partners LP	$112M	224,976	−47,537	TRIM
158	Quantinno Capital Management LP	$111M	224,522	+73,143	ADD
159	CREDIT AGRICOLE S A	$108M	218,327	+82,204	ADD
160	M&G Plc	$105M	211,771	−5,365	TRIM
161	Douglass Winthrop Advisors, LLC	$105M	211,490	+7,532	ADD
162	Asset Management One Co., Ltd.	$104M	210,279	+2,329	ADD
163	Baird Financial Group, Inc.	$104M	210,217	+210,217	NEW
164	MARKEL GROUP INC.	$101M	204,600	+4,500	ADD
165	TEACHER RETIREMENT SYSTEM OF TEXAS	$98.9M	199,537	+9,047	ADD
166	Zurich Insurance Group Ltd/FI	$98.5M	198,785	+106,406	ADD
167	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$97.3M	196,235	+13,440	ADD
168	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$97.2M	196,087	+66,260	ADD
169	ABN AMRO INVESTMENT SOLUTIONS	$96.7M	195,108	+195,108	NEW
170	Bank Pictet & Cie (Europe) AG	$90.1M	181,722	+72,835	ADD
171	KLP KAPITALFORVALTNING AS	$87.1M	175,654	−2,480	TRIM
172	Lansforsakringar Fondforvaltning AB (publ)	$84.9M	171,299	+22,209	ADD
173	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$84.9M	171,163	+126,051	ADD
174	Port Capital LLC	$84.7M	170,919	−5,826	TRIM
175	Clark Capital Management Group, Inc.	$83.3M	168,075	−58,620	TRIM
176	TRUIST FINANCIAL CORP	$80.7M	162,822	−10,492	TRIM
177	Epoch Investment Partners, Inc.	$79.7M	160,809	−34,654	TRIM
178	State of New Jersey Common Pension Fund D	$79.1M	159,540	−2,218	TRIM
179	Vest Financial, LLC	$78.5M	158,351	+12,471	ADD
180	Tredje AP-fonden	$77.6M	156,616	+87,754	ADD
181	Daiwa Securities Group Inc.	$75.4M	152,130	+3,223	ADD
182	PUBLIC SECTOR PENSION INVESTMENT BOARD	$74.5M	150,227	−390,061	TRIM
183	Capital International, Inc./CA/	$74.0M	149,285	+23,423	ADD
184	DAVIS R M INC	$73.6M	148,509	+2,647	ADD
185	Cerity Partners LLC	$73.3M	147,861	+17,676	ADD
186	SATURNA CAPITAL CORP	$70.9M	142,925	+142,925	NEW
187	Banque Transatlantique SA	$66.7M	134,380	+73,427	ADD
188	Focus Partners Wealth	$64.6M	130,395	−2,010	TRIM
189	CITADEL ADVISORS LLC	$64.2M	129,535	−817,114	TRIM
190	TCTC Holdings, LLC	$64.1M	129,285	−353	TRIM
191	Arizona State Retirement System	$63.4M	127,936	−5,764	TRIM
192	Czech National Bank	$63.0M	127,172	+4,044	ADD
193	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$62.9M	126,936	−106,720	TRIM
194	Sterling Capital Management LLC	$62.9M	126,919	−24,543	TRIM
195	STATE OF MICHIGAN RETIREMENT SYSTEM	$62.9M	126,904	−200	TRIM
196	Aviso Financial Inc.	$62.0M	125,050	+878	ADD
197	BANQUE PICTET & CIE SA	$61.1M	123,292	+56,290	ADD
198	Cetera Investment Advisers	$60.6M	122,304	+13,433	ADD
199	Groupe la Francaise	$60.5M	123,437	+17,515	ADD
200	Resona Asset Management Co.,Ltd.	$60.2M	121,459	+960	ADD
201	Walleye Capital LLC	$58.8M	118,639	−16,297	TRIM
202	COMPASS CAPITAL MANAGEMENT, INC	$57.0M	114,959	−761	TRIM
203	DnB Asset Management AS	$56.8M	114,656	+10,642	ADD
204	Tidal Investments LLC	$56.5M	113,975	+72,754	ADD
205	NISA INVESTMENT ADVISORS, LLC	$54.7M	110,378	−9,187	TRIM
206	SailingStone Capital Partners LLC	$54.5M	109,958	+5,713	ADD
207	Connor, Clark & Lunn Investment Management Ltd.	$54.5M	109,880	+108,761	ADD
208	MetLife Investment Management, LLC	$54.1M	109,153	−2,831	TRIM
209	Wilkinson Global Asset Management LLC	$54.1M	109,058	−8,589	TRIM
210	TD Waterhouse Canada Inc.	$54.0M	109,539	+76,172	ADD
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$53.9M	108,772	+157	ADD
212	Holocene Advisors, LP	$53.7M	108,375	−22,266	TRIM
213	GRANDFIELD & DODD, LLC	$53.6M	108,026	+727	ADD
214	Creative Planning	$53.4M	107,702	+35,981	ADD
215	BROWN ADVISORY INC	$52.5M	105,990	+1,510	ADD
216	Avantyr Capital Partners, LP	$52.2M	105,356	+105,356	NEW
217	WELCH & FORBES LLC	$52.2M	105,270	+700	ADD
218	Northwest & Ethical Investments L.P.	$51.6M	104,182	−14,914	TRIM
219	PRUDENTIAL FINANCIAL INC	$51.2M	103,194	+38,180	ADD
220	Anomaly Capital Management, LP	$50.6M	102,130	+102,130	NEW
221	FACTORY MUTUAL INSURANCE CO	$50.3M	101,500	+3,800	ADD
222	Milestones Administradora de Recursos Ltda.	$49.9M	100,633	+57,763	ADD
223	JENNISON ASSOCIATES LLC	$49.2M	99,232	−54,743	TRIM
224	Capital International Sarl	$49.2M	99,195	+3,833	ADD
225	Retirement Systems of Alabama	$49.2M	99,161	−176	TRIM
226	SEB Asset Management AB	$48.6M	98,102	—	NO PRIOR
227	EASTERN BANK	$48.3M	97,449	+23,948	ADD
228	&PARTNERS	$47.3M	95,404	−5,344	TRIM
229	REGIONS FINANCIAL CORP	$46.8M	94,368	+27,211	ADD
230	OSAIC HOLDINGS, INC.	$46.5M	93,749	+2,630	ADD
231	Norinchukin Bank, The	$46.4M	93,673	−13,328	TRIM
232	GUGGENHEIM CAPITAL LLC	$45.5M	91,839	+4,827	ADD
233	COUNTRY TRUST BANK	$45.2M	91,113	+19,120	ADD
234	GUYASUTA INVESTMENT ADVISORS INC	$45.2M	91,077	−1,739	TRIM
235	XPONANCE LLC	$44.9M	90,474	+14,987	ADD
236	ASSETMARK, INC	$44.6M	89,906	+13,465	ADD
237	Evelyn Partners Investment Management LLP	$44.4M	89,609	−770	TRIM
238	Point72 Asset Management, L.P.	$44.0M	88,848	−344,558	TRIM
239	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$43.9M	88,498	+27,399	ADD
240	YCG, LLC	$43.4M	87,574	+8,149	ADD
241	NewEdge Advisors, LLC	$43.3M	87,418	+87,418	NEW
242	Baader Bank Aktiengesellschaft	$43.0M	86,873	−6,353	TRIM
243	UMB Bank, n.a.	$41.8M	84,405	+295	ADD
244	Haverford Trust Co	$41.7M	84,186	+30,911	ADD
245	WINDWARD CAPITAL MANAGEMENT CO /CA	$41.3M	83,212	−275	TRIM
246	Federation des caisses Desjardins du Quebec	$41.0M	82,715	+7,112	ADD
247	PRUDENTIAL PLC	$41.0M	82,631	+34,673	ADD
248	Badgley Phelps Wealth Managers, LLC	$40.5M	81,678	−14,191	TRIM
249	ALLIANZ SE	$40.1M	80,932	−12,449	TRIM
250	RIVERBRIDGE PARTNERS LLC	$40.0M	80,779	+71,122	ADD
251	COMMONWEALTH EQUITY SERVICES, LLC	$39.7M	80,089	+1,047	ADD
252	OSSIAM	$39.5M	79,688	+73,801	ADD
253	Varma Mutual Pension Insurance Co	$39.5M	79,585	0	NO CHANGE
254	TRILLIUM ASSET MANAGEMENT, LLC	$38.9M	127,063	+67,087	ADD
255	COMMERCE BANK	$38.9M	78,463	+56,865	ADD
256	USS Investment Management Ltd	$38.6M	77,875	−17,726	TRIM
257	Utah Retirement Systems	$37.9M	76,349	−1,239	TRIM
258	CHILTON CAPITAL MANAGEMENT LLC	$37.8M	76,296	−1,265	TRIM
259	J. Safra Sarasin Holding AG	$37.7M	76,136	−7,126	TRIM
260	Man Group plc	$37.1M	74,887	−84,508	TRIM
261	Cumberland Partners Ltd	$37.0M	74,633	+2,290	ADD
262	Pathstone Holdings, LLC	$36.0M	72,569	+5,322	ADD
263	Gotham Asset Management, LLC	$35.9M	72,364	+18,730	ADD
264	Allspring Global Investments Holdings, LLC	$35.9M	72,609	+22,799	ADD
265	MOODY LYNN LIEBERSON & WALKER, LLC	$35.5M	71,637	+5,350	ADD
266	QRG CAPITAL MANAGEMENT, INC.	$35.5M	71,604	+13,346	ADD
267	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$35.4M	71,461	−53	TRIM
268	SHELTON CAPITAL MANAGEMENT	$35.3M	71,253	−5,144	TRIM
269	Wallington Asset Management, LLC	$35.1M	70,748	−1,644	TRIM
270	YOUSIF CAPITAL MANAGEMENT, LLC	$34.9M	70,350	−1,873	TRIM
271	MILLENNIUM MANAGEMENT LLC	$34.9M	70,343	−804,441	TRIM
272	NATIONAL BANK OF CANADA /FI/	$34.7M	70,015	+3,746	ADD
273	AGAVE CAPITAL MANAGEMENT Ltd	$34.7M	70,000	+12,000	ADD
274	Bleichroeder LP	$33.9M	68,474	−6,640	TRIM
275	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$33.4M	67,469	+3,160	ADD
276	Aperture Investors, LLC	$33.3M	67,215	+61,996	ADD
277	Sumitomo Mitsui DS Asset Management Company, Ltd	$32.7M	65,917	+909	ADD
278	Aptus Capital Advisors, LLC	$32.4M	65,278	+928	ADD
279	Robeco Institutional Asset Management B.V.	$32.3M	65,179	−6,666	TRIM
280	Munro Partners	$32.2M	64,959	+2,885	ADD
281	RWA WEALTH PARTNERS, LLC	$32.1M	64,846	−1,154	TRIM
282	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$31.9M	64,356	−18,837	TRIM
283	NICHOLS & PRATT ADVISERS LLP /MA	$31.8M	64,153	+2,522	ADD
284	Nippon Life Global Investors Americas, Inc.	$31.6M	63,830	−430	TRIM
285	EDMOND DE ROTHSCHILD HOLDING S.A.	$31.5M	63,516	+3,170	ADD
286	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.1M	107,265	+25,711	ADD
287	Wealthfront Advisers LLC	$30.9M	62,284	+14,122	ADD
288	Mesirow Financial Investment Management, Inc.	$30.6M	61,686	+2,086	ADD
289	Tairen Capital Ltd	$30.2M	60,900	+19,100	ADD
290	Andra AP-fonden	$29.8M	60,125	+15,815	ADD
291	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29.1M	58,700	+54,654	ADD
292	Vanguard Personalized Indexing Management, LLC	$28.3M	57,000	+9,235	ADD
293	MERCER GLOBAL ADVISORS INC /ADV	$28.2M	56,843	+7,149	ADD
294	Janus Henderson Group Ltd.	$28.1M	56,668	−199,692	TRIM
295	IEQ CAPITAL, LLC	$27.8M	56,013	+22,509	ADD
296	Assenagon Asset Management S.A.	$27.6M	55,671	+40,901	ADD
297	Advisors Capital Management, LLC	$27.4M	55,361	+10,117	ADD
298	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$27.3M	55,000	+55,000	NEW
299	Pinnacle Financial Partners, Inc.	$27.1M	54,749	+4,686	ADD
300	Smith Salley Wealth Management	$27.1M	54,638	+1,906	ADD
301	SANDS CAPITAL MANAGEMENT, LLC	$27.1M	54,593	−4,621	TRIM
302	Avanza Fonder AB	$26.9M	54,241	+1,160	ADD
303	CAPITAL INTERNATIONAL LTD /CA/	$26.7M	53,815	+2,227	ADD
304	CIBC WORLD MARKET INC.	$26.7M	53,791	−3,295	TRIM
305	ADAMS NATURAL RESOURCES FUND, INC.	$26.6M	53,700	0	NO CHANGE
306	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$26.5M	53,524	+53	ADD
307	CITIZENS FINANCIAL GROUP INC/RI	$26.5M	53,399	+506	ADD
308	Investment Management Corp of Ontario	$26.5M	53,371	+8,201	ADD
309	M&T BANK CORP	$26.3M	52,962	−3,355	TRIM
310	Quadrature Capital Ltd	$26.1M	52,606	−105,132	TRIM
311	AE Wealth Management LLC	$26.0M	52,495	+3,448	ADD
312	Night Owl Capital Management, LLC	$25.8M	51,966	+322	ADD
313	Empowered Funds, LLC	$25.7M	51,891	+29,552	ADD
314	WORLDQUANT MILLENNIUM ADVISORS LLC	$25.7M	51,842	+41,381	ADD
315	FRANKLIN STREET ADVISORS INC /NC	$25.5M	51,519	+1,285	ADD
316	Moran Wealth Management, LLC	$25.5M	51,421	−8,331	TRIM
317	Vinva Investment Management Ltd	$25.5M	51,026	+38	ADD
318	Rafferty Asset Management, LLC	$25.4M	51,276	−16,937	TRIM
319	BRIDGES INVESTMENT MANAGEMENT INC	$25.4M	51,197	+451	ADD
320	Madison Asset Management, LLC	$25.0M	50,425	+3,653	ADD
321	Encompass Capital Advisors LLC	$24.8M	50,000	+50,000	NEW
322	Cartenna Capital, LP	$24.8M	50,000	+50,000	NEW
323	Cornerstone Advisors, LLC	$24.7M	49,806	+10,177	ADD
324	Schonfeld Strategic Advisors LLC	$24.7M	49,798	+35,687	ADD
325	FEDERATED HERMES, INC.	$24.7M	49,734	−4,320	TRIM
326	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$24.6M	49,657	−469	TRIM
327	MAI Capital Management	$24.3M	48,969	+3,549	ADD
328	Sanctuary Advisors, LLC	$24.2M	48,863	+4,427	ADD
329	Van Cleef Asset Management,Inc	$23.9M	48,202	+196	ADD
330	MACQUARIE GROUP LTD	$23.8M	47,997	−15,664	TRIM
331	Baker Avenue Asset Management, LP	$23.7M	47,821	+3,635	ADD
332	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$23.3M	47,065	+16,641	ADD
333	NorthCrest Asset Manangement, LLC	$22.8M	45,373	−12,372	TRIM
334	Generali Asset Management SPA SGR	$22.5M	45,473	−4,120	TRIM
335	Avalon Trust Co	$22.5M	45,299	+281	ADD
336	FULTON BREAKEFIELD BROENNIMAN LLC	$22.4M	45,139	−315	TRIM
337	BRADLEY FOSTER & SARGENT INC/CT	$22.3M	45,077	+1,584	ADD
338	CI INVESTMENTS INC.	$22.3M	44,926	−1,746	TRIM
339	Prospera Financial Services Inc	$22.2M	44,841	−2,327	TRIM
340	Dai-ichi Life Insurance Company, Ltd	$22.0M	44,375	−3,184	TRIM
341	Heirloom Wealth Management	$21.8M	43,888	+6,209	ADD
342	Robeco Schweiz AG	$21.7M	43,818	+6,490	ADD
343	KEYBANK NATIONAL ASSOCIATION/OH	$21.7M	43,696	+2,295	ADD
344	Ancora Advisors LLC	$21.4M	43,196	−5,738	TRIM
345	MML INVESTORS SERVICES, LLC	$21.4M	43,104	−400	TRIM
346	Rivermont Capital Management LP	$21.3M	42,969	+42,969	NEW
347	Titan Investment Solutions Ltd	$20.9M	42,214	−1,062	TRIM
348	Capital Group Private Client Services, Inc.	$20.8M	41,973	−15,918	TRIM
349	Choate Investment Advisors	$20.7M	41,766	+1,405	ADD
350	ASR Vermogensbeheer N.V.	$20.5M	41,285	+795	ADD
351	Steward Partners Investment Advisory, LLC	$20.4M	41,209	+3,582	ADD
352	Mill Capital Management, LLC	$20.4M	41,092	+843	ADD
353	OPPENHEIMER ASSET MANAGEMENT INC.	$20.3M	41,026	+7,161	ADD
354	CONNORS INVESTOR SERVICES INC	$20.2M	40,846	+250	ADD
355	Rokos Capital Management LLP	$20.1M	40,643	+40,643	NEW
356	NICOLA WEALTH MANAGEMENT LTD.	$19.7M	39,800	0	NO CHANGE
357	Cannell & Spears LLC	$19.5M	39,331	+37,693	ADD
358	FORBES J M & CO LLP	$19.3M	39,025	+459	ADD
359	SEGALL BRYANT & HAMILL, LLC	$19.1M	38,608	−1,664	TRIM
360	Mediolanum International Funds Ltd	$19.1M	38,337	+7,758	ADD
361	Addenda Capital Inc.	$19.0M	38,263	+953	ADD
362	GLENMEDE TRUST CO NA	$18.8M	37,940	+274	ADD
363	PROFUND ADVISORS LLC	$18.5M	37,394	−6,114	TRIM
364	CONGRESS ASSET MANAGEMENT CO	$18.4M	37,044	−126	TRIM
365	Cercano Management LLC	$18.1M	36,423	−485	TRIM
366	FIRST NATIONAL TRUST CO	$17.8M	35,877	+2,321	ADD
367	Kimelman & Baird, LLC	$17.7M	35,799	+304	ADD
368	Steigerwald, Gordon & Koch Inc.	$17.7M	35,734	+1,635	ADD
369	Pallas Capital Advisors LLC	$16.9M	34,001	−1,224	TRIM
370	Calamos Wealth Management LLC	$16.6M	33,402	+1,261	ADD
371	BRAUN STACEY ASSOCIATES INC	$16.4M	33,007	+2,202	ADD
372	NOESIS CAPITAL MANGEMENT CORP	$16.2M	32,739	+229	ADD
373	ZEVIN ASSET MANAGEMENT LLC	$16.1M	32,517	−7,467	TRIM
374	JANE STREET GROUP, LLC	$15.9M	32,104	+5,978	ADD
375	NOMURA HOLDINGS INC	$15.8M	31,891	−59,522	TRIM
376	Apollon Wealth Management, LLC	$15.8M	31,879	+7,772	ADD
377	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$15.7M	31,662	+31,662	NEW
378	11 Capital Partners LP	$15.7M	31,640	+31,640	NEW
379	Pelham Capital Ltd.	$15.6M	31,500	−23,303	TRIM
380	D.A. DAVIDSON & CO.	$15.6M	31,366	+277	ADD
381	Atria Investments, Inc	$15.5M	31,288	+4,205	ADD
382	INTECH INVESTMENT MANAGEMENT LLC	$15.4M	31,021	−10,627	TRIM
383	BENJAMIN EDWARDS INC	$15.2M	30,666	+2,499	ADD
384	Lido Advisors, LLC	$15.1M	30,530	−4,197	TRIM
385	Dana Investment Advisors, Inc.	$15.0M	30,245	+485	ADD
386	Tower Research Capital LLC (TRC)	$14.9M	29,993	−3,496	TRIM
387	Crossmark Global Holdings, Inc.	$14.6M	29,403	—	NO PRIOR
388	Orion Porfolio Solutions, LLC	$14.5M	29,214	+2,941	ADD
389	Sky Investment Group LLC	$14.4M	29,117	−62	TRIM
390	CWM, LLC	$14.4M	28,964	+14,750	ADD
391	EagleClaw Capital Managment, LLC	$14.2M	28,665	−510	TRIM
392	FIDUCIARY TRUST CO	$14.2M	28,604	−2,093	TRIM
393	MIZUHO SECURITIES USA LLC	$14.0M	28,229	−5,771	TRIM
394	Brookstone Capital Management	$14.0M	28,209	+8,718	ADD
395	Americana Partners, LLC	$13.9M	28,019	+4,115	ADD
396	Azimuth Capital Investment Management LLC	$13.8M	27,900	−1,157	TRIM
397	Vident Advisory, LLC	$13.7M	27,623	+2,874	ADD
398	EAGLE GLOBAL ADVISORS LLC	$13.6M	27,343	−230	TRIM
399	S.E.E.D. Planning Group LLC	$13.4M	26,961	−380	TRIM
400	NORTHSTAR ASSET MANAGEMENT INC	$13.3M	26,735	−7,469	TRIM
401	HARTFORD INVESTMENT MANAGEMENT CO	$13.2M	26,633	−377	TRIM
402	Shelter Mutual Insurance Co	$13.1M	26,440	0	NO CHANGE
403	Venture Visionary Partners LLC	$13.1M	26,354	+344	ADD
404	Cresset Asset Management, LLC	$12.8M	25,744	+1,412	ADD
405	DAVENPORT & Co LLC	$12.8M	25,732	−2,415	TRIM
406	Hikari Tsushin, Inc.	$12.6M	25,500	0	NO CHANGE
407	Elo Mutual Pension Insurance Co	$12.5M	25,277	−8,224	TRIM
408	PITTENGER & ANDERSON INC	$12.5M	25,133	+1,055	ADD
409	DAVIDSON INVESTMENT ADVISORS	$12.3M	24,798	+1,773	ADD
410	SteelPeak Wealth, LLC	$12.2M	24,589	−10,683	TRIM
411	Sustainable Growth Advisers, LP	$12.2M	24,524	−4,160	TRIM
412	Kestra Advisory Services, LLC	$12.1M	24,381	+6,711	ADD
413	Phraction Management LLC	$12.0M	24,170	+17	ADD
414	MATTERN CAPITAL MANAGEMENT, LLC	$11.9M	24,079	−212	TRIM
415	STRATEGIC PLANNING GROUP, LLC	$11.9M	24,073	+24,073	NEW
416	STEADFAST CAPITAL MANAGEMENT LP	$11.8M	23,800	+23,800	NEW
417	BOOTHBAY FUND MANAGEMENT, LLC	$11.8M	23,751	+20,389	ADD
418	Marietta Wealth Management, LLC	$11.8M	23,737	−1,182	TRIM
419	Maryland State Retirement & Pension System	$11.7M	23,691	+274	ADD
420	ROCKLAND TRUST CO	$11.7M	23,649	−506	TRIM
421	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$11.6M	23,365	+1,907	ADD
422	Ameritas Investment Partners, Inc.	$11.5M	23,209	−42	TRIM
423	Strategic Wealth Investment Group, LLC	$11.5M	23,132	+225	ADD
424	KESTRA PRIVATE WEALTH SERVICES, LLC	$11.5M	23,124	+526	ADD
425	GROUPAMA ASSET MANAGMENT	$11.3M	22,784	+1,782	ADD
426	OpenArc Corporate Advisory, LLC	$11.2M	22,665	+6,505	ADD
427	Cyndeo Wealth Partners, LLC	$11.2M	22,628	+5,871	ADD
428	Concentric Capital Strategies, LP	$11.2M	22,617	−30,685	TRIM
429	Regents Gate Capital LLP	$11.1M	22,455	−11,633	TRIM
430	BAILARD, INC.	$11.0M	22,193	+456	ADD
431	DNCA FINANCE	$11.0M	22,114	+22,114	NEW
432	TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.9M	22,041	+1,096	ADD
433	S-Bank Fund Management Ltd	$10.9M	22,000	0	NO CHANGE
434	Envestnet Portfolio Solutions, Inc.	$10.8M	21,869	−19,213	TRIM
435	FIRST NATIONAL BANK OF OMAHA	$10.8M	21,673	+166	ADD
436	OPPENHEIMER & CO INC	$10.6M	21,354	−1,034	TRIM
437	TOKIO MARINE ASSET MANAGEMENT CO LTD	$10.4M	20,983	+555	ADD
438	EVENTIDE ASSET MANAGEMENT, LLC	$10.3M	20,652	−626	TRIM
439	Private Advisor Group, LLC	$10.2M	20,581	+991	ADD
440	STEPHENS INC /AR/	$10.1M	20,464	+506	ADD
441	Robinhood Asset Management, LLC	$10.1M	20,373	+20,373	NEW
442	HB Wealth Management, LLC	$10.0M	20,264	+2,703	ADD
443	McKinley Carter Wealth Services, Inc.	$9.9M	20,012	+139	ADD
444	BLB&B Advisors, LLC	$9.9M	19,943	+977	ADD
445	Metis Global Partners, LLC	$9.8M	19,768	−311	TRIM
446	E Fund Management Co., Ltd.	$9.7M	19,578	—	NO PRIOR
447	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$9.7M	19,498	+3,855	ADD
448	BLI - Banque de Luxembourg Investments	$9.6M	22,700	+22,700	NEW
449	Siemens Fonds Invest GmbH	$9.6M	19,281	−447	TRIM
450	MUFG Securities EMEA plc	$9.5M	19,143	−76,085	TRIM
451	LS Investment Advisors, LLC	$9.5M	19,130	−16	TRIM
452	AXXCESS WEALTH MANAGEMENT, LLC	$9.4M	19,060	+353	ADD
453	Merit Financial Group, LLC	$9.3M	18,767	+1,571	ADD
454	Polar Capital Holdings Plc	$9.3M	18,740	+15,720	ADD
455	Providence Capital Advisors, LLC	$9.2M	18,487	+168	ADD
456	Aviance Capital Partners, LLC	$9.1M	18,420	+129	ADD
457	Callan Family Office, LLC	$9.0M	18,168	−278	TRIM
458	CHOREO, LLC	$9.0M	18,158	+928	ADD
459	Rice Partnership, LLC	$9.0M	18,133	+408	ADD
460	MOTCO	$8.8M	17,823	+388	ADD
461	NLB Skladi, upravljanje premozenja, d.o.o.	$8.8M	17,756	+10,740	ADD
462	Sequoia Financial Advisors, LLC	$8.7M	17,578	+1,766	ADD
463	NIXON PEABODY TRUST CO	$8.7M	17,544	−1,182	TRIM
464	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$8.7M	17,500	0	NO CHANGE
465	Greystone Financial Group, LLC	$8.7M	17,490	−13,006	TRIM
466	JACKSON SQUARE CAPITAL, LLC	$8.6M	17,407	+10,614	ADD
467	Reliant Investment Management, LLC	$8.6M	17,378	−95	TRIM
468	Saudi Central Bank	$8.5M	17,236	+17,236	NEW
469	First National Bank of Mount Dora, Trust Investment Services	$8.5M	17,136	—	NO PRIOR
470	Brooklyn Investment Group	$8.5M	17,110	+5,799	ADD
471	Capital Wealth Planning, LLC	$8.4M	17,001	+17,001	NEW
472	Tribune Investment Group LP	$8.4M	17,000	+17,000	NEW
473	Ramsay, Stattman, Vela & Price, Inc.	$8.4M	16,954	+48	ADD
474	Parcion Private Wealth LLC	$8.3M	16,760	+105	ADD
475	Waverly Advisors, LLC	$8.3M	16,737	−780	TRIM
476	PARK NATIONAL CORP /OH/	$8.3M	16,720	−132	TRIM
477	NICHOLAS COMPANY, INC.	$8.3M	16,715	+16,715	NEW
478	ELEVATION POINT WEALTH PARTNERS, LLC	$8.2M	16,582	+11,360	ADD
479	BANK OF NOVA SCOTIA TRUST CO	$8.1M	16,260	+56	ADD
480	Community Financial Services Group, LLC	$8.0M	16,193	+16,193	NEW
481	MASTERINVEST Kapitalanlage GmbH	$8.0M	16,081	+1,881	ADD
482	Ayrshire Capital Management LLC	$7.9M	15,935	+914	ADD
483	Phoenix Financial Ltd.	$7.9M	15,935	−737	TRIM
484	COURIER CAPITAL LLC	$7.8M	15,801	−205	TRIM
485	M. Kraus & Co	$7.6M	15,413	−19	TRIM
486	Allworth Financial LP	$7.6M	15,400	+6,356	ADD
487	Meiji Yasuda Asset Management Co Ltd.	$7.5M	15,218	+3,097	ADD
488	Stokes Capital Advisors, LLC	$7.5M	15,179	−463	TRIM
489	Bleakley Financial Group, LLC	$7.5M	15,178	+890	ADD
490	SMA Capital LLC	$7.5M	15,161	+2,026	ADD
491	Laird Norton Wetherby Trust Company, LLC	$7.5M	15,109	−1,387	TRIM
492	Aware Super Pty Ltd as trustee of Aware Super	$7.5M	15,050	—	NO PRIOR
493	Fulcrum Capital LLC	$7.4M	14,960	+548	ADD
494	Jefferies Financial Group Inc.	$7.4M	14,939	−69,487	TRIM
495	CARDEROCK CAPITAL MANAGEMENT INC	$7.4M	14,845	+4,874	ADD
496	Summit Trail Advisors, LLC	$7.2M	14,545	+4,171	ADD
497	Freestone Capital Holdings, LLC	$7.2M	14,530	−181	TRIM
498	LMR Partners LLP	$7.2M	14,445	+12,284	ADD
499	Vestmark Advisory Solutions, Inc.	$7.2M	14,440	+5,433	ADD
500	PRINCIPAL SECURITIES, INC.	$7.1M	14,351	+1,805	ADD

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

Congress ↔ notable managers · LIN

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

Congress · last 90 days

Buyers: 1 Thomas H. Kean, Jr. R–NJ-7 $1K–$15K
Sellers: 2 Kevin Hern R–OK-1, Alan Armstrong R–OK $45K–$150K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Soros Fund Management, Markel Group, Gotham Asset Management, Duquesne Family Office $266M held
Trimming: 2 Moore Capital Management, D1 Capital Partners $0 held

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

Merged timeline of congressional filings and notable-manager moves on LIN
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-12	Thomas H. Kean, Jr. Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$15K–$50K
2026-05-15	Soros Fund Management 13F	NEW	+259,926 sh
2026-05-15	Gotham Asset Management 13F	ADD	+18,730 sh
2026-05-15	Duquesne Family Office 13F	NEW	+41,200 sh
2026-05-15	Moore Capital Management 13F	EXIT	−45,455 sh
2026-05-15	D1 Capital Partners 13F	EXIT	−483,808 sh
2026-05-01	Markel Group 13F	ADD	+4,500 sh

10 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

34 members of Congress disclosed LIN — 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).