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 ↗

MASTERCARD INCORPORATED · CL A · quarter ended 2026-03-31 · 48 members disclosed MA ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,981 holders are listed, largest first: 2,981
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $355B
holders whose share count rose or who opened the position (new + add), by shares: 1,273
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 313

Holders — quarter ended 2026-03-31

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

13F holders of MA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$33.5B	67,011,988	−1,292,212	TRIM
2	Mastercard Foundation Asset Management Corp	$32.6B	65,234,702	−4,886,928	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$26.2B	52,337,454	—	NO PRIOR
4	STATE STREET CORP	$18.2B	36,478,022	−133,454	TRIM
5	JPMORGAN CHASE & CO	$16.1B	32,656,501	+1,442,277	ADD
6	FMR LLC	$12.1B	24,263,911	−913,744	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$10.5B	21,071,444	+384,839	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$9.7B	19,434,544	—	NO PRIOR
9	MORGAN STANLEY	$7.6B	15,162,577	−883,973	TRIM
10	Capital Research Global Investors	$6.9B	13,884,582	+3,092,606	ADD
11	WELLINGTON MANAGEMENT GROUP LLP	$6.5B	13,001,582	−495,176	TRIM
12	Capital International Investors	$5.3B	10,680,967	−7,283,691	TRIM
13	NORTHERN TRUST CORP	$4.3B	8,688,907	−55,754	TRIM
14	Nuveen, LLC	$4.1B	8,232,789	+829,789	ADD
15	GOLDMAN SACHS GROUP INC	$3.8B	7,656,360	+1,766,300	ADD
16	Bank of New York Mellon Corp	$3.7B	7,417,442	−360,180	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.5B	7,094,726	+480,086	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.0B	6,003,161	+124,320	ADD
19	Legal & General Group Plc	$2.9B	5,884,139	+138,467	ADD
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.8B	5,521,696	−349,374	TRIM
21	FRANKLIN RESOURCES INC	$2.7B	5,474,411	−831,256	TRIM
22	AMERICAN CENTURY COMPANIES INC	$2.7B	5,361,694	−139,552	TRIM
23	Invesco Ltd.	$2.6B	5,285,968	−136,525	TRIM
24	JENNISON ASSOCIATES LLC	$2.6B	5,123,041	+480,725	ADD
25	BANK OF AMERICA CORP /DE/	$2.5B	5,090,085	−252,961	TRIM
26	ROYAL BANK OF CANADA	$2.5B	4,910,774	−155,546	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$2.3B	4,682,448	—	NO PRIOR
28	Janus Henderson Group Ltd.	$2.3B	4,568,710	−692,259	TRIM
29	AMERIPRISE FINANCIAL INC	$2.3B	4,525,069	+362,539	ADD
30	Fisher Asset Management, LLC	$2.2B	4,407,853	+52,048	ADD
31	DIMENSIONAL FUND ADVISORS LP	$2.1B	4,225,359	+42,871	ADD
32	WELLS FARGO & COMPANY/MN	$2.0B	3,981,124	+1,208,426	ADD
33	Capital World Investors	$2.0B	3,943,714	+598,835	ADD
34	CANADA PENSION PLAN INVESTMENT BOARD	$1.9B	3,899,114	+202,812	ADD
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.8B	3,666,018	+554,366	ADD
36	UBS Group AG	$1.8B	3,642,800	−284,582	TRIM
37	BROWN ADVISORY INC	$1.7B	3,490,102	+329,020	ADD
38	Amundi	$1.7B	3,426,992	+246,093	ADD
39	Temasek Holdings (Private) Ltd	$1.6B	3,218,711	+449,493	ADD
40	DEUTSCHE BANK AG\	$1.6B	3,126,847	−209,756	TRIM
41	ALLIANCEBERNSTEIN L.P.	$1.3B	2,286,947	−3,957	TRIM
42	BARCLAYS PLC	$1.3B	2,587,418	−221,288	TRIM
43	Swiss National Bank	$1.2B	2,484,860	+149,000	ADD
44	Soroban Capital Partners LP	$1.2B	2,464,499	+575,412	ADD
45	PRINCIPAL FINANCIAL GROUP INC	$1.2B	2,437,439	+58,987	ADD
46	Sanders Capital, LLC	$1.2B	2,360,429	+811,841	ADD
47	AKRE CAPITAL MANAGEMENT LLC	$1.1B	2,281,106	−724,174	TRIM
48	NORDEA INVESTMENT MANAGEMENT AB	$1.1B	2,270,171	−108,023	TRIM
49	Sumitomo Mitsui Trust Group, Inc.	$1.0B	2,099,454	−59,560	TRIM
50	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.0B	2,028,219	−28,945	TRIM
51	ENVESTNET ASSET MANAGEMENT INC	$966M	1,933,394	+145,324	ADD
52	BANK OF MONTREAL /CAN/	$954M	1,910,180	−166,501	TRIM
53	Russell Investments Group, Ltd.	$945M	1,893,218	+107,090	ADD
54	Mitsubishi UFJ Asset Management Co., Ltd.	$939M	1,879,668	+118,444	ADD
55	Fiera Capital Corp	$934M	1,869,288	+178,790	ADD
56	PineStone Asset Management Inc.	$905M	1,810,441	+113,250	ADD
57	Vanguard Global Advisers, LLC	$890M	1,781,140	—	NO PRIOR
58	Swedbank AB	$879M	1,759,564	−491,369	TRIM
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$865M	1,731,445	−103,965	TRIM
60	National Pension Service	$860M	1,721,463	+1,721,463	NEW
61	PARNASSUS INVESTMENTS, LLC	$847M	1,694,979	−114,301	TRIM
62	TWO SIGMA INVESTMENTS, LP	$837M	1,675,098	+1,233,602	ADD
63	Ensign Peak Advisors, Inc	$825M	1,651,945	+130,482	ADD
64	HSBC HOLDINGS PLC	$786M	1,573,735	−1,621,761	TRIM
65	Pictet Asset Management Holding SA	$771M	1,542,577	−65,860	TRIM
66	POLEN CAPITAL MANAGEMENT LLC	$770M	1,541,388	−590,339	TRIM
67	FIL Ltd	$750M	1,501,408	−92,767	TRIM
68	Valley Forge Capital Management, LP	$743M	1,487,496	+87	ADD
69	RAYMOND JAMES FINANCIAL INC	$741M	1,483,178	−53,105	TRIM
70	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$723M	1,447,978	+75,383	ADD
71	VANGUARD ASSET MANAGEMENT, Ltd	$702M	1,405,707	—	NO PRIOR
72	Allianz Asset Management GmbH	$688M	1,377,559	−153,199	TRIM
73	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$688M	1,379,038	−3,917	TRIM
74	Rothschild & Co Wealth Management UK Ltd	$676M	1,352,607	−29,941	TRIM
75	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$659M	1,318,219	+674,169	ADD
76	CIBC Bancorp USA Inc.	$629M	1,259,378	—	NO PRIOR
77	SEI INVESTMENTS CO	$621M	1,243,557	+59,110	ADD
78	VICTORY CAPITAL MANAGEMENT INC	$618M	1,236,533	−262,183	TRIM
79	APG Asset Management N.V.	$614M	1,416,130	+98,561	ADD
80	Bank Julius Baer & Co. Ltd, Zurich	$610M	1,223,187	−47,355	TRIM
81	D. E. Shaw & Co., Inc.	$568M	1,136,219	+814,801	ADD
82	CITADEL ADVISORS LLC	$562M	1,125,671	+942,974	ADD
83	Robeco Institutional Asset Management B.V.	$548M	1,097,392	+72,183	ADD
84	DnB Asset Management AS	$548M	1,096,009	−165,045	TRIM
85	Ninety One UK Ltd	$534M	1,067,740	−168,990	TRIM
86	LPL Financial LLC	$531M	1,063,367	+37,276	ADD
87	Veritas Asset Management LLP	$531M	1,063,314	+275,464	ADD
88	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$530M	1,060,651	−24,296	TRIM
89	BNP Paribas Asset Management Holding S.A.	$515M	1,030,611	−52,324	TRIM
90	Universal- Beteiligungs- und Servicegesellschaft mbH	$509M	1,021,403	−64,857	TRIM
91	FIRST TRUST ADVISORS LP	$496M	992,696	+142,324	ADD
92	CREDIT AGRICOLE S A	$482M	965,130	−38,009	TRIM
93	PRUDENTIAL FINANCIAL INC	$479M	959,364	−15,110	TRIM
94	Mirova US LLC	$479M	957,746	−39,036	TRIM
95	VOYA INVESTMENT MANAGEMENT LLC	$476M	953,139	−189,302	TRIM
96	Grantham, Mayo, Van Otterloo & Co. LLC	$475M	950,785	+948,352	ADD
97	MACKENZIE FINANCIAL CORP	$470M	940,027	+97,016	ADD
98	ING GROEP NV	$470M	940,022	−344,677	TRIM
99	Vontobel Holding Ltd.	$469M	939,213	−90,357	TRIM
100	BLAIR WILLIAM & CO/IL	$461M	923,405	−31,783	TRIM
101	1832 Asset Management L.P.	$453M	905,930	−28,094	TRIM
102	Aberdeen Group plc	$442M	885,384	−17,060	TRIM
103	FIFTH THIRD BANCORP	$436M	871,642	+178,479	ADD
104	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$432M	864,125	+410,243	ADD
105	TD ASSET MANAGEMENT INC	$430M	859,940	+7,591	ADD
106	US BANCORP \DE\	$429M	859,438	−21,726	TRIM
107	CI INVESTMENTS INC.	$423M	845,789	+18,372	ADD
108	Winslow Capital Management, LLC	$418M	836,577	−402,544	TRIM
109	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$413M	826,331	−34,073	TRIM
110	MILLENNIUM MANAGEMENT LLC	$408M	817,074	+548,900	ADD
111	Holocene Advisors, LP	$402M	805,176	+527,842	ADD
112	NATIONAL BANK OF CANADA /FI/	$395M	790,706	+3,168	ADD
113	ALKEON CAPITAL MANAGEMENT LLC	$389M	778,465	0	NO CHANGE
114	AQR CAPITAL MANAGEMENT LLC	$386M	776,162	−73,242	TRIM
115	CITIGROUP INC	$384M	768,929	+123,079	ADD
116	STOREBRAND ASSET MANAGEMENT AS	$378M	757,514	—	NO PRIOR
117	Man Group plc	$378M	755,983	−81,246	TRIM
118	AVIVA PLC	$368M	735,780	+20,355	ADD
119	ADAGE CAPITAL PARTNERS GP, L.L.C.	$357M	713,610	−16,950	TRIM
120	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$354M	708,951	−15,286	TRIM
121	MENORA MIVTACHIM HOLDINGS LTD.	$346M	692,560	+1,000	ADD
122	NOMURA ASSET MANAGEMENT CO LTD	$342M	685,222	+8,030	ADD
123	STIFEL FINANCIAL CORP	$338M	676,186	−106,023	TRIM
124	Sarasin & Partners LLP	$337M	674,333	−44,119	TRIM
125	Corient Private Wealth LLC	$335M	680,512	−742,514	TRIM
126	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$335M	670,000	+75,000	ADD
127	Focus Partners Wealth	$332M	665,028	−22,514	TRIM
128	BANQUE PICTET & CIE SA	$332M	664,131	−191,032	TRIM
129	Mitsubishi UFJ Trust & Banking Corp	$331M	662,206	−5,263	TRIM
130	PANAGORA ASSET MANAGEMENT INC	$324M	647,559	−14,330	TRIM
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$318M	636,462	+636,462	NEW
132	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$317M	635,116	−163,797	TRIM
133	Mariner, LLC	$317M	634,854	−13,821	TRIM
134	EAGLE CAPITAL MANAGEMENT LLC	$312M	624,540	+624,540	NEW
135	MARSHFIELD ASSOCIATES	$300M	600,154	−26,528	TRIM
136	SEB Asset Management AB	$294M	587,548	—	NO PRIOR
137	Magellan Asset Management Ltd	$292M	584,990	−46,408	TRIM
138	PRIMECAP MANAGEMENT CO/CA/	$291M	582,171	+61,380	ADD
139	Metropolis Capital Ltd	$291M	582,037	+111,475	ADD
140	WORLDQUANT MILLENNIUM ADVISORS LLC	$288M	576,496	−116,021	TRIM
141	Navera Investment Management Ltd.	$287M	574,253	−100,736	TRIM
142	Connor, Clark & Lunn Investment Management Ltd.	$287M	573,464	+252,570	ADD
143	Haverford Trust Co	$277M	555,296	−2,418	TRIM
144	Marex Group Ltd	$276M	551,614	+60,677	ADD
145	CIBC WORLD MARKET INC.	$275M	551,370	+116,817	ADD
146	Korea Investment CORP	$271M	541,997	−42,670	TRIM
147	Alecta Tjanstepension Omsesidigt	$270M	540,360	+425,760	ADD
148	HighTower Advisors, LLC	$267M	534,332	−1,675	TRIM
149	Employees Provident Fund Board	$266M	533,000	+97,500	ADD
150	Baird Financial Group, Inc.	$265M	530,614	+530,614	NEW
151	FLOSSBACH VON STORCH SE	$265M	529,576	−48,885	TRIM
152	PFA Pension, Forsikringsaktieselskab	$251M	502,535	+502,535	NEW
153	JENSEN INVESTMENT MANAGEMENT INC	$245M	490,929	+8,189	ADD
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$239M	477,833	+1,568	ADD
155	LGT Group Foundation	$237M	474,944	−18,292	TRIM
156	MONTRUSCO BOLTON INVESTMENTS INC.	$237M	489,843	+107,093	ADD
157	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$234M	468,965	+14,465	ADD
158	STATE OF WISCONSIN INVESTMENT BOARD	$230M	461,128	+13,443	ADD
159	Egerton Capital (UK) LLP	$230M	459,652	+1,310	ADD
160	Mawer Investment Management Ltd.	$226M	452,214	−10,945	TRIM
161	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$224M	448,662	+31,368	ADD
162	DANSKE BANK A/S	$224M	447,496	−4,935	TRIM
163	PUBLIC SECTOR PENSION INVESTMENT BOARD	$221M	442,308	−41,527	TRIM
164	FARALLON CAPITAL MANAGEMENT, L.L.C.	$217M	435,071	—	NO PRIOR
165	UniSuper Management Pty Ltd	$216M	432,923	−40,525	TRIM
166	Quantinno Capital Management LP	$213M	425,950	+50,500	ADD
167	Chevy Chase Trust Holdings, LLC	$212M	424,898	−13,518	TRIM
168	Vanguard Investments Australia, Ltd.	$210M	420,475	—	NO PRIOR
169	ROYAL LONDON ASSET MANAGEMENT LTD	$210M	419,863	+3,629	ADD
170	KEYBANK NATIONAL ASSOCIATION/OH	$209M	417,813	−706	TRIM
171	CHILTON INVESTMENT CO INC.	$203M	405,818	−7,360	TRIM
172	Empower Advisory Group, LLC	$202M	404,083	+28,895	ADD
173	Asset Management One Co., Ltd.	$202M	404,082	−13,300	TRIM
174	Cerity Partners LLC	$198M	395,703	−6,329	TRIM
175	Evercore Wealth Management, LLC	$196M	392,062	−7,117	TRIM
176	KLP KAPITALFORVALTNING AS	$195M	390,794	+12,080	ADD
177	M&T BANK CORP	$195M	390,438	−7,728	TRIM
178	Candriam S.C.A.	$195M	389,267	−28,043	TRIM
179	Carmignac Gestion	$190M	380,470	+80,875	ADD
180	BRISTOL JOHN W & CO INC /NY/	$190M	379,695	−4,580	TRIM
181	BRIDGES INVESTMENT MANAGEMENT INC	$189M	378,188	−2,554	TRIM
182	Douglass Winthrop Advisors, LLC	$189M	377,294	−861	TRIM
183	Sustainable Growth Advisers, LP	$188M	376,414	+376,414	NEW
184	Prana Capital Management, LP	$188M	375,555	+209,820	ADD
185	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$184M	368,812	+140,742	ADD
186	LAZARD ASSET MANAGEMENT LLC	$183M	367,121	+38,875	ADD
187	Qube Research & Technologies Ltd	$181M	363,210	+112,651	ADD
188	Retirement Systems of Alabama	$181M	362,562	−1,490	TRIM
189	Allspring Global Investments Holdings, LLC	$175M	355,564	−69,628	TRIM
190	OMERS ADMINISTRATION Corp	$170M	340,533	−31,347	TRIM
191	LBP AM SA	$167M	333,723	−40,342	TRIM
192	TEACHER RETIREMENT SYSTEM OF TEXAS	$167M	333,230	+3,408	ADD
193	TORONTO DOMINION BANK	$165M	330,648	−152,522	TRIM
194	MFF Capital Investments Ltd	$165M	330,119	+13,000	ADD
195	Stonehage Fleming Financial Services Holdings Ltd	$161M	321,817	−59,143	TRIM
196	JUPITER ASSET MANAGEMENT LTD	$160M	326,288	+223,339	ADD
197	BALYASNY ASSET MANAGEMENT L.P.	$156M	311,268	+292,962	ADD
198	DAVENPORT & Co LLC	$153M	306,025	+1,524	ADD
199	Canoe Financial LP	$151M	302,781	−9,700	TRIM
200	Swiss Life Asset Management Ltd	$148M	327,791	+85,935	ADD
201	Railway Pension Investments Ltd	$146M	292,460	−41,800	TRIM
202	State of New Jersey Common Pension Fund D	$145M	291,067	−2,693	TRIM
203	JOHNSON INVESTMENT COUNSEL INC	$145M	290,453	+8,630	ADD
204	Creative Planning	$141M	282,263	+14,946	ADD
205	Cetera Investment Advisers	$140M	280,577	−16,569	TRIM
206	Impax Asset Management Group plc	$140M	279,494	−52,956	TRIM
207	Tredje AP-fonden	$139M	279,161	−96,049	TRIM
208	Epoch Investment Partners, Inc.	$139M	277,878	+1,775	ADD
209	Resona Asset Management Co.,Ltd.	$136M	273,557	+1,825	ADD
210	Lansforsakringar Fondforvaltning AB (publ)	$136M	272,654	−904	TRIM
211	Findlay Park Partners LLP	$136M	271,410	−207,920	TRIM
212	PARK PRESIDIO CAPITAL LLC	$136M	271,286	+65,345	ADD
213	Capital International, Inc./CA/	$135M	269,740	+31,752	ADD
214	SUSQUEHANNA ADVISORS GROUP, INC.	$132M	265,000	+205,000	ADD
215	GUARDCAP ASSET MANAGEMENT Ltd	$132M	264,057	−219,395	TRIM
216	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$129M	257,276	+38,377	ADD
217	AustralianSuper Pty Ltd	$128M	255,269	−488,631	TRIM
218	NISA INVESTMENT ADVISORS, LLC	$127M	255,036	−20,536	TRIM
219	TRUIST FINANCIAL CORP	$126M	252,732	+6,211	ADD
220	Calamos Advisors LLC	$124M	248,453	+7,771	ADD
221	Cryder Capital Partners LLP	$123M	245,819	+19,520	ADD
222	ASSETMARK, INC	$122M	244,324	+15,025	ADD
223	Federation des caisses Desjardins du Quebec	$121M	242,245	+13,835	ADD
224	FEDERATED HERMES, INC.	$120M	240,317	−93,784	TRIM
225	STATE OF MICHIGAN RETIREMENT SYSTEM	$120M	239,681	−1,900	TRIM
226	XPONANCE LLC	$117M	234,972	+17,449	ADD
227	Atalan Capital Partners, LP	$117M	234,650	+3,400	ADD
228	Arizona State Retirement System	$116M	232,088	−11,376	TRIM
229	Danica Pension, Livsforsikringsaktieselskab	$116M	231,677	−143,442	TRIM
230	Jefferies Financial Group Inc.	$113M	227,064	+122,147	ADD
231	CIBC Asset Management Inc	$113M	225,626	+3,095	ADD
232	Styrax Capital, LP	$112M	225,000	−912	TRIM
233	Czech National Bank	$111M	221,798	+5,587	ADD
234	Assenagon Asset Management S.A.	$109M	217,287	−648,236	TRIM
235	Bowie Capital Management, LLC	$107M	213,698	+16,127	ADD
236	DSM CAPITAL PARTNERS LLC	$105M	211,023	−8,836	TRIM
237	HM PAYSON & CO	$105M	210,012	−27,977	TRIM
238	Vident Advisory, LLC	$104M	208,176	+22,269	ADD
239	MARKEL GROUP INC.	$104M	207,540	0	NO CHANGE
240	Mirae Asset Global Investments Co., Ltd.	$103M	206,769	+18,287	ADD
241	Munro Partners	$103M	206,114	−35,360	TRIM
242	Stockbridge Partners LLC	$103M	205,974	+205,974	NEW
243	L1 Capital International Pty Ltd	$101M	202,344	+8,735	ADD
244	ARGENT CAPITAL MANAGEMENT LLC	$100M	200,874	−9,866	TRIM
245	AE Wealth Management LLC	$100.0M	200,129	+10,577	ADD
246	Tidal Investments LLC	$99.4M	199,618	+81,437	ADD
247	Rafferty Asset Management, LLC	$99.3M	198,756	−52,282	TRIM
248	COMMONWEALTH EQUITY SERVICES, LLC	$99.2M	198,518	−17,893	TRIM
249	Fisher Funds Management LTD	$97.8M	195,699	+18,396	ADD
250	RENAISSANCE TECHNOLOGIES LLC	$97.3M	194,651	+188,894	ADD
251	OSAIC HOLDINGS, INC.	$96.6M	193,285	+111	ADD
252	BANK OF NOVA SCOTIA	$96.0M	192,216	+2,609	ADD
253	M&G Plc	$95.4M	190,750	−16,227	TRIM
254	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$94.8M	189,708	−1,019	TRIM
255	Rockefeller Capital Management L.P.	$94.7M	189,496	+3,146	ADD
256	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$92.4M	184,914	+17,967	ADD
257	CITIZENS FINANCIAL GROUP INC/RI	$91.8M	183,763	+2,795	ADD
258	SCHWARTZ INVESTMENT COUNSEL INC	$91.7M	183,474	−44,050	TRIM
259	Glenview Trust Co	$90.0M	180,138	+3,931	ADD
260	NISSAY ASSET MANAGEMENT CORP /JAPAN	$89.9M	179,844	+29,057	ADD
261	Camrose Capital Investment Partners LLP	$89.7M	179,476	+87,274	ADD
262	ProShare Advisors LLC	$89.0M	178,156	−8,868	TRIM
263	Seilern Investment Management Ltd	$88.9M	177,965	−41,206	TRIM
264	ABN AMRO INVESTMENT SOLUTIONS	$88.3M	176,691	−6,377	TRIM
265	EFG International AG	$87.9M	175,884	+13,603	ADD
266	COMMERCE BANK	$87.4M	174,961	+50,320	ADD
267	Daiwa Securities Group Inc.	$87.4M	174,862	+7,593	ADD
268	Freestone Grove Partners LP	$86.2M	172,536	+172,536	NEW
269	Ninety One North America, Inc.	$84.6M	169,348	+4,613	ADD
270	IFM Investors Pty Ltd	$84.3M	168,678	+4,384	ADD
271	B. Metzler seel. Sohn & Co. AG	$83.5M	167,139	−11,055	TRIM
272	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$82.2M	164,587	+17,520	ADD
273	Eurizon Capital SGR S.p.A.	$82.1M	164,515	−17,007	TRIM
274	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$81.8M	164,232	+15,551	ADD
275	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$81.3M	215,035	−44,403	TRIM
276	Aware Super Pty Ltd as trustee of Aware Super	$81.3M	162,688	—	NO PRIOR
277	KING LUTHER CAPITAL MANAGEMENT CORP	$80.6M	161,407	−7,892	TRIM
278	Woodline Partners LP	$80.3M	160,778	+20,280	ADD
279	TD Waterhouse Canada Inc.	$80.0M	162,937	+34,332	ADD
280	Zurich Insurance Group Ltd/FI	$78.6M	157,365	−21,278	TRIM
281	YCG, LLC	$78.2M	156,474	−4,562	TRIM
282	Pathstone Holdings, LLC	$77.8M	155,625	+2,792	ADD
283	MML INVESTORS SERVICES, LLC	$77.4M	154,951	−18,880	TRIM
284	BLI - Banque de Luxembourg Investments	$76.7M	135,087	+135,087	NEW
285	SUMMITRY LLC	$75.0M	150,135	+710	ADD
286	GUYASUTA INVESTMENT ADVISORS INC	$74.2M	148,549	−159	TRIM
287	Chicago Capital, LLC	$74.2M	148,471	−629	TRIM
288	Varma Mutual Pension Insurance Co	$74.1M	148,208	0	NO CHANGE
289	WEITZ INVESTMENT MANAGEMENT, INC.	$73.5M	147,000	−8,900	TRIM
290	CONFLUENCE INVESTMENT MANAGEMENT LLC	$73.2M	146,534	−8,865	TRIM
291	Vinva Investment Management Ltd	$73.1M	147,968	−9,590	TRIM
292	NICHOLS & PRATT ADVISERS LLP /MA	$73.0M	146,153	+1,021	ADD
293	Engineers Gate Manager LP	$72.5M	145,023	+114,902	ADD
294	J. Safra Sarasin Holding AG	$72.1M	144,289	−21,586	TRIM
295	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$71.8M	143,781	−806	TRIM
296	LGT CAPITAL PARTNERS LTD.	$71.6M	143,378	+24,784	ADD
297	Bristol Gate Capital Partners Inc.	$70.8M	141,616	−10,505	TRIM
298	SCOTIA CAPITAL INC.	$70.6M	141,289	−23,935	TRIM
299	Andra AP-fonden	$69.7M	139,489	+13,428	ADD
300	Carnegie Investment Counsel	$69.3M	143,477	+1,711	ADD
301	Vanguard Personalized Indexing Management, LLC	$67.6M	135,281	−171	TRIM
302	USS Investment Management Ltd	$67.5M	134,989	+1,958	ADD
303	Utah Retirement Systems	$65.4M	130,792	−3,166	TRIM
304	Raiffeisen Bank International AG	$64.4M	130,315	−16,184	TRIM
305	Troy Asset Management Ltd	$64.2M	128,447	−1,332	TRIM
306	Schonfeld Strategic Advisors LLC	$64.1M	128,385	+100,262	ADD
307	OPPENHEIMER ASSET MANAGEMENT INC.	$64.1M	128,229	−2,266	TRIM
308	REGIONS FINANCIAL CORP	$63.7M	127,555	−6,550	TRIM
309	PRUDENTIAL PLC	$63.6M	127,316	−20,297	TRIM
310	QRG CAPITAL MANAGEMENT, INC.	$63.1M	126,287	+11,196	ADD
311	OAKMONT Corp	$62.3M	124,667	+2,488	ADD
312	TRILLIUM ASSET MANAGEMENT, LLC	$61.1M	186,298	+61,669	ADD
313	GUGGENHEIM CAPITAL LLC	$61.0M	121,998	−1,502	TRIM
314	BENJAMIN EDWARDS INC	$60.6M	121,229	−1,649	TRIM
315	Rakuten Investment Management, Inc.	$60.5M	122,478	+13,239	ADD
316	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$60.5M	120,984	+2,100	ADD
317	Sumitomo Mitsui DS Asset Management Company, Ltd	$60.4M	120,804	+1,380	ADD
318	Squarepoint Ops LLC	$60.3M	120,702	−8,395	TRIM
319	NEOS Investment Management LLC	$60.0M	120,174	+6,218	ADD
320	Trajan Wealth LLC	$59.5M	119,130	−524	TRIM
321	HARRIS ASSOCIATES L P	$59.3M	118,615	−416	TRIM
322	J. Stern & Co. LLP	$59.3M	118,604	−72,478,493	TRIM
323	Obermeyer Wealth Partners	$58.7M	117,429	−1,228	TRIM
324	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$58.3M	116,693	−34,542	TRIM
325	Banco Santander, S.A.	$57.9M	115,814	−4,894	TRIM
326	Voleon Capital Management LP	$57.6M	115,223	+11,724	ADD
327	NewEdge Advisors, LLC	$57.4M	114,809	+5,684	ADD
328	Advisors Asset Management, Inc.	$56.5M	112,999	−3,165	TRIM
329	Ilex Capital Partners (UK) LLP	$56.3M	112,593	+112,593	NEW
330	Hyperion Asset Management Ltd	$55.9M	111,915	+1,779	ADD
331	Junto Capital Management LP	$55.3M	110,656	+110,656	NEW
332	BEACON INVESTMENT ADVISORY SERVICES, INC.	$54.5M	109,031	−4,786	TRIM
333	UMB Bank, n.a.	$54.3M	108,704	−7,966	TRIM
334	OP Asset Management Ltd	$54.1M	108,193	—	NO PRIOR
335	Wealthfront Advisers LLC	$54.0M	108,039	+1,366	ADD
336	ONTARIO TEACHERS PENSION PLAN BOARD	$53.8M	107,644	+107,644	NEW
337	Capital International Sarl	$53.6M	107,299	−3,317	TRIM
338	Crossmark Global Holdings, Inc.	$53.6M	107,254	—	NO PRIOR
339	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$53.2M	106,527	−1,650	TRIM
340	Destination Wealth Management	$52.9M	105,871	+2,509	ADD
341	MAI Capital Management	$52.8M	105,631	+3,014	ADD
342	NewEdge Wealth, LLC	$52.5M	105,082	−3,029	TRIM
343	MEEDER ASSET MANAGEMENT INC	$51.5M	102,985	+37,969	ADD
344	Davis Asset Management, L.P.	$51.0M	102,000	+17,000	ADD
345	Lido Advisors, LLC	$50.8M	101,679	−9,609	TRIM
346	Triodos Investment Management BV	$50.6M	101,364	−1,000	TRIM
347	FIRST MANHATTAN CO. LLC.	$50.1M	100,323	+33,108	ADD
348	Groupe la Francaise	$50.0M	100,191	−104	TRIM
349	Erste Asset Management GmbH	$49.5M	100,629	−37,531	TRIM
350	Sather Financial Group Inc	$49.5M	99,122	+3,200	ADD
351	Port Capital LLC	$49.4M	98,867	−12,037	TRIM
352	ACADEMY CAPITAL MANAGEMENT	$49.2M	98,471	−3,288	TRIM
353	Kingsview Wealth Management, LLC	$49.0M	98,120	+1,313	ADD
354	MACQUARIE GROUP LTD	$49.0M	98,098	−123,700	TRIM
355	THORNBURG INVESTMENT MANAGEMENT INC	$48.9M	97,913	−1,139	TRIM
356	Bath Savings Trust Co	$48.8M	97,700	−1,872	TRIM
357	Vest Financial, LLC	$48.8M	97,667	+33,085	ADD
358	E. Ohman J:or Asset Management AB	$48.6M	97,169	−3,780	TRIM
359	IEQ CAPITAL, LLC	$48.3M	96,764	−23,946	TRIM
360	MERCER GLOBAL ADVISORS INC /ADV	$48.3M	96,631	−2,966	TRIM
361	ASR Vermogensbeheer N.V.	$48.0M	96,154	+1,717	ADD
362	NS Partners Ltd	$47.7M	95,511	−5,127	TRIM
363	Empowered Funds, LLC	$47.3M	94,757	+7,424	ADD
364	Investment Management Corp of Ontario	$47.1M	94,318	+2,880	ADD
365	Hardman Johnston Global Advisors LLC	$46.9M	93,812	−4,958	TRIM
366	Cresset Asset Management, LLC	$46.8M	93,711	−633	TRIM
367	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$46.6M	93,300	−600	TRIM
368	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$46.3M	92,633	−1,523	TRIM
369	JACOBS LEVY EQUITY MANAGEMENT, INC	$46.2M	92,464	−67,920	TRIM
370	Guinness Asset Management LTD	$46.2M	92,434	+3,218	ADD
371	CASTLEARK MANAGEMENT LLC	$46.0M	92,013	−10,438	TRIM
372	STEPHENS INC /AR/	$45.8M	91,580	+654	ADD
373	Elo Mutual Pension Insurance Co	$45.7M	91,471	−687	TRIM
374	Two Creeks Capital Management, LP	$45.3M	90,649	+651	ADD
375	Heritage Wealth Advisors	$44.6M	89,345	−29,239	TRIM
376	Advisors Capital Management, LLC	$44.5M	89,105	+2,838	ADD
377	Rokos Capital Management LLP	$44.3M	88,635	+88,635	NEW
378	Meridiem Capital Partners LP	$44.3M	88,646	+38,615	ADD
379	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$44.2M	88,431	−105,412	TRIM
380	TOKIO MARINE ASSET MANAGEMENT CO LTD	$44.1M	88,311	+1,651	ADD
381	Busey Bank	$44.1M	88,213	+1,143	ADD
382	OFI INVEST ASSET MANAGEMENT	$43.9M	100,552	+12,371	ADD
383	Hemenway Trust Co LLC	$43.8M	87,703	+816	ADD
384	Blacksheep Fund Management Ltd	$43.8M	87,650	+43,330	ADD
385	Teewinot Capital Advisers, L.L.C.	$43.8M	87,598	−31,068	TRIM
386	MILFORD FUNDS LTD	$43.4M	86,912	+86,912	NEW
387	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$43.3M	86,750	−371,723	TRIM
388	Longaeva Partners L.P.	$42.9M	85,782	+85,782	NEW
389	CWM, LLC	$42.9M	85,759	+2,511	ADD
390	&PARTNERS	$42.1M	84,269	+5,275	ADD
391	Sanctuary Advisors, LLC	$41.0M	82,145	−7,622	TRIM
392	Maple Capital Management, Inc.	$40.9M	81,915	−614	TRIM
393	CAMBIAR INVESTORS LLC	$40.7M	81,380	+21,706	ADD
394	MEITAV INVESTMENT HOUSE LTD	$40.4M	80,922	+8,140	ADD
395	MayTech Global Investments, LLC	$40.2M	80,418	−1,332	TRIM
396	BAMCO INC /NY/	$39.8M	79,754	−204	TRIM
397	SouthState Bank Corp	$39.4M	78,915	−561	TRIM
398	Generali Asset Management SPA SGR	$39.4M	78,833	+1,223	ADD
399	Illinois Municipal Retirement Fund	$39.3M	78,712	+6,937	ADD
400	Gotham Asset Management, LLC	$39.1M	78,164	+10,322	ADD
401	Northwest & Ethical Investments L.P.	$38.9M	77,880	+15,724	ADD
402	EP Wealth Advisors, LLC	$38.9M	77,759	+13,433	ADD
403	Kepler Cheuvreux (Suisse) SA	$38.6M	77,206	−12,396	TRIM
404	ALTA CAPITAL MANAGEMENT LLC/	$38.5M	77,112	−6,320	TRIM
405	Point72 Asset Management, L.P.	$38.4M	76,754	+76,754	NEW
406	Kestra Advisory Services, LLC	$37.8M	75,688	+1,263	ADD
407	Beacon Pointe Advisors, LLC	$37.4M	74,852	+19,158	ADD
408	Steward Partners Investment Advisory, LLC	$37.2M	74,416	−5,991	TRIM
409	Union Bancaire Privee, UBP SA	$37.0M	62,232	−55,654	TRIM
410	DOCK STREET ASSET MANAGEMENT INC	$36.8M	73,568	−2,220	TRIM
411	Marathon Asset Management Ltd	$36.4M	72,740	+72,740	NEW
412	Spinecap SAS	$36.1M	72,272	+37,185	ADD
413	ROCKLAND TRUST CO	$35.9M	71,800	+4,093	ADD
414	WAYCROSS PARTNERS, LLC	$35.8M	71,670	+1,708	ADD
415	Quadrature Capital Ltd	$35.7M	71,529	+71,529	NEW
416	Kimelman & Baird, LLC	$35.5M	70,961	−7,608	TRIM
417	BlueSpruce Investments, LP	$35.2M	70,462	−365,681	TRIM
418	Artisan Partners Limited Partnership	$35.2M	70,348	−14,959	TRIM
419	ALPS ADVISORS INC	$34.9M	69,831	+69,831	NEW
420	Manitou Investment Management Ltd.	$34.6M	69,227	−337	TRIM
421	National Mutual Insurance Federation of Agricultural Cooperatives	$34.0M	68,100	0	NO CHANGE
422	RIT CAPITAL PARTNERS PLC	$34.0M	68,050	+1,750	ADD
423	FIRST FINANCIAL BANKSHARES INC	$33.8M	67,628	−2,281	TRIM
424	Clearstead Advisors, LLC	$33.7M	67,542	+6,597	ADD
425	Petrus Trust Company, LTA	$33.6M	67,323	0	NO CHANGE
426	JIA INVESTMENT ALLIANCE PTE. LTD.	$33.6M	67,300	0	NO CHANGE
427	Ironvine Capital Partners, LLC	$33.4M	66,920	+160	ADD
428	Archon Partners LLC	$33.2M	66,500	0	NO CHANGE
429	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$33.2M	66,354	+66,354	NEW
430	ALLEN OPERATIONS LLC	$32.8M	65,553	0	NO CHANGE
431	RBF Capital, LLC	$32.7M	65,500	−65,500	TRIM
432	HUNTINGTON NATIONAL BANK	$32.5M	65,087	+12,364	ADD
433	AVENIR CORP	$32.5M	65,067	+1,980	ADD
434	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$32.5M	65,000	+65,000	NEW
435	DEARBORN PARTNERS LLC	$32.3M	64,596	−4,494	TRIM
436	Evelyn Partners Investment Management LLP	$32.3M	64,591	−6,975	TRIM
437	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$32.1M	64,313	+64,313	NEW
438	Biondo Investment Advisors, LLC	$32.1M	64,303	−5,865	TRIM
439	Value Partners Investments Inc.	$31.9M	63,833	+58,146	ADD
440	NOMURA HOLDINGS INC	$31.8M	63,661	−210,910	TRIM
441	Avanza Fonder AB	$31.6M	63,202	−1,014	TRIM
442	RENAISSANCE GROUP LLC	$31.4M	62,888	+15	ADD
443	Atlantic Union Bankshares Corp	$31.4M	62,805	−11,815	TRIM
444	ITHAKA GROUP LLC	$31.2M	62,467	+1,142	ADD
445	FARLEY CAPITAL L.P.	$31.1M	62,227	+1,669	ADD
446	Apollon Wealth Management, LLC	$31.0M	62,078	+9,855	ADD
447	AIA Group Ltd	$30.8M	61,605	+24,038	ADD
448	Orion Porfolio Solutions, LLC	$30.6M	61,336	−7,140	TRIM
449	OPPENHEIMER & CO INC	$30.2M	60,452	+10,502	ADD
450	ATWOOD & PALMER INC	$30.2M	60,415	+590	ADD
451	Suncoast Equity Management	$30.1M	60,264	−3,005	TRIM
452	WESBANCO BANK INC	$30.0M	60,062	−3,958	TRIM
453	TOCQUEVILLE ASSET MANAGEMENT L.P.	$30.0M	60,026	−1,744	TRIM
454	Lincoln Capital LLC	$29.8M	59,681	−561	TRIM
455	GUARDIAN CAPITAL LP	$29.7M	59,371	+1,541	ADD
456	Allworth Financial LP	$29.4M	58,782	+11	ADD
457	Applied Finance Capital Management, LLC	$29.3M	58,662	+2,648	ADD
458	FIDUCIARY TRUST CO	$29.2M	58,444	−368	TRIM
459	Cornerstone Advisors, LLC	$29.2M	58,373	+21	ADD
460	Birch Hill Investment Advisors LLC	$28.7M	57,394	−611	TRIM
461	LONE PINE CAPITAL LLC	$28.6M	57,201	−39,137	TRIM
462	Generate Investment Management Ltd	$28.5M	57,069	−11,735	TRIM
463	ALLIANZ SE	$28.1M	56,294	−8,788	TRIM
464	Dundas Partners LLP	$28.0M	56,106	−511	TRIM
465	SAPIENT CAPITAL LLC	$28.0M	56,020	−35,401	TRIM
466	ASSOCIATED BANC-CORP	$27.9M	55,909	−407	TRIM
467	Migdal Insurance & Financial Holdings Ltd.	$27.5M	55,122	+55,122	NEW
468	Osmosis Investment Management UK Ltd	$27.5M	55,084	−5,192	TRIM
469	HughesLittle Investment Management Ltd.	$27.2M	54,462	+315	ADD
470	JLB & ASSOCIATES INC	$27.2M	54,460	−1,771	TRIM
471	Choate Investment Advisors	$27.2M	54,414	−157	TRIM
472	DNCA FINANCE	$27.1M	54,300	0	NO CHANGE
473	Atria Investments, Inc	$27.0M	54,075	−16,358	TRIM
474	Metis Global Partners, LLC	$26.7M	53,347	−2,253	TRIM
475	HB Wealth Management, LLC	$26.2M	52,428	+788	ADD
476	Phoenix Financial Ltd.	$26.1M	52,232	+2,259	ADD
477	BARR E S & CO	$26.0M	52,134	+1,944	ADD
478	Equitable Holdings, Inc.	$25.9M	46,458	+11,545	ADD
479	Dash Acquisitions Inc.	$25.8M	50,025	+837	ADD
480	F/m Investments LLC	$25.8M	51,608	−31,039	TRIM
481	Norinchukin Bank, The	$25.6M	51,328	−278	TRIM
482	ABN AMRO Bank N.V.	$25.6M	50,570	−5,379	TRIM
483	Pinnacle Financial Partners, Inc.	$25.5M	51,016	−952	TRIM
484	INTECH INVESTMENT MANAGEMENT LLC	$25.4M	50,924	+8,491	ADD
485	Smith Salley Wealth Management	$25.4M	50,841	+135	ADD
486	Arbejdsmarkedets Tillaegspension	$25.4M	50,782	+7,514	ADD
487	Chesley Taft & Associates LLC	$25.2M	50,426	−2,000	TRIM
488	Foster Victor Wealth Advisors, LLC	$25.2M	49,026	−4,598	TRIM
489	Wilmington Savings Fund Society, FSB	$24.9M	49,858	−2,583	TRIM
490	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$24.9M	49,827	+427	ADD
491	Mesirow Financial Investment Management, Inc.	$24.9M	49,819	+10,964	ADD
492	PITTENGER & ANDERSON INC	$24.8M	49,717	−255	TRIM
493	NorthCrest Asset Manangement, LLC	$24.8M	50,240	−19,486	TRIM
494	Atreides Management, LP	$24.8M	49,604	+3,646	ADD
495	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$24.7M	49,510	−6,240	TRIM
496	Gavilan Investment Partners LLC	$24.7M	49,500	+3,000	ADD
497	MIZUHO SECURITIES USA LLC	$24.6M	49,234	−10,470	TRIM
498	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.5M	48,951	+6,256	ADD
499	LOS ANGELES CAPITAL MANAGEMENT LLC	$24.2M	48,458	−102,841	TRIM
500	Global X Japan Co., Ltd.	$24.1M	48,328	+2,183	ADD

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

Congress ↔ notable managers · MA

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

Congress · last 90 days

Buyers: 2 Michael T. McCaul R–TX-10, Ro Khanna D–CA-17 $4K–$60K
Sellers: 3 Tommy Tuberville R–AL, Michael T. McCaul R–TX-10, Alan Armstrong R–OK $62K–$230K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Soros Fund Management, Caxton Associates $55.2M held
Trimming: 4 Lone Pine Capital, Bridgewater Associates, Berkshire Hathaway, Moore Capital Management $30.5M held

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

Merged timeline of congressional filings and notable-manager moves on MA
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$15K–$50K
2026-07-16	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	SELL	$15K–$50K
2026-07-08	Michael T. McCaul Congress	SELL	$1K–$15K
2026-07-06	Ro Khanna Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+10,322 sh
2026-05-15	Soros Fund Management 13F	NEW	+30,452 sh
2026-05-15	Lone Pine Capital 13F	TRIM	−39,137 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−405,277 sh
2026-05-15	Berkshire Hathaway 13F	EXIT	−3,986,648 sh
2026-05-15	Moore Capital Management 13F	EXIT	−16,635 sh
2026-05-14	Caxton Associates 13F	NEW	+1,867 sh

17 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

48 members of Congress disclosed MA — 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).