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 ↗

McDonald's Corp · COM · quarter ended 2026-03-31 · 52 members disclosed MCD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,986 holders are listed, largest first: 2,986
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $149B
holders whose share count rose or who opened the position (new + add), by shares: 1,335
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 213

Holders — quarter ended 2026-03-31

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

13F holders of MCD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$17.2B	55,352,735	+1,840,739	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$14.4B	46,216,017	—	NO PRIOR
3	JPMORGAN CHASE & CO	$11.6B	37,656,840	+5,874,607	ADD
4	STATE STREET CORP	$11.0B	35,433,830	−550,167	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.9B	19,104,792	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$5.6B	17,961,915	+923,396	ADD
7	MORGAN STANLEY	$4.9B	15,618,509	+347,769	ADD
8	BANK OF AMERICA CORP /DE/	$3.8B	12,156,558	−263,220	TRIM
9	NORTHERN TRUST CORP	$2.6B	8,222,023	−34,315	TRIM
10	WELLS FARGO & COMPANY/MN	$2.5B	7,969,032	+65,900	ADD
11	Capital Research Global Investors	$2.1B	6,894,237	+671,962	ADD
12	ROYAL BANK OF CANADA	$2.1B	6,803,241	−481,143	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.0B	6,593,730	+1,033,693	ADD
14	UBS Group AG	$1.8B	5,678,203	+716,141	ADD
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.7B	5,581,094	+126,037	ADD
16	Bank of New York Mellon Corp	$1.6B	5,156,477	−127,178	TRIM
17	Legal & General Group Plc	$1.5B	4,745,243	+66,022	ADD
18	AMERIPRISE FINANCIAL INC	$1.3B	4,343,226	−389	TRIM
19	Gallagher Fiduciary Advisors, LLC	$1.3B	4,325,813	−100,248	TRIM
20	FRANKLIN RESOURCES INC	$1.3B	4,243,523	−4,912	TRIM
21	Amundi	$1.3B	4,064,915	−506,916	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$1.2B	4,013,069	—	NO PRIOR
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.1B	3,637,785	+533,448	ADD
24	VIKING GLOBAL INVESTORS LP	$1.1B	3,625,029	+5,814	ADD
25	FMR LLC	$1.1B	3,598,976	+49,480	ADD
26	Invesco Ltd.	$1.1B	3,550,563	−325,506	TRIM
27	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	3,414,775	−1,205,606	TRIM
28	Nuveen, LLC	$1.0B	3,362,294	+82,145	ADD
29	RAYMOND JAMES FINANCIAL INC	$801M	2,580,439	+154,379	ADD
30	DEUTSCHE BANK AG\	$761M	2,447,760	+91,009	ADD
31	BARCLAYS PLC	$701M	2,254,342	−970,838	TRIM
32	Capital Wealth Planning, LLC	$665M	2,141,203	+265,409	ADD
33	Swiss National Bank	$650M	2,089,980	+134,480	ADD
34	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$636M	2,046,460	−148,599	TRIM
35	Neuberger Berman Group LLC	$603M	1,940,554	+113,238	ADD
36	ALLIANCEBERNSTEIN L.P.	$595M	1,947,901	+641,745	ADD
37	DIMENSIONAL FUND ADVISORS LP	$593M	1,909,321	+62,562	ADD
38	Sumitomo Mitsui Trust Group, Inc.	$591M	1,901,282	−81,500	TRIM
39	Mitsubishi UFJ Asset Management Co., Ltd.	$541M	1,740,509	+108,505	ADD
40	National Pension Service	$502M	1,615,265	+1,615,265	NEW
41	LPL Financial LLC	$501M	1,612,425	+38,418	ADD
42	Capital International Investors	$486M	1,562,960	+1,562,960	NEW
43	Vanguard Global Advisers, LLC	$485M	1,560,246	—	NO PRIOR
44	1832 Asset Management L.P.	$478M	1,538,336	+72,176	ADD
45	VANGUARD ASSET MANAGEMENT, Ltd	$446M	1,435,867	—	NO PRIOR
46	BANK OF MONTREAL /CAN/	$436M	1,401,321	−86,164	TRIM
47	TD ASSET MANAGEMENT INC	$431M	1,385,814	−9,083	TRIM
48	HSBC HOLDINGS PLC	$428M	1,377,179	−1,539,017	TRIM
49	HighTower Advisors, LLC	$427M	1,374,665	+21,552	ADD
50	CIBC Bancorp USA Inc.	$421M	1,355,256	—	NO PRIOR
51	ENVESTNET ASSET MANAGEMENT INC	$406M	1,306,144	+58,778	ADD
52	CANADA PENSION PLAN INVESTMENT BOARD	$353M	1,134,929	+66,166	ADD
53	STIFEL FINANCIAL CORP	$352M	1,133,558	−4,093	TRIM
54	BANQUE PICTET & CIE SA	$346M	1,112,712	−338,967	TRIM
55	SCHRODER INVESTMENT MANAGEMENT GROUP	$342M	1,100,480	+55,718	ADD
56	Swedbank AB	$330M	1,062,158	−42,353	TRIM
57	CITIGROUP INC	$312M	1,002,952	+293,318	ADD
58	MACKENZIE FINANCIAL CORP	$308M	992,141	+141,706	ADD
59	US BANCORP \DE\	$283M	909,775	−12,203	TRIM
60	Universal- Beteiligungs- und Servicegesellschaft mbH	$278M	895,828	+87,289	ADD
61	Corient Private Wealth LLC	$265M	858,040	−1,665,862	TRIM
62	NEW YORK STATE COMMON RETIREMENT FUND	$262M	842,683	+2,800	ADD
63	Mariner, LLC	$260M	837,902	−8,106	TRIM
64	PRINCIPAL FINANCIAL GROUP INC	$256M	824,968	+4,692	ADD
65	FIFTH THIRD BANCORP	$237M	764,007	+214,356	ADD
66	Connor, Clark & Lunn Investment Management Ltd.	$237M	763,056	+271,465	ADD
67	Rockefeller Capital Management L.P.	$236M	760,718	+32,202	ADD
68	ProShare Advisors LLC	$236M	758,532	+964	ADD
69	B. Metzler seel. Sohn & Co. AG	$235M	757,480	+816	ADD
70	Alyeska Investment Group, L.P.	$235M	755,777	−142,152	TRIM
71	LAZARD ASSET MANAGEMENT LLC	$234M	752,498	+24,092	ADD
72	NATIONAL BANK OF CANADA /FI/	$225M	723,154	−259,137	TRIM
73	BAHL & GAYNOR INC	$222M	713,802	−305,417	TRIM
74	Janus Henderson Group Ltd.	$218M	701,199	+382,280	ADD
75	AQR CAPITAL MANAGEMENT LLC	$203M	659,262	+170,938	ADD
76	Focus Partners Wealth	$197M	635,056	+30,970	ADD
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$195M	627,919	−7,171	TRIM
78	AVIVA PLC	$192M	619,161	+18,367	ADD
79	VICTORY CAPITAL MANAGEMENT INC	$189M	608,395	−19,635	TRIM
80	Ensign Peak Advisors, Inc	$187M	602,141	+27,274	ADD
81	Ilex Capital Partners (UK) LLP	$187M	601,532	+206,324	ADD
82	Baird Financial Group, Inc.	$186M	598,104	+598,104	NEW
83	RENAISSANCE TECHNOLOGIES LLC	$169M	542,764	+451,327	ADD
84	FIRST MANHATTAN CO. LLC.	$168M	540,296	−24,387	TRIM
85	Aberdeen Group plc	$167M	536,825	+17,951	ADD
86	Korea Investment CORP	$167M	536,374	+5,993	ADD
87	Quantinno Capital Management LP	$163M	523,540	+131,253	ADD
88	COMMERCE BANK	$162M	520,571	+29,076	ADD
89	Cerity Partners LLC	$160M	515,095	+10,154	ADD
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$158M	508,002	−33,600	TRIM
91	FLOSSBACH VON STORCH SE	$155M	499,162	+111,728	ADD
92	Squarepoint Ops LLC	$155M	498,931	+406,610	ADD
93	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$155M	498,537	+52,309	ADD
94	Stonehage Fleming Financial Services Holdings Ltd	$154M	494,563	+96,689	ADD
95	UniSuper Management Pty Ltd	$153M	492,900	−12,756	TRIM
96	Pictet Asset Management Holding SA	$151M	486,936	+72,131	ADD
97	Skandinaviska Enskilda Banken AB (publ)	$149M	480,000	+101,089	ADD
98	PRUDENTIAL FINANCIAL INC	$146M	468,242	−59,290	TRIM
99	Eurizon Capital SGR S.p.A.	$145M	467,257	+41,586	ADD
100	NOMURA ASSET MANAGEMENT CO LTD	$145M	465,475	+8,987	ADD
101	COMMONWEALTH EQUITY SERVICES, LLC	$144M	463,572	−14,426	TRIM
102	STOREBRAND ASSET MANAGEMENT AS	$144M	461,741	—	NO PRIOR
103	Cetera Investment Advisers	$143M	459,267	+10,662	ADD
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$141M	452,596	+452,596	NEW
105	Creative Planning	$139M	445,841	+49,361	ADD
106	TD Waterhouse Canada Inc.	$138M	449,253	+146,244	ADD
107	CIBC WORLD MARKET INC.	$134M	431,493	−5,612	TRIM
108	Asset Management One Co., Ltd.	$131M	420,673	−3,245	TRIM
109	Focused Investors LLC	$127M	407,300	−10,000	TRIM
110	TRUIST FINANCIAL CORP	$126M	405,231	−14,762	TRIM
111	ING GROEP NV	$126M	405,075	+146,979	ADD
112	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$124M	399,413	−158,718	TRIM
113	DAVENPORT & Co LLC	$123M	395,365	−563	TRIM
114	EVERETT HARRIS & CO /CA/	$121M	390,714	−5,247	TRIM
115	Mitsubishi UFJ Trust & Banking Corp	$121M	388,624	+5,029	ADD
116	NORDEA INVESTMENT MANAGEMENT AB	$119M	385,923	−111,289	TRIM
117	REGIONS FINANCIAL CORP	$119M	382,303	+4,466	ADD
118	STATE OF WISCONSIN INVESTMENT BOARD	$119M	381,367	+11,607	ADD
119	PFA Pension, Forsikringsaktieselskab	$118M	378,296	+378,296	NEW
120	Sumitomo Mitsui DS Asset Management Company, Ltd	$115M	371,582	+6,545	ADD
121	OSAIC HOLDINGS, INC.	$115M	369,109	+24,741	ADD
122	KEYBANK NATIONAL ASSOCIATION/OH	$115M	369,073	−1,077	TRIM
123	Chevy Chase Trust Holdings, LLC	$113M	364,334	−10,825	TRIM
124	DANSKE BANK A/S	$112M	359,559	+6,139	ADD
125	CREDIT AGRICOLE S A	$111M	358,125	−111,490	TRIM
126	Vanguard Investments Australia, Ltd.	$110M	355,428	—	NO PRIOR
127	BLAIR WILLIAM & CO/IL	$108M	348,243	+5,142	ADD
128	AE Wealth Management LLC	$107M	344,786	+59,593	ADD
129	BNP Paribas Asset Management Holding S.A.	$106M	342,644	−114,339	TRIM
130	APG Asset Management N.V.	$106M	394,075	+22,000	ADD
131	Assenagon Asset Management S.A.	$106M	340,963	+150,626	ADD
132	ROYAL LONDON ASSET MANAGEMENT LTD	$104M	334,940	+6,459	ADD
133	GATES FOUNDATION TRUST	$104M	334,900	0	NO CHANGE
134	Holocene Advisors, LP	$104M	334,718	−961,713	TRIM
135	SCOTIA CAPITAL INC.	$103M	331,607	+658	ADD
136	ZACKS INVESTMENT MANAGEMENT	$103M	330,498	−1,812	TRIM
137	Allianz Asset Management GmbH	$102M	328,523	+219,605	ADD
138	KLP KAPITALFORVALTNING AS	$102M	327,136	+17,200	ADD
139	Compagnie Lombard Odier SCmA	$101M	325,157	+4,079	ADD
140	CIBC Asset Management Inc	$101M	325,234	+2,649	ADD
141	TORONTO DOMINION BANK	$101M	324,368	−91,110	TRIM
142	FIRST FINANCIAL BANKSHARES INC	$99.3M	319,631	+426	ADD
143	AMF Tjanstepension AB	$99.3M	319,360	+9,147	ADD
144	GLENMEDE TRUST CO NA	$98.1M	315,580	−4,287	TRIM
145	BANK OF NOVA SCOTIA	$97.9M	315,125	−61,530	TRIM
146	MENORA MIVTACHIM HOLDINGS LTD.	$97.0M	312,177	0	NO CHANGE
147	&PARTNERS	$96.5M	310,503	+9,405	ADD
148	JOHNSON INVESTMENT COUNSEL INC	$96.4M	310,172	−4,655	TRIM
149	TEACHER RETIREMENT SYSTEM OF TEXAS	$94.6M	304,232	+60,309	ADD
150	WELCH & FORBES LLC	$94.5M	303,989	−2,417	TRIM
151	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$93.8M	301,720	+112,710	ADD
152	M&T BANK CORP	$92.9M	298,848	−7,652	TRIM
153	MAVERICK CAPITAL LTD	$91.4M	294,100	+281,647	ADD
154	Life Cycle Investment Partners Ltd	$90.4M	290,939	+160,009	ADD
155	Freestone Grove Partners LP	$90.2M	290,178	+290,178	NEW
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$89.5M	287,984	+211	ADD
157	Steward Partners Investment Advisory, LLC	$88.1M	283,542	+41,225	ADD
158	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$86.7M	278,814	−178,698	TRIM
159	ATALANTA SOSNOFF CAPITAL, LLC	$86.4M	277,890	+82,971	ADD
160	JENSEN INVESTMENT MANAGEMENT INC	$85.9M	276,262	−167,016	TRIM
161	Fisher Asset Management, LLC	$85.9M	276,236	+3,093	ADD
162	NewEdge Advisors, LLC	$81.6M	262,557	+262,557	NEW
163	Resona Asset Management Co.,Ltd.	$80.7M	259,969	+4,828	ADD
164	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$79.5M	255,908	−45,964	TRIM
165	MILLENNIUM MANAGEMENT LLC	$78.8M	253,516	+113,338	ADD
166	Haverford Trust Co	$78.1M	251,337	−2,382	TRIM
167	Clark Capital Management Group, Inc.	$77.6M	249,625	+21,920	ADD
168	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$76.4M	253,086	−166,424	TRIM
169	Swiss Life Asset Management Ltd	$76.1M	244,950	+13,838	ADD
170	State of New Jersey Common Pension Fund D	$75.8M	244,002	−305	TRIM
171	JUPITER ASSET MANAGEMENT LTD	$75.8M	248,654	+248,654	NEW
172	CITADEL ADVISORS LLC	$75.6M	243,142	−275,790	TRIM
173	EP Wealth Advisors, LLC	$75.2M	241,857	+3,025	ADD
174	Walleye Capital LLC	$74.2M	238,637	+35,192	ADD
175	Lansforsakringar Fondforvaltning AB (publ)	$74.1M	238,555	+11,901	ADD
176	HOMESTEAD ADVISERS CORP	$73.2M	235,678	−15,300	TRIM
177	Midwest Trust Co	$70.7M	227,570	+6,334	ADD
178	FIRST TRUST ADVISORS LP	$70.3M	226,165	+21,709	ADD
179	BENJAMIN EDWARDS INC	$69.0M	222,045	−8,712	TRIM
180	SEI INVESTMENTS CO	$69.0M	222,061	+36,943	ADD
181	Advisors Capital Management, LLC	$68.9M	221,628	+10,875	ADD
182	Cartenna Capital, LP	$68.4M	220,000	−65,000	TRIM
183	Kestra Advisory Services, LLC	$68.1M	219,241	+23,508	ADD
184	JENNISON ASSOCIATES LLC	$67.5M	217,233	+69,088	ADD
185	J. Safra Sarasin Holding AG	$67.2M	216,127	+9,267	ADD
186	Welch Group, LLC	$66.8M	215,074	+215,074	NEW
187	MUFG Securities EMEA plc	$66.0M	212,475	+183,280	ADD
188	DONALDSON CAPITAL MANAGEMENT, LLC	$65.7M	211,239	+161	ADD
189	NISA INVESTMENT ADVISORS, LLC	$65.4M	210,489	−16,838	TRIM
190	Epoch Investment Partners, Inc.	$65.2M	209,665	+5,394	ADD
191	D. E. Shaw & Co., Inc.	$64.5M	207,582	−1,870,421	TRIM
192	Tredje AP-fonden	$64.4M	207,373	+194,387	ADD
193	Daiwa Securities Group Inc.	$64.3M	206,912	+6,469	ADD
194	Bank Julius Baer & Co. Ltd, Zurich	$63.2M	203,621	+38,843	ADD
195	Vest Financial, LLC	$63.1M	202,976	+15,260	ADD
196	NICHOLAS COMPANY, INC.	$62.8M	202,205	+2,730	ADD
197	Arizona State Retirement System	$60.6M	195,117	−5,151	TRIM
198	Capstone Financial Advisors, Inc.	$60.4M	194,414	−3,643	TRIM
199	Czech National Bank	$60.3M	193,952	+6,167	ADD
200	HM PAYSON & CO	$59.5M	191,298	−7,168	TRIM
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$57.8M	186,015	−400	TRIM
202	Qube Research & Technologies Ltd	$57.4M	184,822	−170,254	TRIM
203	Calamos Advisors LLC	$57.2M	184,177	+7,639	ADD
204	Zurich Insurance Group Ltd/FI	$57.0M	183,259	−19,621	TRIM
205	GUGGENHEIM CAPITAL LLC	$56.9M	183,078	−7,258	TRIM
206	MERCER GLOBAL ADVISORS INC /ADV	$55.6M	179,008	+15,867	ADD
207	Sanctuary Advisors, LLC	$54.4M	174,967	+1,018	ADD
208	SMITH CHAS P & ASSOCIATES PA CPAS	$53.5M	172,103	−1,076	TRIM
209	Allspring Global Investments Holdings, LLC	$52.8M	171,969	−1,127	TRIM
210	MetLife Investment Management, LLC	$52.3M	168,273	−4,442	TRIM
211	BRADLEY FOSTER & SARGENT INC/CT	$51.6M	166,105	−3,323	TRIM
212	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$51.6M	165,891	+240	ADD
213	MAI Capital Management	$51.2M	164,822	−2,689	TRIM
214	Mirae Asset Global Investments Co., Ltd.	$50.4M	162,148	+23,111	ADD
215	DnB Asset Management AS	$50.2M	161,435	+14,640	ADD
216	LGT Group Foundation	$49.6M	159,612	+50,173	ADD
217	Woodline Partners LP	$48.5M	155,998	+25,047	ADD
218	DEARBORN PARTNERS LLC	$48.2M	154,975	−9,628	TRIM
219	VOYA INVESTMENT MANAGEMENT LLC	$48.0M	154,531	−2,242	TRIM
220	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$47.3M	152,281	+18,239	ADD
221	Retirement Systems of Alabama	$47.0M	151,231	−269	TRIM
222	Federation des caisses Desjardins du Quebec	$46.5M	149,690	+31,213	ADD
223	AGF MANAGEMENT LTD	$46.2M	148,594	−24,491	TRIM
224	SEB Asset Management AB	$45.9M	147,764	—	NO PRIOR
225	Bank Pictet & Cie (Europe) AG	$44.8M	144,039	−16,673	TRIM
226	Sequoia Financial Advisors, LLC	$44.7M	143,679	+1,848	ADD
227	MML INVESTORS SERVICES, LLC	$44.6M	143,347	−18,649	TRIM
228	EASTERN BANK	$44.3M	142,517	−4,389	TRIM
229	Pinnacle Financial Partners, Inc.	$44.0M	141,637	+11,963	ADD
230	D.A. DAVIDSON & CO.	$43.6M	140,424	−3,600	TRIM
231	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$43.6M	140,497	+7,279	ADD
232	IFM Investors Pty Ltd	$43.6M	140,277	+4,259	ADD
233	RWA WEALTH PARTNERS, LLC	$43.4M	139,791	+1,250	ADD
234	GATEWAY INVESTMENT ADVISERS LLC	$42.6M	136,911	+1,440	ADD
235	BROWN ADVISORY INC	$42.5M	136,723	−1,007	TRIM
236	FACTORY MUTUAL INSURANCE CO	$42.3M	136,200	+5,200	ADD
237	GUARDIAN CAPITAL LP	$42.2M	135,886	+12,251	ADD
238	XPONANCE LLC	$41.2M	132,496	+17,263	ADD
239	PARK NATIONAL CORP /OH/	$40.9M	131,728	+3,327	ADD
240	UMB Bank, n.a.	$40.9M	131,513	−1,407	TRIM
241	Henshaw Capital LLC	$39.9M	128,519	—	NO PRIOR
242	BERKSHIRE ASSET MANAGEMENT LLC/PA	$39.7M	127,867	−678	TRIM
243	Gradient Investments LLC	$38.9M	125,195	−1,745	TRIM
244	SOROS FUND MANAGEMENT LLC	$38.4M	123,562	+123,562	NEW
245	Waverly Advisors, LLC	$37.8M	121,733	+7,595	ADD
246	Beacon Pointe Advisors, LLC	$37.8M	121,670	+33,124	ADD
247	Saudi Central Bank	$37.7M	121,286	+25,991	ADD
248	BAILLIE GIFFORD & CO	$37.1M	119,343	−7,537	TRIM
249	USS Investment Management Ltd	$36.8M	118,514	+2,138	ADD
250	NS Partners Ltd	$36.4M	117,139	−3,828	TRIM
251	Utah Retirement Systems	$36.1M	116,224	−1,885	TRIM
252	Vanguard Personalized Indexing Management, LLC	$36.1M	116,013	+6,929	ADD
253	Pathstone Holdings, LLC	$35.9M	115,566	+6,359	ADD
254	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$35.7M	114,925	+863	ADD
255	PUBLIC SECTOR PENSION INVESTMENT BOARD	$35.6M	114,551	+22,403	ADD
256	Empowered Funds, LLC	$34.7M	111,709	+111,709	NEW
257	ABN AMRO INVESTMENT SOLUTIONS	$34.6M	111,392	+76,402	ADD
258	Cresset Asset Management, LLC	$34.4M	110,573	+1,919	ADD
259	CONNING INC.	$34.3M	110,242	+559	ADD
260	Glenview Trust Co	$34.1M	109,596	+18,835	ADD
261	Crossmark Global Holdings, Inc.	$33.9M	108,941	—	NO PRIOR
262	Varma Mutual Pension Insurance Co	$33.4M	107,366	−11,000	TRIM
263	RBO & CO LLC	$33.3M	107,160	−1,135	TRIM
264	GUYASUTA INVESTMENT ADVISORS INC	$33.0M	106,107	−163	TRIM
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$32.9M	106,010	+2,560	ADD
266	Union Bancaire Privee, UBP SA	$32.6M	105,498	−20,529	TRIM
267	FUKOKU MUTUAL LIFE INSURANCE CO	$32.6M	104,935	−166	TRIM
268	NEOS Investment Management LLC	$32.6M	104,932	+2,137	ADD
269	Rakuten Investment Management, Inc.	$32.6M	105,691	+11,946	ADD
270	Danica Pension, Livsforsikringsaktieselskab	$32.0M	102,941	+102,941	NEW
271	Banque Transatlantique SA	$31.7M	102,778	+9,887	ADD
272	Lido Advisors, LLC	$31.5M	101,474	−20,006	TRIM
273	QRG CAPITAL MANAGEMENT, INC.	$31.1M	100,057	+12,137	ADD
274	WESTWOOD HOLDINGS GROUP INC	$31.0M	99,819	−60,060	TRIM
275	Osmosis Investment Management UK Ltd	$30.6M	98,325	+7,614	ADD
276	Investment Management Corp of Ontario	$30.5M	98,294	+24,204	ADD
277	PRUDENTIAL PLC	$30.5M	98,167	0	NO CHANGE
278	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$30.5M	98,149	−28,480	TRIM
279	Ancora Advisors LLC	$30.5M	98,126	−11,246	TRIM
280	Fiera Capital Corp	$30.5M	98,008	−9,753	TRIM
281	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$30.4M	97,969	+270	ADD
282	ALPS ADVISORS INC	$30.0M	96,402	+96,402	NEW
283	ASSOCIATED BANC-CORP	$29.9M	96,049	−2,195	TRIM
284	Systematic Alpha Investments, LLC	$29.8M	96,001	0	NO CHANGE
285	HANCOCK WHITNEY CORP	$29.8M	96,262	+2,197	ADD
286	FIDUCIARY TRUST CO	$29.8M	95,810	−1,705	TRIM
287	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.6M	95,331	+67,179	ADD
288	MEYER HANDELMAN CO	$29.4M	94,575	−228	TRIM
289	Private Advisor Group, LLC	$29.1M	93,754	+319	ADD
290	Candriam S.C.A.	$29.0M	93,333	−876	TRIM
291	Stratos Wealth Partners, LTD.	$29.0M	93,308	−5,474	TRIM
292	CWM, LLC	$28.6M	92,030	−21,061	TRIM
293	Brevan Howard Capital Management LP	$28.6M	92,740	+91,551	ADD
294	Wealthfront Advisers LLC	$28.5M	91,804	+2,246	ADD
295	NISSAY ASSET MANAGEMENT CORP /JAPAN	$28.4M	91,464	+1,129	ADD
296	LGT Fund Management Co Ltd.	$28.4M	91,233	+83,242	ADD
297	OP Asset Management Ltd	$28.1M	90,415	—	NO PRIOR
298	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$28.1M	90,393	+10,727	ADD
299	Brookstone Capital Management	$27.4M	88,144	−2,456	TRIM
300	Andra AP-fonden	$27.1M	87,171	+79,211	ADD
301	HB Wealth Management, LLC	$27.0M	86,975	+162	ADD
302	Aptus Capital Advisors, LLC	$27.0M	86,935	−3,035	TRIM
303	Destination Wealth Management	$26.7M	85,784	+2,806	ADD
304	Lighthouse Investment Partners, LLC	$26.6M	85,463	+52,483	ADD
305	Van Hulzen Asset Management, LLC	$26.5M	85,394	−138	TRIM
306	Susquehanna Portfolio Strategies, LLC	$26.5M	85,246	−106,156	TRIM
307	CORDA Investment Management, LLC.	$26.3M	84,553	−1,521	TRIM
308	ASR Vermogensbeheer N.V.	$26.2M	84,414	+1,554	ADD
309	YOUSIF CAPITAL MANAGEMENT, LLC	$26.2M	84,403	−3,052	TRIM
310	Hook Mill Capital Partners, LP	$25.6M	82,496	+82,496	NEW
311	Americana Partners, LLC	$25.6M	82,436	+5,524	ADD
312	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$25.4M	81,576	0	NO CHANGE
313	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$25.3M	81,687	−330	TRIM
314	MARTINGALE ASSET MANAGEMENT L P	$25.3M	81,299	+2,646	ADD
315	OXFORD FINANCIAL GROUP, LTD. LLC	$25.1M	80,813	+223	ADD
316	KANAWHA CAPITAL MANAGEMENT LLC	$25.1M	80,792	−1,381	TRIM
317	OpenArc Corporate Advisory, LLC	$24.9M	79,973	+10,592	ADD
318	Dai-ichi Life Insurance Company, Ltd	$24.5M	78,914	−5,666	TRIM
319	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	78,583	−1,327	TRIM
320	Gotham Asset Management, LLC	$24.2M	77,996	+29,004	ADD
321	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$24.2M	77,783	−712	TRIM
322	Allworth Financial LP	$24.0M	77,344	+3,137	ADD
323	Banco Santander, S.A.	$24.0M	77,344	+2,993	ADD
324	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$24.0M	77,208	−721	TRIM
325	NORTHEAST INVESTMENT MANAGEMENT	$23.9M	76,959	−2,233	TRIM
326	TWO SIGMA INVESTMENTS, LP	$23.9M	76,861	−569,393	TRIM
327	KCM INVESTMENT ADVISORS LLC	$23.6M	75,834	−407	TRIM
328	Harvest Portfolios Group Inc.	$23.4M	75,369	+5,111	ADD
329	CENTRAL TRUST Co	$23.4M	75,290	+263	ADD
330	ADAMS DIVERSIFIED EQUITY FUND, INC.	$23.1M	74,400	0	NO CHANGE
331	FEDERATED HERMES, INC.	$23.1M	74,289	−18,418	TRIM
332	STEPHENS INC /AR/	$22.8M	72,438	+1,843	ADD
333	FIRST NATIONAL TRUST CO	$22.4M	71,942	+3,873	ADD
334	AMERICAN CENTURY COMPANIES INC	$22.3M	71,602	+3,430	ADD
335	MILFORD FUNDS LTD	$22.1M	70,990	+21,738	ADD
336	MACQUARIE GROUP LTD	$21.9M	70,610	−3,947	TRIM
337	EXCHANGE TRADED CONCEPTS, LLC	$21.9M	70,413	+5,385	ADD
338	Kingsview Wealth Management, LLC	$21.8M	70,013	+5,702	ADD
339	Concurrent Investment Advisors, LLC	$21.7M	69,922	+4,801	ADD
340	CONFLUENCE INVESTMENT MANAGEMENT LLC	$21.7M	69,902	−3,886	TRIM
341	Bragg Financial Advisors, Inc	$21.6M	69,619	+1,076	ADD
342	Elo Mutual Pension Insurance Co	$21.4M	69,002	+16,095	ADD
343	Principle Wealth Partners LLC	$21.4M	68,838	−63	TRIM
344	ANCHOR CAPITAL ADVISORS LLC	$21.3M	68,589	+16,160	ADD
345	Capital International Sarl	$21.0M	67,633	+3,377	ADD
346	RIT CAPITAL PARTNERS PLC	$21.0M	67,500	−18,100	TRIM
347	FARMERS & MERCHANTS INVESTMENTS INC	$20.9M	67,249	+483	ADD
348	KESTRA PRIVATE WEALTH SERVICES, LLC	$20.6M	66,289	−834	TRIM
349	ABN AMRO Bank N.V.	$20.5M	65,407	+11,780	ADD
350	WHITTIER TRUST CO	$20.3M	65,441	−732	TRIM
351	OneDigital Investment Advisors LLC	$20.1M	64,526	+6,162	ADD
352	Callahan Advisors, LLC	$20.0M	64,215	+2,849	ADD
353	Prospera Financial Services Inc	$19.7M	63,474	−1,706	TRIM
354	ALLIANZ SE	$19.7M	63,305	−341	TRIM
355	U.S. Capital Wealth Advisors, LLC	$19.5M	62,824	+1,865	ADD
356	CHOREO, LLC	$19.3M	62,211	+2,870	ADD
357	MARSICO CAPITAL MANAGEMENT LLC	$19.3M	61,978	+61,978	NEW
358	NBT BANK, N.A.	$19.2M	61,628	−1,090	TRIM
359	Atria Investments, Inc	$19.0M	61,266	−115	TRIM
360	EFG International AG	$19.0M	61,191	−65,405	TRIM
361	Perigon Wealth Management, LLC	$18.8M	60,430	+462	ADD
362	Badgley Phelps Wealth Managers, LLC	$18.8M	60,406	+185	ADD
363	ABSHER WEALTH MANAGEMENT, LLC	$18.6M	59,985	−321	TRIM
364	Orion Porfolio Solutions, LLC	$18.6M	59,909	−5,108	TRIM
365	WAYCROSS PARTNERS, LLC	$18.5M	59,567	+55,562	ADD
366	Wilmington Savings Fund Society, FSB	$18.4M	59,241	−1,239	TRIM
367	OPPENHEIMER & CO INC	$18.3M	59,014	+979	ADD
368	Evelyn Partners Investment Management LLP	$18.3M	58,788	−4,533	TRIM
369	Robeco Institutional Asset Management B.V.	$18.3M	58,768	+5,717	ADD
370	Equitable Holdings, Inc.	$18.0M	58,570	+30,230	ADD
371	BARTLETT & CO. WEALTH MANAGEMENT LLC	$17.9M	63,172	−5,057	TRIM
372	Savant Capital, LLC	$17.6M	56,758	+7,915	ADD
373	WORLDQUANT MILLENNIUM ADVISORS LLC	$17.6M	56,714	+56,714	NEW
374	CULLINAN ASSOCIATES INC	$17.6M	56,651	−7,617	TRIM
375	TOCQUEVILLE ASSET MANAGEMENT L.P.	$17.6M	56,566	−1,386	TRIM
376	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$17.6M	56,550	+56,550	NEW
377	Segment Wealth Management, LLC	$17.5M	56,465	+1,239	ADD
378	Apollon Wealth Management, LLC	$17.4M	55,878	−66	TRIM
379	Verition Fund Management LLC	$17.3M	55,768	−27,488	TRIM
380	BOOTHBAY FUND MANAGEMENT, LLC	$17.0M	54,847	+13,687	ADD
381	ASSETMARK, INC	$17.0M	54,725	−597	TRIM
382	Mediolanum International Funds Ltd	$17.0M	54,988	−57,550	TRIM
383	MATHER GROUP, LLC.	$16.9M	54,493	−709	TRIM
384	Guardian Partners Inc.	$16.9M	54,320	−174	TRIM
385	WHITTIER TRUST CO OF NEVADA INC	$16.9M	54,442	+39	ADD
386	TOMPKINS FINANCIAL CORP	$16.7M	53,743	−313	TRIM
387	Turtle Creek Wealth Advisors, LLC	$16.7M	53,684	+3,677	ADD
388	Lansing Street Advisors	$16.6M	53,336	+131	ADD
389	Man Group plc	$16.5M	53,019	−137,718	TRIM
390	Atlantic Union Bankshares Corp	$16.4M	52,812	+6,413	ADD
391	SALEM INVESTMENT COUNSELORS INC	$16.4M	52,679	−148	TRIM
392	PINNACLE ASSOCIATES LTD	$16.2M	52,074	+215	ADD
393	Miramar Capital, LLC	$16.1M	51,763	−1,329	TRIM
394	Harbour Trust & Investment Management Co	$16.0M	51,448	−2,006	TRIM
395	Palisade Asset Management, LLC	$16.0M	51,408	−46	TRIM
396	Merit Financial Group, LLC	$15.9M	51,263	+10,348	ADD
397	Bridgewater Associates, LP	$15.8M	50,689	+2,787	ADD
398	MIRAE ASSET SECURITIES (USA) INC.	$15.7M	50,465	+15,229	ADD
399	Norinchukin Bank, The	$15.7M	50,442	−1,103	TRIM
400	CUTLER INVESTMENT COUNSEL LLC	$15.6M	50,344	−738	TRIM
401	FULTON BREAKEFIELD BROENNIMAN LLC	$15.3M	49,257	−703	TRIM
402	Carnegie Investment Counsel	$15.3M	49,159	−1,288	TRIM
403	ROCKLAND TRUST CO	$15.3M	49,138	+16	ADD
404	CONGRESS ASSET MANAGEMENT CO	$15.2M	48,839	−909	TRIM
405	HOWE & RUSLING INC	$15.2M	48,836	+1,061	ADD
406	GREAT VALLEY ADVISOR GROUP, INC.	$15.1M	48,686	+6,366	ADD
407	Groupe la Francaise	$14.8M	50,543	−4,694	TRIM
408	BALYASNY ASSET MANAGEMENT L.P.	$14.7M	47,296	−265,062	TRIM
409	Vantage Investment Partners, LLC	$14.6M	47,035	−93	TRIM
410	Bryn Mawr Trust Advisors, LLC	$14.4M	46,353	−368	TRIM
411	GW HENSSLER & ASSOCIATES LTD	$14.4M	46,182	−1,571	TRIM
412	EDMOND DE ROTHSCHILD HOLDING S.A.	$14.3M	45,994	+3,976	ADD
413	Richard C. Young & CO., LTD.	$14.2M	45,693	+569	ADD
414	DJE Kapital AG	$14.1M	45,617	+5,200	ADD
415	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$14.0M	42,550	−57,200	TRIM
416	Aprio Wealth Management, LLC	$13.9M	44,823	+41,121	ADD
417	Clearstead Advisors, LLC	$13.9M	44,757	−1,286	TRIM
418	Rafferty Asset Management, LLC	$13.8M	44,400	−17,457	TRIM
419	Madison Asset Management, LLC	$13.8M	44,382	+3,016	ADD
420	Atwater Malick LLC	$13.7M	44,235	+1,073	ADD
421	Evelyn Partners Investment Management Services Ltd	$13.6M	43,916	−8,131	TRIM
422	Vestmark Advisory Solutions, Inc.	$13.5M	43,501	+15,709	ADD
423	ISTHMUS PARTNERS, LLC	$13.5M	43,366	+1,539	ADD
424	MIZUHO SECURITIES USA LLC	$13.4M	43,053	−8,801	TRIM
425	Biondo Investment Advisors, LLC	$13.3M	42,954	+270	ADD
426	Metis Global Partners, LLC	$13.1M	42,310	−1,412	TRIM
427	Mesirow Financial Investment Management, Inc.	$12.9M	41,585	+550	ADD
428	HUNTINGTON NATIONAL BANK	$12.9M	41,466	+41,466	NEW
429	CI INVESTMENTS INC.	$12.7M	40,712	+4,675	ADD
430	CAPITAL INTERNATIONAL LTD /CA/	$12.6M	40,656	−1,165	TRIM
431	HARTFORD INVESTMENT MANAGEMENT CO	$12.6M	40,580	−545	TRIM
432	Dakota Wealth Management	$12.6M	40,492	−1,148	TRIM
433	Vontobel Holding Ltd.	$12.4M	39,984	+52	ADD
434	Independent Advisor Alliance	$12.4M	39,960	−19,012	TRIM
435	Cornerstone Wealth Group, LLC	$12.3M	40,693	+14,845	ADD
436	OMERS ADMINISTRATION Corp	$12.2M	39,383	+9,452	ADD
437	Tidal Investments LLC	$12.2M	39,357	+17,584	ADD
438	Sienna Gestion	$12.2M	39,342	0	NO CHANGE
439	JANE STREET GROUP, LLC	$12.1M	38,812	−4,532	TRIM
440	Stokes Capital Advisors, LLC	$12.0M	38,698	−2,486	TRIM
441	Pictet North America Advisors SA	$12.0M	38,650	+19	ADD
442	World Investment Advisors	$11.9M	38,397	−2,003	TRIM
443	BLB&B Advisors, LLC	$11.9M	38,243	−1,499	TRIM
444	LEAVELL INVESTMENT MANAGEMENT, INC.	$11.9M	38,198	−794	TRIM
445	Composition Wealth, LLC	$11.8M	37,932	−1,460	TRIM
446	MONARCH CAPITAL MANAGEMENT INC	$11.8M	37,902	−1,127	TRIM
447	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$11.7M	37,787	+37,787	NEW
448	TRUST CO OF TOLEDO NA /OH/	$11.6M	37,196	+3	ADD
449	Kinsale Capital Group, Inc.	$11.5M	36,879	+1,920	ADD
450	BAILARD, INC.	$11.5M	36,873	−1,045	TRIM
451	MOODY LYNN LIEBERSON & WALKER, LLC	$11.4M	36,766	+31	ADD
452	Solidarity Wealth, LLC	$11.3M	36,434	+4,828	ADD
453	Lombard Odier Asset Management (Switzerland) SA	$11.3M	36,274	−7,087	TRIM
454	SageGuard Financial Group, LLC	$11.2M	36,156	−310	TRIM
455	SteelPeak Wealth, LLC	$11.2M	36,064	+11,058	ADD
456	Maryland State Retirement & Pension System	$11.2M	35,915	0	NO CHANGE
457	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$11.2M	35,896	+458	ADD
458	CULBERTSON A N & CO INC	$11.1M	35,873	−1,030	TRIM
459	KORNITZER CAPITAL MANAGEMENT INC /KS	$11.1M	35,813	−327	TRIM
460	Talbot Financial, LLC	$11.1M	35,813	+478	ADD
461	HS Management Partners, LLC	$11.1M	35,662	−46,087	TRIM
462	Hilton Capital Management, LLC	$11.1M	35,643	+671	ADD
463	OLD NATIONAL BANCORP /IN/	$11.0M	35,354	−1,801	TRIM
464	FLPUTNAM INVESTMENT MANAGEMENT CO	$11.0M	35,248	+2,072	ADD
465	HUTNER CAPITAL MANAGEMENT INC	$10.9M	35,104	+149	ADD
466	Evercore Wealth Management, LLC	$10.8M	34,791	−3,218	TRIM
467	HUB Investment Partners, LLC	$10.8M	34,749	+1,587	ADD
468	IEQ CAPITAL, LLC	$10.8M	34,734	−17,816	TRIM
469	DAYMARK WEALTH PARTNERS, LLC	$10.7M	34,557	+402	ADD
470	Modera Wealth Management, LLC	$10.7M	34,545	+1,663	ADD
471	Capital International, Inc./CA/	$10.7M	34,507	+1,130	ADD
472	LYNCH & ASSOCIATES/IN	$10.7M	34,292	+245	ADD
473	Caldwell Trust Co	$10.6M	34,116	+498	ADD
474	PRIMECAP MANAGEMENT CO/CA/	$10.5M	33,930	0	NO CHANGE
475	Laird Norton Wetherby Trust Company, LLC	$10.5M	33,905	−2,798	TRIM
476	Capital Investment Advisors, LLC	$10.5M	33,788	−453	TRIM
477	Roundview Capital LLC	$10.4M	33,516	+496	ADD
478	CANANDAIGUA NATIONAL CORP	$10.4M	33,499	—	NO PRIOR
479	Cyndeo Wealth Partners, LLC	$10.4M	33,363	+4,915	ADD
480	Advisors Asset Management, Inc.	$10.3M	33,103	−7,998	TRIM
481	CITIZENS FINANCIAL GROUP INC/RI	$10.2M	32,929	−777	TRIM
482	WHITENER CAPITAL MANAGEMENT, INC.	$10.2M	32,818	+211	ADD
483	COLDSTREAM CAPITAL MANAGEMENT INC	$10.2M	32,802	+1,901	ADD
484	Vident Advisory, LLC	$10.1M	32,468	+5,295	ADD
485	Snowden Capital Advisors LLC	$10.1M	32,453	−5,460	TRIM
486	Linscomb Wealth, Inc.	$10.0M	32,322	−7,691	TRIM
487	Sky Investment Group LLC	$10.0M	32,029	−185	TRIM
488	LEVEL FOUR ADVISORY SERVICES, LLC	$9.9M	31,907	+1,902	ADD
489	Illinois Municipal Retirement Fund	$9.9M	31,884	+2,172	ADD
490	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$9.9M	31,860	0	NO CHANGE
491	Lincoln Capital LLC	$9.9M	31,702	−198	TRIM
492	Oak Harvest Investment Services	$9.8M	31,452	+946	ADD
493	IHT Wealth Management, LLC	$9.7M	31,237	−218	TRIM
494	JAMES INVESTMENT RESEARCH, INC.	$9.7M	31,171	−2,363	TRIM
495	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$9.7M	31,056	−8,147	TRIM
496	INTECH INVESTMENT MANAGEMENT LLC	$9.5M	30,695	−2,126	TRIM
497	TOTH FINANCIAL ADVISORY CORP	$9.4M	30,301	+747	ADD
498	MATTERN CAPITAL MANAGEMENT, LLC	$9.3M	29,854	+36	ADD
499	ELEVATION POINT WEALTH PARTNERS, LLC	$9.2M	29,714	+9,617	ADD
500	ADVOCATE GROUP LLC	$9.1M	29,420	−435	TRIM

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

Congress ↔ notable managers · MCD

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Scott Franklin R–FL-18 $2K–$30K
Sellers: 3 Tommy Tuberville R–AL, Cory A. Booker D–NJ, Richard McCormick R–GA-7 $46K–$165K

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

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, Soros Fund Management, Gotham Asset Management, Bridgewater Associates, Caxton Associates $1.2B held
Trimming: 1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · McDonald's Corp

Merged timeline of congressional filings and notable-manager moves on MCD
Date	Who	Change	Size
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-09-09	Cory A. Booker Congress	SELL	$15K–$50K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+5,814 sh
2026-05-15	Soros Fund Management 13F	NEW	+123,562 sh
2026-05-15	Gotham Asset Management 13F	ADD	+29,004 sh
2026-05-15	Bridgewater Associates 13F	ADD	+2,787 sh
2026-05-15	Moore Capital Management 13F	EXIT	−3,391 sh
2026-05-14	Caxton Associates 13F	ADD	+55 sh

12 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

52 members of Congress disclosed MCD — 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).