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 ↗

MEDTRONIC PLC · COMMON · quarter ended 2026-03-31 · 54 members disclosed MDT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,646 holders are listed, largest first: 1,646
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $85.9B
holders whose share count rose or who opened the position (new + add), by shares: 809
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 218

Holders — quarter ended 2026-03-31

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

13F holders of MDT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.8B	113,182,567	−7,355,311	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.2B	83,333,833	—	NO PRIOR
3	STATE STREET CORP	$5.4B	61,741,014	+80,856	ADD
4	JPMORGAN CHASE & CO	$4.4B	50,973,541	−2,643,153	TRIM
5	Capital Research Global Investors	$3.6B	41,926,590	+7,353,427	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	33,450,558	—	NO PRIOR
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.7B	21,437,599	+489,639	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$2.5B	28,736,341	+856,860	ADD
9	BANK OF AMERICA CORP /DE/	$2.3B	26,015,003	+1,343,220	ADD
10	MORGAN STANLEY	$1.8B	20,717,029	+494,454	ADD
11	DEUTSCHE BANK AG\	$1.6B	19,002,414	+1,254,180	ADD
12	Invesco Ltd.	$1.5B	16,786,998	+554,705	ADD
13	Capital World Investors	$1.4B	16,507,316	+9,471,538	ADD
14	Bank of New York Mellon Corp	$1.3B	15,501,869	−3,609,206	TRIM
15	ROYAL BANK OF CANADA	$1.2B	14,179,817	+190,987	ADD
16	FRANKLIN RESOURCES INC	$1.2B	14,175,679	+1,907,920	ADD
17	NORTHERN TRUST CORP	$1.0B	12,036,821	+565,388	ADD
18	WCM INVESTMENT MANAGEMENT, LLC	$966M	11,265,714	+11,265,714	NEW
19	Legal & General Group Plc	$894M	10,316,815	+134,932	ADD
20	First Eagle Investment Management, LLC	$870M	10,044,695	+269,461	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$843M	9,733,748	+820,331	ADD
22	ALLIANCEBERNSTEIN L.P.	$751M	7,821,069	−1,383,693	TRIM
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$746M	8,607,355	+296,360	ADD
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$746M	8,606,604	+137,622	ADD
25	DODGE & COX	$667M	7,694,608	−43,435	TRIM
26	WELLINGTON MANAGEMENT GROUP LLP	$652M	7,525,572	−5,833,795	TRIM
27	DIMENSIONAL FUND ADVISORS LP	$651M	7,516,150	+112,976	ADD
28	WELLS FARGO & COMPANY/MN	$651M	7,514,778	+475,411	ADD
29	RAYMOND JAMES FINANCIAL INC	$638M	7,382,158	−3,871,453	TRIM
30	VANGUARD FIDUCIARY TRUST CO	$625M	7,216,763	—	NO PRIOR
31	ENVESTNET ASSET MANAGEMENT INC	$590M	6,812,832	+1,639,219	ADD
32	Aristotle Capital Management, LLC	$576M	6,649,263	−280,356	TRIM
33	UBS Group AG	$556M	6,412,252	+2,241,365	ADD
34	Amundi	$526M	6,070,236	+1,616,739	ADD
35	STIFEL FINANCIAL CORP	$499M	5,758,966	−108,897	TRIM
36	AMERICAN CENTURY COMPANIES INC	$477M	5,504,355	+650,147	ADD
37	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$469M	5,413,353	+63,296	ADD
38	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$415M	4,791,090	−29,614	TRIM
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$404M	4,659,425	+423,178	ADD
40	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$401M	4,625,639	+3,192,472	ADD
41	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$353M	4,071,177	+4,071,177	NEW
42	BANK OF MONTREAL /CAN/	$337M	3,893,787	−208,554	TRIM
43	Swiss National Bank	$326M	3,762,366	+247,400	ADD
44	Neuberger Berman Group LLC	$320M	3,698,203	+123,155	ADD
45	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$314M	3,622,141	0	NO CHANGE
46	Capital Wealth Planning, LLC	$305M	3,522,435	+3,522,435	NEW
47	Nuveen, LLC	$302M	3,490,168	+630,673	ADD
48	M&G Plc	$292M	3,359,670	+825,879	ADD
49	LAZARD ASSET MANAGEMENT LLC	$287M	3,309,161	−102,641	TRIM
50	PZENA INVESTMENT MANAGEMENT LLC	$274M	3,157,015	−61,837	TRIM
51	National Pension Service	$267M	3,079,528	+3,079,528	NEW
52	Mitsubishi UFJ Asset Management Co., Ltd.	$256M	2,951,455	+194,392	ADD
53	Vanguard Global Advisers, LLC	$249M	2,868,614	—	NO PRIOR
54	Janus Henderson Group Ltd.	$246M	2,835,816	−278,342	TRIM
55	TRUIST FINANCIAL CORP	$240M	2,766,082	+257,944	ADD
56	Guinness Asset Management LTD	$235M	2,716,852	−140,382	TRIM
57	FEDERATED HERMES, INC.	$229M	2,647,443	+2,382,582	ADD
58	Aberdeen Group plc	$229M	2,639,868	+63,393	ADD
59	VANGUARD ASSET MANAGEMENT, Ltd	$224M	2,585,862	—	NO PRIOR
60	FMR LLC	$221M	2,551,476	+38,391	ADD
61	USS Investment Management Ltd	$212M	2,451,244	+175,371	ADD
62	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$208M	2,400,255	−2,389,444	TRIM
63	PRINCIPAL FINANCIAL GROUP INC	$206M	2,379,934	+659,727	ADD
64	MACKENZIE FINANCIAL CORP	$199M	2,299,782	−48,683	TRIM
65	ALTRINSIC GLOBAL ADVISORS LLC	$194M	2,242,374	−241,796	TRIM
66	HSBC HOLDINGS PLC	$182M	2,101,043	+448,217	ADD
67	Boston Partners	$176M	2,027,905	−4,707,978	TRIM
68	THORNBURG INVESTMENT MANAGEMENT INC	$175M	2,017,077	+88,332	ADD
69	LPL Financial LLC	$174M	2,004,859	+231,145	ADD
70	1832 Asset Management L.P.	$173M	1,994,211	+454,906	ADD
71	ProShare Advisors LLC	$161M	1,859,349	−52,382	TRIM
72	Squarepoint Ops LLC	$146M	1,683,504	+1,103,876	ADD
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$140M	1,617,050	−10,564	TRIM
74	AQR CAPITAL MANAGEMENT LLC	$140M	1,626,347	−1,442,757	TRIM
75	EQUITY INVESTMENT CORP	$139M	1,598,680	+76,467	ADD
76	Robeco Institutional Asset Management B.V.	$133M	1,535,604	−62,401	TRIM
77	Allianz Asset Management GmbH	$132M	1,519,301	−327,582	TRIM
78	BNP Paribas Asset Management Holding S.A.	$131M	1,510,419	+391,370	ADD
79	NEW YORK STATE COMMON RETIREMENT FUND	$128M	1,480,846	0	NO CHANGE
80	Magellan Asset Management Ltd	$126M	1,454,218	−18,640	TRIM
81	Zurcher Kantonalbank (Zurich Cantonalbank)	$119M	1,374,551	+1,374,551	NEW
82	CRAWFORD INVESTMENT COUNSEL INC	$118M	1,361,046	−334	TRIM
83	CITIGROUP INC	$116M	1,337,911	+54,444	ADD
84	Artisan Partners Limited Partnership	$115M	1,328,676	+49,534	ADD
85	HighTower Advisors, LLC	$115M	1,322,661	−122,260	TRIM
86	CANADA PENSION PLAN INVESTMENT BOARD	$109M	1,257,090	+341,383	ADD
87	SEI INVESTMENTS CO	$108M	1,244,868	+200,352	ADD
88	Pictet Asset Management Holding SA	$107M	1,230,813	−79,699	TRIM
89	US BANCORP \DE\	$100M	1,154,077	−42,213	TRIM
90	CIBC Asset Management Inc	$97.5M	1,125,342	+52,412	ADD
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$96.9M	1,118,475	0	NO CHANGE
92	DAVENPORT & Co LLC	$93.8M	1,085,899	+24,457	ADD
93	AVIVA PLC	$93.7M	1,081,074	+30,792	ADD
94	Baird Financial Group, Inc.	$92.3M	1,064,898	+1,064,898	NEW
95	Haverford Trust Co	$91.4M	1,054,563	+4,435	ADD
96	NOMURA ASSET MANAGEMENT CO LTD	$91.2M	1,051,997	+46,963	ADD
97	PANAGORA ASSET MANAGEMENT INC	$90.8M	1,048,005	+298,941	ADD
98	STOREBRAND ASSET MANAGEMENT AS	$89.7M	1,035,453	—	NO PRIOR
99	TD ASSET MANAGEMENT INC	$87.0M	1,004,587	−38,016	TRIM
100	Bank Julius Baer & Co. Ltd, Zurich	$85.9M	994,838	−4,800	TRIM
101	ADAGE CAPITAL PARTNERS GP, L.L.C.	$85.7M	989,189	−284,682	TRIM
102	CITADEL ADVISORS LLC	$85.2M	982,741	−4,246,447	TRIM
103	Vontobel Holding Ltd.	$84.6M	975,848	−11,201	TRIM
104	Korea Investment CORP	$84.6M	975,780	+84,991	ADD
105	Bellevue Group AG	$83.0M	957,329	+190,737	ADD
106	NATIONAL BANK OF CANADA /FI/	$81.5M	940,505	+29,355	ADD
107	NORDEA INVESTMENT MANAGEMENT AB	$80.9M	951,594	+660,453	ADD
108	TODD ASSET MANAGEMENT LLC	$80.6M	930,200	+162,995	ADD
109	PFA Pension, Forsikringsaktieselskab	$78.7M	908,213	+908,213	NEW
110	D. E. Shaw & Co., Inc.	$77.5M	894,615	−96,999	TRIM
111	FIRST TRUST ADVISORS LP	$76.5M	883,289	+75,814	ADD
112	Allspring Global Investments Holdings, LLC	$76.2M	885,098	−178,782	TRIM
113	SCOTIA CAPITAL INC.	$75.7M	873,375	+5,341	ADD
114	CIBC Bancorp USA Inc.	$74.5M	863,257	—	NO PRIOR
115	Epoch Investment Partners, Inc.	$74.1M	855,500	−13,410	TRIM
116	Rockefeller Capital Management L.P.	$73.2M	844,234	+124,285	ADD
117	Eurizon Capital SGR S.p.A.	$72.4M	836,290	+836,290	NEW
118	SOUND SHORE MANAGEMENT INC /CT/	$71.5M	825,239	+825,239	NEW
119	Cerity Partners LLC	$65.5M	756,044	−34,971	TRIM
120	Quantinno Capital Management LP	$63.3M	730,567	−283,724	TRIM
121	FIRST FINANCIAL BANKSHARES INC	$62.3M	719,377	+10,881	ADD
122	VOYA INVESTMENT MANAGEMENT LLC	$61.5M	709,994	−70,065	TRIM
123	DANSKE BANK A/S	$60.7M	700,047	−141,181	TRIM
124	Susquehanna Portfolio Strategies, LLC	$60.6M	699,794	+699,794	NEW
125	Mariner, LLC	$60.4M	697,297	−79,203	TRIM
126	Cetera Investment Advisers	$60.4M	696,767	+47,721	ADD
127	STATE OF WISCONSIN INVESTMENT BOARD	$60.3M	695,643	+21,657	ADD
128	COMMONWEALTH EQUITY SERVICES, LLC	$59.9M	691,739	−37,978	TRIM
129	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$59.4M	763,139	−92,776	TRIM
130	Harvest Portfolios Group Inc.	$57.4M	662,264	+18,224	ADD
131	ASSETMARK, INC	$55.9M	645,147	+58,596	ADD
132	Vanguard Investments Australia, Ltd.	$55.3M	638,521	—	NO PRIOR
133	CAPITAL ADVISORS INC/OK	$54.9M	633,581	−5,707	TRIM
134	Chevy Chase Trust Holdings, LLC	$54.8M	631,969	−19,850	TRIM
135	Swedbank AB	$54.4M	627,817	+2,131	ADD
136	EDMOND DE ROTHSCHILD HOLDING S.A.	$54.0M	623,261	+5,317	ADD
137	TWO SIGMA INVESTMENTS, LP	$52.5M	605,568	−362,830	TRIM
138	Calamos Advisors LLC	$52.2M	602,965	+25,128	ADD
139	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$51.6M	595,080	−318,745	TRIM
140	APG Asset Management N.V.	$51.0M	677,528	−61,212	TRIM
141	Asset Management One Co., Ltd.	$50.8M	586,209	−1,445	TRIM
142	ROYAL LONDON ASSET MANAGEMENT LTD	$50.7M	585,615	−1,621	TRIM
143	CAMBIAR INVESTORS LLC	$49.8M	575,288	+99	ADD
144	MERCER GLOBAL ADVISORS INC /ADV	$49.8M	575,118	−5,725	TRIM
145	JOHNSON INVESTMENT COUNSEL INC	$49.8M	574,406	−3,130	TRIM
146	ZACKS INVESTMENT MANAGEMENT	$48.8M	563,265	+1,061	ADD
147	Gotham Asset Management, LLC	$48.6M	560,478	+260,327	ADD
148	Vest Financial, LLC	$48.3M	557,222	+47	ADD
149	Corient Private Wealth LLC	$48.2M	560,236	−793,646	TRIM
150	OPPENHEIMER ASSET MANAGEMENT INC.	$46.6M	537,753	+18,442	ADD
151	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$45.9M	530,048	+21,344	ADD
152	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$45.3M	522,544	+522,544	NEW
153	OSAIC HOLDINGS, INC.	$44.1M	509,205	+23,303	ADD
154	KLP KAPITALFORVALTNING AS	$43.4M	497,287	+12,500	ADD
155	Talaria Asset Management Pty Ltd	$43.1M	497,500	+497,500	NEW
156	Nippon Life Global Investors Americas, Inc.	$42.5M	486,990	−6,930	TRIM
157	M&T BANK CORP	$42.2M	486,709	−16,475	TRIM
158	KEYBANK NATIONAL ASSOCIATION/OH	$42.0M	484,132	+125,902	ADD
159	Gradient Investments LLC	$41.4M	478,004	−1,129	TRIM
160	Advisors Capital Management, LLC	$41.1M	474,386	+19,531	ADD
161	MILLENNIUM MANAGEMENT LLC	$40.9M	472,273	−2,503,215	TRIM
162	&PARTNERS	$40.5M	468,613	+19,526	ADD
163	Ensign Peak Advisors, Inc	$37.9M	437,390	+46,360	ADD
164	State of New Jersey Common Pension Fund D	$37.9M	437,235	0	NO CHANGE
165	Focus Partners Wealth	$37.5M	433,122	−30,338	TRIM
166	Federation des caisses Desjardins du Quebec	$36.5M	420,905	+47,339	ADD
167	SEB Asset Management AB	$36.3M	419,352	—	NO PRIOR
168	PRUDENTIAL FINANCIAL INC	$35.6M	410,438	+125,281	ADD
169	MAIRS & POWER INC	$34.8M	401,968	−10,782	TRIM
170	BOONE CAPITAL MANAGEMENT LLC	$34.5M	398,065	−30,724	TRIM
171	CIBC WORLD MARKET INC.	$34.5M	397,743	−21,499	TRIM
172	HANCOCK WHITNEY CORP	$33.3M	386,551	−1,775	TRIM
173	MATRIX ASSET ADVISORS INC/NY	$32.6M	375,696	+6,155	ADD
174	Tredje AP-fonden	$32.4M	373,537	+373,537	NEW
175	Crossmark Global Holdings, Inc.	$31.7M	365,762	—	NO PRIOR
176	TD Waterhouse Canada Inc.	$31.4M	364,695	+205,561	ADD
177	MML INVESTORS SERVICES, LLC	$30.5M	352,552	−28,632	TRIM
178	Arizona State Retirement System	$30.4M	351,358	−10,021	TRIM
179	JANE STREET GROUP, LLC	$30.3M	349,874	+150,728	ADD
180	Czech National Bank	$30.3M	349,151	+10,945	ADD
181	Resona Asset Management Co.,Ltd.	$29.3M	337,766	+2,563	ADD
182	Creative Planning	$29.2M	337,132	+10,654	ADD
183	STATE OF MICHIGAN RETIREMENT SYSTEM	$29.0M	334,898	−900	TRIM
184	Man Group plc	$28.7M	330,889	+169,073	ADD
185	SKBA CAPITAL MANAGEMENT LLC	$28.0M	323,712	+11,000	ADD
186	Leith Wheeler Investment Counsel Ltd.	$28.0M	323,384	+4,540	ADD
187	QRG CAPITAL MANAGEMENT, INC.	$27.8M	321,244	+26,816	ADD
188	Randolph Co Inc	$26.8M	309,011	+14,183	ADD
189	AlTi Global, Inc.	$26.6M	304,688	−102	TRIM
190	St. James Investment Company, LLC	$26.4M	305,017	−445	TRIM
191	BROWN ADVISORY INC	$26.3M	303,428	+2,550	ADD
192	GUGGENHEIM CAPITAL LLC	$26.2M	301,897	−33,005	TRIM
193	MetLife Investment Management, LLC	$26.0M	299,560	−7,910	TRIM
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$25.9M	298,636	+292	ADD
195	Mirae Asset Global Investments Co., Ltd.	$25.8M	298,159	+37,484	ADD
196	IFM Investors Pty Ltd	$25.7M	296,199	+12,117	ADD
197	UMB Bank, n.a.	$25.4M	293,491	+5,042	ADD
198	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$25.4M	292,779	+107,000	ADD
199	Arbejdsmarkedets Tillaegspension	$25.4M	292,638	+59,161	ADD
200	Zurich Insurance Group Ltd/FI	$24.9M	287,519	+260,219	ADD
201	STEPHENS INC /AR/	$24.8M	284,904	+17,286	ADD
202	Daiwa Securities Group Inc.	$24.6M	283,928	+17,364	ADD
203	DAVIS R M INC	$24.6M	281,484	+281,484	NEW
204	SECTOR GAMMA AS	$24.3M	280,682	+11,038	ADD
205	Osmosis Investment Management UK Ltd	$23.9M	273,631	+188,127	ADD
206	CORDA Investment Management, LLC.	$23.6M	272,363	+8,786	ADD
207	Retirement Systems of Alabama	$23.6M	272,246	−610	TRIM
208	DnB Asset Management AS	$23.4M	269,768	−108,413	TRIM
209	LGT Group Foundation	$22.2M	255,800	+180,388	ADD
210	Bridgewater Associates, LP	$22.1M	255,240	−27,146	TRIM
211	Andra AP-fonden	$22.0M	253,329	−10,400	TRIM
212	CENTRAL SECURITIES CORP	$21.7M	250,000	0	NO CHANGE
213	GODSEY & GIBB, INC	$21.6M	249,835	+2,428	ADD
214	EFG International AG	$21.6M	249,338	+31,273	ADD
215	Tidal Investments LLC	$21.4M	246,800	+115,200	ADD
216	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.3M	246,190	+16,792	ADD
217	FACTORY MUTUAL INSURANCE CO	$21.3M	245,740	+8,250	ADD
218	Kestra Advisory Services, LLC	$21.3M	245,693	+7,271	ADD
219	Steward Partners Investment Advisory, LLC	$21.2M	244,319	−8,840	TRIM
220	CWM, LLC	$21.1M	244,081	−84,828	TRIM
221	SUMMITRY LLC	$21.1M	243,997	+241,290	ADD
222	BENJAMIN EDWARDS INC	$20.9M	241,186	+3,832	ADD
223	Varma Mutual Pension Insurance Co	$20.6M	238,151	+20,000	ADD
224	XPONANCE LLC	$20.3M	234,541	+29,695	ADD
225	Badgley Phelps Wealth Managers, LLC	$20.0M	229,003	+2,334	ADD
226	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$19.8M	228,963	+52,171	ADD
227	Northwest & Ethical Investments L.P.	$19.4M	224,003	+36,691	ADD
228	Financial Perspectives, Inc	$19.0M	218,905	+1,603	ADD
229	Verity & Verity, LLC	$18.9M	218,510	+15,338	ADD
230	MACQUARIE GROUP LTD	$18.5M	213,220	−228,747	TRIM
231	Dakota Wealth Management	$18.3M	211,390	+5,849	ADD
232	COMMERCE BANK	$18.3M	211,410	+80,961	ADD
233	FIFTH THIRD BANCORP	$18.3M	211,159	+9,578	ADD
234	Utah Retirement Systems	$18.1M	208,498	−3,093	TRIM
235	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.0M	207,607	+39,899	ADD
236	EXCHANGE TRADED CONCEPTS, LLC	$17.5M	202,185	+78,185	ADD
237	Vinva Investment Management Ltd	$17.5M	203,579	−7,296	TRIM
238	Cresset Asset Management, LLC	$17.4M	199,626	+24,747	ADD
239	JB Capital LLC	$17.2M	198,688	+52,378	ADD
240	Empowered Funds, LLC	$17.2M	198,488	+15,563	ADD
241	ProVise Management Group, LLC	$17.2M	198,237	+5,628	ADD
242	EDENTREE ASSET MANAGEMENT Ltd	$17.1M	197,786	−5,255	TRIM
243	OPPENHEIMER & CO INC	$17.1M	197,025	+5,871	ADD
244	Avidity Partners Management LP	$16.8M	200,000	+92,400	ADD
245	Talbot Financial, LLC	$16.7M	192,966	+4,147	ADD
246	NEOS Investment Management LLC	$16.6M	191,662	−5,819	TRIM
247	Hardman Johnston Global Advisors LLC	$16.6M	191,504	−7,360	TRIM
248	Illinois Municipal Retirement Fund	$16.4M	189,335	−24,284	TRIM
249	NewEdge Advisors, LLC	$15.9M	183,368	+183,368	NEW
250	D.A. DAVIDSON & CO.	$15.5M	178,599	−18,409	TRIM
251	Sumitomo Mitsui DS Asset Management Company, Ltd	$15.5M	178,372	+2,339	ADD
252	GRIMES & Co WEALTH MANAGEMENT, LLC	$15.4M	177,860	−1,659	TRIM
253	ASSOCIATED BANC-CORP	$15.4M	177,589	−5,375	TRIM
254	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$15.3M	176,687	−50,745	TRIM
255	Stack Financial Management, Inc	$15.1M	174,706	+1,197	ADD
256	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$14.9M	172,051	+122,051	ADD
257	TOCQUEVILLE ASSET MANAGEMENT L.P.	$14.8M	170,833	−37,955	TRIM
258	Kimelman & Baird, LLC	$14.7M	169,890	+500	ADD
259	Sanctuary Advisors, LLC	$14.4M	165,715	−3,885	TRIM
260	Veritas Asset Management LLP	$14.1M	162,708	−18,299	TRIM
261	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$14.1M	162,632	−483	TRIM
262	Smith Salley Wealth Management	$14.1M	162,576	+2,310	ADD
263	PICTON MAHONEY ASSET MANAGEMENT	$13.6M	157,349	+24,781	ADD
264	NICHOLS & PRATT ADVISERS LLP /MA	$13.6M	156,416	−1,732	TRIM
265	ASR Vermogensbeheer N.V.	$13.6M	156,403	+3,471	ADD
266	LBP AM SA	$13.5M	155,733	+141,702	ADD
267	Private Advisor Group, LLC	$13.5M	155,511	+1,297	ADD
268	Pathstone Holdings, LLC	$13.5M	155,149	+30,344	ADD
269	RPG Investment Advisory, LLC	$13.4M	155,122	−864	TRIM
270	CLARK ESTATES INC/NY	$13.4M	155,000	0	NO CHANGE
271	BLAIR WILLIAM & CO/IL	$13.3M	153,247	+68,893	ADD
272	Elo Mutual Pension Insurance Co	$13.1M	150,643	−16,708	TRIM
273	Kiltearn Partners LLP	$13.0M	149,561	−31,200	TRIM
274	Vivaldi Capital Management LP	$12.8M	147,393	−9,866	TRIM
275	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.7M	146,695	−200	TRIM
276	Moran Wealth Management, LLC	$12.7M	146,533	−4,909	TRIM
277	Ethic Inc.	$12.6M	145,754	+2,705	ADD
278	Lombard Odier Asset Management (Europe) Ltd	$12.6M	145,443	−5,978	TRIM
279	Hikari Tsushin, Inc.	$12.6M	144,952	0	NO CHANGE
280	World Investment Advisors	$12.5M	144,641	−22,762	TRIM
281	WINTON GROUP Ltd	$12.3M	142,500	+37,149	ADD
282	BAR HARBOR WEALTH MANAGEMENT	$12.3M	141,525	+273	ADD
283	Avanza Fonder AB	$12.3M	141,466	+11,549	ADD
284	FIL Ltd	$12.2M	140,889	−19,237	TRIM
285	Atria Investments, Inc	$12.1M	139,632	+13,421	ADD
286	Bryn Mawr Trust Advisors, LLC	$12.0M	138,019	−196	TRIM
287	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.8M	136,752	−1,328	TRIM
288	Stockman Wealth Management, Inc.	$11.7M	134,940	+9,694	ADD
289	FARMERS & MERCHANTS INVESTMENTS INC	$11.7M	134,918	−938	TRIM
290	WESTWOOD HOLDINGS GROUP INC	$11.5M	132,303	−6,528	TRIM
291	KANAWHA CAPITAL MANAGEMENT LLC	$11.3M	130,323	+2,203	ADD
292	Meiji Yasuda Asset Management Co Ltd.	$11.1M	128,226	−737	TRIM
293	Northside Capital Management, LLC	$11.0M	127,190	−3,822	TRIM
294	NOESIS CAPITAL MANGEMENT CORP	$10.9M	125,611	+2,066	ADD
295	Vanguard Personalized Indexing Management, LLC	$10.9M	125,589	−5,225	TRIM
296	Soltis Investment Advisors LLC	$10.8M	124,532	+22,505	ADD
297	Equitable Holdings, Inc.	$10.8M	115,761	+47,033	ADD
298	MAI Capital Management	$10.7M	122,922	−4,403	TRIM
299	PINNACLE ASSOCIATES LTD	$10.5M	120,855	+4,305	ADD
300	BANK OF NOVA SCOTIA TRUST CO	$10.3M	118,911	+3,875	ADD
301	Trexquant Investment LP	$10.1M	116,207	+116,207	NEW
302	CUTLER INVESTMENT COUNSEL LLC	$10.0M	114,878	−2,601	TRIM
303	Lansforsakringar Fondforvaltning AB (publ)	$10.0M	115,622	−4,351	TRIM
304	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.9M	114,648	+1,430	ADD
305	Pinnacle Financial Partners, Inc.	$9.9M	113,724	+36,934	ADD
306	EVENTIDE ASSET MANAGEMENT, LLC	$9.8M	113,734	+1,470	ADD
307	Compagnie Lombard Odier SCmA	$9.8M	112,761	+1,911	ADD
308	GW HENSSLER & ASSOCIATES LTD	$9.7M	112,425	+112,425	NEW
309	Diversified Trust Co	$9.7M	111,780	+601	ADD
310	ADVOCATE GROUP LLC	$9.7M	111,662	−83	TRIM
311	OneDigital Investment Advisors LLC	$9.6M	110,819	+32,432	ADD
312	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.6M	110,359	−772,255	TRIM
313	Foster Victor Wealth Advisors, LLC	$9.6M	108,405	+12,012	ADD
314	Te Ahumairangi Investment Management Ltd	$9.5M	110,128	+41,245	ADD
315	TEACHER RETIREMENT SYSTEM OF TEXAS	$9.4M	108,518	−189,075	TRIM
316	Waverly Advisors, LLC	$9.2M	106,239	+1,714	ADD
317	COLRAIN CAPITAL LLC	$9.2M	104,950	+50,495	ADD
318	LGT Fund Management Co Ltd.	$9.1M	105,516	+78,728	ADD
319	Value Partners Investments Inc.	$9.1M	105,278	−268	TRIM
320	HB Wealth Management, LLC	$8.8M	101,768	−5,857	TRIM
321	Orange Investment Advisors, Inc.	$8.8M	101,740	−669	TRIM
322	Regal Investment Advisors LLC	$8.8M	101,511	+2,884	ADD
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$8.8M	101,402	+80,865	ADD
324	MATTERN CAPITAL MANAGEMENT, LLC	$8.7M	100,264	+227	ADD
325	CenterBook Partners LP	$8.7M	100,105	+33,547	ADD
326	Orion Porfolio Solutions, LLC	$8.7M	100,074	−24,597	TRIM
327	ARMSTRONG HENRY H ASSOCIATES INC	$8.6M	99,609	−320	TRIM
328	Rafferty Asset Management, LLC	$8.6M	99,066	−39,026	TRIM
329	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.6M	98,869	+6,600	ADD
330	Vestmark Advisory Solutions, Inc.	$8.6M	98,720	+18,628	ADD
331	Taikang Asset Management (Hong Kong) Co Ltd	$8.5M	98,104	+98,104	NEW
332	Vident Advisory, LLC	$8.5M	98,072	+26,017	ADD
333	Banque de Luxembourg S.A.	$8.4M	96,681	−10,554	TRIM
334	HOWE & RUSLING INC	$8.3M	95,814	+1,763	ADD
335	Advisors Asset Management, Inc.	$8.2M	94,624	−20,816	TRIM
336	Game Creek Capital, LP	$8.1M	93,875	+13,800	ADD
337	MARCO INVESTMENT MANAGEMENT LLC	$8.1M	93,753	−400	TRIM
338	FOURPATH CAPITAL MANAGEMENT, LLC	$8.0M	92,355	+4,643	ADD
339	Investment Management Corp of Ontario	$7.9M	91,696	−21,967	TRIM
340	Columbus Macro, LLC	$7.8M	90,562	+4,522	ADD
341	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.8M	98,447	+33,500	ADD
342	Rhenman & Partners Asset Management AB	$7.8M	90,000	−206,000	TRIM
343	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.8M	89,509	+14,154	ADD
344	Nepsis Inc.	$7.7M	89,439	+743	ADD
345	LANSDOWNE PARTNERS (UK) LLP	$7.7M	88,839	+57,441	ADD
346	Lido Advisors, LLC	$7.6M	87,746	−1,555	TRIM
347	Purpose Unlimited Inc.	$7.6M	87,835	+2,681	ADD
348	TOKIO MARINE ASSET MANAGEMENT CO LTD	$7.6M	87,720	+3,130	ADD
349	ABN AMRO INVESTMENT SOLUTIONS	$7.5M	87,059	+87,059	NEW
350	Allworth Financial LP	$7.5M	86,371	−240	TRIM
351	Wealthfront Advisers LLC	$7.5M	86,263	−4,552	TRIM
352	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$7.5M	86,020	−1,120	TRIM
353	NICHOLAS COMPANY, INC.	$7.4M	85,600	+14,785	ADD
354	Concurrent Investment Advisors, LLC	$7.4M	84,927	−18,189	TRIM
355	Estabrook Capital Management	$7.3M	84,459	−4,245	TRIM
356	FIRST NATIONAL BANK OF OMAHA	$7.1M	82,661	−333	TRIM
357	Snowden Capital Advisors LLC	$7.1M	80,795	+21,936	ADD
358	PRINCIPAL SECURITIES, INC.	$6.9M	79,516	+10,425	ADD
359	TOTH FINANCIAL ADVISORY CORP	$6.9M	79,070	+4,800	ADD
360	Y-Intercept (Hong Kong) Ltd	$6.8M	78,988	−55,393	TRIM
361	Wilmington Savings Fund Society, FSB	$6.8M	78,575	−110	TRIM
362	Independent Advisor Alliance	$6.7M	77,755	+6,740	ADD
363	Intesa Sanpaolo S.p.A.	$6.7M	77,719	+10,370	ADD
364	Mitsubishi UFJ Trust & Banking Corp	$6.7M	77,578	+61,108	ADD
365	MIZUHO SECURITIES USA LLC	$6.7M	77,503	−15,889	TRIM
366	ALLIANZ SE	$6.7M	77,070	−5,877	TRIM
367	NorthCrest Asset Manangement, LLC	$6.7M	76,971	−32,750	TRIM
368	Norinchukin Bank, The	$6.7M	76,867	+212	ADD
369	WCG Wealth Advisors LLC	$6.6M	76,536	+8,756	ADD
370	Qube Research & Technologies Ltd	$6.6M	76,485	−1,450,653	TRIM
371	Guinness Atkinson Asset Management Inc	$6.6M	76,481	+2,657	ADD
372	GRANDFIELD & DODD, LLC	$6.6M	76,460	+1,301	ADD
373	CITIZENS FINANCIAL GROUP INC/RI	$6.5M	75,424	+2,083	ADD
374	Sompo Asset Management Co., Ltd.	$6.5M	75,283	−2,660	TRIM
375	ELEVATION POINT WEALTH PARTNERS, LLC	$6.5M	74,439	+44,964	ADD
376	HUNTINGTON NATIONAL BANK	$6.5M	74,614	+74,614	NEW
377	Providence Capital Advisors, LLC	$6.4M	74,000	+74,000	NEW
378	BRASADA CAPITAL MANAGEMENT, LP	$6.4M	74,096	+23,571	ADD
379	Aptus Capital Advisors, LLC	$6.4M	73,769	+48,814	ADD
380	Addenda Capital Inc.	$6.4M	73,000	0	NO CHANGE
381	Stablepoint Partners, LLC	$6.3M	73,137	+2,302	ADD
382	Two Point Capital Management, Inc.	$6.3M	72,897	−656	TRIM
383	Sicart Associates LLC	$6.3M	72,587	0	NO CHANGE
384	Goelzer Investment Management, Inc.	$6.3M	72,360	+781	ADD
385	SUVRETTA CAPITAL MANAGEMENT, LLC	$6.3M	72,260	+47,200	ADD
386	BTC Capital Management, Inc.	$6.3M	72,184	+18,006	ADD
387	American Assets Investment Management, LLC	$6.2M	71,632	0	NO CHANGE
388	Beacon Harbor Wealth Advisors, Inc.	$6.2M	71,459	+2,508	ADD
389	Stratos Wealth Partners, LTD.	$6.1M	70,550	−3,821	TRIM
390	Geneos Wealth Management Inc.	$6.1M	70,386	+3,460	ADD
391	Patriot Financial Group Insurance Agency, LLC	$6.1M	70,144	+38,094	ADD
392	Bleakley Financial Group, LLC	$6.0M	69,668	+1,781	ADD
393	Telos Capital Management, Inc.	$6.0M	69,618	+2,142	ADD
394	SIRIOS CAPITAL MANAGEMENT L P	$6.0M	69,492	+9,040	ADD
395	First Nebraska Trust Co	$6.0M	69,352	—	NO PRIOR
396	AZZAD ASSET MANAGEMENT INC /ADV	$5.9M	67,747	−244	TRIM
397	Banque Cantonale Vaudoise	$5.9M	67,616	+16,967	ADD
398	ALBION FINANCIAL GROUP /UT	$5.8M	67,202	−407	TRIM
399	Emerald Investment Advisers, LLC	$5.8M	66,882	—	NO PRIOR
400	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.8M	66,461	0	NO CHANGE
401	RITHOLTZ WEALTH MANAGEMENT	$5.7M	66,350	−8,020	TRIM
402	Linscomb Wealth, Inc.	$5.7M	66,281	−18,894	TRIM
403	Murphy Pohlad Asset Management LLC	$5.7M	66,217	−627	TRIM
404	GREENWOOD CAPITAL ASSOCIATES LLC	$5.7M	65,749	−18,868	TRIM
405	Ellsworth Advisors, LLC	$5.7M	65,620	+3,612	ADD
406	Clear Trail Advisors, LLC	$5.6M	64,706	+20,094	ADD
407	LMCG INVESTMENTS, LLC	$5.6M	64,174	−3,558	TRIM
408	Perennial Advisors, LLC	$5.5M	63,972	+2,140	ADD
409	Maryland State Retirement & Pension System	$5.5M	63,956	0	NO CHANGE
410	MONEY CONCEPTS CAPITAL CORP	$5.5M	63,114	+22,269	ADD
411	LAFFER TENGLER INVESTMENTS, INC.	$5.5M	63,106	+3,976	ADD
412	Envestnet Portfolio Solutions, Inc.	$5.5M	63,033	−82,713	TRIM
413	Merit Financial Group, LLC	$5.4M	62,857	−9,389	TRIM
414	CI INVESTMENTS INC.	$5.4M	62,225	+3,231	ADD
415	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$5.4M	61,975	−61,891	TRIM
416	Siemens Fonds Invest GmbH	$5.4M	61,862	−97	TRIM
417	XTX Topco Ltd	$5.4M	61,774	+61,774	NEW
418	Columbia Asset Management	$5.3M	61,560	−664	TRIM
419	PARTHENON LLC	$5.3M	61,403	−235	TRIM
420	Moors & Cabot, Inc.	$5.3M	61,225	+6,494	ADD
421	MGO ONE SEVEN LLC	$5.3M	61,034	−55,471	TRIM
422	POLEN CAPITAL MANAGEMENT LLC	$5.3M	60,661	−23,839	TRIM
423	J.W. COLE ADVISORS, INC.	$5.2M	60,376	+19,695	ADD
424	WESTFIELD CAPITAL MANAGEMENT CO LP	$5.2M	60,349	+379	ADD
425	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$5.2M	59,640	−1,836	TRIM
426	MONARCH CAPITAL MANAGEMENT INC	$5.2M	59,621	+719	ADD
427	NAPLES GLOBAL ADVISORS, LLC	$5.2M	59,580	+1,918	ADD
428	HENNESSY ADVISORS INC	$5.2M	60,000	+2,100	ADD
429	CHOREO, LLC	$5.2M	59,321	+7,968	ADD
430	J.P. Marvel Investment Advisors, LLC	$5.1M	59,416	+1,771	ADD
431	Mandatum Life Insurance Co Ltd	$5.1M	59,138	0	NO CHANGE
432	Robeco Schweiz AG	$5.1M	59,063	−16,431	TRIM
433	INTACT INVESTMENT MANAGEMENT INC.	$5.1M	58,800	−34,700	TRIM
434	Decker Wealth Management LLC	$5.1M	58,614	—	NO PRIOR
435	Caprock Group, LLC	$5.1M	57,949	−23,019	TRIM
436	Monte Financial Group, LLC	$5.0M	57,985	+15,677	ADD
437	Econ Financial Services Corp	$5.0M	57,270	+19,204	ADD
438	ABN AMRO Bank N.V.	$4.8M	55,306	−27,000	TRIM
439	DLK Investment Management, LLC	$4.8M	55,783	+108	ADD
440	RBA Wealth Management, LLC	$4.7M	54,528	+1	ADD
441	Tevis Investment Management	$4.7M	54,074	+564	ADD
442	Proactive Wealth Strategies LLC	$4.7M	54,380	+27,380	ADD
443	Generali Asset Management SPA SGR	$4.7M	54,271	+2,884	ADD
444	LEVEL FOUR ADVISORY SERVICES, LLC	$4.7M	53,937	+9,638	ADD
445	DAYMARK WEALTH PARTNERS, LLC	$4.6M	53,450	+1,146	ADD
446	Stamos Capital Partners, L.P.	$4.6M	53,432	+5,713	ADD
447	CREDIT AGRICOLE S A	$4.6M	53,049	−377,522	TRIM
448	NEEDHAM INVESTMENT MANAGEMENT LLC	$4.6M	53,041	0	NO CHANGE
449	GROUPAMA ASSET MANAGMENT	$4.6M	52,877	−2,518	TRIM
450	Compass Wealth Management LLC	$4.6M	52,783	+5,118	ADD
451	Robinson Value Management, Ltd.	$4.6M	52,777	−1,102	TRIM
452	MUFG Securities EMEA plc	$4.6M	52,544	0	NO CHANGE
453	SIMON QUICK ADVISORS, LLC	$4.5M	52,012	+3,309	ADD
454	GeoWealth Management, LLC	$4.5M	51,461	+614	ADD
455	Haverford Financial Services, Inc.	$4.5M	51,458	−8,333	TRIM
456	Glenview Trust Co	$4.4M	51,156	−423	TRIM
457	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$4.4M	50,571	+4,131	ADD
458	LaFleur & Godfrey LLC	$4.4M	50,925	−849	TRIM
459	SFMG, LLC	$4.4M	50,845	−2,228	TRIM
460	GHP Investment Advisors, Inc.	$4.4M	50,730	+2,731	ADD
461	Palisade Asset Management, LLC	$4.4M	50,629	−6,209	TRIM
462	OMERS ADMINISTRATION Corp	$4.4M	50,580	+3,279	ADD
463	Lifeworks Advisors, LLC	$4.4M	50,553	+3,900	ADD
464	Continuum Advisory, LLC	$4.3M	50,157	+50,157	NEW
465	Apollon Wealth Management, LLC	$4.3M	50,119	+2,586	ADD
466	Woodline Partners LP	$4.3M	50,005	−168,833	TRIM
467	Gilman Hill Asset Management, LLC	$4.3M	49,796	+2,886	ADD
468	Coastal Bridge Advisors, LLC	$4.3M	49,754	+776	ADD
469	Sequoia Financial Advisors, LLC	$4.3M	49,485	−3,248	TRIM
470	Kintegral Advisory, LLC	$4.3M	48,998	−2,173	TRIM
471	Fisher Funds Management LTD	$4.3M	49,347	−6,425	TRIM
472	Global Wealth Management Investment Advisory, Inc.	$4.3M	49,113	+2,702	ADD
473	INTECH INVESTMENT MANAGEMENT LLC	$4.2M	48,973	+3,499	ADD
474	Morningstar Investment Management LLC	$4.2M	48,878	+4,556	ADD
475	Hamilton Point Investment Advisors, LLC	$4.2M	47,951	−22	TRIM
476	HEADINVEST, LLC	$4.2M	48,230	−202	TRIM
477	Hedeker Wealth, LLC	$4.1M	47,726	−2,861	TRIM
478	FIDUCIARY TRUST CO	$4.1M	47,522	+10,418	ADD
479	MEYER HANDELMAN CO	$4.1M	47,507	−20,287	TRIM
480	Saudi Central Bank	$4.1M	47,321	+47,321	NEW
481	Old North State Wealth Management, LLC	$4.1M	46,922	+2,849	ADD
482	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$4.1M	46,923	+2,555	ADD
483	Convergence Investment Partners, LLC	$4.1M	46,789	+21,196	ADD
484	W.G. Shaheen & Associates DBA Whitney & Co	$4.0M	46,261	+2,523	ADD
485	ADVISORTRUST PARTNERS, LLC	$4.0M	45,999	+3,478	ADD
486	JGP Wealth Management, LLC	$4.0M	45,952	−28,556	TRIM
487	Mattson Financial Services, LLC	$4.0M	45,928	−73	TRIM
488	44 WEALTH MANAGEMENT LLC	$4.0M	45,737	+26	ADD
489	Stonebridge Financial Group, LLC	$4.0M	45,613	+2,108	ADD
490	Mutual Advisors, LLC	$3.9M	45,543	+1,991	ADD
491	BERKSHIRE ASSET MANAGEMENT LLC/PA	$3.9M	45,234	−1,124	TRIM
492	Railway Pension Investments Ltd	$3.9M	45,200	0	NO CHANGE
493	FIRST NATIONAL TRUST CO	$3.9M	45,059	+858	ADD
494	First Pacific Financial	$3.9M	44,969	+917	ADD
495	BOYAR ASSET MANAGEMENT INC.	$3.9M	44,844	+38,649	ADD
496	Zhang Financial LLC	$3.9M	44,725	+9,311	ADD
497	Mubadala Investment Co PJSC	$3.8M	44,096	+44,096	NEW
498	COURIER CAPITAL LLC	$3.8M	44,080	+40	ADD
499	NovaPoint Capital, LLC	$3.8M	44,056	+2,930	ADD
500	Callan Family Office, LLC	$3.8M	43,831	+71	ADD

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

Congress ↔ notable managers · MDT

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 4 Julie Johnson D–TX-32, Kevin Hern R–OK-1, Richard McCormick R–GA-7, Tommy Tuberville R–AL $32K–$130K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $48.6M held
Trimming: 1 Bridgewater Associates $22.1M held

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

Merged timeline of congressional filings and notable-manager moves on MDT
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	SELL	$15K–$50K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+260,327 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−27,146 sh

7 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

54 members of Congress disclosed MDT — 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).