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 ↗

MCCORMICK & CO INC · COM NON VTG · quarter ended 2026-03-31 · 14 members disclosed MKC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 643 holders are listed, largest first: 643
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $9.7B
holders whose share count rose or who opened the position (new + add), by shares: 334
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 120

Holders — quarter ended 2026-03-31

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

13F holders of MKC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	21,273,771	+1,129,199	ADD
2	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$833M	16,522,728	0	NO CHANGE
3	VANGUARD CAPITAL MANAGEMENT LLC	$833M	16,512,212	—	NO PRIOR
4	STATE STREET CORP	$774M	15,345,206	+409,119	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$699M	13,864,616	—	NO PRIOR
6	Aristotle Capital Management, LLC	$639M	12,664,378	+8,848,235	ADD
7	Boston Partners	$222M	4,405,450	+4,405,450	NEW
8	Invesco Ltd.	$199M	3,941,387	−2,481,557	TRIM
9	MORGAN STANLEY	$193M	3,829,370	+49,915	ADD
10	NORTHERN TRUST CORP	$179M	3,550,165	+38,292	ADD
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$170M	3,365,989	+214,044	ADD
12	BANK OF AMERICA CORP /DE/	$170M	3,361,954	+59,849	ADD
13	FMR LLC	$139M	2,749,976	−2,036,936	TRIM
14	DIMENSIONAL FUND ADVISORS LP	$138M	2,726,914	+151,319	ADD
15	ProShare Advisors LLC	$127M	2,525,123	+164,320	ADD
16	Amundi	$102M	2,023,544	+850,343	ADD
17	Alyeska Investment Group, L.P.	$91.7M	1,817,198	+1,363,711	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$89.6M	1,776,986	+163,393	ADD
19	WELLS FARGO & COMPANY/MN	$87.1M	1,726,267	+80,549	ADD
20	Legal & General Group Plc	$81.2M	1,609,697	+9,229	ADD
21	BALYASNY ASSET MANAGEMENT L.P.	$79.5M	1,575,982	+566,493	ADD
22	FEDERATED HERMES, INC.	$74.2M	1,471,602	+1,249,170	ADD
23	VANGUARD FIDUCIARY TRUST CO	$72.0M	1,427,471	—	NO PRIOR
24	UBS Group AG	$70.6M	1,400,273	−488,351	TRIM
25	DEUTSCHE BANK AG\	$67.3M	1,334,516	+201,018	ADD
26	AMERICAN CENTURY COMPANIES INC	$65.9M	1,305,546	+268,201	ADD
27	AQR CAPITAL MANAGEMENT LLC	$54.6M	1,087,000	+780,611	ADD
28	ROYAL BANK OF CANADA	$54.0M	1,070,492	+531,538	ADD
29	CITADEL ADVISORS LLC	$52.5M	1,041,613	−1,126,600	TRIM
30	ENVESTNET ASSET MANAGEMENT INC	$52.1M	1,033,093	+222,223	ADD
31	FIL Ltd	$52.1M	1,032,994	−2,468	TRIM
32	RAYMOND JAMES FINANCIAL INC	$50.3M	996,819	+90,248	ADD
33	Pictet Asset Management Holding SA	$49.9M	990,202	−62,039	TRIM
34	Nuveen, LLC	$48.9M	968,629	−270,010	TRIM
35	Epoch Investment Partners, Inc.	$47.4M	939,542	+211,763	ADD
36	SEI INVESTMENTS CO	$40.8M	809,720	+375,471	ADD
37	Vest Financial, LLC	$39.2M	778,010	+58,750	ADD
38	FIRST TRUST ADVISORS LP	$38.1M	754,816	+121,524	ADD
39	Swiss National Bank	$37.5M	743,200	+49,300	ADD
40	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$36.4M	666,345	−91,207	TRIM
41	Ensign Peak Advisors, Inc	$36.1M	715,326	+110,688	ADD
42	DEPRINCE RACE & ZOLLO INC	$35.1M	694,914	+533,437	ADD
43	Eurizon Capital SGR S.p.A.	$34.3M	679,438	+607,764	ADD
44	NOMURA ASSET MANAGEMENT CO LTD	$33.2M	658,335	+42,264	ADD
45	Mitsubishi UFJ Asset Management Co., Ltd.	$32.8M	649,534	+42,495	ADD
46	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$32.3M	640,016	+354,063	ADD
47	Focus Partners Wealth	$28.6M	567,240	+88,942	ADD
48	CREDIT AGRICOLE S A	$28.5M	565,321	−176,106	TRIM
49	BENJAMIN EDWARDS INC	$28.3M	560,399	−88,469	TRIM
50	TD ASSET MANAGEMENT INC	$28.1M	557,699	−33,926	TRIM
51	Vanguard Global Advisers, LLC	$28.0M	555,909	—	NO PRIOR
52	Norinchukin Bank, The	$26.3M	522,157	+66,658	ADD
53	HSBC HOLDINGS PLC	$25.9M	512,501	−488,083	TRIM
54	VANGUARD ASSET MANAGEMENT, Ltd	$25.7M	508,536	—	NO PRIOR
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$25.6M	507,984	+417,657	ADD
56	REGIONS FINANCIAL CORP	$25.6M	507,547	+20,312	ADD
57	CITIGROUP INC	$25.1M	496,779	+190,520	ADD
58	TWO SIGMA INVESTMENTS, LP	$23.9M	472,860	−76,489	TRIM
59	STIFEL FINANCIAL CORP	$23.4M	463,388	−119,511	TRIM
60	ROYAL LONDON ASSET MANAGEMENT LTD	$22.7M	449,061	−318	TRIM
61	Mawer Investment Management Ltd.	$20.1M	397,975	−2,099	TRIM
62	&PARTNERS	$19.4M	387,233	+73,520	ADD
63	Swedbank AB	$18.9M	375,328	−244,570	TRIM
64	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$18.8M	372,194	+372,194	NEW
65	Covea Finance	$18.4M	365,664	−14,026	TRIM
66	SCHRODER INVESTMENT MANAGEMENT GROUP	$17.9M	332,812	+75,305	ADD
67	Qube Research & Technologies Ltd	$17.3M	343,396	+343,396	NEW
68	1832 Asset Management L.P.	$16.9M	334,587	+35,962	ADD
69	Corient Private Wealth LLC	$16.5M	327,763	−631,043	TRIM
70	ALLIANCEBERNSTEIN L.P.	$16.3M	238,644	−36,586	TRIM
71	TRILLIUM ASSET MANAGEMENT, LLC	$15.9M	307,275	−118,937	TRIM
72	ROCKLAND TRUST CO	$15.2M	301,091	+6,193	ADD
73	Van Cleef Asset Management,Inc	$15.2M	300,840	+16,084	ADD
74	PRINCIPAL FINANCIAL GROUP INC	$15.1M	298,593	+15,130	ADD
75	AVIVA PLC	$14.1M	280,013	+8,349	ADD
76	BROWN ADVISORY INC	$13.4M	265,389	−7,447	TRIM
77	BANK OF MONTREAL /CAN/	$12.9M	256,521	−32,410	TRIM
78	Leonteq Securities AG	$12.8M	252,810	+238,598	ADD
79	CRAWFORD INVESTMENT COUNSEL INC	$12.6M	249,401	+245,039	ADD
80	NS Partners Ltd	$12.0M	237,922	−13,289	TRIM
81	MILLENNIUM MANAGEMENT LLC	$12.0M	237,576	−1,680,943	TRIM
82	Y-Intercept (Hong Kong) Ltd	$11.9M	235,558	+235,558	NEW
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11.6M	230,652	0	NO CHANGE
84	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.6M	230,000	+120,000	ADD
85	STOREBRAND ASSET MANAGEMENT AS	$11.5M	227,117	—	NO PRIOR
86	ADAGE CAPITAL PARTNERS GP, L.L.C.	$11.4M	226,230	−2,400	TRIM
87	Aberdeen Group plc	$11.2M	222,335	+2,971	ADD
88	Korea Investment CORP	$11.2M	222,156	+39,400	ADD
89	Waverly Advisors, LLC	$11.1M	219,820	+3,657	ADD
90	Cerity Partners LLC	$11.1M	219,327	+83,889	ADD
91	Ceredex Value Advisors LLC	$10.8M	214,299	+214,299	NEW
92	LPL Financial LLC	$10.5M	207,954	−19,396	TRIM
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$10.3M	203,331	−49,848	TRIM
94	STANSBERRY ASSET MANAGEMENT, LLC	$9.9M	195,731	+195,731	NEW
95	Point72 Asset Management, L.P.	$9.8M	193,923	−1,830,227	TRIM
96	TUDOR INVESTMENT CORP ET AL	$9.7M	192,508	+192,508	NEW
97	FRANKLIN RESOURCES INC	$9.5M	189,206	−2,893,485	TRIM
98	FIFTH THIRD BANCORP	$9.5M	188,597	+71,903	ADD
99	FINANCIAL CONSULATE, INC	$9.3M	183,487	+78	ADD
100	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8.9M	175,664	+175,664	NEW
101	MACKENZIE FINANCIAL CORP	$8.9M	175,609	+26,014	ADD
102	HB Wealth Management, LLC	$8.8M	174,033	+55,242	ADD
103	Rockefeller Capital Management L.P.	$8.8M	173,924	−14,633	TRIM
104	BNP Paribas Asset Management Holding S.A.	$8.7M	171,665	−9,267	TRIM
105	Verition Fund Management LLC	$8.6M	171,271	+25,142	ADD
106	BLAIR WILLIAM & CO/IL	$8.6M	170,800	+20,938	ADD
107	APG Asset Management N.V.	$8.6M	196,499	−10,837	TRIM
108	COMMONWEALTH EQUITY SERVICES, LLC	$7.9M	156,803	+66,425	ADD
109	Osmosis Investment Management UK Ltd	$7.8M	154,274	−5,546	TRIM
110	XTX Topco Ltd	$7.8M	154,235	+154,235	NEW
111	GRIMES & Co WEALTH MANAGEMENT, LLC	$7.7M	152,148	+87,197	ADD
112	Asset Management One Co., Ltd.	$7.6M	150,812	−4,816	TRIM
113	SCOTIA CAPITAL INC.	$7.5M	149,436	−13,656	TRIM
114	Chevy Chase Trust Holdings, LLC	$7.3M	145,290	+1,698	ADD
115	Quantinno Capital Management LP	$6.9M	137,166	−69,053	TRIM
116	STATE OF WISCONSIN INVESTMENT BOARD	$6.8M	135,538	+4,632	ADD
117	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.7M	132,599	−15,403	TRIM
118	Schonfeld Strategic Advisors LLC	$6.7M	131,864	+131,864	NEW
119	CANADA PENSION PLAN INVESTMENT BOARD	$6.6M	130,309	+104,099	ADD
120	LAZARD ASSET MANAGEMENT LLC	$6.5M	128,304	−31,057	TRIM
121	Gotham Asset Management, LLC	$6.5M	128,281	−222,729	TRIM
122	Vanguard Investments Australia, Ltd.	$6.4M	126,229	—	NO PRIOR
123	PRUDENTIAL FINANCIAL INC	$6.4M	126,020	−1,587	TRIM
124	MATTERN CAPITAL MANAGEMENT, LLC	$6.2M	123,731	+6,002	ADD
125	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.9M	116,688	+116,688	NEW
126	Rodgers Brothers Inc.	$5.6M	110,878	+37,010	ADD
127	Resona Asset Management Co.,Ltd.	$5.6M	107,278	−1,147	TRIM
128	Swiss Life Asset Management Ltd	$5.5M	125,088	+53,738	ADD
129	Engineers Gate Manager LP	$5.5M	109,181	−838,133	TRIM
130	Meiji Yasuda Asset Management Co Ltd.	$5.3M	106,022	+11,759	ADD
131	Cresset Asset Management, LLC	$5.3M	104,811	+32,522	ADD
132	SOROS FUND MANAGEMENT LLC	$5.2M	102,761	+102,761	NEW
133	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.0M	98,194	+59,950	ADD
134	PRUDENTIAL PLC	$4.8M	96,015	+96,015	NEW
135	Creative Planning	$4.8M	95,156	+17,422	ADD
136	M&T BANK CORP	$4.8M	94,409	+24,186	ADD
137	Stratos Wealth Partners, LTD.	$4.7M	92,959	−9,291	TRIM
138	Numerai GP LLC	$4.7M	92,385	+71,079	ADD
139	INTACT INVESTMENT MANAGEMENT INC.	$4.6M	90,900	+16,000	ADD
140	OSAIC HOLDINGS, INC.	$4.5M	90,186	+12,913	ADD
141	Qsemble Capital Management, LP	$4.5M	88,694	+46,905	ADD
142	WELLINGTON MANAGEMENT GROUP LLP	$4.4M	87,837	−2,799,274	TRIM
143	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.3M	85,933	+75,922	ADD
144	HighTower Advisors, LLC	$4.3M	85,645	+22,789	ADD
145	Lansforsakringar Fondforvaltning AB (publ)	$4.3M	85,398	+2,395	ADD
146	State of New Jersey Common Pension Fund D	$4.3M	84,891	0	NO CHANGE
147	Wilmington Savings Fund Society, FSB	$4.2M	84,054	+1,781	ADD
148	Tredje AP-fonden	$4.2M	83,113	+83,113	NEW
149	CIBC Bancorp USA Inc.	$4.1M	81,019	—	NO PRIOR
150	DAVIS R M INC	$4.1M	80,883	+80,883	NEW
151	WESTWOOD HOLDINGS GROUP INC	$4.0M	80,277	−314	TRIM
152	Farringdon Capital, Ltd.	$4.0M	79,980	+79,980	NEW
153	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.0M	81,854	−22,208	TRIM
154	DAVENPORT & Co LLC	$3.8M	74,567	+3,985	ADD
155	Evelyn Partners Investment Management Services Ltd	$3.8M	74,378	0	NO CHANGE
156	TORONTO DOMINION BANK	$3.7M	74,272	−10,276	TRIM
157	IMC-Chicago, LLC	$3.7M	74,171	+62,441	ADD
158	Mirae Asset Global Investments Co., Ltd.	$3.7M	74,145	+12,891	ADD
159	DLK Investment Management, LLC	$3.6M	71,679	+3,886	ADD
160	Pathstone Holdings, LLC	$3.6M	71,586	+2,204	ADD
161	USS Investment Management Ltd	$3.6M	71,571	+8,802	ADD
162	DnB Asset Management AS	$3.5M	70,019	+1,202	ADD
163	Czech National Bank	$3.5M	69,063	+2,288	ADD
164	Arizona State Retirement System	$3.5M	68,821	−636	TRIM
165	HOWLAND CAPITAL MANAGEMENT LLC	$3.4M	66,419	−172,588	TRIM
166	Birch Hill Investment Advisors LLC	$3.3M	66,150	−510	TRIM
167	CIBC Asset Management Inc	$3.3M	65,282	+652	ADD
168	SPRING CAPITAL MANAGEMENT, LLC	$3.3M	65,088	−1,267	TRIM
169	Cetera Investment Advisers	$3.3M	64,654	−5,474	TRIM
170	Mariner, LLC	$3.2M	63,333	−2,267	TRIM
171	Savoir Faire Capital Management, L.P.	$3.2M	62,491	+1,587	ADD
172	Hilton Capital Management, LLC	$3.0M	59,900	+2,021	ADD
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.0M	59,071	+166	ADD
174	Weiss Asset Management LP	$3.0M	58,590	+58,590	NEW
175	ABN AMRO INVESTMENT SOLUTIONS	$2.9M	56,982	−792	TRIM
176	TRUIST FINANCIAL CORP	$2.8M	55,971	+4,409	ADD
177	Private Advisor Group, LLC	$2.7M	54,313	−2,692	TRIM
178	Retirement Systems of Alabama	$2.7M	53,849	−25	TRIM
179	SEB Asset Management AB	$2.7M	52,949	—	NO PRIOR
180	IFM Investors Pty Ltd	$2.7M	52,775	+2,925	ADD
181	Assenagon Asset Management S.A.	$2.6M	52,059	+41,257	ADD
182	VOYA INVESTMENT MANAGEMENT LLC	$2.6M	51,604	−629,980	TRIM
183	BOOTHBAY FUND MANAGEMENT, LLC	$2.6M	50,710	+46,621	ADD
184	NATIONAL BANK OF CANADA /FI/	$2.6M	50,603	−114,094	TRIM
185	ASR Vermogensbeheer N.V.	$2.5M	49,678	+2,258	ADD
186	Woodline Partners LP	$2.5M	49,656	+6,448	ADD
187	Candriam S.C.A.	$2.5M	49,637	+2,883	ADD
188	GROUP ONE TRADING LLC	$2.5M	48,635	+46,770	ADD
189	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.4M	48,482	+25,811	ADD
190	BANK OF NOVA SCOTIA TRUST CO	$2.4M	48,330	+528	ADD
191	CAXTON ASSOCIATES LLP	$2.4M	48,255	+48,255	NEW
192	Vontobel Holding Ltd.	$2.4M	47,408	+1,058	ADD
193	CWM, LLC	$2.4M	47,077	+17,786	ADD
194	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.4M	46,969	−2,286,033	TRIM
195	Caitong International Asset Management Co., Ltd	$2.3M	45,216	+43,212	ADD
196	Man Group plc	$2.2M	43,387	+4,487	ADD
197	FIRST MANHATTAN CO. LLC.	$2.2M	43,237	−6,128	TRIM
198	American Trust Investment Advisors, LLC	$2.2M	43,210	+43,210	NEW
199	Oak Thistle LLC	$2.2M	43,179	+43,179	NEW
200	Daiwa Securities Group Inc.	$2.2M	43,058	+2,111	ADD
201	MERCER GLOBAL ADVISORS INC /ADV	$2.2M	42,975	+12,404	ADD
202	EagleClaw Capital Managment, LLC	$2.1M	42,535	+4,340	ADD
203	XPONANCE LLC	$2.1M	41,891	+578	ADD
204	Utah Retirement Systems	$2.1M	41,476	0	NO CHANGE
205	CIDEL ASSET MANAGEMENT INC	$2.1M	41,138	+12,085	ADD
206	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	40,807	+7,936	ADD
207	Rakuten Investment Management, Inc.	$2.0M	37,618	+4,304	ADD
208	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.0M	39,439	+1,345	ADD
209	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.0M	38,830	+1,420	ADD
210	PANAGORA ASSET MANAGEMENT INC	$1.9M	38,605	0	NO CHANGE
211	AXQ CAPITAL, LP	$1.9M	37,947	+37,947	NEW
212	Palisade Asset Management, LLC	$1.9M	37,943	−21	TRIM
213	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	37,785	+979	ADD
214	L. Roy Papp & Associates, LLP	$1.9M	37,402	−640	TRIM
215	Aquatic Capital Management LLC	$1.9M	36,734	+36,734	NEW
216	Sone Capital Management, LLC	$1.9M	36,725	+36,725	NEW
217	NEOS Investment Management LLC	$1.8M	36,295	+4,718	ADD
218	Tidal Investments LLC	$1.8M	36,032	+8,348	ADD
219	New Age Alpha Advisors, LLC	$1.8M	35,755	−1,447	TRIM
220	BANK OF NOVA SCOTIA	$1.8M	35,305	−4,316	TRIM
221	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.8M	35,223	+770	ADD
222	UniSuper Management Pty Ltd	$1.8M	35,174	−193	TRIM
223	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.8M	34,898	−9,931	TRIM
224	Avanza Fonder AB	$1.7M	34,604	−537	TRIM
225	Centiva Capital, LP	$1.7M	34,076	+34,076	NEW
226	Beacon Pointe Advisors, LLC	$1.7M	33,978	+20,038	ADD
227	TWINBEECH CAPITAL LP	$1.7M	33,411	+33,411	NEW
228	Atria Investments, Inc	$1.7M	33,329	+6,680	ADD
229	Janus Henderson Group Ltd.	$1.7M	32,990	+13,366	ADD
230	US BANCORP \DE\	$1.6M	32,638	−57,528	TRIM
231	AZZAD ASSET MANAGEMENT INC /ADV	$1.6M	32,504	−791	TRIM
232	PARK CIRCLE Co	$1.6M	32,485	+15,635	ADD
233	Legacy Financial Strategies, LLC	$1.6M	32,448	−22	TRIM
234	Dakota Wealth Management	$1.6M	32,015	−8,936	TRIM
235	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.6M	31,329	+1,529	ADD
236	KCM INVESTMENT ADVISORS LLC	$1.5M	29,901	−329	TRIM
237	Hudson Bay Capital Management LP	$1.5M	29,836	−69,799	TRIM
238	Steward Partners Investment Advisory, LLC	$1.5M	29,290	+7,925	ADD
239	Rockingstone Advisors LLC	$1.5M	29,162	−590	TRIM
240	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.5M	29,113	+100	ADD
241	NORDEA INVESTMENT MANAGEMENT AB	$1.4M	28,215	+927	ADD
242	FIDUCIARY TRUST CO	$1.4M	27,620	−2,396	TRIM
243	LETSON INVESTMENT MANAGEMENT, INC.	$1.4M	27,445	0	NO CHANGE
244	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.4M	26,982	−218	TRIM
245	MAI Capital Management	$1.4M	26,980	−3,564	TRIM
246	Nicholson Wealth Management Group, LLC	$1.4M	26,890	−105	TRIM
247	Summit Financial, LLC	$1.3M	26,337	+20,349	ADD
248	Robertson Stephens Wealth Management, LLC	$1.3M	26,220	+2,113	ADD
249	Verdence Capital Advisors LLC	$1.3M	26,199	−1,704	TRIM
250	Westhampton Capital, LLC	$1.3M	25,850	0	NO CHANGE
251	D.A. DAVIDSON & CO.	$1.3M	25,726	+1,578	ADD
252	Zurich Insurance Group Ltd/FI	$1.3M	25,700	0	NO CHANGE
253	Prosperity Consulting Group, LLC	$1.3M	25,677	−4,829	TRIM
254	OP Asset Management Ltd	$1.3M	25,235	—	NO PRIOR
255	GUGGENHEIM CAPITAL LLC	$1.3M	25,215	+428	ADD
256	ICW Investment Advisors LLC	$1.3M	24,948	+1,080	ADD
257	Tower Research Capital LLC (TRC)	$1.2M	24,604	+17,759	ADD
258	TOTH FINANCIAL ADVISORY CORP	$1.2M	23,999	−7,075	TRIM
259	Investment Management Corp of Ontario	$1.2M	23,785	+1,000	ADD
260	Marshall Financial Group, LLC	$1.2M	23,414	−72	TRIM
261	JOHNSON INVESTMENT COUNSEL INC	$1.2M	23,392	−3,649	TRIM
262	Taylor Frigon Capital Management LLC	$1.2M	23,298	−739	TRIM
263	Vanguard Personalized Indexing Management, LLC	$1.2M	23,174	−2,675	TRIM
264	Bridgewater Associates, LP	$1.2M	23,137	−51,439	TRIM
265	Arax Advisory Partners	$1.1M	22,470	+18,865	ADD
266	INTECH INVESTMENT MANAGEMENT LLC	$1.1M	22,356	−3,582	TRIM
267	Sanctuary Advisors, LLC	$1.1M	22,328	−4,316	TRIM
268	Empowered Funds, LLC	$1.1M	21,878	+21,878	NEW
269	NewEdge Advisors, LLC	$1.1M	21,792	+21,792	NEW
270	Penobscot Investment Management Company, Inc.	$1.1M	21,536	−2,250	TRIM
271	Summit Trail Advisors, LLC	$1.1M	21,298	+7,512	ADD
272	MACQUARIE GROUP LTD	$1.1M	21,369	−14,418	TRIM
273	ALPINE WOODS CAPITAL INVESTORS, LLC	$1.1M	20,900	+20,900	NEW
274	AustralianSuper Pty Ltd	$1.0M	20,435	0	NO CHANGE
275	Scott & Selber, Inc.	$1.0M	20,366	+9	ADD
276	HAMEL ASSOCIATES, INC.	$1.0M	20,225	+8,100	ADD
277	Kestra Advisory Services, LLC	$1.0M	20,185	−1,026	TRIM
278	Clearstead Advisors, LLC	$1.0M	20,037	−22	TRIM
279	Taproot Management LP	$1.0M	20,002	−60,001	TRIM
280	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.0M	19,841	+6,919	ADD
281	YHB Investment Advisors, Inc.	$995K	19,724	−9,023	TRIM
282	WELCH & FORBES LLC	$985K	19,531	+2,358	ADD
283	Pacific Point Advisors, LLC	$981K	19,444	−338	TRIM
284	Blueshift Asset Management, LLC	$962K	19,067	+19,067	NEW
285	Lido Advisors, LLC	$960K	19,023	−3,806	TRIM
286	TriaGen Wealth Management LLC	$958K	19,000	0	NO CHANGE
287	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$955K	18,926	+222	ADD
288	Federation des caisses Desjardins du Quebec	$946K	18,755	+3,601	ADD
289	U.S. Capital Wealth Advisors, LLC	$939K	18,614	+6,474	ADD
290	Walleye Capital LLC	$927K	18,377	+17,317	ADD
291	AIGEN INVESTMENT MANAGEMENT, LP	$881K	17,475	+17,475	NEW
292	Western Wealth Management, LLC	$879K	17,426	+17,426	NEW
293	WBH ADVISORY INC	$862K	17,813	−2,013	TRIM
294	JGP Wealth Management, LLC	$851K	16,881	+29	ADD
295	LifeGuide Financial Advisors, LLC	$845K	16,762	+119	ADD
296	17 CAPITAL PARTNERS, LLC	$844K	16,736	+16,736	NEW
297	NOMURA HOLDINGS INC	$830K	16,451	+11,763	ADD
298	Walleye Trading LLC	$827K	16,391	+16,391	NEW
299	Inspire Advisors, LLC	$823K	16,317	−321	TRIM
300	BALDWIN WEALTH PARTNERS LLC/MA	$821K	16,271	−3,935	TRIM
301	B. Metzler seel. Sohn & Co. AG	$795K	15,753	−33,854	TRIM
302	Polymer Capital Management (US) LLC	$792K	15,710	−972	TRIM
303	Crossmark Global Holdings, Inc.	$783K	15,530	—	NO PRIOR
304	Haverford Trust Co	$779K	15,444	−7,233	TRIM
305	PFG Investments, LLC	$775K	15,360	−451	TRIM
306	Alliance Wealth Advisors, LLC /UT	$775K	15,357	−8,428	TRIM
307	MIZUHO SECURITIES USA LLC	$773K	15,330	−3,109	TRIM
308	Hardworking Capital Advisors, LLC	$767K	15,202	+2,184	ADD
309	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$766K	15,182	+247	ADD
310	Rafferty Asset Management, LLC	$765K	15,175	−6,033	TRIM
311	Moors & Cabot, Inc.	$759K	15,055	+11,890	ADD
312	Focus Partners Advisor Solutions, LLC	$755K	14,967	+3,516	ADD
313	Concurrent Investment Advisors, LLC	$743K	14,731	+4,965	ADD
314	Allianz Asset Management GmbH	$722K	14,323	+85	ADD
315	MML INVESTORS SERVICES, LLC	$716K	14,205	−77	TRIM
316	EVENTIDE ASSET MANAGEMENT, LLC	$711K	13,230	+709	ADD
317	iSAM Funds (UK) Ltd	$710K	14,078	−7,516	TRIM
318	TD Waterhouse Canada Inc.	$704K	14,563	+10,852	ADD
319	Ipswich Investment Management Co., Inc.	$701K	13,896	−50	TRIM
320	Atlantic Union Bankshares Corp	$687K	13,616	−715	TRIM
321	Calamos Advisors LLC	$686K	13,607	+13,607	NEW
322	Calamos Wealth Management LLC	$686K	13,607	+13,607	NEW
323	Jefferies Financial Group Inc.	$673K	13,350	+13,350	NEW
324	Ironvine Capital Partners, LLC	$666K	13,200	0	NO CHANGE
325	Roehl & Yi Investment Advisors, LLC	$658K	13,045	+6,606	ADD
326	Metis Global Partners, LLC	$649K	12,872	−1,318	TRIM
327	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$642K	12,725	+12,725	NEW
328	Robinson Value Management, Ltd.	$631K	12,500	0	NO CHANGE
329	OneDigital Investment Advisors LLC	$628K	12,455	−1,102	TRIM
330	Maryland State Retirement & Pension System	$623K	12,356	0	NO CHANGE
331	HANCOCK WHITNEY CORP	$621K	12,218	+152	ADD
332	Morningstar Investment Management LLC	$621K	12,302	+3,731	ADD
333	Bayesian Capital Management, LP	$620K	12,300	+12,300	NEW
334	WEALTHEDGE INVESTMENT ADVISORS, LLC	$620K	12,297	+12,297	NEW
335	First Pacific Financial	$614K	12,165	+321	ADD
336	Merit Financial Group, LLC	$612K	12,143	+2,947	ADD
337	Savvy Advisors, Inc.	$612K	12,126	+1,450	ADD
338	Brookstone Capital Management	$609K	12,070	+963	ADD
339	TICINO WEALTH	$597K	10,881	+180	ADD
340	FIRST NATIONAL TRUST CO	$592K	11,732	0	NO CHANGE
341	ARMSTRONG HENRY H ASSOCIATES INC	$588K	11,663	+65	ADD
342	OMERS ADMINISTRATION Corp	$583K	11,565	+2,533	ADD
343	UMB Bank, n.a.	$577K	11,434	−716	TRIM
344	AE Wealth Management LLC	$555K	11,006	+7,935	ADD
345	CFS Investment Advisory Services, LLC	$553K	10,185	−3,094	TRIM
346	Ashton Thomas Private Wealth, LLC	$551K	10,926	+407	ADD
347	OPPENHEIMER & CO INC	$551K	10,926	+3,867	ADD
348	Robeco Institutional Asset Management B.V.	$545K	10,798	+10,798	NEW
349	Elo Mutual Pension Insurance Co	$543K	10,775	+10,775	NEW
350	Atom Investors LP	$540K	10,699	+10,699	NEW
351	Kintegral Advisory, LLC	$537K	10,647	−472	TRIM
352	PFW Advisors LLC	$535K	10,601	+84	ADD
353	Argyle Capital Management, LLC	$532K	10,550	0	NO CHANGE
354	MUFG Securities EMEA plc	$524K	10,385	0	NO CHANGE
355	Ridgewood Investments LLC	$511K	10,125	—	NO PRIOR
356	BECKER CAPITAL MANAGEMENT INC	$510K	10,107	+97	ADD
357	Magnetar Financial LLC	$508K	9,449	+9,449	NEW
358	Dai-ichi Life Insurance Company, Ltd	$504K	9,996	−786	TRIM
359	Allspring Global Investments Holdings, LLC	$499K	10,306	+10	ADD
360	VestGen Advisors, LLC	$496K	10,583	+1,247	ADD
361	Advisory Advocates, LLC	$495K	9,813	—	NO PRIOR
362	Elmwood Wealth Management, Inc.	$495K	9,810	−419	TRIM
363	NORDEN GROUP LLC	$494K	9,788	+1,066	ADD
364	Dynamic Advisor Solutions LLC	$489K	9,695	−985	TRIM
365	United Asset Strategies, Inc.	$487K	9,656	+9,656	NEW
366	ALLIANZ SE	$487K	9,654	+9,654	NEW
367	Wealthspire Advisors, LLC	$482K	9,565	+6,451	ADD
368	LBP AM SA	$479K	9,500	+4,000	ADD
369	Allworth Financial LP	$476K	9,441	+348	ADD
370	COMMERCE BANK	$474K	9,401	+1,286	ADD
371	COLDSTREAM CAPITAL MANAGEMENT INC	$472K	9,367	−570	TRIM
372	Saudi Central Bank	$471K	9,347	+9,347	NEW
373	Composition Wealth, LLC	$471K	9,343	−2,385	TRIM
374	Diversified Enterprises, LLC	$466K	9,237	+9,237	NEW
375	WBI INVESTMENTS, LLC	$465K	9,209	+9,209	NEW
376	Hennion & Walsh Asset Management, Inc.	$463K	9,173	−4,689	TRIM
377	QUADRANT CAPITAL GROUP LLC	$458K	9,081	−1,078	TRIM
378	Wealthfront Advisers LLC	$457K	9,068	−12,012	TRIM
379	NAPLES GLOBAL ADVISORS, LLC	$456K	9,046	+590	ADD
380	Global X Japan Co., Ltd.	$456K	9,031	+612	ADD
381	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$454K	9,000	0	NO CHANGE
382	BDFS Capital LLC	$452K	8,956	+558	ADD
383	Hilltop Holdings Inc.	$447K	8,855	−1,741	TRIM
384	KFG WEALTH MANAGEMENT, LLC	$446K	8,849	+919	ADD
385	Coastal Bridge Advisors, LLC	$445K	8,819	+221	ADD
386	Portside Wealth Group, LLC	$442K	8,759	+785	ADD
387	Revisor Wealth Management LLC	$441K	8,669	+1,102	ADD
388	Evercore Wealth Management, LLC	$439K	8,702	0	NO CHANGE
389	Brevan Howard Capital Management LP	$437K	8,670	+8,670	NEW
390	Empirical Finance, LLC	$433K	8,593	−8	TRIM
391	Empower Advisory Group, LLC	$426K	8,438	+99	ADD
392	LOWE BROCKENBROUGH & CO INC	$423K	8,394	−23	TRIM
393	Optiver Holding B.V.	$421K	8,337	+8,129	ADD
394	Redmond Asset Management, LLC	$420K	8,330	−100	TRIM
395	Jacobi Capital Management LLC	$419K	8,306	+1,685	ADD
396	Connecticut Wealth Management, LLC	$419K	8,306	−19	TRIM
397	TOKIO MARINE ASSET MANAGEMENT CO LTD	$417K	8,267	−1,500	TRIM
398	Callan Family Office, LLC	$413K	8,192	+3,448	ADD
399	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$409K	8,115	+23	ADD
400	QRG CAPITAL MANAGEMENT, INC.	$404K	8,010	−1,521	TRIM
401	Independent Advisor Alliance	$403K	7,981	−1,379	TRIM
402	Snowden Capital Advisors LLC	$400K	7,938	+2,601	ADD
403	Nautilus Advisors LLC	$399K	7,906	−22	TRIM
404	Lombard Odier Asset Management (Switzerland) SA	$394K	7,808	+7,808	NEW
405	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$393K	7,784	−7	TRIM
406	SC&H Financial Advisors, Inc.	$390K	7,737	0	NO CHANGE
407	Glenview Trust Co	$386K	7,653	+5	ADD
408	Laird Norton Wetherby Trust Company, LLC	$380K	7,533	−3,352	TRIM
409	INCEPTIONR LLC	$379K	7,523	+7,523	NEW
410	Chicago Capital, LLC	$374K	7,420	−150	TRIM
411	North Dakota State Investment Board	$373K	7,402	−1,281	TRIM
412	Joel Isaacson & Co., LLC	$367K	7,275	+831	ADD
413	Frederick Financial Consultants, LLC	$361K	7,159	−543	TRIM
414	Berman McAleer LLC	$354K	7,017	−2,000	TRIM
415	Kuhn & Co Investment Counsel	$354K	7,009	0	NO CHANGE
416	Bryn Mawr Trust Advisors, LLC	$353K	7,002	−1,814	TRIM
417	SECURIAN ASSET MANAGEMENT, INC	$345K	6,844	0	NO CHANGE
418	GROUPAMA ASSET MANAGMENT	$340K	6,750	0	NO CHANGE
419	Squarepoint Ops LLC	$340K	6,741	−8	TRIM
420	First Affirmative Financial Network	$338K	6,697	—	NO PRIOR
421	PRINCIPAL SECURITIES, INC.	$333K	6,594	−461	TRIM
422	Kingsview Wealth Management, LLC	$330K	6,541	+2,890	ADD
423	Apollon Wealth Management, LLC	$329K	6,517	+6,517	NEW
424	JMAC ENTERPRISES LLC	$328K	6,500	0	NO CHANGE
425	MONETA GROUP INVESTMENT ADVISORS LLC	$327K	6,479	+3	ADD
426	CHOREO, LLC	$325K	6,436	+1,241	ADD
427	Capital Investment Advisory Services, LLC	$323K	6,406	−97	TRIM
428	Tyche Wealth Partners LLC	$318K	6,307	+917	ADD
429	Vident Advisory, LLC	$315K	6,245	−1,468	TRIM
430	Evelyn Partners Investment Management LLP	$314K	6,220	0	NO CHANGE
431	Caldwell Trust Co	$314K	6,218	0	NO CHANGE
432	LECAP ASSET MANAGEMENT LTD	$308K	6,111	+6,111	NEW
433	Sequoia Financial Advisors, LLC	$304K	6,024	−1,990	TRIM
434	Curi Capital, LLC	$302K	5,985	+1,946	ADD
435	Beacon Bank & Trust	$302K	5,979	+5,979	NEW
436	Orion Investment Co	$301K	5,970	−20	TRIM
437	AlphaCore Capital LLC	$301K	5,960	−191	TRIM
438	Alan B Lancz & Associates, Inc.	$300K	5,950	−500	TRIM
439	Larson Financial Group LLC	$300K	5,943	+308	ADD
440	EP Wealth Advisors, LLC	$290K	5,743	+973	ADD
441	HFR Wealth Management, LLC	$288K	5,715	−3,200	TRIM
442	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$283K	5,609	—	NO PRIOR
443	CAPSTONE INVESTMENT ADVISORS, LLC	$282K	5,600	−1,721	TRIM
444	Manchester Capital Management LLC	$279K	5,527	−107	TRIM
445	Chicago Partners Investment Group LLC	$278K	5,408	+5,408	NEW
446	CERTIOR FINANCIAL GROUP, LLC	$277K	5,485	+332	ADD
447	PINNACLE ASSOCIATES LTD	$275K	5,456	−151	TRIM
448	Aptus Capital Advisors, LLC	$272K	5,393	−1,650	TRIM
449	William Allan Corp	$267K	5,300	−30	TRIM
450	111 Capital	$264K	5,243	+5,243	NEW
451	Sovereign Financial Group, Inc.	$262K	5,189	+562	ADD
452	Perigon Wealth Management, LLC	$261K	5,182	+5,182	NEW
453	EXCHANGE TRADED CONCEPTS, LLC	$261K	5,170	−9,778	TRIM
454	Aurora Investment Counsel	$260K	5,156	−205	TRIM
455	First Command Advisory Services, Inc.	$258K	5,115	+5,115	NEW
456	Wedmont Private Capital	$257K	5,087	+5,087	NEW
457	Sigma Planning Corp	$257K	5,086	−307	TRIM
458	Beacon Harbor Wealth Advisors, Inc.	$257K	5,086	0	NO CHANGE
459	Orion Porfolio Solutions, LLC	$255K	5,062	−3,720	TRIM
460	Cornell Pochily Investment Advisors, Inc.	$253K	5,011	+668	ADD
461	BAYSHORE ASSET MANAGEMENT, LLC	$252K	5,002	+2	ADD
462	Rossmore Private Capital	$252K	5,000	0	NO CHANGE
463	R Squared Ltd	$251K	4,981	+4,981	NEW
464	FOUNDERS FINANCIAL SECURITIES LLC	$249K	4,843	+4	ADD
465	Carnegie Investment Counsel	$248K	4,925	0	NO CHANGE
466	Hummer Financial Advisory Services Inc	$242K	4,800	0	NO CHANGE
467	TCV Trust & Wealth Management, Inc.	$241K	4,780	+4,780	NEW
468	Clark Capital Management Group, Inc.	$237K	4,702	0	NO CHANGE
469	CAMBIENT FAMILY OFFICE, LLC	$235K	4,668	+75	ADD
470	TEMA ETFS LLC	$234K	4,632	+21	ADD
471	Third View Private Wealth, LLC	$229K	4,540	+4,540	NEW
472	Focus Financial Network, Inc.	$228K	4,530	0	NO CHANGE
473	KMG FIDUCIARY PARTNERS, LLC	$228K	4,520	−7	TRIM
474	STRATEGY ASSET MANAGERS LLC	$228K	4,512	+1,399	ADD
475	Kinloch Capital, LLC	$226K	4,471	+4,471	NEW
476	Meiji Yasuda Life Insurance Co	$225K	4,470	+4,470	NEW
477	Covenant Asset Management, LLC	$223K	4,430	0	NO CHANGE
478	STEPHENS INC /AR/	$222K	4,083	−1,129	TRIM
479	Savant Capital, LLC	$221K	4,375	+462	ADD
480	Dorato Capital Management	$220K	4,353	0	NO CHANGE
481	Essex Financial Services, Inc.	$219K	4,339	−623	TRIM
482	BSW Wealth Partners	$217K	4,306	+880	ADD
483	Vise Technologies, Inc.	$217K	3,184	0	NO CHANGE
484	PERSONAL CFO SOLUTIONS, LLC	$215K	4,266	+4,266	NEW
485	SANDERS MORRIS HARRIS LLC	$215K	4,260	+4,260	NEW
486	DV Trading LLC	$211K	4,191	+4,191	NEW
487	RFG - Bristol Wealth Advisors, LLC	$210K	4,155	−660	TRIM
488	Bigelow Investment Advisors, LLC	$209K	4,149	−480	TRIM
489	Prospera Financial Services Inc	$208K	4,119	−491	TRIM
490	Delta Global Management LP	$207K	4,112	+4,112	NEW
491	FLPUTNAM INVESTMENT MANAGEMENT CO	$207K	4,100	−1,587	TRIM
492	Krilogy Financial LLC	$204K	3,832	+3,832	NEW
493	Meeder Advisory Services, Inc.	$203K	4,032	−1,478	TRIM
494	Cassaday & Co Wealth Management LLC	$203K	4,027	+4	ADD
495	PAX Financial Group, LLC	$201K	3,989	−1,243	TRIM
496	Impact Partnership Wealth, LLC	$201K	3,988	−1,034	TRIM
497	Ballentine Partners, LLC	$201K	3,979	+428	ADD
498	Wellington Grp LLC	$200K	3,968	—	NO PRIOR
499	Siemens Fonds Invest GmbH	$185K	3,660	+189	ADD
500	DELTA ASSET MANAGEMENT LLC/TN	$184K	3,640	+1,600	ADD

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

Congress ↔ notable managers · MKC

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

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Soros Fund Management, Caxton Associates $17.3M held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $7.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MCCORMICK & CO INC

Merged timeline of congressional filings and notable-manager moves on MKC
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+192,508 sh
2026-05-15	Soros Fund Management 13F	NEW	+102,761 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−222,729 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−51,439 sh
2026-05-14	Caxton Associates 13F	NEW	+48,255 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

14 members of Congress disclosed MKC — 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).