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 ↗

MARATHON PETE CORP · COM · quarter ended 2026-03-31 · 20 members disclosed MPC ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,561 holders are listed, largest first
1,561
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$48.6B
holders whose share count rose or who opened the position (new + add), by shares
735
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
129
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of MPC ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$6.0B24,394,842+1,969,621ADD
2VANGUARD CAPITAL MANAGEMENT LLC$4.7B19,170,094—NO PRIOR
3STATE STREET CORP$4.6B19,025,020+1,090,693ADD
4VANGUARD PORTFOLIO MANAGEMENT LLC$3.8B15,672,113—NO PRIOR
5GEODE CAPITAL MANAGEMENT, LLC$1.9B7,821,524+52,055ADD
6MORGAN STANLEY$1.5B6,073,543−10,342TRIM
7RAYMOND JAMES FINANCIAL INC$1.4B5,773,769−41,265TRIM
8Boston Partners$1.4B5,649,204−470,511TRIM
9WELLINGTON MANAGEMENT GROUP LLP$1.4B5,637,187−1,566,349TRIM
10FMR LLC$1.2B4,911,081+1,439,068ADD
11Bank of New York Mellon Corp$965M3,953,318−457,896TRIM
12NORTHERN TRUST CORP$776M3,176,869−112,697TRIM
13DIMENSIONAL FUND ADVISORS LP$754M3,087,982−260,288TRIM
14Invesco Ltd.$691M2,828,645+228,454ADD
15HARRIS ASSOCIATES L P$685M2,805,972−1,225,990TRIM
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$666M2,729,389−88,972TRIM
17BANK OF AMERICA CORP /DE/$634M2,595,084+40,124ADD
18AMERIPRISE FINANCIAL INC$543M2,224,185−24,769TRIM
19Amundi$465M1,905,379+48,675ADD
20Allianz Asset Management GmbH$415M1,699,648+148,252ADD
21UBS Group AG$409M1,674,455+405,584ADD
22Legal & General Group Plc$406M1,661,076−53,031TRIM
23VANGUARD FIDUCIARY TRUST CO$406M1,660,886—NO PRIOR
24Capital Wealth Planning, LLC$401M1,641,315+143,191ADD
25US BANCORP \DE\$378M1,548,556−58,455TRIM
26TWO SIGMA INVESTMENTS, LP$372M1,524,286+636,752ADD
27PRINCIPAL FINANCIAL GROUP INC$371M1,519,520−134,952TRIM
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$316M1,292,803+571ADD
29CANADA PENSION PLAN INVESTMENT BOARD$274M1,121,573−161,584TRIM
30DEUTSCHE BANK AG\$273M1,118,979+95,609ADD
31Nuveen, LLC$240M984,658+182,914ADD
32National Pension Service$225M922,880+922,880NEW
33Swiss National Bank$215M882,166+49,000ADD
34ROYAL BANK OF CANADA$210M858,218−26,040TRIM
35BARCLAYS PLC$207M847,725+175,911ADD
36WELLS FARGO & COMPANY/MN$201M822,854+79,826ADD
37Vanguard Global Advisers, LLC$171M701,104—NO PRIOR
38Mitsubishi UFJ Asset Management Co., Ltd.$165M674,813+36,290ADD
39VOYA INVESTMENT MANAGEMENT LLC$158M648,617−10,063TRIM
40Sumitomo Mitsui Trust Group, Inc.$157M643,815−42,691TRIM
41FIFTH THIRD BANCORP$146M597,811+67,583ADD
42VANGUARD ASSET MANAGEMENT, Ltd$139M568,369—NO PRIOR
43Mariner, LLC$135M553,551+1,477ADD
44PANAGORA ASSET MANAGEMENT INC$135M551,934+410,318ADD
45CITIGROUP INC$132M538,558+101,101ADD
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$131M536,842−48,765TRIM
47BANK OF MONTREAL /CAN/$129M528,471+12,960ADD
48AustralianSuper Pty Ltd$120M489,549+16,099ADD
49HSBC HOLDINGS PLC$119M489,177−605,441TRIM
50AQR CAPITAL MANAGEMENT LLC$106M432,606+23,166ADD
51MILLENNIUM MANAGEMENT LLC$105M431,939+288,583ADD
52LPL Financial LLC$104M424,342+13,270ADD
53VICTORY CAPITAL MANAGEMENT INC$103M422,686−633,211TRIM
54Holocene Advisors, LP$101M414,134+414,134NEW
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$100M410,459+376,721ADD
56Empyrean Capital Partners, LP$97.2M398,100−38,400TRIM
57FRANKLIN RESOURCES INC$97.2M397,906+175,954ADD
58FEDERATED HERMES, INC.$94.6M387,301+177,983ADD
59Squarepoint Ops LLC$90.2M369,453+215,324ADD
60ENVESTNET ASSET MANAGEMENT INC$89.3M365,720+84,355ADD
61Robeco Institutional Asset Management B.V.$86.1M352,477+118,047ADD
62Korea Investment CORP$78.8M322,515+12,294ADD
63Calamos Advisors LLC$77.9M319,159+5,955ADD
64Merewether Investment Management, LP$75.8M310,500+310,500NEW
65O'SHAUGHNESSY ASSET MANAGEMENT, LLC$67.6M277,003+567ADD
66FIRST TRUST ADVISORS LP$67.5M276,483+146,512ADD
67AVIVA PLC$66.1M270,621+9,637ADD
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$65.7M269,221−9,297TRIM
69BANK OF NOVA SCOTIA$62.5M255,892+50,194ADD
70Rockefeller Capital Management L.P.$61.1M250,288−34,575TRIM
71ALLIANCEBERNSTEIN L.P.$60.1M369,572−15,967TRIM
72HM PAYSON & CO$59.9M245,189−57,781TRIM
73ADAGE CAPITAL PARTNERS GP, L.L.C.$58.4M239,260+67,900ADD
74TEACHER RETIREMENT SYSTEM OF TEXAS$58.4M239,138+23,145ADD
75Mitsubishi UFJ Trust & Banking Corp$56.8M232,502−46,232TRIM
76PRUDENTIAL FINANCIAL INC$54.2M221,959+58,658ADD
77HighTower Advisors, LLC$53.9M220,725+10,291ADD
78REAVES W H & CO INC$53.9M220,615+53,615ADD
79MEYER HANDELMAN CO$53.6M219,428−8,257TRIM
80Pictet Asset Management Holding SA$52.1M213,545+50,521ADD
81CIBC WORLD MARKET INC.$51.4M210,483−3,368TRIM
82Cerity Partners LLC$50.0M204,679+7,089ADD
83Quantinno Capital Management LP$49.8M203,952+28,273ADD
84CITADEL ADVISORS LLC$49.3M202,060−710,192TRIM
85Steward Partners Investment Advisory, LLC$48.5M198,565+48,218ADD
86DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$47.5M194,474−84,958TRIM
87SEI INVESTMENTS CO$45.4M185,858−7,211TRIM
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.6M182,661−27,422TRIM
89Recurrent Investment Advisors LLC$44.2M180,958−100,673TRIM
90Creative Planning$43.9M179,910+6,395ADD
91NISA INVESTMENT ADVISORS, LLC$43.4M177,731−6,354TRIM
92Universal- Beteiligungs- und Servicegesellschaft mbH$42.9M176,389−11,940TRIM
93ROYAL LONDON ASSET MANAGEMENT LTD$42.1M172,574−5,634TRIM
94NFJ INVESTMENT GROUP, LLC$41.1M168,342+10,566ADD
95Zurcher Kantonalbank (Zurich Cantonalbank)$40.7M166,510+166,510NEW
96ARS Investment Partners, LLC$40.4M165,648+65,599ADD
97Ensign Peak Advisors, Inc$39.9M163,607+10,420ADD
98STATE OF WISCONSIN INVESTMENT BOARD$39.3M160,897−33,129TRIM
99KAYNE ANDERSON CAPITAL ADVISORS LP$39.1M159,988+159,988NEW
100AMERICAN CENTURY COMPANIES INC$37.7M154,450+20,722ADD
101Chevy Chase Trust Holdings, LLC$36.5M149,672−7,428TRIM
102TODD ASSET MANAGEMENT LLC$35.9M147,018+145,122ADD
103CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$34.9M142,800+60,300ADD
104Man Group plc$34.7M142,248−426,542TRIM
105STIFEL FINANCIAL CORP$34.4M140,749−31,858TRIM
106Vanguard Investments Australia, Ltd.$34.3M140,267—NO PRIOR
107Nippon Life Global Investors Americas, Inc.$33.7M137,820+23,570ADD
108Qube Research & Technologies Ltd$33.5M137,265−1,440,039TRIM
109Empowered Funds, LLC$33.5M137,103−58,699TRIM
110COMMONWEALTH EQUITY SERVICES, LLC$31.2M127,851−6,344TRIM
111TD ASSET MANAGEMENT INC$31.1M127,355+57ADD
112NEW YORK STATE COMMON RETIREMENT FUND$30.9M126,700−2,800TRIM
113OSAIC HOLDINGS, INC.$30.7M125,675+2,568ADD
114Voleon Capital Management LP$30.3M124,269−71,628TRIM
115Corient Private Wealth LLC$30.2M124,118−171,272TRIM
116Asset Management One Co., Ltd.$30.1M123,272−3,477TRIM
117NOMURA ASSET MANAGEMENT CO LTD$29.7M121,547−291TRIM
118Assenagon Asset Management S.A.$29.6M121,200−199,299TRIM
119CREDIT AGRICOLE S A$29.1M119,324−11,678TRIM
120OPPENHEIMER & CO INC$28.9M118,429−1,420TRIM
121MACKENZIE FINANCIAL CORP$28.6M117,006+74,330ADD
122MARTINGALE ASSET MANAGEMENT L P$28.5M116,803−7,441TRIM
123Distillate Capital Partners LLC$28.0M114,758−31,504TRIM
124PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$27.0M110,749−13,224TRIM
125Aberdeen Group plc$26.9M110,299+4,154ADD
126Summit Street Capital Management, LLC$25.7M105,1450NO CHANGE
127Cetera Investment Advisers$25.1M102,621+1,485ADD
128State of New Jersey Common Pension Fund D$25.0M102,4640NO CHANGE
129SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.7M97,162−71,639TRIM
130Trexquant Investment LP$23.5M96,305+72,637ADD
131Focus Partners Wealth$23.4M95,785+10,613ADD
132Praetorian PR LLC$23.2M95,000+10,000ADD
133Resona Asset Management Co.,Ltd.$23.1M94,644+1,469ADD
134Wealthfront Advisers LLC$23.1M94,703−629TRIM
135Smith Group Asset Management, LLC$22.7M93,041+6,337ADD
136MACQUARIE GROUP LTD$22.7M92,901−4,203TRIM
137Gotham Asset Management, LLC$22.6M92,386+1,172ADD
138BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.1M90,417−7,511TRIM
139Segment Wealth Management, LLC$22.0M90,273+85,287ADD
140OFI INVEST ASSET MANAGEMENT$22.0M104,000+104,000NEW
141Sanctuary Advisors, LLC$21.8M89,481−22,438TRIM
142WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.7M95,543−29,203TRIM
143TCTC Holdings, LLC$21.5M88,144−1,402TRIM
144CIBC Bancorp USA Inc.$21.5M87,954—NO PRIOR
145Rafferty Asset Management, LLC$21.5M87,884+4,581ADD
146Vinva Investment Management Ltd$21.4M87,442+44,302ADD
147TORONTO DOMINION BANK$21.3M87,208−28,673TRIM
148NATIONAL BANK OF CANADA /FI/$21.2M86,708−74,753TRIM
149ADAMS NATURAL RESOURCES FUND, INC.$20.8M85,012−7,600TRIM
150PUBLIC SECTOR PENSION INVESTMENT BOARD$20.5M83,945+7,342ADD
151Arizona State Retirement System$20.1M82,368−3,027TRIM
152NewEdge Advisors, LLC$19.8M81,088−8,140TRIM
153Czech National Bank$19.6M80,342+1,077ADD
154Concurrent Investment Advisors, LLC$19.5M79,694+7,002ADD
155MERCER GLOBAL ADVISORS INC /ADV$19.4M79,584−2,280TRIM
156Henshaw Capital LLC$19.2M78,589—NO PRIOR
157Bridgewater Associates, LP$18.9M77,283−118,270TRIM
158STATE OF MICHIGAN RETIREMENT SYSTEM$18.8M77,110−1,600TRIM
159GUGGENHEIM CAPITAL LLC$18.6M76,184−6,824TRIM
160Baird Financial Group, Inc.$18.3M74,936+74,936NEW
161CIBC Asset Management Inc$18.2M74,348−40TRIM
162CCM INVESTMENT ADVISERS LLC$18.1M74,123−2,181TRIM
163Mediolanum International Funds Ltd$17.9M73,034+29,827ADD
164ANCHOR CAPITAL ADVISORS LLC$17.7M72,629+4,316ADD
165DnB Asset Management AS$17.0M69,578+7,547ADD
166Vanguard Personalized Indexing Management, LLC$16.9M69,235−441TRIM
167MetLife Investment Management, LLC$16.9M69,022−3,093TRIM
168&PARTNERS$16.8M69,388+7,146ADD
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.8M68,718−1,204TRIM
170Crossmark Global Holdings, Inc.$16.7M68,213—NO PRIOR
171BNP Paribas Asset Management Holding S.A.$16.6M68,471−10,575TRIM
172Illinois Municipal Retirement Fund$16.4M67,266−8,874TRIM
173FIL Ltd$15.7M64,244−34,903TRIM
174NORTH POINT PORTFOLIO MANAGERS CORP/OH$15.5M63,596−12,071TRIM
175MGO ONE SEVEN LLC$15.5M63,459+875ADD
176SCHRODER INVESTMENT MANAGEMENT GROUP$15.5M63,193−24,044TRIM
177Retirement Systems of Alabama$15.3M62,646−1,304TRIM
178Kestra Advisory Services, LLC$15.3M62,642+8,963ADD
179AlphaCore Capital LLC$15.3M62,628−2,591TRIM
180Mirae Asset Global Investments Co., Ltd.$14.3M58,553+8,166ADD
181Woodline Partners LP$14.2M58,000+6,649ADD
182Swiss Life Asset Management Ltd$14.1M57,820+8,110ADD
183Pathstone Holdings, LLC$14.1M57,787−640TRIM
184Kingsview Wealth Management, LLC$13.9M56,737+33,596ADD
185Daiwa Securities Group Inc.$13.8M56,684−8,652TRIM
186LGT Group Foundation$13.3M54,398+1,614ADD
187B. Metzler seel. Sohn & Co. AG$12.9M52,847−6,775TRIM
188ProShare Advisors LLC$12.7M52,067−13,508TRIM
189MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.6M51,653+15,951ADD
190World Investment Advisors$12.6M51,590−1,265TRIM
191CAPITOLIS LIQUID GLOBAL MARKETS LLC$12.6M51,500+41,600ADD
192NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.5M51,193+51,193NEW
193XPONANCE LLC$12.4M50,680+6,716ADD
194IFM Investors Pty Ltd$12.3M50,282+2,385ADD
195KIRR MARBACH & CO LLC /IN/$12.2M49,984+104ADD
196ExodusPoint Capital Management, LP$12.2M49,764+49,764NEW
197TRUIST FINANCIAL CORP$12.1M49,578−6,100TRIM
198Journey Advisory Group, LLC$11.9M48,920+7,820ADD
199Utah Retirement Systems$11.9M48,887−1,716TRIM
200United Capital Management of KS, Inc.$11.7M48,011−45,635TRIM
201MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$11.7M47,901−509TRIM
202Clear Trail Advisors, LLC$11.6M47,342−2,735TRIM
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.4M46,761+6,751ADD
204PRIVATE MANAGEMENT GROUP INC$11.0M45,0000NO CHANGE
205AG2R LA MONDIALE GESTION D'ACTIFS$10.9M44,542+590ADD
206YOUSIF CAPITAL MANAGEMENT, LLC$10.9M44,536−2,469TRIM
207JONES FINANCIAL COMPANIES LLLP$10.9M44,461+3,865ADD
208Rakuten Investment Management, Inc.$10.8M44,060+4,371ADD
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.7M43,948+203ADD
210Sterling Capital Management LLC$10.7M43,845−5,205TRIM
211KORNITZER CAPITAL MANAGEMENT INC /KS$10.7M43,756−4,075TRIM
212NEOS Investment Management LLC$10.5M42,877+4,093ADD
213Aventail Capital Group, LP$10.4M42,426+32,649ADD
214LBP AM SA$10.2M41,827+15,946ADD
215KWMG, LLC$10.2M41,735+600ADD
216BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.1M41,433−12,424TRIM
217ASSETMARK, INC$10.1M41,255+1,273ADD
218Alpha Omega Wealth Management LLC$10.1M41,226−1,859TRIM
219BLAIR WILLIAM & CO/IL$10.0M41,132−13,217TRIM
220Alphadyne Asset Management LP$9.8M40,300+35,130ADD
221EASTERLY INVESTMENT PARTNERS LLC$9.8M39,968−15,515TRIM
222Sumitomo Mitsui DS Asset Management Company, Ltd$9.7M39,640+340ADD
223ADVISORY RESEARCH INC$9.5M38,987+38,987NEW
224INTECH INVESTMENT MANAGEMENT LLC$9.5M38,986+27,059ADD
225GLENMEDE TRUST CO NA$9.4M38,535−1,807TRIM
226NISSAY ASSET MANAGEMENT CORP /JAPAN$9.4M38,498+120ADD
227COMMERCE BANK$9.2M37,810+5,429ADD
228Cambria Investment Management, L.P.$9.2M37,660−9,273TRIM
229TOCQUEVILLE ASSET MANAGEMENT L.P.$9.2M37,640+953ADD
230MANNING & NAPIER ADVISORS LLC$9.2M37,416−4,198TRIM
231WS MANAGEMENT LLLP$9.1M37,3780NO CHANGE
232Sitrin Capital Management LLC$9.1M37,225−37TRIM
233Cherokee Insurance Co$9.0M37,058−4,500TRIM
234PINNACLE ASSOCIATES LTD$9.0M36,818+659ADD
235Emerald Investment Advisers, LLC$8.9M36,551—NO PRIOR
236Engineers Gate Manager LP$8.9M36,256−89,303TRIM
237D.A. DAVIDSON & CO.$8.8M36,041+3,952ADD
238LGT Fund Management Co Ltd.$8.7M35,706+34,253ADD
239Lido Advisors, LLC$8.5M34,726+3,439ADD
240Eurizon Capital SGR S.p.A.$8.4M34,449−21,332TRIM
241Tulsa Wealth Advisors, INC$8.3M34,166+34,166NEW
242OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.2M33,759−623TRIM
243OLD NATIONAL BANCORP /IN/$8.1M33,297−1,080TRIM
244FIRST NATIONAL TRUST CO$8.1M33,267−5TRIM
245OPPENHEIMER ASSET MANAGEMENT INC.$8.1M33,242−269TRIM
246DCM Advisors, LLC$8.1M33,227−396TRIM
247Janus Henderson Group Ltd.$8.1M33,092+14,363ADD
248Scissortail Wealth Management, LLC$8.1M33,039+549ADD
249Verition Fund Management LLC$8.0M32,902−23,500TRIM
250Parcion Private Wealth LLC$8.0M32,871−1,126TRIM
251MML INVESTORS SERVICES, LLC$7.9M32,490−2,994TRIM
252D. E. Shaw & Co., Inc.$7.9M32,374+30,624ADD
253Private Advisor Group, LLC$7.8M32,015+358ADD
254Carnegie Investment Counsel$7.8M31,966−1,864TRIM
255Generali Asset Management SPA SGR$7.8M31,799−5,635TRIM
256ADELL HARRIMAN & CARPENTER INC$7.7M31,378−2,543TRIM
257MAI Capital Management$7.6M31,223+239ADD
258MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.6M31,055−26,381TRIM
259Sendero Wealth Management, LLC$7.5M30,907−1,154TRIM
260M&T BANK CORP$7.5M30,665−3,011TRIM
261DAVENPORT & Co LLC$7.5M30,496+314ADD
262Shoker Investment Counsel, Inc.$7.4M30,371−1,643TRIM
263Venture Visionary Partners LLC$7.4M30,284−3,228TRIM
264HARRELL INVESTMENT PARTNERS, LLC$7.4M30,130−2,710TRIM
265DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$7.3M30,100+17,043ADD
266KEYBANK NATIONAL ASSOCIATION/OH$7.3M29,957+527ADD
267CAPITAL CITY TRUST CO/FL$7.3M29,875−49TRIM
268Savant Capital, LLC$7.2M29,535+1,308ADD
269Demars Financial Group, LLC$7.2M29,422−801TRIM
270IEQ CAPITAL, LLC$7.2M29,300+27,570ADD
271OMERS ADMINISTRATION Corp$7.1M29,191+5,029ADD
272Quadrature Capital Ltd$7.1M28,944+28,944NEW
273Atria Investments, Inc$7.0M28,827−4,785TRIM
274JANE STREET GROUP, LLC$7.0M28,472−106,703TRIM
275Pinnacle Financial Partners, Inc.$6.9M28,156−2TRIM
276SAGESPRING WEALTH PARTNERS, LLC$6.7M27,293−3,952TRIM
277ING GROEP NV$6.5M26,634+24,173ADD
278HB Wealth Management, LLC$6.5M26,525+702ADD
279Confluence Wealth Services, Inc.$6.4M26,203+986ADD
280Federation des caisses Desjardins du Quebec$6.3M25,919+5,388ADD
281CENTRAL TRUST Co$6.3M25,665−219TRIM
282UniSuper Management Pty Ltd$6.2M25,316−2,024TRIM
283BURNEY CO/$6.2M25,248−3,169TRIM
284Candriam S.C.A.$6.1M25,166+125ADD
285Waverly Advisors, LLC$6.1M25,154+2,239ADD
286Refined Wealth Management$6.1M24,991+24,991NEW
287Comprehensive Financial Consultants Institutional, Inc.$6.1M24,907−3,117TRIM
288INFRASTRUCTURE CAPITAL ADVISORS, LLC$6.0M24,604−3,441TRIM
289Summit Trail Advisors, LLC$6.0M24,560+1,124ADD
290Grantham, Mayo, Van Otterloo & Co. LLC$6.0M24,500+18,528ADD
291Meridian Wealth Advisors, LLC$6.0M24,430−358TRIM
292Poehling Capital Management, INC.$5.9M24,220−112TRIM
293Tidal Investments LLC$5.9M24,086+15,904ADD
294Wakefield Asset Management LLLP$5.8M23,890+62ADD
295CITIZENS FINANCIAL GROUP INC/RI$5.8M23,817−49,662TRIM
296Lighthouse Investment Partners, LLC$5.8M23,721+23,721NEW
297Turn8 Private Wealth Inc.$5.7M23,314+2,535ADD
298Purpose Unlimited Inc.$5.7M23,262+23,262NEW
299U.S. Capital Wealth Advisors, LLC$5.7M23,199+786ADD
300CWM, LLC$5.6M22,749−1,367TRIM
301Dakota Wealth Management$5.5M22,729−982TRIM
302KESTRA PRIVATE WEALTH SERVICES, LLC$5.5M22,591+22,591NEW
303Allspring Global Investments Holdings, LLC$5.5M23,157−63TRIM
304CASTLEARK MANAGEMENT LLC$5.5M22,400+22,400NEW
305Geneva Partners, LLC$5.4M22,218+22,218NEW
306Allworth Financial LP$5.4M22,156+3,629ADD
307Gilliland Jeter Wealth Management LLC$5.4M22,033−52TRIM
308Panview Capital Ltd$5.3M21,805+21,805NEW
309Howard Capital Management, LLC$5.3M21,711−1,006TRIM
310Resonant Capital Advisors, LLC$5.3M21,596+184ADD
311Investment Management Corp of Ontario$5.2M21,479−3,978TRIM
312Edgestream Partners, L.P.$5.2M21,433−5,222TRIM
313UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$5.2M21,284+21,284NEW
314Sequoia Financial Advisors, LLC$5.2M21,203−320TRIM
315Joseph Group Capital Management$5.1M20,730−2,884TRIM
316CALIBER WEALTH MANAGEMENT, LLC / KS$5.0M20,653+248ADD
317KKM Financial LLC$5.0M31,0030NO CHANGE
318swisspartners Advisors Ltd$5.0M20,410+150ADD
319RITHOLTZ WEALTH MANAGEMENT$4.9M20,043+3,687ADD
320Kennondale Capital Management LLC$4.8M19,7180NO CHANGE
321Atlantic Union Bankshares Corp$4.8M19,699−11,272TRIM
322Vident Advisory, LLC$4.8M19,693+2,539ADD
323Norinchukin Bank, The$4.8M19,484−426TRIM
324Laird Norton Wetherby Trust Company, LLC$4.7M19,360−2,332TRIM
325EP Wealth Advisors, LLC$4.6M18,662−1,374TRIM
326HANCOCK WHITNEY CORP$4.5M18,324+18,324NEW
327HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.5M18,530−9,453TRIM
328COLDSTREAM CAPITAL MANAGEMENT INC$4.5M18,478+10,535ADD
329Peterson Wealth Services$4.5M18,430−487TRIM
330Fisher Asset Management, LLC$4.5M18,369−838TRIM
331Mader & Shannon Wealth Management, Inc.$4.4M18,084+1,325ADD
332First Nebraska Trust Co$4.4M18,069—NO PRIOR
333QRG CAPITAL MANAGEMENT, INC.$4.4M18,001+1,750ADD
334Wealth Intelligence, LLC$4.4M17,870−116TRIM
335MIZUHO SECURITIES USA LLC$4.4M17,834−4,054TRIM
336Csenge Advisory Group$4.3M17,698+7,390ADD
337Empirical Finance, LLC$4.3M17,683−75TRIM
338Northwest & Ethical Investments L.P.$4.3M17,615+17,615NEW
339FIRST MANHATTAN CO. LLC.$4.3M17,483−1,093TRIM
340Accretive Wealth Partners, LLC$4.2M17,213+100ADD
341ABN AMRO INVESTMENT SOLUTIONS$4.2M17,111+1,726ADD
342Stonebridge Financial Group, LLC$4.2M17,047−4,762TRIM
343INSIGNEO ADVISORY SERVICES, LLC$4.2M17,034+33ADD
344PARK NATIONAL CORP /OH/$4.1M16,860−379TRIM
345HARTFORD INVESTMENT MANAGEMENT CO$4.1M16,796−600TRIM
346Orion Porfolio Solutions, LLC$4.1M16,754−2,605TRIM
347Wilmington Savings Fund Society, FSB$4.1M16,6700NO CHANGE
348AIA Group Ltd$4.0M16,425+16,425NEW
349Dynasty Wealth Management, LLC$4.0M16,329−1,539TRIM
350QUADRANT CAPITAL GROUP LLC$4.0M16,245+202ADD
351Tower Research Capital LLC (TRC)$3.9M16,138+8,528ADD
352Stratos Wealth Partners, LTD.$3.9M16,034−3,483TRIM
353LEAVELL INVESTMENT MANAGEMENT, INC.$3.9M15,995−655TRIM
354TD Waterhouse Canada Inc.$3.9M16,448+11,853ADD
355UMB Bank, n.a.$3.9M15,939−2,507TRIM
356CrossGen Wealth, LLC$3.9M15,929−147TRIM
357UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.9M15,912+15,912NEW
358Generali Investments CEE, investicni spolecnost, a.s.$3.9M15,894−1,800TRIM
359AMG National Trust Bank$3.9M15,887+193ADD
360Hudson Canyon Capital Management$3.9M15,786−454TRIM
361Diversified Trust Co$3.8M15,687+12ADD
362Merrion Investment Management Co, LLC$3.8M15,6190NO CHANGE
363Metis Global Partners, LLC$3.8M15,578−1,111TRIM
364Caprock Group, LLC$3.8M15,557−1,427TRIM
365Convergence Investment Partners, LLC$3.8M15,418−8,453TRIM
366Maryland State Retirement & Pension System$3.7M15,2870NO CHANGE
367SteelPeak Wealth, LLC$3.7M15,265+1,010ADD
368Kentucky Farm Bureau Mutual Insurance Co$3.7M15,000—NO PRIOR
369Baker Avenue Asset Management, LP$3.7M14,994+37ADD
370Town & Country Bank & Trust CO dba First Bankers Trust CO$3.7M14,978−106TRIM
371Callan Family Office, LLC$3.6M14,920+489ADD
372Beacon Pointe Advisors, LLC$3.6M14,912+4,219ADD
373Miller Capital Partners, Inc.$3.6M14,892−110TRIM
374Phoenix Wealth Advisors$3.6M14,847−391TRIM
375CHOREO, LLC$3.6M14,833+1,150ADD
376SWS Partners$3.6M14,558+1,281ADD
377LEVEL FOUR ADVISORY SERVICES, LLC$3.6M14,541−116TRIM
378Farmers & Merchants Trust Co of Long Beach$3.5M14,320−368TRIM
379Nicholas Investment Partners, LP$3.5M14,2960NO CHANGE
380PARADIGM ASSET MANAGEMENT CO LLC$3.5M14,2000NO CHANGE
381Wills Financial Group LLC$3.4M13,721−223TRIM
382Avidian Wealth Enterprises, LLC$3.4M13,986−132TRIM
383Vontobel Holding Ltd.$3.4M13,978+679ADD
384PROFUND ADVISORS LLC$3.4M13,954+3,445ADD
385Nemes Rush Group LLC$3.4M13,939−21TRIM
386TMB Capital Partners, LLC$3.3M13,561+147ADD
387Havemeyer Place LP$3.3M13,545+13,545NEW
388Brooklyn Investment Group$3.3M13,456+3,253ADD
389WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$3.2M13,156−2,123TRIM
390SIGNATUREFD, LLC$3.2M13,032−128TRIM
391Prosperity Consulting Group, LLC$3.2M12,989−735TRIM
392Chicago Partners Investment Group LLC$3.2M14,204−98TRIM
393Choate Investment Advisors$3.1M12,870+1,024ADD
394Ethic Inc.$3.1M12,812−265TRIM
395Cresset Asset Management, LLC$3.1M12,691−847TRIM
396Ballentine Partners, LLC$3.1M12,6360NO CHANGE
397Genus Capital Management Inc.$3.1M12,600+12,600NEW
398FIRST CITIZENS BANK & TRUST CO$3.1M12,578−286TRIM
399Osmosis Investment Management UK Ltd$3.0M12,290+324ADD
400JOHNSON INVESTMENT COUNSEL INC$3.0M12,251−1,516TRIM
401Berry Wealth Group, LP$3.0M12,220−303TRIM
402WELCH & FORBES LLC$3.0M12,1750NO CHANGE
403MUFG Securities EMEA plc$3.0M12,094−229TRIM
404Focus Partners Advisor Solutions, LLC$2.9M12,023+2,894ADD
405Merit Financial Group, LLC$2.9M11,893+414ADD
406Texas Yale Capital Corp.$2.9M11,7750NO CHANGE
407Aptus Capital Advisors, LLC$2.9M11,712−17TRIM
408Meeder Advisory Services, Inc.$2.8M11,646−110TRIM
409MARINO, STRAM & ASSOCIATES LLC$2.8M11,633+208ADD
410Institute for Wealth Management, LLC.$2.8M11,593−198TRIM
411REGIONS FINANCIAL CORP$2.8M11,592−488TRIM
412OpenArc Corporate Advisory, LLC$2.8M11,550−158TRIM
413MOODY NATIONAL BANK TRUST DIVISION$2.8M11,479−72TRIM
414Centric Wealth Management$2.8M11,096−348TRIM
415Marex Group Ltd$2.8M11,381+11,381NEW
4163Chopt Investment Partners, LLC$2.7M11,209−291TRIM
417Susquehanna Portfolio Strategies, LLC$2.7M11,1470NO CHANGE
418Meiji Yasuda Asset Management Co Ltd.$2.7M11,105−6,654TRIM
419Saudi Central Bank$2.7M11,096+11,096NEW
420BAILARD, INC.$2.7M11,092+11,092NEW
421Spire Wealth Management$2.7M10,857+1,244ADD
422NOMURA HOLDINGS INC$2.6M10,815+10,815NEW
423BOCHK Asset Management Ltd$2.6M10,800+10,800NEW
424Stonebrook Private Inc.$2.6M10,752−547TRIM
425Apollon Wealth Management, LLC$2.6M10,681−798TRIM
426FLPUTNAM INVESTMENT MANAGEMENT CO$2.6M10,677+453ADD
427Deseret Mutual Benefit Administrators$2.6M10,622+6,668ADD
428Independent Solutions Wealth Management, LLC$2.6M10,620+855ADD
429VestGen Advisors, LLC$2.6M10,276+1,487ADD
430TOKIO MARINE ASSET MANAGEMENT CO LTD$2.6M10,5850NO CHANGE
431LOM Asset Management Ltd$2.6M10,494−178TRIM
432Energy Income Partners, LLC$2.5M10,436+344ADD
433Advisors Asset Management, Inc.$2.5M10,429+553ADD
434Tranquility Partners, LLC$2.5M10,241−110TRIM
435Jupiter Wealth Management LLC$2.5M10,0000NO CHANGE
436TRUSTMARK BANK TRUST DEPARTMENT$2.5M10,123−327TRIM
437Jefferies Financial Group Inc.$2.5M10,122−4,761TRIM
438GREENLEAF TRUST$2.5M10,085+134ADD
439Bleakley Financial Group, LLC$2.5M10,052−2TRIM
440Dynamic Advisor Solutions LLC$2.5M10,039+244ADD
441PRINCIPAL SECURITIES, INC.$2.4M10,031+826ADD
442FULTON BANK, N.A.$2.4M9,974+204ADD
443Winthrop Partners - WNY, LLC$2.4M9,929−46TRIM
444BARTLETT & CO. WEALTH MANAGEMENT LLC$2.4M9,548+42ADD
445JOURNEY STRATEGIC WEALTH LLC$2.4M9,874+285ADD
446CIDEL ASSET MANAGEMENT INC$2.4M9,835+1,279ADD
447DENALI ADVISORS LLC$2.4M9,824+1,109ADD
448Pullen Investment Management, LLC$2.4M9,808−261TRIM
449Aspire Growth Partners LLC$2.4M9,760+258ADD
450Avantra Family Wealth, Inc.$2.4M9,710+507ADD
451J.W. COLE ADVISORS, INC.$2.4M9,703+59ADD
452ROMANO BROTHERS AND COMPANY$2.3M9,609−50TRIM
453ForthRight Wealth Management, LLC$2.3M9,6020NO CHANGE
454HUB Investment Partners, LLC$2.3M9,561−38TRIM
455Ramirez Asset Management, Inc.$2.3M9,482−49TRIM
456DAYMARK WEALTH PARTNERS, LLC$2.3M9,476+863ADD
457New Age Alpha Advisors, LLC$2.3M9,442+9,442NEW
458NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M9,439−166TRIM
459Freestone Capital Holdings, LLC$2.3M9,398−288TRIM
460Asset One Wealth Management LLC$2.3M10,410−6,866TRIM
461Curi Capital, LLC$2.3M9,391−36TRIM
462Union Bancaire Privee, UBP SA$2.3M12,944+12,944NEW
463Meiji Yasuda Life Insurance Co$2.3M9,363−820TRIM
464Vise Technologies, Inc.$2.3M14,0300NO CHANGE
465Mystic Asset Management, Inc.$2.3M9,342+127ADD
466MONTAG A & ASSOCIATES INC$2.3M9,3140NO CHANGE
467Ancora Advisors LLC$2.3M9,255−51TRIM
468AE Wealth Management LLC$2.2M9,207−65TRIM
469Net Worth Advisory Group$2.2M9,182−139TRIM
470BALYASNY ASSET MANAGEMENT L.P.$2.2M9,134+2,418ADD
471Ascent Wealth Partners, LLC$2.2M9,105+9,105NEW
472SAWGRASS ASSET MANAGEMENT LLC$2.2M9,096−114TRIM
473Mutual Advisors, LLC$2.2M9,094−29TRIM
474McAdam, LLC$2.2M9,078+85ADD
475LOWE BROCKENBROUGH & CO INC$2.2M8,933−167TRIM
476ELEVATION POINT WEALTH PARTNERS, LLC$2.2M8,930+6,122ADD
477IHT Wealth Management, LLC$2.2M8,860−16TRIM
478MAGNOLIA CAPITAL ADVISORS LLC$2.2M8,841−1,125TRIM
479Goelzer Investment Management, Inc.$2.2M8,834+4,819ADD
480HUNTINGTON NATIONAL BANK$2.2M8,815+8,815NEW
481North Dakota State Investment Board$2.2M8,810−1,732TRIM
482GATEWAY INVESTMENT ADVISERS LLC$2.1M8,799−24,077TRIM
483Encore Global Management, LP$2.1M8,750—NO PRIOR
484STEPHENS INC /AR/$2.1M8,516+119ADD
485Smartleaf Asset Management LLC$2.1M8,643+498ADD
486WESTWOOD HOLDINGS GROUP INC$2.1M8,672+2,894ADD
487Ascent Group, LLC$2.1M8,616−15TRIM
488Gryphon Financial Partners LLC$2.1M8,502+1,110ADD
489Verdence Capital Advisors LLC$2.1M8,502−933TRIM
490AXXCESS WEALTH MANAGEMENT, LLC$2.1M8,496+6ADD
491Koshinski Asset Management, Inc.$2.1M8,471+355ADD
492GROUPAMA ASSET MANAGMENT$2.1M8,435−2,783TRIM
493Dana Investment Advisors, Inc.$2.0M8,391+290ADD
494Brevan Howard Capital Management LP$2.0M8,387−9,254TRIM
495UPTICK PARTNERS, LLC$2.0M8,374−1TRIM
496EVOLVE PRIVATE WEALTH, LLC$2.0M8,279+517ADD
497Sigma Planning Corp$2.0M8,273−227TRIM
498Hartford Financial Management Inc.$2.0M8,239−532TRIM
499PFG Advisors$2.0M8,198+649ADD
500United Advisor Group, LLC$2.0M8,180−189TRIM
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MPC

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

Congress · last 90 days

Buyers
0 — —
Sellers
2 David J. Taylor R–OH-2, Dan Newhouse R–WA-4 $3K–$45K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $22.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MARATHON PETE CORP

Merged timeline of congressional filings and notable-manager moves on MPC
DateWhoChangeSize
2026-08-06David J. Taylor CongressSELL$1K–$15K
2026-08-06David J. Taylor CongressSELL$1K–$15K
2026-07-17Dan Newhouse CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FADD+1,172 sh
2026-05-15Bridgewater Associates 13FTRIM−118,270 sh
2026-05-15Moore Capital Management 13FEXIT−20,000 sh
2026-05-14Caxton Associates 13FEXIT−9,006 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

20 members of Congress disclosed MPC — 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).