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 ↗

NORTHERN TR CORP · COM · quarter ended 2026-03-31 · 9 members disclosed NTRS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 773 holders are listed, largest first: 773
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.0B
holders whose share count rose or who opened the position (new + add), by shares: 371
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 78

Holders — quarter ended 2026-03-31

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

13F holders of NTRS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.0B	14,369,855	−334,141	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	11,783,530	—	NO PRIOR
3	FMR LLC	$1.5B	10,809,890	−3,037,471	TRIM
4	STATE STREET CORP	$1.3B	9,082,748	−168,772	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	8,419,232	—	NO PRIOR
6	PRIMECAP MANAGEMENT CO/CA/	$914M	6,549,037	−58,680	TRIM
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$821M	5,805,716	−132,254	TRIM
8	NORTHERN TRUST CORP	$820M	5,876,501	+197,189	ADD
9	GEODE CAPITAL MANAGEMENT, LLC	$718M	5,165,371	+150,078	ADD
10	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$579M	4,145,102	0	NO CHANGE
11	Invesco Ltd.	$490M	3,514,155	−233,685	TRIM
12	MORGAN STANLEY	$353M	2,527,789	−2,315	TRIM
13	AQR CAPITAL MANAGEMENT LLC	$344M	2,486,807	+763,291	ADD
14	DIMENSIONAL FUND ADVISORS LP	$343M	2,455,996	+36,322	ADD
15	Bank of New York Mellon Corp	$284M	2,036,137	+83,117	ADD
16	AMERICAN CENTURY COMPANIES INC	$261M	1,872,709	−389,593	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$217M	1,555,437	+45,915	ADD
18	Robeco Institutional Asset Management B.V.	$201M	1,440,739	+807,986	ADD
19	Legal & General Group Plc	$188M	1,346,397	−5,439	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$174M	1,248,623	+18,818	ADD
21	WELLINGTON MANAGEMENT GROUP LLP	$173M	1,238,225	−554,184	TRIM
22	ARIEL INVESTMENTS, LLC	$159M	1,141,118	−107,803	TRIM
23	JUPITER ASSET MANAGEMENT LTD	$147M	1,051,432	+19,853	ADD
24	VANGUARD FIDUCIARY TRUST CO	$145M	1,040,796	—	NO PRIOR
25	UBS Group AG	$137M	979,340	−211,658	TRIM
26	DEUTSCHE BANK AG\	$135M	969,169	+87,533	ADD
27	Eurizon Capital SGR S.p.A.	$130M	936,868	+11,174	ADD
28	Amundi	$121M	869,617	+234,836	ADD
29	FIRST TRUST ADVISORS LP	$119M	855,848	−9,108	TRIM
30	Qube Research & Technologies Ltd	$117M	835,738	+383,035	ADD
31	VICTORY CAPITAL MANAGEMENT INC	$112M	804,694	−176,658	TRIM
32	PANAGORA ASSET MANAGEMENT INC	$109M	778,137	−224,130	TRIM
33	BARCLAYS PLC	$101M	720,401	+203,321	ADD
34	ROYAL BANK OF CANADA	$97.9M	701,631	−122,399	TRIM
35	CONFLUENCE INVESTMENT MANAGEMENT LLC	$94.9M	680,260	−422,843	TRIM
36	FEDERATED HERMES, INC.	$94.4M	676,536	+100,568	ADD
37	PRUDENTIAL FINANCIAL INC	$87.7M	628,513	+235,079	ADD
38	BANK OF AMERICA CORP /DE/	$86.9M	622,852	+33,029	ADD
39	BNP Paribas Asset Management Holding S.A.	$81.6M	584,969	+427,685	ADD
40	Quantinno Capital Management LP	$76.6M	548,708	+123,655	ADD
41	HSBC HOLDINGS PLC	$73.6M	527,817	−611,807	TRIM
42	Cerity Partners LLC	$70.9M	508,340	−15,741	TRIM
43	PFA Pension, Forsikringsaktieselskab	$67.8M	485,776	+485,776	NEW
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$62.7M	449,078	−99,613	TRIM
45	Mitsubishi UFJ Asset Management Co., Ltd.	$59.3M	424,614	+24,736	ADD
46	FRANKLIN RESOURCES INC	$57.6M	412,893	+275,930	ADD
47	Nuveen, LLC	$57.5M	411,983	+18,934	ADD
48	Vanguard Global Advisers, LLC	$57.1M	408,794	—	NO PRIOR
49	National Pension Service	$56.9M	408,031	+408,031	NEW
50	Sumitomo Mitsui Trust Group, Inc.	$55.8M	399,851	−35,976	TRIM
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.6M	376,942	−10,370	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$52.2M	374,006	—	NO PRIOR
53	Vinva Investment Management Ltd	$50.9M	373,411	+227,508	ADD
54	Prana Capital Management, LP	$50.0M	358,117	+358,117	NEW
55	Clark Capital Management Group, Inc.	$48.9M	350,260	+347,190	ADD
56	JACOBS LEVY EQUITY MANAGEMENT, INC	$46.9M	336,326	+200,252	ADD
57	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$44.3M	317,426	+78,011	ADD
58	MILLENNIUM MANAGEMENT LLC	$43.1M	308,719	−19,253	TRIM
59	North Reef Capital Management LP	$41.7M	298,559	−12,052	TRIM
60	CITADEL ADVISORS LLC	$40.4M	289,460	+104,263	ADD
61	ALLIANCEBERNSTEIN L.P.	$40.3M	294,775	+35,393	ADD
62	SEI INVESTMENTS CO	$39.7M	284,668	+255,550	ADD
63	Alyeska Investment Group, L.P.	$36.2M	259,171	+139,025	ADD
64	ENVESTNET ASSET MANAGEMENT INC	$35.3M	252,962	+59,994	ADD
65	CANADA PENSION PLAN INVESTMENT BOARD	$34.1M	244,600	+14,400	ADD
66	PRINCIPAL FINANCIAL GROUP INC	$32.3M	231,139	+5,189	ADD
67	Swiss Life Asset Management Ltd	$31.5M	133,223	+96,616	ADD
68	Corient Private Wealth LLC	$27.9M	200,865	−691,754	TRIM
69	Man Group plc	$27.3M	195,409	+161,558	ADD
70	CITIGROUP INC	$27.2M	195,155	+41,440	ADD
71	NORDEA INVESTMENT MANAGEMENT AB	$27.0M	197,532	+177,476	ADD
72	AMERIPRISE FINANCIAL INC	$26.8M	192,158	−29,493	TRIM
73	Interval Partners, LP	$26.6M	190,685	+190,685	NEW
74	Arbejdsmarkedets Tillaegspension	$25.2M	180,499	+6,118	ADD
75	Mariner, LLC	$25.1M	180,078	+58,589	ADD
76	Aberdeen Group plc	$24.8M	177,767	+14,576	ADD
77	Allianz Asset Management GmbH	$24.8M	177,752	+78,435	ADD
78	Illinois Municipal Retirement Fund	$24.6M	175,937	+37,758	ADD
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.5M	175,579	−3,863	TRIM
80	Korea Investment CORP	$23.5M	168,691	+52,661	ADD
81	AVIVA PLC	$23.4M	167,771	+1,231	ADD
82	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.3M	166,981	+118,790	ADD
83	SEB Asset Management AB	$22.3M	159,732	—	NO PRIOR
84	Schonfeld Strategic Advisors LLC	$21.6M	154,913	+145,905	ADD
85	ALGEBRIS (UK) LTD	$21.3M	152,564	−27,407	TRIM
86	OPPENHEIMER ASSET MANAGEMENT INC.	$20.9M	149,975	+1,939	ADD
87	Mitsubishi UFJ Trust & Banking Corp	$20.6M	147,357	+68,240	ADD
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.8M	142,214	−32,205	TRIM
89	BANK OF MONTREAL /CAN/	$19.7M	140,883	−22,111	TRIM
90	IEQ CAPITAL, LLC	$19.3M	138,197	+34,146	ADD
91	Candriam S.C.A.	$18.6M	132,919	+74,196	ADD
92	DANSKE BANK A/S	$18.3M	131,230	−5,200	TRIM
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.2M	130,553	+130,553	NEW
94	KEYBANK NATIONAL ASSOCIATION/OH	$18.1M	129,896	+1,481	ADD
95	BLAIR WILLIAM & CO/IL	$18.1M	129,443	−8,272	TRIM
96	NEW YORK STATE COMMON RETIREMENT FUND	$17.1M	122,527	−3,000	TRIM
97	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$17.1M	122,274	−61,955	TRIM
98	Marble Harbor Investment Counsel, LLC	$16.6M	118,856	−480	TRIM
99	LEVIN CAPITAL STRATEGIES, L.P.	$16.2M	116,185	−1,789	TRIM
100	Cinctive Capital Management LP	$16.1M	115,609	+68,167	ADD
101	TORONTO DOMINION BANK	$15.9M	113,660	+7,666	ADD
102	ADAGE CAPITAL PARTNERS GP, L.L.C.	$15.6M	111,900	−13,800	TRIM
103	Pictet Asset Management Holding SA	$14.8M	105,953	−5,510	TRIM
104	STATE OF WISCONSIN INVESTMENT BOARD	$14.1M	101,205	−13,532	TRIM
105	GLENMEDE TRUST CO NA	$14.1M	100,966	−4,378	TRIM
106	Mesirow Financial Investment Management, Inc.	$13.9M	99,578	+60,893	ADD
107	ROYAL LONDON ASSET MANAGEMENT LTD	$13.8M	98,965	0	NO CHANGE
108	Edgestream Partners, L.P.	$13.8M	98,786	+867	ADD
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$13.7M	98,418	−8,916	TRIM
110	NATIONAL BANK OF CANADA /FI/	$13.6M	97,411	+32,755	ADD
111	Point72 Asset Management, L.P.	$13.6M	97,300	+97,300	NEW
112	STOREBRAND ASSET MANAGEMENT AS	$13.4M	96,306	—	NO PRIOR
113	Vanguard Investments Australia, Ltd.	$13.2M	94,651	—	NO PRIOR
114	Chevy Chase Trust Holdings, LLC	$12.8M	91,799	−4,083	TRIM
115	NATIXIS	$12.6M	90,413	−4,496	TRIM
116	WELLS FARGO & COMPANY/MN	$12.2M	87,455	−32,510	TRIM
117	APG Asset Management N.V.	$11.7M	96,302	−4,532	TRIM
118	TD ASSET MANAGEMENT INC	$11.6M	83,115	+14,413	ADD
119	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.5M	82,708	+4,232	ADD
120	LPL Financial LLC	$11.4M	81,855	+8,086	ADD
121	Tredje AP-fonden	$11.3M	81,222	+55,147	ADD
122	ZACKS INVESTMENT MANAGEMENT	$11.0M	79,111	+1,256	ADD
123	FJ Capital Management LLC	$11.0M	79,026	+79,026	NEW
124	BROWN ADVISORY INC	$11.0M	78,887	−6,991	TRIM
125	NICHOLAS COMPANY, INC.	$11.0M	78,816	+40	ADD
126	Asset Management One Co., Ltd.	$10.9M	77,955	−3,511	TRIM
127	Calamos Advisors LLC	$10.6M	76,022	0	NO CHANGE
128	AIA Group Ltd	$10.4M	74,522	−1,245	TRIM
129	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	70,736	+21,619	ADD
130	KLP KAPITALFORVALTNING AS	$9.8M	70,209	0	NO CHANGE
131	Creative Planning	$9.8M	70,124	+14,732	ADD
132	Cetera Investment Advisers	$9.6M	68,948	+6,109	ADD
133	VOYA INVESTMENT MANAGEMENT LLC	$9.6M	68,446	+5,436	ADD
134	TWO SIGMA INVESTMENTS, LP	$9.5M	67,792	+67,792	NEW
135	HEARTLAND ADVISORS INC	$9.5M	67,779	−39,456	TRIM
136	NOMURA ASSET MANAGEMENT CO LTD	$9.4M	67,251	+184	ADD
137	CWM, LLC	$9.2M	66,054	+17,770	ADD
138	Cambria Investment Management, L.P.	$8.9M	64,066	+2,445	ADD
139	State of New Jersey Common Pension Fund D	$8.9M	63,604	−49	TRIM
140	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.6M	61,965	+29,543	ADD
141	Lansforsakringar Fondforvaltning AB (publ)	$8.6M	61,492	−816	TRIM
142	Focus Partners Wealth	$8.6M	60,499	+9,547	ADD
143	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$8.5M	60,608	−407	TRIM
144	American Assets Investment Management, LLC	$8.4M	60,000	0	NO CHANGE
145	Resona Asset Management Co.,Ltd.	$8.4M	60,132	+947	ADD
146	Ensign Peak Advisors, Inc	$8.2M	58,863	+33,250	ADD
147	Swedbank AB	$8.2M	58,615	+7,114	ADD
148	FIL Ltd	$7.9M	56,686	−18,847	TRIM
149	Groupe la Francaise	$7.9M	56,620	+5,005	ADD
150	Ethic Inc.	$7.9M	56,282	+5,342	ADD
151	SCHRODER INVESTMENT MANAGEMENT GROUP	$7.8M	57,325	+34,059	ADD
152	Y-Intercept (Hong Kong) Ltd	$7.8M	55,546	+10,399	ADD
153	Crossmark Global Holdings, Inc.	$7.7M	55,495	—	NO PRIOR
154	CIBC Bancorp USA Inc.	$7.7M	55,476	—	NO PRIOR
155	FIRST MANHATTAN CO. LLC.	$7.7M	54,824	−10,162	TRIM
156	Connor, Clark & Lunn Investment Management Ltd.	$7.6M	54,457	+54,457	NEW
157	Danica Pension, Livsforsikringsaktieselskab	$7.6M	54,247	+54,247	NEW
158	Vest Financial, LLC	$7.6M	54,240	+4,669	ADD
159	Brevan Howard Capital Management LP	$7.5M	54,038	+26,265	ADD
160	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.2M	51,745	−214	TRIM
161	Arizona State Retirement System	$7.2M	51,388	−1,093	TRIM
162	Czech National Bank	$7.1M	50,748	+878	ADD
163	CIBC Asset Management Inc	$7.0M	50,435	+1,034	ADD
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.8M	48,713	−800	TRIM
165	ProShare Advisors LLC	$6.8M	48,493	+8,289	ADD
166	COMMERCE BANK	$6.7M	48,349	+1,072	ADD
167	Baird Financial Group, Inc.	$6.5M	46,784	+46,784	NEW
168	FIFTH THIRD BANCORP	$6.5M	46,689	+35,259	ADD
169	ASR Vermogensbeheer N.V.	$6.5M	46,549	+884	ADD
170	BANK OF NOVA SCOTIA	$6.4M	46,155	+16,415	ADD
171	Rafferty Asset Management, LLC	$6.3M	45,298	−12,391	TRIM
172	RAYMOND JAMES FINANCIAL INC	$6.3M	44,846	+6,575	ADD
173	MACKENZIE FINANCIAL CORP	$6.1M	43,906	+2,033	ADD
174	MetLife Investment Management, LLC	$6.1M	43,518	−1,795	TRIM
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.1M	43,406	−584	TRIM
176	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	47,239	+7,973	ADD
177	STIFEL FINANCIAL CORP	$6.0M	42,720	−74,173	TRIM
178	AustralianSuper Pty Ltd	$5.9M	42,597	+1,622	ADD
179	DnB Asset Management AS	$5.9M	42,227	+3,229	ADD
180	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.8M	41,704	+41,704	NEW
181	KING LUTHER CAPITAL MANAGEMENT CORP	$5.6M	39,993	0	NO CHANGE
182	Mirae Asset Global Investments Co., Ltd.	$5.6M	39,834	+5,348	ADD
183	Retirement Systems of Alabama	$5.5M	39,570	−663	TRIM
184	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.5M	39,145	+15,400	ADD
185	KORNITZER CAPITAL MANAGEMENT INC /KS	$5.4M	38,781	−34	TRIM
186	USS Investment Management Ltd	$5.2M	37,290	+1,151	ADD
187	NFJ INVESTMENT GROUP, LLC	$5.2M	37,099	−2,910	TRIM
188	IFM Investors Pty Ltd	$5.1M	36,793	+266	ADD
189	Woodline Partners LP	$5.1M	36,606	+4,300	ADD
190	Zurich Insurance Group Ltd/FI	$5.1M	36,578	+36,578	NEW
191	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.1M	36,260	−42,006	TRIM
192	Convergence Investment Partners, LLC	$5.0M	36,147	+36,147	NEW
193	Daiwa Securities Group Inc.	$5.0M	36,055	+5,257	ADD
194	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$5.0M	36,052	+36,052	NEW
195	Van Hulzen Asset Management, LLC	$4.9M	34,864	+342	ADD
196	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$4.9M	34,801	+9	ADD
197	Quantbot Technologies LP	$4.8M	34,580	+34,580	NEW
198	WORLDQUANT MILLENNIUM ADVISORS LLC	$4.8M	34,395	+27,141	ADD
199	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.7M	33,382	+15,254	ADD
200	XPONANCE LLC	$4.6M	32,837	+4,311	ADD
201	Curi Capital, LLC	$4.6M	32,609	+187	ADD
202	First Pacific Financial	$4.6M	32,760	+509	ADD
203	GREAT LAKES ADVISORS, LLC	$4.5M	32,016	−592	TRIM
204	KANAWHA CAPITAL MANAGEMENT LLC	$4.5M	31,991	−1,235	TRIM
205	NEOS Investment Management LLC	$4.3M	30,628	+1,143	ADD
206	Empowered Funds, LLC	$4.3M	30,493	+30,493	NEW
207	RITHOLTZ WEALTH MANAGEMENT	$4.2M	30,307	−3,150	TRIM
208	Utah Retirement Systems	$4.2M	30,111	−1,181	TRIM
209	MARTINGALE ASSET MANAGEMENT L P	$4.2M	29,822	+29,822	NEW
210	Horizon Investment Services, LLC	$4.1M	29,319	−193	TRIM
211	COMMONWEALTH EQUITY SERVICES, LLC	$4.1M	29,286	−107	TRIM
212	FIRST NATIONAL BANK OF OMAHA	$3.9M	28,187	−5	TRIM
213	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	27,765	+266	ADD
214	Vanguard Personalized Indexing Management, LLC	$3.9M	27,671	+1,970	ADD
215	OMERS ADMINISTRATION Corp	$3.8M	27,483	+3,587	ADD
216	MACQUARIE GROUP LTD	$3.8M	27,037	−12,038	TRIM
217	Callahan Advisors, LLC	$3.8M	26,946	+719	ADD
218	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	26,070	−7,810	TRIM
219	D L CARLSON INVESTMENT GROUP INC	$3.6M	25,708	+17	ADD
220	BCS Private Wealth Management, Inc.	$3.6M	25,356	+31	ADD
221	US BANCORP \DE\	$3.5M	25,170	+1,075	ADD
222	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.5M	24,933	+503	ADD
223	HighTower Advisors, LLC	$3.5M	24,732	+371	ADD
224	INTECH INVESTMENT MANAGEMENT LLC	$3.4M	24,456	−3,452	TRIM
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.4M	24,454	+67	ADD
226	Encore Global Management, LP	$3.4M	24,075	—	NO PRIOR
227	Chesley Taft & Associates LLC	$3.4M	24,040	0	NO CHANGE
228	Resonant Capital Advisors, LLC	$3.3M	23,361	+360	ADD
229	Harfst & Associates, Inc.	$3.2M	23,103	−296	TRIM
230	TWIN CAPITAL MANAGEMENT INC	$3.2M	22,847	+636	ADD
231	Janus Henderson Group Ltd.	$3.1M	22,366	−1,131	TRIM
232	ASSOCIATED BANC-CORP	$3.1M	21,859	−325	TRIM
233	CONTINENTAL ADVISORS LLC	$3.0M	21,701	−4,100	TRIM
234	Lantz Financial LLC	$3.0M	21,486	−4,811	TRIM
235	CRAWFORD INVESTMENT COUNSEL INC	$3.0M	21,355	−12,335	TRIM
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	21,344	−300	TRIM
237	Sequoia Financial Advisors, LLC	$3.0M	21,188	+470	ADD
238	UniSuper Management Pty Ltd	$2.9M	20,646	−964	TRIM
239	Rockefeller Capital Management L.P.	$2.9M	20,514	+1,517	ADD
240	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	20,203	−31,437	TRIM
241	Cannell & Spears LLC	$2.8M	20,110	−284	TRIM
242	Jefferies Financial Group Inc.	$2.8M	19,965	+19,965	NEW
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.8M	19,820	−488	TRIM
244	YOUSIF CAPITAL MANAGEMENT, LLC	$2.7M	19,673	−1,091	TRIM
245	OP Asset Management Ltd	$2.7M	19,405	—	NO PRIOR
246	Oak Thistle LLC	$2.6M	18,972	+18,972	NEW
247	Wealthfront Advisers LLC	$2.6M	18,678	+1,671	ADD
248	WEDGE CAPITAL MANAGEMENT L L P/NC	$2.5M	18,033	−1,468	TRIM
249	Pathstone Holdings, LLC	$2.5M	17,979	+549	ADD
250	CREDIT AGRICOLE S A	$2.5M	17,601	−338	TRIM
251	Summit Trail Advisors, LLC	$2.4M	17,540	+3,930	ADD
252	Elo Mutual Pension Insurance Co	$2.4M	17,461	+17,461	NEW
253	Sterling Capital Management LLC	$2.4M	17,384	−4,073	TRIM
254	Trexquant Investment LP	$2.4M	17,025	+17,025	NEW
255	RENAISSANCE TECHNOLOGIES LLC	$2.3M	16,498	+16,498	NEW
256	Osmosis Investment Management UK Ltd	$2.3M	16,317	+13,686	ADD
257	NISA INVESTMENT ADVISORS, LLC	$2.2M	15,895	−403	TRIM
258	OAK ASSOCIATES LTD /OH/	$2.2M	15,940	0	NO CHANGE
259	NUANCE INVESTMENTS, LLC	$2.2M	15,744	−30,556	TRIM
260	RWA WEALTH PARTNERS, LLC	$2.1M	15,289	+7	ADD
261	Allspring Global Investments Holdings, LLC	$2.1M	14,985	+5,265	ADD
262	Avanza Fonder AB	$2.1M	14,927	0	NO CHANGE
263	J. Safra Sarasin Holding AG	$2.1M	14,857	−2,319	TRIM
264	HUSSMAN STRATEGIC ADVISORS, INC.	$2.1M	14,700	0	NO CHANGE
265	EP Wealth Advisors, LLC	$2.0M	14,669	+90	ADD
266	Bridgewater Associates, LP	$2.0M	14,655	+3,750	ADD
267	JANE STREET GROUP, LLC	$2.0M	14,593	−97,796	TRIM
268	OSAIC HOLDINGS, INC.	$2.0M	14,586	−4,609	TRIM
269	Federation des caisses Desjardins du Quebec	$2.0M	14,037	+321	ADD
270	Dynamic Advisor Solutions LLC	$1.9M	13,892	+26	ADD
271	MML INVESTORS SERVICES, LLC	$1.9M	13,711	+7,259	ADD
272	QRG CAPITAL MANAGEMENT, INC.	$1.9M	13,661	−2,261	TRIM
273	Chicago Capital, LLC	$1.9M	13,565	−420	TRIM
274	Investment Management Corp of Ontario	$1.9M	13,482	+600	ADD
275	BARTLETT & CO. WEALTH MANAGEMENT LLC	$1.8M	11,425	−2,581	TRIM
276	Chicago Partners Investment Group LLC	$1.8M	10,879	+3,718	ADD
277	Aquatic Capital Management LLC	$1.8M	12,927	+4,214	ADD
278	BONNESS ENTERPRISES INC	$1.8M	12,700	0	NO CHANGE
279	Virtus Investment Advisers, LLC	$1.8M	12,655	−2,323	TRIM
280	GREENLEAF TRUST	$1.7M	12,504	+154	ADD
281	M&T BANK CORP	$1.7M	12,482	−1,493	TRIM
282	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$1.7M	12,074	−460	TRIM
283	&PARTNERS	$1.7M	11,841	−290	TRIM
284	EFG International AG	$1.7M	11,902	+7	ADD
285	Ballast, Inc.	$1.6M	11,783	+111	ADD
286	Verdence Capital Advisors LLC	$1.6M	11,649	−1,665	TRIM
287	Lombard Odier Asset Management (Switzerland) SA	$1.6M	11,639	+11,639	NEW
288	D. E. Shaw & Co., Inc.	$1.6M	11,598	−16,844	TRIM
289	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.6M	11,593	+1,403	ADD
290	MARIETTA INVESTMENT PARTNERS LLC	$1.6M	11,570	0	NO CHANGE
291	TRUIST FINANCIAL CORP	$1.6M	11,542	+43	ADD
292	Signal Advisors Wealth, LLC	$1.6M	11,377	+9,853	ADD
293	Norinchukin Bank, The	$1.6M	11,374	−178	TRIM
294	Concurrent Investment Advisors, LLC	$1.6M	11,339	−3,002	TRIM
295	Pitcairn Wealth Advisors LLC	$1.6M	11,519	+235	ADD
296	MIZUHO SECURITIES USA LLC	$1.6M	11,265	−2,505	TRIM
297	Choate Investment Advisors	$1.6M	11,261	−86	TRIM
298	Merit Financial Group, LLC	$1.6M	11,123	+2,067	ADD
299	FULLER & THALER ASSET MANAGEMENT, INC.	$1.5M	11,025	+11,025	NEW
300	QUADRANT CAPITAL GROUP LLC	$1.5M	10,788	+43	ADD
301	Beacon Pointe Advisors, LLC	$1.5M	10,735	+67	ADD
302	HARTFORD INVESTMENT MANAGEMENT CO	$1.5M	10,649	−256	TRIM
303	Provident Investment Management, Inc.	$1.5M	10,625	−225	TRIM
304	Sanctuary Advisors, LLC	$1.5M	10,585	−2,279	TRIM
305	Savant Capital, LLC	$1.4M	10,322	+709	ADD
306	LOWE BROCKENBROUGH & CO INC	$1.4M	10,190	−119	TRIM
307	Kintegral Advisory, LLC	$1.4M	10,071	−446	TRIM
308	AVITY INVESTMENT MANAGEMENT INC.	$1.4M	10,000	0	NO CHANGE
309	SIERRA SUMMIT ADVISORS LLC	$1.4M	9,949	+2,460	ADD
310	FIDUCIARY TRUST CO	$1.4M	9,812	−1,035	TRIM
311	EVERGREEN CAPITAL MANAGEMENT LLC	$1.3M	9,564	+1,784	ADD
312	RBF Capital, LLC	$1.3M	9,600	−9,600	TRIM
313	YACKTMAN ASSET MANAGEMENT LP	$1.3M	9,500	0	NO CHANGE
314	Maryland State Retirement & Pension System	$1.3M	9,488	0	NO CHANGE
315	ABN AMRO INVESTMENT SOLUTIONS	$1.3M	9,454	+2,660	ADD
316	HANCOCK WHITNEY CORP	$1.3M	7,943	+7,943	NEW
317	AG2R LA MONDIALE GESTION D'ACTIFS	$1.3M	9,212	+569	ADD
318	DEARBORN PARTNERS LLC	$1.3M	9,142	−346	TRIM
319	BURNEY CO/	$1.3M	9,119	+9,119	NEW
320	Graham Capital Management, L.P.	$1.3M	9,104	+4,842	ADD
321	Aaron Wealth Advisors LLC	$1.3M	9,071	−34	TRIM
322	Brookstone Capital Management	$1.3M	9,006	+36	ADD
323	Diversified Trust Co	$1.3M	9,000	+4,397	ADD
324	Orion Porfolio Solutions, LLC	$1.2M	8,844	+90	ADD
325	Fiduciary Group, LLC	$1.2M	8,612	−301	TRIM
326	Agate Pass Investment Management, LLC	$1.2M	8,595	+8,595	NEW
327	HB Wealth Management, LLC	$1.2M	8,548	+2,291	ADD
328	AXQ CAPITAL, LP	$1.2M	8,546	+8,546	NEW
329	Tidal Investments LLC	$1.2M	8,532	+1,003	ADD
330	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	8,509	+1,155	ADD
331	ING GROEP NV	$1.2M	8,463	−266	TRIM
332	MISSION WEALTH MANAGEMENT, LP	$1.1M	8,135	+910	ADD
333	Douglass Winthrop Advisors, LLC	$1.1M	8,000	−206	TRIM
334	Machina Capital S.A.S.	$1.1M	7,916	−3,385	TRIM
335	Ascent Group, LLC	$1.1M	7,915	−191	TRIM
336	Arjuna Capital	$1.1M	7,900	+210	ADD
337	Kathmere Capital Management, LLC	$1.1M	7,876	−446	TRIM
338	Qtron Investments LLC	$1.1M	7,815	+5	ADD
339	Pinnacle Financial Partners, Inc.	$1.1M	7,753	+178	ADD
340	Focus Partners Advisor Solutions, LLC	$1.1M	7,651	+1,941	ADD
341	MUFG Securities EMEA plc	$1.1M	7,639	−114	TRIM
342	Kestra Advisory Services, LLC	$1.1M	7,617	+610	ADD
343	NewSquare Capital LLC	$1.1M	7,524	+269	ADD
344	OPAL CAPITAL LLC	$1.0M	7,518	+7,518	NEW
345	MANGROVE PARTNERS IM, LLC	$1.0M	7,511	+7,511	NEW
346	BENJAMIN EDWARDS INC	$1.0M	7,481	−54,888	TRIM
347	Vident Advisory, LLC	$1.0M	7,451	+1,827	ADD
348	Krilogy Financial LLC	$1.0M	6,518	+696	ADD
349	Brooklyn Investment Group	$1.0M	7,166	+4,255	ADD
350	Permanent Capital Management, LP	$1000K	6,011	+13	ADD
351	BOOTHBAY FUND MANAGEMENT, LLC	$990K	7,091	+4,670	ADD
352	Empirical Finance, LLC	$987K	7,075	−20	TRIM
353	Per Stirling Capital Management, LLC.	$987K	7,069	−90	TRIM
354	WIMMER ASSOCIATES 1, LLC	$985K	7,060	−790	TRIM
355	Bull Harbor Capital LLC	$976K	6,993	—	NO PRIOR
356	Saudi Central Bank	$974K	6,981	+6,981	NEW
357	NewEdge Advisors, LLC	$965K	6,914	−407	TRIM
358	Precision Wealth Strategies, LLC	$958K	6,865	+2,098	ADD
359	PICTON MAHONEY ASSET MANAGEMENT	$955K	6,845	+6,845	NEW
360	Oak Harvest Investment Services	$953K	6,825	−41,171	TRIM
361	PRINCIPAL SECURITIES, INC.	$948K	6,790	+5,311	ADD
362	Laird Norton Wetherby Trust Company, LLC	$927K	6,602	+118	ADD
363	Engineers Gate Manager LP	$920K	6,592	−21,025	TRIM
364	MAI Capital Management	$915K	6,559	+2,716	ADD
365	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$898K	6,437	+51	ADD
366	Inscription Capital, LLC	$890K	6,374	+221	ADD
367	Cresset Asset Management, LLC	$870K	6,199	+169	ADD
368	Pallas Capital Advisors LLC	$856K	6,131	−550	TRIM
369	Savvy Advisors, Inc.	$842K	6,034	+3,572	ADD
370	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$832K	5,962	−80	TRIM
371	FOX RUN MANAGEMENT, L.L.C.	$826K	6,065	−686	TRIM
372	STUDIO INVESTMENT MANAGEMENT LLC	$822K	5,853	+5,853	NEW
373	CFO4Life Group, LLC	$810K	5,802	−163	TRIM
374	E. Ohman J:or Asset Management AB	$810K	5,800	−1,900	TRIM
375	Somerset Group LLC	$796K	5,000	0	NO CHANGE
376	Smith Salley Wealth Management	$788K	5,646	0	NO CHANGE
377	MONARCH CAPITAL MANAGEMENT INC	$787K	5,605	−784	TRIM
378	MUFG SECURITIES AMERICAS INC.	$782K	5,603	+67	ADD
379	COLDSTREAM CAPITAL MANAGEMENT INC	$780K	5,592	+146	ADD
380	Siemens Fonds Invest GmbH	$779K	5,583	−10	TRIM
381	DAVIS R M INC	$778K	5,547	−38	TRIM
382	XTX Topco Ltd	$768K	5,501	−14,565	TRIM
383	North Dakota State Investment Board	$758K	5,433	−1,085	TRIM
384	Private Capital Management, LLC	$754K	5,400	0	NO CHANGE
385	UMB Bank, n.a.	$751K	5,380	−548	TRIM
386	Baker Avenue Asset Management, LP	$747K	5,355	+2,460	ADD
387	BBR PARTNERS, LLC	$747K	5,354	0	NO CHANGE
388	Metis Global Partners, LLC	$745K	5,340	−702	TRIM
389	XXI WEALTH, LLC	$744K	5,328	−158	TRIM
390	ROMANO BROTHERS AND COMPANY	$740K	5,302	0	NO CHANGE
391	NorthCrest Asset Manangement, LLC	$738K	5,189	+177	ADD
392	Arax Advisory Partners	$734K	5,263	+2,627	ADD
393	Private Advisor Group, LLC	$727K	5,208	−72	TRIM
394	FIRST CITIZENS BANK & TRUST CO	$725K	5,194	+5	ADD
395	CHOREO, LLC	$724K	5,155	−9	TRIM
396	INDEPENDENT FINANCIAL GROUP, LLC	$705K	5,053	—	NO PRIOR
397	SECURIAN ASSET MANAGEMENT, INC	$704K	5,042	−100	TRIM
398	WEST PACES ADVISORS INC.	$699K	5,008	0	NO CHANGE
399	MASTERINVEST Kapitalanlage GmbH	$698K	5,002	−994	TRIM
400	Squarepoint Ops LLC	$691K	4,953	−215,297	TRIM
401	NOMURA HOLDINGS INC	$682K	4,884	−235	TRIM
402	Lido Advisors, LLC	$676K	4,816	+1,402	ADD
403	ShankerValleau Wealth Advisors, Inc.	$672K	4,816	0	NO CHANGE
404	Palisade Asset Management, LLC	$672K	4,812	0	NO CHANGE
405	Allworth Financial LP	$653K	4,677	+1,776	ADD
406	Vivaldi Capital Management LP	$650K	4,660	−1	TRIM
407	Vontobel Holding Ltd.	$647K	4,639	0	NO CHANGE
408	BRADLEY FOSTER & SARGENT INC/CT	$641K	4,590	−5	TRIM
409	Evelyn Partners Investment Management LLP	$641K	4,590	0	NO CHANGE
410	PRUDENTIAL PLC	$629K	4,504	−14,175	TRIM
411	Kera Capital Partners, Inc.	$626K	4,488	+195	ADD
412	Triangle Securities Wealth Management	$624K	4,470	−115	TRIM
413	Dai-ichi Life Insurance Company, Ltd	$615K	4,407	0	NO CHANGE
414	Carnegie Investment Counsel	$615K	4,404	0	NO CHANGE
415	Apollon Wealth Management, LLC	$596K	4,269	−110	TRIM
416	Live Oak Private Wealth LLC	$594K	4,256	0	NO CHANGE
417	BALYASNY ASSET MANAGEMENT L.P.	$592K	4,244	−127,939	TRIM
418	EVOLVE PRIVATE WEALTH, LLC	$587K	4,206	+334	ADD
419	WADDELL & ASSOCIATES, LLC	$581K	4,161	+1,937	ADD
420	FARMERS & MERCHANTS INVESTMENTS INC	$577K	4,133	0	NO CHANGE
421	JUNCTURE WEALTH STRATEGIES, LLC	$575K	4,120	−92	TRIM
422	CURA WEALTH ADVISORS, LLC	$572K	4,099	0	NO CHANGE
423	GUGGENHEIM CAPITAL LLC	$571K	4,089	−1,128	TRIM
424	HUB Investment Partners, LLC	$570K	4,083	+594	ADD
425	Private Wealth Partners, LLC	$569K	4,075	−25	TRIM
426	OUTFITTERS FINANCIAL LLC	$558K	4,000	0	NO CHANGE
427	Smith Group Asset Management, LLC	$558K	4,000	0	NO CHANGE
428	CWS Financial Advisors, LLC	$558K	3,997	+77	ADD
429	BAHL & GAYNOR INC	$558K	3,995	0	NO CHANGE
430	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$540K	3,866	+1,539	ADD
431	OPPENHEIMER & CO INC	$537K	3,846	−416	TRIM
432	Mach-1 Financial Group, LLC	$535K	3,833	−932	TRIM
433	Oceanside Advisors LLC	$531K	3,803	0	NO CHANGE
434	SIGNATUREFD, LLC	$525K	3,762	+211	ADD
435	Performance Wealth Partners, LLC	$525K	3,758	+53	ADD
436	Ballentine Partners, LLC	$518K	3,714	+45	ADD
437	Meiji Yasuda Asset Management Co Ltd.	$518K	3,711	−87	TRIM
438	Farringdon Capital, Ltd.	$518K	3,710	−788	TRIM
439	Frec Markets, Inc.	$516K	3,700	+3,700	NEW
440	Moors & Cabot, Inc.	$509K	3,648	+92	ADD
441	Central Pacific Bank - Trust Division	$502K	3,600	0	NO CHANGE
442	MATHER GROUP, LLC.	$500K	3,582	+25	ADD
443	Integrated Quantitative Investments LLC	$500K	3,580	+3,580	NEW
444	Jain Global LLC	$497K	3,564	+3,564	NEW
445	IHT Wealth Management, LLC	$497K	3,558	+217	ADD
446	Gotham Asset Management, LLC	$487K	3,487	−31	TRIM
447	Assenagon Asset Management S.A.	$483K	3,458	−24,479	TRIM
448	CITIZENS FINANCIAL GROUP INC/RI	$481K	3,433	+1,379	ADD
449	Cauble & Harre Wealth Management, Inc.	$481K	2,961	0	NO CHANGE
450	SummitTX Capital, L.P.	$481K	3,444	+3,444	NEW
451	Trueblood Wealth Management, LLC	$476K	3,413	−1,272	TRIM
452	WINTON GROUP Ltd	$464K	3,321	+3,321	NEW
453	NAVELLIER & ASSOCIATES INC	$462K	3,313	−140	TRIM
454	MQS Management LLC	$450K	3,224	+3,224	NEW
455	SAGESPRING WEALTH PARTNERS, LLC	$448K	3,213	+272	ADD
456	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$447K	3,200	−1,900	TRIM
457	Bayforest Capital Ltd	$442K	3,165	−306	TRIM
458	PINNACLE ASSOCIATES LTD	$440K	3,150	+38	ADD
459	First City Capital Management, Inc.	$439K	3,145	0	NO CHANGE
460	Cyndeo Wealth Partners, LLC	$439K	3,142	0	NO CHANGE
461	UHLMANN PRICE SECURITIES, LLC	$437K	3,129	+29	ADD
462	Waverly Advisors, LLC	$436K	3,123	+586	ADD
463	GATEWAY INVESTMENT ADVISERS LLC	$431K	3,089	+3,089	NEW
464	Banque Cantonale Vaudoise	$429K	3,075	+119	ADD
465	One Wealth Advisors, LLC	$428K	3,069	+980	ADD
466	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$428K	3,065	−18	TRIM
467	Vise Technologies, Inc.	$424K	3,101	0	NO CHANGE
468	EQUITABLE TRUST CO	$416K	2,984	+43	ADD
469	Caerus Investment Advisors, LLC	$416K	2,984	−990	TRIM
470	Optas, LLC	$416K	2,983	−8	TRIM
471	111 Capital	$416K	2,981	+2,981	NEW
472	GM Advisory Group, LLC	$416K	2,978	+17	ADD
473	Callan Family Office, LLC	$415K	2,973	−483	TRIM
474	Baader Bank Aktiengesellschaft	$408K	2,925	+2,925	NEW
475	iSAM Funds (UK) Ltd	$405K	2,905	+2,905	NEW
476	TEMA ETFS LLC	$403K	2,884	+14	ADD
477	Sivia Capital Partners, LLC	$399K	2,861	−197	TRIM
478	Brown Miller Wealth Management, LLC	$392K	2,812	−761	TRIM
479	Meeder Advisory Services, Inc.	$388K	2,781	+420	ADD
480	Brand Asset Management Group, Inc.	$382K	2,739	−40	TRIM
481	Legacy Bridge, LLC	$377K	2,700	0	NO CHANGE
482	AlphaCore Capital LLC	$375K	2,676	+1,319	ADD
483	OLD NATIONAL BANCORP /IN/	$372K	2,663	+83	ADD
484	VestGen Advisors, LLC	$367K	2,262	+2,262	NEW
485	CAMBIENT FAMILY OFFICE, LLC	$366K	2,608	+118	ADD
486	Perbak Capital Partners LLP	$366K	2,619	+2,619	NEW
487	Tower Research Capital LLC (TRC)	$365K	2,612	−8,332	TRIM
488	ROBERTS GLORE & CO INC /IL/	$360K	2,576	0	NO CHANGE
489	Lighthouse Investment Partners, LLC	$358K	2,563	+2,563	NEW
490	Pinnacle Wealth Management Advisory Group, LLC	$357K	2,558	−53	TRIM
491	Koshinski Asset Management, Inc.	$355K	2,545	−41	TRIM
492	RIVERSEDGE ADVISORS, LLC	$347K	2,484	+24	ADD
493	Canvas Wealth Advisors, LLC	$345K	2,459	−501	TRIM
494	BEACON FINANCIAL GROUP	$345K	2,468	—	NO PRIOR
495	Long Road Investment Counsel, LLC	$342K	2,450	0	NO CHANGE
496	MAIRS & POWER INC	$335K	2,400	0	NO CHANGE
497	WELCH & FORBES LLC	$332K	2,380	0	NO CHANGE
498	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$331K	2,172	+182	ADD
499	Clearstead Advisors, LLC	$330K	2,365	−486	TRIM
500	Perigon Wealth Management, LLC	$329K	2,360	−444	TRIM

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

Congress ↔ notable managers · NTRS

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Bridgewater Associates, Caxton Associates $2.3M held
Trimming: 1 Gotham Asset Management $487K held

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

Merged timeline of congressional filings and notable-manager moves on NTRS
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	ADD	+3,750 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−31 sh
2026-05-14	Caxton Associates 13F	NEW	+1,509 sh

3 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

9 members of Congress disclosed NTRS — 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).