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 ↗

O'REILLY AUTOMOTIVE INC · COM · quarter ended 2026-03-31 · 14 members disclosed ORLY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,354 holders are listed, largest first: 1,354
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $57.3B
holders whose share count rose or who opened the position (new + add), by shares: 609
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 166

Holders — quarter ended 2026-03-31

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

13F holders of ORLY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.0B	65,207,976	+1,399,067	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.1B	54,742,060	—	NO PRIOR
3	STATE STREET CORP	$3.4B	36,720,286	−485,812	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$2.3B	24,581,785	+441,288	ADD
5	FMR LLC	$1.7B	18,380,122	−3,216,619	TRIM
6	PRINCIPAL FINANCIAL GROUP INC	$1.7B	18,066,239	−3,560,471	TRIM
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	16,676,276	—	NO PRIOR
8	Nuveen, LLC	$1.4B	15,070,600	+3,721,733	ADD
9	MORGAN STANLEY	$1.4B	14,872,802	−1,026,331	TRIM
10	Bank of New York Mellon Corp	$1.2B	13,006,417	−1,282,641	TRIM
11	BANK OF AMERICA CORP /DE/	$857M	9,281,044	−771,747	TRIM
12	JENNISON ASSOCIATES LLC	$854M	9,253,729	−2,723,982	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$848M	9,187,752	+1,540,825	ADD
14	NORTHERN TRUST CORP	$827M	8,961,425	−147,096	TRIM
15	Invesco Ltd.	$802M	8,688,620	−1,311,660	TRIM
16	Amundi	$784M	8,497,984	+1,397,671	ADD
17	WELLINGTON MANAGEMENT GROUP LLP	$772M	8,363,033	−6,392,243	TRIM
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$713M	7,721,557	−293,501	TRIM
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$682M	7,269,299	−734,405	TRIM
20	Baird Financial Group, Inc.	$632M	6,841,844	+6,841,844	NEW
21	UBS Group AG	$601M	6,507,410	+376,509	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$592M	6,416,260	+159,575	ADD
23	Legal & General Group Plc	$506M	5,483,793	+35,234	ADD
24	ROYAL BANK OF CANADA	$473M	5,125,882	−23,434	TRIM
25	CITADEL ADVISORS LLC	$448M	4,851,312	−8,668	TRIM
26	VANGUARD FIDUCIARY TRUST CO	$448M	4,847,806	—	NO PRIOR
27	VICTORY CAPITAL MANAGEMENT INC	$427M	4,631,035	−2,091,243	TRIM
28	D. E. Shaw & Co., Inc.	$410M	4,444,693	+3,419,801	ADD
29	AKRE CAPITAL MANAGEMENT LLC	$359M	3,885,813	−2,834,006	TRIM
30	WELLS FARGO & COMPANY/MN	$343M	3,711,699	+17,141	ADD
31	ENVESTNET ASSET MANAGEMENT INC	$337M	3,651,679	+77,425	ADD
32	MARSHFIELD ASSOCIATES	$324M	3,513,674	−392,970	TRIM
33	SCHRODER INVESTMENT MANAGEMENT GROUP	$292M	3,165,002	+51,099	ADD
34	Janus Henderson Group Ltd.	$283M	3,062,102	+850,312	ADD
35	Assenagon Asset Management S.A.	$280M	3,034,104	+1,296,939	ADD
36	Winslow Capital Management, LLC	$272M	2,951,148	+2,936,318	ADD
37	BARCLAYS PLC	$272M	2,946,688	−161,136	TRIM
38	TWO SIGMA INVESTMENTS, LP	$263M	2,851,180	+2,676,421	ADD
39	WELCH & FORBES LLC	$261M	2,832,170	−37,617	TRIM
40	BALYASNY ASSET MANAGEMENT L.P.	$259M	2,808,267	+1,026,058	ADD
41	CANADA PENSION PLAN INVESTMENT BOARD	$256M	2,773,581	+2,127,514	ADD
42	DEUTSCHE BANK AG\	$253M	2,745,542	−14,893	TRIM
43	Swiss National Bank	$229M	2,477,200	+152,100	ADD
44	Capital World Investors	$229M	2,475,711	+530,774	ADD
45	MILLENNIUM MANAGEMENT LLC	$226M	2,442,944	+1,900,418	ADD
46	Squarepoint Ops LLC	$219M	2,367,622	−16,843	TRIM
47	STIFEL FINANCIAL CORP	$212M	2,299,145	+7,837	ADD
48	FIRST MANHATTAN CO. LLC.	$209M	2,268,003	−16,612	TRIM
49	DIMENSIONAL FUND ADVISORS LP	$207M	2,240,651	+153,121	ADD
50	National Pension Service	$206M	2,235,414	+2,235,414	NEW
51	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$204M	2,210,034	−771,473	TRIM
52	KING LUTHER CAPITAL MANAGEMENT CORP	$204M	2,205,859	−75,777	TRIM
53	JANE STREET GROUP, LLC	$201M	2,180,376	+665,415	ADD
54	Point72 Asset Management, L.P.	$198M	2,143,297	+2,143,297	NEW
55	AMERIPRISE FINANCIAL INC	$197M	2,135,173	−430,313	TRIM
56	AQR CAPITAL MANAGEMENT LLC	$194M	2,103,025	−376,122	TRIM
57	RAYMOND JAMES FINANCIAL INC	$188M	2,034,134	−78,297	TRIM
58	Sumitomo Mitsui Trust Group, Inc.	$188M	2,033,362	−100,645	TRIM
59	Mitsubishi UFJ Asset Management Co., Ltd.	$182M	1,974,366	+103,447	ADD
60	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$175M	1,894,717	−261,885	TRIM
61	CIBC Bancorp USA Inc.	$174M	1,881,940	—	NO PRIOR
62	Vanguard Global Advisers, LLC	$171M	1,847,128	—	NO PRIOR
63	TD ASSET MANAGEMENT INC	$170M	1,842,997	−230,544	TRIM
64	HSBC HOLDINGS PLC	$168M	1,816,772	−1,656,536	TRIM
65	ABN AMRO Bank N.V.	$162M	1,741,322	+1,689,008	ADD
66	AMERICAN CENTURY COMPANIES INC	$156M	1,686,282	+275,137	ADD
67	Qube Research & Technologies Ltd	$154M	1,669,653	−627,042	TRIM
68	VOYA INVESTMENT MANAGEMENT LLC	$143M	1,552,243	+182,693	ADD
69	Alyeska Investment Group, L.P.	$142M	1,534,998	+1,534,998	NEW
70	NOMURA ASSET MANAGEMENT CO LTD	$141M	1,527,846	+99,156	ADD
71	CONGRESS ASSET MANAGEMENT CO	$141M	1,524,657	−12,456	TRIM
72	Connor, Clark & Lunn Investment Management Ltd.	$138M	1,489,555	−132,516	TRIM
73	VANGUARD ASSET MANAGEMENT, Ltd	$136M	1,467,921	—	NO PRIOR
74	BANK OF MONTREAL /CAN/	$125M	1,355,508	−167,733	TRIM
75	BNP Paribas Asset Management Holding S.A.	$125M	1,352,437	−93,526	TRIM
76	Ensign Peak Advisors, Inc	$119M	1,287,220	−194,032	TRIM
77	ALLIANCEBERNSTEIN L.P.	$119M	1,299,787	−125,344	TRIM
78	MACKENZIE FINANCIAL CORP	$118M	1,281,270	+322,374	ADD
79	SEI INVESTMENTS CO	$116M	1,253,806	+777,612	ADD
80	Man Group plc	$115M	1,241,329	+368,712	ADD
81	ProShare Advisors LLC	$109M	1,184,851	−280,139	TRIM
82	FRANKLIN RESOURCES INC	$107M	1,161,215	−5,830	TRIM
83	Railway Pension Investments Ltd	$107M	1,156,151	−103,600	TRIM
84	BLAIR WILLIAM & CO/IL	$102M	1,104,400	−9,640	TRIM
85	JUPITER ASSET MANAGEMENT LTD	$101M	1,110,196	+1,110,196	NEW
86	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$99.2M	1,074,653	+202,272	ADD
87	Clearbridge Investments, LLC	$98.6M	1,067,914	−127,632	TRIM
88	NATIONAL BANK OF CANADA /FI/	$95.1M	1,030,261	+150,703	ADD
89	CITIGROUP INC	$92.5M	1,002,369	+31,233	ADD
90	Epoch Investment Partners, Inc.	$90.0M	974,776	−120,078	TRIM
91	NICHOLAS COMPANY, INC.	$88.6M	960,195	−675	TRIM
92	Port Capital LLC	$87.0M	942,570	−32,607	TRIM
93	NEW YORK STATE COMMON RETIREMENT FUND	$83.9M	908,490	−8,800	TRIM
94	ING GROEP NV	$83.7M	907,103	+393,838	ADD
95	WESTFIELD CAPITAL MANAGEMENT CO LP	$82.0M	887,999	−64,703	TRIM
96	Quantinno Capital Management LP	$81.4M	882,175	+293,646	ADD
97	LPL Financial LLC	$79.9M	865,524	+58,208	ADD
98	Aberdeen Group plc	$79.7M	863,870	−16,146	TRIM
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$79.1M	853,687	+79,607	ADD
100	DAVENPORT & Co LLC	$77.5M	840,428	−153,914	TRIM
101	CENTRAL TRUST Co	$75.0M	812,286	−43,604	TRIM
102	Rockefeller Capital Management L.P.	$74.9M	811,160	+58,088	ADD
103	Korea Investment CORP	$74.1M	802,775	+99,709	ADD
104	Pictet Asset Management Holding SA	$73.1M	792,359	+43,163	ADD
105	AVENIR CORP	$69.2M	749,700	−7,932	TRIM
106	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$69.0M	747,790	−5,085	TRIM
107	AVIVA PLC	$68.0M	736,989	+20,738	ADD
108	Corient Private Wealth LLC	$67.9M	737,626	−1,506,432	TRIM
109	LONDON CO OF VIRGINIA	$66.9M	724,846	−30,868	TRIM
110	FIFTH THIRD BANCORP	$65.7M	712,257	+157,159	ADD
111	TUDOR INVESTMENT CORP ET AL	$65.4M	708,749	+397,855	ADD
112	OFI INVEST ASSET MANAGEMENT	$64.1M	800,000	+798,049	ADD
113	Bowie Capital Management, LLC	$63.2M	684,513	−38,488	TRIM
114	SCHWARTZ INVESTMENT COUNSEL INC	$61.4M	665,000	0	NO CHANGE
115	Banque Transatlantique SA	$60.6M	655,952	+30,208	ADD
116	ADAGE CAPITAL PARTNERS GP, L.L.C.	$59.7M	646,200	−38,700	TRIM
117	GUGGENHEIM CAPITAL LLC	$57.9M	627,062	+29,966	ADD
118	PFA Pension, Forsikringsaktieselskab	$57.5M	622,632	+622,632	NEW
119	BANQUE PICTET & CIE SA	$55.2M	597,537	−13,484	TRIM
120	PARNASSUS INVESTMENTS, LLC	$54.6M	592,017	−27,334	TRIM
121	WESTWOOD HOLDINGS GROUP INC	$54.5M	589,886	−13,140	TRIM
122	NEOS Investment Management LLC	$53.9M	583,691	+117,287	ADD
123	Bank Pictet & Cie (Europe) AG	$52.5M	568,992	+22,953	ADD
124	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$52.0M	562,944	+13,608	ADD
125	EVENTIDE ASSET MANAGEMENT, LLC	$49.8M	539,880	−1,987	TRIM
126	ARGENT CAPITAL MANAGEMENT LLC	$49.6M	536,802	−46,882	TRIM
127	US BANCORP \DE\	$48.0M	520,350	−10,827	TRIM
128	Fiera Capital Corp	$47.3M	512,187	+172,989	ADD
129	Mitsubishi UFJ Trust & Banking Corp	$46.6M	504,498	−2,512	TRIM
130	HOWLAND CAPITAL MANAGEMENT LLC	$46.5M	504,165	+18,424	ADD
131	Mirae Asset Global Investments Co., Ltd.	$45.1M	488,144	+53,168	ADD
132	STATE OF WISCONSIN INVESTMENT BOARD	$44.9M	486,487	+15,426	ADD
133	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$44.6M	483,384	+158,950	ADD
134	Woodline Partners LP	$44.6M	482,953	+338,853	ADD
135	APG Asset Management N.V.	$44.6M	556,314	−11,418	TRIM
136	DF DENT & CO INC	$43.6M	471,882	−16,170	TRIM
137	Carnegie Investment Counsel	$43.5M	492,898	+25,758	ADD
138	TEACHER RETIREMENT SYSTEM OF TEXAS	$42.7M	462,694	+47,689	ADD
139	Creative Planning	$42.3M	458,602	+786	ADD
140	UMB Bank, n.a.	$41.5M	449,410	−2,847	TRIM
141	Fisher Asset Management, LLC	$41.5M	449,380	−176,780	TRIM
142	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$41.2M	446,228	−36,587	TRIM
143	ABN AMRO INVESTMENT SOLUTIONS	$40.6M	439,649	+405,355	ADD
144	Annex Advisory Services, LLC	$40.1M	434,926	+5,212	ADD
145	Swedbank AB	$40.0M	433,326	+870	ADD
146	ROYAL LONDON ASSET MANAGEMENT LTD	$39.8M	431,448	−781	TRIM
147	Vantage Investment Partners, LLC	$39.7M	430,326	−92	TRIM
148	ASR Vermogensbeheer N.V.	$39.6M	429,157	+16,021	ADD
149	DANSKE BANK A/S	$39.0M	422,363	−3,461	TRIM
150	Chevy Chase Trust Holdings, LLC	$38.9M	421,061	−14,727	TRIM
151	Vanguard Investments Australia, Ltd.	$38.8M	420,653	—	NO PRIOR
152	Missouri Trust & Investment Co	$38.8M	420,010	+475	ADD
153	EASTERN BANK	$38.3M	414,947	+220,504	ADD
154	Voleon Capital Management LP	$38.1M	412,238	+104,819	ADD
155	Interval Partners, LP	$38.0M	412,023	+412,023	NEW
156	MERCER GLOBAL ADVISORS INC /ADV	$36.6M	396,590	−23,429	TRIM
157	PRUDENTIAL FINANCIAL INC	$36.4M	394,822	−64,193	TRIM
158	OSAIC HOLDINGS, INC.	$36.2M	391,791	−14,404	TRIM
159	STOREBRAND ASSET MANAGEMENT AS	$36.0M	390,067	—	NO PRIOR
160	Cetera Investment Advisers	$35.6M	385,835	−65	TRIM
161	Provident Investment Management, Inc.	$35.4M	383,234	0	NO CHANGE
162	EP Wealth Advisors, LLC	$35.1M	380,619	+16,956	ADD
163	CIBC Asset Management Inc	$35.1M	379,935	−1,579	TRIM
164	Broad Run Investment Management, LLC	$35.0M	378,688	−20,066	TRIM
165	Lansforsakringar Fondforvaltning AB (publ)	$34.5M	373,902	−127,737	TRIM
166	Asset Management One Co., Ltd.	$34.2M	370,067	−5,410	TRIM
167	FULLER & THALER ASSET MANAGEMENT, INC.	$33.5M	362,434	−137,804	TRIM
168	KEYBANK NATIONAL ASSOCIATION/OH	$33.1M	359,025	+326,664	ADD
169	Verition Fund Management LLC	$32.7M	354,086	+239,247	ADD
170	Allspring Global Investments Holdings, LLC	$32.0M	347,870	−227,105	TRIM
171	ASSETMARK, INC	$31.6M	342,624	−46,217	TRIM
172	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$31.6M	341,872	+86	ADD
173	Schonfeld Strategic Advisors LLC	$31.4M	340,698	+266,093	ADD
174	Sanctuary Advisors, LLC	$30.7M	332,920	−17,795	TRIM
175	L. Roy Papp & Associates, LLP	$30.7M	332,865	−9,382	TRIM
176	CREDIT AGRICOLE S A	$30.7M	332,036	+238,902	ADD
177	Empowered Funds, LLC	$30.6M	331,488	+276,761	ADD
178	FEDERATED HERMES, INC.	$30.5M	330,136	−217,458	TRIM
179	TRUIST FINANCIAL CORP	$30.2M	327,303	−14,651	TRIM
180	KLP KAPITALFORVALTNING AS	$30.1M	326,515	+8,900	ADD
181	Resona Asset Management Co.,Ltd.	$29.9M	324,187	+4,349	ADD
182	WORLDQUANT MILLENNIUM ADVISORS LLC	$29.8M	322,677	+322,677	NEW
183	Trexquant Investment LP	$29.3M	317,726	+317,726	NEW
184	Susquehanna Portfolio Strategies, LLC	$28.2M	305,532	+95,043	ADD
185	Calamos Advisors LLC	$28.1M	303,920	+71,800	ADD
186	Aristotle Atlantic Partners, LLC	$27.8M	301,446	−6,624	TRIM
187	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$27.1M	293,474	+293,474	NEW
188	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$26.8M	290,835	+41,647	ADD
189	State of New Jersey Common Pension Fund D	$26.6M	288,312	0	NO CHANGE
190	COMMERCE BANK	$26.0M	282,017	−900	TRIM
191	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$25.8M	279,585	−15,255	TRIM
192	Blue Chip Partners, LLC	$25.6M	276,916	+10,101	ADD
193	Daiwa Securities Group Inc.	$25.4M	274,997	−18,618	TRIM
194	Marble Harbor Investment Counsel, LLC	$25.2M	273,071	−10,675	TRIM
195	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$25.2M	272,782	−19,085	TRIM
196	TOKIO MARINE ASSET MANAGEMENT CO LTD	$24.8M	268,522	+16,850	ADD
197	HighTower Advisors, LLC	$24.8M	268,324	−81,979	TRIM
198	OMERS ADMINISTRATION Corp	$24.7M	267,741	+235,926	ADD
199	Illinois Municipal Retirement Fund	$24.7M	267,100	−63,627	TRIM
200	TORONTO DOMINION BANK	$24.6M	266,868	−191,138	TRIM
201	NISA INVESTMENT ADVISORS, LLC	$24.3M	263,313	−57,669	TRIM
202	BARTLETT & CO. WEALTH MANAGEMENT LLC	$24.3M	258,372	+254,999	ADD
203	Tredje AP-fonden	$23.7M	256,257	+256,212	ADD
204	MOGY JOEL R INVESTMENT COUNSEL INC	$23.7M	256,250	+504	ADD
205	SHELTON CAPITAL MANAGEMENT	$23.3M	252,772	+12,226	ADD
206	Ironvine Capital Partners, LLC	$23.3M	252,509	−100	TRIM
207	SEGALL BRYANT & HAMILL, LLC	$23.1M	250,022	+291	ADD
208	Gotham Asset Management, LLC	$22.9M	248,251	+99,455	ADD
209	Engineers Gate Manager LP	$22.3M	242,022	+154,150	ADD
210	TD Waterhouse Canada Inc.	$22.2M	240,728	+92,939	ADD
211	SAPIENT CAPITAL LLC	$22.0M	238,760	−147,363	TRIM
212	Horrell Capital Management, Inc.	$21.7M	234,853	−20,946	TRIM
213	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.6M	234,501	+5,642	ADD
214	MetLife Investment Management, LLC	$21.4M	231,672	−7,985	TRIM
215	Arizona State Retirement System	$21.3M	231,270	−8,448	TRIM
216	Nippon Life Global Investors Americas, Inc.	$21.3M	231,220	+224,670	ADD
217	Destination Wealth Management	$21.3M	230,211	+2,900	ADD
218	Czech National Bank	$21.2M	229,290	+6,712	ADD
219	NORDEA INVESTMENT MANAGEMENT AB	$21.1M	231,197	+50,708	ADD
220	Mariner, LLC	$21.1M	228,520	−27,984	TRIM
221	XPONANCE LLC	$21.0M	227,946	+18,011	ADD
222	Cerity Partners LLC	$20.9M	226,252	−5,357	TRIM
223	One Madison Group LLC	$20.3M	220,000	+60,000	ADD
224	STATE OF MICHIGAN RETIREMENT SYSTEM	$20.3M	219,945	−1,000	TRIM
225	JLB & ASSOCIATES INC	$20.3M	219,817	−5,536	TRIM
226	Zurcher Kantonalbank (Zurich Cantonalbank)	$20.0M	217,202	+217,202	NEW
227	Overbrook Management Corp	$20.0M	216,380	+54,829	ADD
228	INTECH INVESTMENT MANAGEMENT LLC	$19.9M	215,375	+41,310	ADD
229	WealthCare Asset Management, LLC	$19.5M	211,600	+54,136	ADD
230	NATIXIS	$19.4M	210,289	−30,025	TRIM
231	BANK OF NOVA SCOTIA	$19.3M	208,822	+24,850	ADD
232	ADAMS DIVERSIFIED EQUITY FUND, INC.	$19.2M	208,500	−3,100	TRIM
233	Badgley Phelps Wealth Managers, LLC	$19.1M	207,053	+1,216	ADD
234	RIHO Partners, LLC	$18.9M	204,552	—	NO PRIOR
235	COMMONWEALTH EQUITY SERVICES, LLC	$18.8M	204,031	−5,035	TRIM
236	UniSuper Management Pty Ltd	$18.8M	203,473	−43,913	TRIM
237	Foster Victor Wealth Advisors, LLC	$18.7M	200,093	−6,293	TRIM
238	Cornerstone Advisors, LLC	$18.6M	201,861	+120,261	ADD
239	DnB Asset Management AS	$18.5M	200,610	+15,827	ADD
240	MIDDLETON & CO INC/MA	$18.5M	200,503	−1,243	TRIM
241	Clio Asset Management LLC	$18.3M	197,979	−49,518	TRIM
242	FIRST TRUST ADVISORS LP	$18.1M	196,511	−150,121	TRIM
243	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$18.1M	196,117	−226	TRIM
244	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$18.1M	214,884	+15,923	ADD
245	BARR E S & CO	$18.0M	195,533	−2,050	TRIM
246	Forvis Mazars Wealth Advisors, LLC	$17.8M	192,929	−4,886	TRIM
247	OPPENHEIMER & CO INC	$17.8M	192,837	−10,136	TRIM
248	Lombard Odier Asset Management (Switzerland) SA	$17.6M	190,500	+54,435	ADD
249	FLPUTNAM INVESTMENT MANAGEMENT CO	$17.6M	190,228	−4,646	TRIM
250	Visionary Wealth Advisors	$17.5M	189,329	−1,166	TRIM
251	Aware Super Pty Ltd as trustee of Aware Super	$17.4M	188,614	—	NO PRIOR
252	Rafferty Asset Management, LLC	$17.2M	186,073	−26,264	TRIM
253	Swiss Life Asset Management Ltd	$16.8M	181,804	+23,972	ADD
254	Retirement Systems of Alabama	$16.5M	178,785	−785	TRIM
255	WEDGEWOOD PARTNERS INC	$16.5M	178,397	−10,329	TRIM
256	South Street Advisors LLC	$16.4M	177,762	+1,948	ADD
257	Steward Partners Investment Advisory, LLC	$16.4M	177,559	+17,489	ADD
258	CIBC WORLD MARKET INC.	$16.3M	176,047	+3,791	ADD
259	Cumberland Partners Ltd	$16.2M	175,952	−1,855	TRIM
260	SEB Asset Management AB	$16.2M	175,260	—	NO PRIOR
261	Rakuten Investment Management, Inc.	$16.1M	174,594	+17,804	ADD
262	Andra AP-fonden	$15.9M	172,742	+58,642	ADD
263	Stony Point Capital LLC	$15.9M	171,807	−750	TRIM
264	Covea Finance	$15.5M	168,162	+22,617	ADD
265	IFM Investors Pty Ltd	$15.5M	168,109	+2,619	ADD
266	SummitTX Capital, L.P.	$15.3M	166,220	+153,587	ADD
267	Brookstone Capital Management	$15.3M	165,636	+1,622	ADD
268	Robeco Institutional Asset Management B.V.	$15.0M	162,718	−149,380	TRIM
269	USS Investment Management Ltd	$14.9M	161,233	+3,905	ADD
270	Vanguard Personalized Indexing Management, LLC	$14.9M	161,220	+2,595	ADD
271	Focus Partners Wealth	$14.7M	159,059	+18,251	ADD
272	MONETA GROUP INVESTMENT ADVISORS LLC	$14.6M	157,712	−1,165	TRIM
273	Wealthfront Advisers LLC	$14.5M	157,188	+68	ADD
274	Varma Mutual Pension Insurance Co	$14.1M	152,720	0	NO CHANGE
275	Tidal Investments LLC	$14.0M	151,203	+21,261	ADD
276	Solidarity Wealth, LLC	$13.8M	149,046	+22,607	ADD
277	Pathstone Holdings, LLC	$13.8M	149,017	+9,341	ADD
278	Walker Asset Management, LLC	$13.6M	147,028	−98	TRIM
279	Rockbridge Asset Management LLC	$13.5M	145,884	−16,001	TRIM
280	FIL Ltd	$13.4M	145,577	+126,206	ADD
281	Glenview Trust Co	$13.2M	143,421	+4,986	ADD
282	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$13.2M	143,355	−6,662	TRIM
283	CFM WEALTH PARTNERS LLC	$13.2M	142,930	−1,141	TRIM
284	Clearstead Advisors, LLC	$13.1M	141,643	+11,111	ADD
285	BRANT POINT INVESTMENT MANAGEMENT LLC	$12.7M	137,765	−5,005	TRIM
286	Utah Retirement Systems	$12.6M	136,911	−3,375	TRIM
287	MARSICO CAPITAL MANAGEMENT LLC	$12.6M	136,140	0	NO CHANGE
288	PUBLIC SECTOR PENSION INVESTMENT BOARD	$12.5M	135,155	+26,222	ADD
289	NewEdge Advisors, LLC	$12.4M	134,666	+134,666	NEW
290	OAK RIDGE INVESTMENTS LLC	$12.1M	131,035	−5,367	TRIM
291	TCV Trust & Wealth Management, Inc.	$12.0M	129,841	−8	TRIM
292	Pelham Capital Ltd.	$12.0M	129,767	−18,250	TRIM
293	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.8M	128,076	+1,724	ADD
294	Graham Capital Management, L.P.	$11.8M	127,894	+116,014	ADD
295	M&T BANK CORP	$11.8M	127,358	−14,316	TRIM
296	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.6M	125,569	+3,038	ADD
297	Eurizon Capital SGR S.p.A.	$11.5M	124,771	−13,781	TRIM
298	JACOBS LEVY EQUITY MANAGEMENT, INC	$11.5M	124,183	−2,568,144	TRIM
299	McKinley Carter Wealth Services, Inc.	$11.4M	124,008	−573	TRIM
300	IPG Investment Advisors LLC	$11.4M	123,564	+20,599	ADD
301	Danica Pension, Livsforsikringsaktieselskab	$11.1M	120,651	+120,651	NEW
302	BTC Capital Management, Inc.	$11.1M	120,131	+4,535	ADD
303	Pictet North America Advisors SA	$11.0M	118,846	+981	ADD
304	FIDUCIARY TRUST CO	$11.0M	118,790	−1,664	TRIM
305	REGIONS FINANCIAL CORP	$10.9M	117,570	−5,982	TRIM
306	OP Asset Management Ltd	$10.8M	117,274	—	NO PRIOR
307	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.7M	116,343	−34,227	TRIM
308	Investment Management Corp of Ontario	$10.7M	115,647	+16,635	ADD
309	FACTORY MUTUAL INSURANCE CO	$10.4M	112,500	0	NO CHANGE
310	McBroom & Associates, LLC	$10.3M	111,989	−10,095	TRIM
311	KAVAR CAPITAL PARTNERS GROUP, LLC	$10.3M	111,208	−136	TRIM
312	NOMURA HOLDINGS INC	$10.1M	109,580	−231,029	TRIM
313	Cinctive Capital Management LP	$9.9M	107,657	−36,980	TRIM
314	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.9M	107,143	−57,677	TRIM
315	F/m Investments LLC	$9.8M	106,505	−904	TRIM
316	Strategic Wealth Investment Group, LLC	$9.7M	105,218	+2,396	ADD
317	Waverly Advisors, LLC	$9.6M	103,768	+457	ADD
318	Vident Advisory, LLC	$9.5M	103,144	+19,551	ADD
319	Elk River Wealth Management LLC	$9.5M	103,042	+401	ADD
320	CARDEROCK CAPITAL MANAGEMENT INC	$9.4M	102,303	−611	TRIM
321	Unisphere Establishment	$9.3M	100,900	−5,000	TRIM
322	YOUSIF CAPITAL MANAGEMENT, LLC	$9.2M	99,228	−3,464	TRIM
323	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.9M	96,418	−200	TRIM
324	STEPHENS INC /AR/	$8.8M	95,452	−694	TRIM
325	&PARTNERS	$8.4M	91,235	−649	TRIM
326	OPPENHEIMER ASSET MANAGEMENT INC.	$8.4M	91,124	+3,890	ADD
327	EULAV Asset Management	$8.3M	90,000	0	NO CHANGE
328	SEVEN GRAND MANAGERS, LLC	$8.3M	90,000	0	NO CHANGE
329	Northwest & Ethical Investments L.P.	$8.3M	89,976	−31,530	TRIM
330	Envestnet Portfolio Solutions, Inc.	$8.3M	89,855	−26	TRIM
331	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.3M	89,534	−1,087	TRIM
332	Eos Management, L.P.	$8.2M	89,362	−87,188	TRIM
333	Avanza Fonder AB	$8.1M	88,232	+159	ADD
334	Obion Capital Management LP	$8.1M	88,145	0	NO CHANGE
335	London & Capital Asset Management Ltd	$8.1M	87,619	−420,851	TRIM
336	FIRST NATIONAL BANK OF OMAHA	$8.1M	87,543	−11,396	TRIM
337	PALISADE CAPITAL MANAGEMENT, LP	$8.0M	86,882	+5,134	ADD
338	MML INVESTORS SERVICES, LLC	$8.0M	86,771	−8,248	TRIM
339	Lombard Odier Asset Management (Europe) Ltd	$8.0M	86,469	−1,627	TRIM
340	AMERICAN CAPITAL MANAGEMENT INC	$8.0M	86,235	0	NO CHANGE
341	Pinnacle Family Advisors, LLC	$7.9M	85,422	+6,120	ADD
342	Dai-ichi Life Insurance Company, Ltd	$7.9M	85,294	−10,201	TRIM
343	DE BURLO GROUP INC	$7.8M	84,875	−296,850	TRIM
344	QUEST INVESTMENT MANAGEMENT LLC	$7.7M	83,582	−1,880	TRIM
345	MACQUARIE GROUP LTD	$7.7M	83,292	−61,921	TRIM
346	HB Wealth Management, LLC	$7.6M	82,863	+88	ADD
347	Radnor Capital Management, LLC	$7.6M	82,390	+430	ADD
348	Norinchukin Bank, The	$7.5M	81,731	+2,525	ADD
349	CITIZENS FINANCIAL GROUP INC/RI	$7.5M	81,457	+65,097	ADD
350	Callan Family Office, LLC	$7.5M	80,931	−1,024	TRIM
351	Unison Asset Management LLC	$7.4M	80,351	+1,838	ADD
352	Shelter Rock Management, LLC	$7.4M	80,343	+2,614	ADD
353	Generali Asset Management SPA SGR	$7.2M	78,359	+1,243	ADD
354	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.2M	78,268	+78,268	NEW
355	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.2M	78,242	+10,774	ADD
356	ARMISTICE CAPITAL, LLC	$7.2M	78,103	−13,008	TRIM
357	Beacon Pointe Advisors, LLC	$7.2M	77,928	+68,797	ADD
358	EXCHANGE TRADED CONCEPTS, LLC	$7.0M	76,166	+3,537	ADD
359	GKV Capital Management Co., Inc.	$7.0M	75,961	−5,289	TRIM
360	PATTEN & PATTEN INC/TN	$7.0M	75,533	−795	TRIM
361	FORBES J M & CO LLP	$6.9M	74,888	+529	ADD
362	Roundview Capital LLC	$6.8M	74,045	+732	ADD
363	MinichMacGregor Wealth Management, LLC	$6.8M	73,674	+11,059	ADD
364	Capital Investment Counsel, LLC	$6.7M	72,420	+750	ADD
365	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$6.7M	72,240	0	NO CHANGE
366	Blue Zone Wealth Advisors, LLC	$6.6M	71,800	+163	ADD
367	VISTA INVESTMENT PARTNERS LLC	$6.6M	71,710	+1,496	ADD
368	Inspire Investing, LLC	$6.6M	71,569	+36,522	ADD
369	Headlands Technologies LLC	$6.6M	71,465	+10,299	ADD
370	Knollwood Investment Advisory, LLC	$6.5M	70,590	0	NO CHANGE
371	BENJAMIN EDWARDS INC	$6.5M	70,001	−341	TRIM
372	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$6.4M	69,858	+14,422	ADD
373	Oxbow Advisors, LLC	$6.4M	69,486	+1,187	ADD
374	Kestra Advisory Services, LLC	$6.4M	69,268	+4,631	ADD
375	Procyon Advisors, LLC	$6.4M	69,180	−2,087	TRIM
376	CHOREO, LLC	$6.4M	68,865	+8,688	ADD
377	Bridgewater Associates, LP	$6.3M	68,353	−16,488	TRIM
378	KP Management LLC	$6.2M	67,500	0	NO CHANGE
379	Pallas Capital Advisors LLC	$6.1M	66,177	−5,858	TRIM
380	Prospera Financial Services Inc	$6.1M	66,112	+4,612	ADD
381	D.A. DAVIDSON & CO.	$6.0M	65,344	+1,204	ADD
382	TOTH FINANCIAL ADVISORY CORP	$6.0M	64,979	−2,309	TRIM
383	PROFUND ADVISORS LLC	$6.0M	64,913	−14,546	TRIM
384	Vestmark Advisory Solutions, Inc.	$6.0M	64,781	−1,622	TRIM
385	Aquatic Capital Management LLC	$5.9M	64,347	−315,830	TRIM
386	Spire Wealth Management	$5.9M	63,608	−23,726	TRIM
387	Candriam S.C.A.	$5.8M	63,191	−274	TRIM
388	FORA Capital, LLC	$5.8M	63,175	+56,909	ADD
389	Apollon Wealth Management, LLC	$5.8M	62,631	−1,118	TRIM
390	TORRAY INVESTMENT PARTNERS LLC	$5.8M	62,372	−496	TRIM
391	Meridian Wealth Advisors, LLC	$5.7M	62,074	−4,833	TRIM
392	DONALDSON CAPITAL MANAGEMENT, LLC	$5.7M	61,661	−10,510	TRIM
393	Dakota Wealth Management	$5.6M	61,073	−74,782	TRIM
394	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.6M	60,356	+60,356	NEW
395	Soltis Investment Advisors LLC	$5.5M	59,624	−1,749	TRIM
396	Dana Investment Advisors, Inc.	$5.4M	58,314	−486	TRIM
397	First National Bank of Mount Dora, Trust Investment Services	$5.4M	58,297	—	NO PRIOR
398	Canal Capital Management, LLC	$5.3M	57,882	+2,846	ADD
399	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.3M	57,865	−57,977	TRIM
400	FIRST NATIONAL TRUST CO	$5.3M	57,826	−12,465	TRIM
401	Davidson Capital Management Inc.	$5.3M	57,803	+57,637	ADD
402	ACCOUNT MANAGEMENT LLC	$5.3M	57,675	−550	TRIM
403	Peregrine Asset Advisers, Inc.	$5.3M	57,583	+11,875	ADD
404	BROWN ADVISORY INC	$5.3M	57,387	−43	TRIM
405	SPIREPOINT PRIVATE CLIENT, LLC	$5.2M	56,505	−15	TRIM
406	AE Wealth Management LLC	$5.2M	55,995	+8,119	ADD
407	GREAT LAKES ADVISORS, LLC	$5.2M	55,973	−2,562	TRIM
408	LGT Fund Management Co Ltd.	$5.1M	55,340	−5,011	TRIM
409	Morningstar Investment Management LLC	$5.1M	54,821	+2,737	ADD
410	Allianz Asset Management GmbH	$5.0M	54,638	−51,567	TRIM
411	Western Wealth Management, LLC	$5.0M	54,592	+54,592	NEW
412	Darwins River Capital, LP	$5.0M	54,460	−32,459	TRIM
413	IEQ CAPITAL, LLC	$5.0M	53,927	−38,744	TRIM
414	PRINCIPAL SECURITIES, INC.	$5.0M	53,682	+1,625	ADD
415	NewEdge Wealth, LLC	$5.0M	53,654	−2,402	TRIM
416	Ascent Group, LLC	$4.9M	52,939	−1,100	TRIM
417	ICW Investment Advisors LLC	$4.9M	52,796	+783	ADD
418	WEIK CAPITAL MANAGEMENT	$4.9M	52,570	−1,070	TRIM
419	Silvant Capital Management LLC	$4.8M	51,867	+5,302	ADD
420	SAWGRASS ASSET MANAGEMENT LLC	$4.8M	51,630	+51,630	NEW
421	DUNCKER STREETT & CO INC	$4.7M	51,017	−19,059	TRIM
422	Dynamic Advisor Solutions LLC	$4.7M	50,982	−293	TRIM
423	MIZUHO SECURITIES USA LLC	$4.7M	50,897	−10,565	TRIM
424	Atria Investments, Inc	$4.7M	50,581	−1,801	TRIM
425	Private Advisor Group, LLC	$4.6M	50,347	+1,699	ADD
426	QRG CAPITAL MANAGEMENT, INC.	$4.6M	50,142	+1,517	ADD
427	ExodusPoint Capital Management, LP	$4.6M	49,658	−184,186	TRIM
428	AlTi Global, Inc.	$4.5M	49,033	−766	TRIM
429	Federation des caisses Desjardins du Quebec	$4.5M	48,615	−18,624	TRIM
430	Osmosis Investment Management UK Ltd	$4.5M	48,610	+48,610	NEW
431	VISTA INVESTMENT PARTNERS II, LLC	$4.5M	48,365	−200	TRIM
432	Fideuram Asset Management (Ireland) dac	$4.5M	47,120	+43,976	ADD
433	HARTFORD INVESTMENT MANAGEMENT CO	$4.4M	48,063	−870	TRIM
434	Bank of New Hampshire	$4.4M	47,685	−2,386	TRIM
435	Laird Norton Wetherby Trust Company, LLC	$4.4M	47,480	+4,407	ADD
436	Equitable Holdings, Inc.	$4.4M	47,841	+11,710	ADD
437	Summit Trail Advisors, LLC	$4.4M	47,152	+17,712	ADD
438	RITHOLTZ WEALTH MANAGEMENT	$4.3M	46,922	+1,173	ADD
439	SGL Investment Advisors, Inc.	$4.3M	47,225	+747	ADD
440	SATURNA CAPITAL CORP	$4.3M	46,719	+46,719	NEW
441	Community Financial Services Group, LLC	$4.3M	46,805	+46,805	NEW
442	Hudson Bay Capital Management LP	$4.3M	46,602	+46,602	NEW
443	Transamerica Financial Advisors, LLC	$4.3M	46,261	−1,862	TRIM
444	Brooklyn Investment Group	$4.2M	45,945	+2,593	ADD
445	GLENMEDE TRUST CO NA	$4.2M	45,899	+232	ADD
446	Onex Canada Asset Management Inc.	$4.2M	45,243	−9,065	TRIM
447	Lido Advisors, LLC	$4.2M	44,993	−36,432	TRIM
448	EFG International AG	$4.1M	44,719	−12,508	TRIM
449	Advisors Capital Management, LLC	$4.1M	44,162	−254	TRIM
450	Global X Japan Co., Ltd.	$4.0M	43,867	+1,874	ADD
451	Meiji Yasuda America Inc	$4.0M	43,801	−602	TRIM
452	Verde Capital Management	$4.0M	43,621	+7,028	ADD
453	Banque Cantonale Vaudoise	$3.9M	42,693	−4,977	TRIM
454	Sequoia Financial Advisors, LLC	$3.9M	42,297	+3,637	ADD
455	Maryland State Retirement & Pension System	$3.9M	42,128	0	NO CHANGE
456	Atlantic Union Bankshares Corp	$3.9M	41,915	−1,248	TRIM
457	Independent Advisor Alliance	$3.9M	41,879	−1,451	TRIM
458	ROCKLAND TRUST CO	$3.8M	41,695	−3,672	TRIM
459	MEEDER ASSET MANAGEMENT INC	$3.8M	41,431	−1,594	TRIM
460	Evercore Wealth Management, LLC	$3.8M	41,060	−60	TRIM
461	Jain Global LLC	$3.8M	41,023	−141,279	TRIM
462	Merit Financial Group, LLC	$3.8M	40,640	+4,007	ADD
463	Orion Porfolio Solutions, LLC	$3.7M	40,561	−13,491	TRIM
464	Moran Wealth Management, LLC	$3.7M	40,172	−2,099	TRIM
465	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$3.7M	40,052	−219	TRIM
466	Quantbot Technologies LP	$3.7M	39,951	−39,794	TRIM
467	Tower Research Capital LLC (TRC)	$3.7M	39,890	−23,767	TRIM
468	FOURPATH CAPITAL MANAGEMENT, LLC	$3.7M	39,775	−285	TRIM
469	PFG Advisors	$3.7M	39,750	+2,546	ADD
470	Pinnacle Financial Partners, Inc.	$3.7M	39,547	−1,346	TRIM
471	Left Brain Wealth Management, LLC	$3.6M	39,447	−101	TRIM
472	Gradient Investments LLC	$3.6M	39,433	−2,394	TRIM
473	Summit Financial, LLC	$3.6M	39,396	−4,565	TRIM
474	Fortune Financial Advisors, LLC	$3.6M	39,055	+543	ADD
475	AGF MANAGEMENT LTD	$3.6M	38,740	+8,676	ADD
476	BURNEY CO/	$3.5M	38,076	−24,368	TRIM
477	Ameritas Investment Partners, Inc.	$3.5M	38,041	−255	TRIM
478	Geneva Partners, LLC	$3.5M	37,858	−8,740	TRIM
479	Chicago Capital, LLC	$3.5M	37,800	−2,530	TRIM
480	Asset One Wealth Management LLC	$3.5M	37,078	+3,347	ADD
481	Applied Finance Capital Management, LLC	$3.5M	37,568	+757	ADD
482	JPL Wealth Management, LLC	$3.5M	37,498	−261	TRIM
483	First National Advisers, LLC	$3.5M	37,382	−5,183	TRIM
484	Composition Wealth, LLC	$3.4M	37,004	+4,529	ADD
485	Concentric Capital Strategies, LP	$3.4M	36,848	+36,848	NEW
486	Finivi Inc.	$3.3M	36,165	+2,289	ADD
487	ODDO BHF ASSET MANAGEMENT SAS	$3.3M	35,648	+1,469	ADD
488	Johnson Financial Group, Inc.	$3.3M	35,228	+306	ADD
489	MITCHELL CAPITAL MANAGEMENT CO	$3.3M	35,213	−27,328	TRIM
490	Mawer Investment Management Ltd.	$3.2M	35,115	−28,505	TRIM
491	AG2R LA MONDIALE GESTION D'ACTIFS	$3.2M	34,867	+462	ADD
492	MUFG Securities EMEA plc	$3.2M	34,515	−105,090	TRIM
493	Cresset Asset Management, LLC	$3.2M	34,271	−612	TRIM
494	Financiere des Professionnels - Fonds d'investissement inc.	$3.2M	34,140	+34,140	NEW
495	Capital Investment Advisors, LLC	$3.1M	33,997	+1,536	ADD
496	MGO ONE SEVEN LLC	$3.1M	33,720	+238	ADD
497	Linden Thomas Advisory Services, LLC	$3.1M	33,406	−11,251	TRIM
498	ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC	$3.1M	33,113	+1,769	ADD
499	HANCOCK WHITNEY CORP	$3.1M	30,747	+30,747	NEW
500	SOMERVILLE KURT F	$3.0M	33,000	+12,825	ADD

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

Congress ↔ notable managers · ORLY

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $2K–$30K
Sellers: 1 Kevin Hern R–OK-1 $30K–$100K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Tudor Investment Corp, Gotham Asset Management $88.3M held
Trimming: 3 Bridgewater Associates, Caxton Associates, Moore Capital Management $6.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · O'REILLY AUTOMOTIVE INC

Merged timeline of congressional filings and notable-manager moves on ORLY
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+397,855 sh
2026-05-15	Gotham Asset Management 13F	ADD	+99,455 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−16,488 sh
2026-05-15	Moore Capital Management 13F	EXIT	−6,667 sh
2026-05-14	Caxton Associates 13F	TRIM	−1,145 sh

9 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 ORLY — 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).