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 ↗

PALO ALTO NETWORKS INC · COM · quarter ended 2026-03-31 · 28 members disclosed PANW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,015 holders are listed, largest first: 2,015
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $90.1B
holders whose share count rose or who opened the position (new + add), by shares: 1,217
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 294

Holders — quarter ended 2026-03-31

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

13F holders of PANW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.6B	72,431,433	+12,868,452	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.5B	52,765,656	—	NO PRIOR
3	STATE STREET CORP	$5.7B	35,486,318	+5,154,613	ADD
4	MORGAN STANLEY	$5.2B	32,318,958	+1,855,974	ADD
5	BANK OF AMERICA CORP /DE/	$3.6B	22,476,753	+3,101,267	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.1B	19,601,462	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	19,323,515	+3,334,258	ADD
8	NORTHERN TRUST CORP	$1.4B	8,680,485	+1,159,438	ADD
9	UBS Group AG	$1.3B	8,255,352	−581,224	TRIM
10	FMR LLC	$1.3B	8,104,790	−33,883	TRIM
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	8,072,960	+1,969,661	ADD
12	Nuveen, LLC	$1.3B	7,994,923	+775,718	ADD
13	ROYAL BANK OF CANADA	$1.2B	7,556,488	−45,248	TRIM
14	Invesco Ltd.	$1.1B	6,802,465	+953,374	ADD
15	AMERIPRISE FINANCIAL INC	$1.0B	6,500,951	+1,222,122	ADD
16	FIRST TRUST ADVISORS LP	$1.0B	6,466,118	+273,103	ADD
17	Amundi	$1.0B	6,297,833	+2,528,299	ADD
18	Legal & General Group Plc	$1.0B	6,251,637	+837,924	ADD
19	WELLS FARGO & COMPANY/MN	$981M	6,118,822	+397,954	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$954M	5,948,108	+1,020,077	ADD
21	Clearbridge Investments, LLC	$787M	4,910,797	−690,828	TRIM
22	Pictet Asset Management Holding SA	$770M	4,809,361	+452,744	ADD
23	VANGUARD FIDUCIARY TRUST CO	$748M	4,667,011	—	NO PRIOR
24	Bank of New York Mellon Corp	$741M	4,623,890	+565,857	ADD
25	DEUTSCHE BANK AG\	$729M	4,548,713	+990,809	ADD
26	BARCLAYS PLC	$612M	3,819,286	−276,696	TRIM
27	BNP Paribas Asset Management Holding S.A.	$525M	3,276,704	+473,093	ADD
28	BANK OF MONTREAL /CAN/	$479M	2,987,173	−57,145	TRIM
29	FRANKLIN RESOURCES INC	$442M	2,759,034	−221,254	TRIM
30	Swedbank AB	$439M	2,739,952	−81,003	TRIM
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$382M	2,379,617	+99,604	ADD
32	Swiss National Bank	$380M	2,371,615	+516,715	ADD
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$369M	2,300,303	−1,543,811	TRIM
34	RAYMOND JAMES FINANCIAL INC	$367M	2,286,540	−35,595	TRIM
35	Sumitomo Mitsui Trust Group, Inc.	$360M	2,248,434	+171,808	ADD
36	CITIGROUP INC	$360M	2,248,235	+448,970	ADD
37	STIFEL FINANCIAL CORP	$347M	2,166,129	+14,727	ADD
38	National Pension Service	$345M	2,151,333	+2,151,333	NEW
39	NORDEA INVESTMENT MANAGEMENT AB	$338M	2,148,128	−357,766	TRIM
40	LAZARD ASSET MANAGEMENT LLC	$332M	2,073,481	+939,344	ADD
41	VOYA INVESTMENT MANAGEMENT LLC	$330M	2,058,190	+346,453	ADD
42	Capital Research Global Investors	$314M	1,961,199	−35,336	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$314M	1,960,781	+414,999	ADD
44	Employees Provident Fund Board	$302M	1,884,458	+356,000	ADD
45	CITADEL ADVISORS LLC	$292M	1,823,683	−1,443,160	TRIM
46	Vanguard Global Advisers, LLC	$283M	1,767,009	—	NO PRIOR
47	LPL Financial LLC	$281M	1,750,681	−124,288	TRIM
48	BROWN ADVISORY INC	$280M	1,747,857	+1,606,733	ADD
49	WELLINGTON MANAGEMENT GROUP LLP	$264M	1,644,745	+1,008,113	ADD
50	HSBC HOLDINGS PLC	$259M	1,616,065	−1,296,235	TRIM
51	Mirova US LLC	$257M	1,602,712	−65,125	TRIM
52	ABN AMRO Bank N.V.	$256M	1,579,806	−149,339	TRIM
53	FIFTH THIRD BANCORP	$247M	1,542,415	+149,111	ADD
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$231M	1,441,498	−265,644	TRIM
55	VANGUARD ASSET MANAGEMENT, Ltd	$223M	1,393,476	—	NO PRIOR
56	US BANCORP \DE\	$220M	1,373,156	+2,090	ADD
57	AQR CAPITAL MANAGEMENT LLC	$218M	1,383,700	−1,191,051	TRIM
58	BLAIR WILLIAM & CO/IL	$209M	1,304,858	+54,486	ADD
59	CIBC Bancorp USA Inc.	$208M	1,293,881	—	NO PRIOR
60	DIMENSIONAL FUND ADVISORS LP	$206M	1,284,634	+115,967	ADD
61	PRINCIPAL FINANCIAL GROUP INC	$204M	1,273,637	+50,792	ADD
62	Vident Advisory, LLC	$201M	1,255,734	+516,106	ADD
63	NATIONAL BANK OF CANADA /FI/	$199M	1,239,268	+264,864	ADD
64	AMERICAN CENTURY COMPANIES INC	$192M	1,199,019	−107,282	TRIM
65	Candriam S.C.A.	$192M	1,198,697	+125,478	ADD
66	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$192M	1,199,637	+437,503	ADD
67	Robeco Institutional Asset Management B.V.	$190M	1,184,476	+476,594	ADD
68	Holocene Advisors, LP	$190M	1,184,439	+940,705	ADD
69	ProShare Advisors LLC	$190M	1,182,696	−53,948	TRIM
70	VICTORY CAPITAL MANAGEMENT INC	$185M	1,153,523	+8,118	ADD
71	Compagnie Lombard Odier SCmA	$184M	1,148,435	+139,501	ADD
72	ALLIANCEBERNSTEIN L.P.	$183M	996,173	−652,770	TRIM
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$182M	1,136,004	+138,136	ADD
74	STOREBRAND ASSET MANAGEMENT AS	$179M	1,117,478	—	NO PRIOR
75	ENVESTNET ASSET MANAGEMENT INC	$174M	1,082,245	+117,994	ADD
76	Quilter Plc	$167M	1,040,977	+102,705	ADD
77	Cerity Partners LLC	$166M	1,035,004	+85,818	ADD
78	PRIMECAP MANAGEMENT CO/CA/	$166M	1,034,166	+65,386	ADD
79	Rockefeller Capital Management L.P.	$162M	1,011,857	+29,224	ADD
80	Railway Pension Investments Ltd	$158M	982,856	−62,900	TRIM
81	NEW YORK STATE COMMON RETIREMENT FUND	$149M	927,892	+151,800	ADD
82	Eurizon Capital SGR S.p.A.	$146M	914,102	+20,553	ADD
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$142M	883,419	+246,421	ADD
84	HighTower Advisors, LLC	$141M	877,060	+192,588	ADD
85	OMERS ADMINISTRATION Corp	$139M	867,264	+8,405	ADD
86	Zurcher Kantonalbank (Zurich Cantonalbank)	$139M	864,107	+864,107	NEW
87	Corient Private Wealth LLC	$136M	804,278	−2,008,357	TRIM
88	Bank Julius Baer & Co. Ltd, Zurich	$135M	847,222	−39,506	TRIM
89	KING LUTHER CAPITAL MANAGEMENT CORP	$135M	839,336	+20,495	ADD
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$134M	838,900	+590,124	ADD
91	DANSKE BANK A/S	$122M	760,517	−18,184	TRIM
92	Korea Investment CORP	$122M	759,303	+77,131	ADD
93	Altshuler Shaham Ltd	$122M	758,781	+756,107	ADD
94	Janus Henderson Group Ltd.	$117M	731,857	−6,576	TRIM
95	DAVIS R M INC	$112M	699,810	+7,862	ADD
96	SCOTIA CAPITAL INC.	$109M	677,820	+190,368	ADD
97	Ensign Peak Advisors, Inc	$107M	666,969	+65,380	ADD
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$107M	664,818	+77,870	ADD
99	WESTFIELD CAPITAL MANAGEMENT CO LP	$102M	636,483	+188,023	ADD
100	Aberdeen Group plc	$101M	631,997	+30,222	ADD
101	Focus Partners Wealth	$101M	631,497	+66,012	ADD
102	AMERICAN CAPITAL MANAGEMENT INC	$100M	624,084	+624,084	NEW
103	Mariner, LLC	$98.4M	614,174	−95,511	TRIM
104	CREDIT AGRICOLE S A	$98.0M	611,495	−36,360	TRIM
105	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$97.8M	609,927	+605,140	ADD
106	FEDERATED HERMES, INC.	$96.6M	602,588	−427,927	TRIM
107	AVIVA PLC	$94.7M	590,791	+21,987	ADD
108	COMMERCE BANK	$93.8M	585,099	+92,251	ADD
109	Y.D. More Investments Ltd	$90.3M	563,353	+485,464	ADD
110	Atreides Management, LP	$90.1M	561,797	+561,797	NEW
111	NEOS Investment Management LLC	$89.8M	560,105	+192,641	ADD
112	SEB Asset Management AB	$89.4M	557,704	—	NO PRIOR
113	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$88.4M	551,452	+54,485	ADD
114	TD Waterhouse Canada Inc.	$87.3M	543,664	+42,364	ADD
115	TD ASSET MANAGEMENT INC	$86.8M	541,434	+142,931	ADD
116	TRUIST FINANCIAL CORP	$86.5M	539,857	−254,046	TRIM
117	GROUPAMA ASSET MANAGMENT	$86.3M	538,549	+297,670	ADD
118	MAIRS & POWER INC	$85.4M	532,679	+312,032	ADD
119	Anomaly Capital Management, LP	$85.0M	530,389	−160,648	TRIM
120	BOWEN HANES & CO INC	$84.1M	524,331	+18,675	ADD
121	Federation des caisses Desjardins du Quebec	$83.8M	522,956	+106,828	ADD
122	DAVENPORT & Co LLC	$83.7M	526,158	−10,746	TRIM
123	BALYASNY ASSET MANAGEMENT L.P.	$82.2M	512,832	+448,678	ADD
124	Lansforsakringar Fondforvaltning AB (publ)	$81.4M	507,550	+94,117	ADD
125	TREMBLANT CAPITAL GROUP	$80.9M	504,694	+478,186	ADD
126	CANADA PENSION PLAN INVESTMENT BOARD	$80.1M	499,505	−473,895	TRIM
127	NOMURA ASSET MANAGEMENT CO LTD	$80.0M	499,031	+78,759	ADD
128	NewEdge Advisors, LLC	$79.7M	496,994	+496,994	NEW
129	APG Asset Management N.V.	$79.0M	567,684	+86,589	ADD
130	Baird Financial Group, Inc.	$78.1M	487,293	+487,293	NEW
131	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$76.6M	477,919	−362,238	TRIM
132	STATE OF WISCONSIN INVESTMENT BOARD	$75.5M	470,849	+100,935	ADD
133	Mirae Asset Global Investments Co., Ltd.	$75.5M	470,744	+34,337	ADD
134	Assenagon Asset Management S.A.	$74.7M	465,845	+417,911	ADD
135	Temasek Holdings (Private) Ltd	$74.4M	464,118	+464,118	NEW
136	SOMA EQUITY PARTNERS LP	$74.2M	463,129	+463,129	NEW
137	COMMONWEALTH EQUITY SERVICES, LLC	$72.2M	450,103	−46,959	TRIM
138	CI INVESTMENTS INC.	$71.6M	446,374	+379,556	ADD
139	Cetera Investment Advisers	$69.2M	431,878	+15,870	ADD
140	Steward Partners Investment Advisory, LLC	$68.2M	425,478	+16,087	ADD
141	Quantinno Capital Management LP	$67.8M	422,604	−70,760	TRIM
142	Asset Management One Co., Ltd.	$67.6M	421,551	+72,278	ADD
143	OFI INVEST ASSET MANAGEMENT	$67.3M	482,616	+200,484	ADD
144	CIBC Asset Management Inc	$65.2M	406,756	+42,399	ADD
145	Vontobel Holding Ltd.	$65.2M	406,430	+38,598	ADD
146	BARTLETT & CO. WEALTH MANAGEMENT LLC	$64.8M	350,887	+86,244	ADD
147	Creative Planning	$64.7M	403,778	+132,908	ADD
148	Vanguard Investments Australia, Ltd.	$64.5M	402,616	—	NO PRIOR
149	Chevy Chase Trust Holdings, LLC	$64.0M	399,064	+51,556	ADD
150	ROYAL LONDON ASSET MANAGEMENT LTD	$61.3M	382,331	+54,233	ADD
151	PRUDENTIAL FINANCIAL INC	$60.6M	377,995	+49,326	ADD
152	OSAIC HOLDINGS, INC.	$60.2M	375,307	−79,276	TRIM
153	Champlain Investment Partners, LLC	$60.1M	374,690	−44,025	TRIM
154	ABN AMRO INVESTMENT SOLUTIONS	$60.0M	374,445	+190,180	ADD
155	Mitsubishi UFJ Trust & Banking Corp	$59.8M	372,950	+32,741	ADD
156	Advisors Capital Management, LLC	$59.3M	370,055	+12,984	ADD
157	PFA Pension, Forsikringsaktieselskab	$58.6M	365,421	+365,421	NEW
158	Stony Point Capital LLC	$57.5M	358,780	−1,169	TRIM
159	KLP KAPITALFORVALTNING AS	$57.1M	356,116	+65,974	ADD
160	CAPITAL ADVISORS INC/OK	$56.7M	353,810	+11,805	ADD
161	NICHOLAS COMPANY, INC.	$55.2M	344,380	+120,730	ADD
162	TRILLIUM ASSET MANAGEMENT, LLC	$52.9M	353,248	+60,735	ADD
163	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$52.3M	326,158	+85,670	ADD
164	Migdal Insurance & Financial Holdings Ltd.	$51.9M	323,730	+323,730	NEW
165	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$51.8M	323,335	+49,985	ADD
166	MOGY JOEL R INVESTMENT COUNSEL INC	$49.5M	308,786	−1,893	TRIM
167	SEI INVESTMENTS CO	$49.0M	305,444	+115,770	ADD
168	WELCH & FORBES LLC	$48.2M	300,564	+66,141	ADD
169	Life Cycle Investment Partners Ltd	$47.5M	296,407	+99,669	ADD
170	Union Bancaire Privee, UBP SA	$47.1M	335,609	+53,913	ADD
171	Swiss Life Asset Management Ltd	$46.6M	290,840	+40,705	ADD
172	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$46.4M	289,533	+22,026	ADD
173	Lido Advisors, LLC	$45.4M	282,970	−26,660	TRIM
174	Triodos Investment Management BV	$45.3M	282,500	+62,900	ADD
175	State of New Jersey Common Pension Fund D	$44.4M	276,699	+47,543	ADD
176	GUGGENHEIM CAPITAL LLC	$44.1M	275,083	−16,230	TRIM
177	&PARTNERS	$44.1M	274,839	+73,240	ADD
178	CADIAN CAPITAL MANAGEMENT, LP	$44.0M	274,500	+274,500	NEW
179	CIBC WORLD MARKET INC.	$43.1M	268,847	+38,893	ADD
180	AMI ASSET MANAGEMENT CORP	$43.1M	268,754	+75,816	ADD
181	Rafferty Asset Management, LLC	$43.0M	268,303	−16,180	TRIM
182	Sandhill Capital Partners LLC	$42.4M	264,469	−136,364	TRIM
183	Calamos Advisors LLC	$42.4M	264,178	+64,925	ADD
184	NATIXIS	$42.2M	263,233	+142,621	ADD
185	LGT CAPITAL PARTNERS LTD.	$41.8M	260,888	+38,955	ADD
186	TORONTO DOMINION BANK	$41.7M	260,092	−99,035	TRIM
187	Fisher Asset Management, LLC	$41.1M	256,661	+249,534	ADD
188	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$41.0M	255,498	+99,973	ADD
189	Resona Asset Management Co.,Ltd.	$40.8M	256,171	+40,694	ADD
190	EVENTIDE ASSET MANAGEMENT, LLC	$40.4M	252,151	+106,260	ADD
191	Groupe la Francaise	$40.0M	256,415	+50,952	ADD
192	Banque Transatlantique SA	$39.9M	246,286	−93,799	TRIM
193	Beacon Pointe Advisors, LLC	$39.7M	247,635	+53,787	ADD
194	MACKENZIE FINANCIAL CORP	$39.6M	246,800	+54,617	ADD
195	MML INVESTORS SERVICES, LLC	$39.0M	243,204	−9,691	TRIM
196	Henshaw Capital LLC	$38.2M	238,550	—	NO PRIOR
197	E. Ohman J:or Asset Management AB	$38.2M	238,216	−979	TRIM
198	TOCQUEVILLE ASSET MANAGEMENT L.P.	$37.7M	234,994	+44,554	ADD
199	MetLife Investment Management, LLC	$37.6M	234,680	+38,537	ADD
200	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$37.4M	370,373	−90,177	TRIM
201	Phoenix Financial Ltd.	$37.0M	230,732	−23,933	TRIM
202	EASTERN BANK	$36.4M	226,843	−19,602	TRIM
203	NISSAY ASSET MANAGEMENT CORP /JAPAN	$36.2M	225,763	+40,129	ADD
204	Atlantic Union Bankshares Corp	$36.2M	225,513	+44,963	ADD
205	XPONANCE LLC	$35.8M	223,232	+49,293	ADD
206	PANAGORA ASSET MANAGEMENT INC	$35.6M	222,077	−136,550	TRIM
207	Daiwa Securities Group Inc.	$35.6M	222,019	+42,705	ADD
208	Empowered Funds, LLC	$35.5M	221,478	+221,478	NEW
209	Arizona State Retirement System	$35.5M	221,398	+30,694	ADD
210	Czech National Bank	$35.3M	220,076	+39,721	ADD
211	LGT Group Foundation	$35.2M	219,671	−10,988	TRIM
212	GLENMEDE TRUST CO NA	$34.9M	217,986	+7,128	ADD
213	Howard Capital Management Group, LLC	$34.6M	216,117	+6,497	ADD
214	AVITY INVESTMENT MANAGEMENT INC.	$33.9M	211,436	+23,614	ADD
215	PARK NATIONAL CORP /OH/	$33.9M	211,402	+2,819	ADD
216	STATE OF MICHIGAN RETIREMENT SYSTEM	$33.8M	211,100	+32,000	ADD
217	MILLENNIUM MANAGEMENT LLC	$33.8M	210,927	+136,204	ADD
218	AGF MANAGEMENT LTD	$33.0M	205,806	+135,024	ADD
219	Tredje AP-fonden	$32.1M	200,438	+24,831	ADD
220	EP Wealth Advisors, LLC	$32.0M	199,494	+20,442	ADD
221	Covea Finance	$31.7M	197,900	+26,000	ADD
222	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$31.7M	197,529	+178,401	ADD
223	MayTech Global Investments, LLC	$31.6M	196,965	+3,738	ADD
224	Randolph Co Inc	$31.6M	196,925	+112,627	ADD
225	Chesley Taft & Associates LLC	$30.9M	192,539	+1,073	ADD
226	Sanctuary Advisors, LLC	$30.7M	191,337	−2,719	TRIM
227	DIVERSIFY WEALTH MANAGEMENT, LLC	$30.2M	166,626	+112,445	ADD
228	Sequoia Financial Advisors, LLC	$30.2M	188,521	−32,620	TRIM
229	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$30.2M	188,235	+29,137	ADD
230	Curi Capital, LLC	$30.2M	188,198	−28,892	TRIM
231	Verition Fund Management LLC	$29.9M	186,448	+55,210	ADD
232	Quintet Private Bank (Europe) S.A.	$29.4M	183,587	−16,052	TRIM
233	Allianz Asset Management GmbH	$29.3M	182,807	−115,508	TRIM
234	LBP AM SA	$29.0M	180,949	−123,086	TRIM
235	Gradient Investments LLC	$28.8M	179,381	+6,453	ADD
236	DnB Asset Management AS	$28.4M	177,088	+36,540	ADD
237	Badgley Phelps Wealth Managers, LLC	$28.0M	174,550	+2,189	ADD
238	NOMURA HOLDINGS INC	$27.9M	174,133	+74,561	ADD
239	Retirement Systems of Alabama	$27.5M	171,617	+26,110	ADD
240	MERCER GLOBAL ADVISORS INC /ADV	$27.2M	169,656	−4,570	TRIM
241	Harvest Portfolios Group Inc.	$26.7M	166,446	+37,103	ADD
242	IFM Investors Pty Ltd	$26.5M	165,229	+29,173	ADD
243	Squarepoint Ops LLC	$26.4M	164,581	+141,853	ADD
244	MENORA MIVTACHIM HOLDINGS LTD.	$26.3M	163,900	+163,900	NEW
245	Rakuten Investment Management, Inc.	$26.0M	168,316	+41,018	ADD
246	Pinnacle Financial Partners, Inc.	$25.9M	161,599	−2,270	TRIM
247	SANDS CAPITAL MANAGEMENT, LLC	$25.8M	161,078	−1,885	TRIM
248	HANCOCK WHITNEY CORP	$25.8M	143,877	+143,877	NEW
249	Alta Park Capital, LP	$25.7M	160,554	+17,415	ADD
250	M&T BANK CORP	$25.7M	160,044	+14,253	ADD
251	Kestra Advisory Services, LLC	$25.2M	157,284	+15,212	ADD
252	TEACHER RETIREMENT SYSTEM OF TEXAS	$25.1M	156,779	+35,009	ADD
253	Brookstone Capital Management	$24.7M	154,065	+68,519	ADD
254	BEACON INVESTMENT ADVISORY SERVICES, INC.	$24.7M	153,949	−13,246	TRIM
255	OP Asset Management Ltd	$24.3M	151,855	—	NO PRIOR
256	NORTHEAST INVESTMENT MANAGEMENT	$24.3M	151,363	−5,828	TRIM
257	Tidal Investments LLC	$24.0M	150,034	−424,162	TRIM
258	SEGALL BRYANT & HAMILL, LLC	$23.9M	149,277	+19,164	ADD
259	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$23.9M	148,939	+31,523	ADD
260	Delta Global Management LP	$23.9M	148,896	+148,896	NEW
261	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$23.9M	148,895	+28,787	ADD
262	NIXON PEABODY TRUST CO	$23.3M	145,434	+32,512	ADD
263	SHELTON CAPITAL MANAGEMENT	$23.3M	145,272	−12,195	TRIM
264	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.2M	144,589	+42,625	ADD
265	NorthCrest Asset Manangement, LLC	$23.1M	141,467	+47,837	ADD
266	Zurich Insurance Group Ltd/FI	$22.7M	141,554	+141,554	NEW
267	MARCO INVESTMENT MANAGEMENT LLC	$22.6M	140,880	+2,375	ADD
268	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$22.6M	140,725	+32,501	ADD
269	ING GROEP NV	$22.3M	139,015	+130,301	ADD
270	Equitable Holdings, Inc.	$22.2M	123,366	+64,540	ADD
271	Private Capital Advisors, Inc.	$22.2M	138,449	+491	ADD
272	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$22.0M	138,048	+16,797	ADD
273	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$22.0M	137,226	+1,239	ADD
274	UniSuper Management Pty Ltd	$21.7M	135,606	+12,736	ADD
275	USS Investment Management Ltd	$21.7M	135,448	+25,443	ADD
276	JIA INVESTMENT ALLIANCE PTE. LTD.	$21.7M	135,200	0	NO CHANGE
277	Clearstead Advisors, LLC	$21.6M	134,464	+12,536	ADD
278	D. E. Shaw & Co., Inc.	$21.4M	133,240	−39,646	TRIM
279	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$20.9M	130,453	−6,395	TRIM
280	Utah Retirement Systems	$20.9M	130,056	+20,749	ADD
281	OPPENHEIMER & CO INC	$20.7M	129,033	+4,817	ADD
282	Apollon Wealth Management, LLC	$20.7M	128,813	+30,973	ADD
283	F/m Investments LLC	$20.5M	127,813	−47,230	TRIM
284	UMB Bank, n.a.	$20.5M	127,587	+33,514	ADD
285	MAI Capital Management	$20.4M	127,541	+6,212	ADD
286	CWM, LLC	$20.4M	127,517	−39,108	TRIM
287	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$20.3M	126,509	+25,320	ADD
288	BANK OF NOVA SCOTIA	$20.2M	126,194	−158,233	TRIM
289	Waverly Advisors, LLC	$20.2M	126,130	+25,343	ADD
290	Optiver Holding B.V.	$20.0M	124,886	+59,190	ADD
291	ZACKS INVESTMENT MANAGEMENT	$19.8M	123,580	−3,493	TRIM
292	DAYMARK WEALTH PARTNERS, LLC	$19.2M	119,579	+80,069	ADD
293	Man Group plc	$19.1M	119,166	−44,426	TRIM
294	BRAUN STACEY ASSOCIATES INC	$18.8M	117,088	−4,798	TRIM
295	ADAMS DIVERSIFIED EQUITY FUND, INC.	$18.6M	116,200	0	NO CHANGE
296	BAILARD, INC.	$18.6M	115,814	+9,789	ADD
297	Varma Mutual Pension Insurance Co	$18.5M	115,176	0	NO CHANGE
298	Advisors Asset Management, Inc.	$18.4M	114,746	+15,797	ADD
299	National Philanthropic Trust	$18.2M	113,437	—	NO PRIOR
300	FOUNDATIONS INVESTMENT ADVISORS, LLC	$18.1M	113,185	+16,056	ADD
301	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.1M	112,891	+18,166	ADD
302	PRUDENTIAL PLC	$18.1M	112,885	+5,011	ADD
303	Vanguard Personalized Indexing Management, LLC	$18.0M	112,259	+16,426	ADD
304	EDMOND DE ROTHSCHILD HOLDING S.A.	$17.8M	110,852	+31,868	ADD
305	Avalon Trust Co	$17.7M	110,635	+39,657	ADD
306	Meridiem Capital Partners LP	$17.5M	108,952	+108,952	NEW
307	Clarity Financial LLC	$17.2M	107,504	−23,125	TRIM
308	NISA INVESTMENT ADVISORS, LLC	$17.2M	107,170	−4,805	TRIM
309	DNCA FINANCE	$17.1M	106,648	−6,452	TRIM
310	United Asset Strategies, Inc.	$17.1M	106,434	+9,296	ADD
311	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.0M	105,844	+105,844	NEW
312	Oribel Capital Management, LP	$16.9M	105,200	−3,000	TRIM
313	Intesa Sanpaolo S.p.A.	$16.8M	104,809	+6,668	ADD
314	CAPSTONE INVESTMENT ADVISORS, LLC	$16.6M	103,791	+77,841	ADD
315	PICTON MAHONEY ASSET MANAGEMENT	$16.6M	103,254	+17,507	ADD
316	Private Advisor Group, LLC	$16.4M	102,581	+12,622	ADD
317	Pathstone Holdings, LLC	$16.4M	102,356	+20,922	ADD
318	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.2M	101,351	+101,351	NEW
319	MIDDLETON & CO INC/MA	$16.2M	101,264	+4,155	ADD
320	Iron Gate Global Advisors LLC	$15.9M	99,354	+16,637	ADD
321	Geneos Wealth Management Inc.	$15.8M	98,714	+11,562	ADD
322	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.8M	98,516	+19,841	ADD
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$15.8M	98,462	−71,834	TRIM
324	EAGLE GLOBAL ADVISORS LLC	$15.8M	98,437	+29,617	ADD
325	CONNORS INVESTOR SERVICES INC	$15.7M	97,801	+3,326	ADD
326	Allspring Global Investments Holdings, LLC	$15.7M	97,527	+4,842	ADD
327	CROSSLINK CAPITAL INC	$15.7M	97,689	−33,089	TRIM
328	Bank Pictet & Cie (Europe) AG	$15.5M	96,962	+6,914	ADD
329	SAPIENT CAPITAL LLC	$15.5M	96,908	−32,507	TRIM
330	IEQ CAPITAL, LLC	$15.5M	96,699	−108,011	TRIM
331	Banco Santander, S.A.	$15.4M	96,070	−29,132	TRIM
332	BLB&B Advisors, LLC	$15.3M	95,578	+2,846	ADD
333	FARMERS & MERCHANTS INVESTMENTS INC	$15.3M	95,296	+2,318	ADD
334	PEAK6 LLC	$15.3M	95,294	−63,962	TRIM
335	PITTENGER & ANDERSON INC	$15.3M	95,154	−11,276	TRIM
336	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$15.2M	94,930	−194,298	TRIM
337	ASSETMARK, INC	$14.9M	93,073	+4,195	ADD
338	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.8M	92,525	+14,179	ADD
339	Andra AP-fonden	$14.8M	92,040	−12,400	TRIM
340	Fiera Capital Corp	$14.7M	91,598	+5,154	ADD
341	KESTRA PRIVATE WEALTH SERVICES, LLC	$14.7M	91,496	+1,718	ADD
342	Ethic Inc.	$14.6M	91,331	+18,888	ADD
343	Walleye Trading LLC	$14.6M	91,218	+34,464	ADD
344	Harvey Partners, LLC	$14.6M	91,000	+91,000	NEW
345	Investment Management Corp of Ontario	$14.4M	89,645	+6,726	ADD
346	Midwest Trust Co	$14.4M	89,601	+1,405	ADD
347	Concurrent Investment Advisors, LLC	$14.1M	88,161	+10,723	ADD
348	Integrated Advisors Network LLC	$14.1M	87,716	−1,239	TRIM
349	Woodline Partners LP	$13.8M	86,167	+41,706	ADD
350	Telos Capital Management, Inc.	$13.8M	86,030	+6,390	ADD
351	QRG CAPITAL MANAGEMENT, INC.	$13.8M	85,840	+11,888	ADD
352	Wallington Asset Management, LLC	$13.8M	85,790	−1,288	TRIM
353	STEPHENS INC /AR/	$13.6M	84,486	+5,586	ADD
354	SFE Investment Counsel	$13.6M	84,546	+5,212	ADD
355	Fiduciary Group, LLC	$13.5M	84,284	+1,652	ADD
356	GREENWOOD GEARHART LLC	$13.5M	84,030	+29,245	ADD
357	Security National Bank	$13.2M	82,574	+195	ADD
358	OPPENHEIMER ASSET MANAGEMENT INC.	$13.2M	82,517	−35,920	TRIM
359	Norinchukin Bank, The	$13.2M	82,438	+14,841	ADD
360	ALTA CAPITAL MANAGEMENT LLC/	$13.2M	82,344	+82,344	NEW
361	Advocacy Wealth Management, LLC	$13.1M	81,987	+1,444	ADD
362	LMCG INVESTMENTS, LLC	$13.0M	81,228	+33,727	ADD
363	Consolidated Investment Group LLC	$13.0M	81,214	+2,180	ADD
364	EagleClaw Capital Managment, LLC	$12.8M	80,138	+4,025	ADD
365	PINNACLE ASSOCIATES LTD	$12.8M	80,136	+7,767	ADD
366	Coastline Trust Co	$12.8M	79,828	−2,619	TRIM
367	YOUSIF CAPITAL MANAGEMENT, LLC	$12.8M	79,535	+8,372	ADD
368	MACQUARIE GROUP LTD	$12.7M	79,332	−23,291	TRIM
369	TRUST CO OF TOLEDO NA /OH/	$12.5M	78,053	+6,916	ADD
370	FIDUCIARY TRUST CO	$12.5M	77,688	−15,071	TRIM
371	Sava Infond d.o.o.	$12.3M	76,970	−2,610	TRIM
372	Lombard Odier Asset Management (Europe) Ltd	$12.2M	76,315	+4,024	ADD
373	LGT Fund Management Co Ltd.	$12.1M	75,632	−32,857	TRIM
374	GUYASUTA INVESTMENT ADVISORS INC	$12.1M	75,618	+71,764	ADD
375	Americana Partners, LLC	$12.0M	74,884	+31,695	ADD
376	COMPASS CAPITAL MANAGEMENT, INC	$11.9M	74,418	+624	ADD
377	Wealthfront Advisers LLC	$11.9M	74,265	+7,291	ADD
378	Moran Wealth Management, LLC	$11.8M	73,634	+7,572	ADD
379	Talbot Financial, LLC	$11.7M	73,119	+73,119	NEW
380	Polymer Capital Management (HK) LTD	$11.7M	72,921	+72,921	NEW
381	MOTCO	$11.7M	72,851	+2,183	ADD
382	ASR Vermogensbeheer N.V.	$11.6M	72,667	+3,440	ADD
383	D.A. DAVIDSON & CO.	$11.6M	72,373	+1,021	ADD
384	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$11.5M	72,000	+25,000	ADD
385	BOURGEON CAPITAL MANAGEMENT LLC	$11.5M	71,925	+31,333	ADD
386	BENJAMIN EDWARDS INC	$11.5M	71,587	+10,776	ADD
387	SPIREPOINT PRIVATE CLIENT, LLC	$11.5M	71,515	+4,786	ADD
388	BANQUE PICTET & CIE SA	$11.4M	71,226	−1,668	TRIM
389	ITHAKA GROUP LLC	$11.4M	71,203	+1,556	ADD
390	JANE STREET GROUP, LLC	$11.4M	70,924	−571,879	TRIM
391	Aequim Alternative Investments LP	$11.3M	70,743	+70,743	NEW
392	Trifecta Capital Advisors, LLC	$11.3M	70,536	+1,458	ADD
393	Wills Financial Group LLC	$11.3M	49,507	+1,025	ADD
394	CFM WEALTH PARTNERS LLC	$11.2M	69,972	−3,471	TRIM
395	Harbour Trust & Investment Management Co	$11.1M	69,152	+8,405	ADD
396	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$11.0M	68,773	+10,293	ADD
397	Tower Research Capital LLC (TRC)	$11.0M	68,639	+17,910	ADD
398	Sustainable Insight Capital Management, LLC	$11.0M	68,453	−49,200	TRIM
399	Coastal Bridge Advisors, LLC	$10.6M	66,342	+10,774	ADD
400	Azimuth Capital Investment Management LLC	$10.5M	65,619	−982	TRIM
401	Asio Capital, LLC	$10.5M	65,562	+7,635	ADD
402	Everest Financial Group LLC	$10.5M	65,462	—	NO PRIOR
403	Marietta Wealth Management, LLC	$10.5M	65,263	+3,746	ADD
404	Aptus Capital Advisors, LLC	$10.3M	64,181	+24,570	ADD
405	Robinhood Asset Management, LLC	$10.3M	64,094	+23,388	ADD
406	Proactive Wealth Strategies LLC	$10.3M	64,004	+34,711	ADD
407	Prospera Financial Services Inc	$10.1M	63,034	+12,876	ADD
408	Elo Mutual Pension Insurance Co	$10.1M	62,905	−44,306	TRIM
409	PROFUND ADVISORS LLC	$10.0M	62,354	−3,349	TRIM
410	KKM Financial LLC	$10.0M	54,246	0	NO CHANGE
411	EFG International AG	$10.0M	62,306	−3,652	TRIM
412	RWA WEALTH PARTNERS, LLC	$10.0M	62,209	+1,469	ADD
413	71 West Capital Partners	$9.9M	61,964	+6,980	ADD
414	Knollwood Investment Advisory, LLC	$9.9M	61,962	+802	ADD
415	Stratos Wealth Advisors, LLC	$9.9M	61,528	+250	ADD
416	GREENWOOD CAPITAL ASSOCIATES LLC	$9.7M	60,794	+8,497	ADD
417	NLB Skladi, upravljanje premozenja, d.o.o.	$9.7M	60,510	−2,832	TRIM
418	Parallax Volatility Advisers, L.P.	$9.7M	60,488	−12,475	TRIM
419	Mediolanum International Funds Ltd	$9.7M	62,607	−572	TRIM
420	CMH Wealth Management LLC	$9.6M	60,122	+12,807	ADD
421	Snowden Capital Advisors LLC	$9.5M	59,246	−4,749	TRIM
422	B. Riley Wealth Advisors, Inc.	$9.5M	61,435	−7,998	TRIM
423	Carroll Investors, Inc	$9.4M	58,834	+989	ADD
424	Venture Visionary Partners LLC	$9.4M	58,375	+4,499	ADD
425	Banque Cantonale Vaudoise	$9.3M	58,257	−1,807	TRIM
426	Hennion & Walsh Asset Management, Inc.	$9.3M	58,207	+1,530	ADD
427	Empower Advisory Group, LLC	$9.2M	57,509	−9,070	TRIM
428	Spire Wealth Management	$9.2M	57,346	+12	ADD
429	HUB Investment Partners, LLC	$9.2M	57,270	+1,754	ADD
430	SEARLE & CO.	$9.2M	57,114	0	NO CHANGE
431	NewEdge Wealth, LLC	$9.0M	55,972	−28,679	TRIM
432	Portland Global Advisors LLC	$9.0M	55,922	+7,824	ADD
433	Aware Super Pty Ltd as trustee of Aware Super	$9.0M	55,841	—	NO PRIOR
434	CLOUGH CAPITAL PARTNERS L P	$8.9M	55,569	+16,290	ADD
435	Canvas Wealth Advisors, LLC	$8.9M	55,557	+10,923	ADD
436	Generali Asset Management SPA SGR	$8.9M	55,546	−2,217	TRIM
437	WORMSER FRERES GESTION	$8.9M	54,135	+79	ADD
438	EXCHANGE TRADED CONCEPTS, LLC	$8.9M	55,318	+19,833	ADD
439	INDEPENDENT FINANCIAL GROUP, LLC	$8.9M	55,313	—	NO PRIOR
440	BENDER ROBERT & ASSOCIATES	$8.8M	55,190	+366	ADD
441	Vestmark Advisory Solutions, Inc.	$8.8M	55,149	+8,206	ADD
442	Blue Chip Partners, LLC	$8.8M	55,006	+55,006	NEW
443	WASHINGTON TRUST BANK	$8.8M	54,858	−487	TRIM
444	EVERGREEN CAPITAL MANAGEMENT LLC	$8.7M	54,098	+4,956	ADD
445	Dakota Wealth Management	$8.6M	53,733	−3,572	TRIM
446	Stephens Investment Management Group LLC	$8.6M	53,727	−301	TRIM
447	Cohen Klingenstein LLC	$8.6M	53,400	0	NO CHANGE
448	EDENTREE ASSET MANAGEMENT Ltd	$8.5M	53,050	+350	ADD
449	SPHERA FUNDS MANAGEMENT LTD.	$8.5M	52,800	+52,800	NEW
450	SCS Capital Management LLC	$8.4M	52,424	−243	TRIM
451	Diversify Advisory Services, LLC	$8.4M	46,190	−55,082	TRIM
452	BURNEY CO/	$8.4M	52,297	−56,913	TRIM
453	Graham Capital Management, L.P.	$8.4M	52,214	+52,214	NEW
454	LAFFER TENGLER INVESTMENTS, INC.	$8.2M	51,040	−314	TRIM
455	ODDO BHF ASSET MANAGEMENT SAS	$8.2M	51,025	−37,802	TRIM
456	Elk River Wealth Management LLC	$8.1M	50,593	−328	TRIM
457	M.D. Sass, LLC	$8.1M	50,516	+14,288	ADD
458	ELEVATION POINT WEALTH PARTNERS, LLC	$8.1M	50,346	+23,616	ADD
459	Allworth Financial LP	$8.1M	50,308	+1,853	ADD
460	BUFFALO BUSINESS & ESTATE SERVICES LTD	$8.0M	50,032	+9,578	ADD
461	Independent Advisor Alliance	$8.0M	49,775	−2,177	TRIM
462	HB Wealth Management, LLC	$7.9M	49,347	+3,603	ADD
463	FIRST NATIONAL TRUST CO	$7.9M	49,347	−2,566	TRIM
464	Mirador Capital Partners LP	$7.9M	49,268	+3,110	ADD
465	Summit Financial, LLC	$7.9M	48,971	+27,678	ADD
466	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.8M	48,908	+20,286	ADD
467	MIZUHO SECURITIES USA LLC	$7.8M	48,852	−951	TRIM
468	Evelyn Partners Investment Management LLP	$7.8M	48,651	+6,494	ADD
469	JENNISON ASSOCIATES LLC	$7.7M	48,340	−28,568	TRIM
470	E Fund Management Co., Ltd.	$7.7M	48,169	—	NO PRIOR
471	ATALANTA SOSNOFF CAPITAL, LLC	$7.7M	48,011	−237,657	TRIM
472	YHB Investment Advisors, Inc.	$7.6M	47,614	+985	ADD
473	1ST SOURCE BANK	$7.6M	47,562	+691	ADD
474	Boston Common Asset Management, LLC	$7.6M	47,194	+8,486	ADD
475	Providence Capital Advisors, LLC	$7.5M	47,021	+23,921	ADD
476	FIRST INTERSTATE BANK	$7.5M	46,683	−1,433	TRIM
477	Calamos Wealth Management LLC	$7.4M	46,160	+43,685	ADD
478	Community Financial Services Group, LLC	$7.4M	46,055	+46,055	NEW
479	HARTFORD INVESTMENT MANAGEMENT CO	$7.4M	46,067	+6,512	ADD
480	Dai-ichi Life Insurance Company, Ltd	$7.3M	45,711	+7,843	ADD
481	Stratos Wealth Partners, LTD.	$7.2M	44,916	−5,051	TRIM
482	Avanza Fonder AB	$7.1M	44,589	−1,350	TRIM
483	QUEST INVESTMENT MANAGEMENT LLC	$7.1M	44,434	+223	ADD
484	Canal Capital Management, LLC	$7.0M	43,810	+689	ADD
485	New Age Alpha Advisors, LLC	$7.0M	43,531	+4,869	ADD
486	Fideuram Asset Management (Ireland) dac	$6.9M	37,532	+6,563	ADD
487	CITIZENS FINANCIAL GROUP INC/RI	$6.9M	43,252	+1,018	ADD
488	Westover Capital Advisors, LLC	$6.9M	43,121	+28,688	ADD
489	Sand Hill Global Advisors, LLC	$6.9M	42,920	+1,020	ADD
490	WHALEROCK POINT PARTNERS, LLC	$6.8M	42,460	+5,091	ADD
491	Ascent Wealth Partners, LLC	$6.8M	42,302	+1,872	ADD
492	Fortis Capital Management LLC	$6.7M	41,743	+1,774	ADD
493	Capital Wealth Planning, LLC	$6.7M	41,593	+41,593	NEW
494	Crossmark Global Holdings, Inc.	$6.6M	41,414	—	NO PRIOR
495	AE Wealth Management LLC	$6.6M	41,383	+2,449	ADD
496	Procyon Advisors, LLC	$6.6M	41,207	+2,523	ADD
497	BigSur Wealth Management LLC	$6.5M	40,760	−2,400	TRIM
498	DUNCKER STREETT & CO INC	$6.5M	40,372	−213	TRIM
499	Night Squared LP	$6.5M	40,343	+13,207	ADD
500	Trinity Legacy Partners, LLC	$6.5M	39,996	+12,245	ADD

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

Congress ↔ notable managers · PANW

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Josh Gottheimer D–NJ-5 $2K–$30K
Sellers: 2 Dan Newhouse R–WA-4, John J. McGuire III R–VA-5 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Moore Capital Management, Bridgewater Associates $5.7M held
Trimming: 2 Gotham Asset Management, Caxton Associates $5.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PALO ALTO NETWORKS INC

Merged timeline of congressional filings and notable-manager moves on PANW
Date	Who	Change	Size
2026-08-10	John J. McGuire III Congress	SELL	$1K–$15K
2026-08-10	Josh Gottheimer Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-05-15	Moore Capital Management 13F	NEW	+22,500 sh
2026-05-15	Bridgewater Associates 13F	NEW	+13,169 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,676 sh
2026-05-14	Caxton Associates 13F	EXIT	−3,871 sh

8 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

28 members of Congress disclosed PANW — 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).