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 ↗

PARKER-HANNIFIN CORP · COM · quarter ended 2026-03-31 · 17 members disclosed PH ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,597 holders are listed, largest first: 1,597
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $89.0B
holders whose share count rose or who opened the position (new + add), by shares: 724
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 110

Holders — quarter ended 2026-03-31

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

13F holders of PH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.0B	10,000,883	+409,912	ADD
2	STATE STREET CORP	$8.4B	9,342,841	−98,218	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$7.3B	8,200,693	—	NO PRIOR
4	FMR LLC	$3.6B	4,047,417	−20,330	TRIM
5	BANK OF AMERICA CORP /DE/	$3.1B	3,483,595	−443,301	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$2.6B	2,919,044	+146,837	ADD
7	MORGAN STANLEY	$2.3B	2,554,356	+421,312	ADD
8	Invesco Ltd.	$2.1B	2,352,890	+247,397	ADD
9	Aristotle Capital Management, LLC	$1.9B	2,121,374	−592,976	TRIM
10	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	1,805,829	—	NO PRIOR
11	AMERIPRISE FINANCIAL INC	$1.6B	1,790,979	−352,464	TRIM
12	Capital World Investors	$1.5B	1,626,604	−974,240	TRIM
13	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.4B	1,570,540	−175,974	TRIM
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.4B	1,563,895	−14,266	TRIM
15	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	1,279,231	+57,334	ADD
16	NORTHERN TRUST CORP	$1.1B	1,246,740	−23,940	TRIM
17	FRANKLIN RESOURCES INC	$1.0B	1,170,655	−37,225	TRIM
18	Nuveen, LLC	$986M	1,101,682	−266,001	TRIM
19	UBS Group AG	$951M	1,061,984	+79,204	ADD
20	ROYAL BANK OF CANADA	$946M	1,057,102	−36,631	TRIM
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$902M	1,007,775	+110,130	ADD
22	SCHRODER INVESTMENT MANAGEMENT GROUP	$880M	982,854	+99,669	ADD
23	DEUTSCHE BANK AG\	$797M	890,035	+18,141	ADD
24	WELLS FARGO & COMPANY/MN	$787M	878,574	−1,682	TRIM
25	Baird Financial Group, Inc.	$784M	875,351	+875,351	NEW
26	Legal & General Group Plc	$684M	763,534	+3,058	ADD
27	ENVESTNET ASSET MANAGEMENT INC	$678M	756,940	−31,948	TRIM
28	Bank of New York Mellon Corp	$663M	740,592	−15,360	TRIM
29	VANGUARD FIDUCIARY TRUST CO	$636M	710,570	—	NO PRIOR
30	Amundi	$560M	625,059	+166,962	ADD
31	Pictet Asset Management Holding SA	$547M	610,750	+24,756	ADD
32	Kestra Advisory Services, LLC	$540M	603,127	−15,914	TRIM
33	VOYA INVESTMENT MANAGEMENT LLC	$532M	595,279	+77,649	ADD
34	BANK OF MONTREAL /CAN/	$507M	566,649	−22,230	TRIM
35	BARCLAYS PLC	$485M	541,342	−112,934	TRIM
36	Fisher Asset Management, LLC	$456M	509,577	+509,577	NEW
37	CITADEL ADVISORS LLC	$451M	503,514	+29,164	ADD
38	PRINCIPAL FINANCIAL GROUP INC	$426M	475,915	−13,015	TRIM
39	Qube Research & Technologies Ltd	$417M	465,251	+364,565	ADD
40	Holocene Advisors, LP	$415M	463,399	−48,131	TRIM
41	DIMENSIONAL FUND ADVISORS LP	$413M	461,024	−118,177	TRIM
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$368M	411,601	−32,242	TRIM
43	CANADA PENSION PLAN INVESTMENT BOARD	$359M	400,595	+19,760	ADD
44	Focus Partners Wealth	$353M	394,782	+173,772	ADD
45	KEYBANK NATIONAL ASSOCIATION/OH	$350M	390,916	−16,233	TRIM
46	Winslow Capital Management, LLC	$342M	381,899	+217,788	ADD
47	Swiss National Bank	$332M	370,300	+23,560	ADD
48	AMF Tjanstepension AB	$325M	362,514	−157,625	TRIM
49	National Pension Service	$319M	356,548	+356,548	NEW
50	Swedbank AB	$313M	349,507	+2,985	ADD
51	Assenagon Asset Management S.A.	$305M	340,727	+185,367	ADD
52	MACKENZIE FINANCIAL CORP	$302M	337,729	+100,218	ADD
53	SEI INVESTMENTS CO	$295M	329,345	+118,069	ADD
54	Clearbridge Investments, LLC	$292M	325,804	+21,753	ADD
55	BALYASNY ASSET MANAGEMENT L.P.	$290M	323,451	+21,745	ADD
56	Mitsubishi UFJ Asset Management Co., Ltd.	$259M	289,354	+20,125	ADD
57	ALLIANCEBERNSTEIN L.P.	$258M	293,067	−23,041	TRIM
58	Vanguard Global Advisers, LLC	$247M	276,133	—	NO PRIOR
59	Point72 Asset Management, L.P.	$244M	272,899	+59,516	ADD
60	Sumitomo Mitsui Trust Group, Inc.	$241M	268,694	−15,565	TRIM
61	RAYMOND JAMES FINANCIAL INC	$239M	266,710	−5,635	TRIM
62	JENNISON ASSOCIATES LLC	$234M	261,912	+158,081	ADD
63	STIFEL FINANCIAL CORP	$228M	254,630	−10,198	TRIM
64	Alphinity Investment Management Pty Ltd	$220M	245,960	−299,836	TRIM
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$218M	242,995	+2,237	ADD
66	TD ASSET MANAGEMENT INC	$204M	228,209	+1,358	ADD
67	HSBC HOLDINGS PLC	$203M	227,424	−212,552	TRIM
68	Corient Private Wealth LLC	$187M	209,578	−323,849	TRIM
69	CIBC Bancorp USA Inc.	$186M	207,310	—	NO PRIOR
70	ZACKS INVESTMENT MANAGEMENT	$184M	205,176	−1,874	TRIM
71	VANGUARD ASSET MANAGEMENT, Ltd	$182M	203,322	—	NO PRIOR
72	Rockefeller Capital Management L.P.	$181M	201,985	+7,579	ADD
73	GREAT LAKES ADVISORS, LLC	$179M	200,190	+6,326	ADD
74	Eurizon Capital SGR S.p.A.	$177M	199,276	−11,281	TRIM
75	FIFTH THIRD BANCORP	$169M	188,806	+37,740	ADD
76	BNP Paribas Asset Management Holding S.A.	$165M	184,647	−17,883	TRIM
77	TRUIST FINANCIAL CORP	$159M	177,335	+2,483	ADD
78	GROUPAMA ASSET MANAGMENT	$157M	174,992	+8,773	ADD
79	Allianz Asset Management GmbH	$151M	168,398	+17,412	ADD
80	PUBLIC SECTOR PENSION INVESTMENT BOARD	$151M	168,125	−56,506	TRIM
81	LPL Financial LLC	$149M	166,633	+4,081	ADD
82	CONGRESS ASSET MANAGEMENT CO	$143M	159,176	−27,185	TRIM
83	Boston Partners	$142M	158,710	−6,355	TRIM
84	Clark Capital Management Group, Inc.	$140M	156,047	−25,350	TRIM
85	PRUDENTIAL FINANCIAL INC	$136M	151,567	−27,184	TRIM
86	MILLENNIUM MANAGEMENT LLC	$135M	151,084	−42,671	TRIM
87	AMERICAN CENTURY COMPANIES INC	$135M	150,675	+1,381	ADD
88	NEW YORK STATE COMMON RETIREMENT FUND	$134M	149,890	−2,000	TRIM
89	ADAGE CAPITAL PARTNERS GP, L.L.C.	$131M	146,068	−1,100	TRIM
90	COMMERCE BANK	$129M	144,109	−794	TRIM
91	Cartenna Capital, LP	$128M	142,500	+72,500	ADD
92	HOMESTEAD ADVISERS CORP	$126M	141,927	−1,600	TRIM
93	ROYAL LONDON ASSET MANAGEMENT LTD	$115M	128,127	+18,976	ADD
94	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$113M	125,782	+88	ADD
95	Artisan Partners Limited Partnership	$111M	124,297	+124,297	NEW
96	Aberdeen Group plc	$108M	120,944	+8,845	ADD
97	GLENMEDE TRUST CO NA	$108M	120,753	−1,757	TRIM
98	PFA Pension, Forsikringsaktieselskab	$105M	117,054	+117,054	NEW
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$101M	113,032	−1,505	TRIM
100	Fullerton Fund Management Co Ltd.	$101M	112,794	−94,618	TRIM
101	OP Asset Management Ltd	$99.4M	111,084	—	NO PRIOR
102	AVIVA PLC	$99.4M	111,077	+3,156	ADD
103	DANSKE BANK A/S	$97.6M	108,998	+11,392	ADD
104	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$96.9M	108,190	+108,190	NEW
105	PANAGORA ASSET MANAGEMENT INC	$94.7M	105,796	−48,168	TRIM
106	BOWEN HANES & CO INC	$89.8M	100,295	+75	ADD
107	CITIGROUP INC	$87.4M	97,573	+3,480	ADD
108	D. E. Shaw & Co., Inc.	$86.0M	96,027	+94,073	ADD
109	Man Group plc	$85.8M	95,865	+40,642	ADD
110	Madison Asset Management, LLC	$83.3M	93,074	−5,878	TRIM
111	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$83.3M	93,004	+93,004	NEW
112	Zurcher Kantonalbank (Zurich Cantonalbank)	$82.7M	92,406	+92,406	NEW
113	STOREBRAND ASSET MANAGEMENT AS	$82.6M	92,279	—	NO PRIOR
114	Tempo Wealth, LLC	$82.5M	92,136	+2,298	ADD
115	OMERS ADMINISTRATION Corp	$81.9M	91,523	−91,914	TRIM
116	NATIONAL BANK OF CANADA /FI/	$81.7M	91,277	+4,739	ADD
117	Artemis Investment Management LLP	$80.9M	90,376	−30,151	TRIM
118	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$78.1M	87,239	−4,098	TRIM
119	Universal- Beteiligungs- und Servicegesellschaft mbH	$75.8M	84,969	−8,075	TRIM
120	Port Capital LLC	$75.8M	84,638	−4,112	TRIM
121	Life Cycle Investment Partners Ltd	$74.0M	82,645	+29,209	ADD
122	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$73.3M	81,926	−3,062	TRIM
123	Retirement Systems of Alabama	$73.0M	81,527	−40	TRIM
124	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$72.7M	81,154	+1,890	ADD
125	Smith Group Asset Management, LLC	$72.6M	81,081	+8,601	ADD
126	Korea Investment CORP	$71.9M	80,286	−20,099	TRIM
127	Mitsubishi UFJ Trust & Banking Corp	$70.3M	78,499	+16,592	ADD
128	Engineers Gate Manager LP	$69.4M	77,557	+33,382	ADD
129	FEDERATED HERMES, INC.	$68.5M	76,523	+40,255	ADD
130	TUDOR INVESTMENT CORP ET AL	$68.4M	76,384	+76,384	NEW
131	Cetera Investment Advisers	$67.0M	74,801	+433	ADD
132	Railway Pension Investments Ltd	$65.7M	73,400	−9,760	TRIM
133	US BANCORP \DE\	$64.2M	71,737	−5,700	TRIM
134	Candriam S.C.A.	$63.2M	70,629	+3,196	ADD
135	Bank Julius Baer & Co. Ltd, Zurich	$62.8M	70,675	+69,287	ADD
136	JANE STREET GROUP, LLC	$62.7M	69,993	+23,062	ADD
137	Alecta Tjanstepension Omsesidigt	$62.6M	70,040	+70,040	NEW
138	HighTower Advisors, LLC	$62.5M	69,716	−2,210	TRIM
139	APG Asset Management N.V.	$61.9M	79,652	−284	TRIM
140	Union Bancaire Privee, UBP SA	$61.8M	66,590	+8,850	ADD
141	STATE OF WISCONSIN INVESTMENT BOARD	$61.8M	68,976	+2,006	ADD
142	DIAMOND HILL CAPITAL MANAGEMENT INC	$61.1M	68,221	−14,765	TRIM
143	BAHL & GAYNOR INC	$60.7M	67,779	+9,794	ADD
144	OSAIC HOLDINGS, INC.	$60.2M	67,154	−6,397	TRIM
145	Quantinno Capital Management LP	$59.9M	66,906	+18,447	ADD
146	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$58.2M	65,000	0	NO CHANGE
147	DnB Asset Management AS	$58.2M	64,956	+16,090	ADD
148	Chevy Chase Trust Holdings, LLC	$56.0M	62,594	−1,804	TRIM
149	Moran Wealth Management, LLC	$55.6M	62,133	−10,936	TRIM
150	VICTORY CAPITAL MANAGEMENT INC	$55.4M	61,876	+20,409	ADD
151	AustralianSuper Pty Ltd	$55.1M	61,572	+16,822	ADD
152	GATEWAY INVESTMENT ADVISERS LLC	$53.7M	60,031	−15,493	TRIM
153	Vanguard Investments Australia, Ltd.	$52.5M	58,696	—	NO PRIOR
154	WESTFIELD CAPITAL MANAGEMENT CO LP	$52.4M	58,489	+616	ADD
155	TD Waterhouse Canada Inc.	$50.2M	54,662	+51,939	ADD
156	Jain Global LLC	$50.1M	55,940	+47,660	ADD
157	TODD ASSET MANAGEMENT LLC	$50.0M	55,899	−10,295	TRIM
158	TOCQUEVILLE ASSET MANAGEMENT L.P.	$49.1M	54,842	−59	TRIM
159	Sequoia Financial Advisors, LLC	$48.9M	54,588	−1,706	TRIM
160	FIL Ltd	$48.6M	54,259	−23,737	TRIM
161	AQR CAPITAL MANAGEMENT LLC	$48.4M	55,280	+9,866	ADD
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$48.4M	54,034	+1,652	ADD
163	Cerity Partners LLC	$48.4M	54,034	−911	TRIM
164	Empowered Funds, LLC	$48.2M	53,827	+53,827	NEW
165	KLP KAPITALFORVALTNING AS	$47.8M	53,413	+4,720	ADD
166	Asset Management One Co., Ltd.	$47.3M	52,822	−996	TRIM
167	Freestone Grove Partners LP	$46.9M	52,397	+16,137	ADD
168	Clear Harbor Asset Management, LLC	$45.0M	50,267	−914	TRIM
169	DEPRINCE RACE & ZOLLO INC	$44.9M	50,115	−180	TRIM
170	MML INVESTORS SERVICES, LLC	$43.7M	48,832	−12,872	TRIM
171	Schonfeld Strategic Advisors LLC	$43.3M	48,327	−1,918	TRIM
172	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$43.1M	48,146	+2,018	ADD
173	Baker Avenue Asset Management, LP	$43.0M	48,038	−373	TRIM
174	BURNEY CO/	$42.4M	47,351	−5,856	TRIM
175	NOMURA ASSET MANAGEMENT CO LTD	$42.2M	47,104	−1,386	TRIM
176	Wilkinson Global Asset Management LLC	$41.9M	46,801	−774	TRIM
177	CREDIT AGRICOLE S A	$41.8M	46,692	+33,851	ADD
178	MERCER GLOBAL ADVISORS INC /ADV	$41.5M	46,376	+2,407	ADD
179	Creative Planning	$41.5M	46,359	+3,516	ADD
180	TEACHER RETIREMENT SYSTEM OF TEXAS	$41.1M	45,854	−11,403	TRIM
181	UMB Bank, n.a.	$39.6M	44,223	−321	TRIM
182	NISA INVESTMENT ADVISORS, LLC	$39.4M	44,061	+445	ADD
183	Sanctuary Advisors, LLC	$39.2M	43,760	−2,301	TRIM
184	State of New Jersey Common Pension Fund D	$38.5M	42,994	0	NO CHANGE
185	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.9M	42,380	+16,130	ADD
186	Groupe la Francaise	$37.0M	41,341	+23,891	ADD
187	Woodline Partners LP	$37.0M	41,296	+32,426	ADD
188	EASTERN BANK	$36.1M	40,365	−8,872	TRIM
189	Lansforsakringar Fondforvaltning AB (publ)	$35.6M	39,762	−6,993	TRIM
190	Swiss Life Asset Management Ltd	$35.6M	56,731	+17,692	ADD
191	COMMONWEALTH EQUITY SERVICES, LLC	$35.4M	39,499	−129	TRIM
192	Zurich Insurance Group Ltd/FI	$34.9M	38,973	+9,533	ADD
193	Resona Asset Management Co.,Ltd.	$34.8M	39,095	+834	ADD
194	TORONTO DOMINION BANK	$34.5M	38,554	−34,798	TRIM
195	Howard Capital Management Group, LLC	$34.5M	38,542	+825	ADD
196	Tredje AP-fonden	$34.1M	38,140	+16,684	ADD
197	OFI INVEST ASSET MANAGEMENT	$34.1M	43,944	+42,809	ADD
198	Minneapolis Portfolio Management Group, LLC	$33.3M	37,223	−175	TRIM
199	Walleye Capital LLC	$32.5M	36,301	−18,335	TRIM
200	Daiwa Securities Group Inc.	$32.4M	36,200	−2,005	TRIM
201	Ensign Peak Advisors, Inc	$31.7M	35,446	+18,225	ADD
202	Carmignac Gestion	$31.7M	35,433	+35,433	NEW
203	Badgley Phelps Wealth Managers, LLC	$31.6M	35,303	−479	TRIM
204	Arizona State Retirement System	$31.0M	34,585	−1,278	TRIM
205	Robeco Institutional Asset Management B.V.	$30.9M	34,500	+29,136	ADD
206	Sumitomo Mitsui DS Asset Management Company, Ltd	$30.8M	34,434	−228	TRIM
207	Czech National Bank	$30.8M	34,375	+1,101	ADD
208	SCOPUS ASSET MANAGEMENT, L.P.	$30.2M	33,783	−19,217	TRIM
209	CITIZENS FINANCIAL GROUP INC/RI	$30.2M	33,744	−989	TRIM
210	Banco Santander, S.A.	$29.6M	33,083	−2,315	TRIM
211	STATE OF MICHIGAN RETIREMENT SYSTEM	$29.5M	32,996	0	NO CHANGE
212	Varma Mutual Pension Insurance Co	$29.1M	32,475	0	NO CHANGE
213	Tidal Investments LLC	$29.0M	32,577	+28,160	ADD
214	M&T BANK CORP	$28.9M	32,328	−3,106	TRIM
215	FULLER & THALER ASSET MANAGEMENT, INC.	$28.9M	32,310	−23,990	TRIM
216	FIRST TRUST ADVISORS LP	$28.2M	31,457	+931	ADD
217	Mirae Asset Global Investments Co., Ltd.	$28.1M	31,413	+8,349	ADD
218	Janus Henderson Group Ltd.	$28.1M	31,409	+686	ADD
219	Quadrature Capital Ltd	$27.9M	31,198	+31,198	NEW
220	Calamos Advisors LLC	$27.8M	31,028	+1,003	ADD
221	Mariner, LLC	$27.5M	30,770	+4,324	ADD
222	CIBC Asset Management Inc	$27.5M	30,750	+480	ADD
223	BANK OF NOVA SCOTIA	$27.5M	30,678	−6,562	TRIM
224	ASSETMARK, INC	$27.0M	30,119	+1,922	ADD
225	Aristotle Atlantic Partners, LLC	$26.9M	30,000	+2,000	ADD
226	Fiera Capital Corp	$26.5M	29,648	+1,301	ADD
227	MetLife Investment Management, LLC	$26.4M	29,500	−758	TRIM
228	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$26.3M	29,401	+49	ADD
229	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$26.2M	29,305	+29,305	NEW
230	ASR Vermogensbeheer N.V.	$26.0M	29,041	+516	ADD
231	Allspring Global Investments Holdings, LLC	$25.8M	28,058	−6,970	TRIM
232	Andra AP-fonden	$25.7M	28,687	+13,611	ADD
233	ADAMS DIVERSIFIED EQUITY FUND, INC.	$25.0M	27,900	−700	TRIM
234	Regents Gate Capital LLP	$24.9M	27,772	+27,646	ADD
235	Segment Wealth Management, LLC	$24.8M	27,717	−290	TRIM
236	BLAIR WILLIAM & CO/IL	$24.7M	27,572	−5,896	TRIM
237	Marble Harbor Investment Counsel, LLC	$24.4M	27,288	−1,231	TRIM
238	NATIXIS	$24.3M	27,166	−4,308	TRIM
239	Advisors Asset Management, Inc.	$24.2M	26,982	+1,299	ADD
240	Covea Finance	$24.0M	26,852	−3,989	TRIM
241	HM PAYSON & CO	$24.0M	26,766	−1,501	TRIM
242	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$23.8M	26,562	−100	TRIM
243	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$23.6M	26,312	+3,857	ADD
244	Stratos Wealth Partners, LTD.	$23.4M	26,087	+1,117	ADD
245	NorthCrest Asset Manangement, LLC	$23.3M	25,665	−8,783	TRIM
246	Zimmer Partners, LP	$22.4M	25,000	−5,000	TRIM
247	IFM Investors Pty Ltd	$22.2M	24,782	+644	ADD
248	UNIO CAPITAL LLC	$22.2M	24,770	−6,644	TRIM
249	DAYMARK WEALTH PARTNERS, LLC	$22.1M	24,695	−719	TRIM
250	&PARTNERS	$21.5M	24,132	+1,123	ADD
251	EULAV Asset Management	$21.5M	24,000	+10,000	ADD
252	KANAWHA CAPITAL MANAGEMENT LLC	$21.4M	23,892	−467	TRIM
253	XPONANCE LLC	$20.4M	22,764	+3,076	ADD
254	GUARDIAN CAPITAL LP	$20.3M	22,720	+7,034	ADD
255	USS Investment Management Ltd	$20.2M	22,635	0	NO CHANGE
256	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$20.1M	22,500	+22,500	NEW
257	Dana Investment Advisors, Inc.	$19.9M	22,188	−775	TRIM
258	BOOTHBAY FUND MANAGEMENT, LLC	$19.7M	21,950	+9,761	ADD
259	Crossmark Global Holdings, Inc.	$19.5M	21,733	—	NO PRIOR
260	Apollon Wealth Management, LLC	$19.4M	21,689	+5,896	ADD
261	Beacon Pointe Advisors, LLC	$19.1M	21,380	+3,017	ADD
262	Bridgewater Associates, LP	$19.1M	21,306	+14,648	ADD
263	Jefferies Financial Group Inc.	$18.9M	21,096	+8,088	ADD
264	BW Gestao de Investimentos Ltda.	$18.9M	21,068	+7,359	ADD
265	Wealth High Governance Capital Ltda	$18.9M	21,068	−291	TRIM
266	Steward Partners Investment Advisory, LLC	$18.6M	20,746	+7,108	ADD
267	Utah Retirement Systems	$18.4M	20,557	−591	TRIM
268	Vanguard Personalized Indexing Management, LLC	$18.4M	20,548	+1,310	ADD
269	Capital International, Inc./CA/	$18.4M	20,499	−7,289	TRIM
270	NORDEA INVESTMENT MANAGEMENT AB	$18.3M	20,982	−488	TRIM
271	Clearstead Advisors, LLC	$18.1M	20,188	−579	TRIM
272	XTX Topco Ltd	$18.1M	20,163	+17,669	ADD
273	United Asset Strategies, Inc.	$18.0M	20,060	−3,216	TRIM
274	Atria Investments, Inc	$17.8M	19,908	−1,357	TRIM
275	Raub Brock Capital Management LP	$17.7M	19,809	−8,021	TRIM
276	Connor, Clark & Lunn Investment Management Ltd.	$17.7M	19,787	−12,649	TRIM
277	Vinva Investment Management Ltd	$17.6M	20,444	+192	ADD
278	BRADLEY FOSTER & SARGENT INC/CT	$16.5M	18,472	+370	ADD
279	ProShare Advisors LLC	$16.5M	18,385	−4,757	TRIM
280	Pathstone Holdings, LLC	$16.3M	18,187	−960	TRIM
281	Alley Investment Management Company, LLC	$16.3M	18,185	−1,078	TRIM
282	NEOS Investment Management LLC	$16.2M	18,093	−6,973	TRIM
283	Inspire Investing, LLC	$16.2M	18,066	+5,674	ADD
284	Rakuten Investment Management, Inc.	$16.1M	18,731	+2,116	ADD
285	Wealth High Governance Asset Management Ltda.	$16.0M	17,864	—	NO PRIOR
286	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$15.9M	43,222	+10,096	ADD
287	Wealthfront Advisers LLC	$15.8M	17,632	+1,506	ADD
288	KESTRA PRIVATE WEALTH SERVICES, LLC	$15.8M	17,615	+290	ADD
289	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.7M	17,519	+232	ADD
290	Aquatic Capital Management LLC	$15.7M	17,508	+6,876	ADD
291	OPPENHEIMER ASSET MANAGEMENT INC.	$15.4M	17,229	−1,913	TRIM
292	BRIDGES INVESTMENT MANAGEMENT INC	$15.4M	17,196	+142	ADD
293	Danica Pension, Livsforsikringsaktieselskab	$15.3M	17,078	+17,078	NEW
294	Gotham Asset Management, LLC	$15.2M	16,997	+3,001	ADD
295	Mediolanum International Funds Ltd	$15.1M	17,553	+10,419	ADD
296	GHP Investment Advisors, Inc.	$15.1M	16,830	+135	ADD
297	ANCHOR CAPITAL ADVISORS LLC	$14.8M	16,548	−276	TRIM
298	NewEdge Advisors, LLC	$14.7M	16,476	+16,476	NEW
299	FLPUTNAM INVESTMENT MANAGEMENT CO	$14.7M	16,395	−720	TRIM
300	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.6M	16,338	+236	ADD
301	Running Oak Capital LLC	$14.4M	16,069	−4,508	TRIM
302	MARTINGALE ASSET MANAGEMENT L P	$14.4M	16,048	−3,449	TRIM
303	Aventail Capital Group, LP	$14.4M	16,039	+14,274	ADD
304	GUGGENHEIM CAPITAL LLC	$14.2M	15,806	−2,374	TRIM
305	Heirloom Wealth Management	$13.8M	15,400	−848	TRIM
306	Sand Hill Global Advisors, LLC	$13.6M	15,138	−310	TRIM
307	Fisher Funds Management LTD	$13.5M	15,127	−1,612	TRIM
308	EVEXIA WEALTH LLC	$13.4M	13,549	−2,101	TRIM
309	Pegasus Asset Management, Inc.	$13.4M	14,956	−127	TRIM
310	ING GROEP NV	$13.2M	14,775	−4,133	TRIM
311	Intesa Sanpaolo S.p.A.	$13.2M	14,735	−637	TRIM
312	CARRET ASSET MANAGEMENT, LLC	$13.0M	14,520	−10	TRIM
313	EagleClaw Capital Managment, LLC	$13.0M	14,495	−663	TRIM
314	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.9M	14,462	+33	ADD
315	FIDUCIARY TRUST CO	$12.9M	14,412	−1,220	TRIM
316	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$12.9M	14,367	−127	TRIM
317	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.9M	14,361	−12,711	TRIM
318	MONTAG A & ASSOCIATES INC	$12.8M	14,351	−280	TRIM
319	CIBC WORLD MARKET INC.	$12.8M	14,325	+2,016	ADD
320	WASHINGTON TRUST BANK	$12.8M	14,278	−1,540	TRIM
321	Ethic Inc.	$12.7M	14,213	+158	ADD
322	SummitTX Capital, L.P.	$12.6M	14,091	+10,098	ADD
323	MACQUARIE GROUP LTD	$12.6M	14,063	−3,739	TRIM
324	GFS Advisors, LLC	$12.6M	101,199	+101,199	NEW
325	Orion Investment Co	$12.5M	14,015	+252	ADD
326	Elo Mutual Pension Insurance Co	$12.5M	14,012	+3,625	ADD
327	SMA Capital LLC	$12.5M	13,940	+5,411	ADD
328	Aware Super Pty Ltd as trustee of Aware Super	$12.4M	13,866	—	NO PRIOR
329	Allworth Financial LP	$12.1M	13,513	−540	TRIM
330	B. Metzler seel. Sohn & Co. AG	$12.0M	13,382	+95	ADD
331	Turtle Creek Wealth Advisors, LLC	$12.0M	13,357	+1,075	ADD
332	OpenArc Corporate Advisory, LLC	$11.9M	13,256	+5,860	ADD
333	YOUSIF CAPITAL MANAGEMENT, LLC	$11.9M	13,250	−590	TRIM
334	Columbus Macro, LLC	$11.7M	13,101	+401	ADD
335	Vident Advisory, LLC	$11.4M	12,727	+5,696	ADD
336	TEMA ETFS LLC	$11.4M	12,685	+1,272	ADD
337	WEDGE CAPITAL MANAGEMENT L L P/NC	$11.3M	12,653	−759	TRIM
338	Vestmark Advisory Solutions, Inc.	$11.3M	12,612	+6,495	ADD
339	SCOTIA CAPITAL INC.	$10.9M	12,196	−179	TRIM
340	TRUSTMARK BANK TRUST DEPARTMENT	$10.9M	12,175	−883	TRIM
341	Brevan Howard Capital Management LP	$10.9M	12,168	+8,448	ADD
342	Hudson Bay Capital Management LP	$10.9M	12,151	+12,151	NEW
343	Night Squared LP	$10.7M	11,990	+11,990	NEW
344	QRG CAPITAL MANAGEMENT, INC.	$10.5M	11,748	+1,882	ADD
345	Atlantic Union Bankshares Corp	$10.4M	11,588	−324	TRIM
346	EP Wealth Advisors, LLC	$10.2M	11,423	−1,774	TRIM
347	CARDEROCK CAPITAL MANAGEMENT INC	$10.1M	11,319	+63	ADD
348	NewEdge Wealth, LLC	$10.1M	11,306	−2,404	TRIM
349	Two Point Capital Management, Inc.	$10.1M	11,286	−3,365	TRIM
350	Tribune Investment Group LP	$10.0M	11,160	−2,840	TRIM
351	Concentric Capital Strategies, LP	$9.6M	10,740	−4,339	TRIM
352	ALLIANZ SE	$9.6M	10,700	0	NO CHANGE
353	GC Wealth Management RIA, LLC	$9.5M	10,638	−715	TRIM
354	AIA Group Ltd	$9.5M	10,564	+10,564	NEW
355	Onex Canada Asset Management Inc.	$9.4M	10,472	−402	TRIM
356	Longaeva Partners L.P.	$9.0M	10,101	+10,101	NEW
357	Indivisible Partners	$9.0M	10,093	+2,399	ADD
358	Pallas Capital Advisors LLC	$9.0M	10,002	−764	TRIM
359	ALERUS FINANCIAL NA	$8.9M	9,995	−282	TRIM
360	Federation des caisses Desjardins du Quebec	$8.9M	9,973	+843	ADD
361	ABN AMRO INVESTMENT SOLUTIONS	$8.9M	9,965	−13,081	TRIM
362	UniSuper Management Pty Ltd	$8.9M	9,939	+11	ADD
363	Lido Advisors, LLC	$8.9M	9,896	+1,030	ADD
364	HBK Sorce Advisory LLC	$8.8M	9,971	−44	TRIM
365	Kesler, Norman & Wride, LLC	$8.7M	9,757	−1	TRIM
366	MAI Capital Management	$8.7M	9,707	+129	ADD
367	AE Wealth Management LLC	$8.6M	9,623	+187	ADD
368	SIRIOS CAPITAL MANAGEMENT L P	$8.6M	9,614	+4,858	ADD
369	Larson Financial Group LLC	$8.6M	9,585	+399	ADD
370	HB Wealth Management, LLC	$8.6M	9,577	+779	ADD
371	Envestnet Portfolio Solutions, Inc.	$8.6M	9,556	−4,388	TRIM
372	Investment Management Corp of Ontario	$8.5M	9,444	−2,038	TRIM
373	REGIONS FINANCIAL CORP	$8.4M	9,404	−630	TRIM
374	STANSBERRY ASSET MANAGEMENT, LLC	$8.4M	9,331	+87	ADD
375	RED CEDAR INVESTMENT MANAGEMENT, LLC	$8.2M	9,181	−66	TRIM
376	MATTERN CAPITAL MANAGEMENT, LLC	$8.1M	9,085	−2,664	TRIM
377	Oliver Luxxe Assets LLC	$8.1M	9,037	+9,037	NEW
378	Rokos Capital Management LLP	$8.0M	8,908	+8,908	NEW
379	Community Financial Services Group, LLC	$7.9M	8,626	+8,626	NEW
380	PDT Partners, LLC	$7.9M	8,820	+2,800	ADD
381	Brookstone Capital Management	$7.9M	8,810	−1,596	TRIM
382	ELEVATION POINT WEALTH PARTNERS, LLC	$7.9M	8,805	+7,766	ADD
383	Generali Asset Management SPA SGR	$7.8M	8,723	−1,553	TRIM
384	Vontobel Holding Ltd.	$7.7M	8,560	−473	TRIM
385	Rafferty Asset Management, LLC	$7.6M	8,497	−3,185	TRIM
386	Tairen Capital Ltd	$7.5M	8,400	0	NO CHANGE
387	Procyon Advisors, LLC	$7.5M	5,069,302	−75	TRIM
388	VISTA INVESTMENT PARTNERS LLC	$7.5M	8,356	−508	TRIM
389	Brooklyn Investment Group	$7.5M	8,335	+1,570	ADD
390	Carnegie Lake Advisors LLC	$7.4M	8,316	−60	TRIM
391	Cresset Asset Management, LLC	$7.4M	8,305	−3,370	TRIM
392	Composition Wealth, LLC	$7.4M	8,304	+542	ADD
393	Marks Group Wealth Management, Inc	$7.4M	8,291	−3,126	TRIM
394	Belpointe Asset Management LLC	$7.4M	8,249	+564	ADD
395	PRINCIPAL SECURITIES, INC.	$7.3M	8,172	+739	ADD
396	Quantbot Technologies LP	$7.3M	8,165	+8,165	NEW
397	BTC Capital Management, Inc.	$7.3M	8,136	−85	TRIM
398	MGO ONE SEVEN LLC	$7.3M	8,099	+312	ADD
399	Westerkirk Capital Inc.	$7.2M	8,070	0	NO CHANGE
400	PARSONS CAPITAL MANAGEMENT INC/RI	$7.2M	8,012	+318	ADD
401	Bulltick Wealth Management, LLC	$7.1M	7,886	−8	TRIM
402	Stelac Advisory Services LLC	$7.0M	7,847	+7,847	NEW
403	Fragasso Financial Advisors Inc	$7.0M	7,621	−232	TRIM
404	Y-Intercept (Hong Kong) Ltd	$6.9M	7,727	+7,727	NEW
405	Westhampton Capital, LLC	$6.9M	7,724	+35	ADD
406	Leeward Investments, LLC - MA	$6.9M	7,702	−255	TRIM
407	MIRABELLA FINANCIAL SERVICES LLP	$6.9M	7,659	+483	ADD
408	MIZUHO SECURITIES USA LLC	$6.8M	7,630	−1,558	TRIM
409	CVFG LLC	$6.8M	7,583	+7,583	NEW
410	Cornerstone Wealth Management, LLC	$6.7M	7,524	−392	TRIM
411	Private Advisor Group, LLC	$6.7M	7,456	+1,286	ADD
412	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$6.6M	7,426	+23	ADD
413	INTECH INVESTMENT MANAGEMENT LLC	$6.6M	7,364	+2,981	ADD
414	Cumberland Partners Ltd	$6.5M	7,271	−3,279	TRIM
415	Joseph Group Capital Management	$6.5M	7,265	−1,100	TRIM
416	OPPENHEIMER & CO INC	$6.5M	7,220	−42	TRIM
417	HARTFORD INVESTMENT MANAGEMENT CO	$6.5M	7,214	−86	TRIM
418	SKBA CAPITAL MANAGEMENT LLC	$6.4M	7,120	−1,340	TRIM
419	BROWN ADVISORY INC	$6.4M	7,099	−52	TRIM
420	Sterling Capital Management LLC	$6.3M	7,013	+890	ADD
421	CHOREO, LLC	$6.3M	7,009	+280	ADD
422	Hennion & Walsh Asset Management, Inc.	$6.2M	6,936	+31	ADD
423	LOWE BROCKENBROUGH & CO INC	$6.2M	6,918	−109	TRIM
424	Ameritas Investment Partners, Inc.	$6.2M	6,916	+7	ADD
425	Concurrent Investment Advisors, LLC	$6.1M	6,830	−469	TRIM
426	MinichMacGregor Wealth Management, LLC	$6.0M	6,717	+6,717	NEW
427	Graham Capital Management, L.P.	$6.0M	6,698	+2,466	ADD
428	Summit Trail Advisors, LLC	$6.0M	6,695	+1,915	ADD
429	DAVENPORT & Co LLC	$5.9M	6,636	−186	TRIM
430	Voleon Capital Management LP	$5.9M	6,565	+6,565	NEW
431	FINANCIAL ADVISORY PARTNERS, LLC	$5.8M	6,451	−217	TRIM
432	CWM, LLC	$5.8M	6,432	+242	ADD
433	Snowden Capital Advisors LLC	$5.8M	6,430	−1,032	TRIM
434	Stanley-Laman Group, Ltd.	$5.7M	6,388	+140	ADD
435	Maryland State Retirement & Pension System	$5.7M	6,323	0	NO CHANGE
436	Squarepoint Ops LLC	$5.6M	6,290	+2,927	ADD
437	MARIETTA INVESTMENT PARTNERS LLC	$5.6M	6,217	−18	TRIM
438	BAR HARBOR WEALTH MANAGEMENT	$5.5M	6,113	−91	TRIM
439	Merit Financial Group, LLC	$5.4M	6,079	+2,075	ADD
440	Laird Norton Wetherby Trust Company, LLC	$5.4M	6,077	+157	ADD
441	Siemens Fonds Invest GmbH	$5.4M	6,036	+7	ADD
442	Meeder Advisory Services, Inc.	$5.4M	6,017	+458	ADD
443	S-Bank Fund Management Ltd	$5.4M	6,000	+6,000	NEW
444	KP Management LLC	$5.4M	6,000	0	NO CHANGE
445	SCS Capital Management LLC	$5.3M	5,964	−426	TRIM
446	Dai-ichi Life Insurance Company, Ltd	$5.3M	5,952	−482	TRIM
447	Bryn Mawr Trust Advisors, LLC	$5.3M	5,903	−54	TRIM
448	DAGCO, INC.	$5.3M	5,902	−46	TRIM
449	Norinchukin Bank, The	$5.3M	5,900	−31	TRIM
450	Qsemble Capital Management, LP	$5.3M	5,899	+5,899	NEW
451	Atom Investors LP	$5.3M	5,887	+4,406	ADD
452	Pinnacle Financial Partners, Inc.	$5.2M	5,849	−56	TRIM
453	EXCHANGE TRADED CONCEPTS, LLC	$5.2M	5,844	−1,248	TRIM
454	Strategic Advisors LLC	$5.2M	5,813	−97	TRIM
455	Strong Tower Advisory Services	$5.2M	5,783	−71	TRIM
456	Fischer Financial Services, Inc.	$5.2M	5,761	−395	TRIM
457	Performance Wealth Partners, LLC	$5.1M	5,744	−278	TRIM
458	Aptus Capital Advisors, LLC	$5.1M	5,693	+4,651	ADD
459	B & T Capital Management DBA Alpha Capital Management	$5.1M	5,689	−2,329	TRIM
460	Ashton Thomas Private Wealth, LLC	$5.1M	5,675	+5,675	NEW
461	Savant Capital, LLC	$5.1M	5,656	+792	ADD
462	Equitable Holdings, Inc.	$5.0M	5,631	+2,849	ADD
463	HUB Investment Partners, LLC	$5.0M	5,559	−549	TRIM
464	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$5.0M	5,559	−9,672	TRIM
465	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$5.0M	5,181	+124	ADD
466	Argentarii, LLC	$4.9M	5,526	−4	TRIM
467	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.9M	5,491	+3,276	ADD
468	Oak Thistle LLC	$4.9M	5,483	+5,483	NEW
469	Diversified Trust Co	$4.9M	5,466	+1,613	ADD
470	Tower View Wealth Management LLC	$4.9M	5,449	−269	TRIM
471	New Age Alpha Advisors, LLC	$4.9M	5,442	−1,012	TRIM
472	Bank Pictet & Cie (Europe) AG	$4.8M	5,363	−884	TRIM
473	Polymer Capital Management (US) LLC	$4.8M	5,344	+344	ADD
474	VISTA INVESTMENT PARTNERS II, LLC	$4.7M	5,293	−316	TRIM
475	UNIVEST FINANCIAL Corp	$4.7M	5,243	−570	TRIM
476	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$4.7M	5,197	−479	TRIM
477	MUFG Securities EMEA plc	$4.6M	5,173	0	NO CHANGE
478	AG2R LA MONDIALE GESTION D'ACTIFS	$4.6M	5,151	+29	ADD
479	Transamerica Financial Advisors, LLC	$4.6M	5,127	−1,475	TRIM
480	Cyndeo Wealth Partners, LLC	$4.6M	5,117	−1,492	TRIM
481	RITHOLTZ WEALTH MANAGEMENT	$4.6M	5,104	+1,770	ADD
482	SEB Asset Management AB	$4.6M	5,090	—	NO PRIOR
483	Albar Capital Partners LLP	$4.5M	5,073	+5,073	NEW
484	Lafayette Investments, Inc.	$4.5M	5,055	−509	TRIM
485	GUYASUTA INVESTMENT ADVISORS INC	$4.5M	4,995	−20	TRIM
486	Arax Advisory Partners	$4.5M	4,989	+2,591	ADD
487	Lombard Odier Asset Management (Switzerland) SA	$4.5M	4,975	+4,975	NEW
488	CI INVESTMENTS INC.	$4.4M	4,879	+148	ADD
489	Legacy Private Trust Co.	$4.4M	4,874	−374	TRIM
490	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$4.3M	4,829	+618	ADD
491	Asio Capital, LLC	$4.3M	4,829	+45	ADD
492	Tower Research Capital LLC (TRC)	$4.3M	4,812	+483	ADD
493	NOMURA HOLDINGS INC	$4.3M	4,750	−22,388	TRIM
494	DIVIDEND ASSETS CAPITAL, LLC	$4.2M	4,732	+2,491	ADD
495	Orion Porfolio Solutions, LLC	$4.2M	4,730	−808	TRIM
496	High Net Worth Advisory Group LLC	$4.2M	4,694	0	NO CHANGE
497	BENJAMIN EDWARDS INC	$4.2M	4,689	+137	ADD
498	TOKIO MARINE ASSET MANAGEMENT CO LTD	$4.2M	4,676	+338	ADD
499	Carnegie Investment Counsel	$4.2M	4,657	−128	TRIM
500	EXENCIAL WEALTH ADVISORS, LLC	$4.1M	4,632	−149	TRIM

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

Congress ↔ notable managers · PH

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Byron Donalds R–FL-19 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Bridgewater Associates, Gotham Asset Management $103M held
Trimming: 1 Moore Capital Management $2.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PARKER-HANNIFIN CORP

Merged timeline of congressional filings and notable-manager moves on PH
Date	Who	Change	Size
2026-09-15	Byron Donalds Congress	SELL	$1K–$15K
2026-09-15	Byron Donalds Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+76,384 sh
2026-05-15	Bridgewater Associates 13F	ADD	+14,648 sh
2026-05-15	Gotham Asset Management 13F	ADD	+3,001 sh
2026-05-15	Moore Capital Management 13F	TRIM	−19,990 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

17 members of Congress disclosed PH — 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).