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 ↗

PPL CORP · COM · quarter ended 2026-03-31 · 13 members disclosed PPL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 799 holders are listed, largest first: 799
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $22.8B
holders whose share count rose or who opened the position (new + add), by shares: 408
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 86

Holders — quarter ended 2026-03-31

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

13F holders of PPL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.4B	63,224,715	+3,884	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	47,198,638	—	NO PRIOR
3	FRANKLIN RESOURCES INC	$1.7B	43,836,112	+1,498,063	ADD
4	STATE STREET CORP	$1.5B	39,415,824	+534,322	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	36,611,971	—	NO PRIOR
6	Invesco Ltd.	$1.1B	28,920,155	−1,859,058	TRIM
7	WELLINGTON MANAGEMENT GROUP LLP	$936M	24,509,301	−9,483,576	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$737M	19,367,328	+440,426	ADD
9	MORGAN STANLEY	$648M	16,964,450	−2,408,452	TRIM
10	BANK OF AMERICA CORP /DE/	$550M	14,406,338	+855,425	ADD
11	BARCLAYS PLC	$511M	13,385,498	+8,510,763	ADD
12	Boston Partners	$484M	12,652,192	−407,760	TRIM
13	FMR LLC	$478M	12,514,085	+1,496,040	ADD
14	MILLENNIUM MANAGEMENT LLC	$328M	8,586,178	+7,327,664	ADD
15	CITADEL ADVISORS LLC	$318M	8,325,635	+6,502,534	ADD
16	FEDERATED HERMES, INC.	$314M	8,216,966	+221,291	ADD
17	NORTHERN TRUST CORP	$300M	7,865,630	−76,230	TRIM
18	Point72 Asset Management, L.P.	$216M	5,659,324	+5,659,324	NEW
19	Legal & General Group Plc	$208M	5,437,566	−105,703	TRIM
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$194M	5,076,960	−1,909,489	TRIM
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$193M	5,052,800	+128,982	ADD
22	ALLIANCEBERNSTEIN L.P.	$193M	5,510,456	−2,407,738	TRIM
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$192M	5,010,821	−96,529	TRIM
24	Bank of New York Mellon Corp	$179M	4,697,981	−63,237	TRIM
25	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$176M	4,619,677	+1,162,331	ADD
26	BAHL & GAYNOR INC	$160M	4,181,418	−17,284	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$158M	4,145,253	—	NO PRIOR
28	Energy Income Partners, LLC	$153M	4,014,732	+48,369	ADD
29	Clearbridge Investments, LLC	$139M	3,638,250	−2,662,775	TRIM
30	RAYMOND JAMES FINANCIAL INC	$129M	3,370,157	−953,669	TRIM
31	ENVESTNET ASSET MANAGEMENT INC	$124M	3,250,405	+100,321	ADD
32	TWO SIGMA INVESTMENTS, LP	$123M	3,215,730	+3,215,730	NEW
33	DIMENSIONAL FUND ADVISORS LP	$119M	3,125,255	+84,730	ADD
34	WELLS FARGO & COMPANY/MN	$117M	3,056,817	+71,736	ADD
35	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$115M	3,015,392	+3,015,392	NEW
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$113M	2,948,994	−379,013	TRIM
37	Empower Advisory Group, LLC	$102M	2,663,033	+153,854	ADD
38	AMERICAN CENTURY COMPANIES INC	$101M	2,654,948	+591,288	ADD
39	ExodusPoint Capital Management, LP	$101M	2,647,453	+762,480	ADD
40	BALYASNY ASSET MANAGEMENT L.P.	$93.9M	2,458,048	+2,446,978	ADD
41	JENNISON ASSOCIATES LLC	$88.0M	2,303,982	−49,727	TRIM
42	ROYAL BANK OF CANADA	$86.7M	2,269,883	+174,942	ADD
43	UBS Group AG	$85.6M	2,240,571	−553,853	TRIM
44	Swiss National Bank	$82.9M	2,170,900	+144,300	ADD
45	BANK OF MONTREAL /CAN/	$80.5M	2,108,401	−622,284	TRIM
46	D. E. Shaw & Co., Inc.	$80.1M	2,097,761	+975,093	ADD
47	FIRST TRUST ADVISORS LP	$73.9M	1,933,270	−226,346	TRIM
48	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$72.0M	1,884,790	+1,825,486	ADD
49	Qube Research & Technologies Ltd	$71.3M	1,865,540	+1,865,540	NEW
50	LPL Financial LLC	$65.6M	1,716,466	−42,040	TRIM
51	Mitsubishi UFJ Asset Management Co., Ltd.	$64.2M	1,680,291	+133,532	ADD
52	DEUTSCHE BANK AG\	$63.5M	1,662,985	+174,046	ADD
53	Vanguard Global Advisers, LLC	$61.6M	1,611,952	—	NO PRIOR
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$61.6M	1,611,635	−20,464	TRIM
55	Sumitomo Mitsui Trust Group, Inc.	$60.0M	1,569,520	−38,924	TRIM
56	Nuveen, LLC	$59.4M	1,554,631	+43,714	ADD
57	Cullen Capital Management, LLC	$58.9M	1,541,645	+32,219	ADD
58	Jefferies Financial Group Inc.	$56.3M	1,474,771	+1,466,773	ADD
59	VANGUARD ASSET MANAGEMENT, Ltd	$53.3M	1,396,140	—	NO PRIOR
60	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$50.2M	1,313,180	−76,992	TRIM
61	Squarepoint Ops LLC	$50.1M	1,311,619	+532,065	ADD
62	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$49.5M	1,296,290	−593,661	TRIM
63	HSBC HOLDINGS PLC	$46.1M	1,208,881	−1,402,887	TRIM
64	WORLDQUANT MILLENNIUM ADVISORS LLC	$44.1M	1,154,000	+98,525	ADD
65	BERKSHIRE ASSET MANAGEMENT LLC/PA	$44.0M	1,152,847	+16,791	ADD
66	Hudson Bay Capital Management LP	$44.0M	1,150,941	+302,144	ADD
67	VICTORY CAPITAL MANAGEMENT INC	$43.4M	1,136,948	−3,853	TRIM
68	Freestone Grove Partners LP	$42.5M	1,113,220	+1,113,220	NEW
69	National Pension Service	$42.3M	1,106,473	+1,106,473	NEW
70	Janus Henderson Group Ltd.	$40.3M	1,053,937	+25,311	ADD
71	Aventail Capital Group, LP	$38.1M	998,381	+751,582	ADD
72	UniSuper Management Pty Ltd	$37.4M	979,936	−472,888	TRIM
73	CIBC Bancorp USA Inc.	$36.2M	947,381	—	NO PRIOR
74	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$35.8M	936,870	+936,870	NEW
75	Aberdeen Group plc	$33.6M	878,307	−70,924	TRIM
76	PRINCIPAL FINANCIAL GROUP INC	$31.9M	835,620	−28,931	TRIM
77	Magellan Asset Management Ltd	$29.1M	761,274	+165,617	ADD
78	Verbena Value LP	$28.3M	740,500	−25,600	TRIM
79	TRUIST FINANCIAL CORP	$28.2M	739,248	−3,593	TRIM
80	STIFEL FINANCIAL CORP	$28.2M	737,511	−5,011	TRIM
81	Allianz Asset Management GmbH	$28.1M	734,956	+83,988	ADD
82	CITIGROUP INC	$28.0M	733,562	−112,712	TRIM
83	Verition Fund Management LLC	$27.7M	725,211	+663,865	ADD
84	Vanguard Investments Australia, Ltd.	$27.5M	719,303	—	NO PRIOR
85	AQR CAPITAL MANAGEMENT LLC	$26.1M	690,212	+258,007	ADD
86	PICTON MAHONEY ASSET MANAGEMENT	$24.7M	647,653	+88,212	ADD
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.5M	641,230	0	NO CHANGE
88	CANADA PENSION PLAN INVESTMENT BOARD	$23.2M	608,314	−8,380	TRIM
89	Investment Management Corp of Ontario	$22.6M	590,668	+540,630	ADD
90	Amundi	$22.0M	576,862	+32,641	ADD
91	Gotham Asset Management, LLC	$21.3M	556,951	+46,175	ADD
92	MACQUARIE GROUP LTD	$21.2M	554,945	+24,907	ADD
93	Trexquant Investment LP	$20.8M	543,824	+437,843	ADD
94	Quantinno Capital Management LP	$20.6M	540,351	+239,493	ADD
95	AE Wealth Management LLC	$20.5M	536,010	+67,277	ADD
96	Ensign Peak Advisors, Inc	$19.4M	508,808	−83,497	TRIM
97	Bridgewater Associates, LP	$16.3M	425,621	+370,735	ADD
98	Asset Management One Co., Ltd.	$15.8M	412,693	−17,545	TRIM
99	STATE OF WISCONSIN INVESTMENT BOARD	$15.1M	396,200	+13,090	ADD
100	Dana Investment Advisors, Inc.	$15.1M	394,682	−6,990	TRIM
101	HITE Hedge Asset Management LLC	$15.1M	394,351	0	NO CHANGE
102	CIBC Asset Management Inc	$15.0M	393,940	+4,109	ADD
103	OCCUDO QUANTITATIVE STRATEGIES LP	$15.0M	399,818	+327,402	ADD
104	COMMONWEALTH EQUITY SERVICES, LLC	$14.6M	381,762	+47,811	ADD
105	Chevy Chase Trust Holdings, LLC	$13.9M	364,467	−11,992	TRIM
106	Allspring Global Investments Holdings, LLC	$13.8M	359,235	+110,928	ADD
107	PRUDENTIAL FINANCIAL INC	$13.6M	356,934	−10,372	TRIM
108	Cetera Investment Advisers	$13.6M	356,872	+15,189	ADD
109	Mariner, LLC	$13.5M	353,776	+68,760	ADD
110	FACTORY MUTUAL INSURANCE CO	$13.2M	346,000	+346,000	NEW
111	GQG Partners LLC	$13.2M	345,965	−4,292,695	TRIM
112	Mitsubishi UFJ Trust & Banking Corp	$13.2M	345,826	−6,134	TRIM
113	AMERIPRISE FINANCIAL INC	$13.1M	341,407	+53,963	ADD
114	Corient Private Wealth LLC	$12.6M	330,855	−107,956	TRIM
115	SummitTX Capital, L.P.	$12.5M	326,222	−52,090	TRIM
116	APG Asset Management N.V.	$12.2M	369,329	−6,726	TRIM
117	Covalis Capital LLP	$12.2M	320,294	+320,294	NEW
118	ROYAL LONDON ASSET MANAGEMENT LTD	$12.1M	317,976	−741	TRIM
119	NEW YORK STATE COMMON RETIREMENT FUND	$11.6M	304,235	0	NO CHANGE
120	Engineers Gate Manager LP	$11.6M	302,660	+273,508	ADD
121	Wealthfront Advisers LLC	$11.5M	300,722	+64,023	ADD
122	Capula Management Ltd	$11.5M	450,000	+450,000	NEW
123	NOMURA ASSET MANAGEMENT CO LTD	$11.1M	290,811	−11,860	TRIM
124	Tidal Investments LLC	$11.0M	288,930	+276,379	ADD
125	Greenland Capital Management LP	$11.0M	288,178	+288,178	NEW
126	Fisher Funds Management LTD	$10.9M	285,798	−38,956	TRIM
127	TD ASSET MANAGEMENT INC	$10.9M	284,879	+24,164	ADD
128	Cresset Asset Management, LLC	$10.8M	280,701	+2,877	ADD
129	Universal- Beteiligungs- und Servicegesellschaft mbH	$10.7M	279,536	+1,530	ADD
130	NATIXIS	$10.6M	277,092	+277,092	NEW
131	TEMA ETFS LLC	$10.5M	273,784	+85,134	ADD
132	OSAIC HOLDINGS, INC.	$10.4M	273,238	+18,947	ADD
133	COMMERCE BANK	$10.3M	269,040	+226,154	ADD
134	Korea Investment CORP	$10.2M	267,500	+267,500	NEW
135	Schonfeld Strategic Advisors LLC	$10.1M	264,581	+264,581	NEW
136	State of New Jersey Common Pension Fund D	$9.5M	249,368	−642	TRIM
137	Foster Victor Wealth Advisors, LLC	$9.4M	238,430	+15,166	ADD
138	Northside Capital Management, LLC	$9.1M	237,999	−8,274	TRIM
139	Resona Asset Management Co.,Ltd.	$9.0M	235,030	+3,754	ADD
140	Voleon Capital Management LP	$9.0M	234,773	+144,253	ADD
141	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$8.9M	233,286	−6,638	TRIM
142	TORONTO DOMINION BANK	$8.9M	232,141	−30,763	TRIM
143	NEW ENGLAND ASSET MANAGEMENT INC	$8.8M	230,750	0	NO CHANGE
144	SEI INVESTMENTS CO	$8.6M	224,285	−130,077	TRIM
145	Creative Planning	$8.5M	222,950	+58,686	ADD
146	Sagefield Capital LP	$8.5M	221,880	−5,259	TRIM
147	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.4M	220,234	+137,103	ADD
148	Man Group plc	$8.4M	219,808	−84,944	TRIM
149	VOYA INVESTMENT MANAGEMENT LLC	$8.3M	218,110	+5,732	ADD
150	Aquatic Capital Management LLC	$8.1M	212,926	+44,814	ADD
151	FIFTH THIRD BANCORP	$8.1M	211,042	+179,801	ADD
152	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.0M	210,588	+22,229	ADD
153	BANK OF NOVA SCOTIA	$7.9M	207,636	−138,089	TRIM
154	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.9M	206,307	+206,307	NEW
155	Illinois Municipal Retirement Fund	$7.8M	204,638	−52,175	TRIM
156	Ascent Wealth Partners, LLC	$7.7M	201,547	+96,371	ADD
157	Czech National Bank	$7.7M	201,465	+6,408	ADD
158	Arizona State Retirement System	$7.7M	201,160	−1,570	TRIM
159	KAYNE ANDERSON CAPITAL ADVISORS LP	$7.6M	200,042	−176,068	TRIM
160	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.4M	193,286	−400	TRIM
161	OPPENHEIMER ASSET MANAGEMENT INC.	$7.4M	192,636	+4,356	ADD
162	Emerald Investment Advisers, LLC	$7.3M	191,761	—	NO PRIOR
163	NISA INVESTMENT ADVISORS, LLC	$6.9M	179,623	−442	TRIM
164	Swiss Life Asset Management Ltd	$6.9M	93,348	+25,041	ADD
165	Atom Investors LP	$6.8M	177,082	+84,175	ADD
166	Galvin, Gaustad & Stein, LLC	$6.7M	175,506	−393,549	TRIM
167	Pictet Asset Management Holding SA	$6.7M	174,538	−5,248	TRIM
168	GUGGENHEIM CAPITAL LLC	$6.6M	173,879	+20,629	ADD
169	MetLife Investment Management, LLC	$6.6M	172,852	−4,485	TRIM
170	IFM Investors Pty Ltd	$6.3M	164,350	+4,394	ADD
171	Grandview Asset Management LLC	$6.2M	162,972	−3,058	TRIM
172	HighTower Advisors, LLC	$6.2M	161,783	−58,954	TRIM
173	Retirement Systems of Alabama	$6.0M	157,088	−280	TRIM
174	HENNESSY ADVISORS INC	$6.0M	156,719	0	NO CHANGE
175	Taikang Asset Management (Hong Kong) Co Ltd	$5.8M	151,871	−62,630	TRIM
176	&PARTNERS	$5.7M	148,831	+3,908	ADD
177	Mirae Asset Global Investments Co., Ltd.	$5.5M	144,933	+22,612	ADD
178	Woodline Partners LP	$5.5M	144,891	+18,683	ADD
179	GLENMEDE TRUST CO NA	$5.5M	144,351	−40,918	TRIM
180	Sanctuary Advisors, LLC	$5.5M	144,076	+2,278	ADD
181	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$5.2M	137,029	—	NO PRIOR
182	XPONANCE LLC	$5.0M	132,013	+15,193	ADD
183	NATIONAL BANK OF CANADA /FI/	$5.0M	130,393	−211,090	TRIM
184	Howard Capital Management, LLC	$4.9M	128,899	−2,458	TRIM
185	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.8M	126,242	+35,687	ADD
186	Daiwa Securities Group Inc.	$4.8M	126,072	+6,354	ADD
187	NEOS Investment Management LLC	$4.7M	123,220	−170,504	TRIM
188	US BANCORP \DE\	$4.7M	121,859	+4,951	ADD
189	Utah Retirement Systems	$4.6M	120,145	−1,528	TRIM
190	Equitable Holdings, Inc.	$4.5M	128,196	−2,157	TRIM
191	SOROS FUND MANAGEMENT LLC	$4.5M	117,200	+117,200	NEW
192	New Age Alpha Advisors, LLC	$4.4M	114,996	−7,685	TRIM
193	ProShare Advisors LLC	$4.3M	113,016	−27,443	TRIM
194	Rakuten Investment Management, Inc.	$4.2M	109,785	+12,482	ADD
195	YOUSIF CAPITAL MANAGEMENT, LLC	$4.2M	108,862	−2,671	TRIM
196	Lido Advisors, LLC	$4.1M	107,819	+13,739	ADD
197	XTX Topco Ltd	$4.1M	107,249	+80,911	ADD
198	Qsemble Capital Management, LP	$4.1M	106,956	+106,956	NEW
199	BCS Private Wealth Management, Inc.	$4.1M	105,244	+3,660	ADD
200	Atria Investments, Inc	$4.0M	103,789	+2,153	ADD
201	Jacobi Capital Management LLC	$3.9M	103,322	−2,954	TRIM
202	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	102,818	+1,330	ADD
203	MML INVESTORS SERVICES, LLC	$3.9M	102,368	−22,804	TRIM
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.9M	101,939	−29,032	TRIM
205	USS Investment Management Ltd	$3.8M	100,332	0	NO CHANGE
206	Vanguard Personalized Indexing Management, LLC	$3.8M	99,993	−6,814	TRIM
207	BTG Pactual Asset Management US LLC	$3.8M	99,328	+99,328	NEW
208	MACKENZIE FINANCIAL CORP	$3.8M	98,366	+13,072	ADD
209	MERCER GLOBAL ADVISORS INC /ADV	$3.7M	97,940	−11,562	TRIM
210	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.7M	97,114	+2,015	ADD
211	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.7M	96,320	+1,377	ADD
212	Vinva Investment Management Ltd	$3.6M	95,652	+86,269	ADD
213	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.6M	93,088	−51,496	TRIM
214	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$3.5M	92,500	−14,843	TRIM
215	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.3M	86,404	−60,103	TRIM
216	Merit Financial Group, LLC	$3.3M	86,956	+19,164	ADD
217	iSAM Funds (UK) Ltd	$3.3M	85,213	−25,875	TRIM
218	Hennion & Walsh Asset Management, Inc.	$3.2M	84,804	−2,359	TRIM
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.2M	84,777	+100	ADD
220	Leelyn Smith, LLC	$3.2M	84,106	+2,602	ADD
221	M&T BANK CORP	$3.2M	83,834	−2,032	TRIM
222	Private Advisor Group, LLC	$3.2M	83,788	+1,544	ADD
223	DAVENPORT & Co LLC	$3.1M	80,823	+644	ADD
224	Arkfeld Wealth Strategies, L.L.C.	$3.1M	77,614	−439	TRIM
225	Quantbot Technologies LP	$3.0M	79,471	+79,471	NEW
226	CREDIT AGRICOLE S A	$3.0M	79,001	−174,830	TRIM
227	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.0M	78,667	−751	TRIM
228	Quadrant Private Wealth Management, LLC	$2.9M	75,725	−3,028	TRIM
229	INTECH INVESTMENT MANAGEMENT LLC	$2.8M	72,958	+43,300	ADD
230	Royal Palms Capital LLC	$2.8M	72,590	−747	TRIM
231	Argyle Capital Management, LLC	$2.7M	71,516	0	NO CHANGE
232	Plan Group Financial, LLC	$2.7M	70,410	+7,373	ADD
233	KCM INVESTMENT ADVISORS LLC	$2.7M	70,007	−609	TRIM
234	American Assets Investment Management, LLC	$2.7M	70,000	0	NO CHANGE
235	Pathstone Holdings, LLC	$2.6M	69,267	+15,124	ADD
236	FIRST NATIONAL TRUST CO	$2.6M	67,272	+3,806	ADD
237	Portfolio Design Labs, LLC	$2.5M	65,570	−3,982	TRIM
238	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.5M	65,284	+1,046	ADD
239	GATEWAY INVESTMENT ADVISERS LLC	$2.4M	62,360	+10,123	ADD
240	Rafferty Asset Management, LLC	$2.3M	59,870	−21,592	TRIM
241	FULTON BANK, N.A.	$2.3M	59,097	+356	ADD
242	Cerity Partners LLC	$2.2M	58,611	+14,574	ADD
243	Dynasty Wealth Management, LLC	$2.2M	57,819	−3,683	TRIM
244	NewEdge Advisors, LLC	$2.2M	57,521	+57,521	NEW
245	CHOREO, LLC	$2.1M	55,369	+13,725	ADD
246	Rockefeller Capital Management L.P.	$2.1M	55,437	+1,537	ADD
247	Ascent Group, LLC	$2.1M	54,842	−2,935	TRIM
248	DC Investments Management, LLC	$2.0M	53,464	0	NO CHANGE
249	Advisors Asset Management, Inc.	$2.0M	53,019	+4,810	ADD
250	Havemeyer Place LP	$2.0M	51,758	+51,758	NEW
251	StoneX Group Inc.	$2.0M	51,212	+43,600	ADD
252	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	51,381	+9,282	ADD
253	J.W. COLE ADVISORS, INC.	$1.9M	50,977	+236	ADD
254	MONARCH CAPITAL MANAGEMENT INC	$1.9M	49,611	−25	TRIM
255	Fisher Asset Management, LLC	$1.9M	49,783	+325	ADD
256	GREAT LAKES ADVISORS, LLC	$1.9M	49,022	−1,168	TRIM
257	Aptus Capital Advisors, LLC	$1.9M	49,008	+9,204	ADD
258	Eurizon Capital SGR S.p.A.	$1.8M	48,007	+16,954	ADD
259	ARBOR CAPITAL MANAGEMENT INC /ADV	$1.8M	46,104	−1,811	TRIM
260	ASSETMARK, INC	$1.8M	46,248	−613	TRIM
261	Royal Fund Management, LLC	$1.8M	46,089	+2,574	ADD
262	Vestmark Advisory Solutions, Inc.	$1.7M	45,210	−1,817	TRIM
263	MIZUHO SECURITIES USA LLC	$1.7M	44,720	−9,143	TRIM
264	NORDEA INVESTMENT MANAGEMENT AB	$1.7M	44,013	+49	ADD
265	EP Wealth Advisors, LLC	$1.6M	42,805	−600	TRIM
266	Focus Partners Wealth	$1.6M	42,402	+19,044	ADD
267	HARTFORD INVESTMENT MANAGEMENT CO	$1.6M	42,422	−813	TRIM
268	Kestra Advisory Services, LLC	$1.6M	41,968	−6,184	TRIM
269	VARCOV Co.	$1.6M	41,703	+33,005	ADD
270	JANE STREET GROUP, LLC	$1.6M	41,662	−7,217	TRIM
271	TRUSTMARK BANK TRUST DEPARTMENT	$1.6M	41,070	+5,614	ADD
272	Tower Research Capital LLC (TRC)	$1.6M	40,713	+1,112	ADD
273	Chancellor Financial Group WB LP	$1.5M	39,624	+151	ADD
274	MGO ONE SEVEN LLC	$1.5M	39,439	−3,987	TRIM
275	NewEdge Wealth, LLC	$1.5M	39,356	−1,194	TRIM
276	Quadrature Capital Ltd	$1.5M	39,220	+39,220	NEW
277	Fideuram Asset Management (Ireland) dac	$1.5M	41,191	+41,162	ADD
278	Ameritas Investment Partners, Inc.	$1.5M	38,313	−2	TRIM
279	CHELSEA COUNSEL CO	$1.5M	37,950	0	NO CHANGE
280	QRG CAPITAL MANAGEMENT, INC.	$1.5M	37,972	+482	ADD
281	Bleakley Financial Group, LLC	$1.4M	37,380	−1,088	TRIM
282	Maryland State Retirement & Pension System	$1.4M	37,185	+1,213	ADD
283	AMG National Trust Bank	$1.4M	37,105	−913	TRIM
284	Steward Partners Investment Advisory, LLC	$1.4M	36,425	+2,558	ADD
285	Vident Advisory, LLC	$1.4M	36,098	−1,372	TRIM
286	Raleigh Capital Management Inc.	$1.4M	36,045	+190	ADD
287	OPPENHEIMER & CO INC	$1.4M	35,621	+485	ADD
288	ALPS ADVISORS INC	$1.4M	35,359	−10,418	TRIM
289	Crossmark Global Holdings, Inc.	$1.3M	35,300	—	NO PRIOR
290	CWA Asset Management Group, LLC	$1.3M	35,285	+6,156	ADD
291	BENJAMIN EDWARDS INC	$1.3M	34,815	+13,027	ADD
292	Tower Wealth Partners, Inc.	$1.3M	34,783	−882	TRIM
293	ELEVATION POINT WEALTH PARTNERS, LLC	$1.3M	34,684	+21,287	ADD
294	Sequoia Financial Advisors, LLC	$1.3M	34,106	−1,230	TRIM
295	World Investment Advisors	$1.3M	33,968	−2,504	TRIM
296	Global Assets Advisory, LLC	$1.3M	49,371	+49,371	NEW
297	Snowden Capital Advisors LLC	$1.3M	33,376	+3,661	ADD
298	Norinchukin Bank, The	$1.3M	33,279	+66	ADD
299	Envestnet Portfolio Solutions, Inc.	$1.3M	33,244	−22,765	TRIM
300	Waverly Advisors, LLC	$1.3M	33,236	+1,726	ADD
301	F/m Investments LLC	$1.2M	32,330	−202,580	TRIM
302	Prospera Financial Services Inc	$1.2M	31,948	−1,295	TRIM
303	Callan Family Office, LLC	$1.2M	31,743	−891	TRIM
304	Northwest & Ethical Investments L.P.	$1.2M	31,032	0	NO CHANGE
305	Shum Financial Group, Inc.	$1.2M	31,008	−62	TRIM
306	MTM FINANCIAL GROUP, LLC	$1.2M	30,973	—	NO PRIOR
307	HB Wealth Management, LLC	$1.2M	30,832	+4,455	ADD
308	Federation des caisses Desjardins du Quebec	$1.2M	30,653	+8,913	ADD
309	Farringdon Capital, Ltd.	$1.2M	30,471	+30,471	NEW
310	MUFG Securities EMEA plc	$1.2M	30,351	0	NO CHANGE
311	WEALTH ALLIANCE, LLC	$1.1M	29,934	+177	ADD
312	Summit Trail Advisors, LLC	$1.1M	29,924	+3,387	ADD
313	AFFINITY INVESTMENT ADVISORS, LLC	$1.1M	29,568	+3,500	ADD
314	Empowered Funds, LLC	$1.1M	28,963	+10,868	ADD
315	HBK Sorce Advisory LLC	$1.1M	30,759	+562	ADD
316	Kingsview Wealth Management, LLC	$1.1M	28,823	+102	ADD
317	D.A. DAVIDSON & CO.	$1.1M	28,783	+5,335	ADD
318	Mutual Advisors, LLC	$1.1M	28,719	−3,050	TRIM
319	TD Waterhouse Canada Inc.	$1.1M	28,246	+16,922	ADD
320	Lighthouse Investment Partners, LLC	$1.1M	27,963	+11,287	ADD
321	Independent Advisor Alliance	$1.1M	27,685	+4,535	ADD
322	Sterling Investment Advisors, Ltd.	$1.0M	27,438	+27,438	NEW
323	TOUNJIAN ADVISORY PARTNERS, LLC	$1.0M	27,318	+126	ADD
324	Saudi Central Bank	$1.0M	27,305	+27,305	NEW
325	Allegheny Financial Group	$1.0M	27,284	+123	ADD
326	Wealthcare Advisory Partners LLC	$1.0M	27,251	+2,343	ADD
327	DANSKE BANK A/S	$1.0M	26,995	+3,400	ADD
328	Saba Capital Management, L.P.	$1.0M	26,881	+26,881	NEW
329	Alliance Wealth Advisors, LLC	$1.0M	26,699	+3,839	ADD
330	LIBERTY SQUARE WEALTH PARTNERS LLC	$1.0M	26,586	−2,609	TRIM
331	Xcel Wealth Management, LLC	$1.0M	26,356	−7,198	TRIM
332	CWM, LLC	$1.0M	26,212	+6,332	ADD
333	KESTRA PRIVATE WEALTH SERVICES, LLC	$995K	26,040	+26,040	NEW
334	Rodgers Brothers Inc.	$990K	25,906	−11	TRIM
335	Huber Capital Management LLC	$976K	25,555	−23,518	TRIM
336	Aspire Private Capital, LLC	$970K	25,383	−1,199	TRIM
337	Marks Group Wealth Management, Inc	$965K	25,249	−9,509	TRIM
338	Empirical Finance, LLC	$964K	25,248	−35	TRIM
339	PROFUND ADVISORS LLC	$964K	25,235	−11,484	TRIM
340	Sterling Capital Management LLC	$952K	24,925	−18,954	TRIM
341	INCEPTIONR LLC	$944K	24,724	−16,000	TRIM
342	EXCHANGE TRADED CONCEPTS, LLC	$941K	24,645	+71	ADD
343	Verdence Capital Advisors LLC	$940K	24,599	−14,725	TRIM
344	Quadcap Wealth Management, LLC	$919K	24,067	−872	TRIM
345	Zullo Investment Group, Inc.	$909K	23,786	−120	TRIM
346	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$904K	23,670	+35	ADD
347	Dai-ichi Life Insurance Company, Ltd	$898K	23,519	0	NO CHANGE
348	Wilmington Savings Fund Society, FSB	$897K	23,487	−627	TRIM
349	LMR Partners LLP	$889K	23,276	−165,000	TRIM
350	Machina Capital S.A.S.	$874K	22,867	+15,203	ADD
351	Hudock, Inc.	$872K	22,835	+395	ADD
352	PINNACLE ASSOCIATES LTD	$869K	22,747	+634	ADD
353	Savant Capital, LLC	$861K	22,531	−413	TRIM
354	Haverford Trust Co	$858K	22,469	+8,644	ADD
355	BLAIR WILLIAM & CO/IL	$855K	22,395	+7,185	ADD
356	Stonebridge Financial Group, LLC	$843K	22,071	+3,822	ADD
357	Concurrent Investment Advisors, LLC	$836K	21,890	+4,523	ADD
358	Brevan Howard Capital Management LP	$832K	21,785	−33,383	TRIM
359	North Dakota State Investment Board	$817K	21,392	−3,991	TRIM
360	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$814K	21,298	+68	ADD
361	Vise Technologies, Inc.	$810K	23,127	0	NO CHANGE
362	Brooklyn Investment Group	$807K	21,120	+6,330	ADD
363	Metis Global Partners, LLC	$800K	20,943	−2,555	TRIM
364	Enhancing Capital LLC	$798K	20,880	0	NO CHANGE
365	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$789K	20,662	+20,662	NEW
366	LFG Wealth Partners, LLC	$786K	20,577	+852	ADD
367	MUFG SECURITIES AMERICAS INC.	$782K	20,469	+540	ADD
368	AIGEN INVESTMENT MANAGEMENT, LP	$771K	20,182	+20,182	NEW
369	SECURIAN ASSET MANAGEMENT, INC	$765K	20,014	−100	TRIM
370	UNIVEST FINANCIAL Corp	$752K	19,683	−26	TRIM
371	FOURPATH CAPITAL MANAGEMENT, LLC	$751K	19,668	+6	ADD
372	S&T BANK/PA	$745K	19,509	−9,129	TRIM
373	Retirement Planning Group, LLC	$738K	19,319	−592	TRIM
374	FIDUCIARY FAMILY OFFICE, LLC	$733K	19,183	+2,382	ADD
375	GeoWealth Management, LLC	$726K	18,998	+507	ADD
376	Carnegie Investment Counsel	$715K	18,710	−169	TRIM
377	BRASADA CAPITAL MANAGEMENT, LP	$712K	18,396	−35,029	TRIM
378	Athena Wealth Management, LLC	$703K	18,396	—	NO PRIOR
379	WealthTrust Axiom LLC	$703K	18,391	+10,212	ADD
380	Confluence Wealth Services, Inc.	$702K	18,374	+42	ADD
381	BFSG, LLC	$689K	18,028	0	NO CHANGE
382	HOWE & RUSLING INC	$687K	17,975	0	NO CHANGE
383	Orion Porfolio Solutions, LLC	$684K	17,918	−6,061	TRIM
384	BNP Paribas Asset Management Holding S.A.	$679K	17,767	−8,421	TRIM
385	Canada Post Corp Registered Pension Plan	$658K	17,234	0	NO CHANGE
386	Elevated Capital Advisors, LLC	$655K	17,148	−2,632	TRIM
387	RKL Wealth Management LLC	$649K	16,999	−160	TRIM
388	Centiva Capital, LP	$647K	16,928	+16,893	ADD
389	VAUGHAN & Co SECURITIES, INC.	$641K	16,768	−472	TRIM
390	Summit Financial, LLC	$640K	16,643	−110	TRIM
391	Centennial Wealth Advisory LLC	$631K	16,514	+1,099	ADD
392	Cooper Financial Group	$624K	16,339	−308	TRIM
393	STEPHENS INC /AR/	$623K	16,318	−2,849	TRIM
394	BLB&B Advisors, LLC	$622K	16,278	−1,346	TRIM
395	AGF MANAGEMENT LTD	$621K	16,253	−10,061	TRIM
396	Moors & Cabot, Inc.	$618K	16,173	−400	TRIM
397	NOMURA HOLDINGS INC	$615K	16,090	+3,555	ADD
398	GREAT VALLEY ADVISOR GROUP, INC.	$613K	16,049	+15	ADD
399	MAI Capital Management	$610K	15,956	−5,942	TRIM
400	B. Metzler seel. Sohn & Co. AG	$607K	15,894	0	NO CHANGE
401	Beacon Pointe Advisors, LLC	$595K	15,574	+857	ADD
402	Gladstone Institutional Advisory LLC	$591K	15,482	+642	ADD
403	Heartland Bank & Trust Co	$584K	15,277	−13,173	TRIM
404	Advisory Alpha, LLC	$578K	15,125	+2,461	ADD
405	EntryPoint Capital, LLC	$576K	15,069	0	NO CHANGE
406	Meeder Advisory Services, Inc.	$575K	15,050	−488	TRIM
407	Northwest Bancshares, Inc.	$573K	14,993	0	NO CHANGE
408	Baltimore-Washington Financial Advisors, Inc.	$570K	14,929	0	NO CHANGE
409	OneDigital Investment Advisors LLC	$569K	14,900	+1,600	ADD
410	IFS Group,LLC	$569K	14,898	—	NO PRIOR
411	Baird Financial Group, Inc.	$566K	14,828	+14,828	NEW
412	Northeast Financial Group, Inc.	$566K	14,806	0	NO CHANGE
413	Sagewood Asset Management LP	$564K	14,756	+6,150	ADD
414	GREENLEAF TRUST	$562K	14,721	+394	ADD
415	MKT Advisors LLC	$560K	14,402	−2,988	TRIM
416	Forza Wealth Management, LLC	$558K	14,616	0	NO CHANGE
417	LEVEL FOUR ADVISORY SERVICES, LLC	$557K	14,581	+350	ADD
418	Ethic Inc.	$552K	14,454	+2,594	ADD
419	R Squared Ltd	$552K	14,439	−12,481	TRIM
420	GTS SECURITIES LLC	$549K	14,368	+7,321	ADD
421	NFSG Corp	$546K	14,300	−465	TRIM
422	Pure Financial Advisors, LLC	$544K	14,243	+193	ADD
423	Brookstone Capital Management	$542K	14,181	+491	ADD
424	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$538K	14,076	+110	ADD
425	Sound View Wealth Advisors Group, LLC	$538K	14,072	−1,037	TRIM
426	Stratos Wealth Partners, LTD.	$536K	14,029	−1,430	TRIM
427	Blue Trust, Inc.	$525K	13,754	+7,965	ADD
428	Chicago Partners Investment Group LLC	$525K	13,893	+3,172	ADD
429	LAUREL OAK WEALTH MANAGEMENT, LLC	$518K	13,569	+537	ADD
430	Outlook Wealth Advisors, LLC	$518K	13,569	−375	TRIM
431	PERSONAL CFO SOLUTIONS, LLC	$515K	13,395	+764	ADD
432	QUADRANT CAPITAL GROUP LLC	$515K	13,493	+423	ADD
433	Compton Financial Group, LLC	$512K	13,413	−188	TRIM
434	Ascentis Independent Advisors	$507K	13,263	+1,271	ADD
435	Geneos Wealth Management Inc.	$506K	13,257	−44	TRIM
436	Bill Few Associates, Inc.	$506K	13,234	+108	ADD
437	Apollon Wealth Management, LLC	$496K	12,982	+681	ADD
438	Frec Markets, Inc.	$496K	12,978	+12,978	NEW
439	Assenagon Asset Management S.A.	$495K	12,959	−145,344	TRIM
440	Arax Advisory Partners	$493K	12,986	+4,164	ADD
441	MYCIO WEALTH PARTNERS, LLC	$493K	12,916	0	NO CHANGE
442	WEST PACES ADVISORS INC.	$492K	12,891	+394	ADD
443	Stewardship Advisors, LLC	$492K	12,871	0	NO CHANGE
444	111 Capital	$491K	12,864	+12,864	NEW
445	Smartleaf Asset Management LLC	$482K	12,669	+41	ADD
446	Excelsior Advisor Network LLC	$478K	12,524	+12,524	NEW
447	Palacios Wealth Management, LLC	$477K	12,743	−3,595	TRIM
448	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$476K	12,465	+315	ADD
449	AVIVA PLC	$476K	12,461	0	NO CHANGE
450	SCHRODER INVESTMENT MANAGEMENT GROUP	$471K	12,382	+1,673	ADD
451	CHESAPEAKE ASSET MANAGEMENT LLC	$469K	12,274	−1,017	TRIM
452	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$468K	12,263	+3,051	ADD
453	Colonial River Investments, LLC	$468K	12,257	−1,582	TRIM
454	PLIMOTH TRUST CO LLC	$468K	12,240	+450	ADD
455	River Wealth Advisors LLC	$467K	12,237	−1,033	TRIM
456	SIH Partners, LLLP	$464K	12,159	+12,159	NEW
457	EVOLVE PRIVATE WEALTH, LLC	$461K	12,064	+3,465	ADD
458	PRINCIPAL SECURITIES, INC.	$461K	12,061	+709	ADD
459	Pinnacle Wealth Management Advisory Group, LLC	$459K	12,011	−469	TRIM
460	LAZARD ASSET MANAGEMENT LLC	$458K	11,991	+1,998	ADD
461	Ledyard National Bank	$447K	11,694	0	NO CHANGE
462	PRIVATE TRUST CO NA	$444K	11,629	+340	ADD
463	Cherokee Insurance Co	$439K	11,500	0	NO CHANGE
464	PUREfi Wealth, LLC	$436K	11,420	+53	ADD
465	Keudell/Morrison Wealth Management	$433K	11,332	+73	ADD
466	Sowell Financial Services LLC	$433K	11,330	+806	ADD
467	AIMZ Investment Advisors, LLC	$428K	11,200	−67	TRIM
468	Indivisible Partners	$426K	11,144	+11,144	NEW
469	KEYBANK NATIONAL ASSOCIATION/OH	$424K	11,108	+2,325	ADD
470	Compound Planning, Inc.	$424K	11,102	+437	ADD
471	FOX RUN MANAGEMENT, L.L.C.	$423K	11,127	+11,127	NEW
472	TEACHER RETIREMENT SYSTEM OF TEXAS	$422K	11,037	−13,425	TRIM
473	GC Wealth Management RIA, LLC	$418K	10,953	−2,047	TRIM
474	SAGESPRING WEALTH PARTNERS, LLC	$412K	10,783	−186	TRIM
475	Empire Financial Management Company, LLC	$410K	10,734	0	NO CHANGE
476	COLDSTREAM CAPITAL MANAGEMENT INC	$405K	10,598	+2,370	ADD
477	Laird Norton Wetherby Trust Company, LLC	$402K	10,448	+21	ADD
478	Advyzon Investment Management, LLC	$400K	10,471	+10,471	NEW
479	CRA Financial Services, LLC	$400K	10,464	+71	ADD
480	Yoffe Investment Management, LLC	$386K	10,100	0	NO CHANGE
481	UMB Bank, n.a.	$376K	9,852	+10	ADD
482	Frank, Rimerman Advisors LLC	$374K	9,794	+66	ADD
483	Code Waechter LLC	$366K	9,590	−520	TRIM
484	INTRUST BANK NA	$364K	9,535	+54	ADD
485	Vontobel Holding Ltd.	$364K	9,523	0	NO CHANGE
486	Odyssean, LLC	$358K	9,376	+9,376	NEW
487	CITIZENS FINANCIAL GROUP INC/RI	$354K	9,187	+1,002	ADD
488	Marathon Strategic Advisors, LLC	$352K	9,204	0	NO CHANGE
489	SIGNATUREFD, LLC	$349K	9,147	+1,279	ADD
490	LifeGuide Financial Advisors, LLC	$349K	9,135	0	NO CHANGE
491	Invariant Investment Management	$348K	8,749	+58	ADD
492	Wealth Management Associates, Inc.	$347K	9,095	+4	ADD
493	ENTRUST FINANCIAL LLC	$347K	9,071	0	NO CHANGE
494	Accurate Wealth Management, LLC	$346K	8,727	+8,727	NEW
495	NORDEN GROUP LLC	$346K	9,050	−181	TRIM
496	Twelve Points Wealth Management LLC	$344K	8,993	−245	TRIM
497	WealthShield Partners, LLC	$341K	8,929	+2	ADD
498	Thrive Wealth Management, LLC	$335K	8,779	+14	ADD
499	Englebert Financial Advisers, LLC	$335K	8,767	−177	TRIM
500	Hilltop National Bank	$334K	8,750	0	NO CHANGE

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

Congress ↔ notable managers · PPL

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Gotham Asset Management, Bridgewater Associates, Soros Fund Management, Caxton Associates $42.3M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on PPL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+46,175 sh
2026-05-15	Bridgewater Associates 13F	ADD	+370,735 sh
2026-05-15	Soros Fund Management 13F	NEW	+117,200 sh
2026-05-14	Caxton Associates 13F	NEW	+7,083 sh

4 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

13 members of Congress disclosed PPL — 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).