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 ↗

QUANTA SERVICES INC · COM · quarter ended 2026-03-31 · 14 members disclosed PWR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,454 holders are listed, largest first: 1,454
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $65.6B
holders whose share count rose or who opened the position (new + add), by shares: 716
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 130

Holders — quarter ended 2026-03-31

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

13F holders of PWR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$7.7B	14,050,547	+1,063,255	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.3B	9,705,746	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.8B	6,871,038	—	NO PRIOR
4	STATE STREET CORP	$3.5B	6,284,914	+78,153	ADD
5	JPMORGAN CHASE & CO	$3.2B	6,072,818	+111,001	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$2.3B	4,191,147	+104,603	ADD
7	FMR LLC	$2.3B	4,131,615	−752,556	TRIM
8	BANK OF AMERICA CORP /DE/	$1.9B	3,444,711	+175,184	ADD
9	Capital International Investors	$1.2B	2,252,570	+2,252,570	NEW
10	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2B	2,204,212	+147,437	ADD
11	MORGAN STANLEY	$1.2B	2,146,470	+141,267	ADD
12	Capital World Investors	$1.1B	2,070,989	−3,731,933	TRIM
13	UBS Group AG	$1.0B	1,872,163	−462,365	TRIM
14	Nuveen, LLC	$1.0B	1,872,045	+483,682	ADD
15	Invesco Ltd.	$912M	1,662,003	−110,911	TRIM
16	NORTHERN TRUST CORP	$855M	1,556,999	+4,270	ADD
17	VICTORY CAPITAL MANAGEMENT INC	$712M	1,296,298	−1,619,142	TRIM
18	ROYAL BANK OF CANADA	$694M	1,264,827	+83,363	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$689M	1,255,497	+48,288	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$631M	1,149,784	+27,667	ADD
21	FIRST TRUST ADVISORS LP	$551M	1,003,917	+155,529	ADD
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$526M	958,099	−3,609	TRIM
23	Bank of New York Mellon Corp	$504M	917,368	−1,293	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$470M	855,572	—	NO PRIOR
25	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$467M	850,063	−14,573	TRIM
26	Legal & General Group Plc	$441M	803,126	−57,686	TRIM
27	FEDERATED HERMES, INC.	$403M	734,461	+68,295	ADD
28	DEUTSCHE BANK AG\	$398M	724,411	−30,879	TRIM
29	RAYMOND JAMES FINANCIAL INC	$396M	728,738	−13,767	TRIM
30	Winslow Capital Management, LLC	$384M	700,000	+26,407	ADD
31	FRANKLIN RESOURCES INC	$367M	669,247	+77,321	ADD
32	SANDS CAPITAL MANAGEMENT, LLC	$344M	626,348	+49,452	ADD
33	Swedbank AB	$335M	609,776	−83,714	TRIM
34	Amundi	$319M	580,718	+54,237	ADD
35	CIBC Bancorp USA Inc.	$287M	522,614	—	NO PRIOR
36	DIMENSIONAL FUND ADVISORS LP	$282M	514,382	−138,697	TRIM
37	Pictet Asset Management Holding SA	$281M	512,567	−86,964	TRIM
38	TRUIST FINANCIAL CORP	$270M	492,355	+7,345	ADD
39	STOREBRAND ASSET MANAGEMENT AS	$247M	449,298	—	NO PRIOR
40	Swiss National Bank	$240M	437,595	+29,280	ADD
41	WELLS FARGO & COMPANY/MN	$238M	432,730	+51,459	ADD
42	Employees Provident Fund Board	$237M	432,138	+358,138	ADD
43	AMERICAN CENTURY COMPANIES INC	$235M	428,864	+289,986	ADD
44	ALKEON CAPITAL MANAGEMENT LLC	$220M	400,983	−100,000	TRIM
45	AMERIPRISE FINANCIAL INC	$215M	391,379	−3,090	TRIM
46	HSBC HOLDINGS PLC	$213M	389,044	−398,664	TRIM
47	NORDEA INVESTMENT MANAGEMENT AB	$207M	388,119	−147,749	TRIM
48	GILDER GAGNON HOWE & CO LLC	$205M	373,698	+331	ADD
49	Tidal Investments LLC	$200M	363,842	−57,672	TRIM
50	Allspring Global Investments Holdings, LLC	$200M	356,418	−66,824	TRIM
51	FIL Ltd	$196M	356,355	−47,514	TRIM
52	Sumitomo Mitsui Trust Group, Inc.	$193M	351,618	−15,244	TRIM
53	STIFEL FINANCIAL CORP	$192M	350,167	−8,467	TRIM
54	ABN AMRO Bank N.V.	$187M	337,059	−85,427	TRIM
55	Mitsubishi UFJ Asset Management Co., Ltd.	$186M	337,927	+25,673	ADD
56	WESTFIELD CAPITAL MANAGEMENT CO LP	$182M	331,816	+58,288	ADD
57	AGF MANAGEMENT LTD	$180M	328,156	+108,539	ADD
58	Vanguard Global Advisers, LLC	$179M	326,762	—	NO PRIOR
59	BAMCO INC /NY/	$179M	325,840	−2,170	TRIM
60	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$179M	325,457	+325,457	NEW
61	Robeco Schweiz AG	$178M	323,329	+3,268	ADD
62	BARCLAYS PLC	$169M	307,635	−22,392	TRIM
63	RHUMBLINE ADVISERS	$167M	303,766	−23,669	TRIM
64	Zurcher Kantonalbank (Zurich Cantonalbank)	$164M	299,256	+5,937	ADD
65	BANK OF MONTREAL /CAN/	$160M	291,608	−7,880	TRIM
66	National Pension Service	$157M	286,057	+286,057	NEW
67	LPL Financial LLC	$157M	285,423	+9,550	ADD
68	CITIGROUP INC	$156M	284,931	+44,401	ADD
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$151M	274,625	−2,209	TRIM
70	Select Equity Group, L.P.	$145M	263,823	−40,532	TRIM
71	GREAT LAKES ADVISORS, LLC	$143M	260,955	+3,799	ADD
72	Connor, Clark & Lunn Investment Management Ltd.	$141M	257,230	+38,206	ADD
73	SEI INVESTMENTS CO	$138M	251,290	−40,897	TRIM
74	IEQ CAPITAL, LLC	$133M	242,282	+327	ADD
75	VANGUARD ASSET MANAGEMENT, Ltd	$131M	238,348	—	NO PRIOR
76	ALLIANCEBERNSTEIN L.P.	$127M	301,894	+55,250	ADD
77	Gladstone Capital Management LLP	$125M	228,277	+47,296	ADD
78	BLAIR WILLIAM & CO/IL	$124M	225,850	+145,549	ADD
79	NATIONAL BANK OF CANADA /FI/	$123M	223,675	+28,959	ADD
80	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$122M	221,485	+215,591	ADD
81	Sarasin & Partners LLP	$111M	202,747	+183,643	ADD
82	ENVESTNET ASSET MANAGEMENT INC	$110M	201,209	+30,500	ADD
83	1832 Asset Management L.P.	$104M	189,653	+189,653	NEW
84	Cerity Partners LLC	$100M	182,483	−7,660	TRIM
85	PRINCIPAL FINANCIAL GROUP INC	$94.9M	172,935	+3,854	ADD
86	CONGRESS ASSET MANAGEMENT CO	$93.4M	170,192	−7,492	TRIM
87	Korea Investment CORP	$90.5M	164,888	+23,448	ADD
88	DANSKE BANK A/S	$88.6M	161,379	−1,994	TRIM
89	DAVENPORT & Co LLC	$79.4M	145,740	−86,090	TRIM
90	AMI ASSET MANAGEMENT CORP	$78.2M	142,443	−56,691	TRIM
91	PFA Pension, Forsikringsaktieselskab	$78.0M	142,075	+142,075	NEW
92	Aberdeen Group plc	$77.6M	141,314	+5,966	ADD
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$75.5M	138,010	−6,387	TRIM
94	Vontobel Holding Ltd.	$73.2M	133,356	−20,074	TRIM
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.0M	132,877	−2,718	TRIM
96	HighTower Advisors, LLC	$71.8M	130,761	−34,576	TRIM
97	Stack Financial Management, Inc	$71.2M	129,665	+73	ADD
98	Sequoia Financial Advisors, LLC	$70.7M	128,844	−1,592	TRIM
99	AVIVA PLC	$70.5M	128,453	+3,731	ADD
100	JENNISON ASSOCIATES LLC	$69.6M	126,700	−1,060	TRIM
101	ADAGE CAPITAL PARTNERS GP, L.L.C.	$69.5M	126,591	+21,067	ADD
102	Energy Income Partners, LLC	$69.3M	126,193	−92,366	TRIM
103	Cannell & Spears LLC	$67.1M	122,280	−1,432	TRIM
104	REGIONS FINANCIAL CORP	$66.9M	121,815	−13,857	TRIM
105	ADELL HARRIMAN & CARPENTER INC	$65.3M	118,866	−3,237	TRIM
106	AQR CAPITAL MANAGEMENT LLC	$64.1M	117,940	+7,287	ADD
107	Union Bancaire Privee, UBP SA	$63.1M	116,819	+12,843	ADD
108	Mirae Asset Global Investments Co., Ltd.	$61.0M	111,175	+60,573	ADD
109	Rockefeller Capital Management L.P.	$59.6M	108,647	+11,405	ADD
110	Calamos Advisors LLC	$59.6M	108,501	+5,389	ADD
111	CHILTON CAPITAL MANAGEMENT LLC	$58.3M	106,229	−58,437	TRIM
112	WELLINGTON MANAGEMENT GROUP LLP	$58.3M	106,211	−232,560	TRIM
113	BNP Paribas Asset Management Holding S.A.	$57.8M	105,336	−20,540	TRIM
114	SCHRODER INVESTMENT MANAGEMENT GROUP	$56.8M	103,543	+11,541	ADD
115	OP Asset Management Ltd	$56.4M	102,779	—	NO PRIOR
116	OPPENHEIMER & CO INC	$56.3M	102,510	+102,510	NEW
117	NISSAY ASSET MANAGEMENT CORP /JAPAN	$55.7M	101,385	−25,813	TRIM
118	VOYA INVESTMENT MANAGEMENT LLC	$55.7M	101,376	−5,072	TRIM
119	TD ASSET MANAGEMENT INC	$55.3M	100,636	−1,260	TRIM
120	DRIEHAUS CAPITAL MANAGEMENT LLC	$55.2M	100,573	−565	TRIM
121	FOSTER DYKEMA CABOT & PARTNERS, LLC	$55.1M	100,312	−1,581	TRIM
122	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$55.0M	100,176	−2,732	TRIM
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$53.7M	97,759	−9,811	TRIM
124	CIBC WORLD MARKET INC.	$53.6M	97,717	+32,389	ADD
125	KLP KAPITALFORVALTNING AS	$53.5M	97,420	+1,320	ADD
126	NZS Capital, LLC	$53.5M	97,407	−5,851	TRIM
127	Visionary Wealth Advisors	$53.1M	96,682	−5,037	TRIM
128	BRADLEY FOSTER & SARGENT INC/CT	$53.0M	96,462	−4,754	TRIM
129	NOMURA ASSET MANAGEMENT CO LTD	$51.8M	94,422	−39,608	TRIM
130	Groupe la Francaise	$51.0M	92,919	+20,280	ADD
131	Alyeska Investment Group, L.P.	$50.5M	91,973	+91,973	NEW
132	NewEdge Advisors, LLC	$50.5M	229,636	+229,636	NEW
133	Baird Financial Group, Inc.	$49.5M	90,227	+90,227	NEW
134	Munro Partners	$49.4M	90,002	+13,680	ADD
135	STATE OF WISCONSIN INVESTMENT BOARD	$49.4M	89,988	+2,641	ADD
136	EVENTIDE ASSET MANAGEMENT, LLC	$49.0M	89,386	+454	ADD
137	DigitalBridge Group, Inc.	$48.7M	88,784	+7,010	ADD
138	CITADEL ADVISORS LLC	$48.6M	88,607	+39,340	ADD
139	Asset Management One Co., Ltd.	$47.0M	85,580	−2,437	TRIM
140	COMMONWEALTH EQUITY SERVICES, LLC	$45.4M	82,727	+3,762	ADD
141	Allworth Financial LP	$43.8M	79,690	+68,801	ADD
142	DJE Kapital AG	$43.7M	81,140	+8,513	ADD
143	PRUDENTIAL FINANCIAL INC	$43.7M	79,655	−21,776	TRIM
144	NEW YORK STATE COMMON RETIREMENT FUND	$43.5M	79,224	+1,900	ADD
145	ROYAL LONDON ASSET MANAGEMENT LTD	$43.1M	78,514	−122	TRIM
146	Chicago Capital, LLC	$41.1M	74,840	−4,307	TRIM
147	APG Asset Management N.V.	$40.8M	85,716	−498	TRIM
148	Cetera Investment Advisers	$40.7M	74,134	+4,087	ADD
149	BRAUN STACEY ASSOCIATES INC	$40.6M	73,952	−2,987	TRIM
150	Chevy Chase Trust Holdings, LLC	$40.6M	73,930	−2,309	TRIM
151	Ensign Peak Advisors, Inc	$39.8M	72,473	+10,291	ADD
152	GUYASUTA INVESTMENT ADVISORS INC	$39.3M	71,605	−1,041	TRIM
153	ARS Investment Partners, LLC	$38.2M	69,596	+12,506	ADD
154	Vanguard Investments Australia, Ltd.	$38.1M	69,411	—	NO PRIOR
155	CITIZENS FINANCIAL GROUP INC/RI	$37.9M	68,964	−5,685	TRIM
156	Pinnacle Financial Partners, Inc.	$37.7M	68,750	+576	ADD
157	Blue Chip Partners, LLC	$37.6M	68,455	−241	TRIM
158	Quantinno Capital Management LP	$36.8M	67,090	+10,360	ADD
159	Valiant Capital Management, L.P.	$35.9M	65,461	−4,920	TRIM
160	TruWealth Advisors, LLC	$34.9M	63,513	−276	TRIM
161	M.D. Sass, LLC	$34.8M	63,442	−28,221	TRIM
162	Lido Advisors, LLC	$34.6M	63,059	−21,158	TRIM
163	Aptus Capital Advisors, LLC	$34.6M	62,985	+2,342	ADD
164	Mitsubishi UFJ Trust & Banking Corp	$34.3M	62,511	+640	ADD
165	COMMERCE BANK	$34.3M	62,400	+53,427	ADD
166	Daiwa Securities Group Inc.	$34.1M	62,166	−5,923	TRIM
167	TD Waterhouse Canada Inc.	$34.1M	60,809	−1,924	TRIM
168	OSAIC HOLDINGS, INC.	$33.7M	61,337	+1,829	ADD
169	Avalon Trust Co	$33.3M	60,570	−33,094	TRIM
170	Encompass Capital Advisors LLC	$32.9M	60,000	+60,000	NEW
171	Bornite Capital Management LP	$32.9M	60,000	−95,500	TRIM
172	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$32.6M	59,459	+57,671	ADD
173	South Street Advisors LLC	$32.6M	59,315	−1,031	TRIM
174	DnB Asset Management AS	$32.5M	59,114	+4,853	ADD
175	Candriam S.C.A.	$32.4M	59,037	−5,184	TRIM
176	Tredje AP-fonden	$31.3M	57,050	+43,329	ADD
177	FRONTIER CAPITAL MANAGEMENT CO LLC	$31.2M	56,897	−4,881	TRIM
178	CREDIT AGRICOLE S A	$31.1M	56,666	−43,865	TRIM
179	BROWN ADVISORY INC	$31.0M	56,404	+69	ADD
180	DAYMARK WEALTH PARTNERS, LLC	$30.8M	56,024	−934	TRIM
181	UniSuper Management Pty Ltd	$30.7M	55,973	+1,906	ADD
182	SEGALL BRYANT & HAMILL, LLC	$30.0M	54,554	−1,061	TRIM
183	RPG Investment Advisory, LLC	$29.7M	54,066	−7,770	TRIM
184	Robeco Institutional Asset Management B.V.	$29.6M	53,896	−24,559	TRIM
185	Sumitomo Mitsui DS Asset Management Company, Ltd	$29.1M	53,031	−322	TRIM
186	PICTON MAHONEY ASSET MANAGEMENT	$29.0M	52,789	+4,735	ADD
187	State of New Jersey Common Pension Fund D	$27.8M	50,703	+946	ADD
188	Gradient Investments LLC	$27.7M	50,386	−6,773	TRIM
189	Creative Planning	$27.5M	50,115	+6,988	ADD
190	PEAK6 LLC	$27.4M	49,886	−6,350	TRIM
191	London & Capital Asset Management Ltd	$26.9M	48,950	−11,964	TRIM
192	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$26.6M	48,388	−5,890	TRIM
193	Lansforsakringar Fondforvaltning AB (publ)	$26.3M	47,908	+1,413	ADD
194	Mediolanum International Funds Ltd	$26.2M	49,053	+2,720	ADD
195	CloudAlpha Capital Management Limited/Hong Kong	$26.1M	47,600	+47,600	NEW
196	ABN AMRO INVESTMENT SOLUTIONS	$26.0M	47,353	−3,106	TRIM
197	Resona Asset Management Co.,Ltd.	$25.8M	47,195	+434	ADD
198	NAVELLIER & ASSOCIATES INC	$25.5M	46,366	+383	ADD
199	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$25.5M	46,357	+7,495	ADD
200	PARNASSUS INVESTMENTS, LLC	$25.2M	45,913	−1,400	TRIM
201	Advisors Asset Management, Inc.	$24.6M	44,835	−2,277	TRIM
202	D.A. DAVIDSON & CO.	$24.4M	44,473	−3,407	TRIM
203	PARK NATIONAL CORP /OH/	$24.3M	44,337	+1,878	ADD
204	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$24.3M	44,301	−1,365	TRIM
205	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$24.2M	68,113	−3,048	TRIM
206	TORONTO DOMINION BANK	$24.1M	43,909	−5,872	TRIM
207	Badgley Phelps Wealth Managers, LLC	$24.1M	43,877	+1	ADD
208	Bank Julius Baer & Co. Ltd, Zurich	$23.8M	43,839	+23,367	ADD
209	Visualize Group LP	$23.1M	42,116	+596	ADD
210	Stratos Wealth Partners, LTD.	$22.6M	41,238	+5,530	ADD
211	Gotham Asset Management, LLC	$22.4M	40,751	+15,197	ADD
212	Czech National Bank	$22.3M	40,611	+1,292	ADD
213	Arizona State Retirement System	$22.3M	40,528	−398	TRIM
214	Ceredex Value Advisors LLC	$22.1M	40,250	−7,767	TRIM
215	Applied Finance Capital Management, LLC	$22.1M	40,190	−3,961	TRIM
216	MetLife Investment Management, LLC	$21.9M	39,964	−1,255	TRIM
217	TEMA ETFS LLC	$21.8M	39,624	+6,904	ADD
218	Dakota Wealth Management	$21.6M	39,290	−3,752	TRIM
219	STATE OF MICHIGAN RETIREMENT SYSTEM	$21.4M	38,948	−100	TRIM
220	Wharton Business Group, LLC	$21.3M	38,785	−105	TRIM
221	FIFTH THIRD BANCORP	$21.1M	38,355	+31,969	ADD
222	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$20.9M	38,000	−1,000	TRIM
223	XPONANCE LLC	$20.7M	37,665	+3,389	ADD
224	NATIXIS	$20.6M	37,535	+18,253	ADD
225	LMCG INVESTMENTS, LLC	$20.5M	37,383	−3,819	TRIM
226	TRILLIUM ASSET MANAGEMENT, LLC	$20.5M	70,660	+32,655	ADD
227	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.3M	37,000	+10,880	ADD
228	Defiance ETFs, LLC	$20.3M	36,924	+36,924	NEW
229	Eurizon Capital SGR S.p.A.	$20.0M	36,564	−8,505	TRIM
230	Tamar Securities, LLC	$19.8M	36,140	+718	ADD
231	Penobscot Investment Management Company, Inc.	$19.6M	35,615	+99	ADD
232	CIBC Asset Management Inc	$19.5M	35,580	+524	ADD
233	Pathstone Holdings, LLC	$19.4M	35,369	+5,951	ADD
234	Allianz Asset Management GmbH	$19.3M	35,182	−48,603	TRIM
235	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$19.2M	34,940	−14,853	TRIM
236	FLYWHEEL PRIVATE WEALTH LLC	$19.2M	34,914	−6,000	TRIM
237	CI INVESTMENTS INC.	$19.2M	34,902	+2,532	ADD
238	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$19.1M	34,735	+50	ADD
239	Susquehanna Portfolio Strategies, LLC	$19.0M	34,529	0	NO CHANGE
240	US BANCORP \DE\	$18.5M	33,645	+2,307	ADD
241	NISA INVESTMENT ADVISORS, LLC	$18.4M	33,454	−967	TRIM
242	Moran Wealth Management, LLC	$18.3M	33,379	−10,306	TRIM
243	Cercano Management LLC	$17.9M	32,665	−397	TRIM
244	CONNORS INVESTOR SERVICES INC	$17.8M	32,341	−15,145	TRIM
245	GLENMEDE TRUST CO NA	$17.7M	32,183	−2,434	TRIM
246	Varma Mutual Pension Insurance Co	$17.5M	31,920	+800	ADD
247	SEB Asset Management AB	$17.5M	31,837	—	NO PRIOR
248	BOOTHBAY FUND MANAGEMENT, LLC	$17.5M	31,818	+3,996	ADD
249	HUB Investment Partners, LLC	$17.4M	31,723	+1,602	ADD
250	Swiss Life Asset Management Ltd	$17.4M	31,683	+4,237	ADD
251	Retirement Systems of Alabama	$17.4M	31,666	−56	TRIM
252	MML INVESTORS SERVICES, LLC	$17.0M	30,943	−4,881	TRIM
253	Steward Partners Investment Advisory, LLC	$16.7M	30,417	+11,999	ADD
254	Ethic Inc.	$16.4M	29,925	−23	TRIM
255	Brookstone Capital Management	$16.3M	29,694	−6,092	TRIM
256	IFM Investors Pty Ltd	$16.3M	29,646	+922	ADD
257	Sather Financial Group Inc	$16.2M	29,497	+28,501	ADD
258	Choate Investment Advisors	$16.2M	29,467	+505	ADD
259	Virtus Wealth Solutions LLC	$16.1M	29,382	+29,382	NEW
260	Woodline Partners LP	$16.0M	29,207	+3,767	ADD
261	INTRUST BANK NA	$15.8M	28,823	+453	ADD
262	PRINCETON CAPITAL MANAGEMENT LLC	$15.8M	28,792	+388	ADD
263	PALISADE CAPITAL MANAGEMENT, LP	$15.8M	28,769	−1,202	TRIM
264	Mengis Capital Management, Inc.	$15.5M	28,210	−530	TRIM
265	Citizens Business Bank	$15.4M	28,026	−281	TRIM
266	KADENSA CAPITAL Ltd	$15.3M	27,928	−50,973	TRIM
267	MCRAE CAPITAL MANAGEMENT INC	$15.3M	27,904	−10,770	TRIM
268	BOURNE LENT ASSET MANAGEMENT INC	$15.3M	27,800	0	NO CHANGE
269	B. Metzler seel. Sohn & Co. AG	$15.3M	27,788	+1,500	ADD
270	EFG International AG	$15.3M	27,779	−6,937	TRIM
271	Silvant Capital Management LLC	$15.2M	27,744	−3,342	TRIM
272	Mariner, LLC	$15.1M	27,594	−10,696	TRIM
273	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.9M	27,078	+5,858	ADD
274	Settian Capital LP	$14.8M	27,000	0	NO CHANGE
275	ING GROEP NV	$14.8M	26,932	−11,585	TRIM
276	BANK OF NOVA SCOTIA	$14.7M	26,853	+3,741	ADD
277	Teamwork Financial Advisors, LLC	$14.6M	26,660	−10,893	TRIM
278	Strong Tower Advisory Services	$14.4M	26,287	−150	TRIM
279	SCOTIA CAPITAL INC.	$14.4M	26,261	−3,331	TRIM
280	Reliant Investment Management, LLC	$14.4M	26,227	+64	ADD
281	ALBION FINANCIAL GROUP /UT	$14.4M	26,145	−15,517	TRIM
282	SCOPUS ASSET MANAGEMENT, L.P.	$14.3M	26,112	−7,704	TRIM
283	Wealthfront Advisers LLC	$14.3M	26,100	+1,559	ADD
284	Vanguard Personalized Indexing Management, LLC	$14.2M	25,906	+1,421	ADD
285	Forvis Mazars Wealth Advisors, LLC	$14.2M	25,781	−1,566	TRIM
286	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$14.0M	25,574	−910	TRIM
287	Zurich Insurance Group Ltd/FI	$14.0M	25,499	−55,545	TRIM
288	MERCER GLOBAL ADVISORS INC /ADV	$14.0M	25,418	−2,551	TRIM
289	NorthCrest Asset Manangement, LLC	$14.0M	24,890	−10,408	TRIM
290	Covenant Asset Management, LLC	$13.9M	25,383	+229	ADD
291	PATTON ALBERTSON MILLER GROUP, LLC	$13.8M	25,046	−1,542	TRIM
292	Kestra Advisory Services, LLC	$13.7M	24,969	−1,315	TRIM
293	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$13.7M	24,919	−30,315	TRIM
294	USS Investment Management Ltd	$13.5M	24,529	0	NO CHANGE
295	Spire Wealth Management	$13.4M	24,457	+2,536	ADD
296	BALDWIN WEALTH PARTNERS LLC/MA	$13.3M	24,298	+672	ADD
297	Signal Advisors Wealth, LLC	$13.3M	24,266	−1,777	TRIM
298	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.2M	24,021	+4,629	ADD
299	Parallax Volatility Advisers, L.P.	$13.2M	21,736	+17,394	ADD
300	LAFFER TENGLER INVESTMENTS, INC.	$13.1M	23,946	+324	ADD
301	Utah Retirement Systems	$13.1M	23,939	−397	TRIM
302	Empowered Funds, LLC	$13.1M	23,918	+23,918	NEW
303	Corient Private Wealth LLC	$12.8M	25,272	−1,126,378	TRIM
304	OAK RIDGE INVESTMENTS LLC	$12.7M	23,187	+152	ADD
305	Aventail Capital Group, LP	$12.7M	23,154	−5,770	TRIM
306	CARDEROCK CAPITAL MANAGEMENT INC	$12.6M	22,869	−1,045	TRIM
307	HB Wealth Management, LLC	$12.3M	22,395	+522	ADD
308	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.2M	22,267	+607	ADD
309	Jain Global LLC	$12.1M	22,041	−41,884	TRIM
310	NIXON PEABODY TRUST CO	$12.1M	22,033	+3,702	ADD
311	PINNACLE ASSOCIATES LTD	$12.1M	21,982	−134	TRIM
312	ProShare Advisors LLC	$11.9M	21,626	−5,773	TRIM
313	HIGHLAND CAPITAL MANAGEMENT, LLC	$11.8M	21,407	+843	ADD
314	Danica Pension, Livsforsikringsaktieselskab	$11.7M	21,313	−12,448	TRIM
315	NEOS Investment Management LLC	$11.6M	21,208	−25,400	TRIM
316	Raab & Moskowitz Asset Management LLC	$11.6M	21,075	−1,122	TRIM
317	TOCQUEVILLE ASSET MANAGEMENT L.P.	$11.4M	20,697	−1,130	TRIM
318	MACKENZIE FINANCIAL CORP	$11.3M	20,624	+4,554	ADD
319	B & T Capital Management DBA Alpha Capital Management	$11.3M	20,608	−4,992	TRIM
320	GC Wealth Management RIA, LLC	$11.0M	20,062	+766	ADD
321	CANADA PENSION PLAN INVESTMENT BOARD	$10.6M	19,365	−47,257	TRIM
322	SFE Investment Counsel	$10.5M	19,184	+1,811	ADD
323	SIERRA SUMMIT ADVISORS LLC	$10.5M	19,170	−8,817	TRIM
324	Hennion & Walsh Asset Management, Inc.	$10.5M	19,132	−1,794	TRIM
325	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.5M	19,045	−903	TRIM
326	McKinley Carter Wealth Services, Inc.	$10.4M	19,002	−545	TRIM
327	Man Group plc	$10.3M	18,703	−4,947	TRIM
328	D. E. Shaw & Co., Inc.	$10.2M	18,577	+18,097	ADD
329	STEPHENS INC /AR/	$10.1M	18,353	+1,203	ADD
330	Waratah Capital Advisors Ltd.	$10.1M	18,349	−6,497	TRIM
331	Atlantic Union Bankshares Corp	$9.7M	17,724	+407	ADD
332	DSG Capital Advisors, LLC	$9.7M	17,682	−180	TRIM
333	MONARCH CAPITAL MANAGEMENT INC	$9.6M	17,418	−1,093	TRIM
334	Glenview Trust Co	$9.5M	17,375	+915	ADD
335	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.4M	17,128	+100	ADD
336	Peregrine Asset Advisers, Inc.	$9.4M	17,073	−190	TRIM
337	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.4M	17,051	−15,303	TRIM
338	Dana Investment Advisors, Inc.	$9.3M	17,005	−1,822	TRIM
339	BOURGEON CAPITAL MANAGEMENT LLC	$9.2M	16,780	−19	TRIM
340	ASR Vermogensbeheer N.V.	$9.2M	16,762	+301	ADD
341	Janus Henderson Group Ltd.	$9.1M	16,609	−500	TRIM
342	11 Capital Partners LP	$9.1M	16,568	−35,985	TRIM
343	Lombard Odier Asset Management (Europe) Ltd	$9.1M	16,559	+620	ADD
344	BLB&B Advisors, LLC	$9.1M	16,557	+2,068	ADD
345	PEDDOCK CAPITAL ADVISORS, LLC	$9.1M	16,488	−406	TRIM
346	YOUSIF CAPITAL MANAGEMENT, LLC	$9.0M	16,334	−663	TRIM
347	Broadleaf Partners, LLC	$9.0M	16,333	−627	TRIM
348	Summit Financial, LLC	$9.0M	16,307	+15,120	ADD
349	CWM, LLC	$8.9M	16,221	−10,881	TRIM
350	MILLENNIUM MANAGEMENT LLC	$8.9M	16,188	−9,383	TRIM
351	FLPUTNAM INVESTMENT MANAGEMENT CO	$8.9M	16,169	+12,255	ADD
352	Prospera Financial Services Inc	$8.8M	15,982	−1,107	TRIM
353	Howard Capital Management, LLC	$8.8M	15,979	−1,014	TRIM
354	GARRISON BRADFORD & ASSOCIATES INC	$8.7M	15,819	−2,475	TRIM
355	Providence Capital Advisors, LLC	$8.7M	15,766	+152	ADD
356	Brevan Howard Capital Management LP	$8.6M	15,677	+11,975	ADD
357	CHELSEA COUNSEL CO	$8.5M	15,563	−2,270	TRIM
358	Zweig-DiMenna Associates LLC	$8.5M	15,550	−83,450	TRIM
359	FIRST BUSINESS FINANCIAL SERVICES, INC.	$8.5M	15,527	+1,416	ADD
360	Point72 Asset Management, L.P.	$8.5M	15,440	+15,440	NEW
361	FIRST NATIONAL BANK OF OMAHA	$8.4M	15,373	−4,769	TRIM
362	SIGNET FINANCIAL MANAGEMENT, LLC	$8.4M	15,319	−188	TRIM
363	QRG CAPITAL MANAGEMENT, INC.	$8.3M	15,204	+1,174	ADD
364	Zimmer Partners, LP	$8.2M	15,000	−72,250	TRIM
365	Independent Advisor Alliance	$8.2M	14,985	−3,318	TRIM
366	Emerald Investment Advisers, LLC	$8.2M	14,956	—	NO PRIOR
367	Malaga Cove Capital, LLC	$8.2M	14,895	−495	TRIM
368	LBP AM SA	$8.1M	14,836	+347	ADD
369	MAI Capital Management	$8.1M	14,712	−1,116	TRIM
370	Great Lakes Retirement, Inc.	$8.1M	14,689	−485	TRIM
371	Gunderson Capital Management LLC	$8.0M	14,513	+14,513	NEW
372	Pegasus Asset Management, Inc.	$7.9M	14,428	+108	ADD
373	Fideuram Asset Management (Ireland) dac	$7.9M	17,555	+15,603	ADD
374	MACQUARIE GROUP LTD	$7.9M	14,324	−3,387	TRIM
375	Ascent Wealth Partners, LLC	$7.9M	14,315	+600	ADD
376	J.W. COLE ADVISORS, INC.	$7.8M	14,264	−361	TRIM
377	BALYASNY ASSET MANAGEMENT L.P.	$7.8M	14,246	−3,676	TRIM
378	&PARTNERS	$7.7M	14,141	+525	ADD
379	KESTRA PRIVATE WEALTH SERVICES, LLC	$7.7M	14,025	−384	TRIM
380	EPG Wealth Management LLC	$7.7M	13,993	−1,180	TRIM
381	Walleye Capital LLC	$7.6M	13,921	+13,673	ADD
382	AZZAD ASSET MANAGEMENT INC /ADV	$7.6M	13,859	0	NO CHANGE
383	SevenBridge Financial Group, LLC	$7.6M	12,378	+80	ADD
384	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.5M	13,736	+13,736	NEW
385	Caldwell Trust Co	$7.5M	13,670	+723	ADD
386	Midwest Trust Co	$7.4M	13,550	+12,181	ADD
387	Atria Investments, Inc	$7.4M	13,428	−1,318	TRIM
388	Clearstead Advisors, LLC	$7.2M	13,176	−489	TRIM
389	MARCO INVESTMENT MANAGEMENT LLC	$7.2M	13,074	−467	TRIM
390	Hollow Brook Wealth Management LLC	$7.2M	13,071	−4,182	TRIM
391	BNC WEALTH MANAGEMENT, LLC	$7.1M	12,988	−4,338	TRIM
392	Tower View Wealth Management LLC	$7.1M	12,924	−944	TRIM
393	Private Advisor Group, LLC	$7.1M	12,875	+2,436	ADD
394	SeaBridge Investment Advisors LLC	$6.8M	12,309	+2,374	ADD
395	Sand Hill Global Advisors, LLC	$6.7M	12,272	+49	ADD
396	PRUDENTIAL PLC	$6.7M	12,261	+6,417	ADD
397	VestGen Advisors, LLC	$6.7M	8,781	+771	ADD
398	New England Research & Management, Inc.	$6.7M	12,193	−325	TRIM
399	COZAD ASSET MANAGEMENT INC	$6.7M	12,130	−1,540	TRIM
400	Bank OZK	$6.6M	12,100	+168	ADD
401	Segment Wealth Management, LLC	$6.6M	12,099	−1,535	TRIM
402	Bridgewater Associates, LP	$6.5M	11,918	−2,212	TRIM
403	BURNEY CO/	$6.5M	11,913	−2,918	TRIM
404	LEAVELL INVESTMENT MANAGEMENT, INC.	$6.5M	11,759	0	NO CHANGE
405	Federation des caisses Desjardins du Quebec	$6.4M	11,730	+5,248	ADD
406	ANDERSON HOAGLAND & CO	$6.4M	11,704	−102	TRIM
407	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$6.4M	11,685	0	NO CHANGE
408	D L CARLSON INVESTMENT GROUP INC	$6.3M	11,527	+65	ADD
409	EP Wealth Advisors, LLC	$6.3M	11,513	+2,166	ADD
410	Davidson Capital Management Inc.	$6.3M	11,512	+11,483	ADD
411	M&T BANK CORP	$6.3M	11,431	−414	TRIM
412	J. Safra Sarasin Holding AG	$6.2M	11,333	+1,087	ADD
413	MEYER HANDELMAN CO	$6.2M	11,325	−900	TRIM
414	Asio Capital, LLC	$6.1M	11,024	−3,680	TRIM
415	Clark Capital Management Group, Inc.	$6.0M	10,979	−63	TRIM
416	JANE STREET GROUP, LLC	$6.0M	10,862	+2,350	ADD
417	Aristotle Atlantic Partners, LLC	$5.9M	10,804	+971	ADD
418	Bensler, LLC	$5.9M	10,704	−192	TRIM
419	Investment Management Corp of Ontario	$5.9M	10,661	−2,040	TRIM
420	Tandem Financial, LLC	$5.8M	10,557	+10,557	NEW
421	Jacobi Capital Management LLC	$5.8M	10,486	+78	ADD
422	DUNCKER STREETT & CO INC	$5.7M	10,392	−5,627	TRIM
423	HUNTINGTON NATIONAL BANK	$5.7M	10,345	+10,345	NEW
424	UMB Bank, n.a.	$5.7M	10,306	−233	TRIM
425	XTX Topco Ltd	$5.6M	10,245	+6,321	ADD
426	GKV Capital Management Co., Inc.	$5.6M	10,138	−183	TRIM
427	NLB Skladi, upravljanje premozenja, d.o.o.	$5.5M	9,947	+3,099	ADD
428	Meiji Yasuda Asset Management Co Ltd.	$5.4M	9,919	−2,737	TRIM
429	Rafferty Asset Management, LLC	$5.3M	9,713	−3,570	TRIM
430	Vestmark Advisory Solutions, Inc.	$5.3M	9,702	+84	ADD
431	TWIN CAPITAL MANAGEMENT INC	$5.3M	9,665	+128	ADD
432	SCHOLTZ & COMPANY, LLC	$5.3M	9,660	−242	TRIM
433	Verition Fund Management LLC	$5.3M	9,626	+2,990	ADD
434	Gerber Kawasaki Wealth & Investment Management	$5.3M	9,488	+3,954	ADD
435	FULTON BANK, N.A.	$5.2M	9,558	−353	TRIM
436	HANCOCK WHITNEY CORP	$5.2M	7,225	−250	TRIM
437	Pallas Capital Advisors LLC	$5.2M	9,502	−997	TRIM
438	Robbins Farley	$5.2M	9,479	+494	ADD
439	Traynor Capital Management, Inc.	$5.2M	9,695	+1,414	ADD
440	Arosa Capital Management LP	$5.2M	9,418	+1,610	ADD
441	Electron Capital Partners, LLC	$5.2M	9,408	−170,234	TRIM
442	Altshuler Shaham Ltd	$5.1M	9,309	−570	TRIM
443	Norinchukin Bank, The	$5.1M	9,240	+30	ADD
444	MERIDIAN MANAGEMENT CO	$5.1M	9,223	−578	TRIM
445	COOKSON PEIRCE & CO INC	$5.0M	9,144	+1,103	ADD
446	FIDUCIARY TRUST CO	$5.0M	9,137	+206	ADD
447	Crossmark Global Holdings, Inc.	$5.0M	9,091	—	NO PRIOR
448	MIZUHO SECURITIES USA LLC	$4.9M	9,015	−1,843	TRIM
449	Equitable Holdings, Inc.	$4.9M	10,311	−3,519	TRIM
450	MOORE CAPITAL MANAGEMENT, LP	$4.9M	8,935	−37,971	TRIM
451	Orange Investment Advisors, Inc.	$4.9M	8,886	−2,540	TRIM
452	Lebenthal Global Advisors, LLC	$4.8M	8,793	−484	TRIM
453	Gladstone Institutional Advisory LLC	$4.8M	8,787	−91	TRIM
454	Kingsview Wealth Management, LLC	$4.8M	8,762	−353	TRIM
455	Weiss Asset Management LP	$4.8M	8,760	+8,760	NEW
456	Atlantic Edge Private Wealth Management, LLC	$4.8M	8,691	+66	ADD
457	Ameritas Investment Partners, Inc.	$4.8M	8,653	−54	TRIM
458	Millington Financial Advisors, LLC	$4.7M	7,450	−114	TRIM
459	HARTFORD INVESTMENT MANAGEMENT CO	$4.7M	8,523	−102	TRIM
460	Lombard Odier Asset Management (Switzerland) SA	$4.7M	8,494	+8,494	NEW
461	Apollon Wealth Management, LLC	$4.7M	8,478	+2,879	ADD
462	OMERS ADMINISTRATION Corp	$4.6M	8,370	+2,303	ADD
463	KAYNE ANDERSON CAPITAL ADVISORS LP	$4.6M	8,369	−1,981	TRIM
464	Newman Dignan & Sheerar, Inc.	$4.6M	8,288	−734	TRIM
465	LEE JOHNSON CAPITAL MANAGEMENT, LLC	$4.5M	8,255	+249	ADD
466	PFG Advisors	$4.4M	8,103	+1,210	ADD
467	CHOREO, LLC	$4.4M	7,964	+50	ADD
468	Taproot Management LP	$4.4M	7,954	+7,954	NEW
469	Mendel Money Management	$4.3M	7,898	+77	ADD
470	Banco Santander, S.A.	$4.3M	7,889	−1,931	TRIM
471	Dai-ichi Life Insurance Company, Ltd	$4.3M	7,788	−2,749	TRIM
472	Bouvel Investment Partners, LLC	$4.3M	7,760	+222	ADD
473	ARGUS INVESTORS' COUNSEL, INC.	$4.3M	7,756	−599	TRIM
474	Dynamic Advisor Solutions LLC	$4.2M	7,741	+1,397	ADD
475	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$4.2M	7,697	−1,193	TRIM
476	Guided Capital Wealth Management, LLC	$4.2M	7,602	+143	ADD
477	ASSETMARK, INC	$4.1M	7,531	+489	ADD
478	New Paradigm Capital Management, LLC	$4.1M	7,500	—	NO PRIOR
479	BANQUE PICTET & CIE SA	$4.1M	7,490	−1,050	TRIM
480	Maryland State Retirement & Pension System	$4.1M	7,481	+211	ADD
481	MEEDER ASSET MANAGEMENT INC	$4.1M	7,427	+7,353	ADD
482	Envestnet Portfolio Solutions, Inc.	$4.1M	7,418	−1,727	TRIM
483	Diversified Trust Co	$4.1M	7,398	+681	ADD
484	CVFG LLC	$4.0M	7,362	+7,362	NEW
485	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$4.0M	7,358	0	NO CHANGE
486	Axiom Investment Management LLC	$4.0M	7,271	—	NO PRIOR
487	Harold Davidson & Associates Inc.	$4.0M	7,251	+153	ADD
488	Rockingstone Advisors LLC	$4.0M	7,239	−5	TRIM
489	Trivium Point Advisory, LLC	$3.9M	7,171	−802	TRIM
490	Candelo Capital Management LP	$3.9M	7,138	0	NO CHANGE
491	KEYBANK NATIONAL ASSOCIATION/OH	$3.8M	6,973	−334	TRIM
492	GUARDIAN WEALTH ADVISORS, LLC / NC	$3.8M	6,962	−573	TRIM
493	World Investment Advisors	$3.8M	6,924	−45	TRIM
494	Waterloo Capital, L.P.	$3.8M	6,901	−349	TRIM
495	ANGELES WEALTH MANAGEMENT, LLC	$3.7M	6,812	−79	TRIM
496	KPP Advisory Services LLC	$3.7M	6,766	+86	ADD
497	Orion Porfolio Solutions, LLC	$3.7M	6,749	−2,810	TRIM
498	1ST SOURCE BANK	$3.7M	6,743	+123	ADD
499	Mechanics Bank Trust Department	$3.7M	6,692	−256	TRIM
500	Chicago Partners Investment Group LLC	$3.7M	5,980	+21	ADD

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

Congress ↔ notable managers · PWR

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $16K–$65K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $23.7M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $11.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · QUANTA SERVICES INC

Merged timeline of congressional filings and notable-manager moves on PWR
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+15,197 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−2,212 sh
2026-05-15	Moore Capital Management 13F	TRIM	−37,971 sh
2026-05-14	Caxton Associates 13F	NEW	+2,500 sh

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

14 members of Congress disclosed PWR — 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).