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 ↗

REGIONS FINANCIAL CORP NEW · COM · quarter ended 2026-03-31 · 8 members disclosed RF ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 847 holders are listed, largest first: 847
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.5B
holders whose share count rose or who opened the position (new + add), by shares: 400
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 108

Holders — quarter ended 2026-03-31

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

13F holders of RF ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.1B	82,218,346	−208,673	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	56,164,800	—	NO PRIOR
3	STATE STREET CORP	$1.3B	47,713,498	−1,118,230	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	40,117,408	—	NO PRIOR
5	WELLINGTON MANAGEMENT GROUP LLP	$944M	36,136,723	+814,964	ADD
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$668M	25,571,718	−6,265,621	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$627M	24,084,795	+336,395	ADD
8	MORGAN STANLEY	$499M	19,114,744	+758,344	ADD
9	Invesco Ltd.	$467M	17,865,010	−1,483,227	TRIM
10	VICTORY CAPITAL MANAGEMENT INC	$399M	15,264,042	−7,572,121	TRIM
11	FIRST TRUST ADVISORS LP	$349M	13,358,969	+5,754,487	ADD
12	DIMENSIONAL FUND ADVISORS LP	$257M	9,827,358	+140,398	ADD
13	NORTHERN TRUST CORP	$221M	8,450,583	−108,698	TRIM
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$212M	8,119,722	+388,430	ADD
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$186M	7,121,866	−212,881	TRIM
16	BARCLAYS PLC	$181M	6,916,422	+738,002	ADD
17	Bank of New York Mellon Corp	$173M	6,611,874	+151,564	ADD
18	THORNBURG INVESTMENT MANAGEMENT INC	$170M	6,515,272	+284,671	ADD
19	Allspring Global Investments Holdings, LLC	$165M	6,273,370	−2,753,770	TRIM
20	Legal & General Group Plc	$150M	5,748,017	−16,881	TRIM
21	ROYAL BANK OF CANADA	$143M	5,466,493	−1,158,693	TRIM
22	UBS Group AG	$138M	5,276,732	−2,041,586	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$127M	4,879,823	—	NO PRIOR
24	DEUTSCHE BANK AG\	$121M	4,648,909	−551,718	TRIM
25	Amundi	$116M	4,440,760	−344,083	TRIM
26	AMERICAN CENTURY COMPANIES INC	$116M	4,434,095	−1,359,675	TRIM
27	Squarepoint Ops LLC	$107M	4,102,925	+479,133	ADD
28	AMERIPRISE FINANCIAL INC	$107M	4,082,062	−39,670	TRIM
29	Qube Research & Technologies Ltd	$92.7M	3,548,817	+1,010,995	ADD
30	BANK OF AMERICA CORP /DE/	$90.7M	3,472,248	−37,751	TRIM
31	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$89.8M	3,436,297	−25,695	TRIM
32	FMR LLC	$87.0M	3,330,478	+8,865	ADD
33	SCHRODER INVESTMENT MANAGEMENT GROUP	$82.2M	3,256,248	−472,038	TRIM
34	AQR CAPITAL MANAGEMENT LLC	$79.2M	3,070,694	−381,751	TRIM
35	TWO SIGMA INVESTMENTS, LP	$78.9M	3,020,981	+488,473	ADD
36	Korea Investment CORP	$74.8M	2,864,739	+91,700	ADD
37	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$71.1M	2,722,006	+2,722,006	NEW
38	BANK OF MONTREAL /CAN/	$71.0M	2,718,157	+113,873	ADD
39	WELLS FARGO & COMPANY/MN	$70.7M	2,705,972	−2,290,631	TRIM
40	MILLENNIUM MANAGEMENT LLC	$69.2M	2,649,839	−176,520	TRIM
41	Sumitomo Mitsui Trust Group, Inc.	$62.4M	2,388,762	−112,032	TRIM
42	Swiss Life Asset Management Ltd	$61.1M	2,339,770	+83,882	ADD
43	RENAISSANCE TECHNOLOGIES LLC	$56.0M	2,144,021	+597,600	ADD
44	Nuveen, LLC	$55.6M	2,128,786	−8,567	TRIM
45	Epoch Investment Partners, Inc.	$55.5M	2,124,296	−123,177	TRIM
46	HSBC HOLDINGS PLC	$51.0M	1,952,500	−2,091,106	TRIM
47	Mitsubishi UFJ Asset Management Co., Ltd.	$50.9M	1,950,224	+90,758	ADD
48	SEI INVESTMENTS CO	$50.6M	1,936,074	−43,305	TRIM
49	National Pension Service	$50.2M	1,921,734	+1,921,734	NEW
50	Vanguard Global Advisers, LLC	$50.1M	1,917,723	—	NO PRIOR
51	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$49.3M	1,888,987	−181,998	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$48.4M	1,852,634	—	NO PRIOR
53	PZENA INVESTMENT MANAGEMENT LLC	$48.1M	1,839,825	0	NO CHANGE
54	REGIONS FINANCIAL CORP	$42.5M	1,626,082	−180,315	TRIM
55	Eurizon Capital SGR S.p.A.	$38.6M	1,478,313	+35,041	ADD
56	FIRST FINANCIAL BANKSHARES INC	$36.9M	1,414,249	+571,227	ADD
57	WORLDQUANT MILLENNIUM ADVISORS LLC	$36.6M	1,402,473	+184,522	ADD
58	Point72 Asset Management, L.P.	$34.5M	1,319,866	+1,319,866	NEW
59	RAYMOND JAMES FINANCIAL INC	$34.2M	1,310,385	−9,871	TRIM
60	WEDGE CAPITAL MANAGEMENT L L P/NC	$33.0M	1,263,493	−68,221	TRIM
61	Prana Capital Management, LP	$32.7M	1,252,885	+910,874	ADD
62	Vest Financial, LLC	$32.7M	1,251,702	+686,199	ADD
63	LPL Financial LLC	$32.6M	1,247,350	+25,085	ADD
64	CITIGROUP INC	$31.1M	1,192,101	+183,655	ADD
65	ALLIANCEBERNSTEIN L.P.	$28.3M	1,044,663	+128,617	ADD
66	AE Wealth Management LLC	$27.5M	1,051,239	+207,145	ADD
67	Quantinno Capital Management LP	$26.8M	1,026,743	+133,083	ADD
68	PRINCIPAL FINANCIAL GROUP INC	$26.4M	1,009,607	−4,532	TRIM
69	Arbejdsmarkedets Tillaegspension	$25.8M	988,167	+108,479	ADD
70	Trexquant Investment LP	$24.9M	953,927	−159,117	TRIM
71	NORDEA INVESTMENT MANAGEMENT AB	$22.7M	887,001	+197,075	ADD
72	M&T BANK CORP	$22.6M	866,968	−57,666	TRIM
73	STIFEL FINANCIAL CORP	$22.6M	866,599	+87,074	ADD
74	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$22.3M	853,590	−128,269	TRIM
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$22.1M	844,688	0	NO CHANGE
76	GRIMES & Co WEALTH MANAGEMENT, LLC	$21.9M	836,607	−9,743	TRIM
77	Aberdeen Group plc	$21.1M	808,690	+2,329	ADD
78	AVIVA PLC	$20.7M	794,076	+17,710	ADD
79	Mirae Asset Global Investments Co., Ltd.	$20.7M	790,972	−158,387	TRIM
80	Sanctuary Advisors, LLC	$20.2M	775,230	+99,934	ADD
81	Swedbank AB	$20.2M	771,580	+6,151	ADD
82	FRANKLIN RESOURCES INC	$19.4M	744,345	+403,627	ADD
83	FIRST CITIZENS BANK & TRUST CO	$18.5M	708,997	+1,198	ADD
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.4M	707,230	+26,491	ADD
85	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$17.4M	664,500	+664,500	NEW
86	STATE OF WISCONSIN INVESTMENT BOARD	$17.3M	663,210	+39,804	ADD
87	UMB Bank, n.a.	$17.3M	661,901	+11,684	ADD
88	Envestnet Portfolio Solutions, Inc.	$17.1M	653,320	−23,543	TRIM
89	Assenagon Asset Management S.A.	$16.8M	644,404	+220,636	ADD
90	GLENMEDE TRUST CO NA	$16.8M	643,552	−24,472	TRIM
91	TUDOR INVESTMENT CORP ET AL	$16.8M	641,737	+481,754	ADD
92	Midwest Trust Co	$16.0M	610,658	+1,339	ADD
93	BNP Paribas Asset Management Holding S.A.	$14.5M	554,398	−795,560	TRIM
94	TD ASSET MANAGEMENT INC	$14.4M	551,988	−8,225	TRIM
95	Cerity Partners LLC	$14.4M	549,824	−8,636	TRIM
96	Union Bancaire Privee, UBP SA	$14.1M	574,693	−32,383	TRIM
97	NEW YORK STATE COMMON RETIREMENT FUND	$14.0M	536,464	−15,500	TRIM
98	Man Group plc	$13.7M	525,982	−1,193,114	TRIM
99	Pictet Asset Management Holding SA	$13.6M	520,035	−90,374	TRIM
100	Y-Intercept (Hong Kong) Ltd	$13.6M	519,803	+276,913	ADD
101	NATIONAL BANK OF CANADA /FI/	$13.5M	518,302	+138,482	ADD
102	Creative Planning	$13.3M	510,215	+191,101	ADD
103	BENJAMIN EDWARDS INC	$13.2M	507,154	+62,825	ADD
104	DANSKE BANK A/S	$12.9M	493,669	−32,935	TRIM
105	Crossmark Global Holdings, Inc.	$12.9M	493,014	—	NO PRIOR
106	GUGGENHEIM CAPITAL LLC	$12.8M	491,122	+81,779	ADD
107	PRUDENTIAL FINANCIAL INC	$12.5M	477,926	−862,684	TRIM
108	Chevy Chase Trust Holdings, LLC	$12.4M	473,533	−20,393	TRIM
109	D. E. Shaw & Co., Inc.	$12.2M	467,033	+212,884	ADD
110	Cetera Investment Advisers	$12.1M	462,596	−19,830	TRIM
111	AustralianSuper Pty Ltd	$11.8M	451,823	+17,087	ADD
112	Venture Visionary Partners LLC	$11.8M	449,917	+9,123	ADD
113	Wealthfront Advisers LLC	$11.7M	447,305	+5,819	ADD
114	Stieven Capital Advisors, L.P.	$11.5M	441,682	−1,500	TRIM
115	Schonfeld Strategic Advisors LLC	$11.5M	440,090	+440,090	NEW
116	Vanguard Investments Australia, Ltd.	$11.4M	436,628	—	NO PRIOR
117	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.3M	433,240	+96,337	ADD
118	CANADA PENSION PLAN INVESTMENT BOARD	$10.6M	407,218	−2,598	TRIM
119	ENVESTNET ASSET MANAGEMENT INC	$10.4M	399,053	−96,105	TRIM
120	TORONTO DOMINION BANK	$10.3M	393,990	+5,856	ADD
121	ROYAL LONDON ASSET MANAGEMENT LTD	$10.3M	393,500	−8,289	TRIM
122	Rafferty Asset Management, LLC	$10.1M	385,459	−184,543	TRIM
123	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$10.0M	381,025	−1,026,166	TRIM
124	APG Asset Management N.V.	$9.9M	435,320	−17,889	TRIM
125	Foster Victor Wealth Advisors, LLC	$9.8M	354,611	+14,261	ADD
126	XTX Topco Ltd	$9.8M	376,340	+259,600	ADD
127	Mitsubishi UFJ Trust & Banking Corp	$9.6M	367,084	−12,416	TRIM
128	Asset Management One Co., Ltd.	$9.6M	365,975	−19,984	TRIM
129	NISA INVESTMENT ADVISORS, LLC	$9.5M	360,956	−27,892	TRIM
130	FIFTH THIRD BANCORP	$8.8M	337,942	+279,055	ADD
131	Tredje AP-fonden	$8.8M	336,320	+230,998	ADD
132	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$8.7M	334,544	−5,145	TRIM
133	BANK OF NOVA SCOTIA	$8.6M	329,351	−462,504	TRIM
134	KLP KAPITALFORVALTNING AS	$8.6M	325,726	0	NO CHANGE
135	Pinnacle Financial Partners, Inc.	$8.2M	314,936	−12,879	TRIM
136	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	311,437	−1,251	TRIM
137	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.9M	303,433	+159,000	ADD
138	BLAIR WILLIAM & CO/IL	$7.9M	300,749	−1,949	TRIM
139	NewEdge Advisors, LLC	$7.7M	294,833	+294,833	NEW
140	Huber Capital Management LLC	$7.5M	286,545	−20,000	TRIM
141	Weiss Asset Management LP	$7.5M	285,920	+285,920	NEW
142	CITADEL ADVISORS LLC	$7.3M	280,157	+28,435	ADD
143	NATIXIS	$7.3M	278,302	+278,302	NEW
144	Resona Asset Management Co.,Ltd.	$7.2M	277,317	−6,187	TRIM
145	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.1M	273,644	−13,247	TRIM
146	Grantham, Mayo, Van Otterloo & Co. LLC	$7.1M	270,864	+43,593	ADD
147	MERCER GLOBAL ADVISORS INC /ADV	$7.0M	268,158	−38,521	TRIM
148	B. Metzler seel. Sohn & Co. AG	$6.9M	265,747	+14,938	ADD
149	LEAVELL INVESTMENT MANAGEMENT, INC.	$6.7M	255,763	+6,760	ADD
150	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.7M	257,491	+257,491	NEW
151	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.6M	255,304	−19,542	TRIM
152	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.4M	246,926	+23,622	ADD
153	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.4M	245,239	−2,800	TRIM
154	Illinois Municipal Retirement Fund	$6.3M	241,882	+13,364	ADD
155	CIBC Bancorp USA Inc.	$6.2M	239,239	—	NO PRIOR
156	Pathstone Holdings, LLC	$6.2M	239,007	+4	ADD
157	Arizona State Retirement System	$6.2M	238,267	−6,491	TRIM
158	Czech National Bank	$6.2M	236,396	+5,177	ADD
159	Greystone Financial Group, LLC	$6.1M	233,775	−150,992	TRIM
160	Quantbot Technologies LP	$6.0M	231,219	+231,219	NEW
161	Ensign Peak Advisors, Inc	$6.0M	230,937	+82,649	ADD
162	Silver Lake Advisory, LLC	$6.0M	230,357	−1,420	TRIM
163	PRUDENTIAL PLC	$6.0M	230,019	+2,542	ADD
164	CIBC Asset Management Inc	$5.9M	226,439	+300	ADD
165	State of New Jersey Common Pension Fund D	$5.9M	224,138	+12,453	ADD
166	HighTower Advisors, LLC	$5.7M	219,855	+3,154	ADD
167	Harvest Portfolios Group Inc.	$5.7M	218,166	−19,360	TRIM
168	ASR Vermogensbeheer N.V.	$5.6M	215,966	+3,706	ADD
169	Vident Advisory, LLC	$5.5M	209,731	+104,017	ADD
170	Monte Financial Group, LLC	$5.5M	208,857	−1,636	TRIM
171	Vanguard Personalized Indexing Management, LLC	$5.4M	207,171	+21,373	ADD
172	MetLife Investment Management, LLC	$5.3M	202,805	−7,522	TRIM
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.3M	202,194	−1,772	TRIM
174	TRUIST FINANCIAL CORP	$5.1M	196,722	−5,400	TRIM
175	COMMONWEALTH EQUITY SERVICES, LLC	$5.1M	193,879	−20,304	TRIM
176	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.0M	209,520	−84,541	TRIM
177	LAZARD ASSET MANAGEMENT LLC	$5.0M	191,370	−89,954	TRIM
178	DnB Asset Management AS	$4.9M	189,149	+18,888	ADD
179	IFM Investors Pty Ltd	$4.9M	187,988	+1,806	ADD
180	Retirement Systems of Alabama	$4.8M	184,325	−2,216	TRIM
181	Tidal Investments LLC	$4.8M	183,961	−113,024	TRIM
182	Bridgewater Associates, LP	$4.8M	183,357	−633,343	TRIM
183	SEB Asset Management AB	$4.7M	181,801	—	NO PRIOR
184	OCCUDO QUANTITATIVE STRATEGIES LP	$4.7M	164,253	+69,654	ADD
185	EVENTIDE ASSET MANAGEMENT, LLC	$4.6M	182,634	−22,522	TRIM
186	ProShare Advisors LLC	$4.6M	176,116	−66,576	TRIM
187	CONTINENTAL ADVISORS LLC	$4.6M	175,000	−2,000	TRIM
188	XPONANCE LLC	$4.6M	174,275	−17,718	TRIM
189	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.5M	171,587	+2,004	ADD
190	VOYA INVESTMENT MANAGEMENT LLC	$4.5M	171,262	−2,874	TRIM
191	Woodline Partners LP	$4.4M	170,361	+20,466	ADD
192	ODDO BHF ASSET MANAGEMENT SAS	$4.4M	169,650	+6,427	ADD
193	Stonebridge Financial Group, LLC	$4.4M	167,829	+4,565	ADD
194	Atria Investments, Inc	$4.3M	166,393	+34,639	ADD
195	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.3M	163,079	−4,370	TRIM
196	MACKENZIE FINANCIAL CORP	$4.2M	161,080	+7,681	ADD
197	Andra AP-fonden	$4.2M	160,314	−64,023	TRIM
198	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.1M	158,484	+3,781	ADD
199	Brevan Howard Capital Management LP	$4.1M	157,932	+35,831	ADD
200	GHP Investment Advisors, Inc.	$4.1M	156,483	−1,086	TRIM
201	LEVEL FOUR ADVISORY SERVICES, LLC	$4.1M	155,640	+116,132	ADD
202	Daiwa Securities Group Inc.	$4.0M	154,232	+5,775	ADD
203	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.9M	150,655	+150,655	NEW
204	Utah Retirement Systems	$3.7M	141,020	−7,547	TRIM
205	JAMES INVESTMENT RESEARCH, INC.	$3.7M	140,275	−6,022	TRIM
206	Concurrent Investment Advisors, LLC	$3.6M	136,633	−2,395	TRIM
207	Beacon Capital Management, LLC	$3.6M	136,308	−3,882	TRIM
208	OMERS ADMINISTRATION Corp	$3.5M	135,151	+18,562	ADD
209	MACQUARIE GROUP LTD	$3.4M	132,029	−8,312	TRIM
210	Corient Private Wealth LLC	$3.4M	131,818	−162,453	TRIM
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.4M	129,793	+1,653	ADD
212	QRG CAPITAL MANAGEMENT, INC.	$3.3M	127,424	+24,957	ADD
213	NEOS Investment Management LLC	$3.3M	125,967	−21,392	TRIM
214	Rakuten Investment Management, Inc.	$3.3M	129,263	+13,256	ADD
215	WINTON GROUP Ltd	$3.2M	124,188	−83,790	TRIM
216	Kingsview Wealth Management, LLC	$3.2M	122,896	+102,958	ADD
217	STOREBRAND ASSET MANAGEMENT AS	$3.2M	121,951	—	NO PRIOR
218	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.2M	120,879	−37,199	TRIM
219	STANCE CAPITAL LLC	$3.1M	120,231	+112,229	ADD
220	Steward Partners Investment Advisory, LLC	$3.1M	120,150	+22,158	ADD
221	Siemens Fonds Invest GmbH	$3.1M	119,103	0	NO CHANGE
222	COLDSTREAM CAPITAL MANAGEMENT INC	$3.1M	118,687	−13,214	TRIM
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.1M	118,308	−11,310	TRIM
224	Csenge Advisory Group	$3.1M	117,631	+19,463	ADD
225	HB Wealth Management, LLC	$3.0M	114,852	+4,988	ADD
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.0M	114,510	−194	TRIM
227	Dana Investment Advisors, Inc.	$2.9M	109,678	−1,140	TRIM
228	Inspire Advisors, LLC	$2.9M	109,237	−11,512	TRIM
229	Ethic Inc.	$2.8M	107,202	−3,272	TRIM
230	USS Investment Management Ltd	$2.8M	106,659	+5,441	ADD
231	Janus Henderson Group Ltd.	$2.8M	105,452	−5,239	TRIM
232	Perigon Wealth Management, LLC	$2.8M	105,449	+1,177	ADD
233	Smith Thornton Advisors LLC	$2.7M	104,899	0	NO CHANGE
234	OP Asset Management Ltd	$2.7M	102,904	—	NO PRIOR
235	ABC ARBITRAGE SA	$2.6M	99,619	+99,619	NEW
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	99,420	−900	TRIM
237	OSAIC HOLDINGS, INC.	$2.6M	97,832	−33,048	TRIM
238	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	94,199	+94,199	NEW
239	YOUSIF CAPITAL MANAGEMENT, LLC	$2.5M	94,037	−3,703	TRIM
240	MML INVESTORS SERVICES, LLC	$2.5M	94,015	−5,310	TRIM
241	Savant Capital, LLC	$2.4M	93,322	+14,163	ADD
242	US BANCORP \DE\	$2.4M	93,006	−7,117	TRIM
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	92,329	−1,832	TRIM
244	Financiere des Professionnels - Fonds d'investissement inc.	$2.4M	90,894	0	NO CHANGE
245	COMMERCE BANK	$2.4M	90,762	+2,222	ADD
246	Kintegral Advisory, LLC	$2.4M	89,545	−3,970	TRIM
247	Oak Thistle LLC	$2.3M	89,482	−19,180	TRIM
248	PATTEN & PATTEN INC/TN	$2.3M	88,240	+57	ADD
249	TMB Capital Partners, LLC	$2.3M	86,221	−1,384	TRIM
250	GATEWAY INVESTMENT ADVISERS LLC	$2.2M	85,777	+59,104	ADD
251	Avanza Fonder AB	$2.2M	85,193	0	NO CHANGE
252	Ascent Group, LLC	$2.2M	85,101	+4,629	ADD
253	Candriam S.C.A.	$2.2M	84,574	+4,400	ADD
254	Summit Financial, LLC	$2.2M	82,240	+5,635	ADD
255	BROWN ADVISORY INC	$2.1M	82,030	−1,902	TRIM
256	CREDIT AGRICOLE S A	$2.1M	80,405	+3,254	ADD
257	Kestra Advisory Services, LLC	$2.1M	79,403	+10,516	ADD
258	Linden Thomas Advisory Services, LLC	$2.1M	79,140	+2,072	ADD
259	Focus Partners Wealth	$2.0M	77,923	−30,328	TRIM
260	AMG National Trust Bank	$2.0M	77,486	+303	ADD
261	Aull & Monroe Investment Management Corp	$2.0M	77,485	+968	ADD
262	Lakewood Asset Management LLC	$2.0M	76,901	−23,756	TRIM
263	Robeco Institutional Asset Management B.V.	$2.0M	76,401	−14,473	TRIM
264	Wealthcare Advisory Partners LLC	$2.0M	75,128	−2,178	TRIM
265	D.A. DAVIDSON & CO.	$2.0M	74,938	+18,751	ADD
266	Summit Trail Advisors, LLC	$2.0M	74,689	+22,412	ADD
267	CWM, LLC	$1.9M	73,819	+11,642	ADD
268	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	72,591	+72,591	NEW
269	HUNTINGTON NATIONAL BANK	$1.9M	72,545	+72,545	NEW
270	EVERGREEN CAPITAL MANAGEMENT LLC	$1.9M	71,710	+196	ADD
271	Southern Financial Group, LLC	$1.9M	71,632	—	NO PRIOR
272	STEPHENS INC /AR/	$1.8M	69,029	−1,306	TRIM
273	Rockefeller Capital Management L.P.	$1.8M	68,958	−1,843	TRIM
274	Baird Financial Group, Inc.	$1.8M	68,675	+68,675	NEW
275	Virtus Investment Advisers, LLC	$1.8M	68,093	−10,498	TRIM
276	Aptus Capital Advisors, LLC	$1.8M	67,550	−351	TRIM
277	Empowered Funds, LLC	$1.7M	66,570	+41,024	ADD
278	SALZHAUER MICHAEL	$1.7M	66,450	0	NO CHANGE
279	EQUITABLE TRUST CO	$1.7M	64,875	+3,916	ADD
280	Jain Global LLC	$1.7M	64,426	+64,426	NEW
281	INTACT INVESTMENT MANAGEMENT INC.	$1.7M	63,600	−59,100	TRIM
282	Donoghue Forlines LLC	$1.7M	63,543	+63,543	NEW
283	MAGNOLIA CAPITAL ADVISORS LLC	$1.6M	62,985	+25,756	ADD
284	Investment Management Corp of Ontario	$1.6M	62,772	+2,500	ADD
285	Waverly Advisors, LLC	$1.6M	62,375	+1,888	ADD
286	SeaBridge Investment Advisors LLC	$1.6M	62,341	−28	TRIM
287	Johnson Financial Group, Inc.	$1.6M	61,709	+743	ADD
288	&PARTNERS	$1.6M	60,999	−1,466	TRIM
289	Federation des caisses Desjardins du Quebec	$1.6M	61,786	+20,023	ADD
290	MITCHELL MCLEOD PUGH & WILLIAMS INC	$1.6M	61,542	+1,000	ADD
291	Sequoia Financial Advisors, LLC	$1.6M	61,241	+13,229	ADD
292	Mediolanum International Funds Ltd	$1.6M	63,225	−39,040	TRIM
293	Connor, Clark & Lunn Investment Management Ltd.	$1.6M	60,877	−18,500	TRIM
294	Gateway Wealth Partners, LLC	$1.6M	60,414	+31,188	ADD
295	Confluence Wealth Services, Inc.	$1.5M	59,335	+93	ADD
296	Patten Group, Inc.	$1.5M	59,304	+108	ADD
297	Laird Norton Wetherby Trust Company, LLC	$1.5M	58,661	−770	TRIM
298	Fifth Third Wealth Advisors LLC	$1.5M	59,248	+49,211	ADD
299	HHM Wealth Advisors, LLC	$1.5M	59,226	−5,000	TRIM
300	MAI Capital Management	$1.5M	57,508	+11,849	ADD
301	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.5M	56,900	0	NO CHANGE
302	Cannell & Spears LLC	$1.5M	56,799	+138	ADD
303	BARNES PETTEY FINANCIAL ADVISORS, LLC	$1.5M	56,794	−553	TRIM
304	Generali Asset Management SPA SGR	$1.5M	56,199	+2,330	ADD
305	Integrated Quantitative Investments LLC	$1.5M	55,603	+55,603	NEW
306	Board of the Pension Protection Fund	$1.4M	55,400	−4,700	TRIM
307	Inspire Investing, LLC	$1.4M	54,925	+42,470	ADD
308	Castle Rock Wealth Management, LLC	$1.4M	54,147	+640	ADD
309	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	54,537	+19,873	ADD
310	Waterloo Capital, L.P.	$1.4M	53,835	−82,074	TRIM
311	Orion Porfolio Solutions, LLC	$1.4M	53,540	−6,308	TRIM
312	Merit Financial Group, LLC	$1.4M	52,936	+4,828	ADD
313	Abundance Wealth Counselors	$1.4M	52,649	−1,126	TRIM
314	MIZUHO SECURITIES USA LLC	$1.4M	52,474	−11,374	TRIM
315	TOUNJIAN ADVISORY PARTNERS, LLC	$1.4M	51,770	+3,064	ADD
316	AGF MANAGEMENT LTD	$1.3M	51,176	−12,129	TRIM
317	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.3M	50,739	+1,233	ADD
318	ROCKLAND TRUST CO	$1.3M	50,624	−828	TRIM
319	HARTFORD INVESTMENT MANAGEMENT CO	$1.3M	50,146	−595	TRIM
320	Norinchukin Bank, The	$1.3M	49,901	−238	TRIM
321	FCG Investment Co	$1.3M	49,585	—	NO PRIOR
322	GROUPAMA ASSET MANAGMENT	$1.2M	47,814	−2,921	TRIM
323	Osmosis Investment Management UK Ltd	$1.2M	46,638	−12,085	TRIM
324	EP Wealth Advisors, LLC	$1.2M	45,042	−8,045	TRIM
325	Maryland State Retirement & Pension System	$1.2M	44,803	0	NO CHANGE
326	Red Door Wealth Management, LLC	$1.2M	44,274	+14,193	ADD
327	Drucker Wealth 3.0, LLC	$1.1M	43,049	+2,477	ADD
328	GatePass Capital, LLC	$1.1M	42,312	+12	ADD
329	MIRABELLA FINANCIAL SERVICES LLP	$1.1M	41,863	+41,863	NEW
330	ABN AMRO INVESTMENT SOLUTIONS	$1.1M	41,085	+1,081	ADD
331	ASSETMARK, INC	$1.1M	40,633	+4,698	ADD
332	WADDELL & ASSOCIATES, LLC	$1.1M	40,591	+1,109	ADD
333	WATERS PARKERSON & CO., LLC	$1.1M	40,425	+26,204	ADD
334	Bank Julius Baer & Co. Ltd, Zurich	$1.1M	41,559	−10,794	TRIM
335	ENTERPRISE FINANCIAL SERVICES CORP	$1.0M	40,124	−172	TRIM
336	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$1.0M	40,000	−1,000	TRIM
337	CAXTON ASSOCIATES LLP	$1.0M	39,888	0	NO CHANGE
338	Perbak Capital Partners LLP	$1.0M	39,865	+39,865	NEW
339	J.W. COLE ADVISORS, INC.	$1.0M	39,552	+324	ADD
340	Patriot Financial Group Insurance Agency, LLC	$1.0M	39,398	+39,398	NEW
341	GROUP ONE TRADING LLC	$1.0M	38,929	+38,929	NEW
342	J. Safra Sarasin Holding AG	$1.0M	38,885	−6,726	TRIM
343	Marble Wealth, LLC	$1.0M	38,807	+1,005	ADD
344	AG2R LA MONDIALE GESTION D'ACTIFS	$1.0M	38,767	+513	ADD
345	BAHL & GAYNOR INC	$1.0M	38,666	0	NO CHANGE
346	MASTER'S WEALTH MANAGEMENT INC.	$1.0M	38,631	+372	ADD
347	Diversified Trust Co	$1.0M	38,441	+349	ADD
348	Ameritas Advisory Services, LLC	$997K	38,166	−4,253	TRIM
349	RFG Advisory, LLC	$995K	38,106	−9,641	TRIM
350	Frank, Rimerman Advisors LLC	$990K	37,898	+153	ADD
351	Kepler Cheuvreux (Suisse) SA	$979K	37,482	+37,482	NEW
352	HIGHLAND CAPITAL MANAGEMENT, LLC	$969K	37,100	−900	TRIM
353	CIBC WORLD MARKET INC.	$967K	37,040	−79,968	TRIM
354	TWIN CAPITAL MANAGEMENT INC	$965K	36,957	−614	TRIM
355	TrueWealth Advisors, LLC	$962K	36,824	−5,076	TRIM
356	Aprio Wealth Management, LLC	$956K	36,583	−19,485	TRIM
357	Prosperity Consulting Group, LLC	$951K	36,426	+727	ADD
358	Bleakley Financial Group, LLC	$942K	36,047	−5,075	TRIM
359	MUFG Securities EMEA plc	$929K	35,585	−363	TRIM
360	WMG Financial Advisors, LLC	$925K	35,418	−13,425	TRIM
361	BALYASNY ASSET MANAGEMENT L.P.	$919K	35,173	−24,550	TRIM
362	Elevated Capital Advisors, LLC	$915K	35,044	+32,830	ADD
363	OXFORD ASSET MANAGEMENT LLP	$893K	34,199	+34,199	NEW
364	Mariner, LLC	$892K	34,222	−107,383	TRIM
365	Allianz Asset Management GmbH	$888K	34,012	+2,514	ADD
366	World Investment Advisors	$887K	33,966	+16,111	ADD
367	CHOREO, LLC	$887K	33,552	−2,475	TRIM
368	MGO ONE SEVEN LLC	$877K	33,592	+1,248	ADD
369	Prospera Financial Services Inc	$873K	33,430	−446	TRIM
370	Lombard Odier Asset Management (Switzerland) SA	$872K	33,400	+33,400	NEW
371	Forvis Mazars Wealth Advisors, LLC	$872K	33,395	−1	TRIM
372	SAGESPRING WEALTH PARTNERS, LLC	$872K	33,388	+7,358	ADD
373	Vise Technologies, Inc.	$869K	32,081	0	NO CHANGE
374	Jefferies Financial Group Inc.	$868K	33,223	−109,370	TRIM
375	Investment Research Partners LLC	$867K	33,203	+1,380	ADD
376	Invst, LLC	$856K	32,763	+32,763	NEW
377	OSSIAM	$854K	32,692	−171,314	TRIM
378	Saudi Central Bank	$845K	32,367	+32,367	NEW
379	Empirical Finance, LLC	$841K	32,185	−97	TRIM
380	Compound Planning, Inc.	$840K	32,156	+675	ADD
381	Numerai GP LLC	$839K	32,136	+32,136	NEW
382	Advisors Asset Management, Inc.	$838K	32,101	+7,848	ADD
383	Archer Investment Corp	$836K	31,998	0	NO CHANGE
384	Meeder Advisory Services, Inc.	$831K	31,808	−7,736	TRIM
385	FIL Ltd	$825K	31,571	−44,194	TRIM
386	Beacon Pointe Advisors, LLC	$819K	31,342	−18,553	TRIM
387	Sunburst Financial Group, LLC	$819K	31,342	−50	TRIM
388	Capital Investment Advisors, LLC	$815K	31,216	+2,461	ADD
389	BARR E S & CO	$810K	31,000	0	NO CHANGE
390	KEYBANK NATIONAL ASSOCIATION/OH	$808K	30,937	+11,238	ADD
391	Centennial Wealth Advisory LLC	$800K	30,640	+4,827	ADD
392	MONETA GROUP INVESTMENT ADVISORS LLC	$798K	30,534	+1,378	ADD
393	Systematic Alpha Investments, LLC	$774K	29,615	0	NO CHANGE
394	Apollon Wealth Management, LLC	$766K	29,312	+5,192	ADD
395	Sterling Capital Management LLC	$763K	29,219	−23,213	TRIM
396	Parallax Volatility Advisers, L.P.	$759K	26,772	−76,945	TRIM
397	Western Wealth Management, LLC	$758K	29,014	+29,014	NEW
398	JANE STREET GROUP, LLC	$758K	29,012	−265,093	TRIM
399	AXQ CAPITAL, LP	$757K	28,965	+28,965	NEW
400	TOKIO MARINE ASSET MANAGEMENT CO LTD	$756K	28,942	0	NO CHANGE
401	FIDELIS CAPITAL PARTNERS, LLC	$750K	28,715	−22,712	TRIM
402	LBMC INVESTMENT ADVISORS, LLC	$733K	28,075	+185	ADD
403	Advisory Alpha, LLC	$728K	27,865	+3,200	ADD
404	Gotham Asset Management, LLC	$727K	27,851	+7,346	ADD
405	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$725K	27,775	−243	TRIM
406	Private Advisor Group, LLC	$725K	27,741	+1,423	ADD
407	XML Financial, LLC	$723K	27,675	0	NO CHANGE
408	Callan Family Office, LLC	$721K	27,599	−2,796	TRIM
409	Dai-ichi Life Insurance Company, Ltd	$715K	27,382	0	NO CHANGE
410	QUADRANT CAPITAL GROUP LLC	$712K	27,272	+2,185	ADD
411	Plancorp, LLC	$704K	25,614	+15	ADD
412	denkapparat Operations GmbH	$702K	26,866	−9,624	TRIM
413	Qtron Investments LLC	$690K	26,400	+2,199	ADD
414	Graham Capital Management, L.P.	$689K	26,388	+5,089	ADD
415	HANCOCK WHITNEY CORP	$686K	24,117	+24,117	NEW
416	Resonant Capital Advisors, LLC	$684K	25,952	+801	ADD
417	MUFG SECURITIES AMERICAS INC.	$682K	26,102	+435	ADD
418	LJI Wealth Management, LLC	$678K	25,940	0	NO CHANGE
419	Hennion & Walsh Asset Management, Inc.	$677K	25,933	+2,623	ADD
420	Verdence Capital Advisors LLC	$676K	25,884	−3,269	TRIM
421	Hardy Reed LLC	$676K	25,883	0	NO CHANGE
422	Meiji Yasuda Asset Management Co Ltd.	$673K	25,768	+7,880	ADD
423	North Dakota State Investment Board	$668K	25,561	−5,254	TRIM
424	GTS SECURITIES LLC	$663K	25,391	+15,593	ADD
425	Twin Lakes Capital Management, LLC	$661K	25,291	−2,771	TRIM
426	Vectors Research Management, LLC	$654K	25,039	+39	ADD
427	COURIER CAPITAL LLC	$653K	25,000	0	NO CHANGE
428	Procyon Advisors, LLC	$650K	24,880	+24,880	NEW
429	Metis Global Partners, LLC	$649K	24,830	−3,169	TRIM
430	Caprock Group, LLC	$645K	24,320	+7,496	ADD
431	Capital Wealth Planning, LLC	$641K	24,537	−8,052	TRIM
432	TECTONIC ADVISORS LLC	$641K	24,534	−2,077	TRIM
433	GREENWOOD GEARHART LLC	$640K	24,520	0	NO CHANGE
434	Equitable Holdings, Inc.	$637K	23,918	+10,174	ADD
435	BHK Investment Advisors, LLC	$631K	24,174	−2,583	TRIM
436	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$630K	24,128	+24,128	NEW
437	Plan A Wealth LLC	$623K	23,857	+703	ADD
438	RITHOLTZ WEALTH MANAGEMENT	$622K	23,808	+2,296	ADD
439	VIAWEALTH, LLC	$620K	23,723	0	NO CHANGE
440	Plato Investment Management Ltd	$618K	23,648	0	NO CHANGE
441	SECURIAN ASSET MANAGEMENT, INC	$615K	23,547	−296	TRIM
442	Koshinski Asset Management, Inc.	$613K	23,466	+641	ADD
443	TD Waterhouse Canada Inc.	$603K	22,923	+18,825	ADD
444	Checchi Capital Advisers, LLC	$603K	23,083	+2,729	ADD
445	MANNING & NAPIER ADVISORS LLC	$601K	23,020	−3,184	TRIM
446	SIGNATUREFD, LLC	$600K	22,968	+1,651	ADD
447	Bayesian Capital Management, LP	$598K	22,900	+22,900	NEW
448	Fairvoy Private Wealth, LLC	$597K	22,846	+74	ADD
449	NOMURA HOLDINGS INC	$594K	22,731	−1,214	TRIM
450	Banque Transatlantique SA	$591K	22,637	+22,637	NEW
451	MONTAG A & ASSOCIATES INC	$591K	22,398	−380	TRIM
452	Snowden Capital Advisors LLC	$587K	22,224	+1,863	ADD
453	OpenArc Corporate Advisory, LLC	$585K	22,390	+601	ADD
454	Community Financial Services Group, LLC	$585K	22,198	+22,198	NEW
455	Banque Cantonale Vaudoise	$578K	22,121	−8,425	TRIM
456	Prudent Man Advisors, LLC	$578K	22,124	+7,455	ADD
457	FIDUCIARY TRUST CO	$574K	21,973	+21,973	NEW
458	Fiduciary Group, LLC	$572K	21,917	0	NO CHANGE
459	LVW Advisors, LLC	$571K	21,842	+3,450	ADD
460	Engineers Gate Manager LP	$569K	21,800	−28,435	TRIM
461	Headlands Technologies LLC	$567K	21,711	+21,711	NEW
462	Meiji Yasuda Life Insurance Co	$559K	21,400	+21,400	NEW
463	Independent Advisor Alliance	$558K	21,344	−1,665	TRIM
464	HUB Investment Partners, LLC	$557K	21,339	+10,441	ADD
465	BankPlus Trust Department	$541K	20,708	−1,481	TRIM
466	Dorsey & Whitney Trust CO LLC	$538K	20,612	+126	ADD
467	Signal Advisors Wealth, LLC	$534K	20,432	+10,387	ADD
468	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$529K	20,266	0	NO CHANGE
469	NorthCrest Asset Manangement, LLC	$526K	19,878	−77	TRIM
470	HBK Sorce Advisory LLC	$526K	19,041	−1,472	TRIM
471	GREENLEAF TRUST	$520K	19,919	+245	ADD
472	Frec Markets, Inc.	$515K	19,701	+11,843	ADD
473	Trivium Point Advisory, LLC	$505K	19,339	−1,896	TRIM
474	Arista Wealth Management, LLC	$503K	19,251	0	NO CHANGE
475	Belleair Asset Management, LLC	$501K	19,189	0	NO CHANGE
476	Norris Financial Group, LLC	$501K	19,163	—	NO PRIOR
477	SAPIENT CAPITAL LLC	$499K	18,821	−10,403	TRIM
478	GC Wealth Management RIA, LLC	$499K	19,085	+3,004	ADD
479	Smartleaf Asset Management LLC	$498K	19,722	+1,723	ADD
480	Cape Investment Advisory, Inc.	$494K	18,917	+7,092	ADD
481	BOOTHBAY FUND MANAGEMENT, LLC	$494K	18,911	−316	TRIM
482	Larson Financial Group LLC	$490K	18,776	+135	ADD
483	IAMS WEALTH MANAGEMENT, LLC	$488K	18,691	+3,854	ADD
484	Gallagher Fiduciary Advisors, LLC	$487K	18,648	+156	ADD
485	Keel Point, LLC	$486K	18,603	+6,622	ADD
486	Lido Advisors, LLC	$483K	18,338	−7,421	TRIM
487	ATWOOD & PALMER INC	$483K	18,500	0	NO CHANGE
488	BCS Wealth Management	$482K	18,455	−18,491	TRIM
489	TWINBEECH CAPITAL LP	$479K	18,321	+18,321	NEW
490	DELTA ASSET MANAGEMENT LLC/TN	$471K	18,034	0	NO CHANGE
491	Expressive Wealth LLC	$464K	16,435	−1,099	TRIM
492	Aspen Wealth Management LLC	$461K	17,664	+171	ADD
493	Visionary Wealth Advisors	$455K	17,408	−476	TRIM
494	NewEdge Wealth, LLC	$452K	17,318	−3,730	TRIM
495	Security National Bank	$451K	17,250	+101	ADD
496	Sowell Financial Services LLC	$450K	17,243	−1,642	TRIM
497	UPTICK PARTNERS, LLC	$445K	17,044	−140	TRIM
498	MERIDIAN MANAGEMENT CO	$444K	17,011	−469	TRIM
499	Glenview Trust Co	$437K	16,735	+32	ADD
500	MEITAV INVESTMENT HOUSE LTD	$434K	16,597	−3,414	TRIM

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

Congress ↔ notable managers · RF

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: 2 Tudor Investment Corp, Gotham Asset Management $17.5M held
Trimming: 1 Bridgewater Associates $4.8M held

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

Merged timeline of congressional filings and notable-manager moves on RF
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	ADD	+481,754 sh
2026-05-15	Gotham Asset Management 13F	ADD	+7,346 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−633,343 sh

3 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

8 members of Congress disclosed RF — 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).