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 ↗

ROPER TECHNOLOGIES INC · COM · quarter ended 2026-03-31 · 15 members disclosed ROP ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 883 holders are listed, largest first
883
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$30.8B
holders whose share count rose or who opened the position (new + add), by shares
405
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
212
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of ROP ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$3.4B9,479,965+278,318ADD
2WINDACRE PARTNERSHIP LLC$2.7B7,498,000+4,401,900ADD
3VANGUARD CAPITAL MANAGEMENT LLC$2.4B6,808,132—NO PRIOR
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B5,808,518—NO PRIOR
5STATE STREET CORP$1.8B5,137,848+45,843ADD
6DODGE & COX$1.2B3,343,694+3,343,694NEW
7GEODE CAPITAL MANAGEMENT, LLC$989M2,801,416+159,843ADD
8WELLINGTON MANAGEMENT GROUP LLP$944M2,667,069+2,060,245ADD
9Invesco Ltd.$776M2,194,245+332,270ADD
10HARRIS ASSOCIATES L P$612M1,729,546+1,729,546NEW
11MORGAN STANLEY$562M1,587,357−1,788,910TRIM
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$474M1,339,710+903,223ADD
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$456M1,288,547+277,563ADD
14FLOSSBACH VON STORCH SE$447M1,263,603+118,768ADD
15AKRE CAPITAL MANAGEMENT LLC$445M1,257,232+152,079ADD
16PRINCIPAL FINANCIAL GROUP INC$409M1,155,870−1,192,656TRIM
17D. E. Shaw & Co., Inc.$408M1,154,318−8,450TRIM
18NORTHERN TRUST CORP$369M1,042,457+1,699ADD
19AQR CAPITAL MANAGEMENT LLC$342M972,398+200,051ADD
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$285M804,149+31,381ADD
21Legal & General Group Plc$239M676,775−47,025TRIM
22Bank of New York Mellon Corp$234M661,024+40,492ADD
23ALLIANCEBERNSTEIN L.P.$232M521,897−293,751TRIM
24MANUFACTURERS LIFE INSURANCE COMPANY, THE$231M651,975+216,741ADD
25FRANKLIN RESOURCES INC$230M650,992−607,048TRIM
26VANGUARD FIDUCIARY TRUST CO$211M597,239—NO PRIOR
27FIRST TRUST ADVISORS LP$205M579,343+103,306ADD
28ProShare Advisors LLC$203M574,548+58,441ADD
29DIMENSIONAL FUND ADVISORS LP$203M574,473+11,184ADD
30CIBC Bancorp USA Inc.$197M556,978—NO PRIOR
31BANK OF AMERICA CORP /DE/$196M555,287−19,102TRIM
32Corient Private Wealth LLC$176M496,095−977,763TRIM
33Amundi$159M449,593+117,521ADD
34UBS Group AG$155M437,727+117,673ADD
35Nuveen, LLC$147M415,637−514,276TRIM
36BANK OF MONTREAL /CAN/$139M392,341+33,186ADD
37FMR LLC$138M391,270−96TRIM
38BARCLAYS PLC$137M387,110−67,696TRIM
39WELLS FARGO & COMPANY/MN$132M372,901+41,934ADD
40MACKENZIE FINANCIAL CORP$127M359,119−441,094TRIM
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$126M355,819−196,792TRIM
42DEUTSCHE BANK AG\$122M343,476+44,354ADD
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$116M327,565+114,927ADD
44CITIGROUP INC$113M318,160+137,515ADD
45Swiss National Bank$112M315,900+21,000ADD
46OpenArc Corporate Advisory, LLC$110M311,720−514,032TRIM
47NZS Capital, LLC$102M289,295+62,980ADD
48Sumitomo Mitsui Trust Group, Inc.$99.5M281,190−11,616TRIM
49JUPITER ASSET MANAGEMENT LTD$93.3M268,402+232,896ADD
50Mitsubishi UFJ Asset Management Co., Ltd.$93.0M262,846−969,569TRIM
51Vanguard Global Advisers, LLC$89.1M251,658—NO PRIOR
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$87.8M248,003−40,725TRIM
53RAYMOND JAMES FINANCIAL INC$80.8M228,430−8,215TRIM
54SCHWARTZ INVESTMENT COUNSEL INC$75.1M212,200+20,500ADD
55RHUMBLINE ADVISERS$74.6M210,830+6,034ADD
56Woodline Partners LP$74.1M209,275−2,143TRIM
57HSBC HOLDINGS PLC$73.7M208,415−486,819TRIM
58Douglass Winthrop Advisors, LLC$72.9M205,930−152TRIM
59Clear Harbor Asset Management, LLC$66.8M188,830−3,007TRIM
60BAMCO INC /NY/$65.9M186,159−21,278TRIM
61National Pension Service$65.2M184,247+184,247NEW
62VANGUARD ASSET MANAGEMENT, Ltd$65.2M184,241—NO PRIOR
63WELCH & FORBES LLC$63.7M180,120−14,343TRIM
64TD ASSET MANAGEMENT INC$62.2M175,762+18,380ADD
65BNP Paribas Asset Management Holding S.A.$57.8M163,217−8,033TRIM
66Capco Asset Management, LLC$53.2M150,297+40,185ADD
67Dixon Mitchell Investment Counsel Inc.$51.8M146,385−1,019TRIM
68Gotham Asset Management, LLC$51.7M146,197+79,154ADD
69ROYAL BANK OF CANADA$48.8M138,020−186,965TRIM
70Guinness Asset Management LTD$48.7M137,733+28,245ADD
71COMPASS CAPITAL MANAGEMENT, INC$48.5M137,139+18,410ADD
72EULAV Asset Management$48.0M135,6690NO CHANGE
73NOMURA ASSET MANAGEMENT CO LTD$47.9M135,284+23,835ADD
74Vest Financial, LLC$46.8M132,318+32,702ADD
75GFI Investment Counsel Ltd.$45.2M127,720−9,400TRIM
76ZWJ INVESTMENT COUNSEL INC$44.1M124,759+51,198ADD
77Universal- Beteiligungs- und Servicegesellschaft mbH$44.1M124,244−37,299TRIM
78Manitou Investment Management Ltd.$43.2M122,183+42,017ADD
79BLAIR WILLIAM & CO/IL$43.0M121,381+77,803ADD
80Camrose Capital Investment Partners LLP$42.0M118,606+6,106ADD
81NATIONAL BANK OF CANADA /FI/$40.2M113,703−26,959TRIM
82JOHNSON INVESTMENT COUNSEL INC$40.2M113,496−39,033TRIM
83CRAWFORD INVESTMENT COUNSEL INC$40.1M113,192+16,963ADD
84Cerity Partners LLC$39.6M111,973−18,988TRIM
85Grantham, Mayo, Van Otterloo & Co. LLC$39.6M111,931+111,931NEW
86MILLENNIUM MANAGEMENT LLC$39.5M111,735−91,925TRIM
87NEW YORK STATE COMMON RETIREMENT FUND$39.3M110,957−2,600TRIM
88CITADEL ADVISORS LLC$39.1M110,512−36,596TRIM
89NICHOLAS COMPANY, INC.$38.8M109,535+29,160ADD
90ROYAL LONDON ASSET MANAGEMENT LTD$38.5M108,685−8,008TRIM
91APG Asset Management N.V.$38.2M124,292−8,991TRIM
92PRUDENTIAL FINANCIAL INC$37.2M105,169+39,325ADD
93FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$36.0M101,678+37,750ADD
94ENVESTNET ASSET MANAGEMENT INC$35.2M99,395−116,308TRIM
95EVENTIDE ASSET MANAGEMENT, LLC$33.8M95,661−88,505TRIM
96ADAGE CAPITAL PARTNERS GP, L.L.C.$33.8M95,501−27,830TRIM
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$33.8M95,468+794ADD
98Clarkston Capital Partners, LLC$33.4M94,427+89,327ADD
99AVIVA PLC$32.8M92,772+2,700ADD
100Ensign Peak Advisors, Inc$32.2M91,085−32,631TRIM
101Wishbone Management, LP$31.8M90,000+90,000NEW
102Chevy Chase Trust Holdings, LLC$31.0M87,684−7,601TRIM
103Quantinno Capital Management LP$30.4M85,887+14,519ADD
104VICTORY CAPITAL MANAGEMENT INC$29.2M82,628−3,743TRIM
105Focus Partners Wealth$28.9M81,637−52,756TRIM
106STOREBRAND ASSET MANAGEMENT AS$28.6M80,882—NO PRIOR
107AMERIPRISE FINANCIAL INC$27.4M77,525−54,607TRIM
108DAVIS R M INC$27.2M76,879−6,293TRIM
109KLP KAPITALFORVALTNING AS$26.6M75,150+17,080ADD
110Swedbank AB$26.5M75,008−1,057,841TRIM
111Robeco Schweiz AG$26.5M74,801+11,341ADD
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$26.1M74,662+3,806ADD
113FIL Ltd$26.0M73,606−22,161TRIM
114MASSACHUSETTS FINANCIAL SERVICES CO /MA/$25.8M61,954−10,420TRIM
115SEI INVESTMENTS CO$25.7M72,717−9,316TRIM
116Squarepoint Ops LLC$25.6M72,204−233,427TRIM
117NEOS Investment Management LLC$25.2M71,348+12,019ADD
118JANE STREET GROUP, LLC$25.0M70,642+66,437ADD
119Applied Finance Capital Management, LLC$24.3M68,589+11,047ADD
120KEYBANK NATIONAL ASSOCIATION/OH$24.0M67,827−15,316TRIM
121Boston Partners$22.3M62,970−2,624TRIM
122CIBC Asset Management Inc$21.7M61,257−5,921TRIM
123Schonfeld Strategic Advisors LLC$21.2M59,920+41,429ADD
124Mirae Asset Global Investments Co., Ltd.$21.2M59,867+6,769ADD
125STATE OF WISCONSIN INVESTMENT BOARD$21.1M59,543+1,902ADD
126Baird Financial Group, Inc.$20.9M59,092+59,092NEW
127LPL Financial LLC$20.7M58,499−13,598TRIM
128VILLERE ST DENIS J & CO LLC$20.5M58,017−2,528TRIM
129DANSKE BANK A/S$20.5M57,841+2,272ADD
130Rafferty Asset Management, LLC$20.3M57,336−3,973TRIM
131Resona Asset Management Co.,Ltd.$20.2M57,025+2,195ADD
132Pictet Asset Management Holding SA$20.0M56,603−477,374TRIM
133Distillate Capital Partners LLC$19.1M54,107+20,701ADD
134Vanguard Investments Australia, Ltd.$19.0M53,674—NO PRIOR
135BLI - Banque de Luxembourg Investments$19.0M42,851+42,851NEW
136Allianz Asset Management GmbH$18.2M51,354−181,023TRIM
137CREDIT AGRICOLE S A$18.2M51,306−15,454TRIM
138Zurcher Kantonalbank (Zurich Cantonalbank)$17.8M50,355+50,355NEW
139Creative Planning$17.8M50,207+25,785ADD
140Tredje AP-fonden$17.4M49,123−38,220TRIM
141TORONTO DOMINION BANK$17.4M49,031−19,993TRIM
142Asset Management One Co., Ltd.$17.1M48,273−1,079TRIM
143Korea Investment CORP$15.5M43,783−23,070TRIM
144Empire Life Investments Inc.$15.2M42,688−2,829TRIM
145ING GROEP NV$15.1M42,711−89,859TRIM
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.1M42,675−5,151TRIM
147MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$14.8M41,945+546ADD
148Running Oak Capital LLC$14.7M41,657+18,222ADD
149BALYASNY ASSET MANAGEMENT L.P.$14.4M40,610+38,868ADD
150Rempart Asset Management Inc.$14.2M40,147−2,303TRIM
151GREENLEAF TRUST$14.0M39,681+2,047ADD
152Union Bancaire Privee, UBP SA$14.0M43,305−16,542TRIM
153NORTH STAR ASSET MANAGEMENT INC$13.7M38,834+2,517ADD
1541832 Asset Management L.P.$13.4M37,731+1,775ADD
155NATIXIS$13.3M37,721−55,360TRIM
156Mariner, LLC$13.3M37,556−34,402TRIM
157ROCKLAND TRUST CO$13.2M37,255−3,202TRIM
158HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.0M36,675−3,535TRIM
159FARMERS & MERCHANTS INVESTMENTS INC$12.8M36,092+1,161ADD
160Evercore Wealth Management, LLC$12.6M35,693−3,178TRIM
161DF DENT & CO INC$12.6M35,563−5,638TRIM
162State of New Jersey Common Pension Fund D$12.3M34,6610NO CHANGE
163IEQ CAPITAL, LLC$12.2M34,571−14,974TRIM
164Smith Salley Wealth Management$12.0M33,980+321ADD
165US BANCORP \DE\$11.9M33,765−13,608TRIM
166NOVARE CAPITAL MANAGEMENT LLC$11.8M33,313−5,043TRIM
167NISA INVESTMENT ADVISORS, LLC$11.7M33,144+177ADD
168PYA Waltman Capital, LLC$11.4M32,279+16,497ADD
169Aberdeen Group plc$11.4M32,240+554ADD
170AMERICAN CENTURY COMPANIES INC$11.1M31,437−44,146TRIM
171FIFTH THIRD BANCORP$11.0M31,210+19,384ADD
172Doma Perpetual Capital Management LLC$10.7M30,330+30,330NEW
173FULLER & THALER ASSET MANAGEMENT, INC.$10.7M30,233+613ADD
174NISSAY ASSET MANAGEMENT CORP /JAPAN$10.6M29,857+281ADD
175STATE OF MICHIGAN RETIREMENT SYSTEM$10.5M29,711−400TRIM
176Glenview Trust Co$10.5M29,537−2,790TRIM
177Arizona State Retirement System$10.4M29,490−913TRIM
178Aquatic Capital Management LLC$10.4M29,303−43,507TRIM
179MATTERN CAPITAL MANAGEMENT, LLC$10.3M29,054+10,538ADD
180Czech National Bank$10.3M29,032+650ADD
181SouthState Bank Corp$10.1M28,649−5,723TRIM
182SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.0M28,336−8,068TRIM
183Rockefeller Capital Management L.P.$10.0M28,214−75,495TRIM
184Daiwa Securities Group Inc.$9.9M28,050+1,006ADD
185YOUSIF CAPITAL MANAGEMENT, LLC$9.7M27,285+1,498ADD
186MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.6M27,103−316TRIM
187KELLY LAWRENCE W & ASSOCIATES INC/CA$9.6M26,999−1,025TRIM
188STIFEL FINANCIAL CORP$9.5M26,929−13,328TRIM
189Dai-ichi Life Insurance Company, Ltd$9.4M26,559−2,816TRIM
190Van Hulzen Asset Management, LLC$9.2M25,944+12,889ADD
191Edgestream Partners, L.P.$9.2M25,912−3,239TRIM
192BROWN ADVISORY INC$9.0M25,432−5,789TRIM
193OMERS ADMINISTRATION Corp$8.8M24,9600NO CHANGE
194MetLife Investment Management, LLC$8.8M24,921−879TRIM
195COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.8M24,832−205TRIM
196DnB Asset Management AS$8.6M24,431+1,480ADD
197GUGGENHEIM CAPITAL LLC$8.6M24,313−6,520TRIM
198B. Metzler seel. Sohn & Co. AG$8.6M24,313+5,090ADD
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.5M25,213+632ADD
200SIRIOS CAPITAL MANAGEMENT L P$8.5M24,022−38,724TRIM
201Federation des caisses Desjardins du Quebec$8.2M23,202+733ADD
202UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.2M23,199+23,199NEW
203TWO SIGMA INVESTMENTS, LP$8.2M23,059−42,977TRIM
204Retirement Systems of Alabama$8.0M22,636−263TRIM
205Hyperion Capital Advisors LP$8.0M22,500+22,500NEW
206Cetera Investment Advisers$7.9M22,206+2,028ADD
207NORTH POINT PORTFOLIO MANAGERS CORP/OH$7.8M21,977−1,359TRIM
208PALISADE CAPITAL MANAGEMENT, LP$7.8M21,930−16,445TRIM
209SEB Asset Management AB$7.6M21,533—NO PRIOR
210BANK OF NOVA SCOTIA$7.6M21,367−29,573TRIM
211Inspire Investing, LLC$7.5M21,194+9,717ADD
212GROUPAMA ASSET MANAGMENT$7.5M21,116+4,605ADD
213IFM Investors Pty Ltd$7.4M21,040+672ADD
214MARTINGALE ASSET MANAGEMENT L P$7.4M20,823−19,902TRIM
215Lido Advisors, LLC$7.3M20,765−8,713TRIM
216UniSuper Management Pty Ltd$7.2M20,406−912TRIM
217Jasper Ridge Partners, L.P.$7.1M20,0010NO CHANGE
218XTX Topco Ltd$7.1M19,992+19,313ADD
219GHP Investment Advisors, Inc.$7.1M19,985−280TRIM
220USS Investment Management Ltd$7.1M19,935+1,929ADD
221XPONANCE LLC$7.0M19,897+2,437ADD
222TEACHER RETIREMENT SYSTEM OF TEXAS$6.8M19,169−44,430TRIM
223NOMURA HOLDINGS INC$6.8M19,142−3,651TRIM
224PARSONS CAPITAL MANAGEMENT INC/RI$6.7M19,028+8,922ADD
225PUBLIC SECTOR PENSION INVESTMENT BOARD$6.7M18,951+3,043ADD
226LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.7M18,918+199ADD
227Aristotle Atlantic Partners, LLC$6.5M18,325−14,505TRIM
228Guinness Atkinson Asset Management Inc$6.4M18,169+4,363ADD
229Swiss Life Asset Management Ltd$6.4M17,971+3,496ADD
230Marks Group Wealth Management, Inc$6.2M17,496+9,205ADD
231CWM, LLC$6.2M17,484−10,482TRIM
232Utah Retirement Systems$6.2M17,452−290TRIM
233Eurizon Capital SGR S.p.A.$6.1M17,226−1,736TRIM
234COMMONWEALTH EQUITY SERVICES, LLC$6.1M17,145+7ADD
235VOYA INVESTMENT MANAGEMENT LLC$6.0M17,047−58,996TRIM
236Delta Investment Management, LLC$6.0M17,036+11,410ADD
237CIBC WORLD MARKET INC.$6.0M16,986−7,524TRIM
238MERCER GLOBAL ADVISORS INC /ADV$6.0M16,868+240ADD
239BAHL & GAYNOR INC$5.9M16,794−15TRIM
240M&T BANK CORP$5.9M16,615−2,159TRIM
241Pathstone Holdings, LLC$5.8M16,443+1,776ADD
242Cresset Asset Management, LLC$5.7M16,183+8,515ADD
243Hamilton Point Investment Advisors, LLC$5.7M16,086+53ADD
244NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.6M15,818+219ADD
245LEVEL FOUR ADVISORY SERVICES, LLC$5.6M15,808+7,392ADD
246PRUDENTIAL PLC$5.6M15,7770NO CHANGE
247Tidal Investments LLC$5.5M15,435+2,361ADD
248Sumitomo Mitsui DS Asset Management Company, Ltd$5.4M15,361+33ADD
249BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.2M14,834−4,260TRIM
250WORLDQUANT MILLENNIUM ADVISORS LLC$5.2M14,586−231,559TRIM
251Mitsubishi UFJ Trust & Banking Corp$5.1M14,511−15,578TRIM
252Ethic Inc.$5.1M14,384+4,563ADD
253Vanguard Personalized Indexing Management, LLC$5.1M14,379+1,621ADD
254Beacon Pointe Advisors, LLC$5.1M14,315+10,087ADD
255Robeco Institutional Asset Management B.V.$5.0M14,090−51,713TRIM
256EASTERN BANK$5.0M14,088+13,999ADD
257Triad Investment Management$4.9M13,786+1,642ADD
258FIRST NATIONAL BANK OF OMAHA$4.8M13,577−309TRIM
259Candriam S.C.A.$4.8M13,446−15,980TRIM
260Blackstone Inc.$4.6M13,133+13,133NEW
261STEPHENS INC /AR/$4.5M12,742−1,952TRIM
262Evelyn Partners Investment Management LLP$4.5M12,717−44,426TRIM
263Curi Capital, LLC$4.5M12,698+400ADD
264Morningstar Investment Management LLC$4.5M12,615+4,159ADD
265Waverly Advisors, LLC$4.3M12,252−1,133TRIM
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.3M12,238−77TRIM
267Connor, Clark & Lunn Investment Management Ltd.$4.3M12,100+5,896ADD
268SHELTON CAPITAL MANAGEMENT$4.3M12,066−800TRIM
269NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.2M11,993+11,993NEW
270Dash Acquisitions Inc.$4.2M11,760+964ADD
271ABN AMRO INVESTMENT SOLUTIONS$4.1M11,517−826TRIM
272Martin Investment Management, LLC$4.1M11,508+247ADD
273AGF MANAGEMENT LTD$4.0M11,388+4,928ADD
274Sequoia Financial Advisors, LLC$4.0M11,311−89TRIM
275Janus Henderson Group Ltd.$4.0M11,245−650TRIM
276Numerai GP LLC$3.9M11,145+1,109ADD
277O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M11,003+1,803ADD
278NORDEA INVESTMENT MANAGEMENT AB$3.9M11,135+416ADD
279Wealthfront Advisers LLC$3.9M10,949−2,188TRIM
280JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M10,894+10,894NEW
281OP Asset Management Ltd$3.9M10,881—NO PRIOR
282Empowered Funds, LLC$3.8M10,791+10,791NEW
283HighTower Advisors, LLC$3.7M10,445−4,270TRIM
284FIDUCIARY TRUST CO$3.7M10,432−948TRIM
285OSAIC HOLDINGS, INC.$3.6M10,262−979TRIM
286TD Waterhouse Canada Inc.$3.6M10,207+458ADD
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.6M10,231−1,612TRIM
288Norinchukin Bank, The$3.6M10,184+155ADD
289SFE Investment Counsel$3.5M10,001−534TRIM
290PATTON ALBERTSON MILLER GROUP, LLC$3.5M9,900−432TRIM
291Covea Finance$3.5M9,828−10,652TRIM
292Parcion Private Wealth LLC$3.4M9,614+8,814ADD
293MARCO INVESTMENT MANAGEMENT LLC$3.4M9,581+282ADD
294Machina Capital S.A.S.$3.3M9,400−749TRIM
295Strong Tower Advisory Services$3.3M9,373+1,431ADD
296Summit Financial, LLC$3.3M9,282+3,333ADD
297Advisors Asset Management, Inc.$3.2M9,093+461ADD
298DE BURLO GROUP INC$3.2M8,985−22,600TRIM
299MACQUARIE GROUP LTD$3.2M8,986−15,053TRIM
300QUADRANT CAPITAL GROUP LLC$3.2M8,958+6,621ADD
301SCHRODER INVESTMENT MANAGEMENT GROUP$3.2M8,968−3,812TRIM
302Keel Point, LLC$3.1M8,847+959ADD
303CAPITAL CITY TRUST CO/FL$3.1M8,828−640TRIM
304Essex Financial Services, Inc.$3.0M8,613−167TRIM
305Nelson Capital Management, LLC$3.0M8,526−1,063TRIM
306Summit Trail Advisors, LLC$3.0M8,345+3,038ADD
307Red Door Wealth Management, LLC$2.9M8,303+123ADD
308COMMERCE BANK$2.9M8,287−75TRIM
309Tejara Capital Ltd$2.9M8,280+8,280NEW
310Jones Kertz & Associates, Inc.$2.9M8,272−10TRIM
311Palliser Capital (UK) Ltd$2.9M8,163+8,163NEW
312PROFUND ADVISORS LLC$2.8M7,885−2,222TRIM
313Jacobi Capital Management LLC$2.8M7,857+1,636ADD
314KENNEDY CAPITAL MANAGEMENT LLC$2.7M7,706−2,218TRIM
315Investment Management Corp of Ontario$2.7M7,696+400ADD
316Kestra Advisory Services, LLC$2.7M7,510−2,205TRIM
317B & T Capital Management DBA Alpha Capital Management$2.7M7,502+1,558ADD
318AlphaCore Capital LLC$2.6M7,336+452ADD
319Orion Porfolio Solutions, LLC$2.5M7,158−157TRIM
320TRUIST FINANCIAL CORP$2.5M7,121−13TRIM
321FULTON BANK, N.A.$2.5M6,981+300ADD
322Arax Advisory Partners$2.5M6,931+4,428ADD
323Signal Advisors Wealth, LLC$2.4M6,837+763ADD
324PENINSULA ASSET MANAGEMENT INC$2.4M6,826−470TRIM
325Delta Global Management LP$2.4M6,750+1,222ADD
326Town & Country Bank & Trust CO dba First Bankers Trust CO$2.3M6,639+696ADD
327Northwest & Ethical Investments L.P.$2.3M6,621−9,319TRIM
328Meiji Yasuda Asset Management Co Ltd.$2.3M6,557−6,489TRIM
329MIZUHO SECURITIES USA LLC$2.3M6,444−1,393TRIM
330Vestmark Advisory Solutions, Inc.$2.2M6,244+122ADD
331KCM INVESTMENT ADVISORS LLC$2.2M6,189+57ADD
332Merit Financial Group, LLC$2.2M6,151+1,417ADD
333E Fund Management Co., Ltd.$2.2M6,144—NO PRIOR
334HARTFORD INVESTMENT MANAGEMENT CO$2.2M6,095−154TRIM
335AZZAD ASSET MANAGEMENT INC /ADV$2.1M6,063+103ADD
336Sanctuary Advisors, LLC$2.1M5,900+108ADD
337TECTONIC ADVISORS LLC$2.0M5,713+1,074ADD
338Apollon Wealth Management, LLC$2.0M5,653−1,297TRIM
339Legacy Financial Strategies, LLC$2.0M5,582−49TRIM
340RKL Wealth Management LLC$2.0M5,540−324TRIM
341MAI Capital Management$1.9M5,508+753ADD
342Provident Investment Management, Inc.$1.9M5,5000NO CHANGE
343Maryland State Retirement & Pension System$1.9M5,3990NO CHANGE
344Crossmark Global Holdings, Inc.$1.9M5,390—NO PRIOR
345E. Ohman J:or Asset Management AB$1.9M5,3710NO CHANGE
346Birch Hill Investment Advisors LLC$1.9M5,367−2,536TRIM
347Cannell & Spears LLC$1.9M5,339−171TRIM
348MONTAG A & ASSOCIATES INC$1.9M5,281+620ADD
349Vident Advisory, LLC$1.9M5,231+989ADD
350HB Wealth Management, LLC$1.8M5,219+327ADD
351Aptus Capital Advisors, LLC$1.8M5,203−3,377TRIM
352Allspring Global Investments Holdings, LLC$1.8M5,014+154ADD
353CULLINAN ASSOCIATES INC$1.8M5,0000NO CHANGE
354PKO Investment Management Joint-Stock Co$1.8M5,000−5,000TRIM
355Ameritas Investment Partners, Inc.$1.8M4,952−1,180TRIM
356BFSG, LLC$1.7M4,870+515ADD
357ENCOMPASS WEALTH ADVISORS, LLC$1.7M4,739−1TRIM
358Vontobel Holding Ltd.$1.6M4,644−77,132TRIM
359PANAGORA ASSET MANAGEMENT INC$1.6M4,6210NO CHANGE
360MML INVESTORS SERVICES, LLC$1.6M4,546−2,807TRIM
361PEDDOCK CAPITAL ADVISORS, LLC$1.6M4,527−211TRIM
362World Investment Advisors$1.6M4,509−3,420TRIM
363PACES FERRY WEALTH ADVISORS, LLC$1.6M4,476−9TRIM
364BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.6M4,481−9,404TRIM
365Chicago Partners Investment Group LLC$1.6M4,341+283ADD
366DEARBORN PARTNERS LLC$1.6M4,440+3,305ADD
367Neumann Capital Management, LLC$1.6M4,399−36TRIM
368EntryPoint Capital, LLC$1.6M4,386+2,144ADD
369Evelyn Partners Investment Management Services Ltd$1.5M4,378−6,452TRIM
370MUFG Securities EMEA plc$1.5M4,370−122,007TRIM
371HUNTINGTON NATIONAL BANK$1.5M4,366+4,366NEW
372Callan Family Office, LLC$1.5M4,331+2,473ADD
373Focus Partners Advisor Solutions, LLC$1.5M4,319+2,121ADD
374DIVIDEND ASSETS CAPITAL, LLC$1.5M4,279−784TRIM
375Tower Research Capital LLC (TRC)$1.5M4,277−3,497TRIM
376Prospera Financial Services Inc$1.5M4,245+2,169ADD
377Aviso Financial Inc.$1.5M4,217+78ADD
378Abundance Wealth Counselors$1.5M4,207+1,131ADD
379BRIDGES INVESTMENT MANAGEMENT INC$1.5M4,193−30TRIM
380Metis Global Partners, LLC$1.5M4,152−404TRIM
381Nicholson Wealth Management Group, LLC$1.4M4,079+416ADD
382WBI INVESTMENTS, LLC$1.4M4,072+4,072NEW
383BALDWIN WEALTH PARTNERS LLC/MA$1.4M4,047−1,075TRIM
384Clearstead Advisors, LLC$1.4M4,039−159TRIM
385Annis Gardner Whiting Capital Advisors, LLC$1.4M4,034+863ADD
386Saudi Central Bank$1.4M3,973+3,973NEW
387NLB Skladi, upravljanje premozenja, d.o.o.$1.4M3,9690NO CHANGE
388CHOREO, LLC$1.3M3,804+979ADD
389Independent Advisor Alliance$1.3M3,776−12TRIM
390Global X Japan Co., Ltd.$1.3M3,725+416ADD
391Meeder Advisory Services, Inc.$1.3M3,658+1,002ADD
392Pinnacle Financial Partners, Inc.$1.3M3,616−403TRIM
393Empirical Finance, LLC$1.3M3,598−5TRIM
394RDA Financial Network$1.3M3,584−174TRIM
395LMR Partners LLP$1.3M3,557+3,557NEW
396Pine Valley Investments Ltd Liability Co$1.3M3,551−3,069TRIM
397Stratos Wealth Partners, LTD.$1.2M3,513+630ADD
398Atria Investments, Inc$1.2M3,504−3,625TRIM
399SIGMA INVESTMENT COUNSELORS INC$1.2M3,442−9,914TRIM
400TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M3,4370NO CHANGE
401NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M3,411−28TRIM
402Phoenix Financial Ltd.$1.2M3,509+418ADD
403Concurrent Investment Advisors, LLC$1.2M3,406−1,217TRIM
404Laird Norton Wetherby Trust Company, LLC$1.2M3,369−1,636TRIM
405Ashton Thomas Private Wealth, LLC$1.2M3,304+3,304NEW
406RWA WEALTH PARTNERS, LLC$1.2M3,298−688TRIM
407Plato Investment Management Ltd$1.2M3,270−3,209TRIM
408Boomfish Wealth Group, LLC$1.2M3,267+197ADD
409UNIVEST FINANCIAL Corp$1.1M3,222−8,926TRIM
410DAVIS-REA LTD.$1.1M3,216−6,456TRIM
411PARAGON CAPITAL MANAGEMENT INC$1.1M3,200+29ADD
412Strong Retirement Solutions LLC$1.1M3,196+1,356ADD
413GUARDIAN CAPITAL LP$1.1M3,155−3,950TRIM
414Dorsey & Whitney Trust CO LLC$1.1M3,144+183ADD
415&PARTNERS$1.1M3,106−286TRIM
416North Dakota State Investment Board$1.1M3,103−579TRIM
417GATEWAY INVESTMENT ADVISERS LLC$1.1M3,072+671ADD
418Silvant Capital Management LLC$1.1M3,064−4,794TRIM
419Atlantic Edge Private Wealth Management, LLC$1.1M3,047−47TRIM
420Sidoxia Capital Management, LLC$1.1M3,008—NO PRIOR
421UMB Bank, n.a.$1.1M2,980+184ADD
422Equitable Holdings, Inc.$1.0M2,608+920ADD
423MUFG SECURITIES AMERICAS INC.$1.0M2,950+50ADD
424Third View Private Wealth, LLC$1.0M2,932+226ADD
425SECURIAN ASSET MANAGEMENT, INC$1.0M2,9270NO CHANGE
426Atlantic Union Bankshares Corp$1.0M2,922−2,335TRIM
427Banque Cantonale Vaudoise$1.0M2,913+1,777ADD
428LaFleur & Godfrey LLC$1.0M2,913−94TRIM
429Trail Ridge Investment Advisors, LLC$1.0M2,9130NO CHANGE
430Assenagon Asset Management S.A.$1.0M2,905−101TRIM
431Cove Private Wealth, LLC$1.0M2,9000NO CHANGE
432Steward Partners Investment Advisory, LLC$1.0M2,871+518ADD
433First National Advisers, LLC$1.0M2,869−46TRIM
434BEACON INVESTMENT ADVISORY SERVICES, INC.$1.0M2,8590NO CHANGE
435Generali Asset Management SPA SGR$996K2,816−2,295TRIM
436ASSETMARK, INC$988K2,791−8,949TRIM
437CFS Investment Advisory Services, LLC$982K2,710−277TRIM
438Headlands Technologies LLC$982K2,774−24,880TRIM
439Wilmington Savings Fund Society, FSB$978K2,763+874ADD
440Sigma Planning Corp$975K2,754+272ADD
441Fiduciary Group, LLC$970K2,741−146TRIM
442NICOLET BANKSHARES INC$958K2,702+2,702NEW
443Encompass More Asset Management$951K2,687+1,820ADD
444Concentric Capital Strategies, LP$950K2,684+2,684NEW
445GC Wealth Management RIA, LLC$940K2,656−1,506TRIM
446Dynamic Advisor Solutions LLC$937K2,648−7,107TRIM
447BOOTHBAY FUND MANAGEMENT, LLC$925K2,613+927ADD
448SBI Okasan Asset Management Co.Ltd.$915K2,6000NO CHANGE
449Brooklyn Investment Group$911K2,574+906ADD
450Ascent Group, LLC$899K2,540−303TRIM
451INTECH INVESTMENT MANAGEMENT LLC$898K2,538−7,617TRIM
452EADS & HEALD WEALTH MANAGEMENT$891K2,519+196ADD
453Vise Technologies, Inc.$872K1,9590NO CHANGE
454Portfolio Design Labs, LLC$871K2,461+21ADD
455Abacus Planning Group, Inc.$870K2,458+13ADD
456IAMS WEALTH MANAGEMENT, LLC$869K2,456+704ADD
457NewEdge Advisors, LLC$842K2,379+2,379NEW
458AIA Group Ltd$814K2,299+2,299NEW
459HM PAYSON & CO$798K2,256−5TRIM
460Meridian Financial Partners LLC$798K2,223+30ADD
461Jefferies Financial Group Inc.$792K2,238+1,629ADD
462ASR Vermogensbeheer N.V.$782K2,211+15ADD
463Investment Research Partners LLC$781K2,206+150ADD
464SAWGRASS ASSET MANAGEMENT LLC$774K2,188−68TRIM
465ALLIANZ SE$761K2,150+290ADD
466Choate Investment Advisors$755K2,135−157TRIM
467PFG Investments, LLC$752K2,126+187ADD
468Blackhawk Capital Partners, LLC$749K2,118+2,118NEW
469Composition Wealth, LLC$739K2,088−56TRIM
470COLDSTREAM CAPITAL MANAGEMENT INC$737K2,083+533ADD
471Newman Dignan & Sheerar, Inc.$726K2,050−70TRIM
472M&G Plc$724K2,046+2,046NEW
473SAGESPRING WEALTH PARTNERS, LLC$712K2,013+1,385ADD
474DUDLEY & SHANLEY, INC.$708K2,000−15,455TRIM
475TrueWealth Advisors, LLC$698K1,972−305TRIM
476Bull Harbor Capital LLC$690K1,949—NO PRIOR
477BALLAST ADVISORS LLC$687K1,942−115TRIM
478WealthPlan Investment Management, LLC$685K1,936−1,751TRIM
479Values First Advisors, Inc.$676K1,911−468TRIM
480BENJAMIN EDWARDS INC$675K1,909+286ADD
481CITIZENS FINANCIAL GROUP INC/RI$674K1,904+180ADD
482SIGNATUREFD, LLC$667K1,886+207ADD
483Caldwell Trust Co$666K1,881−823TRIM
484ICW Investment Advisors LLC$660K1,865+183ADD
485ARQ WEALTH ADVISORS, LLC$660K1,864+1,864NEW
486Ramsay, Stattman, Vela & Price, Inc.$657K1,856−155TRIM
487WRIGHT INVESTORS SERVICE INC$651K1,841+1,841NEW
488WEBSTER BANK, N. A.$647K1,827−140TRIM
489OPPENHEIMER & CO INC$644K1,819+97ADD
490Vectors Research Management, LLC$637K1,801+9ADD
491Plan A Wealth LLC$633K1,790+237ADD
492Frec Markets, Inc.$617K1,744+1,035ADD
493Varenne Capital Partners$616K1,734+1,734NEW
494Karani Asset Management LLC$615K1,737+447ADD
495Private Advisor Group, LLC$604K1,708−3,247TRIM
496ICICI Prudential Asset Management Co Ltd$603K1,705−22TRIM
497Allworth Financial LP$600K1,696+153ADD
498Turtle Creek Wealth Advisors, LLC$598K1,691+887ADD
499Expressive Wealth LLC$595K1,700+1,700NEW
500Krilogy Financial LLC$595K1,645+242ADD
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ROP

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
1 Gotham Asset Management $51.7M held
Trimming
1 Caxton Associates $228K held

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

Merged timeline of congressional filings and notable-manager moves on ROP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+79,154 sh
2026-05-14Caxton Associates 13FTRIM−123 sh

2 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

15 members of Congress disclosed ROP — 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).