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 ↗

SAP SE · SPON ADR · quarter ended 2026-03-31 · 16 members disclosed SAP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 595 holders are listed, largest first: 595
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $10.4B
holders whose share count rose or who opened the position (new + add), by shares: 313
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 143

Holders — quarter ended 2026-03-31

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

13F holders of SAP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	EAGLE CAPITAL MANAGEMENT LLC	$1.3B	7,848,603	+3,705,173	ADD
2	FMR LLC	$1.1B	6,581,080	−209,633	TRIM
3	Capital International Investors	$854M	5,011,856	+1,425,076	ADD
4	D. E. Shaw & Co., Inc.	$729M	4,256,672	+1,955,594	ADD
5	MORGAN STANLEY	$619M	3,616,017	−65,421	TRIM
6	WINDACRE PARTNERSHIP LLC	$473M	2,762,125	+311,000	ADD
7	BANK OF AMERICA CORP /DE/	$346M	2,018,383	+276,263	ADD
8	NORTHERN TRUST CORP	$245M	1,429,828	−71,730	TRIM
9	UBS Group AG	$236M	1,378,513	+1,054,165	ADD
10	BlackRock, Inc.	$197M	1,153,096	−69,519	TRIM
11	Quadrature Capital Ltd	$196M	1,147,405	+803,214	ADD
12	Tidal Investments LLC	$173M	1,024,724	+1,003,719	ADD
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$153M	894,797	+894,245	ADD
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$151M	880,212	+880,212	NEW
15	WCM INVESTMENT MANAGEMENT, LLC	$140M	833,584	−286,149	TRIM
16	Ruane, Cunniff & Goldfarb L.P.	$128M	749,909	+703,982	ADD
17	WELLS FARGO & COMPANY/MN	$122M	715,143	−1,083	TRIM
18	JANE STREET GROUP, LLC	$120M	702,777	+617,679	ADD
19	ROYAL BANK OF CANADA	$120M	701,895	−14,789	TRIM
20	ENVESTNET ASSET MANAGEMENT INC	$120M	701,062	−28,814	TRIM
21	PRINCIPAL FINANCIAL GROUP INC	$94.3M	550,531	+179,040	ADD
22	Connor, Clark & Lunn Investment Management Ltd.	$91.4M	533,732	+392,022	ADD
23	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$89.2M	520,926	+417,671	ADD
24	BRANDES INVESTMENT PARTNERS, LP	$79.7M	465,756	+236,302	ADD
25	CAUSEWAY CAPITAL MANAGEMENT LLC	$78.1M	456,005	+205,257	ADD
26	MENORA MIVTACHIM HOLDINGS LTD.	$77.7M	453,650	+453,650	NEW
27	TWO SIGMA INVESTMENTS, LP	$76.3M	445,436	+365,026	ADD
28	BROWN ADVISORY INC	$73.1M	427,152	+421,791	ADD
29	TD ASSET MANAGEMENT INC	$65.1M	380,246	−9,770	TRIM
30	CRAWFORD INVESTMENT COUNSEL INC	$63.9M	373,176	+6,294	ADD
31	HARDING LOEVNER LP	$61.5M	359,225	−27,668	TRIM
32	CITADEL ADVISORS LLC	$58.1M	339,207	+219,777	ADD
33	CIBC Bancorp USA Inc.	$54.9M	320,121	—	NO PRIOR
34	Aviso Financial Inc.	$51.1M	298,377	+11,511	ADD
35	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$47.4M	228,455	+18,733	ADD
36	FIRST TRUST ADVISORS LP	$45.7M	267,076	+22,222	ADD
37	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$43.9M	256,495	+256,495	NEW
38	RAYMOND JAMES FINANCIAL INC	$42.2M	246,552	−110,158	TRIM
39	NewEdge Advisors, LLC	$36.6M	213,482	+213,482	NEW
40	AMF Tjanstepension AB	$33.5M	195,895	+5,584	ADD
41	Clearbridge Investments, LLC	$32.4M	189,173	−354,748	TRIM
42	1832 Asset Management L.P.	$31.0M	180,926	−207	TRIM
43	SEI INVESTMENTS CO	$30.6M	178,975	−56,284	TRIM
44	BECKER CAPITAL MANAGEMENT INC	$29.7M	173,354	+1,309	ADD
45	DEPRINCE RACE & ZOLLO INC	$27.7M	161,950	+161,950	NEW
46	STIFEL FINANCIAL CORP	$26.8M	156,796	+2,068	ADD
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$26.5M	154,861	+13,905	ADD
48	HSBC HOLDINGS PLC	$26.4M	154,570	+151,428	ADD
49	Petrus Trust Company, LTA	$26.1M	152,542	0	NO CHANGE
50	AMERICAN CENTURY COMPANIES INC	$25.2M	147,164	+26,801	ADD
51	Quantinno Capital Management LP	$24.6M	143,889	+12,361	ADD
52	CIDEL ASSET MANAGEMENT INC	$24.6M	143,756	+15,854	ADD
53	Cerity Partners LLC	$23.9M	139,770	+15,371	ADD
54	TUDOR INVESTMENT CORP ET AL	$23.8M	138,812	+112,493	ADD
55	COERENTE CAPITAL MANAGEMENT	$23.6M	137,685	+21,630	ADD
56	Pathstone Holdings, LLC	$22.2M	129,408	+32,318	ADD
57	Creative Planning	$22.0M	128,571	+1,270	ADD
58	LPL Financial LLC	$21.6M	126,087	−820	TRIM
59	MARSICO CAPITAL MANAGEMENT LLC	$21.5M	125,302	+6,468	ADD
60	Y-Intercept (Hong Kong) Ltd	$21.0M	122,505	+122,505	NEW
61	Aberdeen Group plc	$20.4M	119,229	+119,229	NEW
62	Vident Advisory, LLC	$20.3M	118,425	+100,612	ADD
63	BANK OF MONTREAL /CAN/	$19.6M	114,420	−16,919	TRIM
64	Aquatic Capital Management LLC	$18.2M	106,141	+87,379	ADD
65	Capital International, Inc./CA/	$17.9M	104,811	+46,111	ADD
66	AQR CAPITAL MANAGEMENT LLC	$17.5M	102,239	+59,169	ADD
67	THORNBURG INVESTMENT MANAGEMENT INC	$17.4M	101,507	+82,269	ADD
68	Obermeyer Wealth Partners	$17.4M	101,445	−4,888	TRIM
69	Grantham, Mayo, Van Otterloo & Co. LLC	$17.3M	100,987	+24,538	ADD
70	US BANCORP \DE\	$16.8M	97,947	−10,558	TRIM
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$16.7M	97,589	+90,015	ADD
72	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.7M	91,591	−10,284	TRIM
73	HighTower Advisors, LLC	$15.5M	90,304	+7,988	ADD
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.4M	89,919	+49,055	ADD
75	Dash Acquisitions Inc.	$14.5M	81,128	+2,248	ADD
76	TB Capital Gestao de Recursos Ltda.	$13.3M	77,681	+77,681	NEW
77	Crossmark Global Holdings, Inc.	$13.1M	76,364	—	NO PRIOR
78	ASSETMARK, INC	$12.5M	73,292	+9,674	ADD
79	SCOTIA CAPITAL INC.	$12.3M	72,082	+903	ADD
80	WELLINGTON MANAGEMENT GROUP LLP	$11.7M	68,431	−217,779	TRIM
81	FORA Capital, LLC	$11.4M	66,690	+48,491	ADD
82	POLEN CAPITAL MANAGEMENT LLC	$11.4M	66,674	−166,658	TRIM
83	Value Partners Investments Inc.	$11.0M	63,946	+21,904	ADD
84	QRG CAPITAL MANAGEMENT, INC.	$10.5M	61,053	+2,112	ADD
85	NorthCrest Asset Manangement, LLC	$10.4M	60,802	−21,931	TRIM
86	DIMENSIONAL FUND ADVISORS LP	$10.3M	60,052	−12,640	TRIM
87	Hudson Bay Capital Management LP	$10.3M	60,000	+60,000	NEW
88	CAMBIAR INVESTORS LLC	$10.0M	58,401	+6,604	ADD
89	Alphadyne Asset Management LP	$9.9M	57,804	+57,804	NEW
90	Cetera Investment Advisers	$9.9M	57,722	−9,800	TRIM
91	Allspring Global Investments Holdings, LLC	$9.6M	56,207	−34,498	TRIM
92	MERCER GLOBAL ADVISORS INC /ADV	$9.6M	56,013	+1,879	ADD
93	Vestmark Advisory Solutions, Inc.	$9.1M	53,278	+10,155	ADD
94	OPPENHEIMER ASSET MANAGEMENT INC.	$8.9M	51,996	+3,878	ADD
95	Invesco Ltd.	$8.7M	50,838	+9,377	ADD
96	Foresight Global Investors, Inc.	$8.7M	50,825	+12,012	ADD
97	Mariner, LLC	$8.7M	50,740	+390	ADD
98	Guardian Partners Inc.	$8.6M	50,264	+654	ADD
99	Brooklyn Investment Group	$8.6M	50,190	+14,091	ADD
100	Vanguard Personalized Indexing Management, LLC	$8.4M	48,936	−2,741	TRIM
101	JENNISON ASSOCIATES LLC	$8.3M	48,323	−104,033	TRIM
102	Focus Partners Wealth	$8.2M	47,813	+4,694	ADD
103	Federation des caisses Desjardins du Quebec	$8.0M	47,010	+6,108	ADD
104	TD Waterhouse Canada Inc.	$8.0M	46,904	+42,926	ADD
105	TRUIST FINANCIAL CORP	$7.8M	45,774	+762	ADD
106	Callan Family Office, LLC	$7.6M	44,460	+2,825	ADD
107	Bulltick Wealth Management, LLC	$7.5M	43,998	+31,220	ADD
108	RWA WEALTH PARTNERS, LLC	$7.4M	43,461	+1,543	ADD
109	PEAK6 LLC	$7.2M	41,859	+41,859	NEW
110	&PARTNERS	$6.9M	40,244	+5,554	ADD
111	MML INVESTORS SERVICES, LLC	$6.4M	37,404	−21,888	TRIM
112	NAPLES GLOBAL ADVISORS, LLC	$6.3M	36,552	+5,596	ADD
113	Laird Norton Wetherby Trust Company, LLC	$6.1M	35,472	−1,079	TRIM
114	NATIONAL BANK OF CANADA /FI/	$5.9M	34,319	+2,473	ADD
115	Delta Investment Management, LLC	$5.7M	33,134	+33,134	NEW
116	Vise Technologies, Inc.	$5.6M	23,179	0	NO CHANGE
117	CIBC Asset Management Inc	$5.5M	32,559	+1,155	ADD
118	FULTON BREAKEFIELD BROENNIMAN LLC	$5.5M	31,993	−2,398	TRIM
119	CITIGROUP INC	$5.4M	31,405	−13,058	TRIM
120	HARBER ASSET MANAGEMENT LLC	$5.4M	31,268	+31,268	NEW
121	M&T BANK CORP	$5.3M	30,922	−10,442	TRIM
122	CIBC WORLD MARKET INC.	$5.1M	29,623	−39,727	TRIM
123	Sanctuary Advisors, LLC	$4.9M	28,476	−827	TRIM
124	Moran Wealth Management, LLC	$4.8M	27,971	+6,498	ADD
125	FRANKLIN RESOURCES INC	$4.7M	27,617	−15,761	TRIM
126	QUADRANT CAPITAL GROUP LLC	$4.7M	27,229	−5,254	TRIM
127	Walleye Trading LLC	$4.6M	27,154	+24,203	ADD
128	DEUTSCHE BANK AG\	$4.6M	27,060	−122,414	TRIM
129	Bleakley Financial Group, LLC	$4.6M	26,720	+3,709	ADD
130	Corient Private Wealth LLC	$4.6M	27,030	−47,156	TRIM
131	Rockefeller Capital Management L.P.	$4.5M	26,361	+4,190	ADD
132	LOWE BROCKENBROUGH & CO INC	$4.4M	25,991	−2,580	TRIM
133	RITHOLTZ WEALTH MANAGEMENT	$4.2M	24,472	−3,046	TRIM
134	Hollow Brook Wealth Management LLC	$4.2M	24,360	+5,310	ADD
135	NIA IMPACT ADVISORS, LLC	$4.1M	23,861	−649	TRIM
136	Skye Global Management LP	$4.0M	23,200	+23,200	NEW
137	OSAIC HOLDINGS, INC.	$3.9M	22,947	+5,820	ADD
138	Timber Creek Capital Management LLC	$3.9M	22,741	+1,243	ADD
139	Capital Investment Counsel, Inc	$3.8M	22,460	−200	TRIM
140	EAGLE GLOBAL ADVISORS LLC	$3.7M	21,410	−265	TRIM
141	Atria Investments, Inc	$3.6M	21,248	−1,290	TRIM
142	Walleye Capital LLC	$3.6M	20,919	−20,949	TRIM
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	81,248	+51,931	ADD
144	IEQ CAPITAL, LLC	$3.5M	20,399	+3,129	ADD
145	NewEdge Wealth, LLC	$3.5M	20,193	+1,316	ADD
146	SIGNATUREFD, LLC	$3.3M	19,563	−787	TRIM
147	Aperture Investors, LLC	$3.3M	19,441	0	NO CHANGE
148	FACTORY MUTUAL INSURANCE CO	$3.3M	19,324	0	NO CHANGE
149	DIVIDEND ASSETS CAPITAL, LLC	$3.3M	19,308	−1,366	TRIM
150	Naviter Wealth, LLC	$3.3M	19,113	+138	ADD
151	MILLENNIUM MANAGEMENT LLC	$3.3M	19,046	−378,278	TRIM
152	LAZARD ASSET MANAGEMENT LLC	$3.2M	18,554	+493	ADD
153	Sequoia Financial Advisors, LLC	$3.1M	18,091	+6,763	ADD
154	EVENTIDE ASSET MANAGEMENT, LLC	$3.1M	18,154	+6,033	ADD
155	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.1M	17,939	−467	TRIM
156	Prosperity Consulting Group, LLC	$3.1M	17,845	−807	TRIM
157	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$3.1M	17,840	+17,840	NEW
158	Journey Advisory Group, LLC	$3.0M	17,713	+16,068	ADD
159	EXENCIAL WEALTH ADVISORS, LLC	$2.9M	17,223	+4,780	ADD
160	Caprock Group, LLC	$2.9M	16,944	−1,051	TRIM
161	Squarepoint Ops LLC	$2.9M	16,732	+11,402	ADD
162	COMMONWEALTH EQUITY SERVICES, LLC	$2.8M	16,593	+1,416	ADD
163	JCIC Asset Management Inc.	$2.8M	16,378	+913	ADD
164	EVERGREEN CAPITAL MANAGEMENT LLC	$2.8M	16,275	−8,737	TRIM
165	ELEVATION POINT WEALTH PARTNERS, LLC	$2.8M	16,201	+12,598	ADD
166	Orion Porfolio Solutions, LLC	$2.8M	16,180	−14,945	TRIM
167	CHOREO, LLC	$2.7M	16,036	−1,637	TRIM
168	Lido Advisors, LLC	$2.7M	15,901	−7,188	TRIM
169	ALLIANCEBERNSTEIN L.P.	$2.7M	11,086	−9,416	TRIM
170	Select Equity Group, L.P.	$2.6M	15,393	+15,393	NEW
171	KEYBANK NATIONAL ASSOCIATION/OH	$2.6M	15,071	+6,427	ADD
172	Advisors Asset Management, Inc.	$2.6M	15,070	+783	ADD
173	HOWARD HUGHES MEDICAL INSTITUTE	$2.5M	14,868	+14,868	NEW
174	Pinnacle Financial Partners, Inc.	$2.5M	14,810	−732	TRIM
175	Capital World Investors	$2.5M	14,877	−8,591	TRIM
176	Atlantic Union Bankshares Corp	$2.5M	14,349	+2,418	ADD
177	Legacy Wealth Asset Management, LLC	$2.5M	14,340	+5,011	ADD
178	XTX Topco Ltd	$2.5M	14,326	+3,196	ADD
179	DARA CAPITAL US, INC.	$2.4M	14,304	+547	ADD
180	Nuveen, LLC	$2.4M	14,302	−231	TRIM
181	HB Wealth Management, LLC	$2.4M	14,030	+1,902	ADD
182	Qube Research & Technologies Ltd	$2.3M	13,566	−53,469	TRIM
183	BAILARD, INC.	$2.3M	13,307	−188	TRIM
184	Hennion & Walsh Asset Management, Inc.	$2.2M	13,122	+3,692	ADD
185	PRIMECAP MANAGEMENT CO/CA/	$2.2M	13,000	+2,000	ADD
186	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.2M	12,826	+8,193	ADD
187	SIG BROKERAGE, LP	$2.2M	12,571	+12,571	NEW
188	BENJAMIN EDWARDS INC	$2.1M	12,443	−1,094	TRIM
189	Acumen Wealth Advisors, LLC	$2.1M	12,387	−6,607	TRIM
190	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.1M	12,373	+44	ADD
191	Perigon Wealth Management, LLC	$2.1M	12,190	−3,711	TRIM
192	STATE STREET CORP	$2.1M	12,178	0	NO CHANGE
193	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2.1M	12,172	−1,252	TRIM
194	Aaron Wealth Advisors LLC	$2.1M	12,165	+1,839	ADD
195	PRINCIPAL SECURITIES, INC.	$2.1M	12,013	+1,069	ADD
196	Burkett Asset Management Ltd	$2.0M	11,590	+567	ADD
197	Alaethes Wealth, LLC	$1.9M	11,091	+128	ADD
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	10,950	+10,950	NEW
199	HANCOCK WHITNEY CORP	$1.9M	10,983	+8,938	ADD
200	Summit Trail Advisors, LLC	$1.9M	10,913	+8,350	ADD
201	GeoWealth Management, LLC	$1.9M	10,860	+4,109	ADD
202	Woodline Partners LP	$1.8M	10,768	+10,768	NEW
203	National Philanthropic Trust	$1.8M	10,269	—	NO PRIOR
204	Frank, Rimerman Advisors LLC	$1.7M	10,182	−31	TRIM
205	GC Wealth Management RIA, LLC	$1.7M	9,970	+3,859	ADD
206	Qtron Investments LLC	$1.7M	9,709	−2	TRIM
207	Twin Tree Management, LP	$1.6M	9,618	−20,276	TRIM
208	Sendero Wealth Management, LLC	$1.6M	9,557	+4,543	ADD
209	First Affirmative Financial Network	$1.6M	9,383	—	NO PRIOR
210	KING LUTHER CAPITAL MANAGEMENT CORP	$1.6M	9,370	+7,471	ADD
211	Prospera Financial Services Inc	$1.6M	9,325	+161	ADD
212	PCM Encore, LLC	$1.6M	9,210	+204	ADD
213	Dorsey & Whitney Trust CO LLC	$1.6M	9,060	−102	TRIM
214	CHIRON CAPITAL MANAGEMENT, LLC	$1.5M	9,009	—	NO PRIOR
215	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	8,811	−1,225	TRIM
216	Cresset Asset Management, LLC	$1.5M	8,620	+943	ADD
217	Aptus Capital Advisors, LLC	$1.5M	8,607	−490	TRIM
218	Permanens Capital L.P.	$1.5M	8,494	+959	ADD
219	Smartleaf Asset Management LLC	$1.4M	8,553	−700	TRIM
220	FEDERATED HERMES, INC.	$1.4M	8,325	−5,560	TRIM
221	Pacific Capital Partners Ltd	$1.4M	8,300	+8,300	NEW
222	WINTON GROUP Ltd	$1.4M	8,120	+8,120	NEW
223	Compound Planning, Inc.	$1.4M	8,039	−3,442	TRIM
224	Beacon Pointe Advisors, LLC	$1.4M	8,015	+4,911	ADD
225	Concurrent Investment Advisors, LLC	$1.4M	7,993	+766	ADD
226	Ballentine Partners, LLC	$1.4M	7,972	+531	ADD
227	Advisors Capital Management, LLC	$1.4M	7,965	+515	ADD
228	Merit Financial Group, LLC	$1.4M	7,892	+1,080	ADD
229	Cornerstone Planning, LLC	$1.3M	7,765	+7,765	NEW
230	Stablepoint Partners, LLC	$1.3M	7,702	+1,722	ADD
231	SevenBridge Financial Group, LLC	$1.3M	7,293	−365	TRIM
232	BURNEY CO/	$1.2M	7,252	−162	TRIM
233	Snowden Capital Advisors LLC	$1.2M	7,083	−1,406	TRIM
234	Steward Partners Investment Advisory, LLC	$1.2M	7,019	+2,571	ADD
235	NATIXIS	$1.2M	6,867	+3,377	ADD
236	denkapparat Operations GmbH	$1.2M	6,746	+6,746	NEW
237	Pinnacle Wealth Planning Services, Inc.	$1.2M	6,723	+694	ADD
238	SALT Holding Corp.	$1.1M	6,632	+400	ADD
239	Ridgewood Investments LLC	$1.1M	6,566	—	NO PRIOR
240	Daiwa Securities Group Inc.	$1.1M	6,452	+709	ADD
241	Capital Research Global Investors	$1.1M	6,388	−14,368	TRIM
242	YHB Investment Advisors, Inc.	$1.1M	6,169	+2,938	ADD
243	Palogic Value Management, L.P.	$1.1M	6,159	+40	ADD
244	Checchi Capital Advisers, LLC	$1.0M	6,059	+59	ADD
245	May Hill Capital, LLC	$997K	5,824	−890	TRIM
246	GFS Advisors, LLC	$992K	25,000	+25,000	NEW
247	Sivia Capital Partners, LLC	$983K	5,741	+1,702	ADD
248	Mitsubishi UFJ Asset Management Co., Ltd.	$981K	5,729	+144	ADD
249	Sierra Legacy Group	$979K	5,718	0	NO CHANGE
250	Balentine LLC	$969K	5,658	+2,708	ADD
251	Marks Group Wealth Management, Inc	$922K	5,384	−2,191	TRIM
252	Asset Dedication, LLC	$899K	5,250	−239	TRIM
253	Henshaw Capital LLC	$884K	5,162	—	NO PRIOR
254	Modern Wealth Management, LLC	$878K	5,123	+12	ADD
255	Circle Wealth Management, LLC	$868K	5,071	+2,317	ADD
256	MITCHELL & PAHL PRIVATE WEALTH, LLC	$866K	5,056	+211	ADD
257	Gibbs Wealth Management	$852K	4,974	−1,972	TRIM
258	Private Advisor Group, LLC	$845K	4,933	−128	TRIM
259	FIFTH THIRD BANCORP	$844K	4,931	+887	ADD
260	Northern Financial Advisors Inc	$842K	4,916	+1,184	ADD
261	REGIONS FINANCIAL CORP	$838K	4,896	−3,348	TRIM
262	Envestnet Portfolio Solutions, Inc.	$834K	4,874	−8,312	TRIM
263	BSW Wealth Partners	$827K	4,832	+3,654	ADD
264	MAI Capital Management	$827K	4,831	+515	ADD
265	Gryphon Financial Partners LLC	$820K	4,787	+1,983	ADD
266	PERSONAL CFO SOLUTIONS, LLC	$808K	4,720	−1,933	TRIM
267	Haverford Trust Co	$808K	4,719	0	NO CHANGE
268	AE Wealth Management LLC	$773K	4,516	+219	ADD
269	Fiera Capital Corp	$759K	4,434	+2,040	ADD
270	Headlands Technologies LLC	$759K	4,431	−8,982	TRIM
271	FIDELIS CAPITAL PARTNERS, LLC	$758K	4,429	−144	TRIM
272	PROFUND ADVISORS LLC	$746K	4,358	−679	TRIM
273	CWM, LLC	$744K	4,347	+218	ADD
274	American Trust Investment Advisors, LLC	$723K	4,225	+2,605	ADD
275	Krilogy Financial LLC	$716K	4,038	+1,638	ADD
276	INTRUST BANK NA	$713K	4,165	−507	TRIM
277	Northwest & Ethical Investments L.P.	$712K	4,145	+1,251	ADD
278	AXQ CAPITAL, LP	$697K	4,072	+4,072	NEW
279	Americana Partners, LLC	$692K	4,040	−14,524	TRIM
280	BKM Wealth Management, LLC	$681K	3,978	+1,031	ADD
281	Bridgewater Advisors Inc.	$675K	4,197	−281	TRIM
282	Leonteq Securities AG	$667K	3,893	+2,930	ADD
283	HARBOUR INVESTMENT MANAGEMENT LLC	$661K	3,862	−395	TRIM
284	Stonehage Fleming Financial Services Holdings Ltd	$658K	3,842	+3,842	NEW
285	JOHNSON INVESTMENT COUNSEL INC	$650K	3,794	−944	TRIM
286	WEALTHEDGE INVESTMENT ADVISORS, LLC	$646K	3,774	+3,774	NEW
287	Modera Wealth Management, LLC	$641K	3,743	−169	TRIM
288	PDS Planning, Inc	$633K	3,696	−546	TRIM
289	ALPS ADVISORS INC	$632K	3,691	+262	ADD
290	Vann Equity Management LLC	$619K	3,615	—	NO PRIOR
291	Dynamic Advisor Solutions LLC	$617K	3,605	−417	TRIM
292	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$616K	3,600	+180	ADD
293	MISSION WEALTH MANAGEMENT, LP	$616K	3,596	−46	TRIM
294	Apollon Wealth Management, LLC	$615K	3,592	−63	TRIM
295	Calamos Advisors LLC	$614K	3,589	−1,809	TRIM
296	TCTC Holdings, LLC	$610K	3,561	0	NO CHANGE
297	Vest Financial, LLC	$608K	3,554	+1,205	ADD
298	South Shore Capital Advisors	$606K	3,575	+2,321	ADD
299	COMMERCE BANK	$606K	3,541	+409	ADD
300	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$605K	3,533	+88	ADD
301	Resonant Capital Advisors, LLC	$604K	3,529	+1,407	ADD
302	Blue Trust, Inc.	$603K	3,523	−211	TRIM
303	LVW Advisors, LLC	$595K	3,476	+280	ADD
304	Kathmere Capital Management, LLC	$587K	3,431	−869	TRIM
305	Jefferies Financial Group Inc.	$585K	3,417	+3,417	NEW
306	Schonfeld Strategic Advisors LLC	$582K	3,399	−16,038	TRIM
307	SAGE RHINO CAPITAL LLC	$579K	3,382	−21	TRIM
308	AIGEN INVESTMENT MANAGEMENT, LP	$578K	3,375	−2,837	TRIM
309	Diversified Trust Co	$577K	3,368	−200	TRIM
310	Sowell Financial Services LLC	$568K	3,318	+778	ADD
311	Savant Capital, LLC	$566K	3,308	+1,349	ADD
312	Clearstead Advisors, LLC	$566K	3,303	−1,458	TRIM
313	Rehmann Capital Advisory Group	$564K	3,282	+48	ADD
314	TOCQUEVILLE ASSET MANAGEMENT L.P.	$559K	3,264	−45	TRIM
315	Allworth Financial LP	$557K	3,256	+538	ADD
316	KESTRA PRIVATE WEALTH SERVICES, LLC	$556K	3,247	+2,087	ADD
317	Vontobel Holding Ltd.	$551K	3,217	+557	ADD
318	Capital Group Private Client Services, Inc.	$541K	3,160	−282	TRIM
319	INSIGNEO ADVISORY SERVICES, LLC	$534K	3,121	+82	ADD
320	Blueshift Asset Management, LLC	$530K	3,097	+2,234	ADD
321	EP Wealth Advisors, LLC	$528K	3,081	−730	TRIM
322	ANGELES WEALTH MANAGEMENT, LLC	$527K	3,081	+731	ADD
323	ForthRight Wealth Management, LLC	$520K	3,039	0	NO CHANGE
324	Ascent Group, LLC	$520K	3,035	−513	TRIM
325	ROMAN BUTLER FULLERTON & CO	$512K	3,024	−26	TRIM
326	SAGESPRING WEALTH PARTNERS, LLC	$511K	2,987	−80	TRIM
327	Voleon Capital Management LP	$511K	2,986	−26,864	TRIM
328	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$502K	2,930	+175	ADD
329	Frec Markets, Inc.	$490K	2,861	+843	ADD
330	Pure Financial Advisors, LLC	$487K	2,845	−408	TRIM
331	Clare Market Investments LLC	$486K	2,840	—	NO PRIOR
332	Avestar Capital, LLC	$484K	2,826	+205	ADD
333	BALYASNY ASSET MANAGEMENT L.P.	$479K	2,800	−123,922	TRIM
334	Stratos Wealth Partners, LTD.	$474K	2,770	+328	ADD
335	New Republic Capital, LLC	$471K	2,751	−1,573	TRIM
336	D.A. DAVIDSON & CO.	$470K	2,747	−216	TRIM
337	DRW Securities, LLC	$470K	2,746	+2,746	NEW
338	Optas, LLC	$458K	2,675	−473	TRIM
339	Portside Wealth Group, LLC	$455K	2,657	−2,214	TRIM
340	Wedmont Private Capital	$454K	2,685	+319	ADD
341	OpenArc Corporate Advisory, LLC	$454K	2,653	+294	ADD
342	XPONANCE LLC	$451K	2,634	+604	ADD
343	TRITONPOINT WEALTH, LLC	$449K	2,622	+8	ADD
344	BIRCH FINANCIAL GROUP, LLC	$444K	2,593	+210	ADD
345	Cetera Trust Company, N.A	$431K	2,520	0	NO CHANGE
346	HBK Sorce Advisory LLC	$420K	2,420	−57	TRIM
347	U.S. Capital Wealth Advisors, LLC	$419K	2,448	−374	TRIM
348	EJMK Ventures LLC	$417K	2,438	−1,044	TRIM
349	Kestra Advisory Services, LLC	$417K	2,433	−3,743	TRIM
350	WEALTH ALLIANCE, LLC	$412K	2,407	−1,340	TRIM
351	Composition Wealth, LLC	$412K	2,405	+485	ADD
352	Janus Henderson Group Ltd.	$407K	2,378	−1,052	TRIM
353	Independent Advisor Alliance	$405K	2,366	−8,788	TRIM
354	OneAscent Financial Services LLC	$404K	2,362	+1,513	ADD
355	PINNACLE ASSOCIATES LTD	$401K	2,342	−2,909	TRIM
356	GROUP ONE TRADING LLC	$396K	2,315	+349	ADD
357	NORDEN GROUP LLC	$395K	2,306	−725	TRIM
358	OPPENHEIMER & CO INC	$394K	2,303	+587	ADD
359	ANCHYRA PARTNERS LLC	$392K	2,287	+147	ADD
360	Pine Haven Investment Counsel, Inc	$391K	2,285	0	NO CHANGE
361	Abel Hall, LLC	$390K	2,279	−2,445	TRIM
362	Indivisible Partners	$380K	2,219	+46	ADD
363	DRIVE WEALTH MANAGEMENT, LLC	$377K	2,202	−86	TRIM
364	Aprio Wealth Management, LLC	$372K	2,176	+782	ADD
365	RFG Advisory, LLC	$370K	2,162	+2,162	NEW
366	World Investment Advisors	$367K	2,143	−1,524	TRIM
367	B. Riley Wealth Advisors, Inc.	$360K	2,139	−98	TRIM
368	Legacy Capital Group California, Inc.	$359K	2,098	+2,098	NEW
369	Choate Investment Advisors	$358K	2,091	+88	ADD
370	Equitable Holdings, Inc.	$357K	1,544	−86	TRIM
371	LCM Capital Management Inc	$353K	2,063	+11	ADD
372	West Family Investments, Inc.	$353K	2,061	−5,065	TRIM
373	Brucke Financial, Inc.	$352K	2,056	−2,490	TRIM
374	Ashton Thomas Private Wealth, LLC	$349K	2,040	+515	ADD
375	Quantum Portfolio Management LLC	$347K	2,026	−1,082	TRIM
376	MATHER GROUP, LLC.	$344K	2,007	−89	TRIM
377	Ascentis Independent Advisors	$341K	1,991	+94	ADD
378	TWO SIGMA SECURITIES, LLC	$341K	1,989	+412	ADD
379	Jain Global LLC	$338K	1,976	−65,883	TRIM
380	EVOLVE PRIVATE WEALTH, LLC	$338K	1,972	−7,814	TRIM
381	Arax Advisory Partners	$337K	1,967	−2,151	TRIM
382	MGO ONE SEVEN LLC	$334K	1,951	−1,094	TRIM
383	Cromwell Holdings LLC	$334K	1,948	+25	ADD
384	Strategic Global Advisors, LLC	$333K	1,945	+517	ADD
385	GUGGENHEIM CAPITAL LLC	$324K	1,893	−715	TRIM
386	Gallacher Capital Management LLC	$324K	1,892	+5	ADD
387	Foster Victor Wealth Advisors, LLC	$323K	1,926	−240	TRIM
388	SCHRODER INVESTMENT MANAGEMENT GROUP	$318K	1,889	+1,889	NEW
389	Sagewood Asset Management LP	$317K	1,849	−326	TRIM
390	DAVIS R M INC	$317K	1,849	+1,849	NEW
391	GREAT VALLEY ADVISOR GROUP, INC.	$308K	1,799	+272	ADD
392	Malaga Cove Capital, LLC	$302K	1,766	+308	ADD
393	Harvest Portfolios Group Inc.	$302K	1,762	+269	ADD
394	Western Wealth Management, LLC	$296K	1,729	+1,729	NEW
395	Five Oceans Advisors	$296K	1,726	0	NO CHANGE
396	JOURNEY STRATEGIC WEALTH LLC	$293K	1,712	+67	ADD
397	MMA ASSET MANAGEMENT LLC	$293K	1,711	−21	TRIM
398	Joel Isaacson & Co., LLC	$292K	1,708	0	NO CHANGE
399	Baron Wealth Management LLC	$292K	1,707	+64	ADD
400	Red Door Wealth Management, LLC	$292K	1,706	+747	ADD
401	HUB Investment Partners, LLC	$290K	1,696	+660	ADD
402	Focus Partners Advisor Solutions, LLC	$282K	1,649	+180	ADD
403	FSM Wealth Advisors, LLC	$282K	1,647	−135	TRIM
404	Addison Advisors LLC	$279K	1,629	−5	TRIM
405	Diversified Enterprises, LLC	$277K	1,618	+10	ADD
406	FLPUTNAM INVESTMENT MANAGEMENT CO	$276K	1,611	+224	ADD
407	R Squared Ltd	$276K	1,610	+113	ADD
408	Integrity Financial Corp /WA	$274K	1,600	+1,600	NEW
409	GATEWAY INVESTMENT ADVISERS LLC	$273K	1,596	−536	TRIM
410	Gotham Asset Management, LLC	$273K	1,594	−67	TRIM
411	FIDUCIARY TRUST CO	$273K	1,592	−137	TRIM
412	Traveka Wealth, LLC	$269K	1,573	−510	TRIM
413	Apella Capital, LLC	$264K	1,455	+22	ADD
414	CERTIOR FINANCIAL GROUP, LLC	$262K	1,528	+113	ADD
415	SEEDS INVESTOR LLC	$261K	1,555	−289	TRIM
416	Advisor OS, LLC	$258K	1,508	+1,508	NEW
417	Moors & Cabot, Inc.	$254K	1,485	+605	ADD
418	Bond & Devick Financial Network, Inc.	$253K	1,480	−120	TRIM
419	HARRIS ASSOCIATES L P	$249K	1,454	+1,454	NEW
420	LEVEL FOUR ADVISORY SERVICES, LLC	$246K	1,434	+1,434	NEW
421	BYRNE FINANCIAL FREEDOM, LLC	$243K	1,419	+1,419	NEW
422	MOODY NATIONAL BANK TRUST DIVISION	$243K	1,417	+75	ADD
423	OneDigital Investment Advisors LLC	$240K	1,400	−1,442	TRIM
424	Avior Wealth Management, LLC	$238K	1,392	−22	TRIM
425	BANK OF NOVA SCOTIA	$236K	1,379	−3,882	TRIM
426	Foster Group, Inc.	$236K	1,379	+153	ADD
427	Texas Yale Capital Corp.	$236K	1,376	−225	TRIM
428	Sepio Capital, LP	$235K	1,373	+233	ADD
429	Entelevest, LLC	$233K	1,362	+339	ADD
430	Sunpointe, LLC	$232K	1,355	−152	TRIM
431	OLD NATIONAL BANCORP /IN/	$231K	1,349	+270	ADD
432	Voya Financial Advisors, Inc.	$229K	1,398	+283	ADD
433	Trek Financial, LLC	$227K	1,328	+409	ADD
434	SmartHarvest Portfolios, LLC	$226K	1,321	+1,321	NEW
435	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$226K	1,318	−562	TRIM
436	Keebeck Wealth Management	$225K	1,317	+1,317	NEW
437	STEPHENS INC /AR/	$225K	1,312	−1,288	TRIM
438	Linscomb Wealth, Inc.	$224K	1,311	−7	TRIM
439	INDEPENDENT FINANCIAL GROUP, LLC	$224K	1,309	—	NO PRIOR
440	PFG Investments, LLC	$223K	1,300	−943	TRIM
441	True North Advisors, LLC	$222K	1,298	−10	TRIM
442	OneAscent Family Office, LLC	$221K	1,289	0	NO CHANGE
443	EVOKE WEALTH, LLC	$221K	1,288	+338	ADD
444	Financiere des Professionnels - Fonds d'investissement inc.	$220K	1,287	−383	TRIM
445	D'Orazio & Associates, Inc.	$218K	1,276	−46	TRIM
446	Savvy Advisors, Inc.	$217K	1,266	+154	ADD
447	Wealthcare Advisory Partners LLC	$216K	1,264	+126	ADD
448	Clear Harbor Asset Management, LLC	$213K	1,247	0	NO CHANGE
449	Aspen Grove Capital, LLC	$210K	1,225	−1	TRIM
450	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$209K	1,282	+1,282	NEW
451	Brookstone Capital Management	$208K	1,217	−242	TRIM
452	Cordgrass Capital Advisors, LLC	$208K	1,212	+6	ADD
453	EARNED WEALTH ADVISORS, LLC	$207K	1,211	+211	ADD
454	FULTON BANK, N.A.	$206K	1,205	+1,205	NEW
455	Waverly Advisors, LLC	$206K	1,203	−668	TRIM
456	RIVERSEDGE ADVISORS, LLC	$204K	1,190	−29	TRIM
457	ENTERPRISE FINANCIAL SERVICES CORP	$203K	1,183	−104	TRIM
458	Baird Financial Group, Inc.	$202K	1,182	+1,182	NEW
459	EWA, LLC	$201K	1,173	−30	TRIM
460	DAVENPORT & Co LLC	$200K	1,168	−626	TRIM
461	Purpose Unlimited Inc.	$188K	1,099	+1,099	NEW
462	Centennial Bank/AR/	$180K	1,050	0	NO CHANGE
463	Johnson Financial Group, Inc.	$177K	1,031	−334	TRIM
464	Wealth Enhancement Trust Services, Inc.	$174K	1,014	+1,014	NEW
465	UMB Bank, n.a.	$162K	945	+434	ADD
466	Community Financial Services Group, LLC	$159K	925	+925	NEW
467	Spire Wealth Management	$140K	819	+79	ADD
468	CENTRAL TRUST Co	$121K	709	−439	TRIM
469	State of Wyoming	$121K	706	+380	ADD
470	Migdal Insurance & Financial Holdings Ltd.	$114K	662	+662	NEW
471	Grove Bank & Trust	$107K	626	+13	ADD
472	TopTier Wealth Management, LLC	$102K	597	+597	NEW
473	Owl Creek Wealth Partners LLC	$91.6K	535	—	NO PRIOR
474	Parkside Financial Bank & Trust	$88.5K	517	−65	TRIM
475	J. Stern & Co. LLP	$87.0K	508	+508	NEW
476	Evelyn Partners Asset Management Ltd	$72.9K	426	+388	ADD
477	Opal Wealth Advisors, LLC	$71.7K	419	+419	NEW
478	Clearstead Trust, LLC	$66.3K	387	0	NO CHANGE
479	FIL Ltd	$65.9K	385	−5	TRIM
480	EASTERN BANK	$62.5K	365	−54	TRIM
481	Larson Financial Group LLC	$61.0K	356	+27	ADD
482	SYNTAX RESEARCH, INC.	$61.0K	356	−14	TRIM
483	Key FInancial Inc	$53.4K	312	+83	ADD
484	HM PAYSON & CO	$51.4K	300	−8	TRIM
485	NATIXIS ADVISORS, LLC	$47.6K	278,205	−102,269	TRIM
486	Elequin Capital, LP	$46.7K	273	+273	NEW
487	Cherry Tree Wealth Management, LLC	$41.3K	241	0	NO CHANGE
488	Transamerica Financial Advisors, LLC	$34.8K	203	−47	TRIM
489	TOTH FINANCIAL ADVISORY CORP	$34.2K	200	−7	TRIM
490	Geneos Wealth Management Inc.	$34.2K	200	0	NO CHANGE
491	Medallion Wealth Advisors, LLC	$34.2K	200	—	NO PRIOR
492	WPG Advisers, LLC	$32.7K	191	−139	TRIM
493	Physician Wealth Advisors, Inc.	$32.0K	187	+2	ADD
494	Rakuten Securities, Inc.	$31.8K	186	−153	TRIM
495	FOSTER DYKEMA CABOT & PARTNERS, LLC	$30.8K	180	0	NO CHANGE
496	Intentional Wealth Strategies, LLC	$29.8K	174	—	NO PRIOR
497	Beaird Harris Wealth Management, LLC	$29.1K	170	0	NO CHANGE
498	JFS WEALTH ADVISORS, LLC	$28.8K	168	−11	TRIM
499	DAGCO, INC.	$28.8K	168	0	NO CHANGE
500	SHP Wealth Management	$26.1K	153	−41	TRIM

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

Congress ↔ notable managers · SAP

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Ruane Cunniff & Goldfarb, Tudor Investment Corp $152M held
Trimming: 1 Gotham Asset Management $273K held

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

Merged timeline of congressional filings and notable-manager moves on SAP
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-05-15	Ruane Cunniff & Goldfarb 13F	ADD	+703,982 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+112,493 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−67 sh

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

16 members of Congress disclosed SAP — 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).