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 ↗

STARBUCKS CORP · COM · quarter ended 2026-03-31 · 60 members disclosed SBUX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,901 holders are listed, largest first: 1,901
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $76.9B
holders whose share count rose or who opened the position (new + add), by shares: 862
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 170

Holders — quarter ended 2026-03-31

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

13F holders of SBUX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$9.3B	103,315,629	+18,588,224	ADD
2	Capital Research Global Investors	$9.2B	102,348,519	+20,166,590	ADD
3	BlackRock, Inc.	$7.1B	79,564,331	−805,782	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$6.6B	74,026,228	—	NO PRIOR
5	STATE STREET CORP	$4.3B	47,729,771	−139,285	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	29,445,025	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$2.5B	28,016,179	+1,643,095	ADD
8	FMR LLC	$2.3B	25,764,525	−149,855	TRIM
9	MORGAN STANLEY	$2.2B	24,863,710	+3,587,774	ADD
10	BANK OF AMERICA CORP /DE/	$1.4B	15,761,355	+1,300,085	ADD
11	Invesco Ltd.	$1.3B	14,260,327	−347,065	TRIM
12	Capital International Investors	$1.3B	14,013,293	−1,745,147	TRIM
13	WELLS FARGO & COMPANY/MN	$1.2B	13,627,416	−4,183,132	TRIM
14	NORTHERN TRUST CORP	$1.1B	12,273,320	−80,875	TRIM
15	Fisher Asset Management, LLC	$1.1B	12,247,249	+218,446	ADD
16	UBS Group AG	$884M	9,870,999	+1,814,128	ADD
17	Nuveen, LLC	$824M	9,195,637	−936,433	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$778M	8,677,750	+234,595	ADD
19	Bank of New York Mellon Corp	$694M	7,751,842	−386,290	TRIM
20	Legal & General Group Plc	$630M	7,028,885	−12,286	TRIM
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$604M	6,738,952	+779,946	ADD
22	VANGUARD FIDUCIARY TRUST CO	$576M	6,433,887	—	NO PRIOR
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$548M	5,993,824	+169,242	ADD
24	ROYAL BANK OF CANADA	$457M	5,105,015	−1,392,993	TRIM
25	POLEN CAPITAL MANAGEMENT LLC	$453M	5,055,488	−1,729,820	TRIM
26	AMERIPRISE FINANCIAL INC	$442M	4,933,024	−196,261	TRIM
27	Amundi	$384M	4,289,153	−243,474	TRIM
28	ENVESTNET ASSET MANAGEMENT INC	$361M	4,023,989	+710,165	ADD
29	WELLINGTON MANAGEMENT GROUP LLP	$357M	3,982,125	+2,664,618	ADD
30	RAYMOND JAMES FINANCIAL INC	$341M	3,834,022	+246,291	ADD
31	Swiss National Bank	$299M	3,337,100	+222,100	ADD
32	FRANKLIN RESOURCES INC	$294M	3,284,807	+62,269	ADD
33	DEUTSCHE BANK AG\	$283M	3,156,347	+247,131	ADD
34	Corient Private Wealth LLC	$269M	3,015,054	−2,919,135	TRIM
35	BARCLAYS PLC	$254M	2,831,988	−968,541	TRIM
36	National Pension Service	$247M	2,758,474	+2,758,474	NEW
37	DIMENSIONAL FUND ADVISORS LP	$246M	2,744,517	+71,259	ADD
38	Mitsubishi UFJ Asset Management Co., Ltd.	$239M	2,665,600	+163,992	ADD
39	Sumitomo Mitsui Trust Group, Inc.	$233M	2,605,461	−143,547	TRIM
40	LPL Financial LLC	$233M	2,596,455	−62,311	TRIM
41	Vanguard Global Advisers, LLC	$223M	2,491,800	—	NO PRIOR
42	PRINCIPAL FINANCIAL GROUP INC	$216M	2,414,980	−113,876	TRIM
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$206M	2,302,657	−1,053,434	TRIM
44	VANGUARD ASSET MANAGEMENT, Ltd	$204M	2,279,925	—	NO PRIOR
45	LONDON CO OF VIRGINIA	$203M	2,268,061	−269,867	TRIM
46	HighTower Advisors, LLC	$195M	2,179,958	+384,015	ADD
47	Holocene Advisors, LP	$191M	2,132,307	+2,132,307	NEW
48	HSBC HOLDINGS PLC	$186M	2,080,450	−2,404,208	TRIM
49	Clearbridge Investments, LLC	$180M	2,008,710	+48,856	ADD
50	Allspring Global Investments Holdings, LLC	$155M	1,715,733	+1,169,536	ADD
51	DIAMOND HILL CAPITAL MANAGEMENT INC	$148M	1,654,981	−1,116,362	TRIM
52	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$148M	1,651,651	−419,836	TRIM
53	BANK OF MONTREAL /CAN/	$145M	1,617,111	−169,337	TRIM
54	ProShare Advisors LLC	$144M	1,608,748	−364,543	TRIM
55	NEW YORK STATE COMMON RETIREMENT FUND	$127M	1,416,792	−6,200	TRIM
56	CITIGROUP INC	$119M	1,333,167	−504,018	TRIM
57	BRISTOL JOHN W & CO INC /NY/	$117M	1,302,727	−75,430	TRIM
58	Empower Advisory Group, LLC	$111M	1,235,589	+54,259	ADD
59	Connor, Clark & Lunn Investment Management Ltd.	$108M	1,201,097	+801,516	ADD
60	Baird Financial Group, Inc.	$107M	1,188,947	+1,188,947	NEW
61	CANADA PENSION PLAN INVESTMENT BOARD	$104M	1,155,343	−34,236	TRIM
62	VOYA INVESTMENT MANAGEMENT LLC	$99.4M	1,109,525	−53,571	TRIM
63	ALLIANCEBERNSTEIN L.P.	$97.6M	1,159,220	−12,375	TRIM
64	VICTORY CAPITAL MANAGEMENT INC	$96.6M	1,078,500	−97,320	TRIM
65	STIFEL FINANCIAL CORP	$94.7M	1,057,449	−63,723	TRIM
66	Quantinno Capital Management LP	$92.2M	1,029,531	+529,086	ADD
67	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$90.0M	1,004,925	−3,531	TRIM
68	Aberdeen Group plc	$88.9M	992,316	+33,121	ADD
69	AVIVA PLC	$88.2M	984,897	+31,930	ADD
70	EVERETT HARRIS & CO /CA/	$85.9M	959,017	−12,560	TRIM
71	MACKENZIE FINANCIAL CORP	$85.0M	948,743	−287,579	TRIM
72	BLAIR WILLIAM & CO/IL	$84.1M	938,548	+91,726	ADD
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$78.6M	875,860	−17,765	TRIM
74	Focus Partners Wealth	$77.3M	862,150	+163,457	ADD
75	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$76.4M	852,346	−1,559,823	TRIM
76	CITADEL ADVISORS LLC	$75.5M	842,305	+548,416	ADD
77	US BANCORP \DE\	$73.6M	821,231	−72,924	TRIM
78	Capital International, Inc./CA/	$73.0M	814,954	+79,527	ADD
79	ADAGE CAPITAL PARTNERS GP, L.L.C.	$71.7M	800,609	−181,900	TRIM
80	Clearstead Advisors, LLC	$71.5M	798,248	+770,530	ADD
81	NEOS Investment Management LLC	$69.7M	777,715	+155,366	ADD
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$69.5M	775,272	+8,271	ADD
83	SUMMITRY LLC	$69.1M	771,431	−2,619	TRIM
84	TRUIST FINANCIAL CORP	$65.1M	726,827	+2,551	ADD
85	Capital International Sarl	$63.0M	703,213	+148,745	ADD
86	PFA Pension, Forsikringsaktieselskab	$62.8M	701,361	+701,361	NEW
87	Mirae Asset Global Investments Co., Ltd.	$61.5M	686,362	+74,435	ADD
88	NICHOLAS COMPANY, INC.	$57.9M	646,565	−87,385	TRIM
89	Korea Investment CORP	$57.3M	639,615	−40,195	TRIM
90	Saratoga Research & Investment Management	$56.4M	629,785	+36,319	ADD
91	BAILLIE GIFFORD & CO	$56.0M	625,575	−20,290	TRIM
92	MARKEL GROUP INC.	$55.9M	623,818	0	NO CHANGE
93	STATE OF WISCONSIN INVESTMENT BOARD	$55.2M	615,719	+26,975	ADD
94	KEYBANK NATIONAL ASSOCIATION/OH	$54.3M	606,225	+125,980	ADD
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$53.5M	597,272	+14,413	ADD
96	Susquehanna Portfolio Strategies, LLC	$52.1M	581,097	−70,697	TRIM
97	DANSKE BANK A/S	$52.0M	580,149	+6,730	ADD
98	Asset Management One Co., Ltd.	$51.7M	577,265	+28,871	ADD
99	Chevy Chase Trust Holdings, LLC	$51.3M	572,691	−15,532	TRIM
100	TREMBLANT CAPITAL GROUP	$50.8M	567,396	−6,576	TRIM
101	Vanguard Investments Australia, Ltd.	$50.8M	567,241	—	NO PRIOR
102	Swedbank AB	$50.6M	565,286	−2,965	TRIM
103	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$50.3M	561,518	+561,518	NEW
104	Cetera Investment Advisers	$49.9M	556,940	+25,398	ADD
105	PRUDENTIAL FINANCIAL INC	$49.8M	555,708	−13,181	TRIM
106	Swiss Life Asset Management Ltd	$49.1M	547,710	+29,305	ADD
107	Assenagon Asset Management S.A.	$48.8M	545,175	−183,448	TRIM
108	BNP Paribas Asset Management Holding S.A.	$48.1M	537,047	−785,297	TRIM
109	Mariner, LLC	$47.0M	524,764	−105,833	TRIM
110	STOREBRAND ASSET MANAGEMENT AS	$46.7M	521,592	—	NO PRIOR
111	APG Asset Management N.V.	$46.3M	595,708	+8,989	ADD
112	MILLENNIUM MANAGEMENT LLC	$45.9M	512,569	+450,810	ADD
113	M&T BANK CORP	$45.9M	511,906	−28,268	TRIM
114	CIBC Bancorp USA Inc.	$45.8M	510,753	—	NO PRIOR
115	TD ASSET MANAGEMENT INC	$45.7M	510,561	+11,411	ADD
116	Creative Planning	$45.5M	508,092	+2,979	ADD
117	ROYAL LONDON ASSET MANAGEMENT LTD	$44.6M	497,665	−2,326	TRIM
118	CIBC Asset Management Inc	$44.5M	496,617	−7,665	TRIM
119	Pictet Asset Management Holding SA	$44.3M	494,554	−10,316	TRIM
120	KLP KAPITALFORVALTNING AS	$44.1M	492,273	+19,700	ADD
121	NATIONAL BANK OF CANADA /FI/	$43.1M	481,283	−775,990	TRIM
122	Mitsubishi UFJ Trust & Banking Corp	$42.5M	474,647	+1,608	ADD
123	TOCQUEVILLE ASSET MANAGEMENT L.P.	$42.0M	468,819	+345,325	ADD
124	SCHRODER INVESTMENT MANAGEMENT GROUP	$41.6M	464,209	−39,666	TRIM
125	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$41.1M	458,531	+1,215	ADD
126	FIFTH THIRD BANCORP	$40.5M	452,354	+215,737	ADD
127	OSAIC HOLDINGS, INC.	$39.8M	444,235	−7,127	TRIM
128	NOMURA ASSET MANAGEMENT CO LTD	$39.4M	439,656	+11,222	ADD
129	SEI INVESTMENTS CO	$39.2M	437,584	−233,517	TRIM
130	DnB Asset Management AS	$39.2M	437,657	+26,117	ADD
131	NORDEA INVESTMENT MANAGEMENT AB	$39.0M	444,575	+9,964	ADD
132	ASSETMARK, INC	$38.8M	432,734	+40,826	ADD
133	RIVERBRIDGE PARTNERS LLC	$38.3M	427,880	−23,597	TRIM
134	MML INVESTORS SERVICES, LLC	$38.3M	427,763	−90,642	TRIM
135	Zurich Insurance Group Ltd/FI	$37.1M	414,219	+414,219	NEW
136	Calamos Advisors LLC	$37.1M	414,128	+16,232	ADD
137	BALYASNY ASSET MANAGEMENT L.P.	$37.0M	413,274	+296,180	ADD
138	CI INVESTMENTS INC.	$35.5M	396,122	−1,249	TRIM
139	Eurizon Capital SGR S.p.A.	$35.4M	395,276	+70,477	ADD
140	State of New Jersey Common Pension Fund D	$34.9M	389,905	0	NO CHANGE
141	Rockefeller Capital Management L.P.	$33.1M	369,195	−7,762	TRIM
142	NISA INVESTMENT ADVISORS, LLC	$32.8M	366,284	+5,697	ADD
143	COMMONWEALTH EQUITY SERVICES, LLC	$32.7M	365,452	−24,317	TRIM
144	Lansforsakringar Fondforvaltning AB (publ)	$32.7M	365,403	−3,022	TRIM
145	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$32.7M	365,135	−927,342	TRIM
146	GUGGENHEIM CAPITAL LLC	$32.4M	362,033	−142,970	TRIM
147	Mediolanum International Funds Ltd	$32.4M	373,071	+236,090	ADD
148	CONNING INC.	$32.2M	359,429	−33,559	TRIM
149	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.9M	439,705	+1,392	ADD
150	TORONTO DOMINION BANK	$31.8M	354,967	−1,654,358	TRIM
151	Resona Asset Management Co.,Ltd.	$31.0M	347,628	+8,137	ADD
152	MSA Advisors, LLC	$30.8M	344,057	0	NO CHANGE
153	Tredje AP-fonden	$29.8M	332,465	+332,465	NEW
154	NISSAY ASSET MANAGEMENT CORP /JAPAN	$28.4M	316,945	+9,855	ADD
155	CAPITAL INTERNATIONAL LTD /CA/	$28.3M	316,213	+46,123	ADD
156	CONFLUENCE INVESTMENT MANAGEMENT LLC	$28.2M	315,131	−7,324	TRIM
157	Arizona State Retirement System	$27.9M	311,545	−8,714	TRIM
158	Czech National Bank	$27.8M	310,283	+10,450	ADD
159	Gradient Investments LLC	$27.7M	308,701	−21,643	TRIM
160	BROWN ADVISORY INC	$27.6M	308,421	−79,211	TRIM
161	Daiwa Securities Group Inc.	$27.4M	305,759	+16,648	ADD
162	Circle Wealth Management, LLC	$26.7M	297,775	+144	ADD
163	STATE OF MICHIGAN RETIREMENT SYSTEM	$26.7M	297,659	0	NO CHANGE
164	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$26.1M	291,045	+108,150	ADD
165	Cerity Partners LLC	$25.9M	289,524	−248,477	TRIM
166	D. E. Shaw & Co., Inc.	$25.9M	288,800	−141,012	TRIM
167	ALPS ADVISORS INC	$25.7M	287,299	−29,798	TRIM
168	OPPENHEIMER ASSET MANAGEMENT INC.	$25.2M	280,737	−16,065	TRIM
169	GLENMEDE TRUST CO NA	$24.7M	275,423	−20,336	TRIM
170	&PARTNERS	$24.5M	273,967	−60,451	TRIM
171	ABSHER WEALTH MANAGEMENT, LLC	$24.5M	273,290	−86,937	TRIM
172	MetLife Investment Management, LLC	$24.5M	272,966	−6,837	TRIM
173	Ilex Capital Partners (UK) LLP	$24.2M	270,262	−380,784	TRIM
174	BRIGHTON JONES LLC	$24.1M	269,504	−560	TRIM
175	COLDSTREAM CAPITAL MANAGEMENT INC	$24.0M	267,574	+70,864	ADD
176	Advisors Capital Management, LLC	$23.9M	267,118	+29,273	ADD
177	FLOSSBACH VON STORCH SE	$23.9M	266,312	−38,299	TRIM
178	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$23.8M	265,392	+943	ADD
179	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$22.5M	251,300	+9,830	ADD
180	JACOBS LEVY EQUITY MANAGEMENT, INC	$22.5M	251,222	+251,222	NEW
181	Waverly Advisors, LLC	$22.2M	248,209	−12,300	TRIM
182	Pacifica Capital Investments, LLC	$22.1M	246,247	−1,062	TRIM
183	Lido Advisors, LLC	$22.0M	245,190	+12,985	ADD
184	Retirement Systems of Alabama	$21.7M	241,939	−578,813	TRIM
185	FIRST FINANCIAL BANKSHARES INC	$21.7M	241,776	+11,202	ADD
186	SEB Asset Management AB	$21.1M	235,218	—	NO PRIOR
187	Longaeva Partners L.P.	$21.0M	233,870	+233,870	NEW
188	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$20.8M	232,161	+73,326	ADD
189	Ceredex Value Advisors LLC	$20.5M	228,725	−103,150	TRIM
190	Rakuten Investment Management, Inc.	$20.5M	236,283	+25,356	ADD
191	IFM Investors Pty Ltd	$20.1M	224,767	+5,918	ADD
192	MERCER GLOBAL ADVISORS INC /ADV	$20.0M	222,857	+16,651	ADD
193	MATRIX ASSET ADVISORS INC/NY	$19.9M	222,580	−3,618	TRIM
194	Allworth Financial LP	$19.7M	219,359	+5,958	ADD
195	XPONANCE LLC	$19.5M	217,776	+27,991	ADD
196	Sanctuary Advisors, LLC	$19.4M	216,020	+18,353	ADD
197	Verition Fund Management LLC	$19.3M	215,929	−18,591	TRIM
198	COERENTE CAPITAL MANAGEMENT	$19.3M	215,541	+2,949	ADD
199	Midwest Trust Co	$19.2M	214,398	+13,407	ADD
200	Crossmark Global Holdings, Inc.	$18.6M	208,019	—	NO PRIOR
201	TEACHER RETIREMENT SYSTEM OF TEXAS	$18.1M	202,523	−1,950	TRIM
202	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$18.1M	201,617	+21,272	ADD
203	Henshaw Capital LLC	$17.9M	200,353	—	NO PRIOR
204	CIBC WORLD MARKET INC.	$17.8M	198,941	−151,500	TRIM
205	Rafferty Asset Management, LLC	$17.4M	194,701	−43,355	TRIM
206	FIRST TRUST ADVISORS LP	$17.4M	194,450	+25,128	ADD
207	Kestra Advisory Services, LLC	$17.3M	193,153	+14,802	ADD
208	Varma Mutual Pension Insurance Co	$17.1M	190,842	0	NO CHANGE
209	CRAWFORD INVESTMENT COUNSEL INC	$17.0M	189,718	+9,136	ADD
210	Utah Retirement Systems	$16.6M	184,922	−2,937	TRIM
211	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.4M	183,571	+36,114	ADD
212	D.A. DAVIDSON & CO.	$16.3M	181,466	−578	TRIM
213	BANK OF NOVA SCOTIA	$16.2M	181,218	−355,010	TRIM
214	USS Investment Management Ltd	$16.1M	179,215	+3,423	ADD
215	TRILLIUM ASSET MANAGEMENT, LLC	$15.4M	172,167	−2,114	TRIM
216	Woodline Partners LP	$15.4M	171,737	−22,234	TRIM
217	NS Partners Ltd	$15.4M	171,552	−5,735	TRIM
218	Empowered Funds, LLC	$15.3M	170,907	+170,907	NEW
219	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.2M	169,413	+4,902	ADD
220	Vanguard Personalized Indexing Management, LLC	$15.1M	168,289	+14,787	ADD
221	Verity & Verity, LLC	$14.8M	165,437	+4,723	ADD
222	AQR CAPITAL MANAGEMENT LLC	$14.8M	165,875	+62,144	ADD
223	TD Waterhouse Canada Inc.	$14.8M	163,406	+75,119	ADD
224	FIL Ltd	$14.4M	161,123	−24,054	TRIM
225	ODDO BHF ASSET MANAGEMENT SAS	$14.3M	159,858	+159,858	NEW
226	LMR Partners LLP	$14.2M	158,879	+158,879	NEW
227	SCOTIA CAPITAL INC.	$14.1M	157,889	+6,445	ADD
228	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$14.0M	156,716	−44,996	TRIM
229	Lincoln Capital LLC	$14.0M	156,316	−3,370	TRIM
230	Sumitomo Mitsui DS Asset Management Company, Ltd	$13.9M	155,298	+2,094	ADD
231	WASHINGTON TRUST BANK	$13.9M	154,698	−17,575	TRIM
232	LAZARD ASSET MANAGEMENT LLC	$13.7M	153,273	−891,740	TRIM
233	Alley Investment Management Company, LLC	$13.5M	150,689	−3,666	TRIM
234	Candriam S.C.A.	$13.2M	147,497	+2,802	ADD
235	Pathstone Holdings, LLC	$13.2M	147,284	−3,854	TRIM
236	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$13.1M	146,495	−15,229	TRIM
237	ALBION FINANCIAL GROUP /UT	$13.1M	145,779	+14,757	ADD
238	COMMERCE BANK	$13.0M	145,095	+38,519	ADD
239	Steward Partners Investment Advisory, LLC	$13.0M	144,887	−18,299	TRIM
240	QRG CAPITAL MANAGEMENT, INC.	$12.9M	144,406	+24,984	ADD
241	UniSuper Management Pty Ltd	$12.9M	144,233	−2,051	TRIM
242	GW HENSSLER & ASSOCIATES LTD	$12.9M	143,727	+1,194	ADD
243	United Asset Strategies, Inc.	$12.8M	143,162	+41,863	ADD
244	Janus Henderson Group Ltd.	$12.8M	142,842	−7,108	TRIM
245	SHELTON CAPITAL MANAGEMENT	$12.8M	142,803	−1,618	TRIM
246	FARMERS & MERCHANTS INVESTMENTS INC	$12.8M	142,484	+1,742	ADD
247	Stockman Wealth Management, Inc.	$12.6M	140,503	+5,123	ADD
248	Modera Wealth Management, LLC	$12.5M	139,119	−264	TRIM
249	Atria Investments, Inc	$12.0M	134,254	−12,347	TRIM
250	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$11.7M	130,418	+148	ADD
251	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$11.5M	128,634	−3,690	TRIM
252	Beacon Pointe Advisors, LLC	$11.5M	128,219	+60,064	ADD
253	CWM, LLC	$11.4M	127,674	−1,912	TRIM
254	BAHL & GAYNOR INC	$11.4M	127,148	−6,589	TRIM
255	Orion Porfolio Solutions, LLC	$11.4M	126,747	−29,302	TRIM
256	River Road Asset Management, LLC	$11.3M	126,303	−33,668	TRIM
257	XTX Topco Ltd	$11.3M	125,624	+108,267	ADD
258	GRIFFIN ASSET MANAGEMENT, INC.	$11.2M	125,174	+5,471	ADD
259	Centiva Capital, LP	$11.2M	125,109	+112,609	ADD
260	Danica Pension, Livsforsikringsaktieselskab	$11.2M	124,769	+124,769	NEW
261	AMERICAN CENTURY COMPANIES INC	$11.1M	124,257	+5,743	ADD
262	OP Asset Management Ltd	$11.0M	122,431	—	NO PRIOR
263	FACTORY MUTUAL INSURANCE CO	$10.9M	121,300	0	NO CHANGE
264	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.9M	121,159	−896	TRIM
265	Azimuth Capital Investment Management LLC	$10.5M	116,966	+1,778	ADD
266	Concurrent Investment Advisors, LLC	$10.4M	115,615	−17,722	TRIM
267	Federation des caisses Desjardins du Quebec	$10.3M	114,763	+16,261	ADD
268	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$10.3M	114,676	−2,204	TRIM
269	OPPENHEIMER & CO INC	$10.1M	112,872	+4,450	ADD
270	ASR Vermogensbeheer N.V.	$10.0M	111,222	+1,936	ADD
271	Composition Wealth, LLC	$10.0M	111,200	+3,431	ADD
272	Mesirow Financial Investment Management, Inc.	$10.0M	111,189	+1,843	ADD
273	Norinchukin Bank, The	$10.0M	111,184	+4,078	ADD
274	CAPSTONE INVESTMENT ADVISORS, LLC	$9.9M	109,993	+53,212	ADD
275	NewEdge Advisors, LLC	$9.8M	109,422	+109,422	NEW
276	Private Advisor Group, LLC	$9.7M	108,441	−19,184	TRIM
277	MACQUARIE GROUP LTD	$9.5M	106,504	−77,773	TRIM
278	Gemmer Asset Management LLC	$9.4M	104,985	−159	TRIM
279	Wealthfront Advisers LLC	$9.1M	101,879	+25,486	ADD
280	INTACT INVESTMENT MANAGEMENT INC.	$9.1M	101,800	0	NO CHANGE
281	JONES FINANCIAL COMPANIES LLLP	$9.1M	101,435	−3,474	TRIM
282	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.0M	100,442	+7,697	ADD
283	NOMURA HOLDINGS INC	$9.0M	100,167	−95,321	TRIM
284	KCM INVESTMENT ADVISORS LLC	$8.8M	97,763	−6,227	TRIM
285	Tower Research Capital LLC (TRC)	$8.8M	97,732	+12,519	ADD
286	Tidal Investments LLC	$8.7M	97,436	−2,017	TRIM
287	Y-Intercept (Hong Kong) Ltd	$8.7M	97,374	+97,374	NEW
288	DAVENPORT & Co LLC	$8.7M	97,335	+17,633	ADD
289	Hamrick Investment Counsel, llc	$8.6M	96,419	—	NO PRIOR
290	RPG Investment Advisory, LLC	$8.6M	96,224	+750	ADD
291	LAFFER TENGLER INVESTMENTS, INC.	$8.4M	94,001	+3,627	ADD
292	Cardinal Capital Management	$8.4M	93,572	+93,572	NEW
293	FEDERATED HERMES, INC.	$8.2M	92,039	+69	ADD
294	Venture Visionary Partners LLC	$8.1M	90,753	+2,375	ADD
295	Vision Capital Management, Inc.	$8.1M	90,713	+1,723	ADD
296	BENJAMIN EDWARDS INC	$8.1M	90,699	−11,831	TRIM
297	YOUSIF CAPITAL MANAGEMENT, LLC	$8.1M	90,252	−2,961	TRIM
298	Investment Management Corp of Ontario	$8.1M	90,159	−11,471	TRIM
299	World Investment Advisors	$8.0M	89,116	+2,135	ADD
300	B. Metzler seel. Sohn & Co. AG	$7.9M	88,499	+125	ADD
301	Sowell Financial Services LLC	$7.9M	87,853	−2,856	TRIM
302	Narwhal Capital Management	$7.9M	87,728	+5,586	ADD
303	NorthCrest Asset Manangement, LLC	$7.8M	86,845	−25,602	TRIM
304	PROFUND ADVISORS LLC	$7.8M	87,418	−18,303	TRIM
305	Allianz Asset Management GmbH	$7.8M	87,391	+22,011	ADD
306	Compass Wealth Management LLC	$7.8M	86,798	−325	TRIM
307	INTECH INVESTMENT MANAGEMENT LLC	$7.7M	85,451	−12,960	TRIM
308	Merit Financial Group, LLC	$7.6M	85,349	+6,822	ADD
309	Banco Santander, S.A.	$7.6M	85,043	+2,248	ADD
310	WELCH & FORBES LLC	$7.6M	84,551	−6,105	TRIM
311	Walleye Capital LLC	$7.5M	84,258	−241,786	TRIM
312	Robinhood Asset Management, LLC	$7.5M	83,774	+83,774	NEW
313	Venator Management LLC	$7.5M	83,725	−22,745	TRIM
314	Covea Finance	$7.4M	82,994	0	NO CHANGE
315	Columbia Asset Management	$7.3M	81,445	−2,816	TRIM
316	ASSOCIATED BANC-CORP	$7.3M	81,403	−811	TRIM
317	Avanza Fonder AB	$7.3M	80,986	−7,248	TRIM
318	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$7.2M	80,747	−466,546	TRIM
319	Providence Capital Advisors, LLC	$7.1M	79,692	+2,101	ADD
320	MEYER HANDELMAN CO	$7.1M	79,673	−200	TRIM
321	COMPASS CAPITAL MANAGEMENT, INC	$7.1M	78,827	−799	TRIM
322	Vestmark Advisory Solutions, Inc.	$7.0M	78,513	+27,589	ADD
323	Hudson Bay Capital Management LP	$6.9M	77,270	+77,270	NEW
324	Cinctive Capital Management LP	$6.8M	75,788	+75,788	NEW
325	Elo Mutual Pension Insurance Co	$6.8M	75,646	−15,675	TRIM
326	HS Management Partners, LLC	$6.8M	75,583	−106,317	TRIM
327	SP Asset Management LLC	$6.7M	75,179	−2,513	TRIM
328	Stratos Wealth Partners, LTD.	$6.7M	75,135	−3,153	TRIM
329	Institute for Wealth Management, LLC.	$6.7M	74,994	−38	TRIM
330	Oak Harvest Investment Services	$6.7M	74,868	+35,980	ADD
331	Marietta Wealth Management, LLC	$6.6M	74,014	+1,163	ADD
332	STEPHENS INC /AR/	$6.6M	73,249	−1,645	TRIM
333	PRINCIPAL SECURITIES, INC.	$6.5M	73,020	−2,921	TRIM
334	Laird Norton Wetherby Trust Company, LLC	$6.5M	72,649	−4,758	TRIM
335	Bragg Financial Advisors, Inc	$6.4M	71,587	−3,461	TRIM
336	Atlantic Union Bankshares Corp	$6.4M	71,344	−712	TRIM
337	Addenda Capital Inc.	$6.3M	70,700	0	NO CHANGE
338	UMB Bank, n.a.	$6.3M	70,439	−441	TRIM
339	WCG Wealth Advisors LLC	$6.3M	70,113	+2,515	ADD
340	Lorne Steinberg Wealth Management Inc.	$6.2M	69,248	+1,542	ADD
341	PRUDENTIAL PLC	$6.2M	68,951	+40,504	ADD
342	MIZUHO SECURITIES USA LLC	$6.2M	68,876	−13,906	TRIM
343	Mutual Advisors, LLC	$6.2M	68,672	+21,164	ADD
344	PARK CIRCLE Co	$6.1M	68,620	0	NO CHANGE
345	Long Road Investment Counsel, LLC	$6.1M	68,570	+3,600	ADD
346	Ausdal Financial Partners, Inc.	$6.1M	67,666	+4,890	ADD
347	Capital Group Investment Management Pte. Ltd.	$6.1M	67,561	+10,003	ADD
348	Osmosis Investment Management UK Ltd	$6.0M	67,270	−21,883	TRIM
349	BOCHK Asset Management Ltd	$6.0M	67,000	+67,000	NEW
350	Cresset Asset Management, LLC	$6.0M	66,754	+9,835	ADD
351	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$6.0M	66,507	−24,908	TRIM
352	Glenview Trust Co	$6.0M	66,483	−7,605	TRIM
353	ABN AMRO INVESTMENT SOLUTIONS	$5.9M	65,848	+9,113	ADD
354	Bridgewater Associates, LP	$5.9M	65,739	−16,043	TRIM
355	Greystone Financial Group, LLC	$5.8M	65,036	−43,536	TRIM
356	HARTFORD INVESTMENT MANAGEMENT CO	$5.8M	64,958	−774	TRIM
357	Chesley Taft & Associates LLC	$5.8M	64,931	−153	TRIM
358	AIA Group Ltd	$5.8M	64,805	−27,550	TRIM
359	Wealthspire Advisors, LLC	$5.7M	64,171	+12,054	ADD
360	William Allan Corp	$5.7M	63,635	+1,659	ADD
361	BECKER CAPITAL MANAGEMENT INC	$5.7M	63,453	−1,504	TRIM
362	Biondo Investment Advisors, LLC	$5.7M	63,386	+413	ADD
363	HENNESSY ADVISORS INC	$5.6M	63,000	+9,300	ADD
364	TRITONPOINT WEALTH, LLC	$5.6M	62,737	−2,155	TRIM
365	MidFirst Bank	$5.6M	62,391	+16,462	ADD
366	Aptus Capital Advisors, LLC	$5.6M	62,181	+15,860	ADD
367	Royal Fund Management, LLC	$5.6M	61,967	+4,301	ADD
368	AE Wealth Management LLC	$5.5M	61,772	+8,722	ADD
369	PERRYMAN FINANCIAL ADVISORY INC /AD	$5.5M	61,510	+816	ADD
370	Freestone Capital Holdings, LLC	$5.5M	61,476	+2,874	ADD
371	NewEdge Wealth, LLC	$5.5M	61,447	+3,046	ADD
372	Altrius Capital Management Inc	$5.5M	61,386	+652	ADD
373	Ramsay, Stattman, Vela & Price, Inc.	$5.5M	61,219	+38	ADD
374	Ashton Thomas Private Wealth, LLC	$5.4M	60,261	+412	ADD
375	BARTLETT & CO. WEALTH MANAGEMENT LLC	$5.4M	51,361	−3,344	TRIM
376	MAI Capital Management	$5.3M	59,691	+6,564	ADD
377	EP Wealth Advisors, LLC	$5.3M	59,547	−65	TRIM
378	Perennial Advisors, LLC	$5.3M	59,077	+1,802	ADD
379	HIGHLAND CAPITAL MANAGEMENT, LLC	$5.3M	58,974	+436	ADD
380	GRANDFIELD & DODD, LLC	$5.2M	57,907	−737	TRIM
381	Lafayette Investments, Inc.	$5.2M	57,904	−5,946	TRIM
382	Guardian Partners Inc.	$5.1M	57,160	+256	ADD
383	NWAM LLC	$5.1M	57,044	−2,089	TRIM
384	Alphadyne Asset Management LP	$5.1M	56,857	+55,722	ADD
385	Graham Capital Management, L.P.	$5.1M	56,751	−4,742	TRIM
386	Maryland State Retirement & Pension System	$5.1M	56,714	0	NO CHANGE
387	MMBG INVESTMENT ADVISORS CO.	$5.0M	55,907	0	NO CHANGE
388	Northstar Group, Inc.	$4.9M	54,777	−5,526	TRIM
389	FIDUCIARY TRUST CO	$4.9M	54,765	+5,396	ADD
390	Dai-ichi Life Insurance Company, Ltd	$4.9M	54,719	+16,027	ADD
391	KAVAR CAPITAL PARTNERS GROUP, LLC	$4.9M	54,517	+2,122	ADD
392	FIRST NATIONAL BANK OF OMAHA	$4.8M	54,370	−10,264	TRIM
393	Equitable Holdings, Inc.	$4.8M	55,651	+27,046	ADD
394	Fiduciary Group, LLC	$4.8M	53,077	−3,874	TRIM
395	Laurion Capital Management LP	$4.8M	53,035	+53,035	NEW
396	MOGY JOEL R INVESTMENT COUNSEL INC	$4.7M	53,011	−9,450	TRIM
397	OMERS ADMINISTRATION Corp	$4.7M	52,824	+12,208	ADD
398	B & T Capital Management DBA Alpha Capital Management	$4.7M	52,801	+2,791	ADD
399	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.7M	52,303	−9,741	TRIM
400	BEACON INVESTMENT ADVISORY SERVICES, INC.	$4.7M	52,189	−99	TRIM
401	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.6M	51,784	−80,661	TRIM
402	Ameritas Investment Partners, Inc.	$4.6M	51,536	+57	ADD
403	Monte Financial Group, LLC	$4.6M	51,265	−190	TRIM
404	CREDIT AGRICOLE S A	$4.6M	51,219	−384,002	TRIM
405	JANE STREET GROUP, LLC	$4.6M	50,813	−414,967	TRIM
406	Orange Investment Advisors, Inc.	$4.5M	50,694	−10,980	TRIM
407	Bell & Brown Wealth Advisors, LLC	$4.5M	50,489	+352	ADD
408	RB Capital Management, LLC	$4.5M	50,422	−145	TRIM
409	Badgley Phelps Wealth Managers, LLC	$4.5M	50,088	−11,029	TRIM
410	Pegasus Asset Management, Inc.	$4.5M	50,081	+1,013	ADD
411	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$4.5M	49,878	+3,341	ADD
412	TOTH FINANCIAL ADVISORY CORP	$4.4M	49,662	+4,197	ADD
413	MGO ONE SEVEN LLC	$4.4M	49,643	−1,772	TRIM
414	Soltis Investment Advisors LLC	$4.4M	49,612	+31,343	ADD
415	HOHIMER WEALTH MANAGEMENT, LLC	$4.4M	49,589	+6,275	ADD
416	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$4.4M	49,578	+49,578	NEW
417	DAYMARK WEALTH PARTNERS, LLC	$4.4M	48,728	−2,060	TRIM
418	ProVise Management Group, LLC	$4.4M	48,688	+369	ADD
419	SITTNER & NELSON, LLC	$4.3M	48,544	−2,547	TRIM
420	Dakota Wealth Management	$4.3M	48,394	−169	TRIM
421	Sequoia Financial Advisors, LLC	$4.3M	47,588	+196	ADD
422	SOROS CAPITAL MANAGEMENT LLC	$4.2M	47,146	−4,329	TRIM
423	Summit Trail Advisors, LLC	$4.2M	47,053	+10,600	ADD
424	Gotham Asset Management, LLC	$4.2M	46,848	−3,945	TRIM
425	Pinnacle Financial Partners, Inc.	$4.2M	46,740	+8,703	ADD
426	MUFG Securities EMEA plc	$4.2M	46,707	+92	ADD
427	Sepio Capital, LP	$4.2M	46,701	−3,548	TRIM
428	CENTRAL TRUST Co	$4.2M	46,530	+179	ADD
429	GREAT LAKES ADVISORS, LLC	$4.1M	46,243	−171	TRIM
430	AG2R LA MONDIALE GESTION D'ACTIFS	$4.1M	46,124	+611	ADD
431	INDEPENDENT FINANCIAL GROUP, LLC	$4.1M	45,327	—	NO PRIOR
432	NAPLES GLOBAL ADVISORS, LLC	$4.1M	45,314	−2,512	TRIM
433	OneDigital Investment Advisors LLC	$4.0M	45,051	+10,621	ADD
434	Darwins River Capital, LP	$4.0M	45,000	+45,000	NEW
435	Chicago Capital, LLC	$4.0M	44,788	−237	TRIM
436	BENDER ROBERT & ASSOCIATES	$3.9M	44,025	−707	TRIM
437	HB Wealth Management, LLC	$3.9M	44,002	+4,426	ADD
438	Siemens Fonds Invest GmbH	$3.9M	43,830	−79	TRIM
439	Callan Family Office, LLC	$3.9M	43,657	+319	ADD
440	Envestnet Portfolio Solutions, Inc.	$3.9M	43,404	−62,388	TRIM
441	Prospera Financial Services Inc	$3.9M	43,212	−2,454	TRIM
442	Apollon Wealth Management, LLC	$3.8M	42,445	+1,640	ADD
443	KING LUTHER CAPITAL MANAGEMENT CORP	$3.8M	42,440	+39	ADD
444	Saudi Central Bank	$3.8M	41,972	+41,972	NEW
445	Ethic Inc.	$3.8M	41,892	+6,769	ADD
446	Pine Haven Investment Counsel, Inc	$3.7M	41,822	−289	TRIM
447	Smith Salley Wealth Management	$3.7M	41,781	+3,118	ADD
448	Arlington Financial Advisors, LLC	$3.7M	41,717	+11,511	ADD
449	Jefferies Financial Group Inc.	$3.7M	41,576	−52,684	TRIM
450	ELEVATION POINT WEALTH PARTNERS, LLC	$3.7M	41,239	+21,510	ADD
451	CHOREO, LLC	$3.7M	41,145	−4,360	TRIM
452	GREAT VALLEY ADVISOR GROUP, INC.	$3.7M	41,046	−1,182	TRIM
453	Third View Private Wealth, LLC	$3.7M	40,866	+3,637	ADD
454	E Fund Management Co., Ltd.	$3.6M	40,684	—	NO PRIOR
455	Vident Advisory, LLC	$3.6M	40,507	+10,200	ADD
456	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.6M	40,339	−1,652	TRIM
457	Turtle Creek Wealth Advisors, LLC	$3.6M	40,137	−786	TRIM
458	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.6M	39,954	−1,528	TRIM
459	Quadrant Private Wealth Management, LLC	$3.6M	39,914	+73	ADD
460	Vontobel Holding Ltd.	$3.5M	39,556	−5,174	TRIM
461	Goelzer Investment Management, Inc.	$3.5M	39,479	−44	TRIM
462	PINNACLE ASSOCIATES LTD	$3.5M	39,291	−726	TRIM
463	Larson Financial Group LLC	$3.5M	39,115	+4,762	ADD
464	Empirical Finance, LLC	$3.5M	38,621	−64	TRIM
465	BELLEVUE ASSET MANAGEMENT, LLC	$3.4M	38,500	+18	ADD
466	Metis Global Partners, LLC	$3.4M	38,487	−3,174	TRIM
467	Marks Group Wealth Management, Inc	$3.4M	38,426	−3,747	TRIM
468	FAS Wealth Partners, Inc.	$3.4M	38,369	−255	TRIM
469	PETTYJOHN, WOOD & WHITE, INC	$3.4M	38,150	+531	ADD
470	REIK & CO., LLC	$3.4M	37,719	0	NO CHANGE
471	DEARBORN PARTNERS LLC	$3.4M	37,661	−1,239	TRIM
472	Americana Partners, LLC	$3.3M	37,355	+17,114	ADD
473	Harrington Investments, INC	$3.3M	37,025	+280	ADD
474	NORDEN GROUP LLC	$3.3M	36,804	+3,197	ADD
475	Generali Investments CEE, investicni spolecnost, a.s.	$3.3M	36,632	−8,674	TRIM
476	Vest Financial, LLC	$3.3M	36,628	+3,812	ADD
477	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.3M	36,455	+129	ADD
478	Fifth Third Wealth Advisors LLC	$3.2M	36,180	−2,181	TRIM
479	QUADRANT CAPITAL GROUP LLC	$3.2M	36,079	+5,220	ADD
480	Portside Wealth Group, LLC	$3.2M	36,061	−7,702	TRIM
481	Savant Capital, LLC	$3.2M	36,020	+7,042	ADD
482	GUARDIAN CAPITAL LP	$3.2M	35,644	+9,000	ADD
483	Capital Group Private Client Services, Inc.	$3.2M	35,493	−6,668	TRIM
484	Generali Asset Management SPA SGR	$3.2M	35,265	−1,452	TRIM
485	Caprock Group, LLC	$3.2M	35,250	+9,940	ADD
486	180 WEALTH ADVISORS, LLC	$3.2M	35,223	−696	TRIM
487	PKO Investment Management Joint-Stock Co	$3.1M	35,000	−5,000	TRIM
488	BRADLEY FOSTER & SARGENT INC/CT	$3.1M	34,807	−824	TRIM
489	New Age Alpha Advisors, LLC	$3.1M	34,755	−1,112	TRIM
490	Granite Group Advisors, LLC	$3.1M	32,688	+48	ADD
491	Jain Global LLC	$3.1M	34,499	+34,499	NEW
492	Oak Thistle LLC	$3.1M	34,468	+20,826	ADD
493	Investment Research & Advisory Group, Inc.	$3.1M	34,431	+1,086	ADD
494	Ascent Group, LLC	$3.1M	34,458	+3,922	ADD
495	Cohen Investment Advisors LLC	$3.1M	34,158	+622	ADD
496	Pine Valley Investments Ltd Liability Co	$3.0M	33,854	+4,472	ADD
497	Neo Ivy Capital Management	$3.0M	33,805	+219	ADD
498	JOHNSON INVESTMENT COUNSEL INC	$3.0M	33,719	−2,622	TRIM
499	BRADY FAMILY WEALTH, LLC	$3.0M	33,611	−6,306	TRIM
500	Central Pacific Bank - Trust Division	$3.0M	33,487	+9,971	ADD

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

Congress ↔ notable managers · SBUX

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Ro Khanna D–CA-17 $2K–$30K
Sellers: 1 Kevin Hern R–OK-1 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Moore Capital Management $2.4M held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $10.1M held

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

Merged timeline of congressional filings and notable-manager moves on SBUX
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-06	Ro Khanna Congress	BUY	$1K–$15K
2026-05-15	Moore Capital Management 13F	ADD	+5,251 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−16,043 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−3,945 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

60 members of Congress disclosed SBUX — 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).