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 ↗

S&P GLOBAL INC · COM · quarter ended 2026-03-31 · 27 members disclosed SPGI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,717 holders are listed, largest first: 1,717
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $98.1B
holders whose share count rose or who opened the position (new + add), by shares: 771
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 272

Holders — quarter ended 2026-03-31

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

13F holders of SPGI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.2B	24,071,452	−1,741,439	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.2B	19,383,810	—	NO PRIOR
3	STATE STREET CORP	$6.0B	14,175,534	−84,156	TRIM
4	TCI Fund Management Ltd	$6.0B	14,035,310	+2,245,000	ADD
5	MORGAN STANLEY	$3.4B	7,908,180	−424,919	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$2.9B	6,917,960	+60,385	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	6,760,342	—	NO PRIOR
8	WELLINGTON MANAGEMENT GROUP LLP	$2.6B	6,062,632	+1,280,753	ADD
9	BANK OF AMERICA CORP /DE/	$1.9B	4,447,574	−100,231	TRIM
10	Capital International Investors	$1.5B	3,516,308	+478,396	ADD
11	FMR LLC	$1.4B	3,272,782	−146,420	TRIM
12	NORTHERN TRUST CORP	$1.3B	3,039,331	−53,472	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	2,963,591	+185,100	ADD
14	WELLS FARGO & COMPANY/MN	$1.1B	2,511,093	−689,996	TRIM
15	Invesco Ltd.	$983M	2,310,622	−27,895	TRIM
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$967M	2,273,252	+47,679	ADD
17	Legal & General Group Plc	$910M	2,140,599	+2,610	ADD
18	Unisphere Establishment	$906M	2,130,050	+130,050	ADD
19	Mitsubishi UFJ Asset Management Co., Ltd.	$868M	2,041,884	+71,096	ADD
20	Amundi	$825M	1,939,016	−168,025	TRIM
21	ALLIANCEBERNSTEIN L.P.	$803M	1,536,897	+277,569	ADD
22	Nuveen, LLC	$777M	1,826,581	−73,899	TRIM
23	UBS Group AG	$759M	1,783,834	+337,935	ADD
24	Bank of New York Mellon Corp	$752M	1,768,782	−77,504	TRIM
25	Valley Forge Capital Management, LP	$748M	1,758,074	−105	TRIM
26	VANGUARD FIDUCIARY TRUST CO	$727M	1,710,081	—	NO PRIOR
27	Soroban Capital Partners LP	$718M	1,688,643	+1,219,990	ADD
28	EdgePoint Investment Group Inc.	$703M	1,652,585	+1,652,585	NEW
29	PARNASSUS INVESTMENTS, LLC	$701M	1,648,429	−100,965	TRIM
30	AMERIPRISE FINANCIAL INC	$659M	1,555,478	−336,951	TRIM
31	CANTILLON CAPITAL MANAGEMENT LLC	$658M	1,547,303	−208,321	TRIM
32	EAGLE CAPITAL MANAGEMENT LLC	$606M	1,425,311	+1,425,311	NEW
33	Temasek Holdings (Private) Ltd	$594M	1,396,452	+96,150	ADD
34	FLOSSBACH VON STORCH SE	$590M	1,387,910	+683,223	ADD
35	FRANKLIN RESOURCES INC	$584M	1,372,140	+434,357	ADD
36	Rothschild & Co Wealth Management UK Ltd	$571M	1,342,430	+280,092	ADD
37	AQR CAPITAL MANAGEMENT LLC	$528M	1,246,935	+1,104,821	ADD
38	ROYAL BANK OF CANADA	$487M	1,145,924	−155,552	TRIM
39	DEUTSCHE BANK AG\	$447M	1,051,561	+71,978	ADD
40	FIRST MANHATTAN CO. LLC.	$445M	1,046,651	+411,814	ADD
41	Newport Trust Company, LLC	$439M	1,033,108	+10,257	ADD
42	MILLENNIUM MANAGEMENT LLC	$419M	984,438	−41	TRIM
43	Carmignac Gestion	$406M	955,021	+90,181	ADD
44	RAYMOND JAMES FINANCIAL INC	$397M	933,135	−52,823	TRIM
45	Swedbank AB	$384M	903,239	−251,602	TRIM
46	CIBC Bancorp USA Inc.	$384M	902,451	—	NO PRIOR
47	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$375M	880,640	+546,465	ADD
48	DIMENSIONAL FUND ADVISORS LP	$356M	837,283	+31,370	ADD
49	ENVESTNET ASSET MANAGEMENT INC	$337M	791,930	−19,141	TRIM
50	Sustainable Growth Advisers, LP	$322M	757,297	−272,995	TRIM
51	Clearbridge Investments, LLC	$316M	742,458	−190,571	TRIM
52	HSBC HOLDINGS PLC	$315M	741,213	−948,659	TRIM
53	National Pension Service	$308M	724,825	+724,825	NEW
54	MACKENZIE FINANCIAL CORP	$295M	694,600	−200,409	TRIM
55	Sumitomo Mitsui Trust Group, Inc.	$289M	680,147	−37,602	TRIM
56	Vanguard Global Advisers, LLC	$285M	669,128	—	NO PRIOR
57	EDGEWOOD MANAGEMENT LLC	$279M	656,043	−986,888	TRIM
58	LAZARD ASSET MANAGEMENT LLC	$268M	630,575	+1,325	ADD
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$265M	622,785	−13,346	TRIM
60	ABN AMRO Bank N.V.	$244M	568,792	−161,897	TRIM
61	COMGEST GLOBAL INVESTORS S.A.S.	$229M	538,766	+84,704	ADD
62	PineStone Asset Management Inc.	$226M	532,378	−85,010	TRIM
63	VANGUARD ASSET MANAGEMENT, Ltd	$225M	529,401	—	NO PRIOR
64	Skye Global Management LP	$224M	526,000	+89,500	ADD
65	Allianz Asset Management GmbH	$223M	524,576	−48,885	TRIM
66	AMERICAN CENTURY COMPANIES INC	$218M	512,819	−373,758	TRIM
67	CANADA PENSION PLAN INVESTMENT BOARD	$216M	508,165	−55,595	TRIM
68	Alecta Tjanstepension Omsesidigt	$216M	508,000	0	NO CHANGE
69	PRINCIPAL FINANCIAL GROUP INC	$216M	507,130	+162,654	ADD
70	Meritage Group LP	$215M	504,410	+504,410	NEW
71	STIFEL FINANCIAL CORP	$212M	498,981	−9,761	TRIM
72	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$206M	483,224	+483,224	NEW
73	Fiera Capital Corp	$203M	476,622	−167,397	TRIM
74	MENORA MIVTACHIM HOLDINGS LTD.	$198M	465,211	+175,500	ADD
75	CITIGROUP INC	$196M	460,131	+118,322	ADD
76	SEI INVESTMENTS CO	$189M	444,101	−80,892	TRIM
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$185M	435,387	−36,551	TRIM
78	Corient Private Wealth LLC	$183M	420,165	−844,809	TRIM
79	Capital World Investors	$181M	425,661	+425,661	NEW
80	Stonehage Fleming Financial Services Holdings Ltd	$180M	423,617	−3,755	TRIM
81	B. Metzler seel. Sohn & Co. AG	$173M	406,514	+259,802	ADD
82	BANK OF MONTREAL /CAN/	$169M	397,190	−213,605	TRIM
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$167M	391,477	−3,040	TRIM
84	NORDEA INVESTMENT MANAGEMENT AB	$166M	395,769	−151,695	TRIM
85	Aberdeen Group plc	$164M	385,822	+4,612	ADD
86	Mawer Investment Management Ltd.	$163M	383,111	+177,016	ADD
87	BNP Paribas Asset Management Holding S.A.	$160M	377,566	−70,521	TRIM
88	AVIVA PLC	$160M	376,871	−7,836	TRIM
89	LOCUST WOOD CAPITAL ADVISERS, LLC	$160M	376,176	+64,244	ADD
90	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$160M	376,009	+374,361	ADD
91	ProShare Advisors LLC	$159M	373,804	−21,775	TRIM
92	Ensign Peak Advisors, Inc	$158M	371,979	+40,484	ADD
93	CITADEL ADVISORS LLC	$157M	370,113	+277,092	ADD
94	NEW YORK STATE COMMON RETIREMENT FUND	$151M	354,234	−4,800	TRIM
95	DnB Asset Management AS	$149M	351,196	+37,752	ADD
96	USS Investment Management Ltd	$148M	348,354	−142,668	TRIM
97	Holocene Advisors, LP	$147M	344,482	−1,209,113	TRIM
98	OMERS ADMINISTRATION Corp	$145M	341,247	+3,318	ADD
99	Longview Partners (Guernsey) LTD	$144M	338,418	−490,862	TRIM
100	Gates Capital Management, Inc.	$139M	327,955	+40,401	ADD
101	D. E. Shaw & Co., Inc.	$139M	326,143	+150,925	ADD
102	Findlay Park Partners LLP	$137M	323,240	−219,400	TRIM
103	JUPITER ASSET MANAGEMENT LTD	$132M	319,570	+319,570	NEW
104	Haverford Trust Co	$131M	308,020	−3,729	TRIM
105	LPL Financial LLC	$131M	307,394	−12,844	TRIM
106	Korea Investment CORP	$130M	304,630	+85,288	ADD
107	VICTORY CAPITAL MANAGEMENT INC	$127M	298,776	−23,226	TRIM
108	PRUDENTIAL FINANCIAL INC	$127M	298,300	−30,315	TRIM
109	NOMURA ASSET MANAGEMENT CO LTD	$125M	294,518	+19,287	ADD
110	Janus Henderson Group Ltd.	$125M	293,336	+75,211	ADD
111	Focus Partners Wealth	$123M	288,357	+104,481	ADD
112	Capital Research Global Investors	$120M	282,821	−35,370	TRIM
113	US BANCORP \DE\	$117M	275,799	+5,932	ADD
114	ADAGE CAPITAL PARTNERS GP, L.L.C.	$117M	274,120	−500	TRIM
115	Bank Julius Baer & Co. Ltd, Zurich	$115M	271,882	−423,407	TRIM
116	Evergreen Quality Fund GP, Ltd.	$115M	270,600	−67,483	TRIM
117	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$114M	268,508	−6,253	TRIM
118	Zurcher Kantonalbank (Zurich Cantonalbank)	$112M	262,856	+262,856	NEW
119	JANE STREET GROUP, LLC	$111M	261,954	+139,730	ADD
120	Douglass Winthrop Advisors, LLC	$108M	254,542	+16,769	ADD
121	CREDIT AGRICOLE S A	$107M	251,059	−77,163	TRIM
122	LGT Group Foundation	$107M	250,805	−270	TRIM
123	ROYAL LONDON ASSET MANAGEMENT LTD	$107M	250,598	+75,274	ADD
124	SCHRODER INVESTMENT MANAGEMENT GROUP	$103M	242,377	−219,717	TRIM
125	CI INVESTMENTS INC.	$102M	238,910	+3,625	ADD
126	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$101M	238,892	−226	TRIM
127	Bowie Capital Management, LLC	$101M	236,705	−17,362	TRIM
128	FIL Ltd	$98.5M	231,655	−377,552	TRIM
129	BROWN ADVISORY INC	$97.4M	229,023	−28,133	TRIM
130	Cerity Partners LLC	$96.3M	226,304	+27,043	ADD
131	Dorsey Asset Management, LLC	$94.7M	222,683	+222,683	NEW
132	DANSKE BANK A/S	$93.0M	218,594	−7,184	TRIM
133	Allspring Global Investments Holdings, LLC	$90.8M	213,654	−50,037	TRIM
134	ABN AMRO INVESTMENT SOLUTIONS	$90.0M	211,509	+60,225	ADD
135	WORLDQUANT MILLENNIUM ADVISORS LLC	$89.9M	211,395	+129,103	ADD
136	Camrose Capital Investment Partners LLP	$89.7M	210,885	+92,854	ADD
137	Robeco Institutional Asset Management B.V.	$89.1M	209,594	−457,876	TRIM
138	PFA Pension, Forsikringsaktieselskab	$89.0M	209,359	+209,359	NEW
139	STOREBRAND ASSET MANAGEMENT AS	$87.0M	204,587	—	NO PRIOR
140	D.A. DAVIDSON & CO.	$83.6M	196,585	+20,303	ADD
141	Quilter Plc	$83.3M	195,806	+30,939	ADD
142	SEB Asset Management AB	$81.2M	190,902	—	NO PRIOR
143	ALKEON CAPITAL MANAGEMENT LLC	$81.0M	190,416	0	NO CHANGE
144	TORONTO DOMINION BANK	$78.9M	185,566	+47,700	ADD
145	Mitsubishi UFJ Trust & Banking Corp	$76.8M	180,674	−17,503	TRIM
146	James Hambro & Partners LLP	$76.5M	179,842	−22,427	TRIM
147	SCHWARTZ INVESTMENT COUNSEL INC	$75.5M	177,550	+15,000	ADD
148	Pictet Asset Management Holding SA	$74.9M	176,065	−29,577	TRIM
149	BRISTOL JOHN W & CO INC /NY/	$74.7M	175,660	−2,004	TRIM
150	PBCay One RSC Ltd	$74.7M	175,577	+27,590	ADD
151	Spear Holdings RSC Ltd	$74.7M	175,576	+27,590	ADD
152	Artisan Partners Limited Partnership	$72.7M	170,895	−514,874	TRIM
153	STATE OF WISCONSIN INVESTMENT BOARD	$72.3M	170,032	+3,966	ADD
154	Hudson Way Capital Management LLC	$72.2M	169,675	+13,177	ADD
155	CRAWFORD INVESTMENT COUNSEL INC	$71.1M	167,197	−394	TRIM
156	FIFTH THIRD BANCORP	$70.8M	166,363	+58,044	ADD
157	NICHOLAS COMPANY, INC.	$70.3M	165,390	−150	TRIM
158	NISSAY ASSET MANAGEMENT CORP /JAPAN	$69.1M	162,464	+45,272	ADD
159	NATIONAL BANK OF CANADA /FI/	$68.1M	160,018	+11,916	ADD
160	Magellan Asset Management Ltd	$67.4M	158,514	+70,804	ADD
161	Candriam S.C.A.	$66.5M	156,430	−29,276	TRIM
162	Vanguard Investments Australia, Ltd.	$65.6M	154,183	—	NO PRIOR
163	Fullerton Fund Management Co Ltd.	$65.0M	152,735	−51,668	TRIM
164	DF DENT & CO INC	$64.8M	152,338	−89,265	TRIM
165	Vontobel Holding Ltd.	$64.3M	151,121	−26,153	TRIM
166	Chevy Chase Trust Holdings, LLC	$64.3M	151,098	−7,371	TRIM
167	GCQ FUNDS MANAGEMENT PTY Ltd	$63.9M	150,274	+150,274	NEW
168	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$63.6M	149,529	+91,941	ADD
169	Asset Management One Co., Ltd.	$63.4M	148,985	−22,017	TRIM
170	TD ASSET MANAGEMENT INC	$62.5M	146,952	+2,056	ADD
171	1832 Asset Management L.P.	$61.8M	145,388	−294,760	TRIM
172	RIVERBRIDGE PARTNERS LLC	$61.3M	144,215	−10,776	TRIM
173	FEDERATED HERMES, INC.	$60.9M	143,246	−23,320	TRIM
174	BLAIR WILLIAM & CO/IL	$60.9M	143,223	−68,110	TRIM
175	BlueSpruce Investments, LP	$60.7M	142,795	−539,144	TRIM
176	Mariner, LLC	$59.0M	138,756	−6,120	TRIM
177	Quantinno Capital Management LP	$58.4M	137,199	+30,175	ADD
178	APG Asset Management N.V.	$58.3M	158,000	−560	TRIM
179	Man Group plc	$57.6M	135,412	−73,038	TRIM
180	TUDOR INVESTMENT CORP ET AL	$57.3M	134,631	+107,631	ADD
181	BANK OF NOVA SCOTIA	$57.3M	134,613	−136,852	TRIM
182	BALYASNY ASSET MANAGEMENT L.P.	$57.2M	134,379	+55,190	ADD
183	CONFLUENCE INVESTMENT MANAGEMENT LLC	$57.0M	133,907	−5,898	TRIM
184	EP Wealth Advisors, LLC	$56.2M	132,133	+3,182	ADD
185	KLP KAPITALFORVALTNING AS	$55.7M	130,938	+2,560	ADD
186	TWO SIGMA INVESTMENTS, LP	$55.3M	130,046	+114,790	ADD
187	HM PAYSON & CO	$55.1M	129,533	+5,251	ADD
188	HighTower Advisors, LLC	$54.9M	129,102	−33,466	TRIM
189	Eurizon Capital SGR S.p.A.	$54.5M	128,577	−8,333	TRIM
190	KEYBANK NATIONAL ASSOCIATION/OH	$54.4M	127,985	−24,195	TRIM
191	COMPASS CAPITAL MANAGEMENT, INC	$54.1M	127,290	+124,401	ADD
192	DELTA ASSET MANAGEMENT LLC/TN	$53.7M	126,166	+2,130	ADD
193	C Partners Holding GmbH	$53.6M	126,089	+10,617	ADD
194	Tredje AP-fonden	$53.0M	124,638	+3,366	ADD
195	ASR Vermogensbeheer N.V.	$52.3M	122,993	+6,181	ADD
196	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$52.2M	122,739	+243	ADD
197	CULLINAN ASSOCIATES INC	$51.8M	121,900	−40	TRIM
198	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.8M	121,863	−32,957	TRIM
199	Himalaya Capital Management LLC	$51.7M	121,463	+121,463	NEW
200	Aviso Financial Inc.	$51.5M	121,156	+45,545	ADD
201	Squarepoint Ops LLC	$50.8M	119,531	−183,207	TRIM
202	Assenagon Asset Management S.A.	$50.5M	118,817	−276,761	TRIM
203	Resona Asset Management Co.,Ltd.	$50.3M	118,852	+2,127	ADD
204	MARKEL GROUP INC.	$50.1M	117,690	−33,000	TRIM
205	Coalescence Partners Investment Management, LP	$50.1M	117,678	+61,269	ADD
206	Creative Planning	$49.5M	116,440	+14,325	ADD
207	Lansforsakringar Fondforvaltning AB (publ)	$48.9M	114,992	+13,663	ADD
208	Tidal Investments LLC	$48.8M	116,403	−98,277	TRIM
209	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$48.5M	113,916	+4,180	ADD
210	KENSICO CAPITAL MANAGEMENT CORP	$48.3M	113,500	+66,200	ADD
211	Calamos Advisors LLC	$47.5M	111,724	−10,924	TRIM
212	FENIMORE ASSET MANAGEMENT INC	$47.2M	111,035	+111,035	NEW
213	Norinchukin Bank, The	$46.6M	109,488	−1,273	TRIM
214	State of New Jersey Common Pension Fund D	$45.4M	106,749	−487	TRIM
215	Birch Hill Investment Advisors LLC	$45.0M	105,819	−392	TRIM
216	Select Equity Group, L.P.	$44.9M	105,562	+30,616	ADD
217	Vest Financial, LLC	$44.4M	104,408	−4,610	TRIM
218	HOWLAND CAPITAL MANAGEMENT LLC	$44.1M	103,641	+1,852	ADD
219	BRIDGES INVESTMENT MANAGEMENT INC	$43.2M	101,527	+2,549	ADD
220	Marex Group Ltd	$42.7M	100,434	+100,434	NEW
221	Capital International, Inc./CA/	$42.7M	100,370	+29,654	ADD
222	Coronation Fund Managers Ltd.	$41.8M	98,247	+32,088	ADD
223	Ironvine Capital Partners, LLC	$41.1M	96,736	+1,090	ADD
224	OSSIAM	$40.7M	95,756	+86,549	ADD
225	Rockefeller Capital Management L.P.	$40.7M	95,710	+14,504	ADD
226	JOHNSON INVESTMENT COUNSEL INC	$40.5M	95,280	−4,032	TRIM
227	REGIONS FINANCIAL CORP	$40.4M	95,018	−3,848	TRIM
228	Alfreton Capital LLP	$40.4M	95,000	+95,000	NEW
229	Compagnie Lombard Odier SCmA	$39.7M	93,249	−37,454	TRIM
230	IEQ CAPITAL, LLC	$39.5M	92,934	+69,183	ADD
231	Longaeva Partners L.P.	$39.5M	92,917	+92,917	NEW
232	BENJAMIN EDWARDS INC	$39.1M	91,916	−3,066	TRIM
233	JIA INVESTMENT ALLIANCE PTE. LTD.	$39.1M	91,850	0	NO CHANGE
234	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.7M	88,573	+35,813	ADD
235	PUBLIC SECTOR PENSION INVESTMENT BOARD	$37.0M	87,035	−71,923	TRIM
236	Arizona State Retirement System	$36.1M	84,943	−3,760	TRIM
237	YCG, LLC	$36.0M	84,718	−1,133	TRIM
238	OAKMONT Corp	$35.7M	84,037	+2,612	ADD
239	Lionstone Capital Management LLC	$35.7M	84,000	0	NO CHANGE
240	Czech National Bank	$35.4M	83,338	+1,595	ADD
241	TRUIST FINANCIAL CORP	$35.4M	83,216	−970	TRIM
242	CIBC Asset Management Inc	$35.1M	82,570	−8,345	TRIM
243	Evelyn Partners Investment Management LLP	$33.6M	78,907	−1,546	TRIM
244	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$33.1M	77,782	+77,782	NEW
245	Sather Financial Group Inc	$32.4M	76,152	−2,185	TRIM
246	RIT CAPITAL PARTNERS PLC	$32.3M	76,000	−8,500	TRIM
247	GREENLEAF TRUST	$32.1M	75,579	+1,026	ADD
248	Rafferty Asset Management, LLC	$31.6M	74,391	−20,176	TRIM
249	Cetera Investment Advisers	$31.5M	74,162	−7,711	TRIM
250	Union Bancaire Privee, UBP SA	$30.9M	65,352	−70,238	TRIM
251	AE Wealth Management LLC	$30.9M	72,549	+253	ADD
252	Sandhill Capital Partners LLC	$30.7M	72,194	−7,724	TRIM
253	MetLife Investment Management, LLC	$30.4M	71,455	−2,748	TRIM
254	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$30.3M	71,280	−828	TRIM
255	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.9M	70,193	−3,773	TRIM
256	Sumitomo Mitsui DS Asset Management Company, Ltd	$28.6M	67,303	+3,509	ADD
257	Mirae Asset Global Investments Co., Ltd.	$28.5M	67,034	+6,825	ADD
258	NISA INVESTMENT ADVISORS, LLC	$28.3M	66,460	−120,021	TRIM
259	IFM Investors Pty Ltd	$28.0M	65,715	+3,238	ADD
260	BLI - Banque de Luxembourg Investments	$27.8M	53,461	+53,461	NEW
261	Retirement Systems of Alabama	$27.6M	64,983	−963	TRIM
262	Varma Mutual Pension Insurance Co	$27.4M	64,507	0	NO CHANGE
263	Danica Pension, Livsforsikringsaktieselskab	$27.4M	64,325	−77,596	TRIM
264	SORA INVESTORS LLC	$27.3M	64,296	−2,009	TRIM
265	ALTA CAPITAL MANAGEMENT LLC/	$27.3M	64,161	−6,296	TRIM
266	Pinnacle Financial Partners, Inc.	$26.3M	61,768	+17,287	ADD
267	Swiss Life Asset Management Ltd	$26.1M	61,462	+4,924	ADD
268	Woodline Partners LP	$25.6M	60,090	+7,153	ADD
269	XPONANCE LLC	$25.0M	58,796	+3,365	ADD
270	Trexquant Investment LP	$25.0M	58,755	+58,755	NEW
271	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$24.6M	57,864	+340	ADD
272	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$24.6M	61,491	−27,408	TRIM
273	J. Safra Sarasin Holding AG	$24.4M	57,388	−10,701	TRIM
274	EULAV Asset Management	$24.3M	57,192	0	NO CHANGE
275	VOYA INVESTMENT MANAGEMENT LLC	$24.3M	57,179	−1,539	TRIM
276	EASTERN BANK	$24.0M	56,460	+4,659	ADD
277	NATIXIS	$23.7M	55,792	+55,792	NEW
278	Daiwa Securities Group Inc.	$23.7M	55,681	−374	TRIM
279	TEACHER RETIREMENT SYSTEM OF TEXAS	$23.5M	55,204	−57,691	TRIM
280	PITTENGER & ANDERSON INC	$23.4M	54,973	+2,708	ADD
281	Capital International Sarl	$22.9M	53,838	+2,190	ADD
282	Segment Wealth Management, LLC	$22.8M	53,684	−34,110	TRIM
283	Suncoast Equity Management	$22.7M	53,360	+53,360	NEW
284	MILFORD FUNDS LTD	$22.5M	52,837	−107,297	TRIM
285	QRG CAPITAL MANAGEMENT, INC.	$22.5M	52,831	+28,151	ADD
286	National Mutual Insurance Federation of Agricultural Cooperatives	$22.5M	52,800	0	NO CHANGE
287	OPPENHEIMER ASSET MANAGEMENT INC.	$22.3M	52,439	−5,586	TRIM
288	Curi Capital, LLC	$22.2M	52,107	−4,390	TRIM
289	Cercano Management LLC	$22.1M	52,035	0	NO CHANGE
290	Pathstone Holdings, LLC	$21.8M	51,207	−3,093	TRIM
291	DEARBORN PARTNERS LLC	$21.7M	51,021	−4,248	TRIM
292	RBF Capital, LLC	$21.3M	50,000	−50,000	TRIM
293	ODDO BHF ASSET MANAGEMENT SAS	$21.1M	49,702	−19,750	TRIM
294	Lombard Odier Asset Management (Europe) Ltd	$21.1M	49,578	+2,129	ADD
295	LBP AM SA	$21.1M	49,568	−46,963	TRIM
296	ROCKLAND TRUST CO	$21.1M	49,533	+39,845	ADD
297	Utah Retirement Systems	$21.0M	49,269	−1,188	TRIM
298	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$20.8M	48,861	−826,966	TRIM
299	&PARTNERS	$20.7M	48,923	−8,517	TRIM
300	TD Waterhouse Canada Inc.	$20.5M	48,171	+9,031	ADD
301	Vanguard Personalized Indexing Management, LLC	$20.3M	47,725	−2,451	TRIM
302	Nan Shan Life Insurance Co., Ltd.	$20.3M	47,664	−52,037	TRIM
303	YOUSIF CAPITAL MANAGEMENT, LLC	$20.1M	47,284	−5,083	TRIM
304	JACKSON HILL ADVISORS, LLC	$19.8M	46,500	+7,500	ADD
305	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$19.7M	46,221	−12,034	TRIM
306	UNIVEST FINANCIAL Corp	$19.6M	46,126	+10,524	ADD
307	MAKENA CAPITAL MANAGEMENT LLC	$19.6M	46,029	+13,560	ADD
308	Y-Intercept (Hong Kong) Ltd	$19.3M	45,465	+45,465	NEW
309	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.3M	45,449	+451	ADD
310	Granite Investment Partners, LLC	$19.2M	45,184	+590	ADD
311	Steward Partners Investment Advisory, LLC	$19.1M	44,940	+9,094	ADD
312	Rakuten Investment Management, Inc.	$19.0M	45,611	+4,727	ADD
313	Vinva Investment Management Ltd	$19.0M	45,527	+3,380	ADD
314	Vanguard National Trust Co	$18.8M	44,316	—	NO PRIOR
315	FACTORY MUTUAL INSURANCE CO	$18.8M	44,100	+1,700	ADD
316	NEOS Investment Management LLC	$18.7M	43,938	−1,609	TRIM
317	Cornerstone Advisors, LLC	$18.6M	43,830	+5,930	ADD
318	LAKEWOOD CAPITAL MANAGEMENT, LP	$18.6M	43,750	+43,750	NEW
319	Mill Capital Management, LLC	$18.5M	43,470	+43,470	NEW
320	MERCER GLOBAL ADVISORS INC /ADV	$18.4M	43,360	+17,817	ADD
321	Ethic Inc.	$18.3M	43,047	−5,538	TRIM
322	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$18.2M	42,721	−62,844	TRIM
323	Maple Capital Management, Inc.	$18.1M	42,573	−651	TRIM
324	Polar Asset Management Partners Inc.	$18.0M	42,300	+42,300	NEW
325	PRUDENTIAL PLC	$17.9M	42,160	+2,258	ADD
326	CWM, LLC	$17.9M	42,127	+28,704	ADD
327	Northwest & Ethical Investments L.P.	$17.9M	42,087	−4,229	TRIM
328	71 West Capital Partners	$17.8M	41,917	+2,475	ADD
329	COMMONWEALTH EQUITY SERVICES, LLC	$17.7M	41,698	−3,082	TRIM
330	Andra AP-fonden	$17.7M	41,514	+25,910	ADD
331	Troy Asset Management Ltd	$17.5M	41,156	−550	TRIM
332	BAILLIE GIFFORD & CO	$16.9M	39,807	−684,806	TRIM
333	Apollon Wealth Management, LLC	$16.8M	39,551	+8,438	ADD
334	Onex Canada Asset Management Inc.	$16.8M	39,508	−5,710	TRIM
335	TOCQUEVILLE ASSET MANAGEMENT L.P.	$16.8M	39,473	+27,622	ADD
336	Peak Asset Management, LLC	$16.7M	39,182	+1,081	ADD
337	BAMCO INC /NY/	$16.7M	39,177	+270	ADD
338	Smith Salley Wealth Management	$16.6M	39,120	+523	ADD
339	OP Asset Management Ltd	$16.5M	38,812	—	NO PRIOR
340	M&T BANK CORP	$16.3M	38,264	−676	TRIM
341	Addenda Capital Inc.	$16.2M	38,159	+1,180	ADD
342	EFG International AG	$16.1M	37,723	−128,355	TRIM
343	GDS Wealth Management	$16.0M	37,560	+2,920	ADD
344	Itau Unibanco Holding S.A.	$16.0M	37,500	+27,873	ADD
345	Connor, Clark & Lunn Investment Management Ltd.	$15.6M	36,750	+36,750	NEW
346	MEITAV INVESTMENT HOUSE LTD	$15.4M	36,233	+31,358	ADD
347	PARK NATIONAL CORP /OH/	$15.3M	35,994	−15,932	TRIM
348	FIRST TRUST ADVISORS LP	$15.3M	35,919	−17,614	TRIM
349	Snowden Capital Advisors LLC	$15.0M	35,322	−448	TRIM
350	Wealthfront Advisers LLC	$15.0M	35,174	−6,247	TRIM
351	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.9M	35,035	−500	TRIM
352	Advocacy Wealth Management, LLC	$14.9M	34,972	+5,709	ADD
353	GLENMEDE TRUST CO NA	$14.8M	34,899	+6,674	ADD
354	Federation des caisses Desjardins du Quebec	$14.6M	34,408	−32,135	TRIM
355	Callan Family Office, LLC	$14.6M	34,370	−4,623	TRIM
356	OSAIC HOLDINGS, INC.	$14.6M	34,213	−2,491	TRIM
357	Elo Mutual Pension Insurance Co	$14.4M	33,899	−6,413	TRIM
358	ALLIANZ SE	$14.4M	33,798	+17,041	ADD
359	Empowered Funds, LLC	$14.4M	33,795	+7,580	ADD
360	RWA WEALTH PARTNERS, LLC	$13.9M	32,704	−19,888	TRIM
361	Bridgewater Associates, LP	$13.9M	32,699	−45,435	TRIM
362	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$13.8M	32,549	−739	TRIM
363	WEDGEWOOD PARTNERS INC	$13.8M	32,371	−1,393	TRIM
364	Explore Capital Management, LLC	$13.7M	32,175	+4,425	ADD
365	MACQUARIE GROUP LTD	$13.7M	32,120	−20,237	TRIM
366	MAI Capital Management	$13.6M	32,070	+585	ADD
367	FIRST FINANCIAL BANKSHARES INC	$13.6M	31,896	+125	ADD
368	BAILARD, INC.	$13.5M	31,770	+22	ADD
369	Cander Asset Management LP	$13.4M	31,479	−15,973	TRIM
370	Merit Financial Group, LLC	$13.4M	31,477	+4,153	ADD
371	Gotham Asset Management, LLC	$13.4M	31,432	+11,215	ADD
372	Pictet North America Advisors SA	$13.3M	31,200	+2,583	ADD
373	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.1M	30,875	−339	TRIM
374	Sanctuary Advisors, LLC	$12.8M	30,137	−520	TRIM
375	PYA Waltman Capital, LLC	$12.7M	29,969	+3,785	ADD
376	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$12.6M	29,598	+11,258	ADD
377	CAPITAL INTERNATIONAL LTD /CA/	$12.6M	29,541	+812	ADD
378	MML INVESTORS SERVICES, LLC	$12.3M	28,996	−15,605	TRIM
379	Titan Investment Solutions Ltd	$12.2M	28,778	−946	TRIM
380	FIDUCIARY TRUST CO	$12.0M	28,288	−3,192	TRIM
381	Port Capital LLC	$12.0M	28,272	−49,463	TRIM
382	OFI INVEST ASSET MANAGEMENT	$11.9M	31,619	+1,984	ADD
383	Nippon Life Global Investors Americas, Inc.	$11.8M	27,820	+5,290	ADD
384	Glenview Trust Co	$11.8M	27,736	−939	TRIM
385	Generali Asset Management SPA SGR	$11.6M	27,233	−7,764	TRIM
386	EXENCIAL WEALTH ADVISORS, LLC	$11.6M	27,175	−2,034	TRIM
387	Progressive Investment Management Corp	$11.5M	27,116	−102	TRIM
388	BOWEN HANES & CO INC	$11.5M	27,030	−126,942	TRIM
389	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.5M	26,963	+9,863	ADD
390	Jain Global LLC	$11.5M	26,929	+26,929	NEW
391	Weiss Asset Management LP	$11.4M	26,904	+26,904	NEW
392	Bellecapital International Ltd.	$11.4M	26,716	−1,591	TRIM
393	COMMERCE BANK	$11.2M	26,296	+1,336	ADD
394	Laurus Global Equity Management Inc.	$11.1M	26,165	0	NO CHANGE
395	Phraction Management LLC	$11.1M	26,071	+2,656	ADD
396	Qube Research & Technologies Ltd	$11.1M	26,063	−36,852	TRIM
397	ExodusPoint Capital Management, LP	$11.1M	25,993	+25,993	NEW
398	Lido Advisors, LLC	$11.0M	25,840	−2,587	TRIM
399	CITIZENS FINANCIAL GROUP INC/RI	$11.0M	25,850	+1,374	ADD
400	Cresset Asset Management, LLC	$11.0M	25,783	+11,208	ADD
401	MIDDLETON & CO INC/MA	$11.0M	25,776	+613	ADD
402	Ravenstone Capital Management Inc.	$10.9M	25,555	—	NO PRIOR
403	Fulcrum Capital LLC	$10.8M	25,307	+3,581	ADD
404	Generate Investment Management Ltd	$10.6M	25,000	−10,000	TRIM
405	CHOREO, LLC	$10.6M	24,989	−924	TRIM
406	Orion Porfolio Solutions, LLC	$10.6M	24,882	−7,393	TRIM
407	Claar Advisors LLC	$10.5M	24,714	+2	ADD
408	Round Hill Asset Management	$10.5M	24,703	−165	TRIM
409	Moran Wealth Management, LLC	$10.3M	24,323	−1,839	TRIM
410	GOODNOW INVESTMENT GROUP, LLC	$10.2M	24,090	+24,090	NEW
411	CIBC WORLD MARKET INC.	$10.2M	23,930	+5,801	ADD
412	UniSuper Management Pty Ltd	$10.0M	23,602	+217	ADD
413	Aptus Capital Advisors, LLC	$10.0M	23,543	+12,546	ADD
414	Atlantic Union Bankshares Corp	$9.9M	23,343	+101	ADD
415	Beacon Pointe Advisors, LLC	$9.8M	23,136	+16,259	ADD
416	Avanza Fonder AB	$9.8M	23,073	−190	TRIM
417	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.7M	22,912	−2,136	TRIM
418	Sterling Capital Management LLC	$9.7M	22,747	−3,457	TRIM
419	CARDEROCK CAPITAL MANAGEMENT INC	$9.6M	22,567	−674	TRIM
420	Foster Victor Wealth Advisors, LLC	$9.6M	22,495	−21,240	TRIM
421	Investment Management Corp of Ontario	$9.4M	22,172	−5,580	TRIM
422	Triavera Capital LLC	$9.4M	22,156	−2,409	TRIM
423	Calamos Wealth Management LLC	$9.4M	22,129	−6,057	TRIM
424	Composition Wealth, LLC	$9.4M	22,075	−1,159	TRIM
425	MOTCO	$9.4M	22,052	+1,114	ADD
426	MATTERN CAPITAL MANAGEMENT, LLC	$9.3M	21,839	+847	ADD
427	Dash Acquisitions Inc.	$9.3M	20,971	+10,429	ADD
428	FULTON BREAKEFIELD BROENNIMAN LLC	$9.3M	21,786	−703	TRIM
429	Altrafin AG	$9.3M	21,777	−970	TRIM
430	LMCG INVESTMENTS, LLC	$9.2M	21,724	−1,630	TRIM
431	Advisors Asset Management, Inc.	$9.1M	21,396	−833	TRIM
432	EQUITABLE TRUST CO	$8.9M	20,906	−1,303	TRIM
433	KANAWHA CAPITAL MANAGEMENT LLC	$8.8M	20,746	+4,724	ADD
434	Berkeley, Inc	$8.6M	20,237	+988	ADD
435	Ashton Thomas Private Wealth, LLC	$8.5M	20,051	+3,377	ADD
436	NewEdge Advisors, LLC	$8.5M	20,005	+20,005	NEW
437	Bleichroeder LP	$8.5M	20,000	0	NO CHANGE
438	INTECH INVESTMENT MANAGEMENT LLC	$8.5M	19,937	+1,721	ADD
439	Crossmark Global Holdings, Inc.	$8.4M	19,811	—	NO PRIOR
440	GHP Investment Advisors, Inc.	$8.4M	19,650	+4,397	ADD
441	Osmosis Investment Management UK Ltd	$8.3M	19,520	−5,606	TRIM
442	Brookstone Capital Management	$8.2M	19,350	+3,455	ADD
443	KORNITZER CAPITAL MANAGEMENT INC /KS	$8.1M	19,000	−2,088	TRIM
444	Turtle Creek Wealth Advisors, LLC	$8.1M	18,949	+4,655	ADD
445	Laird Norton Wetherby Trust Company, LLC	$7.9M	18,683	−1,241	TRIM
446	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.9M	18,517	+13,824	ADD
447	MIZUHO SECURITIES USA LLC	$7.9M	18,499	−4,073	TRIM
448	Metis Global Partners, LLC	$7.8M	18,353	−1,010	TRIM
449	BANQUE PICTET & CIE SA	$7.8M	18,292	−185	TRIM
450	NBT BANK, N.A.	$7.7M	18,111	−681	TRIM
451	Karl Kapital LLC	$7.7M	18,005	+9,431	ADD
452	KR Capital LP	$7.6M	17,945	—	NO PRIOR
453	BTC Capital Management, Inc.	$7.6M	17,825	+5,197	ADD
454	BALDWIN WEALTH PARTNERS LLC/MA	$7.6M	17,807	−2,246	TRIM
455	JONES FINANCIAL COMPANIES LLLP	$7.6M	17,777	+2,110	ADD
456	Providence Capital Advisors, LLC	$7.4M	17,413	+7,329	ADD
457	Kintegral Advisory, LLC	$7.4M	17,403	−772	TRIM
458	World Investment Advisors	$7.4M	17,354	−1,079	TRIM
459	Silvant Capital Management LLC	$7.4M	17,345	−858	TRIM
460	LGT Fund Management Co Ltd.	$7.3M	17,109	−21,833	TRIM
461	Atria Investments, Inc	$7.3M	17,050	−2,330	TRIM
462	KING LUTHER CAPITAL MANAGEMENT CORP	$7.2M	17,038	−139,046	TRIM
463	Capital Group Private Client Services, Inc.	$7.2M	17,006	−4,190	TRIM
464	PENINSULA ASSET MANAGEMENT INC	$7.2M	16,974	−380	TRIM
465	SIGNATUREFD, LLC	$7.2M	16,950	+10	ADD
466	THREADGILL FINANCIAL, LLC	$7.1M	16,734	−934	TRIM
467	Blackstone Inc.	$7.1M	16,691	+9,628	ADD
468	OpenArc Corporate Advisory, LLC	$7.1M	16,690	−146,822	TRIM
469	Groupe la Francaise	$7.0M	16,556	+1,732	ADD
470	SOROS FUND MANAGEMENT LLC	$7.0M	16,532	+16,532	NEW
471	EAGLE GLOBAL ADVISORS LLC	$7.0M	16,507	−12	TRIM
472	HB Wealth Management, LLC	$7.0M	16,495	−3,268	TRIM
473	Meiji Yasuda Asset Management Co Ltd.	$7.0M	16,457	−5,168	TRIM
474	Aware Super Pty Ltd as trustee of Aware Super	$7.0M	16,446	—	NO PRIOR
475	Global X Japan Co., Ltd.	$7.0M	16,389	+580	ADD
476	Vestmark Advisory Solutions, Inc.	$6.9M	16,311	+5,215	ADD
477	Vident Advisory, LLC	$6.9M	16,279	+2,190	ADD
478	Badgley Phelps Wealth Managers, LLC	$6.8M	15,998	+2,376	ADD
479	Evelyn Partners Investment Management Services Ltd	$6.8M	15,919	+247	ADD
480	Banque Cantonale Vaudoise	$6.8M	15,888	+1,250	ADD
481	Triveni Capital Investments LP	$6.7M	15,728	−1,997	TRIM
482	Hudson Bay Capital Management LP	$6.7M	15,725	+15,725	NEW
483	Hennion & Walsh Asset Management, Inc.	$6.7M	15,687	+372	ADD
484	Quadrature Capital Ltd	$6.6M	15,625	+15,625	NEW
485	Nemes Rush Group LLC	$6.6M	15,573	+2,383	ADD
486	Banque de Luxembourg S.A.	$6.6M	15,567	−287	TRIM
487	Summit Financial, LLC	$6.6M	15,419	+4,086	ADD
488	Haverford Financial Services, Inc.	$6.5M	15,337	−44	TRIM
489	LEVIN CAPITAL STRATEGIES, L.P.	$6.5M	15,244	−3,182	TRIM
490	Maryland State Retirement & Pension System	$6.5M	15,212	+105	ADD
491	ZEVIN ASSET MANAGEMENT LLC	$6.4M	15,142	+181	ADD
492	Capital Investment Counsel, LLC	$6.4M	15,075	+372	ADD
493	Montaka Global Pty Ltd	$6.3M	14,913	−2,769	TRIM
494	NORTH STAR ASSET MANAGEMENT INC	$6.3M	14,861	+1,711	ADD
495	Bank Pictet & Cie (Europe) AG	$6.3M	14,781	−59,928	TRIM
496	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.2M	14,498	+12,860	ADD
497	Vantage Investment Partners, LLC	$6.1M	14,413	−13	TRIM
498	Concurrent Investment Advisors, LLC	$6.1M	14,385	−620	TRIM
499	Atom Investors LP	$6.1M	14,342	+12,342	ADD
500	Linden Thomas Advisory Services, LLC	$6.0M	14,169	+473	ADD

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

Congress ↔ notable managers · SPGI

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

Congress · last 90 days

Buyers: 2 Michael T. McCaul R–TX-10, Alan Armstrong R–OK $6K–$90K
Sellers: 3 Jared Moskowitz D–FL-23, Rick Larsen D–WA-2, Thomas H. Kean, Jr. R–NJ-7 $5K–$75K

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

Notable managers · quarter ended 2026-03-31

Adding: 6 TCI Fund Management, Tudor Investment Corp, Himalaya Capital, Gotham Asset Management, Soros Fund Management, Caxton Associates $6.1B held
Trimming: 3 Markel Group, Bridgewater Associates, Coatue Management $64.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · S&P GLOBAL INC

Merged timeline of congressional filings and notable-manager moves on SPGI
Date	Who	Change	Size
2026-07-26	Jared Moskowitz Congress	SELL	$1K–$15K
2026-07-26	Jared Moskowitz Congress	SELL	$1K–$15K
2026-07-26	Jared Moskowitz Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	SELL	$1K–$15K
2026-07-12	Rick Larsen Congress	SELL	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-07-08	Michael T. McCaul Congress	BUY	$1K–$15K
2026-05-15	TCI Fund Management 13F	ADD	+2,245,000 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+107,631 sh
2026-05-15	Himalaya Capital 13F	NEW	+121,463 sh
2026-05-15	Gotham Asset Management 13F	ADD	+11,215 sh
2026-05-15	Soros Fund Management 13F	NEW	+16,532 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−45,435 sh
2026-05-15	Coatue Management 13F	EXIT	−63,451 sh
2026-05-14	Caxton Associates 13F	NEW	+7,040 sh
2026-05-01	Markel Group 13F	TRIM	−33,000 sh

20 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

27 members of Congress disclosed SPGI — 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).