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 ↗

SUNCOR ENERGY INC NEW · COM · quarter ended 2026-03-31 · 14 members disclosed SU ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 597 holders are listed, largest first: 597
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $52.2B
holders whose share count rose or who opened the position (new + add), by shares: 299
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 60

Holders — quarter ended 2026-03-31

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

13F holders of SU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$4.2B	64,037,311	+935,967	ADD
2	Elliott Investment Management L.P.	$3.5B	52,670,800	0	NO CHANGE
3	BANK OF MONTREAL /CAN/	$2.4B	36,475,558	−38,070	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.3B	34,212,502	—	NO PRIOR
5	FIL Ltd	$1.9B	29,086,054	+8,035,667	ADD
6	FMR LLC	$1.8B	27,168,709	+13,073,286	ADD
7	DODGE & COX	$1.7B	26,262,454	−995,300	TRIM
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.7B	26,085,360	+14,304,131	ADD
9	TD ASSET MANAGEMENT INC	$1.7B	25,497,252	+2,456,753	ADD
10	Fisher Asset Management, LLC	$1.2B	18,089,707	+1,268,783	ADD
11	TORONTO DOMINION BANK	$1.2B	17,820,928	−786,377	TRIM
12	PRINCIPAL FINANCIAL GROUP INC	$1.2B	17,681,187	−1,690,517	TRIM
13	Artisan Partners Limited Partnership	$1.1B	17,262,055	−15,556,186	TRIM
14	GQG Partners LLC	$1.1B	17,218,819	+17,218,819	NEW
15	1832 Asset Management L.P.	$1.1B	16,192,065	−1,599,612	TRIM
16	Invesco Ltd.	$975M	14,748,078	−1,824,401	TRIM
17	Connor, Clark & Lunn Investment Management Ltd.	$961M	14,519,545	+4,724,057	ADD
18	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$955M	14,444,825	−2,236,798	TRIM
19	MACKENZIE FINANCIAL CORP	$936M	14,157,995	+2,128,963	ADD
20	DIMENSIONAL FUND ADVISORS LP	$834M	12,609,777	+411,243	ADD
21	GEODE CAPITAL MANAGEMENT, LLC	$829M	12,255,759	+285,903	ADD
22	CIBC WORLD MARKET INC.	$809M	12,234,317	−13,883,395	TRIM
23	CIBC Asset Management Inc	$757M	11,430,855	+1,579,746	ADD
24	TD Waterhouse Canada Inc.	$727M	11,418,306	+7,082,743	ADD
25	VANGUARD FIDUCIARY TRUST CO	$701M	10,591,725	—	NO PRIOR
26	NATIONAL BANK OF CANADA /FI/	$677M	10,249,189	−1,226,854	TRIM
27	CANADA PENSION PLAN INVESTMENT BOARD	$589M	8,904,324	+1,047,699	ADD
28	Federation des caisses Desjardins du Quebec	$565M	8,560,822	+888,297	ADD
29	Vanguard Global Advisers, LLC	$564M	8,526,176	—	NO PRIOR
30	BARCLAYS PLC	$518M	7,832,170	−70,278	TRIM
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$513M	7,758,650	+5,469,431	ADD
32	MORGAN STANLEY	$496M	7,508,552	−5,369,347	TRIM
33	BANK OF AMERICA CORP /DE/	$452M	6,842,195	−1,841,668	TRIM
34	AQR CAPITAL MANAGEMENT LLC	$405M	6,119,302	+102,819	ADD
35	UBS Group AG	$360M	5,441,421	+2,927,019	ADD
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$331M	5,017,446	+139,047	ADD
37	Capital Research Global Investors	$330M	4,990,532	+17,201	ADD
38	BANK OF NOVA SCOTIA	$315M	4,765,867	+795,310	ADD
39	WELLS FARGO & COMPANY/MN	$310M	4,683,425	−428,492	TRIM
40	Amundi	$304M	4,603,692	+89,929	ADD
41	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$297M	3,912,966	−4,212,512	TRIM
42	SCOTIA CAPITAL INC.	$290M	4,385,717	−28,087	TRIM
43	Legal & General Group Plc	$289M	4,382,590	−249,049	TRIM
44	Swiss National Bank	$267M	4,043,492	+838,900	ADD
45	FRANKLIN RESOURCES INC	$264M	3,995,948	−755,773	TRIM
46	Alberta Investment Management Corp	$243M	3,672,929	+1,556,029	ADD
47	MILLENNIUM MANAGEMENT LLC	$237M	3,579,830	−1,898,233	TRIM
48	Cardinal Capital Management, Inc.	$231M	3,510,340	+9,967	ADD
49	Fiera Capital Corp	$224M	3,386,302	+2,013,146	ADD
50	AGF MANAGEMENT LTD	$216M	2,685,549	+127,073	ADD
51	Merewether Investment Management, LP	$205M	3,103,851	−173,653	TRIM
52	Bank of New York Mellon Corp	$198M	3,001,716	+173,737	ADD
53	LAZARD ASSET MANAGEMENT LLC	$192M	2,895,460	−43,710	TRIM
54	PICTON MAHONEY ASSET MANAGEMENT	$190M	2,874,698	+1,919,912	ADD
55	BROWN ADVISORY INC	$185M	2,799,806	−452,254	TRIM
56	DEUTSCHE BANK AG\	$179M	2,703,758	−844,546	TRIM
57	CITADEL ADVISORS LLC	$155M	2,337,994	+501,707	ADD
58	VANGUARD ASSET MANAGEMENT, Ltd	$152M	2,297,818	—	NO PRIOR
59	TWO SIGMA INVESTMENTS, LP	$148M	2,244,916	−535,993	TRIM
60	Alyeska Investment Group, L.P.	$132M	2,003,542	−904,071	TRIM
61	INTACT INVESTMENT MANAGEMENT INC.	$132M	2,002,650	+307,490	ADD
62	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$132M	1,997,472	+211,976	ADD
63	BlackRock, Inc.	$132M	1,992,594	−90,905	TRIM
64	Goehring & Rozencwajg Associates, LLC	$122M	1,840,155	+1,112,774	ADD
65	GUARDIAN CAPITAL LP	$118M	1,791,267	−197,926	TRIM
66	Recurrent Investment Advisors LLC	$102M	1,515,161	−245,227	TRIM
67	Allianz Asset Management GmbH	$98.9M	1,500,625	−760,481	TRIM
68	ROYAL LONDON ASSET MANAGEMENT LTD	$94.4M	1,427,654	−57,093	TRIM
69	Life Cycle Investment Partners Ltd	$93.4M	1,412,843	+763,399	ADD
70	NORTHERN TRUST CORP	$91.4M	1,382,896	+7,203	ADD
71	Scheer, Rowlett & Associates Investment Management Ltd.	$89.1M	1,347,051	−50,951	TRIM
72	Nuveen, LLC	$84.1M	1,275,681	−9,956	TRIM
73	AMERICAN CENTURY COMPANIES INC	$82.6M	1,248,841	+200,195	ADD
74	AustralianSuper Pty Ltd	$82.3M	1,244,216	−125,431	TRIM
75	JANE STREET GROUP, LLC	$80.0M	1,209,678	+859,275	ADD
76	OMERS ADMINISTRATION Corp	$78.3M	1,188,359	+1,188,359	NEW
77	Korea Investment CORP	$75.8M	1,149,462	+3,412	ADD
78	NewEdge Wealth, LLC	$71.5M	1,082,177	+81,565	ADD
79	Addenda Capital Inc.	$68.7M	747,066	−13,800	TRIM
80	Ruffer LLP	$66.4M	1,004,062	+4,894	ADD
81	LOCUST WOOD CAPITAL ADVISERS, LLC	$58.8M	888,781	−895,308	TRIM
82	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$55.8M	846,111	+50,502	ADD
83	Zurcher Kantonalbank (Zurich Cantonalbank)	$55.3M	838,824	−117,559	TRIM
84	Janus Henderson Group Ltd.	$53.6M	812,882	+26,844	ADD
85	Allspring Global Investments Holdings, LLC	$50.4M	775,769	+60,506	ADD
86	WELLINGTON MANAGEMENT GROUP LLP	$49.7M	754,363	+371,699	ADD
87	Focus Partners Wealth	$48.2M	728,508	−10,574	TRIM
88	Point72 Asset Management, L.P.	$47.3M	715,911	−1,321,043	TRIM
89	Hillsdale Investment Management Inc.	$46.7M	706,845	−119,772	TRIM
90	Clark Capital Management Group, Inc.	$45.5M	688,986	−613,212	TRIM
91	Holocene Advisors, LP	$44.9M	678,464	−381,180	TRIM
92	Quadrature Capital Ltd	$43.9M	666,500	−802,849	TRIM
93	GREAT LAKES ADVISORS, LLC	$43.0M	650,728	−51,263	TRIM
94	Vident Advisory, LLC	$41.8M	631,888	−116,454	TRIM
95	Assenagon Asset Management S.A.	$40.4M	611,716	+573,442	ADD
96	Vanguard Investments Australia, Ltd.	$37.0M	559,294	—	NO PRIOR
97	Trexquant Investment LP	$36.6M	553,009	+333,236	ADD
98	BALYASNY ASSET MANAGEMENT L.P.	$36.4M	550,855	−1,119	TRIM
99	Susquehanna Portfolio Strategies, LLC	$35.6M	537,900	−170,500	TRIM
100	Tidal Investments LLC	$33.7M	509,902	+472,016	ADD
101	Waratah Capital Advisors Ltd.	$33.3M	503,049	+503,049	NEW
102	BCV Asset Management Inc.	$31.9M	483,208	−68,181	TRIM
103	MONTRUSCO BOLTON INVESTMENTS INC.	$31.5M	478,392	−16,089	TRIM
104	ENVESTNET ASSET MANAGEMENT INC	$29.8M	450,179	−135,788	TRIM
105	SEGALL BRYANT & HAMILL, LLC	$29.4M	445,249	+249,904	ADD
106	SIR Capital Management, L.P.	$28.7M	434,580	+72,262	ADD
107	STATE OF WISCONSIN INVESTMENT BOARD	$28.4M	431,247	−100,200	TRIM
108	Pictet Asset Management Holding SA	$28.3M	428,599	−2,408	TRIM
109	Harvest Portfolios Group Inc.	$27.9M	421,241	+60,573	ADD
110	Rempart Asset Management Inc.	$27.4M	414,909	−61,746	TRIM
111	Old West Investment Management, LLC	$27.3M	413,147	+280,174	ADD
112	BLAIR WILLIAM & CO/IL	$27.2M	412,174	+233,488	ADD
113	Bridgewater Associates, LP	$27.2M	412,239	−55,234	TRIM
114	BANK OF NOVA SCOTIA TRUST CO	$27.0M	409,035	+33,523	ADD
115	Cardinal Point Capital Management ULC	$25.0M	378,476	−16,841	TRIM
116	Northwest & Ethical Investments L.P.	$23.5M	355,830	+85,265	ADD
117	Qube Research & Technologies Ltd	$23.2M	351,374	−34,342	TRIM
118	Purpose Unlimited Inc.	$22.9M	346,776	+144,070	ADD
119	PDT Partners, LLC	$22.8M	344,551	−46,492	TRIM
120	AMERIPRISE FINANCIAL INC	$22.6M	257,629	−118,792	TRIM
121	Maryland State Retirement & Pension System	$20.7M	312,991	−20,399	TRIM
122	Sagefield Capital LP	$20.3M	306,741	+98,433	ADD
123	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$20.2M	305,600	+95,600	ADD
124	Crossmark Global Holdings, Inc.	$20.0M	302,260	—	NO PRIOR
125	Mitsubishi UFJ Trust & Banking Corp	$19.8M	302,505	−65,500	TRIM
126	Ceredex Value Advisors LLC	$19.7M	298,300	+298,300	NEW
127	Guardian Partners Inc.	$19.4M	293,897	+199	ADD
128	BARINGS LLC	$19.1M	288,783	+201,608	ADD
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$19.1M	288,917	−160,228	TRIM
130	Creative Planning	$18.1M	274,510	+52,027	ADD
131	CITIGROUP INC	$18.0M	272,841	−286,166	TRIM
132	HITE Hedge Asset Management LLC	$17.9M	270,665	−428,008	TRIM
133	COOKSON PEIRCE & CO INC	$17.8M	268,811	+268,811	NEW
134	Man Group plc	$17.8M	268,566	−6,844	TRIM
135	LETKO, BROSSEAU & ASSOCIATES INC	$17.7M	269,162	−1,392,090	TRIM
136	FIRST TRUST ADVISORS LP	$17.2M	260,952	+22,076	ADD
137	Guinness Asset Management LTD	$17.0M	256,709	+71,386	ADD
138	Corigliano Investment Advisers, LLC	$15.5M	234,100	−153,900	TRIM
139	Investment Management Corp of Ontario	$15.2M	230,099	+15,080	ADD
140	LPL Financial LLC	$15.1M	227,687	−4,987	TRIM
141	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$14.7M	222,828	−6,610	TRIM
142	ExodusPoint Capital Management, LP	$13.9M	210,101	+191,401	ADD
143	Walter Public Investments Inc.	$13.6M	205,000	+205,000	NEW
144	Genus Capital Management Inc.	$13.2M	200,671	+200,671	NEW
145	INTECH INVESTMENT MANAGEMENT LLC	$12.9M	195,466	+70,342	ADD
146	Engineers Gate Manager LP	$12.9M	194,725	+155,830	ADD
147	Greenfield Seitz Capital Management, LLC	$12.5M	189,089	−12,666	TRIM
148	RAYMOND JAMES FINANCIAL INC	$11.9M	180,570	−7,794	TRIM
149	KORNITZER CAPITAL MANAGEMENT INC /KS	$11.6M	174,948	−2,345	TRIM
150	KEATING INVESTMENT COUNSELORS INC	$11.3M	170,454	−5,929	TRIM
151	Aviso Financial Inc.	$11.2M	169,704	+5,010	ADD
152	Aventail Capital Group, LP	$10.3M	155,982	−79,590	TRIM
153	VOYA INVESTMENT MANAGEMENT LLC	$9.9M	150,601	+15,069	ADD
154	Gold Investment Management Ltd.	$9.9M	150,037	+1,958	ADD
155	GILDER GAGNON HOWE & CO LLC	$9.9M	149,028	−975	TRIM
156	MUFG Securities EMEA plc	$9.2M	140,000	−310,000	TRIM
157	CIDEL ASSET MANAGEMENT INC	$9.2M	139,288	+131,433	ADD
158	Brevan Howard Capital Management LP	$9.1M	135,000	+135,000	NEW
159	Meixler Investment Management, Ltd.	$8.9M	134,927	−43,021	TRIM
160	Hudson Bay Capital Management LP	$8.7M	131,793	+131,793	NEW
161	Utah Retirement Systems	$8.7M	131,770	−5,117	TRIM
162	Swiss Life Asset Management Ltd	$8.5M	128,581	−101,583	TRIM
163	Quantinno Capital Management LP	$8.4M	127,526	+17,460	ADD
164	USS Investment Management Ltd	$8.4M	127,297	0	NO CHANGE
165	Walleye Trading LLC	$8.1M	123,139	+123,139	NEW
166	NewEdge Advisors, LLC	$7.9M	119,931	+119,931	NEW
167	STATE STREET CORP	$7.9M	119,586	+91	ADD
168	BNP Paribas Asset Management Holding S.A.	$7.9M	119,353	+14,105	ADD
169	Lighthouse Investment Partners, LLC	$7.9M	118,973	−356,027	TRIM
170	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.9M	118,813	0	NO CHANGE
171	Gradient Investments LLC	$7.7M	115,766	+58,443	ADD
172	FIRST FOUNDATION ADVISORS	$7.4M	111,514	−138,457	TRIM
173	D. E. Shaw & Co., Inc.	$7.3M	110,469	−952,224	TRIM
174	STIFEL FINANCIAL CORP	$7.3M	110,024	−25,846	TRIM
175	EAGLE GLOBAL ADVISORS LLC	$7.2M	108,850	+280	ADD
176	Oxbow Advisors, LLC	$7.2M	108,519	−93	TRIM
177	Pinnacle Financial Partners, Inc.	$7.1M	106,877	+6,370	ADD
178	XTX Topco Ltd	$6.9M	103,687	+67,546	ADD
179	Aldebaran Capital, LLC	$6.8M	103,481	−11,830	TRIM
180	Inlet Private Wealth, LLC	$6.8M	102,770	−3,900	TRIM
181	Pacifica Partners Inc.	$6.7M	101,907	−2,165	TRIM
182	Rockefeller Capital Management L.P.	$6.5M	98,849	−118,605	TRIM
183	Cetera Investment Advisers	$6.4M	97,079	−17,392	TRIM
184	Metis Global Partners, LLC	$6.4M	97,067	+3,501	ADD
185	Mariner, LLC	$6.1M	91,671	+10,188	ADD
186	Fairbanks Capital Management, Inc.	$6.0M	91,479	−27,167	TRIM
187	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	91,096	−155,154	TRIM
188	OSAIC HOLDINGS, INC.	$6.0M	90,187	−3,378	TRIM
189	ADAGE CAPITAL PARTNERS GP, L.L.C.	$5.9M	90,000	+10,000	ADD
190	CWA Asset Management Group, LLC	$5.9M	89,795	−14,036	TRIM
191	ALLIANCEBERNSTEIN L.P.	$5.9M	133,327	−153,475	TRIM
192	Grantham, Mayo, Van Otterloo & Co. LLC	$5.9M	89,700	−2,554	TRIM
193	RITHOLTZ WEALTH MANAGEMENT	$5.8M	87,753	+5,221	ADD
194	PCJ Investment Counsel Ltd.	$5.5M	83,210	+8,030	ADD
195	VICTORY CAPITAL MANAGEMENT INC	$5.5M	82,497	−921	TRIM
196	LOUISBOURG INVESTMENTS INC.	$5.4M	82,220	−14,359	TRIM
197	EXENCIAL WEALTH ADVISORS, LLC	$5.4M	81,294	−61	TRIM
198	Vanguard Personalized Indexing Management, LLC	$5.3M	79,997	−1,049	TRIM
199	Trek Financial, LLC	$5.2M	78,784	+78,784	NEW
200	Jefferies Financial Group Inc.	$5.2M	78,331	+78,331	NEW
201	WASATCH ADVISORS LP	$5.1M	77,366	+224	ADD
202	NATIXIS	$5.1M	77,400	+67,178	ADD
203	Royal Fund Management, LLC	$5.1M	77,079	+17,792	ADD
204	K.J. Harrison & Partners Inc	$4.8M	73,257	+85	ADD
205	US BANCORP \DE\	$4.8M	72,226	−1,099	TRIM
206	Vise Technologies, Inc.	$4.7M	105,215	0	NO CHANGE
207	Cerity Partners LLC	$4.6M	69,486	+5,634	ADD
208	PRUDENTIAL PLC	$4.4M	67,115	−1,786	TRIM
209	Empowered Funds, LLC	$4.4M	67,037	+67,037	NEW
210	Graham Capital Management, L.P.	$4.4M	66,716	+66,716	NEW
211	Corient Private Wealth LLC	$4.4M	66,749	−904,465	TRIM
212	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	64,492	+23,129	ADD
213	Triasima Portfolio Management inc.	$4.1M	62,114	+1,052	ADD
214	EASTERLY INVESTMENT PARTNERS LLC	$4.1M	61,797	−46,680	TRIM
215	Ashton Thomas Private Wealth, LLC	$4.1M	61,662	+1,224	ADD
216	Beverly Hills Private Wealth, LLC	$4.0M	60,745	−8,000	TRIM
217	HORIZON KINETICS ASSET MANAGEMENT LLC	$3.7M	56,237	+1,460	ADD
218	MONTGOMERY INVESTMENT MANAGEMENT INC	$3.7M	56,200	0	NO CHANGE
219	Osmosis Investment Management UK Ltd	$3.7M	55,950	+55,950	NEW
220	Summit Financial, LLC	$3.6M	54,273	−396	TRIM
221	Blue Capital, Inc.	$3.5M	52,451	+52,451	NEW
222	COMMONWEALTH EQUITY SERVICES, LLC	$3.4M	51,430	+1,706	ADD
223	Kestra Advisory Services, LLC	$3.3M	50,445	+1,178	ADD
224	HANCOCK WHITNEY CORP	$3.3M	49,171	+49,171	NEW
225	Sequoia Financial Advisors, LLC	$3.2M	48,966	−4,154	TRIM
226	Capital World Investors	$3.2M	48,740	0	NO CHANGE
227	HEARTLAND ADVISORS INC	$3.1M	46,564	+60	ADD
228	Ensign Peak Advisors, Inc	$3.0M	44,892	−9,900	TRIM
229	AVIVA PLC	$2.9M	43,966	−694	TRIM
230	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.9M	43,827	+43,827	NEW
231	FORA Capital, LLC	$2.9M	43,619	+43,619	NEW
232	Westerkirk Capital Inc.	$2.8M	42,610	+2,000	ADD
233	Nitor Capital Management LLC	$2.8M	42,470	−9,723	TRIM
234	PKO Investment Management Joint-Stock Co	$2.8M	41,800	+9,300	ADD
235	WORLDQUANT MILLENNIUM ADVISORS LLC	$2.6M	39,214	+16,349	ADD
236	Twin Tree Management, LP	$2.6M	39,060	+37,768	ADD
237	VELA Investment Management, LLC	$2.6M	38,771	−15,597	TRIM
238	Private Advisor Group, LLC	$2.5M	38,254	+2,784	ADD
239	PINNACLE ASSOCIATES LTD	$2.5M	37,450	−539	TRIM
240	SEI INVESTMENTS CO	$2.5M	37,333	+5,534	ADD
241	SIGNATUREFD, LLC	$2.5M	37,324	+1,336	ADD
242	Pekin Hardy Strauss, Inc.	$2.4M	36,469	−64,755	TRIM
243	Envestnet Portfolio Solutions, Inc.	$2.4M	35,957	−9,556	TRIM
244	Advisors Asset Management, Inc.	$2.4M	35,937	+1,734	ADD
245	Atom Investors LP	$2.3M	35,240	−44,725	TRIM
246	Caprock Group, LLC	$2.3M	34,610	+1,146	ADD
247	denkapparat Operations GmbH	$2.3M	34,600	+3,400	ADD
248	Squarepoint Ops LLC	$2.3M	34,265	+34,265	NEW
249	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.3M	34,261	+938	ADD
250	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.2M	33,924	+5,450	ADD
251	Laird Norton Wetherby Trust Company, LLC	$2.2M	33,578	+903	ADD
252	UniSuper Management Pty Ltd	$2.2M	24,000	0	NO CHANGE
253	Sumitomo Mitsui Trust Group, Inc.	$2.2M	32,719	−1,458	TRIM
254	Amova Asset Management Americas, Inc.	$2.2M	32,719	−1,458	TRIM
255	Qtron Investments LLC	$2.2M	32,658	+997	ADD
256	Live Oak Investment Partners	$2.1M	32,298	−2,439	TRIM
257	VIEWPOINT INVESTMENT PARTNERS CORP	$2.0M	30,385	+25,485	ADD
258	MML INVESTORS SERVICES, LLC	$2.0M	30,009	−15,581	TRIM
259	EVOLVE PRIVATE WEALTH, LLC	$2.0M	29,809	+7,744	ADD
260	Caitong International Asset Management Co., Ltd	$2.0M	29,605	+29,587	ADD
261	QUADRANT CAPITAL GROUP LLC	$1.9M	28,684	−64	TRIM
262	ASSETMARK, INC	$1.9M	28,681	+10,219	ADD
263	World Investment Advisors	$1.9M	28,572	−258	TRIM
264	Strategic Global Advisors, LLC	$1.9M	28,102	+5,058	ADD
265	Pathstone Holdings, LLC	$1.8M	26,576	+716	ADD
266	TRUIST FINANCIAL CORP	$1.8M	26,548	−4,843	TRIM
267	KING LUTHER CAPITAL MANAGEMENT CORP	$1.7M	25,479	−1,543	TRIM
268	Sanctuary Advisors, LLC	$1.7M	25,032	−3,019	TRIM
269	Stonehage Fleming Financial Services Holdings Ltd	$1.7M	24,984	−4,817	TRIM
270	SPROTT INC.	$1.6M	24,919	+24,919	NEW
271	TRUST CO OF TOLEDO NA /OH/	$1.6M	24,622	0	NO CHANGE
272	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.6M	24,278	+190	ADD
273	CHESAPEAKE CAPITAL CORP /IL/	$1.6M	23,862	+1,121	ADD
274	MAVERICK CAPITAL LTD	$1.5M	22,911	+22,911	NEW
275	Mraz, Amerine & Associates, Inc.	$1.5M	22,282	−110	TRIM
276	HighTower Advisors, LLC	$1.5M	22,062	+1,984	ADD
277	CoreCommodity Management, LLC	$1.4M	21,882	−54,857	TRIM
278	BTG Pactual Asset Management US LLC	$1.4M	21,737	+21,737	NEW
279	Archford Capital Strategies, LLC	$1.4M	21,571	−3,215	TRIM
280	GS Investments, Inc.	$1.4M	21,400	0	NO CHANGE
281	Greenline Partners, LLC	$1.4M	21,224	0	NO CHANGE
282	One Capital Management, LLC	$1.4M	21,168	+24	ADD
283	Steward Partners Investment Advisory, LLC	$1.3M	20,234	+4,608	ADD
284	BENJAMIN EDWARDS INC	$1.3M	19,906	−3,982	TRIM
285	Frank, Rimerman Advisors LLC	$1.3M	19,787	0	NO CHANGE
286	CREDIT AGRICOLE S A	$1.3M	19,699	−131	TRIM
287	IEQ CAPITAL, LLC	$1.3M	19,556	+2,019	ADD
288	PRINCIPAL SECURITIES, INC.	$1.3M	19,485	−9,360	TRIM
289	Savant Capital, LLC	$1.3M	19,414	+2,101	ADD
290	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.3M	19,030	+19,030	NEW
291	CHICAGO TRUST Co NA	$1.2M	18,858	−1,153	TRIM
292	Robertson Stephens Wealth Management, LLC	$1.2M	18,409	+635	ADD
293	HB Wealth Management, LLC	$1.2M	18,113	+1,063	ADD
294	Sivia Capital Partners, LLC	$1.2M	17,775	+9,412	ADD
295	Gotham Asset Management, LLC	$1.2M	17,704	−38,652	TRIM
296	Compound Planning, Inc.	$1.2M	17,626	+1,426	ADD
297	GATEWAY INVESTMENT ADVISERS LLC	$1.2M	17,597	+1,551	ADD
298	MATHER GROUP, LLC.	$1.2M	17,511	−12	TRIM
299	Centiva Capital, LP	$1.1M	17,325	+17,325	NEW
300	Delta Investment Management, LLC	$1.1M	17,194	0	NO CHANGE
301	&PARTNERS	$1.1M	16,851	−1,968	TRIM
302	Jackson Hole Capital Partners, LLC	$1.1M	16,700	0	NO CHANGE
303	Kerrisdale Advisers, LLC	$1.1M	16,550	+16,550	NEW
304	Fractal Investments LLC	$1.1M	16,400	+10,000	ADD
305	MERCER GLOBAL ADVISORS INC /ADV	$1.1M	15,910	+1,164	ADD
306	Equitable Holdings, Inc.	$1.0M	15,821	+15,821	NEW
307	Walleye Capital LLC	$1.0M	15,753	−3,627	TRIM
308	Tacita Capital Inc	$1.0M	15,792	+13,252	ADD
309	REGIONS FINANCIAL CORP	$1.0M	15,564	+2,861	ADD
310	EVERGREEN CAPITAL MANAGEMENT LLC	$1.0M	15,341	+206	ADD
311	Dynamic Technology Lab Private Ltd	$1.0M	15,230	+15,230	NEW
312	COURIER CAPITAL LLC	$989K	14,965	−550	TRIM
313	WESTWOOD HOLDINGS GROUP INC	$985K	14,934	+14,934	NEW
314	GUGGENHEIM CAPITAL LLC	$979K	14,803	+5,821	ADD
315	Candriam S.C.A.	$964K	14,627	+1,099	ADD
316	Merit Financial Group, LLC	$920K	13,913	+462	ADD
317	180 WEALTH ADVISORS, LLC	$916K	13,860	−1,348	TRIM
318	BURNEY CO/	$882K	13,346	−6,862	TRIM
319	Marex Group Ltd	$881K	13,332	+13,332	NEW
320	Inspire Advisors, LLC	$880K	13,313	−1,250	TRIM
321	Ruggaard & Associates LLC	$866K	13,095	+569	ADD
322	KESTRA PRIVATE WEALTH SERVICES, LLC	$865K	13,088	−3,894	TRIM
323	BRANDYWINE TRUST CO	$859K	13,000	0	NO CHANGE
324	Summerhill Capital Management lnc.	$842K	12,761	+12,761	NEW
325	PRELUDE CAPITAL MANAGEMENT, LLC	$841K	12,726	−2,774	TRIM
326	Waverly Advisors, LLC	$839K	12,697	+1,220	ADD
327	Belpointe Asset Management LLC	$826K	12,500	+12,500	NEW
328	Fortis Capital Advisors, LLC	$826K	12,500	+12,500	NEW
329	MCCARTER PRIVATE WEALTH SERVICES LLC	$826K	12,500	0	NO CHANGE
330	Clearstead Advisors, LLC	$803K	12,140	+11,569	ADD
331	Crewe Advisors LLC	$787K	11,905	0	NO CHANGE
332	Aviance Capital Partners, LLC	$774K	11,713	0	NO CHANGE
333	ACADIAN ASSET MANAGEMENT LLC	$770K	11,673,670	+1,704,899	ADD
334	Baron Wealth Management LLC	$769K	11,636	+294	ADD
335	Brooklyn Investment Group	$768K	11,614	+11,614	NEW
336	Cannell & Spears LLC	$760K	11,500	−20,300	TRIM
337	Kathmere Capital Management, LLC	$752K	11,381	+237	ADD
338	Orion Porfolio Solutions, LLC	$741K	11,214	−2,771	TRIM
339	FIRST FINANCIAL CORP /IN/	$731K	11,062	−2,770	TRIM
340	CAPSTONE INVESTMENT ADVISORS, LLC	$731K	11,053	+11,053	NEW
341	FARMERS & MERCHANTS INVESTMENTS INC	$722K	10,915	0	NO CHANGE
342	Formidable Asset Management, LLC	$710K	16,004	+171	ADD
343	GLENMEDE TRUST CO NA	$690K	10,431	−1,173	TRIM
344	Lido Advisors, LLC	$682K	10,322	+2,455	ADD
345	WORLD EQUITY GROUP, INC.	$676K	10,229	+10,229	NEW
346	Institute for Wealth Management, LLC.	$659K	9,973	−50	TRIM
347	Hills Bank & Trust Co	$623K	9,417	0	NO CHANGE
348	LEUTHOLD GROUP, LLC	$622K	9,411	−281	TRIM
349	GUYASUTA INVESTMENT ADVISORS INC	$610K	9,228	0	NO CHANGE
350	OpenArc Corporate Advisory, LLC	$609K	9,215	+4,086	ADD
351	CWM, LLC	$606K	9,173	+942	ADD
352	Spire Wealth Management	$603K	9,127	+189	ADD
353	VAN DEN BERG MANAGEMENT I, INC	$603K	9,116	−52	TRIM
354	Mayflower Financial Advisors, LLC	$601K	9,095	−11	TRIM
355	3Chopt Investment Partners, LLC	$601K	9,089	−46	TRIM
356	Guinness Atkinson Asset Management Inc	$599K	9,055	+682	ADD
357	SummitTX Capital, L.P.	$594K	8,982	+729	ADD
358	Sustainable Insight Capital Management, LLC	$590K	8,916	−8,484	TRIM
359	LEIGH BALDWIN & CO., LLC	$588K	8,900	−101	TRIM
360	Asset Dedication, LLC	$579K	8,755	−266	TRIM
361	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$578K	8,743	+857	ADD
362	EVERETT HARRIS & CO /CA/	$574K	8,675	−12,000	TRIM
363	Sage Investment Counsel LLC	$569K	8,600	+200	ADD
364	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$563K	8,513	+7,022	ADD
365	CIBC Bancorp USA Inc.	$560K	7,474	—	NO PRIOR
366	Texas Capital Bank Wealth Management Services Inc	$550K	8,314	+1,305	ADD
367	Faithward Advisors, LLC	$547K	8,281	−5	TRIM
368	Checchi Capital Advisers, LLC	$544K	8,233	+37	ADD
369	Heritage Family Offices, LLP	$542K	8,204	−8,097	TRIM
370	Value Partners Investments Inc.	$539K	8,161	−1,324	TRIM
371	Keystone Wealth Services, LLC	$538K	8,139	0	NO CHANGE
372	Legacy Capital Group California, Inc.	$536K	8,106	+8,106	NEW
373	Focus Partners Advisor Solutions, LLC	$522K	7,897	+7,897	NEW
374	Lifetime Wealth Management P.C.	$510K	7,715	0	NO CHANGE
375	Hardy Reed LLC	$505K	7,644	+26	ADD
376	Callan Family Office, LLC	$500K	7,560	−570	TRIM
377	STEPH & CO	$499K	7,541	+255	ADD
378	Avise Financial Cooperative, Inc.	$496K	7,510	−1,012	TRIM
379	D'Orazio & Associates, Inc.	$496K	7,496	−53	TRIM
380	Family Manage LLC	$489K	7,404	+701	ADD
381	JFS WEALTH ADVISORS, LLC	$483K	7,309	0	NO CHANGE
382	MAI Capital Management	$481K	7,274	+212	ADD
383	QRG CAPITAL MANAGEMENT, INC.	$478K	7,235	+2,149	ADD
384	Northern Financial Advisors Inc	$477K	7,209	+1,901	ADD
385	Independence Bank of Kentucky	$465K	7,030	−1,240	TRIM
386	MQS Management LLC	$462K	6,992	+6,992	NEW
387	M&T BANK CORP	$462K	6,990	−80	TRIM
388	Ewing Morris & Co. Investment Partners Ltd.	$458K	6,940	−45	TRIM
389	August Group Capital Ltd	$457K	6,919	−19	TRIM
390	Net Worth Advisory Group	$455K	6,890	−56	TRIM
391	CHOREO, LLC	$442K	6,691	−159	TRIM
392	HUB Investment Partners, LLC	$439K	6,646	+339	ADD
393	PDS Planning, Inc	$439K	6,634	−1	TRIM
394	Sowell Financial Services LLC	$436K	6,594	−498	TRIM
395	Ascent Group, LLC	$435K	6,587	−93	TRIM
396	Arax Advisory Partners	$434K	6,559	−3,625	TRIM
397	Pure Financial Advisors, LLC	$428K	6,468	+298	ADD
398	CURA WEALTH ADVISORS, LLC	$424K	6,406	0	NO CHANGE
399	Stratos Wealth Partners, LTD.	$423K	6,402	−249	TRIM
400	SAGESPRING WEALTH PARTNERS, LLC	$420K	6,359	−225	TRIM
401	Sanchez Levi Garrett	$417K	6,304	—	NO PRIOR
402	Sequent Planning LLC	$404K	6,112	+116	ADD
403	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$403K	6,096	+6,096	NEW
404	Fideuram Asset Management (Ireland) dac	$399K	5,382	+5,382	NEW
405	Corient IA LLC	$394K	5,960	0	NO CHANGE
406	MOODY NATIONAL BANK TRUST DIVISION	$389K	5,891	+424	ADD
407	Mattson Financial Services, LLC	$384K	5,808	+5,808	NEW
408	FIFTH THIRD BANCORP	$377K	5,701	−334	TRIM
409	Larry Mathis Financial Planning, LLC	$376K	5,687	−113	TRIM
410	Independent Advisor Alliance	$375K	5,669	+588	ADD
411	Brown Financial Advisors	$371K	5,619	+5,619	NEW
412	Fox Hill Wealth Management	$371K	5,616	−15	TRIM
413	Inspire Investing, LLC	$369K	5,587	−237	TRIM
414	Edgestream Partners, L.P.	$367K	5,547	+5,547	NEW
415	Atria Investments, Inc	$366K	5,533	−1,281	TRIM
416	Syverson Strege & Co	$361K	5,466	−2	TRIM
417	Alan B Lancz & Associates, Inc.	$357K	5,400	−1,300	TRIM
418	AE Wealth Management LLC	$357K	5,396	+325	ADD
419	Goldstein Advisors, LLC	$354K	5,351	−23	TRIM
420	SIH Partners, LLLP	$352K	5,327	+5,327	NEW
421	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$352K	5,326	+1,482	ADD
422	Beacon Pointe Advisors, LLC	$345K	5,226	+5,226	NEW
423	Evelyn Partners Investment Management LLP	$344K	5,200	0	NO CHANGE
424	CSS LLC/IL	$331K	5,010	0	NO CHANGE
425	Dixon Mitchell Investment Counsel Inc.	$331K	5,019	−165	TRIM
426	NLB Skladi, upravljanje premozenja, d.o.o.	$331K	5,000	+164	ADD
427	Avior Wealth Management, LLC	$330K	4,985	−655	TRIM
428	Gateway Wealth Partners, LLC	$328K	4,966	+4,966	NEW
429	Cypress Capital, LLC	$327K	4,940	+29	ADD
430	Bridgewater Advisors Inc.	$326K	4,935	+103	ADD
431	Composition Wealth, LLC	$325K	4,915	+4,915	NEW
432	Fortis Advisors, LLC	$317K	4,800	+4,800	NEW
433	Moors & Cabot, Inc.	$315K	4,762	−20	TRIM
434	Chevy Chase Trust Holdings, LLC	$312K	4,722	+25	ADD
435	Joel Isaacson & Co., LLC	$312K	4,718	−200	TRIM
436	Gladstone Institutional Advisory LLC	$312K	4,717	−569	TRIM
437	Aprio Wealth Management, LLC	$309K	4,678	+4,678	NEW
438	EP Wealth Advisors, LLC	$307K	4,641	−2,168	TRIM
439	Cumberland Partners Ltd	$304K	4,607	−2,013	TRIM
440	Avidian Wealth Enterprises, LLC	$297K	4,499	−605	TRIM
441	Intelligence Driven Advisers, LLC	$295K	4,467	−929	TRIM
442	Bryn Mawr Trust Advisors, LLC	$295K	4,458	−1,284	TRIM
443	FIDELIS CAPITAL PARTNERS, LLC	$288K	4,359	+4,359	NEW
444	Plan A Wealth LLC	$281K	4,246	+4,246	NEW
445	PRIVATE TRUST CO NA	$280K	4,228	−264	TRIM
446	Venture Visionary Partners LLC	$279K	4,216	+4,216	NEW
447	MONETA GROUP INVESTMENT ADVISORS LLC	$276K	4,169	+4,169	NEW
448	GREAT VALLEY ADVISOR GROUP, INC.	$274K	4,146	+4,146	NEW
449	DRW Securities, LLC	$272K	4,112	+4,112	NEW
450	Baird Financial Group, Inc.	$272K	4,107	+4,107	NEW
451	111 Capital	$271K	4,099	+4,099	NEW
452	State of Wyoming	$270K	4,088	−18,240	TRIM
453	SAPIENT CAPITAL LLC	$269K	4,073	+4,073	NEW
454	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$264K	4,000	+4,000	NEW
455	Pinnacle Wealth Planning Services, Inc.	$261K	3,952	−87	TRIM
456	Hilltop National Bank	$260K	3,930	−182	TRIM
457	Dynamic Advisor Solutions LLC	$259K	3,923	+3,923	NEW
458	National Philanthropic Trust	$256K	3,866	—	NO PRIOR
459	EWA, LLC	$255K	3,860	+3,860	NEW
460	Scientech Research LLC	$253K	3,830	−2,119	TRIM
461	Wealthspire Advisors, LLC	$252K	3,816	−7,522	TRIM
462	Choate Investment Advisors	$252K	3,806	+3,806	NEW
463	Allworth Financial LP	$250K	3,785	+189	ADD
464	Americana Partners, LLC	$250K	3,775	+3,775	NEW
465	Ervin Investment Management, LLC	$249K	3,759	+3,759	NEW
466	CogentBlue Wealth Advisors, LLC	$249K	3,759	+3,759	NEW
467	Integrated Advisors Network LLC	$248K	3,756	+3,756	NEW
468	FOX RUN MANAGEMENT, L.L.C.	$247K	3,737	+3,737	NEW
469	ACORN CREEK CAPITAL LLC	$246K	3,726	+3,726	NEW
470	Lorne Steinberg Wealth Management Inc.	$245K	3,706	+3,706	NEW
471	KCM INVESTMENT ADVISORS LLC	$244K	3,688	+3,688	NEW
472	Well Done, LLC	$233K	3,526	+3,526	NEW
473	HARVEY CAPITAL MANAGEMENT INC	$231K	3,500	+3,500	NEW
474	Signal Advisors Wealth, LLC	$225K	3,399	+3,399	NEW
475	NBT BANK, N.A.	$220K	3,328	−300	TRIM
476	VestGen Advisors, LLC	$220K	3,301	+3,301	NEW
477	Coyle Financial Counsel LLC	$215K	3,255	+3,255	NEW
478	Resonant Capital Advisors, LLC	$214K	3,241	+3,241	NEW
479	Savvy Advisors, Inc.	$212K	3,213	+3,213	NEW
480	Copley Financial Group, Inc.	$210K	3,169	+3,169	NEW
481	Ethic Inc.	$208K	3,145	+3,145	NEW
482	OLD NATIONAL BANCORP /IN/	$207K	3,125	+3,125	NEW
483	Jain Global LLC	$205K	3,100	+3,100	NEW
484	Intrepid Financial Planning Group LLC	$205K	3,100	+3,100	NEW
485	Aptus Capital Advisors, LLC	$204K	3,089	+3,089	NEW
486	Concurrent Investment Advisors, LLC	$204K	3,080	+3,080	NEW
487	Mutual Advisors, LLC	$202K	3,051	+3,051	NEW
488	CHILTON CAPITAL MANAGEMENT LLC	$198K	3,000	0	NO CHANGE
489	RHUMBLINE ADVISERS	$191K	2,887	−335	TRIM
490	Transamerica Financial Advisors, LLC	$177K	2,678	−1,531	TRIM
491	UMB Bank, n.a.	$175K	2,646	+300	ADD
492	EFG International AG	$158K	2,385	+20	ADD
493	JONES FINANCIAL COMPANIES LLLP	$156K	2,362	+696	ADD
494	Banque Transatlantique SA	$149K	2,256	+2,256	NEW
495	Smartleaf Asset Management LLC	$137K	2,071	+407	ADD
496	Sawyer & Company, Inc	$136K	2,058	0	NO CHANGE
497	GHP Investment Advisors, Inc.	$132K	2,002	0	NO CHANGE
498	CENTRAL TRUST Co	$130K	1,969	+65	ADD
499	WealthCollab, LLC	$114K	1,719	0	NO CHANGE
500	Cromwell Holdings LLC	$114K	1,718	0	NO CHANGE

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

Congress ↔ notable managers · SU

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $28.4M held

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

Merged timeline of congressional filings and notable-manager moves on SU
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	TRIM	−55,234 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−38,652 sh

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

14 members of Congress disclosed SU — 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).