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 ↗

TJX COMPANIES INC · COM · quarter ended 2026-03-31 · 39 members disclosed TJX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,183 holders are listed, largest first: 2,183
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $141B
holders whose share count rose or who opened the position (new + add), by shares: 1,068
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 179

Holders — quarter ended 2026-03-31

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

13F holders of TJX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$17.2B	107,502,817	+1,726,261	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$11.5B	72,159,738	—	NO PRIOR
3	STATE STREET CORP	$7.7B	48,321,197	−387,322	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$4.6B	29,194,059	+2,182,955	ADD
5	FMR LLC	$4.4B	27,548,642	−2,318,235	TRIM
6	MORGAN STANLEY	$4.3B	26,724,660	+182,758	ADD
7	BANK OF AMERICA CORP /DE/	$4.0B	25,212,075	−408,850	TRIM
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.2B	19,812,705	—	NO PRIOR
9	NORTHERN TRUST CORP	$2.2B	13,633,062	+158,114	ADD
10	WELLINGTON MANAGEMENT GROUP LLP	$2.1B	13,325,624	−4,247,994	TRIM
11	AMERIPRISE FINANCIAL INC	$2.1B	13,244,653	+631,053	ADD
12	Bank of New York Mellon Corp	$2.1B	12,924,983	−1,239,845	TRIM
13	ALLIANCEBERNSTEIN L.P.	$2.0B	12,914,448	+1,316,987	ADD
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.9B	11,676,713	+2,988,112	ADD
15	Nuveen, LLC	$1.8B	11,341,064	+1,640,384	ADD
16	ROYAL BANK OF CANADA	$1.8B	11,005,812	+452,603	ADD
17	UBS Group AG	$1.6B	9,925,346	+2,583,634	ADD
18	PRIMECAP MANAGEMENT CO/CA/	$1.5B	9,588,920	−150,400	TRIM
19	Amundi	$1.4B	8,632,215	+718,959	ADD
20	Invesco Ltd.	$1.3B	8,334,234	+501,814	ADD
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.2B	7,228,397	−9,089	TRIM
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.1B	7,194,240	+150,690	ADD
23	NORDEA INVESTMENT MANAGEMENT AB	$1.1B	7,203,304	−275,859	TRIM
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.1B	6,856,606	+1,168,707	ADD
25	DIMENSIONAL FUND ADVISORS LP	$1.0B	6,375,446	+137,991	ADD
26	VANGUARD FIDUCIARY TRUST CO	$1.0B	6,330,293	—	NO PRIOR
27	AQR CAPITAL MANAGEMENT LLC	$952M	6,040,896	+1,226,429	ADD
28	RAYMOND JAMES FINANCIAL INC	$944M	5,930,088	−80,236	TRIM
29	Capital Research Global Investors	$941M	5,897,150	+2,945,733	ADD
30	Legal & General Group Plc	$900M	5,636,625	−58,187	TRIM
31	WELLS FARGO & COMPANY/MN	$865M	5,414,946	+233,983	ADD
32	Capital International Investors	$861M	5,389,703	−10,596,870	TRIM
33	TWO SIGMA INVESTMENTS, LP	$837M	5,243,268	+3,562,638	ADD
34	Janus Henderson Group Ltd.	$828M	5,183,080	−90,109	TRIM
35	1832 Asset Management L.P.	$780M	4,886,954	−487,637	TRIM
36	DEUTSCHE BANK AG\	$776M	4,856,932	−527,639	TRIM
37	Fiera Capital Corp	$753M	4,716,647	−206,824	TRIM
38	Capital Wealth Planning, LLC	$744M	4,656,885	+572,198	ADD
39	ENVESTNET ASSET MANAGEMENT INC	$742M	4,647,972	+876,508	ADD
40	Baird Financial Group, Inc.	$696M	4,358,195	+4,358,195	NEW
41	TD ASSET MANAGEMENT INC	$682M	4,272,248	−200,245	TRIM
42	BNP Paribas Asset Management Holding S.A.	$681M	4,264,808	+292,825	ADD
43	VICTORY CAPITAL MANAGEMENT INC	$672M	4,210,800	−820,685	TRIM
44	Allianz Asset Management GmbH	$666M	4,172,740	+878,925	ADD
45	SCHRODER INVESTMENT MANAGEMENT GROUP	$628M	3,934,984	−64,461	TRIM
46	PineStone Asset Management Inc.	$624M	3,908,310	−317,984	TRIM
47	Grantham, Mayo, Van Otterloo & Co. LLC	$593M	3,712,526	−85,993	TRIM
48	AMERICAN CENTURY COMPANIES INC	$580M	3,632,947	+284,436	ADD
49	Alecta Tjanstepension Omsesidigt	$570M	3,566,065	−943,600	TRIM
50	JENNISON ASSOCIATES LLC	$527M	3,297,139	+1,493,913	ADD
51	Swiss National Bank	$520M	3,258,900	+209,100	ADD
52	HSBC HOLDINGS PLC	$517M	3,238,631	−3,008,947	TRIM
53	CIBC Bancorp USA Inc.	$506M	3,170,893	—	NO PRIOR
54	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$499M	3,000,374	+194,942	ADD
55	BANK OF MONTREAL /CAN/	$496M	3,106,194	−80,636	TRIM
56	STIFEL FINANCIAL CORP	$480M	3,003,930	−78,756	TRIM
57	Mitsubishi UFJ Asset Management Co., Ltd.	$468M	2,928,402	+183,124	ADD
58	FIDUCIARY TRUST CO	$456M	2,857,941	−69,497	TRIM
59	MACKENZIE FINANCIAL CORP	$454M	2,841,584	−205,091	TRIM
60	ALKEON CAPITAL MANAGEMENT LLC	$447M	2,799,971	0	NO CHANGE
61	New World Advisors LLC	$444M	2,778,753	−82,865	TRIM
62	National Pension Service	$422M	2,645,042	+2,645,042	NEW
63	APG Asset Management N.V.	$417M	3,011,334	+336,239	ADD
64	Sumitomo Mitsui Trust Group, Inc.	$409M	2,561,381	−37,913	TRIM
65	FRANKLIN RESOURCES INC	$391M	2,449,482	+88,700	ADD
66	Vanguard Global Advisers, LLC	$390M	2,438,991	—	NO PRIOR
67	Mirova US LLC	$385M	2,408,310	−101,835	TRIM
68	Capital World Investors	$383M	2,397,324	+1,541,232	ADD
69	CANADA PENSION PLAN INVESTMENT BOARD	$365M	2,282,469	+888,650	ADD
70	CITIGROUP INC	$357M	2,234,255	+673,698	ADD
71	BARCLAYS PLC	$353M	2,209,237	−61,065	TRIM
72	PRINCIPAL FINANCIAL GROUP INC	$344M	2,151,733	−73,794	TRIM
73	Corient Private Wealth LLC	$343M	2,159,975	−2,469,738	TRIM
74	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$341M	2,137,646	−22,259	TRIM
75	PROVIDENT TRUST CO	$331M	2,071,907	−491,354	TRIM
76	VANGUARD ASSET MANAGEMENT, Ltd	$311M	1,947,709	—	NO PRIOR
77	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$309M	1,937,779	+940,517	ADD
78	Qube Research & Technologies Ltd	$301M	1,884,994	−1,731,268	TRIM
79	FIRST TRUST ADVISORS LP	$288M	1,804,182	−156,757	TRIM
80	Vontobel Holding Ltd.	$268M	1,677,939	−44,151	TRIM
81	Mariner, LLC	$267M	1,671,419	+171,370	ADD
82	Chevy Chase Trust Holdings, LLC	$253M	1,587,034	−13,441	TRIM
83	Cerity Partners LLC	$252M	1,580,717	−1,432,360	TRIM
84	Haverford Trust Co	$250M	1,563,065	−62,095	TRIM
85	Aberdeen Group plc	$240M	1,501,514	−91,001	TRIM
86	Assenagon Asset Management S.A.	$240M	1,501,194	−717,124	TRIM
87	LAZARD ASSET MANAGEMENT LLC	$239M	1,499,665	+584,604	ADD
88	Ensign Peak Advisors, Inc	$238M	1,489,631	−371,525	TRIM
89	LPL Financial LLC	$235M	1,474,620	+69,132	ADD
90	HighTower Advisors, LLC	$229M	1,432,450	−601	TRIM
91	Rockefeller Capital Management L.P.	$224M	1,403,460	+87,832	ADD
92	AVIVA PLC	$222M	1,393,131	+2,645	ADD
93	Unisphere Establishment	$221M	1,383,300	−11,400	TRIM
94	FIFTH THIRD BANCORP	$212M	1,330,203	+433,763	ADD
95	BAHL & GAYNOR INC	$211M	1,318,667	+14,075	ADD
96	Robeco Institutional Asset Management B.V.	$209M	1,310,569	−190,234	TRIM
97	FEDERATED HERMES, INC.	$200M	1,254,038	−23,088	TRIM
98	SATURNA CAPITAL CORP	$195M	1,220,155	+1,220,155	NEW
99	Man Group plc	$190M	1,189,019	+229,328	ADD
100	Korea Investment CORP	$188M	1,174,618	+197,803	ADD
101	SEI INVESTMENTS CO	$185M	1,156,523	+189,372	ADD
102	EVERETT HARRIS & CO /CA/	$180M	1,125,807	−13,754	TRIM
103	Swedbank AB	$180M	1,125,242	+6,290	ADD
104	PRUDENTIAL FINANCIAL INC	$179M	1,123,610	−251,900	TRIM
105	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$178M	1,111,520	+708,242	ADD
106	Universal- Beteiligungs- und Servicegesellschaft mbH	$177M	1,112,452	−11,602	TRIM
107	ABN AMRO Bank N.V.	$176M	1,090,904	−474,419	TRIM
108	BROWN ADVISORY INC	$175M	1,093,126	−16,985	TRIM
109	MARSHFIELD ASSOCIATES	$174M	1,091,160	−77,699	TRIM
110	D. E. Shaw & Co., Inc.	$168M	1,054,889	−293,840	TRIM
111	NewEdge Advisors, LLC	$164M	1,026,095	+1,026,095	NEW
112	GREAT LAKES ADVISORS, LLC	$157M	985,038	+128,343	ADD
113	Junto Capital Management LP	$156M	974,718	+482,609	ADD
114	NATIONAL BANK OF CANADA /FI/	$155M	970,815	+96,182	ADD
115	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$155M	968,237	0	NO CHANGE
116	GLENMEDE TRUST CO NA	$154M	964,761	−53,055	TRIM
117	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$153M	990,375	−358,351	TRIM
118	PUBLIC SECTOR PENSION INVESTMENT BOARD	$153M	958,303	+38,957	ADD
119	REGIONS FINANCIAL CORP	$153M	955,066	−16,402	TRIM
120	WORLDQUANT MILLENNIUM ADVISORS LLC	$152M	952,708	+339,516	ADD
121	BARTLETT & CO. WEALTH MANAGEMENT LLC	$152M	983,873	−25,788	TRIM
122	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$148M	928,957	+89,256	ADD
123	TD Waterhouse Canada Inc.	$148M	917,172	+613,111	ADD
124	Focus Partners Wealth	$147M	922,531	−13,088	TRIM
125	Squarepoint Ops LLC	$147M	921,314	−262,901	TRIM
126	ADAGE CAPITAL PARTNERS GP, L.L.C.	$146M	915,848	+113,300	ADD
127	DJE Kapital AG	$146M	924,164	−92,250	TRIM
128	JANE STREET GROUP, LLC	$143M	897,889	+721,786	ADD
129	DAVENPORT & Co LLC	$142M	893,891	−2,848	TRIM
130	AXIOM INVESTORS LLC /DE	$138M	866,385	−5,084	TRIM
131	JOHNSON INVESTMENT COUNSEL INC	$137M	859,783	−12,455	TRIM
132	CI INVESTMENTS INC.	$130M	812,422	−9,276	TRIM
133	Quantinno Capital Management LP	$129M	806,394	+318,785	ADD
134	Tidal Investments LLC	$128M	800,804	−22,244	TRIM
135	Mitsubishi UFJ Trust & Banking Corp	$127M	798,272	−8,395	TRIM
136	Epoch Investment Partners, Inc.	$127M	797,750	−104,443	TRIM
137	WELCH & FORBES LLC	$123M	771,975	−5,992	TRIM
138	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$123M	770,947	+656,951	ADD
139	Pictet Asset Management Holding SA	$122M	762,146	+42,871	ADD
140	BANK OF NOVA SCOTIA	$117M	734,821	+273,002	ADD
141	Wilkinson Global Asset Management LLC	$116M	729,324	−51,052	TRIM
142	MANNING & NAPIER ADVISORS LLC	$114M	715,106	−40,908	TRIM
143	VOYA INVESTMENT MANAGEMENT LLC	$114M	711,830	−1,215,542	TRIM
144	TUDOR INVESTMENT CORP ET AL	$113M	705,328	+688,871	ADD
145	MACQUARIE GROUP LTD	$108M	675,479	−31,098	TRIM
146	JUPITER ASSET MANAGEMENT LTD	$108M	698,805	+698,805	NEW
147	DAVIS R M INC	$106M	666,676	−10,842	TRIM
148	US BANCORP \DE\	$103M	645,264	−12,954	TRIM
149	NOMURA ASSET MANAGEMENT CO LTD	$101M	633,614	+14,747	ADD
150	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$101M	632,909	+632,909	NEW
151	Asset Management One Co., Ltd.	$101M	631,935	+17,572	ADD
152	PFA Pension, Forsikringsaktieselskab	$101M	630,570	+630,570	NEW
153	Zurcher Kantonalbank (Zurich Cantonalbank)	$98.3M	615,666	+37,585	ADD
154	CREDIT AGRICOLE S A	$97.9M	612,796	+19,715	ADD
155	OSAIC HOLDINGS, INC.	$96.8M	606,004	+55,146	ADD
156	ROYAL LONDON ASSET MANAGEMENT LTD	$95.3M	596,810	−33	TRIM
157	STATE OF WISCONSIN INVESTMENT BOARD	$95.0M	594,676	+8,785	ADD
158	STOREBRAND ASSET MANAGEMENT AS	$94.6M	592,235	—	NO PRIOR
159	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$94.4M	591,418	+219,250	ADD
160	Advisors Capital Management, LLC	$92.8M	581,364	+18,900	ADD
161	Birch Hill Investment Advisors LLC	$92.5M	579,015	−20,386	TRIM
162	TEACHER RETIREMENT SYSTEM OF TEXAS	$92.3M	577,652	−11,059	TRIM
163	HM PAYSON & CO	$90.1M	564,247	+89,955	ADD
164	Vanguard Investments Australia, Ltd.	$88.4M	553,554	—	NO PRIOR
165	Creative Planning	$88.2M	552,283	+54,726	ADD
166	TRUIST FINANCIAL CORP	$85.9M	537,696	+18,860	ADD
167	NICHOLAS COMPANY, INC.	$85.6M	536,200	−120,630	TRIM
168	Cetera Investment Advisers	$84.6M	529,600	+14,182	ADD
169	EARNEST PARTNERS LLC	$84.4M	528,390	−14,578	TRIM
170	Bank Julius Baer & Co. Ltd, Zurich	$84.2M	529,833	+515,027	ADD
171	GROUPAMA ASSET MANAGMENT	$83.5M	522,685	−4,249	TRIM
172	HOMESTEAD ADVISERS CORP	$77.0M	483,613	−5,400	TRIM
173	Connor, Clark & Lunn Investment Management Ltd.	$76.6M	479,950	+436,352	ADD
174	UMB Bank, n.a.	$76.5M	478,857	−240	TRIM
175	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$75.8M	474,599	+1,027	ADD
176	Candriam S.C.A.	$75.8M	474,548	−42,151	TRIM
177	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$75.8M	474,436	+2,374	ADD
178	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$75.5M	472,553	+335,461	ADD
179	Pathstone Holdings, LLC	$74.3M	465,263	−19,862	TRIM
180	Calamos Advisors LLC	$73.1M	457,769	+100,715	ADD
181	MERCER GLOBAL ADVISORS INC /ADV	$70.9M	443,784	+48,339	ADD
182	CIBC WORLD MARKET INC.	$70.5M	441,505	+10,214	ADD
183	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$70.3M	440,498	+20,145	ADD
184	James Hambro & Partners LLP	$70.1M	439,007	−245,819	TRIM
185	Madison Asset Management, LLC	$69.2M	433,099	−16,291	TRIM
186	HOWLAND CAPITAL MANAGEMENT LLC	$68.0M	425,844	−4,385	TRIM
187	Tredje AP-fonden	$67.8M	424,591	−418,392	TRIM
188	Resona Asset Management Co.,Ltd.	$67.0M	421,270	+24,669	ADD
189	CIBC Asset Management Inc	$66.6M	417,143	−130,299	TRIM
190	M&T BANK CORP	$66.0M	413,314	−26,897	TRIM
191	TRILLIUM ASSET MANAGEMENT, LLC	$64.8M	463,021	+57,055	ADD
192	CHILTON CAPITAL MANAGEMENT LLC	$63.9M	400,106	+116,747	ADD
193	Crossmark Global Holdings, Inc.	$63.1M	395,133	—	NO PRIOR
194	BLAIR WILLIAM & CO/IL	$63.0M	394,646	+66,970	ADD
195	Eurizon Capital SGR S.p.A.	$62.6M	392,649	−32,035	TRIM
196	FLPUTNAM INVESTMENT MANAGEMENT CO	$62.6M	391,867	−384	TRIM
197	CWM, LLC	$62.5M	391,333	+18,691	ADD
198	CITADEL ADVISORS LLC	$62.5M	391,134	−563,886	TRIM
199	&PARTNERS	$62.3M	390,337	+41,200	ADD
200	ASR Vermogensbeheer N.V.	$61.3M	384,103	+2,426	ADD
201	State of New Jersey Common Pension Fund D	$60.4M	377,907	−1,074	TRIM
202	DnB Asset Management AS	$60.2M	377,071	+39,553	ADD
203	MILLENNIUM MANAGEMENT LLC	$60.0M	375,980	+291,755	ADD
204	Vident Advisory, LLC	$59.8M	374,295	+54,295	ADD
205	Susquehanna Portfolio Strategies, LLC	$58.8M	368,427	−26,500	TRIM
206	Swiss Life Asset Management Ltd	$58.7M	367,559	−5,871	TRIM
207	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$58.7M	367,491	+56,396	ADD
208	Fisher Asset Management, LLC	$56.9M	356,412	−75,780	TRIM
209	Lansforsakringar Fondforvaltning AB (publ)	$56.5M	353,612	−57,746	TRIM
210	Pinnacle Financial Partners, Inc.	$55.9M	349,973	+6,131	ADD
211	STATE OF MICHIGAN RETIREMENT SYSTEM	$55.5M	347,682	−1,300	TRIM
212	COMMONWEALTH EQUITY SERVICES, LLC	$55.4M	347,138	−6,723	TRIM
213	SEB Asset Management AB	$55.2M	345,735	—	NO PRIOR
214	Aware Super Pty Ltd as trustee of Aware Super	$55.1M	345,030	—	NO PRIOR
215	TORONTO DOMINION BANK	$54.7M	342,631	−45,694	TRIM
216	IEQ CAPITAL, LLC	$54.1M	338,996	+39,356	ADD
217	Curi Capital, LLC	$53.6M	335,408	−20,453	TRIM
218	Kimelman & Baird, LLC	$52.6M	329,412	−2,692	TRIM
219	ZACKS INVESTMENT MANAGEMENT	$52.2M	326,948	−7,951	TRIM
220	EP Wealth Advisors, LLC	$52.0M	325,477	+19,408	ADD
221	COMMERCE BANK	$51.6M	322,797	+193,580	ADD
222	Cannell & Spears LLC	$51.0M	319,594	−3,217	TRIM
223	Mirae Asset Global Investments Co., Ltd.	$50.8M	317,802	+54,111	ADD
224	Federation des caisses Desjardins du Quebec	$50.5M	316,480	+55,156	ADD
225	ING GROEP NV	$50.1M	313,936	+18,505	ADD
226	RWA WEALTH PARTNERS, LLC	$49.3M	308,437	−843	TRIM
227	Hemenway Trust Co LLC	$49.2M	308,019	−3,748	TRIM
228	SCOTIA CAPITAL INC.	$48.8M	305,580	+4,077	ADD
229	Mediolanum International Funds Ltd	$48.7M	312,614	−83,800	TRIM
230	Arizona State Retirement System	$48.6M	304,286	−15,274	TRIM
231	QRG CAPITAL MANAGEMENT, INC.	$48.4M	303,313	+34,633	ADD
232	Employees Provident Fund Board	$48.4M	303,208	−2,792	TRIM
233	Czech National Bank	$48.3M	302,431	+8,965	ADD
234	AVITY INVESTMENT MANAGEMENT INC.	$47.9M	299,804	−4,415	TRIM
235	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$47.5M	297,652	−22,541	TRIM
236	ROCKLAND TRUST CO	$45.6M	285,543	−25,231	TRIM
237	Smith Salley Wealth Management	$44.9M	281,025	+3,391	ADD
238	Trexquant Investment LP	$44.6M	279,479	+54,037	ADD
239	Evercore Wealth Management, LLC	$43.4M	271,930	−34,147	TRIM
240	Gotham Asset Management, LLC	$43.1M	269,896	+11,147	ADD
241	Railway Pension Investments Ltd	$42.7M	267,100	−38,900	TRIM
242	Smith Group Asset Management, LLC	$42.3M	264,657	+18,530	ADD
243	THORNBURG INVESTMENT MANAGEMENT INC	$42.1M	263,663	+3,092	ADD
244	ALTA CAPITAL MANAGEMENT LLC/	$41.7M	261,059	−98,110	TRIM
245	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$41.3M	258,675	−201	TRIM
246	XPONANCE LLC	$41.2M	257,798	+25,689	ADD
247	PARK NATIONAL CORP /OH/	$41.1M	257,531	−3,605	TRIM
248	Illinois Municipal Retirement Fund	$40.8M	255,770	−56,677	TRIM
249	FACTORY MUTUAL INSURANCE CO	$40.8M	255,200	+3,350	ADD
250	Steward Partners Investment Advisory, LLC	$40.7M	254,777	+20,489	ADD
251	Norinchukin Bank, The	$40.5M	253,549	−8,932	TRIM
252	OPPENHEIMER ASSET MANAGEMENT INC.	$40.3M	252,219	+15,163	ADD
253	Dai-ichi Life Insurance Company, Ltd	$40.0M	250,644	+8,482	ADD
254	Andra AP-fonden	$40.0M	250,245	−55,555	TRIM
255	Destination Wealth Management	$39.9M	249,792	−2,705	TRIM
256	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$39.9M	249,680	+2,310	ADD
257	Howard Capital Management Group, LLC	$39.8M	249,473	+3,272	ADD
258	Choate Investment Advisors	$39.8M	249,032	−26,424	TRIM
259	Sumitomo Mitsui DS Asset Management Company, Ltd	$38.9M	243,708	+4,615	ADD
260	BLI - Banque de Luxembourg Investments	$38.9M	254,653	+254,653	NEW
261	SCHWARTZ INVESTMENT COUNSEL INC	$38.7M	242,450	−20,800	TRIM
262	BRAUN STACEY ASSOCIATES INC	$38.5M	241,227	−869	TRIM
263	Hendershot Investments Inc.	$38.5M	241,077	−3,127	TRIM
264	Sanctuary Advisors, LLC	$38.4M	240,515	+14,394	ADD
265	RENAISSANCE TECHNOLOGIES LLC	$38.1M	238,500	−317,800	TRIM
266	Retirement Systems of Alabama	$37.7M	235,817	−371,923	TRIM
267	PANAGORA ASSET MANAGEMENT INC	$37.5M	234,928	+148,349	ADD
268	EDMOND DE ROTHSCHILD HOLDING S.A.	$37.3M	233,850	+15,051	ADD
269	Empowered Funds, LLC	$37.3M	233,619	+233,619	NEW
270	MAI Capital Management	$37.1M	232,257	+10,342	ADD
271	PITTENGER & ANDERSON INC	$37.1M	232,182	+4,046	ADD
272	Vanguard Personalized Indexing Management, LLC	$37.0M	231,718	+13,988	ADD
273	Covea Finance	$36.5M	228,813	−12,555	TRIM
274	Sequoia Financial Advisors, LLC	$36.2M	226,534	−1,599	TRIM
275	Maple Capital Management, Inc.	$35.8M	224,234	−3,620	TRIM
276	Kepler Cheuvreux (Suisse) SA	$35.6M	222,721	−67,242	TRIM
277	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$35.5M	222,695	−4,881	TRIM
278	BEACON INVESTMENT ADVISORY SERVICES, INC.	$35.1M	219,953	−79,995	TRIM
279	JLB & ASSOCIATES INC	$35.1M	219,727	−7,017	TRIM
280	IFM Investors Pty Ltd	$34.8M	217,867	+6,719	ADD
281	MML INVESTORS SERVICES, LLC	$34.7M	217,216	−30,521	TRIM
282	ATALANTA SOSNOFF CAPITAL, LLC	$34.4M	215,279	+127,240	ADD
283	Wallington Asset Management, LLC	$34.1M	213,478	−8,714	TRIM
284	Daiwa Securities Group Inc.	$34.1M	213,444	+9,701	ADD
285	Allspring Global Investments Holdings, LLC	$34.0M	209,536	−247	TRIM
286	Capital International, Inc./CA/	$33.8M	211,364	+15,558	ADD
287	FRANKLIN STREET ADVISORS INC /NC	$33.5M	209,606	−13,604	TRIM
288	RENAISSANCE GROUP LLC	$33.4M	209,276	+209,276	NEW
289	Dakota Wealth Management	$33.3M	208,329	+1,708	ADD
290	BARLOW WEALTH PARTNERS, LLC	$33.1M	205,969	+765	ADD
291	BAILARD, INC.	$32.5M	203,696	−125	TRIM
292	Wealthfront Advisers LLC	$32.5M	203,603	+21,382	ADD
293	USS Investment Management Ltd	$32.2M	201,764	+6,471	ADD
294	Atlantic Union Bankshares Corp	$32.2M	201,543	−7,462	TRIM
295	Blue Chip Partners, LLC	$31.8M	199,174	+4,432	ADD
296	SouthState Bank Corp	$31.5M	197,511	−871	TRIM
297	AIA Group Ltd	$31.3M	195,831	+34,441	ADD
298	BANQUE PICTET & CIE SA	$31.2M	195,205	−10,612	TRIM
299	Evelyn Partners Investment Management LLP	$30.6M	191,584	−7,217	TRIM
300	Baltimore-Washington Financial Advisors, Inc.	$30.4M	190,110	+822	ADD
301	Carnegie Investment Counsel	$30.3M	189,621	−14,851	TRIM
302	WINDWARD CAPITAL MANAGEMENT CO /CA	$30.2M	188,948	−499	TRIM
303	Lido Advisors, LLC	$29.5M	184,395	+1,734	ADD
304	GUARDIAN CAPITAL LP	$29.1M	182,379	+34,620	ADD
305	Utah Retirement Systems	$29.0M	181,855	−2,887	TRIM
306	PICTON MAHONEY ASSET MANAGEMENT	$29.0M	181,324	−1,471	TRIM
307	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$28.7M	179,562	+179,562	NEW
308	Ethic Inc.	$27.8M	173,844	+7,181	ADD
309	TOKIO MARINE ASSET MANAGEMENT CO LTD	$27.7M	173,225	−10,695	TRIM
310	ZEVIN ASSET MANAGEMENT LLC	$27.5M	171,906	−6,778	TRIM
311	CAMBIAR INVESTORS LLC	$27.3M	171,132	−9,345	TRIM
312	OP Asset Management Ltd	$26.9M	168,508	—	NO PRIOR
313	Vinva Investment Management Ltd	$26.8M	171,728	+26,036	ADD
314	FIL Ltd	$26.7M	167,034	+8,690	ADD
315	Varma Mutual Pension Insurance Co	$26.7M	166,966	−18,000	TRIM
316	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$26.4M	165,421	+3,638	ADD
317	BCV Asset Management Inc.	$26.4M	165,152	−82	TRIM
318	MEYER HANDELMAN CO	$26.4M	165,134	−3,351	TRIM
319	South Street Advisors LLC	$26.2M	164,246	−1,709	TRIM
320	BURNEY CO/	$26.2M	163,944	−17,272	TRIM
321	FLOSSBACH VON STORCH SE	$26.1M	163,526	+41,619	ADD
322	NEOS Investment Management LLC	$25.9M	162,083	+5,802	ADD
323	Rakuten Investment Management, Inc.	$25.7M	164,804	+18,397	ADD
324	PRUDENTIAL PLC	$25.6M	160,526	+48,268	ADD
325	Addenda Capital Inc.	$25.6M	160,221	+4,303	ADD
326	Arbejdsmarkedets Tillaegspension	$25.5M	159,973	+8,626	ADD
327	ProShare Advisors LLC	$25.4M	159,196	−42,892	TRIM
328	WESTWOOD HOLDINGS GROUP INC	$25.0M	156,847	−6,698	TRIM
329	GUGGENHEIM CAPITAL LLC	$24.9M	156,148	+13,342	ADD
330	Woodline Partners LP	$24.8M	155,510	−627,597	TRIM
331	SHELTON CAPITAL MANAGEMENT	$24.5M	153,512	−30,578	TRIM
332	Wilmington Savings Fund Society, FSB	$24.1M	151,041	−35,643	TRIM
333	STALEY CAPITAL ADVISERS INC	$24.0M	150,565	−500	TRIM
334	NISSAY ASSET MANAGEMENT CORP /JAPAN	$23.9M	149,850	+146	ADD
335	GDS Wealth Management	$23.9M	149,459	+6,458	ADD
336	NORTHEAST INVESTMENT MANAGEMENT	$23.8M	148,845	+1,012	ADD
337	BRIDGES INVESTMENT MANAGEMENT INC	$23.5M	146,917	+1,181	ADD
338	BENJAMIN EDWARDS INC	$23.4M	146,729	+10,954	ADD
339	ALPS ADVISORS INC	$23.2M	145,427	−10,612	TRIM
340	MARTINGALE ASSET MANAGEMENT L P	$23.2M	144,973	+5,499	ADD
341	GHP Investment Advisors, Inc.	$23.0M	144,021	−655	TRIM
342	Moors & Cabot, Inc.	$22.8M	142,942	−5,286	TRIM
343	PATTEN & PATTEN INC/TN	$22.8M	142,621	−2,664	TRIM
344	Empower Advisory Group, LLC	$22.6M	141,207	−27,313	TRIM
345	JONES FINANCIAL COMPANIES LLLP	$22.4M	140,138	−42,308	TRIM
346	Cresset Asset Management, LLC	$22.4M	140,094	−682	TRIM
347	FULTON BREAKEFIELD BROENNIMAN LLC	$22.3M	139,653	−762	TRIM
348	ABN AMRO INVESTMENT SOLUTIONS	$22.2M	139,288	−8,922	TRIM
349	OFI INVEST ASSET MANAGEMENT	$22.2M	160,325	−146,167	TRIM
350	Stony Point Capital LLC	$22.2M	138,816	−548	TRIM
351	Banco Santander, S.A.	$22.2M	138,757	+4,839	ADD
352	Groupe la Francaise	$21.9M	137,280	+9,002	ADD
353	HOWE & RUSLING INC	$21.8M	136,496	+1,187	ADD
354	GRIFFIN ASSET MANAGEMENT, INC.	$21.8M	136,306	−10,080	TRIM
355	HFR Wealth Management, LLC	$21.6M	135,232	−3,677	TRIM
356	WEYBOSSET RESEARCH & MANAGEMENT LLC	$21.6M	135,032	−1,776	TRIM
357	DIAMOND HILL CAPITAL MANAGEMENT INC	$21.5M	134,416	0	NO CHANGE
358	Dana Investment Advisors, Inc.	$21.5M	134,364	−12,509	TRIM
359	EFG International AG	$21.4M	133,778	+9,141	ADD
360	Renaissance Investment Group LLC	$21.2M	133,011	−4,384	TRIM
361	Suncoast Equity Management	$21.2M	132,914	+95,866	ADD
362	TCV Trust & Wealth Management, Inc.	$21.2M	132,775	−2,699	TRIM
363	YOUSIF CAPITAL MANAGEMENT, LLC	$21.1M	132,386	−6,017	TRIM
364	Bragg Financial Advisors, Inc	$20.7M	129,436	+789	ADD
365	Gradient Investments LLC	$20.6M	129,288	−2,857	TRIM
366	Glenview Trust Co	$20.4M	127,634	+1,984	ADD
367	HANCOCK WHITNEY CORP	$20.3M	129,516	−7,308	TRIM
368	B. Metzler seel. Sohn & Co. AG	$20.3M	127,084	+7,940	ADD
369	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$20.3M	127,071	−434	TRIM
370	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$20.2M	126,792	+361	ADD
371	CITIZENS FINANCIAL GROUP INC/RI	$20.1M	126,126	−1,343	TRIM
372	FORBES J M & CO LLP	$20.1M	125,603	+262	ADD
373	WS MANAGEMENT LLLP	$19.6M	122,444	+4,030	ADD
374	CONNORS INVESTOR SERVICES INC	$19.5M	122,272	+335	ADD
375	Empire Life Investments Inc.	$19.2M	118,680	−43,048	TRIM
376	Private Advisor Group, LLC	$19.1M	119,849	−1,123	TRIM
377	Penobscot Investment Management Company, Inc.	$19.1M	119,811	+960	ADD
378	NIXON PEABODY TRUST CO	$19.1M	119,735	−6,988	TRIM
379	Atria Investments, Inc	$19.0M	118,905	−10,701	TRIM
380	Townsend & Associates, Inc	$18.9M	118,966	+2,665	ADD
381	Aptus Capital Advisors, LLC	$18.6M	116,238	−46,204	TRIM
382	Badgley Phelps Wealth Managers, LLC	$18.3M	114,736	+2,650	ADD
383	Cumberland Partners Ltd	$18.3M	114,648	+61,846	ADD
384	CABOT WEALTH MANAGEMENT INC	$18.2M	114,128	−76	TRIM
385	Westerkirk Capital Inc.	$18.2M	114,081	−7,094	TRIM
386	MEEDER ASSET MANAGEMENT INC	$18.2M	113,807	+30,907	ADD
387	Avanza Fonder AB	$18.2M	113,724	−905	TRIM
388	ALBION FINANCIAL GROUP /UT	$18.1M	113,532	−748	TRIM
389	Generali Asset Management SPA SGR	$18.0M	112,979	+7,511	ADD
390	Cyndeo Wealth Partners, LLC	$18.0M	112,739	+12,161	ADD
391	Allworth Financial LP	$17.8M	111,599	+7,281	ADD
392	INTECH INVESTMENT MANAGEMENT LLC	$17.8M	111,305	+12,746	ADD
393	BTC Capital Management, Inc.	$17.8M	111,269	+2,155	ADD
394	KEYBANK NATIONAL ASSOCIATION/OH	$17.5M	109,624	−672	TRIM
395	Broderick Brian C	$17.5M	109,283	+4,589	ADD
396	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.4M	109,187	−572,017	TRIM
397	Segment Wealth Management, LLC	$17.4M	109,093	+393	ADD
398	EASTERN BANK	$17.1M	106,911	−9,733	TRIM
399	Raub Brock Capital Management LP	$17.0M	106,753	−21,126	TRIM
400	Hamilton Point Investment Advisors, LLC	$16.9M	105,713	−724	TRIM
401	ASSETMARK, INC	$16.7M	104,626	−73,672	TRIM
402	LOWE BROCKENBROUGH & CO INC	$16.6M	103,982	−374	TRIM
403	Pallas Capital Advisors LLC	$16.5M	103,511	−8,099	TRIM
404	Palisade Asset Management, LLC	$16.4M	102,601	+84	ADD
405	WASHINGTON TRUST BANK	$16.4M	102,413	−11,959	TRIM
406	Running Oak Capital LLC	$16.3M	101,996	−11,984	TRIM
407	WEIK CAPITAL MANAGEMENT	$16.2M	101,370	−4,960	TRIM
408	Avalon Trust Co	$16.0M	100,305	−1,040	TRIM
409	UniSuper Management Pty Ltd	$15.9M	99,390	+16,262	ADD
410	BAR HARBOR WEALTH MANAGEMENT	$15.8M	98,790	−1,898	TRIM
411	Elo Mutual Pension Insurance Co	$15.8M	98,696	+21,772	ADD
412	Kestra Advisory Services, LLC	$15.7M	98,431	−8,875	TRIM
413	Calamos Wealth Management LLC	$15.7M	98,404	−19,440	TRIM
414	MOTCO	$15.7M	98,311	−1,146	TRIM
415	Advisors Asset Management, Inc.	$15.6M	97,620	−13,848	TRIM
416	Investment Management Corp of Ontario	$15.5M	97,326	+1,157	ADD
417	GREENLEAF TRUST	$15.5M	97,047	−42,618	TRIM
418	Harbour Trust & Investment Management Co	$15.3M	95,515	+3,777	ADD
419	NOVARE CAPITAL MANAGEMENT LLC	$15.1M	94,682	−5,074	TRIM
420	OPPENHEIMER & CO INC	$15.1M	94,362	−17,259	TRIM
421	Raab & Moskowitz Asset Management LLC	$15.1M	94,361	−5,177	TRIM
422	Benchstone Capital Management LP	$15.0M	94,031	+94,031	NEW
423	NewEdge Wealth, LLC	$15.0M	94,004	−12,928	TRIM
424	Stokes Capital Advisors, LLC	$15.0M	93,740	−8,091	TRIM
425	Concurrent Investment Advisors, LLC	$14.7M	92,059	+2,022	ADD
426	Rock Point Advisors, LLC	$14.5M	91,056	−1,909	TRIM
427	NORTHSTAR ASSET MANAGEMENT INC	$14.5M	91,013	−24,533	TRIM
428	CASTLEARK MANAGEMENT LLC	$14.5M	90,620	0	NO CHANGE
429	Cypress Capital Group	$14.4M	90,272	−4,781	TRIM
430	TOMPKINS FINANCIAL CORP	$14.2M	89,125	−1,950	TRIM
431	UNIVEST FINANCIAL Corp	$14.2M	88,835	−4,462	TRIM
432	Merit Financial Group, LLC	$14.1M	88,406	+13,008	ADD
433	Turtle Creek Wealth Advisors, LLC	$14.0M	87,505	+6,063	ADD
434	MUFG Securities EMEA plc	$13.7M	85,525	+39,899	ADD
435	SPIREPOINT PRIVATE CLIENT, LLC	$13.6M	85,442	+2,796	ADD
436	Vestmark Advisory Solutions, Inc.	$13.6M	85,411	+20,963	ADD
437	World Investment Advisors	$13.6M	85,316	−993	TRIM
438	Sand Hill Global Advisors, LLC	$13.5M	84,462	−569	TRIM
439	Quantbot Technologies LP	$13.4M	83,660	+78,488	ADD
440	GLOBALT Investments LLC / GA	$13.3M	83,086	−1,303	TRIM
441	AG2R LA MONDIALE GESTION D'ACTIFS	$13.3M	83,059	+38,694	ADD
442	River Wealth Advisors LLC	$13.2M	82,961	+10,438	ADD
443	FIRST NATIONAL TRUST CO	$13.2M	82,936	−1,773	TRIM
444	FARMERS & MERCHANTS INVESTMENTS INC	$13.2M	82,825	−1,074	TRIM
445	McKinley Carter Wealth Services, Inc.	$13.1M	81,843	−2,072	TRIM
446	YHB Investment Advisors, Inc.	$13.0M	81,532	−515	TRIM
447	SOMERVILLE KURT F	$13.0M	81,329	−45,958	TRIM
448	Bryn Mawr Trust Advisors, LLC	$12.9M	81,070	−13,112	TRIM
449	MONTAG A & ASSOCIATES INC	$12.9M	81,032	−343	TRIM
450	BLB&B Advisors, LLC	$12.9M	80,924	−3,613	TRIM
451	MGO ONE SEVEN LLC	$12.7M	79,714	−4,984	TRIM
452	AMG National Trust Bank	$12.6M	78,812	+22,342	ADD
453	PUZO MICHAEL J	$12.5M	78,427	−1,646	TRIM
454	Northwest & Ethical Investments L.P.	$12.5M	77,876	+12,471	ADD
455	Ledyard National Bank	$12.4M	77,831	−1,540	TRIM
456	Arkfeld Wealth Strategies, L.L.C.	$12.3M	76,836	−669	TRIM
457	Meiji Yasuda Asset Management Co Ltd.	$12.3M	76,973	+1,879	ADD
458	TRITONPOINT WEALTH, LLC	$12.2M	76,621	−822	TRIM
459	Voleon Capital Management LP	$12.2M	76,294	+6,090	ADD
460	SAPIENT CAPITAL LLC	$12.1M	75,882	−57,623	TRIM
461	Orion Porfolio Solutions, LLC	$12.0M	75,381	−11,868	TRIM
462	Park State Asset Management	$12.0M	75,045	−1,395	TRIM
463	Lombard Odier Asset Management (Europe) Ltd	$12.0M	74,959	+1,239	ADD
464	Hilton Capital Management, LLC	$11.9M	74,491	+1,340	ADD
465	PARSONS CAPITAL MANAGEMENT INC/RI	$11.9M	74,413	+20,561	ADD
466	Van Hulzen Asset Management, LLC	$11.9M	74,411	+3,807	ADD
467	Haverford Financial Services, Inc.	$11.8M	74,086	−150	TRIM
468	TLW Wealth Management, LLC	$11.7M	73,123	+953	ADD
469	GC Wealth Management RIA, LLC	$11.7M	73,116	−3,780	TRIM
470	SIGMA INVESTMENT COUNSELORS INC	$11.7M	72,959	−3,319	TRIM
471	STRATEGIC PLANNING GROUP, LLC	$11.6M	72,432	+72,432	NEW
472	HB Wealth Management, LLC	$11.5M	72,218	+6,320	ADD
473	Laird Norton Wetherby Trust Company, LLC	$11.5M	71,990	+316	ADD
474	Teamwork Financial Advisors, LLC	$11.5M	71,973	−12,575	TRIM
475	First National Bank of Mount Dora, Trust Investment Services	$11.5M	71,921	—	NO PRIOR
476	Triasima Portfolio Management inc.	$11.4M	71,534	+1,855	ADD
477	Union Bancaire Privee, UBP SA	$11.4M	44,597	−143,315	TRIM
478	Rafferty Asset Management, LLC	$11.4M	71,457	−27,997	TRIM
479	Walleye Trading LLC	$11.3M	70,822	−21,596	TRIM
480	COLDSTREAM CAPITAL MANAGEMENT INC	$11.3M	70,747	+702	ADD
481	Waverly Advisors, LLC	$11.3M	70,652	+14,043	ADD
482	LEVEL FOUR ADVISORY SERVICES, LLC	$11.3M	70,499	−708	TRIM
483	Kidder Stephen W	$11.2M	70,310	−1,985	TRIM
484	KING LUTHER CAPITAL MANAGEMENT CORP	$11.2M	70,282	−3,844	TRIM
485	Aviso Financial Inc.	$11.2M	70,035	−8,544	TRIM
486	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.2M	70,000	−22,500	TRIM
487	Envestnet Portfolio Solutions, Inc.	$11.1M	69,310	−55,992	TRIM
488	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$11.1M	69,277	−70,341	TRIM
489	Clearstead Advisors, LLC	$11.0M	68,745	+14,604	ADD
490	SHEETS SMITH WEALTH MANAGEMENT	$11.0M	68,589	−6,779	TRIM
491	CMH Wealth Management LLC	$10.9M	68,483	−1,068	TRIM
492	Osmosis Investment Management UK Ltd	$10.9M	68,473	+371	ADD
493	Delaney Dennis R	$10.9M	68,347	+20,250	ADD
494	MIZUHO SECURITIES USA LLC	$10.7M	67,133	−13,904	TRIM
495	NBT BANK, N.A.	$10.7M	67,046	−72	TRIM
496	Douglass Winthrop Advisors, LLC	$10.6M	66,615	−241	TRIM
497	EagleClaw Capital Managment, LLC	$10.5M	65,915	−1,695	TRIM
498	PRINCIPAL SECURITIES, INC.	$10.5M	65,866	+5,368	ADD
499	OpenArc Corporate Advisory, LLC	$10.5M	65,720	+11,460	ADD
500	EXCHANGE TRADED CONCEPTS, LLC	$10.5M	65,529	−7,598	TRIM

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

Congress ↔ notable managers · TJX

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Kevin Hern R–OK-1 $32K–$130K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Bridgewater Associates $164M held
Trimming: 2 Caxton Associates, Moore Capital Management $1.2M held

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

Merged timeline of congressional filings and notable-manager moves on TJX
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+688,871 sh
2026-05-15	Gotham Asset Management 13F	ADD	+11,147 sh
2026-05-15	Bridgewater Associates 13F	ADD	+4,220 sh
2026-05-15	Moore Capital Management 13F	TRIM	−6,501 sh
2026-05-14	Caxton Associates 13F	TRIM	−235 sh

9 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

39 members of Congress disclosed TJX — 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).